The Zacks Analyst Blog Highlights Five9, Arista Networks, Affirm, Booz Allen Hamilton and Olo

For Immediate ReleaseChicago, IL – March 17, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Five9 Inc. FIVN, Arista Networks Inc. ANET, Affirm Holdings Inc. AFRM, Booz Allen Hamilton Holding Corp. BAH and Olo Inc. OLO.Here are highlights from Friday’s Analyst Blog:Buy These 5 Cloud-Computing Stocks for Sparkling Short-Term ReturnsCloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics and intelligence over the Internet (the cloud) on a pay-per-use pricing model. It marks a paradigm shift from traditional on-premises infrastructure storage to remote cloud-based storage facilities and relies heavily on virtualization and automation technologies.Instead of buying, owning and maintaining physical data centers and servers, organizations access a virtual pool of shared resources on an as-needed basis from a cloud service provider. This lowers operating costs, increases productivity with greater agility and flexibility, and improves scalability with higher economies of scale.We have narrowed our search to five cloud computing-centric stocks that are set to provide stellar returns in the short term. These are: Five9 Inc., Arista Networks Inc., Affirm Holdings Inc., Booz Allen Hamilton Holding Corp. and Olo Inc.Cloud Computing Industry in a NutshellCloud computing is a system primarily comprising three services: software-as-a-service (SaaS), infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS). SaaS provides the license of a software application to customers using a pay-as-you-go model or on-demand.IaaS provides operating systems to servers and storage through IP-based connectivity as part of an on-demand service. PaaS is a platform for creating software delivered through the Internet.5 Cloud Computing Stocks to BuyThese stocks have strong earnings and revenue growth potential for 2025. Moreover, they have seen positive earnings estimate revisions for 2025 in the last 60 days. Each of our picks currently carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Five9Zacks Rank #2 Five9 provides intelligent cloud software for contact centers in the United States, India, and internationally. FIVN offers a virtual contact center cloud platform delivering a suite of applications that enable the breadth of contact center-related customer service, sales, and marketing functions.FIVN’s platform comprises interactive virtual agents, agent assist, workflow automation, workforce engagement management, AI insights, and AI summaries. It allows the management and optimization of customer interactions across voice, chat, email, web, social media, and mobile channels directly or through its application programming interfaces.Five9 came up with fourth-quarter 2025 adjusted earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.61 per share a year ago.The company posted quarterly revenues of $278.66 million, surpassing the Zacks Consensus Estimate by 4.18%. This compares to year-ago revenues of $239.06 million. Renewable subscription sales climbed 19% year over year.Astonishing Short-Term Price Upside for FIVN StockFive9 has an expected revenue and earnings growth rate of 9.8% and 5.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.6% over the last 30 days.The average short-term price target of brokerage firms represents an increase of 87.7% from the last closing price of $28.24. The brokerage target price is currently in the range of $40 to $67. This indicates a maximum upside of 137.3% and a no downside.Arista NetworksZacks Rank #2 Arista Networks has been benefiting from positive demand trends owing to its strong product portfolio, which is highly scalable, programmable and provides data-driven automation, analytics and support services.ANET’s cloud networking solutions provide predictable performance and programmability, enabling seamless integration with third-party applications for network management, automation and orchestration.The growing demand for 200- and 400-gig high-performance switching products augurs well for ANET’s long-term growth. Healthy growth in gross margin backed by improved supply-chain management is also a positive.Huge Short-Term Price Upside for ANET SharesArista Networks has an expected revenue and earnings growth rate of 18.1% and 12,8%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 5.8% over the last 30 days.The average short-term price target of brokerage firms represents an increase of 53.5% from the last closing price of $80.14. The brokerage target price is currently in the range of $85 to $145. This indicates a maximum upside of 80.9% and no downside.Affirm HoldingsZacks Rank #1 Affirm Holdings’ fiscal second-quarter 2025 earnings beat consensus estimates by a huge margin. AFRM has achieved strong revenue growth through diverse income streams, including merchant network fees, interest from loans and virtual card revenues. Growing active merchant numbers, improving gross merchandise value and average balance of loans are driving merchant network revenues and interest income.Key partnerships including those with Apple Pay and Hotels.com play a vital role in its expansion. AFRM has officially expanded to the United Kingdom, through a partnership with Alternative Airlines. Tapping into industries like travel, hospitality, and technology bodes well. AFRM’s shares are expected to offer substantial upside potential going forward.Massive Short-Term Price Upside for AFRM StockAffirm Holdings has an expected revenue and earnings growth rate of 36.9% and 89.2%, respectively, for the current year (ending June 2025). The Zacks Consensus Estimate for the current-year earnings has improved more than 100% in the last 60 days.The average short-term price target of brokerage firms represents an increase of 56.6% from the last closing price of $46.90. The brokerage target price is currently in the range of $57 to $90. This indicates a maximum upside of 91.9% and no downside.Booz Allen HamiltonZacks Rank #2 Booz Allen Hamilton Holding offers a solid investment option for those seeking stability, as the business is driven by long-term government contracts, and good reputation in defense and cybersecurity. BAH’s focus on operational efficiency, and investments in artificial intelligence and cybersecurity have positioned it for sustainable growth. Shareholder returns are BAH’s priority, supported by a healthy balance sheet.BAH is benefiting from its Vision 2020 strategy, which has accelerated organic revenue growth, strengthened its profitability and fetched significant headcount and backlog growth. BAH’s VoLT strategy focuses on integrating velocity, leadership and technology in the process of transformation.Excellent Short-Term Price Upside for BAH SharesBooz Allen Hamilton Holding has an expected revenue and earnings growth rate of 6.7% and 8.2%, respectively, for next year (ending March 2026). The Zacks Consensus Estimate for current-year earnings has improved 0.1% in the last 30 days.The average short-term price target of brokerage firms represents an increase of 38.6% from the last closing price of $111.32. The brokerage target price is currently in the range of $135 to $210. This indicates a maximum upside of 88.6% and a no downside.OloZacks Rank #1 Olo operates an open SaaS platform for restaurants in the United States. OLO’s platform helps restaurants with digital ordering, delivery and full-stack payment programs, as well as enables brands to collect, analyze, and act on data to drive personalized guest experiences and profitable traffic.OLO’s solutions include Order, a suite of solutions assisting restaurant brands' on-demand digital commerce operations, enabling a unified digital ordering and delivery experience for guests, and menu and channel management for brands across their fragmented technology stacks; and Pay, a fully integrated payments platform that enables restaurants to enhance operations through unified payment processing management and reporting across digital and on-premise transactions, and advanced fraud prevention.OLO’s solutions also comprise Engage, a suite of marketing solutions that enables restaurants to aggregate and store guest data from Olo Order, Olo Pay, and other sources; segments it based on guest behavior; and delivers personalized marketing messages to guests that help enhance the restaurant's direct guest relationship and enhance restaurant traffic.Excellent Short-Term Price Upside for OLO SharesOlo has an expected revenue and earnings growth rate of 17.5% and 40.9%, respectively, for the current year. The Zacks Consensus Estimate for the current-year earnings has improved 10.7% in the last 30 days.The average short-term price target of brokerage firms represents an increase of 41.1% from the last closing price of $6.04. The brokerage target price is currently in the range of $8 to $10. This indicates a maximum upside of 65.6% and a no downside.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Booz Allen Hamilton Holding Corporation (BAH): Free Stock Analysis Report Arista Networks, Inc. (ANET): Free Stock Analysis Report Five9, Inc. (FIVN): Free Stock Analysis Report Olo Inc. (OLO): Free Stock Analysis Report Affirm Holdings, Inc. (AFRM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks