Filtered library · Theme
AI enterprise software theme · 20 dossiers
Dossiers in the AI enterprise software theme — 20 stocks moving on the same story.
CurrentWorked on 11 October 2026 · accelerating.
All 20 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers AMPL Amplitude, Inc. Medium Amplitude's shares hit a new 52-week closing high of $15.29 on 8 October 2026 on a raised outlook and 21% revenue growth. The third-quarter report, expected around 4 November 2026, settles the case by testing revenue against $105.6–108.0… FROG JFrog Ltd. Medium JFrog's 29% second-quarter revenue growth and raised $648M-$652M full-year guide keep its shares 6.5% under their 52-week closing high. The third-quarter report expected around 5 November 2026 decides whether JFrog raises that guide again… GTLB GitLab Inc. Medium GitLab's usage-based pricing for coding agents has to lift revenue above its $281–$283 million fiscal Q3 guidance, and the early-December report settles it. The shares closed at a 52-week high of $53.56 on 8 October 2026, above the $53.16… INTU Intuit Inc. Medium Intuit's QuickBooks became a launch connector inside Meta's Muse agent on 6 October 2026, easing the main fear that AI agents would take its customers. The fiscal Q1 report expected around 19 November 2026 shows whether new-customer growth… MSFT Microsoft Corporation Medium Microsoft's AI-platform case turns on Azure meeting its 44–45% constant-currency growth outlook in the fiscal Q1 FY27 report Microsoft confirmed for 28 October 2026. After a 33.9% three-month rise and an 8 October drop on OpenAI revenue… NOW ServiceNow, Inc. Medium ServiceNow's AI products passed $1 billion in annual contract value and second-quarter subscription revenue grew 24.5%; the confirmed 28 October 2026 third-quarter report shows whether growth holds near the guided 20.5% and margins reach… PLTR Palantir Technologies Inc. Medium Palantir Technologies' near-90% revenue growth and a 8 October 2026 Goldman Sachs upgrade have lifted the shares to $198.78, near their high; the third-quarter report, expected around 2 November, shows whether revenue meets the… PUBM PubMatic, Inc. Medium PubMatic's year-over-year ad revenue recovery, a new Sony connected-TV partnership and a favourable Google remedy ruling hold the shares near their high; the Q3 2026 report, expected 5 November to 9 November 2026, must show revenue at or… RNG Ringcentral, Inc. Medium RingCentral's shares have risen 86.7% in three months as investors price its cloud-communications business as an AI growth story; the 22 October 2026 third-quarter report decides whether revenue clears the $664–670 million guidance and… SHOP Shopify Inc. Medium Shopify is growing revenue above 30% a year and is the checkout layer for Meta's Muse shopping agent; its third-quarter 2026 report on 3 November 2026 shows whether low-thirties revenue growth and gross profit held up. SNOW Snowflake Inc. Medium Snowflake's AI-driven consumption growth, with product revenue up 37% in the 2 September 2026 report, has lifted the shares to $343.40, 3.7% under their $356.47 high despite $3.75 billion of new convertibles. The ~2 December 2026 Q3 report… TEAM Atlassian Corporation Medium Atlassian's cloud business, up 31% in the June quarter, and new OpenAI-powered agents have carried the shares to a 52-week high; the 5 November 2026 report shows whether cloud growth meets the guided ~28.5% on $1,705–1,715 million revenue. U Unity Software Inc. Medium Unity Software's advertising business is carrying its turnaround, and a 7 October 2026 Google AI game-creation partnership adds a second story. The Q3 2026 report, expected around 5 November 2026, settles it: Strategic Grow revenue must… ADBE Adobe Inc. Low Adobe keeps beating forecasts, yet AI-agent fears hold the shares 33% below their 52-week high; the mid-December fourth-quarter report tests whether recurring-revenue growth holds near the 10.2% target. CRM Salesforce, Inc. Low Salesforce has measurable AI-agent revenue, but the story is well known and the shares have slid to $227.80 since Dreamforce. The ~2 December 2026 third-quarter report decides whether organic growth reaccelerates beyond acquisitions. IBM International Business Machines Corporation Low IBM's move into software and enterprise AI has not lifted its shares since a second-quarter revenue miss and a guidance cut; the 21 October 2026 third-quarter report shows whether software growth steadies or the 4%-5% revenue outlook falls… TENB Tenable Holdings, Inc. Low Tenable's platform pivot shows in its reported mix, but guidance still caps 2026 revenue growth below 10%; the Q3 report, estimated for 4 November 2026, settles whether revenue clears the $273.0 million guidance ceiling. TWLO Twilio Inc. Low Twilio's rally on consumer AI agents stalled in its first S&P 500 session, closing at $280.41 on 6 October 2026; the Q3 2026 report, expected about 29 October 2026, shows whether organic growth beats the 11–12% guidance. FIVN Five9, Inc. Low Five9's AI revenue, up 78% in the second quarter, drives the case for the shares, but the $34.36 close on 2 October 2026 already matches the $34.33 consensus target. The third-quarter report, expected around 5 November 2026, decides… PAYC Paycom Software, Inc. Low Paycom Software's re-rating needs recurring-revenue growth and margins to beat its own 2026 guidance, and analysts are split after Bank of America's 29 September 2026 Underperform call. The Q3 report, estimated for about 4 November 2026,…