Agentic AI & Enterprise Software stocks on X

Agentic AI & Enterprise Software stocks trending on X

Top stocks by X chatter

Elastic N.V.$ESTCRising on

Software - Application

$93.99-3.65%

1Y+14.6%

85 posts+22%

Bullish sentiment

Sentiment is emphatically bullish following an earnings beat that had Elastic +17-25% after-hours, with posters flagging revenue of $478M, adj EPS of $0.70, cRPO up 21% and a raised FY27 guide. Bulls call it a "GOD CANDLE" and note "Growth holding at 15% while margins expand is a rare combo in software right now". The one substantive caveat: total revenue growth "remains stubbornly stable at 15%", dragged by a "dying Monthly Elastic Cloud segment".

Proven numbers

Elastic N.V. provides Elasticsearch and related observability, search, and security software — the specific pure-play on enterprise-AI retrieval-augmented generation (RAG) and unstructured-data search. The Aug 27 Q1 print delivered a 20% one-day pop as the AI-thesis validated with real numbers. • The Q1 print was the moment: EPS of $0.70 beat the $0.58 consensus by 20%, revenue grew 16% year-over-year to $451M, cRPO (current remaining performance obligation) grew 21%, cloud revenue grew 20%, and adjusted free cash flow hit $143M at a 30% margin — the compounder profile is fully intact. • The enterprise-AI narrative is validating: bulls frame the print as validation of the enterprise-AI thesis (unstructured retrieval, RAG builder, observability) — Elastic is positioned as the underlying search-and-retrieval layer for enterprise AI agents, which is a genuinely differentiated positioning. • The valuation is undemanding for the profile: at 17.5x trailing earnings and roughly 24x FY27 EPS (rising to $4.19) with a 5% free-cash-flow yield, ESTC trades cheap for an accelerating enterprise-SaaS name — the reclaim above the $83 breakout is being framed as a clean entry with call flow tripling overnight. • Insider tape is functionally absent (zero reported events) but a non-executive director notified the board she won't stand for re-appointment at October 2026 AGM — a modest board-transition event, not a governance concern; the specific tape action confirms institutional buying at the highs. The path if the run continues is a Nov 19 Q2 print keeping cRPO growth above +20% plus continued cloud-revenue acceleration — the tape earns its next leg beyond $100 and the enterprise-AI-retrieval thesis locks in. What breaks the setup is a Q2 that shows cloud growth decelerating or a specific competitive win by a hyperscaler-native search product; that's when a stock at 88% of the 52-week range gives back to the 50-day support 32% below spot as the beat cadence gets absorbed.

Okta, Inc.$OKTARising on

Software - Infrastructure

$169.885-1.82%

1Y+93.3%

266 posts+12%

Bullish sentiment

Sentiment is loudly bullish following a nearly 29% one-day earnings pop, with posters citing a $1.05 EPS beat versus $0.97, cRPO acceleration to 14% and 27 separate price-target increases documented within hours. The narrative is that identity-and-access is being repriced as an AI beneficiary, with newer products driving roughly 30% of bookings. A handful of posts note the stock's history as a long-term laggard and warn about chasing extension, but the dominant read is that Okta led a full cybersecurity leadership rotation.

Proven numbers

Okta is the leading enterprise identity-and-access-management (IAM) platform — the sign-on, MFA and workforce-identity layer that sits in front of nearly every SaaS application. The stock had been a long-term laggard until the Aug 26 Q2 print delivered a 29% one-day pop and turned the tape 18% above the 50-day. • The Q2 print was the moment: EPS of $1.05 beat the $0.97 consensus by 9%, cRPO growth accelerated to 14% (up from prior 11-12%), and the last four EPS prints all beat by 6-9% — the beat cadence had been there, but the Q2 acceleration is what convinced the market. • The AI-cycle story is now the framing: the newer product portfolio (Workforce Identity Cloud additions, agent-identity extensions) is now driving roughly 30% of bookings, and the pitch that AI creates 'about 90 new identities per worker' has become the sell-side narrative for repricing Okta as an AI beneficiary. • The valuation is fair rather than cheap: at 85x trailing earnings and 21x FY27 EPS ($3.85 consensus), this trades as a re-rating SaaS name — the FY29 estimate of $4.83 implies ongoing 15%+ EPS growth, which the current 12% revenue growth doesn't fully bridge without margin expansion. • 27 sell-side price-target increases documented within hours of the print is the mechanical flow that sustains the pop — the tape is at 92% of its 52-week range and 67% above the 200-day, so the risk is now consensus rather than a leading indicator. The path if the run continues is a Dec 1 Q3 print keeping cRPO growth above 14% plus continued newer-product ACV mix expansion — the tape earns another leg and the identity-security narrative locks in. What breaks the setup is a Q3 that shows cRPO decelerating back to 10-12% or a security-incident headline that would remind holders IAM has occasional trust events; that's when a 79% one-year run gives back to at least the 50-day support.

