Filtered library · Theme
AI enterprise software theme · 117 dossiers
Dossiers in the AI enterprise software theme cluster — 117 names moving on shared catalysts.
All dossiers OKTA Okta, Inc. fresh MEDIUM Identity-security re-rating in its second, sell-side-led leg; the upgrade wave is still building nearly two months post-print — Wells Fargo lifted its target to $150 from $100 on 2026-07-20, collapsing the low-end dispersion. Cyber theme… HNGE Hinge Health, Inc. fresh LOW Digital-MSK profitability re-rate broke out in May and was pushed into open price discovery by the 2026-06-09 mid-quarter raise (Q2 to $200–202M, +45%; FY26 to $818–824M). But nine sell-side target hikes in two weeks plus accelerating… HPE Hewlett Packard Enterprise Company fresh LOW The one green close failed: 2026-08-24 closed $52.43, undercutting the 08-20 low close of $52.89 and marking seven of eight sessions lower off the 2026-08-13 high of $59.82, with no dated HPE news since 2026-08-19. The 2026-09-02 Q3 print… SNX TD SYNNEX Corporation fresh LOW Second-order AI re-rating still unconfirmed by company data, and the tape has now taken it back: the 2026-08-24 close of $243.65 leaves a three-month price change of +1.7% with RSI(14) at 27.3. The 11-analyst panel has not revised since… TXG 10x Genomics, Inc. fresh LOW First lower close of the run: 2026-08-24 at $63.80, 2.0% under the 2026-08-21 record close of $65.12, with price still above every published target (high mark Stephens $65, 08-12; 16-analyst average $49.54). No company item since the 08-06… PLTR Palantir Technologies Inc. fresh LOW The 2026-08-21 breakout close of $179.94 did not hold: 2026-08-24 closed $175.89 (-2.25%), back inside the $171.04–$179.01 August range, with RSI(14) down to 60.9 from 79.0. No company input until roughly 2026-11-02, so the ~08-25 FINRA… SNOW Snowflake Inc. fresh HIGH The June digestion resolved upward, not downward — SNOW cleared the ~$244 June high and printed a fresh 52-week high at $284.99 before settling at $268.90 (2026-07-17). Q1 FY27 product revenue re-accelerated to +34% and the street is still… QCOM QUALCOMM Incorporated fresh LOW The data-center re-rating already failed: QCOM spiked to a 52-week high of $259.92 on the ~2026-06-24 Investor Day $15B-by-2029 guide, then gave back ~34% in 17 sessions to $171.78 as Hold downgrades and Apple modem-attrition math… PANW Palo Alto Networks, Inc. HIGH AI-security spend narrative accelerating with third-party confirmation: IBM missed Q2 ($17.2B vs $17.86B) on 2026-07-14 and blamed budget migration into Cybersecurity — PANW +6.4%, CRWD +10%, BUG +6% same session. New ATH close $357.53… ADBE Adobe Inc. MEDIUM Deep-value AI-disruption leg in legacy software, now with an external validator: the 2026-08-13 Silver Lake–Workday take-private report put a sponsor price on marked-down per-seat SaaS. ADBE closed 2026-08-14 at $264.02, 28.2% off the… AKAM Akamai Technologies, Inc. MEDIUM Legacy-CDN-to-AI-inference pivot got its first external validation since the failed July bounce: Q2 CIS +39% to $99M with >$2.8B YTD contract bookings (2026-08-06), then J.P. Morgan off Underweight to Neutral, PT $158 (2026-08-13). Price… AMPL Amplitude, Inc. MEDIUM Post-print re-rate extending: 2026-08-21 close $13.29 is 0.1% under the 52-week high after a 98.4% three-month move, with Morgan Stanley to $16 (2026-08-13) and BofA to $14 (2026-08-20) lifting the ceiling above the $13 post-earnings… BABA Alibaba Group Holding Limited MEDIUM Cloud/AI re-rating leg picked up an Apple attachment — Reuters reported 2026-08-14 that Apple trained a China-specific LLM with Alibaba's support — Price faded the other way, $128.41 on 08-07 to $123.81 on 08-14, 34.0% under the 52-week… BILL BILL Holdings, Inc. MEDIUM Self-help re-rate cleared its binary on 2026-08-19: Q4 core revenue +16%, 23% non-GAAP operating margin, FY2027 EPS guided $3.56–$3.79 vs $3.35 