Serval Wants To Replace ServiceNow With AI That Builds Enterprise Automation
Serval, a $1 billion AI startup, is aiming to replace ServiceNow with its new Catalyst AI agent that automates enterprise workflows. Catalyst analyzes ticket histories to identify recurring problems, then generates the necessary code, workflows, and permissions for automation, requiring administrator approval before deployment. While ServiceNow reports strong AI business growth, Serval claims many of ServiceNow's AI products go undeployed, positioning itself as a faster, AI-native alternative.
TD Cowen Adjusts Price Target on Workday to $220 From $155, Maintains Hold Rating
TD Cowen has increased its price target for Workday (NASDAQ: WDAY) shares to $220 from $155, while maintaining a Hold rating on the stock. This adjustment reflects a significant positive revision in the analyst's outlook for the company. The article also lists other recent analyst adjustments for Workday, with several firms raising their price targets but some also downgrading the stock.
Fair Isaac Jumps 7.5% Amid Sector-Wide Rally
Fair Isaac Corporation experienced a significant 7.5% surge in its stock price, closing at $1159.16, driven by a broad sector-wide rally in software and technology stocks. This increase was attributed to bullish sentiment across the industry, with no specific company news acting as a direct catalyst. The company's strong market capitalization and its dominant position in credit scoring software continue to attract investor interest.
Fair Isaac Jumps 7.5% Amid Sector-Wide Rally
Fair Isaac (FICO) surged 7.5% on Wednesday as a broad sector-wide rally lifted software and technology stocks. The jump, which occurred without company-specific news, was accompanied by similar gains in peers like MicroStrategy, Caracal, Workday, and Roper Technologies, suggesting a coordinated investor rotation into the sector. Investors should watch if this sector momentum continues, as the move was driven primarily by broader market optimism rather than individual company catalysts.
The Selling Goes Too Far": Jim Cramer Defends ServiceNow, Salesforce, and Other Software Giants Against Extinction Fears
Jim Cramer argues that the market has overreacted to the software selloff, contending that fears of AI-fueled competition displacing established giants like ServiceNow, Salesforce, Cadence Design Systems, and Workday are largely theoretical. He highlights that these companies continue to show strong revenue growth and high renewal rates, trading at significantly reduced valuations despite their robust fundamentals. Cramer believes that while the market has priced in an "extinction bet," these software stocks are becoming too cheap to ignore, suggesting the selling has gone too far.
Workday, Inc. Stock 12‑Month Price Target Raised to $184.23, Implies 3% Downside
Workday, Inc.'s average 12-month price target has increased to $184.23, according to 35 analysts, despite implying a 3% potential downside from its Aug. 18 closing price. The consensus rating among 43 analysts remains "Buy," with 21 buy recommendations, 19 holds, and 3 sells. Investors can find more detailed price target data and analyst recommendations on TradingView's Forecasts tab and News Flow.
HOTCHKIS & WILEY Trims APA Corp (APA) Stake -- Shares Trade 62% Above GF Value
Hotchkis & Wiley recently reduced its stake in APA Corp (APA) by selling 319,811 shares at $32.57 each, though still retaining a substantial 8.97% ownership. This reduction comes as APA's stock trades 62% above its GF Value, indicating significant overvaluation despite strong profitability. The firm's move reflects a disciplined value investing approach, acknowledging the company's strengths while adjusting to current market conditions.
HOTCHKIS & WILEY Expands National CineMedia Inc (NCMI) Stake -- Shares Look 44% Undervalued on GF Value
Hotchkis & Wiley increased its stake in National CineMedia Inc (NCMI) by purchasing 1,553,240 shares, bringing its total to 9,451,093 shares and a 10.08% ownership. Despite a 33.82% stock decline since the transaction, the firm, known for value investing, sees NCMI as 44% undervalued according to GuruFocus's GF Value model, suggesting a potential long-term recovery. NCMI faces significant operational challenges in the cinema advertising sector, but its balance sheet shows some strength, and institutional interest remains divided.
