Value stocks have been the most overlooked area of the stock market in today’s cycle, replaced by the popular growth stories that have captured investor attention (and capital) over the past year or so. However, a few key factors in market fundamentals may trigger a rotation back into value, or specifically undervalued stocks, over the coming months and quarters. With this in mind, investors can run a screening process to land their portfolios on the right side of the market, a screener that looks for high ...

Being added to the S&P 500 is a big deal for any company, and usually a boon to its stock. Not only is the venerable large-cap index widely followed by individual investors, but many funds are built to replicate its performance, which results in consistent demand for its components as funds flow into those popular investment vehicles. It also means that whenever a new stock is chosen for inclusion, it tends to get a bump in its price as all of those funds must buy shares for their portfolios.Now, while the ...

Peloton Interactive (PTON 0.15%) went public in 2019 with a stock price of $29. By December 2020, it had more than quintupled to a record high of $163, as pandemic-related lockdowns and social restrictions triggered surging demand for the company's at-home exercise equipment.But Peloton's sales have plummeted since social conditions returned to normal. The company even faced the prospect of bankruptcy a few years ago as its net losses ballooned to unsustainable levels. As a result, its stock price has plung ...

Group 1 - Ayvens has received notification from the Autorité de Contrôle Prudentiel et de Resolution (ACPR) regarding the implementation of Minimum Requirement for Own Funds and Eligible Liabilities (MREL) requirements effective from 31 December 2026, with a total MREL requirement of 19.95% of the Ayvens Group's Risk-Weighted Assets (RWA) and 5.91% of the leverage ratio exposure [1][2] - As a non-resolution entity within the Societe Generale resolution group, Ayvens plans to increase its eligible liabilities by raising intragroup Senior Non-Preferred debt to meet the MREL requirement on a consolidated basis [2] - Ayvens is a leading global player in sustainable mobility, providing full-service leasing, flexible subscription services, fleet management, and multi-mobility solutions to various clients including large international corporates and SMEs [3][4] Group 2 - The company employs over 14,000 staff across 41 countries and manages a fleet of 3.2 million vehicles, including the world's largest multi-brand electric vehicle fleet, positioning itself to lead in the transition to net zero and digital transformation in the mobility sector [4] - Ayvens is listed on Compartment A of Euronext Paris with the ISIN FR0013258662 and Ticker AYV, and is majority-owned by Societe Generale Group [4]

Core Insights - Investors are focusing on IT services stocks that balance innovation and stability, with Unisys Corporation (UIS) and International Business Machines Corporation (IBM) as key players in this sector [1] Unisys Corporation (UIS) - Unisys is undergoing a strategic transformation aimed at expanding solution-based revenue streams, operational optimization, and enhancing brand relevance in AI and cybersecurity [2] - The Device Subscription Services (DSS) and Digital Workplace Solutions (DWS) are major growth drivers, with significant contracts signed for large-scale device management [2] - The backlog in the DWS segment is growing at a double-digit pace year over year, positioning Unisys for sequential growth in the latter half of 2025 [3] - Unisys is enhancing its security portfolio with Post-Quantum Cryptography solutions and AI-enabled frameworks, which are expected to drive revenue growth despite current discretionary spending softness [4] - The company aims for $100 million in pre-pension free cash flow in 2025 through operational improvements and cost control [5] - The Zacks Consensus Estimate for UIS's EPS indicates a year-over-year increase of 28.9%, with earnings estimates for 2025 revised upward by 132% in the past 60 days [11] International Business Machines Corporation (IBM) - IBM is enhancing its AI portfolio by integrating governance and security into a unified platform, marking a significant step toward responsible AI deployment [6] - The software segment, which constitutes nearly 45% of IBM's business, achieved 9% growth in Q1 2025, driven by strong demand for Red Hat and AI-powered tools [8] - IBM's shift to subscription and platform-based services has resulted in an 80% recurring revenue base in software, contributing to high-margin gains [10] - The Zacks Consensus Estimate for IBM's 2025 EPS implies a year-over-year growth of 6%, with earnings estimates revised upward by 0.4% in the past 60 days [12] - IBM shares have surged 32.8% year-to-date, reflecting strong market performance [13] Comparative Analysis - Unisys is positioned for upside due to its transformation-driven momentum and focus on innovation in AI and cybersecurity, while IBM offers stability and scale but may have more moderate upside potential [17][18] - UIS is trading at a forward P/E ratio of 5X, below its median of 10.59X, while IBM's forward sales multiple is at 25.85X, above its median of 21.47X [15] - Unisys's emphasis on recurring revenues and emerging technologies provides a compelling turnaround narrative, contrasting with IBM's established market position [18][20]

Q4 2017 Financial Results February 5, 2018 © Copyright Fortinet Inc. All rights reserved. Safe Harbor Statement Information, statements and projections contained in these presentation slides and related conference calls concerning Fortinet's business outlook, the Q1 and 2018 guidance, and future prospects and expectations are forward-looking statements that involve a number of uncertainties and risks. Actual results could differ materially from those projected in the forward-looking statements as a result o ...

