Key Takeaways RELY, FTI, SHIP, AU and TPR screen for strong relative price strength.FTI's EPS is expected to grow 11.8% in 2026. The company beat estimates in 3 of 4 quarters.AU is set to experience 60% EPS growth in 2026.Wall Street stepped into 2026 with a solid footing after three powerful years of gains. Still, February brought fresh swings. Concerns about the long-term payoff from heavy AI spending triggered a rotation out of technology shares, even as many companies delivered strong earnings. The broa ...

Headquartered in Monett, Missouri, Jack Henry & Associates, Inc. (JKHY) is a financial technology company serving banks and credit unions. Commanding a market cap of approximately $11.5 billion, the company delivers core processing platforms that manage deposits, loans, and customer data. It also enables secure payments across Automated Teller Machine (ATM), cards, Automated Clearing House (ACH), and mobile bill pay channels, while strengthening digital banking, treasury, fraud prevention, and integrated ...

Group 1 - Robinhood Markets, Inc. reported that funded customers reached 27.2 million in January 2026, an increase of 190,000 from December 2025 and 1.75 million year-over-year [1][2] - The total platform assets grew 59% year-over-year to $324 billion, indicating larger customer portfolios compared to the previous year [2] - Net deposits for January 2026 totaled $4.5 billion, reflecting a 17% annualized growth rate on December AUC and 33% growth over the last 12 months compared to January 2025 assets [2] Group 2 - Following the release of January 2026 metrics, Goldman Sachs analyst James Yaro lowered the price target for Robinhood to $111 from $130 while maintaining a Buy rating, citing strong growth in funded customers [3] - The company is recognized as a financial technology platform that allows retail investors to make commission-free investments across various financial securities, including ADRs, cryptocurrencies, ETFs, and more [4]

Payoneer Global (NASDAQ:PAYO) is one of the 9 small-cap software infrastructure stocks with highest upside potential. On February 17, Payoneer Global (NASDAQ:PAYO) announced plans to introduce stablecoin capabilities that will be directly integrated into its platform through a partnership with Bridge. The company believes this partnership will unlock new capabilities for businesses to securely receive, hold, and send stablecoins as part of their routine operations. The goal is to simplify international pa ...

Core Insights - The article discusses the latest insights from technology companies regarding AI's impact on their industries, particularly focusing on Adyen and Airbnb's advancements in AI technology and its applications in their business models [1][2]. Adyen - Adyen has introduced Dynamic Identification, which enhances real-time decision-making for payments, improving conversion rates and reducing costs while managing risks more effectively [2][4]. - During peak shopping events, approximately 95% of shoppers were recognized through Dynamic Identification, showcasing its effectiveness in both online and in-store channels [2][4]. - Dynamic Identification is designed to combat the limitations of traditional, document-based identity verification methods, allowing for more adaptive and precise risk assessments [2][6]. - The new Personalize module within Adyen Uplift, developed in the second half of 2025, helps merchants balance payment costs and conversion rates by personalizing the payment experience based on shopper behavior [4][10]. - Pilot tests of the Personalize module showed a 6% improvement in conversion rates and a 3% reduction in transaction costs for merchants [10]. Airbnb - Airbnb has deployed an AI agent for customer support, which currently resolves one-third of support issues, significantly speeding up resolution times [11][12]. - The company plans to expand the AI agent's capabilities globally, aiming to enhance customer support quality while reducing costs [12][13]. - Airbnb is developing an AI-native experience within its app to personalize user interactions, helping guests plan trips and assisting hosts in managing their businesses more effectively [13][14]. - Management believes that integrating AI will not negatively impact profitability, as the company focuses on cost-efficient innovations without significant capital expenditures [13][14]. - Airbnb's strategy includes leveraging AI to enhance search functionalities, with ongoing tests for AI search capabilities aimed at improving user experience [16][17]. Arista Networks - Arista Networks has exceeded its AI center networking revenue goal of $1.5 billion for 2025 and anticipates doubling this figure to $3.25 billion in 2026 [18][19]. - The company is positioning itself as a leading provider for AI data centers, focusing on interoperability with major players like NVIDIA and AMD [20][28]. - Arista's networking products are designed to handle both training and inference for AI models, with a focus on reducing congestion and improving performance metrics [22][23]. - The company has seen a significant increase in purchase commitments, reaching $6.8 billion by the end of Q4 2025, primarily driven by demand for AI-related products [25][26]. Cloudflare - Cloudflare has secured significant contracts with leading AI companies, establishing itself as a preferred infrastructure provider for AI applications [36][39]. - The company is witnessing a shift towards AI-driven demand for its services, with AI agents generating significantly more outbound requests compared to traditional applications [42][43]. - Cloudflare's management emphasizes the efficiency of its infrastructure, claiming it can achieve up to 10 times the workload from the same GPU compared to hyperscalers, thus attracting more AI compute spending [45].

