Core Insights - Dassault Systèmes reported full-year 2025 revenue of 6.24 billion euros ($7.44 billion), reflecting a 4% increase at constant currency [1] - Recurring revenue grew by 6%, primarily driven by an 11% increase in software revenue [1] Financial Performance - Total revenue for 2025 reached 6.24 billion euros ($7.44 billion) [1] - The growth in revenue was 4% when adjusted for constant currency [1] - Recurring revenue saw a 6% increase, indicating strong performance in subscription-based services [1] - Software revenue experienced an 11% jump, contributing significantly to overall revenue growth [1]

Alphabet (GOOGL) came out with quarterly earnings of $2.82 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.73%. A quarter ago, it was expected that this internet search leader would post earnings of $2.26 per share when it actually produced earnings of $2.87, delivering a surprise of +26.99%.Over the last four quarters, th ...

Core Insights - Oracle Corporation has a market cap of $472.9 billion and offers a range of enterprise technology solutions including cloud software, databases, and consulting services [1] Stock Performance - Oracle's stock has underperformed the broader market, declining 5.9% over the past 52 weeks, while the S&P 500 Index has gained 15.5% [2] - Year-to-date, Oracle shares have decreased by 17.9%, contrasting with a 1.9% rise in the S&P 500 [2] - Compared to the State Street Technology Select Sector SPDR ETF, which returned 25.9% over the past 52 weeks, Oracle's performance has been notably weaker [3] Financial Results - In fiscal Q2 2026, Oracle reported adjusted EPS of $2.26, a 54% increase, total revenue of $16.1 billion, up 14%, and cloud revenue of $8 billion, which rose 34% [6] - The company also recorded a $2.7 billion pre-tax gain from the sale of its stake in Ampere and noted an 817% growth in its Multicloud database business [6] - Despite strong earnings, Oracle's stock fell by 10.8% the following day [6] Analyst Expectations - For the fiscal year ending in May 2026, analysts project Oracle's EPS to grow by 36.8% year-over-year to $6.02 [7] - Oracle has a positive earnings surprise history, having met or exceeded consensus estimates in the last four quarters [7] - The consensus rating among 41 analysts is a "Moderate Buy," with 29 "Strong Buys," one "Moderate Buy," 10 "Holds," and one "Strong Sell" [7] Price Targets - Piper Sandler has lowered Oracle's price target to $240 while maintaining an "Overweight" rating [8] - The mean price target of $304.03 suggests an 89.9% premium to Oracle's current price levels [8] - The highest price target of $400 indicates a potential upside of 149.9% from current levels [8]

SAP CEO Christian Klein speaks with "Bloomberg: The Opening Trade" about the company's results and how AI has become a key driver for growth at SAP. He discusses his optimism in 2026 outlook for the cloud software firm. He also says that despite more market exuberance for chip and hardware firms recently, as opposed to software firms like SAP, he sees the true value creation for AI in the apps layer. ...

Core Insights - Wall Street is increasingly focused on quantum computing, with IonQ receiving significant attention, including a recent "Outperform" rating from Mizuho Securities and a price target of $90, indicating a potential upside of 95.65% from current levels [1][3] Industry Overview - Quantum computing is anticipated to be a transformative technology, capable of addressing complex problems that classical computers cannot solve, with applications spanning cryptography, drug discovery, and logistics [2] Company Profile - IonQ, founded in 2015 and based in College Park, Maryland, specializes in trapped-ion quantum computers and offers cloud software, quantum networking, and quantum cryptography tools, with a market capitalization of approximately $17.3 billion [3] Stock Performance - Over the past 52 weeks, IonQ's stock has increased by 5.13%, reaching a 52-week high of $84.64 on October 13, and has gained 10.34% year-to-date [4] - Despite recent gains driven by enthusiasm for quantum computing and company-specific developments, the stock is currently down 45% from its mid-October peak [5] Financial Performance - In Q3 2025, IonQ reported revenue of $39.9 million, representing a 222% year-over-year increase, which exceeded prior guidance by 37%, indicating strong demand for its quantum computing solutions [7]

