Agentic AI & Enterprise Software stocks on X

Agentic AI & Enterprise Software stocks trending on X

Top stocks by X chatter

Freshworks Inc.$FRSHHot on

Software - Application

$10.89-0.55%

1Y-21.3%

646 posts+44%

PendingInsufficient posts on X for reliable sentiment analysis.

Proven numbers

Freshworks is the SMB-and-mid-market SaaS competitor to Salesforce and ServiceNow — Freshdesk (customer service), Freshsales (CRM), and Freshservice (ITSM). It's been range-bound as investors debated whether it could ever break out of the Zendesk-shaped tier. What the numbers actually show: • Growth is decent, not spectacular: Q1 revenue up 16.5% YoY to $229M, and the four-quarter growth stack is 14-18% — real growth for a mid-cap SaaS but not the exceptional numbers the multiple would deserve. • Margins are turning: gross margin 85%, operating margin -3.5% in Q1 (regression from Q4's +18%) — the operating leverage story is choppy. • The multiple is reasonable: 16x trailing earnings and 17x FY27 consensus EPS of $0.62 — priced fairly, not the growth-premium case. • Free cash flow is real: FCF yield 9% — this is a company that funds itself. • Insider action is minor: officer + director sales totaling ~$100K, plus routine F-InKind withholdings — small cluster, no distribution. • The Vanquis-Freshworks deal (June 30) is a real enterprise win worth flagging. The forward view: the August 4 Q2 print is the referee. A revenue beat with continued 15%+ growth plus a specific commentary on AI-agent adoption is what breaks the coil upward. What keeps it coiled: another sub-16% growth quarter with margin regression. What breaks it lower: a specific ServiceNow/Salesforce competitive-win in a Freshworks customer account.

GitLab Inc.$GTLBHot on

Software - Application

$32.72+3.04%

1Y-25.4%

653 posts+41%

Bullish sentiment

GitLab chatter is emphatically bullish. GTLB is now outperforming $IGV YTD after being 'existentially threatened by AI killing SDLC' - community treats this as one of the great false alarms. Bulls describe GTLB as a credibility-neutral AI-model platform with vast distribution and a bright future. Chart shows 211% RVOL close near HOD on a day when most peers closed near LOD. Community pounding-table under $25 has been vindicated; GTLB now approaching $35 with more upside argued. Options premium collectors love GTLB CC setup. Valuation gap to FROG called 'stupid.' No meaningful bear content.

Comeback attempt

GitLab is the leading pure-play alternative to GitHub for source-code hosting, CI/CD, and DevOps workflow — the platform enterprises use to build, test, and deploy software. The stock is up 15% off recent lows and now approaching $35 as the AI-replacement fear premium unwinds. • Revenue grew 23% YoY last quarter with a modest operating margin — real acceleration for a mature enterprise-SaaS name, and the operating margin trajectory suggests continued discipline. • Trades at 5.2x TTM sales with a 5% FCF yield — the multiple has room to expand as the AI-fear compression reverses; comparable enterprise-software peers still trade at higher multiples. • Chairman William Staples made an open-market purchase of $122K on July 1 — real insider signal at the current levels, especially meaningful for a small purchase from a chairman position. • CEO Sytse Sijbrandij converted all Class B to Class A on May 14 — dual-class-cleanup move that often precedes strategic activity or removes activist-target concerns. • The June restructuring/cost-reduction event (Item 2.05) and the CLO Robin Schulman resignation are one-time transition costs that clean the runway for FY27 execution. September 2 Q2 earnings is where the AI-fear premium either continues to unwind or the multiple compresses: revenue growth held above 22% plus specific AI-model-platform commentary is what confirms the setup; a soft print or fresh restructuring charges is where the tape drifts back to $28. Real credibility-neutral AI-model platform with real acceleration and real insider signal — the setup rewards continued execution.

