Core Thesis - The bullish thesis on Coursera, Inc. emphasizes the company's strong financial stabilization, leadership changes, and focus on AI-driven learning products, indicating a positive outlook for growth and profitability [1][2][3]. Leadership Changes - CFO Ken Hahn will step down on October 29, transitioning to a 12-month advisory role, which follows a period of strong financial performance, including record free cash flow in H1'25 [2]. - The transition in CFO complements CEO Greg Hart's recent appointment, marking a broader leadership refresh as the company adapts its operating model for future growth [3]. Financial Performance - Coursera is experiencing stabilizing revenue growth near high single digits, gross margins above 55%, and positive operating cash flow, indicating a healthier business environment for the incoming CFO [4]. - The company has reaffirmed its Q3 and full-year 2025 guidance, reflecting confidence in its near-term momentum [3]. Strategic Focus - Key priorities for the new CFO include sustaining margin expansion, refining customer lifetime value models, managing content partner economics, and supporting AI-driven innovation without eroding free cash flow [4]. - The board has identified Kelly Steckelberg as a strategically aligned candidate for the CFO role, whose experience at Zoom and Canva positions her well to support the company's AI-driven learning ecosystem [5]. Market Position - Coursera's stock price has appreciated approximately 29.75% since previous bullish coverage, highlighting the company's high-margin platform, rapid user growth, and strong cash position [6].

Accessibility StatementSkip Navigation "Our Board and management team are confident in our ability to deliver higher levels of future growth and shareholder value, underpinned by our recognized core engineering expertise and AI-Native market position. EPAM is executing a disciplined, differentiated multi-year strategy, which is enabled by our client-centric investments, innovative go-to-market solutions and AI-native talent," said Balazs Fejes, CEO & President at EPAM. NEWTOWN, Pa., Oct. 21, 2025 /PRNe ...

Core Insights - Artisan Partners' "Artisan Mid Cap Fund" demonstrated strong performance in Q3 2025, with returns of 8.80% for both the Investor Class and Advisor Class funds, and 8.83% for the Institutional Class fund, significantly outperforming the Russell Midcap Growth Index's return of 2.78% [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Summary: Tyler Technologies, Inc. (NYSE: TYL) - Tyler Technologies, Inc. provides integrated information management solutions and services for the public sector, with a market capitalization of $21.72 billion as of October 15, 2025 [2] - The stock experienced a one-month return of -5.28% and a 52-week decline of 14.65% [2] - In Q2 2025, Tyler Technologies reported revenue of $596.1 million, reflecting a 10.2% increase compared to Q2 2024 [4] Investment Positioning - Artisan Mid Cap Fund trimmed its position in Tyler Technologies during Q3 2025, citing that the stock's valuation increasingly reflected the benefits of its transition to cloud-based subscriptions, which has accelerated revenue growth and margin expansion [3] - Despite the trim, the fund continues to hold Tyler Technologies in its portfolio, indicating ongoing confidence in its growth potential [3] - Tyler Technologies is not among the top 30 most popular stocks among hedge funds, with 46 hedge fund portfolios holding the stock at the end of Q2 2025, up from 44 in the previous quarter [4]

Group 1 - Wipro Limited (NYSE:WIT) is recognized as a promising penny stock by hedge funds, with a Buy rating maintained by CLSA analyst Sumeet Jain and a price target set at INR265 as of October 3 [1] - On September 15, Wipro announced an expanded partnership with CrowdStrike to launch Wipro CyberShield MDR, an AI-powered managed security service aimed at enhancing enterprise security operations [2] - The CyberShield MDR utilizes a modern Security Operations Center (SOC) to provide AI-driven automation, improved visibility, and increased efficiency in security operations [3] Group 2 - Wipro operates in various segments, including Information Technology Services, India State Run Enterprise Services, and Information Technology Products, positioning itself as a global player in IT, consulting, and outsourcing [3]

PresentationStanton JonesDirector & Principal Analyst ISG Research Hi, everyone, and welcome to the Third Quarter 2025 ISG Index Call. My name is Stanton Jones, and with me today is Steve Hall, Partner and President, ISG EMEA; Namratha Dharshan, Chief Business Leader for ISG India; and Mark Smith, ISG Chief Software Analyst. This is our 92nd consecutive ISG Index call. So for those of you that have been joining us for many years, thank you for investing some of your time with ISG today. And for those of you ...

Core Insights - The ISG Index measures the overall health and growth of the technology industry, focusing on managed technology services and cloud-based software and infrastructure services [2] Group 1 - The ISG Index tracks and analyzes annual contract value (ACV) as a leading indicator of future revenues, equating ACV to bookings [2]

, /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, will host a conference call at 8:00 a.m. ET, on Thursday, November 6, 2025, to discuss its third quarter 2025 financial results. A news release containing these results will be issued before the call. We deliver globally but engage locally with our expert teams of consultants, architects, designers and engineers, making the future real for our clients, our partners, and our peopl ...

Newtown, Pennsylvania-based EPAM Systems, Inc. (EPAM) provides digital platform engineering and software development services. Valued at a market cap of $8.7 billion, the company serves clients across a wide range of industries, including financial services, healthcare, retail, travel, and technology. Companies worth $2 billion or more are typically classified as “mid-cap stocks,” and EPAM fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominan ...

Core Company Information - Jack Henry & Associates, Inc. (JKHY) is a leading financial technology and IT services provider for banks, credit unions, and fintechs, founded in 1976 and headquartered in Monett, Missouri [1] - The company has a market capitalization of $11 billion and operates through four main segments: Core, Payments, Complementary, and Corporate & Other [1][2] Stock Performance - JKHY's stock has experienced a decline of 23.5% from its 52-week high of $196, reached on March 10 [3] - Over the past three months, JKHY stock dipped 17.1%, underperforming the Technology Select Sector SPDR Fund (XLK), which returned 15.4% [3] - Year-to-date, JKHY shares have dropped 14.4%, lagging behind XLK's gains of 20.5% [4] - Over the past 52 weeks, JKHY stock fell 14.2%, while XLK achieved returns of 26.2% [4] - JKHY has been trading below its 50-day and 200-day moving averages since the end of July, indicating a bearish trend [4] Dividend and Competitor Comparison - On August 25, JKHY's stock fell 2.3% after the company declared a quarterly dividend of $0.58 per share, payable on September 26 [5] - JKHY's competitor, Fidelity National Information Services, Inc. (FIS), has outperformed JKHY with a 21.5% increase year-to-date and 24.9% gains over the past 52 weeks [5] Analyst Ratings - Wall Street analysts have a cautious outlook on JKHY, with a consensus "Hold" rating from 17 analysts [6] - The mean price target for JKHY is $178.58, suggesting a potential upside of 19% from current price levels [6]

Group 1 - International Business Machines Corporation (IBM) has been experiencing a decline in stock price despite strong earnings and positive commentary, particularly after reaching nearly $300 in early July [1] - Jim Cramer suggests that the recent quarter, while not perfect, presents a buying opportunity, indicating confidence in CEO Arvind Krishna's leadership and the company's valuation at 22 times earnings [1] - IBM offers a variety of integrated services and solutions, including hybrid cloud and AI platforms, as well as server and storage solutions tailored for hybrid cloud environments [2] Group 2 - There is a belief that certain AI stocks may provide greater upside potential and carry less downside risk compared to IBM, indicating a competitive landscape in the AI sector [3]