Company Performance - Broadcom shares fell 11.4% after the company warned of slimmer future margins, raising concerns about the profitability of AI investments [1][11] - Oracle's stock dropped 4.5% following a nearly 11% decline the previous day due to a weak financial forecast, despite denying reports of delays in data centers for OpenAI [1][11] - Nvidia, a major player in AI chips, saw a decline of 3.3%, contributing to the overall negative sentiment in the semiconductor sector [8][11] - SanDisk experienced a significant drop of 14.7%, marking it as the largest percentage decliner in the S&P 500 [8][11] - CoreWeave and Oklo also faced declines of 10.1% and 15.1%, respectively, as investors moved away from AI infrastructure companies [8][11] Market Trends - The S&P 500 and Nasdaq Composite both closed down more than 1%, with the S&P 500 losing 73.59 points (1.07%) and the Nasdaq dropping 398.69 points (1.69%) [4][11] - For the week, the S&P 500 fell 0.63% while the Nasdaq declined 1.62% [5][11] - The Dow Jones Industrial Average decreased by 245.96 points (0.51%) but managed a weekly gain of 1.05% [7][11] - Six of the 11 S&P 500 sectors closed lower, with technology stocks leading the decline at 2.9%, marking their deepest daily loss since October 10 [9][11] Investor Sentiment - Investors are shifting focus to more defensive sectors amid concerns over the AI theme and upcoming labor market and inflation data [2][3][11] - The market is exhibiting caution ahead of significant economic reports, including nonfarm payrolls and consumer inflation data, which may provide insights into economic health [3][11] - Declining issues outnumbered advancers on both the NYSE and Nasdaq, indicating a bearish sentiment among investors [10][11]

Group 1 - Oracle Corporation (NYSE:ORCL) is focusing on building data centers and investing heavily in AI under the leadership of co-founder Larry Ellison [1] - The company provides a range of enterprise technology solutions, including cloud software, databases, infrastructure, hardware, and development tools, as well as consulting and support services [2] - Oracle's solutions encompass various technologies such as business applications, AI, IoT, machine learning, and blockchain [2] Group 2 - While Oracle is recognized for its potential as an investment, there are other AI stocks that may offer greater upside potential and lower downside risk [3]

Core Viewpoint - Fastly (FSLY) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements, particularly due to institutional investors' reliance on these estimates for valuation [4][6]. - Fastly's rising earnings estimates and the Zacks upgrade suggest an improvement in the company's underlying business, likely leading to increased stock prices [5][10]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7][9]. - Fastly's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions for Fastly - For the fiscal year ending December 2025, Fastly is expected to earn -$0.01 per share, unchanged from the previous year, but analysts have raised their estimates by 2.7% over the past three months [8].

Core Insights - Upland Software reported Q3 CY2025 revenue of $50.53 million, a 24.2% year-on-year decline, but exceeded Wall Street's expectations by 1.2% [1][6] - The company provided Q4 revenue guidance of $49.4 million, which is 2.7% below analyst estimates of $50.79 million [1][4][6] - Non-GAAP profit was $0.30 per share, significantly beating analysts' consensus estimates by 73.1% [1][6] Revenue and Profitability - Adjusted operating income was $14.81 million, with a margin of 29.3%, surpassing analyst expectations of $4.28 million [6] - Operating margin improved to 10.6%, up from -5% in the same quarter last year [6] - Market capitalization stands at $52.94 million [6] Management Commentary - Management highlighted operational improvements and a focused product strategy as key drivers for margin expansion despite revenue decline due to divestitures [5] - CEO Jack McDonald noted significant agreements with major technology and pharmaceutical companies, indicating progress in AI product adoption [3] - CFO Michael Hill emphasized the company's focus on the Knowledge and Content Management market and the importance of expanding large deals and maintaining customer retention [4]

Core Viewpoint - IBM reported strong earnings but faced a significant stock decline due to concerns over slowing growth in its software segment, particularly in cloud services [2][3][5] Financial Performance - IBM's adjusted earnings per share were $2.65, exceeding the consensus estimate of $2.45 [2][5] - Revenue reached $16.33 billion, surpassing the anticipated $16.09 billion [2][5] Stock Performance - IBM's stock experienced a 7% decline in after-hours trading following the earnings report [2][5] - The stock price fluctuated, with a recent increase of 1.94% to $287.51, having a low of $281.35 and a high of $289.13 on the same day [4] - Over the past year, IBM's stock ranged from a high of $301.04 to a low of $203.51, with a current market capitalization of approximately $267.8 billion [4] Analyst Ratings - UBS maintained a "Sell" rating for IBM and adjusted its price target to $210 from $200 [1][5]