HubSpot Stock Whipsaws As Earnings Beat Collides With Guidance Reset
HubSpot Inc. (HUBS) saw its stock whipsaw despite beating Q2 earnings expectations, due to a guidance reset that prioritized profitability over pure growth and led to a temporary after-hours drop. While Q2 adjusted EPS and revenue surpassed forecasts, management raised full-year EPS guidance but trimmed revenue projections, signaling market sensitivity to AI-driven pricing changes and budget constraints. Despite analyst price target cuts, most maintained "Buy" or "Overweight" ratings, and a new $1.0B share repurchase plan adds potential support for the stock.
HubSpot HUBS Resets Guidance As Traders Eye AI Pivot
HubSpot (HUBS) saw its stock rise by 6.44% following Q2 results that surpassed expectations in adjusted EPS and revenue, driven by AI-focused product changes. Despite trimming full-year revenue guidance, management increased EPS guidance, indicating a shift towards profitability over top-line growth. The company also announced a $1.0 billion share repurchase program, signaling confidence in its long-term strategy, even as some analysts adjusted price targets.
HubSpot, Five9, GitLab, Asana potential takeover targets after Workday news - analysts (HUBS:NYSE)
Following reports of Silver Lake's potential acquisition of Workday, KeyBanc analysts have identified several software companies, including HubSpot, Five9, Asana, Netskope, and GitLab, as possible takeover targets. A significant software acquisition could set a valuation floor for other companies in the sector, signaling private equity interest but also potentially indicating challenges from AI disruption. The Workday news suggests that private equity firms are increasingly looking at software companies.
Analysts Conflicted on These Technology Names: Bill.com Holdings (BILL), Workday (WDAY) and Monday.com (MNDY)
Analysts are divided on several technology stocks, including Bill.com Holdings (BILL), Workday (WDAY), and Monday.com (MNDY). Needham maintained a Buy rating on Bill.com Holdings with a $75 price target, while Morgan Stanley issued a Sell rating for Workday with a $145 price target. TD Cowen maintained a Buy rating on Monday.com with a $110 price target, with a general consensus suggesting a Moderate Buy for Workday and Monday.com.
3 Stocks That Could Benefit As Carmakers Cut White Collar Jobs
As German carmakers reduce white-collar jobs, the focus shifts to companies that provide digitalization, robotics, and process optimization solutions. This article highlights three stocks from the Industrial Efficiency and Automation screener—Zeta Global Holdings (ZETA), Kainos Group (LSE:KNOS), and Vishay Precision Group (VPG)—that are well-positioned to benefit from these restructuring trends. These companies offer tools and services designed to help large enterprises achieve greater cost efficiency and automation through AI-driven marketing, digital services, and precision measurement technologies.
This Workday Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
A Workday analyst is no longer bullish on the company, leading to a downgrade. This article lists five major stock downgrades announced on Monday, including Workday, Crescent Capital BDC Inc, JetBlue Airways Corp, Amcor PLC, and cbdMD Inc, with details on the analyst and new ratings.
Workday, Inc. Stock 12‑Month Price Target Raised to $181.71, Implies 9% Downside
Workday, Inc. (WDAY) has seen its average 12-month price target raised to $181.71 from $180.57 by 35 analysts, with forecasts ranging from $92 to $275. This updated target suggests a potential 9% downside based on the August 14 closing price. Despite this, the consensus rating from 43 analysts remains a "Buy," with 21 Buys, 19 Holds, and 3 Sells.
How Fair Value spotted Insperity’s 68% rally nine months early
InvestingPro's Fair Value models identified Insperity (NYSE:NSP) as significantly undervalued on November 17, 2025, when the stock was trading near its 52-week low. Nine months later, Insperity's stock had surged 68.24%, demonstrating the effectiveness of systematic Fair Value analysis in identifying investment opportunities. The article highlights how this methodology, which uses multiple valuation models, helped predict the substantial rally despite operational challenges faced by the company.
