AR

Search documents
MongoDB Intensifies Focus on Subscriptions: What's the Path Ahead?
ZACKS· 2025-07-23 18:31
Key Takeaways MDB is prioritizing long-term subscription growth by focusing on enterprise and self-serve channels. AI efforts include real-time data integration and new embedding features from its Voyage AI acquisition. MDB is expanding global reach with multilingual documentation and training for relational developers.MongoDB (MDB) is laying the groundwork for sustained subscription growth through a focused, long-term approach. The company is doubling down on the enterprise segment, where it sees the big ...
Will Escalating Medical Costs Dampen Centene's Q2 Earnings?
ZACKS· 2025-07-23 18:21
Key Takeaways CNC's Q2 earnings estimate of 68 cents per share reflects a 71.9% drop from the prior-year quarter. Premium revenues are projected to rise 14% amid growth in the Commercial Marketplace business. We expect medical costs to surge 17.8% year over year, squeezing CNC's overall margins.Centene Corporation (CNC) is scheduled to release second-quarter 2025 results on July 25, before the opening bell. The Zacks Consensus Estimate for earnings is pegged at 68 cents per share, which indicates a 71.9% ...
US Nuclear Body Among Those Impacted By SharePoint Breech
Bloomberg Technology· 2025-07-23 18:13
Just how extreme are these hacks. What sort of information do we understand that they've managed to gather. So we're still learning about what they're gathering.And it's it's a hard question to answer in a lot of cases. The thing we know they've taken in at least some instances are sign in credentials, usernames, passwords, other information that's used to secure systems. And that's particularly concerning because it means the hackers can potentially branch out from what the one system they got into here.Ja ...
UiPath Stock Screams Undervalued as Market Overlooks Its RPA Dominance
ZACKS· 2025-07-23 18:11
Key Takeaways UiPath's 4.18X forward P/S ratio undercuts the industry average of 5.85X, signaling potential undervaluation. PATH's RPA platform powers digital shifts in finance, healthcare and logistics with strong recurring revenue. Partnerships with Microsoft and SAP reinforce PATH's enterprise edge and automation-first growth strategy.UiPath Inc. (PATH) is trading at a discount that growth investors shouldn't ignore. With a forward 12-month price-to-sales (P/S) ratio of just 4.18X — well below the indu ...
SNOW Stock Trades Higher Than Industry at 14.2 P/S: Buy, Sell or Hold?
ZACKS· 2025-07-23 17:46
Core Insights - Snowflake (SNOW) shares are considered overvalued with a Value Score of F, trading at a forward 12-month Price/Sales (P/S) ratio of 14.2X compared to the industry average of 5.9X [1][7] - The company has seen a significant stock performance increase of 37.6% year-to-date, outperforming the Zacks Computer and Technology sector and the industry [4] - Snowflake is experiencing growing enterprise adoption of its AI Data Cloud and Cortex AI, which is driving demand and revenue growth [5][11] Financial Performance - First-quarter product revenues increased by 26% year-over-year to $996.8 million, with second-quarter estimates at $1.04 billion, indicating a 25.4% growth [11][20] - The Zacks Consensus Estimate for second-quarter earnings is pegged at 26 cents per share, reflecting a 44.44% year-over-year increase [21] Customer and Market Expansion - Snowflake's customer base grew to 11,578, an 18% increase year-over-year, with expectations to reach 11,961 customers in the second quarter [18] - The company has expanded its partnerships with major players like Microsoft and NVIDIA, enhancing its AI capabilities and market positioning [19] Product Development and Innovation - Snowflake has introduced over 125 new features, including enhancements to its AI Data Cloud and the launch of Openflow for real-time data ingestion [12][15] - The acquisition of Crunchy Data aims to attract Postgres-native developers and support transactional workloads [16] Competitive Landscape - Snowflake faces competition from hyperscale cloud providers and analytics vendors like Teradata and MongoDB, which are expanding their capabilities [22][23] - Despite competitive pressures, Snowflake's strong partner ecosystem and ongoing platform enhancements position it well for long-term growth [22]
Citigroup Ups Focus on Privately-Held AI Startups
PYMNTS.com· 2025-07-23 17:33
Citigroup is reportedly increasing its research efforts into private companies.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Heath Terry, a veteran of firms like Goldman Sachs, joined Citi to head coverage of the ...
India's Infosys narrows revenue forecast as profits beat expectations
TechXplore· 2025-07-23 17:30
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain Indian IT giant Infosys on Wednesday increased the lower end of its annual growth forecast for the current fiscal year after reporting better-than-expected results for the June quarter. The figures indicate a slow revival in client spending at India's second-largest software services exporter ...
BigBear.ai Stock: Hype Fueled The Rally, But What Comes Next?
Seeking Alpha· 2025-07-23 17:29
BigBear.ai Holdings, Inc. (NYSE: BBAI ) could be considered a rookie in the artificial intelligence and analytics market, but the company itself has been around since 2008 and made headlines after it was acquired by NuWave SolutionsRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. ...
Are Meme Stocks Back? Retail Traders Flock to KSS, DNUT, GPRO
Schaeffers Investment Research· 2025-07-23 17:25
The meme-stock frenzy is back this summer, with some new names drawing traders' attention. Kohl's Corp (NYSE:KSS) stock entered the spotlight earlier this week, jumping 8.8% on Monday and a whopping 37.6% on Tuesday. Today, the retailer was last seen down 15.2% at $12.18, dropping back into negative territory for the year, though the $12 level looks like it could move in as support. Shares of Krispy Kreme Inc (NASDAQ:DNUT) were last seen up 6.9% at $4.41, extending yesterday's 26.8% pop and heading for thei ...
The Trade Desk Joins the S&P 500
The Motley Fool· 2025-07-23 17:25
In this podcast, Motley Fool CEO Tom Gardner and contributors Jon Quast and Matt Frankel discuss:The Trade Desk is now included in the S&P 500.Bitcoin's rising appeal as a corporate treasury strategy.A surging interest in trading stock options.Stocks worth watching.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.A full transcript is below. This podcast was recorded on July 17, 2025.Jon Quas ...