ARR

ImakeBADinvestmentsx

Does $GOOGL reach $250 by EOY? $106B of Backlog being ARR filled in 2 years time. 58b minimum cloud revenue! wow!

Emotional-Zombie-810

Continued favorable momentum in the past week as there amid growing optimism that the previously stated $100M goal in ARR by the end of 2025 has already been met and new partnerships will be announced during ER on October 1st. The market cap is still absurdly low at \~$1.25B so we are still in the very early stages of a potentially massive run. https://preview.redd.it/lj7xmm8vx5of1.jpeg?width=1320&format=pjpg&auto=webp&s=8da4f041711384eef2a109b7e6e2475cf45c2c84

ZombieFrenchKisser

NBIS below $90 is criminal. How does tripling ARR overnight not result in a >$100 PT?

MitchCurry

Tempted to gamble on some WIX call options. They bought Base44 for $80MM in June. Two weeks ago, the founder and still CEO of Base44 posted on LinkedIn: > Some business and product updates - As I haven't done some in a while. Business - Last week, on average, we added \~$400K ARR every day. That’s +$1M ARR every 2.5 days, and the growth seems to accelerate week over week. To put that in perspective - when Base44 was acquired, we were doing a few millions in ARR overall. While it’s hard to predict the long term, if this trend continues, we will probably break the “fastest in history” record or something like that. At acquisition, Base44 reported $3.5MM in ARR, 250,000 users, and $189,000 in net income. It's now estimated that at the end of August their ARR was $40MM - $50MM. The founder was quoted elsewhere saying the surge in growth is not coming from a Wix customer exodus. If the founder's to be trusted, $40MM - $50MM in ARR is nothing to Wix's bottom line yet but I could see them mentioning it in the PR or conference call and Wix gets a bump because AI was mentioned.

Mark_Dollarz

RZLV! Almost guaranteed 100m+ ARR at October 1 earnings

UltraPoss

Because the old valuation priced in an $1bn ARR for FY2025 Not 450, and all the potential future revenue from potential hyper scalers which materialized, also, the market is not open yet there is only so much that happens pre market, the real price action will take place at open tomorrow and I personally thing we can still go higher

Traderbob517

I said this would 10X over the next few years in January and the floorboard for EOY is +100. Lots of laughter with a few who started researching. We are now +3X and still have a lot of 2025 left. Side note the P/S ratio post Q2 earnings was 60 and by many metrics justified by the hyper growth massive projections. After signing this contract they have dropped to under 8 P/S ratio and at 120 it’s around 15. Still arguably solid justification for a 30ish P/S ratios bringing the price range in the 240-300 target range. The ARR target will now jump from +1 billion to +4.5 billion. Thats a 450% increase in projections with 3.4 billion locked in for the next 5 years!! Massive growth still rolling. They secured massive favorable loans using the contract as leverage to further expedite the hyper growth. Lots more to come!!

Low_Administration22

~15 million paying subscribers and nearly $700M in ARR

CheekEquivalent1277

For context, they immediately closed a 100% of approved capacity deal with Coreweave for ARR of something like a billion. However, they’re still pending Texas approval of an additional 300% of that amount, a portion of which they’re expecting in the coming months.

StrangerDifficult392

I don't have a big position like OP. It was like 8% in my Roth, but it was a play on AI Infrastructure play - obviously this is great news for the shareholders. It upped their guidance to about 1B ARR

ZombieFrenchKisser

This deal triples their ARR estimates just for this year, lol.

Deep_Landscape7479

* In 2022, Adobe agreed to acquire Figma for **$20 billion** (cash + stock), which was a huge multiple (≈40x revenue, given \~$500M ARR). * Regulators blocked the deal (mainly EU & UK), so it fell through. * Since then, Figma has continued to grow: ARR now \~$900M (close to doubling in \~2 years). * If you apply the *same multiple* that Adobe was willing to pay, Figma would indeed be worth **$35–$40B today**. If you apply an even more generous "strategic premium," you can argue for $50B+.

Amazin8Trade

**Why RZLV could be a good investment:** * **Strong Analyst Ratings and Price Targets:** Analysts are generally bullish on RZLV, with a consensus "Buy" rating and an average price target significantly higher than its current trading price. For example, Alliance Global Partners initiated coverage with a "Buy" rating and an $8.50 price target on August 1, 2025, noting Rezolve AI's conversational AI technology as a leader in e-commerce. HC Wainwright & Co. also reiterated a "Strong Buy" rating with a $4 price target on April 16, 2025. * **Technological Innovation and Market Opportunity:** RZLV's Brain Suite platform, featuring the proprietary brainpowa LLM, is designed for the $30 trillion retail and commerce market. Strategic partnerships with Microsoft and Google further enhance its market reach and technological capabilities. * **Rapid Growth and Expansion:** Rezolve AI achieved $70 million in Annual Recurring Revenue (ARR) in 12 months and is targeting $100 million ARR by the end of the year. The company has expanded into the Asia Pacific region with a new headquarters in Singapore, backed by a multi-million-dollar investment.  This is not a new business, their LLM has been in the making for 9 years!

ishboo3002

What? Open AI itself has 10B in ARR this year you think the rest of the market alone has only 10B in revenue?

