Core Viewpoint - Investors in the Internet - Software sector should consider 8x8 (EGHT) and Clearwater Analytics (CWAN) as potential value opportunities, with EGHT currently presenting a stronger case for investment [1]. Group 1: Zacks Rank and Earnings Outlook - 8x8 has a Zacks Rank of 2 (Buy), indicating a favorable outlook, while Clearwater Analytics has a Zacks Rank of 3 (Hold), suggesting a less favorable position [3]. - The earnings outlook for 8x8 has likely improved more significantly than that of Clearwater Analytics recently, which is a key consideration for value investors [3]. Group 2: Valuation Metrics - 8x8 has a forward P/E ratio of 6.69, significantly lower than Clearwater Analytics' forward P/E of 31.43, indicating that 8x8 may be undervalued [5]. - The PEG ratio for 8x8 is 0.77, while Clearwater Analytics has a PEG ratio of 1.57, further suggesting that 8x8 offers better value based on expected earnings growth [5]. - 8x8's P/B ratio is 2.22 compared to Clearwater Analytics' P/B of 2.61, reinforcing the notion that 8x8 is more attractively priced relative to its book value [6]. Group 3: Overall Value Grades - Based on various valuation metrics, 8x8 holds a Value grade of A, while Clearwater Analytics has a Value grade of F, indicating a significant disparity in perceived value between the two stocks [6]. - The combination of Zacks Rank and Style Scores suggests that value investors are likely to favor 8x8 over Clearwater Analytics at this time [6].

Core Insights - 8x8, Inc. has been recognized in the 2025 Gartner Magic Quadrant for Unified Communications as a Service [1] Company Summary - 8x8, Inc. is acknowledged for its position in the Unified Communications as a Service sector, indicating its competitive standing and capabilities in this industry [1]

Core Insights - 8×8, Inc. has announced a strategic partnership with ULAP Networks to expand its customer experience platform into regulated markets [1][2] - The integration of 8×8's global platform with ULAP Network's cloud infrastructure will address connectivity challenges in 113 countries [2] - The partnership is part of 8×8's broader global initiatives aimed at expanding its market presence [3] Company Strategy - The CEO of 8×8 emphasized the importance of reliable connectivity for global operations, ensuring that customers can achieve both global reach and local reliability through this partnership [4] - 8×8 integrates artificial intelligence into its unified platform for customer experience and unified communications, enhancing personalized customer journeys and operational excellence [4] Market Context - The collaboration with ULAP Networks is positioned as a response to the increasing need for dependable connectivity in various regulatory environments [2][4]

Core Viewpoint - 8x8, Inc. has appointed Mary Murray as Operations Director and Country Lead for Ireland, indicating a strategic move to strengthen its leadership in the region [1] Company Summary - The appointment of Mary Murray is aimed at enhancing operational efficiency and leadership within the Irish market [1]

Core Insights - 8x8, Inc. has launched the 8x8 CX Champions Fantasy Team, a global recognition program aimed at celebrating individuals who contribute to exceptional customer experience (CX) moments [1] Company Summary - The 8x8 CX Champions Fantasy Team is designed to honor individuals who have made significant impacts in customer experience [1]

Core Viewpoint - The comparison between 8x8 (EGHT) and Adyen N.V. Unsponsored ADR (ADYEY) indicates that EGHT presents a more attractive investment opportunity for value investors at this time [1][3][7]. Valuation Metrics - EGHT has a forward P/E ratio of 6.63, significantly lower than ADYEY's forward P/E of 40.20 [5]. - The PEG ratio for EGHT is 0.76, while ADYEY's PEG ratio stands at 2.19, suggesting EGHT is more favorably valued in terms of expected earnings growth [5]. - EGHT's P/B ratio is 2.2, compared to ADYEY's P/B of 10.85, further indicating EGHT's relative undervaluation [6]. Earnings Outlook - EGHT currently holds a Zacks Rank of 2 (Buy), reflecting an improving earnings outlook, while ADYEY has a Zacks Rank of 4 (Sell) [3][7]. - The positive revisions to earnings estimates for EGHT enhance its attractiveness to investors [3]. Value Grades - Based on various valuation metrics, EGHT has earned a Value grade of A, whereas ADYEY has received a Value grade of F, highlighting the disparity in their investment appeal [6].