Asana, Inc.$ASAN

Software - Application

$7.69+0.65%

1Y-45.8%

566 posts+51%

Bullish sentiment

Asana is being framed as a beaten-down software gem: curling off ATLs, close to breaking the downtrend on the weekly timeframe, net put premiums got dumped, and the flip-to-200dma-support setup gives 158% upside to the top of the wedge. The bear voice is essentially absent.

Proven numbers

Asana is the work-management SaaS platform — task-tracking, workflow automation, and increasingly AI-agent orchestration for enterprise teams. It's a classic mid-cap SaaS that has been range-bound as investors debated whether Slack + Notion + Monday would eat the category. What's changed: • Growth has stabilized in the high single digits: Q1 revenue up 9.5% YoY to $205M, and the four-quarter growth stack is 9-10% — this is a business at a real steady-state growth rate, not accelerating. • The multiple compression is now sharp: PE trailing negative, FY27 consensus EPS of $0.26, and P/S of only 2.3x — priced for a stall. • Cash generation is finally positive: FCF yield 6.3% — the operating leverage is beginning to translate. • Asana Gov achieved FedRAMP Moderate authorization (June 24) — real federal-vertical opening. • Insider action is mostly small officer sales; co-founder Justin Rosenstein gifted 2.7M shares (a gift, not a sale, but reduces his voting share). • Position confirms the reset: 22% of 52-week range and 21% below the 200-day moving average, YTD -44%, t12m -46%. The forward view: the September 2 Q2 print is the referee. A revenue beat with any hint of AI-agent revenue disclosure plus continued FCF improvement restarts the coil upward toward the community's 158%-upside-to-wedge-top target. What keeps it stuck: another 9%-growth quarter with maintenance guidance. What breaks it lower: a specific competitive-win headline for Monday.com, Notion, or Microsoft Loop in a major Asana customer account.

Five9, Inc.$FIVNRising on

Software - Application

$25.58+1.27%

1Y-3.9%

719 posts+27%

Bullish sentiment

Posts describe Five9 up nearly 15% this week and over 30% since testing the 0.618 fib, with holders delighted and a Wave 3 target of 77% in view. Bulls flag a change-of-character breakout signal and note the downtrend since 2021 is on the verge of a confirmed breakout. FIVN is also cited among software names keeping traders afloat alongside FSLY, AMPL, and DDOG.

Brand Engagement Network, Inc.$BNAIRising on

Software - Infrastructure

$11.62-3.81%

1Y+257.4%

93 posts+19%

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.

Palantir Technologies Inc.$PLTRStrong Fundamentals

Software - Infrastructure

$132.38-1.53%

1Y-10.9%

32,534 posts+25%

Bullish sentiment

Palantir chatter is broadly bullish on customer wins and category expansion. Fresh headlines: NATO is deploying Palantir AI to track Russian troop movements on the eastern flank, Rackspace launched an operating framework built on Foundry for regulated enterprises, ZETA is now partnering with PLTR to expand into ~$100B business-intelligence TAM, Tampa Hospital replaced Epic Systems' native sepsis alerting with Palantir Foundry, and Accenture-driven War Data Platform integration flags more downstream PLTR pull. Traders sniped $130 support with dark-pool confirmation. A top target list has PLTR going from $128 to $350 as SaaS re-rates on AI-token monetization economics.

HubSpot, Inc.$HUBSStrong Fundamentals

Software - Application

$224.26-0.14%

1Y-58.5%

145 posts-4%

Bullish sentiment

HubSpot participates in software rally +6% today with peers NET +9.5%, DDOG +5%, SNOW +2.8%. Fire-sale multiples with HUBS down 66% from highs alongside ADBE at 9.6x and INTU at 12x set up an attractive long-term buy zone $97.86-$185.32 with PT $1,400. Sentiment is bullish on software repricing and rally participation.

