Core Viewpoint - SAP SE recommends a dividend of €2.50 per share for fiscal year 2025, marking a 6.4% increase from the previous year [1] Group 1: Dividend Details - The proposed dividend represents an increase of €0.15 compared to the dividend paid for fiscal year 2024 [1] - If approved, the total dividend distribution would amount to approximately €2.919 billion, up from €2.743 billion in 2024, with a payout ratio of 40.7% compared to 52.0% in 2024 [1][2] - The record date for the dividend payment is set for May 5, 2026, with the ex-dividend date on May 6, 2026, and payment scheduled for May 8, 2026 [6] Group 2: Shareholder Benefits - SAP emphasizes that shareholders should benefit from the profits made in 2025, adhering to a dividend policy of distributing 40% or more of Non-IFRS profit after tax [2] - The final dividend amount for holders of SAP ADRs will depend on the euro/US dollar exchange rate, as dividends are paid in euros [2]

Group 1 - Atlassian has appointed James Chuong as its new Chief Financial Officer, effective March 30, succeeding Joe Binz [1] - James Chuong previously served as the finance chief at LinkedIn, a subsidiary of Microsoft [1] - Chuong has a background in investment banking, having worked at prominent firms such as J.P. Morgan, Citigroup, and Bank of America Securities [1] Group 2 - Joe Binz announced his retirement from the CFO role, effective June 30 [1]

AI “doomsday” trade misreads enterprise reality, says tech-focused broker Proactive uses images sourced from Shutterstock Wedbush argued that the current “AI threat” trade against software and cybersecurity was misplaced and compared it to previous disconnected technology fears that failed to play out. The broker reiterated 'outperform' ratings across its core large-cap artificial intelligence beneficiaries, including Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) with a $290 price target, Amazon.com ...

Core Viewpoint - ServiceNow is among the enterprise software companies experiencing significant stock declines due to AI concerns, prompting executives to reassure market sentiment [1][2] Group 1: Company Actions - CEO Bill McDermott and other executives have agreed to cancel pre-arranged stock sale plans, with McDermott planning to purchase $3 million worth of ServiceNow stock later this month [1][2] - The company recently announced a $5 billion stock buyback plan aimed at boosting investor confidence [2] Group 2: Market Context - Despite the overall sell-off in the enterprise software sector, ServiceNow's stock has dropped over 25% since the beginning of the year [2] - There are discussions among peers regarding the potential for other CEOs to follow McDermott's lead in canceling pre-arranged stock trading plans [2] - Investors are concerned that AI may disrupt traditional software licensing models, allowing companies to significantly reduce software budgets through in-house development [2]

Market Overview - The Dow, S&P 500, and Nasdaq experienced gains in Tuesday afternoon trading after fluctuating earlier in the session [1] - Enterprise software companies faced declines due to concerns about artificial intelligence negatively impacting their businesses, with Salesforce dropping over 3%, CrowdStrike down 4.5%, and Palo Alto Networks falling more than 2% [1] Company Highlights - Apple shares rose more than 3.5%, driven by anticipation of a new budget iPhone showcase next month, positioning Apple as a significant beneficiary of AI disruption [1] - BlackRock received attention from ValueAct, which invested in the company, citing its Aladdin platform as a key asset for automating investment decisions and enhancing its reputation beyond just being an ETF operator [1] - BlackRock's technology segment, which includes Aladdin and Preqin revenues, generated nearly $2 billion in 2025, accounting for about 8% of total revenues [1] Earnings Reports and Future Outlook - Palo Alto Networks is set to report earnings, with expectations for the CEO to address AI-related market share concerns and discuss the acquisition of agentic endpoint startup Rio [1] - Dover's CEO indicated an acceleration in orders heading into 2026, particularly in the Fueling Solutions business, while expressing caution about the vehicle aftermarket business due to its exposure to the struggling European market [1] - Upcoming economic data includes housing starts and industrial production, along with minutes from the latest Federal Reserve meeting [1]

Core Viewpoint - SAP SE will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, where Muhammad Alam, a member of the SAP Executive Board, will hold a Fireside Chat [1]. Company Information - SAP is a global leader in enterprise applications and business AI, with over 50 years of experience in uniting business-critical operations across various domains including finance, procurement, HR, supply chain, and customer experience [1].

Core Viewpoint - JFrog Ltd. is recognized as a strong investment opportunity in the AI sector, with analysts maintaining positive ratings and increasing price targets due to the company's growth potential and favorable market conditions [1][2]. Group 1: Analyst Ratings and Price Targets - Robert W. Baird analyst Shrenik Kothari reaffirmed a Buy rating on JFrog Ltd. and raised the price target from $70 to $78, citing strong growth and conservative guidance [1]. - Bank of America Securities also maintained a Buy rating and set a price target of $74, indicating that JFrog is expected to rebound quickly once market conditions improve [2]. Group 2: Growth Drivers - The increased adoption of AI is generating more binaries, which benefits JFrog as it is a leading tool for managing the distribution of binaries and mitigating associated risks [3]. - JFrog's Cloud revenue growth accelerated to +50% year-over-year in Q3 2025, up from +45% in Q2 2025, indicating strong demand and usage [3]. Group 3: Company Overview - JFrog Ltd. provides a supply chain platform that includes products like JFrog Artifactory, JFrog Xray, JFrog Advanced Security, and JFrog Runtime Security, serving various sectors including financial services, healthcare, technology, retail, and telecommunications [3].

This enterprise software provider delivers cloud-based AI solutions for customer engagement, compliance, and financial crime prevention.On February 13, 2026, Black Creek Investment Management Inc. disclosed in an SEC filing that it sold 271,072 shares of NICE (NICE 2.02%) in the fourth quarter, an estimated $32.75 million transaction based on quarterly average pricing.What happenedAccording to a SEC filing dated February 13, 2026, Black Creek Investment Management Inc. reduced its stake in NICE (NICE 2.02%) ...

分组1 - Jim Cramer discussed the challenges facing public listings of enterprise software firms, emphasizing the importance of IPOs for growth in the current market climate [1] - The article lists stocks mentioned by Jim Cramer during a recent CNBC appearance, along with hedge fund sentiment data for each stock as of Q3 2025 [3] - Research indicates that imitating top stock picks from hedge funds can lead to market outperformance, with a reported return of 427.7% since May 2014 [4] 分组2 - Corning Incorporated (NYSE:GLW) has seen a 154% increase in shares over the past year and a 47% increase year-to-date, with a recent revenue report of $4.41 billion and earnings per share of $0.72 [5] - Eaton Corporation (NYSE:ETN) shares are up by 25.9% over the past year and 18.9% year-to-date, with strong fourth-quarter earnings and raised price targets from RBC Capital and Morgan Stanley [6]

Group 1 - Loomis Sayles Global Growth Fund focuses on high-quality companies with competitive advantages and long-term growth drivers, aiming for attractive cash flow and sustained value for investors [1] - The Fund reported a return of -3.05% in Q4 2025, underperforming the MSCI ACWI Index Net, which returned 3.29% [1] - The Fund's strategy includes maintaining coverage of high-quality businesses to take advantage of significant price dislocations [1] Group 2 - Oracle Corporation is highlighted as a key investment, recognized as a leader in the enterprise software market with strong positions in database, infrastructure, application software, and cloud services [3] - As of February 12, 2026, Oracle's stock closed at $156.48, with a one-month return of -18.11% and a twelve-month decline of 10.15% [2] - Oracle has a market capitalization of $449.738 billion, and its competitive advantages include a large sales force, a founder-driven management team, and high client retention rates in the mid-90% range [3]