Infosys allots 7 16 lakh equity shares under ESOP
Infosys has allotted 716,314 equity shares under its ESOP on February 20, 2026, due to the exercise of Restricted Stock Units by eligible employees. This includes shares from both the 2015 Incentive Compensation Plan and the Infosys Expanded Stock Ownership Program 2019. Consequently, the company's issued and subscribed share capital has increased to Rs 20,27,69,55,635, divided into 4,05,53,91,127 equity shares.
DXC Technology Stock Spikes on Apollo–Kyndryl Bid: Buy the Rebound or Exit?
DXC Technology's stock surged after Apollo Global Management and Kyndryl made an all-cash takeover bid, turning the company into a merger-arbitrage play. The stock is currently trading below the rumored offer price, indicating market skepticism about the deal's certainty. Investors must weigh the potential for a deal closing against the risk of its failure, which would refocus attention on DXC's underlying fundamentals and turnaround challenges.
ePlus, ScanSource, TransUnion, Vimeo, and Accenture Shares Skyrocket, What You Need To Know
Shares of ePlus, ScanSource, TransUnion, Vimeo, and Accenture jumped after investor optimism grew for a potential Federal Reserve interest rate cut in September. This was fueled by easing inflation and calls for a 50-basis-point rate cut, which generally benefits rate-sensitive sectors like Business Services. Vimeo, in particular, saw a 6.3% rise following strong Q2 earnings that surpassed analyst expectations and a raised full-year adjusted EBITDA guidance.
Infosys CEO Salil Parekh on AI tools replacing engineers: It is not that overnight everything is going to be replaced as in large companies ... - The Times of India Edition IN
Infosys CEO Salil Parekh believes that AI tools will not replace engineers overnight, but rather coexist with the existing technology in large enterprises. He expects the Indian IT industry to thrive, leveraging AI services which he estimates to be a $300-400 billion market within the overall $1.5 trillion tech services market. Parekh also noted an improving business environment, especially in the US, and highlighted Infosys's continued hiring of college graduates and active AI strategy focusing on client solutions and legacy modernization.
The 22 Hour Trading Cycle: Redefining EU Power & Gas Desks
The Intercontinental Exchange is extending the daily trading window for key European energy contracts to nearly 22 hours starting February 23, 2026, alongside a shift to 15-minute trading intervals. This change will make European energy markets faster and more continuous, resembling global financial markets. The article discusses the implications for power and gas trading desks, including the rise of quantitative trading, the need for "follow-the-sun" operating models, and significant technological adjustments for firms to remain competitive.
Infosys-Anthropic collaboration: A game-changer for IT sector?
A Jefferies report suggests that the Infosys-Anthropic collaboration, focusing on customized AI agents and small language models, could be a game-changer for the Indian IT sector. This partnership indicates a shift towards in-house, domain-focused AI capabilities, alleviating initial concerns about AI's negative impact on the industry. The report highlights that Indian IT firms, especially Infosys, are well-positioned to benefit from this AI-driven shift, transforming them into key enablers and expanding their addressable market significantly.
EPAM's High Software Development Exposure Leads to Higher Uncertainty
EPAM Systems, an IT services provider specializing in consulting, application development, and system integration, faces increased uncertainty due to its high exposure to software development. The company, founded with a vision to leverage STEM talent from former Soviet Union countries, distinguishes itself from full-service IT providers by focusing on upstream IT services. Soft guidance from recent earnings highlights this uncertainty regarding the future of software development.
Avis Budget Narrows Q4 Loss as Adjusted EBITDA Turns Positive
Avis Budget Group (NASDAQ: CAR) reported a narrower Q4 2025 net loss and a positive Adjusted EBITDA, despite a 2% decline in consolidated revenue. The company’s Americas segment saw a revenue decrease but improved Adjusted EBITDA, while the International segment experienced increased profitability. For fiscal year 2025, Avis Budget Group also reduced its net loss and increased full-year Adjusted EBITDA, projecting further growth in 2026.
