GTM
Market read
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GTM's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Capital Expenditures Three Months Ended March 31, $ Change % Change (in millions) 2026 2025 Capital expenditures $ (24.1) $ (14.8) $ 9.3 63 % The increase was primarily due to higher capitalization of internal use developed software and incremental spend rela…”10-Q · May 11, 2026 ↗
“Three Months Ended March 31, $ Change % Change (in millions) 2026 2025 Adjusted Net Income (Non-GAAP) $ 87.5 $ 81.9 $ 5.6 7 % The increase was primarily due to higher Adjusted Operating Income, partially offset by higher non-operating expenses such as interes…”10-Q · May 11, 2026 ↗
“30 Table of Contents Research and development Three Months Ended March 31, $ Change % Change (in millions) 2026 2025 Research and development $ 42.1 $ 51.1 $ 9.0 18 % Research and development, excluding equity-based compensation expense 35.0 42.5 7.5 18 % Res…”10-Q · May 11, 2026 ↗
“Income from operations Three Months Ended March 31, $ Change % Change (in millions) 2026 2025 Income from operations $ 57.9 $ 50.3 $ 7.6 15 % Operating income margin 19 % 16 % 31 Table of Contents Income from operations increased primarily due to higher reven…”10-Q · May 11, 2026 ↗
Valuation discipline
Price/sales 1.0× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GTM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for GTM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
GTM is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for GTM; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.