The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

On February 17, 2026, Daventry Group, LP disclosed a new position in Belden (NYSE:BDC), acquiring 94,600 shares in a trade estimated at $11.03 million. What happened According to an SEC filing dated February 17, 2026, Daventry Group initiated a new position in Belden during the fourth quarter of 2025, acquiring 94,600 shares. The stake’s quarter-end value was $11.03 million, representing the value of the shares acquired. What else to know This was a new position for Daventry Group, LP; the stake accou ...

分组1 - Nextdoor Holdings, Inc. reported a quarterly loss of $0.01 per share, better than the Zacks Consensus Estimate of a loss of $0.03, representing an earnings surprise of +60.00% [1] - The company posted revenues of $69.48 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.13% and showing an increase from $65.23 million year-over-year [2] - Nextdoor has consistently surpassed consensus EPS estimates over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 21.4% since the beginning of the year, while the S&P 500 has returned zero [3] - The current consensus EPS estimate for the coming quarter is -$0.05 on revenues of $59.59 million, and for the current fiscal year, it is -$0.15 on revenues of $275.03 million [7] - The Zacks Industry Rank for Internet - Software is in the bottom 48% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

Core Insights - Elastic N.V. (NYSE:ESTC) is recognized as a high-growth cybersecurity stock, particularly in the AI-driven market, with recent developments enhancing its service offerings [1][2]. Group 1: Product Developments - The company announced the Elastic Inference Service, allowing organizations to access cloud-hosted GPU inference capabilities without needing GPU hardware, thus simplifying the adoption of semantic search for self-managed customers [1][3]. - Elastic launched Agent Builder, a platform enabling developers to create AI agents for accessing and analyzing enterprise data, which integrates with Microsoft Foundry and Agent Framework [4]. - Elastic Workflows enhances the functionality of AI agents by allowing them to execute actions across multiple systems, combining AI reasoning with rule-based automation to improve enterprise data use and security [5]. Group 2: Market Position and Performance - Elastic N.V. serves over 50% of the Fortune 500, providing a platform for real-time data ingestion, searching, analyzing, and visualizing, positioning itself as a leader in the search AI sector [6]. - Despite a recent price target cut from $130 to $110 by Rosenblatt Securities due to macroeconomic concerns, the firm maintains a Buy rating and anticipates better-than-expected results for the third quarter of fiscal 2026 [3].

Core Viewpoint - Elastic N.V. (NYSE:ESTC) is gaining attention on Wall Street as an AI stock, with a recent price target adjustment by Rosenblatt analyst Blair Abernethy from $130.00 to $110.00 while maintaining a "Buy" rating, indicating confidence in the company's potential despite macro pressures [1]. Group 1: Financial Performance and Forecast - Elastic is expected to report Q3/FY 26 results in late February, with projections indicating an in-line to marginal beat [2]. - The firm forecasts Elastic Cloud growth of 21% for the upcoming quarter, slightly down from 22% in the previous quarter, while leaving estimates unchanged [4]. Group 2: Product Developments and Market Position - Recent advancements include the general availability release of the Agent Builder and a realignment of sales focused on high-value customers, positioning the company favorably in the market [2][3]. - The company is well-positioned to benefit from trends in tool consolidation, log management, legacy SIEM modernization, and the development of new AI applications utilizing the Elastic Search Relevance Engine with vector database capabilities [3].

