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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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.
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ENS · short EnerSys faces a short thesis as data-center and warehouse vehicle customers shift from lead-acid batteries to lithium-ion.
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Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.
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Nvidia’s $380,000 Nano-X stake came from Zebra Medical Vision’s acquisition and is managed by another reporting person, undermining the 50%…
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Rocky Mountain Chocolate Factory fired CEO Robert Sarlis after less than two years, installing director Starlette Johnson as interim CEO…
Rand Worldwide, an Autodesk reseller, grew revenue from $116 million to $306 million while using less equity; expired three-year…
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