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UPDATE - OHA Leads Private Debt Financing Supporting Majesco's Acquisition of Vitech
Globenewswire· 2026-01-09 18:48
New York, New York, Jan. 09, 2026 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”) served as Administrative Agent and Lead Left Arranger for a private unitranche financing supporting Majesco’s acquisition of Vitech Systems Group (“Vitech”) and a concurrent refinancing. Majesco, a portfolio company of Thoma Bravo, is a leading provider of cloud-native, AI-native software for insurers in the property and casualty (P&C) and life, annuity and health (L&AH) sectors. Vitech is a complementary provider of cloud-nativ ...
UPDATE - OHA Leads Private Debt Financing Supporting Majesco’s Acquisition of Vitech
Globenewswire· 2026-01-09 18:48
New York, New York, Jan. 09, 2026 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”) served as Administrative Agent and Lead Left Arranger for a private unitranche financing supporting Majesco’s acquisition of Vitech Systems Group (“Vitech”) and a concurrent refinancing. Majesco, a portfolio company of Thoma Bravo, is a leading provider of cloud-native, AI-native software for insurers in the property and casualty (P&C) and life, annuity and health (L&AH) sectors. Vitech is a complementary provider of cloud-nativ ...
Prediction: This Artificial Intelligence (AI) Stock Is Going to Crush Palantir Once Again in 2026
Yahoo Finance· 2026-01-09 18:23
Key Points The booming demand for data center storage has proven to be a significant tailwind for this company over the past year. A favorable pricing environment should allow this tech stock to clock healthy growth in revenue and earnings. The stock's attractive valuation makes it worth buying before it soars higher. 10 stocks we like better than Western Digital › Palantir Technologies (NASDAQ: PLTR) delivered another year of stellar returns in 2025, driven by an acceleration in its growth. The ...
Microsoft: Super-Investors Are Trimming Their Top Position (NASDAQ:MSFT)
Seeking Alpha· 2026-01-09 18:06
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1 No-Brainer Tech Vanguard ETF to Buy Right Now for Less Than $1,000
Yahoo Finance· 2026-01-09 17:48
Group 1 - The Vanguard Information Technology ETF (VGT) offers a low-cost entry into the tech sector with an expense ratio of 0.09% and a share price of approximately $757 as of January 5, 2026 [2][5] - The ETF tracks the MSCI US Investable Market Index (IMI)/Information Technology 25/50 index, holding over 300 stocks, with significant weightings in major companies like Nvidia (16.6%), Apple (15.3%), and Microsoft (12.4%) [5][6] - Despite a concentration in a few large stocks, the ETF provides exposure to various subcategories within the tech sector, including semiconductors, software, and hardware [7] Group 2 - The tech sector is experiencing a significant boom, driven by innovations such as artificial intelligence, making it a compelling investment opportunity for both short- and long-term strategies [1][3][8] - Current high valuations in tech stocks do not deter their importance in investor portfolios, although there are risks associated with capital expenditures and potential economic slowdowns [9]
Why Is Adobe (ADBE) Down 3.3% Since Last Earnings Report?
ZACKS· 2026-01-09 17:31
It has been about a month since the last earnings report for Adobe Systems (ADBE) . Shares have lost about 3.3% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Adobe due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Adobe Inc. before we dive into how investors and analysts have reacted as ...
Why Is Oracle (ORCL) Down 4.6% Since Last Earnings Report?
ZACKS· 2026-01-09 17:31
Core Viewpoint - Oracle's recent earnings report shows strong growth in cloud services, particularly driven by AI demand, despite a slight decline in overall share performance compared to the S&P 500 [1][2]. Financial Performance - Oracle reported Q2 fiscal 2026 non-GAAP earnings of $2.26 per share, exceeding estimates by 38.65% and increasing 54% year over year in USD [3]. - Total revenues rose 14% year over year to $16.1 billion, with cloud infrastructure growth being a significant contributor [4]. - Cloud infrastructure revenues surged 68% to $4.1 billion, with GPU-related revenues growing 177% [6]. Revenue Breakdown - Revenues from the Americas increased 17.2% to $10.47 billion, while Europe/Middle East/Africa grew 11.2% to $3.76 billion [5]. - Total cloud revenues (SaaS plus IaaS) increased 34% to $8 billion, now accounting for 50% of Oracle's overall revenue [9]. Cloud Services Growth - Cloud database services revenues climbed 30%, with Autonomous Database revenues rising 43% and Multicloud consumption increasing 817% [7]. - Cloud application revenues reached $3.9 billion, up 11% [8]. Operating Expenses and Income - Non-GAAP total operating expenses increased 17% to $9.3 billion, while non-GAAP operating income rose 10% to $6.7 billion [14]. - Operating margin stood at 42% on a non-GAAP basis [14]. Cash Flow and Investments - As of Nov. 30, 2025, Oracle had cash and cash equivalents of $19.2 billion, with capital expenditures totaling approximately $8.1 billion [15]. - Free cash flow was negative $7.3 billion, primarily due to significant investments in data center capacity [16]. Remaining Performance Obligations - Remaining Performance Obligations reached $523 billion, up $68 billion sequentially, with a 438% increase from the prior year [17]. Shareholder Returns - Oracle repurchased shares for $95 million and paid out $2.85 billion in dividends during the six-month period for fiscal 2025 [18]. Guidance - For Q3 fiscal 2026, Oracle expects total cloud revenue growth of 37% to 41% in constant currency and 40% to 44% in USD [20]. - Full-year fiscal 2026 revenue expectation remains at $67 billion, with an additional $4 billion expected in fiscal 2027 due to new RPO [21]. Market Sentiment - Since the earnings release, there has been an upward trend in fresh estimates for Oracle [22]. - Oracle holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [24].
Synopsys (SNPS) Up 7.8% Since Last Earnings Report: Can It Continue?
ZACKS· 2026-01-09 17:31
It has been about a month since the last earnings report for Synopsys (SNPS) . Shares have added about 7.8% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Synopsys due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.Synopsys Q4 Earnings ...
Adobe Stock Falls. Shares ‘Will Remain Range-Bound' As Competition Heats Up, Analyst Says.
Barrons· 2026-01-09 17:24
BMO Capital Markets analyst Keith Bachman downgraded shares of Adobe to Market Perform from Outperform. ...
Bernstein expects Bitcoin to Rise, Strategy (MSTR) Buys More Bitcoin
Yahoo Finance· 2026-01-09 17:08
Strategy Inc (NASDAQ:MSTR) is one of the 12 Stocks that Will Bounce Back According to Wall Street Analysts. On January 6, Bernstein analyst Gautam Chhugani released his 2026 crypto outlook. Chhugani forecasts that Bitcoin could rise to $150,000, with a peak cycle target of $200,000 in 2027. This outlook comes despite a weak finish to 2025 for the cryptocurrency. Chhugani also pointed out that Strategy Inc’s (NASDAQ:MSTR) premium is expected to return as Bitcoin prices recover. In other news, on January 5, ...