BI Asset Management Fondsmaeglerselskab A S increased its stake in Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 281.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 103,289 shares of the information technology service provider’s stock after acquiring an additional 76,185 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Cognizant Technology Solutions were worth $6,928,000 ...

Investor Presentation February 5, 2026 NASDAQ/TSX: OTEX Safe Harbor and IP Statement This presentation contains forward-looking statements or information (forward-looking statements) within the meaning of the Private Securities Litigation Reform Act of 1995, Section 21E of the U.S. Securities Exchange Act of 1934, as amended (the Exchange Act), Section 27A of the U.S. Securities Act of 1933, as amended, and other applicable securities laws of the United States and Canada, and is subject to the safe harbors ...

After nearly twenty-six years in the wilderness, Cisco Systems (CSCO) has finally closed the loop on its own history. The stock has climbed above its dot-com era intraday peak, rewriting the legacy of a company once crowned the poster child of internet excess. This renewed relevance increasingly centers on artificial intelligence (AI). Nevertheless, its shares reached an almost 20-year high on Feb. 1 and followed with a fresh 52-week high today of $84.24, supported by enterprise network refresh cycles an ...

We came across a bullish thesis on Akamai Technologies, Inc. on FatAlpha’s Substack. In this article, we will summarize the bulls’ thesis on AKAM. Akamai Technologies, Inc.'s share was trading at $102.10 as of January 28th. AKAM’s trailing and forward P/E were 29.94 and 13.89 respectively according to Yahoo Finance. Akamai Technologies, Inc. (AKAM) is a global infrastructure software company that has undergone a multi-year transformation from a pure content delivery network (CDN) provider into a broader ...

Core Insights - Visa Inc. is recognized as one of the 12 Best Stocks to Buy for the Long Term [1] - Piper Sandler has adjusted its price target for Visa shares from $165 to $160 while maintaining an Overweight rating [2] - Visa's revenue is projected to grow at a compound annual rate of 12.9% from fiscal 2020 to fiscal 2025, with expectations of continued double-digit growth in the coming years [3] Market Dynamics - The U.S. remains Visa's largest market, but faster growth is anticipated in emerging economies such as parts of Asia, Africa, and Latin America, where digital payments are still evolving [4] - The shift towards cashless and electronic payments, along with Visa's value-added services like analytics, consulting, and cybersecurity, are key drivers of growth as commerce becomes more digital [2][4] Company Overview - Visa Inc. operates as a global payments technology company, facilitating commerce and money movement across over 200 countries and territories [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]

Group 1 - Leidos Holdings, Inc. (NYSE:LDOS) is recognized as one of the best cybersecurity stocks to buy in 2026, but analysts have recently lowered their price targets, with TD Cowen reducing it from $210 to $190 and UBS from $216 to $204 while maintaining a Hold rating [1][2] - The demand for Leidos' Veterans Benefits Administration medical exam business remains strong; however, increased competition from a fourth provider poses a threat to the company's market position, especially with major contracts up for rebid in 2027 [2][3] - UBS anticipates headwinds for Leidos in 2026, projecting that margins will remain below consensus but above the long-term historical average, indicating potential challenges ahead for the company [3] Group 2 - The Veterans Benefits Administration is a significant contributor to Leidos' profits, meaning any negative impact from increased competition could substantially affect earnings [2] - The company specializes in digital modernization, cybersecurity, logistics, and defense and mission systems for federal agencies, military, and intelligence clients, positioning it within a critical sector of government contracting [3]

Core Insights - Booz Allen Hamilton is a leading management and technology consulting firm, offering services in analytics, engineering, digital solutions, and cybersecurity, which has helped secure long-term contracts globally [1] Financial Performance - The company is set to release its quarterly earnings on January 23, 2026, with analysts estimating earnings per share of $1.26 and projected revenue of $2.73 billion [2][6] - Booz Allen's stock price has surged by 12.8% over the past month, significantly outperforming the industry's growth rate of 1.1% [2] Strategic Initiatives - A strategic partnership with Andreessen Horowitz aims to enhance advanced technology solutions for government applications, reinforcing Booz Allen's position in technical innovation [3][6] Valuation Metrics - The company is trading at a P/E ratio of approximately 14.30, a price-to-sales ratio of about 1.01, and an enterprise value to sales ratio of around 0.96, indicating a slightly lower valuation considering debt and cash [4] - The earnings yield is about 6.99%, suggesting a solid return on investment [4][6] Financial Health - Booz Allen has a debt-to-equity ratio of approximately 0.33, indicating a moderate level of debt compared to equity, and a current ratio of about 1.76, showing the ability to cover short-term liabilities [5]

Core Viewpoint - Akamai Technologies, Inc. is a leading provider of internet infrastructure and cloud services, focusing on web performance, cybersecurity, and edge cloud computing, with a market cap of $13.4 billion [1] Financial Performance - Akamai is expected to report fiscal Q4 2025 earnings of $1.13 per share, a 5% decrease from $1.19 per share in the same quarter last year [2] - For fiscal 2025, analysts anticipate EPS of $4.56, a slight increase from $4.54 in fiscal 2024, with a projected annual growth of 1.5% to $4.63 in FY2026 [3] Stock Performance - Over the past 52 weeks, Akamai's shares have increased by 3.3%, underperforming the S&P 500 Index's rise of 16.9% and the Technology Select Sector SPDR Fund's gain of 26.4% [4] Analyst Sentiment - Investor sentiment improved significantly after Morgan Stanley upgraded Akamai to "Overweight" and raised its price target to $115 from $83, resulting in a 3.5% increase in share price [5] - The consensus rating for Akamai stock is "Moderate Buy," with 10 out of 22 analysts recommending a "Strong Buy," one a "Moderate Buy," nine "Holds," and two "Strong Sells." The mean price target of $99.95 indicates a 6.9% premium from current market prices [6]

Group 1 - Cloudflare Inc. (NYSE:NET) is recognized as one of the top software infrastructure stocks to buy, particularly due to the increasing importance of AI-driven security in enterprise risk management [1][2] - The demand for cybersecurity solutions, including Identity, Data, Cloud, and Zero Trust Security, is expected to rise as organizations expand their use of generative and agentic AI [2] - As of January 7, 2025, Cloudflare's stock has delivered over 80% returns, with analyst consensus indicating a 28% upside potential, and nearly 60% of analysts rating it as a Buy or equivalent [3] Group 2 - Some analysts, including those from Piper Sandler, have expressed concerns regarding Cloudflare's current valuation, leading to a Neutral rating and a reduced price target of $220, down from $249 [4] - Despite the valuation concerns, Cloudflare is still viewed as a best-in-class infrastructure company, although analysts believe its current valuation reflects most of its growth prospects [4] - Cloudflare Inc. offers a variety of services, including content delivery network, cybersecurity, and DDoS mitigation, positioning it well within the cloud services market [5]