Paycom (PAYC) automation margin expansion analysis: the Q2 2026 beat and $1B adjusted EBITDA guide reframe a de-rated SaaS compounder as a Buy.
Shopify Q1 2026 analysis: B GMV milestone, 34% revenue growth, and 13x AI order surge. Why the 8.7% post-earnings dip creates a compelling buy opportunity for this wide-moat e-commerce leader.
ServiceNow stock analysis: Down 43% YTD, NOW trades at 7.3x EV/Revenue—52% below historical median—creating a generational entry point for the dominant enterprise workflow platform with 77.5% gross margins and .6B FCF.
