Filtered library · Theme
enterprise-ai-software-data theme · 3 dossiers
Dossiers in the enterprise-ai-software-data theme cluster — 3 names moving on shared catalysts.
All dossiersAGYS
Agilysys, Inc.
Hospitality vertical-SaaS re-rating off a deep 2025 drawdown: 17th straight record quarter (Q4 rev $82.9M, EPS $0.63 vs $0.50), FY27 guide $365-370M with subscription +30%, and clustered analyst actions (Piper initiates $110, 2026-06-02)…
PD
PagerDuty, Inc.
Margin/buyback/new-CEO rerate, not a narrative leg: Q1 FY27 (2026-05-28) revenue +1% YoY, ARR flat $496M, NRR 97% (from 104%). +14.7% pop on 25% op margin, $100M buyback, DiLullo named CEO. ~$9.25, below 200-DMA, at RBC fair-value PT $9…
ZETA
Zeta Global Holdings Corp.
Redemption-momentum: 50% revenue growth, 19th straight beat-and-raise, and the Athena agentic-AI launch are draining the Culper fraud-short thesis. KeyBanc's May 29 bear-to-bull upgrade is the narrative inflection; theme ACCELERATING. But…