Core Viewpoint - Endava plc, a technology-driven business transformation group, will release its first-quarter results for the period ending September 30, 2025, on November 11, 2025, before U.S. market hours [1] Group 1: Financial Results Announcement - The results will be discussed in a conference call led by CEO John Cotterell and CFO Mark Thurston at 8:00 am ET [1] - Access information for the conference call includes a toll-free dial-in number and an international dial-in number, along with a webcast link [2] Group 2: Company Overview - Endava is a leading provider of next-generation technology services, focusing on helping clients accelerate growth and tackle complex challenges [3] - The company employs an AI-native approach, combining innovative technologies with deep industry expertise to support clients throughout their digital transformation [3] - Endava's client base includes various sectors such as payments, insurance, banking, technology, media, telecommunications, healthcare, and retail [4] - As of June 30, 2025, Endava has 11,479 employees working across Europe, the Americas, Asia Pacific, and the Middle East [4]

Core Insights - Lleida.net has achieved a cumulative EBITDA of €3.02 million at the end of Q3 2025, marking a 34% increase from €2.24 million in the same period last year [1] - The company's cumulative pre-tax profit reached €1.15 million, reflecting a significant increase of 182% compared to the previous year [2] - Sales for the first nine months of the year totaled €14.52 million, a 4% increase year-over-year, with a gross margin of €8.13 million, up 10% [3] Financial Performance - EBITDA without activations was €2.25 million, up 53% from last year [1] - The number of customers billed increased by 60% over the last twelve months, rising from 1,955 to 3,128 [3] - The number of invoices issued grew by 33%, from 4,686 to 6,226 compared to the same period last year [4] Company Overview - Lleida.net, founded in 1995, is a leading provider of certification, notification, and registered electronic signature services in Europe [4] - The company holds over 300 patents in more than 60 countries related to registered electronic notification, contracting, and signatures [4] - Lleida.net celebrated its 10th anniversary as a listed company last week [4]

Core Insights - Futu Holdings Limited Sponsored ADR (FUTU) and AppLovin (APP) are being compared for their value opportunities in the Technology Services sector [1] - Both companies currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] Valuation Metrics - FUTU has a forward P/E ratio of 21.77, significantly lower than APP's forward P/E of 69.81, suggesting that FUTU may be undervalued [5] - The PEG ratio for FUTU is 0.80, while APP's PEG ratio is 3.49, indicating that FUTU has a more favorable valuation when considering expected earnings growth [5] - FUTU's P/B ratio stands at 5.97, compared to APP's P/B of 186.67, further supporting the notion that FUTU is a better value option [6] Value Grades - Based on the valuation metrics, FUTU has earned a Value grade of B, while APP has received a Value grade of F, highlighting the disparity in their perceived value [6][7]

Core Insights - The article discusses the trends in artificial intelligence (AI) in China, highlighting the shift towards efficiency competition and the emergence of a new paradigm of human-AI collaboration in smart city development [1] Group 1: AI Trends in China - Current trends in Chinese AI include engineering innovation, open-source ecosystems, a shift from scale competition to efficiency competition, and the formation of application advantages through industry integration [1] - The concept of "Smart City 4.0" is introduced, which enhances traditional smart cities by integrating a "city brain" with advanced capabilities, reducing reliance on human intervention [1] Group 2: Lenovo's City Super Intelligent Body - Lenovo's City Super Intelligent Body is described as a cognitive operating system that serves as a multi-modal, cross-platform intelligent hub, acting as the main entry point for AI needs [2] - The architecture of the City Super Intelligent Body is based on a "1+N intelligent body" model, where a central hub coordinates multiple domain-specific intelligent bodies for urban governance and social services [2] - The goal is to transform smart city development from hardware-centric approaches to AI-driven operational cycles, enhancing the overall intelligence of urban governance and services [2]

Company Overview - Duos Technologies Group, Inc. (DUOT) shares increased by 6.5% to close at $10.1, supported by strong trading volume, and have gained 26.2% over the past four weeks [1] - The company is deploying a fleet of 850MW mobile gas turbines and has launched its first production unit for its Edge Data Center business [1] Financial Performance - The upcoming quarterly report is expected to show a loss of $0.12 per share, reflecting a year-over-year improvement of 50% [2] - Revenues are projected to be $7.3 million, representing a significant increase of 125.3% compared to the same quarter last year [2] Earnings Estimates - The consensus EPS estimate for Duos Technologies has been revised 120% higher in the last 30 days, indicating a positive trend that typically leads to price appreciation [3] - A strong correlation exists between earnings estimate revisions and near-term stock price movements, suggesting potential for further strength in DUOT [3] Industry Context - Duos Technologies operates within the Zacks Technology Services industry, which includes other companies like MindWalk Holdings Corp. (HYFT) [4] - MindWalk Holdings Corp. has a consensus EPS estimate of -$0.01, unchanged over the past month, but showing an 85.7% improvement year-over-year [5]