ONE Gas hits 52-week high after topping Q4 earnings estimates, issues 2026 guidance
ONE Gas (OGS) shares reached a 52-week high after the company reported strong fourth-quarter and full-year 2025 financial results, surpassing earnings estimates. The utility company saw increased net income and revenues, driven by new rate outcomes and customer base expansion. ONE Gas also issued positive 2026 guidance, projecting adjusted net income between $306 million and $314 million, and announced a dividend increase, highlighting investor interest in regulated utilities amidst market volatility.
Why Omnicom Group (OMC) Stock Is Trading Up Today
Shares of Omnicom Group (OMC) jumped 12.9% after the company reported mixed fourth-quarter results, with revenue significantly beating expectations but profits missing targets. The strong revenue growth, up 27.9% year-over-year, outweighed concerns about the negative operating margin and lower-than-expected earnings per share. This positive market reaction indicates investors are prioritizing top-line growth and believing that increased demand will eventually lead to improved profitability.
How Gartner will help accelerate and scale your AI strategy
Gartner's Application Innovation & Business Solutions Summit 2026 is designed to help enterprise leaders overcome common hurdles in AI strategy implementation, such as cultural change, skills gaps, governance, and architectural issues. The summit offers practical insights and interactive sessions to assist in turning AI visions into reality, focusing on GenAI adoption, application modernization, and cost optimization. Attendees can expect actionable strategies, peer-led discussions, and expert guidance to accelerate and scale their AI initiatives.
PPL Corporation (PPL) Reports Q4 2025 Earnings Results
PPL Corporation (PPL) has released its Q4 2025 earnings results, reporting revenue of $9.0 billion for the quarter. Following the announcement, shares of PPL rose by 0.9% in after-hours trading, reaching $36.95. A detailed analysis is expected to be published shortly on AlphaStreet.
Truist Securities Cuts IQVIA Price Target to $245 From $290, Maintains Buy Rating
Truist Securities has lowered its price target for IQVIA Holdings Inc. (IQV) to $245 from $290, while reiterating a Buy rating on the stock. This adjustment comes despite competitor Charles River forecasting an upbeat 2026 profit due to improved demand for drug development services. Other analysts, including TD Cowen, UBS, Leerink Partners, and Evercore ISI, have also recently adjusted their price targets for IQVIA.
Kaiser Aluminum Corporation Reports Fourth Quarter and Full Year 2025 Financial Results
Kaiser Aluminum Corporation reported strong financial results for the fourth quarter and full year 2025, exceeding internal expectations with record full-year adjusted EBITDA of $310 million. The company saw increased net sales driven by higher average realized sales prices, despite slight declines in shipments due to aerospace destocking and ramp-up challenges. Kaiser Aluminum enters 2026 with a solid financial foundation and anticipates further improvements in conversion revenue and adjusted EBITDA.
Why Omnicom Group (OMC) Stock Is Trading Up Today
Omnicom Group's stock jumped 12.9% after reporting mixed fourth-quarter results, with revenue significantly beating expectations but profits missing. The strong revenue growth of 27.9% year-over-year to $5.53 billion, surpassing analyst estimates by 22.8%, outweighed the adjusted earnings per share miss of 11.8% and a negative operating margin. Investors appear to be prioritizing the company's impressive top-line performance, anticipating future profitability as demand for its services accelerates.
Intuit Inc. stock underperforms Tuesday when compared to competitors
Intuit Inc. (INTU) stock underperformed on Tuesday compared to several competitors. While the S&P 500 rose 0.23%, Intuit's stock fell 0.52%. However, its year-to-date performance remains strong, with a 9.25% gain, outpacing both the Dow and the S&P 500.
Digi International (NASDAQ:DGII) Hits New Annual High In Nasdaq Today
Digi International (NASDAQ:DGII) has achieved a new annual high in Nasdaq trading, driven by strong quarterly results and consistent growth in the IoT connectivity market. The article highlights the company's focus on secure IoT connectivity products and networking solutions, with expanding demand for connected devices further solidifying its market position.
