We recently published 17 Stocks Jim Cramer Talked About.  Gartner, Inc. (NYSE:IT) is one of the stocks that Jim Cramer talked about. Gartner, Inc. (NYSE:IT) is one of the largest information technology services firms in the world. Its shares are down by 69% over the past year and by 33% year-to-date following a major selloff on February 3rd. After the selloff, Truist slashed Gartner, Inc. (NYSE:IT)’s share price target to $170 from $300 and kept a Buy rating on the shares. The services firm’s Insights pro ...

by building genuine empathy at scale.Learn more at [www.empathylab.com] and follow us on [LinkedIn]About EPAM SystemsSince 1993, EPAM Systems, Inc. has used its software engineering expertise to become a leading global provider of digital engineering, cloud and AI-enabled transformation services, and a leading business and experience consulting partner for global enterprises and ambitious startups. We address our clients' transformation challenges by focusing EPAM Continuum's integrated strategy, experience ...

Market Overview - The U.S. stock market experienced volatility, with the S&P 500 finishing just one-third of a point lower, while the Dow and Nasdaq saw slightly larger declines of -0.13% and -0.16% respectively. The Russell 2000 was the worst performer, declining by -0.38% due to concerns about potential rate cuts being delayed by a strong job market [2]. Company-Specific Updates - Ernst & Young flagged a $27 billion data-center project by Meta as a "critical audit matter," which was not included on the company's balance sheet. This project, named the Hyperion Data Center, is a joint venture with Blue Owl Capital and was announced in late October [3]. - The precarious nature of large off-balance sheet deals has drawn comparisons to the Dot-com Bubble, where such practices were linked to questionable business behavior [4]. Stock Performance Winners - Diodes, Inc. (Ticker: DIOD) saw a significant increase of 29.60%, closing at $79.96 with a market cap of $3.71 billion [6]. - Teradata Corp (Ticker: TDC) rose by 24.89%, closing at $36.51 with a market cap of $3.40 billion [6]. - BorgWarner Inc. (Ticker: BWA) increased by 22.33%, closing at $66.03 with a market cap of $14.13 billion [6]. - Vertiv Holdings Co. (Ticker: VRT) gained 19.22%, closing at $237.98 with a market cap of approximately $90.998 million [6]. - Generac Holdings Inc. (Ticker: GNRC) rose by 17.22%, closing at $213.70 with a market cap of $12.54 billion [6]. Losers - The midday market showed that nearly two-thirds of U.S. issues were declining, with the Russell 2000 down by 1.12% [5].

Group 1 - The core point of the article is that Unisplendour Corporation has terminated its plan to list in Hong Kong and will instead raise up to 5.57 billion yuan through A-share placement [1][2] Group 2 - Unisplendour originally planned to initiate its Hong Kong IPO preparations in April 2025, aiming to raise approximately 7.8 billion Hong Kong dollars [2] - The company plans to issue 430 million new shares to no more than 35 specific investors, with the raised funds intended for increasing its stake in server manufacturer New H3C by 6.98%, purchasing R&D equipment, and repaying bank loans [2]

Group 1 - Beijing Yuean Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on information technology consulting, computer system services, data processing and storage support services, internet data services, and information system integration services [1] - The company is wholly owned by Shanghai Baiduan Intersection Enterprise Management Co., Ltd., which is a wholly-owned subsidiary of Beijing Zitian Network Technology Co., Ltd. [2]

Core Insights - Kyndryl Holdings' CFO, David Wyshner, has departed from the company during an ongoing review of its accounting practices [1] Company Summary - The departure of the CFO indicates potential issues within Kyndryl Holdings' financial management and oversight [1]

Core Insights - Cognizant Technology Solutions has seen significant changes in institutional holdings, with several hedge funds increasing their stakes substantially in recent quarters [1][5] - Analysts have mixed ratings on Cognizant, with target prices ranging from $82.00 to $100.00, indicating a generally positive outlook [2] - Recent insider transactions show a decrease in positions by some directors, which may indicate a cautious sentiment among insiders [3] Institutional Holdings - NewSquare Capital LLC raised its holdings by 71.8%, now owning 366 shares valued at $29,000 after acquiring 153 additional shares [1] - High Note Wealth LLC increased its stake by 22,450.0%, owning 451 shares worth $30,000 after purchasing 449 shares [1] - E Fund Management Hong Kong Co. Ltd. raised its stake by 267.7%, now holding 603 shares valued at $40,000 after acquiring 439 shares [1] - 92.44% of Cognizant's stock is owned by hedge funds and institutional investors [1] Analyst Ratings - Citigroup maintained a "neutral" rating with a price target increase from $75.00 to $86.00 [2] - Morgan Stanley raised its target price from $80.00 to $82.00, maintaining an "equal weight" rating [2] - Deutsche Bank upgraded Cognizant from "hold" to "buy," setting a target price of $100.00 [2] - The average target price among analysts is $90.78, with nine analysts rating it as a Buy and twelve as Hold [2] Insider Transactions - Director Michael Patsalos-Fox sold 2,000 shares at an average price of $84.23, totaling $168,460, resulting in a 6.30% decrease in his position [3] - Insider Surya Gummadi sold 1,728 shares at an average price of $83.06, totaling $143,527.68, also reflecting a 6.31% decrease in his position [3] - Over the last quarter, insiders sold 29,434 shares valued at $2,460,809, with insiders owning 0.32% of the stock [3] Financial Performance - Cognizant reported earnings of $1.35 per share, exceeding analysts' expectations of $1.32, with revenue of $5.33 billion, slightly above the expected $5.31 billion [6] - The company experienced a 4.9% year-over-year revenue growth compared to the same quarter last year [6] - Cognizant has set its FY 2026 guidance at an EPS range of 5.560-5.700, with analysts expecting an EPS of 4.98 for the current year [6] Dividend Information - Cognizant announced a quarterly dividend of $0.33, an increase from the previous $0.31, representing an annualized dividend of $1.32 and a yield of 1.7% [7] - The dividend payout ratio stands at 27.25% [7] Company Overview - Cognizant Technology Solutions is a global professional services company providing IT, consulting, and business process services [8] - The company specializes in digital engineering, application development, cloud migration, data analytics, and cybersecurity [8] - Cognizant operates across the Americas, Europe, and Asia, with a focus on technology-enabled transformations for large enterprises [9]