consensus — and the stock still fell 2.97% the next day, closing $47.82 on 2026-08-21 under all… CCC CCC Intelligent Solutions Holdings Inc. MEDIUM Cheap, high-margin insurtech SaaS put in play: a Morgan Stanley-run sale process plus a fresh Elliott activist stake. Shares popped ~13% to ~$6 on the 2026-07-09 Reuters report yet still sit below a plausible PE take-out. The trade is… CERT Certara, Inc. MEDIUM Guidance held rather than got cut again: the 2026-08-04 Q2 print reaffirmed FY26 revenue $367-382M and adj EPS $0.31-0.36 despite a revenue miss, and the $6.87 premarket gap round-tripped to an $8.43 close on 08-21. The leg is self-help —… CRM Salesforce, Inc. MEDIUM De-rated Dow software incumbent on two dated legs: the $1.6B VA agentic ELA (2026-07-24) and Reuters' 2026-08-13 report of Silver Lake–Workday take-private talks, which put a private-market floor under mega-cap SaaS. Six target revisions… DFIN Donnelley Financial Solutions, Inc. MEDIUM Mix-shift leg intact and untested since the 2026-07-30 Q2 print — software 44.3% of net sales, record 36.7% adjusted EBITDA margin — with no company headline in the three weeks since. Shares closed $48.23 on 2026-08-21, 15.3% under the… EVER EverQuote, Inc. MEDIUM The 2026-08-03 Q2 print resolved the plateau binary bullish: revenue $195.1M (+25% YoY) broke the three-quarter ~$190M band, adjusted EBITDA hit a record $30.1M, and Q3 was guided $198–208M above the $201.6M consensus. The leg is now… EXLS ExlService Holdings, Inc. MEDIUM Refinancing overhang cleared 2026-08-18 — a new up-to-$1.0B facility ($400M term loan, revolver to $600M, 2031 maturity) replaced the Citibank agreement that had $381.2M sitting in the current column — and EXLS broke its mid-$34s shelf to… FROG JFrog Ltd. MEDIUM Software-supply-chain-security plus AI-agent "trust layer" narrative keeps re-rating: the analyst cluster now leads price above $100 (UBS Buy $110 Jul 2, Truist Buy $105 Jul 9), confirming the continuation tell flagged in June.… FSLY Fastly, Inc. MEDIUM The Q2 margin inflection finally got paid, five sessions late: shares moved ~21% on 2026-08-10 to $27.69 intraday, the highest since early 2024. Three insiders then disposed at $28.60–$30.00 on 2026-08-18 and the 2026-08-21 close was… GEN Gen Digital Inc. MEDIUM Post-print leg holding on an empty calendar: Q1 FY27 (2026-08-06) beat and lifted FY27 to $5.375-5.475B, the 2026-08-17 ex-div session probed $27.41 and was reclaimed to $28.93 by 2026-08-21, and the $32.11 consensus has not moved since… GRND Grindr Inc. MEDIUM Q2 (2026-08-06) resolved the binary bullishly — revenue $138.1M +33% vs $132.4M consensus, FY guide to ~$540M/~$232M EBITDA, three PT raises 2026-08-07 — yet price faded from the ~$18 area on 2026-08-03 to a $16.01 close on 2026-08-14.… HIMX Himax Technologies, Inc. MEDIUM Q2 beat and an above-consensus Q3 guide (2026-08-06) plus Baird's $43 target (2026-08-07) failed to hold a price — $13.79 close on 2026-08-21, under the $14.61 post-print close, 42.0% below the $23.79 high. WiseEye's first commercial… MAX MediaAlpha, Inc. MEDIUM Q2 (2026-07-29) beat and the Q3 guide cleared consensus, yet price has drifted from $13.79 on the print to $12.94 on 2026-08-21, 9.3% under the $14.27 high. Two post-print target raises (RBC $15 on 08-05, Canaccord $17 on 08-12) against no… MGNI Magnite, Inc. MEDIUM Q2 (2026-08-05) resolved the binary upward — CTV contribution ex-TAC $97.1M, +36% YoY, above the $90–92M guide; FY26 growth raised to 13–14% and eight target raises followed on 2026-08-06/07. The CTV/commerce-media compounding leg is… NAVN Navan, Inc. MEDIUM The wait-for-base setup flagged in July resolved upward: NAVN reclaimed the $25 IPO price and cleared the $28.22 post-IPO high, closing $29.25 on 2026-08-14 with RSI(14) at 78.5. Margin inflection on +34% Q1 growth is now confirmed by TD… NET Cloudflare, Inc. MEDIUM Q2 (2026-08-06) put