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Source document· November 10, 2025

5 AI-Powered Internet Software Giants to Power Your Portfolio in 2026

View original at finance.yahoo.com
5 AI-Powered Internet Software Giants to Power Your Portfolio in 2026 The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments…
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What we drew from this source

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  • Atlassian has expected revenue and earnings growth rate of 20.8% and 27.7% respectively for current year ending June 2026

    80% confidence

  • Palantir Technologies has expected revenue and earnings growth rate of 41.1% and 43% respectively for next year

    80% confidence

  • Cloud analytics market projected to expand from $35.39 billion in 2024 to $130.63 billion by 2030, reflecting a 25.5% CAGR

    80% confidence

  • Internet Software industry is ranked in top 28% of Zacks Industry Rank and expected to outperform the market over the next three to six months

    80% confidence

  • Zacks Consensus Estimate for Zoom's next year earnings improved 3.9% in the last 60 days

    80% confidence

  • Snowflake has expected revenue and earnings growth rate of 22.3% and 33.9% respectively for next year ending January 2027

    80% confidence

  • Zoom Communications has expected revenue and earnings growth rate of 3% and 0.1% respectively for next year ending January 2027

    80% confidence

  • Zacks Consensus Estimate for Atlassian's current year earnings improved 0.6% in the last seven days

    80% confidence

  • Datadog has expected revenue and earnings growth rate of 19% and 15.4% respectively for next year

    80% confidence

  • Zacks Consensus Estimate for Snowflake's next year earnings improved 4% in the last 60 days

    80% confidence

  • Zacks Consensus Estimate for Datadog's next year earnings improved 0.9% in the last seven days

    80% confidence

  • Zacks Consensus Estimate for Palantir's next year earnings improved 20.9% in the last seven days

    80% confidence

Data points we hold from this source

Snowflake Inc. · earnings growth forecast33.9 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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5 AI-Powered Internet Software Giants to Power Your Portfolio in 2026 — Source | Via News | Via News