Workday, Inc. Stock 12‑Month Price Target Raised to $180.42, Implies 9% Downside
Workday, Inc.'s average 12-month price target has been raised slightly to $180.42 by 36 analysts, with forecasts ranging from $92 to $275. This updated target suggests a potential 9% downside from the August 14 closing price. Despite the target implying a downside, the consensus rating from 43 analysts remains a "Buy."
Pacific Sage Partners LLC Makes New $2.19 Million Investment in Adobe Inc. $ADBE
Pacific Sage Partners LLC has made a new $2.19 million investment in Adobe Inc. (ADBE) by acquiring 10,701 shares, making it their 27th-largest portfolio holding. This comes as Adobe reports strong quarterly earnings, with adjusted EPS of $5.96 and revenue of $6.62 billion, alongside authorizing a $25 billion share-repurchase program. Despite these positive financials and growth in AI-related revenue, analysts maintain a cautious "Hold" rating with an average price target of $269.81, citing ongoing concerns about generative AI's potential impact on Adobe's core creative business.
Focus Partners Advisor Solutions LLC Acquires Shares of 8,637 Adobe Inc. $ADBE
Focus Partners Advisor Solutions LLC recently acquired 8,637 shares of Adobe Inc. (NASDAQ:ADBE) valued at approximately $1,771,000 during the second quarter. This move is part of broader institutional investor activity, with several other firms also initiating or increasing their stakes in Adobe. The article also details recent insider transactions, analyst ratings, and key news impacting Adobe's stock performance.
ABN AMRO Bank N.V. Makes New $3.70 Million Investment in Adobe Inc. $ADBE
ABN AMRO Bank N.V. has invested $3.70 million in Adobe Inc., purchasing 18,047 shares during the second quarter. Other institutional investors also increased their stakes in Adobe, bringing institutional ownership to 81.79%. The article also details Adobe's financial performance, recent stock buyback authorization, analyst ratings, and insider trading activity.
Is Pegasystems (PEGA) Fairly Valued After Its FedRAMP Expansion?
Pegasystems (PEGA) has expanded its FedRAMP Class D Certified capabilities for Pega Cloud for Government, allowing federal agencies more secure options for using its AI workflow and decisioning tools. Despite a significant year-to-date share price drop, a common narrative suggests the stock is 46% undervalued with a fair value of $59.82, based on assumptions of revenue growth and improved margins. However, a discounted cash flow model suggests the stock is currently trading closer to its fair value of $31.13, highlighting differing views on its valuation.
What's Going On With Globant Stock On Friday?
Globant (NYSE: GLOB) shares are trading lower after reporting mixed second-quarter results and a lowered price forecast from Needham analyst Mayank Tandon. The company's Q2 revenue slightly exceeded expectations, but EPS was impacted by forex headwinds, leading to a cut in its Q3 guidance and full-year outlook. Despite near-term pressures, the Glob.AI ARR accelerated significantly, and cost-saving measures are expected to support future margins.
Key deals this week: Workday, Diversified Energy, Aurora Cannabis, and more
This article highlights major deals reported across various sectors this week, featuring Workday's stock surge due to private equity talks, Diversified Energy's advanced negotiations, and other significant activities involving companies like Aurora Cannabis. The deals section focuses on key M&A activities influencing stock performance.
RTX Has a $218 Billion Backlog and Keeps Beating Estimates. So, Why Is the Mean Target Only 4% above the Current Price?
RTX Corporation, a major aerospace and defense company, consistently outperforms earnings estimates and boasts a record $218 billion backlog. Despite strong operational momentum across all segments, the mean analyst price target is only 4% above its current price, suggesting the market views the stock as fully valued. The article explores whether RTX's current valuation of approximately 30 times forward earnings adequately captures its growth prospects, particularly from commercial aerospace recovery and its durable aftermarket flywheel.
Key facts: Workday, Inc. Class A Silver Lake talks; Targets up
Silver Lake is reportedly in talks to acquire Workday (WDAY) in what would be a significant software buyout, although no agreement or terms have been announced. Analysts have responded by raising Workday's price targets, with Baird increasing its target to $215 from $190, and Jefferies to $205 from $140, citing the company's AI value.
