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One platform is generating record cash flow and closing thousands of AI deals across the enterprise. The other just reached consistent profitability after years of losses and is still earning back investor confidence.
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 0.88%, moving in the opposite direction from the software group and giving the session an unusual split within technology. Atlassian Corporation (NASDAQ:TEAM) […]
Wall Street spent all year convinced AI would hollow out Salesforce's business model, and every time the stock dipped, one investor kept adding to the position anyway. Here is why the cash flow and buyback math convinced him the crowd had it exactly backwards.
Salesforce offers a more attractive valuation and proven cash generation. ServiceNow offers faster growth and a more defensible market position.
Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.
Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.
Atlassian opened the year looking like a poster child for Wall Street's fears about AI eating up the software market. Atlassian — a maker of software tools focused on workplace projects and collaboration — has been on a bounce-back rally since tumbling almost 60% during the first three months of the year. With a slight gain in Thursday's trading, Atlassian is ahead almost 19% on the year.
Salesforce Inc. (NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns. BNP Sees Revenue Reacceleration Ahead BNP Paribas analyst Stefan Slowinski came away from Salesforce’s Dreamforce Conference and Investor Day "incrementally positive," citing accelerating new business activity relative to existing contract values. He expects those trends to support a revenue reacceleration beginning in the third
Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.
Salesforce boasts an 18% net margin and $14.4 billion in free cash flow, while Figma races towards profitability at 41% revenue growth, a classic clash of proven cash generation versus explosive expansion.
Jim Cramer is calling Salesforce's massive buyback a stroke of genius, but today's price action tells a more complicated story about whether the software giant's rough stretch is truly behind it.
Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.
CRM's Slackbot users increase more than 150% sequentially as AI adoption and stronger Slack bookings support customer spending growth.
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.
Tech stocks now dominate major indexes more than ever before, and the accounting tricks hiding AI's true costs could punish buy-and-hold investors for years. One overlooked ETF sidesteps that risk entirely by filtering for something far harder to fake than earnings.
Investors reassess AI disruption risks as software finds a fresh catalyst.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.
For much of the past year, the “AI trade” has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)’s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to […]
Salesforce's aggressive buyback strategy has been vindicated.
Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...
Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof. Reuters reported September 10 that Adobe’s third-quarter revenue rose to $6.76 billion, beating the $6.70 billion consensus estimate. Adjusted earnings of $6.13 per share also topped expectations. Adobe also raised its full-year revenue and earnings […]
Slackforce Surfaces creates interactive reports and microsites without forcing workers to export conversations into another application.
Adobe is one of the most attractively valued software stocks in the market, but Salesforce is generating more cash than ever and signing bigger deals.
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