Twilio Inc.$TWLOStrong Fundamentals

Software - Infrastructure

$206.78+0.04%

1Y+69.2%

1,157 posts+3%

Bullish sentiment

Twilio ripped alongside NET on a mixed software tape while CRWD, FTNT, and PANW lagged, with traders citing a Power Earnings Gap low at prior levels acting as strong support. One trader is up 348% since 2024 with a +995% target if the thesis improves, though a potential head-and-shoulders is developing at $220 overhead supply into end-of-month earnings.

Adobe Inc.$ADBEStrong Fundamentals

Software - Application

$237.25+0.82%

1Y-35.0%

2,355 posts-3%

Bullish sentiment

Adobe chatter is contrarian bullish. ADBE is -32% YTD trading at ~10x forward P/E, ranked among the three worst Nasdaq-100 stocks in 2026 because Wall Street feared AI would disrupt Figma-adjacent tools. Bulls counter that Canva actually expanded the market rather than displacing Adobe pro tools, and cite Adobe's acquisition of Topaz Labs (AI image/video enhancement) as evidence AI is improving the business model, not destroying it. Traders describe a small pullback basing pattern with $230-232 as the next radar. Bears note declining ARR growth, sell signals on daily/4h charts, and lingering Figma/Canva competitive pressure. But the dominant framing is that ADBE is oversold at 10x forward.

UiPath Inc.$PATHStrong Fundamentals

Software - Infrastructure

$12.15+1.00%

1Y-3.0%

1,998 posts+20%

Bullish sentiment

UiPath chatter is bullish accumulation. 50M shares of PATH block trades (over half a billion dollars) hit the tape after hours - massive accumulation without moving price. On July 8 Trading Central upgraded UiPath from Neutral to Buy. Community frames PATH as well-positioned for next-phase AI adoption (agentic-AI + Enterprise automation). Chart bulls flag ending diagonal into IHS with potential to $16.30+. Weekly volume bars are described as very unusual accumulation, supporting a move toward $15. Some grievance about heavily-shorted funds running 'wash trading programs' to manipulate screeners. Community broadly long.

Intuit Inc.$INTUStrong Fundamentals

Software - Application

$291.09-1.26%

1Y-60.7%

1,204 posts+4%

Bullish sentiment

Intuit chatter is contrarian bullish. INTU is the worst-performing S&P 500 stock at -61% YTD in 2026 with the stock trading well below $300 - community frames it as 'the perfect anti-momentum stock primed for reversion.' Bulls describe INTU as being at its all-time-highs a year ago and now materially derated - a full circle setup. Retail dip-buyers are actively accumulating with statements like 'I bought so much INTU I'll be so rich next time semis are -15%.' Community sees the drawdown as a generational base. No serious bear thread beyond one 'failed breakouts are insane' technical warning.

PagerDuty, Inc.$PD

Software - Application

$10.30-3.29%

1Y-28.0%

210 posts+15%

Bullish sentiment

PagerDuty expanded its Australia footprint through an exclusive distribution agreement with Ingram Micro, strengthening regional enterprise reach. Posters group PD into a North American oilfield-services comp set alongside ESI, CFW, LBRT, TCW, and CEU as a separate equity sleeve, while a community-led DeDust update around a pd lowercase token adds parallel crypto promotion. Both threads lean positive without engaging directly with each other.

SAP SE$SAP

Software - Application

$159.04-1.61%

1Y-47.2%

271 posts+13%

Bullish sentiment

SAP chatter frames the stock as having one of the strangest moats in software—customers dislike cost, complexity and UX yet can't easily leave given multi-year data-migration risk—and argues SAP is a beneficiary of a race-to-bottom AI token price world. Bulls hold SAP alongside PLTR as the next AI value layer at the enterprise application tier, while acknowledging the ongoing bull/bear debate about whether users work through agents that increase or bypass SAP data value.

