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Salesforce Reports Earnings While Disrupting Itself to Fight AI
Barrons.com31d agoneutral
Salesforce Reports Earnings While Disrupting Itself to Fight AI

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Oracle Stock And 2 Growth Picks With Strong Earnings Potential
Simply Wall St.31d agoneutral
Oracle Stock And 2 Growth Picks With Strong Earnings Potential

Germany’s Ifo index has reached a one year high, which hints at a more confident backdrop for companies planning to grow earnings rather than just defend margins. That creates an interesting setting for investors looking for earnings momentum combined with balance sheet discipline. This article examines three stocks from the Healthy high growth potential screener and explains why this blend of growth and financial strength may be appealing at this point. The stocks covered below are only a...

Chewy (CHWY) Heads Into Earnings With Its Undervalued Narrative Back In Focus
Simply Wall St.31d agoneutral
Chewy (CHWY) Heads Into Earnings With Its Undervalued Narrative Back In Focus

Chewy (CHWY) is back in focus ahead of its fiscal second quarter earnings report on September 9, 2026, following a 2% daily gain and an increase of more than 15% over the past month. Chewy’s recent momentum, including an 18.36% 30-day share price return and a 16.52% 90-day share price return, comes against a weaker backdrop, with the year-to-date share price return down 26.28% and the 1-year total shareholder return down 39.41%. Seize this earnings momentum moment around Chewy to review a...

Nutanix (NTNX) Stock Looks Reasonable On Cash Flow But Rich On Earnings
Simply Wall St.31d agoneutral
Nutanix (NTNX) Stock Looks Reasonable On Cash Flow But Rich On Earnings

Nutanix stock has delivered a strong 3 year gain, yet its current market price screens as expensive on most checks while an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade at a discount of about 17% to that model. Nutanix has returned about 116% over the past 3 years, which raises the question of how much of its potential is already reflected in the current share price. Healthy demand signals for Nutanix hybrid cloud software can support...

Zoom Communications Q2 Earnings Call Highlights
MarketBeat31d agoneutral
Zoom Communications Q2 Earnings Call Highlights

Zoom Communications (NASDAQ:ZM) reported second-quarter fiscal 2027 revenue growth of 4.9% year over year to $1.28 billion, exceeding the high end of its guidance by $7 million, as enterprise revenue rose 7.8% in its strongest growth rate in three years. Founder and CEO Eric Yuan said the company’s

Intuit Q4 Earnings Call Highlights
MarketBeat31d agoneutral
Intuit Q4 Earnings Call Highlights

Intuit (NASDAQ:INTU) reported fiscal 2026 revenue growth of 14% and said it is shifting investment and execution in fiscal 2027 toward acquiring more new customers, after results showed slower growth in parts of its QuickBooks and TurboTax businesses. For the full year, GAAP and non-GAAP diluted ea