Ajmal Hussain

Ajmal Hussain

Software & Internet Analyst

Software and internet analyst focused on SaaS, platform businesses, and AI application layers. Former growth analyst with experience in ARR modeling, churn/NRR analysis, and competitive positioning. Writes with a product-first lens: why users adopt, why they stay, and what drives pricing power.

Articles 743

Jan 23, 2026 Trade Ideas

Pick Up LRN on Stabilizing Tech Metrics — A Tactical Long with Defined Risk/Reward

Operational fixes and improving cash flow create a short-to-medium term asymmetric trade after the drawdown

Stride (LRN) has been punished for platform failures and a cluster of lawsuits, but underlying profitability, a strong liquidity position and improvin...

Trade Idea Long
Jan 23, 2026 Finance

Columbia Banking System Exceeds Q4 Earnings Estimates, Prompting Analyst Price Target Increases

Strong financial results and strategic operational plans position Columbia Banking System for sustained growth and shareholder value enhancement

Columbia Banking System Inc. delivered fourth quarter earnings that surpassed analyst expectations, with earnings per share and revenue both coming in...

Calls Emerge Within German Soccer to Debate 2026 World Cup Boycott Citing U.S. Political Actions
Jan 23, 2026 News & Politics

Calls Emerge Within German Soccer to Debate 2026 World Cup Boycott Citing U.S. Political Actions

Official from Germany's Bundesliga club St. Pauli urges reconsideration of Germany's participation amid geopolitical tensions with the U.S.

Oke Göttlich, a vice president of the German Football Association and president of Bundesliga club St. Pauli, has advocated for a conversation about ...

Jan 23, 2026 Finance

Procter & Gamble's Q2 Results Prompt Analyst Upgrades Amid Mixed Financial Performance

Company Posts Stronger-Than-Expected Earnings Per Share While Sales Fall Short; Analyst Target Prices Adjusted Upwards

Procter & Gamble Company released its second-quarter financial results showing adjusted earnings per share surpassing analyst expectations, despite qu...

Jan 23, 2026 Trade Ideas

Short LEU: The Hidden SWU Pricing Risk Built Into Centrus' Balance Sheet

Inventory, leverage and big financing flows make Centrus vulnerable if separative work unit (SWU) pricing or contract timing slips.

Centrus (LEU) looks richly priced for a company with a suddenly larger debt load, volatile quarter-to-quarter LEU results, and inventory exposed to SW...

Trade Idea Short
Jan 23, 2026 Trade Ideas

Pfizer - Position for an Earnings Surprise; Buy the Dip Into Q1

Q1 preview: improving quarter-to-quarter trends and a chunky dividend make a tactical long into results — defined entry, stop and two upside targets.

Pfizer has shown sequential revenue and EPS acceleration across the first three quarters of fiscal 2025 and meaningful operating cash flow. With the s...

Trade Idea Long
Jan 23, 2026 Finance

Diverging Western Strategies Amid Iran's Deadly Unrest Heighten Energy Market Concerns

Intensifying Iranian protests deepen US-EU policy rifts as global oil supplies face potential disruptions

The largest wave of anti-government demonstrations in Iran since 1979 has resulted in a severe crackdown, marking the deadliest unrest in decades. Thi...

Jan 23, 2026 Finance

Novartis Leverages US Manufacturing Expansion and Government Accord to Mitigate Tariff Risks

Swiss pharmaceutical giant fortifies domestic presence and pricing alignment to shield against looming trade tariffs

Novartis AG is proactively reinforcing its position in the US market through significant investment in local manufacturing and a strategic agreement w...

Jan 23, 2026 Finance

Mixed Movements in US Markets as Dow Declines Over 200 Points, Notable Stock Surges Amid Tech and Energy Dynamics

US equity markets display divergent trends with strong gains in select tech and energy sectors while the Dow experiences a pronounced pullback

On Friday, benchmark US stock indices showed mixed performance with the Dow Jones Industrial Average declining over 200 points despite gains in the NA...

Paris Fashion Week Highlights a Turn to Statement Outerwear and Refined Tailoring
Jan 23, 2026 News & Politics

Paris Fashion Week Highlights a Turn to Statement Outerwear and Refined Tailoring

Menswear during Paris Fashion Week asserts authority through enlarged shoulders, protective design, and functional luxury

Paris Menswear Fashion Week emphasizes a new sartorial authority characterized by bold statement coats, exaggerated shoulders, and precise tailoring. ...