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Truist Names APi Group (APG) Top Pick as Facility Services Demand Holds Firm
Yahoo Finance· 2026-02-04 14:09
APi Group Corporation (NYSE:APG) is included among the 12 Best HVAC Stocks to Buy Now. Truist Names APi Group (APG) Top Pick as Facility Services Demand Holds Firm Photo by NeONBRAND on Unsplash On January 21, Truist raised its price target on APi Group Corporation (NYSE:APG) to $50 from $41 and reaffirmed its Buy rating. The firm said it continues to view the facility services space favorably heading into 2026, describing the sector as “largely insulated” from broader macro swings and AI-related shifts ...
APi Group Confirms Date of Fourth Quarter 2025 Earnings Release and Announces Participation in Upcoming Investor Conferences
Businesswire· 2026-02-04 12:30
APi will hold a webcast/dial-in conference call to discuss its financial results at 8:30 a.m. (Eastern Time) on Wednesday, February 25, 2026. Participants on the call will include Russell A. Becker, President and Chief Executive Officer; and David Jackola, EVP and Chief Financial Officer. The conference call can be accessed by registering online using the links below. Analysts will receive dial-in information as well as a conference ID once registered. Webcast Link: https://events.q4inc.com/attendee/4318368 ...
A New Phase of Shareholder Returns Begins at ePlus (PLUS)
Yahoo Finance· 2026-01-31 21:08
Core Insights - ePlus inc. has initiated its first quarterly dividend, set at $0.25 per common share, marking a significant shift in its capital return strategy to shareholders [2] - The decision to pay dividends reflects ePlus's commitment to enhancing shareholder value through disciplined capital allocation and confidence in its growth outlook [3] - ePlus plans to maintain its share repurchase program while also considering reinvestment in organic growth and selective mergers and acquisitions to strengthen the company long-term [4] Company Overview - ePlus has expanded its operations since going public in November 1996, utilizing acquisitions to enhance its geographic reach and technology capabilities [5] - The company operates through three subsidiaries organized into two main segments: the Financing Business Unit, which focuses on leasing and business process outsourcing, and the Technology Sales Business Unit, which encompasses IT sales and software services [6] - ePlus provides a range of technology solutions and services aimed at supporting digital transformation, including offerings in artificial intelligence, security, cloud and data center, networking, and collaboration [7]
SafeSpace to Showcase Growth Strategy at the DealFlow Discovery Conference
Accessnewswire· 2026-01-26 15:35
Company to Meet with Leading Investors and Financial Institutions During Two-Day Event KNOXVILLE, TN / ACCESS Newswire / January 26, 2026 / SafeSpace Global Corporation (OTCID:SSGC) ("SafeSpace" or the "Company"), a provider of proprietary multimodal artificial intelligence safety, security, and situational awareness software solutions, today announced its participation in the DealFlow Discovery Conference, taking place on January 28-29, 2026 at the Borgata Hotel, Casino and Spa in Atlantic City, NJ. The co ...
SafeSpace Global Corporation (OTCID: SSGC) Issues CEO Letter to Shareholders
Globenewswire· 2026-01-12 15:10
Knoxville, TN, Jan. 12, 2026 (GLOBE NEWSWIRE) -- SafeSpace Global Corporation (OTCID: SSGC), a leading AI technology company delivering multimodal safety solutions across education, healthcare, transportation, and correctional facilities, today announced that Chief Executive Officer Scott M. Boruff has issued a comprehensive Letter to Shareholders outlining the Company’s 2025 milestones and 2026 uplisting progress “2025 was a transformational year for SafeSpace Global, and our operational momentum remains e ...
Cisco (CSCO) Unlikely to Pursue Axonius Acquisition, Says TD Cowen Analyst
Yahoo Finance· 2026-01-08 23:13
Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 12 Best DOW Stocks to Buy in 2026. Cisco (CSCO) Unlikely to Pursue Axonius Acquisition, Says TD Cowen Analyst Ken Wolter / Shutterstock.com On January 5, TD Cowen analyst Shaul Eyal said the firm’s channel checks and industry conversions suggest that Cisco Systems, Inc. (NASDAQ:CSCO) acquiring Axonius “is not imminent and is currently not in our cards.” TD Cowen also noted that names like SentinelOne, Varonis, and Tenable could attract interest fr ...
SiriusPoint’s IMG to Acquire Emergency Travel Services Firm Assist America
Insurance Journal· 2025-12-30 06:00
Core Viewpoint - SiriusPoint Ltd. announced the acquisition of Assist America, enhancing its subsidiary IMG's capabilities in global emergency travel assistance services, which generates $20 million in annual revenues [1][2]. Group 1: Acquisition Details - Assist America, founded in 1990, provides global emergency assistance to 40 million members across Asia, the Middle East, and North America, primarily selling services to insurance companies [2]. - The acquisition is expected to significantly increase IMG's third-party medical and travel assistance revenue, expand its scale in the U.S., and enhance coverage in Asia and the Middle East [2]. Group 2: Company Background - SiriusPoint is headquartered in Bermuda with offices in New York, London, and Stockholm, and is licensed to write property and casualty and accident and health insurance and reinsurance globally [3]. - The operating companies of SiriusPoint report approximately $2.8 billion in total capital [3]. Group 3: IMG Services - IMG offers a range of services including international private medical insurance, travel medical insurance, and 24/7 emergency medical, security, and travel assistance, catering to travelers, students, missionaries, and marine crews [4].