AbbVie Defends Its Turf, But Leaves One Big Question Open
AbbVie (ABBV) is performing strongly, with sales beating expectations and stock trading near a 52-week high, despite a slight trim in 2026 EPS guidance due to an acquisition. Analysts questioned the sustainability of this growth, particularly concerning competition for its immunology drug SKYRIZI and the upcoming clinical trial data for its hidradenitis suppurativa pipeline. The company defended its current commercial execution but faces an unanswered question about the success of its complex future clinical programs, with pivotal data expected later this year.
Workday (WDAY): Eagle Capital discloses 11.3M-share, 5.63% ownership stake
Eagle Capital Management, LLC has reported a passive ownership stake in Workday, Inc. Class A common stock, beneficially owning 11,323,681 shares, which represents 5.63% of the outstanding Class A common stock. The firm holds sole voting and dispositive power over all these shares, with no shared power reported. This disclosure was made via a Schedule 13G SEC filing.
Tapestry Sank 15% Despite a Q4 Earnings Beat. The FY27 Guide Is Why.
Tapestry's stock fell 15% despite beating Q4 earnings expectations, primarily due to its conservative FY27 guidance. While the company exceeded its Investor Day targets two years early with strong Q4 performance, especially from Coach in China and Europe, the projected mid-single-digit revenue growth and low double-digit EPS growth for FY27, along with an anticipated high single-digit decline for Kate Spade, tempered investor enthusiasm. TIKR's model still projects a 45% total return for Tapestry stock by June 2031, valuing it at $186.
Top Midday Stories: Silver Lake in Talks to Buy Workday; Applied Materials Q3 Tops Estimates But Shares Fall
The midday news roundup highlights two major stories: Silver Lake's potential acquisition of Workday and Applied Materials' Q3 earnings. While Applied Materials' results surpassed estimates, its stock experienced a decline.
Does Workday’s Potential Buyout Signal A Bottom For Software Stocks? Dan Niles And Palo Alto CEO Weigh In
Dan Niles, founder of Niles Investment Management, suggests that Silver Lake's potential acquisition of Workday (WDAY) could establish a floor for the software sector, especially given its underperformance compared to the S&P 500. While Niles believes AI-native companies like Anthropic and OpenAI pressure the software industry, Palo Alto Networks CEO Nikesh Arora asserts that AI poses no existential threat to cybersecurity firms. Workday's shares surged nearly 18% following reports of the potential deal, while Palo Alto Networks also saw a gain.
EverCommerce CEO Eric Remer sells $667,379 of EVCM shares
EverCommerce CEO Eric Remer sold 67,339 shares of EVCM stock for a total of $667,379 between August 11 and August 13, 2026, with prices ranging from $9.8455 to $9.9963 per share. Despite the CEO's sales, InvestingPro analysis indicates that the company is undervalued, with management aggressively buying back shares and maintaining impressive gross profit margins of 78%. These transactions follow EverCommerce's recent Q2 2026 earnings report, which met revenue expectations, and a leadership change where Eric Remer stepped down as CEO.
Lululemon Stock Fell 43% This Year, 40% in a Year, and 68% in Three. Here’s What Changed at Each Stop.
Lululemon (LULU) stock has seen significant declines, falling 43% year-to-date, 40% over the last year, and 68% over three years. These drops are attributed to negative brand commentary, unmet product launch expectations, tariff-driven gross margin compression, and a re-rating of the stock's growth premium. Analysts have significantly lowered price targets, and TIKR's model suggests a modest 5% annualized return, indicating a repair job rather than a quick rebound.
Tapestry Inc. (TPR) PT Lowered to $175 at BTIG
BTIG analyst Robert Drbul lowered the price target for Tapestry Inc. (NYSE: TPR) to $175.00 from $180.00, while maintaining a Buy rating. The adjustment reflects the company's significant international growth opportunities, with approximately 70% of future growth projected to come from markets outside North America, especially China and Europe. Drbul highlights strong demand among younger consumers in China and underpenetration in Europe as key drivers.
