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(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from Bloomberg Singapore Hands Byju's Founder His First Ever Jail Term Iran’s Khamenei Says No Going Back for Middle East Rocked by War Ex-President Biden Sues to Stop DOJ Sharing Interview Tapes Two More Oil Supertankers Exit Hormuz to Help Push Up Flows ‘KPop Demon Hunters’ Studio Draws Tencent Music Investment Salesforce is up 8% since hitting a three-year low on April 10, but the stock still has lost 32% this year. It’s badly underperforming the iShares Expanded Tech-Software Sector exchange-traded fund, which has jumped 25% since hitting its own recent low on April 10 and is down 12% this year. And both are being trounced by the technology-heavy Nasdaq 100 Index’s 19% rise in 2026, largely powered by high-flying chipmakers. Salesforce shares dipped 0.1% on Wednesday afternoon. “It has gone through a very painful period, but there’s a stickiness and staple-like nature to the business that people have underestimated, even though revenue is still growing at a decent pace,” said Brian Kersmanc, portfolio manager at GQG Partners, which owns Salesforce shares. “Now that we’ve had this big washout, I think we’re going to start seeing the merits shine through.” Software stocks are getting some life as encouraging corporate earnings reports indicate that AI may not end up devastating growth like investors had assumed, and in some cases it could be a potential tailwind. That, coupled with valuations that fell to rock-bottom levels, has Wall Street thinking that the industrywide weakness from earlier this year may have gone too far. Salesforce, however, has missed much of the bounce back as it continues to face questions about its prospects. Wall Street’s primary concern is competition from Anthropic and OpenAI weakening demand and pricing power for its customer relationship management software, which for years drove robust growth at high margins. For example, Bank of America last week reinstated coverage of the company with an underperform rating due to “structurally lower growth” and greater competitive risks from AI. “Salesforce remains a deeply entrenched platform, yet we expect a structural reset driven...

Salesforce, Inc. CRM is scheduled to release first-quarter fiscal 2027 results on May 27. For the fiscal first quarter, the company expects total revenues between $11.03 billion and $11.08 billion (midpoint at $11.055 billion). The Zacks Consensus Estimate for first-quarter revenues is pegged at $11.06 billion, which indicates an increase of 12.5% from the year-ago quarter’s reported figure. CRM anticipates non-GAAP earnings per share in the band of $3.11-$3.13 for the first quarter. The consensus mark for non-GAAP earnings has remained unchanged at $3.12 over the past 60 days, which indicates a 20.9% increase from the year-ago quarter’s level. Image Source: Zacks Investment Research Salesforce’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 11.6%. Salesforce, Inc. price-consensus-eps-surprise-chart | Salesforce, Inc. Quote Our proven model predicts an earnings beat for Salesforce this time. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat. Earnings ESP: Salesforce has an Earnings ESP of +1.40% at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Zacks Rank: CRM currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here. Salesforce appears well-positioned to report strong first-quarter results, driven by its strategic focus on digital transformation and cloud solutions. With businesses globally undergoing digital overhauls, Salesforce's commitment to aligning its product offerings with customer needs is likely to have boosted its revenues for the quarter. The growing demand for generative AI-enabled cloud solutions has been a major catalyst for Salesforce. By embedding generative AI tools across its products, the company not only enhances customer engagement but also strengthens its competitive position in the customer relationship management space. This forward-thinking approach might have significantly contributed to its top-line growth during the to-be-reported quarter. Salesforce’s ability to deepen relationships with leading brands across industries and expand its reach in key geographic markets remains a cornerstone of its growth strategy. The company’s...

By Suzanne McGee and Akash Sriram PROVIDENCE, Rhode Island, May 15 (Reuters) - Institutional investors took new positions in semiconductor stocks ranging from Intel to Micron during the first quarter of the year, positioning them to profit from a red-hot rally that extended into the second quarter, according to a ‌Reuters overview of filings from some 6,600 hedge funds, pension funds, college funds and others with the U.S. Securities and Exchange Commission. Nearly 5,000 of all those ‌investors that had filed their quarterly 13-F filings by late afternoon Friday reported they were buyers of one or more of 17 semiconductor firms tracked by Reuters. One of the most aggressively purchased chipmakers was Micron, whose stock has soared 154% so far this year as demand has boomed for memory chips amidst the AI buildout. A total of 2,440 institutions reported taking new positions in Micron, including Rockefeller Capital Management and Schroder Investment Management. On Micron's heels was Intel, a turnaround story whose stock has boomed 195% year to date. Tiger Global Management disclosed that it initiated a position in Intel in the first quarter, along with Neuberger Berman and MetLife Asset Management. These filings with the SEC offer a glimpse into the portfolios of large institutional investors, from hedge ‌funds to pension funds and endowments. Major institutional investors must ⁠report any changes made to their portfolio and its composition to the SEC within 45 days of the end of each calendar quarter. The data obtained by Reuters from the SEC's database reflect those firms that had submitted their filings as of late afternoon on ⁠Friday. The data does not capture changes to their portfolios they may have made since March 31. Northern Trust emerged as a big investor across the semiconductor space, initiating new positions in Intel and Micron as well as Seagate Technology and Western Digital during the first quarter. Those stocks have soared 188% and 179%, respectively, so far this year.. AI INFRASTRUCTURE Institutions also were eager buyers of other stocks whose fate is closely linked to the rollout and adoption of AI during the first three months of the year. More than 4,000 of them added ‌to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and...

