Travel is another sector suffering a major setback amid the U.S.-Iran conflict, with thousands of flights canceled since Saturday -- numbers not seen since the Covid-19 pandemic. Taking the brunt of it is United Airlines Holdings Inc (NASDAQ:UAL), which has the largest international flight exposure among Stateside carriers. Plus, one of its most profitable routes is to Tel Aviv, Israel. UAL is down 3.4% to trade at $102.68 at last check, earlier slipping to its lowest mark since November. The equity tapped ...

I am here at the JPMorgan Leveraged Finance Conference with someone who is a star here, Katherine O'Donnell, who is the head of North America leveraged finance and has a ton of meetings. Katherine, thank you so much for being with us. I want to start with the news of the day, which is clearly the question around the war in Iran and what that sort of percolating into the Middle East is going to do for fund raising for for companies being able to issue currently.Do you see a sort of hesitance to really start ...

Core Insights - EPAM Systems, Inc. is recognized as one of the best technology stocks, with a Buy rating maintained by TD Cowen despite a lowered price target from $243 to $220, reflecting short-term client challenges [2][8] - The company reported strong performance in Q4 and full year 2025, driven by AI-related initiatives, with non-GAAP operating income increasing by 10.5% to $230 million and non-GAAP EPS rising by 14.8% to $3.26 [2] - Full-year revenues for 2025 reached $5.457 billion, a 15.4% increase, with non-GAAP operating income up 6.7% to $831.5 million and non-GAAP EPS at $11.50 [3] Financial Performance - Q4 revenues climbed to $1.408 billion, marking a 12.8% annual rise [2] - Operating cash flow totaled $654.9 million for 2025, supported by share repurchases of 3.54 million shares, leaving $776.5 million available under the program [3] - The company projects GAAP EPS of $7.95–$8.25 and Q1 GAAP EPS of $1.32–$1.40 for 2026, with sales growth anticipated at 4.5–7.5% for the entire year and 7% in Q1 [4] Company Overview - EPAM Systems, Inc. is a global IT services and consulting company specializing in software engineering, digital platform development, and technology solutions, serving clients across various industries [5]

Bentley Systems, Incorporated (NASDAQ:BSY) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. Bentley Systems, Incorporated (BSY) Target Boosted At UBS Amid Strong Annual Recurring Revenue Momentum Bentley Systems, Incorporated (NASDAQ:BSY) is among the best technology stocks.  TheFly reported on February 27 that UBS increased its price target for BSY from $40 to $43 while keeping a Neutral rating. The firm cited a boost from accelerating annual recurring revenue as a supportive facto ...

Autodesk, Inc. (NASDAQ:ADSK) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. Autodesk, Inc. (ADSK) Q4 Revenue Surges 19% YoY, Exceeds Guidance Across Key Metrics Autodesk, Inc. (NASDAQ:ADSK) is one of the best technology stocks. TheFly reported on February 27 that JPMorgan increased its price target for ADSK from $319 to $336 while keeping an Overweight rating on the stock. Autodesk, Inc. (NASDAQ:ADSK) released its fourth-quarter and full-year fiscal 2026 results on February 26. T ...

Snowflake Inc. (NYSE:SNOW) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. Citi Updates Model Following Robust AI Performance at Snowflake Inc. (SNOW) Snowflake Inc. (NYSE:SNOW) is among the best technology stocks. TheFly reported on February 26 that Citi raised its price target for SNOW from $270 to $280 while maintaining a Buy rating. Citi noted that the company's Q4 results showed stronger AI momentum entering fiscal 2027 and prompted an update to the firm’s model. The fourth- ...

OKTA, Inc. (NASDAQ:OKTA) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. BMO Capital Expects Solid Q1 Results for OKTA, Inc. (OKTA) Despite Sector Caution OKTA, Inc. (NASDAQ:OKTA) is among the best technology stocks. TheFly reported on February 26 that BMO Capital reduced its price target for OKTA from $90 to $83 and maintained a Market Perform rating. The firm said that it expects solid results for the January quarter and anticipates management will guide full-year 2027 revenue ne ...

Zeta Global Holdings Corp. (NYSE:ZETA) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. Truist Notes AI Concerns Overstated for Zeta Global Holdings Corp. (ZETA) Zeta Global Holdings Corp. (NYSE:ZETA) is one of the best technology stocks. TheFly reported on February 25 that Truist lowered its price target on ZETA to $30 from $36 while keeping a Buy rating on the shares. The company’s fourth quarter continued its streak of positive beat-and-raise results, marking the 18th consecutive ...

Block, Inc. (NYSE:XYZ) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. BofA Reduces Block, Inc. (XYZ) Valuation Following Peer Weakness Block, Inc. (NYSE:XYZ) is one of the best technology stocks on our list. TheFly reported on February 24 that Bank of America reduced its price target for XYZ to $75 from $86 while keeping a Buy rating. The adjustment reflects a lower multiple applied to the company’s 2027 earnings estimate, which is driven by softer investor sentiment for payment s ...

Paymentus Holdings, Inc. (NYSE:PAY) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. Paymentus Holdings, Inc. (PAY) Benefits from Rising Digitization of Bill Payments, Says Wedbush Paymentus Holdings, Inc. (NYSE:PAY) is one of the best tech stocks. TheFly reported on February 24 that Wedbush lowered its price target for PAY to $32 from $40. The firm cited a reduced multiple, while retaining an Outperform rating. According to the firm, PAY delivered another strong quarter with Q4 res ...