Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:Bank OZK (OZK) provides retail and commercial banking services. The Zacks Consensus Estimate for its current year earnings has been revised 3.1% downward over the last 60 days.Boise Cascade Company (BCC) is a manufacturer of wood products and building materials. The Zacks Consensus Estimate for its current year earnings has been revised 17.9% downward over the last 60 days.Climb Global Solutions, Inc. (CLMB) is a value-added IT soluti ...

Dell Technologies Inc. (NYSE:DELL) is one of the Must-Watch AI Stocks on Wall Street. On November 20, BofA Securities reduced its price target on the stock to $160.00 from $170.00 while maintaining a Buy rating. The price target cut comes ahead of the company’s fiscal third-quarter earnings report scheduled for November 25. The firm is cautiously positive on Dell, citing near-term margin pressure from rising memory costs. However, it anticipates the company to manage this through pricing and Opex controls ...

Valued at a market cap of $18.3 billion, CDW Corporation (CDW) provides a wide range of IT solutions across the United States, the United Kingdom, and Canada. The company delivers hardware, software, and integrated IT services to corporate, small business, and public sector customers, including those in government, education, and healthcare. Shares of the Vernon Hills, Illinois-based company have lagged behind the broader market over the past 52 weeks. CDW stock has decreased 21.5% over this time frame, w ...

Core Insights - ePlus reported Q3 CY2025 results that exceeded market revenue expectations, with sales increasing by 18.2% year-on-year to $608.8 million and a non-GAAP profit of $1.53 per share, which was 61.9% above analysts' consensus estimates [1][3][6] Financial Performance - Revenue reached $608.8 million, surpassing analyst estimates of $518.3 million, reflecting an 18.2% year-on-year growth and a 17.5% beat [6] - Adjusted EPS was $1.53 compared to analyst estimates of $0.95, marking a 61.9% beat [6] - Adjusted EBITDA was $58.7 million, significantly exceeding analyst estimates of $38.3 million, with a margin of 9,642% [6] - Operating margin remained stable at 8%, consistent with the same quarter last year [6] - Market capitalization stood at $2.22 billion [6] Growth Drivers - Strong demand in security, networking, and cloud solutions contributed to the outperformance, with security gross billings rising by 56% year-over-year due to customer investments in AI-driven infrastructure [3][7] - Broad-based growth was observed across customer segments and verticals, except for state and local government, which faced budget constraints [3][7] - Internal automation initiatives improved incident resolution and customer experience, leading to operating leverage that allowed adjusted EBITDA to grow at twice the rate of net sales [7] Strategic Focus - ePlus aims to build momentum through targeted investments in AI, cloud, and security, leveraging its strong cash position for organic growth and acquisitions [4] - The company is focused on enhancing its recurring revenue base through expanded service offerings and strategic hiring [4] - ePlus completed the acquisition of Realwave, a cloud-based AI software platform, to enhance its capabilities in delivering real-time, AI-driven insights [7] Capital Allocation - With over $400 million in cash, ePlus has significant flexibility for growth investments or returning capital to shareholders [8] - The company repurchased 60,000 shares and announced a quarterly dividend as part of its capital allocation strategy [8]

Core Insights - ePlus has shown a solid historical growth rate of 7.3% compounded annually over the last five years, but recent performance indicates a slowdown with flat revenue over the past two years [1][2] - The company reported $2.26 billion in revenue over the past 12 months, positioning it as a mid-sized player in the business services sector, which may limit its competitive advantages compared to larger firms [2] - ePlus has transitioned from a financing company to a full-service technology provider, offering IT solutions, professional services, and financing options [3] Financial Performance - In fiscal 2026, ePlus experienced a strong start with net sales growing 23.4% and diluted EPS increasing nearly 63%, marking a significant milestone with quarterly gross billings exceeding $1 billion for the first time [4] - For Q3 CY2025, ePlus's revenue increased by 18.2% year-on-year to $608.8 million, surpassing Wall Street's expectations by 17.5% [5][6] - The company’s operating margin averaged 7.5% over the last five years, which is considered weak for the business services sector, and it decreased by 1.1 percentage points during this period [9][10] Earnings Analysis - ePlus's EPS grew at a compounded annual growth rate of 10.3% over the last five years, indicating improved profitability on a per-share basis [12] - The company has engaged in stock buybacks, reducing its share count by 1.4%, which has contributed to the increase in EPS, suggesting that the growth in EPS is partly due to financial engineering rather than operational efficiency [13] - In Q3, ePlus reported adjusted EPS of $1.53, up from $1.36 in the same quarter last year, exceeding analysts' estimates [15][17] Market Outlook - Analysts project a revenue decline of 6.2% over the next 12 months, indicating potential demand challenges for ePlus's products and services [6] - Despite a strong quarterly performance, the long-term business quality and valuation will be critical in determining if ePlus is a good investment [18]

