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].

Gitlab Inc (NASDAQ:GTLB) is one of the best beaten down stocks to invest in according to analysts. On December 16, BTIG began coverage of Gitlab Inc (NASDAQ:GTLB) with a Buy rating and a $52 target. On December 3, Morgan Stanley reiterated an Overweight rating on the stock but cut the price target to $55 from $60. In contrast, Macquarie downgraded the stock to Neutral from Outperform and cut the price target to $40 from $70, concerned that the company has yet to show a clear path to reaccelerating growth. ...

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]

Core Insights - TFJ Management has increased its investment in GitLab by purchasing an additional 116,490 shares, raising its total holdings to 221,259 shares valued at approximately $9.97 million as of September 30 [2][3] - GitLab's stock price is currently at $38.00, reflecting a 32% decline over the past year, contrasting with the S&P 500's increase of 16.5% during the same period [3] - GitLab reported a revenue of $244.4 million for the latest quarter, marking a 25% year-over-year growth, alongside an adjusted free cash flow of $27.2 million and a non-GAAP operating margin of 18% [10] Company Overview - GitLab is a leading provider of DevOps lifecycle software, enabling organizations to efficiently plan, build, secure, and deploy applications through a unified platform [6][8] - The company operates on a subscription-based model, which contributes to predictable and recurring revenue streams [6][13] - GitLab serves a diverse international client base, focusing on streamlining software delivery, security, and collaboration [8] Financial Metrics - GitLab's total revenue for the trailing twelve months (TTM) is $906.25 million, with a net income of -$46.47 million [4] - The company's market capitalization stands at $6.40 billion [4] - Dollar-based net retention rate is strong at 119%, with a 23% increase in customers spending over $100,000 annually [10] Investment Perspective - TFJ Management's investment in GitLab represents 6.72% of its 13F assets under management, indicating a significant but not dominant position [3][11] - The investment strategy appears to favor volatile growth names, suggesting a tolerance for market fluctuations while recognizing GitLab's stabilizing fundamentals [11] - The disconnect between GitLab's stock performance and its underlying business growth presents potential long-term investment opportunities [11]

OneStream, the Michigan-based enterprise software firm, with a focus on the financial services sector, is the first software stock we’ll look at here. The company bills itself as ‘the operating system for modern finance,’ and offers its customers a cloud-based AI platform that lets its users reconcile data and manage workarounds, freeing up time and energy for their more vital business functions.Putting this view into concrete terms, Altmann has recommended three beaten-down software stocks as Buys for the ...

Gitlab Inc (NASDAQ:GTLB) stock is down 1.1% to trade at $38.19 at last glance, after suffering a downgrade from KeyBanc to "sector weight" from "overweight." The analyst in question cited the software giant's pricing power, as well as changes to its business model that increase execution risk in the short term.The brokerage bunch leaned optimistic toward GTLB coming into today, with 20 of the 29 firms in coverage sporting a "buy" or better, while the 12-month consensus target price of $53.73 is a 40.1% pre ...

华尔街最受热议、且对市场影响显著的分析师评级报告现已汇总呈现。以下是由 The Fly 整理的、投资 者今日需重点关注的评级变动信息。 五大评级上调个股 1. 罗库（ROKU）：摩根士丹利将其评级从 "减持" 上调至 "增持"，目标价由 85 美元上调至 135 美 元。该机构指出，得益于数字广告市场的强劲表现，2026 年美国广告支出有望实现 "稳健" 增 长。 2. 奥克塔（OKTA）：杰富瑞在其 2026 年软件行业展望报告中，将奥克塔评级从 "持有" 上调至 "买 入"，目标价由 90 美元上调至 125 美元。该机构在研报中向投资者表示，奥克塔正着力打造完整 的身份认证平台，有望把握智能代理需求增长的机遇，发展潜力巨大。 3. 赛富时旗下 ServiceNow（NOW）：古根海姆将其评级从 "卖出" 上调至 "中性"。该机构表示，此 次评级上调的依据是当前股价已低于此前设定的目标价，估值具备吸引力。 4. 罗克韦尔自动化（ROK）：高盛将其评级从 "卖出" 上调至 "中性"，目标价由 329 美元上调至 448 美元。高盛在研报中称，在新任管理层的带领下，公司正处于结构性提价的初期阶段，此举 有望在 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Morgan Stanley upgraded L3Harris Technologies (LHX) to Overweight from Equal Weight with a price target of $367, up from $350, as part of its 2026 outlook for aerospace and defense. The firm sees aerospace and defense as attractive going into 2026, saying demand continues to outpace supply growth. Morgan Stanley a ...

Group 1 - The stock market is experiencing significant gains entering 2026, primarily driven by advancements in AI technology [1] - AI is revolutionizing the workplace and is seen as a new force in the industry [1] - Gary Alexander has extensive experience in technology sectors, contributing insights on themes shaping the industry [1]