A 22% plunge in Axon Enterprise's stock last week, compounding a 37% annual loss, puts its powerful institutional shareholder base in focus. With institutions controlling 83% of shares, further declines could trigger a wave of selling that risks amplifying the downturn for retail investors.
SoundHound AI is expanding its enterprise footprint with renewed and expanded partnerships in the restaurant sector, a major entry into European insurance, and deeper integration with top-tier global banks, signaling growing adoption of its conversational voice technology in critical industries.
Atlassian's multi-year partnership with the Williams Racing F1 team and Anthropic, deploying Claude AI for race strategy and operations, is more than a tech showcase—it's a strategic move to accelerate its enterprise cloud and AI narrative in a competitive market.
Following a sharp post-earnings sell-off, Axon Enterprise (AXON) faces questions about its premium valuation. Yet, management's long-term vision and the company's unique market position have some investors seeing a potential entry point.
Maplebear Inc., operating as Instacart, reported robust third-quarter results for 2025, showcasing resilient demand and improved margins. A recent bullish analysis highlights the company's strategic shift towards enterprise technology and disciplined financial management as key drivers for future growth, despite near-term headwinds in advertising.
Enterprise Products Partners (EPD) reported a new quarterly record for adjusted EBITDA in Q4 2025, driven by a slate of new projects. While navigating weaker commodity margins, the midstream giant highlighted robust export growth and strategic expansions, setting the stage for accelerated growth in 2027.
All eyes are on Insight Enterprises as it prepares to report Q4 earnings. After a disappointing prior quarter, analysts project flat revenue growth, setting the stage for a critical update on the company's trajectory in a competitive hardware and electronics landscape.
Werner Enterprises' strategic acquisition of FirstFleet significantly expands its dedicated trucking footprint, adding key grocery and packaging clients. The deal, expected to be immediately earnings-accretive, arrives as investors scrutinize the company's valuation and growth trajectory amid a challenging freight market.
Shares of Werner Enterprises (WERN) surged 6% following the announcement of its acquisition of FirstFleet, a move that significantly bolsters its dedicated transportation division and market position.
Adobe and Cognizant are expanding their strategic partnership to help major corporations integrate generative AI into content creation and customer experience workflows. The move targets regulated, high-growth industries grappling with soaring demand for personalized content, positioning Adobe's tools as enterprise-ready solutions amid investor scrutiny over its stock performance.
IBM intensifies its focus on the enterprise AI market with the launch of its governed deployment platform, a strategic collaboration with e& for regulated sectors, and the appointment of PepsiCo's Ramon Laguarta to its board of directors.
Enterprise Financial Services Corp. (EFSC) reported fourth-quarter revenue that surpassed analyst forecasts, driven by net interest income expansion and robust deposit growth. The regional bank's results were bolstered by recent branch acquisitions and disciplined pricing, though investors are now watching how it navigates potential rate cuts and credit quality.
SoundHound AI expands its real-world footprint with a nationwide rollout of voice AI at Five Guys and partners with Bridgepointe Technologies to target the enterprise market, signaling a dual-path growth strategy.
The Optimism Collective has unveiled OP Enterprise, a comprehensive blockchain infrastructure platform designed to give financial technology firms and institutions direct control over revenue and operations. The launch signals a pivotal shift towards institutional-grade Web3 solutions as regulatory clarity emerges.
Axon Enterprise stock fell sharply this week, caught in a sector-wide downturn for software stocks driven by AI disruption fears and valuation concerns, despite a lack of company-specific negative news.
Lumen Technologies pivots decisively toward the enterprise sector, achieving a pioneering AI management certification while divesting its remaining consumer fiber assets to AT&T, signaling a strategic consolidation around business and government services.
IBM appoints PepsiCo Chairman and CEO Ramon Laguarta to its board of directors, bringing global consumer goods and digital transformation expertise to guide the tech giant's strategic pivot.
IT solutions provider ePlus (NASDAQ:PLUS) posted a strong fourth quarter for CY2025, with revenue climbing 20.3% year-over-year to $614.8 million, beating market expectations. Non-GAAP earnings per share of $1.45 significantly outpaced analyst consensus.
Shares of industrial distributor DXP Enterprises (NASDAQ: DXPE) have surged over 39% in the past three months, closing recently at $139.98. This remarkable momentum has ignited a fresh debate among analysts and investors: Is the stock still undervalued, or has the market gotten ahead of itself? We examine the conflicting signals from different valuation models and the underlying business drivers.
Salesforce shares have tumbled over 40% in the past year, pushing its valuation to multi-year lows. As the enterprise software giant grapples with a shifting market, investors are debating whether the sell-off presents a rare entry point or signals deeper challenges ahead.
