Three Companies Achieve Best Monthly Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Source: Benzinga
- Outstanding Performance: Sandisk Corp. surged over 150% in January 2026, marking its best month since its IPO in February 2025, driven by quarterly earnings that exceeded Wall Street expectations and booming AI data center demand tightening storage supply.
- Rising Nuclear Demand: Cameco Corp. advanced 37%, supported by analyst upgrades to earnings forecasts and price targets, reflecting optimistic expectations for long-term nuclear demand amid rising uranium prices and renewed policy support.
- Defense Giant Breakthrough: Lockheed Martin Corp. jumped 30%, achieving its best monthly performance since its 1995 debut, as investors focused on upbeat 2026 financial guidance and a new missile contract with the U.S. Department of Defense despite narrowly missing quarterly earnings estimates.
- Software Sector Decline: The software sector faced historic declines in January, with five major companies logging their worst monthly performances, largely due to AI-driven demand reshaping and a reassessment of business models across the industry.
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Analyst Views on BRZE
Wall Street analysts forecast BRZE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRZE is 45.00 USD with a low forecast of 38.00 USD and a high forecast of 53.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
16 Buy
0 Hold
0 Sell
Strong Buy
Current: 21.810
Low
38.00
Averages
45.00
High
53.00
Current: 21.810
Low
38.00
Averages
45.00
High
53.00
About BRZE
Braze, Inc. provides a customer engagement platform that enables brands to be engaging. The Company’s platform allows any marketer to collect and take action on any amount of data from any source, so they can engage with customers in real time, across channels from one platform. From cross-channel messaging and journey orchestration to artificial intelligence (Al)-powered experimentation and optimization, its platform enables companies to build and maintain engaging relationships with their customers. The Company’s platform produces data that informs decisions and actions across customer engagement strategies. It supports interactions across both in-product and out-of-product messaging channels. Braze Cloud Data Ingestion allows its customers to set up a direct connection between their data warehouses or platforms and Braze to automatically sync relevant data. The Company’s portfolio also includes OfferFit, an AI decisioning company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Three Companies Achieve Best Monthly Performance
- Outstanding Performance: Sandisk Corp. surged over 150% in January 2026, marking its best month since its IPO in February 2025, driven by quarterly earnings that exceeded Wall Street expectations and booming AI data center demand tightening storage supply.
- Rising Nuclear Demand: Cameco Corp. advanced 37%, supported by analyst upgrades to earnings forecasts and price targets, reflecting optimistic expectations for long-term nuclear demand amid rising uranium prices and renewed policy support.
- Defense Giant Breakthrough: Lockheed Martin Corp. jumped 30%, achieving its best monthly performance since its 1995 debut, as investors focused on upbeat 2026 financial guidance and a new missile contract with the U.S. Department of Defense despite narrowly missing quarterly earnings estimates.
- Software Sector Decline: The software sector faced historic declines in January, with five major companies logging their worst monthly performances, largely due to AI-driven demand reshaping and a reassessment of business models across the industry.
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Salesforce CEO Marc Benioff Warns of AI Threats as Stock Drops 14%
- Market Decline: The WisdomTree Cloud Computing Fund has dropped over 8% this year, with major software firms like Salesforce, ServiceNow, and Adobe seeing stock declines exceeding 14%, indicating heightened market concerns that could trigger a wave of acquisitions.
- AI Competitive Pressure: The launch of Anthropic's AI tool Cowork aimed at enterprise customers has shaken investor confidence in software vendors, raising fears that AI could replace critical functions traditionally handled by software, prompting mid-sized firms to seek financing options to navigate these challenges.
- Acquisition Opportunities: Thoma Bravo co-founder Orlando Bravo highlighted that now presents incredible buying opportunities, particularly for companies developing AI solutions that integrate with existing systems, reflecting strong market demand for AI integration.
- Strategic Adjustments: Analyst Rishi Jaluria noted that the recent pullback in software stocks may force certain companies to explore strategic alternatives, especially those lacking effective AI integration, suggesting that future deals will need compelling AI angles to attract investor interest.
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