分组1 - Zacks Premium offers various tools for investors, including daily updates, access to Zacks Rank and Industry Rank, and Premium stock screens to enhance investment confidence [1][2] - The Zacks Style Scores categorize stocks into Value, Growth, Momentum, and VGM Scores, helping investors identify stocks with the best chances of outperforming the market [2][6] - The Zacks Rank model has shown high success, with 1 (Strong Buy) stocks yielding an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [8] 分组2 - EPAM Systems, Inc. is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A and a Value Style Score of B, indicating attractive valuation metrics [12][13] - The forward P/E ratio for EPAM is 11.09, making it appealing to value investors [12] - An upward revision of earnings estimates for fiscal 2026 has increased the Zacks Consensus Estimate to $12.55 per share, with an average earnings surprise of +4.4% [13]

Core Viewpoint - Republic Power Group Limited announced a 1-for-20 reverse share split for its Class A and Class B ordinary shares, effective February 23, 2026, to comply with Nasdaq's minimum bid price requirement of $1.00 per share [1]. Group 1: Reverse Share Split Details - The reverse share split will adjust the Class A Ordinary Shares' par value from $0.000625 to $0.0125 per share, with trading on Nasdaq continuing under the symbol "RPGL" [1]. - The number of issued and outstanding Class A Ordinary Shares will decrease from 62,025,000 to approximately 3.1 million shares, subject to adjustments for fractional shares [1]. - No fractional shares will be issued; all fractional interests will be rounded up to the nearest whole number of Class A Ordinary Shares [1]. Group 2: Company Background - Republic Power Group Limited is based in Singapore and specializes in developing customized enterprise resource planning (ERP) software solutions, consulting, technical support services, and peripheral hardware [1].

Core Viewpoint - EPAM Systems forecasts first-quarter results that align with analyst estimates, driven by continued investment in AI-enhanced systems by companies, which boosts demand for its IT services [1] Financial Performance - EPAM expects first-quarter revenue to be between $1.38 billion and $1.40 billion, with the midpoint matching analysts' estimates [1] - The company anticipates adjusted profit per share in the range of $2.70 to $2.78, also in line with estimates [1] - For the fourth quarter, EPAM reported revenue of $1.41 billion, exceeding analysts' expectations of $1.39 billion, and an adjusted EPS of $3.26, which was above estimates [1] Market Reaction - Shares of EPAM fell more than 4% in premarket trading following the forecast announcement [1]

Core Insights - The company is transitioning from labor-based delivery to labor-led services supported by proprietary GenAI platforms [1] - Performance in Global S&BT and Oracle segments was affected by market confusion regarding GenAI technologies and the company's shift towards AI-integrated offerings [1] - The SAP Solutions segment experienced a 32% growth driven by strong software sales and successful S/4HANA cloud migrations, with sustained demand expected throughout the year [1] - The company claims a competitive advantage through 'Hackett Solution Language Models' and proprietary benchmarks that enhance high-ROI AI deployment [1] - A significant 'automation expansion' opportunity is identified, with the total addressable market for cognitive automation estimated to be 3x to 5x larger than current static rule-based footprints [1] - Strategic acquisitions, particularly LeewayHertz, have been integrated to enhance engineering capabilities for agentic design and technical solutioning [1]

