Guidewire Software, Veeva Systems, and Paycom Shares Soar After Analyst Upgrade

Analyst
โดย Yahoo Finance·Read original
Summary · why it matters

Shares of Guidewire Software, Veeva Systems, and Paycom surged in afternoon trading after Guggenheim analyst John DiFucci upgraded Salesforce and ServiceNow to Buy on valuation grounds, arguing that AI-disruption fears had pushed the sector too low. DiFucci, a previously cautious analyst, wrote that he was not upgrading because he sees ServiceNow as an AI beneficiary, calling near-term AI monetization unlikely and AI risks very real, but that the darkest scenario was already priced in. The read-through lifted the group, with Guidewire Software jumping 6.5%, Veeva Systems gaining 5.1%, and Paycom rising 6.2%. Oracle also added about 2% after being added to William Blair's July Analyst Conviction List and on news of a new AI product.

Impact on stocks 6

Cloud & Digital Infrastructure▲ · 4 stocks
Oracle Corporation
ORCL
▲ PositiveCapitalrelevance

Added to William Blair's July Analyst Conviction List and news of new AI product; shares rose about 2%.

Artificial Intelligence▲ · 2 stocks
ServiceNow Inc
NOW
▲ PositiveCapitalrelevance

Upgraded to Buy by Guggenheim analyst on valuation grounds, with specific discussion of AI risks already priced in.

Salesforce.com Inc
CRM
▲ PositiveCapitalrelevance

Upgraded to Buy by Guggenheim analyst on valuation grounds, citing AI-disruption fears already priced in.

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