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Monro Muffler Brake (NASDAQ:MNRO) Shares Cross Above Two Hundred Day Moving Average - Here's Why

https://www.marketbeat.com/instant-alerts/monro-muffler-brake-nasdaqmnro-shares-cross-above-two-hundred-day-moving-average-heres-why-2026-02-21/
Monro Muffler Brake (NASDAQ:MNRO) shares have crossed above their 200-day moving average, trading at $22.79 after reaching $23.47. The company beat quarterly EPS estimates and announced a $0.28 quarterly dividend, while its CEO increased his stake in the company. Analyst ratings are mixed, with an average "Hold" rating and a consensus target price of $23.25.

Infosys allots 7 16 lakh equity shares under ESOP

https://www.capitalmarket.com/markets/news/corporate-news/Infosys-allots-7-16-lakh-equity-shares-under-ESOP/1679009
Infosys has allotted 716,314 equity shares under its ESOP on February 20, 2026, due to the exercise of Restricted Stock Units by eligible employees. This includes shares from both the 2015 Incentive Compensation Plan and the Infosys Expanded Stock Ownership Program 2019. Consequently, the company's issued and subscribed share capital has increased to Rs 20,27,69,55,635, divided into 4,05,53,91,127 equity shares.

Dept Powers Up Its Global Content Studio With Adobe AI

https://www.adweek.com/agencies/dept-powers-up-its-global-content-studio-with-adobe-ai/
DEPT has transformed its 500-person global content studio into DEPT Studios, an AI-enabled content operating system developed in collaboration with Adobe. This overhaul integrates Adobe's enterprise software, including GenStudio, Workfront, Frame.io, and Firefly AI tools, to automate content production and review processes. The initiative aims to meet the increasing demand for marketing content by leveraging AI and proprietary systems for large-scale global content creation.

SAP SE (SAP) to Raise Annual Dividend

https://www.insidermonkey.com/blog/sap-se-sap-to-raise-annual-dividend-1699995/
SAP SE plans to increase its annual dividend for fiscal year 2025 by €0.15 per share, bringing the total to €2.50 per share, representing a 6.4% year-over-year increase. This move is aligned with the company's policy to distribute at least 40% of its non-IFRS profit after tax, with the payout ratio dropping to 40.7% from 52.0%. The company reported strong Q4 2025 results with an 18.46% revenue growth and significant cloud revenue growth.

Gartner Down 71%. Forrester Worth $105M. What That Tells Us About B2B Spend Right Now.

https://www.saastr.com/gartner-down-71-forrester-worth-105m-what-that-tells-us-about-b2b-spend-right-now/
This article analyzes the Q4 2025 financial results of Gartner and Forrester, highlighting significant revenue declines, extended buying cycles, and severe contraction in consulting services. It suggests that while B2B spend isn't dead, it's undergoing a major reset, with budgets shifting away from legacy advisory towards AI-native solutions with clear, quantifiable ROI. The market is aggressively pricing in AI disruption risk, even for established companies, indicating a need for B2B founders to adapt to this new landscape.
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People Moves: Lucius DiPhillips, CIO at Adobe

https://aimagazine.com/news/people-moves-lucius-diphillips-cio-adobe
Lucius DiPhillips has been appointed as the new Chief Information Officer (CIO) at Adobe, bringing over 25 years of experience in digital transformation and AI innovation. He will lead Adobe's global Technology Services team, focusing on scaling technology infrastructure and modernizing systems to support the company's growth in AI-powered creativity. DiPhillips previously served as CIO at Airbnb, where he spearheaded efforts in modernizing core platforms and accelerating AI adoption.

Reasons Why Adobe (ADBE) Offers Such Impressive Upside

https://www.insidermonkey.com/blog/reasons-why-adobe-adbe-offers-such-impressive-upside-1699166/
Adobe Incorporated (ADBE) is identified as one of 12 oversold software stocks to consider. Despite recent price target reductions by analysts like Baird and Jefferies, ADBE still presents significant upside potential, with one analyst suggesting over 51%. The company focuses on digital media and marketing solutions, though some firms caution about moderating growth in the software segment and better opportunities in semiconductors, especially given gradual AI monetization.

