Core Viewpoint - Figma Inc shares are experiencing a surge due to a rebound in software stocks, driven by a positive outlook from JPMorgan strategists who believe the sector is poised for recovery after recent volatility related to AI advancements [1][2] Group 1: Market Sentiment and Analyst Opinions - JPMorgan's strategists argue that the recent selloff in software stocks, driven by fears of AI disruption, has been excessive and has created investment opportunities in high-quality software companies [1] - The market is currently pricing in worst-case scenarios regarding AI disruption that are unlikely to occur in the near term, leading to a favorable risk-reward balance for a potential rebound [2] - Morgan Stanley supports this optimistic view, highlighting strong revenue expectations and improving earnings revisions, suggesting that the dislocation in U.S. software valuations is sentiment-driven rather than based on fundamentals [3] Group 2: Sector Performance and Company Highlights - Datadog Inc's strong fourth-quarter earnings have positively impacted the software sector, reporting earnings of 59 cents per share, significantly exceeding expectations, along with a year-over-year revenue increase of $215 million [4] - Datadog's positive fiscal guidance for 2026, projecting earnings between $2.08 and $2.16 per share, further adds momentum to the sector [4] Group 3: Figma Stock Performance - Figma shares rose by 12.34% to $24.86, approaching its 52-week low of $18.41, indicating a significant recovery potential in the current market environment [5]

Paycom Software, Inc. (NYSE:PAYC) is included in our list of the 14 oversold value stocks to invest in right now. Guggenheim Bullish on Paycom Software (PAYC) Despite Weak Share Price Performance On February 3, 2026, Paycom Software, Inc. (NYSE:PAYC) traded at its 52-week low of $124.08, down significantly from its 52-week high of $267.76. Currently trading at $131.41, the stock is just 7% above its 52-week low. Amid weak investor momentum, Paycom Software, Inc. (NYSE:PAYC) received Guggenheim’s attenti ...

Group 1 - Waystar Holding Corp. (NASDAQ:WAY) is identified as one of the 14 oversold value stocks to invest in currently [1] - Analyst sentiment remains bullish, with a consensus price target of $46.00, indicating a potential upside of 91.70% [2] - Leerink initiated coverage on Waystar with an 'Outperform' rating and a price target of $43, highlighting the company's market reach and growth opportunities, particularly following the Iodine acquisition and advancements in AI capabilities [3] Group 2 - Investor sentiment is cautiously optimistic, despite the stock reaching a 52-week low of $28.08 on January 28, 2026, and a year-over-year decline of 30.68% [4] - Waystar provides cloud-based software solutions for healthcare organizations, aimed at streamlining payments and improving reimbursement processes [5] - The company's broad market reach and technology-led expansion are seen as key factors that could bridge the gap between current market valuation and potential growth [4]

Core Insights - DocuSign, Inc. (NASDAQ:DOCU) is currently identified as one of the 14 oversold value stocks to consider for investment [1] - The company has faced significant challenges over the past year, with a 52% decline in stock price, reaching a 52-week low of $51.63 on February 2 [2] - Despite the weak broader market momentum, DocuSign continues to innovate and enhance its offerings [2] Product Innovations - On January 13, 2026, DocuSign introduced AI-powered eSignature enhancements through its Intelligent Agreement Management (IAM) platform, aimed at simplifying legal language, reducing document preparation errors, and speeding up agreement completion [3] - The new AI tool, Iris, provides contract-specific summaries, answers signer questions, and automates signature field placement, addressing common issues of confusion and hesitation among signers [3] - These updates are currently available in the U.S., U.K., and Australia, with plans for additional automated agreement creation tools to be rolled out in the U.S. [3] Market Positioning - As enterprises increasingly adopt digital solutions, DocuSign is positioning itself to regain momentum by tackling persistent workflow inefficiencies [4] - The company offers cloud-based electronic solutions and workflow automation tools, facilitating secure contract execution, data management, and document collaboration for individuals and enterprises globally [4]

The Stock Market Is Finally Broadening Out. The S&P 500 Will Suffer. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# The Stock Market Is Finally Broadening Out. The S&P 500 Will Suffer.By [Martin Baccardax]ShareResize---ReprintsIn this arti ...

Core Insights - Datadog, Inc. reported fourth-quarter earnings that exceeded analyst expectations, resulting in a more than 13% increase in shares during premarket trading [1] - The company posted adjusted earnings per share of $0.59, surpassing the analyst estimate of $0.55, while revenue grew 29% year over year to $953 million, exceeding the consensus forecast of $917.01 million [1] Customer Growth - Customer growth remained strong, with 603 customers generating annual recurring revenue of $1 million or more, representing a 31% increase from 462 customers a year earlier [2] Future Guidance - For the first quarter, Datadog guided revenue between $951 million and $961 million, exceeding analyst expectations of $935 million, although the adjusted EPS guidance of $0.49 to $0.51 fell short of the $0.54 consensus estimate [2] - For fiscal year 2026, the company projected revenue of $4.06 billion to $4.10 billion, slightly below the analyst consensus of $4.11 billion, and forecast adjusted EPS of $2.08 to $2.16, compared to expectations of $2.41 [3]

Adobe Inc. ( ADBE ) is still feeling the investor burn despite a slight rebound from its 52-week lows in the low $260/share range. The declines have come in the wake of a reckoningAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu ...

Adobe Inc. ( ADBE ) is still feeling the investor burn despite a slight rebound from its 52-week lows in the low $260/share range. The declines have come in the wake of a reckoningAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu ...

Group 1 - The Dow Jones Industrial Average closed above 50,000 for the first time, attributed to the administration's trade policies [1][2] - President Trump predicts the Dow will reach 100,000 by the end of his term, emphasizing his confidence in the market [3] - Analysts highlight that cooling inflation and corporate strength are significant factors driving the recent market rally, rather than solely political influences [4][5] Group 2 - The market's ability to reach the 100,000 target will depend on sustained growth in the technology sector, which is currently facing resistance [7] - Financial experts expect the Federal Reserve to cut rates later this year, which could further support market appreciation [4]

Core Insights - Software stocks have stabilized after a recent decline, but experts express caution regarding future optimism in the sector [1] - UBS downgraded the U.S. technology sector to neutral, highlighting uncertainty in the software industry and anticipated moderation in AI infrastructure spending [1][7] AI Infrastructure Spending - UBS indicates that spending on AI infrastructure, which has surged over fourfold in the past three years, may be approaching its peak [2] - Major tech companies like Microsoft, Alphabet, Amazon, Meta, and Oracle are projected to report capital expenditures of up to $700 billion this year, raising concerns about their ability to recoup these investments [2] Market Dynamics - The AI boom has been a key driver of the bull market over the past three years, leading to questions about the sustainability of stock momentum without continuous investment from Big Tech [3] - UBS anticipates a slowdown in capital expenditure growth, which could alter investor perceptions positively for some companies but negatively for others in the enabling layer, including chip manufacturers like Nvidia, Broadcom, and Micron [4] Software Industry Concerns - Ongoing uncertainty regarding AI's impact on the software industry is expected to continue affecting the tech sector, as evidenced by the recent "SaaSpocalypse" triggered by AI startup Anthropic's new tools [5] - Increased competition within the software industry complicates investor confidence in growth rates and profitability, with UBS analysts predicting that this uncertainty will persist [6] Potential for Recovery - Jefferies analysts suggest that the anticipated slowdown in AI spending could serve as a catalyst for a rebound in software stocks, countering the negative effects of the recent downturn [6][7]