Oracle faces balanced risk/reward at a $145 target, with strong AI growth and a $130B backlog offset by near-term headwinds.

Service level agreements (SLAs) are also something that differ between MSPs and SAP' Rise. While MSPs tend to offer an SLA ...

McClelland indicated that current levels represent a good planning baseline, with expectations for increasing migration ... Cloud & Edge segment and promising metrics like a 35% increase in backlog.

We came across a bullish thesis on SAP SE (SAP) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on SAP.

Q4 2025 Earnings Call Transcript May 21, 2025 LiveRamp Holdings, Inc. misses on earnings expectations. Reported EPS is $0.3 ...

Agilysys Inc (AGYS) reports its 13th consecutive record revenue quarter, driven by strong subscription growth, while facing challenges in legacy migrations and international sales volatility.

Against this dynamic backdrop, let’s look at 10 Overlooked Tech Stocks to Buy Now, which are not only ready to capitalize on ...

Many companies adopt product ways of working but keep outdated funding. Modernize your approach to empower teams and drive ...

If you want the stability of defence with the growth from tech, this is the ideal stock.

Economic factors, including interest rate uncertainty and fluctuating bond yields, cloud the ... standout in-migration, could gain in appeal,” Marcus said. “Meanwhile, the backlog of approved ...

Revenue of $1.13 Billion, down 9.4% YoY as Reported and up 4.0% YoY in Pro Forma(1) Constant Currency(2) 12-Month Backlog ... in cloud. Amdocs has won a deal to facilitate the migration of both ...

Cloud computing and online retail behemoth ... Brent Thill (Jefferies): Asked about AWS backlog and enterprise migration trends; management reported a $189 billion backlog and described renewed ...