Tenable is at a pivotal point, balancing near-term challenges against a longer-term strategic case.
The Trade Desk trades within a couple of dollars of its 52-week low of US$16.70, having traded as high as US$91.45 in the preceding twelve months. On roughly 470 million shares outstanding, the company is worth about US$8.6bn.
Unisys Corporation (NYSE:UIS) reported second-quarter 2026 results after the close on 29 July and filed its Form 10-Q the next day. The shares finished 30 July at US$3.15, down 8.96%, an equity value near US$230m.
Varonis Systems (NASDAQ:VRNS) reported second-quarter results. SaaS annual recurring revenue, the run-rate value of its cloud subscriptions, reached US$726.0m, up 52%; revenues rose 18% to US$180.0m; and full-year guidance was raised.
Voyager Technologies (NYSE:VOYG) has spent its first year as a public company buying capability. That strategy produced its clearest result yet: the Denver-based space and defence group completed its acquisition of Astrobotic Technology, rebranded it Voyager Lunar Systems, and disclosed a NASA task order …
Riskified (NYSE:RSKD). On the 144.0 million shares outstanding at the end of March, that capitalises the business at roughly US$755m, a level at which capital returns matter as much to the investment case as the technology.
That values the Austin-based identity security company at roughly US$9.2bn, about 30% below the US$23.00 at which Thoma Bravo returned it to the public market in February 2025.
That values the computational chemistry group at about US$1.15bn, the lower half of a 52-week range of US$10.95 to US$23.02.
Reporting first-quarter fiscal 2027 results, for the three months, the cybersecurity group said annualised recurring revenue (ARR) reached US$1,163m, up 23% year on year, on record net new ARR of US$44m - 55% above the US$28m added a year earlier.
Sezzle (NASDAQ:SEZL). That values the Minnesota-based buy-now-pay-later lender at roughly US$5.2bn on 33.6 million shares.