Why this $2.7-billion money manager is buying Netflix and selling Adobe

https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-27-billion-money-manager-is-buying-netflix-and-selling-adobe/
Barry Schwartz, president of Baskin Wealth Management, advises investors to "stay the course" despite recent market underperformance, emphasizing quality, profitable companies. His firm, managing $2.7-billion, is buying Netflix due to its strong IP and reasonable valuation, and is adding to Taiwan Semiconductor Manufacturing Co. and Waste Connections Inc., while selling Adobe Systems Inc. over concerns about AI's impact on non-diversified enterprise software companies. Schwartz believes these beaten-up stocks offer good long-term buying opportunities based on strong fundamentals.

35 AI content generators to explore in 2026

https://www.techtarget.com/searchenterpriseai/feature/35-AI-content-generators-to-explore-in-2026
This article explores 35 AI content generators available in 2026, categorizing them by the type of content they produce, such as written, image, music, audio, and code. It highlights how generative AI, particularly since the debut of ChatGPT, has transformed content creation across various business and personal uses. The article details specific tools within each category, noting their functionalities, underlying technologies, and typical applications, while also touching upon the broader impact and increasing adoption of AI in content generation.

Adobe recognized by Gartner for personalization engines

https://business.adobe.com/resources/reports/gartner-mq-personalization-engines-2026.html
Adobe has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Personalization Engines for the eighth time. This recognition is based on their Ability to Execute and Completeness of Vision, with Adobe Journey Optimizer highlighted for its AI-driven personalization capabilities. The report emphasizes how Leaders in this space demonstrate a deep understanding of the market, offering sophisticated personalization engines at an enterprise scale across various industries.
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Volume spike on XETRA for EQQX.F Invesco NASDAQ-100 ETF: what it means

https://meyka.com/blog/volume-spike-on-xetra-for-eqqxf-invesco-nasdaq-100-etf-what-it-means-1902/
The Invesco NASDAQ-100 Swap UCITS ETF (EQQX.F) experienced a significant volume spike on XETRA on February 19, 2026, trading 6,084 shares compared to an average of 6.00, indicating increased trader activity and improved intraday liquidity. Despite short-term technical weakness, the ETF's price of €66.03 shows medium-term strength, trading above its 200-day average. Meyka AI projects a yearly target of €79.04, highlighting potential upside for this "HOLD" rated ETF.

Canadian Imperial Bank of Commerce (TSE:CM) Upgraded by Barclays to Overweight Rating

https://www.marketbeat.com/instant-alerts/canadian-imperial-bank-of-commerce-tsecm-upgraded-by-barclays-to-overweight-rating-2026-02-19/
Barclays has upgraded Canadian Imperial Bank of Commerce (TSE:CM) from an "underweight" to an "overweight" rating, increasing its price target to C$137.00. This upgrade, along with other positive analyst revisions, suggests a "Moderate Buy" consensus rating for CM with an average price target of C$135.40. The stock recently traded near its 52-week high, reflecting positive market sentiment following these analyst reports and strong financial metrics.

Understanding agentic AI: Beyond the generative hype.

https://business.adobe.com/uk/blog/the-fundamentals-of-ai-agents-what-enterprises-must-fix-before-automation-works
This article explores the evolution of AI from generative AI to agentic AI, emphasizing its potential for orchestrating multiple AI systems to complete complex, end-to-end tasks. It highlights the critical prerequisites for successful agentic AI implementation, such as clean data, robust infrastructure, strategic deployment, and human oversight. The author, Koen Van Eeghem, stresses that businesses must address foundational issues like poor data practices and inefficient processes before agentic AI can deliver maximum value.

