Software News & Analysis

Strong demand for the Quantum Force appliances, fueled by refresh cycles and new projects, drives CHKP’s Q1 sales higher.

Monday.com (MNDY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

ROKU launches a new device line-up, but with the device business still being under pressure, investors can consider holding the stock for now.

SAP’s finance chief, Dominik Asam, hopes tariffs are a “wake-up call” that can kick-start Europe into building more tech giants.

AI is transforming SaaS pricing from traditional per-seat licenses to usage-based, pay-as-you-go plans, driven by the rise of costly inference models.

Link to the recap: https://happybull.net/2025/04/23/ibm-ibm-software-shines-and-z17-looms-as-big-blue-navigates-shifting-tides/ Key Notes: During the Q1 2025 earnings call, management painted a picture of a company reaping the benefits of its strategi…

ServiceNow CEO Bill McDermott reveals how the company avoided the DOGE impact, with its US public sector business growing over 30% year-over-year.

ServiceNow reported Q1 earnings and revenue that topped consensus estimates while the software maker’s guidance came in above expectations.
The post ServiceNow Earnings, Revenue Top Wall Street Targets. Software Stock Climbs. appeared first on Investor…

Duolingo stock gapped higher after Morgan Stanley initiated coverage of the language-teaching software maker with a buy rating.
The post Duolingo Stock Surges On Fresh Buy Rating, Street-High Price Target appeared first on Investor's Business Daily.

Rockwell Automation (ROK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

PTC Inc. (PTC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Pros Holdings (PRO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

AI-generated code is no doubt changing how software is built, but it’s also introducing new security challenges. More than 50% of organizations encounter security issues with AI-produced code sometimes or frequently, according to a late 2023 survey by …

You don’t need to pay for exorbitant software subscriptions when a powerful new version of MS Office Professional Plus 2019 is so affordable.

SAP extended its lead as Europe’s most valuable company after the business-software company’s stock saw its best surge in six years.

Elena Kodama saved $150,000 in her 20s from software engineering. With this foundation and her side hustles, she’ll have over $1.5 million in her 60s.

The Zacks Internet-Software Industry is currently in the top 33% of almost 240 Zacks industries and has a plethora of stocks that have made their way onto the Zacks Rank #1 (Strong Buy) list.

Dynatrace (DT) closed the most recent trading day at $42.90, moving +1.73% from the previous trading session.

Pegasystems (PEGA) delivered earnings and revenue surprises of 232.61% and 33.61%, respectively, for the quarter ended March 2025. Do the numbers hold clues to what lies ahead for the stock?

Manhattan Associates (MANH) delivered earnings and revenue surprises of 16.67% and 2.29%, respectively, for the quarter ended March 2025. Do the numbers hold clues to what lies ahead for the stock?

Dave Anderson, a former technical director at Amazon, said a large part of individual performance is often tied to team fit.

Backed by a strong focus on product innovation and healthy AI traction across various sectors, IBM is expected to gain from the Software segment.

Atlassian (TEAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

CyberArk (CYBR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

As an AI engineer at Meta, Boris Valkov helped build PyTorch, one of the world’s largest machine learning libraries. During his time there, Valkov realized that artificial intelligence “was about to unlock capabilities…in the application layer in the s…

To accelerate its operations and innovations in Japan, Guidewire will invest $60 million over the next five years, supporting the growing needs of insurers.

Aidan Gomez, the co-founder and CEO of generative AI startup Cohere, has joined the board of EV maker Rivian, according to a regulatory filing. The appointment is the latest sign that Rivian sees promises in applying AI to its own venture while positio…

In the most recent trading session, Adobe Systems (ADBE) closed at $343.22, indicating a -1.6% shift from the previous trading day.

Calix (CALX) delivered earnings and revenue surprises of 46.15% and 6.37%, respectively, for the quarter ended March 2025. Do the numbers hold clues to what lies ahead for the stock?

The plaintiff alleges the e-commerce platform installed tracking software on his iPhone without his consent.

Amazon has delayed some commitments around new data center leases, Wells Fargo analysts said on Monday, the latest sign that economic concerns may be affecting tech companies’ spending plans. A week ago, a Microsoft executive said the software company …

Mobile-advertising software company Phunware Inc., which was thrust into the spotlight during the U.S. presidential election as a so-called Trump trade, is set to reap the benefits of its push into artificial intelligence, analysts say.

Two Wall Street analysts clashed on the outlook for Salesforce stock amid the software maker’s push into artificial intelligence products.
The post Analysts Clash On Salesforce Stock. Is AI The Answer Or The Problem? appeared first on Investor's B…

TTWO shares are riding on upcoming game releases, but challenges within the mobile segment suggest investors should hold the stock for now.

Software maker Palantir Technologies has won a new $30 million contract from the U.S. Immigration and Customs Enforcement, according to federal filings.
The post Palantir Wins Immigration Tracking Contract Amid Federal Agency Shake-Ups appeared first o…

AI is transforming SaaS, leaving companies caught between nimble startups and tech giants investing billions, according to AlixPartners.

A software engineer who was rejected from Meta, Amazon, and Yelp before landing a role at Microsoft reflects on what he wishes he’d known earlier.

If you want to become a software engineer in this tough market, it helps to have some inside guidance. Five industry experts shared their best tips.

A hallucinating customer support bot—and a viral backlash—shows how fast things can go wrong in the age of AI automation.

Some ChatGPT users have noticed a strange phenomenon recently: Occasionally, the chatbot refers to them by name as it reasons through problems. That wasn’t the default behavior previously, and several users claim ChatGPT is mentioning their names…