The latest CIOs survey indicates that most companies plan to “buy AI agents from app providers rather than custom building their own agents,” JPMorgan analyst Mark Murphy said in a note.
Ratings maintained ahead of fiscal second-quarter results:
The DocuSign Preview: While DocuSign surpassed revenue growth expectations last quarter, its billings fell short, which was “attributed to the implementation of go-to-market adjustments,” Murphy said. “We are looking for datapoints that last quarter’s billings-related misstep was an anomaly,” he wrote.
There is uncertainty around the fiscal 2026 guidance, given the volatile macro environment, the analyst stated. Positive commentary is expected around customer traction for DocuSign’s Intelligent Agreement Management (IAM) offering, he further stated.
Docusign.net indicates a 7% sequential decline in unique visitor traffic for desktop and mobile combined, which represents a deceleration from the 2% decline and 4% growth in the second quarters of fiscal 2025 and 2024, respectively, Murphy said.
The UiPath Preview: Positive aspects such as operational improvements, AI-related investments, pipeline health, customer wins and early feedback on its Agentic solutions may be offset by ongoing volatility in the macro and policy environment and dampened investor sentiment regarding the impact of AI to incumbent software companies, the analyst stated.
“We will also be monitoring progress and traction with UiPath’s AI and Agentic suite of solutions, though we note that it will take time for the company to scale bookings with the new products and would not expect meaningful impact to revenue or ARR in the nearer-term as a result,” he further wrote.
DOCU, PATH Price Action: Shares of Docusign had risen by 2.24% to $75.72 at the time of publication on Wednesday, while UiPath’s stock had declined by 0.60% to $10.84.
Pulled from Benzinga Pro data this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.
Several biotech stocks have seen their strength fade over the past week, with their Momentum scores in Benzinga’s Edge Stock Rankings witnessing a significant decline.
Top 4 Biotech Stocks With A Dip In Momentum Scores
In Benzinga’s Edge Rankings, Momentum is calculated based on the relative strength of a stock, taking into consideration its price movements and volatility across multiple time frames, ranked as a percentile against other stocks.
Over the past week, the following biotech stocks have seen big declines in their respective momentum scores, and here’s why?
Shares of Capricor Therapeutics Inc. (NASDAQ:CAPR) have lost steam after the FDA issued a Complete Response Letter rejecting its application for Deramiocel, a cell therapy targeting Duchenne muscular dystrophy. The agency flagged both efficacy concerns and issues with the company’s manufacturing processes.
The stock is down 57.69% year-to-date, and 17.58% over the past month, leading its Momentum scores to drop from 77.57 to 22.12 within just one week.
According to Benzinga’s Edge Stock Rankings, the stock scores poorly on Momentum and Value, with an unfavorable price trend in the short, medium and long terms. Click here for deeper insights into the stock.
2. Lava Therapeutics NV
Dutch biotech company, Lava Therapeutics NV (NASDAQ:LVTX), is down 46.74 points in its Momentum score, dropping from 82.03 to 35.29.
The stock lost its momentum after the company posted a wider-than-expected second-quarter net loss, which was quickly followed by a rating downgrade by Jefferies, from a “Buy” to a “Hold.”
The stock scores poorly on Momentum and Value in Benzinga’s Edge Stock Rankings, but has a favorable price trend in the short, medium and long terms. Click here for deeper insights into the stock.
3. Alaunos Therapeutics Inc.
Clinical-stage oncology company, Alanunos Therapeutics Inc. (NASDAQ:TCRT), has seen its Momentum drop 31.48 points within a week, from 56.44 to 24.96, primarily driven by the steep decline in the stock starting mid-July, with no major catalyst or fundamental news to blame.
The stock is still up 15.74% year-to-date, following a 63% decline from its 52-week high of $6.20 during the second week of July.
The stock has a low momentum score, and has an unfavorable price trend in the short, medium and long-terms. Click here for deeper insights into the stock, its peers and competitors.
4. Champions Oncology Inc.
New Jersey-based Champions Oncology Inc. (NASDAQ:CSBR) has been under pressure after its disappointing second quarter results, when it reported a drop in revenue, alongside widening losses. The stock is down 13.90 % year-to-date, and 41.1% from its 52-week high early this year, leading to a 26.44 point drop in its Momentum score, from 78.47 to 52.03.
The stock still scores high on Momentum, but does poorly on Value and Quality, with an unfavorable price trend in the short, medium and long terms. Click here for deeper insights into the stock.
