The card-issuing platform Marqeta reported accelerating growth and record adjusted EBITDA in Q4 2025, edging closer to GAAP profitability. While outlining a solid 2026 forecast, management flagged headwinds from a major contract renewal and evolving dynamics with its largest partner, Block's Cash App.
Oatly Group AB (OTLY) outlined its strategy to achieve its first full year of profitable growth in 2025, despite a tempered revenue outlook impacted by a key customer decision. Executives detailed a two-year transformation focused on supply chain efficiency, cost discipline, and targeted marketing to reignite category momentum in the face of market challenges.
After years of strategic investment, integrated SaaS provider EverCommerce Inc. is on the cusp of a significant financial turnaround, with Wall Street analysts forecasting the company will reach profitability as soon as next year.
Cybersecurity firm SentinelOne has crossed the $1 billion annual revenue threshold and achieved full-year operating profitability. While its latest guidance projects continued growth, analysts debate whether margins can expand fast enough amid intense competition and rising costs.
Despite a revenue decline in Q4 2025, Smith Micro Software outlines a strategic pivot towards profitability by mid-2026, fueled by new carrier deals for its family safety platform and significant cost management.
Soleno Therapeutics achieves full-year profitability just nine months after the launch of its rare disease drug VYKAT XR, while announcing a change in financial leadership as it eyes European expansion.
Alignment Healthcare (ALHC) reports a pivotal swing to profitability in 2025, fueled by robust membership growth and geographic expansion beyond its California stronghold. The Medicare Advantage provider forecasts continued strong growth for 2026 while navigating industry-wide regulatory changes.
Shares of the iBuying pioneer Opendoor Technologies rallied sharply Friday, extending gains for a third straight session after the company reaffirmed its target to reach adjusted profitability by year-end, even as its full-year net loss widened significantly.
NeoGenomics (NASDAQ:NEO) reported stronger-than-expected fourth-quarter revenue of $190.2 million, driven by sustained demand for its specialized cancer testing services. The company's full-year outlook remains in line with analyst projections, though profitability challenges persist.
Africa's leading e-commerce platform, Jumia, reported robust fourth-quarter results, with physical goods GMV surging 38% year-over-year. The company highlighted accelerating momentum, reduced cash burn, and a refined strategy targeting adjusted EBITDA breakeven by Q4 2026, signaling a pivotal shift from rebuilding to scaling its continent-specific model.
After years of investment in its enzyme engineering platform, Codexis (CDXS) is approaching a critical financial milestone. Wall Street analysts now forecast the biotech could reach breakeven by 2027, with profitability following soon after—a potential inflection point for the $115M market-cap firm.
Trivago (TRVG) reported robust Q4 results, marking a fifth consecutive quarter of revenue growth. While aggressive brand investment pressured short-term ad returns, management forecasts double-digit revenue growth and improved profitability for 2026, backed by AI product enhancements and a fortified balance sheet.
After years of strategic investment, WEBTOON Entertainment Inc. (NASDAQ:WBTN) is on a clear path to profitability, with analysts projecting positive earnings by 2027. The digital comics giant's debt-free balance sheet and aggressive growth trajectory are drawing renewed investor attention.
Canopy Growth has finalized its acquisition of MTL Cannabis, creating Canada's leading medical cannabis platform and aiming for significant cost synergies and future profitability.
Digital remittance firm Remitly Global has achieved its first full year of GAAP profitability and named former Amazon and Apple executive Sebastian Gunningham as its new CEO, signaling a strategic shift towards scaling new financial products and sustaining growth.
At the Leerink Global Healthcare Conference, Clover Health executives detailed their technology-centric approach to Medicare Advantage, highlighting high member retention and a path to GAAP profitability within two years. The company is expanding its software's reach beyond its own insurance plans.
Amid a tightening funding environment and intensifying competition, companies operating at a loss face heightened scrutiny. We examine three notable names where persistent unprofitability raises significant red flags for investors.
Opendoor Technologies reported stronger-than-expected Q4 2025 revenue and a significant acceleration in home acquisitions under its '2.0' strategy. However, the market's focus remained on persistent losses and execution risks, sending shares lower as investors questioned the path to promised 2026 profitability.
Samsara Inc. reported accelerating growth and expanding profitability in its Q4 FY2026 results, driven by strong adoption of its newer product suite and larger enterprise customers. The industrial IoT leader also introduced its inaugural AI agent product, signaling a strategic shift towards workflow automation powered by its vast proprietary data trove.
Real-time engagement platform Agora Inc. (API) reports its first profitable year since 2018, fueled by robust revenue growth and the accelerating adoption of its conversational AI solutions across global markets.
