Research Feed

UiPath is the largest pure-play robotic process automation (RPA) vendor. $1.782B ARR, 10,860 customers, 63% of Fortune Global 500. The product automates repetitive tasks between enterprise systems — extracting data from emails, entering it into SAP, routing exceptions to humans. Orchestrator manages

CrowdStrike dropped 25% in four trading days after Anthropic launched Claude Code Security. The market conflated "AI can find code bugs" with "AI replaces endpoint protection." This is a category error — Claude does static code analysis (competes with Snyk/Veracode), not runtime endpoint detection (

Workday at $138 is down 47% from its 52-week high. RSI 20.8. Trading at 15.3x operating cash flow — cheaper than ADP (22.8x), which grows half as fast with worse margins. The co-founder just fired the professional CEO and took his job back, with $75M in performance RSUs tied to stock price targets.

Sangamo disclosed going concern doubt on Feb 3rd with $20.9M cash and $8.7M/quarter burn — roughly 6 months of runway. Same 8-K: CFO's "employment...terminated" (not resigned), replaced by interim internal promotion. Stock response: +50% in one week. That's not how distressed biotechs behave when fu

RANKF (Rank Group - UK gaming/bingo/casino) crashed -47% in 30 days to 11% of 52-week range (RSI 0.0) despite Q2 FY26 transcript showing improving fundamentals: management reaffirmed £100M profit target, bingo duty cut provides £6.5M structural benefit, gaming machine rollout progressing. Either a d

Ondas Holdings (ONDS) has undergone a material re-rating in the past year, with shares rising 513% from $0.57 to $10.36, supported by structural improvements in cash position, analyst coverage expansion, and insider buying—despite historical going concern warnings and subsidiary cash burn. The compa

Laird Superfood filed an 8-K on January 30, 2026, amending its December 21, 2025 Investment Agreement with Nexus Capital and disclosing director departures ahead of the transaction closing. While the amendment itself is procedural—adjusting conversion pricing for potential "Additional Shares" to com

Elevance Health disclosed a permanent downward revision to its long-term health benefits margin target during its Q4 2025 earnings call on January 28, 2026. Management lowered the target from the prior framework to "mid-single-digit," citing three structural drivers: elevated cost trends, a larger s

Franklin Resources disclosed on its Q1 FY2026 earnings call that the Department of Justice has concluded its investigation into subsidiary Western Asset Management with a civil resolution only—no criminal charges will be filed. The company also provided specific multi-year margin expansion guidance