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Stock Analysis

What did Braze (NASDAQ:BRZE) report in its second quarter, and why did it raise its outlook?

The company raised its guidance. For the third quarter it expects revenue of $229 million to $230 million and non-GAAP operating income of $16 million to $17 million. For fiscal 2027 it expects revenue of $910 million to $913 million, non-GAAP operating income of …

Sonal Goyal | 28 October 2026

Why is Bending Spoons (NASDAQ:BSP) seeking $1.5bn of secured notes after buying Miro?

The company said proceeds would fund future acquisitions, offering costs and general corporate purposes. Pricing terms had not been set, and the release said the offering may not be completed on the stated terms or at all. It did not link the notes to …

Sonal Goyal | 28 October 2026

When Bentley Systems (NASDAQ:BSY) reports on 5 November, which infrastructure software metrics will matter?

Total revenues in that quarter were $410.7m, up 12.8% year on year, or 12.2% in constant currency. Subscriptions revenues were $378.6m, up 13.6%. Annual recurring revenue (ARR) reached $1,536.0m, compared with $1,379.2m a year earlier, with constant-currency growth of 12%.

Sonal Goyal | 28 October 2026

How much of Bit Digital (NASDAQ:BTBT) is Ethereum treasury and how much is WhiteFiber?

Cloud services revenue was $23.8m, up 42% on the first quarter. Colocation was $4.7m, flat sequentially. Ethereum staking revenue fell to $0.9m from $2.3m, andBitcoin Miningrevenue was $2.4m on 32.3 bitcoin mined, compared with 48.1 in the first quarter. The company says mining is …

Sonal Goyal | 28 October 2026

Why is BTCS (NASDAQ:BTCS) offering to buy back Series V preferred shares?

In such an auction, the company picks the lowest single price in the range that allows it to buy up to the dollar limit, and pays that price for every share it purchases, including those tendered at lower prices. Shares tendered above the price …

Sonal Goyal | 28 October 2026

How far can Bitdeer Technologies Group (NASDAQ:BTDR) shift from bitcoin mining to AI cloud?

Revenue rose to $228.8 million from $155.6 million a year earlier.Gross Profitswung to a loss of $8.5 million, against a $12.0 million profit in the second quarter of 2025, and the net loss widened to $92.3 million from $62.9 million. Adjusted EBITDA, a non-GAAP …

Sonal Goyal | 28 October 2026

How significant is BTQ Technologies' (NASDAQ:BTQ) first recurring quantum-security deal?

The company describes it as QSSN's first recurring commercial deployment. LINE NEXT, which makes the wallet, is described as positioned to benefit rather than as a signatory to the agreement.

Sonal Goyal | 28 October 2026

Why did Blaize Holdings (NASDAQ:BZAI) cut its 2026 revenue outlook?

The company attributed the reduction to engagements that did not convert to orders and to higher memory costs. It said the guidance includes only binding, non-cancellable purchase orders and excludes opportunities still in progress. Chief executive Dinakar Munagala said Blaize had delivered sequential revenue …

Sonal Goyal | 28 October 2026

Why did Baozun (NASDAQ:BZUN) turn profitable in the second quarter?

The company swung to profit. Income from operations was RMB63.4m, a 2.3% margin, compared with a loss of RMB9.4m a year earlier. Net income was RMB43.8m, against a net loss of RMB20.5m. After non-controlling interests, net income attributable to ordinary shareholders was RMB17.0m, or …

Sonal Goyal | 28 October 2026

How is CACI International (NYSE:CACI) guiding fiscal 2027 after a $32.0 billion backlog year?

Full-year revenue was $9,567.8 million, up 10.9%, or 7.2% organically. Fourth-quarter revenue was $2,709.1 million, up 17.6%, or 11.6% organically. The gap between reported and organic growth reflects revenue from outside the organic base, such as acquisitions. Cash paid for acquisitions was $2.64 billion …

Sonal Goyal | 28 October 2026
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