Shares of software companies are trading higher after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may limit threats to software vendors.

Piper Sandler Maintains Overweight on Amplitude, Raises Price Target to $18

Piper Sandler analyst Billy Fitzsimmons maintains Amplitude (NASDAQ:AMPL) with a Overweight and raises the price target from $13 to $18.

Full Transcript: Amplitude Q2 2026 Earnings Call

Amplitude (NASDAQ:AMPL) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. Benzinga APIs provide real-time access to earnings call transcripts and

Salesforce To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Thursday

Wall Street analysts made mixed price-target changes for LYFT, AMRX, JBHT, CRM, APPF, FLNC and CRWD.

Keybanc Maintains Overweight on AppFolio, Raises Price Target to $280

Keybanc analyst Jason Celino maintains AppFolio (NASDAQ:APPF) with a Overweight and raises the price target from $255 to $280.

Shares of enterprise software companies are trading higher amid sympathy with Accenture after that company reported better-than-expected Q4 financial results and issued FY27 sales guidance above estimates.

AI Automation Market to Reach USD 2,041.82 Billion by 2035, Expanding at 31.62% CAGR as Enterprises Accelerate Intelligent Automation

The global AI Automation Market is projected to grow from USD 131.19 billion in 2025 to USD 2,041.82 billion by 2035, with a CAGR of 31.62%. North America leads with 32.70% market share, while Asia Pacific shows the fastest growth at 33.07% CAGR. Cloud deployment dominates with 71% share, and intelligent process automation leads automation types. Large enterprises currently control 67% of the market, though SMEs are growing fastest. Key drivers include enterprise AI adoption, generative AI integration, and cloud-based solutions.