Core Viewpoint - Procore Technologies Inc. is identified as one of the best beaten-down growth stocks to consider for investment, despite a recent target price cut by KeyBanc due to market concerns regarding generative AI's impact on valuation multiples in the software industry [1][2]. Group 1: Financial Performance and Expectations - KeyBanc has reduced its target price for Procore from $91 to $80, a decrease of 12.1%, while maintaining an Overweight rating on the stock [1][7]. - The upcoming Q4-2025 results, scheduled for release on February 12, are anticipated to be a catalyst for Procore's stock, with expectations of revenue and current remaining performance obligation (cRPO) exceeding street estimates, projecting normalized growth rates in the mid-teens [2]. Group 2: Strategic Developments - Procore's recent acquisition of Data Grid is expected to be a significant topic during the upcoming earnings call, with the company aiming to enhance its AI capabilities in construction management [3]. - The integration of Data Grid's AI and deep search capabilities is described as transformative, enabling customers to connect siloed data and unlock the value of construction data, thereby fostering innovation [3]. Group 3: Company Overview - Procore Technologies Inc. is a cloud-based provider of construction management software, founded in 2002 and headquartered in Carpinteria, California [4].

Core Viewpoint - ServiceTitan Inc. is identified as one of the best beaten down growth stocks to buy now, despite a recent target price cut by Piper Sandler [1][4]. Group 1: Stock Performance and Analyst Opinions - Piper Sandler reduced its target price on ServiceTitan by 14.3% to $120 from $140 but maintained an Overweight rating on the stock [1][2]. - Following the news, ServiceTitan's stock price fell 21.8% to $61.29 from $78.34, before slightly rebounding to $63.74 [4]. - Despite the decline, the median target price from analysts is $130.50, indicating a potential upside of 104.74% [4]. Group 2: Company Overview - ServiceTitan Inc. is a customer relationship management (CRM) software provider focused on trade persons and service contractors, founded in June 2008 in Glendale, California [5]. Group 3: Market Context - Concerns regarding seat compression due to artificial intelligence, particularly vibe coding, contributed to the target price cut for ServiceTitan [2]. - The launch of open-source plugins for generative AI tools by Anthropic has raised fears among investors about the potential for software replacement, leading to a significant market capitalization loss of $285 billion across software, financial services, and asset management sectors [3]. Group 4: Investment Considerations - While ServiceTitan is seen as a potential investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [6].

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]

Core Viewpoint - Samsara Inc. (NYSE:IOT) is identified as one of the best beaten-down growth stocks to buy, with a significant upside potential despite a recent target price cut by Piper Sandler [1]. Group 1: Investment Sentiment - Piper Sandler reduced its target price for Samsara by 24.4% to $37 from $49 but maintained an Overweight rating, citing low investor sentiment in software stocks [1]. - The firm believes that Samsara's operational budget stickiness provides a competitive advantage against the impact of artificial intelligence on software companies [1]. - Other firms, such as BTIG and RBC Capital, echo the sentiment that Samsara is well-positioned for enterprise AI adoption and will benefit from AI trends in 2026 [2]. Group 2: Financial Projections - RBC Capital noted that Samsara's management guidance for Q4-2026 revenue is conservative, expecting between $421 million and $423 million, compared to a consensus of $419.2 million [3]. - The company is projected to achieve mid-20s growth in the upcoming year, supported by de-risked financial forecasts [1]. Group 3: Company Overview - Samsara Inc. develops cloud-based sensor systems that integrate plug-and-play sensors, internet connectivity, and cloud-based software, and was founded in 2015 in San Francisco [4].

Cadence Design Systems' (CDNS) new virtual artificial intelligence (AI) agent looks poised to be a gamechanger for the tech firm. Given the combination of this product and the already impressive growth of the firm's profits, CDNS stock looks like a buy for growth investors. Also noteworthy is that research firm Wolfe Research recently cited several other compelling reasons to buy CDNS stock. More News from Barchart About Cadence Design Systems The company specializes in developing various verification ...

Core Insights - Datadog Inc. (NASDAQ:DDOG) experienced a significant stock price increase of 13.74% to close at $129.67, following strong revenue performance for the full year and fourth quarter of 2025 [1][7]. Financial Performance - For the full year 2025, Datadog's revenues surged by 27% to $3.4 billion, up from $2.68 billion in 2024, while fourth-quarter revenues increased by 29% to $953 million from $737.7 million year-on-year [2]. - Net income for the year declined by 41% to $107.7 million from $183.7 million in 2024, although fourth-quarter net profit rose by 2% to $46.6 million from $45.6 million year-on-year [2]. Future Projections - Datadog is targeting revenues between $951 million to $961 million for the upcoming quarter, with earnings per share (EPS) projected at $0.49 to $0.51 [3]. - For the full year 2026, revenues are expected to be between $4.06 billion to $4.1 billion, with EPS estimated at $2.08 to $2.16 [3]. Strategic Focus - The CEO of Datadog, Olivier Pomel, expressed excitement about the company's plans to deliver more AI-powered innovations to assist customers with complex challenges in various areas including Observability, Security, Software Delivery, Service Management, and Product Analytics [4].

