KEDI US AI Software Index
Gateway to companies transforming industries with AI software.
Sentiment Summary
Recent Events
2026 Annual Meeting of Stockholders to be held virtually on 2026-06-17. Medium importance due to ≥5% price impact scheduled.
Adobe's Q2 2026 earnings release, which typically results in a medium price impact of 5%, is scheduled.
Medium importance is estimated as investor days often provide significant strategic updates for the Cloudflare Investor Day on June 9, 2026, scheduled.
Q1 fiscal 2027 earnings release scheduled for 2026-06-09. Analysts forecast EPS of $1.07. Low importance due to ≥1% price impact forecasted.
Salesforce is scheduled to release its first-quarter fiscal 2027 financial results on 2026-05-27 after the market close. This scheduled release is estimated to have at least a 1% price impact scheduled.
Snowflake's Q1 2027 earnings release, with low importance estimated due to typical 1-5% price movements for standard quarterly reports, is scheduled.
Quarterly dividend ex-date of $0.91 per share on 2026-05-21. The dividend was declared on March 10, 2026, and is payable on June 11, 2026.
Palo Alto Networks is scheduled to announce its Q3 2026 earnings results on 2026-05-19. Analysts forecast EPS of around $0.79-$0.81 forecasted. Neutral impact is estimated as the market awaits actual performance against these estimates.
Datadog is scheduled to report its Q1 2026 financial results on May 7, 2026; high importance is estimated due to expected earnings volatility scheduled.
Cloudflare will report its financial results for the first quarter of 2026 on May 7, 2026, scheduled. High importance is estimated due to historical high volatility during earnings releases. Analysts forecast EPS of $0.23 and revenue of $622.81 million, forecasted.
Fortinet is scheduled to announce its Q1 2026 financial results after the market closes on May 6, 2026. Analysts forecast EPS of $0.62 and revenue of $1.7318 billion, while the company's guidance is for EPS between $0.59-$0.63. High importance is estimated as earnings releases for cybersecurity firms often result in price movements exceeding 10%. This event is scheduled.
AppLovin is scheduled to announce its financial results for the first quarter of 2026 after the market closes on May 6, 2026. Analysts forecast revenue of approximately $1.77 billion and EPS of $3.40. Medium importance is estimated based on historical earnings volatility, scheduled.
The ex-dividend date for a proposed dividend of €2.50 per share for the fiscal year 2025 is scheduled for May 6, 2026, following the Annual General Meeting on May 5, 2026. This event is estimated to have a low price impact as dividends are typically anticipated by the market scheduled.
Palantir is scheduled to release its Q1 2026 earnings results on May 4, 2026, after the close of U.S. markets. Options markets are pricing in a potential post-earnings stock move of over 10%, expected.
ServiceNow will host its Financial Analyst Day on May 4, 2026, where executives are scheduled to provide financial updates and showcase capabilities for AI-driven workflows and platform innovation; this routine event is estimated to have a low impact scheduled
Roblox reported Q1 2026 results on April 30, 2026; EPS of -$0.29 beat estimates, but DAU (132M) and engagement (31B hours) missed expectations while bookings ($1.73B) were in line. Misses in key growth metrics for high-volatility tech stocks typically cause a price impact of ≥10%; expected.
Announced the integration of Anthropic's Claude Opus 4.7 AI model across the CrowdStrike Falcon platform on 2026-04-30 to enhance AI-powered vulnerability discovery and remediation. Medium importance due to ≥5% price impact expected.
Palo Alto Networks announced its intent to acquire Portkey, a company specializing in AI gateway technology, on 2026-04-30, with the deal expected to close in the fourth quarter of fiscal 2026 expected. Positive impact is estimated as the acquisition strengthens its AI security portfolio.
Salesforce announced Agentforce Operations on 2026-04-29, a new product for automating back-office tasks. New product launches generally have a low immediate impact on stock price of at least 1%.
Microsoft reported Q3 2026 earnings on 2026-04-29 with revenue of $82.9 billion and EPS of $4.27, beating analyst expectations. However, Q4 guidance was slightly below forecasts and the company announced a significant increase in planned 2026 capital expenditures, leading to a minor stock price decline in after-hours trading.
On April 27, 2026, it was announced that Oracle partnered with Bloom Energy to power its 'Project Jupiter' AI data center in New Mexico using fuel cell technology.