Key Takeaways UIS launched three AI cloud solutions to boost operations and integrate AI into core enterprise systems. The company faces rising competition from MSFT's Copilot and PLTR's AIP in the agentic AI space. UIS expects 2026 EPS to grow 120.7% and trades at a low 0.15x forward P/S, signaling strong upside potential.With the current market rapidly shifting its focus toward AI solutions for seamless and more efficient business operations, Unisys Corporation (UIS) is stepping up its game in this cont ...

Core Insights - Blackbaud, Inc. (BLKB) and Constant Contact have launched an integration aimed at enhancing digital engagement in the social impact sector by embedding Constant Contact's AI-driven marketing tools into Blackbaud's Raiser's Edge NXT [1][9] Group 1: Integration Benefits - The integration allows social impact organizations to engage supporters through a unified interface, utilizing email, SMS, social media, and other digital marketing channels directly within Raiser's Edge NXT [2] - Users of Raiser's Edge NXT will benefit from improved supporter engagement through customized campaigns, with Constant Contact's AI tools facilitating rapid campaign creation, including content suggestions and scheduling [3] - The integration eliminates manual data transfers, enhancing automation, preference management, and data synchronization, thereby streamlining operations [3][6] Group 2: Product Rollout and Future Plans - The integration is being rolled out in phases, starting this month with select Raiser's Edge NXT customers, with general availability expected by early August [5] - Blackbaud plans to expand its product portfolio and accelerate product launches, focusing on cloud software solutions and advanced technologies, with investments anticipated in 2025 [7] Group 3: Market Position and Performance - Blackbaud currently holds a Zacks Rank of 3 (Hold), with its shares declining by 12% over the past year, contrasting with a 13.2% growth in the Computer – Software industry [8]

Group 1 - Dell Technologies (DELL) has shown a year-to-date return of approximately 7.9%, outperforming the average return of 7% for the Computer and Technology sector [4] - The Zacks Consensus Estimate for DELL's full-year earnings has increased by 6.8% over the past quarter, indicating improved analyst sentiment and earnings outlook [4] - Dell Technologies holds a Zacks Rank of 1 (Strong Buy), suggesting a favorable investment outlook based on earnings estimates and revisions [3] Group 2 - Dell Technologies is part of the Computer - Micro Computers industry, which is currently ranked 90 in the Zacks Industry Rank, with an average loss of 15.6% for stocks in this group this year [6] - In contrast, Advantest Corp. (ATEYY), another strong performer in the Computer and Technology sector, has returned 33.2% year-to-date and is part of the Electronics - Measuring Instruments industry, ranked 26 [5][7] - The Electronics - Measuring Instruments industry has seen a positive movement of +2.4% since the beginning of the year, indicating a stronger performance compared to the Micro Computers industry [7]

Core Insights - Wix.com Ltd. has partnered with Monotype Imaging Inc. to significantly enhance its font library, providing users access to a diverse range of high-quality typefaces that support unique brand identities [1][2][9] - The collaboration aims to cater to various users, including small business owners, entrepreneurs, and creative agencies, by offering a globally inclusive and stylistically varied library [2][3] - Wix's commitment to improving design tools reflects its transition from a template-based website builder to a comprehensive design platform, emphasizing ease of use and extensive customization options [3] Strategic Initiatives - Wix is investing in AI capabilities, Studio, and commerce platforms to advance its strategic priorities, including a partnership with Alibaba.com to enhance global trade opportunities for digital entrepreneurs and small businesses [4] - The company has also partnered with ActiveCampaign to provide an all-in-one solution for businesses, simplifying website and marketing tools to boost customer engagement [5] - Wix aims to achieve the "Rule of 45" by 2025, focusing on balancing revenue growth with improved operating efficiencies, driven by strong execution in AI and operational cost management [6] Market Outlook - Despite ongoing economic uncertainty, Wix remains cautious about its full-year outlook, particularly regarding its Business Solutions unit, which is sensitive to consumer spending [7] - The company's stock has experienced a decline of 26% over the past six months, compared to a 5.4% decline in the Computers - IT Services industry [8]

