Group 1 - Gartner (NYSE: IT) shares are currently considered attractive for purchase due to a strong and sustainable business model [1] - The company benefits from annual research subscriptions that provide stable cash flow and good profit margins [1] - The current trading valuation is at a forward P/E ratio, indicating potential for growth [1]

Accenture (NYSE: ACN ) is a technology company specializing in consulting and managed services. These two types of work encompass the provision of a multitude of digital services worldwide. It has offices and operations in 52 countries and a workforce ofI'm a personal investor. I am a financial journalist with special knowledge of the real estate market. I would like to mention that I'm a friend of Ignacio Zorzoli, an article writer for Seeking Alpha, but we don't have any business or economic associations. ...

Booz Allen Hamilton (BAH) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 2 ...

Core Viewpoint - IBM is set to report its Q2 2025 earnings on July 23, with sales and earnings estimates at $16.59 billion and $2.64 per share respectively, while earnings estimates for 2025 and 2026 have remained unchanged at $10.95 and $11.66 per share over the past 60 days [1][4]. Earnings Estimates - The current earnings estimates for Q2 2025 stand at $2.64 per share, with a slight decrease in the Q1 estimate to $2.45 per share, while the full-year estimates for 2025 and 2026 are $10.94 and $11.66 respectively [2]. - The earnings surprise history shows an average surprise of 7.9% over the last four quarters, with the last quarter achieving a surprise of 12.7% [2]. Growth Drivers - The Software and Consulting segments are expected to drive growth, particularly through AI and cloud-related initiatives [4]. - IBM's collaboration with the Masters tournament to launch AI-native features is anticipated to generate additional revenue for the Consulting segment, with estimated revenues of $5.21 billion [5][6]. - The Software segment is projected to generate revenues of $7.48 billion, with IBM's acquisition of Hakkoda Inc. expected to enhance its data expertise and support AI transformation initiatives [7][8]. Competitive Landscape - Despite strong traction in hybrid cloud and AI, IBM faces significant competition from Amazon Web Services and Microsoft Azure, along with challenges from its ongoing transition to a cloud-based business model [9]. - The company has experienced pricing pressure that is eroding margins, and profitability has generally trended downward over the years [9]. Stock Performance - Over the past year, IBM's stock has increased by 53.9%, outperforming the industry average of 20.2%, but lagging behind Oracle's 79.6% gain [10]. - IBM's current price/earnings ratio is 24.88, which is higher than the industry average of 21.95 and its own historical mean of 13.75, indicating a premium valuation [12]. Long-term Outlook - IBM aims to capitalize on the growing trend of enterprises adopting a cloud-agnostic approach, focusing on hybrid cloud and generative AI solutions [13]. - The company expects that a better business mix and increased investments in growth opportunities will support long-term growth, particularly in the Software and Consulting segments [19].

Align Consulting! 2025 07 17 Q2 2025 CombinedX Investerarpresentation A Powerhouse of Platform Services Vi hjälper våra kunder att dra nytta av data och digitaliseringens möjligheter Platform Services Infrastructure & Security Services Platform: Platform: Platform: Digital Experience Platform: CRM BC, BI Platform: Varför en plattformscentrisk tillväxtstrategi? Source: HerbertNathan & Co and Bo Hjort Christensen 1. Tydligt erbjudande 2. Stora köpstarka kunder 3. Plattformens tillväxt 4. Lång eftermarknad 5. ...

MENLO PARK, Calif., July 17, 2025  /PRNewswire/ -- More than half of global executives (57%) are confident that AI will enhance customer experience, yet only 17% believe their organization is currently optimizing CX as effectively as they could be, as revealed by the latest survey in the VISION by Protiviti series, the "Protiviti-Oxford Global Executive Outlook on the Customer Experience (CX)."The 'Opportunity Gap' Hindering CX Optimization and EfficiencyAlthough only 17% of executives say they're optimizin ...

