Last week, Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) reported its last quarterly earnings. These results were the last with Warren Buffett as CEO and offered plenty to dig into for insights. Operating earnings fell nearly 30% versus the year prior. That drop was accompanied by a 54% drop in insurance underwriting profits, as well as a 25% drop in insurance investment income. Investors sent shar...
Last week, Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) reported its last quarterly earnings. These results were the last with Warren Buffett as CEO and offered plenty to dig into for insights. Operating earnings fell nearly 30% versus the year prior. That drop was accompanied by a 54% drop in insurance underwriting profits, as well as a 25% drop in insurance investment income. Investors sent shares sliding by several percentage points on the poor news. But Berkshire's management team was unfazed. "The amount of investment gains (losses) in any given quarter is usually meaningless and delivers figures for net earnings per share that can be extremely misleading to investors who have little or no knowledge of accounting rules," Berkshire's leadership noted. Apart from quarterly results, however, Berkshire Hathaway did reveal a few nuggets that potentially show how its portfolio managers feel about current market conditions. Two major stock purchases that the firm executed last quarter tell a compelling story. Continue reading
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Apple 's new products. 's new products. Does AI need new hardware? Are airline stocks in trouble? To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Will AI create the world's first trill...
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Apple 's new products. 's new products. Does AI need new hardware? Are airline stocks in trouble? To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A full transcript is below. Should you buy stock in Apple right now? Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $522,791!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,132,678!* Now, it’s worth noting Stock Advisor’s total average return is 952% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 12, 2026. This podcast was recorded on March 04, 2026. Travis Hoium: Apple has new hardware and may have a hit on its hands. Motley Fool Money starts now. Welcome to Motley Fool Money with the Hidden Gem Seam. I'm Travis Hoium joined today by Rachel Warren and Lou Whiteman. Guys, Apple is in the news again. These announcements aren't quite as exciting as they were 15 years ago, but I did think that this new product announcements over the las...
JPMorgan’s JPM decision to mark down some private-credit loans is sharpening a market debate that had already been building: whether the fast-growing asset class is finally being forced into more realistic price discovery. The latest development concerning private credit markets was first reported by the Financial Times. JPMorgan has reduced the value of certain loans held as collateral by private...
JPMorgan’s JPM decision to mark down some private-credit loans is sharpening a market debate that had already been building: whether the fast-growing asset class is finally being forced into more realistic price discovery. The latest development concerning private credit markets was first reported by the Financial Times. JPMorgan has reduced the value of certain loans held as collateral by private-credit groups, particularly software-related exposures, and is accordingly limiting how much it will lend against those assets. The move underscores how banks are becoming more cautious about the quality and liquidity of private loans as pressure mounts on sectors seen as vulnerable to artificial-intelligence (AI) disruption and weaker economic conditions. For years, private credit has attracted investors with promises of stable valuations, steady income and insulation from the volatility of public markets. But recent events are reviving an old concern: valuations in private markets can look smoother largely because assets are not marked continuously. When a major bank like JPMorgan trims collateral values, it suggests that at least some loan books may not be worth what managers had implied only months earlier. The pressure is already spreading across the alternative-asset spectrum. BlackRock BLK recently limited withdrawals from a flagship private-credit fund after redemptions surged. Blackstone BX announced a rise in its redemption cap from 5% to 7% after facing a jump in investor requests. This highlights how quickly confidence can be tested when investors want cash back at the same time. Publicly traded firms tied to the theme, including Blue Owl Capital OWL and Apollo Global Management APO, have also been caught in the downdraft. Last month, Blue Owl Capital moved to restrict investor withdrawals from one of its retail-focused funds amid mounting scrutiny of software-heavy loan exposure, while Apollo Global is moving to value some private-credit holdings daily, a sign...
(RTTNews) - New residential construction in the U.S. unexpectedly surged in the month of January, the Commerce Department revealed in a report released on Thursday. The Commerce Department said housing starts spiked by 7.2 percent to an annual rate of 1.487 million in January after jumping by 4.8 percent to a revised rate of 1.387 million in December. Economists had expected housing starts to slum...