a number on the agent-traffic toll thesis: revenue $696.1M +36% YoY vs a $664–665M guide, net retention 120% (+6pts), FY26 guide up to $2.864–2.870B — and six target raises to $346–400 followed. Narrative now maturing:… NIQ NIQ Global Intelligence plc MEDIUM Beat-and-raise on 2026-08-10 flipped the frame: Q2 adjusted EBITDA margin 23.3% (vs 21.0% in Q1), FY26 adjusted EPS guided up to $1.08–1.12, net leverage 3.1x from 3.4x. The post-LBO deleveraging re-rate is now running, but +119.6% over… OMDA Omada Health, Inc. MEDIUM Post-print re-rating has stalled into a two-week range — $23.89 on 2026-08-21 versus the $26.78 52-week high — after Q2 (2026-08-06) beat at $87.8M revenue (+43%) and lifted the FY guide to $334–340M. The 2026-09-10 first-ever Investor Day… PCOR Procore Technologies, Inc. fresh MEDIUM Post-2026-07-29 re-rating (Q2 double beat, first GAAP operating profit, FY27 25% margin target, $845M DroneDeploy deal) has extended to $63.49 on 2026-08-21 with no new information behind it — no press release since 2026-08-06, no rating… PCTY Paylocity Holding Corporation MEDIUM Post-print re-rating leg: the 2026-08-04 Q4 FY26 beat ($1.84 adj. EPS vs $1.61 est.) triggered five price-target raises in 48 hours and a $150.42 close on 2026-08-07, +35.5% over three months. The buy is multiple recovery in mid-cap HCM… PD PagerDuty, Inc. MEDIUM The read has flipped from value trap to ownership story. Price reclaimed the 200-DMA (~$10.30 on 2026-07-17, +13% in three weeks), Truist lifted its PT to $11 on 2026-07-09, and the 2026-07-14 addition of Alex Shootman — who sold Workfront… PRGS Progress Software Corporation MEDIUM Disciplined software roll-up ("Total Growth Strategy") re-rated by a fresh catalyst cluster: Q2 beat + FY guide raise (2026-06-30) and the $400M Domo buy (2026-07-22). Special-situations theme active, but a maturing low-beta compounder —… PUBM PubMatic, Inc. MEDIUM Ad-tech SSP growth inflection re-rated as an AI story: Q2 2026 revenue $78.593M (+11% YoY) beat a $68.875M consensus and the Q3 guide of $75–77M cleared $71.092M consensus. Two weeks on, the 2026-08-07 gap has held — the 2026-08-21 close… QTWO Q2 Holdings Inc MEDIUM Post-print re-rate has stalled into consolidation: the 2026-07-29 beat-and-raise (FY26 $881–886M, 28.6% adj. EBITDA margin, +$350M buyback) still stands, but no analyst action since 2026-07-31, RSI decay from 70.4 to 55.6, and two officer… RPD Rapid7, Inc. MEDIUM Q2 (2026-08-10) flipped RPD from a pure take-private probe to a cost-out re-rating: ARR still -2.0% YoY at $824M, but EPS beat $0.44 vs $0.35, a 12% headcount cut targets 20% Q4 operating margin, and FY26 EPS guide went to $1.78-1.83.… SPSC SPS Commerce, Inc. MEDIUM De-rating-repair leg: Q2 (2026-07-30) beat on adjusted EPS $1.27 vs $1.09 with EBITDA +19% on 6% revenue growth, while the FY26 revenue band was cut on the 2026-06-30 3P divestiture. Price reclaimed the ~$70 200-day, but the fresh Morgan… TBLA Taboola.com Ltd. MEDIUM Legacy open-web ad network repricing as a toll booth on AI answer surfaces: the 2026-06-16 DeeperDive ad-network launch (35% take rate, open to third-party LLMs/agents) plus the 2026-07-01 Wikitree win drove a breakout to 52-week highs… TEAM Atlassian Corporation MEDIUM The "agentic AI kills seat-based software" de-rating just reversed: Q4 FY26 (2026-08-06) put cloud +31% and $6,606M subscription ARR behind the Rovo/MCP agent story, and the stock gapped 30%+ on 2026-08-07 to close $149.07. The… TWLO Twilio Inc. MEDIUM Legacy CPaaS repricing as voice/agentic-AI engagement infrastructure; sell-side re-clustered higher into the print — Cowen $245, Mizuho $240, Citizens $250 (2026-07-17/20) — but the 2026-07-30 Q2 report is now the binary deciding whether… U Unity Software Inc. MEDIUM Legacy pivot has now printed: Q2 (2026-08-06) Grow revenue $329.0M +63% YoY, Vector past $1B ARR two quarters early, GAAP breakeven