Mr. Singh will participate in a fireside chat at 11:00 AM ET on Tuesday, January 13, 2026. A live webcast and replay of the discussion will be available by visiting PAR Technology's website at https://www.partech.com/investor-relations/. PAR management will also be conducting a series of one-on-one meetings with investors attending the conference. ABOUT PAR TECHNOLOGY CORPORATION th NEW HARTFORD, N.Y.--(BUSINESS WIRE)--PAR Technology Corporation (NYSE: PAR) a global foodservice technology company today anno ...

Insight Enterprises Inc. (NASDAQ:NSIT) is one of the best beaten-down technology stocks to buy according to hedge funds. On December 19, Insight Enterprises Inc. (NASDAQ:NSIT) amended its asset-based lending credit agreement by entering into an amendment with JPMorgan and other syndicate lenders. Insight Enterprises, Inc. (NSIT) Bolsters Credit Line to $2 Billion & Approves $299 Buyback Program The amendment increased the company’s credit facility from $1.8 billion to $2 billion, with $1.65 billion avail ...

Core Insights - Oracle reported revenue of $16.06 billion for the quarter ended November 2025, reflecting a year-over-year increase of 14.2% and an EPS of $2.26, up from $1.47 in the same quarter last year, although the revenue fell short of the Zacks Consensus Estimate by 0.55% [1] Financial Performance - Revenue growth was driven by a 17.2% increase in the Americas, reaching $10.47 billion, while Asia-Pacific saw a 4.9% increase to $1.83 billion, and Europe, the Middle East, and Africa reported an 11.2% increase to $3.76 billion [4] - Hardware revenue was $776 million, exceeding estimates of $713.6 million, marking a 6.6% year-over-year increase, while services revenue reached $1.43 billion, surpassing the $1.36 billion estimate with a 7.4% increase [4] - Software license revenue was $939 million, below the $1.18 billion estimate, and total software revenue was $5.88 billion, also below the $6.06 billion estimate [4] - Cloud revenue totaled $7.98 billion, slightly below the $8.01 billion estimate, with cloud applications revenue at $3.9 billion, a decrease of 18.5% year-over-year, and cloud infrastructure revenue at $4.08 billion, down 32.3% year-over-year [4] Stock Performance - Oracle's shares have returned -6.2% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, and the stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - GameStop Corp (GME) reported strong fiscal Q2 results, but the stock is currently trading lower than its recent highs, raising questions about investment opportunities [1][3] - The company experienced a 4.57% year-over-year decline in Q3 revenue, totaling $821 million, which is a 15.5% decrease from the previous quarter [3] - Despite lower sales, GME's gross margin improved to 33.3%, driven by a significant increase in Collectibles sales, which rose 49.7% year-over-year [4] - The adjusted EBITDA margin remained stable at 7.84%, indicating continued profitability despite declining sales [5] - Free cash flow (FCF) margin increased to 13.0% in Q3, suggesting improved cash generation from operations [6] - There is a notable increase in call options trading for GME, with 6,185 call options at a $25 strike price, indicating bullish sentiment among investors [8] Financial Performance - Q3 revenue was $821 million, down 4.57% year-over-year and 15.5% from the previous quarter [3] - Gross margin improved to 33.3%, up from 29.9% a year ago and 29.1% last quarter [4] - Adjusted EBITDA margin was 7.84% in Q3, slightly up from 7.79% in Q2 [5] - Free cash flow generated was $107 million, with a margin of 13.0%, compared to 11.65% in the previous quarter [6] Market Activity - There is significant call options trading activity, with 6,185 contracts at a $25 strike price, suggesting bullish investor sentiment [8]

Financial Data and Key Metrics Changes - Net sales increased by 19% to $614 million, driven by new store openings and comparable store sales growth [16] - Comparable store sales rose by 3.3%, supported by a mid-single-digit increase in transactions, partially offset by a decrease in average ticket price [16] - Adjusted net income and adjusted earnings per share increased by 29% to $46 million and $0.75, respectively [17] - Adjusted EBITDA increased by 22% to $73 million, with an adjusted EBITDA margin increase of 30 basis points to 11.9% [17] - Total cash and investments rose by 42% to $432 million, with no meaningful long-term debt [18] Business Line Data and Key Metrics Changes - The company opened 32 new stores in Q3, totaling 645 stores, representing an 18% year-over-year growth [15] - Membership in the Ollie's Army loyalty program increased by 12% to 16.6 million members, driven by new customer acquisition [15] - The top five performing categories were food, seasonal, hardware, stationery, and lawn and garden [16] Market Data and Key Metrics Changes - The company noted strength in higher-income consumers, particularly those with household incomes above $100,000, and upper middle-income consumers [28] - There was a slight softness in the lower-income consumer segment, potentially attributed to external economic factors [29] Company Strategy and Development Direction - The long-term target is to reach 1,300 stores, with a commitment to a minimum of 10% annual unit growth [5] - The company is focusing on customer acquisition and loyalty through the Ollie's Army program, which has shown strong growth [8] - The marketing strategy is shifting towards a digital-first approach, reallocating resources from traditional print to digital media [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning, citing strong deal flow, expanding customer base, and widening price gaps [24] - The company raised its full-year sales and earnings outlook based on better-than-expected Q3 results and a strong start to Q4 [15] - Management acknowledged the challenges in the retail environment but emphasized the opportunities for growth due to market consolidation [6] Other Important Information - The company plans to expand its Texas distribution center by 150,000 sq ft and increase service capacity by approximately 50 stores [13] - Capital expenditures totaled $31 million for the quarter, primarily for new store openings and supply chain investments [18] Q&A Session Summary Question: Can you frame out the state of your consumer in light of your basket commentary? - Management noted strength in higher-income consumers and some softness in lower-income consumers, potentially due to external factors [28][29] Question: Could you elaborate on the components of the third-quarter comp? - Management reported a positive 3.3% comp, with mid-single-digit positive transaction trends, while basket size declined due to lower average unit retail [35][36] Question: Can you talk about customer acquisition trends? - Management highlighted strong customer acquisition, particularly among younger demographics and higher-income groups, with good retention rates [44] Question: What are your expectations for the Q4 comp? - Management indicated that comps are currently running ahead of guidance, driven by strong transaction trends and improved average unit retail [86] Question: How do you see the impact of tariff-related expenses on gross margin? - Management acknowledged that tariff-related expenses impacted gross margin but noted several tailwinds that could support margin stability [89]

