Stock in Focus
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...
Affirm With Surprising Profits in Q2 – Number of Affirm Card Users More Than Doubled!
Affirm improves its app and more than doubles the number of Affirm Card users. The Buy Now, Pay Later...
Snap impresses with growth acceleration and 10 million new subscribers – number of active SME advertising clients doubles!
Snap gains 10 million new daily active users in the last quarter. Revenue growth accelerates in Q4...
Spotify Impresses with Record User Growth in Q4 – AI Features and Price Increases Pay Off!
Spotify claims to be the leading streaming provider with nearly 32% market share and could soon introduce...
Palantir Excels with Growth Acceleration and Record Contracts - Commercial US Business Explodes by 64%!
Palantir experiences high demand for its AIP (Artificial Intelligence Platform) among government clients...
Hensoldt aims to double its revenue by 2030. Will higher NATO expenditures follow?
Hensoldt is a provider of defense electronics such as the TRML-4D radar and operates in a structural...
Atlassian aims to double revenue to $10 billion – AI interactions increased 25-fold in Q2!
Atlassian has a $67 billion market ahead of it with project management and productivity software. Annual...