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
A Brazilian digital bank with 45 million clients fell 36% after Lula’s election, despite 16.3% ROE, 13 record quarters and a 7.4x earnings…
Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…
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.
Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…
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…
EYE · long National Vision Holdings, EYE, is pitched long as one of the largest optical retailers.
WidePoint manages 150,000 DHS mobile devices and telecom expenses, with a $3 billion contract award and carrier SaaS rollout positioned as…
Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…
Empire State Realty Trust’s commercial portfolio exceeded 93% leased, lifting core FAD to $33 million as CapEx fell to $22 million in Q1…
GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…
Americold and Lineage face a cold-storage supply overhang, weakening rents and labor and power costs that pressure thin NOI margins and…
GCI Liberty is acquiring Alaska’s Quintillion fiber network for $360 million, giving John Malone a platform to expand GLIBK beyond its…
RE/MAX’s $13.80-per-share Real Brokerage offer is capped at $80 million cash, implying roughly $11.40 of value at REAX’s $2.02 share price.
Insperity's healthcare-cost spike, $120 million technology expense and weak SMB hiring drove its 70% drawdown; normalized earnings could…
Bimini Capital Management has been mislabeled a mortgage REIT across major data platforms since it lost REIT status in 2015.
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