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Salesforce (CRM) has secured a three year Agentic Enterprise License Agreement with the U.S. Department of Veterans Affairs, a contract valued at up to US$1.6b that highlights growing demand for its AI driven government cloud services. See our latest analysis for Salesforce. The VA agreement lands after a month in which software stocks caught a tailwind and Salesforce secured higher profile around AI. However, the share price return is still down 26.68% year to date and the 5 year total...

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.

Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.

The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.

CRM turns Slack into an AI-powered collaboration hub, driving bigger enterprise deals, deeper engagement and cross-selling potential.

Broadridge Financial (BR) delivered earnings and revenue surprises of +1.87% and +2.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

(Bloomberg) -- Early last year, venture capital firm Felix Capital set out to raise $600 million for its next fund, touting previous investments in fitness-machine maker Peloton Interactive Inc. and food-delivery service Deliveroo. But investors want to see returns from older funds before they commit new capital, and Felix is still $150 million short of its target, according to a person with knowledge of the matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBev

Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop.

Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst

Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.

Stocks in software and retail see an upswing as investors pull back from AI infrastructure stocks.

Software is rapidly reducing operating expenses for businesses. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 13.5% return has topped the S&P 500 by 8.6 percentage points.

Salesforce Inc. (NYSE:CRM)’s shares, like other stocks, haven’t performed well in today’s AI era. They are down by 30.9% over the past year and by 29.6% year-to-date. Cramer has discussed Salesforce Inc. (NYSE:CRM) several times over the past couple of months. Most of his remarks have focused on the split in investor sentiment about the […]

Salesforce stock has rebounded in recent weeks after a challenging start to the year, and valuation tools now suggest the market price may sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) model. Year to date, Salesforce shares are down 27.4%, which means the recent bounce has not yet erased the earlier decline. The recent US$1.6b contract with the Department of Veterans Affairs can support long term cash flow expectations, while competitive pressure on Slack...

CorpGov hosted a fireside chat on July 28 from the floor of the New York Stock Exchange with Gabriel Hasson, Global Head of Governance, Shareholder and Activism Advisory, Managing Director at ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed the back to fundamentals for corporate governance as shareholder activism reaches […] The post Activist Investors Shift Back to Basics: ICR Global Head of Governance Gabriel Hasson, Live at NYSE appeared first on Co

A moderate five-year correlation to the broad market says much of what Oracle does is genuinely its own, and its down-day behavior says what that costs.

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

Blackbaud's long-term contracts, embedded payments and AI agents could deepen cross-selling, though material AI revenue is not expected in 2026.

BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.

BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.

Salesforce (CRM) closed the most recent trading day at $180.71, moving 4.07% from the previous trading session.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

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 they belong is far wider than Wall Street admits.

The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...

Moby summary of Bandwidth Inc.'s Q2 2026 earnings call

The fair value estimate for Salesforce stock has been adjusted from US$248.24 to US$241.72, a relatively small move that still signals a shift in how the story is being modeled. This change sits against mixed Street commentary, with some analysts encouraged by Agentforce, Fin and large government wins, while others focus on slower core growth and open questions around AI monetization. As you read on, you will see how these differing views shape the evolving Salesforce narrative and what that...

US benchmark equity indexes fell intraday as traders awaited the Federal Reserve's policy decision a