This IoT stock has face-planted this year, but earnings and revenue haven’t missed a beat. That disconnect could be your entry if you’re willing to lean into the reset.
Hidden Edge (Sponsored)
Let’s cut to the chase: You don’t need deep pockets to invest in tomorrow’s winners.
A new report uncovered 3 AI companies trading for less than $20 that are quietly dominating 3 trillion-dollar trends:
Voice-controlled AI
U.S. defense tech
Enterprise software
Why these stocks?
✅ Stock A: Supplies sound-recognition tech to Apple, Mercedes, and Disney+. Patents make it untouchable.
✅ Stock B: Backed by $200M+ in military contracts (hint: Trump’s new budget proposal could send this soaring).
✅ Stock C: Helps small businesses automate workflows—revenue up 142% last quarter alone.
This isn’t a gamble. It’s a calculated play.
Get all 3 AI stock names, tickers, and buy targets in this FREE report—no strings attached.
Futures at a Glance📈
Markets are tiptoeing into jobs Friday. Traders want weak-but-not-ugly payrolls: soft enough to lock in a Fed cut, not so soft that the “R” word starts trending.
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What to Watch
Premarket Earnings:
ABM Industries Inc. [ABM]
Imperial Petroleum Inc. [IMPP]
Aftermarket Earnings:
Children’s Place Inc. [PLCE]
Economic Reports:
U.S. employment report [Aug.]: 8:30 am
U.S. unemployment rate [Aug.]: 8:30 am
U.S. hourly wages [Aug.]: 8:30 am
Hourly wages (year over year): 8:30 am
Software
Braze Gets Its AI Groove Back 🎶
Braze (NASDAQ: BRZE) has been the kid in detention for most of 2025, down more than a third YTD, but suddenly it’s raising its hand again. Shares ripped higher premarket after management leaned into AI-driven customer engagement, with OfferFit integration acting like a campaign manager on autopilot.
Q2 revenue hit $180M (+21% y/y), including $2.8M from OfferFit, while organic sales grew to $177M. Customer counts jumped, too: +80 sequentially, +259 year-over-year, with big spenders ($500k+ ARR) up 27%. The kicker? Legacy vendors are being swapped out in favor of Braze, a sign that the platform is climbing up the food chain.
Why it Matters: In marketing tech, you either move budgets or get cut. Braze is showing it can drive engagement without armies of humans, which is exactly what leaner marketing teams want.
Quick Hits:
Strong beat on EPS, but quant models still flash “sell.”
Analysts call it a “strong buy,” banking on consolidation tailwinds.
Investor Takeaway: If you’re betting on AI-led SaaS consolidation, today’s pop might be chapter one of a comeback. Just know the Street is divided, and you’re either early to a turnaround or catching a falling knife.
Technology
Guidewire Levels Up in Insurance Nerd Land 🛡️
Guidewire (NYSE: GWRE) is usually the plumbing of the insurance world. Vital, but boring. Not this quarter. Q4 revenue jumped 22% to $356.6M, and EPS of $0.84 beat by more than 35%. Subscription revenue, the holy grail metric, grew +33%, pushing annual recurring revenue above $1B.
Even license sales, often stuck in neutral, ticked up, and services revenue rose 20%. It’s not flashy AI demos, but insurers signing long-term cloud deals is about as sticky as it gets. Wall Street noticed: shares jumped over 14% in premarket trading.
Why it Matters: Insurance is still running on 90s-era systems. Every time Guidewire replaces one, it’s like swapping out a fax machine for an iPhone. That’s a multi-year runway few sectors can match.
Quick Hits:
ARR crossed the billion-dollar milestone.
Margins still lean, but trending healthier as subs scale.
Analysts cautious near-term but admit demand looks durable.
Investor Takeaway: Not a meme rocket, but think of Guidewire as the Microsoft of underwriting software. If slow-and-steady compounders are your thing, this looks like one worth buying boredom on.
Options Edge (Sponsored)
Analysts are split on whether President Trump’s trade policies will spark a market meltdown or fuel long‑term strength.
