Core Viewpoint - Bleichmar Fonti & Auld LLP is investigating Olo Inc. and its leadership for potential breaches of fiduciary duties related to the company's pending acquisition by Thoma Bravo for $10.25 per share, valuing Olo at approximately $2 billion in equity [1][3][4]. Company Overview - Olo Inc. operates an open SaaS platform for restaurants, facilitating digital commerce operations including ordering, delivery, engagement, and payments [3]. - The company's stock is divided into Class A and Class B shares, with Class B shares having ten votes per share compared to one vote for Class A shares. As of December 31, 2024, directors and executive officers collectively owned approximately 82% of the voting power of Olo's outstanding capital stock [3]. Acquisition Details - On July 3, 2025, Olo announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction [3]. - The acquisition price of $10.25 per share represents a 65% premium over Olo's unaffected share price of $6.20 as of April 30, 2025, indicating a significant increase in shareholder value [3].

Core Viewpoint - Bleichmar Fonti & Auld LLP is investigating Olo Inc. and its leadership for potential breaches of fiduciary duties related to the company's pending acquisition by Thoma Bravo at a price of $10.25 per share, which values Olo at approximately $2 billion in equity [1][3][4]. Company Overview - Olo Inc. operates an open SaaS platform designed for restaurants, facilitating digital commerce operations such as ordering, delivery, engagement, and payments [3]. - The company's stock is divided into Class A and Class B shares, with Class B shares having ten votes per share compared to one vote for Class A shares. As of December 31, 2024, directors and executive officers collectively owned about 82% of the voting power of Olo's outstanding capital stock [3]. Acquisition Details - On July 3, 2025, Olo announced a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction, with shareholders set to receive $10.25 per share [3]. - The purchase price represents a 65% premium over Olo's unaffected share price of $6.20 as of April 30, 2025 [3]. Legal Investigation - The investigation by BFA Law focuses on whether Olo's board of directors, executive officers, and CEO Noah H. Glass acted in the best interests of shareholders during the merger process [4].

Key Takeaways New coverage on KARO, OPFI, QXO, and UFCS signals analyst confidence despite economic uncertainty. Each stock has seen recent EPS estimate hikes, highlighting optimism about its growth potential. These stocks have also outperformed their industries over the past three months, boosting investor appeal.In today’s uncertain economic climate, new analyst coverage has become increasingly valuable for investors navigating volatility. With the Federal Reserve maintaining interest rates and signalin ...

Company Overview - Sidetrade celebrates 20 years as a listed company, having multiplied its market valuation twentyfold since its IPO on July 7, 2005 [1] - The company is recognized as a global leader in AI-powered Order-to-Cash applications, with a unique success story rooted in performance, innovation, resilience, and independence [1][4] Founding Vision and Growth Strategy - Founded by Olivier Novasque in 2000, Sidetrade aimed to transform the financial relationship between customers and suppliers, moving towards a performance-driven model [2] - The company adopted a SaaS model from the beginning, rejecting the traditional on-premises approach, which has proven to be a visionary decision [2] - Sidetrade prioritized self-financed growth, raising only essential funds and avoiding public fundraising or shareholder dilution [3][4] Financial Performance - As of July 4, 2025, Sidetrade's share price increased to €249, representing a stock market performance of over +1,800% since its IPO, significantly outperforming the CAC Mid & Small index, which rose by +164% [5] - The company reported a revenue growth of +26% in 2025, with an operating margin of 15% and a net income of €7.9 million [6] - Sidetrade holds nearly €50 million in cash and treasury shares, reflecting its sustained growth strategy and investment in artificial intelligence [5] Innovation and Recognition - Sidetrade's innovation capabilities have been recognized by various industry rankings, including being named a Leader in Gartner® Magic Quadrant™ for three consecutive years and ranked among Europe's 150 Most Innovative Companies by Fortune [6][7] - The company has developed a cloud-native architecture and proprietary AI technology, analyzing over $7.2 trillion in intercompany transactions daily [11] Global Presence and Market Position - Sidetrade has expanded its operations globally, generating 65% of its revenue outside France and supporting major enterprises in 85 countries [8] - The company was included in the Euronext Tech Leaders index in June 2025, highlighting its status as a European tech champion [9] Future Outlook - Analysts believe Sidetrade holds significant upside potential, with a substantial valuation gap compared to North American SaaS players, driven by its strong fundamentals and leadership in artificial intelligence [10]

