Software as a Service (SaaS)
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Consensus Cloud Solutions (CCSI) Reports Q4 2025 Revenue of $87.07M and 13.7% Growth in Adjusted EPS
Yahoo Finance· 2026-02-24 11:51
Consensus Cloud Solutions Inc. (NASDAQ:CCSI) is one of the best stocks for beginners with little money in 2026. On February 9, Consensus Cloud Solutions reported earnings for Q4 and full year 2025. The company made $87.07 million in revenue for Q4, which was a modest improvement of 0.10% year-over-year and a modest Street beat of $448,160. However, adjusted EPS grew by 13.7% to $1.41. The company’s corporate revenue grew 7.3% year-over-year in Q4, the highest rate since 2022. This segment now accounts fo ...
Miivo Holdings Corp. Announces Engagement of Investing News Network
TMX Newsfile· 2026-02-24 04:20
Group 1 - Miivo Holdings Corp. has entered into a 12-month advertising and investor awareness campaign with Dig Media Inc. dba Investing News Network, costing $25,000 plus GST, payable in four installments [1] - The agreement does not include performance-based compensation, and INN will not receive any equity as compensation [1] - At the time of the agreement, INN and its principals held no direct or indirect interest in Miivo's securities [1] Group 2 - Miivo is focused on transforming how small and medium-sized enterprises (SMEs) access financial intelligence through its AI CFO platform, which aims to optimize operations and improve financial performance [2] - The company is positioned at the forefront of the rapidly expanding AI SaaS market for SME solutions, guided by a leadership team with extensive experience in technology and AI [2]
小鹅通港股IPO失效
Zhi Tong Cai Jing· 2026-02-24 01:08
| 025 | Xiaoe Inc. | | --- | --- | | | 05/09/2025 整體協調人公告 - 委任(經修訂) | | | 22/08/2025 申請版本(第一次呈交) 全文檔案 [四] 多檔案》 | | | 前提交文件: | | | 22/08/2025 整體協調人公告 - 委任 阿 | 根据灼识咨询报告,以2024年的收益计算,公司位列中国交互型私域运营解决方案供应商第一名,私域运营解决方案供应商前三名。根据同一资料来源,以 收益衡量,公司亦是往绩记录期间内中国前五大私域运营解决方案供应商中增长最快的。 Xiaoe Inc.(简称:小鹅通)于2025年8月22日所递交的港股招股书满6个月,于2026年2月22日失效,递表时中金公司(601995)为其独家保荐人。 招股书显示,小鹅通是一家在私域运营领域中领先的产品驱动SaaS解决方案供应商,赋能企业构建、运营并扩展其去中心化电商基础设施。公司基于云端的 一站式解决方案包括电商、数字化营销及CRM三大模块,将私域运营从流量转化到客户关系管理、从营销到交易促成等全生命周期环节无缝整合为统一系 统。通过消除传统工具的低效与割裂,赋能企业以 ...
Atlassian: This Is Not 2016 Anymore
Seeking Alpha· 2026-02-23 21:11
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.The YTD damage in the current SaaSpocalypse has been brutal, with Atlassian Corporation (NASDAQ: TEAM ) likely being hit the hardest, with its stock down 53% YTD, despite the company reporting accelerating revenue growth in itsAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strate ...
‘Ghost GDP,’ a white-collar recession, and the death of friction: Substack’s top finance writer warns of the 2028 AI crisis nobody sees coming
Yahoo Finance· 2026-02-23 16:30
Framed as a postmortem dispatch written from June 2028, Citrini’s memo describes a dystopian economy where aggressive AI adoption initially drives record corporate profits but—via mass layoffs—ultimately hollows out the American consumer base. There’s a simple problem at the heart of this picture. This is what Citrini calls “ghost GDP,” created by AI, inflating national accounts but never actually circulating through the real economy because of the inconvenient fact that “machines spend zero dollars on disc ...
