--- title: "U.S. stock market update: Guidewire Software up 9.67%, driven by moderate buy rating from analysts and expectations of AI innovation" type: "News" locale: "en" url: "https://longbridge.com/en/news/293965424.md" description: "Guidewire Software rose 9.67%; Palantir Tech rose 6.99%, with a transaction volume of $3.354 billion; AppLovin rose 5.15%, with a transaction volume of $1.57 billion; Salesforce rose 7.74%, with a transaction volume of $1.421 billion; SAP rose 8.08%, with a market value of $201.9 billion" datetime: "2026-07-27T19:03:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293965424.md) - [en](https://longbridge.com/en/news/293965424.md) - [zh-HK](https://longbridge.com/zh-HK/news/293965424.md) generator: "portal-rs" --- # U.S. stock market update: Guidewire Software up 9.67%, driven by moderate buy rating from analysts and expectations of AI innovation **U.S. Stock Market Midday Update** Guidewire Software rose 9.67%. Based on recent key news: 1. On July 27, Guidewire Software received a moderate buy rating from analysts, although it was not included in the top recommended stocks list. Analysts believe that Guidewire Software's growth potential is limited, leading to adjustments in market expectations for its future performance, resulting in a rise in stock price. 2. On July 27, an analysis by Simply Wall St pointed out that Guidewire Software's early innovations in machine learning, automation, and data intelligence have strong growth potential. The analysis emphasized the company's long-term development prospects in these areas, attracting investor attention and driving up the stock price. The technology industry is driven by innovation, with significant capital inflows. **Stocks with High Trading Volume in the Industry** Palantir Tech rose 6.99%. Based on recent key news: 1. On July 27, Oppenheimer reiterated its outperform rating on Palantir with a target price of $200, driving up the stock price. Analysts believe the company will capture the growth in AI demand through innovation, resulting in a 3.2% increase in stock price. Source: MT Newswires 2. On July 27, analysts pointed out that Palantir's 38.3 times expected sales valuation is unsustainable under current AI market conditions, and it may face risks of AI capital expenditure fatigue and EU technological protectionism. Source: Benzinga 3. On July 27, Michael Burry maintained his short position on Palantir, reflecting skepticism about the AI infrastructure investment boom and suggesting a systemic overvaluation risk. Source: Wall Street Insight. Competition in the AI industry is intensifying, and valuation pressures are emerging. AppLovin rose 5.15%. Based on recent news: 1. On July 26, AppLovin's trading volume significantly increased to $1.57 billion, indicating strong market interest and active participation from investors. 2. On July 26, although analysts rated AppLovin as "moderate buy," the market remains optimistic about its future performance, driving up the stock price. 3. On July 26, a report from Market Beat indicated that although AppLovin was not included in the top five stocks recommended by analysts, its performance still exceeded expectations, attracting more investor attention. Market interest in tech stocks has increased, driving up the stock price. Science Applications International Corporation (SAIC) rose 7.74%. Based on recent key news: 1. On July 28, SAIC secured a $1.6 billion three-year contract from the U.S. Department of Veterans Affairs, driving up the stock price. This contract will utilize SAIC's CRM technology platform and AI technology to modernize veterans' healthcare benefits and service support systems, integrating dispersed data and streamlining processes to provide more personalized and efficient services to approximately 17.9 million veterans Analysts expect the company's second-quarter performance to be strong, maintaining a consensus buy rating with an average target price of $238.43. Source: Zhitong Finance 2. On July 25, ServiceNow announced that its annual recurring revenue from the public sector has surpassed $2 billion for the first time, a year-on-year increase of 23%. Despite a general weakness in the technology sector, ServiceNow continued to rise and broke through short-term moving averages. Source: CNBC 3. On July 25, ServiceNow granted 209,429 restricted stock units as an incentive for the acquisition of Qualified and MeshMesh, continuing its strategic employee incentive plan. Source: Business Wire The technology sector is generally weak, while AI application stocks are strong. **Stocks ranked among the top in industry market capitalization** SAP rose 8.08% with increased trading volume. Based on recent key news: 1. On July 27, SAP management member Dominik Asam purchased derivatives with a transaction amount of €97.24, totaling €972,400. This move demonstrates internal confidence in the company's future prospects, driving the stock price up. 2. On July 27, BMO Capital Markets upgraded SAP's rating, raising the target price from $175 to $177, maintaining an "Outperform" rating. Other analysts have mixed views, but the overall upgrade in ratings supports the stock price. 3. On July 25, SAP's stock price surged 9.3% due to cloud business revenue growth exceeding market expectations. Strong corporate earnings resilience and improvements in macroeconomic indicators injected positive momentum into the market. 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