Big-ticket acquisitions can widen the moat fast. They can also turn a clean SaaS story into an integration slog.
A long-awaited SUV opens the door to real demand, but execution and cash discipline decide whether this becomes a turnaround or just another reset.
If the core button stays relevant and the banking push improves margins, this could be a huge discount play.
Monster backlog, jumbo bond deals, and a share price that just took a 37% round trip. This is what happens when the market loves your AI story and then suddenly remembers the bill.