HubSpot, Inc.$HUBSStrong Fundamentals

Software - Application

$257.78-1.37%

1Y-44.6%

81 posts+3%

Bullish sentiment

The stance is strongly bullish, framed as an AI-era defense of scaled SaaS. Posters argue that "if AI agents need a 'System of Record' to actually do work, HubSpot is that record for the entire SMB/Mid market," reinforced by Salesforce's print and reminders of Google's $34B acquisition attempt. Traders flag a "bottoming base" and "tight consolidation above a key support area," with a $233-$236 entry that already triggered an ~8% follow-through.

Proven numbers

HubSpot is the leading CRM and marketing-automation platform for SMBs — a Rule-of-40 compounder that got hit hard by AI-disruption fears despite continued strong operating execution. The setup is a real-business quality name coiled around a specific institutional-add catalyst. • The core operating trajectory is strong: Q1 revenue grew 23.4% YoY to $881M at a 83% gross margin, Q2 EPS beat at $3.26 vs $3.02 consensus (a ~8% beat), and the sell side models FY26 EPS at ~$13.10 rising to ~$18.72 in 2028 — a real mid-teens EPS growth compounder with 6.5% FCF yield underpinning. • The strategic tape is refreshingly loud: Bank of New York Mellon acquired 252,978 shares in late August, Algert Global bought 45,080 shares, and director Gerald Dischler made a $200K open-market P-Purchase on August 10 (fresh from his appointment) — three separate institutional/insider signals against the AI-disruption fear narrative. • The Google $34B bid history is the strategic-optionality anchor: Google's prior $34B bid to buy HubSpot invalidates the "AI will kill CRM" narrative that has weighed on the multiple, and long-term targets of $1,400 in the crowd (aspirational) reflect the recovery-plus-optionality frame — insider selling in the sample (Halligan director $1.87M on August 18) is worth pricing but not conviction-leaving. The setup is a real-business quality CRM compounder coiled with a specific director-buy and institutional-accumulation signal — the November 4 Q3 print is the referee, and the market needs continued 20%+ revenue growth plus updated AI-agent monetization color. A clean beat plus visible AI-agent revenue disclosure breaks the coil up toward $340; a growth deceleration below 15% or a soft AI-Copilot commentary cools the tape from current levels.

Datadog, Inc.$DDOGStrong Fundamentals

Software - Application

$233.85-1.35%

1Y+76.0%

244 posts+4%

Bullish sentiment

Sentiment leans bullish around The Information's disclosure that Palo Alto's Nikesh Arora pitched a Datadog merger in 2025 that CEO Olivier Pomel wasn't receptive to — traders frame that as a floor and note Datadog has 'roughly doubled' since. Analyst target lists ($110 to $200) and Elliott-Wave charts reinforce the bid. Pushback centers on OpenAI 'shifting parts of its log workload from $DDOG' to ClickHouse and SaaS-valuation gripes calling names 'way too expensive.'

monday.com Ltd.$MNDYStrong Fundamentals

Software - Application

$98.326-2.78%

1Y-46.0%

45 posts0%

Bullish sentiment

Traders lean bullish on the chart. Multiple posts flag Monday.com as an attractive long setup contingent on IGV holding bid, with a series of higher lows, a break through $100 targeting $109, and 9/18 $100 calls being taken. One trimmer reports +70% and expects $105+; a more cautious voice asks whether 'the deep stage 4' is ending near $93 with a possible gap-fill up near $240.

GitLab Inc.$GTLB

Software - Application

$45.764-1.67%

1Y-2.4%

102 posts-7%

Bullish sentiment

Bullish conviction runs high into next week's earnings, with a "really clean setup" bull flag and one investor up 60% on the position. Users argue the "SaaSpocalypse is dead" as Salesforce's print and Anthropic partnership lift software broadly, and point to the CEO's focus on the new consumption metric CRR as a forward tell. Over 15M shares still short and $296K stacked in January $50 calls, as one user calls it their "highest conviction stock."

Strategy Inc$MSTR

Software - Application

$128.13-3.62%

1Y-61.1%

7,002 posts+7%

Bullish sentiment

Mood is bullish but louder and more contested than the tape suggests. Bulls trumpet Strategy raising "$2.01 billion by selling 18.26 million $MSTR shares," a Canaccord PT "raised to $175 from $130," and 840,447 BTC (roughly "4% of Total BTC Supply") with net leverage near zero. Bears hammer the "worst capital structure on the planet" dilution story and a "death spiral" thesis, while a rival camp argues Strive's $ASST "is clearly outperforming" MSTR.

