Core Insights - DoubleVerify Holdings, Inc. (NYSE:DV) is identified as one of the 10 undervalued growth stocks for the next 5 years, with a consensus 1-year median price target of $14.0, indicating a nearly 46% upside potential from current levels [1] - Analyst opinions on DoubleVerify are mixed, with approximately 52% rating it as a Buy, 43% as a Hold, and 5% as a Sell [1] - Morgan Stanley raised its price target for DoubleVerify from $15 to $15.50, suggesting a further 57% upside from current levels while maintaining a Hold rating [3] - Barclays downgraded DoubleVerify from Buy to Hold, maintaining a price target of $12, reflecting a cautious outlook amid broader software sector trends [5] Company Overview - DoubleVerify Holdings, Inc. is a provider of media effectiveness platforms, offering products such as DV Authentic Ad, DV Authentic Attention, Scibids AI, DV Pinnacle, Custom Contextual solution, and DV Publisher suite [6] - The company was incorporated in 2008 and is headquartered in New York, New York [6] Market Context - The North American internet sector is expected to favor companies with sustained returns on invested capital, particularly those leveraging GenAI or GPU-enabled technologies [4] - Sub-sectors facing disruption risks, such as ridesharing and parts of e-commerce, are anticipated to trade at lower valuation multiples due to ongoing uncertainty [4]

Core Viewpoint - Opera Limited (NASDAQ: OPRA) is identified as one of the 10 undervalued growth stocks for the next five years, with a Buy rating and a price target of $24, indicating an 82.4% upside potential from current levels [1]. Group 1: Financial Performance - Opera Limited raised its fourth-quarter revenue outlook, now expecting revenue to exceed $170 million, up from previous guidance of $162 million to $165 million, and surpassing the consensus estimate of $164.55 million [2]. - The company also increased its full-year revenue expectations, projecting total revenue for 2025 to exceed $608 million, reflecting over 26% growth compared to the previous year [2]. Group 2: User Growth and Market Position - CEO Lin Song emphasized that the Opera browser is designed for demanding users, which is beneficial as more users seek optimal browsers for web content and AI tools [3]. - The high-ARPU Western user base of Opera increased by approximately 2 million users sequentially from Q3 to Q4, providing a strong boost for monetization efforts [3]. Group 3: Product Offerings - Opera Limited provides web browsers and related products for PCs and mobile devices, including Opera Mini, Opera GX for PCs & Mobile, and Opera browser for Android & iOS [4].

Market Overview - The U.S. stock market is experiencing elevated volatility in 2026, particularly affecting aggressive growth companies like Palantir Technologies Inc. (PLTR) [1] - Palantir Technologies Inc. has seen a decline of almost 30% in its market capitalization [1] Company Insights - Palantir Technologies Inc. is categorized as an aggressive growth company, indicating its focus on rapid expansion and innovation [1] - The decline in PLTR's stock price reflects broader market trends impacting growth-oriented firms [1]

AI panic has spread quickly across the stock market in the last week. With each new update to the AI toolbox, investors have been forced to pick winners and dump losers in real time. It started with software last week, with the most dramatic repricing in the space in nearly 30 years, erasing $2 trillion in market cap. But the fear has since spread. In a development seemingly out of left field on Thursday, a company that used to make karaoke machines sent trucking stocks tumbling after it published a pap ...

分组1 - The Consumer Price Index (CPI) showed a headline increase of 2.4%, with a month-on-month rise of 0.2%, indicating a potentially tamed inflation environment [1][3] - Core inflation remains sticky, but there is optimism as food prices at home grew only by 0.2% month-over-month, down from 0.7% the previous month [3][4] - Energy commodities dropped by 3.3% month-over-month, contributing to the overall deceleration in inflation [4][5] 分组2 - Transportation services saw an increase of 1.4%, continuing an upward trend over the last few months, which raises some concerns [6] - The market is experiencing elevated volatility, with liquidity issues noted, making intraday trading challenging [7] - The S&P and NASDAQ have faced three sessions of losses, with notable corrections in major tech stocks, particularly the MAG 7 [8] 分组3 - The AI narrative is impacting various sectors, including commercial real estate, as concerns grow about job displacement due to AI [9][10] - Financial stocks are under pressure, trading below the 200-day moving average, indicating ongoing selling pressure [11] - Software stocks are showing some resilience, with an increase of over 1% in the IGV index [12] 分组4 - Aluminum prices on the LME have dropped significantly due to discussions about potentially scaling back tariffs, which could impact industrial companies [15][16] - There is a shortage of aluminum affecting major manufacturers, leading to debates about restricting exports of aluminum cans to ensure supply [18][19] - Copper prices are experiencing volatility, with a buildup in inventory and a potential technical breakdown in the coming weeks [21][22]

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales [3] - The Growth Score evaluates a company's future prospects through projected and historical earnings, sales, and cash flow [4] - The Momentum Score identifies trends in stock prices and earnings outlooks, helping investors time their positions [5] - The VGM Score combines the three Style Scores to highlight stocks with attractive value, growth forecasts, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to assist investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have produced an average annual return of +23.83% since 1988, significantly outperforming the S&P 500 [8] - There are over 800 top-rated stocks available, making it essential for investors to utilize Style Scores for better selection [9] Investment Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face downward price pressure [11] Company Spotlight: Paycom Software - Paycom Software, Inc. is a provider of cloud-based human capital management software, currently rated 3 (Hold) with a VGM Score of B [12] - The company has a forward P/E ratio of 12.01, indicating attractive valuation metrics for value investors [12] - Recent upward revision of earnings estimates for fiscal 2026 has increased the Zacks Consensus Estimate to $9.97 per share, with an average earnings surprise of +5.7% [13]

Core Viewpoint - The recent sharp sector rotation has negatively impacted software stocks such as ServiceNow (NOW), Thomson Reuters (TRI), Intuit (INTU), and Snowflake (SNOW), but analysts believe that AI will enhance rather than completely replace many existing businesses [1][2]. Group 1 - The sharp sector rotation has affected several software companies [1][2]. - Analysts maintain that AI will serve to enhance current business operations instead of fully replacing them [1][2].

