Core Viewpoint - Cognizant Technology Solutions (CTSH) is expected to report second-quarter 2025 results on July 30, with earnings estimated at $1.26 per share, reflecting a 7.69% increase year-over-year [1][2] Revenue Expectations - The Zacks Consensus Estimate for second-quarter revenues is $5.19 billion, indicating a year-over-year increase of 7.06% [2] - Cognizant anticipates revenues between $5.14 billion and $5.21 billion, representing growth of 5.9%-7.4% [1][8] Performance Drivers - The company's performance is likely to benefit from an expanding clientele and a robust pipeline, including a significant contract valued at over $500 million secured in Q1 2025 [3] - Investment in artificial intelligence (AI) platforms, such as Neuro IT Ops and Flowsource, is expected to drive growth as clients increasingly adopt AI-driven automation [4] - Growing demand for GenAI solutions in sectors like financial services, healthcare, and manufacturing is anticipated to provide continued growth opportunities [5] Client Expansion and Partnerships - Cognizant's extensive partner network, including companies like Google Cloud, Pegasystems, and NVIDIA, is likely to have contributed to growth in Q2 2025 [7] - Recent collaborations, such as the expanded partnership with Pegasystems and the launch of Cognizant Autonomous Customer Engagement with Google Cloud, are expected to enhance service offerings and drive enterprise growth [8][9] Challenges - Despite the positive outlook, macroeconomic challenges and cost optimization pressures in certain sectors may impact top-line growth [6] - Broader market weakness in the tech sector and concerns over U.S. tariffs are additional pressures facing the company [6] Conclusion - Cognizant's expanding clientele and robust AI-driven solutions are expected to support growth prospects and drive top-line growth in the upcoming quarter [11]

Core Viewpoint - Kyndryl Holdings, Inc. is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 4, with a consensus estimate of $0.37 per share, reflecting a year-over-year increase of 184.6%. Revenues are projected to be $3.8 billion, up 1.6% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 8.57% over the last 30 days, indicating a collective reassessment by analysts regarding the company's earnings prospects [4][12]. Earnings Surprise Prediction - The Most Accurate Estimate for Kyndryl Holdings is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.05%, suggesting a bearish outlook from analysts [12]. The company currently holds a Zacks Rank of 3, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Kyndryl Holdings met the expected earnings of $0.52 per share, resulting in no surprise. Over the past four quarters, the company has beaten consensus EPS estimates three times [13][14]. Conclusion - Kyndryl Holdings does not appear to be a strong candidate for an earnings beat based on current estimates and revisions. Investors are advised to consider other factors when making decisions regarding this stock ahead of the earnings release [17].

