Core Insights - Booz Allen Hamilton Holding Corporation (BAH) shares have increased by 4.6% over the past month, significantly outperforming the industry, which saw a decline of 0.4% [1][8] - The company has a Growth Score of A, indicating strong financial metrics that reflect the quality and sustainability of its growth [1] Factors Supporting Growth - BAH's strategy focuses on potential growth areas, emphasizing a commercially oriented, outcome-based approach while restructuring to achieve $150 million in annual cost reductions [2] - The company aims to reduce costs in stable sectors and invest in high-potential areas such as cybersecurity, AI, and warfighting technology, driven by increasing cyber threats and global AI adoption [2] Financial Position - As of September 30, 2025, BAH reported cash and equivalents of $816 million and current debt of $83 million, indicating a strong balance sheet with ample cash available for growth investments and shareholder distributions [3] - The company's liquidity is robust, with a current ratio of 1.76, surpassing the industry average of 1.19, suggesting a solid ability to meet short-term obligations [4] Risk Consideration - BAH primarily provides consulting services to the U.S. government, resulting in stable revenues but limiting rapid growth potential, which may not appeal to momentum investors [5] Comparative Analysis - BAH currently holds a Zacks Rank of 3 (Hold), while Genpact and Palantir Technologies are better-ranked stocks in the broader Business Services sector, with Zacks Ranks of 2 (Buy) [6][7]

Core Viewpoint - Legence Corp. is conducting a secondary underwritten public offering of 7,000,000 shares of its Class A common stock, with an additional option for underwriters to purchase up to 1,050,000 shares [1] Company Overview - Legence is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings, specializing in HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems [5] - The company enhances energy efficiency, reliability, and sustainability in both new and existing facilities, serving over 60% of the Nasdaq-100 Index among its clients [5] Offering Details - The offering will not involve Legence selling any shares or receiving proceeds; instead, it is solely for the selling stockholders affiliated with Blackstone Inc. [2] - Goldman Sachs & Co. LLC and Jefferies are the joint lead book-running managers for the offering, with Blackstone Capital Markets acting as a co-manager [2] - The shares are being offered under a Registration Statement filed with the SEC on December 9, 2025, which has not yet become effective [4]

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Core Viewpoint - RBC Capital has set a price target of $200 for Marsh McLennan, indicating a potential upside of approximately 11.56% from its current trading price of $179.28 [1][6] Group 1: Company Overview - Marsh & McLennan Companies, Inc. operates in the insurance and risk services sector with a market valuation of $88.36 billion [1][6] - The current stock price of MMC is $179.59, reflecting a decrease of $1.33 or about -0.74% [4] Group 2: Growth Strategy - The company is leveraging its consulting strength through subsidiaries like Mercer and Oliver Wyman to drive growth [2][6] - Strategic initiatives include acquisitions and digital expansion, supported by improving demand for its services [3][6] - Revenue gains are anticipated in 2025 and 2026, driven by renewals, new business, and geographic strength [2] Group 3: Financial Performance - Marsh & McLennan is experiencing rising earnings estimates and maintaining steady cash flow, positioning it well for continued expansion [2][3] - The stock has traded between a low of $178.50 and a high of $181.26 today, with a yearly high of $248 and a low of $174.18, indicating market volatility [4] Group 4: Market Position - With a trading volume of 1,814,017 shares on the NYSE, Marsh & McLennan remains a significant player in the market [5] - The company's focus on strategic growth and shareholder returns suggests it is well-positioned for meaningful growth in the coming years [5][6]

Core Insights - Brown & Brown, Inc. (BRO) is valued at a market cap of $27.6 billion and is one of the largest insurance brokerage firms in the U.S., offering a variety of insurance products and services across four main segments [1] Financial Performance - In the third quarter, Brown & Brown reported $1.6 billion in revenue, a 35.4% increase year-over-year, primarily driven by acquisitions [4] - Commissions and fees rose 34.2% to approximately $1.6 billion, while adjusted EBITDAC increased 41.8% to $587 million, resulting in a margin of 36.6% [4] - However, income before taxes decreased by 1.9% to $311 million, net income fell 3% to $227 million, and diluted EPS dropped to $0.68, a decline of roughly 16% [5] - For the fiscal year ending December 2025, analysts project a 10.7% year-over-year growth in adjusted EPS to $4.25 [5] Stock Performance - Over the past 52 weeks, BRO shares have decreased by 26.7%, underperforming the S&P 500 Index, which has increased by 13.7% [2] - Year-to-date, BRO shares are down 20.9%, compared to a 13.4% gain in the S&P 500 [2] - The stock has also underperformed the Financial Select Sector SPDR Fund's (XLF) return of 3.2% over the past 52 weeks [3] Analyst Ratings - Among 18 analysts covering BRO, the consensus rating is a "Hold," consisting of three "Strong Buy" ratings, one "Moderate Buy," 13 "Holds," and one "Moderate Sell" [6]

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds. Even among blue-chip stocks, not all investments are created equal - which is why we built StockStory to help you navigate the market. That said, here is one S&P 500 stock that is positioned to outperform and two best left off your watchlist. Two Stocks to Sell: F5 (FFIV) Market Cap: $14.31 billion ...