Core Insights - FedEx Corp. has joined the Hedera Council to help govern the Hedera distributed ledger network, aiming to enhance global commerce by moving away from traditional paper-based processes [1][2] - The digital transformation of supply chains is seen as inevitable, with a focus on sharing and verifying trusted data across multiple parties without increasing risk or centralizing control [2] - FedEx will contribute its operational expertise to build a cooperative digital infrastructure for global supply chains and will participate in governance decisions as a council member [2][3] Company Involvement - FedEx's participation in the Hedera Council is expected to provide valuable insights into global logistics and commerce as the industry shifts towards digitally native supply chains [3] - Other prominent members of the Hedera Council include Google, IBM, Dell Technologies, LG, Deutsche Telekom, and Ubisoft, indicating a strong corporate interest in the development of distributed ledger technology [3] Market Context - The HBAR token associated with Hedera has experienced a slight decline of about 1% on the day, currently priced at $0.094, but has increased by 7% over the past week [4] - Despite recent gains, the HBAR token remains 83% below its all-time high of nearly $0.57 set in 2021, reflecting ongoing volatility in the cryptocurrency market [4]

Core Viewpoint - Epam (EPAM) is expected to report quarterly earnings of $3.16 per share, reflecting an 11.3% increase year-over-year, with revenues forecasted at $1.39 billion, representing an 11.4% year-over-year increase [1]. Earnings Projections - The consensus EPS estimate has been revised upward by 0.4% in the past 30 days, indicating a reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates by Industry Verticals - Revenues from Financial Services are projected to be $331.55 million, indicating an 18% year-over-year increase [5]. - Software & Hi-Tech revenues are estimated at $202.43 million, reflecting an 11.2% year-over-year increase [5]. - Life Sciences & Healthcare revenues are expected to reach $166.16 million, suggesting a 9.3% year-over-year increase [6]. - Emerging Verticals revenues are projected at $233.81 million, indicating a 10.4% year-over-year increase [6]. - Consumer Goods, Retail & Travel revenues are expected to be $276.83 million, reflecting a 10.5% year-over-year increase [7]. Revenue Estimates by Contract Type - Time-and-material revenues are projected to reach $1.16 billion, indicating a 14.9% year-over-year increase [7]. - Fixed-price revenues are expected to be $223.21 million, reflecting a 4.5% year-over-year decrease [8]. - Licensing and other revenues are estimated at $10.92 million, suggesting a significant 56.6% year-over-year increase [8]. Revenue Estimates by Customer Location - Revenues from the Americas are projected to be $830.55 million, indicating a 10.2% year-over-year increase [9]. - APAC revenues are expected to reach $28.19 million, reflecting a 3.7% year-over-year increase [9]. - EMEA revenues are projected at $525.76 million, suggesting a 12.4% year-over-year increase [10]. Stock Performance - Over the past month, Epam shares have recorded a return of -24.2%, compared to a -2% change in the Zacks S&P 500 composite [10]. - Based on its Zacks Rank 2 (Buy), Epam is expected to outperform the overall market in the upcoming period [10].

Group 1 - The January consumer price index (CPI) report shows a month-over-month inflation increase of 0.2%, which is lower than the expected 0.3% gain, while the core CPI increased by 0.3% [1][3][57] - Year-over-year inflation rates are reported at 2.4% for the headline CPI and 2.5% for the core CPI, indicating a slight acceleration in core inflation [2][50] - The report reflects potential distortions due to data collection issues from the government shutdown in previous months, which may affect the comparability of the data [3][26] Group 2 - The market reaction to the CPI report has been muted, with stocks showing little change, indicating that investors are digesting the data amid a volatile market backdrop, particularly in the tech sector [4][59] - There is heightened sensitivity in the market regarding AI-related disruptions, affecting various sectors, including technology and logistics, leading to significant sell-offs in stocks perceived to be at risk [5][90][91] - The CPI data suggests a mixed economic environment, with some sectors experiencing price increases while others, like energy and used cars, see declines, reflecting a complex inflation landscape [11][51][52] Group 3 - Analysts note that January often sees price resets, which can lead to temporary inflation spikes, but the current data does not appear to reflect such resets significantly [7][10] - The report indicates a drag from lower energy prices, which has curbed the headline inflation figure, while certain sectors like transportation services have shown notable price increases [11][12] - The overall economic outlook remains cautious, with expectations that inflation will gradually decrease, allowing for potential Federal Reserve rate cuts later in the year [16][20][30] Group 4 - The CPI report highlights specific categories with significant price movements, such as personal care and food away from home seeing increases, while gasoline and dairy products experienced declines [51][52] - The discussion around tariffs and their impact on inflation continues, with potential policy changes from the White House that could alleviate some inflationary pressures [23][38] - The market is currently characterized by a cautious approach, with investors closely monitoring economic indicators and their implications for future Federal Reserve actions [60][64]