Core Insights - Unisys Corporation (UIS) and DXC Technology Company (DXC) are legacy players in the global IT services sector, both undergoing transformations to remain relevant amid digital modernization, cloud migration, and AI-driven solutions [1][2] Case for Unisys (UIS) - Unisys has shown significant business development momentum, with total contract value increasing by 50% sequentially and over 80% year-over-year in Q1 2025, driven by new client acquisitions and demand for device subscription services (DSS) [3][4] - The company secured a major contract to manage 380,000 devices for a global tech firm, which is expected to enhance revenue over time [4] - Demand for cybersecurity and application modernization is boosting the Cloud, Applications & Infrastructure segment, with the launch of a post-quantum cryptography solution and a notable security services deal in Latin America [5][6] - Unisys is advancing AI adoption through agentic AI and a service experience accelerator, enhancing its position as a solution-oriented partner for enterprise and government clients [6] - The "Clear Path Forward 2050" strategy focuses on expanding software capabilities, modernizing infrastructure, and delivering specialized consulting services, resulting in a growing backlog of $2.9 billion [7] - Despite positive long-term prospects, Unisys faces short-term revenue challenges due to delays in its license and support business and reduced discretionary spending [8] Case for DXC Technology (DXC) - DXC Technology is experiencing a turnaround under CEO Raul Fernandez, with a strong book-to-bill ratio of 1.2 in Q4 fiscal 2025 and a 20% year-over-year increase in bookings [9][10] - The company is integrating GenAI into its modernization, testing, and automation offerings, providing tangible value to clients and enhancing its competitive position [10] - Financially, DXC ended fiscal 2025 with $1.8 billion in cash and $687 million in free cash flow, with plans for share repurchases indicating confidence in its strategic direction [11] - DXC's disciplined financial management and commitment to shareholder returns reflect growing internal confidence, making it an attractive option for investors seeking stability and long-term growth potential [21] Earnings Estimates - The Zacks Consensus Estimate for Unisys' 2025 EPS indicates a year-over-year increase of 28.9%, with estimates unchanged over the past 60 days [12] - In contrast, DXC's fiscal 2026 EPS estimate suggests an 11.1% year-over-year decline, although 2025 estimates have seen upward revisions of 0.7% in the past 60 days [13] Price Performance & Valuation - UIS stock has declined by 30% year-to-date, while DXC shares have dropped by 27% [14] - UIS is trading at a forward P/E ratio of 4.54X, below its one-year median of 10.29X, while DXC's forward sales multiple is at 4.79X, below its median of 6.27X [17] Conclusion - DXC Technology is currently viewed as the more compelling investment choice due to its clearer trajectory toward operational stabilization and strategic execution, particularly in high-value segments [20] - While Unisys has promising growth drivers, its near-term revenue headwinds make DXC's improving fundamentals more attractive for investors [21] - DXC currently holds a Zacks Rank 2 (Buy), whereas UIS has a Zacks Rank 3 (Hold) [22]

Core Insights - SoundHound AI (SOUN) is experiencing significant growth in the restaurant voice AI sector, activating over 1,000 new restaurant locations in Q1 2025, which is ten times the pace from the previous year [1][11] - The integration of the Polaris foundation model and strategic acquisitions like SYNQ3 and Allset has enhanced order-taking efficiency across major QSR brands [2][11] - SoundHound's AI is outperforming human agents in terms of order value and call-handling efficiency, driven by economic uncertainty prompting restaurants to seek cost-effective operational improvements [3] Company Developments - SoundHound is building a connected ecosystem that links restaurants, automakers, and OEMs, facilitating hands-free ordering for consumers [4] - The company's early leadership in voice AI for restaurants could be transformative, with the potential for this initiative to become a defining moment for SoundHound [5] Competitive Landscape - Competitors like Presto Automation and Cerence Inc. are also targeting the restaurant and commerce sectors, with Presto focusing on drive-thru solutions and Cerence leveraging automotive relationships for voice-enabled services [6][7][8] Financial Performance - SoundHound's shares have increased by 25.6% over the past three months, significantly outperforming the Zacks Computers - IT Services industry's growth of 3.4% [9] - The Zacks Consensus Estimate for SOUN's 2025 loss per share remains at 16 cents, showing improvement from a loss of $1.04 per share a year ago [15] - SOUN is currently trading at a forward 12-month price-to-sales ratio of 25.29, compared to the industry's 18.67 [16]

In its upcoming report, Cognizant (CTSH) is predicted by Wall Street analysts to post quarterly earnings of $1.26 per share, reflecting an increase of 7.7% compared to the same period last year. Revenues are forecasted to be $5.19 billion, representing a year-over-year increase of 7.1%.Over the last 30 days, there has been an upward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial f ...

Nebius Group N.V. (NASDAQ: NBIS ) is estimated to release its Q2 earnings on July 28 (this is unconfirmed by the company), and for a highly volatile stock it might be reasonable toComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My h ...