FactSet Earnings Call Monday, June 23, 2025 FactSet reports its financial results in accordance with U.S. GAAP. This presentation and oral statements made in connection with this presentation reference non-GAAP financial measures, including organic revenues, adjusted operating income, adjusted operating margin, EBITDA, adjusted net income, adjusted diluted EPS, and free cash flow. The presentation of this non-GAAP financial information should not be considered in isolation from, or as a substitute for, the ...

Key Takeaways UIS trades at 4.92X forward P/E, far below the industry average of 29.36X and sector's 26.09X. Contract wins for 380K and 21K devices highlight growing traction in device subscription services. The 2025 EPS estimate rose from 25 cents to 58 cents, indicating 28.9% growth and analyst confidence.Unisys Corporation (UIS) is trading at a steep discount relative to its peers, with a forward 12-month price-to-earnings (P/E) ratio of just 4.92X. This is significantly below the industry average of 2 ...

Core Viewpoint - Netflix has demonstrated resilience in 2025, with its stock up 37% year to date, contrasting with the overall technology sector's modest 3% increase [1][2] Group 1: Factors Driving Netflix's Performance - Netflix is relatively immune to tariffs, as it offers various subscription tiers, making it less likely to experience higher expenses or subscriber churn due to rising tariffs [3] - The company's management has outlined a plan to double its business size over the next five years, aiming for a trillion-dollar valuation by 2030, which has excited investors and driven buying activity since April [4] Group 2: Valuation Metrics - Netflix's price-to-sales (P/S) ratio stands at 13.3, significantly higher than its peers, with the next closest company, TKO Group Holdings, having a P/S multiple of less than half [6] - The price-to-earnings (P/E) multiple for Netflix is 58, which is a notable premium compared to the S&P 500's P/E of 28 [8] Group 3: Business Transformation and Future Prospects - Over the past decade, Netflix has shifted from a platform featuring licensed content to producing billions in original content, which has helped retain subscribers and improve operating leverage through accelerating revenue and profitability [11] - Anticipated releases of popular series in the second half of the year, such as Squid Game and Stranger Things, are expected to increase engagement and new customer acquisition, potentially pushing the stock to new highs by year-end [12] Group 4: Investment Outlook - Despite its premium valuation, Netflix is viewed as a solid buy due to its competitive edge, although investors may need to exercise patience as the stock's trajectory in the remainder of 2025 appears bullish [13]

Core Insights - CrowdStrike Holdings (CRWD) reported $1.1 billion in revenue for the quarter ended April 2025, marking a year-over-year increase of 19.8% and an EPS of $0.73, down from $0.93 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate by -0.10%, while the EPS exceeded the consensus estimate by +10.61% [1] Financial Performance Metrics - Annual recurring revenue (ARR) reached $4,435.6 million, surpassing the seven-analyst average estimate of $4,414.2 million [4] - Remaining Performance Obligations (RPO) stood at $6.8 billion, exceeding the $6.07 billion average estimate from two analysts [4] - Subscription revenue was reported at $1.05 billion, matching the 13-analyst average estimate and reflecting a year-over-year increase of +20.5% [4] - Professional services revenue was $52.67 million, above the $49.90 million estimate from 13 analysts, representing a +7.8% change year-over-year [4] - Non-GAAP subscription gross profit was $840.77 million, slightly below the nine-analyst average estimate of $843.70 million [4] - Non-GAAP professional services gross profit was $16.37 million, compared to the $17.71 million estimate from nine analysts [4] - GAAP professional services gross profit was $5.90 million, below the five-analyst average estimate of $9.07 million [4] - GAAP subscription gross profit was reported at $808.39 million, compared to the $823.81 million average estimate from five analysts [4] Stock Performance - CrowdStrike shares have returned +8.1% over the past month, outperforming the Zacks S&P 500 composite's +4.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]