Notícias

Investing.com -- In a note to clients on Wednesday, Piper Sandler analysts highlighted five infrastructure software companies positioned to help enterprises cut AI token costs by 50% to 75%.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

The Nasdaq-100 index is sinking as investors trim their exposure to the high-flying artificial intelligence trade.

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

With the stock beaten down by fears of AI disruption, one number reveals a surprising foundation of long-term customer commitment that the market seems to be overlooking.

Atlassian (NasdaqGS:TEAM) has introduced new AI native development features in Jira, including Teamwork Graph powered agent workflows. The company announced integrations with Claude Code, Cursor, and GitHub Copilot to connect Jira with popular AI coding tools. Updates to Jira for Slack and Loom are aimed at tying AI assisted development into everyday collaboration workflows. For investors watching enterprise software, Atlassian sits at the intersection of project management, collaboration,...

A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.

Atlassian's Service Collection tops $1B ARR as AI gains, enterprise adoption and cloud migration broaden its growth runway amid stiff competition.

IBM's dismal preliminary results put a company-specific face on a larger change: Software and chip stocks are no longer moving in anything close to lockstep.

Atlassian (TEAM) has drawn fresh attention after its stock rose 7.2% on July 13, 2026, following recognition in Gartner’s first Magic Quadrant for Developer Productivity Insight Platforms. See our latest analysis for Atlassian. That one day jump sits against a mixed backdrop for Atlassian, with the share price up 35.0% over the past 90 days but down 42.4% year to date, and long term total shareholder returns also in decline. Recent attention on AI driven tools, the Gartner recognition and a...

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower. Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space: Accenture (NYSE:ACN): Fell 8% ServiceNow (NYSE:NOW): Dropped 6% Workday (NASDAQ:WDAY): Declined 5% Salesforce (NYSE:CRM): Slipped 5% The decline is rooted in a fundamental shift in enterprise capital expenditure (cap

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

TEAM's AI-driven cloud momentum and lower valuation give it an edge over NOW, which faces margin pressure from multiple acquisitions.

Atlassian Corporation (NASDAQ:TEAM) is among the undervalued software stocks to buy now. On July 8, KeyBanc trimmed the price target on Atlassian Corporation (NASDAQ:TEAM) to $115 from $130 and reiterated an Overweight rating. The firm has updated its model to better reflect the views of investors, management, and partners. The firm lowered its Cloud estimates […]

A number of stocks fell in the afternoon session after President Trump declared the Iran ceasefire "over" and threatened renewed strikes, sending oil higher and bond yields up in a session that punished high-multiple tech.

Both software companies are chasing growth, but Gen Digital is delivering a clearer, more tangible business acceleration right now, at a fraction of the price.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

TEAM's cloud revenues surge 29% in Q3 FY26 as AI adoption, Rovo usage and enterprise commitments strengthen recurring revenue visibility.

In late June 2026, Atlassian was removed from the Russell Top 200 and Russell Top 200 Growth indices and added to the Russell Midcap and Russell Midcap Growth benchmarks, reflecting its reclassification within the US equity index landscape. This index reshuffle coincided with fresh analyst commentary highlighting product contrasts between Jira and stronger offerings like Confluence, Loom, and Rovo, alongside a broader reassessment of enterprise software valuations. We’ll now examine how...

Is TEAM a good stock to buy? We came across a bullish thesis on Atlassian Corporation on Capital Blueprint’s Substack by Jin. In this article, we will summarize the bulls’ thesis on TEAM. Atlassian Corporation’s share was trading at $79.26 as of June 29th. TEAM’s forward P/E was 12.03 according to Yahoo Finance. Atlassian Corporation (NASDAQ: TEAM) […]

Atlassian’s fair value estimate has been trimmed slightly from US$145.54 to US$140.37, updating the anchor price target that many investors watch closely. Analysts describe this as fine tuning rather than a rewrite of the story, with the new US$140 mark reflecting refreshed views on the balance between growth potential and execution risk. Read on to see what is driving this shift in assumptions and how you can track the evolving Atlassian narrative from here. Stay updated as the Fair Value...

Atlassian stock has had a tough run over the last five years, yet the current valuation checks suggest the shares may now sit on the cheaper side of the spectrum compared with the fundamentals that are being priced in. Over the past five years, Atlassian has delivered a return of roughly 69% in declines, which puts the recent bounce into context as a move inside a longer period of weak share price performance. Recent recognition in Gartner's Magic Quadrant for developer productivity insight...

TEAM's steep six-month slide reflects AI disruption fears and margin pressure, but enterprise demand and valuation support a hold case.

Atlassian is proving that software companies can thrive in the age of artificial intelligence.

Atlassian Corporation (NASDAQ:TEAM) is one of the 10 Best SaaS Stocks to Buy According to Reddit. On July 1, Citizens analyst Patrick Walravens maintained a Market Perform rating on Atlassian following results of a customer survey, according to a report by Investing.com. The survey had a total of 12 respondent companies that were asked about […]

Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 6.6% in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.