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AI Short '26: AI-Obsolete Software
15 tickers · $920.80B total market cap
Group: AI Short
AI Short '26: AI-Obsolete Software tracks 15 publicly listed stocks in this theme. Sample tickers: ADBE, ADSK, BRZE, CRM, DDOG, HUBS, MNDY, NOW, PAR, RPD, SAP, SPGI, and 3 more. Use the table below for the full list.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
SAP SESAP | 04/23/2026 (AMC) | 04/23/2026 (AMC) | 0.41% | 0.71% | -18.80% | 2.02% | $203.47B | 6.6667 |
Salesforce, Inc.CRM | 02/25/2026 (AMC) | 05/27/2026 (AMC) | 1.59% | — | -10.05% | — | $170.50B | 6.6667 |
S&P Global Inc.SPGI | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -12.03% | -0.92% | 11.89% | -5.26% | $123.55B | 6.6667 |
ServiceNow, Inc.NOW | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -9.73% | -15.34% | -11.91% | 20.11% | $106.66B | 6.6667 |
Adobe Inc.ADBE | 03/12/2026 (AMC) | 06/11/2026 (AMC) | -7.58% | — | 2.27% | — | $103.33B | 6.6667 |
Datadog, Inc.DDOG | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 11.68% | 39.28% | 12.86% | 7.49% | $74.33B | 6.6667 |
Autodesk, Inc.ADSK | 02/26/2026 (AMC) | 05/28/2026 (AMC) | 5.32% | — | -0.70% | — | $51.41B | 6.6667 |
Workday, Inc.WDAY | 02/24/2026 (AMC) | 05/21/2026 (AMC) | 6.82% | — | -2.86% | — | $34.17B | 6.6667 |
Atlassian CorporationTEAM | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -3.75% | 26.09% | -27.59% | -2.54% | $23.49B | 6.6667 |
Unity Software Inc.U | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -12.75% | 3.23% | 43.09% | -6.96% | $11.70B | 6.6667 |
HubSpot, Inc.HUBS | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 16.49% | -16.08% | -0.05% | 5.50% | $10.68B | 6.6667 |
monday.com Ltd.MNDY | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -24.38% | -0.11% | -2.75% | 8.36% | $4.02B | 6.6667 |
Braze, Inc.BRZE | 03/24/2026 | 05/27/2026 | 29.36% | — | 0.74% | — | $2.45B | 6.6667 |
PAR Technology CorporationPAR | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -27.03% | 3.97% | -8.54% | 2.15% | $577.4M | 6.6667 |
Rapid7, Inc.RPD | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -31.76% | 1.23% | -5.78% | 5.94% | $449.8M | 6.6667 |
| Average | -3.82% | 4.21% | -1.21% | 3.68% | $61.39B | 6.6667 | ||
| Median | -3.75% | 0.97% | -2.75% | 3.83% | $34.17B | 6.6667 | ||
| Std Dev | 16.20% | 16.03% | 15.55% | 7.43% | $63.99B | 0.0% | ||
| Min | -31.76% | -16.08% | -27.59% | -6.96% | $449.8M | 6.6667 | ||
| Max | 29.36% | 39.28% | 43.09% | 20.11% | $203.47B | 6.6667 | ||
| % Positive Tickers | 46.67% | 60.00% | 33.33% | 70.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.