AppFolio 3Q26 Business Recap: AI Agents Support Growth
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
@310Value You don’t like the long $CWST / short $GFL pair trade? Nothing like shorting a live take-private situation to hedge an activist margin improvement story.
@richtrades100 Isn’t it worse now that $MGM stock is lower and $PPLI is higher? Have to issue more stock as currency…
@KEDM_COM These guys are also in $ZD - Czech based activist fund?
@ericgold34 Been buying $UBAB lately. A few I have not followed closely. Some are very illiquid.
$ULBI 😡😡😡 well, at least I can say I used to own it😂. https://t.co/RRNt29oewi
$CAKE comp sales of 15.2% YoY beating the estimate of 9.5% by 60%. Unreal
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Molina Healthcare and Kinsale Capital’s earnings are reassessed through a long-term lens, emphasizing conviction and detachment during…
Duolingo sacrificed over $50 million of 2026 bookings to reduce free-app friction, reaccelerate daily users and target 100 million DAUs by…
A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…
Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.
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Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…
Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.
Klaviyo's customer-data platform and new AI Composer product underpin a bullish growth case, with Salesforce's Braze acquisition cited as a…
KMBIF · long Kambi’s B2B sportsbook platform thesis centers on four major customers: DraftKings, Penn, 888 and Kindred.
Beasley Broadcast Group's equity hinges on repaying or arranging sales for roughly $115.5 million of debt by September 2027, before PIK…
Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…
Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…
Turning Point Brands awaits FDA pouch approval, Meitec benefits from Japan’s engineer shortage, and Viemed gains from Medicare’s…
Vizsla Silver's Panuco project in Sinaloa remains shut after nine workers were found dead, delaying construction of a fully funded 17.4 Moz…
DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…
Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…
Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…
LifeMD cut 2026 revenue and EBITDA guidance as subscribers fell and customer acquisition costs reached 59% of revenue, prompting a shift…
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