Despite a banner year for a wide range of semiconductor companies in the tech sector, most enterprise software stocks demonstrated more muted action throughout 2025. The Philadelphia Semiconductor Index (SOX) increased 44% during 2025. In contrast, the iShares Expanded Tech-Software Sector ETF ( ...

ZoomInfo Technologies Inc. (NASDAQ:GTM) is one of the best low priced technology stocks to buy according to analysts. On December 16, BTIG initiated coverage of ZoomInfo with a Buy rating and $13 price target. The firm noted that the company is using AI-driven insights to optimize workflows for sales, account management, and marketing teams. Given the acceleration of upmarket Annual Contract Value/ACV growth to 6% and conservative Q4 2025 guidance, BTIG expects that ZoomInfo will maintain a steady 6% growt ...

Amid a very challenging year for small-cap enterprise software companies, M&A has been surprisingly hot this year, with both corporate and private equity acquirers stepping in to take over embattled assets. AI is the big theme ofWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor o ...

Group 1 - Pegasystems Inc. is ranked fourth among the most promising robotics stocks according to Wall Street analysts [1] - The company announced a quarterly cash dividend of $0.03 per share for Q1 2026, reaffirming its commitment to the dividend program [2] - In 2025, Pegasystems repurchased 8.7 million shares for approximately $393 million, indicating a strong capital return year [2] Group 2 - JPMorgan raised Pegasystems' price target to $74.00 from $65.00, maintaining an Overweight rating due to the company's successful pivot to a subscription-first model [3] - The acceleration in cloud migration and a stabilizing macroeconomic environment for enterprise software spending are identified as key catalysts for the upward revision [3] Group 3 - Pegasystems specializes in business process automation and low-code software solutions, with its flagship Pega Platform integrating workflow management, AI decisioning, and Robotic Process Automation (RPA) [4]

Group 1: Oracle's Financial Performance and Market Reaction - Oracle's shares declined after missing Q2 revenue and earnings projections for fiscal year 2026, raising concerns about an AI bubble [1] - The company raised $18 billion in bond sales to finance its AI ambitions, leading to investor concerns about the increasing debt [2] - If Oracle's stock continues to decline, traders can utilize inverse ETFs like Direxion Daily ORCL Bear 1X ETFs to take bearish positions [3] Group 2: Broader AI Market Dynamics - Despite Oracle's challenges, Broadcom reported a 28% year-over-year revenue increase in Q4 for fiscal year 2025, indicating ongoing strength in the AI sector [4] - Broadcom's AI semiconductor revenue surged by 74% year-over-year, with expectations to double to $8.2 billion in Q1 2026 [5] - Traders can consider bullish positions in Broadcom through Direxion Daily AVGO Bull 2X ETFs, as well as broader tech sector bullishness via Direxion Daily Technology Bull 3X ETF [5]

Workday, Inc. (NASDAQ:WDAY) is among the most undervalued tech giants to buy according to hedge funds. As of December 26, Workday, Inc. (NASDAQ:WDAY) is a buy from 75% of the analysts covering the stock. While the target price ranges from $230 to $326, the median price target of $280 translates to an upside potential of 27.38%. Among the analysts positive on the stock is Siti Panigrahi, an analyst at Mizuho Securities, who reiterated a ‘Buy’ rating on the company and maintained a $275 price target on Decem ...

Core Insights - 2026 is anticipated to be a pivotal year for AI, particularly in transforming infrastructure, manufacturing, and climate monitoring, moving from reactive to predictive systems [1] - Voice AI is seen as a natural and efficient mode of interaction, with potential for reimagining products and experiences [2] - Many enterprise AI companies are expected to transition from product-focused businesses to AI consulting, leveraging existing customer workflows to create additional use cases [3] Industry Trends - Enterprises are beginning to recognize that large language models (LLMs) are not a one-size-fits-all solution, leading to a focus on custom models and data sovereignty [4] - A significant 95% of enterprises reported not receiving meaningful returns on their AI investments, indicating a struggle in realizing the benefits of AI adoption [5] - The AI landscape has evolved significantly since the launch of ChatGPT, with a surge in enterprise AI startups driven by substantial investments [6] Investment Opportunities - There is a growing interest in how frontier labs are approaching application layers, with expectations for more turnkey applications in sectors like finance and healthcare [7] - Investment focus is shifting towards future data center technologies, emphasizing efficiency and sustainability [10] - Vertical enterprise software is gaining traction, particularly in regulated industries where proprietary workflows create defensibility [11] AI Adoption and Budgeting - Enterprises are expected to increase their AI budgets in 2026, but with a nuanced approach, reallocating labor spend towards AI technologies that demonstrate strong ROI [21] - A bifurcation in spending is anticipated, where a small number of AI vendors will capture a disproportionate share of budgets while others may see revenue decline [22] - CIOs are likely to push back against AI vendor sprawl, rationalizing overlapping tools and focusing on proven AI technologies [24] Startup Growth and Retention - Successful AI startups are those that identify workflow gaps created by generative AI and execute on product-market fit [33] - Companies that provide foundational infrastructure rather than point solutions tend to have higher retention rates, as they become integral to enterprise operations [39] - Retention is strongest in companies that solve problems that grow with AI adoption, making their solutions mission-critical [36]

Core Insights - The iShares AI Innovation and Tech Active ETF (BAI) launched in October 2024, focusing on the AI infrastructure buildout with $8 billion in assets and a 0.55% expense ratio [2][3]. Investment Strategy - BAI employs a full-stack approach to AI exposure, with nearly 60% of its assets in information technology, primarily in companies like NVIDIA (9.5%) and Broadcom (8.8%) [3][4]. - The fund's concentrated holdings include major players in AI infrastructure such as Microsoft, Alphabet, Meta, Snowflake, and Palantir, covering a range from chips to cloud services [3][4]. Market Projections - Goldman Sachs forecasts that AI infrastructure spending will exceed $500 billion in 2026, up from approximately $400 billion in 2025, indicating strong growth potential for BAI's holdings [4][6]. - The spending is driven by hyperscalers like Microsoft, Google, and Amazon, which are significantly investing in data centers and advanced technologies [6]. Performance Monitoring - Investors should closely watch quarterly earnings and capital expenditure guidance from hyperscalers, as any upward revisions in infrastructure spending could signal sustained demand for BAI's semiconductor and hardware holdings [7]. - A slowdown in capex growth below 25% could lead to a rapid compression of valuation premiums on AI infrastructure stocks [7]. Portfolio Management - BAI's active management results in a turnover rate of 56%, allowing for flexibility in rotating between chip makers, cloud platforms, and emerging software as the AI landscape evolves [8]. - Investors can track changes in sector allocation and top holdings through the fund's monthly fact sheet available on iShares' website [8].

Group 1 - The core viewpoint of the article is that Yongyou Network Technology Co., Ltd. has submitted its Hong Kong IPO prospectus, which has now expired after six months, with CMB International and CITIC Securities as joint sponsors [1] - Yongyou Network is recognized as a global leader in enterprise software and intelligent services, focusing on the development and innovation of enterprise digital software and intelligent services powered by AI, big data, and cloud computing [1] - According to Frost & Sullivan, based on 2024 revenue, Yongyou Network is the largest market participant in China's enterprise software and services market [1] Group 2 - The company's strategic focus is on leading industry innovation by developing AI intelligent agent clusters tailored for enterprise applications [1]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. Hand Enterprise Solutions Co., Ltd. 上 海 漢 得 信 息 技 術 股 份 有 限 公 司 (A joint stock company incorporated in the People's Republic of China with limited ...