NEW YORK, July 10, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Olo Inc. (NYSE: OLO), its board of directors, its executive officers, and founder and current CEO Noah H. Glass for potential breaches of their fiduciary duties to shareholders in connection with the pending sale of Olo to Thoma Bravo Discover Fund IV, L.P. ("Thoma Bravo") for $10.25 per share. If you are a current shareholder of Olo, you are encouraged to obtain additional info ...

Editor's note: Seeking Alpha is proud to welcome Sophos Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill their growth potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - Adobe Systems (ADBE) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 14%, with projected EPS growth of 12% this year, surpassing the industry average of 11.9% [5] Group 2: Financial Metrics - Adobe's year-over-year cash flow growth stands at 11.9%, exceeding the industry average of 9.4% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 13.6%, compared to the industry average of 10.5% [7] Group 3: Earnings Estimates - The current-year earnings estimates for Adobe have been revised upward, with the Zacks Consensus Estimate increasing by 2% over the past month [8] - Adobe has achieved a Growth Score of B and a Zacks Rank 2 due to positive earnings estimate revisions, indicating potential for outperformance [10]

Morgan Stanley is sounding out investors for $950 million of leveraged loans to refinance software platform BetaNXT’s debt https://t.co/zN5xJCd8SO ...

Microsoft's Outlook email service malfunctioned for several hours Wednesday and Thursday, prompting some people to post on social media about the inability to reach their virtual mailboxes.The issue began at 6:20 p.m. Eastern time on Wednesday, according to a dashboard the software company maintains. It affected Outlook.com as well as Outlook mobile apps and desktop programs. At 12:21 ET the Microsoft 365 Status account posted that it was rolling out a fix."Our configuration changes have effectively resolve ...

The artificial intelligence boom may be just getting started.Tech stocks have led the charge off the April lows as this bull market enters its next phase. Semiconductor stocks and related companies remain at the heart of the movement.Astera Labs has been a major beneficiary. The company designs and manufactures semiconductor-based connectivity solutions for cloud and AI infrastructure. Astera offers an intelligent connectivity platform and high-speed connectivity integrated circuits as well as modules, boar ...

Core Insights - BILL Holdings (BILL) shares have declined 43.7% year-to-date, underperforming the broader Zacks Computer & Technology sector and the Zacks Internet - Software industry, which have returned 7% and 16.1% respectively [2][9] - The decline is attributed to a challenging macroeconomic environment, persistent inflation, and high interest rates affecting small and medium businesses (SMBs) spending on digital initiatives [2][9] Company Performance - BILL is experiencing growth in its SMB clientele, with partnerships with companies like Regions Financial and Adyen enhancing its digital payment solutions [5][6][7] - In Q3, BILL processed nearly $79 billion in payments across 30 million transactions, adding 4,200 new customers, driven by AI and automation features [10][12] - The company launched new solutions like Supplier Payments Plus and financial automation innovations to streamline SMB payments and improve cash flow management [11] Financial Guidance - For Q4 fiscal 2025, BILL expects revenues between $370.5 million and $380.5 million, indicating year-over-year growth of 8-11% [13] - For the full fiscal 2025, revenues are projected between $1.45 billion and $1.46 billion, suggesting a year-over-year growth of 12-13% [14] Earnings Estimates - The Zacks Consensus Estimate for Q4 fiscal 2025 earnings is 40 cents per share, reflecting a year-over-year decline of 29.82% [15] - The consensus for fiscal 2025 revenues is pegged at $1.46 billion, indicating a year-over-year growth of 13.02% [16] Competitive Landscape - Despite its expanding portfolio, BILL faces stiff competition from accounting software providers like SAP and Intuit, which have launched services that directly challenge BILL's market position [17][18]

Core Insights - GitLab (GTLB) shares have declined by 16.8% year-to-date, underperforming the broader Zacks Computer & Technology sector, which has risen by 7%, and the Zacks Internet - Software industry, which has increased by 16.2% [1][2][10] - The underperformance is attributed to macroeconomic uncertainties and heightened competition in AI-enabled DevSecOps, particularly from larger competitors like Microsoft [2][10] - Despite challenges, GitLab is experiencing strong demand for its DevSecOps platform, with significant growth in its customer base [4][5] Stock Performance - GitLab's stock has lagged behind Microsoft, which has gained 19.4% year-to-date [2][10] - The company reported a 13% year-over-year increase in customers with over $5K in Annual Recurring Revenue (ARR) and a 26% increase in customers with over $100K in ARR in Q1 FY26 [5][10] Product and Portfolio Expansion - GitLab launched GitLab 18 in May 2025, introducing AI-native features and integrated tools for Premium and Ultimate customers at no additional cost [6][7] - The company achieved FedRAMP Moderate Authority to Operate status for GitLab Dedicated for Government, enhancing its offerings for federal agencies [8] Partnerships and Collaborations - GitLab is leveraging partnerships with major cloud platforms like Google Cloud and Amazon to expand its reach among large enterprise customers [11][12] - The integration of Amazon Q's AI agents into GitLab's platform aims to accelerate development and streamline security processes [11] Financial Guidance - For Q2 FY26, GitLab expects revenues between $226 million and $227 million, reflecting a growth of approximately 24% year-over-year [13] - For the full fiscal year 2026, the revenue forecast is between $936 million and $942 million, indicating a similar growth rate [14] Earnings Estimates - The Zacks Consensus Estimate for GTLB's Q2 FY26 earnings is 16 cents per share, with a year-over-year increase of 6.67% [15] - The consensus for fiscal 2026 earnings is pegged at 75 cents per share, reflecting a year-over-year increase of 1.35% [16] Valuation Metrics - GTLB is currently trading at a forward price/sales ratio of 7.57X, which is higher than the sector average of 6.57X, indicating a stretched valuation [17]

Datadog Named a Leader in the 2025 Gartner(R) Magic Quadrant(TM) for Observability PlatformsPositioned based on its Ability to Execute and Completeness of VisionJuly 10, 2025 12:30 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - July 10, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it has been named a Leader in the Gartner Magic Quadrant for Observability Platforms, 2025. This is the fifth consecutive yea ...

While analysts speculate about Apple's next move following the COO exit, the raw numbers suggest it could reshape the AI landscape practically overnight—if it chose to. Wedbush analyst Dan Ives has pointed out potential AI targets like Perplexity, but others believe Apple should think even bigger. Two names at the top of that list? Datadog Inc DDOG, valued at around $48 billion; and Tempus AI Inc TEM, valued at approximately $10.4 billion. Apple's cash reserve – about $60 billion – is more than just a cushi ...