Showed positive movement with gains of 5.7%.

Market currently rotating capital out of software into hard AI infrastructure.

Criticized for regurgitating AI rhetoric while delivering significantly lower growth (20%) compared to Palantir.

Identified as a legacy SaaS incumbent at risk if it cannot prove AI-driven operating leverage against new AI-native replatforming threats.

Impacted by the general market pivot away from software toward AI infrastructure.

Beneficiary of a rotation from semiconductors into undervalued software names.

High customer retention makes recent sell-off look attractive; needs to hold $85 to maintain recovery.

Legacy SaaS model threatened by AI agents that can build custom internal tools at lower costs.

Stock dropped 13% after hours despite 22% growth due to minor regional headwinds and precarious software sentiment.

Positioned as a legacy SaaS company that owns the data schemas required for AI agents to function.