Microsoft Corporation$MSFT

Software - Infrastructure

$504.07-0.63%

1Y+0.4%

4,445 posts+9%

Bullish sentiment

Sentiment is emphatically bullish, with Microsoft "just 7% away from ATH's" after a "+30% in 30 days" rip. The catalyst mix is heavy: the first operational Vera Rubin NVL72 rack live, Azure "crossed $100B annually" growing 43%, and hyperscaler capex projected "$800B in 2026 and $1.3 trillion in 2027." Skeptics are mostly regretful "if only I did do it" laments, while options desks stack $5M put sales and "$36M $MSFT 510 Strike Calls."

ServiceNow, Inc.$NOW

Software - Application

$145.44-1.72%

1Y-18.8%

1,469 posts+5%

Bullish sentiment

Sentiment has flipped decisively bullish as ServiceNow rallies from the $85-95 "SaaS Apocalypse" lows to the $137-145 area, with posters gloating about the CEO's "best entry point that I could ever imagine" call, Trump/politician buys and BofA lifting the target to $150. Bulls anchor on Q2 subscription revenue up 24.5% YoY, RPO at $29B, ServiceNow AI crossing $1B ACV and 98% renewal rates. A vocal minority calls it overbought or "corrective," waiting for a pullback rather than shorting.

Adobe Inc.$ADBE

Software - Application

$290.126-0.91%

1Y-15.3%

592 posts+6%

Bullish sentiment

Sentiment is loudly bullish, with the dominant note being vindication — buyers who loaded near $190 during the "SaaS is dead" panic are now flexing 40-50% gains and calling the recovery only the start. Multiple posts pitch $300-plus or $500-plus price targets ahead of the September 10 earnings. Skeptics still argue AI will hollow out the business and one designer says his shop uses no Adobe software anymore.

DocuSign, Inc.$DOCU

Software - Application

$66.695+0.64%

1Y-10.5%

45 posts-2%

Bullish sentiment

Chatter is bullish on DocuSign. Rumored Silver Lake acquisition of Workday is described as a broader SaaS-cohort re-rating catalyst that pushed DOCU higher with unusual call premium into the move. Bulls note DOCU regained the 200-week moving average, an RSI buy signal already printed, and a 2-week-chart buy signal is on deck. Unusual LEAP flow includes ~$2M of Jan 2028 $77.50 calls bought and ~$2M of the corresponding puts sold — both bullish. A skeptic flags AI-generated interpretation of signable agreements as a future litigation risk.

UiPath Inc.$PATH

Software - Infrastructure

$18.355-1.69%

1Y+71.3%

463 posts+1%

Bullish sentiment

The mood is celebratory as UiPath breaks out of a multi-year base and rallies roughly 50 to 95 percent from the April lows heading into September 3 earnings. Bulls emphasize the Maestro orchestration story, a Banco Azteca deployment scaled to 8,800 processes, roughly $1.85B ARR at 23% non-GAAP operating margin, a $500M buyback, and short interest near 29% with shorts about 39% underwater. Cautious voices warn against chasing the print at stretched extension.

Salesforce, Inc.$CRM

Software - Application

$258.53+0.38%

1Y+1.9%

912 posts+19%

Bullish sentiment

Sentiment on Salesforce runs overwhelmingly bullish after a triple beat sent shares up 22%, with EPS of $5.90 crushing $3.27 estimates, AI/Data ARR at $3.9B (+210% YoY), a 15% share-count reduction, and the 'Claudeforce' Anthropic partnership. Posters declare the 'SaaSpocalypse' over and float $300+ targets. Skeptics counter that much of the EPS beat came from 'unusual items' and organic growth was only 7.5%.

Intuit Inc.$INTU

Software - Application

$352.79-1.81%

1Y-45.7%

412 posts+15%

Bearish sentiment

Intuit reads bearish after fiscal Q4: revenue beat at $4.35B, but FY27 guidance decelerated to 9%-10% growth with an EPS guide of '$22.88-$23.12 vs. $27.32 est.,' triggering a ~10% drop and downgrades from JPMorgan and BofA. TurboTax lost DIY units with 'price is now the number one reason customers leave,' and 'SaaSmageddon' and AI-displacement worries land hard. Contrarians add back stock-based comp to argue the guide is actually a beat, and flag NTM P/E near 14.5x.

PagerDuty, Inc.$PD

Software - Application

$13.941-1.41%

1Y-12.3%

22 posts+11%

Bullish sentiment

The mood on PagerDuty is decisively bullish after Q2 — revenue of $124.4M beat consensus, adjusted EPS of $0.32 vs $0.27 expected, free cash flow of $32.8M vs $17M estimate, and a 5th consecutive GAAP-profitable quarter with a $501M ARR. Shares rose over 11% intraday, and one long who first called PD a "major sleeper AI play" 6 weeks ago now marks it up over 100%. A 15% headcount cut with $5.5-7.5M restructuring charges and a fresh CEO/CFO both frame the operational reset.

