
PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.
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PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.

Dynatrace (DT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Vertiv (VRT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.
Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.
Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Rimini Street (NASDAQ:RMNI) reported second-quarter revenue growth and reiterated its full-year outlook, citing demand for its core support offerings, expansion of its enterprise software services portfolio and progress in selling AI-focused solutions. Revenue for the quarter ended June 30 was $111
Despite a slight revenue dip, TeamViewer SE (TMVWF) strengthens its market position through strategic alliances and increased AI integration, while navigating macroeconomic uncertainties.
ServiceNow beat Q2 Wall Street consensus estimates and raised revenue forecasts. The company's shares now show signs of escaping the 'SaaSpocalypse'.
ServiceNow Inc (NOW) reports a strong Q2 with 23% subscription revenue growth and AI ACV surpassing $1 billion, despite facing market uncertainties.
ServiceNow (NYSE:NOW) reported stronger-than-expected second-quarter 2026 results, with executives pointing to broad demand across artificial intelligence, cybersecurity, IT operations, customer relationship management and employee workflows. Chairman and Chief Executive Officer Bill McDermott said
Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.
ServiceNow (NOW) delivered earnings and revenue surprises of +4.65% and +1.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
ServiceNow reported Q2 earnings and revenue that topped estimates but the software maker's guidance came in slightly below views.
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
Alphabet and Tesla will kick off the Magnificent 7 earnings season later Wednesday, while several other large tech companies are also scheduled to release results that will help determine where the AI trade is headed next.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results.
ServiceNow Inc (NYSE:NOW, XETRA:4S0) is expected to report a solid second-quarter performance, with Jefferies analysts forecasting results above guidance for key subscription metrics and a potential increase to its full-year subscription revenue outlook, supported by strong execution, early...
Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.
Enterprise workflow automation company ServiceNow (NYSE:NOW) will be reporting results this Wednesday afternoon. Here’s what to expect.
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