Since I last covered CrowdStrike ( CRWD ) in August 2024, it has gained around 45%, but more recent concerns about the SaaS apocalypse have led it to drop to $350, as shown below.As an Investment Research Analyst, I cover publicly listed securities (stocks and funds) listed on the NYSE/NASDAQ and mostly covering tech. My insights are mostly based on my own experience investing for 25 years, together with qualifications in Business Management and Equity Finance.I also have a degree in Electronics and Communi ...

Core Viewpoint - Nvidia exceeded earnings expectations with sales growth of over 70% and provided positive guidance, yet the stock price fell by more than 3% following the announcement, indicating potential investor skepticism about the sustainability of such strong performance [1][5]. Nvidia Performance - Nvidia reported significantly better-than-expected quarterly results and guidance, but the market reaction was muted, possibly due to the stock's prior run-up before the earnings report [3][5]. - The company is viewed not just as a chip manufacturer but as an infrastructure platform essential for the growing demand for AI workloads, which is expected to increase over the next decade [7][8]. Competitive Landscape - Nvidia maintains a lead in the chip market, but AMD is seen as a strong competitor, especially following its partnership with Meta, which could enhance AMD's market position in the coming years [9][10]. - AMD is perceived to have significant upside potential as it begins to penetrate the large-scale solutions market, potentially taking market share from Nvidia [11]. Salesforce Insights - Salesforce is regarded as a strong buy despite a slight revenue guidance miss, with expectations for growth driven by its agent force platform and AI capabilities [16][17]. - The stock is trading at a low valuation of approximately 13-14 times next year's earnings, suggesting potential for a rerating if growth accelerates [17]. General Tech Market Observations - The overall health of the tech sector is not as dire as it appears, with mid-cap and small-cap tech stocks showing double-digit gains this year, indicating resilience in certain segments [22][23]. - The current market environment presents uncertainties, particularly in the software sector, but also creates opportunities for investors to identify potential winners amidst the disruption caused by AI advancements [20].

Close-up of logo at headquarters of software company Servicenow, Pleasanton, California, July 2, 2019. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesServiceNow (NOW) stock has decreased by 23.6% over the course of 21 trading days. This recent decline has raised renewed concerns regarding ServiceNow's subscription growth forecast and broader fears about AI disruption in SaaS. However, sharp declines like this often prompt a more difficult question: is the weakness temporary or indicative ...

Pennant Investors, LP disclosed a new purchase of 1,850,000 shares of CCC Intelligent Solutions Holdings (NASDAQ:CCC), with an estimated transaction value of $15.05 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. What Happened Pennant Investors, LP reported buying 1,850,000 shares of CCC Intelligent Solutions Holdings, as shown in a Securities and Exchange Commission (SEC) filing dated February 17, 2026. The estimated transaction value was $15.05 million, calcula ...

Thryv (NasdaqCM:THRY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsCameron Lessard - VP of Corporate Development and StrategyJoe Walsh - Chairman and CEOMatthew Swanson - Director of Equity ResearchPaul Rouse - CFOSean Wechter - CTOConference Call ParticipantsArjun Bhatia - Partner and Software Research AnalystJason Kreyer - Senior Research AnalystZach Cummins - Senior Research AnalystOperatorLadies and gentlemen, thank you for joining us, welcome to the Thryv Fourth Quarter 2025 ...

Thryv (NasdaqCM:THRY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsCameron Lessard - VP of Corporate Development and StrategyJoe Walsh - Chairman and CEOMatthew Swanson - Director of Equity ResearchPaul Rouse - CFOSean Wechter - CTOConference Call ParticipantsArjun Bhatia - Partner and Software Research AnalystJason Kreyer - Senior Research AnalystZach Cummins - Senior Research AnalystOperatorLadies and gentlemen, thank you for joining us, welcome to the Thryv fourth quarter 2025 ...

Thryv (NasdaqCM:THRY) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker5Ladies and gentlemen, thank you for joining us, welcome to the Thryv Fourth Quarter 2025 Earnings Call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute. I will now hand the conference over to Cameron Lessard, Senior Vice President, Corpor ...

4 TH QUARTER 2025 Exhibit 99.1 2 3 6 4 5 7 8 9 10 Q4 and Full Year 2025 11 4th Quarter Highlights | | 4th Quarter | | | | --- | --- | --- | --- | | $ in thousands | 2025 | 2024 | YoY% | | SaaS | | | | | Revenue | $118,990 | $104,305 | 14.1% | | Adjusted EBITDA(1) | 20,043 | 17,276 | | | Adjusted EBITDA Margin(2) | 16.8% | 16.6% | | | Marketing Services | | | | | Revenue | $72,629 | $82,291 | (11.7)% | | Adjusted EBITDA(1) | 18,837 | 12,104 | | | Adjusted EBITDA Margin(2) | 25.9% | 14.7% | | | Consolidated | ...

Freshworks Inc. (NASDAQ:FRSH) is one of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts. Strong Analyst Sentiment on Freshworks (FRSH) Amid Strong End to 2025 On February 18, 2026, more than 60% of covering analysts remain bullish on Freshworks Inc. (NASDAQ:FRSH), predicting a 62.60% upside with a consensus price target of $12.00. This is indicative of a positive end to 2025 performance and strong analyst sentiment. On February 10, 2026, Freshworks Inc. (NASDAQ:FRSH) a ...

Braze, Inc. (NASDAQ:BRZE) is included in our list of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts. Analysts Confident in Braze (BRZE)'s Competitive Position Amid AI-Driven Disruption in SaaS Market Photo by Stephen Phillips - Hostreviews.co.uk on Unsplash As of February 18, 2026, all covering analysts remain bullish on Braze, Inc. (NASDAQ:BRZE) and forecast a potential upside of 166.27%, with a consensus target of $45 per share. Amid AI-driven disruption in SaaS, ana ...