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SOFI Stock Got Hit With Price-Target Cuts After Q2 Earnings, But One Contrarian Says Market Is Missing Bigger Story

Microsoft (MSFT) Stock Rises 26% Post Q4 Earnings Report

German Firms Shift Microsoft Strategies from Cloud to AI

Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new …

Cognyte Software (NASDAQ:CGNT) Stock Crosses Above 200-Day Moving Average - Should You Sell?

Adyen lifts 2026 revenue outlook after strong first half

Aug 13 (Reuters) - Adyen, the Dutch ‌firm that ‌handles payments for ​Spotify and Microsoft, raised its annual revenue ‌growth ⁠forecast on Thursday as it ⁠continued to win ​more customers ​and ​invest in ‌its payments technology. Adyen now expects net revenue to grow between …

Softtech Engineers consolidated net profit rises 9.47% in the June 2026 quarter

Upland Software director Timothy Mattox sells $3,626 in shares

Upland Software director Timothy Mattox sold 847.40 shares of common stock for $3,626 on August 7, 2026, under a 10b5-1 trading plan. Despite the stock being down 73.7% over the past year, InvestingPro analysis suggests it is undervalued with a fair value of $6.59. …

Constellation Earnings: Higher-Than-Expected Acquisition Revenue Drives Solid Performance

How Investors Are Reacting To Paychex (PAYX) Integrating WISE Into Microsoft 365 Copilot And Teams

Paychex (PAYX) recently integrated its AI-powered WISE engine into Microsoft 365 Copilot and Teams, expanding its human capital management capabilities into widely used workplace tools. This move aims to enhance workforce insights and streamline decision-making for businesses, though the article suggests the integration primarily …

Unity Software Stock Rebounds as Revenue Hits $508M [2026]

Unity Software reported strong Q1 2026 results, with revenue reaching $508.2 million, a 16.8% increase year-over-year, signaling a recovery after its 2023 Runtime Fee crisis. The company's guidance for Q2 2026 indicates continued double-digit growth, reinforcing investor confidence. This rebound is attributed to improved …

Stran & Company Releases Q2 2026 Financial Results

Stran & Company (SWAG) reported diluted earnings of $0.02 per share for Q2 2026, a 33.3% decrease year-over-year, despite revenue growing 2.4% to $33.4 million, matching analyst estimates. The Stran segment was the primary driver of revenue growth, and the company maintains a positive …

Bjorn Reynolds Sells 15,420 Shares of Asure Software (NASDAQ:ASUR) Stock

Constellation Software Inc (CNSWF) (Q2 2026) Earnings Call Highlights: AI Boosts Productivity, ...

This article first appeared on GuruFocus. Revenue: No specific revenue figures were disclosed during the call. Earnings: No specific earnings figures were disclosed during the call. Margins: No specific margin figures were disclosed during the call. Cash Flow: No specific cash flow figures were …

S&P Global data integrated into Microsoft 365 Copilot

Microsoft has partnered with S&P Global to integrate S&P Global's AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows. This integration allows customers to use S&P Global intelligence for tasks like financial analysis and competitive benchmarking directly within Microsoft 365. The collaboration aims …

Guidewire Software (GWRE) director receives 578-share restricted stock unit grant

Guidewire Software (GWRE) director Karl Alexander Vollert received a grant of 578 restricted stock units on August 12, 2026. These units are scheduled to fully vest after one year from the grant date or the company's next annual meeting of stockholders, whichever comes first. …

Asure Software director Bjorn Reynolds sells $128,787 of ASUR stock

Asure Software director Bjorn Reynolds sold 15,420 shares of ASUR common stock for $128,787 on August 11, 2026. This transaction leaves him with 31,162 shares. The sale occurred while ASUR is trading below its InvestingPro Fair Value, despite analysts predicting profitability and two upward …

