Brent Thill, software analyst at Jefferies, joins WSJ’s Take On the Week to discuss AI's threat to business software. He ...

Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

GitLab is evolving from a DevSecOps tool to a governance-focused orchestration platform, prioritizing secure, auditable software production. More on GTLB stock.

IBM's next-gen FlashSystem storage arrays combine agentic AI, hardware-native ransomware detection, and record capacity for enterprise storage.

The Java software Discourse Network Analyzer (DNA) is a qualitative content analysis tool with network export facilities. You import text files and annotate statements that persons or organizations ...

As software stocks are battered amid the artificial intelligence threat, UBS likes HubSpot, Microsoft, ServiceNow and ...

Palantir Technologies' stock has been a cult favorite among retail investors, but Wall Street analysts have been turned off by its high valuation. But now that shares have tumbled 25% since the ...

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt ...

The firm says there are ample opportunities to buy beaten-down, AI-resistant stocks at attractive valuations.

Analysts tracked by FactSet expect Palo Alto Networks to post $2.58 billion in revenue and 93 cents in adjusted earnings per share for the fiscal second quarter. Gallo noted that the company could see ...