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Q2 Holdings reported FY2025 revenue of $794.8 million, Q1 2026 revenue of $216.5 million, FY2025 operating cash flow of $201.5 million and Q1 2026 net income of $26.6 million. The thesis depends on banking software demand, subscription durability, margin expan
OpenMercadoLibre's Q1 2026 TPV was about 4.6x marketplace GMV, showing that Mercado Pago is more than a checkout layer. Amazon has the larger global machine, but official filings do not show a comparable disclosed Latin America fintech flywheel.
OpenSEC filings, financial facts, source resources, and Goglides workspace context for AMAZON COM INC.
OpenSoFiUSD is the first U.S. national-bank issued stablecoin available inside a banking app. The bull case is distribution plus settlement; the proof gate is usage, enterprise adoption, and financial contribution.
OpenRubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversi
OpenOkta reported FY2026 revenue of $2.9 billion, FY2026 operating income of $149 million and FY2026 operating cash flow of $884 million. The thesis depends on identity demand, retention, remaining performance obligations, margin discipline and security-platform c
OpenA Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenA Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenRealty Income reported FY2025 revenue of $5.7 billion and Q1 2026 revenue of $1.5 billion. The thesis depends on lease durability, acquisition spreads, balance-sheet access, tenant concentration and cash conversion.
OpenGitLab reported FY2026 revenue of $955.2 million, gross profit of $834.5 million, operating loss of $70.5 million and operating cash flow of $232.9 million. The setup depends on DevSecOps adoption, platform consolidation, gross-margin durability, operating dis
OpenEquinix reported FY2025 revenue of $9.2 billion, operating cash flow of $3.9 billion and Q1 2026 revenue of $2.4 billion. The thesis depends on interconnection demand, data-center utilization, power availability, debt capacity and capital efficiency.
OpenAmerican Healthcare REIT has visible senior-housing same-store NOI growth, positive GAAP earnings and raised 2026 normalized FFO guidance, but forward equity settlement, RIDEA operating exposure, Trilogy dependence and capital deployment decide the per-share c
OpenA Broadcom five-year double thesis focused on custom AI silicon, Ethernet networking, VMware free cash flow, customer concentration, and integration risk.
OpenA Coverage Bootstrap Broadcom company evaluation covering custom AI silicon, Ethernet networking, VMware, free cash flow, customer concentration, integration risk, and valuation discipline.
OpenAmazon reported 2025 revenue of $716.9 billion and Q1 2026 revenue of $181.5 billion. The thesis depends on AWS growth, advertising scale, retail margin, fulfillment efficiency and AI capital intensity.
OpenAshford Hospitality Trust reported better Q1 comparable RevPAR and hotel EBITDA, but the Q1 2026 10-Q includes going-concern doubt, $1.9 billion of near-term non-recourse loan maturities, defaulted loans and suspended preferred dividends. AHT is a high-risk lo
OpenAH Realty Trust has turned the former Armada Hoffler platform into a retail and office REIT, with a $562 million multifamily sale agreement, high leased occupancy and a bigger buyback authorization. The proof gate is whether asset sales reduce leverage before
OpenC3.ai ended FY2026 with preliminary revenue inside guidance and a large cash and investments balance, but the latest evidence is dominated by a sharp revenue reset, weak Q3 gross margin, negative free cash flow, a 26% workforce reduction and Thomas Siebel's re
OpenAffirm is scaling GMV and has moved into GAAP operating profitability, but the stock thesis still depends on credit discipline, funding access, partner concentration, regulation and whether Card, wallets and international expansion preserve unit economics.
OpenAI Financial has a real ALT5 fintech platform with $24.8 million of FY2025 revenue and $3.5 billion of disclosed 2025 transaction volume, but its current equity story is dominated by WLFI token volatility, a $344.5 million net loss, a working-capital deficit,
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