WhiteRabbitSpecific

You’ve got a lot wrong here, and it shows you don’t really understand how SmallCap cleantech commercialization works. Let’s break it down: 1. Shell GameChanger It’s not “a 3-year program where everyone graduates.” Aduro entered in June 2022 under a 12-month, 6-stage program. Each stage had to be cleared to advance. Because they delivered, Shell extended it not once, but twice — to 36 months. Pending graduation this fall is the result of 3 years of Shell vetting and funding. Suggesting Shell burns 3 years of staff time and money for a “write-off” is naïve. 2. Vendors (Zeton & Siemens) Dismissing Zeton and Siemens as “just vendors” is disingenuous. Zeton builds modular pilots for majors worldwide — they don’t take on backyard science projects. Siemens integrating controls means the system is being built to industrial standards, not a lab bench toy. These aren’t endorsements, but they are validation that Aduro is building real, scalable tech. 3. Dilution Dilution isn’t a red flag, it’s how deep-tech funds progress. QuantumScape, your own example, diluted ~20% while burning billions with no traction. Aduro diluted ~40% but used it to deliver tangible milestones: R2 continuous runs, NGP build + commissioning, Siemens integration, and Shell GC & built out their CEP... One torched cash, the other bought real progress. 4. “Their product is their stock” Completely false. Their “product” is Hydrochemolytic™ technology, protected by 7 granted + 2 pending U.S. patents. The goal is licensing — not manufacturing widgets. Comparing it to a SaaS ERP app is apples to oranges. One can generate ARR in months, the other is tackling a $400B+ global recycling/energy problem that Shell and TotalEnergies themselves have failed to solve with pyrolysis. That's just one of the verticals as well, they have two others with massive TAM. 5. Institutions/VC Institutional ownership increased by ~432% in the last reporting period. Insiders still hold ~36%, which is extremely high for a microcap — that’s alignment, not a red flag, oddly enough you're focused on this and see it as a negative. Shell, TotalEnergies, GF, CleanFarms, Siemens, the other 5 unnamed billion dollar corporations in the CEP- these are strategic relationships that matter far more than a small VC cheque. Bottom line: Aduro didn’t “go public to fleece retail.” They went public to fund industrial technology that requires years of engineering and validation before revenue. That’s how every deep-tech cleantech company works. Writing it off as a pump and dump because you don’t understand the model isn’t analysis — it’s simplistic and short-sighted.

kjcastro

Holding 10,000 shares of RZLV. The company reported $70M ARR last June and expects to surpass $100M by year-end. Backed by partnerships with Google and Microsoft, plus a $50M equity investment from Citadel, it’s positioned for rapid scaling. Earnings are on Oct 1, so short-term volatility is likely, but I’m long and anticipating significant gains by next year.

DickFineman73

It's worth keeping in mind that a large amount of their customer base replaced a significant number of humans with UiPath's products. These companies have three options: 1) Continue paying UiPath the annual license fees (which contributed to UiPath's ARR), but reduce development and maintenance expenses for keeping UiPath running over time as they become familiar with the product and its nuances. 2) Switch to another product, which saves them money on UiPath licensing and technical debt, but costs significantly more in new investments to move to the new product, learn the tech stack, ensure a seamless migration, etc. 3) Dump UiPath and go back to humans. UiPath's ARR is showing a slowdown in growth quarter over quarter; it's growing, but not like it used to. It's probably going to be a long time before it starts to shrink, but that's because UiPath and similar tech is becoming legacy infrastructure in many companies. It's like asking IBM's mainframe division to be making huge profit gains every quarter - that ain't happening. But they CAN maintain their revenue and maybe make some profitability improvements bit by bit over time while they reduce staff or fix bugs. The price is reflective of UiPath's likelihood of making major returns on investment - that likelihood is continuing to fade.

CupOdd722

Then how come thier ARR is 1.5 billion

salty0waldo

A 30% increase on ARR that is already over $1B is insane.

_hiddenscout

$IOT *  *Q2 revenue of $391.5 million, representing 30% year-over-year growth, 31% in constant currency* * *Ending ARR of $1.640 billion, representing 30% year-over-year growth in actuals and in constant currency* * *2,771 customers with ARR over $100,000, an increase from 2,120 one year ago* * *Customers with ARR over $100,000 generated approximately $1 billion of ARR, representing 35% year-over-year growth* * *Customers with ARR over $1,000,000 contributed more than 20% of ARR* “Samsara had another strong quarter of durable and efficient growth, ending Q2 with $1.6 billion in ARR, a 30% increase year-over-year,” said Sanjit Biswas, CEO and co-founder of Samsara. “As the trusted partner to some of the world’s largest and most complex operations, we’re seeing firsthand how the rise of the AI-driven economy is amplifying demand for our platform. We are innovating at an unprecedented pace and are excited to deliver even greater impact for our customers who keep the global economy running.”

Stock_Bite_5651

What u think ? Guidewire reports Q4/FY2025 results after market close on September 4. Analysts are expecting around $0.62 EPS and $338M in revenue. In Q3 they smashed expectations with strong subscription growth and raised ARR outlook. The stock has pulled back and valuation is still pretty high compared to peers. Do you think they can beat again, or will guidance/valuation weigh more this time? Curious to hear what the community thinks. 🚀📉

everySmell9000

I don't think you're cooked. My guess is those leaps will be well ITM in one year. RemindMe! 1 year Microsoft paid $7.5B for competitor github when their ARR was only $250M. That's gitlabs current market cap, even though Gitlab already has over $800M ARR. I've used Gitlab, it is in my opinion the very best product out there for CI/CD pipelines. This stock is way undervalued for the growth rates they're putting up.

