Our fair value estimate for Monday is $332 per share. This implies a fiscal 2025 adjusted price/earnings ratio of 94 times and a fiscal 2025 enterprise value/sales of 13. Our discounted cash flow ...

For organizations ready to embrace the future, building the right infrastructure is the first step toward achieving ...

Fortive targets companies with reputable brand names, large installed bases, and strong cash flows. Management has focused particularly on boosting recurring revenue in its portfolio, which has ...

Atlassian, after a period in which the company was in transition to a SaaS model, has reemerged as a strong growth asset.

Management provided 2025 guidance, expecting ARR of $737 million to $745 million, representing 15% to 16% growth. Revenue is projected between $610 million and $625 million, indicating 11% to 13% ...

Varonis Systems , Inc. (NASDAQ:VRNS), a leading provider of data security and analytics solutions with a market capitalization of $5.16 billion, is navigating a critical transition in its business ...

Most of today’s SaaS platforms process user data while unencrypted, making it accessible to the provider and creating a weak link.

In this new world of agentic AI, the ServiceNow Platform serves as the AI agent control tower—a connection layer across every ...

Chinese AI lab DeepSeek has released an open version of DeepSeek-R1, its so-called reasoning model, that it claims performs as well as OpenAI’s o1 on certain AI benchmarks. R1 is available from ...

But it does – and the Tesla Model 3 is the best known. It is, famously, a fully electric car – Tesla doesn’t do petrols, diesels or even hybrids – and it’s the US brand’s smallest and ...

WHEN OpenAI announced a new generative artificial intelligence (AI) model, called o3, a few days before Christmas, it aroused both excitement and scepticism. Excitement from those who expected its ...

Trump, who has nominated two people so far to lead the Education Department, did select as acting secretary Denise Carter, who was acting chief operating officer of the department’s Office of Federal ...