Core Insights - The partnership between OnePack Plan by PetPartners and Alight, Inc. aims to provide affordable, payroll-deductible pet insurance to employees, addressing the increasing demand for pet-friendly workplace benefits [1][2] Group 1: Partnership Overview - OnePack Plan by PetPartners and Alight, Inc. have formed a partnership to facilitate easy access to pet insurance for Alight's clients, enhancing the employee benefits package [1][3] - The integration of OnePack Plan into Alight's enrollment system allows for a seamless experience for employers and employees [3][7] Group 2: Market Demand and Workforce Trends - With 71% of U.S. households owning pets, pet insurance is becoming an essential workplace benefit, particularly as Gen Z enters the workforce with a preference for pet-friendly policies [2][4] - Research indicates that 78% of HR professionals view pet insurance as a significant benefit, with 82% believing it aids in recruiting and retaining talent [7] Group 3: Employee Benefits and Wellbeing - The survey conducted by OnePack Plan and the Human Animal Bond Research Institute (HABRI) shows a disconnect in discussions about pet benefits in the workplace, despite recognition of their health benefits [4] - 96% of HR professionals have experienced improved health from pet ownership, and 82% have observed mental health benefits among employees [7]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned to profit from the surge in electricity demand driven by AI data centers [3][6] Market Position - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It has a unique footprint in nuclear energy, which is considered vital for America's future power strategy [7][14] Financial Health - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9][10] Market Sentiment - There is a growing interest from Wall Street in this company, as it is seen as undervalued and capable of delivering real cash flows while being tied to critical infrastructure [8][10] - The company is trading at less than 7 times earnings, making it an attractive investment opportunity in the context of AI and energy [10][12]

The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...

The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...

Core Viewpoint - Alight, Inc. (NYSE:ALIT) remains a favorable investment option despite recent leadership changes, with analysts maintaining positive ratings and price targets varying from $3.5 to $6 [1][2][5] Group 1: Analyst Ratings and Price Targets - Needham reiterated its Buy rating on Alight, Inc. but lowered its price target from $4.5 to $3.5 [1] - DA Davidson also maintained a Buy rating with a price target of $6, indicating confidence in the company's future despite the CFO's departure [2][5] Group 2: Leadership Changes - Alight, Inc. announced the departure of its CFO, Jeremy Heaton, who is leaving for an opportunity outside the benefits administration industry [2] - Greg Giometti, the Senior Vice President and Head of Financial Planning and Analysis, has been appointed as the Interim CFO, effective January 9 [3][4] Group 3: Company Overview and Market Position - Alight, Inc. is recognized as a leading cloud-based human capital technology and services provider, with its Alight Worklife platform assisting organizations in managing employee benefits [5] - Analysts believe that the stock's recent price decline is exaggerated, suggesting potential for recovery [5]

Company Overview - Alight operates as a global provider of technology-driven human capital management solutions, focusing on enhancing employee wellbeing and operational efficiency through its cloud platform and expertise in HR and financial systems [4][7] - The company generates revenue through employer solutions, professional services, and hosted business solutions aimed at optimizing workforce management [7] Financial Performance - Alight reported a total revenue of $2.29 billion and a net income of -$2.16 billion for the trailing twelve months (TTM) [3] - The company's current dividend yield stands at 7.00%, with shares priced at $2.27 as of November 13, 2025, reflecting a 72.2% decline over the past year [3][6] Recent Developments - Philosophy Capital Management LLC significantly reduced its stake in Alight by selling 3,759,133 shares during the third quarter of 2025, resulting in a remaining holding of 858,968 shares valued at $2.80 million [2][5] - The fund's exposure to Alight has decreased from 1.3% to 0.11% of its total assets under management (AUM), marking an 81% reduction in its position [3][5] Market Position - Alight's stock has underperformed the S&P 500 by 84.98 percentage points, indicating a challenging market environment since the 2022 bear market [6][10] - The company's stock has not recovered like other stocks post-bear market, instead trading within a range before resuming its downward trend [9][10]

