Shares of software companies are trading higher after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may limit threats to software vendors.

Full Transcript: Amplitude Q2 2026 Earnings Call

Amplitude (NASDAQ:AMPL) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. Benzinga APIs provide real-time access to earnings call transcripts and

Shares of enterprise application software are trading higher amid sympathy with Salesforce after the company reported Q2 financial results.

Software's AI Panic Is Fading, and These 10 Stocks Are the First to Benefit

BofA raised targets on 10 software stocks as AI disruption fears ease. ServiceNow, Snowflake and Figma stand out for AI-driven growth.

Salesforce To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Thursday

Wall Street analysts made mixed price-target changes for LYFT, AMRX, JBHT, CRM, APPF, FLNC and CRWD.

Keybanc Maintains Overweight on AppFolio, Raises Price Target to $280

Keybanc analyst Jason Celino maintains AppFolio (NASDAQ:APPF) with a Overweight and raises the price target from $255 to $280.

PURE HomeRiver Deepens Its Commitment to AppFolio to Power the Next Phase of Its Growth

PURE HomeRiver Property Management, the nation's largest third-party single-family rental property management company operating in 35+ states, has renewed its commitment to AppFolio as its single platform of choice. The company, which manages 40,000+ properties and plans to scale to 60,000, upgraded to AppFolio Plus in 2022 and will consolidate all operations onto the unified platform to standardize processes and support future growth.