Cambridge, Massachusetts-based Akamai Technologies, Inc. (AKAM) engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally. With a market cap. of $13.6 billion, it offers security solutions that include web application and application programming interface (API) protection. Shares of Akamai Technologies have lagged behind the broader market over the past 52 weeks. AKAM stock has declined 6% over this time frame, while the broader S&P 500 Index ( ...

Core Insights - The Zacks Internet Software industry is experiencing volatility due to fears of AI disrupting the traditional SaaS space, alongside heightened geopolitical risks and tariff uncertainties. However, companies like MongoDB, Digital Turbine, and 8x8 are benefiting from increased demand for digital transformation and cloud solutions driven by the need for remote working and AI-powered applications [1] Industry Overview - The Zacks Internet Software industry includes companies that provide application performance monitoring, infrastructure and application software, DevOps deployment, and security software. The primary revenue sources are subscription and advertising, targeting various end markets such as banking, education, and healthcare [2] Trends Shaping the Industry - **Adoption of SaaS Grows**: The industry benefits from the demand for digital transformation, with SaaS providing a flexible and cost-effective delivery method for applications, enhancing customer satisfaction and retention [3] - **Pay-As-You-Go Model Gains Traction**: The customer-centric approach allows users to scale offerings according to needs, with the subscription model ensuring recurring revenues and affordability for small and medium-sized businesses [4] - **Ongoing Transition to Cloud Creates Opportunities**: The need for secure cloud platforms amid rising cyberattacks drives demand for web-based cybersecurity software and performance management tools [5] Industry Performance - The Zacks Internet Software industry holds a Zacks Industry Rank of 139, placing it in the bottom 43% of over 250 Zacks industries, indicating dull near-term prospects [6][7] - The industry has underperformed the S&P 500 and the broader Computer and Technology sector, returning 16.9% over the past year compared to the S&P 500's 17.2% and the sector's 23.1% [10] Current Valuation - The industry is currently trading at a forward 12-month price-to-sales (P/S) ratio of 4.09X, lower than the S&P 500's 5.30X and the sector's 6.8X, with historical trading ranging from 4.09X to 5.99X over the past five years [13] Company Highlights - **MongoDB**: This company has seen a 29% year-over-year revenue increase in Q2 of fiscal 2026, adding over 5,000 customers in the past two quarters. Its shares have appreciated 29% in the past year, with a consensus estimate for fiscal 2027 earnings at $5.61 per share [17][18][19] - **Digital Turbine**: Expected revenues for fiscal 2026 are projected between $553 million and $558 million, with shares dropping 24% in the past year. The consensus estimate for fiscal 2026 earnings is 36 cents per share [22][23] - **8x8**: This company has experienced nearly 60% year-over-year growth in usage-based offerings, with shares down 19% over the past year. The consensus estimate for fiscal 2026 earnings is also 36 cents per share [26][27]

Core Viewpoint - Super Micro Computer, Inc. (NASDAQ:SMCI) is facing mixed analyst opinions despite strong revenue performance, with concerns over profitability and market dynamics impacting its stock ratings [1][4]. Financial Performance - Super Micro's Q2 FY2026 EPS was reported at $0.69, exceeding Goldman Sachs' expectation of $0.50 and the broader Wall Street consensus of $0.49 [1]. - The company's revenue for the quarter reached $12.7 billion, surpassing its own guidance range of $10 billion to $11 billion [3]. - Gross margins were reported at 6.4%, slightly below the anticipated 6.5%, attributed to a higher mix of large customers and expedited shipping costs [3]. Analyst Ratings and Price Targets - Goldman Sachs analyst Katherine Murphy maintained a Sell rating on Super Micro with a price target of $27, citing caution despite robust demand due to uncertainties in margin improvements and competitive dynamics in the AI server market [1][2]. - Needham reduced its price target for Super Micro from $51 to $40 while maintaining a Buy rating, focusing on lower margin expectations despite strong demand for AI infrastructure [4]. Market Dynamics - Analysts express concerns regarding upcoming technology transitions that may disrupt current product lines and ongoing component shortages affecting production planning [2]. - The competitive landscape in the AI server market is highlighted as a significant factor influencing Super Micro's performance and outlook [2]. Company Overview - Super Micro Computer, Inc. designs, develops, and manufactures server and storage systems for cloud computing, AI, and enterprise data centers, with a product portfolio that includes rackmount servers and GPU-optimized systems [5].

Core Insights - ServiceNow Inc. has been added to Goldman Sachs' US Conviction List, with expectations of 20% YoY organic growth through 2029 due to robust expansion opportunities in new domains [1][8] - The company reported Q4-2025 results showing total revenue growth of 20.5% YoY to $3.6 billion, with subscription revenue growing 21.0% YoY to $3.5 billion [2] - Management anticipates subscription revenue growth of 20.5%-21.0% for 2026, driven by strategic partnerships [3] Financial Performance - Total revenue increased from $3.0 billion to $3.6 billion, marking a 20.5% YoY growth [2] - Subscription revenue rose from $2.9 billion to $3.5 billion, reflecting a 21.0% YoY increase [2] - Current remaining performance obligations grew from $10.3 billion to $12.9 billion, a 25.0% YoY increase, while remaining performance obligations increased from $22.3 billion to $28.2 billion, a 26.5% YoY growth [2] Strategic Initiatives - ServiceNow announced two strategic partnerships on January 28, one with Fiserv for AI-embedded solutions in financial services and IT service management, and another with Panasonic Avionics for AI-driven customer relationship management [3] - The company has two acquisitions planned, including Armis for AI cybersecurity and Veza for enhancing AI-driven workflow capabilities, both expected to close in the first half of 2026 [4] Company Overview - ServiceNow Inc. provides cloud-based and AI-embedded end-to-end workflow automation solutions for enterprises, founded in June 2004 and located in Santa Clara, California [5]

We recently published 9 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks that Jim Cramer talked about. Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 9.8% over the past year and by 7% year-to-date. DA Davidson cut the stock’s rating to Neutral from Buy and the share price target to $175 from $300 in February. The financial firm outlined that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud computing division, Amazon Web Services, was facing tight competition from rivals Micro ...

