Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends UiPath reported 362 million USD revenue in Q2 FY2026, a 14 percent increase versus the prior-year quarter, with annualized recurring revenue of 1.723 billion USD as of July 31, 2025. Revenue growth has been steady but not accelerating into double-digit expansion territory that characterizes high-growth SaaS…
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends Rocket Lab posted record quarterly revenue of $144.5M in Q2 2025, up 36% YoY, with product and service mixes shifting as Electron launch services and space systems bookings expanded. Service revenue growth reflects higher mission cadence and increased mission management/space-systems work. The company reported FY-to-date revenue…
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and drivers Palantir’s revenue acceleration in 2025 is driven by simultaneous expansion in U.S. government contracts and a rapid inflection in U.S. commercial sales. Q2 2025 total revenue reached $1.00B, a 48% increase versus Q2 2024, with U.S. commercial revenue up ~93% YoY and U.S. government…
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends MicroStrategy’s software business is small relative to its bitcoin treasury. Q2 2025 consolidated revenue was $114.5 million, up 2.7% YoY, with subscription services expanding strongly (+69.5% YoY) but product support and other services declining. The software business is growing modestly and remains margin-rich but not scale-dominant…
Executive summary Summary fundamentals Detailed fundamental analysis Revenue mix and trendsLattice’s Q2 results show sequential improvement and pockets of end-market strength. Communications & compute revenue rose sharply, driven by server attach activity; management reported server revenue growth and higher attach rates across hyperscaler racks. The company’s revenue for Q2 was flat year-on-year but up sequentially,…
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and growth sustainability AppLovin’s reported Q2 2025 revenue of $1.259 billion reflects a 77% year-over-year acceleration driven by higher net revenue per install, increased ad pricing and scaling of the MAX mediation platform. The company’s first-half 2025 figures show 74% year-to-date growth, and management emphasizes diversification…
Executive summary Summary fundamentals Notes: EPS, single-company gross margin and company-level debt-to-equity are not meaningful at the aggregated index level; the index provides per-constituent averages for certain metrics but not a single consolidated EPS figure. Detailed fundamental analysis – thematic drivers and multiples Index composition and revenue/multiple mechanics The BVP Nasdaq Emerging Cloud Index tracks…
Executive summary • Schwab recorded core net new assets of $80.3 billion in Q2 2025 while Robinhood reported net deposits of $13.8 billion in the same quarter; the differential frames deposit-gathering scale for incumbent custodian vs scaled retail platform. • Schwab Q2 net revenues were $5.9 billion and adjusted EPS $1.14; Robinhood Q2 net revenues…
Executive summary Top 10 stock list Detailed breakdown NVIDIA Corporation (NVDA) Company overview & fundamentals NVIDIA reported fiscal Q2 revenue of $46.7B, up 56% year-over-year; fiscal 2025 revenue totaled $130.5B, with exceptionally high gross margins in data-center products. Market cap and multiples have expanded with AI demand. Momentum indicators Price momentum is strong; interactive charts…
Executive summary Reddit reported a breakout Q2 2025: revenue $499.6M (-78% YoY growth), advertising revenue $465.3M (+84% YoY), GAAP net income $89.3M, adjusted EBITDA $166.7M, and record daily active uniques (DAUq) 110.4M (+21% YoY). Strong ARPU acceleration (global ARPU $4.53, +47% YoY) and improving margins drove free cash flow $110.8M and cash + marketable securities…