QAD (QADA) reports fiscal Q1 ’22 results after the market closes on Wednesday, May 26. Similar to the past few quarters, an improving macro backdrop coupled with relatively conservative expectations leave us constructive on shares heading into the print.
Read MoreAlthough the software space proved relatively resilient throughout the COVID-19 pandemic, those serving highly affected industries like travel and hospitality were certainly not immune to the challenging environment. Just over a year later, the silver lining for companies like Agilysys (AGYS) is in the easier comparisons ahead.
Read MoreIn what has become a month-long fade in software stocks, there was again more red than green on our screen. Those that benefited greatly during the pandemic continued to be judged more harshly than those facing easier comparisons going forward.
Read MoreStamps.com (STMP) reported Q1 ’21 results above our estimates and consensus, benefiting from continued strong growth in both paid subscribers and shipping volumes.
Read MoreNetScout Systems’ (NTCT) Q4 ’21 results exceeded our estimates, although the performance was mixed relative to Street expectations.
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