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

The Hackett Group reported Q1 revenue before reimbursements of $67.8 million, down 11% year‑over‑year; segment results included S&BT down 15%, Oracle down 24% and SAP up 21%, and management guided Q2 revenue of $68.5–$70.0 million with adjusted EPS of $0.33–$0.35. Management is executing a shift to a platform‑enabled AI delivery model, which has created near‑term disruption (lower utilization and transition charges) but is expected to drive productivity, margin expansion and a Q3 “inflection point” as AI delivery scales. Liquidity and working capital tightened as cash fell to $6.1 million from $18.2 million amid higher receivables and bonus payments; the company repurchased $4.6 million of shares, declared a $0.12 quarterly dividend, and expects AR to decline roughly $8–9 million by end of Q2. Interested in The Hackett Group, Inc.? Here are five stocks we like better. The Hackett Group (NASDAQ:HCKT) reported first-quarter 2026 results that reflected what management described as ongoing macro-driven demand pressure and “elongated client decision cycles” tied in part to uncertainty around AI return on investment. Company leaders also emphasized that Hackett is in the midst of what Chairman and CEO Ted Fernandez called a major shift toward an “AI platform-enabled sales and delivery model,” a transition they believe will ultimately improve productivity, margins, and market positioning but has created near-term disruption. On the call, CFO Robert Ramirez said total revenue before reimbursements was $67.8 million, down 11% from the first quarter of 2025. Ramirez noted that reimbursable expenses—primarily travel costs passed through to clients—were 1.4% of revenues before reimbursements, compared with 2.1% in the prior-year period. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook By segment, Ramirez reported: Global Strategy & Business Transformation (S&BT): revenue before reimbursements of $36.4 million, down 15% year over year. Ramirez said client decision-making remained elongated, but he expects sequential improvement in Q2, along with margin improvement as AI-enabled delivery scales and as prior headcount actions flow through. Oracle Solutions: revenue before reimbursements of $15.4 million, down 24% year over year. Ramirez said the segment “stabilized from the completion of a large client engagement,” which will continue to pressure year-ov...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Bloom Energy (BE) has jumped into focus after a busy late April, with Q1 2026 earnings beating analyst expectations, full year guidance raised to US$3.4b to US$3.8b, and an expanded Oracle partnership for AI data center power. See our latest analysis for Bloom Energy. The strong Q1 2026 earnings, raised full year guidance and Oracle Project Jupiter agreement have coincided with rapid share price momentum, including a 117.69% 1 month share price return and a very large 1 year total shareholder return. This suggests expectations for Bloom Energy have shifted quickly. If you are curious what else is moving as AI infrastructure heats up, this is a useful moment to scan data center related power and equipment stocks using our 34 power grid technology and infrastructure stocks With Bloom Energy now at all time highs and trading above the average analyst price target, the key question is simple: are you looking at a stretched AI power stock, or is the market still underestimating future growth? Bloom Energy's most followed narrative pegs fair value at about $111.18 per share, which sits well below the last close at $295.25, putting a big spotlight on the assumptions behind that gap. Read the complete narrative. Want to see what has to happen for that fair value to hold up? The narrative leans on fast compounding revenue, rising margins, and a future earnings profile that looks very different to today. Result: Fair Value of $111.18 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this upbeat AI power story can crack if gas reliant fuel cells lose ground to zero emissions options, or if Bloom's capacity expansion misses demand. Find out about the key risks to this Bloom Energy narrative. While the popular narrative flags Bloom Energy as about 166% overvalued at $295.25 versus a fair value of $111.18, the SWS DCF model suggests the opposite. It shows fair value at $349.74 and the stock trading roughly 15.6% below that. Which story do you think fits the risk you are willing to take? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Bloom Energy for example). We show the entire calculation...

Super Micro reported better-than-expected earnings but disappointing revenue results for its fiscal third quarter.

US equity indexes were mixed on Friday as earnings helped lift technology and communication services

