Varonis Systems is downgraded to hold as SaaS ARR growth decelerates and retention rates fail to inflect higher. Q4 revenue grew 9% y/y, with SaaS ARR up 32% y/y ex-conversions, but margins weakened a
Palo Alto Networks remains a sell as soft guidance, risk factors, and a premium valuation outweigh recent operational strength. Q1 FY 2026 delivered steady 16% YoY revenue growth and robust profitabil
Annual recurring revenues increased 16% year-over-yearSaaS ARR, excluding conversions increased 32% year-over-yearSaaS ARR as a percentage of total ARR was approximately 86%Year-to-date cash from oper

High-Yield Carnage In 2026

07:44am, Tuesday, 03'rd Feb 2026
Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperforme
VERO BEACH, Florida, Jan. 29, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the February 2026 cash dividend for the
MINNEAPOLIS--(BUSINESS WIRE)--Digi International Inc. (“Digi”) (Nasdaq: DGII), a leading global provider of business and mission-critical Internet of Things (IoT) products, services and solutions,
Commvault Systems (CVLT) reported a robust performance for Q3 2026, surpassing revenue and earnings expectations. Despite this, shares have dropped over 30% to
A ~30% pullback resets entry into a high-conviction AI infrastructure story, with demand, pipeline strength, and hyperscaler commitments still firmly intact. Revenue volatility reflects supply timing,
Netskope receives a buy rating, driven by its proprietary NewEdge infrastructure and accelerating ARR growth. NTSK's edge-based SASE platform delivers superior security and near-zero latency, supporti
Progress Software remains a "Buy," leveraging disciplined M&A and strong integration to drive alpha amid market uncertainty. PRGS demonstrates organic ARR growth and robust 39% pro forma operating mar
ARMOUR Residential REIT (NYSE: ARR - Get Free Report) and Chimera Investment (NYSE: CIM - Get Free Report) are both finance companies, but which is the superior investment? We will compare the two bus
Company Achieves Record ARR in December, Representing a 300% Increase Over the Past 12 Months Fort Lauderdale, FL, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Algorhythm Holdings, Inc. (“Algorhythm”) (NASDA
Shares of ARMOUR Residential REIT, Inc. (NYSE: ARR - Get Free Report) passed above its 200-day moving average during trading on Wednesday. The stock has a 200-day moving average of $16.25 and traded a
ARMOUR Residential REIT gets its hold rating reaffirmed, agreeing with the latest Wall Street hold consensus. Although recent revenue growth impressed, there is still the topic of funding costs for a
London-based Samson Rock Capital bought 22,983 shares of CyberArk in the fourth quarter for an estimated $11.06 million based on quarterly average pricing. The quarter-end position value increased by
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