Core Insights - Teradata reported $416 million in revenue for Q3 2025, a year-over-year decline of 5.5%, with an EPS of $0.72 compared to $0.69 a year ago, exceeding the Zacks Consensus Estimate of $405.7 million by 2.54% and delivering an EPS surprise of 35.85% against a consensus estimate of $0.53 [1] Financial Performance Metrics - Annual recurring revenue (ARR) totaled $1.49 billion, surpassing the two-analyst average estimate of $1.39 billion - Public Cloud ARR was reported at $633 million, closely matching the average estimate of $633.62 million - Revenue from perpetual software licenses and hardware was $3 million, significantly below the average estimate of $4.02 million, reflecting a 57.1% decline year-over-year - Recurring revenue stood at $366 million, slightly above the three-analyst average estimate of $352.45 million, representing a year-over-year change of -1.6% - Revenue from consulting services was $47 million, compared to the average estimate of $48.6 million, indicating a 23% year-over-year decline [4] Stock Performance - Teradata shares have returned -6.2% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change, and the stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Artificial intelligence (AI) stocks have significantly influenced the stock market, but quantum computing is emerging as another transformative technology attracting investor interest [1][2] - IonQ, a key player in quantum computing, has seen its stock price increase by over 1,200% in the past three years, raising questions about the timing for new investments [2] Industry Overview - Quantum computing is positioned to solve complex problems that classical computers cannot, utilizing qubits instead of traditional bits for data processing [3] - Major tech companies like Alphabet and Microsoft are investing in quantum technology, alongside emerging pure-play quantum computing firms like IonQ [4] Company Profile: IonQ - IonQ aspires to be the "Nvidia of quantum computing," aiming to provide a comprehensive range of products and services similar to Nvidia's offerings in the AI sector [5] - The company currently sells quantum hardware, networking products, and related services, making its quantum computers available through major cloud platforms such as Microsoft Azure, Amazon Web Services, and Google Cloud [6] - IonQ is generating revenue from its quantum systems, although it is experiencing a deepening net loss [7]

Core Insights - Jacobs Solutions Inc. has been appointed by Dallas-Fort Worth International Airport to lead a digital transformation project aimed at enhancing data-driven operations at the airport [1][10] - The project focuses on integrating cybersecurity, artificial intelligence, machine learning, and data analytics to support decision-making and long-term innovation [2][10] - Following the announcement, Jacobs' shares increased by 1.7% during trading hours [3] Investment Focus - Demand for Jacobs' consulting services has risen due to successful project execution across various sectors, including life sciences, infrastructure, and cybersecurity, leading to increased client spending [4] - In Q3 of fiscal 2025, Jacobs secured significant projects in Water & Environmental sectors, including the modernization of a wastewater treatment facility and converting a manufacturing site into a data center, showcasing its role in future-ready infrastructure [5] Leadership in Aviation Infrastructure - Jacobs is involved in major airport projects globally, including those at Heathrow, Denver, and Los Angeles, highlighting its expertise in sustainable infrastructure [6] - The selection by DFW Airport reinforces Jacobs' strong relationships in the public infrastructure sector and positions it as a trusted partner for future government-backed initiatives [7] Financial Performance - At the end of Q3 fiscal 2025, Jacobs' consolidated backlog reached $22.7 billion, a 14.3% increase year-over-year, indicating solid growth and sustained client demand [8][10] - The company reported a 14% year-over-year growth in gross profit in backlog, reflecting a favorable outlook for the near and long term [8] Stock Performance - Jacobs' stock has increased by 13.1% over the past three months, although it lags behind the Zacks Technology Services industry's 28.6% growth [11] - The company is expected to benefit from trends in infrastructure modernization, energy transition, and national security supported by government initiatives [11]

Core Insights - Abacus Worldwide has expanded its network by incorporating Balans-Inform-Audit (BIA), an audit firm based in Uzbekistan, which enhances its presence in the region [1][2] - BIA, founded in 1999, provides services in economics, finance, and corporate management, helping companies adapt to Uzbekistan's market-oriented economy [1] - The addition of BIA is significant as Uzbekistan seeks to attract more foreign investment, necessitating local accounting expertise to navigate economic changes [2] Company Developments - Abacus Worldwide's CEO, Julio Gabay, emphasized the importance of local accounting support in light of Uzbekistan's currency reforms and corporate governance improvements [2] - In August 2025, Abacus Worldwide also added two Latin American firms, Triade Auditores e Consultores from Brazil and Seven Group G7 from Colombia, to its network [2][3] - Triade, established in 1989, offers a range of auditing services for both national and multinational corporations, while Seven Group G7 specializes in audit and accounting services with a team experienced in large companies [3] Strategic Objectives - Abacus Worldwide aims to facilitate growth for its member firms by addressing client needs both domestically and internationally [4] - The association focuses on creating partnerships with suitable firms in specific locations to support its growth objectives [4]