Temporary-Equal-774

I used gemini to do some digging on the company and these are two big red flag I got: A severe discrepancy exists between the company's public claims and its reported financials. Rezolve AI has publicly announced achieving over $70 million in Annual Recurring Revenue (ARR) and being on track for $100 million by the end of 2025. In stark contrast, its financial statements for the fiscal year 2024 report total revenue of just $190,000 and a net loss exceeding $172 million. The company itself has acknowledged that its 2024 revenue was "immaterial". (ref: their form 6-K) The Chairman & CEO, Daniel M. Wagner, previously founded and led Powa Technologies, a similarly hyped tech "unicorn" that collapsed spectacularly in 2016. The failure of Powa was marked by allegations of financial mismanagement, extravagant spending, and the gross misrepresentation of non-binding "letters of intent" as firm partnerships. The parallels in strategy, marketing narrative, and the disconnect between claims and reality at Rezolve AI are a critical concern. (ref: wikipedia pages - Dan Wagner, Powa Technologies) So definitely a pass

psmithrupert

How are they going to go pubic? Open AI is a non-profit, they can’t and even if they could convert, which they are trying to do they will face the same problems as Anthropic: how are they ever going to pass the audits with their insane burn rates, the weird accounting (what kind of fucking metric is ARR?) and their really questionable corporate governance structures?

Due-Sea4841

Note if you plan on holding the stock for at least 6 months or longer. It's a good entry point for $5 in late Sept, due to heavy Call options, then earnings in October with estimated $100M ARR. The company is growing and adding new customers really fast.

Dumbest_Degenerate

Did not think it would be this early but here’s my WYFI comment WYFI has massive potential. They’re a cloud provider and Colo provider, think as a mini NBIS or CRWV. Spun off from BTBT, they have data centers up and running Canada. Have cloud revenue that’s likely over $88m ARR. Colo deal that’s going to hit in January once one of their DC in Montreal is finished, tenant already lined up (Cerebras, look them up). Main upside is that they specialize in retrofitting buildings into DC instead of building them from scratch. It’s quicker too. They just bought a site this year in NC and are on plan that have it up and running in Q1 2026. They already have a LOI from a customer and they haven’t even finishing building it. That’s just for the 24MW. That DC can scale up to 200MW. MASSIVE potential. My other stock is DEFT. Canadian company that basically operations ETPs for crypto tokens. Basically like IBIT or ETH ETF or SOL ETF whatever but they mainly Operate in Europe. So you guys know how crypto is exploding, many are accepting, people want exposure to it etc?!?! Well they make it very easy and convenient to own it. They have I believe over 80 ETPs of crypto related products. Can own most token through their products. But the company makes money from managements fees, staking revenue, lending, etc. They have not had ONE month without net outflows, always growing. Crazy. Over a billion in AUM and they make a blended rate of like 7% of their AUM. That’s not all, this team is spinning out businesses like crazy. Last year they launched a business called DEFI Alpha - basically their arbitrage trading arm. Sometimes trades come up where they’re able to buy discounted tokens (one example is the FTX token payouts). Since most of the time they already own these tokens for their AUM, they’re able to replace, add, or hedge out risk etc. Another is stillman digital which generates trading commissions. Guiding for up to $12M on trading revenue from them. They bought it for about $5M in an all stock deal. Basically made their money back in a year. Hit me up if you guys want to know more

jelentoo

RZLV - earnings due end Sept/Oct, from 180k revenue in April, they already have $70m ARR, there should beseveral million already received in payments, also predicting in excess of $100m , just my opinion, not advice.

Dumbest_Degenerate

WYFI has massive potential. They’re a cloud provider and Colo provider, think as a mini NBIS or CRWV. Spun off from BTBT, they have data centers up and running Canada. Have cloud revenue that’s likely over $88m ARR. Colo deal that’s going to hit in January once one of their DC in Montreal is finished, tenant already lined up (Cerebras, look them up). Main upside is that they specialize in retrofitting buildings into DC instead of building them from scratch. It’s quicker too. They just bought a site this year in NC and are on plan that have it up and running in Q1 2026. They already have a LOI from a customer and they haven’t even finishing building it. That’s just for the 24MW. That DC can scale up to 200MW. MASSIVE potential. My other stock is DEFT. Canadian company that basically operations ETPs for crypto tokens. Basically like IBIT or ETH ETF or SOL ETF whatever but they mainly Operate in Europe. So you guys know how crypto is exploding, many are accepting, people want exposure to it etc?!?! Well they make it very easy and convenient to own it. They have I believe over 80 ETPs of crypto related products. Can own most token through their products. But the company makes money from managements fees, staking revenue, lending, etc. They have not had ONE month without net outflows, always growing. Crazy. Over a billion in AUM and they make a blended rate of like 7% of their AUM. That’s not all, this team is spinning out businesses like crazy. Last year they launched a business called DEFI Alpha - basically their arbitrage trading arm. Sometimes trades come up where they’re able to buy discounted tokens (one example is the FTX token payouts). Since most of the time they already own these tokens for their AUM, they’re able to replace, add, or hedge out risk etc. Another is stillman digital which generates trading commissions. Guiding for up to $12M on trading revenue from them. They bought it for about $5M in an all stock deal. Basically made their money back in a year. Hit me up if you guys want to know more

OcclusalEmbrasure

Compared Nvidia and Cisco hardware sales with ARR SaaS. OP is an idiot, regardless if they’re right or wrong.

concernedCitizen465

I thought in June they were promising 100M ARR, but who cares 70M is still a huge jump in revenue. I'm in it.

DerbyTrader

Thanks! Copart is a high-quality marketplace business with strong recent revenue and profit — it’s more of a cyclical, high-cash-flow operator than a hyper-growth stock. not interesting for me. Digi is a smaller IoT play moving the business mix toward recurring software/managed services. It’s a more defensive industrial IoT name with improving cash flow — the upside is gradual and tied to service attach and ARR growth. maybe interesting but no tenbagger. Stride just posted record quarters — revenue and operating income jumped with strong enrollment gains (Q2 revenue $1.0B cash + securities). It’s a scaled digital education business with improving margins. the near-term setup looks solid. I will look deeper. it already went up a lot.

