Software & Services

MongoDB’s earnings on March 2: analysts split on its outlook—BMO cuts the target, UBS & Sanford lift it, and investors eye a projected $1.47 EPS and cloud‑native growth prospects.

CoreWeave faces a securities‑fraud lawsuit and market pressure, yet CEO Nguyen touts $1.2 B CapEx to expand AI‑optimized data centers and capture rising demand – investors must weigh backlog risks, regulatory hurdles, and capital strategy.

Autodesk’s Q4 beats estimates, powered by AI‑driven design and a sales overhaul, boosting revenue and margins and sparking a “Buy” upgrade with a 20% upside.

Okta’s resilient identity‑management platform remains a top pick, despite lowered price targets, as analysts weigh AI disruption and regulatory demand.

Strong Q2 earnings boost Zscaler’s revenue and margin, but a sharp market correction forces analysts to lower price targets amid growing cybersecurity competition and valuation concerns.

Nut​anix’s investor surge and AMD partnership signal AI‑edge growth, but analyst‑cut price targets caution on margin risks—can the tech pivot boost long‑term earnings?

Dassault Systèmes shares slip as investors weigh AI’s impact on legacy software models and the future of design tech.

Investors eye CrowdStrike’s March earnings as AI‑driven security, competitive pressure and regulatory scrutiny test its solid growth, margins and cash cushion.

Nemetschek SE boosts AECO growth with Graphisoft partner expansion and new Indian leadership, aiming to drive AI‑powered BIM and cloud solutions ahead of FY 2026.

Salesforce’s Q4 earnings reveal a powerful data‑management acquisition and industry‑specific AI agents, plus a new Agentic Work Unit metric that quantifies AI ROI, positioning the cloud leader for competitive advantage in a subscription‑driven SaaS …