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UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.
Salesforce, Atlassian and Workday have rebounded as AI-driven growth metrics and recent business performance shift attention from earlier concerns.
Morgan Stanley’s new “Moat & Journey” framework and Underweight rating on Workday (WDAY), along with a CLSA Underperform initiation, have put the company’s AI ambitions and growth outlook under closer investor scrutiny. See our latest analysis for Workday. Workday’s latest Underweight and Underperform calls arrive after a sharp 1-day share price decline of 6.2%, set against a 30-day share price return of 17.14% but a year-to-date share price return down 35.65%. This points to near term...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
Many software stocks have faced a harsh 2026 overall, but action over the last month for these three has provided nice relief while also easing some fears. Did sentiment get too negative?
First it was IBM and now Pegasystems is also reporting that customers are changing purchasing decisions as the AI market evolves.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.15%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.48%. September E-mini S&P futures (ESU26 ) are down -0.10%, and September E-mini Nasdaq futures...
Wall Street stocks looked set for a weaker open on Wednesday as investors lock in profits in technology stocks ahead of crucial earnings from Google owner Alphabet and Tesla, while escalating tensions in the Middle East push oil prices to six-week highs. Dow Jones futures were down 0.2%,...
FTSE 100 up 163 points at 10,749 Index hits highest since 3 March Inflation eases to 2.6% from 2.8%, but core CPI unmoved Brent crude oil hits 6-week high Wetherspoon's, Greencore, Mulberry, Liontrust post updates 3.12pm: Super Micro with super update An exception to the selling...
Find insight on software company stocks, cybersecurity services and more in the latest Market Talks covering technology, media and telecom.
Shares of enterprise software company Workday (NASDAQ:WDAY) fell 2.5% in the morning session after two Wall Street firms issued bearish calls, highlighted by Morgan Stanley downgrading the stock from Equal Weight to Underweight. The firm slashed its price target from $185 to $145. Analysts argued that the pace of AI-driven growth would be gradual, creating an uncertain growth and margin outlook. Morgan Stanley noted that growth deceleration was more persistent than the market priced in, with the
The S&P 500 Index ($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...
Workday (WDAY) faces slowing core growth, while artificial intelligence monetization remains in pilo
Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.
Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.
Workday (WDAY) closed at $147.22 in the latest trading session, marking a +1.69% move from the prior day.
Is ADP a good stock to buy? We came across a bullish thesis on Automatic Data Processing, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on ADP. Automatic Data Processing, Inc.’s share was trading at $253.31 as of July 16th. ADP’s trailing and forward P/E were 23.93 and […]
(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.
Here is a way to get paid a meaningful income now on shares you already own, cash you keep no matter what, in exchange for capping your gains at a price above today's.
The enterprise software company reported a notable insider sale in recent filings.
US stocks appeared set for a steady start on Wednesday as investors drew confidence from strong bank earnings and a softer-than-expected inflation report the day before, even as oil prices remained elevated following fresh US strikes on Iran. Nasdaq futures were up 0.5% ahead of the opening...
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