ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks in the Spotlight This Week. On September 24, Morgan Stanley analyst Keith Weiss upgraded the stock from Equalweight to Overweight with a price target of $1,250.00 (from $1,040.00). The firm upgraded the enterprise software company, citing overblown risks. The analysts noted how ServiceNow has been performing well despite having a volatile backdrop. The company delivered about 20% subscription growth, strong margins, solid cash flow, and also continues to ...

The artificial intelligence wave has positioned Oracle as the key AI infrastructure development player. This apparent position overshadowed the company's poor earnings report for Q1 2026, which was released on September 9. The stock soared over 30% following the earnings due to the remaining performance obligation (RPO) increasing 359% to $455 billion. Here are the earnings highlights: Revenue $14.9 billion, up 12% in USD and up 11% in constant currency. Net income was $2.927 billion, slightly lower ...

As an eventful year in 2025 marches toward the final stretch, the broader economy has been hit with several headwinds, ranging from the geopolitical impacts of tariffs to a weakened labor market. Subsequently, many experts fear that the U.S. may soon face stagflation. But despite the myriad warning signs, one sector consistently fails to get the memo: technology.Since the start of the year, the benchmark Technology Select Sector index has gained roughly 20%. In contrast, the S&P 500 — which is no slouch — h ...

CarMax shares plummeted Wednesday after downbeat earnings news. Global banking giant HSBC (HSBC) said that it had conducted a successful bond trading trial using quantum computers from International Business Machines (IBM) to optimize market predictions. According to the financial firm, incorporating IBM's quantum computing resources resulted in a 34% improvement in predicting the likelihood that a trade would be executed at a particular price compared with using only classical computing techniques. IBM sha ...

Key Takeaways Jabil's fiscal Q4 revenues rose to $8.3B, beating estimates and growing from $6.96B last year.Intelligent Infrastructure sales jumped 62%, led by capital equipment and AI-driven demand.For fiscal Q1 2026, Jabil expects revenues to be $7.7-$8.3B and EPS of $2.47-$2.87.Jabil, Inc. (JBL) reported strong fourth-quarter fiscal 2025 results, with both bottom and top lines surpassing the Zacks Consensus Estimate. The company reported a top-line expansion year over year, owing to healthy traction in t ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  SAP faces a formal investigation from the European Commission over concerns the company’s provision of support and maintenance services for its ERP software might have affected market competition. The commission, the European Union’s executive branch, launched its investigation Wednesday.  SAP provides ERP software to businesses for managing finances, projects ...

格隆汇9月24日｜德国企业软件巨头SAP SE(SAP.US)涨超2%，报270.9美元。消息面上，SAP与OpenAI 宣布建立合作伙伴关系，计划在2026年推出"德国版OpenAI"，专门为德国公共部门提供AI技术服务。 这一合作将通过SAP子公司Delos Cloud在Microsoft Azure平台上运行，确保数据主权和安全合规。该项 目旨在帮助德国政府、行政部门和研究机构的数百万公共部门员工安全负责地使用AI技术，同时满足 严格的数据主权、安全和法律标准。(格隆汇) 来源：格隆汇APP ...

Oracle (NYSE:ORCL) is working to borrow $15B from the U.S. investment-grade bond market, according to Bloomberg. The enterprise software and cloud service provider is working with Bank of America (BAC), Citigroup (C), Deutsche Bank (DB ...

Accessibility StatementSkip Navigation GARLAND, Texas, Sept. 24, 2025 /PRNewswire/ -- Massimo Group (NASDAQ: MAMO), a manufacturer and distributor of powersports vehicles and boats, today announces the integration of Claude AI, developed by Anthropic, into its Oracle NetSuite enterprise resource planning (ERP) systems across all departments. This strategic initiative highlights Massimo's commitment to working with leading technology providers in artificial intelligence and enterprise software to drive effic ...

核心观点 - 尽管市场整体表现强劲 但部分知名股票较52周高点大幅下跌 华尔街分析师认为这些股票具备显著反弹潜力 预期涨幅均超过30% [1][2][5][6][9][10][11] - Intuitive Surgical在机器人辅助手术市场占据约60%份额 该市场预计到2034年规模增长两倍以上 [1] - 三家公司当前估值均低于历史平均水平 为潜在反弹提供支撑 [4][8][13] Intuitive Surgical (ISRG) 分析 - 股价从52周高点下跌28% 二季度财报后跌幅超过14% [1][2] - 华尔街共识目标价约596美元 隐含36%上涨空间 最新财报后分析师平均目标价为594美元 [3] - 远期市盈率51倍 低于过去三年平均58倍 [4] - 在机器人辅助手术市场占据主导地位 份额约60% 预计该市场到2034年增长两倍以上 [1] Atlassian (TEAM) 分析 - 股价较今年高点下跌约48% [6] - 公司过去12个月营收超过52亿美元 [6] - 市场共识目标价255美元 隐含51%上涨空间 最新财报后分析师平均目标价227美元 仍隐含34%上涨潜力 [7] - 远期市盈率40倍 远低于过去三年平均76倍 企业价值与销售额比率约7倍 低于过去三年平均105倍 [8] Sprouts Farmers Market (SFM) 分析 - 股价从历史高点下跌33% [9][11] - 过去三年累计回报率达332% 为消费必需品分销和零售行业中表现最佳的大型股 [10] - 市场共识目标价约174美元 隐含44%上涨空间 最新财报后分析师平均目标价180美元 隐含近50%上涨潜力 [12] - 远期市盈率约21倍 略低于过去三年平均22倍 [13] 行业与市场地位 - Intuitive Surgical被认定为全球最高质量的公司之一 在当前估值水平下具有显著投资吸引力 [14] - Sprouts Farmers Market在传统由少数巨头主导的 grocery 行业成功获得广泛市场认可 [11] - 三家公司均在其各自领域建立稳固市场地位 但当前股价均较历史高点出现显著回调 [1][6][11]