Acquisition Details - ASGN Incorporated has signed a definitive agreement to acquire Quinnox Inc. for $290 million in cash, expected to close in March 2026[1]. - The acquisition of Quinnox is expected to be accretive to Adjusted EPS in the first full year post-close, with revenue estimates not including any synergies from ASGN's current pipeline[5]. - ASGN's financial advisors for the transaction include ClearSight Advisors Inc. and Sullivan & Cromwell LLP as legal advisors[6]. Financial Performance - Quinnox generated approximately $100 million in revenue in 2025 and anticipates low-to-mid teens revenue growth in 2026, with Adjusted EBITDA margins expected in the low 20-percent range[5]. - ASGN expects Q4 2025 revenues to be at the high end of the guidance range of $960 million to $980 million, with Adjusted EBITDA also at the high end of $102 million to $107 million[7]. - Free Cash Flow conversion during Q4 2025 exceeded the target range of 60 to 65 percent of Adjusted EBITDA, with an anticipated Free Cash Flow of roughly $1 billion over the next three years[9]. Share Buyback - ASGN repurchased 1.4 million shares for $64.2 million at an average price of $46.05, with $972 million remaining under its $1 billion share buyback program[8]. Client and Industry Insights - Quinnox's client base spans five key industries, including Business & Financial Services and Manufacturing, with an average client tenure of over a decade[3]. Brand Transition - ASGN's transition to the new parent brand Everforth is set to take place in the first half of 2026, unifying its six brands under a single identity[14]. Integration and Capabilities - The integration of Quinnox's global delivery platform is expected to enhance ASGN's digital engineering capabilities and accelerate value for customers[4].

Q4 2025 Earnings Supplemental Materials Certain data and statements in this presentation, other than those setting forth strictly historical information, are forward-looking and are not guarantees of future performance. Actual results from these estimates might differ materially. Forward-looking information includes estimates of future financial and operating performance. Our future performance is subject to various risks and uncertainties, which are set forth in our reports filed with the SEC, including ou ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the energy sector [10] Market Trends - The article discusses the broader trends of onshoring and tariffs that may drive demand for domestic energy infrastructure, further benefiting the company [5][14] - The influx of talent into the AI sector is expected to lead to rapid advancements and innovations, reinforcing the importance of investing in companies that support this growth [12] Conclusion - The company is positioned at the intersection of AI and energy, making it a compelling investment as the demand for AI technologies continues to rise [6][11]

We came across a bullish thesis on ASGN Incorporated on CompanyCharts’s Substack. In this article, we will summarize the bulls’ thesis on ASGN. ASGN Incorporated's share was trading at $49.65 as of January 29th. ASGN’s trailing and forward P/E were 16.72 and 9.96 respectively according to Yahoo Finance. BigBear (BBAI) Soars 18% on Swing to Profit, AI Expansion ASGN Incorporated (ASGN) is a leading provider of IT services and professional staffing solutions, serving both commercial and government clients ...

Core Viewpoint - Truist has raised the price target on ASGN to $60 from $50 while maintaining a Buy rating, indicating positive sentiment towards the company's future performance in the IT staffing sector [1]. Group 1: Company Performance - ASGN is expected to experience 4%-6% year-over-year revenue growth in 2026, reflecting improving business conditions as reported by firms [1]. - Private companies have noted that business conditions have improved throughout the fourth quarter, with a strong start in January 2026 [1]. Group 2: Market Trends - The demand for ASGN's services may be bolstered by AI, as clients seek assistance with implementation into their workflows [1].

