First off, the market isn't crashing. But there's no telling when the next one could occur. It could be tomorrow, next year, or maybe even the next decade. There's no way of knowing for sure, and oftentimes, crashes come out of the blue. If they were foreseeable events, then it would be more of a gradual sell-off. Investors must be prepared for crashes because the market tends to recover fairly quickly. Take last year's tariff-induced crash, for example. From its mid-February all-time high to early April ...

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 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Baird upgraded Henry Schein (HSIC) to Outperform from Neutral with a price target of $100, up from $78. The firm believes the bias across its dental names remains to the upside.UBS upgraded BlackRock (BLK) to Buy from Neutral with a $1,280 price target. The upgrade is supported by strong Q4 results, positive comme ...

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 ...