Core Insights - The company reported strong fourth quarter results for 2025, achieving a consolidated net sales growth of 10.4% year-over-year, alongside an increase in adjusted EBITDA and adjusted EBITDA margin [1][32][35] - The company accelerated its share buyback program, repurchasing approximately 1,300,000 shares in the fourth quarter, totaling about 3,600,000 shares for the year, which is approximately 12% of the outstanding shares [1][47] Financial Performance - Consolidated adjusted EBITDA grew by $14.1 million, or approximately 44% year-over-year, with an adjusted EBITDA margin of 26.6%, up approximately 630 basis points from the previous year [4][35] - For the full year 2025, adjusted EBITDA reached $239.8 million, a 10.4% increase from 2024, with a record adjusted EBITDA margin of 31.3%, up approximately 350 basis points [5][6] - The company reported total net sales of $172.5 million for the fourth quarter, exceeding guidance and reflecting higher capital markets transactional revenue [32][40] Business Segments - The Capital Markets Software Solutions segment saw net sales of $60 million, a 20% increase year-over-year, driven by strong performance from Venue and ActiveDisclosure [36] - ActiveDisclosure sales increased by 20.2% year-over-year, with total subscription revenue up approximately 12%, indicating a strong growth trajectory [37][39] - The Investment Companies Software Solutions segment reported net sales of $30.9 million, a slight decrease of 2.2% year-over-year, attributed to tough comparisons with the previous year's strong performance [43] Strategic Initiatives - The company is transitioning to a new phase of growth, focusing on increasing the mix of recurring revenue, which is approaching 80% of total revenue, while managing costs effectively [25][26] - New product introductions in 2025 included the Venue virtual data room and ArcFlex for alternative investments, which are expected to drive future growth [18][15] - The company is leveraging artificial intelligence across its product offerings and internal operations to enhance efficiency and productivity [21][23] Market Outlook - The company anticipates continued solid growth in its software solutions, particularly in ActiveDisclosure and Venue, while expecting a decline in print and distribution sales due to long-term market trends [48][49] - For the first quarter of 2026, the company projects consolidated net sales between $200 million and $210 million, with an adjusted EBITDA margin of 33% to 35% [50]

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a communication method, device, computer-readable medium, and electronic equipment, with the patent announcement number CN116074972B and an application date of July 2019 [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The company has a registered capital of 2 million USD [1] - According to data analysis from Tianyancha, Tencent Technology has invested in 15 companies, participated in 282 bidding projects, and has 5,000 trademark records and 5,000 patent records [1] - Additionally, the company holds 574 administrative licenses [1]

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a "content sharing method, device, computer equipment, and storage medium," with the authorization announcement number CN115373867B, and the application date was May 2021 [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] - According to data analysis from Tianyancha, Tencent Technology (Shenzhen) Co., Ltd. has invested in 15 companies, participated in 282 bidding projects, has 5000 trademark information entries, 5000 patent information entries, and holds 574 administrative licenses [1]

Group 1 - The core point of the article is that Beijing Xiaomi Mobile Software Co., Ltd. has obtained a patent for a "positioning method and device," with the authorization announcement number CN116195314B, and the application date was December 2022 [1] - Beijing Xiaomi Mobile Software Co., Ltd. was established in 2012 and is located in Beijing, primarily engaged in software and information technology services [1] - The registered capital of Beijing Xiaomi Mobile Software Co., Ltd. is 148.8 million RMB [1] Group 2 - The company has made investments in 4 enterprises and has participated in 152 bidding projects [1] - Beijing Xiaomi Mobile Software Co., Ltd. holds a total of 5,000 patent information records and has 123 administrative licenses [1]

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a "video synthesis method, device, computer equipment, and storage medium," with the authorization announcement number CN112822542B, and the application date was August 2020 [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] - The company has invested in 15 enterprises, participated in 282 bidding projects, and has 5,000 trademark records and 5,000 patent records [1] - Additionally, the company holds 574 administrative licenses [1]

Group 1 - The core point of the article is that Beijing Xiaomi Mobile Software Co., Ltd. has obtained a patent for a method and device related to data transmission and reception, indicating ongoing innovation in technology [1] - The patent was granted with the announcement number CN114080847B, and the application date was June 2020, showcasing the company's commitment to research and development [1] - Beijing Xiaomi Mobile Software Co., Ltd. was established in 2012 and is primarily engaged in software and information technology services, with a registered capital of 148.8 million RMB [1] Group 2 - The company has made investments in 4 enterprises and participated in 152 bidding projects, reflecting its active role in the market [1] - It holds a significant number of intellectual property assets, with 5000 patent records and 123 administrative licenses, indicating a robust portfolio [1]