(RTTNews) - New residential construction in the U.S. unexpectedly surged in the month of January, the Commerce Department revealed in a report released on Thursday. The Commerce Department said housing starts spiked by 7.2 percent to an annual rate of 1.487 million in January after jumping by 4.8 percent to a revised rate of 1.387 million in December. Economists had expected housing starts to slump by 3.9 percent to an annual rate of 1.350 million from the 1.404 million originally reported for the previous month. Meanwhile, the report also said building permits plunged by 5.4 percent to an annual rate of 1.376 million in January after surging by 4.8 percent to a revised rate of 1.455 million in December. Building permits, an indicator of future housing demand, were expected to tumble by 5.2 percent to an annual rate of 1.410 million from the 1.448 million originally reported for the previous month. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Ondas Inc. (NASDAQ:ONDS) shares rose in Thursday's premarket after the company announced a partnership with Palantir Technologies (NASDAQ:PLTR) and World View Enterprises to enhance multi-domain intelligence capabilities for defense and security missions. The collaboration will use Palantir's AI platform to optimize mission planning and operations for World View's Stratollite stratospheric system,...
Ondas Inc. (NASDAQ:ONDS) shares rose in Thursday's premarket after the company announced a partnership with Palantir Technologies (NASDAQ:PLTR) and World View Enterprises to enhance multi-domain intelligence capabilities for defense and security missions. The collaboration will use Palantir's AI platform to optimize mission planning and operations for World View's Stratollite stratospheric system, improving intelligence, surveillance, and reconnaissance (ISR) efficiency. Work on the programs is already underway and is expected to be integrated into Ondas' portfolio by the fourth quarter of 2026. The partnership will also develop three foundational initiatives, including a unified operational data platform designed to streamline supply chains and mission operations while using AI to improve planning and execution of ISR missions. Recent Key Events This week, Ondas received an initial order valued at around $15.8 million for a national demining program. This is the first operational order under the previously announced large-scale multi-year demining program in Israel. Apart from this, Ondas added another strategic update, announcing the acquisition of BIRD Aerosystems. The deal expands its position in defense and homeland security markets and adds technologies already deployed across more than 700 aircraft on 40-plus platform types Preliminary Results On Monday, West Palm Beach, Florida-based Ondas reported: Fourth quarter preliminary revenue of $29.1 million-$30.1 million A net loss of $20.9 million and $20.4 million, and Adjusted EBITDA loss of $11.4 million and $10.9 million. For 2025, the company sees revenue of $49.7 million-$50.7 million, net loss of $53.3 million and $52.8 million and adjusted EBITDA of $32.9 million-$32.4 million. Earnings & Analyst Outlook The countdown is on: Ondas is set to report earnings on March 25, 2026 (confirmed). EPS Estimate : Loss of 4 cents (up from a loss of 15 cents) : Loss of 4 cents (up from a loss of 15 cents) Revenue Estima...
Emil Michael, under secretary of defense for research and engineering nominee for US President Donald Trump, during a Senate Armed Services Committee confirmation hearing in Washington, DC, US, on Thursday, March 27, 2025. The Pentagon has initiated an investigation incorporating polygraph tests to hunt down leakers after Elon Musk called for the prosecution of any Defense Department officials spr...
Emil Michael, under secretary of defense for research and engineering nominee for US President Donald Trump, during a Senate Armed Services Committee confirmation hearing in Washington, DC, US, on Thursday, March 27, 2025. The Pentagon has initiated an investigation incorporating polygraph tests to hunt down leakers after Elon Musk called for the prosecution of any Defense Department officials spreading maliciously false information about his dealings with the military. Photographer: Tierney L. Cross/Bloomberg via Getty Images Tierney L. Cross | Bloomberg | Getty Images Defense Department CTO Emil Michael on Thursday said Anthropic's Claude artificial intelligence models would "pollute" the agency's supply chain because they have "a different policy preference" that is baked in. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Halozyme Therapeutics ( HALO ) announced on Thursday that David Ramsay has been appointed interim chief financial officer (CFO), effective March 23, 2026. The company said Ramsay will oversee all financial operations while the company continues its active search for a permanent CFO. Ramsay previously served as Halozyme's chief financial officer from 2003 to 2009 and again from 2013 to 2015, during...
