Core Insights - AppLovin has outperformed NVIDIA in stock-price returns, achieving a 3,940% increase over three years compared to NVIDIA's 1,153% [1] Company Performance - AppLovin's stock rose from $10 to $404 over the past three years, significantly surpassing NVIDIA's stock increase from approximately $15 to $188 [1] - In Q4 2025, AppLovin's revenue grew by 66% year-over-year to $1.658 billion, and net income increased by 84% to $1.102 billion [1] - For the full year of 2025, AppLovin's revenue rose 70% to $5.481 billion, while net income surged 111% to $3.334 billion [1] - AppLovin's adjusted EBITDA increased by 82% to $1.399 billion in Q4 2025 and grew 87% to $4.512 billion for the full year compared to 2024 [1] Valuation Metrics - AppLovin's trailing 12-month price-to-earnings (P/E) ratio is 40.2x, which is more appealing than NVIDIA's P/E ratio of 46.89x [1]

Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. So yeah, that is one of the things that stands out to me, Rick, how Aquami has managed to avoid the what they've dubbed the SAS apocalypse.Uh but what trends do you notice in the chart for Aami. >> Yeah, that's a really good point. A chart that looks really quite different from the rest of this sector here as you can see on our our comparison that we have set up showing uh how Aami has performed ...

Core Insights - Salesforce, Inc. (CRM) is focusing on its Agentforce platform to rejuvenate revenue growth, which has recently slowed to single digits after years of strong double-digit increases [1][10] Revenue Growth - In fiscal 2026, Salesforce's revenue growth rates for the first three quarters were 7.6%, 9.8%, and 8.6% year over year [1] - The Zacks Consensus Estimate predicts revenue growth of 9.5% and 10.7% for fiscal 2026 and 2027, respectively [5] Agentforce and AI Integration - Salesforce is developing a broader ecosystem centered on artificial intelligence (AI), data, and collaboration, with Agentforce as a key component [2] - The Agentforce platform, combined with Data Cloud, generated $1.4 billion in recurring revenues in Q3 of fiscal 2026, marking a 114% year-over-year increase [3] - Agentforce alone contributed $540 million in recurring revenues, reflecting a 330% year-over-year growth [3] Booking Trends - Salesforce reported a current remaining performance obligation of $29.4 billion at the end of Q3 fiscal 2026, an 11% increase year over year, driven by larger deals and early renewals [4][10] - Over 50% of Agentforce deals originated from existing clients, indicating effective cross-selling of AI features [4] Competitive Landscape - Microsoft and ServiceNow are also advancing AI automation in the enterprise market, with Microsoft integrating AI features into Dynamics 365 and ServiceNow deploying AI tools for IT service management [6][7] Valuation and Performance - Salesforce's shares have decreased by 40.9% over the past year, compared to a 17.1% decline in the Zacks Computer – Software industry [8] - The company trades at a forward price-to-earnings ratio of 14.37, significantly lower than the industry average of 21.96 [12] - Earnings estimates for fiscal 2026 and 2027 suggest year-over-year increases of approximately 15.3% and 10.4%, respectively, with recent upward revisions [15]

Core Viewpoint - Paycom Software, Inc. has announced the promotion of Shane Hadlock to president, effective immediately, highlighting the company's commitment to strategic operations and automation strategy [1] Company Summary - Shane Hadlock will also serve as chief client officer, overseeing the company's strategic operations and cross-functional alignment [1] - Hadlock has been instrumental in driving meaningful initiatives within the company [1]

Propelled by its leadership in Social Intelligence and Agentic AI, Sprout Social ranks as a top company across 6 categories based on customer reviewsCHICAGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Sprout Social (Nasdaq: SPT), an industry-leading provider of social media management and analytics software, has been recognized by G2’s 2026 Best Software Awards. This milestone marks the tenth consecutive year Sprout has received this honor, which ranks the world’s most impactful software companies and products based ...

Shareholders of Varonis Systems, Inc. Should Contact The Gross Law Firm Before March 9, 2026 to Discuss Your Rights - VRNS [Accessibility Statement] Skip NavigationNEW YORK, Feb. 19, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Varonis Systems, Inc. (NASDAQ: VRNS).Shareholders who purchased shares of VRNS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to p ...

Core Insights - The COO of ServiceNow, Amit Zavery, indicated that some software companies may face consolidation if they fail to transform their businesses to adopt artificial intelligence [1][2] - Zavery emphasized that companies not utilizing the latest technologies and encouraging customer adoption will be at risk of being eliminated from the market [1] - ServiceNow is focused on providing comprehensive AI support, ranging from security to solutions [2] - Zavery highlighted the importance of safe AI, stating that without it, chaos could ensue, and the goal is to ensure that users control AI rather than being controlled by it [2]

Palantir (NASDAQ: PLTR) and Microsoft (NASDAQ: MSFT) have both had rocky starts to 2026. Microsoft is down nearly 20% while Palantir is down more than 25% so far, which is disappointing considering how good they have been as investments over the past few years. However, if you take a look at what Wall Street analysts have to say about each stock, it's less clear which is a better buy. So, which one am I picking? Let's take a look. Will AI create the world's first trillionaire? Our team just released a repo ...

Management attributes the surge in demand to AI coding assistants compressing development cycles, shifting the bottleneck from building software to understanding if features actually work. The company is repositioning as a 'system of context' for AI agents, arguing that LLMs on raw data warehouses lack the behavioral logic and structured data required for accurate reasoning. Q4 performance was driven by balanced execution in the enterprise, achieving the highest net new ARR since 2021 without relying ...

Q1 2025 Earnings Call Presentation Q4 2025 Earnings Call Presentation For a discussion of the material risks and other important factors that could affect our actual results, please refer to our most recent annual report on Form 10-K, quarterly reports on Form 10-Q, and other filings with the SEC. These documents are also available on our investor section of our website. Additionally, non-GAAP financial measures will be shared. Refer to the tables included within this presentation as well as in our earnings ...