Core Insights - HubSpot Inc. reported fourth-quarter earnings of $3.09 per share, surpassing the analyst estimate of $2.99 [2] - Quarterly revenue reached $846.75 million, exceeding the Street estimate of $830.54 million and increasing from $703.17 million in the same period last year [2] Financial Performance - The company experienced a 16% increase in customers, growing to 288,706 as of December 31, 2025, compared to the previous year [4] - Average Subscription Revenue Per Customer was $11,683 during the fourth quarter of 2025, reflecting a 3% increase on an as-reported basis compared to the fourth quarter of 2024 [4] - Calculated billings for the fourth quarter of 2025 were $971.4 million, marking a 27% increase on an as-reported basis and a 20% increase in constant currency compared to the fourth quarter of 2024 [4] Future Outlook - HubSpot anticipates fiscal 2026 adjusted EPS in the range of $12.38 to $12.46, compared to the analyst estimate of $11.45 [4] - Revenue guidance for fiscal 2026 is projected between $3.69 billion and $3.7 billion, exceeding the $3.61 billion estimate [4] Strategic Highlights - The CEO of HubSpot, Yamini Rangan, emphasized that 2025 was a transformative year, driven by the momentum of their customer platform and accelerated AI adoption [3]

Core Viewpoint - The article suggests that several human capital management (HCM) technology stocks are currently in oversold territory and may present buying opportunities following a strong U.S. jobs report in January, where 130,000 jobs were added, exceeding expectations of 68,000-75,000, and the unemployment rate decreased to 4.3% from an expected 4.4% [1]. Group 1: Workday (WDAY) - Workday is identified as the largest global HCM applications vendor, with its stock down nearly 50% from its 52-week high of $281 per share [4][5]. - Despite slower annual revenue growth, a 12% increase is projected for FY26 and FY27, with revenue approaching $10 billion [5]. - Annual earnings are expected to rise by 24% this year and another 16% in FY27 to $10.57 per share, with the stock trading at its lowest forward earnings multiple of 14X since becoming profitable [6]. Group 2: Paylocity (PCTY) - Paylocity, which provides cloud-based payroll and HCM software solutions, has seen its stock price cut in half from a one-year high of $218 per share [9]. - The stock is considered affordable, with single-digit growth appealing at a 15X forward earnings multiple, and it recently reported Q2 EPS of $1.85, exceeding expectations of $1.57 and up 21% from $1.52 a year ago [10]. Group 3: Automatic Data Processing (ADP) - ADP is recognized as a diverse provider of HCM technology solutions, with its stock down more than 30% from its 52-week high of $329 per share [12]. - The stock is trading at a reasonable 20X forward earnings multiple, with projected EPS growth of over 9% for FY26 and FY27 [13]. - ADP is forecasted to have 5% annual revenue growth, with strong financial figures, cash flow, and recurring revenue, and is noted as a Dividend King with a current annual yield of 3.02% [14][15].

Investors may view the technology sector as sprawling, and they wouldn't be entirely off-base. The Technology Select Sector index, which houses the S&P 500's tech components, includes 70 stocks from seven industries. As a result, tech exchange-traded funds (ETFs) can also deliver disparate performances, and what's playing out in the early stages of 2026 is a reminder of that fact. For example, the tech-heavy Nasdaq-100 is off 2% this year. A 2% dip in less than two months is enough for many investors to en ...

Core Viewpoint - Tyler Technologies has forecasted lower-than-expected annual revenue for 2026 due to reduced software spending by government entities amid economic uncertainty, leading to an over 8% drop in its shares during extended trading [1]. Group 1: Revenue Forecast - For 2026, Tyler Technologies expects revenue between $2.50 billion and $2.55 billion, which is below Wall Street's expectation of $2.56 billion [1]. - The company anticipates annual subscription revenue growth of 12% to 15%, while analysts had projected a growth of 15.4% [1]. Group 2: Quarterly Performance - In the fourth quarter, Tyler reported revenue of $575.2 million, missing the average analyst expectation of $591.1 million [1]. - Adjusted earnings per share for the quarter were $2.64, falling short of estimates of $2.72 [1]. Group 3: Market Conditions - The company is heavily reliant on public sector budgets, which are being tightened due to economic slowdown and funding shortfalls, potentially impacting bookings and organic growth [1]. - Concerns have risen regarding the pace of cloud migrations over the next two years, as government approvals for projects are taking longer amid budget constraints [1].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Oracle Corporation regarding a class action lawsuit due to alleged misleading statements and financial risks associated with the company's AI infrastructure strategy [1][3]. Group 1: Allegations - The complaint alleges that during the class period from June 12, 2025, to December 16, 2025, Oracle's management made materially false and misleading statements [3]. - It is claimed that the company's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [3]. - The increased spending is said to pose serious risks to Oracle's debt and credit rating, free cash flow, and ability to fund its projects [3]. Group 2: Class Action Details - Shareholders who purchased shares of Oracle during the specified class period are encouraged to register for the class action, with a deadline of April 6, 2026, to seek lead plaintiff status [4]. - Participants will be enrolled in a portfolio monitoring software to receive updates throughout the case lifecycle [4]. - There is no cost or obligation for shareholders to participate in this case [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors affected by deceit and illegal business practices [5]. - The firm aims to ensure companies engage in responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [5].