Core Insights - The article compares two Internet - Software stocks, 8x8 (EGHT) and Adyen N.V. Unsponsored ADR (ADYEY), to determine which is more attractive to value investors [1] Group 1: Zacks Rank and Earnings Outlook - 8x8 has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Adyen N.V. has a Zacks Rank of 4 (Sell), suggesting a less favorable earnings outlook [3] - The Zacks Rank system favors stocks with positive revisions to earnings estimates, which supports the improving outlook for 8x8 [3] Group 2: Valuation Metrics - 8x8 has a forward P/E ratio of 6.46, significantly lower than Adyen N.V.'s forward P/E of 42.83, indicating that 8x8 may be undervalued [5] - The PEG ratio for 8x8 is 0.74, while Adyen N.V. has a PEG ratio of 2.34, further suggesting that 8x8 offers better value based on expected earnings growth [5] - 8x8's P/B ratio is 2.12 compared to Adyen N.V.'s P/B of 11.56, reinforcing the notion that 8x8 is more attractively priced [6] Group 3: Overall Value Assessment - Based on various valuation metrics, 8x8 holds a Value grade of A, while Adyen N.V. has a Value grade of F, indicating a clear preference for 8x8 among value investors [6]

Core Viewpoint - The article emphasizes the importance of value investing as a successful strategy across various market conditions, highlighting the use of fundamental analysis to identify undervalued stocks [2]. Company Summary - 8x8 (EGHT) is identified as a notable stock with a Zacks Rank of 2 (Buy) and an "A" grade for Value, indicating it is among the best value stocks currently available [3]. - The company has a PEG ratio of 0.64, which is significantly lower than the industry average PEG of 1.69, suggesting that EGHT is undervalued compared to its peers [4]. - Over the past year, EGHT's PEG ratio has fluctuated between a high of 0.79 and a low of 0.33, with a median of 0.51, further supporting the notion of its current undervaluation [4]. - The combination of a strong earnings outlook and favorable valuation metrics positions EGHT as an impressive value stock at this time [5].

Core Viewpoint - The comparison between 8x8 (EGHT) and Adyen N.V. Unsponsored ADR (ADYEY) indicates that EGHT presents a better value investment opportunity based on various financial metrics [1][7]. Valuation Metrics - EGHT has a forward P/E ratio of 5.92, significantly lower than ADYEY's forward P/E of 42.46 [5]. - The PEG ratio for EGHT is 0.68, while ADYEY's PEG ratio stands at 2.12, suggesting that EGHT is more favorably valued in relation to its expected earnings growth [5]. - EGHT's P/B ratio is 1.94, compared to ADYEY's P/B of 11.75, further indicating that EGHT is undervalued relative to its book value [6]. Investment Grades - Both EGHT and ADYEY have a Zacks Rank of 2 (Buy), reflecting positive earnings estimate revisions for both companies [3]. - EGHT holds a Value grade of A, while ADYEY has a Value grade of F, highlighting a significant disparity in their valuation attractiveness [6].

Group 1 - The analyst has maintained a Neutral stance on 8x8 (NASDAQ: EGHT) shares over the past year, noting high volatility but little change in share price since initial coverage [1] - The current market capitalization of 8x8 is $250 million, indicating that shares are considered cheap [1] - The analyst focuses on undercovered companies, with a watchlist of up to 100 companies, primarily in technology, software, electronics, and energy transition sectors [1] Group 2 - The analyst has over 7 years of personal investment experience and a Master's degree in Electrical Engineering, currently working as an automotive battery R&D engineer in Sweden [1] - The write-ups serve as a platform for laying out investment theses and receiving feedback from the investing community [1] - The analysis aims to identify asymmetric investment opportunities to achieve market-beating returns [1]