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.
Tuesday, October 27, 2026
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David Orr on X
$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.
DOMO Capital Management, LLC on X
Based on today's $GPRE trading it looks like someone has leaked and is illegally trading imminent government action on SRE's that is likely not the worst case scenario. I'd expect $ALTO to rally (and $GPRE to rally more) once the news is actually public for everyone to know...
John_Hempton on X
@420yooper69AMC Agree. Apes should buy more $AMC
SG on X
$MNTN long here. Thanks to @hedgeye for sharing this presentation and deck. https://t.co/fXrKWKpryo
A Capital on X
@EventDrivenEddy Ok so what’s is steady state multiple for $VISN
A Capital on X
At ~$6.35 $VISN is trading at an implied distribution adjusted EV/EBITDA of 3.8x vs. 9.8x for $HLIT 🤷♂️ https://t.co/ioQKep7JzG
SG on X
$FLR share count reduction is impressive. Another year or two at this clip could really transform the capital structure. https://t.co/H0a7syQHHb
BDC on X
Pending Boom in brain medicine? Can buy $STIM today and get the clinic piece for free https://t.co/D0U2Qyriyo
Investor Letters
All letters- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
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Myriam Alvarez 3 clicks
I went through all 142 companies in Value Line this morning. Here are the 6 that made it
Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…
ExlService: A Boring Compounder That Could Double
EXLService's AI-led business, 61% of revenue and growing 30% year over year, trades at 18 times forward earnings after legacy digital…
Ignacio Planas Gonzalez 4 clicks
TSOH Weekly Roundup (10/23/2026)
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Trade Alert - Long RIG
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