Adobe Inc (NASDAQ:ADBE) is among the best S&P 500 stocks with highest upside potential. On February 11, Bloomberg reported that Adobe Inc (NASDAQ:ADBE) had been hit with a lawsuit alleging that the company willfully used pirated books to train its AI models. The suit, which the report said was filed on February 9 in the US District Court for the Northern District of California, cites infringement of hundreds of thousands of books. This suit joins a similar one that was brought against the company in Decemb ...

Group 1: Company Performance - ServiceNow Inc reported Q4 2025 results with revenue of $3.57 billion, a 20.5% year-over-year increase, surpassing Wall Street expectations of $3.53 billion [3] - Earnings per share (EPS) for Q4 2025 was $0.92, exceeding the expected $0.88 [3] - The subscription business, which constitutes the majority of ServiceNow's revenue, grew 21% year-over-year to $3.47 billion [3] Group 2: Future Guidance - ServiceNow anticipates subscription sales for Q1 2026 to be between $3.65 billion and $3.66 billion, indicating a year-over-year growth of 21.5% at the midpoint [4] - The acquisition of Moveworks is expected to enhance subscription revenue by 100 basis points in Q1 2026 and for the full year [4] Group 3: Market Position and Analyst Opinions - Oppenheimer identified ServiceNow as one of the top US software stocks to watch, highlighting its potential to regain momentum through improved execution and strategic initiatives [1] - Truist reduced its price target for ServiceNow from $240 to $175 but maintained a Buy rating, emphasizing the importance of AI adoption for long-term value [2] - The software industry has faced challenges in monetizing AI, but companies like ServiceNow are seen as having significant upside potential [1][2]

Oracle Corp (NYSE:ORCL) is among the best S&P 500 stocks with highest upside potential. The company has won a contract to help the Centers for Medicare & Medicaid Services (CMS) modernize its systems. This deal was announced on February 11, and it involves provision of cloud services to support the federal health agency’s mission-critical systems. Oracle Corp (ORCL)’s Upside Potential: Federal Wins and Market Confidence Specifically, Oracle Corp (NYSE:ORCL) will consolidate and migrate certain CMS on-pre ...

Group 1 - Wall Street is misinterpreting the impact of artificial intelligence on enterprise software, leading to unrealistic pricing scenarios where AI tools rapidly replace traditional software platforms [1][2] - Large-cap software stocks, including Salesforce and ServiceNow, have seen significant declines, with shares down over 20% in the past month due to fears of AI disruption [3] - Despite concerns, enterprise customers remain committed to platforms like Salesforce and ServiceNow, with high switching costs and long-term contracts limiting immediate disruption [4] Group 2 - AI monetization in major software firms is still in its early stages and could enhance revenue growth rather than reduce it [4] - Analysts at JPMorgan also believe that the market is overestimating near-term AI disruption risks, suggesting a potential rebound [5] - The sell-off in Salesforce and ServiceNow is viewed as excessive, with both companies expected to play significant roles in the AI revolution [6]

First Quarter Fiscal 2026 Revenue of $19.5 Million,Reflecting a 10% Increase Year Over Year LOS ANGELES, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Daily Journal Corporation (Nasdaq: DJCO), a publishing and technology company, today announced financial results for the three months ended December 31, 2025. Total consolidated revenue for the quarter was $19.5 million, representing a 10% increase from the $17.7 million reported in the prior-year quarter, driven primarily by growth at Journal Technologies. “Journal Tech ...