Image source: The Motley Fool. Thursday, April 30, 2026 at 5 p.m. ET Chief Executive Officer — Seth Ravin Chief Financial Officer — Michael Perica Seth Ravin: Thank you, Dean, and thank you, everyone, for joining us. First quarter results. Our first quarter results reflect continued growth and accelerating momentum. A growing number of organizations are leveraging Rimini support and our proven Rimini Smart Path to execute their global ERP and operational transaction processes faster, better and cheaper with more agility and speed to value, all within existing budgets. Rimini Street can help just about any organization lower its total operating costs and improve competitive advantage or improve return for government constituents using technology. We delivered strong growth in adjusted calculated billings and adjusted ARR and expanded remaining performance obligations year-over-year, adjusted for the Oracle PeopleSoft support and services wind down and which includes new logo and renewal subscription sales. We also continue to make additional strategic investments in our next-generation Rimini Agentic AI ERP solutions that can be quickly deployed over existing ERP software without the cost and risk of unnecessary upgrades, migrations or re-platforming. During the quarter, we closed 11 new client transactions with over $1 million in TCV and totaling $33 million compared to 5 transactions totaling $5.6 million during the same period last year. We added 50 new logos that included household global and regional brand wins. The combined strength of the second half of 2025 and first quarter 2026 results give us continued confidence in delivering growth in fiscal 2026, positioning the company for increased growth and profitability. We are continuing our evolution beyond our position as the premier third-party enterprise software support provider to a leader in also helping clients modernize their existing business transaction systems in the AI era. We are now the software support and Agentic AI ERP company. Today, more than 1,900 Rimini Street employees in 22 countries are helping organizations avoid unnecessary, costly and risky ERP and other enterprise software upgrades, migrations and re-platformings that often deliver low ROI and offer little competitive advantage. Instead, Organizations can invest in modernization of their existing systems, leveraging next-genera...

With its earnings report just a few days away, Arista Networks is making its mark as a stock leader in data center networks.

Management is repositioning the company from a third-party support provider to an 'Agentic AI ERP' company, offering a modernization path that avoids costly vendor upgrades. The 'Rimini Smart Path' methodology is driving larger, longer-term contracts by providing a vision that eliminates the need for clients to ever return to original software vendors for innovation. First quarter results showed a return to top-line growth despite the ongoing strategic wind-down of the Oracle PeopleSoft support business. Growth was bolstered by a significant increase in high-value transactions, closing 11 deals over $1 million in total contract value compared to only 5 in the prior year period. The company is aggressively expanding its indirect sales ecosystem and partner managers to reach new markets and provide complementary AI tooling, a strategy that is already driving increased demand and securing contracts from clients who previously declined proposals. Operational performance was supported by 50 new logo wins, including global brands, reflecting increased demand for self-funding innovation through maintenance savings. Management reiterated full-year 2026 guidance for 4% to 6% revenue growth and 12.5% to 15.5% adjusted EBITDA margins, aiming for the 'Rule of 20'. The company expects to reach a 'Rule of 40' in the future, which would require achieving double-digit growth on both the top and bottom lines. Strategic investments in a new U.S. federal government sales team and Private Equity portfolio outreach are expected to drive future pipeline expansion. Research and development spending is projected to increase to approximately 1% of revenue by year-end to support proprietary Agentic AI and UX solutions. Management intends to improve shareholder return through surplus cash allocation, including potential debt pay-downs and stock buybacks. The Oracle PeopleSoft support wind-down is progressing, with related revenue dropping to 3% of total revenue from 7% in the prior year. Gross margins were temporarily pressured to 59.0% due to front-loaded start-up costs for non-subscription engagements and pulled-forward market investments. A new R&D line item was introduced to track expenditures for next-generation AI products, totaling $571,000 in the first quarter. The company made $10 million in voluntary debt prepayments, reducing the outstanding balance to $58.4 million. Our an...

DTE reported first-quarter operating earnings of $407 million (or $1.95 per share), which management says positions the company to reach the high end of its 2026 guidance as utility segments (Electric, Gas, Vantage) posted year-over-year gains while energy trading was down due to timing. DTE’s data-center pipeline is expanding: a 1.4 gigawatt Oracle project is approved and under construction, and a 1 gigawatt Google contract has been filed with the Michigan PSC (expected order around Sept. 10), with Google’s ramp to drive roughly $5 billion of incremental generation and storage investment through 2032. The company highlighted major reliability gains—about a 90% improvement in outage duration and top-quartile SAIDI with >99% of customers restored within 48 hours—and tied large-load growth to affordability, noting Oracle could deliver ~$300 million of annual customer benefits and Google ~$1.7 billion over the contract life while seeking nearly $800 million of distribution investment and planning $500–$600 million of annual equity issuance to fund its capital plan. Interested in DTE Energy Company? Here are five stocks we like better. DTE’s Stargate Deal Turns Power Into Profits DTE Energy (NYSE:DTE) executives said the company got off to a “strong start” in 2026, pointing to first-quarter operating earnings of $1.95 per share, continued progress on electric reliability and an expanding pipeline of large-load data center agreements that management said could provide incremental upside to its long-term plan. Executive Vice President and CFO David Ruud reported first-quarter 2026 operating earnings of $407 million, or $1.95 per share. Ruud said the result “positions us well to achieve the high end of our guidance range in 2026.” → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss AI Boom and Rate Cuts Boost Utility Stocks: Best Growth Picks In the utility businesses, Ruud said: DTE Electric posted operating earnings of $218 million, up $71 million from the first quarter of 2025, driven primarily by “timing of taxes, rate implementation, and colder weather,” partly offset by higher rate base and O&M costs. DTE Gas delivered operating earnings of $210 million, up $4 million year over year, driven by colder weather and IRM revenue, partly offset by higher rate base costs. DTE Vantage earned $48 million, up $9 million, driven by higher customer energy solution...