ASGN (ASGN) Q2 2025 Earnings Call July 23, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the ASGN Incorporated Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. It is now my pleasure to introduce your host, Kimberly Esterkin, Vice President of Investor Relations. Thank you. You may begin. Speaker1 Good afternoon. Thank you for joining us today for ASGM's Second Quarter twenty twe ...

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Company Recaps Milestones After Two Months onNASDAQ: Accelerated Growth, Strengthened Balance Sheet, Launch of High-Margin Tech Products, and Strategic Acquisition of GlobetopperNEW YORK, July 21, 2025 /PRNewswire/ -- IQSTEL Inc. (NASDAQ: IQST) has released a shareholder letter reflecting on its strategic and financial achievements during its first two months trading on the NASDAQ. The letter outlines the company's accelerating growth trajectory, successful execution of its high-margin technology strategy, ...

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Company Performance - SentinelOne's stock decreased by 3.24% to $17.92, underperforming the S&P 500, which gained 0.28% [1] - Over the past month, SentinelOne's shares increased by 3.12%, while the Computer and Technology sector rose by 6.2% and the S&P 500 by 4.37% [1] Upcoming Financial Results - SentinelOne is expected to report earnings of $0.03 per share, reflecting a year-over-year growth of 200% [2] - The consensus estimate for revenue is $242.02 million, indicating a 21.65% increase from the same quarter last year [2] Full Year Estimates - Analysts project earnings of $0.20 per share and revenue of $997.27 million for the full year, representing changes of +300% and +21.4% respectively from the previous year [3] Analyst Estimates and Outlook - Recent changes in analyst estimates suggest a favorable outlook on SentinelOne's business health and profitability [4] - The Zacks Rank system indicates that estimate revisions correlate with stock price performance, with SentinelOne currently holding a Zacks Rank of 3 (Hold) [5][6] Valuation Metrics - SentinelOne has a Forward P/E ratio of 92.91, which is higher than the industry average Forward P/E of 77.93 [6] Industry Context - The Security industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [7]

Company Overview - Check Point Software Technologies is an Israeli company with a strong background in cybersecurity, actively combating digital threats for over three decades [1] - The company currently protects more than 100,000 organizations globally [1] Market Position - Check Point has established itself as a significant player in the cybersecurity industry, indicating a robust market presence and customer trust [1] Future Outlook - The company is expected to continue its growth trajectory, leveraging its extensive experience and established reputation in the cybersecurity sector [1]

Core Viewpoint - The article suggests that Arista Networks and Micron are more reliable investment options in the booming AI market compared to SoundHound AI, which has faced challenges despite its growth potential [1][6]. Group 1: SoundHound AI - SoundHound AI has been a polarizing investment since its public debut, initially attracting attention due to rapid growth and a diverse customer base [2]. - Much of SoundHound's growth has been driven by acquisitions rather than organic improvements, and it remains deeply unprofitable [3]. - Analysts expect SoundHound's revenue to grow at a compound annual growth rate (CAGR) of 48% from 2024 to 2027, with adjusted EBITDA turning positive by the final year [5]. Group 2: Arista Networks - Arista Networks is a leading networking hardware and software company that utilizes off-the-shelf chips and open-source software, making it compatible with a wide range of hardware [7]. - The company has seen its revenue grow at a CAGR of 24% from 2019 to 2024, with adjusted net income increasing at a CAGR of 30% [9]. - Analysts project Arista's revenue and earnings per share (EPS) to grow at a CAGR of 19% and 15%, respectively, from 2024 to 2027, driven by the demand for cloud and AI infrastructure upgrades [10]. Group 3: Micron - Micron is one of the largest producers of DRAM and NAND memory chips, with a technological edge in manufacturing denser DRAM chips [11]. - Analysts expect Micron's revenue and EPS to grow at a CAGR of 23% and 148%, respectively, from fiscal 2024 to fiscal 2027, as the PC and smartphone markets stabilize [13]. - Micron's stock trades at a lower valuation of 13 times next year's earnings, but it has significant upside potential due to the growth in cloud and AI markets [14].

Core Insights - Three cybersecurity stocks have seen significant upgrades in the last 30 days, indicating a positive shift in market sentiment [1][10] Group 1: Okta (NASDAQ: OKTA) - Okta has received seven analyst upgrades in the past month, with a current price of $98.53 and a 12-month price forecast of $121.59, suggesting a potential upside of 23.4% [1][2] - The stock has outperformed the S&P 500, with a 25% increase in 2025 compared to the index's 3% return [2][3] - Following a 16% drop after its fiscal Q1 2026 earnings report, analysts believe the decline was unwarranted, with the lowest price target being $110, indicating moderate upside potential [3] Group 2: Rubrik (NYSE: RBRK) - Rubrik has garnered nine upgrades in the last 30 days, with a current price of $90.14 and a 12-month price forecast of $100.38, implying an 11.35% upside [4][5] - The average price target from recent updates is nearly $114, suggesting a potential upside of approximately 27% [5] - The company reported a 49% revenue increase last quarter and improved its adjusted operating margin from -50% to -7% year-over-year [6][7] Group 3: Zscaler (NASDAQ: ZS) - Zscaler has received 28 upgrades recently, making it the most upgraded stock, with a current price of $308.46 and a 12-month price forecast of $294.03, indicating a downside of 4.68% [8][9] - Despite the forecast suggesting a decline, the average updated price target is $329, implying a potential upside of around 6% [9] - The company achieved a 23% revenue growth last quarter, with billings rising by 25%, indicating potential for future revenue acceleration [9]

Group 1 - OneSpan's stock closed at $15.82, reflecting a +1.87% increase, outperforming the S&P 500's gain of 1.11% [1] - Over the past month, OneSpan's shares have decreased by 1.74%, while the Computer and Technology sector gained 5.67% and the S&P 500 gained 3.92% [1] - The upcoming financial results are expected to show an EPS of $0.27, indicating a 12.9% decline year-over-year [2] Group 2 - OneSpan's full-year earnings estimate is $1.45 per share, with revenue expected to remain at $0 million, representing a year-over-year earnings increase of +9.85% [2] - Recent analyst estimate revisions are crucial as they reflect short-term business trends, with positive changes indicating optimism [3] - The Zacks Rank system, which assesses estimate changes, currently ranks OneSpan as 2 (Buy), with a stagnant EPS estimate over the past month [5] Group 3 - OneSpan's Forward P/E ratio is 10.71, indicating a discount compared to the industry average Forward P/E of 28 [5] - The Internet - Software industry, which includes OneSpan, has a Zacks Industry Rank of 46, placing it in the top 19% of over 250 industries [6] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the strength of the industry [6]

Investor Day Presentation MAY 2025 1 © 2025 APi Group, Inc. All rights reserved. Forward Looking Statements and Disclaimers Please note that in this presentation the Company may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of APi Group Corporation ("APi" or the "Company"). Such discussion and statements m ...