Halozyme Therapeutics ( HALO ) announced on Thursday that David Ramsay has been appointed interim chief financial officer (CFO), effective March 23, 2026. The company said Ramsay will oversee all financial operations while the company continues its active search for a permanent CFO. Ramsay previously served as Halozyme's chief financial officer from 2003 to 2009 and again from 2013 to 2015, during which time the company evolved from a private enterprise to a billion‑dollar public biopharmaceutical company. The company said its executive search for a permanent CFO is well underway, and it has engaged a leading executive search firm to identify candidates who bring the combination of capital markets expertise and strategy. HALO -0.88% premarket to $65.89. Source: Press Release More on Halozyme Therapeutics Halozyme Therapeutics, Inc. (HALO) Presents at The Citizens Life Sciences Conference 2026 Transcript Halozyme Therapeutics, Inc. (HALO) Presents at Leerink Global Healthcare Conference 2026 Transcript Halozyme Therapeutics, Inc. (HALO) Presents at TD Cowen 46th Annual Health Care Conference Transcript J&J wins FDA nod for multiple myeloma therapy Halozyme declines after Q4 bottom line miss, reiterates 2026 guidance
Xilio Therapeutics ( XLO ) on Thursday said it will implement a 1-for-14 reverse stock split of the issued shares of the company’s common stock, effective March 13, 2026. One of the primary goals of the reverse stock split is to increase the per-share market price of the company’s common stock to enable the company to regain compliance with the minimum bid price requirement for continued listing o...
Xilio Therapeutics ( XLO ) on Thursday said it will implement a 1-for-14 reverse stock split of the issued shares of the company’s common stock, effective March 13, 2026. One of the primary goals of the reverse stock split is to increase the per-share market price of the company’s common stock to enable the company to regain compliance with the minimum bid price requirement for continued listing on Nasdaq. The company’s common stock is expected to begin trading on a split-adjusted basis when the markets open on March 16, 2026 under the company’s existing ticker “XLO”. The reverse stock will reduce the number of outstanding shares of Xilio’s common stock from about 73.5 million shares to about 5.2 million shares. XLO -16.48% premarket to $0.451. Source: Press Release More on Xilio Therapeutics Seeking Alpha’s Quant Rating on Xilio Therapeutics Historical earnings data for Xilio Therapeutics Financial information for Xilio Therapeutics
Robert Way Alibaba ( BABA ) was named Morgan Stanley's top pick among the Chinese tech giants, as the investment firm believes it is a “global AI winner.” Shares fell 1% in premarket trading on Thursday. “We think owning the full AI stack (chips, cloud, models, applications) forms a structural advantage: It can make an Internet company an AI winner, as Alphabet has shown in the US,” analysts at th...
Robert Way Alibaba ( BABA ) was named Morgan Stanley's top pick among the Chinese tech giants, as the investment firm believes it is a “global AI winner.” Shares fell 1% in premarket trading on Thursday. “We think owning the full AI stack (chips, cloud, models, applications) forms a structural advantage: It can make an Internet company an AI winner, as Alphabet has shown in the US,” analysts at the firm wrote in a note to clients about Alibaba. “In-house chips reduce reliance on third party suppliers, enable application-specific designs, support rapid capacity expansion during demand spikes, improve cost efficiency (lower cost per token), mitigate geopolitical exposure (US export controls), and lower regulatory risk (government support). On this premise, we view Alibaba (OW) as a global AI winner: It has top-tier in-house AI chips (T-Head), China's #1 and the world's #4 cloud infrastructure provider (AliCloud), the world’s most adopted SOTA open-weight foundation models (Qwen models), and consumption-centric applications (Qwen apps).” Morgan Stanley has an Overweight rating on Alibaba. Aside from Alibaba, Morgan Stanley also has an Overweight rating on Tencent ( TCEHY ). The firm pointed out that Tencent has benefited from the strength of its WeChat ecosystem, despite the current lag. Separately, the firm has an Equal-Weight rating on Baidu ( BIDU ) as its Kunlunxin chip business could be a positive. However, it has “higher AI disruption risk in its core search business.” More on Alibaba Alibaba's Q3 Earnings Could Trigger A Rebound (Preview) Alibaba: Macro Perspective On An 'Uninvestable' Stock From Deep Value To High Growth - Rethinking My Alibaba Position Alibaba continues losses for seven straight sessions Oversold Chinese stocks: Alibaba leads low-RSI pack as Beijing targets 4.5-5% growth
Technology companies have borrowed billions to fuel the rapid expansion of data centers for AI, but that demand is at risk of reaching a plateau before the debts are all paid back, according to Voya Financial Inc.’s investment arm. Within its $50 billion private credit portfolio the asset manager is limiting holdings tied to large technology companies that have long-term contracts for artificial i...
