Core Viewpoint - Dassault Systèmes announces the appointment of Pascal Daloz as both Chairman and Chief Executive Officer following the resignation of Bernard Charlès for personal reasons, ensuring continuity in leadership and governance [2][8]. Leadership Transition - Bernard Charlès has stepped down as Executive Chairman and member of the Board, effective immediately, citing personal reasons [2][8]. - Pascal Daloz, currently the CEO, will take on the additional role of Chairman, effective February 21, 2026, as recommended by the Compensation and Nomination Committee [2][3]. Vision and Strategy - Pascal Daloz expressed gratitude towards Bernard Charlès for his leadership and shared vision of transforming industries through innovation, particularly in the realm of Industrial AI and the 3D UNIV+RSES initiative [3][5]. - The company aims to redefine industry operations and competition in the Generative Economy, emphasizing a long-term commitment to innovation and growth [5][8]. Legacy and Future Direction - Bernard Charlès, as a co-founder, has been instrumental in guiding Dassault Systèmes from a startup to a global leader, fostering a culture of innovation and sustainability [4][9]. - The transition is seen as a strategic move to maintain trust among clients and ensure the company's successful development moving forward [6][9].

Core Viewpoint - Microsoft is experiencing a significant stock decline, with shares dropping over 25% from their peak, marking the second-worst drawdown in the last decade [1][2]. Group 1: Reasons for Decline - Microsoft is facing challenges due to its heavy reliance on OpenAI, which contributes $281 billion to Azure's $625 billion cloud computing backlog [4]. - OpenAI is under pressure from competition and financial scrutiny, needing to raise $100 billion to stabilize its operations while Microsoft plans to invest $120 billion in AI infrastructure this year [5]. - The software industry, particularly legacy products like Windows, is experiencing a sell-off, adding to the pressure on Microsoft [6]. Group 2: Investor Concerns - The uncertainty surrounding Microsoft's stock price makes it difficult to predict how low it may fall, prompting investors to assess the likelihood of worst-case scenarios [7]. - Microsoft is developing its own AI models to reduce dependence on OpenAI, which is also taking steps to counter competition by launching new AI products and acquiring relevant technologies [8]. - The stickiness of Microsoft's software is highlighted by a significant global outage caused by a cybersecurity issue, indicating that companies are unlikely to replace essential software with unproven AI solutions [9][10]. Group 3: Market Outlook - As Microsoft's valuation decreases, the associated risks diminish, potentially increasing upside for investors; the stock is currently trading at less than 25 times earnings, close to its lowest P/E ratio in a decade [11]. - There is a belief that Microsoft stock could trade higher in a year if the company's fundamentals remain strong [11].

On February 18, Morningstar published a report on why small-cap stocks should not be ignored by investors. The firm highlighted that, across major markets worldwide, these stocks have underperformed large- and mid-cap indexes over the past decade. There have been a few exceptions, such as India and Australia, but overall performance has been comparatively lackluster. Despite this, the report underlined the possibility of valuation-driven opportunities emerging within the small-cap universe.Navigating the po ...

Core Viewpoint - A class action lawsuit has been filed against Varonis Systems, Inc. for allegedly making materially false and misleading statements regarding its business operations and prospects during the class period from February 4, 2025, to October 28, 2025 [6]. Allegation Details - The lawsuit claims that Varonis failed to disclose its inability to sustain its Annual Recurring Revenue (ARR) growth without maintaining a high rate of quarterly conversions [6]. - The complaint highlights that positive statements made by the company regarding its business were misleading and lacked a reasonable basis [6]. - Following the release of disappointing third-quarter financial results on October 28, 2025, which included a 63.9% year-over-year decline in term license subscription revenues, the company's stock price dropped significantly [6]. Next Steps - Investors who purchased Varonis shares during the class period and suffered losses are encouraged to contact the law firm for more information and to discuss their legal rights [4]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is March 9, 2026 [6]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in various types of litigation, including securities and commercial litigation [5].

