Category: Analyst POV

CoreWeave (CRWV), operating as the “AI Hyperscaler,” has filed its S-1 for an initial public offering (IPO) led by JP Morgan, Morgan Stanley and Goldman Sachs

AppLovin’s (APP) stock was one of last year’s top-performing stocks, gaining over 700% and sporting a market cap of around $150 billion.

Meta’s FQ4 earnings report beat across the board with revenue growing 21% year over year but more impressive was the sharp beat on operating margins as they reached a 7-year high of 48% blowing away the Street estimates by 600bps.

2024 was not kind to MongoDB (MDB), down 43%, given its growth deceleration, nor to GitLab (GTLB), down 11% after a bumpy second quarter.

ServiceTitan’s (TTAN) first quarter as a public company combined the positives and negatives previewed on their IPO roadshow in December.

WH Group, the largest pork producer in the world, announced plans to spin off Smithfield Foods (ticker SFD), the US-based entity it acquired in 2013 for $4.7 billion.

What an opening couple of weeks for ServiceTitan (TTAN ticker). From raising the IPO range from $52-57 to $65-67 then pricing the IPO at $71, the stock opened at $101.

Service Titan (TTAN) raised the price range for its IPO from $52-57 to $65-67, presumably due to a strong reception from investors on the roadshow.

TSM and ASML reported very different quarters, casting mixed messages on the semiconductor sector. ASML reduced its 2025 revenue and gross margin outlook