Unisys (UIS) Conference Call Summary - July 24, 2025 Company Overview - **Company**: Unisys Corporation (UIS) - **Event**: Capital Structure and Pension Strategy Discussion Conference Call Key Points Industry and Company Context - The call focused on Unisys's capital structure and pension strategy, particularly the management of its U.S. Qualified defined benefit pension plans [2][7][20]. Core Insights and Arguments 1. **Pension Volatility Management**: Unisys has taken significant steps to reduce pension volatility, aiming to remove the pension from its balance sheet entirely [7][20]. 2. **Debt Issuance**: The company issued $700 million of debt maturing in January 2031, primarily to refinance existing notes and contribute $250 million to its pension plans [13][14]. 3. **Pension Liability Reduction**: Since the inception of its pension strategy, Unisys has reduced pension liabilities by approximately $1.5 billion through various risk transfer transactions [11][40]. 4. **Future Contributions**: The recent changes are expected to stabilize future cash contributions to the pension plans, reducing volatility to about 3% [9][41]. 5. **Annuity Purchases**: Unisys plans to remove an additional $600 million in liabilities through annuity purchases by 2026, which will eliminate about one-third of the remaining U.S. plan liabilities [17][20]. 6. **Financial Flexibility**: The company aims to maintain a solid liquidity profile and reduce net leverage to improve credit ratings and access to capital [12][20]. 7. **Capital Return Program**: Following the resolution of pension obligations, Unisys plans to implement a capital return program, potentially through stock buybacks or dividends [52][53]. Important but Overlooked Details 1. **Investment Strategy Changes**: Unisys has shifted its pension plan investment strategy to reduce volatility, moving from a 65% allocation to growth assets to a more stable asset allocation that hedges liability movements [25][26]. 2. **Cash Flow Projections**: The company anticipates generating approximately $100 million in free cash flow this year, with growth expected in subsequent years [81]. 3. **Market Conditions**: The timing of the debt issuance and pension contributions was strategically aligned with favorable market conditions to minimize costs [62][89]. 4. **Risk Factors**: While the company is confident in its ability to execute its pension strategy, there are inherent risks related to business performance and market conditions that could affect the timeline for full pension removal [78][80]. Conclusion Unisys is actively working to simplify its financial profile by managing pension liabilities and enhancing cash flow stability. The strategic steps taken are expected to position the company favorably for future growth and investor interest while maintaining financial flexibility.

Group 1 - The DividendRank formula ranks International Business Machines (IBM) among the top 50% of dividend stocks, indicating strong fundamentals and attractive valuation for investors [1] - IBM shares entered oversold territory with a Relative Strength Index (RSI) reading of 28.1, below the oversold threshold of 30, suggesting potential buying opportunities [2][3] - The average RSI for the universe of dividend stocks is 55.7, highlighting IBM's relative weakness in momentum compared to its peers [3] Group 2 - IBM's recent annualized dividend is $6.72 per share, translating to an annual yield of 2.38% based on a share price of $282.01 [3] - The heavy selling pressure indicated by the low RSI may be exhausting, presenting a potential entry point for bullish investors [4] - Investors are encouraged to examine IBM's dividend history to assess the likelihood of continued dividend payments [4]

Core Insights - David Urban has been appointed to the Board of Directors of Science Applications International Corp. (SAIC), effective September 15, 2025, bringing extensive experience in policy, politics, and strategy [1][2] - Urban's expertise includes navigating public policy, strategic communications, corporate governance, risk management, and organizational leadership, which will be beneficial for SAIC [1][2] - His appointment increases SAIC's Board from eleven to twelve members and he will serve on the Board's Audit Committee [1] Company Overview - SAIC is a leading mission integrator in the United States, focusing on technology and innovation to serve defense, space, civilian, and intelligence markets [4] - The company has a robust portfolio that includes secure high-end solutions in mission IT, enterprise IT, engineering services, and professional services [4] - SAIC is headquartered in Reston, Virginia, and has approximately 24,000 employees with annual revenues of about $7.5 billion [5]

This is where they were trading premarket at 7 a.m. ET Thursday. 1. Tesla The move: Elon Musk's EV maker is down about 6% to $313.44 a share after rising slightly over 0.1% on Wednesday. Why: Tesla reported disappointing second-quarter results before the closing bell on Wednesday, with revenue dropping 12% year-on-year — the biggest fall in a decade. Shares rose after the past two earnings reports, despite also being weak. Tesla's, Alphabet's, and IBM's second-quarter earnings are on investors' minds this m ...