Group 1 - Samsara Inc. is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with a Buy rating initiated by Goldman Sachs and a price target of $36, highlighting it as a defensible growth asset in the software sector [1][7] - RBC Capital has lowered its price target for Samsara to $35 from $46 but maintains an Outperform rating, citing negative investor sentiment towards software and a preference for companies with clearer AI monetization paths [2] - Piper Sandler has also reduced its price target for Samsara to $37 from $49 while keeping an Overweight rating, indicating potential favorable responses to earnings despite current muted sentiment in the software market [3] Group 2 - Samsara provides a platform that integrates IoT devices with cloud-based software, enabling the analysis of physical operations data and incorporating AI, workflows, analytics, alerts, APIs, and data security capabilities [4]

Group 1: Company Performance and Analyst Ratings - Autodesk, Inc. is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in [1] - RBC Capital analyst Matthew Hedberg lowered the price target on Autodesk to $340 from $380 while maintaining an Outperform rating, citing negative investor sentiment and a preference for companies with clearer AI monetization paths [1] - JPMorgan upgraded Autodesk to Overweight from Neutral with an unchanged price target of $319, highlighting its leadership in design and building information modeling software and the rapid adoption of cloud and AI technologies [2] Group 2: Legal Matters - Autodesk filed a lawsuit against Alphabet's Google for alleged infringement of its "Flow" trademark, claiming it began using the name in September 2022, prior to Google's launch of its own Flow software in May 2025 [3] Group 3: Product Offerings - Autodesk provides a range of 3D design, engineering, and entertainment software solutions globally, including products like AutoCAD Civil 3D, Revit, Autodesk Build, BIM Collaborate Pro, BuildingConnected, and Tandem [4]

Group 1: Company Overview - Snowflake Inc. (NYSE:SNOW) provides a cloud-based data platform that enables organizations to consolidate data, build applications, and apply artificial intelligence to generate business insights [3]. Group 2: Recent Developments - On February 2, 2026, Snowflake announced a multi-year, $200 million collaboration with OpenAI aimed at helping enterprises derive more value from proprietary data using AI, making OpenAI models natively available to Snowflake's 12,600 global customers [2]. - On February 11, 2026, Goldman Sachs lowered its price target on Snowflake to $246 from $286 but maintained a Buy rating, expecting solid fundamentals that demonstrate resilience relative to the broader software sector [1]. - RBC Capital reduced its price target on Snowflake to $245 from $300 while keeping an Outperform rating, citing negative investor sentiment toward software and a preference for companies with clearer paths to AI monetization [1].

Group 1 - HubSpot, Inc. (NYSE:HUBS) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with recent price target increases from Citi and Bernstein [1][2] - Citi raised its price target on HubSpot to $640 from $600, maintaining a Buy rating, while Bernstein increased its target to $463 from $448, keeping an Outperform rating [1] - HubSpot reported Q4 revenue of $846.7 million, exceeding the consensus estimate of $830.81 million, with a noted 20% revenue growth and margin improvement [2] Group 2 - CEO Yamini Rangan described 2025 as a transformative year for HubSpot, driven by momentum in its customer platform and increased AI adoption [2] - Management is focused on expanding its upmarket presence and driving durable growth as it enters 2026 [2] - Canaccord analyst David Hynes lowered his price target to $485 from $600 but maintained a Buy rating, citing healthy net new customer additions and a strong structural positioning [1]

We’ll jump right into the thick of things with big-box retailer Target (TGT). After a rough period where TGT stock lost more than 38% of value over the past five years, the retail icon is on a comeback trail. Since the beginning of January, TGT has moved up more than 19%, earning it a 96% Strong Buy rating from the Barchart Technical Opinion indicator.To be clear, the smart money is transactionally sophisticated, not necessarily prescient. Insights gathered from the volatility skew should serve as a springb ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for alleged misleading statements regarding its AI infrastructure strategy and its impact on capital expenditures and financial health during the Class Period from June 12, 2025, to December 16, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - It alleges that the increased spending poses serious risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [5]. - The lawsuit asserts that the defendants' statements about Oracle's business and prospects were materially false and misleading, resulting in investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Oracle common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the Court by April 6, 2026, to represent other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing shareholder interests [4].