Unisys (NYSE:UIS) Q4 2025 Earnings call February 25, 2026 08:00 AM ET Speaker5Please note, this event is being recorded. I would now like to turn the conference over to Mikayla Pawlowski, Vice President of Investor Relations. Please go ahead.Thank you, operator. Good morning, everyone. Thank you for joining us. Yesterday afternoon, Unisys released its fourth quarter and full year 2025 financial results. Joining me to discuss those results are Mike Thompson, our CEO and President, and Deb McCann, our CFO. As ...

Performance was driven by consistent execution of a pension removal strategy and streamlining corporate costs, reducing SG&A as a percent of revenue by nearly 300 basis points over three years. The company achieved its third consecutive year of substantial upside in License and Support (L&S) revenue, exceeding original expectations by nearly $40,000,000 due to higher client consumption and longer contract terms. Management attributes improved market perception to elevated industry analyst recognition, ...

Fourth Quarter & Full-Year 2025 Financial Results Mike Thomson Chief Executive Officer & President Deb McCann Chief Financial Officer FEBRUARY 24, 2026 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Unisys cautions readers that the assumptions forming the basis for fo ...

Core Viewpoint - The Nifty IT Index is experiencing structural weakness rather than cyclical downturn, with significant concerns regarding its future performance [1][15]. IT Sector Analysis - The market reacts quickly to structural disruptions, similar to the Covid crash, leading to fear-driven repricing of IT stocks [2][15]. - Key concerns include elevated valuations based on long-term growth assumptions, structural AI disruption to traditional IT services, and technical breakdowns in large and midcap IT stocks [5][15]. - The Nifty IT Index has broken crucial support at 31,000, with potential downside targets of 28,400 and 26,000 over the next 12-18 months [6][15]. - Short-term rallies in IT stocks are expected to be sold into, indicating a lack of sustained recovery [7][15]. Market Overview - The Nifty may remain range-bound due to the heavy weight of IT stocks, despite strong domestic liquidity, including ₹30,000 crore monthly SIP inflows [8][15]. - Capital is rotating towards value themes, with a preference for sectors like PSU banks, PSU energy, and metals [9][15]. Sector Preferences - Preferred sectors include PSU banks, which are seen as proxies for the India value story, and energy-linked PSUs that could benefit from rising crude oil prices [10][12][15]. - Metal stocks are projected to have a 15-20% upside, while the broader PSU basket could deliver 25-30% gains [11][15]. - Stocks with PE multiples between 8 and 20 are attracting investment flows, indicating a shift towards value investing [11][15]. Investment Strategy - The current market environment is described as "bipolar," with IT and select heavyweights underperforming while value sectors are at or near lifetime highs [14][15]. - Investors are advised to avoid bottom-fishing in structurally weak sectors and focus on areas with positive momentum, favorable valuations, and strong liquidity [14][15].

Equity benchmarks surrendered most of their early gains by Wednesday afternoon, with the Sensex slipping into marginal negative territory and the Nifty holding on to a slim advance, as sectoral divergence widened and banking stocks weighed on the broader recovery that had begun at the open following Tuesday’s AI-led selloff.As of 1 pm, the Sensex was trading at 82,208.90, down 17.02 points or 0.02 per cent from its previous close of 82,225.92, having opened at 82,530.12. The Nifty 50 stood at 25,471.65, up ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Indian shares trail regional peers on $68.6 billion IT rout over AI concerns February 25, 20263:23 AM UTCUpdated ago By Bharath Rajeswaran Figurines with computers and smartphones are seen in front of the words "Artificial Intelligence AI" in this illustration created on February 19, 2024. REUTERS/Dado Ruvic/File Photo Purchase Licensing Rights, opens new tab Feb 25 (Reuters) - Indian shares h ...

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the Cheap NASDAQ Stocks To Buy in 2026. On February 17, Cognizant Technology Solutions Corporation (NASDAQ:CTSH) announced expanding its partnership with Wallenius Wilhelmsen, which is a leading international logistics company. ​Under the expanded partnership, Cognizant will provide broader technology services to Wallenius, including support for core business applications and IT infrastructure. This will enable Wallenius to evolve as an in ...

CSP Inc. (CSPI) operates in a fast-moving, highly competitive tech landscape where rapid innovation heightens both opportunity and risks. Its IT integration and VAR business faces pricing pressure from large national providers and OEMs, while its cybersecurity segment competes against well-funded global players.At the same time, macroeconomic and geopolitical uncertainties, including global conflicts, shifting trade policies, new U.S. tech tariffs, currency swings and supply-chain volatility, add complexity ...

Core Insights - Rick Jordan, CEO of Frequency Holdings, Inc. (OTC: FRQN), will appear on Tim Pool's Timcast IRL to discuss government overreach, the DHS shutdown, and the intersection of politics with AI and cybersecurity [1][4][5] Company Overview - Frequency Holdings, Inc. is a U.S.-based technology holding company focused on cybersecurity-first IT services, artificial intelligence, digital identity, and critical infrastructure [10] - The company operates and acquires independent brands with a long-term, operator-led philosophy aimed at building meaningful businesses and creating durable shareholder value [10] Industry Context - The Department of Homeland Security is currently experiencing a partial shutdown due to Senate Democrats blocking a funding bill, which has led to employees working without pay [4] - The TSA PreCheck program was briefly suspended during the shutdown but was reinstated after public backlash highlighted the impact on air travelers [4]

We came across a bullish thesis on Booz Allen Hamilton Holding Corporation on Caffeinated Memos’s Substack. In this article, we will summarize the bulls’ thesis on BAH. Booz Allen Hamilton Holding Corporation's share was trading at $89.01 as of February 6th. BAH’s trailing and forward P/E were 13.21 and 14.84 respectively according to Yahoo Finance. Helport AI Rises Fast in Southeast Asia BNPL Space via Atome Partnership Booz Allen Hamilton Holding Corporation, a technology company, provides technology s ...