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Mobileye's (NASDAQ:MBLY) Founder Steps Back After 27 Years, and a US$3.8bn Write-Down Still Hangs Over the Shares

Mobileye Global Inc. (NASDAQ:MBLY) disclosed in a Form 8-K that Prof. Amnon Shashua, its co-founder, president and chief executive, had told the board five days earlier that he intends to step down. A search for a successor is under way, Shashua will be offered …

Vinay Lochav | 03 August 2026

Paycom (NYSE:PAYC) Is Automating Away Some of Its Own Revenue, and It Borrowed US$675m to Buy Back Its Shares

Paycom Software (NYSE:PAYC) trades with no company announcement to explain the fall. Its most recent filing with the Securities and Exchange Commission was an 8-K on 9 July disclosing two board appointments, and second-quarter results are due after the close on 5 August.

Vinay Lochav | 03 August 2026

Paycom (NYSE:PAYC) Is Automating Away Some of Its Own Revenue, and It Borrowed US$675m to Buy Back Its Shares

Paycom Software (NYSE:PAYC) trades with no company announcement to explain the fall. Its most recent filing with the Securities and Exchange Commission was an 8-K on 9 July disclosing two board appointments, and second-quarter results are due after the close on 5 August.

Vinay Lochav | 03 August 2026

Phreesia (NYSE:PHR) Is Finally Profitable, So Why Have Its Shares Lost Two-Thirds of Their Value?

Phreesia (NYSE:PHR) trades roughly two-thirds below the US$32.76 high reached within the past 52 weeks, an odd price for a company that has just swung to an annual profit and posted a quarter in which adjusted earnings grew 46%.

Vinay Lochav | 03 August 2026

Figma (NYSE:FIG) Turned the Design Canvas Into an AI Software Factory, Growth Accelerated to 46%, and the Stock Still Trades Below Its IPO Price

Figma trades a day short of the first anniversary of its New York Stock Exchange debut. The shares were priced at US$33.00 in the July 2025 float and have since traded as high as US$142.92, leaving the quote about 28% below the offer price …

Vinay Lochav | 03 August 2026

FTC Solar's (NASDAQ:FTCI) Order Book Is Growing Faster Than Its Cash, Can the Tracker Maker Fund Its Own Turnaround?

FTC Solar (NASDAQ:FTCI) reports second-quarter results carrying a sharp contradiction. Contracted backlog reached roughly US$543m, the largest the company has disclosed. Cash on the same date was US$5.6m.

Vinay Lochav | 03 August 2026

Insight Enterprises (NASDAQ:NSIT): Flat Sales, Surging Gross Profit: The Accounting Shift Behind Insight Enterprises' Re-Rating

Insight Enterprises (NASDAQ:NSIT). That values the Arizona-based technology solutions integrator at roughly US$3.9bn on the 30.2 million shares outstanding. The shares have roughly doubled from a 52-week low of US$63.62.

Vinay Lochav | 03 August 2026

Jack Henry's (NASDAQ:JKHY) Biggest Core Win Ever and a Google Cloud AI Security Pact, But the Full-Year Numbers Do Not Land Until 18 August

Jack Henry & Associates trades roughly a fifth below its 52-week high of US$193.39. No company announcement accompanied the fall: its most recent filing with the Securities and Exchange Commission was an 8-K on a change of board chair.

Vinay Lochav | 03 August 2026

MediaAlpha's (NYSE:MAX) Insurance-Advertising Boom Delivers a Record Quarter, but Its Own Guidance Says the Pace Slows From Here

MediaAlpha, Inc. (NYSE:MAX) reported second-quarter results that were, on the face of it, its best ever: revenue of US$316.9 million, up 26% year on year, and net income of US$41.8 million against a US$22.5 million loss a year earlier.

Vinay Lochav | 03 August 2026

N-able's (NYSE:NABL) Shares Have Nearly Halved in a Year, Can a Debt-Funded Push Into Managed Cybersecurity Turn It Around?

N-able (NYSE:NABL) trades about 46 per cent over twelve months. The twelve-month range is US$2.92 to US$9.04, a severe de-rating for a business that still grows and still generates cash.

Vinay Lochav | 03 August 2026
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