Data Center Power Demand Spurs at Least $1B Since January

http://www.epmag.com/energy-market-transactions/acquisitions-and-divestitures/he-generac-acquires-enercon-data-centers/
Generac Holdings Inc. is expanding its data center technology solutions, including through its acquisition of Enercon, to meet the surging demand for backup power in the sector. The article highlights how data center power demand has spurred over $1 billion in investments since January. It also touches on related discussions about data centers' impact on rising power prices and financing trends in the energy sector.

Adobe opens Photoshop, Acrobat and Firefly AI free to Indian students

https://www.newindianexpress.com/business/2026/Feb/19/adobe-opens-photoshop-acrobat-and-firefly-ai-free-to-indian-students
Adobe has launched an initiative to provide Indian students enrolled in accredited higher education institutions with free access to Photoshop, Acrobat, and its generative AI platform, Firefly. This program, in partnership with the Indian government, aims to enhance digital and AI skills among students by integrating professional-grade tools into their formal education. The company seeks to foster early familiarity with its platforms, strengthen its market position, and align with India's efforts to boost employability in an AI-driven economy.
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Adobe Introduces Photoshop, Acrobat and Firefly AI Student Offering for Free in India to Accelerate Vibrant Creator Economy

https://news.adobe.com/en/apac/news/2026/02/adobe-introduces-photoshop-acrobat-and-firefly-ai-student-offering-for-free-in-india-to-accelerate-vibrant-creator-economy
Adobe is offering free access to Photoshop, Acrobat, and Firefly AI to students in India through accredited higher education institutions, aligning with the Indian government's focus on AI and job creation. This initiative aims to equip millions of students with AI-first skills, enhancing their creativity and productivity to prepare them for future careers in an AI-powered economy. The program, in partnership with NASSCOM FutureSkills Prime, emphasizes hands-on learning and certifications to empower the next generation of India’s workforce.

The Buyout Case for Salesforce Is Real, but Marc Benioff Stands in the Way

https://247wallst.com/investing/2026/02/19/the-buyout-case-for-salesforce-is-real-but-marc-benioff-stands-in-the-way/
Salesforce stock has dropped almost 30% year-to-date, making it an attractive target for a leveraged buyout due to its strong free cash flow and undervalued stock price. However, CEO Marc Benioff's deep commitment to the company and its AI strategy, particularly Agentforce, makes a near-term sale unlikely. Investors should watch the upcoming Q4 FY2026 earnings report for potential activist pressure if results disappoint, as this could be an inflection point for the company's future.

Adobe AI and Digital Trends 2026: GenAI and Agentic AI Insights

https://business.adobe.com/resources/digital-trends-report.html
The Adobe AI and Digital Trends 2026 report highlights how generative AI (GenAI) and agentic AI are rapidly transforming customer experiences, urging brands to adapt quickly. While GenAI is already showing early successes in personalization and efficiency, the ambitious leap to agentic AI faces challenges due to organizational readiness gaps and differing customer comfort levels. The report emphasizes the need for stronger data foundations, improved internal alignment, and customer-centric AI design to navigate these changes effectively.

Why Wall Street Is Turning Cautious on Adobe Inc. (ADBE)

https://www.insidermonkey.com/blog/why-wall-street-is-turning-cautious-on-adobe-inc-adbe-1697666/
Wall Street analysts are becoming cautious on Adobe Inc. (ADBE), with recent downgrades and price target cuts due to concerns about its growth compared to competitors and increased AI investment costs. Piper Sandler downgraded the stock to Neutral, and UBS trimmed its price target, while Goldman Sachs moved to a Sell rating. Despite its strong position in software, analysts are questioning Adobe's potential returns compared to other AI stocks.

