Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index’s 13.8% return. Artificial intelligence is a key factor […]

With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 48.1% over the past six months, outpacing the S&P 500’s 13.1% rise.

Earlier this month, Guidewire Software launched its Qusar release, introducing an Agentic Framework that lets insurers build, deploy, and manage AI agents across policy, claims, billing, and development workflows on Guidewire Cloud Platform. By combining insurance-specific AI agents with tools that can accelerate coding and data work, Qusar positions Guidewire as a deeper workflow partner embedded in insurers’ day-to-day operations. Next, we’ll examine how Qusar’s Agentic Framework for...

Guidewire Software (GWRE) is back in focus after its Qusar release introduced the Agentic Framework, a suite of AI tools that automate key insurance workflows and aim to speed up complex operational decisions. See our latest analysis for Guidewire Software. The recent Qusar release and earnings expectations appear to have shifted sentiment around Guidewire Software, with a 30 day share price return of 29.78% and a 90 day share price return of 40.33%. Even so, the stock’s year to date share...

AudioEye (AEYE) delivered earnings and revenue surprises of +4.55% and +0.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Verisk pairs strong recurring revenues and cash flow with premium valuation, rising debt costs and expense pressures that warrant investor selectivity.

VRSK's AI push gains traction as XactAI adoption surges, Core Lines Reimagine expands and subscriptions strengthen recurring revenue.

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 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Sale executed under a pre-scheduled trading plan adopted in October 2025, reducing his direct stake by less than 1%.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]

Guidewire Software (NYSE:GWRE) has appointed Dr. Alexander Vollert to its Board of Directors to support AI and digital transformation initiatives. Germania Mutual Insurance has deployed Guidewire's ProNavigator AI assistant in its underwriting and claims workflows. Guidewire Software, a core systems and cloud provider for property and casualty insurers, is moving further into embedded AI with these developments. The appointment of Dr. Alexander Vollert, known for AI focused work in...

Autodesk initiated, Norwegian Cruise downgrade: Wall Street's top analyst calls

Over the past six months, Guidewire Software’s stock price fell to $143.50. Shareholders have lost 8.5% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This may have investors wondering how to approach the situation.

Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. With interest payments less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.

This sale was executed under a pre-established Rule 10b5-1 trading plan, reducing his direct holdings by 0.61%.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.