Group 1: Digi Power X Inc. (DGXX) - Digi Power X Inc. shares increased by 25.7% to $5.77 in the last trading session, with a notable trading volume, and have gained 97.9% over the past four weeks, driven by rising demand in enterprise AI, data-intensive sectors, and fintech [1] - The company is expected to report a quarterly loss of $0.11 per share, reflecting a year-over-year change of +35.3%, with revenues projected at $8.8 million, down 4.1% from the previous year [2] - The consensus EPS estimate for Digi Power X has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2: Industry Context - Digi Power X Inc. is part of the Zacks Technology Services industry, which includes BlackSky Technology Inc. (BKSY), whose shares fell by 1.4% to $23.32, but have returned 19.9% over the past month [4] - BlackSky Technology's consensus EPS estimate for the upcoming report is -$0.37, representing a year-over-year change of +43.9%, and it also holds a Zacks Rank of 3 (Hold) [5]

Core Insights - Pico announced a strategic collaboration with AMD to enhance its technology services and hardware ecosystem for financial markets [1][2] - The integration of AMD enterprise solutions aims to provide clients with advanced infrastructure, improving latency and throughput for competitive advantage [2] - AMD's technologies, including Solarflare Ethernet Adapters and EPYC Processors, are designed to meet the demands of latency-sensitive industries, enhancing trading and market data infrastructure [2] Company Overview - Pico is a leading global provider of technology services for the financial markets, serving banks, exchanges, trading firms, hedge funds, and fintech providers [3] - The company offers a portfolio of low-latency market solutions and operates PicoNet™, a comprehensive network platform that provides analytics and telemetry [3] - Pico's services enable clients to gain operational advantages in the fast-paced financial markets [3]

Company Performance - Bitfarms Ltd. closed at $4.54, down 1.52% from the previous session, underperforming the S&P 500's gain of 1.23% [1] - Prior to this trading day, Bitfarms shares had increased by 81.5%, significantly outperforming the Business Services sector, which saw a loss of 5.43%, and the S&P 500's gain of 2.45% [1] Upcoming Earnings - The upcoming EPS for Bitfarms is projected at -$0.02, reflecting a 77.78% increase compared to the same quarter last year [2] - Revenue is expected to be $83.11 million, indicating an 85.31% growth year-over-year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at -$0.15 per share, a decrease of 7.14% from the previous year, while revenue is projected at $314.54 million, representing a growth of 63.07% [3] - Recent changes in analyst estimates indicate a dynamic business trend, with positive revisions suggesting analyst optimism about profitability [3] Analyst Ratings - The Zacks Rank system, which assesses estimate changes, currently rates Bitfarms at 4 (Sell), with a recent decline of 16.67% in the EPS estimate over the past month [5] - The Zacks Rank has a historical track record of outperforming, with stocks rated 1 yielding an average annual return of +25% since 1988 [5] Industry Context - Bitfarms operates within the Technology Services industry, which is part of the Business Services sector, currently holding a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [6]

Company Overview - V2X (VVX) is expected to report a year-over-year decline in earnings of -4.7%, with an estimated earnings per share (EPS) of $1.23 for the quarter ended September 2025 [3] - Revenue is projected to be $1.14 billion, reflecting a year-over-year increase of 5.8% [3] Earnings Expectations - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - The Most Accurate Estimate for V2X is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.81%, suggesting a bearish outlook from analysts [12] Historical Performance - V2X has a history of beating consensus EPS estimates, having done so in the last four quarters, including a surprise of +33.00% in the most recent quarter where it reported earnings of $1.33 per share against an expectation of $1.00 [13][14] Market Sentiment - The stock may experience upward movement if the upcoming earnings report exceeds expectations, while a miss could lead to a decline [2] - Despite the negative Earnings ESP, the stock currently holds a Zacks Rank of 3, making it challenging to predict a definitive earnings beat [12] Industry Comparison - In the Zacks Technology Services industry, SPX Technologies is expected to report earnings of $1.61 per share, representing a year-over-year increase of +15.8%, with revenues projected at $572.54 million, up 18.4% [18][19] - SPX Technologies has a positive Earnings ESP of +0.21% and a Zacks Rank of 2, indicating a higher likelihood of beating consensus EPS estimates [20]

Company Overview - Unusual Machines, Inc. (UMAC) shares increased by 8.1% to $12.84 in the last trading session, following a period of 9.4% loss over the past four weeks, indicating a significant recovery [1] - The company is benefiting from strong enterprise sales, favorable tariffs and regulations for domestic drone companies, and the expansion of Rotor Riot's operations, which is enhancing profit margins [1] Earnings Expectations - UMAC is expected to report quarterly earnings of $0.13 per share, reflecting a year-over-year increase of 143.3% [2] - Revenue projections stand at $2.76 million, representing an 80.4% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for UMAC has been revised 71.4% higher in the last 30 days, suggesting a positive trend that typically correlates with stock price appreciation [3] - Monitoring UMAC is advised to see if the recent price jump can lead to sustained strength in the stock [3] Industry Context - UMAC holds a Zacks Rank of 2 (Buy), indicating a favorable outlook within the Zacks Technology Services industry [4] - In contrast, The Real Brokerage Inc. (REAX), another company in the same industry, has seen a decline of 16.8% over the past month and currently holds a Zacks Rank of 3 (Hold) [4][5]