Agentic AI & Enterprise Software stocks on X

Agentic AI & Enterprise Software stocks trending on X

Top stocks by X chatter

SentinelOne, Inc.$SHot on

Software - Infrastructure

$21.58-7.66%

1Y+28.3%

1,907 posts5×

Bullish sentiment

$S posts are about Sonic, the L1 evolution of Fantom, not any equity. Bulls call V2.2 imminent and cite the fee-monetization program rewarding builders as a real use-case moat, with the token basing around $0.03 near the yearly low and layer-1 rotation catalysts firing (ATOM/DOT/NEAR/APT already moving). Loud frustration in the thread — "most loyal community has left" — makes it clear the tape is not one-sided, but the dominant read is accumulation.

Proven numbers

SentinelOne is one of the pure-play cloud-native XDR cybersecurity vendors — AI-driven endpoint plus cloud workload protection, with Singularity as the flagship platform. The stock just reclaimed its 52-week high after an IDC Leader placement on Oct 1. • Growth is still above 20%: Q1 fiscal 2027 revenue of $277M at 21% YoY on 72% gross margins — SaaS mechanics with pricing power, and adjusted EPS of $0.08 last quarter beat $0.07 consensus. • The IDC MarketScape Leader placement is a credible procurement signal — enterprise buyers use it as a vendor-selection shortcut, so expect it to show up in Q3 pipeline commentary at Dec 3 earnings. • CEO Weingarten and other officers sold ~$3M combined in September near the highs — not a crisis cluster but a tell that insiders see 95% of the 52-week range as the top of a near-term band. A clean Dec 3 Q3 beat with adjusted operating margins trending toward break-even extends the run; a growth slowdown below 20% YoY breaks the premium.

ServiceNow, Inc.$NOWRising on

Software - Application

$141.97-4.44%

1Y-20.6%

1,308 posts1×

Bullish sentiment

X is bullish on ServiceNow's AI pivot — "agentification" annual contract value just crossed $1B heading to $1.5B by year-end, bulls are naming $200 (from the $86.50 call) and $239 as the next lines after a daily golden cross, and the stock sits in a weekly-breakout contraction setting up for Q3 earnings. The one audible bear is an Elliott-wave technician calling the whole rally corrective and saying "don't chase."

Proven numbers

ServiceNow is the workflow-automation platform that most Fortune 500 companies run their IT and HR operations on. The AI story — rebranded internally as 'agentification' — just translated into a real metric: AI-related annual contract value crossing $1B, heading to $1.5B by year-end. • The core business is still growing above most SaaS peers: Q3 revenue grew 22% YoY to $3.77B at a 13% operating margin, with EPS beats of 5% and 2% on the last two prints — ServiceNow isn't a story stock waiting to earn its multiple, it's a profit-making platform adding a new revenue vector. • The AI ACV is the number that actually matters: $1B becoming $1.5B inside a single calendar year is a 50% acceleration on the fastest-growing part of the P&L, and the daily golden cross says the chart is finally agreeing. Volume compressing at mid-range with earnings landing Oct 28 is a textbook coil. A reaffirmed AI ACV number plus a cRPO beat is what trips the breakout; an AI ACV below $1.5B or a soft cRPO guide is where the Elliott-wave correction call gets validated.

Elastic N.V.$ESTCRising on

Software - Application

$91.74-5.66%

1Y+13.9%

90 posts1×

Bullish sentiment

Elastic more than doubled from its SaaSmageddon lows with contracted near-term demand up 21% while revenue grew 15%, framed as customers committing ahead of consumption. Posters group it with OKTA, CRM and CRWD as top weekly performers, though the Chief Legal Officer sold $937K after a 36% run.

Proven numbers

Elastic is the enterprise search and observability platform — the sticky-but-consumption-oriented SaaS plus a growing security product. The business is a textbook recovery story. • The business is reaccelerating: Q1 revenue +16% YoY at a slightly-negative operating margin — top-line gradually recovering, with contracted near-term demand up 21% signaling customers committing ahead of consumption. • At 17.5x PE and 3.7x sales the valuation is reasonable for a 15%-grower, with ROIC exceptionally high due to earnings-mix dynamics (standard float / timing items in the P&L). • 52-week range position is 76% with vol at 52% of average — upper range on light volume, which is sustainable continuation; the stock is grouped with OKTA, CRM, and CRWD as top weekly performers. • The honest flag: the Chief Legal Officer sold $937K after a 36% run — not thesis-breaking at this size, but a small signal to track. Nov 19 Q2 is the gate — any confirmed contracted-demand reacceleration plus continued revenue growth extends the move. A customer-consumption slowdown or margin compression and the stock gives back some of the YTD gain.

Brand Engagement Network, Inc.$BNAIRising on

Software - Infrastructure

$5.81-0.85%

1Y+40.3%

42 posts1.1×

Bullish sentiment

Brand Engagement Network signs a 50/50 joint venture with INTERVENT International for INTERVENT Health AI, an AI-powered healthcare engagement platform built on more than two million telehealth coaching interactions. The company is also added to the Russell 2000 and Russell 3000 and announces a definitive Reseller Agreement giving SKYE AI exclusive enterprise distribution via Accelevate Solutions. Sentiment skews uniformly to milestone-driven accumulation.

