Institutional investor increases holdings in semiconductor manufacturer by over 50% in Q3 Got story updates? Submit your updates here. › Fulcrum Asset Management LLP grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 54.3% in the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 15,428 sh...
Institutional investor increases holdings in semiconductor manufacturer by over 50% in Q3 Got story updates? Submit your updates here. › Fulcrum Asset Management LLP grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 54.3% in the 3rd quarter, according to the company's recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 15,428 shares of the semiconductor manufacturer's stock, worth approximately $2.58 million. Why it matters Micron Technology is a major player in the semiconductor industry, producing memory and storage solutions used in a wide range of computing and electronic devices. Institutional investors like Fulcrum closely monitor and adjust their positions in companies like Micron, which can signal broader market trends and investor sentiment. The details Fulcrum Asset Management increased its Micron Technology holdings by acquiring an additional 5,430 shares during the third quarter. The firm now owns approximately 1.7% of Micron's outstanding stock, making it one of the company's top 11 institutional investors. Fulcrum Asset Management filed its 13F report for the 3rd quarter of 2026. The players Fulcrum Asset Management LLP An institutional investment firm that manages a portfolio of equity and fixed-income securities. Micron Technology, Inc. A global semiconductor company that designs and manufactures memory and storage solutions for a wide range of computing and electronic devices. Got photos? Submit your photos here. ›
(RTTNews) - Boyd Group Services Inc. (BYD_UN.TO) announced earnings for its fourth quarter that Increases, from last year The company's earnings totaled $4.79 million, or $0.19 per share. This compares with $2.44 million, or $0.11 per share, last year. Excluding items, Boyd Group Services Inc. reported adjusted earnings of $22.77 million or $0.90 per share for the period. The company's revenue for...
(RTTNews) - Boyd Group Services Inc. (BYD_UN.TO) announced earnings for its fourth quarter that Increases, from last year The company's earnings totaled $4.79 million, or $0.19 per share. This compares with $2.44 million, or $0.11 per share, last year. Excluding items, Boyd Group Services Inc. reported adjusted earnings of $22.77 million or $0.90 per share for the period. The company's revenue for the period rose 5.5% to $793.85 million from $752.33 million last year. Boyd Group Services Inc. earnings at a glance (GAAP) : -Earnings: $4.79 Mln. vs. $2.44 Mln. last year. -EPS: $0.19 vs. $0.11 last year. -Revenue: $793.85 Mln vs. $752.33 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Silvant Capital Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,164,303 shares of the computer hardware maker's stock after buying an additional 38,593 shares during the quarter. NVIDIA comprises about 14.0% of Silvant Capital Man...
Silvant Capital Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,164,303 shares of the computer hardware maker's stock after buying an additional 38,593 shares during the quarter. NVIDIA comprises about 14.0% of Silvant Capital Management LLC's portfolio, making the stock its biggest position. Silvant Capital Management LLC's holdings in NVIDIA were worth $403,816,000 at the end of the most recent reporting period. A number of other hedge funds have also recently added to or reduced their stakes in NVDA. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the second quarter valued at about $40,000. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA in the 2nd quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stories impacting NVIDIA this week: Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More. Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More. Positive Sentiment...
Silvant Capital Management LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 852,692 shares of the iPhone maker's stock after purchasing an additional 19,959 shares during the period. Apple comprises approximately 7.5% of Silvant Capital M...
Silvant Capital Management LLC boosted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 852,692 shares of the iPhone maker's stock after purchasing an additional 19,959 shares during the period. Apple comprises approximately 7.5% of Silvant Capital Management LLC's investment portfolio, making the stock its 3rd biggest position. Silvant Capital Management LLC's holdings in Apple were worth $217,121,000 at the end of the most recent quarter. Other large investors have also recently modified their holdings of the company. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after buying an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Morgan Dempsey Capital Management LLC lifted its holdings in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after acquiring an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new stake in shares of Apple in the 1st quarter valued at approximately $99,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Apple News Roundup Here are the key news stories impacting Apple this week: Apple Stock Up 0.6% Shares of AAPL opened at $254.23 on Wednesday. The stock's 50-day moving average price is $261.63 and its two-hundred day mov...
Kozak & Associates Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 141,069 shares of the computer hardware maker's stock after selling 16,408 shares during the period. NVIDIA comprises approximately 5.0% of Kozak &...