Group 1 - Elastic N.V. (NYSE:ESTC) is recognized as one of the top big data stocks to invest in, with significant collaborations announced in December [1] - The company partnered with the Cybersecurity and Infrastructure Security Agency (CISA) to create a Security Information and Event Management as a Service platform for US federal civilian agencies, under a $26 million base-year contract that could total $130 million over four years [2] - Elastic N.V. also released an update for Amazon Bedrock AgentCore, enabling monitoring and troubleshooting of AI agents through the Elasticsearch platform, which includes features for tracking performance and managing expenses [3] Group 2 - Elastic N.V. specializes in software solutions for search, logging, analytics, security, and observability, utilizing machine-learning capabilities for tasks like anomaly detection and root cause analysis [4]

Group 1: Onestream (OS) - Onestream shares increased by 28.4% to close at $23.61, following a notable volume of shares traded, contrasting with a 2.2% loss over the past four weeks [1] - The stock's surge is attributed to the announcement of its acquisition by Hg, valuing Onestream at approximately $6.4 billion in equity [1] - The consensus EPS estimate for Onestream has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2: Elastic (ESTC) - Elastic's consensus EPS estimate for the upcoming report is $0.64, reflecting a year-over-year change of +1.6% [4] - Elastic's stock closed 1.8% higher at $75.61, with a return of -1.6% over the past month [3] - Both Onestream and Elastic hold a Zacks Rank of 3 (Hold), indicating a neutral outlook for these stocks [3][4]

市场总体规模（全球及中国地区） 0 1 大规模向量索引系统行业正处于快速发展和技术迭代阶段，已成为人工智能、生成式 AI 、多模态应用以及企业知识管理 的重要基础设施。行业产业链涵盖上游的算力硬件、算法与模型提供、大数据与云平台支撑，中游的向量数据库开发和系 统集成，以及下游的金融风控、医疗影像、政务知识管理、电商推荐、智能客服等多样化应用场景。国内企业在政策支 持、市场需求和开源生态推动下快速发展，但仍面临技术成熟度、标准化水平、人才储备和国际竞争等挑战。行业发展趋 势表现为云原生化、高性能索引优化、多模态支持、行业定制化以及与大模型和生成式 AI 的深度融合，同时向量检索能 力正逐渐嵌入数据库、大数据平台和企业应用系统，推动企业智能化转型和业务效率提升。总体来看，大规模向量索引系 统行业在技术创新、市场扩张和政策引导的多重推动下，具备广阔的发展空间和持续增长潜力。 2024 年，全球大规模向量索引系统市场规模达到了 3,114.34 百万美元，预计 2031 年将达到 16,364.73 百万美元， 2025-2031 年复合增长率（ CAGR ）为 28.27% 。 大规模向量索引系统是一种专门用于高效 ...

Core Viewpoint - Citi analysts believe that "Agentic workflows" will be the main growth and valuation driver for software companies focused on AI-driven usage-based billing data and cloud core resource consumption until at least the end of 2026 [1] Group 1: AI Workflows and Market Trends - The transition from "AI experimentation" to "initial deployment of AI agents" is expected to drive enterprise software and cloud computing spending to grow by 20-35% on top of a 50% increase in 2025 [2] - Major cloud vendors and AI-driven software companies like Oracle, Snowflake, MongoDB, and Elastic are anticipated to be the biggest beneficiaries of this trend [1][2] - The demand for AI applications, particularly those enhancing B2B operational efficiency, is surging across various industries, as evidenced by strong performance from companies like Google, AppLovin, and Palantir [3] Group 2: AI Application Development - The development of AI applications is increasingly focused on "generative AI applications" and AI agents capable of executing complex tasks autonomously [4] - The launch of Google's Gemini3 has sparked a new wave of AI applications, significantly increasing demand for AI processing power [5][8] - MongoDB is positioned as a key beneficiary in the AI ecosystem, leveraging its integration with Google Cloud and Vertex AI to capitalize on the growing demand for cloud-based AI solutions [9][11] Group 3: Financial Performance and Projections - MongoDB's recent earnings report exceeded Wall Street expectations, highlighting the strong growth trajectory of its core business and its integration with Google Cloud [9][12] - The overall AI investment narrative is shifting from a focus on computational power to one centered on "agentic workflows and data usage" as a source of revenue [10] - The AI ecosystem, particularly companies like MongoDB, is experiencing robust growth driven by increased demand for cloud AI processing capabilities [12][13]