Jim Cramer Discusses Salesforce (CRM) Stock

https://finviz.com/news/314713/jim-cramer-discusses-salesforce-crm-stock
Jim Cramer discussed Salesforce (NYSE:CRM) stock, highlighting a comparison with Walmart regarding cash flow and growth rates. While Salesforce's shares have seen a significant decline, Stifel reiterated a Buy rating, citing the potential of its Agentforce platform in the AI era. Piper Sandler, however, cut its price target on the stock.
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Adobe Commerce expands support for agentic commerce standards

https://business.adobe.com/blog/adobe-commerce-commits-to-agentic-commerce-standards
Adobe Commerce is increasing its support for agentic commerce standards, including Universal Commerce Protocol (UCP) and Agentic Commerce Protocol (ACP), to enable brands to thrive in an AI-driven shopping landscape. This initiative allows brands to maintain control over customer relationships and data while engaging shoppers across AI-powered interfaces where 81% of shopping journeys now begin. The expansion aims to facilitate real-time product data, secure in-agent checkouts, and scalable interactions, helping brands optimize for AI discoverability and enhance human-driven experiences.

Jim Cramer Believes Adobe’s (ADBE) In Trouble

https://sg.finance.yahoo.com/news/jim-cramer-believes-adobe-adbe-175240283.html
Jim Cramer suggests Adobe (ADBE) is facing difficulties, particularly in the AI market, leading to a significant drop in its stock value. Goldman Sachs, UBS, and Piper Sandler have all downgraded Adobe's stock and reduced price targets due to concerns about its NTM revenue growth and EPS lagging behind competitors. Cramer believes consumers can find cheaper alternatives to Adobe's products, exacerbating the company's challenges.

Salesforce.com (CRM) Earnings Expected to Grow: Should You Buy?

https://finviz.com/news/314531/salesforcecom-crm-earnings-expected-to-grow-should-you-buy
Salesforce.com (CRM) is projected to report increased earnings and revenues for the quarter ended January 2026. While the Zacks Consensus Estimate for EPS is $3.03, the Earnings ESP is slightly negative at -0.05%, suggesting analysts are leaning bearish. Despite a strong Zacks Rank #2 and a history of beating past EPS estimates, the combination makes predicting an earnings beat for CRM difficult.

Adobe Stock Drops 26% as Wall Street Questions Its Defense Against AI Competition

https://247wallst.com/investing/2026/02/18/adobe-stock-drops-26-as-wall-street-questions-its-defense-against-ai-competition/
Adobe shares have plummeted 26% in 2026 as investors fear generative AI tools from companies like OpenAI and Midjourney will commoditize its creative software suite. Despite strong profit margins and a low P/E ratio, major analysts have issued downgrades and sell ratings amid concerns over legal risks and a broader software sector "SaaSpocalypse."

Dick's Sporting price buoyed by pivotal resistance - Forecast today - 18-02-2026

https://www.economies.com/stocks/united-states-analysis/dicks-sporting-price-buoyed-by-pivotal-resistance---forecast-today---18-02-2026-124956
DKS stock displayed some positive momentum after holding above a key support level of $197.55, but technical indicators suggest continued bearish pressure. Trading below its 50-day SMA and a short-term bearish trend line, the stock is expected to decline further, especially if it breaks the support, targeting $186.00. The forecast for Dick's Sporting remains bearish for upcoming intraday trading.
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The Death of the 'Seat': How AI Agents Triggered the 2026 SaaSpocalypse for Salesforce and Adobe

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-18-the-death-of-the-seat-how-ai-agents-triggered-the-2026-saaspocalypse-for-salesforce-and-adobe
The software industry is experiencing a "SaaSpocalypse" in early 2026, a structural valuation collapse where AI agents are dismantling the per-seat licensing model. Companies like Salesforce and Adobe have seen significant stock price drops as enterprises replace human workflows with autonomous digital "workers." This shift necessitates a pivot for these companies towards consumption-based models, marking a transition from "Software as a Service" to "Service as Software."