Core Insights - Salesforce, Inc.'s Data Cloud is experiencing significant growth, with annual recurring revenues (ARR) increasing by 120% year over year, surpassing $1 billion in the first quarter of fiscal 2025 [1][9] - The integration of Data Cloud with artificial intelligence (AI) features is evident, as nearly 60% of Salesforce's top 100 deals in the first quarter included both [2][9] - Data Cloud is essential for Salesforce's digital labor and intelligent automation initiatives, particularly in conjunction with the new AI-based product, Agentforce [3] Company Performance - Salesforce has utilized Data Cloud to enhance internal efficiency, notably reducing lead routing time from 20 minutes to 19 seconds in Slack [4] - The company's stock has declined by 18.1% year to date, contrasting with a 16.5% increase in the Zacks Computer – Software industry [8] Competitive Landscape - Salesforce's Data Cloud faces competition from Microsoft and Snowflake, both of which are prominent in enterprise data management [5] - Microsoft leverages its Azure Data services, which integrate with its broader ecosystem, providing a strong alternative for businesses already using Azure [6] - Snowflake specializes in cloud-based data warehousing, focusing solely on data management, which allows for easy storage, processing, and sharing of large volumes of data [7] Valuation and Earnings Estimates - Salesforce trades at a forward price-to-earnings ratio of 23.07, significantly lower than the industry average of 34.23 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings increase of approximately 10.8% for fiscal 2026 and 11.5% for fiscal 2027, with upward revisions in estimates over the past 30 days [11]

Market Overview - The S&P 500 rose by 5% in June, driven by optimism regarding trade deals, a ceasefire in the Middle East, and potential interest rate cuts in 2025 [1] - Positive economic indicators, including strong manufacturing data, increased factory orders, and a favorable jobs report for June, alleviated recession fears [1] July Market Conditions - As July begins, the job market remains robust, inflation is cooling, and companies are set to announce earnings [2] - Trade disagreements may cause short-term market fluctuations, but new trade agreements could provide additional momentum [2] Stock Recommendations - Recommended stocks based on relative price strength include Dell Technologies Inc. (DELL), Jabil Inc. (JBL), Phibro Animal Health Corporation (PAHC), and Hudbay Minerals Inc. (HBM) [3][9] Relative Price Strength Strategy - Investors should assess stocks based on earnings growth and valuation multiples, while also considering their performance relative to industry peers [4] - Underperforming stocks should be avoided, while those outperforming their sectors in price should be prioritized for potential returns [5] Investment Criteria - Stocks that have outperformed the S&P 500 over the past 1, 4, and 12 weeks, along with positive earnings estimate revisions, indicate growth potential [6][8] - A focus on analyst optimism regarding upcoming earnings is crucial, as upward revisions can lead to price gains [7] Screening Parameters - Stocks must show positive relative price changes over 1, 4, and 12 weeks, and have positive current-quarter estimate revisions [8] - Stocks must have a minimum price of $5 and an average 20-day volume of at least 50,000 for adequate liquidity [10] Company Profiles - **Dell Technologies Inc. (DELL)**: Market cap of $84.7 billion, expected EPS growth of 16% year-over-year for fiscal 2026, with a trailing earnings surprise of 2.3% [11][12] - **Jabil Inc. (JBL)**: Expected EPS growth rate of 16.6% over three to five years, with a 102% share price increase in the past year [13][14] - **Phibro Animal Health Corporation (PAHC)**: Market cap of $1.2 billion, expected EPS growth of 71.4% for fiscal 2025, with a 75.7% share price increase in the past year [14][15] - **Hudbay Minerals Inc. (HBM)**: Expected EPS growth rate of 51.7% over three to five years, with a 43.8% year-over-year growth estimate for 2025 and a 17.6% share price increase in the past year [16][17]

