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Can BigBear.ai Navigate Near-Term Losses for Long-Term Payoff?
ZACKS· 2025-09-26 16:06
Key Takeaways BBAI Q2 revenue fell 18% to $32.5M; net loss hit $228.6M due to impairments and remeasurements.BBAI ended Q2 with $391M in cash, backing growth in biometrics, autonomy and M&A plans.OB3 allocates $349B in funding aligned with BBAI's defense, logistics and biometric platforms.BigBear.ai Holdings, Inc. (BBAI) finds itself at a critical juncture—pressured by near-term financial headwinds but supported by unprecedented industry tailwinds. In the second quarter of 2025, revenue fell 18% year over y ...
Leidos (LDOS) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-09-25 22:51
Leidos (LDOS) closed at $182.36 in the latest trading session, marking a -2.69% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.5%. Elsewhere, the Dow saw a downswing of 0.38%, while the tech-heavy Nasdaq depreciated by 0.5%. The security and engineering company's shares have seen an increase of 2.19% over the last month, not keeping up with the Computer and Technology sector's gain of 8.21% and the S&P 500's gain of 2.74%.Analysts and investors alike will be keepi ...
Accenture (ACN) Q4 Earnings and Revenues Surpass Estimates
ZACKS· 2025-09-25 12:56
Accenture (ACN) came out with quarterly earnings of $3.03 per share, beating the Zacks Consensus Estimate of $2.98 per share. This compares to earnings of $2.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.68%. A quarter ago, it was expected that this consulting company would post earnings of $3.3 per share when it actually produced earnings of $3.49, delivering a surprise of +5.76%.Over the last four quarters, the compa ...
VRT Gains From Expanding Client Base: Will the Momentum Continue?
ZACKS· 2025-09-24 18:26
Key Takeaways Vertiv's client base is expanding with $3B orders in Q2 2025. Backlog climbed 21% year over year to $8.5B. NVIDIA and Oklo deals boost Vertiv's AI leadership.Vertiv (VRT) is benefiting from a rapidly expanding client base, driven by strong demand for data center infrastructure and AI-related solutions. Collaborations with CoreWeave and Oklo strengthened Vertiv’s technology leadership, positioning the company well for long-term growth in the evolving data center market. In the trailing 12 month ...
BigBear.ai & SMX Strengthen Naval Operations With AI at UNITAS 2025
ZACKS· 2025-09-24 16:25
公司业务动态 - BigBearai将部署先进AI和编排技术支持美国南方海军司令部和第四舰队参与UNITAS 2025演习 强化军事战备和作战效率[1] - 公司通过AI能力提升海上行动协调性 决策能力和威胁检测水平 重点解决武器走私 人口贩运和禁毒问题[4] - Arcas系统提供计算机视觉 生活模式分析和风险预测 ConductorOS支持低带宽环境下的AI部署训练和更新[5] 国际合作与市场拓展 - UNITAS演习涉及26个盟国及伙伴国家约8000名人员 为公司提供接触国际防务网络的机会[2] - 公司与阿联酋达成14万亿美元AI合作 在巴拿马与Narval Holdings合作开发货物安全解决方案 实现收入来源多元化[7] 财务表现与行业对比 - 公司股价在消息公布后单日上涨129% 三个月累计涨幅达626%[3][9] - 同期Zacks计算机-IT服务行业指数下跌84% 公司表现显著优于行业[7] - 全球防务领域对AI和领域感知解决方案需求增长 UNITAS等演习凸显作战效能提升的技术需求[8] 技术能力展示 - 公司AI解决方案支持无人化和混合舰队作战 构建统一通用作战图景[5] - 通过SMX数字解决方案公司合作 展示AI在跨领域海上行动中的集成应用能力[4] 行业地位强化 - 持续与美国海军及盟军合作 巩固其在防御AI解决方案领域的专业信誉[6] - 参与多国演习凸显操作能力 强化作为政府和多国防务项目可信合作伙伴的地位[6]
SoundHound Stock Gets Boost From Red Lobster Partnership
ZACKS· 2025-09-24 15:50
Key Takeaways Red Lobster adopts SoundHound to streamline phone orders and improve service.The system answers every call, routes orders to POS and eases staff workloads.SOUN stock has surged 269.1% in a year, fueled by acquisitions and new partnerships.SoundHound AI, Inc. (SOUN) has partnered with Red Lobster, the world’s largest and most iconic seafood restaurant chain, to launch an AI-powered phone ordering system across all locations. The initiative aims to streamline and simplify takeout ordering, enhan ...
BigBear.ai (BBAI) Moves 12.9% Higher: Will This Strength Last?
ZACKS· 2025-09-24 11:01
BigBear.ai Holdings, Inc. (BBAI) shares soared 12.9% in the last trading session to close at $7.99. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 33.6% gain over the past four weeks.BigBear.ai shares likely jumped on key catalysts, including the VeriScan biometric launch at Nashville Airport, a U.S. Navy contract win and renewed AI stock enthusiasm fueled by rate-cut optimism.This company is expected to post quarterly loss of $ ...
Is Vertiv (VRT) Stock Outpacing Its Computer and Technology Peers This Year?
ZACKS· 2025-09-23 14:40
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Vertiv Holdings Co. (VRT) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Vertiv Holdings Co. is a member of our ...
Is Shipyard AI BigBear's Next Growth Driver Amid OB3 Shipbuilding Push?
ZACKS· 2025-09-19 14:41
Key Takeaways BigBear.ai is positioning Shipyard AI to capitalize on OB3's $29B shipbuilding investment.BBAI posted Q2 revenues of $32.5M and cut its 2025 guidance amid Army contract disruptions.BBAI shares rose 57% in 3 months, driven by defense exposure and strong cash reserves.BigBear.ai Holdings, Inc. (BBAI) is positioning itself at the intersection of artificial intelligence and defense modernization, with Shipyard AI emerging as a potential growth catalyst. The timing is critical. The recently passed ...
Why Is Jack Henry (JKHY) Down 2.5% Since Last Earnings Report?
ZACKS· 2025-09-18 16:31
A month has gone by since the last earnings report for Jack Henry (JKHY) . Shares have lost about 2.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Jack Henry due for a breakout? 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 catalysts.Jack Henry & Associates Q4 Earnings Beat Estimates, Revenu ...