Communications and consulting firm Teneo has agreed to buy PricewaterhouseCoopers’ business restructuring services unit in Australia. https://t.co/JekeZozMzQ ...

NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Fortrea Holdings Inc. (NASDAQ: FTRE). Shareholders who purchased shares of FTRE during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/fortrea-holdings-inc-loss-submission-form/?id=156711&from=3 CLASS PERIOD: Ju ...

Core Insights - More than half of organizations have not yet realized the full benefits of AI adoption, indicating a gap between aspiration and actual progress [1][2] - The survey highlights a strong correlation between the maturity of an organization's AI program and the return on investment (ROI) [3][6] - Organizations face various challenges at different stages of AI maturity, which can hinder progress [4][7] AI Maturity Stages - Stage 1: Initial (19%) - Organizations recognize AI's potential but lack strategic initiatives and defined KPIs [5] - Stage 2: Experimentation (32%) - Organizations initiate small-scale AI projects to assess feasibility and benefits [5] - Stage 3: Defined (21%) - AI solutions are integrated into existing processes, enhancing efficiency [5] - Stage 4: Optimization (20%) - AI systems are enhanced for performance and scalability [5] - Stage 5: Transformation (8%) - AI drives significant business transformation [5] ROI and Satisfaction - At Stage 2, 77% of organizations report that their ROI met or exceeded expectations [6] - By Stage 5, 95% of organizations express high satisfaction with their AI investments, with 75% stating that AI exceeds ROI expectations [6] Challenges in AI Adoption - Common challenges include integration with existing systems, understanding impactful use cases, lack of skilled resources, data availability, and regulatory guidance [4] - As organizations progress, integration issues and data access challenges become more prominent, with 28% and 29% citing data availability as a major challenge at Stages 4 and 5, respectively [7] Redefining Success - Organizations need to redefine success in AI, moving from immediate cost savings to strategic growth and innovation [2][9] - Tailored AI strategies aligned with departmental goals are essential for success [8] Innovation and Collaboration - Innovation hubs, such as Protiviti's AI Studio, play a critical role in enabling organizations to explore use cases and accelerate AI implementation [9]

Core Insights - Stantec Inc. (STN) has achieved a 39% year-to-date gain, significantly outperforming the industry's 6% decline, while U.S. peers have shown mixed results [1][8] - The company is benefiting from strong global demand for infrastructure, water security, and climate-resilient solutions, supported by long-term trends such as climate change initiatives and increased infrastructure investments [3][4] Financial Performance - In Q1 2025, Stantec's net revenues grew by 13.3% year-over-year, with organic revenue increasing by 5.9% when excluding acquisitions and currency effects [4] - The U.S. market saw a 2.4% organic growth, while Canada experienced a 15% revenue increase year-over-year, with key contributions from wastewater projects and large industrial developments [5][4] - Globally, revenues rose by 20.3% year-over-year, with the U.K. water business growing over 20% and energy transition projects boosting results in Australia and New Zealand [5] Margin Expansion - Stantec demonstrated efficient growth with project margins improving by 10 basis points to 54.3% and adjusted EBITDA margins rising by 70 basis points to 16.2% in Q1 2025 [9][10] - Lower administrative and marketing expenses, along with a proactive hiring strategy, are expected to enhance workforce utilization and operating leverage in the future [10][11] Analyst Sentiment - There has been a notable increase in positive analyst sentiment, with five analysts raising their 2025 earnings estimates and another five upgrading projections for 2026 [12][16] - Earnings are projected to grow by 19.5% in 2025 and 12% in 2026, with revenue expectations lifted to an 11% increase in 2025 and a 10% gain in 2026 [12][14] Valuation Concerns - Stantec's forward P/E ratio stands at 26.74, above its five-year median of 22.56, raising concerns about its valuation compared to peers like Tetra Tech and AECOM [17] - The elevated valuation may limit upside potential unless the company delivers significant earnings outperformance [17][18]