Core Viewpoint - UBS has set a price target of $190 for CDW Corporation, indicating a potential price increase of approximately 33.61% from its current price of $142.21, following the company's Q3 2025 earnings call [2][5] Company Overview - CDW Corporation is a leading provider of technology solutions for various sectors including business, government, education, and healthcare, offering a wide range of products and services such as hardware, software, and integrated IT solutions [1] - The company competes with other technology service providers like Insight Enterprises and SHI International [1] Financial Performance - CDW's stock price is currently at $141.59, showing a slight decrease of 0.07, or approximately -0.05% [3] - The stock has fluctuated between a low of $141.11 and a high of $144.46 on the current trading day [3] - Over the past year, CDW's stock has experienced significant volatility, with a high of $222.92 and a low of $137.31 [3][5] Market Position - The company has a market capitalization of approximately $18.56 billion, indicating its substantial presence in the technology solutions industry [4] - Today's trading volume for CDW is 1,108,491 shares, reflecting active investor interest [4]

Core Insights - Flex Ltd. is highlighted as a stock with a buy rank and strong momentum characteristics for investors as of November 5 [1] - The company has a Zacks Rank of 1, indicating strong performance potential [1] - The Zacks Consensus Estimate for Flex's current year earnings has increased by 4% over the last 60 days [1] Performance Metrics - Flex Ltd.'s shares have gained 24% over the past three months [1] - This performance outpaces the S&P 500, which advanced by 22.1% during the same period [1] - The company has a Momentum Score of A, reflecting its strong upward price movement [1]

Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment returns Group 1: Stocks and Earnings Estimates - TAL Education Group (TAL) has seen a 5.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Flex Ltd. (FLEX) has experienced a 4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Norwegian Cruise Line Holdings Ltd. (NCLH) has had a 3.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - SkyWest, Inc. (SKYW) has seen a 3.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Mitsui & Co., Ltd. (MITSY) has experienced a 3.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2]

Core Insights - Three stocks with strong value characteristics and a buy rank are highlighted for investors: SkyWest, Inc., Flex Ltd., and First Bank [1][2][3] Company Summaries - **SkyWest, Inc. (SKYW)**: - Zacks Rank: 1 - Current year earnings estimate increased by 3.8% over the last 60 days - Price-to-earnings ratio (P/E): 9.73, compared to 11.10 for the S&P 500 - Value Score: A [1][2] - **Flex Ltd. (FLEX)**: - Zacks Rank: 1 - Next year earnings estimate increased by 4% over the last 60 days - Price-to-earnings ratio (P/E): 20.61, compared to 25.17 for the industry - Value Score: A [2] - **First Bank (FRBA)**: - Zacks Rank: 1 - Current year earnings estimate increased by 2.3% over the last 60 days - Price-to-earnings ratio (P/E): 8.97, compared to 11.40 for the S&P 500 - Value Score: B [3]

Financial Performance - Zebra Technologies reported net sales of $1,320 million, a 5.2% increase compared to $1,255 million in 3Q24 [14] - Organic net sales growth was 4.8% [10, 14] - Adjusted EBITDA margin increased by 20bps to 21.6% [10, 14] - Non-GAAP diluted EPS increased by 11.2% to $3.88 [10, 14] Segment and Regional Performance - Asset Intelligence & Tracking segment organic net sales grew by 10.6% [15] - Enterprise Visibility & Mobility segment organic net sales grew by 2.0% [15] - Asia Pacific region organic net sales grew by 23% [15] - Latin America region organic net sales grew by 8% [15] - North America region organic net sales grew by 6% [15] - EMEA region organic net sales declined by 3% [15] Cash Flow and Balance Sheet - Free cash flow was $504 million year-to-date [17] - The company closed the Elo Touch Solutions acquisition for $1.3 billion [17] - The company has $1,053 million in cash and cash equivalents [17] - The company expects to substantially mitigate U S import tariffs entering 2026 [18]

Core Insights - Treasure Global Inc. has approved inducement equity awards for two executives to enhance talent retention and support strategic growth [1][4] - Each executive will receive an inducement equity award valued at USD 60,000, vesting after 24 months of continuous employment [2][3] Company Overview - Treasure Global is a technology solutions provider based in Malaysia, focusing on digital transformation in retail and services [5] - The flagship product, ZCITY Super App, integrates e-payment solutions with customer loyalty rewards, boasting over 2.7 million registered users as of March 2025 [5]

Core Insights - Treasure Global Inc. reported a significant narrowing of its adjusted net loss by 68% year-over-year, amounting to approximately USD 2.1 million for FY2025, compared to USD 6.6 million in FY2024 [3][8] - The company achieved a gross profit of USD 1.7 million, with a gross margin expansion to 71.6%, attributed to a strategic shift towards higher-margin technology and software services [8] - The fiscal year 2025 was characterized as a transitional year, focusing on restructuring and reinvestment to strengthen fundamentals and optimize operations for sustainable recovery and long-term profitability [2][3] Financial Performance - Adjusted net loss narrowed to approximately USD 2.1 million from USD 6.6 million in FY2024, indicating improved operating efficiency and disciplined cost management [3][8] - Gross profit reached USD 1.7 million, with a gross margin of 71.6%, reflecting the company's focus on higher-margin technology solutions [8] - Operating expenses declined significantly year-over-year, showcasing the company's commitment to cost management and operational efficiency [8] Strategic Initiatives - The company is realigning its focus towards enterprise technology and AI-driven solutions, positioning itself for sustainable revenue growth and enhanced profitability [8] - Strategic actions taken during FY2025 have strengthened the company's fundamentals and streamlined its cost base [3][8] - Treasure Global aims to leverage technology-driven solutions to enhance customer experiences and expand ecosystem partnerships [3]

Core Viewpoint - Genpact will report its third quarter 2025 financial results on November 6, 2025, after market close [1] Group 1: Financial Reporting - The financial results announcement will be followed by a conference call hosted by Genpact's management team at 5:00 p.m. ET [2] - Participants are encouraged to register in advance for a seamless access experience during the call [2] - A live webcast of the call will be available on the Genpact Investor Relations website, with a replay and transcript posted shortly after the call concludes [2] Group 2: Company Overview - Genpact is recognized as an agentic and advanced technology solutions company, leveraging process intelligence and artificial intelligence to deliver measurable outcomes [3] - The company has a strong partner ecosystem and decades of client trust, providing innovative solutions that transform business operations [3] - Genpact's team is characterized by an active learning mindset and client-centricity, aimed at delivering lasting value for leading enterprises globally [3]

Group 1 - Dell Technologies Inc. is highlighted as a stock to watch this week, with positive sentiment surrounding its upcoming earnings and analyst meeting [1] - The company is recognized for its leadership in integrating artificial intelligence, particularly in collaboration with NVIDIA [1] - Michael Dell and his family office made a significant investment in the company when its stock price declined earlier this year, indicating confidence in its future performance [1] Group 2 - Dell Technologies provides a range of technology solutions, including storage systems, servers, networking products, and personal computing devices, along with consulting, support, and financing services [2]

Core Insights - Novanta Inc. will release its third quarter 2025 results on November 4, 2025 [1] - A conference call to discuss the results is scheduled for the same day at 8:30 a.m. ET [2] - The audio webcast replay will be available approximately three hours after the call and will remain accessible until December 29, 2025 [3] Company Overview - Novanta is a leading global supplier of core technology solutions for medical, life science, and advanced industrial original equipment manufacturers [4] - The company specializes in precision medicine, precision manufacturing, robotics and automation, and advanced surgery [4] - Novanta's growth is driven by a team of innovative professionals committed to innovation and customer success [4]