RAD Intel Launches Lickly, Bringing Real-Time Audience & Creator Intelligence to Mid-Market Brands
Businesswire· 2026-02-23 15:05
LOS ANGELES--(BUSINESS WIRE)--RAD Intel today announced the beta launch of its new portfolio company, Lickly, a real-time SaaS platform built to give mid-market brands access to the same audience intelligence infrastructure traditionally reserved for enterprise teams. Global advertising spend now exceeds $1T annually, and over 40% of that investment fails to reach the right audience or drive measurable outcomes. At the same time, digital culture has fragmented into thousands of fast-moving micr. ...
3 Growth Stocks Down 30% to Buy Right Now
The Motley Fool· 2026-02-23 08:45
Sometimes, the market offers opportunities to buy great stocks at a discount. That's happening now.What goes up can go down. We've seen that adage come true with quite a few stocks in recent months. But can what comes down also go back up? Absolutely, at least in some cases.Some of the sell-offs appear to be overdone. Here are three growth stocks down 30% (or more) to buy right now. 1. DoorDashLike millions of people around the world, you're probably already familiar with DoorDash (DASH +0.04%). The company ...
Datadog, Inc. (DDOG) Reaffirmed as Top Pick After Investor Day Highlights AI and ARR Expansion
Yahoo Finance· 2026-02-22 16:52
Datadog, Inc. (NASDAQ:DDOG) is one the Top 10 AI Stocks in Focus on Wall Street. On February 17, DA Davidson analyst Gil Luria reiterated a Buy rating on the stock with a $225.00 price target. The firm cited clarity following Investor Day, reinforcing the stock as a “Top Pick” for the year. DA Davidson attended Datadog’s investor day in New York City, citing improved confidence in the company’s strategy. Management provided clarity into how Datadog’s platform may evolve, it said, and how it will fit in a ...
Whetstone Dumps 79,000 monday.com Shares Worth $15.3 Million
The Motley Fool· 2026-02-21 20:05
Core Insights - Whetstone Capital Advisors, LLC sold all its shares in monday.com Ltd., amounting to 79,172 shares valued at approximately $15.33 million, during the fourth quarter of 2025 [2][6] - The sale reflects a broader trend of divesting from SaaS stocks that may struggle in the evolving market landscape influenced by artificial intelligence [6][11] Company Overview - monday.com Ltd. is a cloud-based software provider specializing in work management solutions, with a market capitalization of $3.80 billion and a revenue of $1.23 billion for the trailing twelve months (TTM) [4][5] - The company reported a net income of $118.74 million (TTM) and offers a scalable SaaS platform to enhance organizational workflows and collaboration [4][5] Market Performance - As of February 12, 2026, shares of monday.com Ltd. were priced at $73.63, reflecting a significant decline of 76.8% over the past year, underperforming the S&P 500 Index by 89.7 percentage points [7][10] - The stock's price has fluctuated between $68.68 and $316.98 over the past 52 weeks, indicating high volatility [10] Investment Implications - The decision to sell monday.com was significant as it was the largest position closed by Whetstone in the fourth quarter, suggesting a strategic shift in the fund's investment approach [6][9] - Despite the sale, Whetstone maintains a substantial investment in technology stocks, indicating a selective approach rather than a complete withdrawal from the sector [10]
Atlassian: One Of The Biggest Casualties Of The SaaS-Pocalypse
Seeking Alpha· 2026-02-21 14:21
Core Insights - The individual has extensive experience in investment research, having worked in various roles across different investment firms in Toronto for nearly a decade [1] - The journey began in sell-side research at a Canadian bank, followed by positions in a hedge fund, a family office, and wealth management [1] - Achieving CFA and CAIA designations by the age of 25 was a significant milestone in the individual's career [1] Lifestyle Changes - The individual has transitioned to living in a yurt in the boreal forest, approximately 100 kilometers from the nearest paved road or grocery store [1] - This lifestyle choice reflects a desire for freedom and connection with nature, as the individual enjoys a self-sufficient life surrounded by wildlife [1] - The individual expresses gratitude for life experiences and the lessons learned throughout their journey [1]