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Enterprise Software News Today
14 headlines on Enterprise Software cleared our tape in the last 7 days with a measured price reaction attached. 4 of them moved the underlying at least 0.35% within fifteen minutes. The largest measured reaction was +5.91% on SNOW at Sep 2, 16:06 ET.
Price action when the news broke
16:06:29 ET
What moved — last 7 days
| Time | Ticker | Headline | 1 min | 15 min | Volume |
|---|---|---|---|---|---|
| Sep 2, 16:53 ET | SNOW | Snowflake, Broadcom, Netskope, and Five Below lead after-hours stock movements. | +0.12% | +1.72% | 172k sh |
| Sep 2, 16:43 ET | MSFT | Microsoft will begin reporting Azure's quarterly revenue as it merges its business units. | +0.00% | +0.13% | 11k sh |
| Sep 2, 16:36 ET | MSFT | Reported: Microsoft sees Q1 devices & consumer rev $14.7b - $15.2b. $MSFT | -0.01% | +0.04% | 19k sh |
| Sep 2, 16:06 ET | SNOW | Snowflake Q2 Adj. EPS $0.62 Beats $0.45 Estimate, Sales $1.547B Beat $1.482B Estimate | +1.52% | +5.91% | 867k sh |
| Sep 2, 12:06 ET | MDB | Piper Sandler Reiterates Overweight on MongoDB, Raises Price Target to $470 | -0.16% | -1.06% | 113k sh |
| Sep 2, 10:43 ET | CRM | Salesforce Customers Are Burning Through AI Credits — and That’s Great News for Revenue | +0.02% | -0.47% | 233k sh |
| Sep 1, 09:51 ET | ORCL | TD Cowen has made adjustments to price targets, lowering them for ORCL and RJF while increasing them for LPLA. | -0.53% | -0.30% | 792k sh |
| Aug 31, 16:20 ET | CRM | Salesforce will conduct an investor and analyst session at Dreamforce on September 16, 2026. | +0.00% | +0.10% | 6k sh |
| Aug 31, 16:11 ET | SNOW | OneSix has been recognized as an Elite Partner within the Snowflake Partner Network, focusing on enterprise data and AI services. | +0.00% | +0.09% | — |
| Aug 31, 14:40 ET | MSFT | Microsoft and AWS collaborate to improve capabilities in multicloud networking. | +0.08% | +0.16% | 268k sh |
| Aug 31, 14:39 ET | MSFT | AWS and Microsoft Azure collaborate to improve their multicloud networking capabilities. | +0.17% | +0.18% | 298k sh |
| Aug 31, 14:08 ET | WDAY | Goldman Sachs has made adjustments to price targets, lowering them for BURL while increasing targets for S, WDAY, AFRM, and GAP. | +0.25% | +0.20% | — |
| Aug 31, 12:45 ET | MSFT | Microsoft and Humain are set to combine Humain One with Microsoft 365 as they enhance their partnership. | +0.03% | +0.13% | 241k sh |
| Aug 31, 12:19 ET | MSFT | GCW Agency has launched SignlLabs(TM), a practice utilizing AI signaling aimed at improving brand visibility across AI platforms. | +0.03% | +0.01% | 198k sh |
Moves are measured against the price two minutes before each headline crossed, using validated 1-minute bars captured at publish time. A dash means no bar was available for that window. Times are New York ET.
Our analysis
Why Is Oracle (ORCL) Stock Moving Today?
Latest catalyst, August 13, 2026: Oracle and Amazon Web Services signed an expanded, long-term strategic collaboration agreement aimed at accelerating customer migration to Oracle AI Database@AWS, …
Why Is Workday (WDAY) Stock Moving Today?
Latest catalyst, August 13, 2026 at 18:36 UTC: Reuters reported that Silver Lake is in talks to acquire Workday, a company with a market value of …
You Can See Workday's Trading Halts in the Tape
Reuters reported at 18:36 UTC that Silver Lake is in talks to buy Workday. Our one-minute bars show what happened next: a jump to $198.70, then …
Dynatrace Is Paying $915 Million to Watch AI Models Misbehave
Dynatrace agreed on August 13, 2026 to buy Arize, an AI observability platform, for $915 million — about $815 million of it cash. The company says …
One Week, Three Deals: A $1.3 Billion Software Buyout, a $635 Million Tea Chain Sale, and a Bankrupt Salad Chain
In the first week of August 2026, Bending Spoons agreed to buy workplace software firm Airtable for $1.285 billion, Bain Capital agreed to acquire bubble tea …
SpaceX's $60 Billion Purchase of an AI Coding Startup Is About to Close
SpaceX agreed to acquire AI coding startup Cursor (Anysphere) for $60 billion in an all-stock deal on June 16, 2026 — the largest acquisition of a …
A Short Seller Says AI Tools Are Commoditizing Tenable's Core Business. Tenable Isn't Responding
Hunterbrook Capital published a short report on Tenable Holdings on August 7, 2026, arguing that AI-assisted open-source tools are commoditizing the vulnerability scanning and detection work …
HubSpot's Board Approved a $1 Billion Buyback Before the Guidance Cut That Sank the Stock. The Timing Was a Coincidence, Not a Rescue
HubSpot's board authorized a new share repurchase program of up to $1 billion over 24 months on August 3, 2026 — two days before the company's …
Why Is BlackLine Stock Down Today?
BlackLine remains lower today, deepening its post-earnings decline after beating estimates but disclosing that customer scrutiny over AI governance is stretching its deal cycles.
BlackLine Beat Earnings by 27%. Customer Caution About AI Governance Still Sank the Stock
BlackLine, which makes financial-close automation software, beat second-quarter 2026 earnings estimates by 27% on August 4, 2026 — one of its cleanest profit quarters in years. …
Why Is HubSpot Stock Up Today?
HubSpot is trading higher today, recovering part of yesterday's post-earnings decline that followed a beat-and-cut quarter — strong headline numbers paired with lowered full-year guidance and …
HubSpot Beat Estimates on Both Lines. It Fell Anyway on a Guidance Cut and a Customer-Growth Miss
HubSpot beat second-quarter 2026 earnings and revenue estimates on August 5, 2026 — and fell 11% in the fifteen minutes after the release when it also …
Why Is Datadog Stock Down Today?
Datadog is trading lower today after beating both earnings and revenue estimates — the stock plunged 23.5% within minutes of the report, nearly double the swing …
Datadog Beat on Both Lines. The Stock Fell Almost Double What Options Traders Had Priced In
Datadog reported second-quarter 2026 earnings above estimates on both earnings and revenue on August 6, 2026. Options markets had priced in a swing of up to …
Why Is ZoomInfo Stock Up Today?
ZoomInfo is trading higher again today, holding most of yesterday's 12.6% jump that followed a quarter where revenue grew just 1.2% — a small beat against …
ZoomInfo Grew Revenue Just 1.2%. The Stock Jumped 12.6% Anyway
ZoomInfo's second-quarter 2026 revenue grew just 1.2% year over year — nearly flat — yet the stock jumped 12.6% on August 5, 2026. After a long …
Why Is Figma Stock Up Today?
Figma is trading sharply higher today, recovering nearly all of yesterday's 13.7% post-earnings drop, even though nothing in the underlying numbers has changed since the report.
Figma Grew Revenue 48%. A Cautious Outlook for Next Quarter Sent the Stock Down 14% Anyway
Figma, the design software company, reported 48% year-over-year revenue growth and beat estimates on August 5, 2026 — its third straight quarter of accelerating growth. The …
Teradata Q2 2026: Up 7% Intraday, Down 18% Afterhours, Same Day
Teradata reported second-quarter 2026 results on August 4, 2026.
Why Is Teradata Stock Down Today?
Teradata beat Q2 estimates and rallied 7% intraday — then reversed to fall 18% afterhours on weak Q3 guidance.
Palantir Q2 2026: Options Priced a Third of What the Stock Actually Did
Palantir reported second-quarter 2026 results on August 3, 2026, after market close.
Why Is Palantir Stock Up Today?
Options priced a 10.1% earnings move for Palantir. The stock delivered nearly 3x that by the close.
Workiva Q2 2026: A 16%-Above-Consensus Raise the Stock Ignored
Workiva reported second-quarter 2026 results on August 4, 2026.
Why Is Workiva Stock Barely Moving Today?
Workiva raised full-year guidance 16% above consensus and the stock moved five cents — because two analysts cut their valuation estimates the same week.