Robinhood (NASDAQ: HOOD) sits at what looks like a fair valuation, but there’s clear execution risk. Its core revenue still comes from transaction-based activity in things like options and crypto.
I rate OneConnect as a hold due to high restructuring risks, persistent losses, and ongoing cash burn despite a net cash position. The company's pivot to insurtech and international expansion is ...
David Girouard, CEO, opened by stating, "Upstart today is a dramatically stronger company than it was just a few years ago. Our technology, our business, and our teams have never been better." He ...
PayPal Holdings' PYPL transaction revenues form the backbone of PayPal's business model. In the third quarter of 2025, PayPal reported another quarter of transaction revenue growth. In this quarter, ...
Coinbase (COIN) posted a stronger-than-expected third quarter, driven by a surge in trading activity, a rebound in asset prices and continued growth in its subscription and services business. The U.S.
Brex reports that recurring revenue, a predictable income stream, is key for modern business growth and stability, ...
CEO Lee Shavel reported "organic constant currency revenue growth of 5.5% driven by strong subscription revenue growth of 8.7%." He noted that the company experienced "an exceptionally low level of ...