After finishing 2025 up over 15%, Microsoft (NASDAQ: MSFT) has been off to a rough start in 2026. Through Feb. 16, its stock is down 15% year to date, including a 10% single-day drop on Jan. 28 after its latest earnings report. There are two ways to look at Microsoft's struggles in early 2026. The first one is through a pessimistic lens and wonder if this is a sign of distress. The second is a more positive view, where you now see a Microsoft stock that's trading at a "discount." For most investors, the l ...

Shares of Figma traded higher on Thursday, but were well short of the initial surge following earnings.The stock was up by as much as 15% after the bell on Wednesday, when the design software maker reported fourth-quarter results that beat analysts' expectations and offered rosy guidance.Figma's revenue grew 40% year over year to $303.8 million during the period. It reported a net loss of $226.6 million, or 44 cents per share, compared with net income of $33.1 million, or 15 cents per share, in the fourth q ...

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Core Insights - MongoDB (MDB) has established a competitive advantage with its flexible document model and unified architecture, which supports various data types and AI workloads, leading to strong performance in revenue growth and operating margins [1][6][18] Financial Performance - In the fiscal third quarter, MDB reported revenues of $628.3 million, reflecting a 19% year-over-year increase, with non-GAAP operating margins rising to 20% from 19% [1] - MDB raised its full-year fiscal 2026 revenue guidance to between $2.434 billion and $2.439 billion, indicating a year-over-year growth of 21-22% [2] - The Zacks Consensus Estimate for MDB's fiscal 2026 revenues is $2.44 billion, suggesting a growth of 21.45%, with earnings expected to reach $4.79 per share, a 30.87% increase from the previous year [2] Stock Performance - MDB shares have surged 70.6% over the past six months, significantly outperforming the broader Zacks Computer and Technology sector, which increased by 10.5%, and the Zacks Internet-Software industry, which declined by 20.1% [3] Product and Platform Development - MDB's Atlas platform has evolved into a comprehensive operational platform, supporting various workloads and accommodating different data types, which enhances its appeal to enterprises modernizing their application stacks [6][8] - Atlas revenues grew by 30% year-over-year in the fiscal third quarter, making up 75% of total revenues, up from 68% in the previous year [8][9] AI Integration and Capabilities - The acquisition of Voyage AI is a strategic move for MDB, allowing for the integration of AI capabilities directly into the Atlas platform, which enhances its position in the AI market and simplifies the development of AI applications [10][11] - Adoption of Atlas among AI-native companies is increasing, with examples of significant growth in companies utilizing Voyage AI's capabilities [12] Customer Growth and Market Position - MDB added 2,600 customers in the fiscal third quarter, bringing the total to over 62,500, representing an 18.8% year-over-year increase [15] - The company is expanding its MongoDB for Startups initiative, which targets early-stage companies and positions MDB as a key player in the growing AI market projected to reach $1.77 trillion by 2032 [14] Strategic Partnerships - MDB has established strong partnerships with major cloud providers like Microsoft, Amazon, and Alphabet, facilitating easier deployment and reinforcing its role in hybrid and multi-cloud environments [13]

Core Insights - Figma's Q4 performance exceeded market expectations, with accelerated revenue growth and stable profitability, driven by increased user penetration of its AI tools [1] - RBC Capital Markets noted that Figma's revenue grew by 40% year-over-year, with a non-GAAP gross margin of 86.2% and a non-GAAP operating margin of 14.5% [1] - Despite strong performance, RBC maintained a "market perform" rating and lowered the target price from $38 to $31, highlighting Figma's potential in multi-product synergy, especially in creative design with AI tools [1] Financial Performance - Figma's Q4 revenue increased by 40% year-over-year, with a non-GAAP gross margin of 86.2% and an operating margin of 14.5% [1] - The stability in gross margin is attributed to infrastructure optimization, which reduced the cost per user, while the operating margin improvement was driven by revenue exceeding expectations [1] - RBC expects pricing and product mix adjustments to contribute positively to revenue growth in FY2025 [1] Product and User Data - Over 80% of Figma Make's weekly active users also used Figma Design, with a more than 70% quarter-over-quarter growth in weekly active users for Figma Make [2] - More than half of the customers using Figma Make have an annual recurring revenue (ARR) expenditure exceeding $100,000, and about 60% of Figma Make files are created by non-designers [2] - Approximately 75% of paid customers with ARR over $10,000 have started using AI features weekly, and Figma has expanded its product line from 4 to 8 products, launching over 200 new features, many focused on AI [2] Market Position and Competitors - JPMorgan acknowledged Figma's execution and technology strategy but lowered its target price from $60 to $45 due to changes in valuation multiples among comparable companies [3] - Figma Make is seen as superior in positioning and functionality compared to lightweight "ambient programming" products, which face challenges in enterprise deployment [3] - Concerns about AI impacting seat-based software business models have suppressed the software sector's performance, with the iShares Expanded Tech Software ETF down approximately 24% over the past year [3] Future Outlook - Figma's CFO emphasized ongoing seat growth and a positive outlook for 2025, driven by new products, seat expansion from new and existing customers, and international market growth [3] - The business model will gradually shift to monetize both "seats + AI points," a change not yet reflected in historical revenue data [3]

Core Viewpoint - Salesforce (CRM) has experienced significant selling pressure, resulting in a 15.3% decline in stock price over the past four weeks, but analysts anticipate better-than-expected earnings in the near future [1] Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if a stock is oversold, with a reading below 30 indicating oversold conditions [2] - CRM's current RSI reading is 29.64, suggesting that the heavy selling may be exhausting itself and a trend reversal could be imminent [5] - RSI serves as a momentum oscillator that helps identify potential price reversals, indicating that investors may seek entry points for a rebound [3] Group 2: Fundamental Analysis - Analysts have raised earnings estimates for CRM, leading to a 0% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7] - CRM holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [8]

Investors focused on accelerating revenue growth and upbeat guidance that signaled continued momentum for the collaborative design platform.Wall Street also reacted to the company’s recent expanding partnership with Anthropic, which introduces a feature called “Code to Canvas” aimed at linking AI-generated code with Figma’s design workflow, CNBC reported on Tuesday.The new “Code to Canvas” feature allows developers to convert AI-produced interfaces into editable layouts inside the Figma canvas. Teams can ad ...

Core Insights - Many software companies have rapidly transitioned from being favored AI stocks to facing significant risks due to competition from low-cost, AI-driven applications [1] Group 1: Industry Trends - The Q4 earnings season is revealing strong performance among technology companies, indicating a potential shift in market dynamics [1] - The experience of analysts covering technology firms on Wall Street and in Silicon Valley highlights the evolving themes within the industry [1] Group 2: Analyst Background - Gary Alexander, an analyst with extensive experience in both technology and startup environments, has been contributing insights to Seeking Alpha since 2017 [1] - His work has been featured in various web publications and is syndicated to popular trading platforms like Robinhood [1]

Calkins said 2025 reflected execution on a strategy focused on “big deals” with large organizations. He noted the number of customers purchasing more than $1 million of software grew 50% during the year, and management said the value of seven-figure transactions nearly doubled.UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?Chief Executive Officer Matt Calkins emphasized operational improvements, noting Appian generated an 11% adjusted EBITDA margin for 2025, compared with negative 8% two ye ...