DA Davidson analyst William Jellison keeps a Buy rating and $36 price target on Phreesia (PHR) while naming the company the firm’s 2025 top pick in Vertical Software. The stock remains “poorly ...

To observe the hits that AI fears have dealt software-related loans recently, it can be helpful to split the sector into four ...

Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look ...

The first quarter earnings results for the vertical software industry group is tracking “lightly better than expected” and it has shown in some guidance raises and outlooks largely unchanged for the ...

Forbes contributors publish independent expert analyses and insights. I am an MIT Senior Fellow & Lecturer, 5x-founder & VC investing in AI In thinking about applied AI in the business world, we have ...

Vertical software firms are seen as resilient amid AI disruption, according to RBC Capital Markets. These firms benefit from deep expertise and regulatory knowledge, making them more resilient. RBC ...

Highly specialized software has emerged as a “safe harbor” in Europe amid the rising tide of AI disruption, according to André François-Poncet, partner at Partech, as investors flock to assets that ...

Let’s dig into the relative performance of Toast (NYSE:TOST) and its peers as we unravel the now-completed Q4 vertical ...