Q4 earnings season
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Telos: Rapid Growth Surge And Still Under-Recognized In The Market
Seeking Alpha· 2026-01-28 23:36
We're about to head into the Q4 earnings season, and the stock market remains incredibly volatile. Investors continue to bear major concerns about frothy valuations in the wake of potential macroeconomic disruption. And though no massive rotation has happened yet, my core strategy forWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping ...
Agilysis: A Healthy Dip To Buy (Upgrade)
Seeking Alpha· 2026-01-28 04:40
So far, the Q4 earnings season is kicking off on a rather sour note, as investors look for any and all excuses to sell off expensive tech stocks amid additional geopolitical and macroeconomic woes. Agilysis ( AGYS ), the hospitality softwareWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular c ...
Intapp Stock: A Great Value Play Amid ARR Acceleration (NASDAQ:INTA)
Seeking Alpha· 2026-01-20 14:38
市场环境与投资者情绪 - 市场环境正变得极其复杂 投资者对高估值表现出警惕 尤其是在科技行业 同时宏观经济状况和地缘政治新闻也影响着当前格局 [1] 分析师背景与行业洞察 - 分析师加里·亚历山大在华尔街和硅谷拥有覆盖科技公司的综合经验 并担任多家种子轮初创公司的外部顾问 这使其能够接触到塑造当今行业的许多主题 [1]