Technology giant Salesforce Inc (NYSE:CRM) is likely to show growth in the company’s AI initiatives when the company reports second-quarter financial results after market close Wednesday.
Here are the earnings estimates, what analysts are saying ahead of the report and key items to watch.
Earnings Estimates: Analysts expect Salesforce to report second-quarter revenue of $10.13 billion, up from $9.32 billion in last year’s second quarter, according to data from Benzinga Pro.
The company beat analyst estimates for revenue in the first quarter and has beaten estimates in eight of the last 10 quarters overall.
Analysts expect Salesforce to report second-quarter earnings per share of $2.78, up from $2.56 in last year’s second quarter.
The company beat analyst estimates for earnings per share in two straight quarters and nine of the last 10 quarters overall.
Guidance from the company calls for second-quarter revenue to be in a range of $10.11 billion to $10.16 billion. The company expects second-quarter earnings per share to be in a range of $1.80 to $1.82.
What Experts Are Saying: Freedom Capital Markets Chief Market Strategist Jay Woods said there is one major question for Salesforce ahead of earnings.
“Is the software giant’s AI business model generating the return on investment investors want to see or are other AI platforms starting to chip into their business?” Woods said in a weekly newsletter.
Woods said the earnings report and commentary could show if AI is going to help Salesforce grow in the AI space or whether AI will be “a detriment to their own growth.”
DA Davidson analyst Gil Luria upgraded Salesforce shares from Underperform to Neutral with a $225 price target recently.
The analyst remains cautious on the stock, warning that the company’s push into Agentforce is hurting its core cloud business segment.
Luria said unpredictability over Salesforce’s costs to grow its AI platforms and unclear AI strategies make it harder for investors to know what to expect.
JMP Securities: Reiterated Market Outperform rating with $430 price target
Morgan Stanley: Maintained Overweight rating, raised price target from $404 to $405
Cantor Fitzgerald: Reiterated Overweight rating with $325 price target
Oppenheimer: Maintained Outperform rating, raised price target from $315 to $370
Bank of America Securities: Maintained Buy rating, lowered price target from $350 to $325
UBS: Maintained Neutral rating, lowered price target from $300 to $260
RBC Capital: Reiterated Sector Perform rating with $275 price target
Key Items to Watch: The latest earnings report comes after Salesforce announced plans to acquire AI automation platform company Regrello. Salesforce plans to integrate Regrello into its platforms, such as Agentforce and Slack, and automate manual workflows using AI.
Salesforce could share more details of the acquisition and what it means for future growth during the earnings call.
In the first quarter, Salesforce reported revenue up 8% year-over-year. Investors likely want to see double-digit growth given the company’s higher spending in the AI sector.
Salesforce CEO Marc Benioff said the company has built “a deeply unified enterprise AI platform” after first-quarter results.
The company raised its full-year guidance for revenue and earnings per share after first-quarter results. Analysts and investors would welcome another strong quarter and raised guidance.
CRM Price Action: Salesforce stock was down 1.35% to $252.86 on Tuesday versus a 52-week trading range of $226.48 to $369.00. Salesforce stock is down 24% year-to-date in 2025.
Pulled from Benzinga Pro data this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.
Trader Notes: Crypto trader Javon Marks highlighted that Shiba Inu has confirmed a bullish MACD divergence, signaling the potential for a major upside reversal.
He projects a move of up to 163% toward $0.00003 in the short term, with the broader breakout structure pointing to gains as high as 570% near $0.000081.
On Dogecoin, chart analyst Ali Martinez noted that DOGE has successfully defended its $0.208 support level five times, calling it a crucial pivot for the meme coin’s next move.
Dogecoin $DOGE defended $0.208 support five times now. This level is proving crucial for the next move! pic.twitter.com/sorlKm1ZjJ
Statistics: Shibarium activity has dropped sharply, with daily transactions breaking below 1 million since Aug. 26. Current volume sits at just 16.67K, according to Shibariumscan.
Dogecoin trading volume rose about 6% in a day, while open interest has consistently held the $3 billion level since early August, Coinglass data shows.
Community News: In a major development, Alex Spiro, Elon Musk’s longtime lawyer, is set to chair a new Dogecoin Treasury company backed by the House of Doge.
The firm is reportedly seeking to raise at least $200 million through a public offering. While launch details remain unclear, sources suggest the initiative could mark Dogecoin’s entry into mainstream finance.
Pulled from Benzinga Pro data this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.
For more information on sector movers, click here.
Pulled from Benzinga Pro data the above sector movers alert assists traders in understanding macro-level trends and market variations. Traders will look for sector movers providing information on sectors that are over- or under-performing, deriving these results into investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.