Wix and Intuit Deepen Partnership to Unlock Growth Opportunities for Small Businesses

https://www.globenewswire.com/de/news-release/2026/02/17/3239375/0/en/Wix-and-Intuit-Deepen-Partnership-to-Unlock-Growth-Opportunities-for-Small-Businesses.html?f=22&fvtc=5&fvtv=46361616
Wix.com Ltd. and Intuit Inc. have expanded their partnership to provide small businesses with a more connected experience for managing financial operations and online presence. This integration allows Wix users to utilize QuickBooks Online for deeper insights into profitability, cash flow, and tax liabilities, benefiting from AI-powered tools for accounting automation. Additionally, QuickBooks customers can seamlessly build and manage Wix websites directly from within QuickBooks, leveraging Wix’s AI-powered creation tools and marketing capabilities.

GWRE Stock Price, Forecast & Analysis | GUIDEWIRE SOFTWARE INC (NYSE:GWRE)

https://www.chartmill.com/stock/quote/GWRE/profile
Guidewire Software Inc. (GWRE) currently trades at $127.66 with a market cap of $10.85 billion. ChartMill assigns it a fundamental rating of 5/10, noting excellent financial health but minor profitability concerns. Analysts forecast an average price target of $261.85, suggesting a 105.12% increase, with expected EPS growth of 13.23% and revenue growth of 19.37% in the next year.

ServiceNow Insiders Buy as Wall Street Panics Over an AI SaaSpocalypse

https://finviz.com/news/313477/servicenow-insiders-buy-as-wall-street-panics-over-an-ai-saaspocalypse
Amidst a "SaaSpocalypse" narrative driven by fears of AI automating white-collar work and reducing software license needs, ServiceNow insiders are making significant purchases of company stock, signaling strong confidence. CEO Bill McDermott bought $3 million in shares, and other executives terminated automated selling plans, indicating they believe the stock is undervalued. ServiceNow's strategy counters market fears by positioning itself as the "AI Control Tower" for managing autonomous AI agents, supported by strategic acquisitions and strong financial performance including high revenue growth and free cash flow margins.

Amex Business Gold Card: 4X Rewards for Your Expenses

https://www.lendingtree.com/credit-cards/review/american-express-business-gold-card/
The American Express Business Gold Card offers substantial rewards for small business owners, providing 4X points on the top two spending categories each month up to $150,000 annually. Despite its $375 annual fee, the card includes a 100,000-point welcome offer and potential business credits exceeding $300. This review details its benefits and drawbacks, comparing it to other business cards like The Business Platinum Card from American Express, Ink Business Preferred Credit Card, and Capital One Spark Miles for Business.
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Auri Inc. (OTCID: AURI) to Present Business Initiative and Corporate Plan at BFCVC 3 - February 18, 2026, at 12:00 PM EST

https://www.accessnewswire.com/newsroom/en/blockchain-and-cryptocurrency/auri-inc.-otcid-auri-to-present-business-initiative-and-corporate-pla-1138018
Auri Inc. will present its comprehensive business plan and corporate structure at BFCVC 3 on February 18, 2026, at 12:00 PM EST, aiming for a NASDAQ uplisting. The company anticipates reaching a $250 million consolidated valuation in 2026, driven by strategic acquisitions, substantial revenue growth, and expanding its oil & gas, logistics, and digital asset ventures. Chairman and CEO Edward Vakser emphasized the aggressive addition of revenue-producing companies and assets to increase shareholder value and qualify for NASDAQ.

Omnicom Named a Leader in Commerce Services by Independent Research Firm

https://news.futunn.com/en/post/68979189/omnicom-named-a-leader-in-commerce-services-by-independent-research
Omnicom (NYSE: OMC) has been recognized as a Leader in "The Forrester Wave: Commerce Services, Q1 2026," receiving high scores in 18 criteria. This achievement highlights Omnicom's strengthened commerce capabilities, following its 2024 acquisition of Flywheel Digital and 2025 acquisition of Interpublic, which provided access to Flywheel Commerce Cloud and Acxiom Real ID. The company's AI-driven platform, Omni, integrates these assets to deliver advanced connected commerce experiences for its clients.