Core Insights - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] - The Zacks Growth Style Score helps identify promising growth stocks, with Epam (EPAM) currently recommended due to its favorable Growth Score and top Zacks Rank [2] Earnings Growth - Earnings growth is crucial for growth investors, with double-digit growth being highly desirable as it indicates strong prospects [3] - Epam's historical EPS growth rate is 6.5%, but projected EPS growth for this year is 10.1%, surpassing the industry average of 8.2% [4] Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for growth investing, indicating how efficiently a company generates sales from its assets [5] - Epam has an S/TA ratio of 1.11, outperforming the industry average of 0.9, indicating higher efficiency in asset utilization [5] Sales Growth - Sales growth is also a key factor, with Epam expected to achieve a sales growth of 6.9% this year, compared to the industry average of 6% [6] Earnings Estimate Revisions - Trends in earnings estimate revisions are significant, with positive revisions correlating with stock price movements [7] - Epam's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 0.2% over the past month [7] Overall Positioning - Epam holds a Zacks Rank of 2 and a Growth Score of B, positioning it well for potential outperformance in the market [9]

Group 1 - DXC Technology has appointed Rob Le Busque as President of Asia Pacific & Japan, effective immediately [1] - Le Busque will focus on shaping DXC's growth strategy in the APJ region, enhancing client relationships, and driving sales excellence [2] - His previous experience includes serving as Asia Pacific Regional Vice President at Verizon Business, where he achieved sustained growth in consulting, managed services, and cybersecurity [3][4] Group 2 - Le Busque possesses deep expertise in large-scale digital initiatives and cybersecurity, with a proven track record of delivering strategic outcomes [4] - He has been involved with the American Chamber of Commerce Australia and is a member of the Australian Institute of Company Directors [4] - DXC Technology is recognized as a leading global provider of IT services, helping clients modernize their systems and integrate AI into operations [5]

Core Insights - Cognizant Technology Solutions has seen significant institutional investment, with Vanguard Group increasing its holdings by 1.3% to 59,854,530 shares valued at approximately $4.67 billion [1] - The company reported a quarterly earnings per share of $1.39, exceeding the consensus estimate of $1.30, and revenue of $5.42 billion, surpassing the expected $5.32 billion [4] - Analysts have set new price targets for Cognizant, with JPMorgan raising its target from $89.00 to $92.00, and Berenberg Bank setting a target of $107.00 [5] Institutional Ownership - Institutional investors own 92.44% of Cognizant Technology Solutions' stock, indicating strong institutional confidence in the company [1] - AustralianSuper Pty Ltd acquired 65,924 shares valued at approximately $4.42 million during the third quarter [6] Insider Transactions - CEO Ravi Kumar Singisetti sold 2,950 shares at an average price of $85.06, resulting in a 3.77% decrease in his position [2] - Director Michael Patsalos-Fox sold 2,000 shares at an average price of $84.23, representing a 6.30% decrease in his ownership [2] - Insiders sold a total of 27,706 shares valued at $2.32 million over the last quarter, with insiders currently owning 0.32% of the stock [2] Financial Performance - Cognizant's market capitalization stands at $39.61 billion, with a price-to-earnings ratio of 19.04 and a PEG ratio of 1.59 [3] - The company has a debt-to-equity ratio of 0.04, indicating low leverage, and a current ratio of 2.36, suggesting strong liquidity [3] - The stock has a 1-year low of $65.15 and a high of $90.82, reflecting volatility in its price performance [3] Analyst Ratings - The average rating for Cognizant Technology Solutions is "Hold," with nine analysts rating it as a Buy and twelve as a Hold [5] - The average price target for the stock is $90.28, indicating potential upside based on current trading levels [5]