Conagra Targets 105% FCF Conversion Entering FY27 Conagra set a 105% free cash flow conversion target and reported ~60% Q1 materials coverage on Apr 1, 2026, raising cash-generation expectations for fiscal 2027.

Conagra Targets 105% FCF Conversion Entering FY27: Conagra set a 105% free cash flow conversion target and reported ~60% Q1 materials coverage on Apr 1, 2026, raising cash-generation expectations for fiscal 2027. 👈 Read full analysis #Conagra #FreeCashFlow #FinanceNews #Investment #StockMarket

Sprout Social FCF % QoQ:

• 2022–early 2023: low positive
• Late 2023: dips negative
• 2024–25: back to consistent positives

Still maturing.
Trend improving.

#SproutSocial #FreeCashFlow #SaaS

Workday FCF % QoQ:

• Early-year spikes: ~40–50%
• Rest of year: ~15–25%
• Pattern repeats annually

Strong cash flow.
Seasonal timing.

#Workday #FreeCashFlow

HubSpot FCF % QoQ:

• 2022–23: ~8–15%
• 2024–25: trends higher, peaks ~24%

No spikes.
Just steady improvement.

#Hubspot #FreeCashFlow #SaaS #Metrics

Figma FCF %:

• 2023: extreme volatility (incl. 700% spike)
• 2024: still uneven
• 2025: consistently positive (13–40%)

Ignore the outliers.
The trend is improving.

#Figma #FreeCashFlow #SaaS

Klarna FCF % QoQ:

• Huge swings: +181% → -53% → +30% → -61%
• 2025: +112% → -281%

Not stable cash flow.
Highly volatile, timing-driven.

#Klarna #FreeCashFlow #SaaS

Subsea 7 Swings to Net Cash and Posts $14 Billion Backlog as Saipem Merger Awaits Regulatory Green Light #Subsea7 posts a record $14bn backlog and swings to net cash as #freecashflow doubles to $1.2bn, while the transformative #Saipem merger awaits regulatory sign-off. #deepwater #offshorewind #projectcargo #maritime #energytransition

#Subsea7 posts a record $14bn backlog and swings to net cash as #freecashflow doubles to $1.2bn, while the transformative #Saipem merger awaits regulatory sign-off. #deepwater #offshorewind #projectcargo #maritime #energytransition

Atlassian FCF % QoQ:

• Early-year spikes: ~40–50%
• Later quarters: single digits/teens
• Pattern repeats annually

Seasonality, not inconsistency.

#Atlassian #FreeCashFlow #SaaS #Metrics

Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case Summary Apple delivered Q1 results above expectations, driven by strong iPhone and services growth, particularly in China. I raise my price target to $293.08, indicating 12% upside, with a more optimistic scenario at $324.05 (24% upside) based on FY27 earnings. AAPL expects Q2 sales growth of 13%-16%, with gross margins of 48%-49% and continued double-digit services growth. Despite product strategy concerns, robust financial execution, margin expansion, and strong cash flow support maintaining a buy rating. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Apple (NASDAQ:AAPL) has gained around 1% since my last report. While not impressive, the tech giant bucked the 2.8% decline of the broader markets, which I believe is driven by a stellar Q1 performance, a good outlook for More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case #Apple #FreeCashFlow #Investing #StockMarket #Finance

Klaviyo FCF % QoQ:

• 2022: mostly negative
• 2023: flips positive, 10–25%
• 2024–25: stabilises 15–25%

From early cash burn → consistent free cash flow.on - that’s a key maturity milestone for SaaS.

#Klaviyo #FreeCashFlow #SaaS #Metrics

MongoDB FCF % QoQ:

• 2022: volatile, mixed
• 2023: improving but inconsistent
• 2024–25: stronger, mostly positive

From uneven to increasingly durable.

#MongoDb #FreeCashFlow #SaaS

Bombardier Stock: A Buy As The Free Cash Flow Flywheel Accelerates (OTCMKTS:BDRAF) Bombardier’s turnaround is near complete: 2025 revenue +10%, EBITDA +15%, services growth and 8–21% upside. See here for more on BDRAF stock.

