Cloud net ARR expansion hit 120%, meaning existing customers alone are growing Appian's book faster than most of enterprise software. The fifth straight EPS beat is doing real work on a $2.0 billion market cap.
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Appian reports before the open with six straight EPS beats behind it, and consensus sits at $0.33 EPS on $216.94 million in revenue. A seventh beat is what the $2 billion low-code story is priced for.
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From Activist Pressure to AI Fit: Why These 3 Software Stocks Could Be Gone by Year-End
Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant. Mid-cap, sticky enterprise software companies with negative book equity,…
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September may be scary for investors, but that hasn't stopped insiders like Mexican billionaire Carlos Slim from further boosting their stakes, including in energy companies.
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