Jeff Epstein

October 17, 2026

Twilio Shares Fall as S&P 500 Top Loser. Twilio stock dropped significantly, becoming the top loser in the S&P 500 index. This decline occurred alongside other software and cloud companies like CrowdStrike and MongoDB. While the stock price fell, some analysts remain optimistic, with one firm recently raising its price target to $315.

October 17, 2026

ADSK Growth Trajectory and Market Pullback in Focus. Recent news highlights Autodesk's market pullback and debates over whether it remains a top play on fast software growth. Articles compare its cloud and AI investments to peers like Adobe and PTC, questioning future earnings acceleration. This divided outlook is reflected in analyst targets spanning $215.00 to $375.00, as the stock trades within its $185.50 to $320.00 range.

October 17, 2026

Okta Faces Mixed News as Cybersecurity Sector Slides. Recent headlines show Okta’s stock joining a broader decline in cybersecurity shares after a vulnerability at a peer raised sector concerns. At the same time, the IETF is moving forward with standards for the identity layer that vendors like Okta already provide. Citi kept its rating neutral and lifted its price target to $215, reflecting a view of continued demand despite the sell‑off. The company’s RSI sits near the mid‑range and it is trading close to a long‑standing support level.

October 11, 2026

AvePoint Reports 27% ARR Growth, Margins Stay Soft. AvePoint said its annual recurring revenue grew 27% in the latest quarter, a strong sign of customer demand. However, the company’s adjusted margins did not rise in line with revenue, raising questions about cost control. New analyst coverage from BMO and a Lockheed Martin analyst has highlighted the company’s AI initiatives and set a price target of $17, reflecting optimism about its long‑term cash flow potential.