Technology companies have borrowed billions to fuel the rapid expansion of data centers for AI, but that demand is at risk of reaching a plateau before the debts are all paid back, according to Voya Financial Inc.’s investment arm. Within its $50 billion private credit portfolio the asset manager is limiting holdings tied to large technology companies that have long-term contracts for artificial intelligence-linked infrastructure or “hyperscaler offtakers,” according to Voya’s Paul Aronson. Voya is focused on transactions for assets more shielded from sudden obsolescence, Aronson, the head of portfolio strategy for private investment-grade credit, said in an interview. His comments expanded upon a February warning he and his colleagues made, when they wrote that even though AI could transform mankind, the market doesn’t fully appreciate some of the risks embedded in individual financings. “We know that it seems impossible right now that any hyperscaler would abandon investments in data centers, but recall that even in the recent past, the road to tech advancement is littered with the corpses of multibillion-dollar projects” the authors wrote in a note, pointing to the more than $70 billion that Meta Platforms Inc. spent on the Metaverse, “an investment which, ultimately, didn’t have legs.” AI has been the hottest trade for years, powering stocks to high after high, with technology companies poised to spend trillions of dollars on data-center related investments over the next few years. More recently the AI trade has struggled to gain new ground while investors are left contemplating a heap of borrowings from both public and private credit. Read more: AI’s $3 Trillion Build-Out Spurs Debt Boom and Creates New Risk Investors need to keep in mind that technology tends to have a shorter average life span than other asset types, which increases credit risk, the authors warned. Some data center projects are riskier than others, they noted. For example, in some single data...
Swedish startup Lovable has hit $400 million in annual recurring revenue, as companies and users flock to artificial intelligence tools that make it easy for beginners to code. The growth surpassed the company’s expectations, Lovable Chief Executive Officer Anton Osika told Bloomberg Television. “We’re pacing five months ahead of projections,” he said. Stockholm-based Lovable was founded in 2023 a...
Swedish startup Lovable has hit $400 million in annual recurring revenue, as companies and users flock to artificial intelligence tools that make it easy for beginners to code. The growth surpassed the company’s expectations, Lovable Chief Executive Officer Anton Osika told Bloomberg Television. “We’re pacing five months ahead of projections,” he said. Stockholm-based Lovable was founded in 2023 and is one of a growing number of “vibe coding” startups that allow users to prototype apps and sites using plain-English prompts. Rival startups include Cursor , whose annualized revenue topped $2 billion in February, and Replit , as well as coding agents such as OpenAI ’s Codex and Anthropic PBC ’s Claude Code. Read More: AI Coding Startup Cursor in Talks for $50 Billion Valuation Unlike public companies, startups are not required to disclose audited financial statements. ARR is not a standardized metric, but is often used by software companies to illustrate growth. It’s typically based on the annualized value of active subscriptions. Lovable reported $300 million in ARR in January, following a funding round that valued the company at $6.6 billion . Osika said his company is growing rapidly. Still, the number of vibe-coding tools on the market may lead to user churn and temper Lovable’s growth. The startup offers several tiers ranging from free to thousands of dollars per month. Investor fears that easy-to-use coding tools will undermine enterprise software companies’ business have weighed on share prices. The release of new features in Claude Code triggered a broad market selloff last month, though some analysts see the rout as an overreaction . Osika said legacy software companies would adapt, but suffer in the medium term. “I would not be surprised if the amount of profits from these companies continues to decline,” he said.
