Bentley Systems, Qualys, and SoundHound AI Stocks Jump After Analyst Upgrades

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Summary · why it matters

Bentley Systems, Qualys, and SoundHound AI shares rose sharply in afternoon trading after Guggenheim analyst John DiFucci upgraded Salesforce and ServiceNow to Buy, arguing that AI-disruption fears had pushed valuations too low. DiFucci, a noted skeptic, said he was not upgrading because of AI benefits, calling near-term AI monetization unlikely and risks very real, but that the darkest scenario was already priced in. The upgrades lifted the broader enterprise software group, with Bentley Systems up 6.4%, Qualys up 7.4%, and SoundHound AI up 5.5%. Qualys also benefited from a recent JPMorgan upgrade to Neutral from Underweight with a price target increase to $139 from $87, citing growth in vulnerability management.

Impact on assets 6

Artificial Intelligence▲ · 3 stocks
Salesforce.com Inc
CRM
▲ PositiveCapitalrelevance

Guggenheim analyst John DiFucci upgraded Salesforce to Buy, arguing AI-disruption fears are overblown.

ServiceNow Inc
NOW
▲ PositiveCapitalrelevance

Guggenheim analyst John DiFucci upgraded ServiceNow to Buy, arguing AI-disruption fears are overblown.

SoundHound AI Inc
SOUN
▲ PositiveCapitalrelevance

Guggenheim analyst upgrades lifted enterprise software group including SoundHound AI.

Cloud & Digital Infrastructure▲ · 2 stocks
Bentley Systems Inc
BSY
▲ PositiveCapitalrelevance

Guggenheim analyst upgrades Salesforce and ServiceNow, lifting enterprise software group including Bentley Systems.

Cybersecurity & Digital Trust▲ · 1 stocks
Qualys Inc
QLYS
▲ PositiveCapitalrelevance

Guggenheim analyst upgrades lifted enterprise software group, and JPMorgan upgraded Qualys to Neutral with higher price target.

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