pulled into Q3 2026, four Hold-to-Buy upgrades on 2026-08-07. But the 2026-08-14 close of $46.25 sits… WIX Wix.com Ltd. fresh MEDIUM Base44 margin inversion is the live leg and the market is now paying up for it: after the 2026-08-04 beat ($563.1M, +15%; adj EPS $1.39 vs $1.16) and the ~60% 2H gross-margin guide, price ran from the 2026-08-07 close of $60.20 to $66.14… ZETA Zeta Global Holdings Corp. fresh MEDIUM Palantir Foundry re-platforming now has a management clock — phase one guided complete within 30–40 days of the 2026-07-06 Citi event, landing on the ~2026-08-04 Q2 print. Price reclaimed the $21 shelf that capped the June recovery (+14%… ABCL AbCellera Biologics Inc. LOW Binary resolved positive: ABCL635 Phase 2 hit both primaries on 2026-08-10 (placebo-adjusted −5.3 hot flashes/day, p<0.001), and the stock re-rated to a 52-week-high $11.38 close on 2026-08-14 at RSI 97.4. The company priced $200M of… ACN Accenture PLC LOW Post-crash re-rating leg has extended — $176.89 on 2026-08-14 vs the $118.15 June low — helped by a time-boxed $7.5B buyback and an $821M Pentagon War Data Platform award on 07-28. But RSI(14) is 73.1, the close sits within ~1% of the… ADSK Autodesk, Inc. LOW Legacy CAD franchise trying to re-rate on an asset-operations pivot: the $3.6B MaintainX deal closed 2026-08-03, yet the 2026-08-14 close of $251.66 is still 23.0% under the $326.79 high. Two desks picked up coverage in three weeks —… AGYS Agilysys, Inc. LOW Hospitality vertical-SaaS recovery has re-accelerated into its print: AGYS ran ~+18% to $108.98 (2026-07-10) off the June ~$92 base, clearing the two lowest analyst targets ($100/$110) ahead of a confirmed 2026-07-27 Q1 FY2027 binary that… AMP Ameriprise Financial, Inc. LOW Wealth-platform operating leverage still delivering — Q2 (2026-07-23) adjusted operating EPS $11.07 +22%, ROE 55%, record $1.81T AUM/AUA — but the August leg is pure multiple expansion: no disclosure since 07-23, new 52-week high… APPN Appian Corporation fresh LOW Second-order agentic-AI re-rating has extended past the print without new numbers: after the 2026-08-06 beat and FY26 raise to $845–853M, price ran from a $30.41 pre-print close to $38.30 on 2026-08-21 with RSI(14) 81.5. DA Davidson's… BB BlackBerry Limited LOW Q1 FY27 gave the pivot real numbers (QNX $72.3M vs the $60-64M guide, FY27 raised to $594-621M), but the parabola broke: after a $13.59 high the stock fell ~37% to ~$8.54 on a meme unwind plus insider selling. Narrative maturing, price… BKNG Booking Holdings Inc. LOW Capital-return compounder re-rated on the 2026-08-04 Q2 print (adj EPS $2.54, +15%, on +8% revenue and $3.7B repurchased), but the sell-side reset ended with Argus at $245 on 2026-08-10 and price has stalled — $212.06 on 2026-08-14, RSI… BLKB Blackbaud, Inc. LOW Buyback-driven re-rating extended rather than stalled: $47.52 on 2026-08-21 versus $45.45 on 2026-08-11, with RSI(14) cooling from 80.1 (2026-08-07) to 62.8 while price rose. Price now sits within ~2% of the $48.50 consensus average… BWIN The Baldwin Insurance Group, Inc. LOW Take-private premium is bleeding while sell-side chases it higher: price slipped to $27.25 (2026-07-17) from $28.41 (2026-07-02) even as KBW went to $31 and JPM to $30. Nothing is signed, and the 2026-07-30 Q2 print (guide $485–490M,… CDW CDW Corporation LOW Second-order AI-server reseller whose ~37% recovery off the $97 low has stalled: a mid-July push to $144 round-tripped to $133 by 2026-07-17, right in the fairway of the ~$145 consensus target. The re-rate (JPM, MS $170, Citi $145) is… CRTO Criteo S.A. LOW Takeover-premium leg is dead and the tape kept going: the 2026-07-06 Vista/Quinti gap is fully filled, no party has confirmed anything in 46 days, and the 2026-08-05 guide cut re-based FY26 contribution ex-TAC to $1.034–1.058B from… CSCO Cisco Systems, Inc. LOW Legacy-networker AI re-rate intact