With a market cap of $19 billion, Vernon Hills, Illinois-based CDW Corporation (CDW) is a leading provider of information technology solutions across the United States, United Kingdom, and Canada, serving corporate, small business, and public sector clients. The company delivers a wide range of hardware, software, and integrated IT services, including hybrid infrastructure, digital experience, and security solutions. Companies worth more than $10 billion are generally described as “large-cap” stocks, and ...

Analysts on Wall Street project that Oracle (ORCL) will announce quarterly earnings of $1.63 per share in its forthcoming report, representing an increase of 10.9% year over year. Revenues are projected to reach $16.15 billion, increasing 14.8% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. ...

Core Insights - Fastenal Company (FAST) has a market capitalization of $47.9 billion and operates as a global wholesale distributor of industrial and construction supplies, serving various markets including manufacturing, maintenance, construction, transportation, and government [1][2]. Stock Performance - FAST stock has decreased by 17.5% from its 52-week high of $50.63 and has fallen nearly 17% over the past three months, underperforming the Industrial Select Sector SPDR Fund (XLI), which gained 2.3% in the same period [3]. - Year-to-date, FAST stock is up 16.1%, slightly lagging behind XLI's 17.7% increase, and has risen 1.6% over the past 52 weeks compared to XLI's 8.7% return [4]. Recent Financial Results - On October 13, Fastenal reported weaker-than-expected Q3 2025 profit of $0.29 and revenue of $2.13 billion, leading to a 7.5% drop in shares. The company also indicated a slight margin squeeze in Q4 due to rising supply-chain costs and accelerated inventory deliveries ahead of tariffs [5]. Competitive Position - Despite the recent performance dip, FAST has outperformed its competitor W.W. Grainger, Inc. (GWW), which has seen a decline of 18.8% over the past 52 weeks and 8.1% year-to-date [5]. - Analysts maintain a cautious outlook on FAST, with a consensus rating of "Hold" from 17 analysts and a mean price target of $44.92, representing a 7.6% premium to current levels [6].

Company Overview - Itron, Inc. is a leading technology provider specializing in integrated solutions for utilities and smart cities, addressing energy, water, and infrastructure management needs [5] - The company generates revenue through direct sales and partnerships by providing end-to-end measurement, control, and analytics solutions, as well as cloud-based services and ongoing maintenance [8] - Itron's strategy focuses on combining hardware, network connectivity, and advanced analytics to deliver operational efficiency and actionable insights for clients [6] Financial Metrics - As of November 5, 2025, Itron's share price was $107.15, with a market capitalization of $4.87 billion [4] - The company's revenue for the trailing twelve months (TTM) was $2.41 billion, and net income for the same period was $257.53 million [4] Investment Activity - Impax Asset Management Group increased its investment in Itron by acquiring approximately 890,040 shares, raising the position's value by $105.16 million, totaling 1,588,950 shares worth $197.15 million as of September 30, 2025 [2][3] - The Itron stake represents 1.15% of Impax's 13F assets under management (AUM) after the trade [3] Market Position and Growth Potential - Itron plays a crucial role in modernizing utility infrastructure, with its devices measuring and managing electricity and water flow [11] - The company has strategic customer relationships and high switching costs, which could support long-term growth if it successfully expands its revenue from analytics, software, and higher-margin services [12] - Itron's importance is underscored by its ability to help cities respond to aging infrastructure, tighter regulations, and rising efficiency demands [11]

Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer put under the spotlight. Cramer highlighted the company borrowing money to build data centers, as he remarked: “Now, co-founder, chairman, and CTO, Larry Ellison, who is brilliant and tough, is back in the driver’s seat. He’s going full tilt. He’s pushing all of his chips, putting, everything’s going to be on AI here… and Wall Street clearly feels a lot worse about that idea than it did just a couple of months ago. Photo by Artem Podrez on ...