http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 22 Jul 2026 10:30:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html <p>Wall Street analysts are entering today's earnings report with cautious optimism for one enterprise software company, pointing to a stable demand backdrop and a clearer setup after a quarter clouded by acquisition-related noise.</p><p>Software firm ServiceNow (NYSE: NOW) is set to report its second-quarter results on Wednesday after the market close. Morgan Stanley, which rates the stock Overweight with a $180 price target, sees "a reasonable setup" ahead of the print.</p><p>"With M&A related impacts accounted for and a stable demand backdrop – led by strength in core workflows and AI/new product adoption – we see a reasonable setup for Q2," analyst http://www.streetinsider.com/Hot+List+Pro/Analysts+see+a+%27reasonable+setup%27+for+this+software+stock+into+Q2+results/26799922.html Wed, 22 Jul 2026 10:30:00 -0400 ADBE CRM INTU NOW http://www.streetinsider.com/General+News/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html <p>Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Adobe</span></span> fell 3.8% in premarket trading Tuesday, while Salesforce and Intuit slid 2.9% and 4.3%, respectively. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Workday</span></span> shares also dipped 4.2%.</p><p>Analysts led by Adam Wood started Adobe at Underweight with a $240 price target, citing concerns that the company faces multiple transitions at once. Adobe’s shift toward freemium pricing, along with changes in its CEO and CFO, and a move toward heavier AI reinvestment, "elongate the http://www.streetinsider.com/General+News/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html Tue, 21 Jul 2026 07:28:25 -0400 ADBE CRM INTU http://www.streetinsider.com/General+News/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html <p>Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Adobe</span></span> fell 3.8% in premarket trading Tuesday, while Salesforce and Intuit slid 2.9% and 4.3%, respectively. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Workday</span></span> shares also dipped 4.2%.</p><p>Analysts led by Adam Wood started Adobe at Underweight with a $240 price target, citing concerns that the company faces multiple transitions at once. Adobe’s shift toward freemium pricing, along with changes in its CEO and CFO, and a move toward heavier AI reinvestment, "elongate the http://www.streetinsider.com/General+News/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html Tue, 21 Jul 2026 07:28:25 -0400 ADBE CRM INTU http://www.streetinsider.com/General+News/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html <p>Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Adobe</span></span> fell 3.8% in premarket trading Tuesday, while Salesforce and Intuit slid 2.9% and 4.3%, respectively. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Workday</span></span> shares also dipped 4.2%.</p><p>Analysts led by Adam Wood started Adobe at Underweight with a $240 price target, citing concerns that the company faces multiple transitions at once. Adobe’s shift toward freemium pricing, along with changes in its CEO and CFO, and a move toward heavier AI reinvestment, "elongate the http://www.streetinsider.com/General+News/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html Tue, 21 Jul 2026 07:28:25 -0400 ADBE CRM INTU http://www.streetinsider.com/Investing/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html <p>Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Adobe</span></span> fell 3.8% in premarket trading Tuesday, while Salesforce and Intuit slid 2.9% and 4.3%, respectively. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Workday</span></span> shares also dipped 4.2%.</p><p>Analysts led by Adam Wood started Adobe at Underweight with a $240 price target, citing concerns that the company faces multiple transitions at once. Adobe’s shift toward freemium pricing, along with changes in its CEO and CFO, and a move toward heavier AI reinvestment, "elongate the http://www.streetinsider.com/Investing/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html Tue, 21 Jul 2026 07:28:25 -0400 ADBE CRM INTU http://www.streetinsider.com/Investing/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html <p>Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Adobe</span></span> fell 3.8% in premarket trading Tuesday, while Salesforce and Intuit slid 2.9% and 4.3%, respectively. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Workday</span></span> shares also dipped 4.2%.</p><p>Analysts led by Adam Wood started Adobe at Underweight with a $240 price target, citing concerns that the company faces multiple transitions at once. Adobe’s shift toward freemium pricing, along with changes in its CEO and CFO, and a move toward heavier AI reinvestment, "elongate the http://www.streetinsider.com/Investing/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html Tue, 21 Jul 2026 07:28:25 -0400 ADBE CRM INTU http://www.streetinsider.com/Investing/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html <p>Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Adobe</span></span> fell 3.8% in premarket trading Tuesday, while Salesforce and Intuit slid 2.9% and 4.3%, respectively. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Workday</span></span> shares also dipped 4.2%.</p><p>Analysts led by Adam Wood started Adobe at Underweight with a $240 price target, citing concerns that the company faces multiple transitions at once. Adobe’s shift toward freemium pricing, along with changes in its CEO and CFO, and a move toward heavier AI reinvestment, "elongate the http://www.streetinsider.com/Investing/Adobe%2C+Salesforce+and+Intuit+fall+as+Morgan+Stanley+begins+cautious+coverage/26792142.html Tue, 21 Jul 2026 07:28:25 -0400 ADBE CRM INTU http://www.streetinsider.com/Downgrades/Morgan+Stanley+Downgrades+Adobe+%28ADBE%29+to+Underweight/26790956.html <p>Morgan Stanley analyst Adam Wood downgraded Adobe (NASDAQ: ADBE) from Equalweight to Underweight with a price target of $240.00 (from $365.00).