Procore Technologies (NYSE:PCOR) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAdam Borg - Managing Director - Equity ResearchAjei Gopal - President and CEOAlexandra Geller - Head of Investor RelationsDavid Hynes - Managing Director, Equity Research - Enterprise SoftwareHoward Fu - CFOKen Wong - Managing Director - Software ResearchMatthew Martino - VP, Equity Research - SoftwareSaket Kalia - Managing Director - Security, Design, and Vertical SoftwareConference Call ParticipantsDyl ...

Few market trends over the past few years have been as sharp or jarring as the immediate backlash against enterprise software stocks, a group of names that were the darlings of the stock market and powered the S&P 500’s gains duringWith 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 contributo ...

In just a few short months, investors' enthusiasm about the possibilities for AI to spur innovation and efficiency has turned into a wholesale rejection of the enterprise software sector, with mainstream headlines predicting that vibe-coded AI agents will eventually be able to displaceWith 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 shapin ...

Hedge fund giant Renaissance Group just made some aggressive portfolio moves — and the message is clear: streaming, AI infrastructure and enterprise software are where the smart money is leaning.Netflix, Lam Research, ServiceNow: The Big Portfolio MovesThe most eye-catching shift came in Netflix. Renaissance boosted its position by nearly 900% quarter-over-quarter, ramping holdings to 355,377 shares — even as the dollar value of the position slipped about 22% due to price changes.Lam Research saw an even mo ...

Company Overview - Dynatrace, Inc. (NYSE:DT) is an American technology company that provides an AI-powered observability platform designed to monitor, analyze, and optimize application performance, infrastructure, security, and digital experience across cloud and hybrid environments [5]. Recent Developments - On January 28, Dynatrace introduced Dynatrace Intelligence at its annual Perform user conference, which combines deterministic AI with agentic AI capabilities to enhance user experiences and facilitate automated decision-making [4]. - The company has focused on strengthening security-related sales cycles following recent M&A activity, with overall performance in the observability sector meeting or exceeding expectations [2]. Analyst Ratings and Price Targets - Cantor Fitzgerald lowered its price target on Dynatrace to $37 from $51 while maintaining a Neutral rating, citing a focus on security sales and positive sector performance [2]. - Rosenblatt reduced its price target on Dynatrace to $60 from $67 while keeping a Buy rating, attributing the decrease to valuation multiple compression and macroeconomic pressures affecting the enterprise software sector [3]. Market Position - Pure-play observability companies, including Dynatrace, are benefiting from growing platform consolidation within the industry [2].

Mumbai: The Fidelity International-backed Eight Roads Ventures, which has invested in startups such as MoEngage, Shadowfax and Whatfix, expects to accelerate its funding in India this year, top executives at the firm said. "We see this year as a good time to be accelerating our investments in the country. I'm anticipating five to six deals we'd like to back in India, and we're seeing the deal flow in the market. So, we are keen to deploy more," Alex Emery, president at the firm, told Mint in an interview. H ...

Core Viewpoint - Virtualware anticipates a return to double-digit organic revenue growth exceeding 30% for fiscal year 2026, with EBITDA margins projected between 20% and 25% [1][6] Financial Performance - In 2025, Virtualware reported consolidated revenues of €4.32 million, reflecting a year-on-year increase of 2.85%, with an EBITDA of €598,509, resulting in a margin of 13.8% [2] - The company's VIROO XRaaS line generated revenues of €1.95 million in 2025, up from €1.73 million in 2024, indicating successful consolidation of its business model [3] - Virtualware achieved record bookings exceeding €8 million in 2025, the highest in its 20-year history, primarily from government and nuclear projects [4] Strategic Initiatives - The company is in the final year of its 2024–2026 Strategic Plan, focusing on growth and consolidation, supported by a strong backlog and recurring subscription revenues [6] - Virtualware's current liquidity position is reported as the strongest in its history, enabling stability in complex environments [5] Industry Outlook - The nuclear sector is highlighted as a growing area for Virtualware, driven by a global renaissance in nuclear energy due to the demand for clean and safe energy [7] - The company has been collaborating with GE Vernova to build virtual nuclear plants and has appointed a former Chief Nuclear Engineer to its advisory board, indicating a strategic focus on the nuclear industry [8] Recent Developments - In 2025, Virtualware completed its uplisting to Euronext Growth Paris and became a certified B Corp, while also launching a new version of its VIROO platform with enhanced functionalities [9]

Core Viewpoint - Republic Power Group Limited (RPGL) has announced a strategic partnership with NVT to enhance blockchain-enabled asset tokenization and capital markets solutions in Asia, leveraging both companies' strengths in technology and regulatory compliance [1]. Group 1: Partnership Details - RPGL signed a non-binding memorandum of understanding (MOU) with NVT on February 10, 2026, to establish a strategic partnership framework [1]. - The collaboration aims to integrate NVT's regulated real-world asset (RWA) tokenization infrastructure with RPGL's enterprise software solutions, focusing on compliance and institutional adoption [1]. - Both parties plan to provide training and educational support to enhance mutual understanding of their platforms and technologies [1]. Group 2: Company Profiles - Republic Power Group Limited is a Singapore-based provider of ERP software solutions, serving clients in regulated industries across Hong Kong and Southeast Asia [1]. - NVT, established in 2019, is a Hong Kong-based fintech company that supports asset token issuance and tokenized over-the-counter trading, bridging traditional finance and Web3 [1]. - NVT has facilitated significant transactions, including Hong Kong's first tokenized security and the first tokenized Limited Partnership Fund, showcasing its capabilities in RWA tokenization [1].

Strategy, formerly known as MicroStrategy, remains locked in a persistent bear market. The Michael Saylor-led company has struggled to regain momentum as its stock mirrors Bitcoin’s decline. As Bitcoin corrects, Strategy stock follows, reinforcing volatility and heightening sensitivity to digital asset sentiment shifts. MSTR Is Breaking Out About a week ago, the Chaikin Money Flow formed a bullish divergence against price. While MSTR recorded a lower low, CMF posted a higher reading. This divergence sig ...

Pegasystems Investor Presentation Q4 2025 NASDAQ: PEGA pegainvestorrelations@pega.com February 10, 2026 © Pegasystems Inc. Safe Harbor Statement Certain statements in this presentation may be "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995, including the size of the current and future market opportunity, growth of the business, and our 2026 guidance. Words such as expects, anticipates, intends, plans, believes, will, could, should, estimates, may, targets, str ...