Revisiting: Bombardier: A Buy As The Free Cash Flow Flywheel Accelerates #Bombardier #StockMarket #Investing #FinancialNews #FreeCashFlow

Appian FCF % QoQ:

• 2022–23: deeply negative
• 2024: first positive quarters
• 2025: improving, but volatile

Not stable yet.
But clearly transitioning.

#Appian #FreeCashFlow #SaaS #Metrics

Bombardier Stock: A Buy As The Free Cash Flow Flywheel Accelerates (OTCMKTS:BDRAF) Bombardier’s turnaround is near complete: 2025 revenue +10%, EBITDA +15%, services growth and 8–21% upside. See here for more on BDRAF stock.

Bombardier: A Buy As The Free Cash Flow Flywheel Accelerates #Bombardier #Investing #StockMarket #Finance #FreeCashFlow

Applovin FCF % QoQ:

• 2022: negative → positive
• 2023: 20–40%
• 2024–25: climbs to 50–80%

That’s a profitability inflection few SaaS companies pull off.

#Applovin #FreeCashFlow #SaaS

Salesforce FCF % QoQ:

• Repeated 50–70% spikes early-year
• Mid-year dips to single digits/teens
• Pattern consistent across years

Seasonality + scale = serious cash power.

#Salesforce #FreeCashFlow #SaaS

Procore FCF % QoQ:

• 2022: mostly negative
• 2023: mixed, improving
• 2024–25: largely positive

That’s a real cash-flow transition.

#Procore #FreeCashFlow #SaaS

Snowflake FCF % QoQ:

• Q1/Q2 spikes to ~40%+
• Mid-year dips to single digits
• Pattern repeats annually

Seasonal cash flow, not structural risk.

#Snowflake #FreeCashFlow #SaaS

#CNS
#freecashflow

GitLab FCF QoQ:

• 2022: deeply negative
• 2023: stabilisation → first positive quarter
• 2024+: double-digit FCF, big spikes

That’s an operating model shift, not noise.

#Gitlab #SaaS #FreeCashFlow

Cloudflare FCF % QoQ:

• 2023–2025: 5–14%
• Consistent positive cash flow despite growth investments
• Shows disciplined scaling, not just spending

#Cloudflare #FreeCashFlow #SaaS

Box FCF QoQ:

• Mostly 20–35% since 2023
• One brief dip negative, followed by quick recovery
• Clear seasonal cash flow pattern

Not flashy.
Just consistently cash-generative.

#Box #FreeCashFlow #SaaS

Pegasystems FCF QoQ:

• 2023: positive but choppy (7–17%)
• 2024: step-change with a 54% spike
• 2025: repeat pattern - 43% peak, double-digit follow-through

This isn’t noise.
It’s operating leverage starting to compound.

#Pegasystems #FreeCashFlow #SaaS

DocuSign FCF margins are quietly impressive.

Mostly high-20s to mid-30s for nearly 3 years.
Some noise. No cracks. Just durable cash generation.

#DocuSign #FCF #FreeCashFlow #SaaS

Rubrik’s FCF margin trend is the real signal here.

2023: heavy burn
2024: volatile, still tuning the model
2025: decisively positive and holding

29% → 12% → 19% → 22%

The slope and consistency matter more than any single quarter.

#Rubrik #FreeCashFlow #SaaS

📊 credibility improves.

#Boeing #BA #Aerospace #737MAX #777X #FreeCashFlow #Earnings #Backlog #Deliveries #IndustrialStocks (10/10)

📊 the narrative.

#ABNB #Earnings #Buybacks #MarketUpdate #Valuation #FreeCashFlow #Travel (10/10)

SaaS companies have flipped from burn to build.

Free cash flow margins are up 57% YoY (14% → 22%), with names like Figma, Box & Appian swinging from negative to positive.

Full breakdown in The SaaS Report Ep. 30 → https://youtu.be/Y4Jd6o-AGPQ

#FreeCashFlow #SaaS

📊 #TechnicalAnalysis #Bullish #Markets #Investing #Equities #TransportTech

#UBER #Earnings #Buyback #AI #Autonomy #NVIDIA #Mobility #Delivery #Freight #FreeCashFlow #Options #TechnicalAnalysis #Bullish #Markets #Investing #Equities #TransportTech (10/10)

📊 intact.

#UBER #Earnings #Buyback #AI #Autonomy #NVIDIA #Mobility #Delivery #Freight #FreeCashFlow #Options (9/10)