Core Viewpoint - The software-as-a-service (SaaS) sector is experiencing significant turmoil due to fears of disruption from artificial intelligence (AI), but these fears may be exaggerated, presenting potential investment opportunities in select software stocks. Group 1: AppLovin - AppLovin has seen a stock price increase of 71% over the past year, yet it currently trades nearly 22% below its 52-week high [2][3] - The company is experiencing rapid revenue growth, particularly from its AI-powered Axon-2 adtech platform, which grew 68% year over year last quarter, enhancing gross margins and profitability [3] - Management plans to expand the platform beyond mobile gaming and introduce a self-serve ad manager, which are expected to be growth catalysts [3] Group 2: Salesforce - Salesforce aims to lead in agentic AI by launching Data Cloud (now Data 360) and acquiring Informatica, positioning itself as the master record of organizational data [4][5] - The stock has decreased by about 28% over the past year, attributed to concerns over slowing core growth and increased competition, making it relatively cheap with a forward P/S multiple below 5 and a forward P/E ratio of 18 [5] Group 3: Workday - Workday claims to have the "largest and cleanest" human resource and finance database, which is crucial in the AI era [6] - The company is introducing AI agents and tools for finance, legal, and HR, and has acquired Paradox to enhance its hiring process [7] - Workday's stock has fallen nearly 24% over the past year, but it is trading at a forward P/S ratio below 5 and a forward P/E of 18, indicating it is undervalued [7] Group 4: GitLab - GitLab operates a DevSecOps platform and has seen its stock decline about 45% over the past year due to fears that AI may reduce the need for coders [9] - Despite these concerns, the company has consistently grown its revenue by 25% or more, driven by an increasing enterprise customer count [10] - The launch of its Duo Agent solution and a new hybrid pricing model could serve as growth catalysts, with the stock trading at a forward P/S multiple under 5.5 [10] Group 5: UiPath - UiPath's stock has decreased about 24% from its 52-week high, but the company is transitioning to become an AI orchestration platform [11] - The Maestro platform is designed to manage AI agents and software bots, addressing the need for governance and compliance as AI agents proliferate [13] - The stock is attractively valued, with a forward P/S multiple below 5 and a forward P/E around 20 [14]

Key Points UiPath has a huge opportunity with AI agent orchestration. A shift in pricing strategy and a cheap stock price could propel GitLab's stock to new levels. SentinelOne stock trades at a huge discount to peers, and it has a couple of catalysts on the horizon. 10 stocks we like better than UiPath › The strong performance in artificial intelligence (AI) stocks in recent years has largely been led by big technology companies, especially those involved in AI infrastructure. However, there are ...

分析师指出，2025年美股软件股表现落后于大盘——IGV软件指数上涨6%，而标普500指数上涨16%。相关软件股实际公布的业绩其实相 当稳健，但围绕AI的各种争论持续对估值倍数构成压力。 巴克莱将笛卡尔物流系统集团的评级从"持股观望"上调至"增持"，并将其目标价从106美元上调至105美元。分析师认为，该公司最新公 布的2026财年第三季度业绩是一个积极的转折点，但考虑到其近期表现(去年股价下跌21%，而IGV指数上涨8%)，这一转折点被市场低 估了。 分析师表示："在我们看来，该公司最困难的时期已经过去，第三季度有机增长率从2026财年上半年因部分关税相关影响而创下的多年低 点重新加速。我们看到其持续的执行力以及2027财年上半年更容易的比较基数，将支撑其基础增长率保持稳定或略有改善，并且该公司 中期内通过小型补强收购推动非有机增长仍有空间。当前的市场环境以及管理层近期的评论，都预示着对该公司有利的并购环境。" Raimo Lenschow及其团队表示："我们认为这一情况将在2026年发生改变。在我们看来，应用软件公司将因比较基数变得更容易(终于摆 脱了疫情泡沫期的逆风)而获得增长支撑，同时定位良好的供应商 ...

SAN FRANCISCO--(BUSINESS WIRE)--All-Remote - GitLab Inc., the most comprehensive intelligent DevSecOps platform, today announced the appointment of Siva Padisetty as Chief Technology Officer, effective January 15, 2026. Padisetty will lead GitLab's software engineering, operations, and customer support teams to execute the company's technical vision and strategy and oversee the development and delivery of GitLab's products. He succeeds Sabrina Farmer, who stepped down from her role and will rem. ...

Core Viewpoint - GitLab Inc. (NASDAQ:GTLB) is recognized as a promising AI stock under $50, but recent downgrades indicate caution regarding its near-term execution risks despite its long-term potential in AI [1][2]. Group 1: Analyst Ratings and Price Targets - Keybanc downgraded GTLB from Overweight to Sector Weight, maintaining the price target, reflecting concerns about execution risks [1]. - Analysts on Wall Street have a consensus "Buy" rating for GTLB, with an average price target of $52.50, suggesting a potential upside of 37.47%. The highest target of $72 indicates an upside of 88.53% [4]. Group 2: Company Performance and Market Position - GitLab is recognized for its comprehensive, AI-powered DevSecOps platform that integrates planning, building, securing, and deploying software [4]. - The transition to a hybrid model with consumption-based elements may introduce additional execution risks for the company [2]. Group 3: Market Trends and Challenges - The rise of AI code generation is expected to impact developer headcount growth negatively, particularly for seat-based models [3]. - Analysts express a balanced view on the risk-reward profile of GTLB at current levels, acknowledging its platform's potential for driving consolidation opportunities [3].

