Despite a recent 13% quarterly dip, Digital Turbine (NASDAQ: APPS) has delivered a staggering 116% return to investors over the past twelve months. This surge comes even as the mobile software company remains unprofitable, raising questions about the drivers behind its market optimism and its long-term trajectory.
Equifax is expanding beyond traditional credit reporting with a new suite of AI-powered fraud detection and income verification tools. While this strategic push aims to embed the company deeper into the lending ecosystem, analysts remain divided on whether it's enough to support its current valuation amid high debt and execution risks.
Eli Lilly bolsters its long-term growth strategy through two new R&D partnerships and a key regulatory milestone for an ovarian cancer drug, signaling a strategic push beyond its blockbuster diabetes and obesity treatments.
Adobe's strategic acquisition of marketing intelligence platform Semrush Holdings marks a significant step in its mission to deeply integrate artificial intelligence across content creation and digital campaign management, aiming to bridge the gap between creative ideation and data-driven performance.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
Fueled by insatiable demand for high-capacity storage from hyperscalers and the AI inference boom, Western Digital posts a 25% revenue jump and raises guidance, signaling a structural shift in the data economy.
Knowles Corporation's top executive has sold a significant portion of his holdings, a move that comes on the heels of a 24% annual gain for the audio components maker and ahead of its upcoming earnings report.
Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.
Citizens and Mizuho reaffirm positive ratings for Zscaler, highlighting its formidable competitive advantages rooted in complex implementation and high switching costs that lock in enterprise clients.
Goldman Sachs initiates coverage on Workday with a Neutral rating, citing a crowded core market and a slower-than-expected AI strategy rollout. The firm identifies 2026 as a pivotal year for the HR and finance software giant to prove its technological evolution.
Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.
Mizuho Securities reaffirms its bullish stance on Intuit (INTU) with an $875 price target, arguing that recent investor anxiety over AI's potential to disrupt the tax preparation industry is exaggerated, citing the company's strategic integrations and expanding physical retail footprint.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
Wells Fargo has upgraded Broadcom (AVGO) to Overweight and increased its price target to $430, pointing to the chipmaker's significant AI revenue trajectory and a robust software pipeline as key growth drivers through 2027.
GCL Global's fiscal first-half revenue nearly doubled after consolidating Ban Leong Technologies, yet the company reported a net loss as it absorbed acquisition costs. Management lowered full-year guidance, citing delays for two key game titles.
The Bancorp (TBBK) capped off fiscal 2025 with robust earnings, driven by surging fintech payments and improved credit quality. Management outlined a bullish multi-year forecast, projecting significant profit growth anchored by three core digital initiatives and sustained capital returns to shareholders.
The U.S. labor market faced its toughest year since the pandemic in 2025, with layoffs soaring to 1.2 million. Economists warn of an 'uncomfortably slow' rebound in 2026, leaving job seekers navigating a landscape of fierce competition and hiring freezes.
The Trump administration's AI Action Plan sets a strategic direction, but analysts argue its success hinges on aggressive private sector investment in workforce training to avoid leaving millions of workers behind in the coming technological shift.
OGE Energy Corp. posts a return on equity in line with industry peers, but a deeper dive reveals a reliance on debt that could signal heightened risk for investors in the evolving utilities sector.
