Sharemaestro Newsreel

Infosys Expands Metsä Group AI Partnership; Shares Rise 0.56%

Infosys has significantly expanded its partnership with Finland's Metsä Group, taking on a broader role in the forest products company's AI-led IT transformation. This expanded engagement leverages Infosys Topaz Fabric, an AI-first services platform, to manage various IT functions and integrate generative AI for …

Earnings call transcript: NCR Voyix tops Q2 2026 forecasts as software mix improves

NCR Voyix reported strong Q2 2026 results, surpassing revenue and EPS forecasts due to an improved software and services mix. The company's recurring revenue now constitutes 83% of total revenue, driven by increased software and services adoption, and adjusted EBITDA grew by 5%. Management …

Pony ai Number of Employees 2026 | Employee Count & Headcount Data

Pony.ai, Inc. had approximately 1,635 employees worldwide as of March 2026, marking a 0.2% decline since 2023 but a 4.2% increase year-over-year in 2026. The company is actively hiring, with 13 open positions in 2026, and its workforce is primarily concentrated in East Asia, …

Q2 2026 The Hackett Group, Inc. Earnings Call Transcript

This article provides the Q2 2026 earnings call transcript for The Hackett Group, Inc. It details key positive developments such as significant new proposals, improved gross margins, and strong cash flow, alongside negative points like revenue falling short of guidance and client caution impacting …

EPAM Systems earnings up next: Large deal pipeline in focus

EPAM Systems is set to release its second-quarter results, with analysts expecting modest sequential improvement. Investors will be closely watching for progress on its growing pipeline of large deals and how its strategic AI partnerships translate into revenue growth or margin expansion. Despite recent …

Red Hat Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Cloud-Native Application Platforms

Red Hat has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Cloud-Native Application Platforms for its OpenShift product, marking its third consecutive year in this position. The company attributes this recognition to its comprehensive hybrid application platform powered by Kubernetes, …

Penguin Stock Slides 15% in a Month: Should You Buy the Dip?

Shares of Penguin Solutions, Inc. PENG have declined 15.4% in the past month, significantly underperforming the Zacks Computer and Technology sector, which lost 2%, and the Zacks Internet – Software industry, which gained 1.1%. For investors, does the recent weakness reflect deteriorating fundamentals, or …

Earnings call transcript: CDW tops Q2 2026 estimates but shares sink 16%

CDW Corp (CDW) reported strong Q2 2026 results with record net sales of $6.6 billion, up 10%, driven by infrastructure modernization and AI readiness. The company's diversified customer portfolio and full-stack capabilities were key performance drivers, and AI is increasing CDW's relevance by adding …

Jack Henry & Associates to Provide Webcast of Fourth Quarter and Full-Year Fiscal 2026 Earnings Call

Jack Henry & Associates (Nasdaq: JKHY) will host a live webcast of its fourth-quarter and full-year fiscal 2026 earnings conference call on August 19, 2026, at 7:45 a.m. Central. The company will release its earnings press release after market close on August 18, 2026, …

Jack Henry to Publish Deconversion Revenue Before Earnings

Jack Henry & Associates (Nasdaq: JKHY) will host a webcast for its fourth-quarter and full-year fiscal 2026 earnings on August 19, 2026, with the earnings press release issued after market close on August 18, 2026. Prior to this, the company will release a separate …

Wells Fargo & Company Lowers Fidelity National Information Services (NYSE:FIS) Price Target to $58.00

Wells Fargo & Company has lowered its price target for Fidelity National Information Services (NYSE:FIS) to $58.00 from $67.00, while maintaining an "overweight" rating. This adjustment comes after FIS slightly exceeded quarterly earnings expectations but lowered its third-quarter and full-year 2026 guidance, leading to …

DXC’s New Product Chief Co-Led AI Platform Now in Production With 57 Customers

DXC Technology has appointed Lisa Beaudoin as Chief Product Officer, where she will lead a unified product development organization focusing on product strategy, engineering, and market execution with an AI-centric approach. Beaudoin previously co-led the development and launch of DXC OASIS, an AI-powered orchestration …

