Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Jack Henry (JKHY) , which belongs to the Zacks Computers - IT Services industry, could be a great candidate to consider.This payment processsing company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 19.99%.For the last reported quarter, Jack ...

Investors interested in Computers - IT Services stocks are likely familiar with Cognizant (CTSH) and Dynatrace (DT) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific ...

Key Takeaways Vertiv reported 29% year-over-year net sales growth to $2.68B in the third quarter of 2025. VRT delivered 21% organic order growth and a 1.4x book-to-bill, signaling strong demand momentum. Vertiv raised its 2025 revenue outlook to $10.16-$10.24B on AI-driven data center demand.Vertiv (VRT) is benefiting from its robust and diversified portfolio, which has positioned the company as a leader in the rapidly growing data center infrastructure market. In the third quarter of 2025, net sales increa ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Fair Isaac (FICO) , which belongs to the Zacks Computers - IT Services industry.When looking at the last two reports, this financial services company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 8.16%, on average, in the last two quarters.For the most recent quarter, Fair Isaac was expected to post earning ...

Key Takeaways BBAI acquired Ask Sage for $250M to lead in FedRAMP-compliant generative AI for government use.Ask Sage supports 100,000 users across 16,000 teams with $25M in expected 2025 recurring revenue.Ask Sage's FedRAMP High status enables BBAI to deploy quickly while peers face accreditation delays.BigBear.ai Holdings, Inc. (BBAI) is moving quickly to position itself as a first mover in secure, government-grade generative AI, and its acquisition of Ask Sage appears central to that strategy. Federal ag ...

BigBear.ai Holdings, Inc. (BBAI) ended the recent trading session at $6.31, demonstrating a +1.77% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.16%. At the same time, the Dow added 0.17%, and the tech-heavy Nasdaq gained 0.26%. Shares of the company have depreciated by 2.82% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.85%, and the S&P 500's gain of 1.89%.The investment community will be closely monitorin ...

Core Insights - BigBear.ai Holdings, Inc. (BBAI) has announced a partnership with the Kraft Group to enhance operational efficiency through advanced technologies, focusing on AI-enabled insights for global supply chains [1][9] - The company has also entered a marketing partnership with the New England Patriots, which aims to strengthen its market position and accelerate growth [2] - The acquisition of Ask Sage allows BBAI to deploy accredited AI solutions at scale, reducing adoption timelines for customers in regulated sectors [3] Strategic Partnerships - The partnership with Kraft Group's International Forest Products LLC aims to improve visibility in supply chains and enhance decision-making through AI [1][9] - Strategic partnerships are central to BBAI's growth strategy, allowing the company to diversify its revenue streams beyond defense and into areas like travel, trade, and logistics [3][4] - Collaborations with high-profile organizations enhance brand visibility and credibility, positioning BBAI as a trusted AI provider [4] Competitive Landscape - BBAI competes with Palantir Technologies Inc. and Booz Allen Hamilton, each with distinct strategic approaches to AI-driven government projects [5][6] - Palantir focuses on large-scale data integration and operational intelligence, while Booz Allen Hamilton leverages consulting relationships and systems integration [6] - BBAI occupies a niche in agile, mission-ready AI, with growing opportunities as government demand for secure AI solutions increases [7] Financial Performance - BBAI's stock has increased by 3.9% over the past month, outperforming the Zacks Computers - IT Services industry and the S&P 500 Index [8] - The stock is currently trading at a forward 12-month price-to-sales (P/S) ratio of 15.65, indicating a discount compared to industry peers [11] - Earnings per share (EPS) estimates for 2025 and 2026 have improved, with a projected loss of 93 cents and 25 cents, respectively, reflecting year-over-year improvements of 15.5% and 72.8% [12]

Investors interested in Computers - IT Services stocks are likely familiar with Genpact (G) and Epam (EPAM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Sc ...

Company Performance - Dynatrace (DT) stock increased by 2.62% to $43.84, outperforming the S&P 500's daily loss of 0.34% [1] - Prior to the recent trading session, Dynatrace shares had declined by 5.44%, underperforming the Computer and Technology sector's loss of 1% and the S&P 500's gain of 1.19% [1] Upcoming Earnings - Analysts expect Dynatrace to report earnings of $0.41 per share, reflecting a year-over-year growth of 10.81% [2] - The revenue forecast for Dynatrace is $505.77 million, indicating a 15.96% growth compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.63 per share and revenue at $1.99 billion, representing increases of 17.27% and 17.21% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Dynatrace are crucial as they indicate changing business trends, with positive revisions suggesting confidence in performance and profit potential [4] - The Zacks Rank system, which reflects these estimate changes, currently ranks Dynatrace as 4 (Sell) [6] Valuation Metrics - Dynatrace has a Forward P/E ratio of 26.17, which is higher than the industry average Forward P/E of 17.42 [7] - The company has a PEG ratio of 1.85, compared to the industry average PEG ratio of 1.52 [8] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 109, placing it in the top 45% of over 250 industries [9]

Core Insights - BigBear.ai Holdings, Inc. (BBAI) has shown strong market momentum entering 2026, with an 18.5% year-to-date stock increase, outperforming its industry and the S&P 500 [1] - The stock is currently trading at a forward 12-month price-to-sales multiple of approximately 16.2X, significantly above its three-year median, raising questions about the sustainability of this premium valuation [1][4] Valuation and Strategy - BigBear.ai's valuation appears stretched historically, with a three-year median P/S ratio of 2.3X, but the company has repositioned itself as a platform-centric defense AI company with recurring revenue potential [4] - The acquisition of Ask Sage, a generative AI platform, is expected to generate around $25 million in annual recurring revenue, contributing to the company's higher valuation multiples [6][7] - A $125 million debt reduction plan has been implemented, simplifying the capital structure and enhancing liquidity, which supports the premium valuation narrative [10][11] Operational Performance - Despite revenue volatility, BigBear.ai's operational foundation has strengthened, with a solid backlog of $376 million providing multi-year visibility [8] - The company has record cash and investments exceeding $450 million, allowing for organic growth and acquisitions without immediate funding pressure [9] Global Expansion - BigBear.ai is expanding its presence internationally, with a new office in Abu Dhabi, aligning with governments investing in AI-driven security [12] - Strategic partnerships, such as the collaboration with C Speed, enhance the company's positioning in AI software and mission-critical decision support [13] Earnings and Market Position - Analysts have revised their estimates for the company's 2026 loss per share from 32 cents to 25 cents, indicating confidence in revenue growth [14] - The stock is trading above its 50-day and 200-day moving averages, signaling sustained investor confidence [16] Competitive Landscape - BigBear.ai focuses on mission-grade, secure systems in defense AI, contrasting with competitors like Palantir Technologies and C3.ai, which have broader platform approaches [19][20][21] - Leidos integrates AI into large defense programs, providing a different competitive dynamic compared to BigBear.ai's software-centric model [22] Premium Valuation Justification - The current valuation reflects expectations of successful execution of BigBear.ai's platform strategy and sustained growth in AI adoption [24] - Improving estimate trends, strong liquidity, and a cleaner balance sheet support a positive outlook for the company, despite potential volatility [25]