Core Insights - Unisys Corporation (UIS) shares have decreased by 12.1% over the past month, underperforming the industry and the S&P 500 [1][6] - The stock closed at $4.27, below its 52-week high of $8.93 and above its 52-week low of $3.32 [1] - The decline is attributed to lower discretionary project work and declines in third-party volume, alongside concerns over revenue from cloud applications and infrastructure solutions [4][5] Financial Performance - UIS has a forward price-to-sales (P/S) ratio of 0.15, significantly lower than peers like C3.ai (7.39X), SoundHound (26.25X), and Genpact (1.55X) [6][16] - The Zacks Consensus Estimate for UIS' earnings per share (EPS) for 2025 and 2026 remains unchanged, with projections indicating growth of 28.9% and 120.7% respectively [6] Business Development - Unisys is experiencing strong momentum in new business signings and client engagement, particularly in Device Subscription Services, application modernization, and cybersecurity [9] - The company is focusing on innovation in generative AI, cybersecurity, and quantum-resistant technologies, which are gaining traction among clients [12][13] Operational Execution - Field service activity is showing signs of recovery, supported by improving trends in infrastructure-related work and anticipation of a broader PC refresh cycle [10] - The company expects clients to accelerate technology upgrades, which will likely boost demand for high-margin services [11] Strategic Positioning - Unisys maintains a healthy financial foundation with disciplined cost management, leading to lower operating expenses and improved cash generation [14] - Recognition from industry analysts and strengthened partnerships enhance brand credibility and access to new opportunities [15]

LIBERTY LAKE, Wash., July 10, 2025 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating new ways for utilities and cities to manage energy and water, announced today that it will release financial results for the quarter ended June 30, 2025 before market opens on Thursday, July 31, 2025. The company’s press release and financial statements will be available on the company’s website at https://investors.itron.com on July 31, 2025 at 8:30 a.m. EDT followed by the management conference call at 1 ...

Group 1 - Vertiv's shares increased by 19% in June, driven by positive news from partners like Nvidia, alleviating concerns over data center capital spending slowdown [1] - The debate between bulls and bears highlights differing views on the sustainability of AI and data center spending, with bears anticipating a correction and bulls believing spending is still in early stages [2][3] - Vertiv raised its full-year 2025 sales guidance to a range of $9.325 billion to $9.575 billion, indicating confidence in future performance despite a flat year-over-year order book in Q4 2024 [4] Group 2 - Nvidia reported a 73% year-over-year increase in data center-related revenue in Q1 2026, suggesting strong underlying market growth [7] - Vertiv's products are not subject to the same export control regulations as Nvidia, although rising costs from sourcing in Mexico and China pose challenges [8] - Overall, the confirmation of ongoing growth in Vertiv's end markets positively impacted its stock performance in June, positioning it well to benefit from the data center spending boom [9]

Group 1 - Granite Construction operates in the construction industry, providing infrastructure solutions for both public and private clients [1] - The company has shown impressive performance and continues to attract attention in the market [1] Group 2 - Crude Value Insights focuses on the oil and natural gas sector, emphasizing cash flow and the potential for value and growth [1] - Subscribers benefit from a stock model account, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Key Takeaways STRL's E-Infrastructure backlog rose 27% YoY to $1.2B, with total visibility nearing $2B. AI data-center work drives 65% of the backlog, with revenues up 60% from last year. STRL eyes mid-to-high teens segment growth in 2025, with margins in the mid-20% range.Sterling Infrastructure, Inc. (STRL) continues to benefit from a strong backlog and expanding pipeline in its E-Infrastructure Solutions segment, but sustaining this visibility over the long term is becoming a key focus. As of March 31, ...

- Conference Call Scheduled for Thursday, July 31, 2025 at 9:00am ET -KFAR SAVA, Israel, July 1, 2025 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliances networking solutions, announced today that it will be releasing its second quarter 2025 results on Thursday, July 31, 2025.The Company will be hosting a conference call on that same day at 9:00am Eastern Time. On the call, management will review and discuss the results, and will also be available ...

Investor Presentation William Blair 45th Annual Growth Stock Conference We build and service the infrastructure that enables our economy to run, our people to move and our country to grow. DISCLOSURE: Forward-Looking Statements This presentation contains, and the officers and directors of the Company may from time to time make, statements that are considered forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. These forward-looking statements a ...

Company to discontinue its non-core AI semiconductor business to sharpen focus on crypto-related businessesSINGAPORE, June 23, 2025 /PRNewswire/ -- Canaan Inc. (NASDAQ: CAN) ("Canaan" or the "Company"), an innovator in crypto mining, today announced that it has commenced a strategic realignment aimed at sharpening its focus on its core businesses of bitcoin mining machine sales, self-mining operations, and consumer mining products. As part of this initiative, the Company will discontinue its non-core AI sem ...

Key Takeaways Sterling (STRL) dominated headlines following the announcement of its acquisition. STRL is acquiring CEC in an attempt to bolster its Data Center capabilities. CEC will join Sterling's E-Infrastructure segment. Mergers and acquisitions (M&A) activity has fluctuated quite notably post-COVID, with lingering uncertainty and a whole host of other issues weighing down deal-making since.  But over the last year, it’s slowly returning to the market, with several companies, including Sterling Infras ...

Key Takeaways Investors can obtain exposure to the AI trade through several angles. ETN and VRT have benefited from red-hot demand, with their quarterly results regularly strong as of late. Expect the AI frenzy to last for years, as these companies' results allude to it going nowhere anytime soon. Artificial intelligence (AI) remains among the hottest market topics, with investors continuing to seek ways to obtain exposure. The theme has undoubtedly been the strongest we’ve seen in years, with many stocks ...