S&P downgrades Skillsoft rating on high leverage concerns

S&P Global Ratings downgraded Skillsoft Corp. to 'CCC+' from 'B-' due to high leverage and refinancing risks ahead of its 2028 debt maturity. The negative outlook reflects historical revenue declines and inconsistent free cash flow, with S&P expecting adjusted leverage to remain high despite …

Hurdle Rate Discipline Is a Core Strength of Constellation's Acquisition Strategy

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch

Among Alphabet, Amazon, Meta Platforms, and Microsoft, Microsoft appears to have the least upside potential over the next 12 months based on current analyst price targets. However, this outlook is skewed by a recent rapid surge in Microsoft's stock price following strong Q4 fiscal …

SoftTech Engineers Limited Reports Earnings Results for the First Quarter Ended June 30, 2026

Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

Fund Update: New $50.4B $MSFT stock position opened by JPMORGAN CHASE & CO

JPMORGAN CHASE & CO has opened a new $50.4 billion position in Microsoft (MSFT) stock, as revealed by a recent SEC 13F filing for the Q2 2026 report period. This move highlights significant institutional activity in MSFT, with 3,308 investors adding shares while 2,639 …

Private Markets Roundup: Alto Launches Private Deal Room; CAZ Teams with SoFi

Alto founder and CEO Eric Satz You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Nashville, Tenn.-based Alto, a marketplace and custodian connecting retirement capital with private market opportunities, has launched Alto Private Deal Room, a platform for RIAs …

35 defensive backs from 10 conferences and one independent make Thorpe list

The Oklahoma Sports Hall of Fame and Jim Thorpe Association have released the 2026 Paycom Jim Thorpe Award Preseason Watch List, featuring 35 top defensive backs from various conferences and one independent university. The award, honoring the best defensive back in college football, previously …

How Internal AI Efficiency Unlocks Guidewire Software’s (GWRE) Profitability?

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

Why Take-Two Interactive Software (TTWO) Stock Is Down Today

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

Microsoft Corporation Stock 12‑Month Price Target Cut to $562.69, Implies 12% Upside

Microsoft Corporation's average 12-month price target has been lowered to $562.69 from $568.49 by 52 analysts, representing a potential 12% upside from its Aug. 11 closing price. Despite the reduction, the consensus rating from 61 analysts remains a "Buy," with a strong majority recommending …

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet

Quick Read All 54 analysts covering MSFT rate it a Buy, with our $604 target implying 20% upside backed by $678B in locked commercial commitments. GOOGL trades at 15x earnings despite 82% cloud growth, and ORCL runs negative free cash flow, which together make …

Earnings call transcript: Constellation Software posts Q2 2026 profit beat

Check Point (CHKP) founder Gil Shwed reports 25.5% beneficial ownership stake

Gil Shwed, founder of Check Point Software Technologies Ltd. (CHKP), has reported a 25.5% beneficial ownership stake in the company as of June 30, 2026. This ownership includes 24,867,408 directly held ordinary shares and 1,682,500 shares underlying stock options exercisable within 60 days. Shwed …

Have Insiders Sold Microsoft Shares Recently?

Microsoft (NASDAQ:MSFT) insiders have recently sold shares, including a significant sale by Executive VP Judson Althoff for US$4.9m and another by President Bradford Smith for US$20m. While these sales reduced holdings, they occurred near the current share price, making them less concerning than sales …

S&P Global expands Microsoft 365 Copilot data integration

S&P Global has announced an expanded collaboration with Microsoft to integrate its data and analytics into Microsoft 365 Copilot workflows. This integration will allow customers to access S&P Global intelligence, including company research and financial analysis, directly within Microsoft tools through the company’s AI …

J.P. Morgan Initiates Take-Two Interactive Software(TTWO.US) With Buy Rating, Announces Target Price $310

J.P. Morgan has initiated coverage on Take-Two Interactive Software (TTWO.US) with a "Buy" rating. The firm has set a price target of $310 for the video game publisher. This rating suggests J.P. Morgan's positive outlook on the company's stock performance.