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3 Software Stocks Recently Raising Guidance
Zacks22d agoneutral
3 Software Stocks Recently Raising Guidance

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.

Investing.com47d agoneutral
Software catches a bid as investors rotate ahead of Palantir earnings

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 Q2 Earnings Call Highlights
MarketBeat49d agoneutral
Rimini Street Q2 Earnings Call Highlights

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

Goldman says ServiceNow is writing a totally new playbook
TheStreet55d agoneutral
Goldman says ServiceNow is writing a totally new playbook

Seven years ago, on an earnings call, ServiceNow CEO Bill McDermott promised the company would become the defining enterprise software company of the 21st century, according to a transcript published by Benzinga. That promise rested almost entirely on IT ticket routing, the unglamorous software ...

ServiceNow’s quiet $1B cybersecurity boom
TheStreet56d agoneutral
ServiceNow’s quiet $1B cybersecurity boom

ServiceNow reported second-quarter results the evening of Wednesday, July 22, beating Wall Street’s expectations on revenue, margin, and bookings. The backdrop made that harder than it sounds. Investors had spent the prior week watching IBM and Pegasystems blame artificial intelligence spending ...

Bank of America spots ServiceNow’s overlooked AI advantage
TheStreet57d agoneutral
Bank of America spots ServiceNow’s overlooked AI advantage

Bank of America reiterated its Buy rating and $130 price target on ServiceNow (NOW) after the software company reported stronger-than-expected second-quarter contract growth. The target represents about a 36% upside from the $95.46 share price listed in BofA’s July 23 report. According to the ...

ServiceNow Q2 Earnings Call Highlights
MarketBeat58d agoneutral
ServiceNow Q2 Earnings Call Highlights

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