Core Viewpoint - GitLab Inc. (GTLB) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in a company's earnings picture, with the Zacks Consensus Estimate reflecting EPS estimates from sell-side analysts [1][2]. - Changes in future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [4]. Business Improvement Indicators - Rising earnings estimates and the Zacks rating upgrade for GitLab suggest an improvement in the company's underlying business, which could lead to increased stock prices as investors respond positively [5][10]. - Over the past three months, the Zacks Consensus Estimate for GitLab has increased by 45.2%, indicating a positive trend in earnings expectations [8]. Zacks Rank System Overview - The Zacks Rank stock-rating system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [9][10].

Core Insights - In 2025, businesses experienced rapid advancements in artificial intelligence (AI), impacting their growth trajectories, while concerns about an AI bubble and macroeconomic challenges dampened stock performances. However, beaten-down stocks are expected to benefit from the January Effect, presenting opportunities for investors to acquire fundamentally strong stocks with promising earnings growth prospects [1][10]. AI Industry Trends - The integration and adoption of AI across various sectors are anticipated to be significant growth catalysts, enhancing operational efficiency, optimizing supply chains, and improving decision-making processes. Companies investing in AI-driven analytics and automated customer engagement are likely to see improved margins and accelerated growth [3][10]. - The global AI infrastructure market is projected to reach $758 billion by 2029, driven by strong demand for compute and storage hardware. Global AI spending is expected to exceed $2 trillion in 2026, up from an estimated $1.5 trillion in 2025, indicating robust investment momentum [4]. Company-Specific Insights - **nCino**: This company is expected to drive demand in 2026 with its AI-powered solutions. The Zacks Consensus Estimate for nCino's fiscal 2026 earnings is 89 cents per share, reflecting a 36.92% year-over-year increase, despite a 21.7% decline in stock value over the past year [5][7]. - **Global-e Online**: Benefiting from AI integration, the company is enhancing efficiency and customer experience. The Zacks Consensus Estimate for its fiscal 2026 earnings is 94 cents per share, indicating a 177.06% year-over-year increase, although shares have dropped 27.4% in the last year [8][11]. - **GitLab**: This company is experiencing strong demand for its AI-native DevSecOps platform. The Zacks Consensus Estimate for GitLab's fiscal 2026 earnings is 88 cents per share, showing an 18.92% year-over-year increase, despite a 33% decline in stock value over the past year [12][13]. - **Samsara**: The company has introduced advanced AI capabilities, with a Zacks Consensus Estimate for fiscal 2026 earnings at 50 cents per share, reflecting a 92.31% year-over-year increase, despite a 16.9% decline in stock value over the past year [14][15].

Group 1 - GitLab Inc (NASDAQ:GTLB) is viewed as a potentially strong investment opportunity despite mixed analyst ratings, with BTIG initiating coverage with a Buy rating and a target price of $52, while Morgan Stanley maintains an Overweight rating but lowers its target to $55 from $60 [1][2] - GitLab reported Q3 revenue of $244.4 million, reflecting a 25% year-over-year increase, and provided its first guidance increase of the year, although concerns were raised about weakening demand from federal and small business sectors [2][3] - The company's customer remaining performance obligations growth has slowed, decreasing to 28% from 34% in the third quarter, indicating potential challenges ahead [2] Group 2 - GitLab operates a comprehensive, AI-powered DevSecOps platform that facilitates collaboration among development, security, and operations teams, aiming to enhance software delivery speed and security [4] - Despite the potential of GitLab as an investment, some analysts suggest that other AI stocks may offer better upside potential with less downside risk [5]

Both SoundHound and GitLab look poised to rebound in 2026.The stocks of SoundHound AI (SOUN 2.44%) and GitLab (GTLB 2.07%) have both had a rough go in 2025. The former trades down more than 40% on the year, as of this writing, while the latter has lost more than 30% of its value.However, both stocks could be poised to rebound in 2026. Let's take a close look to see which one has the better opportunity to outperform next year. The case for SoundHoundAISoundHound's underperformance in 2025 has more to do with ...

Core Insights - Cloudfresh has been awarded the 2025 EMEA GitLab Partner of the Year for Emerging Markets in Eastern Europe and Israel, highlighting its leadership in multi-vendor cloud solutions [1] - The award reflects the collective effort of Cloudfresh's organization in promoting modern DevSecOps and AI practices [1] Company Summary - Cloudfresh is recognized as a certified GitLab Select and Professional Services Partner, indicating its expertise and commitment in the cloud solutions sector [1] - The company focuses on supporting organizations in the development and expansion of advanced technological practices [1]