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This has been disseminated on behalf of BioStem Technologies. From Regenerative Medicine Company to MedTech Contender: BSEM’s Nasdaq Debut Could Be Just the Starting Point! 
BioStem Technologies (NASDAQ: BSEM) is entering a higher-visibility phase after making the move to Nasdaq, giving the company access to a broader investment audience while it works to scale an increasingly diversified regenerative medicine and wound-care business. But the bigger story may be what BSEM has built behind the scenes. The BioTissue acquisition expanded the company into hospital-based surgical and acute wound care, bringing the Neox® and Clarix® product portfolios, GPO relationships and a significantly larger commercial operation. BioTissue generated approximately $29 million in 2025 revenue, while BSEM has expanded its direct sales force to 35 representatives. With unit volumes reportedly growing 40% year over year despite pricing pressure, the company is working to build a larger commercial engine across chronic wounds, surgery, burns and soft-tissue repair. Technology and clinical development provide another potential layer to the story. BSEM’s proprietary BioREtain® platform supports products including VENDAJE®, VENDAJE AC®, VENDAJE OPTIC® and AmnioWrap2™, while company-reported clinical data has provided evidence supporting its regenerative medicine approach. Meanwhile, ongoing studies involving diabetic foot ulcers and venous leg ulcers, potential Section 351 BLA pathways and evolving reimbursement dynamics could create additional catalysts as the wound-care industry continues to change. BSEM has already completed the Nasdaq transition; the focus now shifts toward integration, scaling, clinical progress and execution. BSEM may be a name worth keeping on the radar! See how BSEM is building a broader MedTech platform with hospital expansion, proprietary technology and multiple potential catalysts for growth ahead
Exclusive Content
5 of the Most-Upgraded Stocks Over the Last Quarter Are All Software Names—Here's WhyBy Ryan Hasson. Publication Date: 8/24/2026. 
Key Points
- MarketBeat's five most-upgraded stocks over the past 90 days are all software companies, including Snowflake, Okta, Datadog, CrowdStrike, and Palo Alto Networks.
- Analysts cite these companies' ability to directly monetize the AI boom, through consumption-based data platforms, AI agent identity security, and cloud observability, as the driver of upgrades.
- All five stocks have posted strong year-to-date gains and carry consensus Moderate Buy ratings, but several trade near price targets ahead of upcoming earnings that could test valuations.
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When analysts collectively raise their price targets and ratings on a single group of stocks, it pays to take notice. Upgrades reflect where Wall Street's research desks see earnings power and momentum heading next. When those upgrades cluster around one theme, they could mark the early stage of a leadership rotation. Right now, something worth flagging is happening on MarketBeat's most-upgraded stocks list: The five names drawing the most analyst enthusiasm over the past 90 days are all software companies. This is not entirely coincidental. After a brutal stretch earlier in the year, when software badly lagged the AI hardware trade, the group has come roaring back. The iShares Expanded Tech-Software Sector ETF (BATS: IGV) has climbed about 9.65% over the past quarter, comfortably outpacing the broader S&P 500. This comes as capital has rotated out of crowded, expensive semiconductor, memory and neo-cloud names and into software companies that are now proving they can monetize AI in their own right.
