Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”.  A copy of the letter can be downloaded here. The Fund seeks to invest in companies that possess franchise characteristics, with strong earnings trajectories, and are trading at a discount to the estimated private market value. US equities ended a record year with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered - ...

and Smuckers and Black Rockck getting some upgrades and Sam Botis back with me here taking a look at some of these big movers on Wall Street. Sam, so let's start off because we mentioned Nvidia with the upgrade and the earnings and then there's Alphabet Google with another upgrade here too. >> This is sitting up 1% right now at the start of trade.In fact, this is one of our big winners off the back of the Friday session following the uh Supreme Court's tariff decision. So, it actually rallied off the back o ...

Core Viewpoint - Palantir Technologies Inc. (PLTR) is experiencing a price downturn despite strong earnings and operational performance, currently trading at a 34.8% discount from its all-time high, presenting a potential investment opportunity due to significant short-term price upside potential [1]. Financial Performance - Government revenues increased by 60.4% year over year to $730 million, while commercial revenues surged by 81.8% annually to $677 million, with a total customer count of 954 as of December 31 [4]. - The company is projected to achieve first-quarter revenues of $1.53 billion, indicating an 8.5% sequential growth, and expects full-year revenues of approximately $7.19 billion, reflecting a 61% year-over-year growth [12]. Business Model and Strategy - Palantir's core customer base includes large government and corporate clients seeking tailored AI/ML services, contributing to a 21.3% compound annual growth rate (CAGR) from 2020 to 2024 [5]. - The launch of the Artificial Intelligence Platform (AIP) in 2023 has accelerated growth in the commercial sector, allowing clients to analyze data effectively and adapt to business goals [6][8]. - AIP provides access to various large language models (LLMs), enabling organizations to transform data into actionable insights, reducing dependency on government contracts [7]. AI Integration and Market Position - Palantir's AI strategy integrates its Foundry and Gotham platforms, promoting AI adoption across government and commercial sectors, particularly in data-intensive industries like defense, healthcare, and finance [9][10]. - The company is involved in significant defense initiatives, such as the Department of Defense's Open DAGIR project, enhancing military operations through AI solutions [10]. Customer Acquisition and Growth - AIP boot camps have successfully engaged over 1,000 companies, showcasing the platform's capabilities and facilitating customer acquisition across various sectors [11]. - The modular sales approach allows clients to purchase specific product components, lowering entry barriers and expanding the U.S. commercial customer base [14][15]. Future Outlook - The Zacks Consensus Estimate for 2026 indicates revenues of $7.22 billion and earnings per share of $1.34, representing year-over-year increases of 61.3% and 78.7%, respectively [16]. - For 2027, revenues are expected to reach $10.11 billion, with earnings per share projected at $1.89, indicating a 40% year-over-year growth [17]. - Long-term growth potential is strong, with earnings per share growth estimated at 49.5% compared to 16.3% for the S&P 500 [18]. Price Target and Investment Thesis - The short-term average price target for PLTR suggests a potential increase of 48.2% from the last closing price of $135.24, with a maximum upside of 92.3% and a downside of 33.3% [19]. - Palantir holds a Zacks Rank 2 (Buy), indicating confidence in its ability to capitalize on the AI boom through robust execution and a leading product portfolio [20].

Philadelphia, Pennsylvania--(Newsfile Corp. - February 23, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS) ("Varonis" or the "Company") on behalf of investors who purchased or otherwise acquired Varonis securities during the period of February 4, 2025 through October 28, 2025 (the "Class Period").Investor Deadline: Investors who purchased Varonis securities during the Class Period may, no later than M ...

The Supreme Court, in a 6-3 ruling on Friday, voided ‌most of the tariffs ⁠Trump imposed ⁠last year, finding that the emergency law he relied on did not allow the imposition of tariffs.Using a different statute, Trump announced first a 10%, then a 15%, global levy that could last five months while the administration searches for more durable workarounds.Trump renewed his condemnation of the Supreme Court on Monday, vowing to turn to other tariff powers and licenses but giving no details.All three main stoc ...

Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the fourth quarter of 2025, the Small Company Fund (Investor shares) fell 1.50%, behind the Russell 2000® Growth index's 1.22% gain. Real estate and telecommunications businesses led the benchmark's performance for the quarter. The Fund was down 11.46% in 2025, significantly lagging the Index’s 13.0 ...

Brown Capital Management, an investment management company, released its fourth quarter 2025 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the fourth quarter of 2025, the Small Company Fund (Investor shares) fell 1.50%, behind the Russell 2000® Growth index's 1.22% gain. Real estate and telecommunications businesses led the benchmark's performance for the quarter. The Fund was down 11.46% in 2025, significantly lagging the Index’s 13.0 ...

After rejecting a buyout offer from Adobe and instead opting to go public, Figma (NYSE: FIG) has struggled in terms of stock price. The collaborative design platform company has been caught in the software-as-a-service (SaaS) sell-off, which has taken the stock to below its $33 IPO price. For a stock that opened at $85 its first day of trading and closed at $115.50, it has been a hard fall from grace. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks ...

No-Headquarters/BOZEMAN, Mont.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced that Cortex Code CLI, Snowflake's AI coding agent for local development environments, is expanding beyond Snowflake-native workflows towards supporting any data source across systems, starting with dbt and Apache Airflow®1 (now generally available). With this extended support, developers unlock secure, context-aware AI assistance within their preferred data engineering systems — e. ...

Company Overview - Varonis Systems, Inc. is a leading provider of data security and analytics software, serving over 2,400 employees and a global enterprise customer base [5] - The company's strategy focuses on enabling organizations to protect sensitive information, manage access, and comply with regulatory requirements through advanced, scalable solutions [5] - Varonis leverages proprietary technology and expertise to help clients address evolving data protection challenges in both on-premises and cloud environments [5] Financial Performance - As of February 17, 2026, Varonis reported a revenue of $623.53 million and a net income of ($129.32 million) [3] - The share price was $25.32, reflecting a one-year price change of -42.74%, underperforming the S&P 500 by 54.5 percentage points [3] Recent Transactions - American Capital Management increased its position in Varonis Systems by acquiring 137,233 shares during the fourth quarter of 2025, with an estimated transaction value of $5.76 million [2][8] - The value of the Varonis position at quarter-end fell by $29.34 million, which includes the impact of additional shares and changes in share price [2]