Information Technology

Application Software

15 companies under coverage.

Coverage

Application Software

Equity Research

Adobe Systems Incorporated (ADBE)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $362, +76% vs spot. It needs the multiple to hold or expand.

ADBEEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +19%

Equity Research

Intuit Inc (INTU)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $455, +74% vs spot. It needs the multiple to hold or expand.

INTUEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +15%

Equity Research

PTC Inc (PTC)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $207, +83% vs spot. It needs the multiple to hold or expand.

PTCEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +7%

Equity Research

Autodesk Inc (ADSK)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $345, +78% vs spot. It needs the multiple to hold or expand.

ADSKEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +7%

Equity Research

Workday Inc (WDAY)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $217, +78% vs spot. It needs the multiple to hold or expand.

WDAYEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +5%

Equity Research

Palantir Technologies (PLTR)

The bull case — 'Platform Defender' (10% weight) — targets $310, +166% vs spot. It needs the multiple to hold or expand.

PLTREquity ResearchMonte Carlo

1 July 2026Rating: BUY · +4%

Equity Research

Tyler Technologies Inc (TYL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $515, +76% vs spot. It needs the multiple to hold or expand.

TYLEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +3%

Equity Research

Trimble Inc (TRMB)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $89, +75% vs spot. It needs the multiple to hold or expand.

TRMBEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · +1%

Equity Research

Fair Isaac Corporation (FICO)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,134, +79% vs spot. It needs the multiple to hold or expand.

FICOEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · 0%

Equity Research

Salesforce.com Inc (CRM)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $279, +78% vs spot. It needs the multiple to hold or expand.

CRMEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · -2%

Equity Research

Oracle Corporation (ORCL)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $265, +81% vs spot. It needs the multiple to hold or expand.

ORCLEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · -6%

Equity Research

Synopsys Inc (SNPS)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $810, +82% vs spot. It needs the multiple to hold or expand.

SNPSEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · -10%

Equity Research

Cadence Design Systems Inc (CDNS)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $674, +80% vs spot. It needs the multiple to hold or expand.

CDNSEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · -14%

Equity Research

Applovin Corp (APP)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $858, +67% vs spot. It needs the multiple to hold or expand.

APPEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · -24%

Equity Research

Datadog Inc (DDOG)

The bull case — 'Bull — Re-Rate' (8% weight) — targets $491, +89% vs spot. It needs the multiple to hold or expand.

DDOGEquity ResearchMonte Carlo

1 July 2026Rating: HOLD · -30%