Mobile_Elevator2164

Citi conference, earnings, new acquisitions. This is the year they really ramped up revenues and expansion, so waiting for official guidance during earnings. They are expected to be profitable end of this year with $90M+ ARR. Some of them probably priced in, some not.

DerbyTrader

RZLV: Company disclosures repeatedly warn it is early-stage and expects continuing losses “for the foreseeable future.” That generally implies recurring capital raises until operating cash flow turns. If they convert pipeline to paying ARR fast, the leverage to sentiment could be big; if not, expect more dilution and volatility as the company funds operations. Near-term, this trades more on headlines/raises than on fundamentals. I will not touch it. GLXY: more institutionally investable risk. Profitable Q2 on GAAP, robust adj. EBITDA, substantial liquidity, and a credible AI/HPC data-center growth leg coming online in 2026. Still cyclical with crypto, but the infra angle gives you a second driver beyond coin prices. Later, I will dig deeper.

salty0waldo

Not sure if anyone mentioned it here, but SentinelOne had a good earnings report last night: * Total revenue of $242.2M (up 22%) * ARR of $1.0B (up 24%) * Gross margin of 75% (no change) * Operating margin of (-)33% (improvement of 700 basis points) The $1B of ARR with 1,513 customers of ARR > $100,000 is really what is the exciting. Their main product is Purple, EDR that is AI powered and competes with CRWD's Falcon. Purple benefits over Falcon is more lightweight install for smaller orgs.

Loan-Pickle

I remember a couple of years ago when the CEO said their goal was to be profitable within the year. Amazing to think they now have a billion in ARR are still running at a loss.

likwitsnake

Nobody is moving away from Snowflake. Over 11k customers, over $1b in ARR.

Due-Sea4841

Buy COYY, NVYY, TSYY or this below: Why is everyone talking about Rezolve AI? The stock has been moving up fast. Their ARR is currently $70M and projected to reach $100M EOY. They're partnered with Microsoft, Google, and Tether. Crate&Barrel and Dunkin use's RZLV. Is this good ?!?

ImakeBADinvestmentsx

My thoughts on why $GOOGL most underrated business is not priced fairly - GCP/CLOUD. amazon had an early start with AWS. Then Azure expandend and the market was mainly between them 2. Then came $GOOGL. As $GOOGL things, they had the tech and slowly implemented TpU ( own chips) which meant they were almost 30-50% cheaper in Cloud then Azure/aws and thus catching up BIG. if you take away OpenAI revenues - $GOOGL catches up to $MSFT next year and wins every year after that. Just to think it a was a feild that didn't exist 5 years ago for $GOOGL. $55B+ RUN RATE AT 35% GROWTH + $120B BACKLOG ON AN ARR BASIS.

ImakeBADinvestmentsx

The rotation from Hardware to applied AI is happening. It's why Scam altman is losing and freaking out - because LLMs are getting cheaper and near zero with so many companies offering that shit. The next leg of winners = Gaming and image gen ( $googl wins) Cloud ( Hyper scalers) then robotics. Cloud is needed for EVERYTHING so will win big going forward. $GOOGL just invested ANOTHER $9B in PEN for data center for cloud - so you can imagine how much they will make next quarter. $120b+ backlog in revenue waiting for cloud and an ARR basis. Free money folks. doj also unlikely to break them up aswell !

dimethylhyperspace

ARR 20% above expectations

dimethylhyperspace

Just retook the 200 moving average on the ARR report. We should be good unless your holding short dated options

fredditf

$CRWD Q2'26 Earnings Highlights 🔹 Revenue: $1.17B (Est. $1.15B) 🟢; UP +21% YoY 🔹 Adj EPS: $0.93 (Est. $0.83) 🟢; UP +6% YoY 🔹 Net New ARR: $221M (record) Q3 Guidance: 🔹 Revenue: $1.208–1.218B (Est. $1.23B) 🔴 🔹 Adj EPS: $0.93–0.95 (Est. $0.91) 🟢 🔹 Non-GAAP Operating Income: $256–262M FY26 Guidance: 🔹 Revenue: $4.75–4.81B (Est. $4.80B) 🟡 🔹 Adj EPS: $3.60–3.72 🔹 Non-GAAP Operating Income: $1.00–1.04B Operational Metrics 🔹 Subscription Revenue: $1.10B; UP +20% YoY 🔹 Ending ARR: $4.66B; UP +20% YoY 🔹 Module Adoption: 48% (≥6 modules), 33% (≥7), 23% (≥8) 🔹 Over 1,000 Flex customers, 100+ re-flexes 🔹 Named Leader in multiple Gartner, IDC, and GigaOm reports Profitability & Cash Flow 🔹 Non-GAAP Operating Income: $255M; UP +6% YoY 🔹 Non-GAAP Net Income: $237M; UP +7% YoY 🔹 Operating Cash Flow: $333M (record) 🔹 Free Cash Flow: $284M (record) 🔹 Cash & Equivalents: $4.97B Strategic Updates 🔹 Announced intent to acquire Onum Technology to enhance Falcon Next-Gen SIEM with real-time telemetry pipeline 🔹 New AI-powered detection engine (CrowdStrike Signal) launched 🔹 Expanded Falcon Cloud Security with NVIDIA & AWS integrations CEO Commentary 🔸 “CrowdStrike delivered an exceptional Q2 with record ARR acceleration, highlighting our leadership in cybersecurity consolidation.” – George Kurtz, CEO CFO Commentary 🔸 “We exceeded expectations across all guided metrics, delivering record cash flow and free cash flow.” – Burt Podbere, CFO

Crazy_Donkies

Going out on a limb.  SNOW puts for earnings.  Databricks is AI centric and growing 50% and may already have higher ARR. SNOW growth is slowing but are adding AI features.  But have large customer base and may be profitable this year.  Not confident they will guide well.  This being said, they have beat earnings nearly every quarter.   Thoughts?