and now at its binary: the $118–120 shelf held through July, price closed $121.43 on 2026-08-07 with RSI(14) at 78.4, and five sell-side target raises landed 07-22 → 08-06 (Citi $112→$139) ahead of the Q4… CTSH Cognizant Technology Solutions Corporation LOW Legacy IT-services franchise being re-underwritten as an enterprise-AI deployment partner; the leg still works — $61.87 on 2026-08-21, up 18.0% over three months — but the sell-side revision wave ended 2026-07-30, price now sits ~3% under… DDOG Datadog, Inc. LOW June's sell-side upgrade wave has exhausted and the first cut printed — Bernstein to Market Perform (PT $226, 2026-07-06) as the stock rolled over. AI-observability narrative intact but maturing; the $278.71 parabola round-tripped and the… DJT Trump Media & Technology Group Corp. LOW Fusion pivot is the leg: the 2025-12-18 all-stock TAE Technologies merger (>$6B, ~50/50 fully diluted) is what's actually being bought, while the crypto-treasury leg was terminated 2026-08-07. The S-4 was still unfiled as of 2026-08-05,… DOCN DigitalOcean Holdings, Inc. LOW The $117 condition from the 2026-08-08 note broke: the 2026-08-21 weekly close is $115.64, under the $117.54 July placement price, with the 200-day at $113.47 just below. DOCU DocuSign, Inc. LOW Legacy e-signature base re-wrapped as AI agreement management: IAM went 10.8%→12.6% of ARR in a quarter and is guided to ~18% by 2027-01-31, while total growth is still guided to decelerate to ~8%. The 2026-09-03 Q2 print is now confirmed… DXC DXC Technology Company LOW Legacy IT-services decliner re-rated on an AI-centric pivot, now digesting: the partnership headline run stopped 2026-08-06, Paul Taylor's presidency took effect 2026-08-10, and price went flat ($10.84 on 08-07 to $10.80 on 08-21) while… EFOR Everforth, Inc. LOW Legacy IT-services base re-rating on an AI-delivery pivot. Since the 2026-07-30 print-day +16.3%, the move has digested rather than reversed: RSI(14) unwound from 94.5 (2026-08-07) to 66.9 at the 2026-08-21 close of $32.70 with price flat.… ESTC Elastic N.V. fresh LOW AI-retrieval-layer narrative accelerating: Q4 FY26 total RPO $1.98B grew 28% YoY against revenue +16%, and the 2026-07-30 OpenAI partnership re-rated the name 56.8% in three months. The 2026-08-27 Q1 FY27 print is the binary — company… EVC Entravision Communication LOW Smadex AI-DSP re-rate broke to a new 52-week high of $13.48 with no dated company news since 2026-07-12 — an anticipatory leg into the 2026-08-10 Q2 print, the binary on whether Q1's +204% ATS growth and ~22% EBIT margin held.… EXFY Expensify, Inc. LOW Legacy expense-SaaS pivot re-rated on the 2026-08-06 Q2 print: revenue $33.9M beat $33.688M, paid-member decline halved to -2% YoY, FY26 FCF guide doubled to $12M-$14M, ~7% of shares retired, and New Expensify ARR from net-new customers… EXTR Extreme Networks, Inc. LOW Legacy campus-networking name re-rating ~+140% off Feb lows on the Platform ONE / Agent ONE AI-NetOps story plus SaaS ARR +29% YoY; theme still accelerating but spot ($33.71, 07-10) has run through consensus PT $29.06 into the June bull… FIG Figma, Inc. LOW Design incumbent re-rated as an AI winner (BofA Buy, $30 PT, 7/7) rather than an AI casualty, yet the stock churns below its 100/200-day moving averages with heavy short interest into its first public earnings print on 8/5 — that print,… FIVN Five9, Inc. LOW Legacy-CCaaS AI pivot staged a sharp V-recovery: +29% off the $19.70 June swing low to $25.42, reclaiming the broken $22 shelf on a 2026-06-23 next-gen Voice AI Agents launch and an AI-first leadership overhaul. Now pressing the $26.26… G Genpact Limited LOW Agentic-operations pivot keeps compounding in the segment data — ATS +24.1% to $363M, FY guide lifted to at least 25% on 2026-08-06 — while the 73% legacy book grew 1.9% and caps consolidated growth near 7%. The 10-Q filed 2026-08-07… GRPN