Wall Street’s caught in a tug‑of‑war, driving volatility to new highs.
The IMF warns that rising tariffs will boost inflation without causing a recession, keeping investors on edge.
When the tariff pause sent stocks surging, savvy options traders banked big, proof that chaos can equal opportunity.
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Internet of Things
Samsara’s IoT Ride Isn’t Dead Yet 🚚
Samsara (NYSE: IOT) has been stuck in reverse this year, off 18% YTD, but yesterday’s Q2 report reminded investors why it became a darling in the first place. EPS of $0.12 smashed estimates, revenue climbed 30% to $391M, and management has now delivered four straight upside surprises.
But the story isn’t just about quarterly math. It’s about fleets, factories, and cities ditching clipboards for dashboards. Samsara’s pitch to turn every truck, warehouse, and sensor into a data node continues to attract new takers, even as macro clouds hover.
Why it Matters: When you’re digitizing the “dumb” corners of the economy, growth can last longer than Wall Street models assume. That’s the hidden tailwind here.
Quick Hits:
Revenue +30% y/y; four consecutive beats.
Shares still down ~20% YTD, despite sticky recurring growth.
Consensus rating = Hold, but bulls see IoT penetration just starting.
Investor Takeaway: It’s not an AI headline machine, but Samsara’s model has staying power. If you buy the “every fleet becomes a SaaS customer” thesis, today’s dip might be the reset worth leaning into.
Poll: If banks used mascots like sports teams, who wins?
Movers and Shakers
Lululemon Athletica [LULU]: Premarket Move: −19%
EPS beat, revenue miss, and the stock did a full faceplant. The brand still prints 59% gross margins and keeps adding stores, but Wall Street isn’t buying the “growth in China offsets U.S. drag” story this morning.
If you’ve been eyeing LULU for years but balked at a 30x multiple, welcome to discount yoga. The catch? Falling knives in spandex are still risky.
My Take: Valuation looks tempting, but sentiment is broken. If it can stabilize near $165–$170, worth a peek. Otherwise, let someone else namaste through the volatility.
Broadcom [AVGO]: Premarket Move: +11%
A $10B AI order and CEO Hock Tan signing on through 2030? That’s like LeBron announcing he’s sticking around for five more seasons. The Street’s treating it as a double win: revenue visibility + leadership certainty.
Momentum is running hot, and AVGO’s becoming the “other” trillion-dollar AI trade.
My Take: Trend is strong, and Tan’s presence is a green flag. I’d chase strength with stops tight, but don’t forget: parabolic moves always retrace.
DocuSign [DOCU]: Premarket Move: +7%
Another clean beat on both top and bottom lines, and DOCU’s trying to shake off a rough YTD chart. The story hasn’t changed much. Steady growth, reliable beats, but not exactly a “must own” in AI-fueled 2025.
Still, sometimes boring is good. A green move today might be more about rotation into laggards than a real rerate.
My Take: Good for a trade, maybe not a romance. If it can push through $85–$87 with volume, it’s playable. Otherwise, trim into pops and look for better setups.
Growth in Crisis (Sponsored)
Forget rate cuts. Forget AI. Forget the trade war.
The real money is moving into:
→ Utility – Powers 1 in 5 U.S. homes, trading under $20
→ Staples – 18 recession-proof brands, consistent dividend growth
→ Healthcare – Telehealth disruptor up 300% since 2021
These aren’t just safe havens—they’re growth rockets in disguise.
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Price targets
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Everything Else
Google’s CEO publicly thanked Trump for resolving antitrust headaches, proving even Big Tech knows how to butter up the boss.
OpenAI is cooking up an AI-powered jobs platform to rival LinkedIn, because robots apparently want to run HR too.
Boeing scrambles to use replacement workers as its defense unit strike drags on, a plotline that sounds ripped from a bad labor drama.
Gold is on track for its best week in three months, because investors love shiny things when jobs data looks shaky.
Ørsted wins approval for an emergency rights issue while Trump threatens its U.S. projects, making offshore wind look more like offshore roulette.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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