Progress Software (PRGS) is on investor watch after recent share price pressure, with the stock showing declines over the past year and past 3 months while continuing to report revenue of US$977.8m ...

Unity Software (U) has drawn fresh attention as investors reassess the gaming and real time 3D platform after a mixed set of recent share returns and ongoing losses alongside growing revenue and net ...

Constellation Software's disciplined approach to acquisitions has generated significant shareholder value, but future returns may be impacted by the pool of attractive acquisition opportunities.

Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic and seemingly unending? In this Club Check-in, CNBC's Paulina Likos and Zev Fima answer ...

I rate Guidewire Software as Hold, as strong near-term results and cloud momentum are already reflected in its ~16x NTM revenue valuation. GWRE’s end-to-end insurance platform and robust partner ...

The report examines how founders’ AI decisions are influencing valuation, durability, and exit timing. Buyers are evaluating AI as an operating and product capability, not a feature, and they’re ...

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued ...