Armour Residential REIT Inc. (ARR)
Cellebrite: Solid Setup Going Into Next Year
Cellebrite remains a "Buy" as federal demand rebounds and platform adoption accelerates, supporting a strong long-term growth outlook. The federal segment returned to year-over-year growth in Q3, removing the primary bear case and confirming demand was delayed, not lost. Inseyets migration and rapid cloud/SaaS ARR growth—Guardian cloud ARR up >100% for five quarters—position CLBT for outsized ARR acceleration into 2026.
Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge
Nebius Group (NYSE:NBIS) is nearing EBITDA profitability, driven by rapid ARR growth and AI hyperscaler contracts. NBIS targets 2025 ARR of $900M–$1.1B and 2026 ARR of $7B–$9B, reflecting hyperscaler deal momentum. Valuation models indicate 61%–159% upside, but significant CapEx, dilution, and leverage risks require close monitoring.
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Palo Alto Networks' SASE ARR Tops $1.3B: Can the Momentum Continue?
PANW's SASE ARR jumps 34% year over year, surpassing $1.3B, fueled by major wins and rising secure browser demand.
Nebius: Major ARR Uplift, Path To Profitability, Strong Buy
Nebius delivered 355% Y/Y revenue growth in Q3, driven by surging AI infrastructure demand. The AI computing platform is set for a massive ARR uplift, with guidance of $7-9B next year, outpacing rivals like CoreWeave in the GPU-as-a-Service market. New hyperscaler GPU deals, growing adoption of new inference platforms, and next year's Vera Rubin GPU platform from Nvidia pose catalysts for growth.
Can Nebius Reach its 2026 ARR Target Amid Soaring AI Demand?
NBIS targets rapid AI cloud expansion with bold ARR goals, major tech partnerships and rising capacity as it navigates heavy capex and macro risks.
Nebius Stock Powers Up Ahead Of Key Q3 Test
Nebius has surged 140% in three months, driven by its unique position as a vertically integrated AI infrastructure provider. NBIS boasts a robust Microsoft partnership, deep Nvidia integration, and industry-leading efficiency, supporting a strong moat and rapid ARR growth. Q3 earnings are key, with investors watching utilization, ARR guidance, and enterprise client traction to justify NBIS's premium valuation.
Armour Residential REIT: Q3 2025 Earnings Confirm Bullish Outlook
ARMOUR Residential REIT is an mREIT focused on agency securities. The company is aggressive in issuing new shares and growing its absolute securities portfolio. While this has marginally reduced non-GAAP earnings per share, it has improved coverage of preferred dividends.
ARMOUR Residential REIT, Inc. (ARR) Q3 2025 Earnings Call Transcript
ARMOUR Residential REIT, Inc. (NYSE:ARR ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Scott Ulm - CEO and Vice Chairman Gordon Harper - CFO & Secretary Sergey Losyev - Co-Chief Investment Officer Desmond Macauley - Co-Chief Investment Officer & Head of Risk Management Conference Call Participants Douglas Harter - UBS Investment Bank, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Timothy D'Agostino - B. Riley Securities, Inc., Research Division Eric Hagen - BTIG, LLC, Research Division Presentation Operator Good day, and welcome to the ARMOUR Residential REIT Third Quarter 2025 Earnings Conference Call.
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New Strong Sell Stocks for September 19th
ASRT, CE and ARR have been added to the Zacks Rank #5 (Strong Sell) List on September 19, 2025.
Clearwater Analytics Holdings: Near-Term Uncertainties Still Make Me Cautious
Clearwater Analytics Holdings delivered strong revenue growth, early synergy capture, and validated its front-to-back strategy, with major customer wins and a key Bloomberg partnership. Despite exceeding integration targets and achieving record profitability, core ARR growth decelerated and debt levels surged post-Enfusion acquisition. Elevated debt and slowing ARR growth weigh on financial flexibility and risk/reward, justifying a continued hold rating despite long-term potential.
