Key Takeaways FIVN is winning larger enterprise deployments as partner integrations become central to service modernization.Five9 Fusion for ServiceNow embeds AI routing into daily workflows, lifting usage and subscription durability.Zacks Consensus Estimate pegs Five9's 2025 revenues at $1.15B, implying 10% year-over-year growth.Five9 (FIVN) is anchoring its growth strategy around its strategic partner ecosystem as enterprises shift toward AI-driven customer experience platforms. Rather than relying on inc ...

Key Takeaways Figma integrated AI across its suite, adding image generation, editing and ChatGPT-driven asset creation.FIG's AI launches lifted adoption, with 540,000 paid customers and 131% net dollar retention in Q3 2025.Figma's new products expanded high-value accounts, topping 12,910 customers with $10K ARR by Sept. 30, 2025.Figma (FIG) is investing heavily in making its product suite valuable by integrating AI features. Figma took a leap in AI image generation and editing by integrating Gemini 3 Pro wi ...

动量投资方法论 - 动量投资的核心是追随股票近期趋势 无论方向 在“多头情境”下 投资者本质上是“买高 但希望卖得更高” 关键在于利用股价趋势 一旦股票确立方向 很可能继续沿该方向运动 目标是实现及时且盈利的交易 [1] 扎克斯评级体系 - 扎克斯动量风格评分是扎克斯风格评分的一部分 用于帮助定义股票的动量特征 [2] - 风格评分是对扎克斯评级系统的补充 该评级系统拥有出色的超额回报记录 [3] - 研究显示 评级为扎克斯1级或2级且风格评分为A或B的股票 在接下来一个月内表现优于市场 [3] MongoDB的动量表现 - MongoDB当前动量风格评分为B 扎克斯评级为2级 [2][3] - 过去一周 公司股价上涨2.29% 而同期扎克斯互联网软件行业指数下跌0.66% [5] - 过去一个月 公司股价上涨18.83% 大幅优于行业0.15%的表现 [5] - 过去一个季度 公司股价上涨29.55% 过去一年上涨56.82% 同期标普500指数仅分别上涨4%和14.09% [6] - 公司过去20个交易日的平均成交量为2,141,143股 [7] 盈利预期与修订 - 盈利预估修订是动量风格评分和扎克斯评级的重要组成部分 [8] - 过去两个月内 对全年盈利有12次向上修订 无向下修订 共识预期从3.70美元提升至4.70美元 [9] - 对下一财年 同期有10次向上修订 无向下修订 [9]

A strong stock as of late has been Zoom Communications (ZM) . Shares have been marching higher, with the stock up 6.3% over the past month. The stock hit a new 52-week high of $91.43 in the previous session. Zoom has gained 9.7% since the start of the year compared to the 25.5% gain for the Zacks Computer and Technology sector and the 7.5% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our e ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Allot Communications (ALLT) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Allot Communications is one of 602 companies in the Computer and Technology group. The Computer and Technology group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different se ...

Key Takeaways Busuu-Chegg Skills drive double-digit growth, with revenues to hit $70M in 2025 and deeper B2B expansion.Chegg is slashing expenses by more than 50% by 2026, boosting EBITDA and pivoting to financial discipline.Shares down 23% in a month, trading at a discount, and executing on sustained skilling momentum.Chegg, Inc. (CHGG) has redefined its business model with a new growth engine, Chegg Skilling, built by integrating Busuu and Chegg Skills. The cornerstone of this reinvention is its belief in ...

Key Takeaways Figma's shares fell 29% in three months compared with the broader Internet - Software industry's decline.Figma's margins contracted as costs rose from launching Figma Make and other AI features.Figma grew to 540,000 paid customers, boosted by new products and strong enterprise adoption.Figma (FIG) shares have lost 29.8% in the past three months, underperforming the Zacks Internet - Software industry’s decline of 12.5%.Figma Three-Month Performance ChartImage Source: Zacks Investment ResearchDe ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Calix (CALX) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Calix is one of 602 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #1 in the Zacks Sector Rank. The Zacks Sector Rank ...

Braze, Inc. (BRZE) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.03 per share when it actually produced earnings of $0.15, delivering a surprise of +400%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Braze, which belongs to the Zack ...

Key Takeaways StoneCo shares have jumped 64.3% in a year, outpacing the S&P 500 and InternetSoftware industry.The company boosted adjusted net income, expanded MSMB and banking clients, and grew its credit portfolio. StoneCo trades well below its historical and industry P/E levels as earnings estimates trend higher. Shares of StoneCo Ltd. (STNE) have surged an impressive 64.3% over the past year, leaving both the S&P 500 composite’s 16.3% rally and the Internet–Software industry’s modest 4.7% rise far behin ...