Oxford Lane Capital ( OXLC ) plans to offer shares of its newly designated Series 2031 Term Preferred Shares in an underwritten public offering. The public offering price and other terms are to be determined by negotiations between the company and the underwriters. The company also plans to grant the underwriters a 30-day option to purchase additional shares of preferred stock on the same terms an...
Oxford Lane Capital ( OXLC ) plans to offer shares of its newly designated Series 2031 Term Preferred Shares in an underwritten public offering. The public offering price and other terms are to be determined by negotiations between the company and the underwriters. The company also plans to grant the underwriters a 30-day option to purchase additional shares of preferred stock on the same terms and conditions to cover over-allotments, if any. The preferred stock is expected to be listed on the NASDAQ Global Select Market and to trade thereon within 30 days of the original issue date. The company expects to use the net proceeds from this offering to repay outstanding indebtedness and/or for general working capital purposes. Lucid Capital Markets and Piper Sandler & Co. are acting as joint book-running managers for the offering, and Clear Street, InspereX, and William Blair & Company are acting as lead managers for the offering . More on Oxford Lane Capital Oxford Lane: Clean Exit Offered By Preferreds The New Oxford Lane Capital: Using Retained Earnings To Rebuild 2026 Book Value Reviewing The CEF CLO Files: Oxford Lane Capital The Better Buy Compared To Eagle Point Oxford Lane Capital estimates January NAV of $13.48 - $13.78 per share Oxford Lane Capital cuts dividend by half from April
Welcome to our guide to the commodities driving the global economy. Today, reporter Grant Smith looks at the prospects for the oil market following the IEA’s announcement that it will release a record volume from emergency stockpiles. To calm markets during the 2008 global crisis, US Treasury Secretary Hank Paulson signaled he had a “ bazooka ” of financial resources to deploy. This week, major ec...
Welcome to our guide to the commodities driving the global economy. Today, reporter Grant Smith looks at the prospects for the oil market following the IEA’s announcement that it will release a record volume from emergency stockpiles. To calm markets during the 2008 global crisis, US Treasury Secretary Hank Paulson signaled he had a “ bazooka ” of financial resources to deploy. This week, major economies confronting an unprecedented oil shock posed by the Iran conflict brandished some of their own firepower. The International Energy Agency — whose members include the US, Germany and Japan — said Wednesday it would release a record 400 million barrels from emergency reserves to steady lurching crude markets. The intervention far exceeds previous moves to tap stockpiles, such as during the 2011 Libyan civil war and Russia’s invasion of Ukraine four years ago. Expectations of the IEA’s announcement helped ease prices from a high of almost $120 a barrel reached Monday. Yet the scale of the current disruption is — as the IEA noted Thursday — the biggest ever seen. With tanker traffic halted through the Strait of Hormuz, the 20 million barrels of crude oil and refined products that normally flow through the corridor each day have been slashed by 90%, the agency estimates. Gulf nations have been forced to shutter 10 million barrels a day of production. On Thursday, attacks on two oil tankers in Iraqi waters and on parts of Dubai showed that — despite US President Donald Trump’s indications that the war could soon end — the conflict is far from abating. Furthermore, while the magnitude of the IEA stockpile release is formidable, key details haven’t yet been specified: At what rate will the inventories flow, and what will be the composition of crude oil versus refined products? Based on how fast reserves have been drawn down in previous crises, several oil traders, banks and consultants are doubtful the process can be swift enough to plug the gap. With so much uncertainty, B...
Blue Owl Capital OWL has slid sharply over the past year, putting valuation and cash returns in the spotlight. The stock now trades at a discounted earnings multiple, while management continues to emphasize fundraising, deployment, and capital return. Image Source: Zacks Investment Research The key question for investors is whether the low multiple is a mispricing or a warning sign tied to private...