</p><p>The analyst comments: “Since moving to EW last fall (See Adobe Inc.: Haunted by What We Don't Know; Downgrade to Equal-weight), our thesis on Adobe was not that the company lacked urgency or innovation, but that the translation of that innovation into durable ARR acceleration had become increasingly difficult to underwrite as pools of Creative Cloud ARR became more exposed to GenAI substitution risk (and the relative difficulty in sizing this exposure across the base with any conviction). At the http://www.streetinsider.com/Downgrades/Morgan+Stanley+Downgrades+Adobe+%28ADBE%29+to+Underweight/26790956.html Tue, 21 Jul 2026 02:09:01 -0400 ADBE http://www.streetinsider.com/Hot+Downgrades/Morgan+Stanley+Downgrades+Adobe+%28ADBE%29+to+Underweight/26790956.html <p>Morgan Stanley analyst Adam Wood downgraded Adobe (NASDAQ: ADBE) from Equalweight to Underweight with a price target of $240.00 (from $365.00).</p><p>The analyst comments: “Since moving to EW last fall (See Adobe Inc.: Haunted by What We Don't Know; Downgrade to Equal-weight), our thesis on Adobe was not that the company lacked urgency or innovation, but that the translation of that innovation into durable ARR acceleration had become increasingly difficult to underwrite as pools of Creative Cloud ARR became more exposed to GenAI substitution risk (and the relative difficulty in sizing this exposure across the base with any conviction). At the http://www.streetinsider.com/Hot+Downgrades/Morgan+Stanley+Downgrades+Adobe+%28ADBE%29+to+Underweight/26790956.html Tue, 21 Jul 2026 02:09:01 -0400 ADBE http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+Downgrades+Adobe+%28ADBE%29+to+Underweight/26790956.html <p>Morgan Stanley analyst Adam Wood downgraded Adobe (NASDAQ: ADBE) from Equalweight to Underweight with a price target of $240.00 (from $365.00).</p><p>The analyst comments: “Since moving to EW last fall (See Adobe Inc.: Haunted by What We Don't Know; Downgrade to Equal-weight), our thesis on Adobe was not that the company lacked urgency or innovation, but that the translation of that innovation into durable ARR acceleration had become increasingly difficult to underwrite as pools of Creative Cloud ARR became more exposed to GenAI substitution risk (and the relative difficulty in sizing this exposure across the base with any conviction). At the http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+Downgrades+Adobe+%28ADBE%29+to+Underweight/26790956.html Tue, 21 Jul 2026 02:09:01 -0400 ADBE http://www.streetinsider.com/New+Coverage/CLSA+Starts+Adobe+%28ADBE%29+at+Outperform+%282%29/26785955.html <p>CLSA analyst Bhavtosh Vajpayee initiates coverage on Adobe (NASDAQ: ADBE) with a Outperform (2) rating and a price target of $300.00.</p><p>The analyst comments: “Adobe tempts the contrarian in us. AI’s ability to create images has made Adobe an early marked victim of the new trend. Yet, the creative process is both long and convoluted, encapsulating copyright and layers of design steps, handovers, tweaks, formats and file types, fonts and colours. We suspect the narrative of AI disruption is overdone here, and metrics surprisingly support our hunch. Adobe has slowed, but all the slowing predates AI’s rise, and could merely have http://www.streetinsider.com/New+Coverage/CLSA+Starts+Adobe+%28ADBE%29+at+Outperform+%282%29/26785955.html Mon, 20 Jul 2026 02:40:54 -0400 ADBE http://www.streetinsider.com/Analyst+Comments/CLSA+Starts+Adobe+%28ADBE%29+at+Outperform+%282%29/26785955.html <p>CLSA analyst Bhavtosh Vajpayee initiates coverage on Adobe (NASDAQ: ADBE) with a Outperform (2) rating and a price target of $300.00.</p><p>The analyst comments: “Adobe tempts the contrarian in us. AI’s ability to create images has made Adobe an early marked victim of the new trend. Yet, the creative process is both long and convoluted, encapsulating copyright and layers of design steps, handovers, tweaks, formats and file types, fonts and colours. We suspect the narrative of AI disruption is overdone here, and metrics surprisingly support our hunch. Adobe has slowed, but all the slowing predates AI’s rise, and could merely have http://www.streetinsider.com/Analyst+Comments/CLSA+Starts+Adobe+%28ADBE%29+at+Outperform+%282%29/26785955.html Mon, 20 Jul 2026 02:40:54 -0400 ADBE http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Wadhwani+David/26784650.html si-local-file:///var/storage/secattach/20260717/26784650.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Wadhwani+David/26784650.html Fri, 17 Jul 2026 16:24:00 -0400 ADBE O.00063313 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Wadhwani+David/26784650.html si-local-file:///var/storage/secattach/20260717/26784650.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Wadhwani+David/26784650.html Fri, 17 Jul 2026 16:24:00 -0400 ADBE O.00063313 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Chen+Gloria/26784653.html si-local-file:///var/storage/secattach/20260717/26784653.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Chen+Gloria/26784653.html Fri, 17 Jul 2026 16:24:00 -0400 ADBE O.00063313 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Chen+Gloria/26784653.html si-local-file:///var/storage/secattach/20260717/26784653.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Chen+Gloria/26784653.html Fri, 17 Jul 2026 16:24:00 -0400 ADBE O.00063313 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Pentland+Adele+Louise/26784657.html si-local-file:///var/storage/secattach/20260717/26784657.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Pentland+Adele+Louise/26784657.html Fri, 17 Jul 2026 16:24:00 -0400 ADBE O.00063313 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Pentland+Adele+Louise/26784657.html si-local-file:///var/storage/secattach/20260717/26784657.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++ADOBE+INC.++++++++++++++++For%3A+Jul+15++Filed+by%3A+Pentland+Adele+Louise/26784657.html Fri, 17 Jul 2026 16:24:00 -0400 ADBE O.00063313