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Kyivstar Group Ltd. Announces Closing of Secondary Offering of Common Shares
Globenewswire· 2026-02-03 15:11
KYIV, Ukraine and NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Kyivstar Group Ltd. (Nasdaq: KYIV; KYIVW) (the “Company”), Ukraine’s leading digital operator, is pleased to announce the closing of a secondary public offering of 14,375,000 of its common shares (the “Offering”), at a public offering price of USD 10.50 per share. The Offering, which was over-subscribed by 5 times, closed on February 2, 2026, and included Kyivstar shares held by VEON Amsterdam B.V., the principal shareholder of the Company, and 4 ...
Kyivstar Group Ltd. Announces Pricing of Secondary Offering of Common Shares
Globenewswire· 2026-01-30 02:06
Core Viewpoint - Kyivstar Group Ltd. announced the pricing of a public offering of 12,500,000 common shares at a price of USD 10.50 per share, with the offering expected to close on February 2, 2026 [1][2]. Group 1: Offering Details - The offering is conducted by VEON Amsterdam B.V. and other selling shareholders, with Kyivstar not selling any shares [1]. - The underwriters have a 30-day option to purchase an additional 1,875,000 common shares at the public offering price [1]. - The offering is subject to customary closing conditions and is being managed by Morgan Stanley, Barclays, Cantor, and Rothschild & Co [2]. Group 2: Company Background - Kyivstar Group Ltd. is a Nasdaq-listed holding company and operates JSC Kyivstar, which is Ukraine's leading digital operator [5]. - The company provides a wide range of services including mobile and fixed-line voice and data, ride-hailing, e-health, digital TV, and enterprise solutions [5]. - Together with VEON, Kyivstar plans to invest USD 1 billion in Ukraine from 2023 to 2027 for infrastructure and technological development [6].
Nokia (NOK) Received Ratings Upgrades from Morgan Stanley, Kepler Cheuvreux in January
Yahoo Finance· 2026-01-29 17:31
Nokia Corp (NYSE:NOK) is one of the Best Tech Stocks Under $10 to Buy , at least based on two ratings upgrades that the company gained in January. For instance, Morgan Stanley upgraded Nokia to Overweight from Equal Weight on January 15, with a price target change to €6.50 from €4.20, noting that the company is now more exposed to network demand driven by data centers and AI, which now account for about 6% of group revenues. The analyst projected that the addressable market for data center and AI activity ...
Jim Cramer on Super Micro: “Sell, I Don’t Need That”
Yahoo Finance· 2026-01-22 08:09
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer recently looked at. Answering a caller’s query about the stock, Cramer stated: Sell. I don’t need that. And it just, you know… you gotta move on. You want to own that area, you own NVIDIA. Period. End of story. A stock market chart. Photo by Arturo A on Pexels Super Micro Computer, Inc. (NASDAQ:SMCI) designs and sells modular server and storage systems, including AI, cloud, and edge computing solutions. During the lightning round ...
Calix (CALX) Stock Jumps 7.4%: Will It Continue to Soar?
ZACKS· 2026-01-16 13:11
Group 1 - Calix (CALX) shares increased by 7.4% to close at $59.04, supported by high trading volume, compared to a 3.5% gain over the past four weeks [1] - The optimism for Calix is driven by strong customer demand, accelerating subscriber additions, competitive displacements, and expanding platform adoption [1] - The upcoming quarterly earnings report for Calix is expected to show earnings of $0.38 per share, reflecting a year-over-year increase of 375%, with revenues projected at $270.03 million, up 31% from the previous year [2] Group 2 - The consensus EPS estimate for Calix has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] - Calix holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [4] - In the same industry, Confluent (CFLT) has a consensus EPS estimate of $0.1, representing an 11.1% increase year-over-year, and also holds a Zacks Rank of 3 (Hold) [5]
Should You Buy Applied Digital (APLD) Stock While It's Under $30?
Yahoo Finance· 2026-01-09 15:20
Group 1 - Applied Digital designs, builds, and operates data centers for AI, cloud, networking, and blockchain workloads, contributing to an average annual gain of 77% over the past decade and a 232% gain over the past year [2] - The demand for data center capacity is projected to triple worldwide by 2030, with Applied Digital signing deals worth $11 billion for data center capacity [2] - The company's price-to-sales ratio has increased from around 5 in 2024 to 38, indicating a lack of margin of safety, and it has been incurring losses due to high spending to meet demand [3] Group 2 - Despite the growth potential, there are concerns about the stock being overvalued and the company not being profitable at the moment [5] - Analysts have identified 10 stocks that are considered better investment opportunities than Applied Digital [6]
Cognizant Technology's Q4 2025 Earnings: What to Expect
Yahoo Finance· 2026-01-09 11:27
Company Overview - Cognizant Technology Solutions Corporation (CTSH) has a market cap of $41.4 billion and provides consulting, technology, and outsourcing services globally, serving various industries including financial services, healthcare, life sciences, manufacturing, retail, and technology with solutions such as AI, digital engineering, cloud, and business process services [1] Financial Performance - Analysts forecast CTSH to report an adjusted EPS of $1.32 for fiscal Q4 2025, reflecting a 9.1% growth from $1.21 in the same quarter last year [2] - For fiscal 2025, the expected adjusted EPS is $5.25, which represents a 10.5% increase from $4.75 in fiscal 2024 [3] - Cognizant reported Q3 2025 adjusted EPS of $1.39 and revenue of $5.42 billion, surpassing estimates and raising its full-year adjusted profit forecast to between $5.22 and $5.26 per share, along with an increased lower end of its annual revenue outlook to $21.05 billion [5] Stock Performance - Cognizant's shares have increased by 12.8% over the past 52 weeks, which is lower than the S&P 500 Index's nearly 17% rise and the State Street Technology Select Sector SPDR ETF's 23.4% return during the same period [4] Analyst Ratings - The consensus view on CTSH stock is cautiously optimistic, with a "Moderate Buy" rating. Among 24 analysts, eight recommend a "Strong Buy," one a "Moderate Buy," and 15 a "Hold." The average price target for Cognizant Technology is $86.71, indicating a potential upside of 1.1% from current levels [6]