Groupon, Inc. LOW The prior $20 break condition registered on the 2026-08-21 weekly close of $19.59, the second shelf lost in eight sessions after $22 went on 2026-08-14. RSI(14) at 4.6 with the reported short base UP to 13.73M shares — it built into the… GTM ZoomInfo Technologies Inc LOW Legacy B2B data business trying to re-price as the data layer under AI go-to-market agents. The 2026-08-05 post-print gap is intact but unextended — $3.97 on 2026-08-21, RSI(14) cooled 76.9→58.9 — and the 2026-08-11 Microsoft Copilot MCP… GTN Gray Media, Inc. LOW August's double catalyst — FCC 2-1 repeal of the 39% ownership cap (2026-08-06) and a Q2 beat-and-raise (2026-08-07) — has stopped extending: the 2026-08-21 close of $4.94 lost the $5.00 handle and sits 18.7% under the $6.07 52-week high.… GWRE Guidewire Software, Inc. LOW The August breakout extended to $189.19 on 2026-08-21 (RSI 76.2, +34.9% over three months), with Oppenheimer lifting its target to $200 on 2026-08-17 — but price now sits ~6% under the ~$201 consensus and above two of the five most recent… HIMS Hims & Hers Health, Inc. LOW GLP-1 reaccel gets marked to market on 2026-08-10: guide $680-700M (+25-28%) vs Q1's +4%, street at $698.9M. Since the last note the FTC/CA/UT sued (2026-07-29, N.D. Cal.), BofA cut $37 to $30, and Amazon ($50/mo Medicare GLP-1,… HUBS Hubspot, Inc. LOW Agentic-monetization leg still broken since the 2026-08-05 print (7,000 net adds vs 9,000–10,000 guided; Q3 guided +14%), but price has retraced from the 2026-08-07 close of $210.45 to $240.01 on 2026-08-21 with zero new company data —… INOD Innodata Inc. LOW AI training-data pure-play with a still-accelerating fundamental story (Q1 rev +54%, 40%+ FY26 guide reaffirmed 06-17) but a fully broken chart: ~-51% from the June $125.14 ATH to ~$61, with the CEO filing a fresh 200k-share sale on 07-16… INTA Intapp, Inc. LOW Agentic-AI attach on a compliance-locked professional-firm base, now with a number: Q4 FY26 (2026-08-04) put AI bookings above 20% of net new, and the 2026-08-13 10-K disclosed $833.0M RPO. But the 2026-08-21 close of $41.35 is 25% above… IQ iQIYI, Inc. LOW Long-form streaming growth is broken in the reported numbers (Q1 2026 revenue -13% YoY, operating income to a RMB228.4m loss), so what is left is the micro-drama/overseas pivot — newly branded as Undercurrent Theater in early August 2026 —… IT Gartner, Inc. LOW Post-derate re-rating still working on price but the information flow has stopped: since the 2026-08-04 gap (+23.7%) the only new data is BMO cutting its target to $206 on 2026-08-18 and three insider sales at $184–$191. The 2026-08-21… KARO Karooooo Ltd. LOW Record-subscriber-adds narrative intact but fully priced: KARO closed $63.96 on 2026-08-21, 3.0% under the $65.91 high and at the ~$63 six-analyst average, while founder-CEO Calisto kept selling — six disclosed dates 2026-08-10 to… KFRC Kforce Inc. LOW Cyclical staffing recovery is fully printed — Q1 returned to YoY growth, Q2 guided +~4% — but price ran ~24% in three weeks to a fresh all-time high near $58.6, ~38% above the $42.33 consensus PT, into the confirmed 2026-07-27 Q2 print. A… KVYO Klaviyo, Inc. LOW Aug 5 binary resolved: Q2 revenue $370.576M (+26%) beat $362.110M and FY26 guide rose to $1.526–1.534B, yet shares fell 13.3% to $16.73 on 2026-08-06 before recovering to $18.49. The growth-compounder narrative is broken — deceleration to… MANH Manhattan Associates, Inc. LOW Cloud-conversion re-rating has closed its discount to the 52-week high on no fresh news: the 2026-08-21 close of $214.56 is 2.2% under the $219.33 high with RSI(14) at 80.2, while the last dated company item is 2026-08-04 and the last… MDB MongoDB, Inc. LOW Atlas re-acceleration (+29.4% YoY, record $117M seq add; Q1 FY27, 2026-05-28) is intact, but the +18.5% post-print breakout fully round-tripped from $444.72 to a $294.10 close as the AI-software