Morgan Stanley upgrades Veeva after 45% plunge from peak to stock’s 10-year low

https://za.investing.com/news/stock-market-news/morgan-stanley-upgrades-veeva-after-45-plunge-from-peak-to-stocks-10year-low-4117436
Morgan Stanley has upgraded Veeva Systems to Equal-weight following a 45% drop in its stock price from its October peak, bringing it to a 10-year low in valuation. The firm believes competitive risks in its core CRM business are now better understood, and investor sentiment may have become overly pessimistic. Despite ongoing risks from client losses and pricing pressure, these factors appear to be reflected in the current valuation, with potential support from a $2 billion share buyback and a strong balance sheet.

Wearable Devices Ltd. Launches Mudra Experience Studio to Standardize Neural Gestures for AI-Assisted Development

https://www.quiverquant.com/news/Wearable+Devices+Ltd.+Launches+Mudra+Experience+Studio+to+Standardize+Neural+Gestures+for+AI-Assisted+Development
Wearable Devices Ltd. has launched the Mudra Experience Studio, a developer platform designed to standardize neural gestures for AI-assisted application development across various devices like XR and mobile platforms. This initiative aims to address gesture fragmentation and streamline the integration of neural input for developers with production-ready SDKs. The company is transitioning into a full-stack platform provider and has opened a waitlist for early access, appointing Ron Kaldes as Head of Growth, AI & Innovation to lead the effort.

Adobe Systems Bear Put Spread Could Return 163% in this Down Move

https://www.barchart.com/story/news/251730/adobe-systems-bear-put-spread-could-return-163-in-this-down-move
Barchart contributor Gavin McMaster discusses a potential bear put spread trade for Adobe Systems (ADBE) due to its 100% Sell rating and strengthening short-term bearish outlook. The strategy involves buying a May 15th $240 put and selling a $230 put, which could yield a 163% return if ADBE falls below $230 by the expiration date. The article provides details on the trade's mechanics, potential profit/loss, and key company information on Adobe Inc.
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Adobe Inc (ADBE)’s Upside Potential Tested by Lawsuits and Strategy Shifts

https://www.insidermonkey.com/blog/adobe-inc-adbes-upside-potential-tested-by-lawsuits-and-strategy-shifts-1697197/
Adobe Inc (ADBE) is facing a lawsuit alleging the company used pirated books to train its AI models, following a similar suit in December. Despite this, Adobe recently announced an AI collaboration with Cognizant Technology Solutions to address content demand and brand governance in regulated industries. However, Goldman Sachs downgraded ADBE to Sell with a price target of $290, citing valuation concerns.

Adobe Inc (ADBE)'s Upside Potential Tested by Lawsuits and Strategy Shifts

https://www.bitget.com/amp/news/detail/12560605203382
Adobe Inc (ADBE) is facing new challenges, including a recent lawsuit alleging the use of pirated books to train its AI models, following a similar suit in December. This comes as Adobe announced a strategic AI collaboration with Cognizant Technology Solutions to address increasing content demand and cost pressures. Despite being a top S&P 500 stock, its market position is being re-evaluated, with Goldman Sachs recently downgrading ADBE to a Sell rating due to valuation concerns.

Analysts Are Bullish on These Technology Stocks: Powerfleet (AIOT), Rigetti Computing (RGTI)

https://www.theglobeandmail.com/investing/markets/stocks/PRCH-Q/pressreleases/249230/analysts-are-bullish-on-these-technology-stocks-powerfleet-aiot-rigetti-computing-rgti/
This article highlights bullish analyst sentiments for several technology stocks, including Powerfleet (AIOT) and Rigetti Computing (RGTI). Powerfleet received a "Strong Buy" consensus with a significant upside, while Rigetti Computing garnered a "Moderate Buy" consensus. Porch Group (PRCH) also received a "Strong Buy" rating with a considerable price target upside.