Fundstrat Global Advisors Head of Research Tom Lee forecasts the current bull market will extend through 2035, driven by millennial demographic trends and transformative technologies, including artificial intelligence and blockchain.
Demographics Drive Market Cycles
In an interview published on Thursday with The Master Investor Podcast, Lee outlined his evidence-based approach linking demographics to market performance. “Demographics really explains almost every bull market since 1890,” Lee said, noting that bull market peaks coincide with generational workforce peaks.
Lee pointed to historical patterns: baby boomers peaked in 1999, Generation X in 2018, while millennials won’t reach their peak until 2035. “Those are like rough waypoints for when actual major tops take place,” he explained.
New Bull Market Despite Recent Volatility
While markets have generally risen since 2020, Lee acknowledges that two 20% declines have created confusion. “This has been a really disrupted recovery since the 2020 lows,” he said, identifying a new bull market beginning after the February-April 2025 correction.
Current market performance supports optimism. The S&P 500, as tracked by SPDR S&P 500 (NYSE:SPY) closed Thursday at 6,501.86, up 10.79% year-to-date and 85.34% over five years.
The Nasdaq Composite, as tracked by Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) gained 12.57% year-to-date, while the Dow Jones Industrial Average, as tracked by SPDR Dow Jones Industrial Average ETF (NYSE:DIA) advanced 7.65%.
Lee sees three key drivers supporting his decade-long outlook. First, a surge in the U.S. prime-age workforce as millennials and Generation Z enter peak earning years. Second, substantial wealth transfers over the next 20 years will shift from credit to equity exposure.
Third, the U.S. leads major structural changes in AI and blockchain technologies. Lee expects these trends to boost the financial sector, potentially reaching 40% of the S&P 500, alongside healthcare sector benefits.
Market Validation of Long-Term Bullishness
Research from Carson Group‘s Ryan Detrick supports extended bull market potential. Analyzing 50 years of data, Detrick found that bull markets lasting into their third year typically continue for at least five years total, with the current 31-month bull market showing similar patterns to historical precedents.
Lee’s track record includes correctly identifying the 2009 market bottom within a month, demonstrating his demographic-focused methodology’s effectiveness in navigating major market transitions.
Chinese e-commerce giant Alibaba Group Holding (NYSE:BABA) may reveal how global issues are impacting the company and how diversification into AI might help future growth when the company reports its first-quarter financial results on Friday before the market opens.
Earnings Estimates: Analysts expect Alibaba to report first-quarter revenue of $34.26 billion, down from $33.47 billion in last year’s first quarter, according to data from Benzinga Pro.
The company missed analyst estimates for revenue in the fourth quarter, but has beaten estimates in seven of the last 10 quarters overall.
Analysts expect the company to report first-quarter earnings per share of $1.95, down from $2.26 in last year’s first quarter. The company has beaten analyst estimates for earnings in two straight quarters and seven of the previous 10 quarters overall.
Key Items to Watch: Several analysts have lowered their price targets on Alibaba stock ahead of the earnings release, including Barclays and Bank of America Securities.
The stock, and other Chinese stocks, have also found their way being sold or stakes lowered in investment portfolios of top hedge funds in recent months, including Bridgewater, Appaloosa and Coatue Management.
Once known best for its e-commerce in China, investors and analysts may be excited to hear more about Alibaba’s growth in the cloud and AI sectors, two of the fastest-growing areas.
A report stated that Alibaba and Baidu were the leaders in China’s public cloud services for artificial intelligence in 2024, each representing around a 25% market share. The company’s AI coding model, Qwen 3 coder, has been gaining global traction.
In the fourth quarter, Alibaba’s Cloud Intelligence Group was a key performer with revenue up 18% year-over-year. The growth of the segment outperformed that of many of the company’s other segments. The company stated that the increased adoption of AI-related products contributed to the segment’s growth.
Another area to watch is Alibaba’s growth outside of China, with the company’s International Digital Commerce Group posting a year-over-year increase of 22% in the fourth quarter, driven by its cross-border businesses.
With the United States making imports from China more difficult and imposing tariffs on goods from many countries, Alibaba’s report could reveal the significant impact the Trump administration is having on its business in the U.S. and how diversification in China and other regions can mitigate any challenges.
BABA Price Action: Alibaba stock is down 1.4% to $120.45 on Thursday, versus a 52-week trading range of $80.06 to $148.43. Alibaba stock is up 41.8% year-to-date in 2025.
