ARMOUR Residential REIT I... (ARR)

CyberArk's subscription revenues surge 66% in Q2 2025, fueled by customer migration, upsells, and multi-solution adoption.

Most of the focus is going to be on preferred shares, but we're also talking baby bonds and one common share. Some investors want upside if rates fall. Others want yield or greater security. One manag...

Nebius' Q2 ARR surged to $430 million, exceeding the $372–$403 million forecast and marking 39% sequential growth. Reported revenue of $105.1 million rose 106% quarter-over-quarter and 625% year-over-...

Nebius delivered strong Q2 results, nearly doubling revenues and achieving breakeven adjusted EBITDA ahead of expectations, prompting management to raise ARR targets to ~$1B. Shares surged 33% after e...

NBIS raises 2025 ARR target to $1.1B after Q2 revenue surges 625% on soaring AI infrastructure demand.

Armour Residential's Q2 2025 book value decline and core earnings underperformance were largely as expected, but results lagged stronger agency mREIT peers. Minor book value underperformance and disap...

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was...

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced its unaudited financial results for the second quarter ended June 30, 2025. “Nebius i...

I maintain my buy rating on Varonis Systems, as strong ARR growth and SaaS transition progress signal robust underlying fundamentals and future upside. SaaS ARR now comprises 69% of total ARR, with th...

ARR offers a tempting 17% yield, but persistent book value erosion and a history of dividend cuts make me cautious. The hedging strategy supports current payouts, yet high leverage and rate/spread sen...