Applied Digital (APLD) - 2026 Q2 - Earnings Call Transcript
2026-01-07 23:02
Financial Data and Key Metrics Changes - Revenues for the fiscal second quarter of 2026 were $126.6 million, up 250% from $36.2 million in the prior year [12] - Adjusted EBITDA for the quarter totaled $20.2 million [15] - Net loss was $31.2 million, or $0.11 per share, while adjusted net income was positive $100,000 or $0 per share [15] Business Line Data and Key Metrics Changes - The data center hosting segment generated $41.6 million of revenue, up 15% compared to the prior year, driven by increased capacity online [13] - Turnkey fit-out services associated with the HPC hosting business contributed $73 million to revenue [12] Market Data and Key Metrics Changes - The company has secured two hyperscale leases in North Dakota, representing 600 megawatts of lease capacity and approximately $16 billion in prospective lease revenue [6][10] - Inbound demand for data center capacity has increased significantly due to competition among hyperscalers [6] Company Strategy and Development Direction - The company aims to surpass its long-term goal of $1 billion in NOI within five years, leveraging low-cost energy and a supportive regulatory environment in the Dakotas [17] - A non-binding letter of intent has been entered to combine Applied Digital Cloud with Exo to form Chronoscale, allowing each business to scale independently [20] Management's Comments on Operating Environment and Future Outlook - Management noted that the contracting environment has become more favorable over the past six months, with stable to slightly better pricing [31] - The company is in advanced discussions for three additional sites representing 900 megawatts, indicating a robust pipeline [48] Other Important Information - The company completed a $2.35 billion private offering of senior secured notes to finance the first two buildings at Polaris Forge One [12] - The company ended the quarter with $2.3 billion in cash and cash equivalents, positioning it well for future investments [15] Q&A Session Summary Question: Growth appetite in the cloud business and future GPU purchases - Management highlighted the advantage of having access to large-scale data center facilities for Chronoscale, which will help attract customers [22][23] Question: Landscape for leases and pricing changes - Management indicated that pricing has been stable to slightly better, with more favorable terms in contracts [30][31] Question: Expansion opportunities at PF1 and PF2 - Management confirmed that each campus has the potential to reach at least a gigawatt, with a clear path to grow capacity significantly [72][75]
Applied Digital (APLD) - 2026 Q2 - Earnings Call Transcript
2026-01-07 23:00
Financial Data and Key Metrics Changes - Revenues for the fiscal second quarter of 2026 were $126.6 million, up 250% from $36.2 million in the prior year [12] - Adjusted EBITDA for the quarter totaled $20.2 million [16] - Net loss was $31.2 million, or $0.11 per share, while adjusted net income was positive $100,000 or $0 per share [16] Business Line Data and Key Metrics Changes - The HPC hosting business generated $73 million in revenue from turnkey fit-out services, and $12 million from the first CoreWeave lease at Polaris Forge One [13] - The data center hosting segment contributed $41.6 million in revenue, up 15% compared to the prior year, driven by increased capacity online [14] Market Data and Key Metrics Changes - The company has secured two hyperscale leases in North Dakota, representing 600 megawatts of lease capacity and approximately $16 billion in prospective lease revenue [5] - Inbound demand has increased significantly, with advanced discussions ongoing with another investment-grade hyperscaler across multiple regions [5] Company Strategy and Development Direction - The company aims to maintain a competitive advantage in the Dakotas due to low-cost energy and ample land for expansion [7] - Plans to spin out Applied Digital Cloud to form Chronoscale, a dedicated GPU-accelerated compute platform, allowing each business to scale independently [20] - The company is committed to responsible development and community partnerships, investing in initiatives that support local development [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in surpassing the long-term goal of $1 billion in NOI within five years, driven by robust hyperscaler investment exceeding $400 billion annually [18] - The company is focused on maintaining a strong balance sheet and liquidity position to support future investments [16] Other Important Information - The company completed a $2.35 billion private offering of senior secured notes to finance the Polaris Forge One site [12] - The company has a multi-layered financing framework that allows leveraging third-party capital while retaining majority ownership of each site [11] Q&A Session Summary Question: Growth appetite in the cloud business and Chronoscale's future - Management highlighted the advantage of having access to large-scale data center facilities for Chronoscale, which will help attract customers [24] Question: Landscape for leases and pricing changes - Management noted that lease pricing has been stable to slightly better over the past six months, with more favorable contract terms being secured [31] Question: Expansion opportunities at PF1 and PF2 - Management confirmed that each campus has the potential to scale to at least a gigawatt, with a clear path to grow capacity to 5 gigawatts by 2030 or 2031 [72]
Unisys Announces Participation in Upcoming Needham Growth Conference
Prnewswire· 2026-01-06 14:00
Group 1 - Unisys will participate in the Needham Growth Conference on January 13, 2026, in New York City, with CEO Mike Thomson presenting and hosting meetings with investors [1][2] - The company's presentation is scheduled for 3:45 p.m. EST, and a live webcast along with a replay will be available on the Unisys investor website [1] - Virtual investor meetings will also be hosted by Unisys management on January 15 and 16, 2026, for interested investors [2] Group 2 - Unisys is a global technology solutions company that provides services in cloud, AI, digital workplace, logistics, and enterprise computing [3] - The company has been assisting clients in pushing boundaries for over 150 years [3]