Powering and transforming financial markets Earnings Conference Call Fiscal Second Quarter 2026 February 3, 2026 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of w ...

Core Insights - Deutsche Börse Group's FX and digital assets unit 360T has partnered with Austrian crypto platform Bitpanda to enhance institutional access to crypto trading in Europe [1][2] - The collaboration aims to support financial institutions in offering crypto services while adhering to the Markets in Crypto-Assets Regulation (MiCA) [2][3] Partnership Details - The partnership will see 360T's 3DX operate as a MiCA-regulated trading venue utilizing institutional-grade technology, while Bitpanda will provide the necessary infrastructure for retail-facing crypto services [3] - This integration allows banks and financial firms to offer digital asset services to end-users without the need for complex in-house systems [3][4] Strategic Importance - Bitpanda's CEO emphasized that this partnership is a significant step towards developing the next generation of institutional crypto infrastructure in Europe, highlighting the region's role in shaping global digital asset markets through regulated frameworks [5] - The CEO of 360T noted that the integration with Bitpanda expands client options, particularly for institutions looking to support client-facing digital asset offerings without building sophisticated infrastructure [6] Future Cooperation - Both companies are exploring further areas of collaboration beyond trading, including connectivity, workflow integration, and infrastructure development [7]

Core Insights - Broadridge Financial Solutions reported strong second quarter results for fiscal year 2026, with recurring revenues growing by 9% and adjusted EPS increasing by 2% to $1.59, leading to an increase in the adjusted EPS growth outlook to 9-12% for the fiscal year [1][2][5] Financial Performance - Recurring revenues reached $1,070 million, up from $980 million, reflecting a 9% increase year-over-year [1][2] - Total revenues increased by 8% to $1,714 million compared to $1,589 million in the same quarter last year [1][2] - Operating income was $206 million, a slight decrease of 2% from $211 million, with an operating income margin of 12.0% [1][2] - Adjusted operating income rose by 1% to $265 million, with an adjusted operating income margin of 15.5% [1][2] Earnings Metrics - Diluted EPS increased by 102% to $2.42, compared to $1.20 in the prior year [1][2] - Adjusted EPS rose by 2% to $1.59 from $1.56 [1][2] - Net earnings doubled to $285 million, while adjusted net earnings increased by 1% to $187 million [1][2] Segment Performance - Investor Communication Solutions (ICS) total revenues increased by 7% to $1,233 million, driven by growth in digital revenues and the acquisition of Signal Agency Limited [1][2] - Global Technology and Operations (GTO) revenues rose by 9% to $480 million, with wealth and investment management growing by 12% [1][2] Guidance and Outlook - The company reaffirmed its fiscal year 2026 guidance for recurring revenue growth at the higher end of 5-7% and closed sales expected between $290 million and $330 million [1][2] - Adjusted operating income margin guidance remains at 20-21% [1][2] Recent Developments - On January 5, 2026, Broadridge completed the acquisition of Acolin Group Holdco Limited for approximately $70 million, enhancing its capabilities in cross-border fund distribution and regulatory services [2][5]

Core Thesis - EVERTEC, Inc. is viewed positively due to its low valuation multiples and consistent operational performance, suggesting a strong potential for growth in the financial technology sector [1][4][6] Valuation Metrics - As of January 29th, EVERTEC's share price was $29.25, with a trailing P/E of 12.71 [1] - The company has a price-to-sales ratio of 2.11, price-to-gross-profit of 4.23, price-to-earnings of 13.04, price-to-equity of 3.31, price-to-cash-flow-from-operations of 8.21, and price-to-free-cash-flow of 9.04, indicating notably low valuation multiples compared to peers [3] Growth Potential - Long-term averages suggest that EVERTEC can achieve approximately 10% revenue growth, 11% EPS growth, and 6-7% free cash flow expansion [3] - The combination of low multiples and consistent operational performance creates an appealing risk/reward profile, with potential upside linked to normalized market sentiment and continued organic growth [4][6] Investment Appeal - The current market pricing appears to have largely reflected the downside, leaving room for multiple expansion and inherent growth, which could limit downside risk while providing meaningful upside potential [5][6] - EVERTEC is particularly attractive for investors seeking steady, long-term compounding at an appealing entry point, as the market currently underestimates the durability and predictability of its performance [6]

