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Unisys Declines 12% in a Month: Time to Buy, Sell or Hold the Stock?
ZACKS· 2025-07-11 16:55
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]
Oracle (ORCL) Up 17.6% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-07-11 16:30
A month has gone by since the last earnings report for Oracle (ORCL) . Shares have added about 17.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Oracle due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Oracle Q4 Earnings Beat Estimates, Revenues Rise Y/YOracle reported ...
Welltower: A Thriving Business With Strong Secular Tailwinds Selling At A Premium
Seeking Alpha· 2025-07-11 13:19
Welltower Inc. (NYSE: WELL ) is the world's largest real estate investment trust (REIT) that invests in wellness and healthcare infrastructure, mainly residential nursing or long-term care homes and senior living, but also outpatient care facilities. It commenced operations in 1970, inI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good t ...
X @s4mmy
s4mmy· 2025-07-11 11:43
As Bitcoin hits price discovery it's important to pay attention to the coins showing strength.Nansen 24-hour net inflows show that AI tokens continue to run hard as majors break:i) @virtuals_io : ACP + Decentralized Governance.Once again 7-figure net inflows and top of the leaderboard as ACP gathers momentum.The first phase of governance proposals passed highlighting an engaged veVIRTUAL holder base.Expect more to come as innovative teams launch agents to disrupt their respective industries, and bolster the ...
Plug Power's 20% Surge Signals New Commercial Growth Era
MarketBeat· 2025-07-11 11:27
Plug Power TodayPLUGPlug Power$1.68 -0.10 (-5.62%) 52-Week Range$0.69▼$3.34Price Target$1.83Add to WatchlistPlug Power's NASDAQ: PLUG stock has climbed nearly 25% over the past five trading days, a decisive market reaction to a series of positive catalysts for the company. The company isn’t stopping to rest, though, because today started with the announcement of a landmark commercial agreement with Uline, a major North American logistics leader and a key foundational customer. The news confirms a multi-ye ...
IDE: Solid Infrastructure CEF But Needs To Improve NAV Growth
Seeking Alpha· 2025-07-11 10:30
Core Insights - Voya Infrastructure Industrials and Materials Fund (NYSE: IDE) is a closed-end fund focused on generating attractive total returns from infrastructure investments [1] - The fund aims to create a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1] Investment Strategy - The fund's strategy emphasizes a balanced approach between growth and income, allowing investors to capture total returns that align with market benchmarks [1] - The focus on high-quality dividend stocks and other assets is intended to provide long-term growth potential and reliable income streams [1]
东山精密:拟出资不超过3000万美元参与投资新能源基础设施基金
news flash· 2025-07-11 10:18
智通财经7月11日电,东山精密(002384.SZ)公告称,公司全资子公司DSG拟受让香港东山投资控股有限 公司拟参与投资的China Renewable Power Infrastructure LPF基金份额,出资不超过3000万美元,资金来 源为自有资金。该基金主要投资光伏、风电等新能源基础设施及配套储能项目,目标规模不超过6.5亿 美元。本次交易构成关联交易,但不构成重大资产重组。 东山精密:拟出资不超过3000万美元参与投资新能源基础设施基金 ...
高盛:全球机遇资产下半年展望_Goldilocks and the three bears
Goldman Sachs· 2025-07-11 01:05
Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. 9 July 2025 | 5:00AM BST This report is intended for distribution to GS institutional clients only. GOAL: Global Opportunity Asset Locator 2H Outlook: Goldilocks and the three bears Christian Mueller-Glissmann, CFA +44(20)7774-1714 | christian.mueller- glissmann@gs.com Goldman Sachs I ...
TC Energy to issue second quarter 2025 results on July 31
Globenewswire· 2025-07-10 21:00
CALGARY, Alberta, July 10, 2025 (GLOBE NEWSWIRE) -- News Release – TC Energy Corporation (TSX, NYSE: TRP) (TC Energy or the Company) will hold a teleconference and webcast on Thursday, July 31, 2025, to discuss its second quarter financial results. François Poirier, TC Energy President and Chief Executive Officer, Sean O’Donnell, Executive Vice-President and Chief Financial Officer and other members of the executive leadership team will discuss the financial results and Company developments at 6:30 a.m. MT ...
NXG NextGen Infrastructure Income Fund (NYSE: NXG) Announces Terms of Rights Offering and Change to Record Date of August Distribution
Prnewswire· 2025-07-10 20:30
DALLAS, July 10, 2025 /PRNewswire/ -- The board of trustees (the "Board") of NXG NextGen Infrastructure Income Fund (NYSE: NXG) (the "Fund") has approved the terms of the issuance of transferable rights ("Rights") to the holders of the Fund's common shares (the "Common Shareholders") of beneficial interest, par value $0.001 per share ("Common Shares"), as of the record date, entitling the holders of those Rights to subscribe for Common Shares (the "Offer"). The Board, based on the recommendations and presen ...