Yahoo Finance • 2 days ago

Microsoft, Salesforce Lead Evercore's 2026 Picks

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) and Salesforce (NYSE:CRM) are heading into 2026 with strong backing from Evercore, which says investors are not ready to walk away from big, infrastructure-led software nam... Full story

Yahoo Finance • 3 days ago

Microsoft, Salesforce and Oracle Named Top Software Picks for 2026

This article first appeared on GuruFocus. Evercore on Monday highlighted Microsoft (NASDAQ:MSFT), Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) as its top enterprise software picks for 2026, citing sustained AI adoption and infrastructure... Full story

Yahoo Finance • 9 days ago

Spotify initiated, Airbnb upgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: RBC Capital upgraded Airbnb (ABNB) to... Full story

Yahoo Finance • 16 days ago

Amazon initiated, GE Vernova upgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Oppenheimer upgraded GE Vernova(GEV) t... Full story

Yahoo Finance • 17 days ago

Is Samsara the best logistic-tech stock to buy now?

Samsara Inc. (NYSE:IOT) is one of the best logistics-tech stocks to buy now. It comes out on top on our list based on our methodology of hedge fund sentiment. As of Q3, it has the highest number of hedge funds at 42 holding stake in it. O... Full story

Yahoo Finance • 18 days ago

US Stock Market Today: S&P 500 Futures Edge Higher as Fed Rate-Cut Debate Looms

The Morning Bull - US Market Morning Update Monday, Dec, 8 2025 US stock futures are pointing slightly higher this morning, with key benchmarks up around 0.1 to 0.2 percent as investors look ahead to a crucial Federal Reserve meeting. The... Full story

Yahoo Finance • 20 days ago

Why Samsara Stock Is Soaring Today

Key Points Samsara reported strong Q3 2026 financial results after the bell rang yesterday. Several analysts hiked their price targets on Samsara's stock. The stock is trading at a premium to its historical valuation. 10 stocks we like be... Full story

Yahoo Finance • 21 days ago

Samsara (IOT) Q3 2026 Earnings Call Transcript

Image source: The Motley Fool. Date Dec. 4, 2025 at 5 p.m. ET Call participants Chief Executive Officer — Sanjit Biswas Chief Financial Officer — Dominic Phillips Vice President, Investor Relations — Mike Chang Need a quote from a Mot... Full story

Yahoo Finance • 21 days ago

Samsara soars as BNP Paribas suggest 'inflection' may be near

[Image of the network between modern building] Hiroshi Watanabe * Samsara (IOT [https://seekingalpha.com/symbol/IOT]) shares soared more than 16% in early trading on Friday after the internet of things company reported [https://seekinga... Full story

Yahoo Finance • 21 days ago

Stock Market Today: Dow Falls Ahead Of Key Inflation Data; This AI Stock Plunges On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index fell Friday ahead of key inflation data. This AI stock plunged on weak sales results. Continue Reading... Full story

Yahoo Finance • 21 days ago

After-Hours Earnings Report for December 4, 2025 : HPE, ULTA, COO, DOCU, IOT, RBRK, TTAN, S, AGX, SFIX, ZUMZ, DOMO

The following companies are expected to report earnings after hours on 12/04/2025. Visit our Earnings Calendar for a full list of expected earnings releases. Hewlett Packard Enterprise Company (HPE)is reporting for the quarter ending O... Full story

Yahoo Finance • 21 days ago

Verra Mobility Corporation (VRRM): A Bull Case Theory

We came across a bullish thesis on Verra Mobility Corporation on Valueinvestorsclub.com by zbeex. In this article, we will summarize the bulls’ thesis on VRRM. Verra Mobility Corporation's share was trading at $21.84 as of November 26th. V... Full story

Yahoo Finance • 22 days ago

Stock market today: Dow, S&P 500, Nasdaq waver as Wall Street cements in rate-cut hopes

US stocks inched higher on Thursday as Wall Street digested fresh jobs data, with traders increasingly baking in expectations that the Federal Reserve will deliver a December rate cut. The Dow Jones Industrial Average (^DJI) and the S&P 5... Full story

Yahoo Finance • 22 days ago

Should You Invest in Samsara (IOT)?

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned -0.88% (net) during the third... Full story

Yahoo Finance • 22 days ago

As Salesforce results impress, SA Quant ranks the biggest SaaS companies

[AI City Skyline with Data Streams - Artificial Intelligence Concept] J Studios/DigitalVision via Getty Images Salesforce (CRM [https://seekingalpha.com/symbol/CRM]) impressed investors with its upbeat outlook, as the cloud software giant... Full story

Yahoo Finance • 22 days ago

US Stock Market Today: S&P 500 Futures Dip Amid Cooling Jobs, Resilient Services Signals

The Morning Bull - US Market Morning Update Thursday, Dec, 4 2025 US stock futures are edging slightly lower this morning as investors juggle two big signals: a cooling job market and still resilient service sector activity. Private payro... Full story

Yahoo Finance • 23 days ago

US Stock Market Today: S&P 500 Futures Edge Higher on Building Fed Cut Bets

The Morning Bull - US Market Morning Update Wednesday, Dec, 3 2025 US stock futures are pointing modestly higher this morning, helped by growing bets that the Federal Reserve will cut its key interest rate by a quarter of a percentage poi... Full story

Yahoo Finance • 25 days ago

1 Cash-Producing Stock with Impressive Fundamentals and 2 We Avoid

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning. Not all companies are... Full story

Yahoo Finance • last month

Baron Technology Fund adds Lumentum and Arista, exits CyberArk and Reddit

[Annual report under review] Willie B. Thomas Baron Technology Fund gained during the quarter but underperformed its benchmark, the MSCI ACWI Information Technology Index. The fund initiated a position in Lumentum Holdings (LITE [https:/... Full story

Yahoo Finance • 2 months ago

AppLovin, Toast, Fastly, Asure Software, and Samsara Shares Are Soaring, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after blockbuster quarterly results from tech titans Apple and Amazon boosted investor confidence, supported by impressive earnings from key cloud and crypto leaders, Cloud... Full story