Key Takeaways The Zacks Consensus Estimate of $297.7 million for FIVN's Q4 revenues implies a Y/Y increase of 6.8%.The consensus mark for FIVN's Q4 EPS of 79 cents indicates Y/Y growth of 1.3%.Enterprise AI strength and partnerships are likely to have supported Q4 performance.Five9, Inc. (FIVN) is set to report its fourth-quarter 2025 results on Feb 19.The company expects revenues in the band of $294.7-$300.7 million for the fourth quarter. The Zacks Consensus Estimate for revenues is pegged at $297.71 mill ...

Core Insights - Figma (FIG) is set to report its fourth-quarter 2025 results on February 18, with expected revenues between $292 million and $294 million, aligning with the Zacks Consensus Estimate of $293 million for revenues [1] - The Zacks Consensus Estimate for Figma's earnings per share in the fourth quarter is 7 cents, remaining unchanged over the past 30 days [1] Revenue and Customer Growth - Figma has expanded its product portfolio with AI-integrated products, contributing to robust customer base growth, with approximately 30% of customers spending $100,000 or more in ARR using Figma Make weekly by the end of the previous quarter [2] - In the third quarter of 2025, Figma added over 90,000 paid teams in two quarters, bringing the total to 540,000 paid customers, indicating strong customer acquisition momentum expected to continue into the fourth quarter [3] AI Integration and Innovations - Figma has integrated Gemini 3 Pro with Nano Banana Pro into its design workflows, enhancing AI image generation and editing capabilities, and collaborated with OpenAI to allow editors to use ChatGPT for creating visual assets [4] - The collaboration with ChatGPT and ongoing innovations are likely to help Figma retain its customer base amidst competition from newer generative AI platforms [5] Financial Performance and Margins - Figma's operating margins shrank in the third quarter of 2025 due to significant increases in non-GAAP research and development (43.6%), sales and marketing (18.6%), and general and administrative expenses (68.2%), a trend expected to persist in the upcoming quarter [6] Earnings Prediction - Current analysis indicates that Figma's earnings prediction does not suggest a likely earnings beat, with an Earnings ESP of -7.69% and a Zacks Rank of 4 (Sell) [7]

Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here. The Wasatch Small Cap Growth Strategy experienced a challenging fourth quarter as small-cap equities lagged broader market indices, reflecting investor caution and a continued preference for larger, more liquid stocks. During the period, the Russell 2000® Growth Index gained 1.22%, while the strategy finished the quarter in negative territory, ...

Company Overview - Blackbaud Inc. is a leading cloud software company focused on social causes, providing a range of cloud-based and on-premise software solutions for organizations of all sizes, including fundraising, marketing, and financial management [11] - The company’s SKY platform powers innovation and offers tools for clients and partners to extend the Blackbaud ecosystem [11] Investment Highlights - Blackbaud has a Zacks Rank of 1 (Strong Buy) and a VGM Score of A, indicating strong potential for investment [12] - The company has a Value Style Score of A, supported by attractive valuation metrics such as a forward P/E ratio of 9.45, making it appealing to value investors [12] - Recent upward revisions in earnings estimates by two analysts for fiscal 2026 have increased the Zacks Consensus Estimate by $0.13 to $5.19 per share, with an average earnings surprise of +7.1% [12] Conclusion - With a solid Zacks Rank and top-tier Value and VGM Style Scores, Blackbaud is recommended for investors looking for strong investment opportunities [13]

Market Overview - US stocks and bonds experienced small movements amid low trading volumes due to the Presidents' Day holiday and China's Lunar New Year, with futures on the S&P 500 remaining flat and Europe's Stoxx 600 index increasing by 0.2% [2][3] - The US inflation data released on Friday was benign, reinforcing expectations for a Federal Reserve interest rate cut later this year, with traders pricing in a strong likelihood of cuts in June and July [2][3] Sector Insights - The sentiment around equities is positive following the Consumer Price Index (CPI) report, although there is caution regarding sectors exposed to AI, as there may be significant dispersion in performance [4] - A JPMorgan Chase team highlighted the risks of AI-driven "cannibalization" for certain sectors, including software, business services, and media, suggesting a cautious approach to these stocks [5] - Goldman Sachs has introduced a new investment strategy focusing on software stocks that will benefit from AI adoption while shorting those at risk of being disrupted [6] Earnings and Economic Indicators - The current earnings season shows a growth rate of 13% for companies, contributing to a positive outlook for the S&P 500 [7] - Upcoming economic indicators, including ADP private payrolls and the minutes from the Fed's January meeting, are anticipated to provide further insights into the economic landscape [7] Future Outlook - Bloomberg strategists predict a potential retreat in global equities as the uncertain AI outlook may negatively impact megatech companies and sectors vulnerable to disruption, while bond markets may continue to rally [8]