Daforce1

I know, the SpaceX offering was apparently at decent terms, I like Shield AI too, and I am looking at picking up some of that potentially among others. I am starting to look at earlier stage companies and even pre-seed but positive ARR firms, because the valuations are getting a little crazy for some of these high flying offerings.

dcur3

ARR puts UUUU calls

Still_Holding_Bags

I own this stock and I was honestly thinking about putting more into it. I mean... It can't go much lower, it's beat up. High short position and high ARR for a tiny little business

No_Aerie_2717

They have funding already. ARR growing faster than expected. Blackrock grew position hugely end of June. Vanguard, jane street also. Check Fintel. Partnership with Microsoft and Google. Multiple other mid big names from other sectors. There is huge volume increase for Sep 19 5$ Call option.

nuttreo

Earnings report tomorrow pre-market. Going from $0 to $70M ARR

shadrack57

This is exactly the kind of momentum play I've been watching for. Just checked NBIS on EPSMomentum after seeing this news and the signals are pretty wild. Revenue up 625% YoY is a great sign of momentum. The timing looks solid. They're not just riding a wave, they're building serious infrastructure with that $510M capex spend. The fact they raised guidance to $1B ARR shows management isn't just being optimistic, they're seeing real pipeline strength. I'm definitely keeping this on my radar because when you get this kind of fundamental momentum plus the AI narrative, it can run for months.

CharismaEnigmaArt

Bull vs. Bear Case Bull Case Sticky ARR subscription model. Best-in-class integration (cross-sell strategy working). Global demand for cyber protection remains strong. Low debt and huge institutional ownership = stability. Bear Case Valuation leaves little room for error. Insider selling could signal caution. Competition is intense and pricing pressure is possible. Sensitive to Fed rates (long-duration growth stock). --- 🎯 Key Levels & Trading Plan Entry Range: $175–185 (current consolidation). Resistance: $191 (50-day SMA), then $200. Support: $170 (recent low), strong support ~$160. Exit Target (Swing): $200–210 (short-term retest). Exit Target (Investment): $250–300 over 18–24 months if ARR continues strong. Stop Loss: Below $160 if support fails. --- 📌 My Score Squeezeability (short squeeze potential): 65/100 (short interest only 5.2%, not huge). Swing Trading: 80/100 (good volatility, strong catalysts, but resistance overhead). Long-Term Investing: 88/100 (cybersecurity secular growth story, though valuation risk is high). --- ✅ If you’re thinking gradual accumulation, your approach makes sense — scale in on dips, adjust as fundamentals or macro shifts. For monitoring: ARR growth, FCF margins, customer penetration, Fed rates, and competitive wins/losses will be the top indicators.

SophisticatedLogic

I can almost picture a Big Short 2 scene- Michael Scott is dancing with an AI stripper who tells him she is propped up by 10,000 GPU’s and needs $200 billion investment to show tits in next version, while the current ARR for the model is $20M/year. Yep. Its a bubble.

JediRebel79

BBAI because of their tech, cash on hand and debt reduction RZLV because of their tech, $100 million ARR and the contracts they already have

SophisticatedLogic

I can almost picture a Big Short 2 scene- Michael Scott is dancing with an AI stripper who tells him she is propped up by 10,000 GPU’s and needs $200 billion investment to show tits in next version, while the current ARR for the model is $20M/year. Yep. Its a bubble.

ericDXwow

With billion ARR they are gonna spend trillions. Good.

Common-Theory9572

With these stocks, there is first mover advantage due to the lead-times to come online. While there may be competition, the timelines are now set, the race is on. The differentiator with $NBIS is the vertical integration and their diverse holdings allowing multiple streams of capital. Agree on risk, but also the reward is there. If they continue to increase their ARR, I see this being above $100 through next earnings. They have backing from big players.

salty0waldo

Strong revenue growth last three quarters, forecasted FY non-GAAP operating income of $71-79M. 90% margins are insane. Was reading the investor presentation and it seems to me they function as a middle-man between consumers/SMBs and large financial institutions. I recall NerdWallet being for normal consumers, so their notes about SMBs (small and medium sized businesses) was off to me until I realized they acquired Fundera not too long ago, increasing their TAM by alot. Not sure how accurate it is, but they suggest they currently occupy $688M of a $36B addressable market of financial digital ad spending. Can't imagine that will ever be a shrinking market either. But, not sure if they are truly a SaaS company as they are financial advertising. I guess they go have ARR as service-side, but this seems more like TradeWeb-ish.

St3w1e0

Dogshit financial, possibly amongst the worst I've ever seen for SPACs and that is quite the result. Not to mention a $10m ARR AI startup is going to get eaten alive over the next few years.

iumba04

Trial closure mid 2026 but data not project to be public until 12/26. 3-4 months for internal planning and then FDA submission so no commercial activity likely until early 2028. Great DD YOLO4lyfe18. Runway projected 7.2 months after recent offerings so they will need raise. Given previous split in 2019, path of least resistance is another reverse split. Vivid spot on with conference activity. I think they are def looking for a buyer to avoid RS (considering some insider buying this year). I don't see any significant catalyst until end of 2026. Trying to figure out if I wait for RS and buy once price drops from split or load up slowly over he next couple of quarters. I've been crushed by RS before and it's not pleasant. Key drivers are MS progression endpoint , not ARR like every other MS drug but if they win on hepatotoxicity, this will gain traction quickly with Docs if teh get NDA approval.

