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Adobe Q3 ‘Uneventful’ Even As AI ARR Tops $650M, Jefferies Says — Citi Flags Slowing Growth
Adobe raised full-year revenue and earnings targets after record third-quarter revenue. Jefferies and Citi cut price targets, according to TheFly.
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MSTR Stock Slips After Strategy Leaves Bitcoin Stash Untouched, Doubles Buyback Program To $2B
The company repurchased around 1.8 million STRC shares for $176.3 million during the week, without buying back its other preferred securities or common stock.
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ZS, DOCU Stock Price Targets Rise, But Wall Street’s Growth Debate Continues
Zscaler and DocuSign beat quarterly earnings estimates and received multiple price-target hikes, but analysts continued to flag questions around future growth.
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ADBE Stock Dips Over 1% Overnight After Naming New CEO Ahead Of Q3 Earnings — Retail Watches Cautiously
Adobe is naming Anil Chakravarthy as CEO as Shantanu Narayen steps aside.
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Software Stocks & ETFs: Is the AI Sell-Off Over?
We examine why software stocks are rebounding and highlight software ETFs.
Zacks
ETFs to Buy as Salesforce Jumps on Q2 Earnings Beat, Anthropic Gains
Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.
Zacks
TEAM Stock Heads For Best Month Ever As Software Stocks Swing From ‘SaaSpocalypse’ To Full Revival In One Month
Strong quarterly results from Atlassian and a few other major SaaS firms are forcing investors to rethink the “SaaSpocalypse” thesis.
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CrowdStrike’s AI Security Rally Faces Its Next Test At Fal.Con 2026: What Investors Should Watch
CrowdStrike will showcase new AI-driven security capabilities at its sold-out Las Vegas conference.
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Salesforce Just Made Chamath Rethink SaaS? After Calling RPO Worthless Just Months Ago, He Says Software Valuations Will ‘Snap Back’
Palihapitiya praised CEO Marc Benioff as “too good” and said he expects Salesforce to make good deals as the AI ecosystem evolves.
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Intuit CEO Admits Pricing Is Driving TurboTax Customers Away, Says Low-Cost Fix Coming As Stock Extends Tumble Overnight
CFO Sandeep Aujla said the company’s fiscal 2027 outlook reflects “deliberate actions” to improve the price-value equation for customers.
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