Newell Brands (NWL) Gets 10.3% Boost from Adobe Partnership

https://www.msn.com/en-us/money/companies/newell-brands-nwl-gets-10-3-boost-from-adobe-partnership/ar-AA1GTZJA?ocid=finance-verthp-feeds&apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1
Newell Brands (NWL) saw a significant stock price increase of 10.3% following the announcement of a strategic partnership with Adobe. This collaboration is aimed at enhancing Newell's digital marketing and e-commerce capabilities. The market reacted positively to the news, indicating investor confidence in the potential benefits of the partnership for Newell Brands.

HSBC Reduces PT on Adobe Inc. (ADBE) Stock

https://www.insidermonkey.com/blog/hsbc-reduces-pt-on-adobe-inc-adbe-stock-1696862/
HSBC has reduced its price target on Adobe Inc. (ADBE) stock to $302 from $388, maintaining a "Hold" rating due to competitive risks from AI-powered tools. Separately, Piper Sandler downgraded ADBE to "Neutral" with a price objective of $330, and Goldman Sachs downgraded it to "Sell" with a $290 target, all citing concerns about AI competition and potential EPS growth pressure. Adobe operates as a technology company offering Creative Cloud, Document Cloud, and Experience Cloud solutions.
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13 Most Profitable Software Stocks to Buy Now

https://www.insidermonkey.com/blog/13-most-profitable-software-stocks-to-buy-now-1695268/2/
This article identifies profitable software stocks for investors, focusing on companies with solid financial performance and growth prospects. It highlights VeriSign, Inc. (NASDAQ: VRSN) as an appealing entry point due to its strong fundamentals, AI-driven domain growth, and positive outlook despite a recent EPS miss. The article provides financial data, analyst ratings, and forward guidance for VeriSign.

Gartner: Business Software Spend Will Grow a Stunning 14.7% in 2026 to $1.4 Trillion — Up From 11.5% in 2025. Are You Grabbing It?

https://www.saastr.com/gartner-business-software-spend-will-grow-a-stunning-14-7-in-2026-to-1-4-trillion-up-from-11-5-in-2025-are-you-grabbing-it/
Gartner's latest forecast predicts that worldwide IT spending will reach $6.15 trillion in 2026, with business software spending growing by 14.7% to over $1.4 trillion, accelerating from 11.5% in 2025. This growth is driven by the integration of GenAI features into existing software and massive investments in AI infrastructure, particularly by hyperscale cloud providers. B2B founders are urged to ensure their companies are growing at least at this rate and providing AI-enhanced solutions to capture the accelerating market demand, despite the "trough of disillusionment" for GenAI hype.

3M Is Up 7% in the Last 6 Months. Here’s How Much the Stock Could Rise in 2026

https://www.tikr.com/blog/3m-is-up-7-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026
3M stock has risen 7% in the last six months, trading near $172 per share, driven by improved earnings and operational turnaround. A valuation model suggests an 18% upside with a target price of $203, based on assumptions of 3.2% revenue growth, 25.0% operating margins, and a 19x exit P/E multiple. The company's focus on margin expansion, innovation, and disciplined capital allocation is expected to drive performance in 2026.

Leidos Holdings to Report Q4 Earnings: What's in the Cards?

https://www.tradingview.com/news/zacks:371f28a02094b:0-leidos-holdings-to-report-q4-earnings-what-s-in-the-cards/
Leidos Holdings (LDOS) is set to release its fourth-quarter 2025 earnings on February 17, 2026. The acquisition of Savanna Industries, Inc. (Kudu Dynamics) and increased sales across its segments are expected to positively impact its performance. Analysts anticipate a decrease in revenues to $4.25 billion but an increase in earnings to $2.57 per share, with a significant boost in backlog for the company and its National Security and Digital segment.