Intel Turns To Microsoft’s Copilot Studio For Partner Support After Dialing Back Phone Use
Intel has launched "Ask Intel," an AI-based virtual assistant powered by Microsoft's Copilot Studio, to provide customer and partner support. This initiative is part of Intel's broader transition to a "digital-first experience" after restructuring its support operations and scaling back phone and social media support. The virtual assistant aims to improve efficiency, reduce navigation time for support, and allow human agents to focus on more complex issues, with plans for expanded features and languages.
Scott Davidson Joins FTI Consulting as Senior Managing Director
FTI Consulting, Inc. has appointed Scott Davidson as a Senior Managing Director in its Aviation Business Transformation practice. Based in New York, Davidson brings nearly two decades of experience advising aviation clients on strategic, operational, and commercial challenges. In his new role, he will support clients in implementing sustainable business plans, enhancing operational resilience, financial performance, and customer experience using emerging technologies.
AI threatens staffing industry as companies bring recruitment in-house
The staffing industry is facing significant challenges as artificial intelligence advancements enable companies to bring recruitment processes in-house, reducing reliance on external firms like Robert Half Inc. and ManpowerGroup Inc. AI is streamlining resume screening, applicant ranking, and preliminary interviews, threatening the traditional recruitment model. Analysts predict increased pressure on margins and revenue for staffing firms, with potential job losses for recruiters, as clients demand lower fees or cancel contracts.
Wipro Ltd Sees Sharp Open Interest Surge Amid Bearish Market Signals
Wipro Ltd. experienced a significant 12.78% increase in open interest in its derivatives segment, indicating heightened market activity despite bearish signals. The stock underperformed its sector, trading near its 52-week low and below key moving averages, suggesting a bearish trend. The increased open interest, coupled with a recent downgrade to a "Sell" rating, points to market participants potentially betting on further downside or hedging against anticipated volatility.
Most finance chiefs expect larger IT budgets, ‘collapsing’ staff growth: Gartner
A Gartner survey reveals that three-quarters of CFOs globally anticipate increased technology budgets this year, with nearly half expecting rises of 10% or more, driven by digital transformation, AI adoption, and cybersecurity demands. Simultaneously, staff growth expectations are predicted to collapse from 6% in 2025 to 2% in 2026, indicating a strategic shift towards automation and AI for productivity gains over increased headcount. While AI investment currently remains modest for most finance departments, a significant boost in AI spending is projected, as CFOs increasingly view AI as a broader enterprise capability for automation and enhanced planning.
US Tech Stocks Slide on AI Concerns; Cognizant, Accenture, Wipro ADRs Under Pressure
US tech stocks, including ADRs of Cognizant, Accenture, and Wipro, are experiencing a downturn due to growing investor concerns about AI-driven disruption and a slowdown in enterprise spending. The rapid advancements in AI are raising questions about the demand for traditional IT services and impacting growth projections and valuations for many companies in the sector. While short-term volatility is expected, the long-term outlook suggests that companies that adapt quickly to AI transformation will likely emerge as leaders.
AI failure examples: What real-world breakdowns teach CIOs
This article discusses common AI failure examples such as hallucinations, bias, automation misfires, model drift, and integration issues, emphasizing that these often surface during deployment rather than pilot phases. It highlights the importance of robust governance, data quality, and human oversight for CIOs to prevent legal, financial, and reputational risks associated with AI systems. The author advises CIOs to treat AI as an ongoing capability requiring continuous monitoring and cross-functional accountability to ensure value delivery.
Qlik Named a Leader in the 2026 Gartner® Magic Quadrant™ for Augmented Data Quality Solutions
Qlik has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Augmented Data Quality Solutions for the seventh consecutive time. This recognition highlights Qlik's commitment to providing robust data quality and governance solutions essential for reliable AI deployment at scale. The company's offerings, including the Qlik Trust Score™ for AI and automated data remediation, help organizations ensure high-trust data for confident AI outcomes.
Wells Fargo upgrades Accenture stock rating on growth outlook
Wells Fargo has upgraded Accenture plc (NYSE:ACN) from Equal Weight to Overweight, setting a price target of $275.00, suggesting over 22% upside. The upgrade is driven by increased confidence in Accenture's second-half fiscal year revenue growth acceleration, improved bookings, and positive commentary from peers on discretionary spending. Despite recent stock declines due to AI concerns, Wells Fargo believes Accenture is well-positioned for AI-driven growth and sees its valuation as attractive.
