Ametek, Inc. AME

Zacks Investment Research 13 nov

Docusign (DOCU) has outperformed its industry with a 10.9% share price increase over the past month. The company's Intelligent Agreement Management (IAM) platform is emerging as a key growth driver, contributing 15.1% of ARR in Q2'27 and expected to reach 18-19% by year-end. Q2 revenues grew 9% year-over-year to $876 million with free cash flow jumping over 35% to $296 million, supported by strong enterprise adoption and AI capabilities expansion.

Zacks Investment Research 10 nov

Qualys reported Q3 2026 non-GAAP EPS of $2.12, up 14% YoY and beating consensus estimates by 8.72%, with revenues rising 10.7% to $188M. The company benefited from strong federal government demand, channel revenues jumping 24%, and international growth of 15%. Qualys raised full-year 2026 revenue guidance to $736.9-$738.9M and non-GAAP EPS outlook to $8.07-$8.14, while maintaining healthy profitability and generating strong cash flow.

Zacks Investment Research 6 nov

MACOM Technology Solutions (MTSI) reported Q4 fiscal 2026 adjusted earnings of $2.09 per share, beating estimates by 4.5%, with revenues of $424.8 million up 62.7% year-over-year. Data center revenues hit a record $188.1 million, up 37% sequentially, driven by high-speed optical demand. The company targets 80% data center revenue growth and operating margins exceeding 40% in fiscal 2027, with strong guidance for Q1 fiscal 2027 revenues between $450-460 million.

Zacks Investment Research 6 nov

Cloudflare (NET) delivered robust Q3 2026 results with non-GAAP earnings of 38 cents per share (up 40.7% YoY) and revenues of $782.5 million (up 39.2% YoY), both beating consensus estimates. The company added 308 large customers sequentially to reach 5,006 total, with large customers now contributing 75% of revenues. AI agent requests surged over 1,700% YoY, and the developer platform reached 10 million active developers. Cloudflare raised its 2026 revenue guidance to $2.963-$2.964 billion and non-GAAP EPS outlook to $1.35, reflecting strong enterprise demand and accelerating platform adoption.

Zacks Investment Research 5 nov

Paycom Software reported Q3 2026 earnings of $3.37 per share, up 73.7% year-over-year, with revenues growing 10.2% to $543.8 million. The company raised its 2026 revenue outlook to $2.213-$2.218 billion and adjusted EBITDA guidance to $1.069-$1.079 billion, driven by higher recurring revenues and improved operating efficiencies.