Kozak & Associates Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 141,069 shares of the computer hardware maker's stock after selling 16,408 shares during the period. NVIDIA comprises approximately 5.0% of Kozak & Associates Inc.'s holdings, making the stock its 8th largest holding. Kozak & Associates Inc.'s holdings in NVIDIA were worth $26,323,000 at the end of the most recent reporting period. Several other institutional investors also recently modified their holdings of NVDA. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the second quarter worth about $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA during the second quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Upgrades and Downgrades Several analysts recently commented on NVDA shares. Bank of America boosted their price target on NVIDIA from $275.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Rothschild & Co Redburn lifted their price objective on NVIDIA from $245.00 to $268.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Robert W. Baird boosted their target price on shares of NVIDIA from $275.00 to $300.00 and gave ...
Kozak & Associates Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,725 shares of the software giant's stock after selling 2,945 shares during the quarter. Microsoft accounts for about 4.9% of Kozak & Associates Inc.'s investment port...
Kozak & Associates Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 50,725 shares of the software giant's stock after selling 2,945 shares during the quarter. Microsoft accounts for about 4.9% of Kozak & Associates Inc.'s investment portfolio, making the stock its 9th largest holding. Kozak & Associates Inc.'s holdings in Microsoft were worth $25,743,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors have also bought and sold shares of the stock. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the third quarter valued at about $38,000. Sellwood Investment Partners LLC purchased a new stake in shares of Microsoft during the third quarter worth about $49,000. University of Illinois Foundation bought a new stake in shares of Microsoft in the second quarter worth about $50,000. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter valued at about $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Microsoft Trading Down 0.1% NASDAQ MSFT opened at $399.41 on Wednesday. The firm has a market capitalization of $2.97 trillion, a PE ratio of 24.98, a P/E/G ratio of 1.56 and a beta of 1.10. The stock's 50 day moving average is $424.42 and its 200 day moving average is $474.29. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ra...
Silvant Capital Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 615,535 shares of the software giant's stock after buying an additional 23,091 shares during the quarter. Microsoft makes up 11.1% of ...
Silvant Capital Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 615,535 shares of the software giant's stock after buying an additional 23,091 shares during the quarter. Microsoft makes up 11.1% of Silvant Capital Management LLC's portfolio, making the stock its 2nd largest position. Silvant Capital Management LLC's holdings in Microsoft were worth $318,816,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors also recently added to or reduced their stakes in the stock. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing a...
Kozak & Associates Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,491 shares of the iPhone maker's stock after selling 3,334 shares during the period. Apple accounts for about 4.5% of Kozak & Associates Inc.'s portfolio,...
Kozak & Associates Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 88,491 shares of the iPhone maker's stock after selling 3,334 shares during the period. Apple accounts for about 4.5% of Kozak & Associates Inc.'s portfolio, making the stock its 10th largest holding. Kozak & Associates Inc.'s holdings in Apple were worth $23,668,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other large investors have also made changes to their positions in the stock. Isthmus Partners LLC grew its holdings in Apple by 6.4% in the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC boosted its position in shares of Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after acquiring an additional 71 shares during the last quarter. ROSS JOHNSON & Associates LLC grew its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter valued at about $65,000. Finally, 49 Wealth Management LLC increased its position in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after purchasing an additional 40,543 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Apple Stock Up 0.6% NASDAQ:AAPL opened at $254.23 on Wednesday. The company h...
Silvant Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 8.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 153,723 shares of the social networking company's stock after selling 14,012 shares during the quarter. Meta Platforms comprises approximately 3.9% of Si...
Silvant Capital Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 8.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 153,723 shares of the social networking company's stock after selling 14,012 shares during the quarter. Meta Platforms comprises approximately 3.9% of Silvant Capital Management LLC's portfolio, making the stock its 6th biggest holding. Silvant Capital Management LLC's holdings in Meta Platforms were worth $112,891,000 as of its most recent SEC filing. Several other large investors have also modified their holdings of META. Brighton Jones LLC raised its position in shares of Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after buying an additional 570 shares during the period. Revolve Wealth Partners LLC grew its position in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after acquiring an additional 875 shares during the period. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after acquiring an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $213,000. Finally, Capital & Planning LLC purchased a new position in shares of Meta Platforms in the 2nd quarter worth about $322,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors. Get Meta Platforms alerts: Sign Up Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week: Analysts Set New Price Targets A nu...
