LONDON--(BUSINESS WIRE)--Global data and technology company Experian today announces the launch of its Aperture Data Studio integration with Snowflake, the AI Data Cloud company. The integration enables organisations to leverage Aperture Data Studio's powerful data quality capabilities to profile, transform, and validate data directly within the Snowflake platform. By connecting with Snowflake's AI Data Cloud, Experian has joined Snowflake in mobilising the world's data to help organisations co. ...

智通财经APP获悉，摩根大通策略师表示，随着市场计入了对人工智能(AI)在短期内颠覆软件行业的不切实际的预期，软件股有望从其历史性下跌中 反弹。由杜布拉夫科·拉科斯-布亚斯(Dubravko Lakos-Bujas)领衔的策略师团队指出，鉴于当前"极端的价格波动"，投资者应增加对高质量、对AI更具 韧性的软件公司的敞口，至少在短期内，市场存在资金重新轮动回该板块的可能性。该团队在一份报告中写道："鉴于市场仓位已被充分出清、对AI 颠覆软件行业的前景过度悲观，以及基本面依然稳健，我们认为风险回报的平衡正越来越偏向于反弹一侧。" 由于担心新型AI工具可能对传统软件即服务(SaaS)商业模式造成冲击，美股软件股近期持续承压。此次抛售并未区分企业是否已与AI公司建立合作 关系、或是否拥有专有数据资产，几乎对所有相关软件公司一视同仁。 这一看多观点也呼应了由迈克尔·威尔逊(Michael Wilson)领衔的摩根士丹利策略师团队的判断。该策略师团队本周表示，美国科技股仍有进一步上涨 空间，而软件股的下跌已经打开了"具有吸引力的入场窗口"。威尔逊在报告中写道："在重大的投资周期中，上周那样的波动并不罕见。尽管如此， 人工 ...

February 8, 2026 03:47 PM GMT Software | North America Software Gut Check – AI IS Software Peak uncertainty has severely impacted Software multiples, as investor worry about potential AI impacts. GenAI fundamentally expands the capabilities of enterprise software – presenting opportunities along with risks, with the pullback giving attractive entry points in well positioned incumbents. Key Takeaways Setting the Stage – The AI Opportunity in Software. Generative AI represents the continuing expansion of what ...

Snowflake Stock and 2 More Software Plays to Buy on a 'Too Harsh' Software Drop - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Snowflake Stock and 2 More Software Plays to Buy on a 'Too Harsh' Software DropByTae KimShareResize---ReprintsIn ...

Core Insights - Yuki has joined the Amazon Web Services (AWS) ISV Accelerate Program, enhancing its market presence and collaboration with AWS partners [1][5] - The platform is designed to manage variable data workloads for GenAI and LLM applications, improving performance and cost predictability [2][6] - Yuki serves as an orchestration layer for Snowflake and BigQuery, optimizing resource allocation and reducing operational drag [3][7] Company Overview - Yuki is a control platform for cloud data warehouses, focusing on automatic workload routing and resource right-sizing [7] - The platform has demonstrated significant cost savings for customers, averaging 42% last year, with quick onboarding processes [5] - Yuki plans to expand its support to additional environments, including Databricks, later in the year [5] Industry Context - The increasing complexity of AI-era data stacks presents governance challenges, which Yuki aims to address through its automation capabilities [6] - The ISV Accelerate Program provides co-sell support, enabling Yuki to leverage AWS's global sales network for better customer outcomes [5][6]

Starting with an Ives favorite in Palantir (PLTR). Dubbed as the “Messi of AI” by Ives, Palantir is a software company specializing in data integration, analytics, and AI-driven decision platforms for governments and enterprises worldwide. Palantir builds mission-critical software platforms that unify disparate data sources and apply analytics/AI to produce insights and operational decisions.Ives's bullishness about the software sector has been longstanding. Yet, it is not for all the names. Which ones, the ...

摩根士丹利认为，软件估值的大幅回调已经在九家主要科技公司中创造了买入机会，他们认为市场对生成式AI颠覆的担忧已经过度。 微软 被描述为"明确参与最重要创新周期的公司"，而财捷集团的估值被标记为"非常具有吸引力"。与此同时，Salesforce的AI相关年度经常性 收入同比增长114%。Shopify被视为"最有能力在不断扩大的在线商务蛋糕中获取超过其公平份额的公司"。 该银行表示，生成式AI代表了一个重要的长期机遇，估计到2028年，它可能为"更广泛的企业软件总可寻址市场增加约4000亿美元"。 Weiss补充道："底线是： 问题不在于软件最终是否会在这个创新周期中实现货币化，而在于谁将参与其中。 " 他补充说，"在约4.4倍企业价值/销售额的水平上，平均软件估值倍数已回到上次公共云高度不确定性时期的范围。" 该分析师指出，投资者低估了现有供应商从AI采用中受益的能力。 根据该报告，"关于生成式AI的悲观论点似乎对现有软件供应商参与这一创新周期的能力给予了太少的信任。" 摩根士丹利强调了 微软 、 财捷集团 、 Salesforce 、 ServiceNow 、 Atlassian 、 Snowflake 、 ...

Snowflake Inc. (NYSE:SNOW) is one of the most promising future stocks to buy now. Bank of America Securities maintained a Buy rating on Snowflake Inc. (NYSE:SNOW) on February 6, setting a price target of $275. Rosenblatt Securities also reaffirmed a Buy rating on Snowflake Inc. (NYSE:SNOW) on February 3. In a separate development, Snowflake Inc. (NYSE:SNOW) announced on February 4 that United Rentals rolled out a new AI agent built on Snowflake Intelligence to operational teams working across 1,600+ bran ...

Core Viewpoint - Wall Street analysts maintain a positive outlook on software businesses despite recent market declines, suggesting that the sell-off may be overdone and presenting potential investment opportunities in select software stocks [1][3]. Software Sector Overview - The iShares Expanded Tech-Software Sector ETF has experienced a decline of over 22% since December 10, officially entering bear market territory as of February 3 [3]. - Analysts believe that certain software stocks could offer significant upside potential, with average price targets indicating increases of 47% to 63% [3]. Company-Specific Insights Datadog - Datadog's stock has fallen from nearly $200 per share in early November to around $120, indicating a potential upside of 61% according to analysts [5][9]. - The company provides cloud monitoring and security solutions, and is expected to grow revenue by 20% by 2026, leveraging AI to enhance operations and create new capabilities [6][8]. - Of the 33 analysts covering Datadog, 30 have a buy rating, reflecting strong confidence in its business model and future growth [9]. Snowflake - Snowflake's stock has an average price target suggesting a 63% upside, despite challenges in convincing investors of its AI strategy and its current lack of profitability [10][14]. - The company has formed partnerships with AI leaders and completed a $200 million deal with OpenAI, indicating its relevance in the AI space [13]. - Analysts remain optimistic, with 30 out of 33 providing buy ratings, highlighting confidence in its long-term potential [14]. Microsoft - Microsoft, while primarily known as a software company, is also seen as a major beneficiary of the AI boom, despite a 23% decline in stock price over the past six months [15][19]. - The company faced a sell-off following lower-than-expected growth in its Azure cloud business, which is critical for its AI-related revenue [16][18]. - Analysts have a strong positive outlook, with 34 out of 35 providing buy ratings, suggesting a 47% upside potential for the stock [19].

Group 1 - Bank of America lowered its price target on Snowflake Inc. to $275 from $310 while maintaining a Buy rating, indicating a revised valuation framework rather than a decline in fundamentals [1] - The adjustment in price target was driven by updated growth assumptions, risk considerations, and broader peer multiple compression, while confidence in Snowflake's long-term positioning in the AI-driven data cloud market remains strong [1] - Snowflake disclosed the resignation of board member Jeremy Burton following its acquisition of Observe, Inc., emphasizing that the departure was procedural and not due to operational disagreements [3] Group 2 - Snowflake is a cloud-based data platform company founded in 2012, enabling organizations to analyze and share data at scale with low latency across multiple workloads [4] - The company is closely tied to enterprise spending on cloud migration, analytics, and artificial intelligence, positioning it to benefit from sustained demand for AI-enabled data solutions in the long run [4] - Despite near-term valuation adjustments, Snowflake's role as a core data infrastructure provider is expected to support its growth in the evolving market [4]