Mrinal Pal/iStock Editorial via Getty Images Investment Thesis On May 7, Genpact Limited ( G ) published a report for the first quarter. According to all the main indicators, the company managed to beat the market consensus forecast, as a result of which the shares rose slightly in price by 2%. At the same time, the company remains unreasonably cheap relative to its competitors, and discounts on m...
Mrinal Pal/iStock Editorial via Getty Images Investment Thesis On May 7, Genpact Limited ( G ) published a report for the first quarter. According to all the main indicators, the company managed to beat the market consensus forecast, as a result of which the shares rose slightly in price by 2%. At the same time, the company remains unreasonably cheap relative to its competitors, and discounts on multiples reach 50% and above. This is despite the fact that Genpact maintains a good revenue growth rate and is one of the most profitable companies in the sector. Management competently rebuilds the business model, focusing on the development of AI-related services. Because of this, investors' skepticism about the company's future is gradually fading. Since the results for Q1 turned out to be within my expectations, I left the key assumptions of the DCF model the same and maintain a Buy rating with a target price of $43 and an upside of about 32% to the current market price ($32.56 at the time of writing). AI Strategy Starting to Translate Into Financial Results I recommend reading my first article about Genpact Limited, among other things. There, in addition to financial analysis of the reports, I also deeply analyzed the company's business model, described its development strategy, the strengths and weaknesses of this strategy, and the key growth drivers and risks inherent in the company. This will help you gain a deeper understanding of the business and better understand the reasons for the company's current financial situation. And now I will proceed to the analysis of the latest report. Seeking Alpha With the advent and active implementation of AI in everyday life, investors began to be skeptical of consulting companies such as Genpact, whose key assets are essentially people. There is an opinion that AI will be able to automate all this work of people, which means why should customers pay the same money to Genpact if AI can do everything on its own. As a result, the ...
Sundry Photography/iStock Editorial via Getty Images All year long in 2026, cybersecurity stocks have been among the heaviest sold-off category in the software sector, thanks to the rising capabilities of Anthropic's Mythos. There has been one major exception: CrowdStrike ( CRWD ), the endpoint security software platform that has rebranded itself as an agentic security platform. Since the start of...
Sundry Photography/iStock Editorial via Getty Images All year long in 2026, cybersecurity stocks have been among the heaviest sold-off category in the software sector, thanks to the rising capabilities of Anthropic's Mythos. There has been one major exception: CrowdStrike ( CRWD ), the endpoint security software platform that has rebranded itself as an agentic security platform. Since the start of the year, shares of CrowdStrike have rallied ~15%, and over the past twelve months the stock has jumped nearly 30%. Strong results, and in particular healthy cross-sell results across the company's vast product portfolio, continue to help justify the rally. Data by YCharts I last wrote a neutral article on CrowdStrike in February, when the stock was hovering under $400 per share. I acknowledge now that my skittishness over CrowdStrike's valuation has caused me to lose out on larger gains. Though it is certainly a premium momentum stock, CrowdStrike is proving itself to be something like a Palantir ( PLTR ): expensive multiples, but also furious growth at scale and accelerating trends that make near-term multiples less of a telling indicator as to the company's potential. I'm upgrading CrowdStrike back up to a buy rating. In my view, these are the key tenets of the bull case for CrowdStrike that investors should be aware of: CrowdStrike addresses a massive 2030 TAM of $325 billion. The company asserts that the proliferation of AI, and the need to secure additional agents and endpoints, has dramatically boosted its addressable market relative to ~$149 billion today. Against its longer-term TAM, the company's <$6 billion revenue guide for the current year represents just ~2% penetration into the overall market. Growth at scale without any deceleration. The company has achieved low/mid 20s growth in an uninterrupted fashion, despite hitting a very sizable scale at >$6 billion in ARR. Net retention rates continue to improve as the company succeeds in selling multiple modules to...
Richard Drury/DigitalVision via Getty Images Over the past few months, things have not gone exactly according to plan when it comes to Associated Banc-Corp ( ASB ). Since I reaffirmed the company as a 'buy ' candidate in February of this year, the stock has barely moved, inching higher by only 0.9%. By comparison, the S&P 500 is up 4.4% over that same window of time. The good news is that, even th...