On June 25, 2025, Ralliant Corp. RALW, a spin-off of Fortive Corp FTVW FTV commenced when-issued trading on the NYSE. Earlier on September 4, 2024, FTV announced plans to separate its Precision Technologies business into a separate publicly listed company, Ralliant Corp, via a tax-free spin-off transaction. The parent will retain the Intelligent Operating Solutions (IOS) and Advanced Healthcare Solutions (AHS) business segments, boasting a portfolio with 50% recurring revenue. We see the spin-off as a move ...

Group 1 - Sidetrade has been ranked 141st in Fortune's list of Europe's Most Innovative Companies 2025, recognized for its strong innovation culture [1][2] - The evaluation for the list involved over 108,000 assessments from experts and employees, focusing on product innovation, process innovation, and innovation culture [1] - The company has a continuous innovation trajectory since its founding in 2000, with its technological foundation established in Paris, which ranks fourth globally in technology ecosystems as of 2025 [2] Group 2 - Sidetrade's CEO highlighted the company's technological lead, estimating it to be over three years ahead of the market, particularly in the era of agentic AI [3] - The company is redefining the Order-to-Cash process by equipping finance departments with autonomous agents that can act and adapt in real time, marking a strategic transformation in its business model [3][4] - Analysts view Sidetrade as a strategically undervalued asset, capable of capturing increasing value in a market that is under-equipped for the emergence of agentic AI [4] Group 3 - Sidetrade's AI platform, Aimie, analyzes $7.2 trillion worth of B2B payment transactions daily, predicting customer payment behavior and attrition risk for over 40 million buyers globally [5] - The company operates with a global workforce of over 400 employees, serving clients in more than 85 countries, including notable firms like BMW Financial Services and KPMG [6] - Sidetrade adheres to the principles of the United Nations Global Compact, emphasizing responsible business practices [6]

I like to keep things simple—I look for stocks that have strong price momentum, top Zacks Ranks, reasonable valuations and high growth forecasts. Momentum indicates that the market recognizes a winner, the Zacks rank reflects improving analyst expectations, a reasonable valuation limits downside risk and growth is what ultimately drives stock returns. When a stock checks all these boxes, and flies under the radar, that’s even better.Olo ((OLO), Palomar Holdings ((PLMR) and Exelixis ((EXEL) all fit this prof ...

PAR (PAR) FY Conference June 04, 2025 03:40 PM ET Speaker0 Alright. Good afternoon. Thank you for joining for the PAR technology session. I'm Steven Sheldon. I'm an analyst in the tech group at William Blair, green vertical technology including PAR. Please visit our website at williamblair.com for a complete list of research disclosures and potential conflicts of interest. It's great to have the PAR team back at our conference again this year. A lot to dig into especially with its continued strong sales mom ...

Guidewire Software TodayGWREGuidewire Software$250.88 +32.70 (+14.99%) 52-Week Range$117.69▼$263.20P/E Ratio696.89Price Target$232.83Add to WatchlistGuidewire NYSE: GWRE stock is rocketing higher because its AI-enabled, cloud-based SaaS platform service for insurance companies is crushing the estimates. The FQ3 results were so far above the consensus estimate that they have entirely altered the outlook for this company. The takeaway for traders and investors is that the news sparked a 15% surge in the stoc ...

PagerDuty, Inc. (NYSE: PD ) , the incident-response SaaS company that promises to keep digital systems from imploding, has carved out a spot in the automation and IT firefighting business. Its platform plugs into cloud services and third-partyI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analys ...