Rocket Lab's Moving Upmarket. We're Upgrading Our Conviction in the Stock.: Rocket Lab
Sep 15, 2023
Rocket Lab's launches are carrying much larger payloads. That means good things are in store for investors.
Illumina: New Leadership and a New Strategy. Our Conviction Has…
Sep 14, 2023
Illumina has replaced its CEO, its Chairman, and its strategic priorities. What will this mean for investors?
MongoDB is Boldly Disrupting the Database Market
Sep 8, 2023
MongoDB's 40% revenue growth and 19% operating margin were both excellent, even in a difficult macro. But what will the company's recent change in its sales strategy mean for investors?
Okta’s Second Quarter is Showing Signs of a Turnaround
Sep 7, 2023
Okta's 23% revenue growth, 9% free cash flow margin, and increased full-year guidance are showing promising signs of a turnaround. See what that might mean for investors.