Core Insights - Square has expanded its partner ecosystem to nearly 1,000 partners in its Square App Marketplace and Square Specialists directory, enhancing its offerings for sellers [1][2] Group 1: Partner Ecosystem - The partners provide tools that sellers can access and integrate with Square to optimize their business operations [2] - Integrations include websites, booking apps, social channels, marketplaces, accounting, inventory management, fulfillment, operations, analytics, and expert support [3] - The ecosystem offers exclusive partner offers to sellers, aiming to empower local businesses through an interconnected platform [7] Group 2: Business Performance - Square's gross payment volume (GPV) increased by 12% year over year in Q3, with international markets growing by 26% compared to 9% in the U.S. [8] - The GPV from mid-market sellers now represents 45% of total GPV, indicating a shift in the company's market focus [8][9] - This trend reflects Square's strategy of upmarket expansion, moving away from its original focus on small merchants to a broader business operating platform [9] Group 3: Product Innovations - Square has extended its conversational AI assistant, Square AI, to the UK and expanded its partnership with Thrive for inventory management [10] - New features include AI-powered insights, voice ordering, bitcoin payments, and a mobile app tailored for small businesses [10]

Even without a background in accounting, anyone who has ever glanced at a 10-K or 10-Q can tell that preparing financial statements is a complex, tedious process. While legacy platforms like Workiva and Donnelley Financial Solutions aim to streamline financial reporting, longtime accountants Mary Antony (pictured right) and Kelsey Gootnick (pictured center) found themselves exhausted by various manual hurdles within these tools (co-founder and CTO Jared Tibshraeny is pictured left). The duo met seven ...

Week's Best: This Is Hazel, the AI Tool That Rocked Markets - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.---# Week's Best: This Is Hazel, the AI Tool That Rocked Markets## Here's our weekly roundup of the most-read articles at Barron's Adv ...

Core Insights - DeFi Technologies Inc. is hosting a webinar on February 24, 2026, to discuss the launch of the DEFT Valour Investment Opportunity Index, which aims to provide an institutional-grade benchmark for capital allocation in the digital asset market [1][1][1] Company Overview - DeFi Technologies Inc. is a financial technology company that connects traditional capital markets with decentralized finance (DeFi) [1][1] - The company is the first Nasdaq-listed digital asset manager, offering equity investors diversified exposure to the decentralized economy through an integrated business model [1][1] - DeFi Technologies includes subsidiaries such as Valour, Stillman Digital, Reflexivity Research, Neuronomics, and DeFi Alpha, each focusing on different aspects of digital assets and financial technology [1][1][1] Webinar Details - The webinar will feature Andrew Forson, President of DeFi and Chief Growth Officer at Valour, who will provide updates on the DVIO Index and discuss its implications for regulated investor flows and future market analytics [1][1][1] - Registration for the webinar is available through the company's website [1]

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions revealed extreme volatility and market leadership. A copy of the letter can be downloaded here. In Q4 2025, Conestoga Capital Advisors SMid Cap Strategy trailed the Russell 2500 Growth Index, returning -2.71% vs. 0.33% for the Index. Relative performance fluctuated ...