Workday, Inc.$WDAY

Software - Application

$200.367+1.48%

1Y-13.7%

356 posts+1%

Mixed sentiment

The Q2 print splits the crowd — a beat on EPS and revenue with a Piper price target raise to $190 collides with a shrinking backlog that dropped shares 3-5% after hours. Bulls point to AI drove $100M+ of new ACV and management's comment that FY28 guidance excludes AI upside; bears target a $136 gap fill and note 'no special sauce.' A Silver Lake takeover rumor hovers in the background.

Palantir Technologies Inc.$PLTR

Software - Infrastructure

$184.07-1.24%

1Y+18.6%

4,022 posts+9%

Bullish sentiment

The crowd is loudly bullish as Palantir climbs back near an all-time high around $186, with posters citing 93% revenue growth, a Rule of 40 score of 155, and a William Blair note that Maven is tracking to a $1B ARR run rate. The counter-camp is anchored by Michael Burry, who added to his short and, in one poster's paraphrase, called it a "sandcastle" price that could be worth under $1 long-term; that view stays the minority against a wave of breakout and target-raise posts.

Brand Engagement Network, Inc.$BNAI

Software - Infrastructure

$11.47+1.87%

1Y+272.8%

19 posts+5%

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.

Atlassian Corporation$TEAM

Software - Application

$189.455-2.43%

1Y+12.4%

242 posts-4%

Bullish sentiment

Atlassian is one of the loudest software rotation winners — up roughly 150% in six months and 80% month-to-date, benefiting from the Salesforce-Claude partnership narrative. Elliott wave targets point to $749-913, and traders admit missing dip-buy entries as the rip caught them offside. Trump reportedly disclosed buying it on June 23 (up 110% since). Even skeptics concede the price action shows a genuine rerating.

Unity Software Inc.$U

Software - Application

$41.13-2.30%

1Y+6.8%

433 posts+1%

Bullish sentiment

Unity fans are excited about a base breakout, AI plus gaming positioning, a $1.7M block of $42 January calls, and cryptic Roaring Kitty references that have retail primed for a comeback story. The CEO reportedly called the last quarter Unity's best ever as a public company. Separately, a Primus Labs privacy protocol using the '$U' stablecoin creates a parallel crypto conversation with no obvious equity read-through.

Oracle Corporation$ORCL

Software - Infrastructure

$144.41-3.16%

1Y-33.8%

1,691 posts+8%

Mixed sentiment

Oracle is the market's cleanest bull-bear standoff right now. Bulls flag a $638B RPO backlog up 363% year over year, Citi's 90-day upside catalyst watch with a $330 target, a stock at 18x forward, and OpenAI compute demand. Bears counter with Michael Burry adding to his short at $152, Oracle's five-year CDS above 200bp, an OpenAI data-center-head departure, and claims of hidden SPV debt inflating true hyperscaler leverage.

Pegasystems Inc.$PEGA

Software - Application

$36.23-1.58%

1Y-31.5%

15 posts+8%

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.

SentinelOne, Inc.$S

Software - Infrastructure

$21.26-3.80%

1Y+24.9%

563 posts-3%

Mixed sentiment

The ticker splits between two hopeful but hedged threads. SentinelOne beat Q2 estimates with $292M revenue up 21% YoY and record RPO of $1.70B, and Baird reiterated Outperform with a $25 target, though shares slipped after hours on softer forward guidance. On the crypto side, Sonic (formerly Fantom) posters lean on new CEO Matt Visser and the V2.2 upgrade, treating the beaten-down chart as the setup for a comeback rather than proof of one.

Five9, Inc.$FIVN

Software - Application

$34.47-0.26%

1Y+31.2%

47 posts-9%

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.

MongoDB, Inc.$MDB

Software - Infrastructure

$441.1-2.71%

1Y+42.4%

155 posts-6%

Bullish sentiment

Chatter is bullish and earnings-focused ahead of Tuesday's print, with weekly options pricing "a 71 point move in either directions." Big-ticket call buying gets cited repeatedly, including a $1.5M call print and "$8.8 million into these $MDB $370 strike September calls." Chartists flag a "multi-year symmetrical triangle pattern (A-B-C-D-E)" resolving up, and one poster complains "Its insane that $MDB is not getting more hype on X... Breakout underway."

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Elastic N.V.$ESTCRising on

Software - Application

$93.99-3.65%

1Y+14.6%

85 posts+22%

Bullish sentiment

Proven numbers

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