e.l.f. Beauty (ELF +1.45%) has become one of the top names in cosmetics and skincare, displacing some of the traditional leaders that have been around for decades. But despite its dramatic rise, its stock has been sinking for a while, and it's down 10% over the past month alone. Here are two reasons why the market is pessimistic today, and what investors should do. 1. E.l.f.'s margins are pressure...
e.l.f. Beauty (ELF +1.45%) has become one of the top names in cosmetics and skincare, displacing some of the traditional leaders that have been around for decades. But despite its dramatic rise, its stock has been sinking for a while, and it's down 10% over the past month alone. Here are two reasons why the market is pessimistic today, and what investors should do. 1. E.l.f.'s margins are pressured e.l.f.'s revenue has skyrocketed over the past few years, increasing at a compound annual growth rate (CAGR) of 23% over the past decade. It has gained more than a full percentage point of market share on average each year over that time as well, skyrocketing past the legacy brands. Its unit volume CAGR over the past five years is 16%, while its major competitors have either remained flat or declined, and management expects these trends to continue. Sales increased 38% year over year in the fiscal 2026 third quarter (ended Dec. 31), and management is guiding for full-year sales to increase 22% to 23%. However, costs have been rising, too, and the cosmetics company is investing to deepen engagement and penetration. The market wasn't thrilled with e.l.f. after President Donald Trump raised tariffs last year, since e.l.f. is highly reliant on overseas production. Although the stock has bounced back and forth since then, the tariffs have had a negative impact on margins. Gross margin dropped 1.2% percentage points in the third quarter from the prior year, and while net income increased, it's still down for the past nine months. Expand NYSE : ELF e.l.f. Beauty Today's Change ( 1.45 %) $ 1.07 Current Price $ 74.69 Key Data Points Market Cap $4.4B Day's Range $ 73.64 - $ 76.17 52wk Range $ 49.40 - $ 150.99 Volume 48K Avg Vol 2.1M Gross Margin 65.91 % 2. Disposable income might be shrinking There's been macroeconomic volatility for a while now, and the market has been cautious about many consumer discretionary stocks due to worries about shrinking disposable income. While many si...
The 7 mg dose of OV329 demonstrated favorable safety and tolerability profile, reinforcing best-in-category potential for refractory epilepsies; Ovid advancing plans to initiate a Phase 2 trial in focal onset seizures and an open-label, proof-of-concept study Expanding OV329 development to complementary indications in tuberous sclerosis complex seizures and infantile spasms, supported by a $60.0 m...
The 7 mg dose of OV329 demonstrated favorable safety and tolerability profile, reinforcing best-in-category potential for refractory epilepsies; Ovid advancing plans to initiate a Phase 2 trial in focal onset seizures and an open-label, proof-of-concept study Expanding OV329 development to complementary indications in tuberous sclerosis complex seizures and infantile spasms, supported by a $60.0 million private placement OV4071, a first-in-class, oral KCC2 direct activator, received Human Research Ethics Committee approval and acknowledgement of its Clinical Trial Notification from the Australian Therapeutic Goods Administration, triggering a 30-day exercise period for the Company’s outstanding Series A Warrants Company to host KCC2-focused R&D Day on April 14, 2026 $90.4 million in cash, cash equivalents and marketable securities as of December 31, 2025, expected to fund key studies for OV329 and OV4071 and operations into late 2028; exercise of outstanding warrants may further extend runway into 2029 Company to host business update call today at 8:30 am ET NEW YORK, March 18, 2026 (GLOBE NEWSWIRE) -- Ovid Therapeutics Inc. (Nasdaq: OVID), a biopharmaceutical company developing small molecule medicines for brain disorders with significant unmet need, today provided pipeline progress and business updates, including financial results for the fourth quarter and full year ended December 31, 2025. The Company reported favorable topline safety, tolerability and pharmacokinetics (PK) findings from the 7 mg dose cohort of OV329, its next generation GABA-aminotransferase (GABA-AT) inhibitor. Additionally the Company announced it will add complementary development programs for OV329, expanding into tuberous sclerosis complex (TSC) seizures and infantile spasms (IS) which is funded by a private placement financing expected to result in gross proceeds of $60.0 million, before deducting placement agent fees and offering expenses. The Company will initiate a Phase 1 trial for OV...