Group 1 - Loomis Sayles Small Cap Value Fund reported a return of 6.21% in Q3 2025, underperforming the Russell 2000 Value Index which returned 12.60% [1] - The strong performance of US equities in Q3 was attributed to easing tariff concerns, a pro-growth budget from Congress, and expectations of further rate cuts by the Federal Reserve [1] - The fund highlighted Alight, Inc. (NYSE:ALIT) as a significant stock, which experienced a one-month return of -15.45% and a 52-week decline of 71.20% [2][3] Group 2 - Alight, Inc. (NYSE:ALIT) closed at $1.97 per share on December 24, 2025, with a market capitalization of $1.082 billion [2] - The fund noted that the shift towards "risk-on" and "low-quality" stocks negatively impacted its performance due to a style mismatch with its high-quality investment approach [3] - Individual stocks such as Haemonetics Corporation, Alight, Inc. (NYSE:ALIT), and Kyndryl Holdings Incorporated were identified as the largest detractors from the fund's performance [3]

Core Insights - Alight, Inc. released findings from its analysis of 9.5 million users of the Alight Worklife® platform during the 2025 annual enrollment period, highlighting significant trends in employee benefits enrollment and utilization of AI tools [1] Enrollment Trends - Employers have the opportunity to implement benefits strategies that cater to employees across all income levels, utilizing AI-powered tools for personalized guidance to enhance health strategies and support employee wellbeing amidst rising medical costs [2] - Enrollment via call remains low, while digital enrollments account for the high 90s percentage of total enrollments, indicating a preference for a digital-first approach combined with human support when necessary [3] Medical Costs and Enrollment Rates - Medical and dental costs are increasing, with the median cost for single employees rising by 9.8% in 2026 after a 5% increase in 2025, and the median cost for families increasing by 16.8% in 2026, a nearly 12-percentage point rise from 2025 [5] - There is a widening gap in medical enrollment rates between salary groups, with enrollment for employees earning $20,000-$39,999 dropping from 50% in 2025 to 47% in 2026, while enrollment for those earning $80,000+ remained stable at 86% [5] Alternate Medical Plans and AI Utilization - Alternate medical plan enrollment has doubled from 2025 to 2026, particularly among lower-income workers, providing more predictability in out-of-pocket costs despite similar or higher pricing compared to traditional plans [5] - The use of AI in supporting benefits journeys has increased significantly, with over 8.5 million interactions with an AI chatbot from October to December 2025, compared to approximately three million in the same period the previous year, indicating a growing trust in AI among employees [5]

Company Overview - Alight, Inc. is a technology-driven provider of cloud-based human capital and business solutions, headquartered in Lincolnshire, Illinois, focusing on integrated platforms for benefits, payroll, and employee wellbeing [6] - The company generates revenue through a mix of recurring employer solutions, consulting, and hosted service contracts, targeting large enterprises seeking to optimize employee wellbeing and payroll processes [9] Financial Performance - Alight's revenue for the trailing twelve months (TTM) is reported at $2.29 billion, while the net income stands at a loss of $2.12 billion [4] - The company's stock price as of December 5, 2025, is $2.08, reflecting a significant decline of 70.8% over the past year, underperforming the S&P 500 by 84.7 percentage points [3][4] Recent Developments - Glenview Capital Management reduced its stake in Alight by approximately 16% during the third quarter, selling 4,004,556 shares and decreasing its exposure by an estimated $71.57 million [1][2] - Following the sale, Alight constituted 1.48% of Glenview's 13F reportable assets under management, down from 3.87% in the previous quarter [3] Market Context - Alight's stock has experienced a significant decline of 71% over the last year, attributed to concerns regarding competition from artificial intelligence systems that may take market share from traditional software companies [12] - Over the past three years, Alight's revenue has declined by 26%, indicating ongoing challenges for the company [13]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy landscape, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines without high premiums [9][10] Market Trends - The company is strategically aligned with trends such as the onshoring boom driven by tariffs and the surge in U.S. LNG exports, which are expected to grow under the current administration's energy policies [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI increasingly attractive [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15]