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Tenable (NASDAQ:TENB) Has Shipped an 'Always-On Agentic Fleet', So Why Is the Market Still Paying Utility Prices?

Tenable is at a pivotal point, balancing near-term challenges against a longer-term strategic case.

Vinay Lochav | 03 August 2026

The Trade Desk's (NASDAQ:TTD) Great Derating: Slowing Growth and a Boardroom Exodus Overshadow the Connected-TV Story

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.

Vinay Lochav | 03 August 2026

Unisys (NYSE:UIS) New Signings Jumped 57%, Yet the Shares Fell 9%, The Turnaround Still Hinges on a Very Big Second Half

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.

Vinay Lochav | 03 August 2026

Varonis (NASDAQ:VRNS) Switches Off Self-Hosted Software in December, What Happens When the Conversion Tailwind Stops?

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.

Vinay Lochav | 03 August 2026

Voyager Technologies (NYSE:VOYG) Lands a US$298m NASA Moon Order, Can Deals Outrun Its Cash Burn?

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 …

Vinay Lochav | 03 August 2026

Riskified (NYSE:RSKD) Lifts Its Buyback Authorisation to US$450m as Losses Narrow and Cash Builds, Is a Re-Rating Possible?

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.

Vinay Lochav | 03 August 2026

SailPoint (NASDAQ:SAIL) Is Racing to Secure AI Agents and Machine Identities, So Why Do Its Shares Still Trade 30% Below the IPO Price?

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.

Vinay Lochav | 03 August 2026

Schrödinger (NASDAQ:SDGR) Banks US$57m From Lilly's Ajax Deal, But the Software Engine Is Still Downshifting

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.

Vinay Lochav | 03 August 2026

SentinelOne (NYSE:S) Reaches Operating Profitability as Non-Endpoint AI Products Hit Half of ARR, Can Growth Hold Near 20%?

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.

Vinay Lochav | 03 August 2026

Sezzle (NASDAQ:SEZL) Lifted Its 2026 Guidance and Grew Profit 42%, Yet the Shares Are Barely Up Over a Year

Sezzle (NASDAQ:SEZL). That values the Minnesota-based buy-now-pay-later lender at roughly US$5.2bn on 33.6 million shares.

Vinay Lochav | 03 August 2026
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