MarketPulse

data moat

2 articles
BenzingaBenzinga··Lekha Gupta

JPMorgan Backs Zillow's Moat Against AI Disruption, Eyes $84 Price Target

JPMorgan reiterates Overweight on $ZG, citing durable software and data advantages. Zillow plans $1.25B buyback, projects 15% revenue growth in 2026.
ZZGrevenue growthAI disruption
Investing.comInvesting.com··Jeffrey Neal Johnson

Samsara Surges 18% as Profitable Growth Trumps Speculative Tech Narratives

Samsara stock jumped 18% after Q4 earnings showed $444.3M revenue, $1.89B ARR, and sustained GAAP profitability, signaling market shift toward fundamentals.
WFCWFCpAWFCpCWFCpDWFCpL+3earningsprofitability