Key Takeaways ServiceNow shows stronger large-deal momentum with 244 $1M ACV deals in Q4 2025, up nearly 40% YoY. GitLab grew customers with $100K ARR 23% YoY in fiscal Q3 2026, signaling enterprise traction. ServiceNow expanded its AI push via the Anthropic deal and new Autonomous Workforce offerings. GitLab (GTLB) and ServiceNow (NOW) are major players in the enterprise software and workflow automation space. While GitLab streamlines software development workflows through DevOps automation, ServiceNow spe ...

The U.S. stock market is facing significant downward pressure during midday trading this Friday, February 27, 2026. Investors are navigating a "perfect storm" of negative catalysts, ranging from a surprisingly hot wholesale inflation report to escalating geopolitical tensions in the Middle East. The bearish momentum that began at the opening bell has intensified as the morning progressed, with all three major indexes trading deep in negative territory.Major Market Indexes and Midday MomentumAs of midday, th ...

Nvidia's blowout results and Salesforce's Agentforce progress signal the AI software selloff has gone too far, says Wedbush Proactive uses images sourced from Shutterstock Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI models from Anthropic, OpenAI and others wou ...

Docebo (NasdaqGS:DCBO) Q4 2025 Earnings call February 27, 2026 08:00 AM ET Speaker2Good morning, everyone, and welcome to Docebo's Q4 2025 earnings call. All participants are currently in listen-only mode. We will open up the lines for a question-and-answer session momentarily. Analysts can ask questions by pressing star followed by the number one on their telephone keypad. We ask that analysts please limit themselves to two questions and return to the queue for any follow-ups. I'd now like to turn the call ...

Core Insights - Four high-profile tech stocks have experienced significant declines between 23% and 37% in 2026, while the Nasdaq 100 remains nearly flat, indicating a potential disconnect between market performance and analyst expectations [1][16] - The stocks in question are The Trade Desk, Oracle, ServiceNow, and AppLovin, all of which have strong fundamentals and aggressive analyst price targets despite their recent selloffs [2] The Trade Desk - The Trade Desk's stock has dropped 37% year-to-date, currently trading at $23.95, with an analyst consensus price target of $36.73, suggesting an upside of over 53% [3][16] - The decline lacks an obvious earnings catalyst, as Q4 2025 revenue was $847 million, up 14% year-over-year, and operating income grew 11% to $157 million [4] - The stock is 67% below its level from one year ago, with a bullish analyst sentiment where 20 out of 38 analysts rate it Buy or Strong Buy [5] Oracle - Oracle's stock has decreased by 23% year-to-date, currently priced at $150.31, with a consensus target of $269.94, indicating an upside of approximately 80% [6][16] - The stock has fallen over 56% from its 52-week high of $345.72, trading below its 50-day and 200-day moving averages [7] - Oracle's cloud infrastructure growth is a key driver, with quarterly earnings growth of 91% year-over-year and a 32% operating margin, although concerns about debt and financing have emerged [8][9] ServiceNow - ServiceNow's stock has dropped 29% year-to-date, currently at $109.30, with an analyst consensus target of $190.50, implying an upside of roughly 74% [10][16] - The company reported Q3 2025 revenue of $3.41 billion, up 22% year-over-year, and raised its full-year guidance, indicating strong financial performance [11] - The stock is 42% below its level from one year ago, with a focus on its AI platform and strategic partnerships, although it trades at a trailing P/E of 64x [12] AppLovin - AppLovin's stock has fallen 34% year-to-date, currently priced at $444.93, with a consensus target of $661.59, suggesting an upside of about 49% [13][16] - The company reported exceptional Q4 2025 results, with revenue of $1.66 billion, up 66% year-over-year, and net income of $1.10 billion, up 84% [14] - Despite strong fundamentals, the stock's decline appears driven by valuation concerns and broader market sentiment, with a beta of 2.49 indicating high volatility [15] Summary of Performance Across All Four Stocks - The Trade Desk: Current Price $23.95, Analyst Target $36.73, Implied Upside ~53%, YTD Performance -37%, Analyst Buy % 53% [16] - Oracle: Current Price $150.31, Analyst Target $269.94, Implied Upside ~80%, YTD Performance -23%, Analyst Buy % 73% [16] - ServiceNow: Current Price $109.30, Analyst Target $190.50, Implied Upside ~74%, YTD Performance -29%, Analyst Buy % 91% [16] - AppLovin: Current Price $444.93, Analyst Target $661.59, Implied Upside ~49%, YTD Performance -34%, Analyst Buy % 86% [16]