Core Viewpoint - The current selloff in the US equity market, driven by fears surrounding artificial intelligence (AI), presents a buying opportunity for investors as the market reaction appears disconnected from fundamental valuations [1][3]. Group 1: Market Reactions - The logistics sector experienced a significant decline of nearly 7% in one day due to AI-related concerns, with all 17 companies in the Russell 3000 Trucking index declining, over half by at least 5% [2]. - A rapid recovery followed, with most stocks in the logistics sector rebounding and recouping half of their losses the next day [2]. - Other industries have also faced similar volatility, indicating a market that is highly sensitive to perceived risks associated with AI [3]. Group 2: Investment Opportunities - Analysts suggest that the indiscriminate selling across sectors is not reflective of underlying fundamentals, creating potential buying opportunities [3]. - Gina Bolvin Bernarduci, president at Bolvin Wealth Management Group, emphasizes that the current market shakeout is a favorable time to invest in technology shares, as valuations have decreased [4]. - Despite the challenges of identifying winning stocks in a nascent technology sector, the overall selling pressure is viewed as excessive, with no significant changes in earnings outlooks or capital spending plans directly linked to AI [4]. Group 3: Earnings Outlook - Software firms, among the first to be impacted by the market's new psychology, have seen their earnings per share forecasts for 2026 improve at a faster rate than the overall market [5]. - Most sectors that have recently faced declines are expected to experience earnings growth of at least a high-single-digit percentage this year, according to data from Bloomberg Intelligence [5].

Group 1 - Piper Sandler has lowered its price target on Asana, Inc. (ASAN) to $14 from $19 while maintaining an Overweight rating, citing concerns over "seat-compression and vibe coding narratives" that could limit valuation multiples [1] - Citi analyst upgraded Asana to Buy from Neutral with an unchanged price target of $16, highlighting new management's potential to improve spending efficiency and drive sales reacceleration [2] - RBC Capital reduced its price target for Asana to $11 from $14, maintaining an Underperform rating, and noted that 2026 could showcase AI tailwinds for companies positioned for enterprise AI adoption [2] Group 2 - Asana, Inc. operates a work management software platform that helps individuals and organizations coordinate tasks, manage projects, track goals, and oversee workflows [3]

Core Viewpoint - PagerDuty, Inc. (NYSE:PD) is experiencing a decline in price targets from analysts, reflecting negative investor sentiment towards the software sector and a shift in focus towards companies with clearer AI monetization paths [2][3]. Group 1: Analyst Ratings and Price Targets - RBC Capital analyst Matthew Hedberg lowered the price target for PagerDuty to $9 from $15 while maintaining a Sector Perform rating, citing ongoing negative sentiment in the software sector [2]. - Truist reduced its price target for PagerDuty to $12 from $16, keeping a Buy rating, and noted that concerns around terminal value are impacting the sector more than near-term fundamentals [3]. Group 2: Company Overview - PagerDuty operates a digital operations management platform that utilizes machine learning to collect and process data from software-enabled systems and devices, aiming to predict incidents and opportunities [4].

Stock Futures Drop as Tech Selloff Gathers PaceLIVE[Nasdaq Set to Open Down as Tech Selloff Continues]Last Updated:---Updated 17 min ago# Stock Futures Drop as Tech Selloff Gathers PaceBy[George Glover]Markets were on course to open in the red Tuesday as investors continued to dump tech stocks, which have taken a hammering in recent weeks due to concerns about the disruption that artificial intelligence could cause.Stock futures tracking the Dow Jones Industrial Average slid 38 points, or 0.1%. S&P 500 futu ...

Group 1: Palantir Technologies - Palantir Technologies has seen its stock price increase by 1,630% over the past three years, leading to a market cap of approximately $313 billion as of February 13, 2026 [3][9] - The company has consistently exceeded sales expectations, attributed to its core platforms, Gotham and Foundry, which have no large-scale competitors [5][6] - Analysts express concern over Palantir's high price-to-sales (P/S) ratio, which is in the low triple digits, suggesting a potential downside of 62% to a target price of $50 per share [10][9] Group 2: AST SpaceMobile - AST SpaceMobile's stock has increased by 1,280% over the past three years, with a current market cap of around $23 billion [3][17] - The company claims a first-mover advantage in satellite-based cellular broadband services, partnering with over 50 mobile network operators to serve nearly 6 billion subscribers [15][16] - Analysts predict a potential downside of 48% for AST SpaceMobile, with a price target of $43, influenced by competitive pressures from SpaceX's Starlink and concerns over production challenges [18][19][20]