Veritone Q2 2026 Earnings Call Transcript
Veritone reported mixed Q2 2026 results, with revenue up 5% year-over-year to $24.3 million, but non-GAAP net loss widening to $9.95 million. The company reduced its fiscal 2026 revenue guidance to $100 million-$150 million due to delayed Department of Defense funding and slower VDR deal closures, while also announcing $11.3 million in annualized cost savings, targeting $15 million-$20 million by year-end 2026 to achieve non-GAAP operating break-even in H1 2027. Despite challenges, Veritone Data Refinery (VDR) remains a key growth driver with over $65 million in its near-term pipeline, alongside significant public sector contract wins and progress in its Broadbean hiring division.
6 Green Days In A Row: AbCellera Biologics Stock Is Up 85%
AbCellera Biologics (ABCL) stock has surged 85% over six consecutive trading days, reaching a new 52-week high and adding $1.5 billion to its market value. While its revenue growth is strong at 101.3% over the last twelve months, the company faces profitability challenges with a -318.7% operating margin. Investors are advised to evaluate the fundamentals against the new valuation, as streaks highlight momentum but don't guarantee continued investment viability.
CRM Stock On Track For Third Week Of Gains: JPMorgan Turns Bullish On Salesforce, Sees H2 Core Business Acceleration
Salesforce Inc. (CRM) stock is poised for a third consecutive week of gains, fueled by bullish Wall Street sentiment and news of a potential Workday Inc. acquisition. JPMorgan upgraded Salesforce to 'Overweight' with a $250 price target, anticipating core business acceleration in the second half of fiscal 2027. Retail sentiment on Stocktwits also shifted to bullish, dismissing concerns about AI disrupting SaaS companies.
Earnings call transcript: Veritone Q2 2026 misses estimates, shares drop 23%
Veritone Inc. reported a wider-than-expected loss and missed revenue estimates in Q2 2026, leading to a 23% drop in share price. The company cited investments in AI, lower-margin revenue mix, and delayed public sector spending due to the Iran conflict as key factors. Despite the misses, Veritone highlighted growth in its Data Refinery and licensing services, implemented significant cost cuts, and pushed its breakeven target to the first half of fiscal 2027.
CCO Stock Stalls As Traders Weigh Heavy Debt And Tight Range
Clear Channel Outdoor Holdings Inc. (CCO) stock is experiencing a stall, trading in a tight range and down 3.11% following debt refinancing news. While the company boasts strong gross margins and positive operating cash flow, it struggles with over $6 billion in long-term debt and negative profit margins. Traders are closely watching whether the company's steady cash flow can overcome its significant leverage and allow for a clear directional move.
Mission Produce And Two Other Stocks Estimated To Be Trading Below Intrinsic Value
This article identifies three US stocks—Mission Produce (AVO), Xeris Biopharma Holdings (XERS), and Gold Royalty (GROY)—that are estimated to be trading below their intrinsic value based on future cash flow analysis. Despite recent financial challenges, all three companies are projected to experience significant earnings growth, making them potentially attractive investment opportunities in a robust market. The analysis provides an overview of each company's operations, estimated discount to fair value, and growth forecasts.
Mission Produce And Two Other Stocks Estimated To Be Trading Below Intrinsic Value
This article identifies Mission Produce, Xeris Biopharma Holdings, and Gold Royalty as three U.S. stocks currently trading below their estimated intrinsic value based on future cash flows. It provides an overview of each company's operations, estimated discount to fair value, and growth prospects, including forecasted earnings growth and recent financial performance. The analysis aims to help investors find potential opportunities for appreciation in a rising market.
Why Intapp (INTA) Is Up 7.0% After AI Celeste Momentum, 2027 Guidance And Buybacks
Intapp's stock rose 7.0% after reporting Q4 and full-year 2026 results, highlighting strong adoption of its AI-powered Celeste platform and doubling AI bookings. Despite increased net losses and a lower revenue guidance for fiscal year 2027, the company completed a significant share buyback, signaling confidence in its long-term strategy centered on AI monetization. The market is now focused on how effectively Intapp can convert early Celeste enthusiasm into profitable, recurring cloud growth.