Core Viewpoint - Varonis Systems, Inc. is facing a class action lawsuit due to allegations of misleading statements regarding its ability to convert its customer base to a SaaS model, resulting in a significant decline in stock price following disappointing financial results [3][4]. Group 1: Allegations and Financial Impact - The lawsuit claims that Varonis provided overly positive statements while concealing material adverse facts about its customer conversion capabilities, leading to reduced annual recurring revenue (ARR) growth potential [3]. - On October 28, 2025, Varonis reported a significant miss in ARR and lowered its full-year guidance, attributing this to weaker-than-expected renewals and conversions in its subscription business [3]. - Following the announcement, Varonis' stock price plummeted from $63.00 per share to $32.34 per share, marking a decline of approximately 48.67% in just one day [3]. Group 2: Class Action Details - The class period for the lawsuit is defined as February 4, 2025, to October 28, 2025, and shareholders are encouraged to register for potential lead plaintiff appointment [3][4]. - The deadline for shareholders to register is March 9, 2026, and participation in the case incurs no cost or obligation [4]. - Registered shareholders will receive updates through a portfolio monitoring software throughout the lifecycle of the case [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements that artificially inflate stock prices [5].

Core Viewpoint - Unity Software Inc. experienced a significant drop in share price by over 28% intra-day following weaker-than-expected guidance for the first quarter of fiscal 2026, despite reporting stronger-than-anticipated fourth-quarter results [1] Group 1: Fourth Quarter Performance - The company reported fourth-quarter earnings per share of $0.24, surpassing analyst estimates of $0.21 [1] - Revenue for the fourth quarter increased to $503.1 million from $457 million a year earlier, exceeding the consensus estimate of $488.95 million [1] Group 2: Segment Performance - Create Solutions revenue rose to $165 million from $152 million in the fourth quarter of 2024 [2] - Grow Solutions revenue increased to $338 million from $305 million a year ago [2] - Adjusted EBITDA for the fourth quarter reached $125 million, reflecting a 25% margin [2] Group 3: First Quarter Guidance - For the first quarter of 2026, Unity projected revenue between $480 million and $490 million, which is below analyst expectations of $491.8 million [3] - The company indicated that Grow revenue would remain flat sequentially, while Create revenue is expected to deliver double-digit year-over-year growth, excluding non-strategic revenue [3] - Unity anticipates first-quarter adjusted EBITDA of $105 million to $110 million [3]

Core Insights - Retail investors are increasingly driving market leadership, with the Retail Kings ETF highlighting where their money is flowing, focusing on momentum and participation [1][2] - The retail community is characterized by a significant wealth transfer, with $68 trillion expected to be inherited by younger generations who are actively stockpicking and following market trends [3][4] Investment Focus - The Retail Kings ETF targets companies with unique intellectual property and technological advantages, often discussed by competitors and involved in the fourth industrial revolution across various sectors [5][10] - The ETF utilizes retail sentiment intelligence, analyzing social media and internet trends to differentiate between genuine long-term investment interest and noise from scams or bots [6][8] Market Trends - The portfolio is tech-heavy but avoids the "Mag 7" stocks, indicating a shift towards smaller to mid-cap companies that are seen as disruptors in their respective fields [9][10] - Retail investors have shown resilience by buying the dip during recent selloffs in software stocks, indicating confidence in the long-term potential of these companies [11][12] Future Outlook - The total addressable market for AI is projected to grow from $390 billion to between $2.5 trillion and $3 trillion by 2030, necessitating energy and infrastructure investments to support this growth [17][19] - Companies involved in AI infrastructure, including those in energy and tech, are expected to benefit significantly as retail investors increasingly allocate funds towards these sectors [20][24] Retail Investor Behavior - There is a notable generational shift in investment habits, with 72% of millennials and younger generations now allocating funds to equities, compared to less than 50% a decade ago [27][29] - Retail sentiment is improving, with high enthusiasm for technology and the fourth industrial revolution, as evidenced by discussions in social media communities [31][32] ETF Composition and Strategy - The Retail Kings ETF may include stocks related to crypto if they meet the momentum scoring criteria, but there is caution regarding current market conditions for cryptocurrencies [33][35] - The ETF undergoes quarterly rebalancing to adapt to market changes and investor sentiment [37]

Core Insights - Tyler Technologies reported its financial results for the fourth quarter ended December 31, 2025, highlighting its position as a leading provider of integrated software and technology services for the public sector [1][1][1] Financial Performance - The company generated revenues of $1.850 billion in 2022, with a net income of $164.2 million for the same year [1][1][1] Shareholder Actions - Tyler Technologies' board of directors approved a share repurchase plan for its Class A Common Stock, amounting to $1 billion [1][1][1] Strategic Developments - The company signed a definitive agreement to acquire For The Record, a pioneer in digital court-recording technology, indicating a strategic move to enhance its service offerings [1][1][1] Upcoming Events - A conference call and webcast is scheduled for February 12, 2026, to discuss the fourth quarter 2025 results, allowing stakeholders to engage directly with the company's leadership [1][1][1]

Core Viewpoint - Veeva Systems is set to announce its financial results for the fourth quarter and full fiscal year ending January 31, 2026, on March 4, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call and webcast scheduled for March 4, 2026, at 2:00 p.m. PT (5:00 p.m. ET) [1] - Prepared remarks will be available on Veeva's investor relations website at approximately 1:05 p.m. PT (4:05 p.m. ET) [1] - A replay of the webcast will be accessible on the website following the live event [1] Group 2: Company Overview - Veeva Systems provides industry cloud solutions for life sciences, including software, data, and business consulting [1] - The company serves over 1,500 customers, including major pharmaceutical companies and emerging biotechs [1] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves [1]