Permit Reveals Some Details of Proposed 2 Million-Square-Foot Brookwood Data Center

Public documents have revealed that Applied Digital Corporation, a Dallas-based developer, is behind a proposed two-million-square-foot data center in Brookwood, Alabama. The project, located on 136.89 acres of the 1,300 acres owned by Applied Digital, would be one of the largest buildings in Tuscaloosa …

Rocket Software Named a Challenger in the 2026 Gartner® Magic Quadrant™ for AI-Augmented Code Modernization Tools

Rocket Software has been recognized as a Challenger in the 2026 Gartner® Magic Quadrant™ for AI-Augmented Code Modernization Tools. This acknowledgment highlights the company's proficiency in assisting enterprises with modernizing mission-critical applications through AI-assisted analysis, business-rule extraction, application transformation, and validation. Rocket Software's solutions …

JPMorgan Adjusts Price Target on Fidelity National Information Services to $53 From $60

JPMorgan has lowered its price target for Fidelity National Information Services (FIS) to $53 from $60. The firm maintained its Neutral rating on the stock. This adjustment reflects a revised outlook for the financial technology company.

CDW (NASDAQ:CDW) Falls on Margin Concerns Despite Q2 Earnings Beat

CDW (NASDAQ:CDW) reported strong Q2 earnings and revenue that beat analyst estimates. However, the stock fell sharply in premarket trading due to investor concerns over declining gross and operating margins, driven by a shift to lower-margin hardware and increased operating costs. The lack of …

Science Applications International (SAIC) Stock Looks Reasonable On Earnings But Weak On Contract Risk

The Infrastructure Under America's Busiest Spaceport Was Built for Another Era. New Legislation Would Let Private Companies Help Modernize It.

Starfighters Space, Inc. has announced its support for the Space Ready 2.0 Act, proposed bipartisan legislation designed to allow private companies to help modernize shared infrastructure at NASA centers like Kennedy Space Center. The bill aims to facilitate voluntary private contributions to infrastructure projects …

CDW: Q2 Earnings Snapshot

CDW Corp. reported strong second-quarter earnings, with profit reaching $274.4 million and adjusted earnings per share of $2.91, surpassing Wall Street expectations. The information technology company also exceeded revenue forecasts, posting $5.37 billion for the period. These results indicate a robust performance, outperforming analyst …

Kyndryl falls 10% after Q1 revenue shows year-over-year decline

Kyndryl Holdings (KD) shares fell 10% after the company reported a 3.2% year-over-year revenue decline for the first quarter of fiscal 2027. The enterprise IT infrastructure company also reported an adjusted loss per share for the quarter ending June 30.

Lazard Asset Management LLC Makes New Investment in Broadridge Financial Solutions, Inc. $BR

Lazard Asset Management LLC recently acquired 7,099 shares of Broadridge Financial Solutions, Inc. (NYSE:BR) worth approximately $1.15 million, as institutional investors now hold 90.03% of the company's stock. Broadridge surpassed quarterly expectations with adjusted EPS of $3.82 and revenue of $2.22 billion, leading to …

Seemplicity Recognized in Multiple 2026 Gartner® Research Reports

Seemplicity has been recognized in four 2026 Gartner research reports covering Preemptive Exposure Management, Preemptive Exposure Assessment, and Application Security Posture Management (ASPM). The company's inclusion highlights its commitment to helping enterprises quickly address security exposures, especially as adversaries use AI to accelerate attacks. …

Gartner, Inc. Stock 12‑Month Price Target Raised to $185.92

The average 12-month price target for Gartner, Inc. stock has increased from $184.25 to $185.92, based on estimates from 12 analysts. Forecasts for the stock range from $150 to $229 per share, with the consensus rating from 18 analysts remaining "Hold."