Key Points E.l.f. continues to report high sales growth and capture market share. Margins have been pressured by tariffs and investments. E.l.f. stock trades at a high discount to its averages. 10 stocks we like better than e.l.f. Beauty › e.l.f. Beauty (NYSE: ELF) has become one of the top names in cosmetics and skincare, displacing some of the traditional leaders that have been around for decade...
Key Points E.l.f. continues to report high sales growth and capture market share. Margins have been pressured by tariffs and investments. E.l.f. stock trades at a high discount to its averages. 10 stocks we like better than e.l.f. Beauty › e.l.f. Beauty (NYSE: ELF) has become one of the top names in cosmetics and skincare, displacing some of the traditional leaders that have been around for decades. But despite its dramatic rise, its stock has been sinking for a while, and it's down 10% over the past month alone. Here are two reasons why the market is pessimistic today, and what investors should do. 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 » 1. E.l.f.'s margins are pressured e.l.f.'s revenue has skyrocketed over the past few years, increasing at a compound annual growth rate (CAGR) of 23% over the past decade. It has gained more than a full percentage point of market share on average each year over that time as well, skyrocketing past the legacy brands. Its unit volume CAGR over the past five years is 16%, while its major competitors have either remained flat or declined, and management expects these trends to continue. Sales increased 38% year over year in the fiscal 2026 third quarter (ended Dec. 31), and management is guiding for full-year sales to increase 22% to 23%. However, costs have been rising, too, and the cosmetics company is investing to deepen engagement and penetration. The market wasn't thrilled with e.l.f. after President Donald Trump raised tariffs last year, since e.l.f. is highly reliant on overseas production. Although the stock has bounced back and forth since then, the tariffs have had a negative impact on margins. Gross margin dropped 1.2% percentage points in the third quarter from the prior year, and while net income increased, it's still down for the past nine month...
Boyd Group Services press release ( BGSI ): Q4 Non-GAAP EPS of $0.90 beats by $0.29 . Revenue of $793.85M (+5.5% Y/Y) misses by $16.83M . More on Boyd Group Services Inc. Historical earnings data for Boyd Group Services Inc. Dividend scorecard for Boyd Group Services Inc. Financial information for Boyd Group Services Inc.
Boyd Group Services press release ( BGSI ): Q4 Non-GAAP EPS of $0.90 beats by $0.29 . Revenue of $793.85M (+5.5% Y/Y) misses by $16.83M . More on Boyd Group Services Inc. Historical earnings data for Boyd Group Services Inc. Dividend scorecard for Boyd Group Services Inc. Financial information for Boyd Group Services Inc.
RunSybil, an AI cybersecurity startup that uses AI agents to automatically hack company software to find security weaknesses, has secured $40 million in venture capital funding. The round was led by Khosla Ventures, with participation from S32, the Anthology Fund from Anthropic and Menlo Ventures, Conviction and Elad Gil, along with angel investors including Nikesh Arora, Amit Agarwal, Jeff Dean, ...
RunSybil, an AI cybersecurity startup that uses AI agents to automatically hack company software to find security weaknesses, has secured $40 million in venture capital funding. The round was led by Khosla Ventures, with participation from S32, the Anthology Fund from Anthropic and Menlo Ventures, Conviction and Elad Gil, along with angel investors including Nikesh Arora, Amit Agarwal, Jeff Dean, and other founders and leaders from companies including OpenAI, Palo Alto Networks, Stripe and Google. The company did not disclose the valuation it achieved in the new funding round. The company’s AI agent, Sybil, conducts continuous autonomous penetration tests against live applications—finding, exploiting and documenting real security vulnerabilities without humans in the loop. That’s different from other security tools currently making headlines, such as Claude Code Security, which analyzes source code in applications for known vulnerabilities before it is deployed. RunSybil instead tests software that is already running, probing live systems the way a hacker would—by exploring systems, chaining vulnerabilities together and testing authentication boundaries to find paths to sensitive data. Automating ‘ethical hacking’ Companies have long relied on a mix of penetration tests—where outside security experts, or “ethical hackers,” try to break into their systems; bug bounty programs that reward independent hackers for reporting flaws; and internal “red teams” that simulate real cyberattacks. RunSybil says its AI system can automate much of that work, continuously probing applications for vulnerabilities as new code is deployed. RunSybil argues this kind of automation is becoming necessary as AI reshapes how companies operate. Procurement, legal, finance, engineering and operations are all being rebuilt with AI—including the growing use of AI agents. Yet security testing is still often treated as a discrete, scheduled event managed by a separate team on its own timeline. Tha...