S&P 500 Hits a New High as Sandisk, Micron Soar: Stock Market Today
The S&P 500 reached a new record high on Thursday, driven by soaring chip stocks like Sandisk and Micron, despite a mixed day for other major indexes. This rally occurred after encouraging inflation data, specifically a softer Producer Price Index, strengthened arguments for the Federal Reserve to potentially hold interest rates steady. However, Cisco Systems saw a significant dip following its earnings report, offsetting some market gains.
Workday stock gets Wells Fargo upgrade, target raised to $215
Wells Fargo analyst Michael Turrin upgraded Workday's price target to $215 from $185, maintaining an Overweight rating due to the company's strong performance in artificial intelligence capabilities. This new target represents a 22% upside from Workday's current trading level, reflecting confidence in its AI-driven growth ahead of its August 27 earnings report. Workday's AI initiatives have significantly contributed to its growth, with agentic AI annual contract value increasing by over 200% year-over-year.
SanDisk, Workday, Applied Materials, Netflix and Reddit: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices ended higher on Thursday, with the Dow Jones, S&P 500, and Nasdaq all posting gains. This article highlights five stocks that captured investor attention: SanDisk, Workday, Applied Materials, Netflix, and Reddit, detailing their recent performance and key factors driving their stock movements, including revenue forecasts, acquisition talks, quarterly results, and S&P 500 inclusion.
Align Technology, Inc. (ALGN) Stock Forecasts
Argus has lowered its target price for Align Technology (ALGN), the leading manufacturer of clear aligners, to $194.00. The company's main product, Invisalign, holds over 90% of the market share. The current stock price for ALGN is $174.01.
ServiceNow explained: what the enterprise software company does
ServiceNow is an enterprise software company founded in 2004 that provides cloud-based workflow automation tools. These tools help large organizations streamline IT, HR, customer service, and business operations by automating internal processes and connecting disparate systems. The company, which went public in 2012 under the ticker NOW, licenses its software on a subscription basis and has expanded its offerings to include AI-powered automation and broader enterprise workflow categories.
Hotchkis & Wiley (WDAY holder) discloses 12.7M-share beneficial stake in Workday
Hotchkis & Wiley Capital Management, LLC has reported a beneficial ownership of 12,679,129 shares of Workday, Inc. Class A common stock, representing a 6.31% stake. The investment adviser holds sole voting power over 11,612,524 shares and sole dispositive power over all 12,679,129 shares. These shares are held for its advisory clients, none of whom individually hold more than five percent of the class.
Archer-Daniels-Midland director Lei Z. Schlitz to step down at year-end
Archer-Daniels-Midland Co. announced that director Lei Z. Schlitz will resign from its board, effective December 31, 2026, due to a voluntary change in her principal employment. The company stated that her decision was not due to any disagreement with its operations, policies, or practices. Ms. Schlitz will continue her service until the end of the year, with the board expressing gratitude for her contributions.
Kontoor Brands raises 2026 earnings outlook on strong results
Kontoor Brands reported strong second-quarter results, with revenue increasing by 19% to $584 million and adjusted earnings per share rising by 13% to $1.06. The company has raised its full-year 2026 adjusted earnings per share outlook to $5.25 to $5.35 and expects to return over $900 million in capital in 2026 through share repurchases, dividends, and debt payments, including proceeds from the Lee business divestiture.
Michael Saylor Shows How Far Bitcoin Can Fall Before Strategy’s Debt Is At Risk
Michael Saylor's Strategy (MSTR) has launched a public Bitcoin Credit model to demonstrate how its substantial Bitcoin holdings cover its debt and preferred stock obligations. The model indicates strong coverage for its $6.71 billion in convertible debt, with even the weakest tranche having a Bitcoin floor of $2,456. While preferred stocks have lower coverage, the initiative aims to reassure investors amidst Bitcoin's struggle below $65,000 and MSTR's recent Bitcoin sales.
