Dynatrace, Five9, Health Catalyst, RingCentral, and ZoomInfo Shares Skyrocket, What You Need To Know

What Happened?

A number of stocks jumped in the afternoon session after sentiment improved as President Trump indicated that the US was engaged in serious, productive talks with Iran. 

This potential de-escalation of Middle Eastern tensions provided a significant sigh of relief for global markets, which had been bracing for prolonged geopolitical instability and surging energy costs. Simultaneously, investors appeared to be buying the dip in high-quality SaaS stocks following the "SaaSpocalypse" correction that dominated the early months of 2026. This meant there was hope resilient cloud platforms would remain indispensable digital infrastructure.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Cloud Monitoring company Dynatrace (NYSE:DT) jumped 4.1%. Is now the time to buy Dynatrace? Access our full analysis report here, it’s free.
• Video Conferencing company Five9 (NASDAQ:FIVN) jumped 3.3%. Is now the time to buy Five9? Access our full analysis report here, it’s free.
• Data Analytics company Health Catalyst (NASDAQ:HCAT) jumped 9.1%. Is now the time to buy Health Catalyst? Access our full analysis report here, it’s free.
• Video Conferencing company RingCentral (NYSE:RNG) jumped 3.6%. Is now the time to buy RingCentral? Access our full analysis report here, it’s free.
• Sales Software company ZoomInfo (NASDAQ:GTM) jumped 5.6%. Is now the time to buy ZoomInfo? Access our full analysis report here, it’s free.

Zooming In On Health Catalyst (HCAT)

Health Catalyst’s shares are extremely volatile and have had 49 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 6 days ago when the stock dropped 8.6% on the news that Anthropic announced that its Claude AI assistant can now control computers to complete tasks by imitating human keystrokes and mouse movements. 

Investors reacted to the possibility that enterprise value would migrate from the application layer to the intelligence layer, leaving legacy software providers vulnerable to displacement by autonomous agents that can operate across platforms. Analysts added that the "agentic era" could lead to massive margin compression as software companies lose their pricing power.

Health Catalyst is down 48.5% since the beginning of the year, and at $1.18 per share, it is trading 74.1% below its 52-week high of $4.53 from March 2025. Investors who bought $1,000 worth of Health Catalyst’s shares 5 years ago would now be looking at only $25.39.

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