theme sold on margin-timing fear. Sell-side… MNTN MNTN, Inc. LOW Post-IPO CTV adtech re-rating on a profitability crossover: Q2 (2026-08-04) delivered $82.5M revenue +21% YoY, 80% gross margin, $6.7M GAAP net income vs a $26.2M loss, and a $100M buyback. Shares +53.9% in three months into a 91.4 RSI… NABL N-able, Inc. LOW The cyber-pivot re-rating leg was withdrawn by the company's own 2026-08-10 guidance and nothing since has put it back: ARR fell sequentially to $544.5M, FY26 revenue cut to $539–542M, FY26 ARR to $562–565M. The bounce to $3.63… NOK Nokia Corporation LOW AI-networking legacy re-rate extending on a harder catalyst leg — first commercial AI-RAN platform with Nvidia (07-15) plus Taiwan Mobile, Orange Belgium and NestAI defense wins. Theme accelerating, but the 2026-07-23 pre-open Q2 print is… NSIT Insight Enterprises, Inc. LOW Genuine VAR margin-mix turnaround (Q1 GM +240bps, cloud GP +35%) but a derivative AI tag: hardware GP guided flat, sales +1%. Range-bound $102–123 since the early-June rejection; ~$110 already sits above the ~$103 street target with a… OOMA Ooma, Inc. LOW Legacy residential VoIP re-rating into an SMB cloud-comms roll-up, now pinned 0.5% under the $22.14 52-week high going into the 2026-08-26 Q2 FY2027 print — the first quarter testing whether the December 2025 acquired base retains at the… OTEX Open Text Corporation LOW FY27 is guided as a reinvestment year under a CEO seated 2026-04-20: revenue $5.135–5.185B versus FY26's $5.246B, adjusted EBITDA margin 32–33% versus 36.3%. The 10%-of-float buyback opened 2026-08-12; the shares closed $24.66 on… PATH UiPath, Inc. LOW RPA vendor left for dead, re-cast as the orchestration layer for enterprise AI agents: first GAAP operating profit ($28M, Q1 FY27 reported 2026-05-28) plus the 2026-08-19 Maestro Flow launch drove +50% in three months to a $16.39 close,… PAY Paymentus Holdings, Inc. LOW Beaten-down bill-pay compounder: Q1 2026 revenue +30.2% YoY yet shares carved a $20.11 June 52-week low on margin-mix fear. Now ~40% off that low into a binary ~Aug-4 Q2 print — the read is a recovering base, not a chase. PAYC Paycom Software, Inc. LOW Operating-leverage re-rating on a de-rated HCM name is still working, but the fuel is two weeks stale: since the 2026-08-06/07 target raises the shares added 6.6% to $229.07 (2026-08-21) on no new company datapoint, RSI(14) 83.7, 1.1%… PDFS PDF Solutions, Inc. LOW Yield-analytics software re-rated on a real margin step — operating margin ~18%→25%, Platform revenue +36% YoY (Q1 reported 2026-05-07) — but the ~+280% run peaked at $69.05 on 2026-07-02 and flushed 11.5% intraday; the name is now… PTRN Pattern Group Inc. Series A LOW Squeeze leg is dead: the 2026-08-05 beat-and-raise (revenue $876.8M, +47% YoY, record 129% NRR, FY26 guide up to $3.42–3.46B) and target raises to $29–30 left the stock at $21.44 on 2026-08-14, below its post-print after-hours level.… QLYS Qualys, Inc. LOW The AI-vulnerability-surface reframe got its numbers: Q2 (2026-08-04) revenue $182.2M +11% YoY beat the guide, FY2026 raised to $732–738M, stock +14% after hours, eight targets lifted 2026-08-05. Confirmation is now in the price — the… RAMP LiveRamp Holdings, Inc. LOW Shareholder gate cleared 2026-08-17: 51,578,202 shares voted to adopt versus 60,073 against, leaving CFIUS, HSR and non-US clearances as the only unconfirmed conditions on Publicis' $38.50 cash offer. The 2026-08-21 close of $37.58 sits… RBLX Roblox Corporation LOW Broken growth compounder: the age-verification rollout throttled DAUs and forced FY26 bookings guidance down to +8-12%; stock is -66% from its $150 high and below the 200-day. The 2026-07-30 Q2 print is the binary — it needs a DAU… RNG Ringcentral, Inc. LOW The late-July fade framing has been overrun: RNG ran from the post-print low-$40s to a $67.78 52-week high on 2026-08-13, closing $64.49 (08-14), +57.7% in