Core Viewpoint - Figma Inc. (NYSE:FIG) has shown strong performance with an 8.90% increase in share price ahead of its earnings report, reflecting investor confidence in the company's growth potential for 2025 [1][4]. Financial Performance Expectations - For the full year 2025, Figma is projected to achieve revenues between $1.044 billion and $1.046 billion, indicating a year-on-year growth of 40% from the midpoint [2]. - The expected operating income for the same period is estimated to be between $112 million and $117 million [2]. - In the fourth quarter of 2025, Figma anticipates revenues ranging from $292 million to $294 million, which represents a 35% year-on-year growth from the midpoint [2]. Market Sentiment and Analyst Outlook - Investors are keenly awaiting Figma's outlook for the first quarter and full year of 2026, with analysts expressing optimism about software stocks, suggesting that the recent selloff in the sector was overdone [3]. - JPMorgan has recommended investing in higher-quality software stocks that are resilient to AI developments, indicating a broader positive sentiment in the software industry [4].

Core Viewpoint - Datadog, Inc. (NASDAQ:DDOG) is recognized as one of the 10 trending AI stocks, with analysts noting strong execution and favorable AI trends despite cautious guidance from the company [1]. Financial Performance - Datadog reported a Q4 revenue growth of 29%, surpassing both guidance and consensus expectations, with operating margins at 24.1% [2]. - The revenue growth was primarily driven by increased demand for cloud migration and digital transformation, supported by higher customer usage [2]. Customer Growth - The total customer count increased by 700, reaching 32.7k in Q4, with cloud migration and digital transformation initiatives continuing to drive demand, alongside contributions from AI-native customers [3]. Future Outlook - Large deal activities in the quarter resulted in a significant surge in bookings. Although management's FY26 revenue growth guidance of 18.5% to 19.6% appears conservative, confidence remains in Datadog's growth trajectory and market expansion efforts [4].

Core Insights - monday.com Ltd. (NASDAQ:MNDY) is recognized as one of the 10 trending AI stocks, with analysts maintaining a positive outlook despite a reduced price target [1] - DA Davidson analyst Lucky Schreiner has lowered the price target for MNDY from $250.00 to $150.00 while keeping a "Buy" rating, highlighting a disconnect between market pessimism and strong customer satisfaction [1][2] - The firm is adjusting its FY26 estimates due to longer sales cycles and less favorable customer feedback regarding new products, although core product satisfaction remains high [2] Company Performance - Shares of monday.com have declined by 34% year-to-date, driven by concerns that the company may not experience future growth [3] - Despite the decline, the analyst views the current situation as a "straightforward BUY," indicating confidence in the company's potential [3] Product and Market Position - monday.com develops cloud-based software applications for work management, offering a Work OS that facilitates the creation of management tools [3] - Customer interest in building custom solutions as alternatives to monday.com's core product is low, suggesting strong loyalty to the existing offerings [2]

NetBox Copilot 加速运营与自动化进程，同时为非 IT 团队提供自助服务纽约, Feb. 12, 2026 (GLOBE NEWSWIRE) -- 网络与基础设施的“中枢神经系统” NetBox Labs 今日宣布，其直接嵌入 NetBox 平台的交互式 AI 智能体 NetBox Copilot 正式全面上线。 随着 AI 智能体迅速从实验阶段迈入生产运营阶段，IT 团队发现，大多数智能体缺乏在生产环境中获得信任所需的准确运营语境。 NetBox 的诞生，为自动化提供了关键基础。 这是一套面向基础设施的综合语义地图，使 NetBox Copilot 能够获得完整的基础设施语境。 NetBox Copilot 是一款基于代理的 AI，以企业网络与基础设施数据为基础构建，能够提供可信答案、可靠自动化以及企业级治理能力——所有交互均使用自然语言进行。 这一新能力将使数以千计的 NetBox 用户加快工作速度，同时提升安全与运维团队、高管以及其他非 IT 团队对基础设施数据的访问能力。 NetBox Copilot 提供深度情境化结果 借助通用分析 (GA) 功能，NetBox Copilot 的能力从 ...