LaMeraVergaSinPatas

CRWV massive miss and it’s taking the whole segment down. But NBIS is profitable, growing, and undervalued by projected ARR.

Mysterious-Win1545

Yeah, this company still being under radar. SPAC- anniversary & earnings closest catalyst's in my opinion. Company have said year 2025 is first year they started to generate revenue. Early June 2025 as you said they released 70M ARR & 100M ARR year end target. I do think they will informate around earnings with 120-150M ARR target at least by year end. In my opinion these are extremely great 1 year results! Partnerships with Google & Microsoft are extremely good way to boost exponential revenue growth. Looking forward to year 2025 end&beyond.

salty0waldo

Valuations to software stocks are tough. Plus cybersecurity products are sticky and really are driven with ARR. Not defending the valuation but out of all the crazy valuations cybersecurity at least deserves some form of premium. AI and analytics is all great until your first breach, but what do I know lol.

UnhappyEye1101

You guys need to know about what ER will likely be like. There will be 120-150M ARR by year end & other news.

Most-Inflation-1022

99.9% of AI companies are wrappers fueling around 85% of ARR for the big boys. Once the wrappers start massively failing due to market oversaturation and low ROI, big boys' valuations are coming down, and hard. Micro SaaS cant justify trillions in annual spend. The money is in data, hardware and infrastructure, not software.

Mobile_Elevator2164

I don't see it going down much further than $2.9 honestly. We have been sitting on some good news but this ER should show how massively the business has scaled since last time. From 0 to $70M+ ARR is insane. We might even hit profitability if $100M+ ARR eoy which looks like a possibility. Couple this with crypto payment platform linked with Tether, along with all the good news with stablecoins, it does look like we are aligned perfectly for the next few years.

Mobile_Elevator2164

ONDS - drone and wireless tech.. they are securing more contracts and their drones were featured in the latest govt presentation. AMPX - best small cap battery player currently. No debt, 1B production capacity, 93 customers (they got 43 customers just this quarter), recent Amazon partnership. Had a stellar Q2 earnings. RZLV - underdog AI stock. They recently secured $70M ARR and expected to reach profitability end of year with $100+ ARR. Currently at $3, with price target of $9. Lot of catalysts coming up CTM - this is the index fund of small caps for me. Low risk - low reward. Good leadership, though little old school, but they are doing everything right as a good company should. Expect 10%-20% yearly. BBAI - this is a controversial one. People call it meme stock and hype and what not. I mean do you really care if it makes you money? People shat on PLTR for a long time, and they were against it all the way from $20 to $200 now. I see BBAI doing something similar. I already made upwards of +25k profits from it.

Channy987

They anticipate to hit 1 billion ARR this year at 100 MW capacity. They plan to hit 1 GW next year. That’s a 10x in capacity, 10 times in ARR too? If so, then possibly a 10x in stock value.

geneman7

I hope so... hard to predict when, but the more I look at $path, the more I'm convicted this is a winner. Most of my gains (I'm very rich, all glory to God) have been from buying investments that were hated/misperceived by the market. I feel like this one has the same DNA. Peter Lynch back in the day bought Taco Bell at $7 after it fell from $14. The stock proceeded to drop to $1 per share. He held through until it was bought out by Pepsi at $40 per share. Lynch observed that Taco Bell had $0 debt and never closed stores, it's impossible to go bankrupt with $0 debt. $Path has 10,000+ customers, $1.59B in cash, $0 long term debt, 108% net retention, 12%ARR growth, have started to release agentic features and last reported 82% gross margin. $path is my taco bell.

UtredOfBruhBruhBruh

Vitalhub (VHI.TO). Healthcare software consolidator that I’ve done well with and plan to hold for at least another 5 years. I believe this will continue to outperform, another Descartes or mini-Constellation with a focus on healthcare regions with single-payer systems (UK, Canada, etc). They believe the revenue opportunity is 10B, and have about 90M CAD ARR after their last acquisition. Producing net income, big warchest, and they prudently raise capital as the share price increases (over 400% in the last two years). They also manage to do a decent amount of organic growth cross-selling solutions while continuing to acquire. Highly recommend a look!

AlejoV1553

RZLV, my PT is 4-5 with earnings, it's probably gonna take 3-4 weeks. If the overall market changes trend due to bad economic data it could go to shit (As it could everything else), but if that doesn't happen is medium risk with positive expected value IMO, right now in an uptrend channel, below 3 would be a nice buy. It's not a 300% pump bet IMO, but it's not ultra high risk and it could easily be a 10-30% gain in less than a month. Do your own DD about the company and decide bc there are some bad things like their negative operative income quarter after quarter and some positive like 70M ARR reported not long ago, remember to take profits xf.

Emertxe

GPU hour rate x utilization x capacity, plus holdings in their subsidiaries and investments, and cash on hand. Capacity sells out due to demand so adoption rate isn't a worry, only how much they can build out. I don't know a damn thing about technicals or momentum, I only looked at price multiple on ARR and whether or not the ARR guidance was bs or not when they first said it in Feb (it's been already proven to be accurate at this point). The rest is in the earnings calls, I'm not here to change whatever your opinion is. Pricing is undervalued because people tied valuation to Coreweave (significantly higher debt and not a fullstack solution, also reliant on hyperscaler deals), a sentiment that a smaller AI data center wouldn't compete (doesn't matter, sells out capacity), that they'd be reliant on a big deal (they said their base plan/guidance doesn't even include a hyperscaler or frontier ai lab deal for it to be true). General anti-AI hype, tariffs, and markets being at all time highs lead to less buy in then there should have been. Multiple on ARR at current price of 15.6b, given 1.1b ARR, is 14x. It's a premium but not unreasonable or unheard if, especially for a company that is growing 100% quarter over quarter with plans to continue the pace in the coming years. 14x is _only_ for this year too, not even accounting for next year and the year after revanue (lots of top AI company plans start coming into action in 2027, Nebius will continue to grow as long as that's true. Nebius has clear forecast given existing contracts and their statement of billions of revanue per year is not blowing smoke. Hope that answers your question.