Core Viewpoint - ASGN Inc is a strong candidate for investors looking for stocks that consistently beat earnings estimates, particularly in the Zacks Computers - IT Services industry [1] Earnings Performance - For the last reported quarter, ASGN Inc achieved earnings of $1.31 per share, surpassing the Zacks Consensus Estimate of $1.22 per share, resulting in a surprise of 7.38% [2] - In the previous quarter, ASGN was expected to post earnings of $1.08 per share but delivered $1.17 per share, leading to a surprise of 8.33% [2] Earnings Estimates and Predictions - Estimates for ASGN Inc have been trending higher, influenced by its history of earnings surprises [5] - The stock has a positive Zacks Earnings ESP of +1.70%, indicating that analysts have recently become more optimistic about the company's earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong possibility of another earnings beat in the upcoming report [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Core Insights - Investors often focus on the price-to-earnings (P/E) ratio for stock valuation, but this metric has limitations [1] - The EV-to-EBITDA ratio is considered a more comprehensive valuation metric, providing a clearer picture of a company's true value and earnings potential [2][4] Valuation Metrics - EV-to-EBITDA is calculated by dividing a company's enterprise value (EV) by its earnings before interest, taxes, depreciation, and amortization (EBITDA), offering a complete view of a company's valuation [4] - A lower EV-to-EBITDA ratio typically indicates a stock may be undervalued, making it attractive for acquisition targets [5] - Unlike P/E, EV-to-EBITDA can be applied to companies with negative net earnings but positive EBITDA, making it useful for evaluating highly leveraged firms [6] Limitations of EV-to-EBITDA - EV-to-EBITDA has its own limitations and should not be used in isolation; it varies across industries and is not suitable for comparing companies in different sectors [7] Screening Criteria for Bargain Stocks - Parameters for screening include: - EV-to-EBITDA ratio lower than the industry median [8] - P/E ratio lower than the industry median [8] - P/B ratio lower than the industry median [9] - P/S ratio lower than the industry median [9] - Estimated one-year EPS growth greater than or equal to the industry median [9] - Average 20-day volume greater than or equal to 50,000 [10] - Current price greater than or equal to $5 [10] - Zacks Rank of 1 or 2 [10] - Value Score of A or B [11] Selected Stocks - Industrial Logistics Properties Trust (ILPT) has a Zacks Rank of 1 and a Value Score of A, with an expected earnings growth rate of 20% for 2026 [11][12] - Plains GP Holdings (PAGP) also has a Zacks Rank of 1 and a Value Score of A, with an expected earnings growth rate of 27% for 2026 [12][13] - ASGN Incorporated (ASGN) holds a Zacks Rank of 2 and a Value Score of A, with an expected earnings growth rate of 10.1% for 2026 [13][14] - California Water Service Group (CWT) has a Zacks Rank of 2 and a Value Score of B, with an expected earnings growth rate of 8.3% for 2026 [14][15] - Dollar Tree, Inc. (DLTR) has a Zacks Rank of 2 and a Value Score of B, with an expected earnings growth rate of 12.4% for the current fiscal year [15][16]

Core Insights - ECS has been ranked 4 on the Top 250 Managed Security Service Providers (MSSP) list for 2025, highlighting its strong position in the cybersecurity industry [1] Company Summary - The ranking reflects ECS's commitment to providing high-quality managed security services, which are increasingly vital in today's digital landscape [1] - This recognition positions ECS as a leader among its peers, indicating robust performance and customer trust in its services [1] Industry Context - The MSSP market is growing rapidly as organizations seek to enhance their cybersecurity measures amid rising threats [1] - Being ranked among the top MSSPs underscores the competitive nature of the industry and the importance of innovation and service quality [1]

Core Viewpoint - ASGN Incorporated has been downgraded to a 'Sell' due to poor earnings trends and declining performance indicators [1] Group 1: Company Performance - The downgrade reflects concerns over ASGN's earnings trends, which have shown a negative trajectory [1] - The company is categorized as an IT staffing provider, indicating its focus within the technology sector [1] Group 2: Investment Strategy - The investment strategy discussed involves buying undervalued profitable stocks with strong balance sheets and minimal debt [1] - Additional income can be generated by writing calls against positions when opportunities arise [1] - Risk management is emphasized through position sizing and the use of trailing stop losses over time [1]

Core Insights - Acentra Health has appointed Patty Obermaier as Executive Vice President and Chief Growth Officer to enhance business development, marketing, and product management functions [1][3] - Obermaier has over 30 years of experience in health, life sciences, and technology sectors, with a strong track record in scaling businesses and driving innovation [2][3] - The company aims to expand its impact nationwide, aligning with Obermaier's experience in scaling and diversifying market positions [3] Company Overview - Acentra Health focuses on modernizing healthcare experiences for state, federal, and commercial partners, emphasizing efficiency and cost savings through advanced solutions [6] - The company is backed by Carlyle, a global investment firm, indicating strong financial support for its initiatives [6] Executive Background - Patty Obermaier previously held senior leadership roles at Microsoft, overseeing a $12 billion global health portfolio and leading significant growth initiatives [3] - She played a key role in Microsoft's $20 billion acquisition of Nuance and doubled the growth of Microsoft's U.S. Health and Life Sciences business from $3 billion to $6 billion [3] - Obermaier has also founded a consulting firm and held executive positions at IQVIA and Unisys, showcasing her extensive industry experience [4]