Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
ServiceNow (NOW) is back in focus after a beat and raise second quarter, where revenue and profitability came in ahead of company guidance and annual subscription revenue expectations were lifted. See our latest analysis for ServiceNow. Recent moves in ServiceNow’s share price suggest momentum has picked up again, with a 30 day share price return of 18.41% and a 90 day return of 46.51%, even though the year to date share price return is still down 13.50% and the 1 year total shareholder...
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, and the reasoning behind it challenges the market's entire read on AI monetization.
Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.
Businesses with strong free cash flow tend to be more adaptable and resilient. Some of these companies shine bright by using their cash wisely to strengthen their market positions.
Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming ground after extended selling pressure tied to artificial intelligence concerns. He […]
Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI...
Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...
ServiceNow (NYSE:NOW) has quietly built one of the fastest-growing cybersecurity businesses in the industry, and on August 4, it made that ambition explicit. The company rolled out six new Autonomous Security solutions built to catch and fix threats before they turn into breaches, tied together under what it calls Shift Zero. The timing lines up […]
Fortude has launched an innovative AI-driven delivery model for ERP implementations using Infor CloudSuite. This model integrates industry accelerators with AI agents and human oversight to streamline and expedite the ERP implementation process, reducing costs and enhancing efficiency. By utilizing AI to automate repetitive tasks and organized project knowledge, Fortude aims to provide faster and more affordable ERP solutions, thereby allowing businesses to concentrate on data, automation,...
ACN's multi-year Dabur deal embeds AI across data, operations and decision-making to drive efficiency, agility and profitable long-term growth.
At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
Freshworks has appointed Ryan Manning as Chief Product and Technology Officer, taking charge of both product and technology strategy. The move is aimed at sharpening the company’s focus on mid market and enterprise customers. Manning brings previous leadership experience from ServiceNow and BMC Helix. Freshworks, traded as NasdaqGS:FRSH, is drawing fresh attention with this leadership change at a time when the stock trades around $12.04. The shares are up 7.7% over the past week and 16.4%...
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.
The software provider sits on a map of the enterprise that dedicated security vendors can't match.
In late July 2026, ServiceNow reported Q2 revenue of US$3,987 million and net income of US$298 million, while also filing shelf registrations for common stock related to its employee stock ownership plans. At the same time, ServiceNow’s AI portfolio surpassed US$1 billion in annual contract value and the company began implementing sizable layoffs to support margin improvement, underscoring a push to pair growth in AI-driven workflows with tighter cost control. We’ll now examine how...
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
Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in a valuation that was never sustainable.
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.
The corporate world has taken more than just algorithms and platforms from the tech world. It has absorbed some of the tech mindset, too.
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.
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
IBM's enterprise AI strategy centers on governance, security and hybrid control, but converting demand into durable revenue remains gradual.