Core Viewpoint - Dividend aristocrats, companies that have raised dividends for at least 25 consecutive years, are highlighted as reliable investments for consistent income and long-term growth, with Walmart, Realty Income, and IBM identified as top picks for 2026 [1]. Group 1: Walmart - Walmart is the leading global retailer with over 10,000 retail locations and reported a 5.8% year-over-year revenue increase in Q3 FY26, prompting an upward revision of its fiscal 2026 outlook [1]. - The company experienced a 4.5% year-over-year growth in comparable U.S. sales, indicating resilient consumer behavior and larger average order sizes [1]. - Walmart's e-commerce sales surged by 27% year-over-year, contributing to its growth, although its advertising business is expected to take time to significantly impact total sales [1]. - The company raised its dividend by 13% in 2025, marking the 52nd consecutive year of dividend increases, despite a yield of only 0.72% [1]. Group 2: Realty Income - Realty Income, a well-known REIT, offers a 5.11% yield and manages a diversified portfolio of 15,500 properties, focusing on long-term net lease agreements [1]. - The company boasts a 98.7% occupancy rate and has over 1,600 clients, ensuring reliable cash flow [1]. - Realty Income has a history of raising its monthly dividend payouts multiple times per year and has achieved over 30 consecutive years of dividend hikes, including 112 quarterly increases [1]. - The company reported a 10.7% sales growth in the third quarter, indicating ongoing expansion [1]. Group 3: IBM - IBM has seen a significant recovery, with its stock price increasing by over 150% in the past five years, driven by successful investments in cloud and AI technologies [1]. - The company reported a 14% year-over-year revenue increase in its cloud platform, aided by the RedHat acquisition, and a 17% growth in its Infrastructure segment [1]. - Overall sales for IBM rose by 9% year-over-year, with the CEO stating that the company's AI business is valued at $9.5 billion, positioning it well for future growth [1]. - IBM has raised its dividend for 30 consecutive years, offering a yield of 2.25%, which is competitive compared to other tech stocks [1].

Core Insights - Innodata Inc.'s relationship with Big Tech is evolving, characterized by expansion and increased spending on AI capabilities [1] Financial Performance - In Q3 2025, Innodata's revenue increased by 20% year-over-year to $62.6 million, with year-to-date revenue rising 61% to $179.3 million [2][9] - Management anticipates full-year growth of 45% or more, with expectations for "transformative growth" in 2026 [2] Customer Expansion - Six out of eight major Big Tech customers are expected to grow next year, with significant expansions from the largest customer, projected to generate a $6.5 million annualized run rate [3][9] - Innodata has secured or is close to finalizing five additional Big Tech customers, including two global leaders in commerce, cloud, and AI, which diversifies its client base and reduces reliance on any single program [4] Revenue Opportunities - Innodata has signed contracts in pre-training data that could yield approximately $42 million in revenue, with an additional $26 million expected, totaling around $68 million across five customers [5][9] - The company's selection by Palantir for specialized annotation and data engineering indicates its growing role in advanced AI deployments [5] Market Positioning - As generative AI budgets increase, Innodata is becoming more integrated into customer workflows, positioning itself for expansion driven by existing relationships rather than just acquiring new clients [6] - Competitors like Cognizant and C3.ai are also expanding in the AI data-services market, highlighting the competitive landscape [7][8] Valuation and Estimates - Innodata's shares have increased by 5.1% over the past six months, outperforming the Zacks Technology Services industry's growth of 0.2% [10] - The company trades at a forward price-to-earnings ratio of 37.74, significantly higher than the industry average of 23.5 [13] - The Zacks Consensus Estimate for Innodata's 2026 earnings remains at $1.20, indicating a projected growth of 35.6% from 2025 [15]

Core Viewpoint - The market anticipates N-able (NABL) to report flat earnings of $0.10 per share for the quarter ended December 2025, with revenues expected to rise by 9.1% to $127.14 million compared to the previous year [1][3]. Earnings Expectations - The earnings report is scheduled for release on February 19, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - N-able's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +5.26%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company holds a Zacks Rank of 3, which indicates a neutral outlook [12]. Historical Performance - In the last reported quarter, N-able exceeded the expected earnings of $0.09 per share by delivering $0.13, resulting in a surprise of +44.44% [13]. - Over the past four quarters, N-able has consistently beaten consensus EPS estimates [14]. Industry Context - In the Zacks Technology Services industry, Amplitude, Inc. (AMPL) is expected to report earnings of $0.04 per share, reflecting a year-over-year increase of +100%, with revenues projected to rise by 15.3% to $90.09 million [18]. - Amplitude's consensus EPS estimate has remained unchanged, but it has a negative Earnings ESP of -9.09% and a Zacks Rank of 4, indicating challenges in predicting an earnings beat [19].

