Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.

FUJIFILM's Q1 revenue hit a record yen 826.5 billion, but earnings fell 30% as Bio CDMO costs and restructuring weighed on profitability.

PTC lifted its fiscal 2026 revenue, EPS and ARR outlook, despite quarterly revenue and earnings missing expectations.

Fortive's Q2 earnings and revenues topped estimates as core growth accelerated and cash flow strengthened. The company raised 2026 adjusted EPS guidance.

Flex lifted its fiscal 2027 outlook after revenues rose 20.6%, margins expanded and Cloud and Power Infrastructure growth accelerated.

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

CDNS' Q2 earnings top estimates as AI demand drives broad-based growth, prompting higher 2026 revenue outlook.

SAP's AI strategy and cloud momentum helped lift Q2 revenue, while strong backlog and reaffirmed growth targets offset a modest profit outlook cut.