Earnings Volatility Watch: Oracle And Adobe Report, But the Wild Swings Belong to Smaller Names
Oracle and Adobe headline the week, both down about 20% in 2026, yet the biggest implied earnings moves belong to InnovAge, SailPoint and eight others.
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TD Cowen analyst Derrick Wood maintains Braze (NASDAQ:BRZE) with a Buy and raises the price target from $30 to $36.
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Oracle and Adobe headline the week, both down about 20% in 2026, yet the biggest implied earnings moves belong to InnovAge, SailPoint and eight others.
UiPath reported Q2 2026 earnings of $0.15 per share, matching consensus estimates, with revenues of $410.26 million exceeding expectations by 3.19%. The stock has underperformed the S&P 500 year-to-date, gaining 9.8% versus the market's 12%. With a Zacks Rank #3 (Hold) rating and mixed estimate revisions, the stock is expected to perform in line with the market. The Internet-Software industry ranks in the top 31% of Zacks industries.
Barclays analyst Raimo Lenschow maintains Braze (NASDAQ:BRZE) with a Overweight and raises the price target from $31 to $38.