The latest consensus earnings revisions foretell a robust Rule of 40 score for Meta Platforms ahead. Click here to read my ...

My last work on Microsoft (MSFT) was published a month ago. That article was entitled “Microsoft: Back To Basics” and argued for a buy thesis on the stock. The article’s arguments were centered around ...

Palantir has delivered impressive growth on the top and bottom lines. Upstart's revenue more than doubled on strong loan origination growth. Some investors had concerns about the company's take rate.

Dillard announced an increase in FY '26 revenue guidance by $3 million at the midpoint, now expected to be between $804 million and $818 million, which is growth of 8% to 10%. Subscription revenue is ...

Palantir Technologies (PLTR) has recorded tremendous gains lately, with its Q3 results fueling yet another surge in its share price. Investors have plenty of reason to cheer, as Palantir delivered ...

JAMF is a leader in Apple device management and the analyst sees a massive opportunity ahead. While Apple devices are already dominant in education, their enterprise adoption is catching up fast. With ...

WALTHAM, Mass.—Evolv Technology remains “committed to our mission of making people and places safe” amid an internal investigation involving allegations of misconduct during sales transactions that ...

Earlier this month, Remitly Global used its Investor Day to outline 2026 guidance for high-teens revenue growth and adjusted EBITDA of US$300 million to US$320 million, extending to 2028 targets of ...

Although Palantir Technologies Inc. (PLTR) stock has a “nosebleed” valuation, it does look attractive, based on the well-known “Rule of 40,” prominent investor Bryn Talkington said during an ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer put under the spotlight. During the episode, Cramer noted that the company’s CEO “keeps delivering.” He said: “Palantir’s ...

Followers of Palantir (NASDAQ: PLTR) will know that the company likes to use the Rule of 40 as a performance benchmark. This standard in the software industry means that a company should have a ...