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Monday.com (MNDY) PT Lowered to $125 by TD Cowen Following Q2 Results, AI Search Disruption
Yahoo Finance· 2026-02-14 06:24
Monday.com Ltd. (NASDAQ:MNDY) is one of the most undervalued mid cap stocks to buy now. On February 10, TD Cowen lowered its price target on Monday.com to $125 from $200 with a Buy rating. The firm noted that Q2 results were below expectations due to disruption in paid search channels from AI search, though it highlighted that upmarket momentum remains a strong point for the company. DA Davidson lowered its price target on Monday.com on the same day to $100 from $150 with its Buy rating. The firm noted t ...
AppLovin (APP) PT Lowered to $686 by UBS Following Strong Q4 2025 Performance, Axon 2.0 Results
Yahoo Finance· 2026-02-14 06:19
Core Viewpoint - AppLovin Corporation (NASDAQ:APP) is currently viewed as a strong investment opportunity, with various analysts adjusting their price targets following the company's impressive Q4 2025 earnings results, driven by Axon 2.0, increased e-commerce spending, and higher advertiser adoption [1][2][3]. Group 1: Analyst Ratings and Price Targets - UBS lowered its price target on AppLovin to $686 from $840 while maintaining a Buy rating, citing strong Q4 2025 earnings results [1]. - Wedbush analyst Michael Pachter raised the price target on AppLovin to $640 from $465, maintaining an Outperform rating, highlighting solid earnings and future growth opportunities [2]. - Jefferies also lowered its price target on AppLovin to $700 from $860 but retained a Buy rating, describing the earnings results as impressive [3]. Group 2: Company Overview - AppLovin Corporation operates a software-based platform for advertisers, focusing on enhancing marketing and monetization of content both in the US and internationally, with two main segments: Advertising and Apps [4].
Unity Software (U) PT Lowered to $37 by Citizens Following Mixed Q4 Results
Yahoo Finance· 2026-02-14 06:19
Unity Software Inc. (NYSE:U) is one of the best upside stocks to invest in right now. On February 12, Citizens analyst Andrew Boone lowered the firm’s price target on Unity to $37 from $50 while maintaining an Outperform rating. The adjustment follows a mixed Q4 2025 where the company beat revenue and EBITDA guidance but provided a slightly softer Q1 2026 outlook. Despite this, core segments showed solid momentum, with Vector up mid-teens quarter-over-quarter and Create growing 16% year-over-year, exclud ...
百铲大战!阿里内测AI漫剧工具幻漫
Xin Lang Cai Jing· 2026-02-14 05:04
来源:新腕儿 2月14日消息,据读佳报道,阿里正在内测一款名为"幻漫"的AI漫剧创作工具。 从登录界面底部的版权信息可以确认,这款产品归属阿里巴巴集团。 新建漫剧 # 漫剧名称: 调输入漫剧名称 * 画面风格: 二维动漫风 "画面比例: 16:9 漫剧说明: × 新建分集 ·分集名称 2 分集说明 剧本信息 题材: 仙侠、悬疑、生存 时长:15分钟 核心人物: 韩立:男,16岁,七玄门弟子,身具灵根却资质平庸,性格谨慎隐 忍,偶得神秘掌天瓶,暗中修炼《长春功》,对墨大夫始终心存戒 心。 墨大夫(墨居仁):男,表面60余岁,七玄门神秘修士,面色微显疲 惫,实则心机深沉,修炼邪功,收韩立为徒只为利用其灵根与潜力, 暗藏夺舍之心。 场景:七玄门墨府书房(陈设古朴,一张太师椅居中,两侧摆着书 架,架上多是武学、修仙典籍,墙角燃着一支安神香,烟气袅袅,光 线偏暗,透着压抑感》 固创建分集 × sel w. 从截图来看,幻漫的工作流和其他AI漫剧工具大同小异,覆盖漫剧制作链路,可实现从项目创建到最终视频输出。 ิ销输入漫剧说明 鞭牛士 BiaNews 【 创建漫剧 | つのリーが不浸困川いから | AI 应 应 | | ...