Richard Drury/DigitalVision via Getty Images Over the past few months, things have not gone exactly according to plan when it comes to Associated Banc-Corp ( ASB ). Since I reaffirmed the company as a 'buy ' candidate in February of this year, the stock has barely moved, inching higher by only 0.9%. By comparison, the S&P 500 is up 4.4% over that same window of time. The good news is that, even though the stock has underperformed, it is still beating the market compared to the time that I originally turned bullish about it in October of 2023. From that time through today, shares are up 89.2%. The S&P 500, meanwhile, is up 69.3%. So on the whole, I view this as a win. Fundamentally speaking, the institution is actually doing quite well. Growth in the company's balance sheet, combined with improved profitability, should be viewed in a favorable light. Although the stock is not exactly the cheapest, it's not expensive either, especially for an institution with decent asset quality. Given this, I believe that maintaining it as a soft 'buy ' is the right choice here. I 'm Still Bullish on Associated Banc-Corp Whenever I analyze a bank, I almost always start with the balance sheet. This is because everything flows from there, and it's the easiest way to see how healthy these institutions are. Take deposits for starters. During the first quarter of the 2026 fiscal year , deposits amounted to $35.73 billion. That's up from the $35.55 billion that the company ended 2025 with. This is great to see in and of itself. But what's even better is the fact that, even as total deposits increased, high-cost brokered deposits declined. These fell from $3.80 billion to $3.56 billion. This means that organic deposit growth was even more impressive. And that, according to management, was largely thanks to a rise in savings and interest-bearing demand deposits that more than offset a drop in brokered deposits and a decline in network transaction deposits. Author - SEC EDGAR Data Another po...
DigitalOcean’s AI Surge: How Far Can This Rally Go?Healthpeak Properties (NYSE:DOC) reported first-quarter 2026 adjusted funds from operations of $0.45 per share and raised its full-year FFO adjusted guidance after completing several major capital allocation moves, including the
DigitalOcean’s AI Surge: How Far Can This Rally Go?Healthpeak Properties (NYSE:DOC) reported first-quarter 2026 adjusted funds from operations of $0.45 per share and raised its full-year FFO adjusted guidance after completing several major capital allocation moves, including the
As Digital Ad Spend Hits a High, These Firms Could Reap RewardsDoubleVerify (NYSE:DV) reported first-quarter 2026 revenue growth of 10% year over year and said newer products tied to social media, streaming TV and artificial intelligence are becoming larger contributors to its bu
As Digital Ad Spend Hits a High, These Firms Could Reap RewardsDoubleVerify (NYSE:DV) reported first-quarter 2026 revenue growth of 10% year over year and said newer products tied to social media, streaming TV and artificial intelligence are becoming larger contributors to its bu
Malaysia is studying actions to be taken against Meta Platforms Inc. for failing to curb fake accounts involving the country’s Malay rulers, Bernama reported , citing Communications Minister Fahmi Fadzil. Between January and May this year, public complaints and monitoring by the communications ministry flagged more than 15,000 fake accounts using the names of 26 royal family members, the report sa...
Malaysia is studying actions to be taken against Meta Platforms Inc. for failing to curb fake accounts involving the country’s Malay rulers, Bernama reported , citing Communications Minister Fahmi Fadzil. Between January and May this year, public complaints and monitoring by the communications ministry flagged more than 15,000 fake accounts using the names of 26 royal family members, the report said, citing Fahmi. More than 230,000 pieces of content across various social media platforms were requested to be taken down, with more than 90% of those involving online gambling and scams, he said. Fahmi said he has reprimanded Meta, and added he regards “legal action as the last option, but we are already close to that last option,” Bernama reported. Malaysia has a unique constitutional monarchy where nine hereditary Malay rulers take turns to serve five-year terms. The majority of the accounts are on Facebook, while others are on Instagram and TikTok. Action can be taken under the Online Safety Act, Fahmi was quoted as saying. Provisions under the act include fines of up to 1 million ringgit ($260,000) for failing to comply with a take-down order, daily fines of 100,000 ringgit for continuing offenses, and other penalties that can reach 10 million ringgit.
While leading US artificial intelligence developers such as Anthropic and OpenAI unveil new models with enhanced cybersecurity capabilities, China is also aggressively scaling up its own AI-driven cyber defence market. Anthropic’s Mythos, launched in April, sparked a rapid global response due to its ability to discover and exploit cybersecurity vulnerabilities with unprecedented speed and efficien...
While leading US artificial intelligence developers such as Anthropic and OpenAI unveil new models with enhanced cybersecurity capabilities, China is also aggressively scaling up its own AI-driven cyber defence market. Anthropic’s Mythos, launched in April, sparked a rapid global response due to its ability to discover and exploit cybersecurity vulnerabilities with unprecedented speed and efficiency. “Our assessment is that China’s own Mythos will definitely emerge, though currently the overall...