Stock in Focus
Rubrik Succeeds in Protecting the World's Largest Microsoft 365 Environment – Subscription Business Grew by 54% in Q4
Rubrik benefits from its differentiated architecture and strategic partnerships due to the transition...
Oracle Continues to Report Record Demand for AI - Oracle Database 23 AI Provides Competitive Advantages in AI Inference
Oracle reports record demand for AI and sees AI inference alongside AI training as a major new opportunity....
Bechtle: A top Beneficiary of the Planned €500 Billion Infrastructure Package!
The IT service provider Bechtle serves medium-sized businesses as well as the public sector. The €500...
Broadcom Increases AI Revenues by 77% Again - Newly Acquired Hyperscalers Could Enhance the $60-90 Billion Opportunity by 2027!
Broadcom increases AI revenues from chips and switches by 77% to $4.1 billion and expects an increase...
Okta Sees Great Opportunities in Machine Identities and AI Agents - Record Bookings in Q4 Exceeding $1 Billion for the First Time!
Okta serves an $80 billion market with identity security solutions and sees "enormous opportunities"...
Rheinmetall: Is a new Special Fund for Defense Worth Several Hundred Billion Euros Coming?
The scandal on February 28, 2025, at the White House and the peace negotiations between the USA and...
Elastic: High Demand for AI Search Features for Generative AI - Big-Picture Breakout Provides new buy Signals!
Elastic has growth drivers for the coming years with the early adoption of generative AI and the trend...
Snowflake surprises with strong Q4 - Microsoft partnership brings OpenAI models to Cortex AI
Snowflake aims to become the world's best AI-powered end-to-end data platform. The market potential...
Workday: AI platform “ultimate advantage” for over 11,000 customers - Agent System of Record introduced for central management of AI agents!
AI products are part of 30% of contract expansions. Recruiting Agent and Extend Pro have nearly doubled...
CyberArk Software Presents Targets Until 2028 at Investor Day – BTIG Confirms Price Target of $485 (Buy)!
CyberArk addresses an $80 billion market with a leading end-to-end identity security platform. The...
EverQuote: Online comparison platform triples revenue with auto insurance – revenue exceeds $500 million for the first time
EverQuote has specialized as an online comparison platform for auto and property insurance. The...
Kontron has AI and defense potential at a favorable P/E ratio of 11!
Kontron benefits from the connectivity of devices and aims for growth in 2025, leading to a favorable...
Booking Invests Heavily in Travel-Specific AI Agents – Connected Trip Makes Significant Progress in Q4!
Booking benefits from interconnected travel bookings and high flight ticket demand. The global leisure...
Lam Research Improves Chip Production with ALTUS Halo and Akara – Revenues Could Rise to $27 Billion by 2028!
Lam Research aims to gain market share in the $1 trillion semiconductor market. Data centers are expected...
Clearwater Analytics: Specialist in Investment Accounting With Record Revenue - Growth Accelerates to 27% in Q4!
Clearwater Analytics automates investment accounting with generative AI. The acquisition of Enfusion...
Arista Networks Reports Record Year Driven by AI Dynamics - Oracle is a new Customer and Stargate Represents a $6 Billion Revenue Opportunity!
Arista expands its market share in high-performance switches to over 40% and benefits from the shortened...
Kion: Capital is Flowing Back to Europe. Intralogistics Market Leader With a P/E Ratio of 10!
Peace negotiations in the Ukraine war are taking shape and favor a new influx of capital into the...
Udemy Aims to Uniquely Position Itself With Online Courses for AI Projects – Canaccord Sees 40% Potential!
Udemy sees itself as a unique marketplace for online courses specifically positioned for AI projects....
Procore Technologies Digitizes Project Management in Construction - two Significant Contracts Secured From the Magnificent 7!
Procore Technologies (PCOR) supports the still young digitization of the construction industry and...
DraftKings Acquires new Customers at Lowest Costs – Growth Rate Accelerates to 35%
DraftKings impresses as a leading provider of live betting with a loyal customer base, product innovations,...
HubSpot Reaches Over 900,000 Users With Agent.AI – Stock Targets all-Time High!
HubSpot impresses with its all-in-one platform. The combination of structured and unstructured data,...
Freshworks Outshines Competitor ServiceNow in AI Software – Highest Customer Growth in Four Years!
Freshworks enables the deployment of AI products in hours and primarily wins customers from competitors...
PowerFleet Positions Itself as a Leading AIoT Provider with the Fleet Complete Acquisition – Roth MKM Sees 70% Chance!
PowerFleet leverages data and AI to make industrial operations more efficient. The addressable market...