Filtered library · Theme
enterprise-ai-software-data theme · 2 dossiers
Dossiers in the enterprise-ai-software-data theme cluster — 2 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)…
Special situation enterprise-ai-software-data hospitality-saas
analysed · →
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…
Theme leader enterprise-ai-software-data ai-marketing-adtech
analysed · →