Teradyne Inc. Trade - Ark Invest sold a total of 48,865 shares from ARKK, 111,768 shares from ARKQ, and 11,980 shares from ARKX, amounting to approximately $43.07 million [2] - Teradyne exceeded fourth-quarter earnings and revenue estimates, driven by demand related to AI, and provided a bullish outlook with first-quarter EPS and sales guidance significantly above expectations [2] - Management anticipates year-over-year growth across all segments in 2026, primarily led by compute [2] Robinhood Markets Inc. Trade - No specific details provided regarding trades involving Robinhood Markets Inc. in the available content [3] Alphabet Inc. Trade - Ark Invest purchased 33,287 shares for ARKQ and 4,458 shares for ARKX, totaling an investment of approximately $13.02 million [3] - Alphabet's stock rose by 1.88% to close at $344.90, driven by optimism surrounding its AI and cloud services [3] - Analysts expect Alphabet's upcoming earnings report to show strong growth, supported by advancements in AI and advertising demand [3] Other Key Trades - Benzinga Edge Stock Rankings indicate that Google Class C stock has a Value in the 23rd percentile and a Momentum score in the 92nd percentile [4]

分组1 - The article discusses the recent upgrade of SoFi Technologies (SOFI) amidst concerns following a selloff, indicating a poorly timed decision for the upgrade [1] - JR Research is identified as an opportunistic investor recognized for its performance in technology, software, and internet sectors, focusing on generating alpha above the S&P 500 [1] - The investment strategy emphasizes identifying stocks with strong growth potential and those that are undervalued, aiming for significant upside recovery possibilities [1] 分组2 - The investing group Ultimate Growth Investing is designed to help investors capitalize on growth stocks with solid fundamentals and robust buying momentum [1] - The analyst has no current positions in the mentioned companies and expresses personal opinions without compensation from any company [1]

分组1 - The article discusses the recent upgrade of SoFi Technologies (SOFI) amidst concerns following a selloff, indicating a poorly timed decision for the upgrade [1] - JR Research is identified as an opportunistic investor recognized for its performance in technology, software, and internet sectors, focusing on generating alpha above the S&P 500 [1] - The investment strategy emphasizes identifying stocks with strong growth potential and those that are undervalued, aiming for significant upside recovery possibilities [1] 分组2 - The investing group Ultimate Growth Investing is designed to help investors capitalize on growth stocks with solid fundamentals and robust buying momentum [1] - The analyst has no current positions in the mentioned companies and does not plan to initiate any within the next 72 hours, ensuring an unbiased perspective [1]

Core Viewpoint - Investors are selling off Robinhood (HOOD) shares amid a broader decline in cryptocurrencies, with Bitcoin dropping below $75,000, but the stock is now in oversold territory, indicating a potential near-term rebound [1]. Group 1: Stock Performance - Robinhood stock has decreased by over 25% from its year-to-date high [2]. - The 14-day relative strength index (RSI) for HOOD is approximately 23, indicating it is in oversold territory [1]. Group 2: Analyst Insights - Piper Sandler analyst Patrick Moley suggests that long-term investors should view the recent selloff as a buying opportunity for a quality stock at a significant discount [4]. - The end of the football season is seen as a "headwind" for Robinhood's prediction market revenue, which previously accounted for nearly half of its volume [4]. - Upcoming events like the Winter Olympics and NCAA basketball tournament are expected to help Robinhood offset revenue losses from the prediction market [5]. Group 3: Legislative Impact - Robinhood is expected to benefit from the CLARITY Act, a crypto market structure bill that may enhance blockchain adoption and expand its token offerings [6]. - The legislation is anticipated to help Robinhood scale its operations in the coming months [6]. Group 4: Long-term Outlook - Analysts believe Robinhood represents a strong play in the secular growth of retail trading and is on track to achieve "super app" status [7]. - The company has launched stocks and shares individual savings accounts (ISA) in the UK, which could enhance its revenue base and share price by 2026 [7]. Group 5: Market Sentiment - Wall Street analysts maintain a positive outlook on Robinhood, with a consensus rating of "Moderate Buy" and a mean price target of approximately $151 [10].

Robinhood stock (NASDAQ: HOOD) plunged over 10% on Monday, marking the stock's worst performance in the S&P 500 as a brutal crypto market sell-off collided with fading activity in the company's predic... ...

Core Insights - The Invesco NASDAQ Next Gen 100 ETF (QQQJ) is highlighted as a notable option for investors seeking exposure to promising tech stocks, despite the common focus on larger ETFs like QQQ and QQQM [1] - QQQJ, with a market capitalization of $883.64 million, primarily includes mid-cap and smaller large-cap stocks, featuring an average market cap of $23.88 billion across its 107 holdings [1] Group 1: ETF Overview - QQQJ has been operational for five years and serves as a proving ground for stocks aspiring to enter the Nasdaq-100 Index [1] - The ETF's holdings include companies that Morningstar identifies as top tech names, such as Fiserv and Akamai Technologies [1] Group 2: Notable Holdings - Fiserv (FISV), a key holding in QQQJ, is recognized for its core processing and complementary services for US banks, with shares considered 47% undervalued relative to a fair value estimate of $126 [1] - Akamai Technologies (AKAM) is another significant holding, noted for its investments in cloud computing and edge computing, with a strong network presence that positions it well against major competitors [1]