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Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Tyler Tech (TYL) Reiterated at Buy by Stifel - In-Line to Modest Upside to Estimates Expected

Wed, 14 Oct 2026 08:07:14 -0400

Stifel analyst Parker Lane reiterated a Buy rating and $400.00 price target on Tyler Tech (NYSE: TYL).

The analyst commented, "We expect Tyler to deliver an in-line to modest upside to 3Q estimates and maintain its 21.5-23.5% SaaS outlook for 2026, supported by prior bookings support and transaction-based deals flowing into the model.Heading into the print, the focus remains on the health of SaaS bookings, trajectory of cloud flips, potential for AI crosssell as the company brings more features to the platform through year-end, and the timeline for recent transaction-based software deals to benefit the top-line. On the last point, the

Tyler Technologies Schedules Third Quarter 2026 Earnings Conference Call and Webcast

Tue, 13 Oct 2026 09:17:00 -0400

PLANO, Texas--(BUSINESS WIRE)-- Tyler Technologies, Inc. (NYSE: TYL) will discuss its third quarter 2026 results during a conference call and webcast on Thursday, October 29, 2026. The teleconference begins at 8:30 a.m. ET and will be hosted by H. Lynn Moore Jr., president and CEO; and Brian K. Miller, executive vice president and CFO. The related press release will be issued after the market closes on Wednesday, October 28. Additionally, once the earnings results press release is published, the earnings call prepared remarks, quarterly earnings presentation, and supplemental information will be accessible at

Tyler Technologies Schedules Third Quarter 2026 Earnings Conference Call and Webcast

Tue, 13 Oct 2026 09:17:00 -0400

Wells Fargo cuts Adobe to Underweight, says AI survey shows budget share loss

Mon, 12 Oct 2026 08:45:46 -0400

Investing.com -- In a note on Monday, Wells Fargo downgraded Adobe to Underweight from Overweight and cut its price target to $225, citing results from its latest survey of chief information officers on AI spending.

Analyst Michael Turrin told investors that he “came away more cautious” on front office and creative software.

He gave four reasons for the downgrade. Third-quarter results suggest cracks are starting to show, and a steep fourth-quarter ramp looks difficult, requiring new annual recurring revenue to roughly double from the previous quarter.

He also sees risk to Adobe’s preliminary fiscal 2027 guidance given the lack

Wells Fargo cuts Adobe to Underweight, says AI survey shows budget share loss

Mon, 12 Oct 2026 08:45:46 -0400

Analyst Michael Turrin told investors that he “came away more cautious” on front office and creative software.

He also sees risk to Adobe’s preliminary fiscal 2027 guidance given the lack

Wells Fargo cuts Adobe to Underweight, says AI survey shows budget share loss

Mon, 12 Oct 2026 08:45:46 -0400

Analyst Michael Turrin told investors that he “came away more cautious” on front office and creative software.

He also sees risk to Adobe’s preliminary fiscal 2027 guidance given the lack

Wells Fargo cuts Adobe to Underweight, says AI survey shows budget share loss

Mon, 12 Oct 2026 08:45:46 -0400

Analyst Michael Turrin told investors that he “came away more cautious” on front office and creative software.

He also sees risk to Adobe’s preliminary fiscal 2027 guidance given the lack

Wells Fargo lifts Tyler Tech to Overweight, citing transitory headwinds; stock up

Mon, 12 Oct 2026 08:45:43 -0400

Investing.com -- Tyler Technologies Inc (NYSE:TYL) shares drifted 2.4% higher in premarket trading on Monday after Wells Fargo upgraded its stance on the software provider, pointing to a temporary nature of recent operational headwinds and highlighting a valuation that appears overly penalized by artificial intelligence disruption fears.

In a note to clients, Wells Fargo analyst Michael Turrin raised his rating on the public sector software company to Overweight from Equal Weight. The brokerage established a price target of $400.00 on the stock, signaling renewed confidence in its long-term financial trajectory.

The upgrade centers on the expectation

Wells Fargo lifts Tyler Tech to Overweight, citing transitory headwinds; stock up

Mon, 12 Oct 2026 08:45:43 -0400

The upgrade centers on the expectation

Wells Fargo Upgrades Tyler Tech (TYL) to Overweight

Mon, 12 Oct 2026 08:06:28 -0400

(Updated - October 12, 2026 8:06 AM EDT)

Wells Fargo analyst Michael Turrin upgraded Tyler Tech (NYSE: TYL) from Equal Weight to Overweight with a price target of $400.00.

The analyst comments "Upgrading TYL to Overweight (from Equal Weight): Key points to our upgrade incl: 1) 2025 bookings headwinds impacted 2026 revenue, but we see majority of headwinds as transitory & think 2027 presents room for reversion; 2) TYL shares are trading as though AI disrupted, though we see the name as more AI-resilient/insulated from broader market impacts; 3) valuation well below both historical norms & vertical software peers, presenting opportunity for

Wells Fargo Upgrades Tyler Tech (TYL) to Overweight

Mon, 12 Oct 2026 08:06:28 -0400

(Updated - October 12, 2026 8:06 AM EDT)

Wells Fargo analyst Michael Turrin upgraded Tyler Tech (NYSE: TYL) from Equal Weight to Overweight with a price target of $400.00.