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Oppenheimer Boosts Itron, Inc. (ITRI) Guidance Following Better-Than-Expected FY2026 Outlook
Yahoo Finance· 2026-02-26 14:07
Itron, Inc. (NASDAQ:ITRI) is among the 20 Best Investments in 2026. Oppenheimer Boosts Itron, Inc. (ITRI) Guidance Following Better-Than-Expected FY2026 Outlook Itron, Inc. (NASDAQ:ITRI) is one of the best investments on our list. TheFly reported on February 18 that Oppenheimer raised its price target for ITRI to $133 from $125 and maintained an Outperform rating. The upgrade followed the company’s strong fourth-quarter results, which exceeded both revenue and earnings expectations. ITRI also provided g ...
Baird Lowers its Price Target on Trimble Inc. (TRMB) to $90 but Maintains an Outperform Rating
Yahoo Finance· 2026-02-21 15:38
Group 1 - Trimble Inc. is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in [1] - On February 10, 2026, Trimble reported fourth-quarter revenue of $969.8 million, exceeding the consensus estimate of $950.17 million [2] - The company achieved record annualized recurring revenue of $2.39 billion for 2025 and record fourth-quarter revenue of $970 million [2] Group 2 - Baird lowered its price target for Trimble to $90 from $95 while maintaining an Outperform rating, citing solid execution and firm initial guidance for 2026 [1][3] - JPMorgan also reduced its price target for Trimble to $88 from $98 but kept an Overweight rating [1] - Trimble's fiscal 2026 revenue is projected to be between $3.81 billion and $3.91 billion, compared to the consensus estimate of $3.84 billion [3] Group 3 - The company focuses on providing technology solutions for professionals in architecture, engineering, construction, and related industries [3] - Management emphasized record gross and operating margin levels, indicating strong operational performance [2] - Trimble is positioned to continue executing its Connect & Scale strategy in 2026 [2]
M2i Global, along with Volato Group, and SMX Execute Collaboration Agreement for Pilot Initiative to Enable Secure Tracking and Traceable Critical Minerals Commerce Through CAINO and the M2i Metals Marketplace
Globenewswire· 2026-02-19 14:00
Agreement is first step to advance critical minerals shipment assurance, digital chain-of-custody, and authenticated marketplace transactions Atlanta, GA and Reno, NV, Feb. 19, 2026 (GLOBE NEWSWIRE) -- M2i Global, Inc. (“M2i,” the “Company,” “we,” “our” or “us”) (OTCQB: MTWO), a company specializing in the development and execution of a complete global value supply chain for critical minerals, along with Volato Group, Inc. (“Volato”) (NYSE American: SOAR), a technology-driven company, is pleased to announce ...
Cloudaware and Apex Systems Announce Strategic Partnership to Deliver Next-Generation FinOps Solutions
Businesswire· 2026-02-18 18:08
Core Insights - Cloudaware and Apex Systems have formed a strategic partnership to launch a joint FinOps solution aimed at helping enterprises optimize cloud governance and management [1] Company Overview - Cloudaware is recognized as a premier cloud governance and optimization platform [1] - Apex Systems is a leading global technology solutions firm and part of the ASGN brand, which will be unifying under the new Everforth brand [1] Solution Details - The collaboration will integrate Apex Systems' advisory and managed services with Cloudaware's cloud management platform [1] - The joint FinOps solution is designed to assist enterprises in mastering their cloud financial operations [1]
Zebra collaboration with Evri cuts service disruptions by 99%
Retail Times· 2026-02-18 15:13
Zebra Technologies Corporation (NASDAQ: ZBRA), a global leader in digitising and automating workflows to deliver intelligent operations, announced that UK parcel delivery leader, Evri is offering an enhanced self-service experience for customers and has won new deals with a future-ready Zebra solution across 7,000 ParcelShops.The Evri self-service solution is integrated into a customised, one-stop shop for parcel drop-off, scanning, and labelling. Collection experiences are now more intuitive and the servic ...
Booz Allen Hamilton Holding (BAH) Noted by UBS for Solid Earnings Despite Limited Topline Visibility
Yahoo Finance· 2026-02-14 06:25
Core Viewpoint - Booz Allen Hamilton Holding Corp. (NYSE:BAH) is identified as an undervalued mid-cap stock with potential for investment, despite limited topline visibility and mixed earnings results [1][2]. Group 1: Price Target Adjustments - UBS raised its price target on Booz Allen to $97 from $93 while maintaining a Neutral rating, noting that earnings are holding up despite limited visibility [1]. - Stifel increased its price target to $115 from $106 with a Hold rating, describing the company's FQ3 results as surprise-free, with revenue missing expectations but earnings beating them [2]. - Truist raised its price target to $98 from $90 with a Hold rating, increasing FY 2027 and FY 2028 EPS estimates due to tax-related benefits and anticipated cost reductions [3]. Group 2: Earnings and Financial Outlook - Booz Allen's earnings are noted to be solid, even with limited topline visibility, indicating resilience in its financial performance [5]. - The company is expected to benefit from projected growth in defense spending and incremental funding, although civil spending may face cuts in the future [3].