蚂蚁阿福超过千问,登上苹果应用总榜第一
21世纪经济报道· 2026-02-14 04:13
2月14日,苹果App Store中国区免费应用排行榜显示,蚂蚁阿福下载量登顶应用总榜第一, 阿里旗下AI应用千问紧随其后。此前, 阿里千问因上线"春节30亿免单"活动,下载量猛增一 度位居应用总榜首位。 "健康福"火了,成为 蚂蚁阿福 下载量暴涨的直接推手。作为支付宝2026年集五福活动的核心 新增板块,"健康福"于2月3日正式上线。活动期间,用户在支付宝五福页面点击"健康红 包"入口,下载或跳转至蚂蚁阿福APP完成登录,即可领取最高16.8元的随机现金红包,红包 实时发放至绑定支付宝账户。春节返乡高峰带动年轻人教家人使用阿福的潮流,或进一步引 爆了下载热情。"健康福"红包活动将延续至除夕。 业务方面,从12月发布新版以来,健康AI蚂蚁阿福的增长势头迅猛。本周,蚂蚁阿福还官宣 了央视CCTV健康生活合作伙伴合作,进一步推高了市场热度。 记者丨叶映橙 见习记者林健民 编辑丨张楠 值得注意的是, 榜单前四名均为AI应用 ,豆包、元宝位居第三、第四。 出品丨21财经客户端 21世纪经济报道 编辑丨金珊 香港富豪李家诚控告演员周秀娜,最新回应 租赁巨头冲刺IPO,赚钱能力碾压爱马仕 6倍大牛股跌停,深交所暂停部分投 ...
Procore (PCOR) Climbs 9.3% on Stellar Earnings, Double-Digit Growth Outlook
Yahoo Finance· 2026-02-14 03:48
We recently published 10 Market Beasts Leaving Wall Street in the Dust. Procore Technologies Inc. (NYSE:PCOR) was one of the best performers on Friday. Procore Technologies bounced back on Friday, jumping 9.31 percent to close at $52.34 apiece after a stellar earnings performance last year and posting a double-digit growth outlook for 2026. In an updated report, Procore Technologies Inc. (NYSE:PCOR) narrowed its full-year net loss by 4.9 percent to $100.78 million from $105.96 million in 2024, while reve ...
INVESTOR DEADLINE: Varonis Systems, Inc. Investors with Significant Losses Have Opportunity to Lead Class Action Lawsuit
Prnewswire· 2026-02-14 03:40
Core Viewpoint - Varonis Systems, Inc. is facing a class action lawsuit due to allegations of misleading investors about its revenue outlook and growth potential, leading to significant stock price decline after disappointing financial results [1]. Group 1: Class Action Lawsuit Details - The class action lawsuit is titled Molchanov v. Varonis Systems, Inc., and it involves investors who purchased Varonis common stock between February 4, 2025, and October 28, 2025 [1]. - The lawsuit claims that Varonis and its executives violated the Securities Exchange Act of 1934 by providing false information regarding the company's revenue projections and growth while downplaying risks associated with seasonality and macroeconomic factors [1]. - On October 28, 2025, Varonis reported third-quarter results that significantly missed prior projections, leading to a nearly 49% drop in stock price [1]. Group 2: Allegations Against Varonis - The complaint alleges that Varonis misrepresented its ability to maintain annual recurring revenue growth and the effectiveness of its sales team in converting existing clients to its SaaS offerings [1]. - CEO Yakov Faitelson attributed the revenue shortfall to lower renewals in both Federal and non-Federal subscription businesses during the final weeks of the quarter [1]. Group 3: Lead Plaintiff Process - The Private Securities Litigation Reform Act of 1995 allows any investor who acquired Varonis common stock during the class period to seek appointment as lead plaintiff in the lawsuit [1]. - The lead plaintiff represents the interests of all class members and can choose a law firm to litigate the case [1]. - Participation as a lead plaintiff does not affect an investor's ability to share in any potential recovery from the lawsuit [1]. Group 4: About Robbins Geller - Robbins Geller Rudman & Dowd LLP is a leading firm in complex class action litigation, having recovered over $916 million for investors in 2025 alone [1]. - The firm has a strong track record, recovering $8.4 billion for investors over the past five years, including the largest securities class action recovery in history [1].
