Daily scan · Thu, Aug 27, 2026

Signal log.

Weekday-after-close headlines scored against the five thesis pillars — directional read, pillar in play, conviction weight.

33 headlines · 1 scored

Ticker

Headline

Signal

Source

Time

ESTC
Elastic N.V. (ESTC) Q1 2027 Earnings Call Transcript
unscored
SeekingAlpha
5d ago
WDAY
Workday, Inc. (WDAY) Q2 2027 Earnings Call Transcript
unscored
SeekingAlpha
5d ago
NOW
ServiceNow, Inc. (NOW) Presents at Deutsche Bank 2026 Technology Conference Transcript
unscored
SeekingAlpha
5d ago
ESTC
12 Information Technology Stocks Moving In Thursday's After-Market Session
unscored
Benzinga
5d ago
OKTA
Macquarie Maintains Outperform on Okta, Raises Price Target to $185
unscored
Benzinga
6d ago
OKTA
Citigroup Maintains Neutral on Okta, Raises Price Target to $165
unscored
Benzinga
6d ago
OKTA
JP Morgan Maintains Overweight on Okta, Raises Price Target to $190
unscored
Benzinga
6d ago
VEEV
Mizuho Maintains Outperform on Veeva Systems, Raises Price Target to $280
unscored
Benzinga
6d ago
PEGA
UiPath Rallies 9% as the Software Bid Broadens Beyond the Earnings Winners, Pegasystems Gains 4%
unscored
24/7 Wall St.
6d ago
OKTA
Mizuho Maintains Neutral on Okta, Raises Price Target to $165
unscored
Benzinga
6d ago
OKTA
Raymond James Maintains Outperform on Okta, Raises Price Target to $185
unscored
Benzinga
6d ago
OKTA
B of A Securities Upgrades Okta to Neutral, Raises Price Target to $170
unscored
Benzinga
6d ago
MSFT
What's Going On With Microsoft Stock?
unscored
Benzinga
6d ago
VEEV
BMO Capital Maintains Market Perform on Veeva Systems, Raises Price Target to $270
unscored
Benzinga
6d ago
OKTA
BMO Capital Maintains Outperform on Okta, Raises Price Target to $187
unscored
Benzinga
6d ago
OKTA
Jefferies Maintains Buy on Okta, Raises Price Target to $200
unscored
Benzinga
6d ago
INTU
Goldman Sachs Maintains Sell on Intuit, Raises Price Target to $304
unscored
Benzinga
6d ago
NOW
ServiceNow Stock Jumps on Enterprise AI Momentum
The headline explicitly ties ServiceNow's stock jump to 'enterprise AI momentum', which supports the thesis that SoR platforms like ServiceNow are benefiting from agent adoption and monetizing their existing records as agent infrastructure.
↑ poslead readP1 Records, not content
Benzinga
6d ago
ADP
ADP to Present at Upcoming Investor Conference
unscored
Yahoo
6d ago
GTLB
TD Cowen Maintains Hold on GitLab, Raises Price Target to $42
unscored
Benzinga
6d ago
SNOW
Barclays Maintains Equal-Weight on Snowflake, Raises Price Target to $332
unscored
Benzinga
6d ago
TYL
Chief Operating Officer At Tyler Technologies Sells $3.03M Of Stock
unscored
Benzinga
6d ago
VEEV
Synopsys Posts Upbeat Q3 Results, Joins Okta, Veeva Systems, Crowdstrike And Other Big Stocks Moving Higher On Thursday
unscored
Benzinga
6d ago
PANW
Synopsys Posts Upbeat Q3 Results, Joins Okta, Veeva Systems, Crowdstrike And Other Big Stocks Moving Higher On Thursday
unscored
Benzinga
6d ago
SAIL
Synopsys Posts Upbeat Q3 Results, Joins Okta, Veeva Systems, Crowdstrike And Other Big Stocks Moving Higher On Thursday
unscored
Benzinga
6d ago
PANW
Why Is Palo Alto Networks Stock Surging Thursday?
unscored
Benzinga
6d ago
NOW
ServiceNow Stock Climbs Thursday: What's Going On?
unscored
Benzinga
6d ago
VEEV
Guggenheim Maintains Buy on Veeva Systems, Raises Price Target to $310
unscored
Benzinga
6d ago
VEEV
Veeva Analysts Boost Their Forecasts After Upbeat Q2 Results
unscored
Benzinga
6d ago
VEEV
Morgan Stanley Maintains Equal-Weight on Veeva Systems, Raises Price Target to $275
unscored
Benzinga
6d ago
MSFT
ChronoScale Announces Plans With Microsoft For 50-MW AI Compute Deployment In North America
unscored
Benzinga
6d ago
MSFT
Understanding Microsoft's Position In Software Industry Compared To Competitors
unscored
Benzinga
6d ago
NOW
ServiceNow (NOW) Stock Is Trending After Hours: Here's Why
unscored
Benzinga
6d ago