As AI jitters rattle IT stocks, Infosys partners with Anthropic to build ‘enterprise-grade’ AI agents
Infosys has partnered with Anthropic to integrate its Claude models into Infosys' Topaz AI platform, aiming to develop enterprise-grade AI agents for complex business workflows. This collaboration addresses concerns about AI's impact on the IT services industry while providing Infosys with access to advanced AI tools and Anthropic with a route into regulated enterprise sectors. The partnership was announced as Anthropic expands its presence in India, which has become its second-largest market for Claude usage.
Wipro, KPIT, and 6 other IT stocks trading near their 52-week lows; Do you own any?
Several IT stocks, including L&T Technology Services, Wipro, Cyient, and KPIT, are trading near their 52-week lows due to market pressures and concerns over AI-driven disruption. The article details how advanced AI tools could potentially impact traditional IT services, leading to increased volatility and a sell-off in the sector. Despite the risks, Nomura suggests that IT services valuations are currently in the value zone, trading below historical averages.
Coforge, Infosys, TechM: Why MOFSL picked these 3 IT stocks amid AI uncertainty
MOFSL has recommended Infosys and Tech Mahindra among large-cap IT stocks, and Coforge among mid-cap IT stocks, despite broader AI uncertainty. Infosys is favored for its potential to benefit from AI spending and strong valuations, while TechM is recognized for its leadership transformation. Coforge is highlighted for its organic growth potential, strong order book, and strategic acquisitions.
Actelis Networks Wins New Contract with Leading Central German Utility for Enhanced Cyber-Secure Distribution Network Connectivity
Actelis Networks secured a significant contract with a major Central German utility to provide cyber-hardened networking solutions for its critical infrastructure, including water, gas, and electricity services. The utility selected Actelis for its hybrid fiber-copper solution with military-grade encryption, ensuring compliance and rapid deployment. This deal strengthens Actelis' market position in the German utility sector and the broader European critical infrastructure market.
Ocugen Appoints Rita Johnson-Greene as Chief Financial Officer
Ocugen, Inc. announced the appointment of Rita Johnson-Greene as its new chief financial officer. Johnson-Greene brings over 20 years of experience in the healthcare sector, having held significant roles at the Alliance for Regenerative Medicine, Genetix Biotherapeutics (formerly bluebird bio), Spark Therapeutics, and AstraZeneca. Her appointment comes as Ocugen prepares to submit its first of three planned Biologics License Applications this year, advancing its gene therapies for blindness-related diseases.
Leidos Deepens Critical Infrastructure And AI Security Role With New Moves
Leidos is expanding its role in critical infrastructure and AI security through strategic moves. The company acquired ENTRUST Solutions Group to enhance utility engineering services, secured a federal contract for AI-driven and Zero Trust security, and partnered with Trustible and RegScale for AI governance and cybersecurity automation. These initiatives position Leidos as a key player in secure automation for highly regulated defense and critical infrastructure environments.
Amdocs (DOX) Is Down 5.6% After CEO Transition, AI Push and Capital Return Moves - What's Changed
Amdocs (DOX) recently reported its Q1 fiscal 2026 results, showing revenue of US$1.16 billion and GAAP diluted EPS of US$1.45, alongside updated full-year guidance and a new quarterly dividend. The company is also undergoing a CEO transition and intensifying its focus on AI-powered telecom software. These developments, coupled with a lowered 2026 earnings guidance, are influencing investor perception of Amdocs' growth, leadership, and long-term earnings resilience.
Infosys Ltd Sees Sharp Value Turnover Amidst Declining Momentum and Institutional Caution
Infosys Ltd (INFY) experienced a sharp decline in its share price on February 13, 2026, falling by 6.48% and hitting a new 52-week low amidst heavy trading volumes and institutional repositioning. The stock is exhibiting a bearish trend, trading below all key moving averages, and its Mojo Grade has been downgraded to 'Hold' from 'Buy'. Despite the downturn, Infosys maintains a robust market capitalization and an attractive dividend yield of 3.32%, suggesting potential for long-term investors if market conditions improve.