大瓜!XX券商过年连开8场电话会议
Xin Lang Cai Jing· 2026-02-14 02:59
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:花尔街之狼) AI大模型浪潮席卷而来,"模型吞噬软件"甚嚣尘上,"软件定义一切"的时代是否已然落幕?中国软 件产业的未来究竟在何方? [玫瑰]值此春节佳节,国泰海通计算机特邀8家中国软件领军上市公司掌门人,我们将与#创业慧康总 裁、迈富时董事长、华大九天董事长、广联达董事长、达梦数据总裁、天阳科技董事长、赛意信息董事 长、中控技术董事长各赛道掌舵者(按会议时间排序),直面产业趋势,深度探讨大模型与软件的融合 之道、进化之路,拆解价值链重塑逻辑、行业护城河新内涵,为中国软件资产的全球定价指明方向! [红包]摒弃喧嚣、聚焦本源,聆听行业掌舵者的战产业真实洞察!国泰海通计算机杨林团队春节档!从 正月初四到正月十一,精彩不停、场场硬核,邀您共赴这场定义中国软件未来的思想饕餮盛宴!参会链 接:https://s.comein.cn/3mgqc7s1 杨林/杨蒙/魏宗/宋亮/朱瑶/张盛海/吕浦源/钟明翰/刘天雅 责任编辑:杨赐 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ☎️【国泰海通计算机】模型吞噬软件?春节 ...
U.S. Debt Crisis Deepens as Military Prepares for Sustained Campaign Against Iran
Stock Market News· 2026-02-14 02:08
Geopolitical Tensions - The U.S. military is preparing for a prolonged military campaign against Iran, indicating a significant escalation from previous actions [2][3] - The Pentagon is deploying the USS Gerald R. Ford to the Middle East, joining existing naval assets, as President Trump warns of severe consequences for Iran if diplomatic solutions fail [3][11] - Analysts predict that these military movements could lead to significant volatility in energy markets, potentially affecting the United States Oil Fund (USO) [4] Technology Sector - The U.S. technology sector is facing heightened credit risk, with distressed loans rising to 15.69% in February 2026, the highest since the 2022 bear market [5][11] - Despite strong earnings from industry leaders like Nvidia and Microsoft, the sector is grappling with a "SaaS apocalypse" as private credit conditions tighten, leading to over $46.9 billion in technology debt becoming non-performing [6][7] - Investors in the Invesco QQQ Trust are closely monitoring these credit conditions, with concerns about a potential "software-PE death spiral" if declining valuations continue to tighten lending [7] Student Loan Crisis - U.S. student loan delinquencies have reached crisis levels, with serious delinquencies (90+ days past due) hitting a record 16.19% in Q4 2025 [8][11] - The Financial Stability Oversight Council reported that over 9 million borrowers have missed at least one payment, contributing to a total delinquency pool of $1.7 trillion, which is affecting credit scores and access to other loans [9][10] - Financial institutions like JPMorgan Chase & Co. and Goldman Sachs are preparing for the impacts of this consumer credit strain, particularly among borrowers aged 40-49 [10]
金山办公2026年初动态:WPS 365国际版将推出,AI产品持续迭代
Jing Ji Guan Cha Wang· 2026-02-14 02:07
业务进展情况 企业级市场的持续扩张与客户落地:2026年1月29日的消息显示,金山办公正积极争夺华东地区硬科技 企业客户,其WPS365"企业大脑"已在上海中芯国际等企业落地。公司通过渠道改革强化to B布局,预 计未来在民企和市场替代方面会有新进展。 经济观察网基于最新公开信息,金山办公(股票代码:688111)在2026年初有以下值得关注的事件动态, 主要涉及产品发布和战略推进。 公司项目推进 WPS365国际版的正式推出计划:根据2026年2月4日的报道,金山办公的国际化战略持续推进,计划推 出WPS365国际版,以承载AI办公能力出海,直接与海外主流办公软件竞争。目前该版本尚未正式发 布,但公司表示已接近推出阶段,这将进一步拓展企业级市场。 以上内容基于公开资料整理,不构成投资建议。 产品研发进展 AI产品迭代与行业竞争动态:金山办公在AI办公领域持续更新产品,如2025年8月发布WPS AI3.0。随 着行业竞争白热化,公司可能进一步披露AI相关合作或功能升级,但具体时间未明确。 此外,定期财务报告(如2025年年度报告)通常在第一季度发布,但截至2026年2月14日,暂无公开的具 体发布日期。建议 ...