Guidewire Software customers are signing longer contracts while RPO surged 63% y/y to $3.5B. Read why I keep my buy rating on ...

The software sector has been hit particularly hard over the last six months as investors reckon with the potential for ...

On April 9, 2026, Bentley Systems’ shares moved sharply following shifts in investor risk appetite as tensions between the U.S. and Iran eased, boosting confidence in growth-oriented technology names.

Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates ...

DENVER, March 3, 2026 /PRNewswire/ -- Bow River Capital's Software Growth Equity Team ("SGE") announced that it has closed on a majority investment transaction in HRSoft with Gryphon Investors, a blue ...

IBM Corp. delivered third-quarter financial results that surpassed Wall Street’s expectations and raised its guidance, citing tailwinds in artificial intelligence. However, investors were seemingly ...

The "Rule of 10" is a secular growth screen developed by Goldman Sachs to identify S&P 500 (SPY) (IVV) (VOO) companies with exceptionally consistent and high revenue growth To qualify for this screen, ...

Fortive (FTV) upgraded to Buy: recurring revenue, Fluke, and data center exposure boost earnings visibility. Click here to ...

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for ...