Buy
1
Hold
0
Sell
0
Watch
1
Mentions Over Time
last 3 months Buy Sell Hold Watch|Prediction trendFactual trend
Predictions and Factualities (2)
watchcurrentAug 11, 2026Confidence: 50%
Mentioned in Akre's letter as implementing AI everywhere; positive context but no direct host recommendation.
Horizon: medium term
buynowMay 26, 2026Confidence: 65%
Akre increased position. Stock is back to COVID lows but the company is still a viable software business. Now 7% of their portfolio, showing conviction. Stock has decelerated but is not dead.
Horizon: medium term
