industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Software - Application sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone52.9Neutral is 50
Constructive but selective
55/100 narrative breadth
72/100 evidence confidence
663 qualified equities from 1031 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Constructive participation reaches 55/100 across qualified company reads.
Evidence confidence is 72/100 across 663 qualified equities.
Direct company coverage supplies 100% of the measured article set.
Positive one-week price responses appear across 64% of measured equities.
Conditions that limit conviction
No material evidence constraint is currently dominant.
Narrative Breadth
How widely tone is shared
55Breadth
Constructive7511.3%
Balanced57787.0%
Cautious111.7%
Score Distribution
Shape of the company tape
1Strong caution
10Cautious
577Balanced
71Constructive
4Strongly constructive
Evidence Quality
Reliability of the read
72/100 group confidence
High confidence375
Usable evidence107
Developing181
10532 relevant story observations across 4926 publisher signals. 100% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 180 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Strongest tone
🇧🇷 Brazil56.619 equities · 67/100 confidence🇺🇸 United States54.2197 equities · 82/100 confidence🇨🇦 Canada53.714 equities · 71/100 confidence🇩🇪 Germany52.917 equities · 68/100 confidence🇲🇽 Mexico52.727 equities · 72/100 confidence🇦🇹 Austria52.323 equities · 67/100 confidence🇮🇳 India52.234 equities · 73/100 confidence🇫🇷 France51.99 equities · 58/100 confidenceWeakest tone
🇳🇿 New Zealand48.35 equities · 65/100 confidence🇮🇱 Israel50.06 equities · 55/100 confidence🇫🇮 Finland50.67 equities · 54/100 confidence🇨🇳 China50.665 equities · 55/100 confidence🇸🇪 Sweden50.712 equities · 59/100 confidence🇭🇰 Hong Kong51.433 equities · 59/100 confidence🇦🇺 Australia51.442 equities · 73/100 confidence🇬🇧 United Kingdom51.538 equities · 67/100 confidence12 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Technology52.9663 equities · 72/100 confidenceWeakest tone
Technology52.9663 equities · 72/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesBanks - Diversified55.775/100 confidence · 123 equitiesCapital Markets52.466/100 confidence · 465 equitiesEntertainment52.465/100 confidence · 303 equitiesSoftware - Application52.463/100 confidence · 1031 equitiesConsulting Services52.462/100 confidence · 112 equitiesEducation & Training Services52.460/100 confidence · 202 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update44567.1% of equities · tone 52.0
Earnings18928.5% of equities · tone 55.1
Capital return91.4% of equities · tone 55.7
Deals and strategy81.2% of equities · tone 51.5
Guidance50.8% of equities · tone 52.2
Analyst action40.6% of equities · tone 55.1
Regulatory and legal30.5% of equities · tone 37.6
Publisher Lens
Where the latest observations came from
TradingView16725.2% of equities · tone 51.0
MarketBeat598.9% of equities · tone 53.9
simplywall.st507.5% of equities · tone 53.3
TradingKey436.5% of equities · tone 52.4
Market source253.8% of equities · tone 53.3
TipRanks233.5% of equities · tone 55.0
marketscreener.com223.3% of equities · tone 51.8
scanx.trade213.2% of equities · tone 49.7
Positioning Lens
What deserves attention
Score rank#62among 157 measured industries
Parent spread+0.1versus Technology
Cross-company dispersion4.3higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
D1DG3470
Datadog, Inc.
Positive news being faded · -12.2% 1W
Earnings · 78/100 confidence · 9 direct storiesFROG66
Jfrog Ltd
News confirmed by price · +12.2% 1W
Earnings · 90/100 confidence · 36 direct storiesADBE3466
Adobe Inc.
News confirmed by price · +6.4% 1W
Earnings · 63/100 confidence · 4 direct storiesMTRK66
MotorK plc
News confirmed by price · +4.9% 1W
Earnings · 36/100 confidence · 3 direct storiesDT65
Dynatrace Holdings LLC
News confirmed by price · +10.5% 1W
Earnings · 89/100 confidence · 43 direct storiesSAP65
SAP SE ADR
News confirmed by price · +12.3% 1W
Earnings · 87/100 confidence · 23 direct storiesIDCC64
InterDigital Inc
News confirmed by price · +13.0% 1W
Earnings · 90/100 confidence · 25 direct storiesU64
Unity Software Inc
News confirmed by price · +35.6% 1W
Earnings · 89/100 confidence · 41 direct storiesCautious laggards
BZAI30
Blaize Holdings, Inc.
Bad news being absorbed · +39.2% 1W
Regulatory and legal · 90/100 confidence · 25 direct stories167537
AsiaInfo Technologies Limited
Bad news being absorbed · +1.4% 1W
Earnings · 57/100 confidence · 4 direct storiesINTU39
Intuit Inc
Bad news being absorbed · +2.9% 1W
Market update · 90/100 confidence · 30 direct storiesGTM40
ZoomInfo Technologies Inc.
Price moving ahead of tone · +13.0% 1W
Market update · 75/100 confidence · 47 direct storiesINTU3440
Intuit Inc.
Bad news being absorbed · +3.2% 1W
Regulatory and legal · 75/100 confidence · 10 direct stories00055540
Digital China Information Service Group Company Ltd.
