Latest Software & Apps News
Morgan Stanley Picks Top Application Software Stocks for 2026
Morgan Stanley highlights HubSpot, Wix, Amplitude, and BlackLine as top application software stocks for 2026 after a tough 2025 impacted by AI concerns. HubSpot trades at 4.5x EV/Sales with strong SMB platform growth and AI engagement upside, despite some analyst price target cuts.
Wix shows accelerated revenue and new product launches like Self-Creators for growth re-engagement.
Fashion Design Software Market to Reach $5.4B by 2035
Global fashion design and production software market hit $2.27B in 2025, projected to grow at 13.6% CAGR to $5.45B by 2035 driven by cloud SaaS adoption. Lectra forecasts SaaS revenue over €90M in 2025, enabling agile global collaboration on digital twins.
Regulations boost transparency tools, with brands like Inditex tracking 218M app users and PVH monitoring 87.5% supplier climate plans.
Indian IT Shifts from Software to AI-Driven Solutions
India's IT industry is transitioning from traditional software to AI solutions, attracting $70B in investments per Minister Ashwini Vaishnaw. Re-skilling efforts and client re-engagement position India as a global AI leader ahead of India-AI Impact Summit 2026.
Investments could double by summit end in New Delhi.
GeeLark Launches Cloud-Based Mobile Automation for Social Media
GeeLark's cloud-phone platform enables real in-app automation for TikTok, Instagram, and YouTube Shorts scaling in 2026. Integrates AI content tools like Sora and Kling for seamless creation and global campaigns without physical devices.
Shifts focus from desktop scheduling to authentic mobile behaviors for algorithm visibility.
Club Locker Releases Mobile App for Racquet Sports
Club Locker announced a mobile app on January 31, 2026, for squash and racquet sports ecosystem management. Features club discovery, player tracking, ratings, events, and tournament results; saw 1,400+ downloads shortly after launch.
Post-acquisition by Artisan Ventures, team expanded to enhance player experience.
HubSpot Emerges as SMB SaaS Leader for 2026
HubSpot maintains high-teens growth despite 55% share drop, trading at compelling 4.5x EV/Sales versus sector 5.5x. Upmarket expansion, multi-hub consolidation, and AI credit consumption offer growth runways.
Citi upholds Buy rating amid mixed analyst views.
Wix Accelerates Growth with Base44 and New Products
Wix delivered revenue beats but saw 50% EV/NTM FCF multiple compression in 2025. 2026 catalysts include Base44 profitability at mid-20s FCF margins and Self-Creators product for core segment revival.
Positions for model improvement in website builder space.
Amplitude Acquires InfiniGrow to Boost AI Analytics
Amplitude reported 15.8% YoY ARR growth and acquired AI marketing analytics firm InfiniGrow. Enhances platform for better marketing insights amid application software recovery.
Supports Morgan Stanley's positive 2026 outlook.
Cloud SaaS Dominates Fashion Production Shift
Cloud platforms reduce lead times via digital twins, with Lectra pivoting to SaaS exceeding €90M revenue. Kornit Digital delivered 15 Apollo systems, reporting $203.8M in 2024 revenue.
Inditex holds $11.5B net cash for digital investments.
Transparency Regulations Fuel Fashion Software Investments
Supply chain rules drive adoption; PVH has 87.5% suppliers with climate plans via digital platforms. Inditex engaged 218M app users for product origin tracking; Loake fully digitized footwear passports.
Sustained 13.6% CAGR expected to 2030.
Infosys Partners with Rafael Nadal on AI Tennis Tool
Infosys signed a three-year deal with Rafael Nadal for AI-powered match analysis tool. Expands AI applications in sports alongside automotive deals with Daimler.
Reflects broader IT AI pivot in India.