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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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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Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.
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DGXX · short
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Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.
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El Pollo Loco plans 18 to 20 FY26 openings, including 15 franchised New York stores over five years, as asset-light expansion and…
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