Group 1: Stock Splits and Market Position - Netflix completed a 10-for-1 stock split in November and is currently 43% below its record high [1] - ServiceNow completed a 5-for-1 stock split in December and is currently 56% below its record high [1] - Analysts believe both stocks are undervalued, with expectations of substantial gains [1][2] Group 2: Netflix Overview - Netflix is the leading streaming service with the most subscribers and accounts for a significant percentage of television viewing time [4] - The streaming video market is projected to grow at 22% annually through 2030 [4] - Netflix has differentiated itself with original content, leveraging user data for content development [5] - The company made an all-cash bid for Warner Bros. Discovery's streaming and studio business for $83 billion, which may increase debt and impact cash flow [6] - The acquisition could provide rights to major franchises, potentially driving long-term growth [7] - Wall Street expects Netflix's earnings to grow at 22% annually over the next three years, making its current valuation of 30 times earnings attractive [8] Group 3: ServiceNow Overview - ServiceNow serves as an enterprise control tower, integrating workflows across various departments [10] - The company is recognized as a leader in business orchestration and automation technologies [10] - ServiceNow reported a 20% revenue increase to $3.5 billion and a 26% increase in non-GAAP net income to $0.92 per diluted share [12] - The company has added generative AI capabilities to its software, enhancing its position in IT software [11] - Wall Street expects adjusted earnings to increase by 19% in 2026, making its current valuation of 29 times earnings attractive [12] - More than 85% of Fortune 500 companies use ServiceNow, reducing the likelihood of widespread disruption from AI tools [12] Group 4: Analyst Target Prices - Vikram Kesavabhotla at Baird values Netflix at $150 per share, implying a 95% upside from its current price of $77 [9] - The median target price among 49 analysts for Netflix is $111 per share, indicating a 44% upside [9] - Keith Weiss at Morgan Stanley values ServiceNow at $210 per share, implying a 103% upside from its current price of $103 [9] - The median target price among 47 analysts for ServiceNow is $180 per share, suggesting a 75% upside [9]

European stocks are seen opening a tad higher on Wednesday as investors react to U.S. President Donald Trump's State of the Union address and await earnings from Nivida for fresh signals on the durability of artificial intelligence demand.As new global tariffs take effect at 10 percent, Trump slammed last week's Supreme Court tariff decision as "very unfortunate," adding that U.S. trading partners "want to keep the deal that they already made" with his administration.In his State of the Union address, Trum ...

消息面上，Workday公布2026财年第四季度业绩，营收同比增长14.5%至25.32亿美元，略高于分析师预 期的25.23亿美元；每股收益同比增长28%至2.47美元，亦高于预期的2.32美元。展望截至4月底止第一 财季，Workday预计订阅收入为23.35亿美元，略低于分析师预期的23.52亿美元；对于2027财年全年， 该公司预计订阅收入将在99.25亿至99.5亿美元之间，低于预期的99.93亿美元。(格隆汇) 企业软件公司Workday(WDAY.US)夜盘跌超9%，报118.48美元。 ...

Most enterprise software companies experienced a sharp decline in value during the early stages of 2026, as investors worry that artificial intelligence (AI) will eat their lunch. There is a concern that tools like Anthropic's Claude Code will enable businesses to rapidly build their own software tools, reducing their reliance on external vendors. Plus, as AI makes every business more productive, they will have fewer employees and will therefore purchase fewer software licenses. Workiva (NYSE: WK) stock i ...

Core Insights - Health In Tech has appointed Sri Rajagopalan as Chief Technology Officer to enhance its AI-driven enterprise-grade platform growth [1] - Rajagopalan has been serving as Interim CTO since November 2025, where he has made significant advancements in technology leadership and AI transformation strategy [1] - The company aims to strengthen its technology foundation to support larger carrier and broker partners and execute multiple strategic initiatives [1] Company Overview - Health In Tech, Inc. is an AI-enabled InsurTech platform that focuses on improving processes in the healthcare industry through vertical integration, process simplification, and automation [2] - The company aims to streamline the underwriting, sales, and service processes for insurance companies, licensed brokers, and third-party administrators [2] Leadership Experience - Sri Rajagopalan brings over two decades of enterprise-scale technology leadership, with experience at SAP and IBM in enterprise architecture and large-scale platform engineering [1] - His previous roles in the healthcare technology sector include Senior Vice President positions at Net Health and Zelis, and Vice President at Greenway Health, where he modernized core platforms and scaled high-performance systems [1] Strategic Focus - As CTO, Rajagopalan will oversee product engineering and enterprise platform operations, focusing on advancing the company's technology architecture and AI development roadmap [1] - The company plans to enhance performance, security, interoperability, and scalability of its cloud-native platforms to support long-term growth [1]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Workday forecasts 2027 annual subscription revenue below estimates Read Next Sign up here. Despite its push into AI, Workday faces headwinds from a challenging macroeconomic environment. Higher interest rates and economic uncertainty have prompted businesses to scrutinize big-ticket software investments and delay purchasing decisions, the company said. The enterprise software company forecast ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT As filed with the U.S. Securities and Exchange Commission on February 24, 2026. Registration No. 333-291959 UNDER THE SECURITIES ACT OF 1933 Blue Water Acquisition Corp. IV (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Cayman Islands 6770 N/A (Primary Standard Industrial Classification Code Number) (I.R.S. Employer ...

Salesforce faces its AI reckoning, but Wedbush sees a buying opportunity in the wreckage Proactive uses images sourced from Shutterstock The enterprise software giant has been caught in a brutal "AI ghost trade" sell-off, but its analyst argues the market is missing what makes Salesforce structurally different from the SaaS names genuinely at risk Salesforce Inc (NYSE:CRM, XETRA:FOO) reports its fourth-quarter results after the bell on Wednesday, and the timing could not be more charged. The stock has spen ...

C3.ai (AI) shares slipped 6% on Monday amid investor anxiety ahead of the company’s quarterly earnings scheduled for Wednesday, Feb. 25. Consensus is for this enterprise software firm to lose $0.73 per share in its fiscal Q3, which would mean a nearly 18% decline versus the same quarter last year. Ahead of the release, AI stock is trading at a 52-week low of $9.79, with a 14-day relative strength index (RSI) at roughly 34, indicating bearish momentum may soon approach exhaustion. More News from Barchart ...

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the fourth quarter, the S&P 500 returned 2.65%, resulting in a full-year return of 17.9% for 2025. Over the last three years, the Index has achieved annual growth of over 21%. Following the recent trends, market leadership was defined by High Beta and Momentum factors, with narrow participation. However, in the fourth quarter, the mark ...