Anirudha Bhagat

Kolkata

Senior Research Analyst at Zacks Investment Research

Contributor at Nasdaq

Contributor at Yahoo Finance

Featured in: Favicon

zacks.com

nasdaq.com Favicon

yahoo.com (+5) Favicon

entrepreneur.com Favicon

investorplace.com Favicon

marketrealist.com Favicon

barchart.com Favicon

247wallst.com

Articles

Salesforce vs. Veeva: Which Cloud CRM Stock Is the Smarter Buy?

3 days ago | zacks.com | Anirudha Bhagat

Veeva Systems posted 31.3% EPS growth and 16.7% revenue growth in Q1 of fiscal 2026. VEEV's Vault CRM now serves 80 clients, with AI tools and data products fueling expansion. Salesforce's revenue growth slowed to 7.7% in Q1, as macro pressures temper enterprise tech spending. Salesforce, Inc. ( - Free Report) and Veeva Systems Inc. ( - Free Report) are two well-known names in the cloud customer relationship management ( - Free Report) market.
Twilio vs. Bandwidth: Which CPaaS Stock Is the Better Buy Right Now?

4 days ago | zacks.com | Anirudha Bhagat

Twilio's AI-powered tools and customer data platform are driving superior growth and returns. TWLO's Q1 2025 EPS up 42.5% on 12% revenue growth, aided by cost control and efficiency gains. Bandwidth faces growth risks with high debt and heavy reliance on Enterprise Voice offerings. Twilio Inc. ( - Free Report) and Bandwidth Inc. ( - Free Report) are two major names in the U.S. Communications Platform as a Service (CPaaS) market.
Lam Research Rallies 25% YTD: Is it Too Late to Buy the Stock?

4 days ago | sg.finance.yahoo.com | Anirudha Bhagat

Anirudha Bhagat Mon, 23 Jun 2025, 6:57 am 3 min read In this article: Lam Research Corporation LRCX has had a strong run so far this year, rallying 25.3%. This is well ahead of the Zacks Electronics – Semiconductors industry, which has risen just 5.1% during the same period. Lam Research stock has also moved ahead of several semiconductor peers, including Broadcom Inc. AVGO, NVIDIA Corporation NVDA and Advanced Micro Devices, Inc. AMD.
Micron Gears Up to Report Q3 Earnings: Buy, Hold or Sell the Stock?

5 days ago | zacks.com | Anirudha Bhagat

Micron expects Q3 revenues of $8.8 billion, up 29.7% from the year-ago period. The consensus mark for EPS stands at $1.59, indicating 156.5% growth from the prior-year quarter. Growing AI server demand and DRAM strength are likely to boost Micron's Q3 performance. Micron Technology, Inc. ( - Free Report) will report third-quarter fiscal 2025 results on June 25, after market close. The company projects fiscal third-quarter revenues to be $8.8 billion (+/- $200 million).
Lam Research Rallies 25% YTD: Is it Too Late to Buy the Stock?

5 days ago | zacks.com | Anirudha Bhagat

Lam Research is up 25.3% YTD, outpacing the Zacks Electronics-Semiconductor industry's 5.1% gain. Lam Research's growth is fueled by AI, data center demand and next-gen chip manufacturing tools. LRCX trades at 22.7X forward P/E, well below the industry's 30.92X despite strong performance. Lam Research Corporation ( - Free Report) has had a strong run so far this year, rallying 25.3%.
ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?

1 week ago | malaysia.news.yahoo.com | Anirudha Bhagat

ASML Holding ASML has delivered a solid year-to-date (YTD) gain of 10%. This performance easily beats the broader Zacks Computer and Technology sector, which rose a mere 1.5% in the same period. ASML Holding stock has also moved ahead of several semiconductor peers, including NVIDIA Corporation NVDA, Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. YTD, shares of NVIDIA, Intel and Advanced Micro Devices have risen 8.1%, 7.1% and 5%, respectively.
Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

1 week ago | sg.finance.yahoo.com | Anirudha Bhagat

Anirudha Bhagat Wed, 18 Jun 2025, 9:25 am 4 min read In this article: Micron Technology, Inc. MU has delivered a solid 17.8% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which rose 12% in the same period. Micron stock has also moved ahead of several chip peers, including Marvell Technology, Inc. MRVL, QUALCOMM Incorporated QCOM and Intel Corporation INTC.
Micron vs. Lam Research: Which Semiconductor Stock Is a Better Buy?

3 weeks ago | sg.finance.yahoo.com | Anirudha Bhagat

Anirudha Bhagat Fri, 6 June 2025 at 8:02 am GMT-5 5 min read In this article: Micron Technology MU and Lam Research LRCX are both big names in the semiconductor industry, but they operate in very different areas. Micron focuses on making memory chips like DRAM and NAND, while Lam Research supplies the advanced machines used to build chips, especially for newer technologies that power artificial intelligence (AI) and high-performance computing.
Taiwan Semiconductor Rises 13% in Three Months: How to Play the Stock?

3 weeks ago | malaysia.news.yahoo.com | Anirudha Bhagat

Taiwan Semiconductor Manufacturing Company TSM has delivered a solid 12.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which rose 4.4% in the same period. Taiwan Semiconductor stock has also moved ahead of several chip peers, including ASML Holding ASML, Lam Research Corporation LRCX and Marvell Technology, Inc. MRVL.
Time to Hold or Book Profits?

3 weeks ago | sg.finance.yahoo.com | Anirudha Bhagat

Anirudha Bhagat Mon, 2 Jun 2025, 7:35 am 4 min read In this article: NVIDIA Corporation NVDA has seen its share price soar 18.7% over the past month. This surge has significantly outperformed the broader Zacks Computer and Technology sector, which gained 6.9% during the same period. Zacks Investment Research Image Source: Zacks Investment Research This outperformance raises the question: Is it time to take profits, or should investors continue holding NVDA as the rally extends?