1. Since the global rise of artificial intelligence (AI), China has experienced an intense wave of technological competition as both established tech giants and burgeoning startups race to deploy large language models (LLMs) across all sectors. However, beneath impressive metrics and substantial venture capital investments lie significant structural issues undermining the domestic AI rollout.[para...
1. Since the global rise of artificial intelligence (AI), China has experienced an intense wave of technological competition as both established tech giants and burgeoning startups race to deploy large language models (LLMs) across all sectors. However, beneath impressive metrics and substantial venture capital investments lie significant structural issues undermining the domestic AI rollout.[para. 1] 2. Since 2024, China’s AI sector has become mired in three main structural fallacies: an overreliance on data scale, an excessive focus on supply-side logic, and a neglect of wealth distribution. These fallacies collectively threaten to compromise the industry’s potential positive impact. [para. 2] 3. The first fallacy is the misconception that more data necessarily results in superior models. Within the industry, larger parameters and bigger training corpuses are equated with better AI, leading to a misallocation of capital towards massive data accumulation rather than targeted innovation. [para. 3] 4. The data used for training is largely harvested from the public internet, much of which is rife with spam, inaccuracies, and obsolete information. This poor-quality input not only limits genuine advancement but also magnifies hallucinations within AI systems. In financial auditing, for example, an AI trained on flawed records simply learns to obscure fraud rather than detect it. [para. 4] 5. Size also conceals inherent biases and structural gaps. Credit models trained predominantly with data from urban residents and big enterprises perpetuate exclusion of rural businesses and marginalized groups, thereby replicating existing social inequalities. [para. 5] 6. The enormous financial costs of training ever-larger models often yield diminishing returns; improvements in accuracy are marginal compared to the money spent, sometimes amounting to tens of millions of dollars per training cycle. Industry experts, such as Martin Lindstrom, argue that true innovation often arises fr...
saifulasmee chede/iStock via Getty Images The leader in in e-signature solutions Docusign ( DOCU ) reported its fourth-quarter results on Tuesday, beating analyst expectations on both the top and bottom lines. The SaaS company is benefiting from steady customer migration to its enterprise-focused software platform and is seeing a strong free cash flow trend as a result. The SaaS enterprise generat...
saifulasmee chede/iStock via Getty Images The leader in in e-signature solutions Docusign ( DOCU ) reported its fourth-quarter results on Tuesday, beating analyst expectations on both the top and bottom lines. The SaaS company is benefiting from steady customer migration to its enterprise-focused software platform and is seeing a strong free cash flow trend as a result. The SaaS enterprise generated double-digit year-over-year free cash flow growth and while shares are not as cheap as I would like them to be, DocuSign has a risk profile that is skewed to the upside. Data by YCharts Previous rating I rated shares of DocuSign a strong buy -- A Cheap SaaS Growth Play -- after the software platform reported accelerating Cloud-driven growth last year. SaaS companies like DocuSign I have come under pressure lately or fears that the utilization of artificial intelligence will cannibalize their core software businesses, but the company's fourth quarter earnings report card showed serious growth and free cash flow which grew three times faster than its total consolidated top line. Strong core business performance DocuSign beat expectations for its fourth fiscal quarter on both the bottom and the top line lines: the e-Signature leader reported normalized earnings of $1.01 per-share, beating the consensus estimate by 0.06 per-share. The revenue figure was published at $837M, out-matching the average prediction by $8.6M. Seeking Alpha DocuSign generated $837M in revenue in the fourth fiscal quarter which was good for an 8% year-over-year growth rate. The firm's annual recurring revenue, or ARR, stood at a record of $3.3B as of the end of January. DocuSign The majority of revenues come from DocuSign's highly profitable and high-margin software subscription business which represents 98% of total revenues. Subscription revenues also grew 8% year-over-year in Q4'26 and are key to the company meeting its revenue and profitability targets. DocuSign What I like most about DocuSign is ...