Oracle Corporation$ORCL

Software - Infrastructure

$126.48+1.83%

1Y-48.5%

14,821 posts+11%

Mixed sentiment

Oracle chatter is deeply bifurcated. Bears center on an S&P credit downgrade to BBB- tied to $157-167B of total debt against roughly negative $23B TTM free cash flow and no FCF-positive year expected before 2029, framing ORCL as the proxy short for AI/hyperscaler risk with CDS spreads ~30bps wider. Bulls counter that this is Oracle's largest drawdown since the GFC, that a $638B backlog, a 200-week MA hold and prior four tests all rebounding 20%+ set up a bounce, and unusual July 31 $147 call flow suggests smart money is positioning for a snapback. Both camps see the same setup with opposite conclusions.

Unity Software Inc.$U

Software - Application

$28.99-3.97%

1Y-11.0%

1,654 posts+23%

Bullish sentiment

Unity Software chatter is bullish. U ripped over 150% today - 'mooner of the day.' Atreides' Gavin Baker made U their #2 holding (adding 5.8M shares in latest 13F). Community frames U as the video-game platform AI winner - 'AI is not just great for video game platforms but also a positive for video ad tech.' Chart shows continuation pattern - watch for breakout. Community broadly long.

Salesforce, Inc.$CRM

Software - Application

$170.77-1.11%

1Y-33.1%

6,506 posts+1%

Mixed sentiment

Salesforce chatter is a real catalyst-driven split. KeyBanc downgraded CRM to Sector Weight from Overweight citing 'AI delays and weak customer feedback' - flagging Agentforce as not yet ready and customer data as unprepared. Contra: Guggenheim just upgraded CRM alongside NOW and Check Point, calling the 'AI kills software' narrative overdone. CRM changed reporting segments to aggregate 'Agent Force Apps' - bulls read as validation of Agentic push. Rotation-out-of-software into semis is under way: NOW -4% and CRM -4% as Meta AI-chip production news lifted MU and ALAB. Sentiment two-sided into the software rebound thesis.

Strategy Inc$MSTR

Software - Application

$94.85+0.87%

1Y-79.4%

13,524 posts-1%

Mixed sentiment

Strategy chatter is unusually split ahead of the July 30 Q2 call. The bull side leans on Phong Le's argument that treasury companies are the only way for the trillions of mandated equity/credit capital to get BTC exposure, a possible 4-day RSI bullish divergence, and the view that owning 800,000+ BTC gives Strategy a multi-decade runway. Bears note that Bitcoin has repeatedly outperformed MSTR week-over-week, mNAV has compressed to about 1.01, STRC preferred is below par at $86, MSTR sits near multi-year lows around $93-100, and the last 'large' BTC purchase was in mid-May followed by a net sale of 3,588 BTC. Bitcoin's bounce toward $64K has not resolved the debate.

ServiceNow, Inc.$NOW

Software - Application

$103.24-0.74%

1Y-46.2%

6,348 posts+3%

Bullish sentiment

ServiceNow chatter is bullish-into-earnings. NOW reports July 22, and the community is pointing to expected 100%+ EPS growth over the next two years, a technical entry zone near $107-113 that has held key support/moving averages, and 'a $300 stock trading at $107' framing. Traders describe rejections at the 0.5 Fib around $114 with bulls waiting for a re-attempt while bottom-catcher signals fire. Softer voices note NOW is still range-bound - one trader closed a swing 'measly 10% profits' and one closed near break-even - and rank NOW behind PLTR/CRM in the SaaS-rebound trade. Overall lean remains long.

VIDA Global Inc.$VIDA

Software - Application

$2.32-2.11%

1Y-6.0%

26 posts-4%

Bullish sentiment

VIDA Global insiders bought a couple million dollars of shares, with bulls citing a 'slowest short squeeze' breaking out from $3.6 to $5.2 and $5.8 resistance ahead. The bear voice is essentially absent.

DocuSign, Inc.$DOCU

Software - Application

$52.74-1.20%

1Y-30.8%

774 posts+9%

Mixed sentiment

DOCU narrative splits between AI-workflow catalyst optimism around the new Slack agentic-contract app and IAM platform positioning, versus sardonic posts mocking the stock as trapped in a wedge. A novelty US-Iran electronic signing meme adds noise. Bulls cite enterprise AI tailwinds while skeptics question execution, leaving direction unresolved.