Core Viewpoint - N-able (NABL) has seen a significant decline in its stock price, dropping 29.7% over the past six months, and is currently trading near its 52-week low of $5.33, raising questions about the right timing for investment in the stock [1][4][7]. Group 1: Positive Factors for N-able - N-able is experiencing increased demand for cybersecurity and IT management solutions, particularly among Managed Service Providers (MSPs) and small-to-medium enterprises [5]. - The company has a strong earnings surprise history, exceeding the Zacks Consensus Estimate for earnings in the last four quarters by an average of over 31% [6]. - N-able's shares are considered undervalued, with a forward 12-month price-to-sales ratio of 5.44, lower than industry peers like AppLovin and Bitfarms, which have Value Scores of D and F respectively [6]. Group 2: Challenges Facing N-able - The company anticipates only single-digit revenue growth for 2025, with projected revenues in the range of $507.7 million to $508.7 million, indicating about 9% year-over-year growth [12]. - There is a concerning decline in dollar-based net retention, dropping to 102% at the end of Q3 2025 from 110% at the end of 2023, suggesting limited potential for customer base expansion [13]. - N-able faces intense competition from larger infrastructure providers and risks associated with the rapid development of AI tools that could commoditize its primary offerings [12]. Group 3: Market Sentiment and Technical Indicators - The stock is trading below its 14-day moving average, indicating weakness in momentum and price stability, which reflects negative market sentiment [8]. - Ongoing economic uncertainties, including tariff-related issues, could adversely affect N-able's future operations and financial performance [15]. - The company does not currently pay dividends and has no plans to initiate them, making it less attractive to income-oriented investors [15].

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Has SGS SA (SGSOY) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.SGS SA is a member of the Business Services sector. This group includes 237 individual stocks and currently holds a Zacks Sector Rank of #13. The Zacks Sector Rank gauges the stren ...

分组1 - Bitdeer Technologies Group (BTDR) reported a quarterly loss of $0.73 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.14, marking an earnings surprise of -430.91% [1] - The company posted revenues of $224.84 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 7.14%, and showing a substantial increase from year-ago revenues of $69.02 million [2] - Over the last four quarters, Bitdeer has surpassed consensus revenue estimates four times, although it has only exceeded consensus EPS estimates once [2] 分组2 - The stock has gained approximately 7% since the beginning of the year, outperforming the S&P 500, which has gained 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $203.69 million, and for the current fiscal year, it is -$0.15 on revenues of $1.18 billion [7] - The Zacks Industry Rank indicates that the Technology Services sector is currently in the bottom 38% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

Vontier Corporation (VNT) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.8 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.18%. A quarter ago, it was expected that this company would post earnings of $0.76 per share when it actually produced earnings of $0.78, delivering a surprise of +2.63%.Over the last four quarters, the compan ...

Group 1 - DXC Technology will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026, in San Francisco [1] - Raul Fernandez, President and CEO of DXC, and Rob Del Bene, CFO, are scheduled to present at 11:30 am PST (2:30 pm EST) [1] - The presentation will be available on the "Events and Presentations" section of DXC's investor webpage [1] Group 2 - DXC Technology is a leading global technology services company, delivering software, services, and solutions to enterprises and public sector organizations [1] - The company specializes in Managed Infrastructure Services, Application Modernization, and Industry-Specific Software Solutions [1] - DXC aims to help organizations harness AI to drive outcomes amid rapid technological changes [1]

LINCOLNSHIRE, Ill.--(BUSINESS WIRE)---- $ZBRA #earnings--Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced that the Company's Board of Directors had approved a $1 billion increase to the Company's existing authorization to repurchase shares of Zebra Technologies Corporation Common Stock. This increase to the repurchase authorization augments the $1 billion authorization that was announced on July 30, 2019 ...

Company Overview - NORBIT ASA is a global provider of tailored technology aimed at solving challenges and promoting sustainability through innovative solutions, aligning with its mission to "Explore More" [2] - The company operates in three business segments: Oceans, Connectivity, and Product Innovation & Realization, addressing key markets [2] - The Oceans segment focuses on delivering tailored technology solutions to global maritime markets [2] - The Connectivity segment provides wireless solutions for identification, monitoring, and tracking [2] - The Product Innovation & Realization segment offers R&D services, proprietary products, and contract manufacturing to key customers [2] - NORBIT is headquartered in Trondheim, has manufacturing facilities in Europe and North America, and employs around 700 people [2] Recent Insider Activity - Christina Hallin, director and primary insider of NORBIT ASA, purchased 1,000 shares at an average price of NOK 185.00 per share on 11 February 2026 [1] - Following this transaction, Hallin now owns a total of 1,000 shares in NORBIT [1]