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software: Archive
UiPath and Unified Automation: What's Driving ARR Growth
by Shuvra Shankar Dey
PATH pushes a unified automation platform as enterprises consolidate tools, supporting ARR growth, stronger pilots and expansion among larger customers.
MSFTPositive Net Change PATHPositive Net Change NOWNegative Net Change
computers internet software tech-stocks
PATH Delivers Strong Quarter to Close its Fiscal Year: Is PATH a Buy?
by Shuvra Shankar Dey
UiPath closes fiscal year with 14% Q4 revenue growth, $1.853B ARR, and its first full-year GAAP profit as enterprises accelerate adoption of AI-driven automation.
MSFTPositive Net Change PATHPositive Net Change NOWNegative Net Change
computers internet software tech-stocks
PATH and Agentic AI: How UiPath's Platform Shift Could Pay Off
by Shuvra Shankar Dey
PATH pushes deeper into agentic AI with open standards, new platform tools, and partners, but real payoff may depend on adoption speed and future pricing models.
MSFTPositive Net Change NVDAPositive Net Change PATHPositive Net Change SNOWNegative Net Change
computers internet software tech-stocks
Nvidia Regains Steam as It Enters the Enterprise AI Agent Race
by Shaun Pruitt
Nvidia stock is regaining momentum amid reports that it's making an aggressive push to become an enterprise AI agent provider.
NVDAPositive Net Change MSFTPositive Net Change
artificial-intelligence investing large-cap magnificent-7 semiconductor software tech-stocks
CRM Stock Up More Than 5% in a Month: Should You Buy, Sell or Hold?
by Anirudha Bhagat
Salesforce stock climbs more than 5% in a month after strong Q4 results and rising AI momentum, but macro uncertainty and geopolitical issues keep investors cautious.
MSFTPositive Net Change CRMPositive Net Change SAPPositive Net Change ORCLPositive Net Change
artificial-intelligence computers software tech-stocks
Adobe Earnings Preview: Are AI Fears Overblown?
by Derek Lewis
Adobe helps kick off the 2026 Q1 cycle, though the period will pick up much more steam with the release of the big banks' results, which are due in about a month. But how do expectations stack up for the beaten-down software favorite?
ADBEPositive Net Change
artificial-intelligence earnings software tech-stocks
Previewing The 2026 Q1 Earnings Season: A Closer Look
by Sheraz Mian
The 2026 Q1 earnings season will take the spotlight when the big banks report their results in about four weeks, but we will already have seen fiscal February-quarter results from almost two dozen companies by then, including Oracle and Adobe.
ORCLPositive Net Change ADBEPositive Net Change
artificial-intelligence earnings software
Buy the Spike in CrowdStrike or Okta Stock After Posting Record Profitability?
by Shaun Pruitt
In a week marked by broader market volatility, cybersecurity firms CrowdStrike and Okta emerged as outperformers after exceeding their Q4 expectations.
OKTAPositive Net Change CRWDPositive Net Change
artificial-intelligence computers cybersecurity earnings investing software tech-stocks
The Software Recovery Already Started: 5 Stocks to Buy Now
by Ethan Feller
Amid the sharp correction in software stocks, opportunities emerge. Salesforce, ServiceNow, AppLovin, HubSpot and The Trade Desk all stand out for there strong growth forecasts and reasonable valuations.
CRMPositive Net Change NOWNegative Net Change HUBSPositive Net Change TTDPositive Net Change IGVPositive Net Change
artificial-intelligence saas software
Palantir Stock Rallies 12% in a Month: Buy, Hold, or Sell?
by Shuvra Shankar Dey
PLTR stock rebounds 12% in a month as AI platform demand, strong revenue growth, and expanding margins strengthen the company's long-term outlook.
AIPositive Net Change SNOWNegative Net Change PLTRPositive Net Change
artificial-intelligence computers internet software tech-stocks