Outside-Ad-8125

v0 is also really promising, but again it is just one tiny piece of an entire process. It’s easier for a company to integrate new features than it is to build a mature company around a new feature. That’s why you see companies like Windsurf trying so hard to be acquired. You can see it in all the emphasis on “fastest company to $100M ARR!” … they are trying to juice their own valuation for an exit because they know how hard it is to sustain and don’t have the patience to grind for 10 years or more.

DonaldPump1

$BTBT has been road-showing it's IPO of its AI infrastructure subsidiary, White Fiber (WYFI), \~20% of which it plans to spin off this week in a tax-free transaction. With ETH also being up today, this could provide huge upside with a successful IPO of White Fiber. $WYFI is a tech-enabled data center platform targeting private cloud and secure AI workloads. It's small, but post-IPO could be one of the cheapest and most overlooked AI infrastructure assets in the public markets. $NBIS, one of White Fiber's competitors, stock +12% pre-market, just raised ARR guidance this morning from $900M to $1.1B by end of 2025, implying 11x this year's sales at current price. Will $WYFI IPO perform multiples in this HOT IPO Market, coming at 9x forward EBIDTA and \~5x sales??? Will $BTBT ship rise with the incoming $WYFI tide???

Cozyteammate

Wow that's quite aggressive ARR raise

creemeeseason

NBIS Q2 Earnings: Revenue of $105.1M vs. $101.2M est. (+625% YoY and +106% QoQ) Adj. EBITDA of $(21M) vs. $(59.6M) est. Year-end ARR guidance RAISED to $900M-$1.1B - Core business achieves positive Adjusted EBITDA ahead of plan - In the process of securing more than 1 GW of power by the end of 2026

crankthehandle

OpenAI does not spend ten times what they make in revenue, more like 2-3 times. Amazon did not make any profit for the first 20 years. It's definitely a gamble, but if they hit their targeted 125bn in ARR in 2029 and their cost is below 100bn, it's a very very good business. We'll see.

kjk42791

Key Figma financials: • $821M trailing twelve months revenue (+46% YoY growth) • $44.9M net income in Q1 2025 (profitable) • 88.3% gross margins • 132% net dollar retention • 1,031 enterprise customers paying $100K+ ARR • $12.5B valuation (May 2024) • Preparing for IPO targeting $1.5B raise • Essentially debt-free Yes I used AI. I embrace the change.

pfc-anon

$FIG is very richly priced, almost every company that pairs a designer/agency with a software engineering team already uses this. This is the source of truth for design specs in most of tech. - There isn't more market to capture. - Their growth story is revolving around using AI agents to convert those designs directly to pages/screens, eliminating the need for engineers. - They make <1B in ARR, <$200M profits, 17% net profit margin. IMHO they have all the market captured and their AI story conveniently forgets that these designs can also be done by agents. I'm very tempted to short this, but the low float and speculation makes it very hard.

jelentoo

RZLV - Have a look, recent $50 million investment and $70m ARR, earnings in a few weeks.

jelentoo

With $50million share purchase $70mm ARR, earning this time could be a big turning point, I'm holding shares and option on this stock.

michael2334

I believe it’s a lack of coverage from larger firms. If they were on more people’s radar I feel like this would go flying. So much going for them with no debt & multiple diverse revenue streams. Give it time like PLTR and it’ll rocket, everyone will then jump on board. Might take a year or so while they ramp up the ARR, but once the growth drivers come to fruition it’ll be hard for wall street to ignore them

TheTechWick

Based on infra buildout I adjusted my valuation model upwards, 1bil ARR this year isn't a longshot and once they achieve 1GW 6bil ARR is plausible with reasonable utilization

gorilla_gambler

Seems you forgot about clickhouse: (analisis from GROK below) ClickHouse is a high-performance, open-source DBMS powering real-time analytics for AI and big data applications, with a $6 billion valuation and strong growth prospects. Nebius benefits from its 28% stake (worth ~$1.68 billion) by using it as a capital source to fund its AI infrastructure expansion, capturing valuation upside, enhancing strategic credibility, and diversifying revenue potential. The stake’s monetization potential strengthens Nebius’s debt-free balance sheet, providing flexibility to scale its core business toward a $750 million–$1 billion ARR target by 2025. However, risks include market discounts, monetization timing, and ClickHouse’s competitive landscape. For investors, Nebius’s ClickHouse stake is a hidden asset that could drive significant upside, particularly if ClickHouse reaches a $10–20 billion valuation.

jelentoo

$70m ARR, $50m stock purchase by 2 funds through financial companies that have RZLV as overweight. From zero income to $70m recurring already. I think this earnings will reset the financial situation for the company, and will begin the new phase. Who are the 2 private investors at $50 million. If they were unimportant to the company there would be no need for privacy. Is it possible releasing their detail wolud impact the share price?

