ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts,…
ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where…
Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a…
ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something…
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one…
Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq…
Live Updates Workday Q1 Earnings Coverage Wrap-Up5:27pm ETThat wraps up our initial coverage of Workday’s Q1 results. Thank you for stopping by! Top Questions Ahead of Workday's Q1 Results4:30pm ETWorkday’s (NASDAQ:WDAY |…
Thomas Richmond A name that needs no introduction for job seekers, Workday (NASDAQ:WDAY | WDAY Price Prediction) shares are down 38% year to date and have shed ~44% over the past year, landing at…
David Beren Pre-Market Stock Futures: Futures are trading higher this morning, but what a difference a day makes after a “Meltdown Monday.” Stocks rallied on Tuesday, and all major indices closed higher. While not…
Workday (NASDAQ: WDAY | WDAY Price Prediction) delivered a strong Q4 FY2026 report after Tuesday’s close, but an initial after-hours selloff signals investors may have been hoping for more from the company’s…
Trey Thoelcke Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates them? Profitability…
Live Updates Apple Roundup11:59am ETApple (Nasdaq: AAPL | AAPL Price Prediction) stock is up just under 1% today. The company’s iPhone shipments are reportedly on pace to surpass those of Samsung’s devices,…
Live Updates Key Operating Highlights4:14pm ET KPI Q3 FY26 YoY Change Why It Matters Subscription Revenue $2.244B +14.6% Continues durable subscription compounding. 12-mo Sub Backlog $8.21B +17.6% Indicates accelerating demand visibility. Total…
Joel South Live Updates My takeaway from the quarter 4:23pm ET Metric Prior FY26 Post-Guide FY26 Shift Subscription Rev ~$8.78B $8.815B ✅ Higher Margin ~28.5% 29.0% ✅ Higher Takeaways Bullish: AI adoption now tied…
Joel South Jim Cramer has been quite successful with his picks this cycle, and he has caught several stocks that have delivered triple-digit returns. Considering that Cramer’s specialty lies mostly within growth stocks in…
