Data centers are popping up across the country to handle AI demand. Which of these two stocks has greater upside?As the demand for artificial intelligence (AI) compute has increased exponentially, so has the need for massive data centers to process all that data at high speeds. It has led to a boom in not just the chips and AI infrastructure that processes that data, but also in the construction and development of actual data centers.Applied Digital (APLD 7.90%) and Riot Platforms (RIOT 3.33%) are both data ...

TransAlta delivers electricity from hydro, wind, solar, and gas assets to wholesale and utility markets in North America and Australia.On February 17, 2026, Potrero Capital Research disclosed in an SEC filing that it sold 794,400 shares of TransAlta (TAC +0.15%) in the fourth quarter, an estimated $11.86 million trade based on quarterly average pricing.What happenedAccording to a SEC filing published February 17, 2026, Potrero Capital Research sold 794,400 shares of TransAlta during the fourth quarter. The ...

The company continued to bask in the afterglow of a double beat in its latest reported quarter.Investors were eager to grab hold of Integer Holdings (ITGR +2.31%) stock on the last trading day of the week. This was on the back of several bullish analyst moves on the company, including a recommendation upgrade. These factors lifted the medical device specialist's stock price by more than 2% on the day. The power of the punditsThose prognosticator adjustments came a day after Integer published its latest earn ...

Company Overview - BlackLine provides cloud-based software that automates accounting and finance workflows for enterprise and mid-market clients [1][6] - The company operates a SaaS business model, generating recurring revenue primarily through direct sales of subscription-based solutions [9] - As of February 17, 2026, BlackLine's market capitalization is $2.31 billion, with a revenue of $700.43 million and a net income of $24.52 million [4] Recent Developments - On February 17, 2026, Potrero Capital Research disclosed a new position in BlackLine, acquiring 370,557 shares valued at approximately $20.49 million [2][8] - This new stake accounts for 6.9% of Potrero's reportable assets under management (AUM) as of December 31, 2025 [8] - BlackLine shares were priced at $37.34, reflecting a decline of 27.6% over the past year, underperforming the S&P 500 by 39.2 percentage points [8] Financial Performance - In the fourth quarter, BlackLine's revenue rose 8% to $183.2 million, while full-year revenue increased by 7% to $700.4 million [10] - Non-GAAP operating margin expanded to 24.7% in the fourth quarter from 18.1% a year earlier [10] - Remaining performance obligation climbed 23.5% to $1.1 billion, with a dollar-based net revenue retention rate of 105% [10] Future Outlook - Management is guiding for revenue of up to $768 million in 2026 and non-GAAP net income of up to $180 million [11] - The concentrated investment by Potrero Capital Research suggests confidence in BlackLine's potential for margin expansion and growth in bookings [7][11]

Frontdoor delivers home service plans and on-demand repair solutions to U.S. homeowners.On February 17, 2026, Breach Inlet Capital Management disclosed a new position in Frontdoor (FTDR +1.26%), acquiring 169,976 shares in the fourth quarter for an estimated $9.81 million.What happenedAccording to a February 17, 2026, SEC filing, Breach Inlet Capital Management opened a new position in Frontdoor (FTDR +1.26%) by purchasing 169,976 shares during the fourth quarter. The new holding was valued at $9.81 million ...

An upstart seems to be challenging the fundamental business model of cybersecurity businesses.Artificial intelligence (AI) is indisputably a disruptive technology. On fears that one currently strong industry it'll disrupt is cybersecurity, investors traded out of titles in the sector on Friday. One of the victims of this trend was Palo Alto Networks (PANW 1.52%), which saw its shares slide by 1.5% that trading session.Is Claude coming for them?These worries aren't new, but they were given some oxygen on Fri ...

Anand Chokkavelu has no position in any of the stocks mentioned. Matt Frankel, CFP has no position in any of the stocks mentioned. Toby Bordelon has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. ...

Hilton Grand Vacations operates resorts, serving leisure travelers through vacation ownership and club membership programs.On February 17, 2026, Breach Inlet Capital Management disclosed buying 63,548 shares of Hilton Grand Vacations (HGV +0.83%), an estimated $2.70 million trade based on quarterly average pricing.What happenedAccording to its SEC filing dated February 17, 2026, Breach Inlet Capital Management increased its position in Hilton Grand Vacations (HGV +0.83%) by 63,548 shares. The estimated valu ...

The industrial company whiffed on both the top and bottom lines in its fourth quarter of 2025.Energy products manufacturer DNOW (DNOW 19.16%) had quite the forgettable Friday on the stock exchange. The specialized industrial company's shares fell by more than 19% in value, due largely to quarterly earnings that missed on both the top and bottom lines. Integration challengesThat morning, DNOW took the wraps off its fourth quarter and full-year 2025 results. These showed that revenue nearly doubled year-over- ...

Kosmos Energy rallied after Ghana extended its key offshore licenses through 2040 and the company outlined a 20-well drilling expansion. NYSE : KOSKosmos EnergyToday's Change( 21.19 %) $ 0.38Current Price$ 2.15Key Data PointsMarket Cap$847MDay's Range$ 1.98 - $ 2.1952wk Range$ 0.84 - $ 3.36Volume1.9MAvg Vol18MGross Margin-128.49 %Kosmos Energy (KOS +21.19%), deep-water oil and gas exploration and production, closed Friday at $2.16, up 22.03%. The stock moved higher after Ghana ratified license extensions on ...