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Rubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversi
CrowdStrike is a premium cybersecurity platform with strong ARR and cash-flow evidence, but the sharper risk is valuation-liquidity sensitivity around catalysts, not a proven hidden lock-up squeeze.
BigBear.ai's Q1 2026 backlog and gross margin improved, but the deep dive keeps the proof gate on revenue conversion, adjusted EBITDA, and operating cash flow.
ADTRAN's fiber and optical-networking rebound is finally visible in official numbers, but the next decision point is whether gross margin, cash conversion, debt, and Adtran Networks obligations let common shareholders keep the upside.
ADT has a 6.1 million-subscriber monitoring base, $359 million of recurring monthly revenue, and real cash generation, but the stock story now depends on whether ADT+, Origin AI, and smart-home intelligence can improve growth without stretching payback or leve