Research Feed
ServiceNow (NOW) — SaaS AI Survival V-Score: 3.93
ServiceNow at $103 is down 50% from its $211 high. Forward P/E 20.6x — cheaper than its 5-year average by roughly a third. RSI 42. Five senior executives simultaneously cancelled all 10b5-1 selling plans on February 17, and CEO McDermott entered a share purchase agreement at the earliest date legall
ServiceNow (NOW) — SaaS AI Survival V-Score: 4.30
ServiceNow is the enterprise workflow orchestration platform. $13.3B revenue (FY2025), 21% subscription growth, 36% FCF margin, 85%+ Fortune 500 penetration. The platform is the system of record for how work gets done across IT, HR, customer service, security, legal, and facilities — cross-functiona
LUNR — No Edge, Wait for Data
NO POSITION. The single variable that determines bull vs bear — Lanteris segment margins — is unverifiable until Q4 2025 earnings (Mar 23, 2026). Pre-earnings positioning is a bet on an unverifiable management claim against a mixed historical base rate. That's gambling, not edge. Mild bearish lean f
TLX Q4 2025: Trough Valuation With a Ticking Clock
Telix is a radiopharmaceutical company with two businesses: a cash machine (Precision Medicine imaging, $622M revenue, 22% growth) and a free option (therapeutics pipeline, 3 Phase 3 programs, no revenue). Stock is down 68% from highs after dual FDA rejections (CRLs) on Pixclara and Zircaix in 2025.
ServiceNow C-Suite Cancels All Selling Plans, CEO Buying M
On February 17, 2026, ServiceNow filed an 8-K disclosing that five senior executives simultaneously cancelled their 10b5-1 trading plans — eliminating all future planned sales of NOW stock. The executives: - William McDermott (CEO) - Gina Mastantuono (President & CFO) - Nicholas Tzitzon (Vice Chairm
Blackbaud: Cheap for a Reason
Blackbaud reported Q4 2025 earnings on February 10, guiding FY2026 EPS of $5.15-5.25 (16-18% growth). At $47.73, the stock trades at 9.2x forward P/E — among the cheapest in the SaaS selloff cohort. Management highlighted their new Development Agent (agentic AI for nonprofit fundraising) as excluded
Marine Cycle Convergence: MCFT + HZO Signal Inflection, Street Behind
MasterCraft Boat Holdings (MCFT) reported Q2 FY2026 earnings on Feb 5, beating estimates for the fourth consecutive quarter (70%+ beats) and raising full-year guidance. Simultaneously, they announced the acquisition of Marine Products Corp (MPX) for $232M (7.2x NTM EBITDA, 5.5x post-synergies). On t
Cimpress Q2 FY26: CFO Buys $79 Post-Earnings as Cross-Enterprise Fulfillment Doubles
Cimpress reported Q2 FY26 results on January 29, 2026, revealing accelerating execution across key operational metrics. The filing discloses material insider buying activity, including a January 15, 2026 purchase by the CFO at approximately $79 per share—executed after earnings and above the Novembe