Technology
Firan Technology 在业绩发布次日跳涨26%
Firan Technology Group 在2026年10月7日多伦多收盘后发布的公告中，报告第三季度收入6,410万加元、毛利率42.9%、新接订单9,020万加元。次日股价收于C$32.11，上涨26.4%，成交366,498股，而平均成交量为79,402股。公司把毛利率走阔的一部分归因于加急交付的短期价格溢价。
作者 Priya Sandhu6 min 阅读FTG.TO
Technology
Software, semiconductors and Canadian technology listings.
Technology — latest
Technology
Volatus 首批北约无人机交付，比原计划晚了半年
Volatus Aerospace（TSX: FLT）2026年10月7日公告称，已完成一份与某未具名北约伙伴签订的 ISR 培训系统合同下、约450万加元首期所含飞行器的交付，且客户已开始行使这份总额最高900万加元合同的第二期。公司自己的第2季度业绩公告解释了这批交付为何没能更早完成，以及收入为何也还没有体现出来。
作者 Priya Sandhu7 min 阅读FLT.TO
Technology
Light AI 为何停止其唯一产品 QuickScan Strep A 的研发工作
Light AI Inc.（Cboe Canada: ALGO）于2026年10月5日收于C$0.04，下跌72.4%。此前公司在10月2日周五美东时间20:34告知市场，其唯一产品的支持证据存在缺口，将不再推进向美国食品药品管理局提交申请。已发行股份数量没有变化，因此此次下跌是价值损失，而非股份合并。8月获得的加拿大卫生部许可仍然有效。
作者 Élise Galarneau8 min 阅读ALGO.NEO
Technology
Dye & Durham 2026财年业绩公布当日股价上涨144%
Dye & Durham 于2026年9月29日盘前公布2026财年业绩：收入41,070万加元，调整后EBITDA为19,880万加元，净亏损3,850万加元，第一顺位净杠杆率为5.17倍。股价收于C$1.16，上涨144.2%。公告未包含2027财年业绩指引，未提及再融资，也未提及资产出售。
作者 Priya Sandhu5 min 阅读DND.TO
Technology
Volatus Aerospace's Defence Contract Commits Canada to 100 Drones, Not 5,000
Volatus Aerospace Inc. announced on September 10, 2026 a five-year Canadian defence contract for tactical ISR drones covering up to 5,000 systems. The committed portion is 100 systems. The remaining 4,900 are options exercisable at Canada's sole discretion, and the company states plainly that they are not purchases, backlog or revenue. At a stated maximum of C$5,000 per system, the entire ceiling is C$25 million over five years.
作者 Priya Sandhu8 min 阅读FLT.TO
Technology
Record LNG Volumes and a 30 Per Cent Drop in Total Contracts: Abaxx Fell 17.1 Per Cent on Its Own News
Abaxx Technologies closed at C$18.04 on September 9, 2026, down 17.1 per cent on roughly 1.2 times its thirty-day average volume, the day it published a release headed by record August LNG futures volumes. The body of that release put total August volume at 377,949 contracts against July's record 543,100. The August 17 quarterly filing shows why the distinction matters: transaction and clearing fees of C$4,496,409 in the second quarter against liquidity credits of C$4,494,753.
作者 Priya Sandhu7 min 阅读ABXX.TO
Technologyaerospace & defence
Volatus Aerospace Wins a Seat in Canada's Defence Drone Marketplace. The Harder Part Is Conversion
Volatus Aerospace (TSX: FLT) has been qualified as a supplier under the Department of National Defence's Defence Drone Initiative Marketplace, effective August 24, 2026 and running to July 31, 2031. The award carries no committed dollar value. Its worth depends entirely on whether pre-qualification converts into task authorizations before the company's C$59.2 million cash position is absorbed by an autonomy and manufacturing build-out that is still EBITDA-negative.
作者 Priya Sandhu6 min 阅读FLT.TO
Technology
Shopify's Take Rate, Decomposed
Shopify's revenue growth is usually explained by GMV growth. The larger part of the story is take rate — and take rate is a mix outcome, with very different margins behind each component.
作者 Hannah Kuan3 min 阅读SHOP
Technology
Constellation Software: Dissecting Return on Invested Capital in a Serial Acquirer
Constellation is the most admired capital allocator on the TSX. Verifying the thesis requires reading past the headline organic growth number to the relationship between capital deployed, maintenance revenue retention and free cash flow available to shareholders.
作者 Hannah Kuan4 min 阅读CSU
Technologysoftware
Canadian Technology Stocks for Long-Term Investors
A look at the Canadian technology sector, its flagship companies, and the metrics that matter for long-term investors.
TechnologySoftware
Open Text and the Debt-Funded Acquisition Problem
Open Text has grown by acquiring mature enterprise software with debt, a model that works only if acquired revenue holds up and integration stays on schedule. This piece examines where that strategy strains, and why leverage and cloud migration now matter more than the operating story.
作者 Priya Sandhu3 min 阅读OTEX
TechnologySoftware
Descartes Systems and the Case for Unglamorous Software
Logistics software is dull, sticky and priced accordingly. The switching costs are the moat.
作者 Priya Sandhu4 min 阅读DSG
TechnologySoftware
Constellation Software and the Serial Acquirer Playbook
The business is a capital-allocation machine that happens to own software companies. Return on invested capital is the whole story.
作者 Priya Sandhu3 min 阅读CSU
TechnologySoftware
Shopify's Take Rate Is the Number That Decides the Multiple
Gross merchandise volume growth is well understood. What moves the valuation now is how much of each dollar Shopify keeps.
作者 Priya Sandhu3 min 阅读SHOP