Blue Owl Capital OWL has slid sharply over the past year, putting valuation and cash returns in the spotlight. The stock now trades at a discounted earnings multiple, while management continues to emphasize fundraising, deployment, and capital return. Image Source: Zacks Investment Research The key question for investors is whether the low multiple is a mispricing or a warning sign tied to private credit sentiment and redemption dynamics. OWL’s Valuation Blue Owl is currently valued at 9.24X forward 12-month earnings, which is below the industry average of 12.58X. Image Source: Zacks Investment Research The discount looks even starker against the stock’s own history. Over the past three years, OWL shares have traded as high as 30.26X and as low as 9.24X, with a five-year median of 19.24X. Blue Owl is often compared with larger alternative asset managers like Blackstone BX and Ares Management ARES when thinking about fee durability and cycle risk, even if business mixes differ. At present, Blackstone and Ares Management are trading at 16.05X and 15.25X forward 12-month earnings, respectively. Blue Owl’s Rating Signals and Style Scores Snapshot The short-term signal for OWL is decisively negative: Zacks Rank 5 (Strong Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Blue Owl’s style scores add nuance. The stock carries a VGM score of B, with Value D, Growth B, and Momentum C. This blend fits the broader setup. Blue Owl shows growth attributes in the way the platform is scaling, but the Value score is not confirming bargain appeal in the current tape. Meanwhile, Momentum is middling, which can be consistent with a stock that looks statistically inexpensive yet struggles to attract incremental buyers until the fundamental debate clears. Blue Owl’s Dividend, Buybacks, and Cash Returns Income investors have a clear datapoint. Blue Owl declared a quarterly dividend of 22.5 cents per Class A share on Feb. 5, 2026, and it was paid on Ma...
ismagilov/iStock via Getty Images Shares of Netskope ( NTSK ) tumbled about 20% premarket on Thursday, as analysts pointed to softer-than-expected fourth quarter results and the upcoming expiry of a lockup period that prevents insiders from selling stock. The cybersecurity company, which went public in September last year, reported a non-GAAP net loss per share of $0.04, compared to a net loss per...
ismagilov/iStock via Getty Images Shares of Netskope ( NTSK ) tumbled about 20% premarket on Thursday, as analysts pointed to softer-than-expected fourth quarter results and the upcoming expiry of a lockup period that prevents insiders from selling stock. The cybersecurity company, which went public in September last year, reported a non-GAAP net loss per share of $0.04, compared to a net loss per share of $0.23 in the fourth quarter of fiscal 2025. For the fiscal year 2026, ended Jan. 31, the company's revenue jumped 32% year-over-year to $196.3M. Both top and bottom line numbers beat estimates . RBC Capital Markets kept its Outperform rating but lowered the price target on the stock to $14 from $19. "Netskope delivered 30%+ ARR/revenue growth that beat consensus/guidance, but the nit was ARR [Annual Recurring Revenue] growth deceleration, lower NRR [Net Revenue Retention] q/q [quarter-over-quarter] and a smaller beat q/q as investors look to calibrate the company's beat/raise cadence. FY/27 guidance came in mixed vs [versus] expectations but looks like a conservative starting point with upside likely," said analysts led by Matthew Hedberg. For the first quarter of fiscal 2027, the company expects revenue between $197M and $199M (midpoint at $198M) compared to a consensus revenue estimate of $198.18M. Netskope expects a non-GAAP net loss per share in the range of $0.06 and $0.07, versus a consensus estimate of 0.07 net loss per share. For the full year of fiscal 2027, Netskope expects total revenue between $870M and $876M (midpoint at $873M), compared to a consensus revenue estimate of $874M. The company expects a non-GAAP net loss per share of $0.19, which is in line with estimates. The analysts noted that AI innovation and positioning, along with sales representatives ramping up and continued hiring, give them confidence in durable high-growth and expanding margins against a large and growing market opportunity. Hedberg and his team added that the IPO lockup is s...