Key Takeaways Tecogen supports VRT's cooling in power-constrained AI deployments. NVIDIA, Intel and Compass alliances drive VRT's AI infrastructure expansion. VRT revenues rose 24.2% in Q1; Q2 guidance implies around 20% growth.Vertiv (VRT) is a key enabler of global AI infrastructure, offering integrated power and thermal solutions for high-density compute environments. As AI workloads grow, Vertiv is deepening ecosystem partnerships to enhance delivery, boost efficiency and expand global reach.Strategic ...

BigBear.ai Holdings, Inc. (BBAI) closed the most recent trading day at $7.10, moving +2.6% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 0.4% for the day. Elsewhere, the Dow saw a downswing of 0.98%, while the tech-heavy Nasdaq appreciated by 0.18%. Prior to today's trading, shares of the company had gained 67.15% outpaced the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97%.Market participants will be closely following the financ ...

Key Takeaways UIS signed large DSS deals in Q1, including 380K devices across 14 countries for a global tech client. DWS revenues fell 7.5% YoY due to lower field service volumes and weak discretionary project demand. UIS trades at just 0.14x forward P/S, with FY26 EPS expected to more than double from 2025.Unisys Corporation (UIS) is witnessing robust bookings across its Digital Workplace Solutions (DWS) segment, thanks to the market's ongoing focus shift toward AI-driven solutions. It is actively invest ...

Wix.com (WIX) closed the most recent trading day at $149.61, moving -1.75% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.14%. On the other hand, the Dow registered a gain of 0.2%, and the technology-centric Nasdaq increased by 0.27%. Shares of the cloud-based web development company witnessed a gain of 2.13% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 5.36%, and the S&P 500's gain of 3.97%.The ...

Key Takeaways BBAI reported a $7M adjusted EBITDA loss in Q1, wider than last year's $1.6M due to R&D and funding delays. Cash surged to $108M from $50M, driven by $58M in debt reduction from note conversions. Backlog rose 30% to $385M, reflecting demand for BBAI's AI solutions in defense and critical infrastructure.BigBear.ai Holdings (BBAI) is navigating a mixed financial picture in early 2025, leaving investors to weigh short-term margin pressure against longer-term strategic flexibility. In its first- ...

Group 1 - Leidos (LDOS) has shown strong year-to-date performance, returning approximately 13.2%, outperforming the average gain of 7.8% in the Computer and Technology sector [4] - The Zacks Rank for Leidos is currently 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Leidos is part of the Computers - IT Services industry, which has seen an average loss of 9.9% this year, further highlighting Leidos' strong performance relative to its peers [6] Group 2 - Creative Realities, Inc. (CREX) has also outperformed the sector with a year-to-date increase of 38%, and its consensus EPS estimate has risen by 196.8% over the past three months [5] - The Computers - IT Services industry, which includes Leidos, is ranked 91 in the Zacks Industry Rank, while the Internet - Software industry, which includes Creative Realities, is ranked 67 and has gained 15.9% year to date [6] - Investors should continue to monitor both Leidos and Creative Realities, Inc. for potential sustained strong performance in the Computer and Technology sector [7]

Company Performance - Nutanix (NTNX) closed at $73.61, down 3.84% from the previous trading session, underperforming the S&P 500's gain of 0.28% [1] - Over the past month, Nutanix shares gained 3.35%, lagging behind the Computer and Technology sector's gain of 6.2% and the S&P 500's gain of 4.37% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.31, representing a 14.81% increase year-over-year [2] - Revenue is forecasted to be $642.3 million, indicating a 17.22% growth compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $1.72 per share and revenue at $2.53 billion, reflecting increases of 31.3% and 17.58% respectively from the previous year [3] - Recent analyst estimate revisions are crucial as they indicate near-term business trends and reflect analyst optimism [3] Analyst Ratings and Valuation - The Zacks Rank system currently rates Nutanix at 3 (Hold), with a recent downward shift of 2.23% in the consensus EPS estimate [5] - Nutanix has a Forward P/E ratio of 44.41, significantly higher than the industry average of 20.02, indicating a premium valuation [6] - The PEG ratio for Nutanix stands at 2.19, compared to the industry average of 2.09 [6] Industry Context - The Computers - IT Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Vertiv (VRT) is becoming a significant player in the global AI infrastructure sector, providing advanced power and thermal solutions for high-density computing environments [1] Group 1: Financial Performance - Vertiv's backlog reached $7.9 billion in Q1 2025, representing a 25% year-over-year increase and a 10% sequential rise [2][11] - Revenues increased by 24.2% year-over-year to $2.04 billion, with a book-to-bill ratio of 1.4X, indicating strong order demand from hyperscalers and colocation providers [2] - For 2025, Vertiv anticipates revenues between $9.325 billion and $9.575 billion, suggesting an 18% growth at the midpoint, with organic net sales growth projected between 16.5% and 19.5% [4][11] - The Zacks Consensus Estimate for Vertiv's 2025 earnings is $3.56 per share, reflecting a 24.91% year-over-year increase [12] Group 2: Market Dynamics - The demand for AI-ready infrastructure is driving Vertiv's order momentum, supported by ongoing investments in R&D and capacity [3][11] - Vertiv's collaboration with NVIDIA on GB200 and GB300 reference designs is a key growth driver, enhancing its role in large-scale infrastructure deployments [3] - Competition is intensifying from companies like Super Micro Computer and Dell Technologies, both of which are scaling their offerings to meet the rising demand for AI infrastructure [5][6][7] Group 3: Stock Performance and Valuation - Vertiv's shares have increased by 10.8% year-to-date, outperforming the broader Zacks Computer & Technology sector, which rose by 7% [8] - The stock is trading at a premium with a trailing 12-month Price/Book ratio of 17.99X compared to the sector's 10.2X, indicating a higher valuation [9]

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 - 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]