Omnicom Group Inc. (OMC): Strategic Shifts and AI-Driven Transformation
Omnicom Group Inc. (OMC) is undergoing strategic shifts, including the appointment of Jantzen Bridges as Global President of Credera to lead AI-driven transformation programs. The company also faces a reported separation of its experimental marketing agency, Jack Morton, through a private equity deal, and a lawsuit against the FTC by NewsGuard regarding merger conditions with Interpublic Group. Despite these changes, Omnicom remains a leading global marketing and communications firm.
Infosys, Wipro ADRs slide amid AI fears; US tech wobbles
Infosys and Wipro's American Depository Receipts (ADRs) experienced a decline, with Infosys falling over 4% and Wipro about 3.35%, due to increasing concerns over AI's potential to disrupt traditional outsourcing models. This downturn reflects a broader weakness in the global technology sector as investors question the future demand for legacy software services. While some US tech giants like Apple, Amazon, and Cisco also saw drops, Siemens AG bucked the trend with a 7.1% surge after raising its fiscal 2026 earnings per share outlook, attributing the positive forecast to AI-driven gains in industrial manufacturing.
Zacks Earnings Trends Highlights: Gartner, Adobe and Accenture
The article highlights that Q1 2026 earnings estimates have modestly increased, primarily driven by positive revisions in the Tech sector, offsetting negative revisions in other sectors. While overall Tech sector outlook remains positive, software and IT consulting firms like Gartner have faced challenges and negative sentiment due to disruption worries and subpar guidance. The Tech sector continues to be a critical driver of S&P 500 earnings growth.
Inside the data push helping European companies cut emissions and costs
A new report by Information Services Group (ISG) indicates that European companies are moving beyond mere regulatory compliance in sustainability efforts, focusing instead on integrated digital solutions for measurable financial and operational outcomes. This shift involves investing in ESG data architectures to connect sustainability information across various enterprise functions and seeking transparency in supply chains and products. The goal is to manage energy exposure, support decarbonization, and enhance competitive differentiation through data-driven strategies and sustainable practices.
Zacks Earnings Trends Highlights: Gartner, Adobe and Accenture
The article discusses the evolving earnings landscape, highlighting how the Tech sector's positive estimate revisions have substantially boosted overall S&P 500 Q1 estimates, offsetting negative trends in other sectors. Despite a generally positive outlook for Tech, specific areas like software and IT consulting, exemplified by Gartner's recent subpar guidance, face challenges due to AI disruption and disintermediation concerns. The Tech sector continues to play a critical role, contributing significantly to the S&P 500's total earnings and market capitalization.
Zacks Earnings Trends Highlights: Gartner, Adobe and Accenture
The article highlights that Q1 estimates for the S&P 500 would be modestly down without positive estimate revisions from the Tech sector. While the Tech sector shows strong earnings growth and positive revisions, some software and IT consulting stocks like Gartner, Adobe, and Accenture are facing challenges, particularly Gartner due to subpar guidance and AI disruption worries. The Tech sector continues to play a critical role in the S&P 500's overall earnings picture.
Zacks Earnings Trends Highlights: Gartner, Adobe and Accenture
This report highlights that Q1 2026 earnings estimates for the S&P 500 would be modestly down without the positive revisions from the Tech sector. While the Tech sector continues to drive overall earnings growth, some areas like software and IT consulting are facing headwinds, as evidenced by Gartner's disappointing guidance. The Tech sector's significant contribution to the S&P 500's total earnings and market capitalization underscores its crucial role in the overall market's performance.
Pegasystems Inc. (NASDAQ:PEGA) Q4 2025 Earnings Call Transcript
Pegasystems (NASDAQ:PEGA) reported strong Q4 2025 results, with total ACV growing 17% year-over-year and Pega Cloud ACV increasing by 33%. The company attributes this success to its Blueprint AI design agent, strong global sales execution, and increasing client demand for its predictable AI agents. Pegasystems also provided a positive outlook for 2026, forecasting 15% total ACV growth, $2 billion in total revenue, and $575 million in free cash flow, along with an additional $1 billion share buyback authorization.