Core Viewpoint - Autodesk, Inc. has experienced significant underperformance in its stock price compared to the broader market and specific technology sector indices, raising concerns about investor confidence amid geopolitical tensions and market dynamics [2][3]. Company Overview - Founded in 1982, Autodesk, Inc. is based in San Francisco, California, and specializes in 3D design, engineering, and entertainment technology solutions globally. The company has a market capitalization of $49 billion and offers products such as AutoCAD Civil 3D and Autodesk Build [1]. Stock Performance - Over the past 52 weeks, Autodesk's stock has declined by 23.8%, while the S&P 500 Index has increased by 11.8%. Year-to-date, the stock is down 21.9%, contrasting with a slight decline in the S&P 500 [2]. - Autodesk's stock has also underperformed compared to the State Street Technology Select Sector SPDR ETF, which has risen by 16.7% in the same period [3]. Analyst Expectations - For the fiscal year ending January 2026, analysts project Autodesk's earnings per share (EPS) to increase by 23.4% year-over-year to $7.23. The company's earnings surprise history shows mixed results, with three beats and one miss in the last four quarters [4]. - The consensus rating for Autodesk is "Strong Buy," with 23 out of 27 analysts recommending "Strong Buy," one "Moderate Buy," and three "Holds" [4]. Price Target and Analyst Upgrades - JP Morgan analyst Stephen Tusa upgraded Autodesk to "Overweight" from "Neutral" and set a new price target at $319. The mean price target of $372.92 indicates a potential upside of 61.3% from current levels, while the highest target of $460 suggests a potential increase of 98.9% [5].

Group 1: Palantir Technologies - Palantir Technologies has established itself as the market leader in AI orchestration, with its platform effectively unlocking the potential of AI models for real-world applications in critical settings [1] - The company's platform functions as an AI operating system, connecting data to real-world assets, thereby reducing errors and enhancing the actionability of insights [2] - Despite a pullback in software-as-a-service (SaaS) stocks, Palantir's valuation remains high, trading at a forward price-to-sales multiple of 42 times based on 2026 analyst estimates, indicating that the stock is still not cheap [3] Group 2: UiPath - UiPath is positioning itself as an emerging player in AI orchestration, specifically for AI agents, leveraging its background in robotic process automation (RPA) to build a strong foundation with its Maestro platform [4] - The RPA platform of UiPath has established governance and compliance standards that can be adapted to manage AI agents, ensuring human oversight to prevent potential issues [5] - UiPath's platform is capable of managing both AI agents and software bots, optimizing task assignments to reduce AI token usage and save costs for customers over time [6] - As the prevalence of AI agents increases, the demand for managing agents from various vendors is expected to grow, presenting a significant opportunity for UiPath that the company is beginning to explore [7]

Wall Street analysts expect Clearwater Analytics (CWAN) to post quarterly earnings of $0.15 per share in its upcoming report, which indicates a year-over-year increase of 15.4%. Revenues are expected to be $216.66 million, up 71.3% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announces its earnings, it is esse ...

Core Viewpoint - ServiceNow Inc (NYSE:NOW) is highlighted as a strong long-term investment opportunity despite current stock trading near its 52-week low, driven by robust earnings and strategic initiatives [1][5]. Group 1: Company Developments - Danielle Fontaine has been appointed as chief accounting officer and corporate controller, effective February 17 [1]. - ServiceNow reported Q4 2025 earnings with a revenue increase of 20.5% year-over-year to $3.57 billion, supported by a strong subscription business [5]. - Following the strong earnings report, ServiceNow announced a $5 billion increase to its share repurchase program [5]. Group 2: Market Analysis - Morgan Stanley noted that the decline in software valuations, approximately 33% since October 2025, presents buying opportunities, suggesting that concerns over generative AI disruption are overstated [2]. - Analysts from Truist reduced ServiceNow's price target from $240 to $175 while maintaining a Buy rating, indicating that the recent decline in infrastructure software stocks is more about long-term value concerns than immediate fundamentals [3]. - Companies utilizing seat-based models have underperformed, and there is a growing trend towards AI use cases, which is becoming a key strategy for software vendors [4]. Group 3: Competitive Landscape - ServiceNow is among several companies, including Microsoft, Intuit, and Salesforce, identified as attractive investment picks due to strong product cycles, improved financials, and lower valuations [3]. - The company operates in a competitive environment focused on cloud-based and AI-driven solutions aimed at enhancing business workflows and productivity [6].

Salesforce Inc (NYSE:CRM) is one of the best NYSE stocks to buy for the long term. On February 9, Morgan Stanley analysts named Salesforce Inc (NYSE:CRM) as one of their nine buy-opportunities following the recent selloff that has roiled software stocks. The analysts argue that investors have taken features around AI disruption of software companies too far. Salesforce Inc (CRM) Strengthens Outlook with AI and Big Deals Pixabay/Public Domain They further note that the market is not fully appreciating th ...