PCTY · Paylocity Holding Corporation · Stock research

XMTR

Xometry, Inc.

AI-native manufacturing marketplace re-rating on a profitability inflection — Q1 marketplace revenue +40% YoY, FY guide raised, Siemens embed plus ~$50M stock buy. Wedbush 7/16 Outperform $126 reopens Street upside above spot after June's above-cluster trade; the ~2026-08-06 Q2 print is the next binary.

PURR

Hyperliquid Strategies Inc

The gamma-squeeze/index leg is over: PURR is -42% from its 6/1 high of $11.62 to $6.68 (7/17), through the $7.70 shelf, and now trades at roughly 0.78x the value of its 17.6M HYPE stack — a treasury premium that has flipped to a discount, disabling accretive issuance. Cantor's 7/1 PT hike to $18.40 marked the bounce high. Aug 12 print is the next real mark.

BLZE

Backblaze, Inc.

Neocloud storage pick-and-shovel: the five-year ~$335M CoreWeave B2 Neo deal (2026-06-23) re-rated BLZE from the high-$7s to a 52-week high near $18, and sell-side is still chasing (Citizens to $16, 2026-07-23). Narrative accelerating but extended above the $14–16 target band into a binary ~2026-08-06 Q2 print — the first read on whether CoreWeave is a template or one whale.

PAYS

Paysign, Inc.

Pharma copay-affordability leg compounding: Q1 (2026-05-12) patient-affordability revenue +82% YoY to $15.7M, pharma overtook plasma as largest segment. Price broke to a new 52-week high $9.30 and held $8.55 (2026-07-17), +89% in six months. The 2026-08-05 Q2 print is the next gate — management pre-committed to 147–150 active programs.