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) Tue, 25 Aug 2026 16:05:00 -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/Press+Releases/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html <p> NEW YORK--(BUSINESS WIRE)-- Zeta Global (NYSE: ZETA), the intelligent AI infrastructure company, today announced that it is scheduled to participate in the following investor conferences: </p><table cellspacing="0" class="bwwidth100 bwtablemarginb bwblockalignl"> <tr> <td class="bwwidth26 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Date</b> </p> </td> <td class="bwwidth73 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Conference</b> </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 8 </p> </td> <td class="bwwidth73 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> Goldman Sachs Communacopia + Technology Conference* </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 9 </p> </td> <td class="bwwidth73 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> Citi 2026 Global TMT Conference* </p> </td> </tr> </table><p> *Live webcast and replay of this presentation will be accessible on Zeta’s Investor Relations website at <a target="_blank" href="http://investors.zetaglobal.com">investors.zetaglobal.com</a> where it will remain available http://www.streetinsider.com/Press+Releases/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html Tue, 25 Aug 2026 16:05:00 -0400 O.50650388 ZETA http://www.streetinsider.com/Press+Releases/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html <p> NEW YORK--(BUSINESS WIRE)-- Zeta Global (NYSE: ZETA), the intelligent AI infrastructure company, today announced that it is scheduled to participate in the following investor conferences: </p><table cellspacing="0" class="bwwidth100 bwtablemarginb bwblockalignl"> <tr> <td class="bwwidth26 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Date</b> </p> </td> <td class="bwwidth73 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Conference</b> </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 8 </p> </td> <td class="bwwidth73 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> Goldman Sachs Communacopia + Technology Conference* </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 9 </p> </td> <td class="bwwidth73 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> Citi 2026 Global TMT Conference* </p> </td> </tr> </table><p> *Live webcast and replay of this presentation will be accessible on Zeta’s Investor Relations website at <a target="_blank" href="http://investors.zetaglobal.com">investors.zetaglobal.com</a> where it will remain available http://www.streetinsider.com/Press+Releases/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html Tue, 25 Aug 2026 16:05:00 -0400 O.50650388 ZETA http://www.streetinsider.com/Business+Wire/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html <p> NEW YORK--(BUSINESS WIRE)-- Zeta Global (NYSE: ZETA), the intelligent AI infrastructure company, today announced that it is scheduled to participate in the following investor conferences: </p><table cellspacing="0" class="bwwidth100 bwtablemarginb bwblockalignl"> <tr> <td class="bwwidth26 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Date</b> </p> </td> <td class="bwwidth73 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Conference</b> </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 8 </p> </td> <td class="bwwidth73 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> Goldman Sachs Communacopia + Technology Conference* </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 9 </p> </td> <td class="bwwidth73 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> Citi 2026 Global TMT Conference* </p> </td> </tr> </table><p> *Live webcast and replay of this presentation will be accessible on Zeta’s Investor Relations website at <a target="_blank" href="http://investors.zetaglobal.com">investors.zetaglobal.com</a> where it will remain available http://www.streetinsider.com/Business+Wire/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html Tue, 25 Aug 2026 16:05:00 -0400 O.50650388 ZETA http://www.streetinsider.com/Business+Wire/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html <p> NEW YORK--(BUSINESS WIRE)-- Zeta Global (NYSE: ZETA), the intelligent AI infrastructure company, today announced that it is scheduled to participate in the following investor conferences: </p><table cellspacing="0" class="bwwidth100 bwtablemarginb bwblockalignl"> <tr> <td class="bwwidth26 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Date</b> </p> </td> <td class="bwwidth73 bwsinglebottom bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> <b>Conference</b> </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 8 </p> </td> <td class="bwwidth73 bwpadl0 bwrowaltcolor1" rowspan="1" colspan="1"><p class="bwcellpmargin"> Goldman Sachs Communacopia + Technology Conference* </p> </td> </tr> <tr> <td class="bwwidth26 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> September 9 </p> </td> <td class="bwwidth73 bwpadl0" rowspan="1" colspan="1"><p class="bwcellpmargin"> Citi 2026 Global TMT Conference* </p> </td> </tr> </table><p> *Live webcast and replay of this presentation will be accessible on Zeta’s Investor Relations website at <a target="_blank" href="http://investors.zetaglobal.com">investors.zetaglobal.com</a> where it will remain available http://www.streetinsider.com/Business+Wire/Zeta+Global+to+Participate+in+Upcoming+Investor+Conferences/26974638.html Tue, 25 Aug 2026 16:05:00 -0400 O.50650388 ZETA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+LANDMAN+WILLIAM/26932614.html si-local-file:///var/storage/secattach/20260814/26932614.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+LANDMAN+WILLIAM/26932614.html Fri, 14 Aug 2026 17:07:00 -0400 O.50650388 ZETA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+LANDMAN+WILLIAM/26932614.html si-local-file:///var/storage/secattach/20260814/26932614.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+LANDMAN+WILLIAM/26932614.html Fri, 14 Aug 2026 17:07:00 -0400 O.50650388 ZETA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+Ravella+Satish/26932528.html si-local-file:///var/storage/secattach/20260814/26932528.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+Ravella+Satish/26932528.html Fri, 14 Aug 2026 17:04:00 -0400 O.50650388 ZETA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+Ravella+Satish/26932528.html si-local-file:///var/storage/secattach/20260814/26932528.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+12++Filed+by%3A+Ravella+Satish/26932528.html Fri, 14 Aug 2026 17:04:00 -0400 O.50650388 ZETA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+13++Filed+by%3A+ACI+Investment+Partners+XXVII%2C+LLC/26932428.html si-local-file:///var/storage/secattach/20260814/26932428.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+13++Filed+by%3A+ACI+Investment+Partners+XXVII%2C+LLC/26932428.html Fri, 14 Aug 2026 17:01:00 -0400 O.50650388 ZETA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+13++Filed+by%3A+ACI+Investment+Partners+XXVII%2C+LLC/26932428.html si-local-file:///var/storage/secattach/20260814/26932428.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Zeta+Global+Holdings++++++For%3A+Aug+13++Filed+by%3A+ACI+Investment+Partners+XXVII%2C+LLC/26932428.html Fri, 14 Aug 2026 17:01:00 -0400 O.50650388 ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA