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Published equity research and investment updates across our software coverage. Filter by ticker, sector, or rating band above to focus on matching research.
Palantir leads our software index at 93.7 out of 100 (Leader) on 30.5% TTM revenue growth, 45.6% GAAP operating margin, and 2.73x 1-year R&D payback, yet at $168.45 per share the stock trades at 2.57x our $65.59 5-year DCF base fair value.
More than half of the request traffic on Cloudflare's network is no longer from people, and the company has shipped controls and payment rails meant to charge the callers. First revenue from those Act 4 products arrived in the third quarter without a disclosed dollar amount.
Gemini 4 Argon went on sale after the quarter closed, so none of its revenue is in the filings. Owner cash is still negative $10.7B over twelve months, and Alphabet priced six billion euros of new bonds on Nov 2.
Shopify is winning the plumbing of agent shopping, with a 400 million shopper wallet, but agent orders still earn exactly the same economics as any other referral.
Twilio's third quarter fixed two of the things we were tracking: gross margin rose to 48.77% from 48.42%, and stock pay fell under 10% of revenue. The problem moved to the top line.
Third quarter revenue fell 1.1% as firewall refreshes dried up, the fourth quarter outlook is flat at the midpoint, and owner cash of $896.0M still trails the $1.40B the company spent on its own stock.