Core Viewpoint - Salesforce reported strong fiscal fourth-quarter results with revenue and adjusted earnings per share exceeding analysts' expectations, alongside a $50 billion share repurchase authorization [1][2] Financial Performance - Total fiscal 2026 revenue increased by 10% year over year to $41.5 billion, with Q4 revenue growth accelerating to 10% on a constant-currency basis from 8% in the previous quarter [4] - Operating cash flow for fiscal 2026 rose by 15% to $15.0 billion, while free cash flow increased by 16% to $14.4 billion, reflecting strong cash generation capabilities [5] - Remaining performance obligations (RPO) reached $72.4 billion, up 14% year over year, with the current portion expected to be recognized over the next 12 months totaling $35.1 billion, up 16% [6] AI and Growth Drivers - The Agentforce suite, which includes autonomous AI agents, achieved $800 million in annual recurring revenue, marking a 169% year-over-year increase, indicating a positive impact from AI initiatives [7] - Despite strong RPO growth and Agentforce momentum, the company's guidance did not reflect a significant acceleration in overall growth trends [8] Guidance and Outlook - Management provided fiscal 2027 revenue guidance of $45.8 billion to $46.2 billion, implying approximately 11% growth at the midpoint, but this includes about three points from the acquisition of Informatica, suggesting underlying growth is in the high single digits [9] - For Q1 fiscal 2027, Salesforce expects revenue of $11.03 billion to $11.08 billion, representing a year-over-year increase of 12% to 13%, but this also includes contributions from Informatica [10] - Management anticipates organic revenue reacceleration in the second half of fiscal 2027, although the overall full-year guidance is viewed as disappointing [11] Valuation Considerations - The stock is currently trading at approximately 26 times earnings, reflecting expectations for high-single-digit to low-double-digit earnings-per-share growth in the coming years, which may not provide much room for error if growth slows [12][13] - Despite strong cash flow and an aggressive buyback program, the unimpressive growth outlook leads to a perception that the stock is fairly valued rather than undervalued [13]

Second telltale sign that it was all just an artificial program and not the reality of business. The absurd relentless buying of the enterprise software companies that have been written off for dead. Consider workday.How many times did I hear in the last six months that workday was going to be crushed by anthropic and AI company that can let's say mimic pretty much every software company out there. I never fully believe that story but it's partially true and it killed the entire cohort. The pessimism was so ...

International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer commented on. Cramer noted the stock’s recent decline, as he remarked: Yesterday, Anthropic put out something that sounded like it could hurt IBM, and IBM stock lost over 13% like this. It was one of the worst declines in ages. IBM has the same problem as the hard-hit enterprise software cohort. It’s difficult to understand because some of its businesses are complicated. It was an astonishing decline for a company that ...

C3.ai (AI) shares crashed more than 20% on Thursday morning after the enterprise software firm posted a disappointing Q4, offered equally poor guidance, and announced mass layoffs. And while these job cuts signal new CEO Stephen Ehikian’s commitment to “turning the business around,” there are significant headwinds that warrant keeping on the sidelines in this NYSE-listed firm, Citizens’ senior analyst Patrick Walravens told clients in a research note today. Following the post-earnings slump, C3.ai stock ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Salesforce Inc (NYSE:CRM) is one of the stocks on Jim Cramer's radar. SaaS firm Salesforce Inc (NYSE:CRM) is a stock that’s been constantly on Jim Cramer’s radar in today’s AI era. Enterprise software firms have come under investor scrutiny due to AI’s ability to enable companies to develop software without extensively relying on experienced software engineers. Most of Cramer’s comments about Salesforce Inc (NYSE:CRM) have focused on the split in the ...