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Atlassian opened the year looking like a poster child for Wall Street's fears about AI eating up the software market. Atlassian — a maker of software tools focused on workplace projects and collaboration — has been on a bounce-back rally since tumbling almost 60% during the first three months of the year. With a slight gain in Thursday's trading, Atlassian is ahead almost 19% on the year.

Docusign's IAM mix, improving earnings outlook and discounted valuation support its growth case, while liquidity and pricing risks remain in focus.

Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.

SNOW's faster growth, rising AI adoption, and customer expansion outpace ADBE, even as its shares command a far richer valuation.

AI safety debate splits software trade as cybersecurity demand stays in focus.

In early September 2026, Adobe reported record third-quarter revenue of US$6.76 billion, modest growth in net income, issued fourth-quarter and full-year 2026 guidance, advanced its AI roadmap in Acrobat and Student Spaces, executed multi-billion-dollar share repurchases, and confirmed a leadership transition with Anil Chakravarthy set to become CEO on December 1, 2026. These updates highlight how Adobe is pairing AI-driven product expansion, such as Acrobat’s new productivity agent and...

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc. (NASDAQ:ADBE) rose roughly 2.5% to 3% as chip stocks fell following calls to slow frontier AI development. The market has spent much of the year asking whether stronger models make incumbent software obsolete. A slower frontier suddenly makes the opposite question […]

Investors reassess AI disruption risks as software finds a fresh catalyst.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Investors rotated from AI hardware toward enterprise software as slower model development reduced fears of rapid software disruption.

Adobe rose to $262.83 as investors rotated toward software, while AI-first ARR surged more than 150% in the latest quarter.

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

At the pace management is targeting, the milestone is about a year away -- and the stock trades at a single-digit multiple of next year's expected earnings.

Freemium adoption crossed a milestone this quarter, but one Wall Street bank says that’s still not the metric that matters.

Adobe continues to deliver consistent revenue growth.

Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof. Reuters reported September 10 that Adobe’s third-quarter revenue rose to $6.76 billion, beating the $6.70 billion consensus estimate. Adjusted earnings of $6.13 per share also topped expectations. Adobe also raised its full-year revenue and earnings […]

AI-first ARR grew more than 150% and monthly active users passed one billion

Adobe is one of the most attractively valued software stocks in the market, but Salesforce is generating more cash than ever and signing bigger deals.

Adobe offers proven profitability at a historically low valuation, while Ciena offers explosive growth at a premium price.

Adobe is one of the most attractively priced software stocks in the market right now, while CrowdStrike commands a premium valuation that reflects one of the strongest growth trajectories in cybersecurity.

Adobe's Q3 fiscal 2026 earnings and revenues beat estimates as subscription growth and surging AI-first ARR powered results and lifted full-year targets.

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Adobe raised full-year revenue and earnings targets after record third-quarter revenue. Jefferies and Citi cut price targets, according to TheFly.

The August Producer Price Index from the U.S. Bureau of Labor Statistics showed a monthly expansion of 0.4%, lifting headline figures to an annual rate of 5.4%.

Dan Ives says Oracle's earnings and a string of AI-fueled beats give software stocks their clearest signal yet.

Adobe (ADBE) delivered earnings and revenue surprises of +0.82% and +1.02%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?