20 names are moving together; 30% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| GEN | Gen Digital Inc. | Technology | -0.3% | Group member |
| EFOR | Everforth, Inc. | Technology | -5.6% | Group member |
| RCI | Rogers Communication, Inc. | Communication Services | +0.2% | Group member |
| ZETA | Zeta Global Holdings Corp. | Technology | -1.9% | Group member |
| ESTC | Elastic N.V. | Technology | -2.9% | Group member |
| VIA | Via Transportation, Inc. | Technology | -2.1% | Group member |
| PLTR | Palantir Technologies Inc. | Technology | -1.8% | Group member |
| PTRN | Pattern Group Inc. - Series A | Technology | -1.6% | Group member |
| SAIL | SailPoint, Inc. | Technology | -7.7% | Group member |
| CNSP | CNS Pharmaceuticals, Inc. | Healthcare | -2.9% | Group member |
| IBM | International Business Machines | Technology | -2.6% | Group member |
| LVS | Las Vegas Sands Corp. | Consumer Cyclical | +0.5% | Group member |
| AMPL | Amplitude, Inc. | Technology | -2.3% | Group member |
| CHA | Chagee Holdings Limited | Consumer Cyclical | -0.1% | Group member |
| OSPN | OneSpan Inc. | Technology | -0.5% | Group member |
| TTWO | Take-Two Interactive Software, | Communication Services | -1.2% | Group member |
| CART | Maplebear Inc. | Consumer Cyclical | +0.2% | Group member |
| MGM | MGM Resorts International | Consumer Cyclical | +1.0% | Group member |
| RDVT | Red Violet, Inc. | Technology | +0.7% | Group member |
| S | SentinelOne, Inc. | Technology | -5.3% | Most structurally connected |
Cohort
20 namesParticipation
30% this sessionObserved history
1 daily buildsFiling coverage
18/20 membersproduct pipeline / R&D affecting expense
“Research and Development Three Months Ended April 30, Change 2026 2025 $ % (dollars in thousands) Research and development expenses $ 95,770 $ 72,253 $ 23,517 33 % Research and development expenses increased by $23.5 million primarily due to an increase in personnel-related expenses of $19.4 million as a result of increased headcount.”
S 10-Q
restructuring affecting expense
“GAAP, is provided below: Year Ended January 31, 2026 2025 2024 (in thousands) GAAP operating loss $ (321,309) $ (329,359) $ (378,416) Stock-based compensation expense 297,587 267,531 216,870 Employer payroll tax on employee stock transactions 5,975 5,681 3,429 Amortization of acquired intangible assets 32,301 27,020 28,363 Acquisition-related compensation 7,225 3,706 3,043 Inventory write-offs due to restructuring — — 720 Other restructuring charges 12,843 — 7,766 Non-GAAP operating income (loss) $ 34,622 $ (25,421) $ (118,225) Annualized Recurring Revenue We believe that ARR is a key operating metric to measure our business because it is driven by our ability to acquire new subscription, consumption, and usage-based customers, and to maintain and expand our relationship with existing customers.”
S 10-K
credit / rates affecting interest expense
“This decrease was partially offset by the non-recurrence of a $4.7 million discrete tax benefit from the release of a valuation allowance on Israeli deferred tax assets recorded in the prior year, as well as $2.6 million of interest expense recognized in the current period on the ITA liability pursuant to the final settlement agreement reached in fiscal 2026.”
S 10-Q
Digital Marketing Technology can stay leader-led if CNSP and the next software names fail to join while S keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.