LDOS Q2 Earnings Call Highlights Defense Growth Amid Health Reset

Leidos Holdings, Inc. LDOS used its fiscal second-quarter call to emphasize that faster Defense, Homeland and Intelligence & Digital growth is offsetting pressure in Health. Management raised revenue, earnings and cash flow guidance despite changes in the Veterans Benefits Administration medical-exam business. The call …

CDW shares fall despite second-quarter earnings and revenue beat

CDW Corporation reported second-quarter earnings and revenue that exceeded Wall Street expectations. However, the company's shares fell over 8% in pre-market trading due to narrower gross profit margins and higher restructuring costs. Despite these issues, demand for technology infrastructure, including AI and cloud technologies, …

CDW Corporation 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:CDW) 2026-08-05

UBS Adjusts Price Target on Leidos Holdings to $138 From $124, Maintains Neutral Rating

UBS has increased its price target for Leidos Holdings (LDOS) to $138 from $124, while maintaining a Neutral rating on the stock. This adjustment follows several other analyst revisions for Leidos Holdings, which specializes in engineering, technological, and scientific services across various sectors including …

Carderock Capital Management Inc. Has $644,000 Stock Holdings in Leidos Holdings, Inc. $LDOS

Carderock Capital Management Inc. significantly reduced its stake in Leidos Holdings, Inc. by 82.6% in the second quarter, now holding 6,251 shares valued at $644,000. Despite this reduction, Leidos reported a strong second quarter with revenue up 7.2% and adjusted EPS beating estimates, leading …

SAIC's Intel Space Awards Surpass $1.6B in FY27 First Half

SAIC announced a $400 million recompete contract with a U.S. Intelligence Agency for advanced systems engineering and mission support. This award brings SAIC's Intel Space market contract wins to over $1.6 billion in the first half of fiscal year 2027. The company emphasizes its …

Kyndryl Shares Dip After First-Quarter Revenue and Earnings Trail Estimates

Kyndryl Holdings reported first-quarter fiscal 2027 revenue of $3.6 billion and an adjusted loss of $0.12 per share, missing Wall Street estimates. Despite the shortfall and a negative free cash flow of $401 million, CEO Martin Schroeter highlighted strong signings momentum and increasing demand …

The Hackett Group, Inc. (NASDAQ:HCKT) Announces Quarterly Dividend of $0.12

The Hackett Group (NASDAQ:HCKT) announced a quarterly dividend of $0.12 per share, payable on October 2nd to shareholders of record on September 18th. This translates to an annualized dividend of $0.48 and a yield of approximately 4.3%, with a payout ratio of 26.2%. The …

CFO Sells $2.6 Million Stock of AI Growth Stock

Key Points The 96,408 shares were disposed of at $27.39 per share, totaling ~$2.6 million. This non-discretionary transaction reduced the CFO's direct equity holdings by 10%. The disposition was executed solely to satisfy tax withholding obligations triggered by the vesting of 245,000 performance stock …

Kyndryl Holdings, Inc. (KD) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended June 2026, Kyndryl Holdings, Inc. (KD) reported revenue of $3.62 billion, down 3.3% over the same period last year. EPS came in at -$0.12, compared to $0.37 in the year-ago quarter. The reported revenue represents a surprise of -1.26% over …

CDW (NASDAQ:CDW) Delivers Impressive Q2 CY2026 But Stock Drops 12.3%

CDW (NASDAQ:CDW) Delivers Impressive Q2 CY2026 But Stock Drops 12.3% IT solutions provider CDW (NASDAQGS:CDW) reported Q2 CY2026 results beating Wall Street's revenue expectations , with sales up 10% year on year to $6.57 billion. Its non-GAAP profit of $2.91 per share was 4% …

Exploring Analyst Estimates for Epam (EPAM) Q2 Earnings, Beyond Revenue and EPS

Wall Street analysts expect Epam (EPAM) to post quarterly earnings of $3.14 per share in its upcoming report, which indicates a year-over-year increase of 13.4%. Revenues are expected to be $1.41 billion, up 4% from the year-ago quarter. The current level reflects a downward …

Currys Turns Nearly Six Million Customer Interactions Into Actionable Insights

Concentrix and its client Currys won the NiCE 2026 International CX Excellence Award for Excellence in Engagement Orchestration (EMEA), recognizing their success in transforming customer engagement. The solution, powered by NiCE CXone, unified nearly six million annual interactions into actionable insights, delivering double-digit gains …