Group 1 - Dell is primarily known for its laptops, but its servers are also a significant product line, especially with the rising demand for AI servers and AI PCs [1][3] - Over the past 30 years, Dell's revenue has shown a continuous upward trend, nearing $100 billion, as the company has successfully navigated multiple technological waves [1][3] - The article discusses Dell's ability to sustain growth in a competitive PC market and its recent entry into the AI sector [3][4] Group 2 - Dell's evolution can be divided into four key phases: direct sales model, internet empowerment, crisis period, and transformation into a full-stack IT service provider [4][10] - The initial phase (1984-1990) focused on a direct sales model that reduced operational costs by 15%-20% and improved response times to 72 hours [5] - The expansion phase (1991-2004) saw Dell leverage the internet, increasing daily online sales from $1 million to $50 million by 2000 [6][7] Group 3 - The crisis period (2005-2013) was marked by a loss of market share and a significant drop in profits, leading to the company's privatization in 2013 [8] - Since 2013, under the leadership of founder Michael Dell, the company has transformed into a comprehensive IT service provider, acquiring EMC for $67 billion in 2016 [10] - Dell's core business is now divided into Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG), with a near 1:1 revenue split between the two [10][11] Group 4 - Dell's server business is currently a focal point, with expectations that AI servers will account for about 20% of ISG revenue [13][16] - The server industry chain includes upstream components like GPUs and CPUs, with Dell positioned in the midstream as a manufacturer and integrator [16][18] - Dell holds the top position among brand manufacturers in the server market, but only commands a 7.2% market share [20] Group 5 - The server market is projected to grow from $306.7 billion in 2024 to $608 billion by 2029, with a compound annual growth rate (CAGR) of 13.5%, driven by AI server demand [31] - AI servers are expected to see a 15.6% CAGR, with their market share increasing from 14% to 25% by 2029 [35] - Dell's AI server revenue is anticipated to reach nearly $10 billion in 2024, benefiting from its deep partnership with NVIDIA [39]

作为消费者，我们最经常接触到的戴尔品牌，往往是笔记本电脑。而除了电脑以外，戴尔公司的服务器也是公司的主力产品。随着AI需求的爆发，AI服务器和AI PC让市场对戴尔有了更多的期待。 从历史长周期来看，公司所在的PC赛道中不少品牌陆续退出了市场，而戴尔公司的收入在三十年多来呈现持续提升趋势，主要是公司踩中了 PC、服务器、网络设 备 等多个时代浪潮，当前戴尔公司的全年收入已经接近1000亿美元。 凭借在PC、服务器方面的积累，戴尔公司这一次又打入了本轮AI的主赛场。在各家厂商增加对AI云投入和AI PC潜力的推动下，市场也期待着公司能实现"更上一 层楼"的表现。海豚君也将站在中立的视角，和投资者聊聊电脑老厂戴尔这波的可能机会和风险。 本文主要围绕于以下几个问题展开： 本篇侧重于分析前两个 问题， 如果大家想深入探讨这些问题，可以长按识别下方二维码加入海豚交流群，我们后续对消费、互联网、科技等领域的持续跟踪 、 热点大事件的动态观点更新等 ，这些独家研报内容都会发布长桥 App「动态-投研」板块并第一时间分享到交流社群。 以下是详细内容 一、戴尔是家怎样的公司？ 就像是大家熟知的戴尔电脑，确实，戴尔公司一开始就是 ...

Core Insights - Sealing Technologies (SealingTech) has entered into a partnership with NCS Technologies to significantly increase the production of Cyber Hunt Kits for the Department of Defense (DoD) by five times to meet growing defense demand [1][2] Group 1: Partnership and Production Increase - The collaboration with NCS Technologies will leverage their nearly 30 years of experience in large-scale U.S. Government manufacturing, driving cost efficiencies and enhancing SealingTech's production capabilities [2][5] - This partnership allows for scalable and cost-effective growth in SealingTech's server manufacturing capabilities, enabling rapid production expansion to meet urgent customer requirements [2][3] Group 2: Manufacturing Facilities and Team - Highly trained production teams from both companies are co-located in the Washington, D.C. metro area, working from NCS's 108,000 sq ft facility in Manassas, Virginia, and SealingTech's 35,000 sq ft facility in Stevensville, Maryland, ensuring seamless execution and real-time decision-making [4] - The combined ISO-certified supply chain and quality management programs of SealingTech and NCS ensure that every Cyber Hunt Kit is mission-ready and reliable before delivery [6] Group 3: Commitment to Quality and Innovation - The new agreement supports SealingTech's commitment to delivering quality and ensuring mission readiness while driving innovation forward at scale [6] - NCS's extensive experience with large-scale DoD deployments will optimize the production of Cyber Hunt Kits, ensuring deployment success through a secure production environment and proven processes [5][6]

Quantum computing could be a $200 billion market by 2040. These AI leaders will likely play a significant role in it.While quantum computing is still in the early stages of its development, the technology has massive potential because it could be capable of exponentially better performance than even the top supercomputers today. Artificial intelligence (AI) requires immense computing power, making the two technologies a logical pairing.Together, AI and quantum computing could usher in a golden age of innova ...