PagerDuty, Inc.$PDRising on

Software - Application

$16.16-6.32%

1Y+2.7%

64 posts1.1×

Bullish sentiment

$PD (PagerDuty) chatter is loudly bullish. PD now above $14/share +11%, first mention was right before last quarterly earnings at low $7's — 'stock now up over 100% inside of just a few months.' Software:IncidentMgmt +9.5% on 2.3x avg vol. Called 'major sleeper AI play' 6 weeks ago. Bullish.

Pegasystems Inc.$PEGARising on

Software - Application

$34.54-3.92%

1Y-36.7%

38 posts

Bearish sentiment

Pegasystems is down 13% and contributing to the broader software selloff after reporting weak Q2 results and citing concerns. Citizens downgraded PEGA to Market Perform from Market Outperform. Unusual option volume was noted. Bulls note the market's memory of Q1 crush-and-guide-up as a possible re-do, but the immediate sentiment on PEGA is bearish.

Palantir Technologies Inc.$PLTRStrong Fundamentals

Software - Infrastructure

$186.03-7.22%

1Y+4.4%

6,930 posts1.1×

Bullish sentiment

Sentiment leans bullish on momentum and execution — Maven Smart System's US defense user count doubled to 100,000, the "rule of 83 → rule of 155" meme is being passed around, and bulls who called the move at $120 are quietly waiting for $200+. The honest dissent is one voice asking "am I crazy for thinking PLTR is extremely overvalued" at ~74x trailing, and a 10-high-multiple callout naming PLTR as a classic sky-high name.

Salesforce, Inc.$CRMStrong Fundamentals

Software - Application

$240.7-2.45%

1Y-2.2%

754 posts1×

Bullish sentiment

Sentiment on Salesforce is quietly bullish — the chart is coming back into what traders call "the most important level," Trump's latest disclosure shows a $1-5M CRM buy, and CRM is being flagged alongside TEAM, DELL, MSFT and AMZN as last quarter's big earnings winners that worked. The thread is small and setup-driven rather than thesis-driven; no bear voice present.

Oracle Corporation$ORCLStrong Fundamentals

Software - Infrastructure

$128.22-4.65%

1Y-59.0%

3,026 posts1×

Bearish sentiment

Sentiment is heavily bearish — the loudest voices are calling ORCL "Bear Stearns" with OpenAI as the 2027 Lehman, pointing to a 5-year CDS at a record 220+ bps, Ellison pledging $57.6B of stock as personal collateral, and OpenAI's "pause" on frontier training as a Force Majeure tell. Bulls counter with a $664B backlog, EPS up 52% while market cap halved, and $250 Street targets, but the dominant mood is distrust rather than opportunity.

GitLab Inc.$GTLBStrong Fundamentals

Software - Application

$52.76-5.68%

1Y+9.3%

163 posts1×

Bullish sentiment

GitLab sentiment is strongly bullish after moving 16% after-hours on Q2 earnings: revenue $286.3M (+21% YoY), net ARR +42%, retention back to 117%, and FY guidance raised to ~$1.13B. Bulls note GTLB up 103% since prior signal; agent-written code still has to clear the repo/pipeline/security/compliance loop.

Atlassian Corporation$TEAMStrong Fundamentals

Software - Application

$207.82-4.28%

1Y+38.4%

400 posts1×

Mixed sentiment

Atlassian tests the 21DMA post-earnings-win, with $200 resistance framed as testable and $230 as a next leg. A $5.4M put trade and a scathing 'agents will replace Atlassian' post pull the other direction — traders lean STO on both puts and calls, reflecting genuine ambivalence.

Zoom Communications, Inc.$ZMStrong Fundamentals

Software - Application

$94.19-4.39%

1Y+18.0%

209 posts1×

Bullish sentiment

Zoom appoints former Oracle CFO Jeff Epstein to its board effective immediately, and the tape adds roughly $671M of market cap in the session as the news dominates the feed, with jokes about the name aside the reaction is squarely positive.

Five9, Inc.$FIVN

Software - Application

$32.23-8.18%

1Y+49.5%

68 posts1.1×

Bullish sentiment

Five9 chatter is uniformly bullish, describing a coiling earnings candle over a rising 2-day, firmly above the 21-day, and clean levels to trade against. Traders note a potential resistance level from two years ago that could cap the initial move. Overall tone is constructive with tempered targets.

Okta, Inc.$OKTA

Software - Infrastructure

$187.26-10.20%

1Y+113.5%

477 posts1.9×

Bullish sentiment

Okta posters are calling it the best-looking software and cybersecurity setup on the tape — a weekly breakout post-earnings, a tight daily flag on the 8 EMA and $174 as the trigger. Bulls lay out a durable AI thesis where non-human identity for agents underwrites future demand and target $400+. Relative strength stands out in a red group. No dissent.

