Snowflake (SNOW) shares are recovering some of their recent losses ahead of the software firm’s pivotal earnings announcement scheduled for Feb. 25 after market close. Analysts believe SNOW will report a 27% year-over-year increase in revenue to $1.25 billion and a significantly narrower loss of $0.65 a share for its fourth-quarter results. Still, there’s reason to remain on the sidelines with Snowflake. The stock is currently down more than 30% versus its year-to-date high. More News from Barchart www ...

Bloomberg Investors have been ditching software stocks for months on fears of disruption from artificial intelligence, and upcoming earnings from the group aren’t expected to settle any nerves. A number of software companies report earnings this week, including Workday Inc., Salesforce Inc., Intuit Inc., Autodesk Inc. and Snowflake Inc. But worries about AI’s relentless drag on growth are so prevalent there may be little management teams can say or do to reverse it, at least for now. Most Read from Blo ...

Key Takeaways Block is set to report Q4 2025 results on Feb. 26, with revenues expected to rise 5.7% year over year.XYZ projects Q4 gross profit of $2.755B, up 19%, with a 20% adjusted operating margin.Block's EPS consensus estimate was cut to 65 cents, down 8.5% from last year.Block (XYZ) is set to report fourth-quarter 2025 results on Feb. 26, after market close. While the company’s quarterly results are likely to display a year-over-year rise in revenues, earnings per share (EPS) are expected to decline. ...

Key Takeaways WULF is set to report Q4 2025 results with revenues seen rising 24.46% year over year.TeraWulf advanced its HPC pivot, expanding a 168 MW JV and securing major project financing.WULF likely maintained 7.2 EH/s hash rate, but wider losses and dilution may pressure results.TeraWulf (WULF) is slated to report fourth-quarter 2025 results on Feb. 26.The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $43.55 million, indicating an increase of 24.46% year over year.The consensus mar ...

All right, welcome back to Morning Trade Live. It's time for the big picture. So, let's welcome in Joe Maza, head trading derivatives strategist at Charles Schwab.Very good morning to you, Joe. Uh, wow. Uh, what the carnage we've seen in uh obviously softwares.Let's talk about this because I mean there's just so much talk about this. IGV is obviously staging a little bit of a comeback this morning, but I mean it's been at its lowest level on record. We've seen this week every software name in the S&P 500 be ...

Key Takeaways The Zacks Consensus Estimate pegs CPNG's Q4 earnings at 2 cents per share, down 50% year over year.Coupang's developing offerings segment is expected to remain a drag on profitability in Q4.Coupang's elevated effective tax rate is expected to limit bottom-line conversion in the quarter.Coupang (CPNG) is scheduled to report its fourth-quarter 2025 results on Feb. 26.The Zacks Consensus Estimate for CPNG’s fourth-quarter 2025 revenues is currently pegged at $9.14 billion, indicating a 14.78% inc ...

Key Takeaways Baidu is set to report Q4 2025 results on Feb. 26, with revenue seen rising just 0.15% year over year.BIDU's AI Cloud and AI-native marketing units showed strong prior growth, led by 33% cloud infra gains.Online marketing revenues face pressure as ad spend shifts to short-video and social platforms.Baidu (BIDU) is scheduled to release fourth-quarter 2025 results on Feb. 26.The Zacks Consensus Estimate for Baidu’s fourth-quarter revenues is pegged at $4.68 billion, indicating growth of 0.15% on ...

2月24日，在大盘回暖的背景下，软件板块却继续承压。Wind软件指数（882250.WI）当日下跌2.58%。 自1月中旬以来，投资者对AI颠覆性的长期不确定性，引发了一波软件股的抛售潮。中国市场的软件股也随之受到影响，1月13日至今，Wind软件指数已 累计下跌超12%。在业内看来，在AI浪潮下，传统软件公司既面临机遇，也不得不面临潜在的颠覆风险。 1月以来下跌超10% 市场对软件股的担忧在1月底就开始升温。1月12日，Anthropic推出了Claude大模型的Cowork工具及行业插件。这些覆盖法律、金融、销售、营销和数据 分析等多领域的插件，使AI能自主处理文件、编辑组织并自动化多步骤任务，其展现出的高度自主性，被视作对传统SaaS按用户账号收费模式的正面挑 战。 到2月初，市场开始担心AI可能不仅提升生产力，还可能替代传统软件功能（如自动化、内容生成、法律/数据分析等），引发了投资者对传统软件业务模 式的深度忧虑。 2月4日，全球软件股遭遇大规模抛售浪潮。据外媒报道，当周软件和服务类股票市值蒸发近1万亿美元，其中包括多个大型软件企业股价明显下挫。社交 媒体与策略报告的反复讨论，更是加剧了市场"先卖再 ...

We want to welcome in our next guest that is Jay Woods, chief global strategist at Freedom Capital Markets to help make sense of all the girrations in the market. So listen, we had some cracks in the armor here on Wall Street, like the cracks outside from this blizzard. Talk us through um what you've been paying attention in terms of the price action.You say, you know, the floor seems to be cracking. What are you paying attention to there. We all know that ceiling uh you know those round numbers 7,000 in th ...

on 23-Feb-2026 23 February 2026 Global Software Global Software: Our thoughts on Snowflake vs. MongoDB into 4Q26 earnings Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Over the longer term, we continue to favor MongoDB due to its exposure to a large and fast- growing market and its potential to benefit from AI adoption. For SNOW, we are encouraged by the innovation and execution focus under the new CEO. However, we remain concerned that competition is increasing in its core market and tha ...