Allot Limited (NASDAQ:ALLT) is one of the 9 small-cap software infrastructure stocks with the highest upside potential. On January 12, Cantor Fitzgerald began coverage of Allot Limited (NASDAQ:ALLT), assigning an Overweight rating and a $15 price target. This resulted in an upside potential of more than 49% at the prevailing level. Copyright: bluebay / 123RF Stock Photo The firm highlighted the company’s transition towards a security-centric consumer model, supported by the growing contribution of Secu ...

Welcome back to Opening Bell. Now, let's now discuss some of the choppiness we've seen in the overall markets. Joining me now is Ken Mahoney, CEO of Mahoney Asset Management.Ken, thanks so much for joining us on this Friday. Now, you described these markets as tired. Walk us through that that thinking.I do think that's so accurate right now, especially without really seeing any major catalyst propelling any upside here for the markets this week. >> I think we're tired too in these 247 news cycles. Keep up w ...

Core Insights - Microsoft is experiencing significant long-term warning signals as a result of a sharp selloff, pushing the stock into a critical technical zone [1] - The stock has fallen to $397.29, down 7.67% in the latest monthly candle, breaking below the $410 level and testing a key long-term support zone [2] Technical Analysis - The focus is on the 50-month moving average (MA), which has served as Microsoft's primary structural support since December 2011, previously leading to bullish reversals [3] - A confirmed monthly close below the 50-month MA would indicate a major technical breakdown, with the next key support at the 100-month moving average near $300, aligning with significant Fibonacci retracement levels [4] - The monthly Relative Strength Index (RSI) is testing the crucial 44 support level, with a potential break below opening the path toward the oversold threshold of 30, which could coincide with a price decline toward the 100-month moving average [5] Financial Performance - Following the fiscal Q2 earnings report in late January, Microsoft reported a 17% revenue growth to $81.3 billion, exceeding estimates, but concerns arose from a $37.5 billion capital expenditure primarily for AI data centers and GPUs [6] - Despite robust demand for AI and cloud services, heavy spending has led to skepticism among investors, with some major funds trimming positions due to fears of delayed returns and potential margin pressure [7]

Palantir Technologies Inc (PLTR) stock may be near a bottom. I discussed this in a recent Barchart article on Feb. 18, “Has Palantir Bottomed? Probably, Based on Huge, Unusual Put Options Activity in PLTR.” PLTR stock is now down $135.24 per share as of Friday, Feb. 20. That's down $58.93 from a recent peak of $194.17 on Dec. 24, 2025, a 30% drop in just 2 months. I showed in my article why PLTR is worth between $189 and $245 per share, or between 40% to 81% more. More News from Barchart PLTR stock - la ...

Core Insights - Microsoft has integrated artificial intelligence (AI) into its products more extensively than most competitors, with tools like Copilot embedded across its software suite [1] - The Azure AI infrastructure is sold out in key regions, indicating strong demand [1] - Current adoption of Copilot remains low at 3.3% of its user base, despite bullish analyses focusing on its monetization potential through paid upgrades [1]

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings I get to chat with a ton of fascinating people each week here at Yahoo Finance. It's one of the perks of the gig. Every day I leave our New York City headquarters smarter than the day before. Phoebe Gates, daughter of Microsoft's (MSFT) Bill and Melinda Gates, took me inside her new startup, Phia. It's a ...

Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

Investors turn to financial results from artificial intelligence bellwether Nvidia Corp in the coming week to steady a U.S. stock market ​that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump's sweeping trade tariffs. Besides that overhang on markets and Nvidia's results, Wall Street will ‌focus on other tech-sector quarterly ⁠reports. These include ⁠key software companies that are under siege from concerns that AI will upend their businesses.Nvidia' ...

Market Overview - The Supreme Court's decision to strike down President Trump's tariff regime positively impacted the market, with all three major indexes closing higher for the week [1][8] - The S&P 500 rose by 0.7% on Friday and finished the week up 1.1%, while the Dow Jones Industrial Average increased by 0.5% on Friday, closing the week up 0.3% [2] - The Nasdaq Composite gained 0.9% on Friday, resulting in a weekly increase of 1.3% [2] Oil Market - Oil prices ended the week approximately 5.5% higher, driven by concerns over potential disruptions in the Middle East due to possible US actions against Iran, leading to a monthly return of around 11% [2] Economic Indicators - The upcoming economic data includes the Producer Price Index on Friday, which will provide insights into upstream input costs amid persistent inflation above the Federal Reserve's 2% target [3] - Recent Personal Consumption Index data indicated a 0.4% increase in both headline prices and core PCE in December compared to the previous month, marking a steeper rise than in November [4] Corporate Earnings - Nvidia's fourth quarter results, set to be released after market close on Wednesday, are anticipated to be a significant indicator of the AI sector's health [6] - Salesforce's results on Wednesday will provide insights into the software sector, which has faced challenges recently [7] - Home Depot and Lowe's earnings will offer a proxy for the housing market, while Constellation Energy and Dominion Energy will shed light on the US power market [7]

Group 1: Datadog - Datadog is an artificial intelligence-powered observability and security platform, with a buy rating and a price target of $180 from Baird analyst William Power [3][6] - The company aims for an adjusted operating margin of over 25%, balancing future growth and near-term profitability [3] - Datadog has solid demand for its products and significant opportunities in AI, logs, developer tools, and security, with 8,500 security customers [4][5] - Security currently represents only 2% of total annual recurring revenue (ARR) from large customers, indicating a vast expansion opportunity [5] Group 2: Vertiv Holdings - Vertiv Holdings provides power and cooling solutions to data centers, reporting a 252% surge in organic orders for Q4 2025 [7][8] - Bank of America analyst Andrew Obin reiterated a buy rating and raised the price target to $277, expecting strong order momentum to continue in 2026 [7][8] - Obin projects 2026 orders to grow by 5% to $18.6 billion, which would add $5 billion to backlog, reflecting a 33% year-over-year increase [9] - Key trends from Vertiv's 10-K filing include strengthening services capabilities and strategic deals with Nvidia and Caterpillar [10] Group 3: Arista Networks - Arista Networks provides networking solutions for AI and data center environments, delivering strong Q4 results and guidance [12] - Following Nvidia's deal with Meta Platforms, Needham analyst Ryan Koontz reiterated a buy rating with a price target of $185, emphasizing minimal impact on Arista's supplier position [13][14] - Meta accounted for 16% of Arista's 2025 revenue, and Koontz views Arista as a dominant supplier for Meta's AI applications [14] - The announcement regarding Nvidia's networking sales to Meta does not reflect new developments in networking, according to Koontz [16]