Western_Fly_7279

Not entirely, but acquisitions have definitely been a big part of UPLD’s strategy from the start. They’ve done a bunch of smaller SaaS deals, mostly in the $5–25M ARR range, to build up their portfolio. That said, they do still actively work on and develop their core platforms like RightAnswers and Panviva which actually seem to be gaining traction lately. Not entirely, but acquisitions have definitely been a big part of UPLD’s strategy from the start. They’ve done a bunch of smaller SaaS deals, mostly in the $5–25M ARR range, to build up their portfolio. That said, they do still actively work on and develop their core platforms like RightAnswers and Panviva — which actually seem to be gaining traction lately. Yeah, overall revenue’s been dropping for the third year in a row, but a big part of that is because they moved away from some lower-margin stuff, like their mobile messaging business. So the decline isn’t really coming from their main products, those seem to be holding steady or maybe even growing within what’s left.

Commercial_Deer_7114

Add to that list the death of SaaS, completely overblown statements. Lovable, a SaaS company, just became the fastest startup to reach 100mUSD in ARR competing against some heavy hitters like Microsoft and Google. Same way NVDIA gets an obituary every day, people dont understand that these companies make valuable stuff that doesnt just depreciate overnight. Google Search is apparently a dying business, when in reality it is the nr 1 advertising platform on the planet.

HorseTanker

Lovable hit $100M in ARR in under 8 months which is unreal. Someone vibe coded Lovable using Claude in 75 mins. Yep, there's a bubble.

AlfalfaSuitable5256

Fun article thanks. I think you'r competitive framework is not accurate. Nebius is a low cost flexible and beloved developer platform for small to medium sized businesses. This is not a winner takes all market. Nebius will continue to grow and dominate within it's market segment. And it's not just an infra company, it's a best in class AI development software company. So it's not just cost that differentiates it like you pointed out, but it's best in class software (just follow the customers). Mid single digit ARR in 2027 @ 10x/ARR makes it a \~30 billion dollar company. If you look past the technicals and the current bull market, it's actually still cheap IMO. And it's hardly limited to Europe, but is expanding in south East Asia and the middle East, not to mention the US.

HorseTanker

An AI website builder hit $100M ARR in 8 months. Must be fucking nice man

Phazem

Do you want ARR and CAGR OR NOT

ChainDelicious2453

821M Revenue (LTM) - 46% growth YOY, 91% gross margin • ⁠95% of Fortune 500 companies use Figma • ⁠10.5K paying customers with over 10K in ARR • ⁠\~ 552M shares outstanding (including RSUs, convertibles and warrants) At IPO price, they will be valued between $14.6B - $16.4B (and Adobe wanted them at $20B, yet they have had 46% growth YOY). genauso in wallstreetbets gefunden, hat der einfach von hier genommen übersetzt und veröffentlicht oder bin ich blöd?

Vaxtin

In 2023 Adobe attempted to acquire them for $20B but it fizzled out due to regulatory concerns. • ⁠$821M Revenue (LTM) - 46% growth YOY, 91% gross margin • ⁠95% of Fortune 500 companies use Figma • ⁠10.5K paying customers with over 10K in ARR • ⁠~ 552M shares outstanding (including RSUs, convertibles and warrants)

Upbeat_Procedure8213

Where we see this one going? They report ARR and it's gonna pop off

VC15NT

Depends on what your time horizon means by medium term. Lots of potential headwinds with EU and semiconductor tariffs in the mix. We need to see updates regarding their NJ data center buildout which should be operational by the end of July (but not at full capacity yet) and thus allow management to show a significant increase in their current ARR for the earnings call. Clickhouse/Toloka doing extremely well and wishful thinking (hopium) would be to hear AVRide news soon - valuation update/expanded Uber collab. Will be volatile but I am long the stock. Not trying to trade around it too much as I see it swings +10-20% on a good day.

Anxious_Gear9888

ARR is 750m-1bn. Insane growth. 50% of my portfolio is RKLB and 40% is Nbis.

Mr_Downtown17

I threw in $1500 today. I sold off some RKLB so got some money to gamble with. It’s a huge risk, but some of their partnerships and 100M ARR I think warrant some shares.

Poikerna22

You've heard news about revenue 70M ARR? 100M ARR full year target & over 70M done now for sure

BrizzleT

I saw this a month ago and really liked it so loaded up. It’s a solid tech which is solving a legit problem in retail conversations. It’s growing rapidly with mega partnerships and subscriptions BUT there are still risks. It’s still not profitable until $90m ARR (but that should be soon) and they also have very little cash in the bank so will almost certainly need to raise money, possibly by share dilution. But overall risk/ reward looks great could be 5x over next 12 months easy and possibly much more. It’s a rare AI stock yet to take off so I’m adding more as we go

xiongchiamiov

> With the rise of AI coding agents like Claude Code, Cursor, etc. I believe there is huge potential for dev tools to grow their TAM. This is already starting to show, for example, DDOG reported that 8.5% of its Q1 2025 ARR comes from AI-native companies versus just 3% a year ago. My interpretation of this data is that a lot of VC money is flowing into AI companies, thus increasing their number but also importantly making them the latest group to not care that Datadog is extremely expensive. It's someone else's money after all and it seems to keep coming. In order for that to indicate tooling companies are going to grow, you'd need to show that this is net growth, rather than simply VC shifting from one trending topic to another. Before AI was blockchain. Before blockchain it was machine learning. Before that, what was it, social media, web 2.0 before that? I forget, I wasn't as in tune with startup funding back then, but since the 90s at least there's always been some hot buzz that was a lot easier to get money for if it was in your pitch deck.

Adventurous-Ad9755

I can’t wait for earning . If they report ARR growth this will go parabolical

Appropriate-Grisham

Less meme but more substance: $RBRK. 38% YOY growth at $1.2bn run rate. Super strong GTM team that is measured on process vs outcome (aka no slacking off). Gartner leading solution that is an absolute must have. If they get to $2.5bn ARR over the next 3 years this is a solid 2-3x play at a much lower risk than some of the other stocks touted here.