Zebra(ZBRA) - 2025 Q4 - Earnings Call Presentation
2026-02-12 13:30
Zebra Technologies Fourth Quarter and Full Year 2025 Earnings Results February 12, 2026 February 12, 2026 Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward -looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995 . Actual results may differ from those expressed or implied in the company's forward -looking statements . Zebra undertakes no obligation, other than as may be r ...
NORBIT - Fourth quarter and preliminary annual results 2025
Globenewswire· 2026-02-11 06:00
Trondheim, 11 February 2026 NORBIT delivered record-high revenues of NOK 2.5 billion million for the financial year 2025, with an operating profit (EBIT) for the full-year period at NOK 555.4 million, representing a margin of 22 per cent. The fourth quarter also set a record, with revenues reaching NOK 791.1 million - an increase of 42 per cent compared to the same period in 2024. The EBIT result for the quarter was NOK 178.4 million, representing a margin of 23 per cent. The Oceans segment reported revenue ...
ePlus Q3 Earnings Call Highlights
Yahoo Finance· 2026-02-05 01:28
Core Insights - ePlus reported a strong fiscal third quarter with net sales growth of 24.6% to approximately $615 million, driven by a 32.2% increase in product sales, particularly in data center, cloud, networking, and security sectors [3][7][4] - The company raised its full-year guidance for net sales growth to 20-22%, gross profit growth to 19-21%, and adjusted EBITDA growth to 41-43% [19][7] Financial Performance - Consolidated net sales were $614.8 million, with product revenue at $501.9 million and services revenue at $112.8 million [2] - Gross billings increased by 15.6% in the quarter to $982.1 million, with year-to-date gross billings rising 18.7% to nearly $3 billion [1] - Net earnings from continuing operations surged 129% to $33.4 million, while adjusted EBITDA rose 97% to $53.4 million, resulting in an adjusted EBITDA margin of 8.7% [8][7] Demand Drivers - The demand for AI-driven infrastructure modernization and cybersecurity is accelerating, contributing to growth in data center, cloud, networking, and security products [4][11] - Security gross billings grew 16.4% quarter-over-quarter and 27.6% year-over-year, reflecting heightened customer priorities due to rising threat levels [12][6] Customer Trends - Growth was broad-based across customer sizes and sectors, with notable strength in mid-market and enterprise segments [14] - Telecom, media, and entertainment accounted for 27% of net sales, while technology, SLED, and healthcare each represented 13% [14] Operational Insights - Managed services revenue grew 10.5%, while professional services revenue declined 7.8% due to project delays in the retail sector [2][16] - The company emphasized expense discipline and alignment of workforce towards higher-growth areas, resulting in improved profitability [8] Balance Sheet and Capital Allocation - Cash and cash equivalents totaled $326.3 million, down from $389.4 million, while inventory rose to $241.0 million, attributed to increased projects in process [17] - The board approved a quarterly dividend of $0.25 per share and repurchased over 200,000 shares during the quarter [19] Future Outlook - The company anticipates a potential near-term memory shortage that could impact AI deployment timing, but believes it is well-positioned to manage this through diversified supplier relationships [20]
ePlus Reports Third Quarter and First Nine Months Financial Results of Fiscal Year 2026
Prnewswire· 2026-02-04 21:10
Core Insights - ePlus inc. reported strong financial results for the third quarter of fiscal year 2026, with net sales increasing by 24.6% year-over-year to $614.8 million, driven by higher product sales despite a slight decline in service revenue [5][6][12] - The company has raised its fiscal year 2026 guidance for net sales, gross profit, and Adjusted EBITDA, reflecting strong performance and momentum [23][25] Financial Performance - For the third quarter ended December 31, 2025, consolidated net sales reached $614.8 million, up from $493.2 million in the same quarter last year, while gross billings increased by 15.6% to $982.1 million [5][6] - Consolidated gross profit rose by 26.8% to $158.7 million, with a gross margin of 25.8%, compared to 25.4% in the prior year [6][9] - Net earnings from continuing operations surged by 129.3% to $33.4 million, with diluted earnings per share increasing by 130.9% to $1.27 [12][20] Segment Performance - Product segment sales increased by 32.2% to $501.8 million, driven by growth in networking, cloud, security, and collaboration products [7][15] - Professional services segment revenues decreased by 7.8% to $64.1 million, primarily due to project delays, while managed services segment revenue increased by 10.5% to $48.8 million [8][9] - The overall gross profit for the managed services segment increased by 7.5%, although gross margin declined to 29.0% [9] Balance Sheet Highlights - As of December 31, 2025, cash and cash equivalents were $326.3 million, down from $389.4 million, while inventory increased by 100.1% to $241.0 million [22] - Accounts receivable increased by 35.0% to $698.0 million, indicating growth in sales and projects in process [22] Fiscal Year Guidance - The company now expects net sales to increase by 20% to 22% year-over-year, up from previous guidance of mid-teens growth [23] - Gross profit is projected to grow at a rate of 19% to 21%, and Adjusted EBITDA is expected to increase by 41% to 43% over the previous fiscal year [23] Dividend Announcement - ePlus announced a quarterly cash dividend of $0.25 per common share, payable on March 18, 2026, to shareholders of record as of February 24, 2026 [28]