Industry Overview - The technology services industry is mature, with demand for services in good shape, and revenues, income, and cash flows are expected to gradually return to pre-pandemic levels, enabling stable dividends for most players [1] - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and AI, with companies adopting generative AI, machine learning, and data science to gain competitive advantages [4] - The business software industry is benefiting from strong demand for multi-cloud-enabled software solutions as companies transition from legacy platforms to modern cloud-based infrastructure [4] Company Highlights AppLovin Corp. (APP) - AppLovin is a software-based platform for mobile app developers, enhancing marketing and monetization of apps [6] - The introduction of AI-powered AXON 2.0 technology and strategic expansion in gaming studios have significantly boosted revenue growth [7] - AppLovin's expected revenue and earnings growth rates for the current year are 16% and 84.8%, respectively, with a Zacks Consensus Estimate for current-year earnings improving by 0.1% in the last seven days [8] - The average short-term price target for AppLovin shares indicates a potential increase of 37% from the last closing price of $341.64, with a maximum upside of 90.3% [8] Duolingo Inc. (DUOL) - Duolingo operates as a mobile learning platform offering courses in 40 different languages and provides a digital language proficiency assessment exam [10] - The company utilizes AI applications to personalize and automate the learning process, with tools like Birdbrain analyzing real-time user performance [11] - Duolingo's expected revenue and earnings growth rates for the current year are 33.5% and 54.3%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 2.1% over the last 60 days [12] - The average short-term price target for Duolingo shares indicates a potential increase of 24% from the last closing price of $391.86, with a maximum upside of 53.1% [12]

Group 1: Insider Transactions - Insider buys are closely monitored by investors as they provide insights into the long-term outlook of companies [1][6] - In 2025, CEOs of GameStop, MicroStrategy, and Everest Group have made significant share purchases [6] - Strict rules govern insider transactions, and insiders typically have longer holding periods than average investors [1][12] Group 2: GameStop - GameStop's CEO Ryan Cohen purchased 500,000 shares for approximately $10.7 million, despite the stock being down nearly 20% year-to-date [2] - Analysts have revised GameStop's EPS estimates upward, with the current Zacks Consensus EPS estimate at $0.75, a significant increase from $0.02 per share in June of the previous year [3] Group 3: MicroStrategy - MicroStrategy shares have risen nearly 34% in 2025, outperforming the S&P 500, largely due to the surge in bitcoin [5] - CEO Phong Le acquired 6,000 shares at a total value of around $510,000 [5] - The high volatility of MicroStrategy shares is influenced by fluctuations in bitcoin prices [8] Group 4: Everest Group - Everest Group, which provides reinsurance and insurance products, saw its CEO James Williamson purchase 1,000 shares for about $340,000 [9] - The company has demonstrated consistent sales growth over recent years [11]

Pegasystems (PEGA) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Th ...