Power Solutions Stock Up 140% as $6.36 Million Exit Follows 62% Sales Surge Power Solutions International designs and manufactures advanced engines and power systems for industrial and transportation markets.
Freshworks Falls 60% in a Year as $7.5 Million Sale Shrinks Stake to 3.1% of This Portfolio's Assets This SaaS firm delivers cloud-based business software worldwide, focusing on subscription-driven customer and IT service solutions.
Air Lease Stock Up 43% as Investor Trims $6.9 Million Stake Despite $1 Billion Profit Year Air Lease Corporation provides global airlines with commercial jet leasing, sales, and fleet management services across a diverse portfolio.
Five9 Stock Down 60% This Past Year, but One Investor Just Lifted Stake With $3.5 Million Buy Five9 delivers cloud-based contact center software for enterprises, serving clients across finance, healthcare, and technology sectors.
Freshworks Stock Down 60% in One Year as Revenue Jumps 16% and One Investor Sells $7 Million in Shares Freshworks delivers cloud-based SaaS solutions for customer engagement, IT service management, and business process automation.
Reflecting On Vertical Software Stocks’ Q3 Earnings: Bentley Systems (NASDAQ:BSY) Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Bentley Systems (
NASDAQ:BSY ) and the best and worst performers in the vertical software industry.
Chart Industries Drew a New $27 Million Bet Amid Record Orders and a $210 Per Share Buyout Deal The move isn’t about chasing a cyclical bounce, but about locking in exposure to a business with record orders and deep industrial leverage.
Why One Fund Bet $36 Million on CyberArk Stock and Made It a 20% Portfolio Anchor A single position now dominates the portfolio, and the math behind that conviction starts with recurring revenue, not hype.
Molina Healthcare Draws a Major Bet From Cobalt Capital After a Sharp Pullback Molina Healthcare is trading near multi-year lows, yet Cobalt Capital moved in with a position large enough to make MOH a top-four holding. For shareholders trying to understand whether this downturn represents structural erosion or cyclical noise, this move offers a revealing clue.
ProPetro’s $294 Million Quarter and Expanding Power Business: Is This Buy Signal Enough? One investor just made a big bet on ProPetro’s evolution—here’s what they may be seeing that the market hasn't completely priced in.
Vista Energy Lands New $12.7 Million Investor as Stock Rallies — Should You Follow? One institutional buyer just made a notable bet on Vista’s rebound—but the details may matter even more than the trade.
Is Core Scientific’s AI Pivot Working? New Investor Takes Big $22 Million Position Core Scientific is reinventing itself—fast—and one major investor just made a bold bet on where that pivot leads.
Deal Dispatch: Noodles On The Menu, Giants Garner Billionaire Interest, Spirit Goes Broke Again This week's deal economy: Safran and Noodles explore options, Giants attract the Koch's, Kelce beer scores $200M and Spirit is bankrupt again.
Air Lease Agrees To $7.4 Billion Takeover By Sumitomo-Backed Consortium, Stock Soars Air Lease (AL) to be acquired by Irish holding company backed by Sumitomo, SMBC, Apollo, and Brookfield for $7.4B. Shareholders to receive $65 per share in cash.