Jim Cramer on Cisco: “This Company’s at the Heart of the AI Revolution”
Yahoo Finance· 2025-12-13 15:34
Group 1 - Cisco Systems, Inc. has seen a significant change in its valuation, dropping from a forward price to earnings multiple of over 130 in 2000 to less than 19 times forward earnings currently, indicating a more stable and mature company profile [1] - The company is recognized for creating networking, security, and collaboration tools that help organizations maintain connectivity and security [2] - Despite its potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk compared to Cisco [2]
APi Group Corporation (APG) Presents at UBS Global Industrials and Transportation Conference Transcript
Seeking Alpha· 2025-12-02 19:43
PresentationJoshua ChanUBS Investment Bank, Research Division All right. I think we're live. Good morning, everybody. I'm Josh Chan, business services analyst here at UBS. We're pleased today to have APi Group join us. They inspect, service and install billing systems such as fire, security, elevators and HVAC. They also provide infrastructure services to utility and telecom markets. With us from the company today are David Jackola, CFO; and Adam Fee, IR. So we're going to do a fireside chat. So feel free t ...
Cogent Communications (NasdaqGS:CCOI) 2025 Conference Transcript
2025-12-02 15:32
Cogent Communications Conference Call Summary Company Overview - **Company**: Cogent Communications (NasdaqGS:CCOI) - **Event**: 2025 Conference at the Bank of America Leveraged Finance Conference - **Date**: December 02, 2025 Key Points Wavelength Business - **Current Revenue**: Q3 wavelength revenue increased by $1 million sequentially to $10 million, annualized at $40 million, with a previous goal of $100 million annualized by year-end [5][9] - **Network Expansion**: Successfully wave-enabled over 1,000 data centers, with wavelengths provisioned in 30 days or less at speeds of 10, 100, or 400 gig [7][8] - **Sales Performance**: Sold approximately 1,000 waves before completing the entire footprint; however, sales were lower than expected due to customer acceptance delays [8][9] - **Future Goals**: Targeting $500 million in revenue with a 25% market share by mid-2028 [9][13] Legacy IP Business - **Growth Trends**: Corporate customer connections in Q3 2025 were lower than pre-Sprint acquisition levels, with a decline in corporate services growth rate from 11% pre-pandemic to 3% currently [17][19] - **Sprint Acquisition Impact**: The Sprint business, which represented 40% of combined revenue, has been declining at an annualized rate of 24.2% since acquisition [18][19] - **On-net vs Off-net**: Post-acquisition, the corporate business shifted from 60% on-net to 49% on-net by revenue, with off-net revenue declining due to customer attrition [19][20] Market Conditions - **Geographic Concentration**: Cogent operates in 1,870 buildings across North America, with a significant decline in occupancy rates from 51 unique tenants pre-pandemic to 38 today [22] - **Corporate Business Headwinds**: The vacancy rate in connected buildings increased from 4% to 17%, impacting corporate business growth [22] Netcentric Business - **Revenue Growth**: Netcentric revenue was $100 million in Q3, up $3 million sequentially, driven by wavelength sales and IPv4 leasing [24][25] - **International Traffic Growth**: Increased traffic in less developed markets has contributed to revenue growth, contrasting with slower growth in developed markets [25] Cost Management and Financial Outlook - **Cost Reductions**: Approximately $220 million in direct costs have been eliminated since acquiring Sprint, with an additional $20 million targeted for reduction [26] - **EBITDA Growth**: Cogent has grown EBITDA for nine consecutive quarters, with a focus on achieving 6%-8% top-line growth to offset the loss of T-Mobile subsidies by 2028 [28][29] - **Debt Management**: The company has paused its dividend to focus on deleveraging, with plans to address $750 million in unsecured notes due in 2027 through various refinancing options [31][33] Strategic Initiatives - **Digital Services Growth**: The company is focusing on Network as a Service (NaaS) and partnerships with tech companies to drive future revenue growth [54][58] - **Hyperscale Connectivity Deals**: Cogent has signed $10 billion in cash upfront deals, with revenue recognition expected to ramp up in 2026 and 2027 [60][62] Future Outlook - **Revenue Inflection**: The company anticipates a revenue inflection point in 2028, driven by growth in digital services and hyperscale connectivity [52][60] - **Long-term Vision**: Aiming for a simplified debt structure and improved operational efficiency post-acquisition of Sprint assets [80][81] Additional Insights - **Customer Experience**: The transition to NaaS is expected to improve customer satisfaction and reduce churn, although market education remains a challenge [56][57] - **Market Position**: Cogent's extensive network infrastructure provides a competitive advantage in meeting the growing demand for fiber connectivity, particularly in the AI sector [66][73]