Asana, Inc.$ASAN

Software - Application

$9.86-5.37%

1Y-29.5%

56 posts1×

Bullish sentiment

Asana is bullish on X — RBC raised PT to $9.50 (from $8), Piper raised to $9 (from $7), first double-digit US revenue growth in 2 years with enterprise/upmarket business showing conviction. CEO on model-routing becoming a margin lever adds AI-margin thesis; testing 200DMA to the penny.

monday.com Ltd.$MNDY

Software - Application

$90.37-4.17%

1Y-48.9%

33 posts1×

Bullish sentiment

Monday.com posts back-to-back-to-back upside reversal sessions on the daily and shows up on undervalued-tech and long-term-play lists. Traders lean into the weekly setup and one poster stays bullish for the rest of the year despite acknowledging the market's indecisive tape.

Workday, Inc.$WDAY

Software - Application

$190.81-2.96%

1Y-16.2%

204 posts1.1×

Mixed sentiment

Traders debate whether Workday's recovery has a golden-stamp behind it or whether AI is a lasting threat to front- and back-office platforms, watching a bull-flag setup against gap-downs alongside CRM as the market decides.

Datadog, Inc.$DDOG

Software - Application

$247.11-7.19%

1Y+63.5%

649 posts1.5×

Bullish sentiment

Sentiment is bullish on a Datadog technical setup — Elliott-wave bulls note wave 4 completed around $200 with wave 5 of (3) now running toward the 1.272 at $433.47, and the stock reclaimed the 10-week line to form the right side of a new cup base ($292.72 pivot). DDOG is already up 19% since the wave-4 call. The crowd ranks it among the market's top 10 momentum names of the week.

Adobe Inc.$ADBE

Software - Application

$245.2-2.57%

1Y-25.5%

884 posts1×

Mixed sentiment

Adobe posters are torn heading into earnings, with the stock down ~26% YTD and options pricing an 8% move. Bulls lean on Michael Burry going long, AI-first ARR tripling past $500M, and a forward P/E of ~11 as evidence the Canva/Figma bear case is fully priced. Bears counter with OpenAI cutting Adobe out of ChatGPT ad slots and users defecting to cheaper AI tools; a large tranche of the chatter is trader-journal posts staking levels around $250 support and $268 reclaim.

Strategy Inc$MSTR

Software - Application

$136.83-9.56%

1Y-51.8%

4,319 posts1×

Bullish sentiment

Sentiment is bullish — Strategy reclaimed the 200-day SMA for the first time in nearly a year, Saylor added more bitcoin, and the cash/debt split (~$6.1B vs $6.7B) is being pitched as proof the "overleveraged" narrative is wrong. The dominant frame is "MSTR plus ASST, not either/or." A measured voice warns the room to take profits in the $400-600 band rather than chase a $1,000 cycle call.

NICE Ltd.$NICE

Software - Application

$112.165-2.39%

1Y-12.6%

42 posts1×

PendingInsufficient posts on X for reliable sentiment analysis.

UiPath Inc.$PATH

Software - Infrastructure

$12.85-6.27%

1Y-19.3%

524 posts1×

Mixed sentiment

UiPath's tape is genuinely torn after Q2. Bulls emphasize NRR at 109%, four straight GAAP profitable quarters, 18 of the top 20 quarterly deals including AI/platform capabilities at 4-6x historical size, and management calling 12.5% ARR growth "not good enough." Bears note the stock down 26% in a week, ARR deceleration, and Maestro monetization not yet in the numbers. The September 22 Investor Day is the checkpoint everyone in the thread is watching.

DocuSign, Inc.$DOCU

Software - Application

$74.65-3.70%

1Y+11.2%

103 posts1×

Bullish sentiment

DocuSign is bullish on X — shares higher post-earnings, $339K into $67 calls expiring this Friday, and Trade Thesis Room framed 'AI will displace DocuSign' as wrong bear thesis. CFO on CNBC discussing results; recommendation position on for some time.

Intuit Inc.$INTU

Software - Application

$325.15-1.52%

1Y-49.7%

294 posts1×

Bearish sentiment

Sentiment is bearish — Intuit is the worst performer in the Nasdaq 100 YTD at -58%, down another 8.5-9.1% this week, with investors doubting whether current revenue and cash growth continue. Trump's latest disclosure showing $1-5M in INTU buys is the lone bull signal; bulls lean on FCF yield and Joel Greenblatt's Magic Formula. The dominant mood is "big weekly drops don't automatically mean bargains."

HubSpot, Inc.$HUBS

Software - Application

$230.94-3.34%

1Y-46.6%

130 posts0.9×

Bullish sentiment

HubSpot is a software-leadership favorite. $3.45B revenue growing 20% YoY at 83.8% gross margin, just turned GAAP profitable, pivoting hard into AI. Leaps called free and paid off; the setup is on priority watchlists as one of four software long-term watchlist picks alongside ADBE.

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