This Is What Whales Are Betting On Zscaler - Zscaler (NASDAQ:ZS)
Benzinga· 2026-03-02 19:00
Deep-pocketed investors have adopted a bearish approach towards Zscaler (NASDAQ:ZS), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ZS usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 35 extraordinary options activities for Zscaler. This ...
Price Over Earnings Overview: Aon - Aon (NYSE:AON)
Benzinga· 2026-03-02 19:00
In the current session, Aon Inc. (NYSE:AON) is trading at $332.07, after a 0.26% decrease. Over the past month, the stock decreased by 3.53%, and in the past year, by 17.32%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. Aon P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against i ...
GitLab Inc. (NASDAQ:GTLB) Quarterly Earnings Preview
Financial Modeling Prep· 2026-03-02 19:00
Core Insights - GitLab Inc. is a key player in the DevSecOps industry, focusing on intelligent orchestration solutions that integrate development, security, and operations [1] - The company is set to release its quarterly earnings on March 3, 2026, with an estimated EPS of $0.23 and projected revenue of approximately $252.2 million [1][6] Revenue Growth - GitLab anticipates fourth-quarter fiscal 2026 revenues between $251 million and $252 million, representing a 19% increase from the previous year [2][6] - The growth is primarily driven by advancements in AI-driven DevSecOps and SaaS, along with strong customer retention [2] - The dollar-based net retention rate stands at 119%, with a 23% year-over-year increase in customers generating $100,000 in annual recurring revenue [2] SaaS Performance - In the third quarter, GitLab's SaaS revenues increased by 36% year-over-year, maintaining a 119% net retention rate and growth in enterprise customers [3] - The Zacks Consensus Estimate aligns with GitLab's revenue expectations, projecting $251.60 million in revenue and earnings of 23 cents per share [3] Stock Performance and Market Position - Despite positive revenue projections, GTLB shares have declined by 41.7% over the past six months [4][6] - GitLab projects a revenue growth of 24.66% for fiscal 2026, supported by its collaboration with Amazon Web Services (AWS), enhancing its appeal to various organizations [4][6] Competitive Landscape - GitLab faces significant competition in the DevSecOps space, which poses a concern for the company [5] - The company's current ratio of about 2.66 indicates a strong liquidity position, with current assets more than double its current liabilities [5]
Microsoft Stock Testing 2 Key Levels as Options Traders Pounce
Schaeffers Investment Research· 2026-03-02 18:58
Microsoft Corp (NASDAQ:MSFT) may seem like an impenetrable giant -- especially around earnings season -- but the ugly truth is tech stock has not logged monthly win since September. Microsoft stock is up 1.9% to trade at $400.26, testing $400 but below the $3 trillion market cap level. As large cap tech valuations come under fire, Microsoft shares are battling with their year-over-year breakeven level and down are down 17.3% in 2026.That hasn't bothered options traders one bit. For over a year now, MSFT has ...
Fab-Form Industries Ltd. Announces Results for the Quarter Ended 31 December 2025
TMX Newsfile· 2026-03-02 18:58
Delta, British Columbia--(Newsfile Corp. - March 2, 2026) - Fab-Form Industries Ltd. (TSXV: FBF) ("Fab-Form" or the "Company") today released its interim financial results for the quarter ended 31 December 2025.Financial HighlightsRevenue for the quarter decreased to $859,728 compared to $1,030,927 in the last quarter ended 31 December 2024, reflecting a 16.61% decline resulting from lower sales volumes in Canada and the U.S. Housing starts in Canada are the lowest in 30 years, while US sales have been dee ...
BlackRock to sell its 11.4% stake in Spanish energy firm Naturgy
Reuters· 2026-03-02 18:58
BlackRock ...
CoreWeave Stock: 7 Critical Questions Every Investor Should Ask Before Buying the CRWV Dip
Investor Place· 2026-03-02 18:57
The latest earnings report from CoreWeave Inc (CRWV) sent shares tumbling nearly 20% in a single trading session — and for investors eyeing the dip, the questions are now piling up faster than the answers. Before you buy, here’s what you need to know.1. What Caused the CoreWeave Stock Collapse?Wall Street got caught flat-footed. Margins deteriorated sharply across the board, and forward guidance came in well below expectations. Most alarming: CoreWeave plans to deploy $2.60 in capital for every dollar of re ...
LiveRamp Holdings, Inc. (RAMP) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-02 18:57
PresentationLucas CerisolaMorgan Stanley, Research Division Good morning, and thank you, everybody, for joining us at the TMT Conference. My name is Lucas Cerisola. I'm on the U.S. software equity research team here at Morgan Stanley. I'm here on behalf of Elizabeth Porter. Today, I have the pleasure of hosting LiveRamp's CEO, Scott Howe; and CFO, Lauren Dillard, Welcome, guys. And before we get started, just a few disclosures for more disclosures, please see the Morgan Stanley research disclosure website a ...
Dycom Gears to Report Q4 Earnings: Here's What to Expect This Season
ZACKS· 2026-03-02 18:56
Key Takeaways Dycom's Q4 revenues are projected to rise, driven by fiber builds, BEAD funding and hyperscaler demand.DY's EPS estimate climbed to $1.66, signaling Y/Y growth and continued earnings momentum.Dycom's backlog is seen near $8B, offering solid revenue visibility and potential margin upside.Dycom Industries, Inc. (DY) is scheduled to report its fourth-quarter fiscal 2026 results on March 4, before the opening bell.In the last reported quarter, the company’s adjusted earnings and contract revenues ...
How Big Market Swings May Be Hiding Broader Gains
Seeking Alpha· 2026-03-02 18:55
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