#Enterprise Software

3개의 글

June 30, 2026

C3.ai Stock Outlook 2026: Enterprise AI Losses Meet a Symbolic Ticker

C3.ai (NYSE: AI) 2026 outlook covering enterprise AI software revenue, persistent GAAP losses and cash burn, Baker Hughes concentration risk, the shift from subscription to consumption pricing, generative AI pilots, plus a high-volatility playbook for US retail investors.

C3.ai AI Stocks US Stocks

May 26, 2026

WDAY Workday Stock Outlook 2026: From $257 to $124 — Is the Selloff Overdone?

Workday (WDAY) stock analysis 2026: price $124.02, P/E 38x, $9.85B revenue, $174 analyst target, 52% drawdown explained, AI HCM strategy, ServiceNow and Salesforce comparison, and whether the selloff creates an entry.

WDAY Workday SaaS

April 28, 2026

NOW Stock Outlook 2026: ServiceNow's GenAI Revenue Machine and the Valuation Question

ServiceNow 2026 analysis: Now Assist GenAI ARPU expansion, cRPO visibility, ITSM/HRSD/ITOM platform moat, valuation risk, and how US investors should think about holding NOW.

NOW ServiceNow SaaS