SAP Fell 13% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026

https://www.tikr.com/blog/sap-fell-13-in-the-last-30-days-heres-how-much-the-stock-could-rise-in-2026
SAP SE's stock dropped 13% in the last 30 days due to investors rotating out of enterprise software and a slowdown in current cloud backlog growth, despite overall strong financial results for the year. The company reported significant cloud revenue growth, record Q4 bookings, and positive outlooks for operating profit and free cash flow. Analysts indicate SAP appears undervalued, with an implied upside of 24% to 47% based on continued cloud expansion, margin durability, AI integration, and a substantial share repurchase program.
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The SaaSpocalypse of 2026: Why AppLovin and Cisco’s Record Earnings are Falling on Deaf Ears

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-16-the-saaspocalypse-of-2026-why-applovin-and-ciscos-record-earnings-are-falling-on-deaf-ears
Despite reporting record earnings, AppLovin and Cisco experienced significant stock sell-offs in February 2026, signaling a "SaaSpocalypse" driven by the market's re-evaluation of software companies in the face of autonomous AI. Investors are shifting focus from current profitability to long-term "terminal value," questioning the sustainability of traditional software-as-a-service (SaaS) models as AI agents threaten to disintermediate human workflows and seat-based licensing. The market is now segmenting between AI enablers and those disrupted, with a new emphasis on "outcome-based" pricing and "gross margin per AI-hour" as critical metrics for survival in the emerging "Agent Economy."

Adobe Inc. (NASDAQ:ADBE) Presents a Classic Value Investing Opportunity

https://www.chartmill.com/news/ADBE/Chartmill-42039-Adobe-Inc-NASDAQADBE-Presents-a-Classic-Value-Investing-Opportunity
Adobe Inc. (NASDAQ:ADBE) is highlighted as a compelling value investing opportunity due to its current market price appearing undervalued compared to its strong fundamentals. The article points to Adobe's low P/E and Price-to-Free Cash Flow ratios relative to its industry and the S&P 500, combined with exceptional profitability, strong financial health, and steady growth prospects. This combination suggests that Adobe is a high-quality business selling at a fair price, making it attractive for long-term, value-oriented investors.

Goldman’s Snider Says Analysts Turn Positive on Software Profits

https://www.bloomberg.com/news/articles/2026-02-16/goldman-s-snider-says-analysts-turn-positive-on-software-profits
Goldman Sachs Group Inc. strategists, led by Ben Snider, report that analysts are increasing earnings estimates for software stocks, despite concerns about AI disruption. Over the past three months, two-year forward earnings estimates for software stocks have grown by 5%. Industries thought to be most vulnerable to AI have notably received positive revisions for their 2026 earnings-per-share projections and showed double-digit growth in fourth-quarter earnings.

Barclays Upgrade Reframes Pegasystems Cloud AI And Buyback Story

https://simplywall.st/stocks/us/software/nasdaq-pega/pegasystems/news/barclays-upgrade-reframes-pegasystems-cloud-ai-and-buyback-s/amp
Barclays has upgraded Pegasystems (NasdaqGS:PEGA) due to strong momentum in its cloud and AI offerings, further bolstered by a recent legal victory overturning a US$2 billion trade secret verdict. The company also expanded its share buyback program to US$1 billion, indicating increased management confidence and active capital returns. These developments provide a new context for investors considering Pegasystems' position in the tech and software market, emphasizing clearer earnings, reduced legal risk, and a focus on cloud and AI innovation.

Barclays Upgrade Reframes Pegasystems Cloud AI And Buyback Story

https://www.sahmcapital.com/news/content/barclays-upgrade-reframes-pegasystems-cloud-ai-and-buyback-story-2026-02-16
Barclays has upgraded Pegasystems (NasdaqGS:PEGA) due to strong momentum in its cloud and AI offerings, a significant legal victory, and an expanded share buyback program. The company recently reported robust Q4 2025 financial results and provided optimistic 2026 guidance, while the overturning of a US$2 billion trade secret verdict removed a major risk. These developments, along with increased capital returns, suggest a positive outlook for the company's stock, though execution risks in cloud adoption and AI growth remain.
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