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 ...

The MicroStrategy stock price has staged a notable rebound in recent weeks, but that recovery may now be facing its biggest test. With markets set to reopen for the last week of February, the stock remains highly sensitive to both Bitcoin’s weakness and shifting investor sentiment. MSTR is currently trading near $131 after rebounding nearly 30% from its February 5 low. Despite this bounce, the stock is still down about 19% over the past month and more than 60% over the past three months. This weak recover ...

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 ...

Core Insights - Figma has opted to go public after rejecting a buyout offer from Adobe, but its stock price has struggled, falling below its $33 IPO price despite a strong opening at $85 and closing at $115.50 on its first trading day [1] Financial Performance - For Q4, Figma reported a revenue increase of 40% year-over-year, reaching $303.8 million, surpassing analyst expectations of $293.15 million [4] - The adjusted EPS for Q4 was $0.08, slightly above analyst estimates [4] Customer Metrics - Figma achieved a net revenue retention (NRR) rate of 136% for customers with annual recurring revenue (ARR) of $10,000 or more, indicating strong growth from existing clients [5] - The NRR has been increasing, with rates of 131% in Q3 and 129% in Q2 [5] Product Adoption and AI Integration - Strong cross-platform adoption is evident, with 80% of weekly users of Figma Make also using Figma Design, highlighting product integration [6] - The company has expanded its product lineup to eight solutions and reported that 75% of customers with ARR above $10,000 are now using AI credits weekly, a significant increase from the previous year [7] Future Projections - Figma forecasts 2026 revenue between $1.366 billion and $1.374 billion, indicating approximately 30% year-over-year growth at the midpoint [8] - For Q1, the expected revenue is between $315 million and $317 million, representing 38% year-over-year growth at the midpoint [8] Valuation and Growth Potential - The company's forward price-to-sales (P/S) ratio is around 8.5 times, which is considered attractive given the projected 30% revenue growth [10] - Figma is introducing new AI-powered products and shifting its pricing model to charge for AI credit usage, which is expected to drive further growth [10]

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]

And now I'd like to welcome in Kevin Green who's joining me to help me set up the action today. And so KG, as far as last week, I mean it was a busy week. I I had a guest call it as like markets are tired and I was like I think that I am as well.We have a new week to kick things off of course a full week. We had a holiday short and trading week last week. What are you watching this week. What are your key assessments from last week.>> Yeah, Jenny, I would actually agree. If you kind of look at the technical ...

Core Insights - Brown Capital Management's Small Company Fund underperformed in Q4 2025, with a decline of 1.50% compared to the Russell 2000® Growth index's gain of 1.22% [1] - The Fund's performance for the entire year of 2025 was down 11.46%, significantly lagging behind the Index's return of 13.01% [1] - The Fund's investment strategy is based on company fundamentals, which showed strong revenue and earnings growth in 2025 [1] Company Focus: Veeva Systems Inc. - Veeva Systems Inc. (NYSE:VEEV) is a technology company providing a cloud-based software platform for the life sciences industry, with a market capitalization of $29.64 billion [2] - The stock of Veeva Systems Inc. experienced a one-month return of -19.57% and a 52-week decline of 20.26% [2] - Veeva Systems was identified as a detractor from the Fund's performance in Q4 2025, despite its strong market position and innovative solutions in the life sciences sector [3] - The company's offerings include Veeva Customer Relationship Management (CRM) and Veeva Vault, which have established a dominant market position and present opportunities for growth in clinical applications [3] - Veeva's client base includes major global pharmaceutical companies such as GlaxoSmithKline, AstraZeneca, Eli Lilly, Merck, and Novartis [3]

IMAX To Present at the Morgan Stanley Technology, Media & Telecom ConferenceFeb 23, 2026 8:30 AM Eastern Standard Time# IMAX To Present at the Morgan Stanley Technology, Media & Telecom ConferenceShare---NEW YORK--([BUSINESS WIRE])--IMAX Corporation (NYSE: IMAX) today announced that the Company will participate in the Morgan Stanley Technology, Media & Telecom Conference.Event: Morgan Stanley Technology, Media & Telecom Conference Location: San Francisco, CA Fireside Date: Monday, March 2nd Fireside Time: 4 ...

NEW YORK, Feb. 23, 2026 (GLOBE NEWSWIRE) -- ToltIQ, the leading AI-powered platform for private equity due diligence, today announced a partnership with Intapp (NASDAQ: INTA), a global leader in AI-powered solutions for professionals at advisory, capital markets, and legal firms. The integration connects ToltIQ's due diligence platform with Intapp DealCloud, enabling private equity and private credit firms, Family Offices and other private markets investment professionals to share diligence findings directl ...