Caution confirmed by price · -2.2% 1W
Market update · 52/100 confidence · 3 direct storiesFTFT41
Future Fintech Group Inc
Caution confirmed by price · -23.0% 1W
Market update · 85/100 confidence · 26 direct storiesDOCU41
DocuSign, Inc.
Bad news being absorbed · +8.4% 1W
Earnings · 68/100 confidence · 5 direct storiesAttention leaders
HIT52
Health In Tech, Inc. Class A Common Stock
Price moving ahead of tone · +4.7% 1W
Market update · 75/100 confidence · 60 direct storiesCHYM51
Chime Financial, Inc. Class A Common Stock
Price moving ahead of tone · +11.1% 1W
Market update · 75/100 confidence · 60 direct storiesSVCO53
Silvaco Group, Inc. Common Stock
Balanced read · -2.3% 1W
Market update · 75/100 confidence · 60 direct storiesMITK56
Mitek Systems Inc
Balanced read · -1.0% 1W
Market update · 75/100 confidence · 60 direct storiesPCOR58
Procore Technologies Inc
Price moving ahead of tone · -6.8% 1W
Market update · 75/100 confidence · 60 direct storiesLSPD55
Lightspeed Commerce Inc
Balanced read · +2.0% 1W
Market update · 75/100 confidence · 60 direct storiesDUOL53
Duolingo Inc
Price moving ahead of tone · +10.3% 1W
Market update · 75/100 confidence · 60 direct storiesCXM49
Sprinklr Inc
Price moving ahead of tone · +11.8% 1W
Market update · 75/100 confidence · 60 direct storiesLatest Evidence Ledger
Recent company-level observations
LPSN47
LivePerson (NASDAQ: LPSN) wins ISS and Glass Lewis support for SoundHound merger
Stock Titan · Deals and strategy · Price moving ahead of tone
75/100 confidence · 100% direct evidenceSPT53
Sprout Social (NASDAQ:SPT) Upgraded at Zacks Research
MarketBeat · Earnings · Price moving ahead of tone
88/100 confidence · 100% direct evidenceADBE59
Handelsbanken Fonder AB Sells 27,167 Shares of Adobe Inc. $ADBE
MarketBeat · Earnings · News confirmed by price
74/100 confidence · 100% direct evidencePTRN57
Wasatch Advisors LP Purchases 692,735 Shares of Pattern Group Inc. $PTRN
MarketBeat · Earnings · Price moving ahead of tone
85/100 confidence · 100% direct evidenceKC51
Kingsoft Cloud (KC) Projected to Post Quarterly Earnings on Wednesday
MarketBeat · Market update · Price moving ahead of tone
87/100 confidence · 100% direct evidenceUBER56
Canvas Wealth Advisors LLC Buys 39,082 Shares of Uber Technologies, Inc. $UBER
MarketBeat · Market update · Price moving ahead of tone
63/100 confidence · 100% direct evidenceADSK59
Stocks Settle Lower Ahead of Wednesday’s CPI Report
nasdaq.com · Earnings · News confirmed by price
91/100 confidence · 100% direct evidenceGRND59
Grindr Inc. (GRND) holder G. Raymond Zage reports 54.9% beneficial stake after buyback-driven share drop
Stock Titan · Earnings · Positive news being faded
87/100 confidence · 100% direct evidence68809550
Constellation Software Inc. (CSU.TO) Stock Price, News, Quote & History
Market source · Market update · Balanced read
54/100 confidence · 100% direct evidenceCRM48
Salesforce Stock Ready To Explode? 🔥 | $350 Price Target Breakdown (CRM Stock Analysis 2025) Azan Awais (x8NMNLJ0Kz)
Mshale · Analyst action · Balanced read
49/100 confidence · 100% direct evidenceCDNS54
Cadence Design Systems, Inc. (CDNS) Stock Price, News, Quote & History
Yahoo! Finance Canada · Market update · Price moving ahead of tone
84/100 confidence · 100% direct evidenceADBE56
The Wreckage And The Cash Register At ADBE
Trefis · Market update · Price moving ahead of tone
66/100 confidence · 100% direct evidenceFROG66
JFrog (NASDAQ:FROG) CEO Ben Haim Shlomi Sells 15,000 Shares
MarketBeat · Earnings · News confirmed by price
90/100 confidence · 100% direct evidenceC1DN3448
5 Insightful Analyst Questions From Inspire Medical Systems’s Q2 Earnings Call
StockStory · Market update · Balanced read
52/100 confidence · 100% direct evidenceDDOG59
Datadog shares fall nearly 4% as cautious growth guidance follows major AI client contract renewal
Traders Union · Guidance · Positive news being faded
73/100 confidence · 100% direct evidenceASAN53
Atlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setup
finance.yahoo.com · Earnings · Price moving ahead of tone
75/100 confidence · 100% direct evidenceTONX59
Ton Strategy outlines $4M-$5M annual OpEx reduction with majority of savings expected in Q4
seekingalpha.com · Earnings · Balanced read
85/100 confidence · 100% direct evidenceSAP65
Tecan Group AG (TCHBF) (H1 2026) Earnings Call Highlights: Strategic Progress and Market ...
finance.yahoo.com · Earnings · News confirmed by price
87/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.