Core Insights - Super Micro Computer (NASDAQ: SMCI) has experienced a significant decline in share price, dropping 20% in the last week despite a year-to-date increase of 37% due to its AI rack solutions [1] Financial Performance - Sales decreased by 15% year-over-year, totaling $5 billion [2] - Net income fell by 60%, down to $168 million from $424 million in the same quarter last year [2] - Diluted earnings per share were reduced to $0.26 from $0.67 a year ago, missing analysts' expectations of $0.40 [3] Margin Analysis - Gross margin decreased from 13.1% to 9.3% year-over-year, with management anticipating further declines due to increased costs from a significant design win [4] Market Context - The company has benefited from the AI boom by delivering servers with Nvidia's processing units, but faces intense competition and market share losses impacting recent results [4]

Core Insights - IBM has significantly outperformed the broader market in 2025, with stock prices increasing by 39.6% year-to-date and 47.8% over the past 52 weeks, compared to the S&P 500 Index's gains of 15.6% and 17.5% respectively [2][4] - The company's Q3 results showed a year-over-year revenue growth of 9.1% to $16.3 billion, exceeding expectations, with notable increases in software and infrastructure revenues by 9% and 17% respectively [4][5] - Analysts project an adjusted EPS of $11.26 for the full fiscal 2025, reflecting a 9% year-over-year increase, with a consensus rating of "Moderate Buy" among 22 analysts [5][6] Financial Performance - IBM's consulting revenues increased by 2%, while software and infrastructure revenues surged by 9% and 17% respectively, contributing to the overall revenue growth [4] - The adjusted EPS for Q3 rose by 15.2% year-over-year to $2.65, surpassing consensus estimates by 8.6% [4] Analyst Ratings and Price Targets - UBS analyst David Vogt maintained a "Sell" rating but raised the price target from $200 to $210, while the mean price target from analysts is $286.10, indicating a 7.2% premium to current levels [7] - The highest target of $350 suggests a potential upside of 14.1% [7]

Core Insights - Iron Bow Technologies has been awarded the title of Americas Public Sector Partner of the Year at Cisco Partner Summit 2025, recognizing its excellence in service and innovation in technology solutions for government agencies [1][2] - The award reflects a long-standing partnership with Cisco, dating back to 1996, emphasizing a shared commitment to providing secure and modern technology solutions to enhance government operations [2] Company Overview - Iron Bow Technologies is a prominent IT solutions provider focused on transforming technology investments into effective business capabilities across various sectors, including government, commercial, education, and healthcare [3] - The company leverages its technical expertise and strategic partnerships to deliver cutting-edge technology solutions that support mission-critical objectives [3] Cisco Overview - Cisco is a global technology leader that has been connecting organizations securely for over 40 years, now focusing on AI-powered solutions to enhance innovation and digital resilience [4] - The company is dedicated to creating a more connected and inclusive future, emphasizing its commitment to empowering customers and communities [4]

Core Insights - CDW exceeded Wall Street profit estimates for the third quarter, driven by increased technology budgets from enterprise customers and a growing adoption of artificial intelligence in cloud services [1] Group 1: Financial Performance - CDW reported a profit that surpassed Wall Street expectations for the third quarter [1] - The increase in enterprise customers' technology budgets contributed significantly to the company's financial success [1] Group 2: Market Trends - There is a notable trend of enterprise customers embracing artificial intelligence and cloud adoption, which is positively impacting CDW's business [1]

Core Viewpoint - CDW Corporation has declared a quarterly cash dividend of $0.630 per common share, reflecting its commitment to returning value to shareholders [1] Company Summary - The dividend will be paid on December 10, 2025, to all stockholders of record as of the close of business on November 25, 2025 [1] - The declared dividend amount represents approximately [1]