Industry Overview - The AI infrastructure space is experiencing significant growth, with fears related to DeepSeek being overblown. Confidence among market participants has increased due to potential trade deals, expected rate cuts by the Fed, and reduced recession worries in the U.S. economy [1] - The AI sector is supported by a bullish demand scenario, with major companies planning to invest $325 billion in AI infrastructure by 2025, representing a 46% year-over-year increase in capital spending [4] Investment Recommendations - Five mid-cap AI infrastructure stocks are recommended for investment, having outperformed the S&P 500 in the past three months and offering deep discounted value for long-term growth. The stocks include UiPath Inc. (PATH), Five9 Inc. (FIVN), C3.ai Inc. (AI), Qualys Inc. (QLYS), and Fastly Inc. (FSLY) [2][3] Company Insights UiPath Inc. (PATH) - UiPath provides an end-to-end automation platform with a focus on robotic process automation solutions. The company has introduced new generative AI features to enhance its automation capabilities [8][10] - Expected revenue and earnings growth rates for UiPath are 8.5% and 5.7%, respectively, for the current year, with a P/E ratio of 23.9X compared to the industry average of 29.7X [11] Five9 Inc. (FIVN) - Five9 offers intelligent cloud software for contact centers, benefiting from the growing adoption of AI tools. The company recently launched its Intelligent CX Platform powered by Five9 Genius AI [12][14] - Expected revenue and earnings growth rates for Five9 are 9.6% and 11.7%, respectively, for the current year, with a P/E ratio of 10.1X compared to the industry average of 29.7X [15] C3.ai Inc. (AI) - C3.ai specializes in enterprise AI applications and aims to deepen its alignment with major cloud providers and government institutions. The company focuses on deploying actionable AI solutions [16][17] - Expected revenue and earnings growth rates for C3.ai are 20.1% and 9.8%, respectively, for the current year, but it has yet to generate profit, with an industry P/E of 20.2X [18] Qualys Inc. (QLYS) - Qualys is experiencing increased demand for cloud-based cybersecurity solutions, supported by strategic acquisitions that enhance its threat detection capabilities [19][21] - Expected revenue and earnings growth rates for Qualys are 7.3% and 0.7%, respectively, for the current year, with a P/E ratio of 8.8X compared to the industry average of 11.6X [22] Fastly Inc. (FSLY) - Fastly provides infrastructure software for cloud computing and has introduced the Fastly AI Accelerator to optimize generative AI applications [23][24] - Expected revenue and earnings growth rates for Fastly are 8.6% and 25%, respectively, for 2025, but it has yet to generate profit, with an industry P/E of 29.7X [25]

Quadient recognized for the quality of its financial communication at the 2025 Transparency Awards Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, was honored at the 16th edition of the Transparency Awards, receiving the Transparency Prize in the “Outside SBF 120” category. Organized by Labrador, a leading authority in regulated information, the Transparency Awards are based on a thorough analysis of three public sources: the Universal Regis ...

Key Takeaways MetLife partners with Sprout.ai to automate claims in the U.S., Asia and Latin America. A successful LATAM pilot showed faster claims and higher customer satisfaction for MET. The AI platform enables instant decisions while preserving empathy in the claims process.MetLife, Inc. (MET) recently announced its partnership with Sprout.ai, an insurance automation company, to automate and enhance claims processes across the United States, Asia and Latin America regions. This strategic move toward d ...

Key Takeaways TTEK is seeing strong orders across the U.S. and international sectors, boosting key segment revenues. Recent acquisitions expand TTEK's reach in the water, energy, automation and federal IT markets. TTEK expects FY25 revenues of $4.400-$4.765B, up from $4.322B in FY24.Tetra Tech, Inc. (TTEK) is well-positioned for growth courtesy of strength across its end markets, strategic acquisitions and focus on operational excellence. The company remains focused on investing in growth opportunities an ...

Key Takeaways Five AI-focused mid-cap Internet Software stocks are poised for strong performance in second-half 2025. PATH, FIVN, FSLY, CALX, and CFLT have seen improved earnings estimates in recent weeks. Industry trends, including hybrid work demand and AI adoption, are fueling robust revenue and earnings growth.The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices amo ...

LONDON, June 05, 2025 (GLOBE NEWSWIRE) -- Diginex Limited (“Diginex” or the “Company”) (Nasdaq: DGNX), a leading provider of Sustainability RegTech solutions, today announced the signing of a Memorandum of Understanding (“MOU”) for a cash and share acquisition of Resulticks, a globally recognized leader in real-time, AI-driven customer engagement and data management solutions. This strategic move will significantly enhance Diginex’s capabilities in advanced data management and artificial intelligence, furth ...

Key highlights Q1 2025 consolidated revenue of €258 million, down 1.1% on a reported basis, including the contribution of Package Concierge, and down 2.5% organically(1)Continued good momentum in Digital and Lockers, with double-digit growth in subscription-related revenueLow point in the renewal cycle of mail equipment installed base, as expectedPositive current EBIT evolution supported by all three Solutions Acceleration of digital financial automation strategy in Europe with the acquisition of Serensia, ...

Core Insights - Emerson is enhancing industrial automation through advanced AI solutions, aiming to optimize autonomous operations for manufacturers across various industries [1][9] - The company addresses the limitations of public generative AI technologies by offering local, industry-specific models that ensure reliability and safety in mission-critical environments [2][3][4] AI Portfolio and Solutions - Emerson's AI portfolio includes local models that are based on first principles, providing trustworthy results without exposing sensitive data to public cloud systems [3][4] - The AspenTech Optiplant® AI Equipment Layout tool utilizes generative AI to generate multiple design options for industrial plants, facilitating efficient decision-making for engineers [4][5] - DeltaV™ Revamp employs AI to streamline the transition from legacy control systems to modern DeltaV systems, enhancing speed and accuracy through data analysis from past projects [5] Sustainability and Strategic Planning - AspenTech Strategic Planning for Sustainability Pathways™ uses generative AI to assist companies in developing long-term decarbonization strategies [6] - The Aspen Virtual Advisor (AVA) provides operational guidance to users, leveraging deep knowledge of planning and process control software to identify bottlenecks and achieve specific goals [7] Digital Transformation Initiatives - Emerson announced Project Beyond, a software-defined digital platform designed to manage its suite of AI applications, combining industrial AI with contextualized data across various automation environments [10] - This initiative aims to enhance flexibility, safety, sustainability, and performance in industrial automation, marking a significant advancement in the technology stack [10] Company Overview - Emerson is a global leader in industrial technology, providing advanced automation solutions that optimize business performance through intelligent devices and control systems [11]

UiPath Inc. (PATH) has experienced a challenging year, with its stock sliding 37%, significantly underperforming its industry’s 21% growth. However, the tide may be turning. Over the past month, PATH has rebounded 23%, hinting at a potential recovery.Image Source: Zacks Investment ResearchThis analysis will dive into the company’s recent performance and explore whether current market conditions and price levels present a compelling buying opportunity for investors looking for long-term value.PATH Thrives in ...

C3.ai, Inc. (AI) and UiPath Inc. (PATH) are both high-profile players in the booming AI automation sector. C3.ai specializes in enterprise AI applications, including predictive maintenance and generative AI tools, while UiPath leads in robotic process automation and is evolving toward “agentic AI” solutions. Both companies have seen recent momentum amid the broader artificial intelligence hype. In 2025, each presents a distinct case: C3.ai is smaller but growing faster, whereas UiPath is larger with more st ...