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…
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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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Quest Resource, a $200 million asset-light waste broker, manages 100-plus waste streams through 3,500 vendors and derives more than 90% of…
Mereo Biopharma has two late-stage assets, seeks non-dilutive financing for alvelestat Phase 3 trials, and reports cash runway through 2027.
Instil Bio leased its 128,000-square-foot Tarzana life-sciences building to AstraZeneca for 15 years at $7.52 million annual rent,…
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…
Monarch Casino trades at 7.2 times EBITDA with net cash, completed property upgrades and projected annual free cash flow of $120 million to…
Restaurant chains replaced 21 CEOs since 2021, as wage inflation, delivery, digital ordering and at-home competition reshape leadership…
IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…
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