Latest news with #Software
CNET
2 hours ago
- CNET
We Try the Sony x NFL Headsets Coming to the 2025 Season
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CNET
6 hours ago
- CNET
Phones Are Loaded With AI – So Why Don't We Care?
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Yahoo
2 days ago
- Business
- Yahoo
Mizuho Downgrades CoreWeave (CRWV) Stock to Neutral
CoreWeave, Inc. (NASDAQ:CRWV) is one of the Top 10 Software and Technology Stocks to Buy Now. Mizuho downgraded the company's stock to 'Neutral' from 'Outperform' with a price objective of $150, up from the prior target of $70, as reported by The Fly. The rating change comes after the company's announcement that it agreed to acquire Core Scientific, combining 2 significant players in the AI infrastructure space. An engineer wearing virtual reality goggles programming the company's video cloud and software. The firm sees this acquisition positively, noting that it allows CoreWeave, Inc. (NASDAQ:CRWV) to verticalize the infrastructure supply chain while, at the same time, driving significant cost synergies and allowing for more financing flexibility. Mizuho views CoreWeave, Inc. (NASDAQ:CRWV)'s stock as fairly valued at the current levels, with risks around customer concentration. The acquisition accelerates CoreWeave, Inc. (NASDAQ:CRWV)'s strategy to deploy AI and HPC workloads at scale. While this company will gain greater control over a critical power footprint and optionality for future power capacity, Core Scientific's data center development capabilities tend to complement and augment CoreWeave, Inc. (NASDAQ:CRWV)'s extensive expertise in power procurement, construction, and site management for the infrastructure assets. While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
DA Davidson Initiates Coverage on LiveRamp Holdings (RAMP) Stock, Gives Buy
LiveRamp Holdings, Inc. (NYSE:RAMP) is one of the Top 10 Software and Technology Stocks to Buy Now. DA Davidson initiated coverage on the company's stock with a 'Buy' rating and a price objective of $45.00. The research firm cited the company's underappreciated network effects and growing importance as a critical intermediary in the broader data collaboration ecosystem as the critical factors for the positive outlook. Notably, the firm expects top-line growth reacceleration in FY 2027 as a potential catalyst for LiveRamp Holdings, Inc. (NYSE:RAMP)'s stock. A close-up view of a modern server rack, with its bright blinking lights. DA Davidson managed to identify numerous growth drivers for LiveRamp Holdings, Inc. (NYSE:RAMP), such as upselling opportunities with cross-media intelligence and clean room solutions, pricing redesign tailwinds, as well as continued mid-teens growth in its data marketplace. LiveRamp Holdings, Inc. (NYSE:RAMP) closed FY 2025 with 128 customers whose annualized subscription revenue surpasses $1 million as compared to 115 in the prior year, with current remaining performance obligations (CRPO) coming at $471 million, up 14% compared to the prior-year period. The company remains focused on helping customers optimize the ad spend through harnessing the power of its Data Collaboration Network and prudently managing its costs and growth investments. LiveRamp Holdings, Inc. (NYSE:RAMP) is a technology company that is engaged in operating a data collaboration platform. While we acknowledge the potential of RAMP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Morgan Stanley Downgrades Ciena (CIEN) Stock to Underweight
Ciena Corporation (NYSE:CIEN) is one of the Top 10 Software and Technology Stocks to Buy Now. Morgan Stanley downgraded the company's stock to 'Underweight' from 'Equal Weight' with a price objective of $70, down from the prior target of $73. The downgrade was seen despite the significant opportunities in the broader optical AI market, with Morgan Stanley highlighting disappointing margin performance as a key concern. A team of telecom engineers discussing a communication infrastructure diagram. As per the firm's analyst, Ciena Corporation (NYSE:CIEN)'s shares trade above its 3-year valuation average, which creates a risk/reward skewed more negatively, considering the minimal earnings follow-through on the revenue upside. That being said, the firm expects Ciena Corporation (NYSE:CIEN) to continue posting revenue upside over the upcoming quarters as a result of its artificial intelligence opportunity. However, the firm doesn't believe that Ciena Corporation (NYSE:CIEN)'s earnings growth accompanying the upside would be meaningful. The company's robust fiscal Q2 2025 results exhibit continued global leadership in high-speed connectivity with increased momentum throughout all of the business segments. Amidst accelerating demand aided by cloud and AI, Ciena Corporation (NYSE:CIEN)'s performance continues to validate the durability of a positive network infrastructure spending environment. The company saw revenue of $1.13 billion compared to $910.8 million for Q2 2024. Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the Q1 2025 investor letter. Here is what the fund said: Ciena Corporation (NYSE:CIEN) develops and markets networking equipment, software, and services for the telecommunications industry and large cloud service firms. Its offerings include optical network switches and routing platforms. There have been major tariff concerns due to its production concentration in Mexico and Thailand. The stock was also negatively impacted, along with many other AI infrastructure suppliers, following the DeepSeek model release, which caused broad concerns that growth in AI capital spending would slow. The company has improved inventory management and could raise prices to offset tariffs. Also, telecom and cloud spending continues to improve and Ciena is well positioned to benefit from a continuous infrastructure buildout, with growing demand for data center capacity and connectivity. While we acknowledge the potential of CIEN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