three months. The leg is a legacy UCaaS name re-labelled on AI mix (~13% of ARR,… S SentinelOne, Inc. LOW Agentic-security re-rate has cooled into its print: price $23.11 (2026-08-14) → $21.19 (2026-08-21), RSI 83.3 → 56.3, while seven target raises landed 08-17 to 08-21 and consensus caught spot at $21.52. The 2026-08-27 Q2 FY2027 print is… SABR Sabre Corporation LOW June's +20% deleveraging bounce has fully round-tripped: $1.99 (6/26) back to $1.73 (7/17), now under the 50-day near $1.79 after failing exactly at the $1.99 consensus PT. Balance sheet is fixed, narrative is not accelerating, and a… SAIL SailPoint, Inc. LOW Agentic-identity story intact and the post-earnings flush is basing: SAIL clawed from a $13.33 low (6/22) back to $15.68 (7/17), a higher low off the $10.30 bottom. Growth decelerated (ARR +26% vs +30%) and guidance was only affirmed, so… SAP SAP SE LOW Post-Q2 repair leg: SAP rallied ~6% on 2026-07-24 and ~7% on 2026-07-27 despite a reported headline EPS miss, because current cloud backlog hit €22.9bn (+27%) and management guided FY26 constant-currency growth near 2025's 10.6% with… SFIX Stitch Fix, Inc. LOW Turnaround intact on the income statement, inert on the tape: closes of $3.58 (2026-07-24) and $3.59 (2026-08-14) bracket three flat weeks on the $3.50 shelf, and the 2026-08-10 Form 144 shows a retiring officer selling ~70,000 sh weekly… SMWB Similarweb Ltd. fresh LOW Post-print repricing has stalled: the 2026-08-12 guidance raise and ~$60M of AI-licensing contract value are in the price, and Form 4 filings dated 2026-08-17 show the CEO selling 709,597 shares (~$6.25M) into it on 08-13/14. The $10.40… SPT Sprout Social, Inc LOW Margin-inflection re-rate on an 11%-growth social SaaS: the 2026-08-06 Q2 print lifted FY2026 non-GAAP EPS guidance to $1.11–1.15 from $0.88–0.97 while the revenue range barely moved, and three targets were raised inside a week. Shares are… TENB Tenable Holdings, Inc. LOW Q2 (2026-07-29) confirmed the AI-platform leg — revenue $268.5M +8.6%, Tenable One 50% of new business vs 41% in Q1, FY26 raised to $1.075–1.081B — but the sell-side cut into the beat (five PT cuts, Piper downgrade to $30) and a disclosed… VERI Veritone, Inc. LOW Enterprise-AI growth story broken: FY2026 revenue guide cut ~23% at the midpoint to $100–115M on 2026-08-13 vs $135.032M consensus, ARR flat at $62.0M. What is left is a refinancing binary — $45.6M of 1.75% converts mature 2026-11-15… WDAY Workday, Inc. LOW The 2026-08-27 Q2 FY27 print — cRPO against a guided 13.5–14.5% band — is the binary that lands first. WEAV Weave Communications, Inc. LOW Beaten-down vertical-SaaS front-office platform for healthcare SMBs, down ~36% YTD and basing off the $4.24 low, repositioning around AI-receptionist monetization (TrueLark, 2025). Still a ~17% grower with GAAP losses, so the re-rate is… WK Workiva Inc. LOW Earnings-power re-rate: Q2 on 2026-08-04 hit a 16.8% non-GAAP operating margin — the 2027 target, a year early — and lifted the FY26 adjusted EPS guide from $2.85–2.95 to $3.38–3.39 on a revenue guide that barely moved. Activist Irenic's… WPP WPP PLC LOW Post-relegation turnaround leg is now being re-rated by the sell side rather than by news: Citigroup lifted its target GBX 285→430 on 2026-08-10 while staying Neutral, and the 2026-08-06 results gap has held with the 2026-08-21 close at… YEXT Yext, Inc. LOW Legacy presence-management vendor repositioning into answer-engine optimization; the recovery extended to $6.35 (2026-08-21), up 72.6% in three months with RSI(14) 69.6, on no operating datapoint newer than the 2026-06-02 Q1 print. On… ZBRA Zebra Technologies Corporation LOW The post-print re-rating has stopped extending: after the 2026-08-04 guidance raise (adj EPS $6.35 vs $4.36; FY26 EPS to $20.75–$21.25) the shares topped at $383.06 and closed 2026-08-21 at $368.51 with RSI(14) 76.4, two open-market…