Vertiv Holdings Co. (VRT) closed the most recent trading day at $127.73, moving -4.84% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.64%. On the other hand, the Dow registered a loss of 0.2%, and the technology-centric Nasdaq decreased by 1.15%. The stock of company has fallen by 7.81% in the past month, lagging the Computer and Technology sector's gain of 2.91% and the S&P 500's gain of 1.91%.The investment community will be closely monitoring the perf ...

Key Takeaways VRT's organic orders grew 15% YoY and 11% sequentially in Q2, surpassing $3B for the first time.The backlog hit $8.5B, rising 21% YoY, with a 1.2x book-to-bill ratio showing sustained demand.The Americas led with mid-40% growth, APAC posted mid-30% gains, and EMEA saw high single-digit growth.Vertiv (VRT) is benefiting from strong organic order growth, which signals promising upside potential. In the second quarter of 2025, organic orders grew 15% year over year and 11% sequentially, surpassin ...

ServiceNow (NOW) shares soared 4.6% in the last trading session to close at $928.6. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 9.2% loss over the past four weeks.ServiceNow is benefiting from the rising adoption of workflows by enterprises undergoing digital transformation.This maker of software that automates companies' technology operations is expected to post quarterly earnings of $4.22 per share in its upcoming report, w ...

A month has gone by since the last earnings report for Cognizant (CTSH) . Shares have lost about 0.1% 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 Cognizant due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Cognizant Technology Solutions Corporation before we dive into how investors a ...

Core Insights - BigBear.ai Holdings, Inc. is transitioning from a U.S.-centric government contractor to a global AI platform, with recent partnerships in the UAE and Panama aimed at enhancing its international presence and capabilities in security and logistics [2][9]. Company Developments - The company has formed a strategic alliance in the UAE under the IHC umbrella to expedite AI deployment in security and critical infrastructure, and a partnership with Narval Holdings in Panama to enhance cargo security management [2]. - BigBear.ai's cash position is approximately $391 million, providing the financial flexibility necessary for market expansion, product localization, and targeted mergers and acquisitions [3][9]. Financial Performance - Recent revenue has softened due to transitions in U.S. Army programs, leading management to withdraw 2025 adjusted EBITDA guidance, indicating potential execution challenges in the near term [4]. - The stock has increased by 29.2% over the past three months, outperforming the Zacks Computers - IT Services industry and the S&P 500 index, driven by the company's expanding footprint in U.S. defense and homeland security [7][9]. Competitive Landscape - BigBear.ai's competitive positioning is compared to Palantir, which has established deep programs in Europe and the Middle East, suggesting that certifications and local partnerships are crucial for success in international markets [5]. - C3.ai is noted for its lessons on productization, emphasizing the importance of standardized applications to accelerate deployment and adoption in various regions [6]. Valuation Metrics - The forward 12-month price-to-sales ratio for BigBear.ai is currently 12.57, which is lower than the industry average of 17.09, indicating potential valuation attractiveness [11].

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. InterDigital (IDCC) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.InterDigital is a member of the Computer and Technolo ...

Core Insights - SoundHound AI, Inc. has launched a generative AI-powered voice assistant in select Jeep vehicles in Europe, marking a significant advancement in automotive AI and enhancing its presence in the competitive connected mobility sector [1][8] Strategic Partnership - The collaboration with Stellantis, Jeep's parent company, highlights the automotive industry's growing demand for intelligent voice assistants, allowing for natural conversations beyond basic commands [2][3] Market Positioning - The deployment in Jeep vehicles provides SoundHound visibility in Europe, a major auto market, and establishes credibility with a leading automaker, potentially leading to broader adoption across Stellantis and other manufacturers [3][8] Monetization Opportunities - The launch opens avenues for monetization in the emerging in-car voice commerce market, with SoundHound's hands-free commerce agent integrating ordering, payments, and loyalty into infotainment systems [4][5] Industry Potential - Research indicates that the in-car voice commerce segment could generate up to $35 billion annually for automakers, positioning SoundHound to unlock high-margin recurring revenue streams by integrating its technology into infotainment and commerce [5][6] Stock Performance - SoundHound's stock has surged 147.8% over the past year, outperforming various indices, and the partnership with Jeep solidifies its role in the future of connected mobility [7][8]

Key Takeaways SoundHound reported Q2 revenue of $42.7M, up 217% year over year, led by rapid QSR expansion.SOUN added major clients like IHOP and Red Lobster, expanding to 14,000+ restaurants globally.Strategic tech partnerships and platform gains are driving upsells, despite ongoing net losses.SoundHound AI, Inc. (SOUN) delivered a record-setting second-quarter 2025, with revenue surging 217% year over year to $42.7 million. While growth was broad-based, the restaurant vertical emerged as a standout, under ...

Key Takeaways BigBear.ai shares lost 21.3% after Q2 results showed an 18% revenue decline and wider net loss.Contract disruptions and rising R&D costs drove margin compression and EBITDA losses for BBAI.Despite liquidity strength, BBAI withdrew EBITDA guidance and faces execution risks in diversifying revenue.BigBear.ai Holdings, Inc. (BBAI) has been on a turbulent ride following its second-quarter 2025 earnings release. The stock has plunged 21.3% since the announcement, sharply underperforming both the Za ...

Company Performance - C3.ai, Inc. closed at $16.94, reflecting a -2.53% change from the previous day, underperforming the S&P 500's 0.24% loss [1] - The stock has decreased by 39% over the past month, contrasting with the Computer and Technology sector's gain of 2.07% and the S&P 500's gain of 1.95% [1] Upcoming Earnings - The earnings report for C3.ai, Inc. is scheduled for September 3, 2025, with an expected EPS of -$0.38, indicating a 660% decline from the same quarter last year [2] - Revenue is forecasted to be $70.34 million, representing a 19.35% decrease compared to the year-ago quarter [2] Fiscal Year Estimates - For the entire fiscal year, the Zacks Consensus Estimates predict an EPS of -$1.39 and revenue of $398.59 million, reflecting changes of -239.02% and +2.45% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for C3.ai, Inc. are crucial as they indicate shifts in near-term business trends, with positive revisions suggesting analysts' confidence in the company's performance [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks C3.ai, Inc. as 4 (Sell) [6] Industry Context - C3.ai, Inc. operates within the Computers - IT Services industry, which holds a Zacks Industry Rank of 154, placing it in the bottom 38% of over 250 industries [7] - The performance of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries historically outperforming lower-rated ones by a factor of 2 to 1 [7]