Microsoft Corporation$MSFT

Software - Infrastructure

$393.82-1.82%

1Y-20.7%

31,307 posts+14%

Mixed sentiment

MSFT posts split cleanly into two camps ahead of the July 29 print. Bulls call the stock deeply undervalued, citing an expected 18% EPS CAGR against a 23% YTD drawdown, Ackman's $2.5B position, Morningstar's undervalued tag, and a double-bottom setup near $350; several posters note MSFT is one of the S&P's worst performers this year and treat that as opportunity. Bears counter that MSFT is on track to close under the 200-week moving average for the sixth time in months (called 'serious technical damage'), that Starbucks is building in-house AI to replace MSFT inventory tools, and that OpenAI's independence is eroding the Azure moat. Neither side is dominant.

Atlassian Corporation$TEAM

Software - Application

$93.29+1.01%

1Y-51.5%

1,163 posts+24%

Mixed sentiment

Atlassian chatter is split. Bulls see TEAM sitting at high-conviction entry after correction into strong support with enterprises still investing in workflow/productivity tools. Buy zone $54.64-103.47. Chart looks beaten down but bulls frame it as youth-company deep correction. Bears warn TEAM is 'the first SaaS company I've come across that I am worried about' - collection of apps most at risk of AI-replacement. Some traders rotated profits from TEAM into memory (SNDK/MU) and semi-cap (ASML/LRCX/AVGO). Sentiment cautiously two-sided.

BigBear.ai Holdings, Inc.$BBAI

Information Technology Services

$2.84-2.74%

1Y-59.0%

4,365 posts+4%

Bullish sentiment

BigBear.ai chatter is bullish regulatory-catalyst. BBAI's Pangiam Threat Detection platform received Dutch national approval for aviation-security screening - a national regulatory barrier competitors cannot market around. The US House Homeland Security Committee invited BBAI to brief on counter-UAS capabilities. Community members buying BBAI at $3 as a long-term position 'despite bearish headlines,' calling dilution risk already priced in. Bull targets: $BBAI $3.2 - 'must-buy for a $1M by end of 2026' list. Chart bulls describe a falling-wedge + psychological support setup with $3.37 as a break-and-close level. Community broadly long.

Datadog, Inc.$DDOG

Software - Application

$258.69-1.38%

1Y+88.2%

1,801 posts+4%

Bullish sentiment

Datadog chatter is bullish. Bulls flag a beautiful weekly base breakout with over $4.8M in positive new options flow, and describe a five-year cup-and-handle setup (2021-2026) that price is now attempting to break above - with the base measured move suggesting a violent leg higher. Traders describe a retest to all-time highs and a daily whale-momentum setup. The stock is on multiple mainstream watchlists at $251.50 alongside CRWD, STX, INTC, CSCO, AMD and DOCN. The dominant caution is Needham arguing MDB investor comparisons to $SNOW and $DDOG on AI tailwinds are 'unfair' - i.e., a note flagging DDOG's AI-monetization tailwind as already priced in.

Zoom Communications, Inc.$ZM

Software - Application

$91.13-1.93%

1Y+24.8%

1,431 posts+18%

Bullish sentiment

Zoom is described at $87 as compelling with a $26B market cap, $8B in cash (30% of cap), and $3B in Anthropic shares, implying a $15B EV or roughly 16x LTM NOPAT (10x if AI-related upside materializes). Enterprise revenue (60% of total) is growing 7% YoY at 25% GAAP EBIT margins expanding +5pp YoY, and a rounding-bottom setup targets $90 by July 17.

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GitLab Inc.$GTLBHot on

Software - Application

$32.72+3.04%

1Y-25.4%

653 posts+41%

Bullish sentiment

Comeback attempt

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