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The five names below sit at the center of that shift. Here's why analysts can't stop upgrading them. Snowflake: The Data Cloud Turning AI Into ConsumptionSnowflake (NYSE: SNOW) runs a cloud-based data platform that lets enterprises store, analyze and share massive volumes of data across every major public cloud. It has become one of the purest ways to play a simple reality: Artificial intelligence is only as good as the data feeding it, and analysts have taken notice. The stock is up about 51% year to date, and the upgrades keep coming. Just last week, Truist raised its price target to $375, well above the current price, while the consensus rating among 40 analysts is Moderate Buy. The overarching sentiment driving the narrative is fairly straightforward: Snowflake's consumption-based model means that as customers build and run more AI workloads, they consume more Snowflake, turning the AI boom into a direct revenue tailwind. With earnings just around the corner, due Sept. 2, analysts have been confidently lifting targets and ratings ahead of what many expect to be another strong quarter. Okta: The Identity Layer Finding a Second WindOkta (NASDAQ: OKTA) is the leading independent provider of identity and access management, the software that controls who can log in to what across an organization's digital footprint. Long viewed as a mature, steady grower, the company has found a fresh catalyst in the AI era, as securing not only human identities but also autonomous AI agents has become a rapidly expanding need. That narrative and strategic shift have powered the stock to an almost 57% gain this year, and the analyst community has moved quickly, assigning it a consensus Moderate Buy rating. In the past week alone, JPMorgan raised its price target to $165, while Cantor Fitzgerald reaffirmed its Buy rating. Morgan Stanley and KeyCorp reiterated their Overweight ratings, with both price targets implying more than 27% upside. The company's improving profitability, paired with its emerging role in securing AI agents, has reframed what was once seen as a forgotten software name. The company is set to report its second-quarter results on Aug. 26, so investors can expect another round of analyst actions. Heading into the report, the stock has spent several months consolidating in the upper band of its 52-week range, with $130 acting as critical support and $156 as the major breakout level. Datadog: The Observability Leader Riding the Cloud WaveDatadog (NASDAQ: DDOG) provides cloud monitoring and observability, giving engineering teams real-time visibility into the health and performance of their applications and infrastructure. As enterprises pour money into AI and cloud workloads, the need to monitor those increasingly complex systems is growing alongside them, placing Datadog squarely in the flow. The stock has been a standout sector and industry performer, up about 73% year to date, and it carries the most attractive upside target in this group. The consensus rating among 45 analysts is Moderate Buy, with an average price target of $276.32, implying more than 17% upside from current levels. Datadog's Q2 2026 report on Aug. 6 beat expectations. Although the stock sold off after the report amid a stretched valuation, analysts have used the subsequent pullback to reiterate their conviction. The company reported earnings per share (EPS) of 65 cents, comfortably topping the estimate of 58 cents, while quarterly revenue grew 35.6% from the prior year, also beating estimates. CrowdStrike: The Cybersecurity Heavyweight Analysts Keep BackingCrowdStrike (NASDAQ: CRWD) is a dominant force in cloud-native cybersecurity, protecting endpoints, cloud workloads and identities through its Falcon platform. It has become an enterprise standard in an era when AI is enabling attacks at machine speed, and that structural tailwind has kept analysts firmly in its corner. Shares are up almost 64% year to date, and the company has continued to draw positive analyst action, including recent target raises tied to its new partnership with Cerebras (NASDAQ: CBRS) to accelerate its AI security capabilities. The consensus rating among 50 analysts—the deepest coverage in this group—is Moderate Buy. One honest flag is that, after its powerful run, the stock has pulled back and now trades near the consensus price target, suggesting that much of the near-term optimism may already be priced in. That setup could change soon, however, with earnings expected on Aug. 26 after the market closes. Expectations are high for CRWD, with the consensus estimate calling for an almost 26% year-over-year increase in earnings and about 23% growth in sales over the prior quarter. Palo Alto Networks: The Platform Giant at the Front of the PackPalo Alto Networks (NASDAQ: PANW) is the world's largest pure-play cybersecurity company, consolidating firewalls, cloud security and AI-driven security operations into a single platform. Its platformization strategy—encouraging customers to adopt its entire security stack rather than piecemeal tools—has made it the default enterprise choice as companies race to secure their AI deployments. No name on this list has performed better in 2026, with the stock up an eye-catching 94% year to date as of Friday's close. Palo Alto also has the strongest news sentiment score in the group, and it recently launched a Frontier AI defense program to protect enterprise AI systems. The consensus rating among 48 analysts is Moderate Buy. As with several of its peers, the valuation is now rich and the stock trades near its average target. The burden therefore shifts to its upcoming earnings report, expected around Sept. 1, to justify the enthusiasm. Institutional activity in Palo Alto has been substantial, with a sizable net inflow over the past 12 months. More than $51 billion in total institutional inflows have been recorded, compared with just $4.4 billion in outflows. Ahead of the company's all-important second-quarter report, its current institutional ownership percentage is nearly 80%. The Common DenominatorFive stocks, one sector and a wave of analyst upgrades that is hard to ignore. What connects these names is a shared realization on Wall Street: Software is no longer the laggard of the AI trade but an increasingly direct beneficiary, whether through consumption-based data platforms, identity security for AI agents or observability for sprawling cloud systems. The upgrades reflect that shift in thinking. The caution, as is often the case in this market, is valuation. Several of these names have run hard and now trade near their targets, with earnings reports looming that will separate the leaders from the laggards. However, one thing remains clear: When analysts move this decisively on an entire group, it is usually a signal worth respecting. |