Core Insights - Integrated software platforms are increasingly vital for AI-enabled modernization of hybrid, multicloud enterprise IT environments, as per ISG's research [1][2] - Platform consolidation has shifted from being an efficiency measure to a structural necessity for enterprises [1] - Enterprises are replacing fragmented toolchains with platforms that integrate AI-assisted execution and robust governance [1] Group 1: Platform Evaluation and Rankings - The 2026 ISG Buyers Guides™ evaluated 97 software providers, focusing on integration, delivery speed, automation, and governance [1] - Microsoft emerged as the top Overall Leader in the Application Platforms category, followed by ServiceNow and Salesforce, all rated Exemplary [1][2] - In the AI-Driven Development Platforms category, Microsoft also led, with Appian and Pegasystems following, all rated Exemplary [2] Group 2: AI Integration in Platforms - AI functionality is now a core component across all platform categories, enhancing efficiency and visibility in application delivery [1] - Development platforms are incorporating AI for code generation, testing, documentation, and performance tuning [1] - Organizations with mature integration practices are better positioned to adopt unified, AI-enabled platforms [1] Group 3: Intelligent Automation Platforms - ISG evaluated 37 providers in the Intelligent Automation Platforms category, with Appian, Microsoft, and Automation Anywhere leading in Process Intelligence Platforms [2] - In Intelligent Document Processing Platforms, Appian ranked first, followed by Microsoft and ServiceNow, all rated Exemplary [2] - Microsoft also led in Automation and Orchestration Platforms, with Appian and Automation Anywhere following closely [2]

Core Insights - Vanguard Large-Cap ETF (VV) outperformed the S&P 500 with an 86.22% return over five years compared to the S&P 500's 78.13% [1] - VV has a low annual expense ratio of 0.04%, equating to $4 per $10,000 invested, which supports long-term wealth accumulation [1] - The fund's portfolio is diversified across over 400 large-cap U.S. companies, with a significant allocation to technology, financials, healthcare, and industrials [1] Performance Metrics - VV's five-year return is 86.22%, surpassing the S&P 500's 78.13% [1] - The fund's largest holdings, including NVIDIA, Apple, and Microsoft, account for approximately 20.7% of its assets [1] - The dividend yield is 1.06%, with dividends increasing from $2.02 per share in 2016 to $3.41 in 2025, marking a 69% growth [1] Investment Strategy - VV is designed for investors seeking broad U.S. large-cap exposure without making active sector bets, functioning well in various investment accounts [1] - The fund's low turnover rate of 2% minimizes friction from fees and taxes, enhancing compounding returns over time [1] - The concentration in technology (34.6% of assets) exposes investors to sector-specific risks, particularly in AI and semiconductor markets [1] Recent Trends - In the last month, Vanguard Value ETF (VTV) gained 6.38%, while VV experienced a slight decline of 0.19%, highlighting potential short-term divergences in performance based on investment style [1]

Cloudflare Inc. (NYSE:NET) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.Cloudflare reported quarterly earnings of 28 cents per share which beat the analyst consensus estimate of 27 cents per share. The company reported quarterly sales of $614.507 million which beat the analyst consensus estimate of $591.276 million.The company said it sees full-year 2026 revenue in the range of $2.79 billion to $2.80 billion versus estimates of $2.7 ...

INVESTOR PRESENTATION UPDATED: FEBRUARY 2026 INTRODUCTION TO CELLEBRITE February 11, 2026 www.cellebrite.com © 2025 Cellebrite DI Ltd. www.cellebrite.com DISCLAIMER This presentation has been prepared by Cellebrite DI Ltd. (the "Company") solely for informational purposes. It is not, and should not be assumed to be, complete. This presentation is not an offer to sell securities, nor is it a solicitation of an offer to buy securities. This presentation is not directed at, or intended for distribution to or u ...

【市场复盘】 本周二（2月10日），A股人工智能与机器人赛道延续强势走势，两大主题ETF同步走高且盘面运行 稳健，做多氛围持续升温，机器人ETF更获主力资金大手笔布局，做多逻辑再度强化。科创人工智能 ETF华夏（589010）高开上涨后全天窄幅震荡，维持高位整理态势，最新价1.587元，较开盘价上涨 2.255%，走势平稳且涨幅可观。持仓层面，30只成分股中23只个股走涨，芯原股份涨8.54%领涨，云天 励飞涨6.71%紧随其后形成跟涨，板块内无明显下跌标的形成拖累，做多力量稳步释放。流动性方面， 成交额达8587万元，换手率3.25%，成交活跃度维持高位，场内做多资金有序释放，盘面承接表现稳 健。机器人ETF（562500）开盘后依托日均线震荡整理，午后小幅拉升后平稳收盘，走势韧性凸显，最 新价1.079元，较开盘价上涨0.841%。持仓层面，66只成分股中45只个股上涨，克来机电涨停强势领 涨，云天励飞、埃夫特、科瑞技术涨幅居前，形成强劲核心跟涨梯队，成为盘面拉升的核心动力；仅瑞 松科技等个股下跌形成个别拖累，对板块整体普涨态势无明显影响。流动性方面，成交额达13.40亿 元，换手率5.20%，资金交投氛 ...