Is RCM Technologies (NASDAQ:RCMT) A Risky Investment?
RCM Technologies (NASDAQ:RCMT) carries a net debt of US$30.2m but has liquid assets exceeding total liabilities by US$2.33m, suggesting a balanced financial position. Its net debt to EBITDA ratio is a conservative 1.2, and EBIT covers interest expenses 8.7 times, indicating good debt management. However, a recent 8.0% drop in EBIT and free cash flow at 39% of EBIT warrant ongoing monitoring despite the overall stable debt outlook.
European Enterprises Adopt Robust Sustainability Practices
European firms are shifting their sustainability efforts from mere regulatory compliance to achieving measurable financial and operational outcomes, aligning strategies with renewable energy transition and investing in integrated ESG data architectures. A new ISG report highlights their adoption of digital solutions to manage energy exposure, decarbonize, and gain transparency across operations, supply chains, and product levels for better decision-making and competitive differentiation. This transformation is supported by strategy and enablement services, moving towards outcome-driven approaches in the maturing digital sustainability market.
U.S. Firms Scale Up Sustainability Systems for Business Value
U.S. firms are increasingly adopting digital sustainability solutions, shifting their focus from mere reporting to achieving tangible business value such as improved efficiency, risk management, and resilience. A new report by ISG indicates continued investment in these technologies, especially in energy-intensive sectors, with a strong emphasis on reducing operating costs, improving data quality, and ensuring sustainability across varied regulatory landscapes. This includes integrating ESG data with financial records, enhancing supply chain transparency for risk management, and investing in energy and grid management to counter rising electricity demand.
FPT Recognized in Gartner® Market Guide for Microsoft 365 Implementation and Support Services 2026
FPT, a global technology and IT services provider, has been recognized in the Gartner® Market Guide for Microsoft 365 Implementation and Support Services 2026. As a Microsoft strategic partner for over 25 years, FPT offers a full suite of Microsoft services and solutions, supported by 1,500 Microsoft-certified engineers. The company is committed to advancing AI-driven workplace automation and security, helping organizations enhance end-user experience and optimize their digital workplaces.
Accenture stock drops as CEO share-sale filing and $1.4 billion contract protest hit tape
Accenture's stock dropped by 2.4% following news of CEO Julie Sweet's sale of over 6,000 shares and a protest filed by SAIC against a $1.4 billion Army Corps contract awarded to Accenture. This comes as the company also announced a new cybersecurity partnership with Black Duck and job cuts in its AI joint venture with Telstra. Investors are now keenly awaiting Accenture’s second-quarter fiscal 2026 earnings call on March 19 for further guidance.
Network Modeling as a Value Engine Across the Transaction Lifecycle
Network modeling is presented as a crucial, dynamic tool throughout the transaction lifecycle, offering significant value beyond a one-time optimization. It provides clarity and fact-based insights for pre-close diligence, post-close integration, and long-term transformation. By enabling better decision-making and risk reduction, network modeling helps organizations capture value with greater confidence and fosters continuous improvement.
Accenture Names First Communications Chief As Shares Trade Below Targets
Accenture (NYSE: ACN) has appointed Rachel Frey as its first Chief Communications Officer, a new role focusing on global communications, positioning, and leveraging data and AI for stakeholder engagement. This move comes as Accenture's share price has experienced significant declines recently, trading well below analyst targets and its estimated fair value. The appointment signals Accenture's intent to more effectively communicate its strategy, particularly around data and AI, to improve market perception amidst its stock performance challenges.
Pressure points affecting enterprise software decisions
As enterprise environments become increasingly interconnected, new pressures are emerging in software decision-making, particularly concerning sequencing, adjustment, and reactivity. Decisions that were once independent are now interlocked, with platform selections heavily influencing subsequent choices and requiring significant coordination and adaptation. This shift demands a more deliberate, rather than reactive, approach to avoid increased resource consumption and limited value realization.
