Bundled Pay Management Software Analysis Report 2026-2035: A $7.25+ Billion Market by 2030 with UnitedHealth, McKesson, Oracle, Tata Consultancy Services Leading
The bundled pay management software market is projected to grow significantly from $3.08 billion in 2025 to $7.29 billion by 2030, driven by the complexities of payroll regulations, HR digital tool adoption, and the need for integrated systems. Key factors include AI-enabled automation, cloud-based solutions, real-time compliance, and advanced analytics. North America currently leads the market, with Asia-Pacific anticipated as the fastest-growing region.
WIPRO.NS Wipro Limited (NSE) dips to INR 211.05 intraday: short-term support at INR 208, watch AI deal updates
Wipro Limited (WIPRO.NS) saw its stock dip to INR 211.05 intraday, trading below its average daily volume and showing oversold technicals. The company, currently integrating AI services, holds a lower PE ratio compared to its sector peers, presenting a value-oriented investment case. Meyka AI rates WIPRO.NS with a "BUY" suggestion, projecting a 12-month target of INR 270.61, while short-term traders should monitor the INR 208 support level and upcoming AI deal announcements.
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.
New digital tower system aims to cut delays, boost safety at Reagan National
Leidos (NYSE: LDOS) has deployed a new Terminal Flight Data Manager (TFDM) system at Washington Reagan National Airport, which replaces traditional paper flight strips with real-time digital tools to enhance ground efficiency and safety. The implementation was completed 45% faster than the standard 18-month cycle, with the system aiming to reduce delays, improve coordination, and strengthen safety. This brings the number of airports using TFDM to ten, with more rollouts planned.
AI lawsuits, opt-in claims and $4B payouts reshape investor recoveries
Broadridge's 2026 Global Class Action Annual Report indicates that global securities class actions generated over $4 billion in investor recoveries in 2025, a decrease from $5.2 billion in 2024. The report highlights emerging trends including a rise in AI-related litigation, increased participation in opt-in and collective actions, expansion of ESG claims, and a moderation in financial antitrust activity, signaling a dynamic shift in the recovery landscape for institutional investors.
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.
AMD partners with TCS on AI tech
AMD is partnering with Tata Consultancy Services (TCS) to deploy its AI data center technology in India, challenging Nvidia in the growing market. This collaboration will support up to 200 megawatts of AI infrastructure capacity, with AMD offering its Helios data center blueprint. The move is part of AMD's broader strategy to provide end-to-end AI infrastructure as companies and governments build local computing capabilities.
Adobe Inc (ADBE)’s Upside Potential Tested by Lawsuits and Strategy Shifts
Adobe Inc (ADBE) is facing a lawsuit alleging the company used pirated books to train its AI models, following a similar suit in December. Despite this, Adobe recently announced an AI collaboration with Cognizant Technology Solutions to address content demand and brand governance in regulated industries. However, Goldman Sachs downgraded ADBE to Sell with a price target of $290, citing valuation concerns.
Adobe Inc (ADBE)'s Upside Potential Tested by Lawsuits and Strategy Shifts
Adobe Inc (ADBE) is facing new challenges, including a recent lawsuit alleging the use of pirated books to train its AI models, following a similar suit in December. This comes as Adobe announced a strategic AI collaboration with Cognizant Technology Solutions to address increasing content demand and cost pressures. Despite being a top S&P 500 stock, its market position is being re-evaluated, with Goldman Sachs recently downgrading ADBE to a Sell rating due to valuation concerns.
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.
Infosys AI Day 2026: Nandan Nilekani, Salil Parekh To Outline Strategy As AI Reshapes IT Services
Infosys is holding its Investor AI Day 2026 with Chairman Nandan Nilekani and CEO Salil Parekh to address how AI is transforming IT services. The event will focus on leveraging AI for value, human-AI collaboration, revenue growth, and margin protection, amidst investor demand for clarity on generative AI's impact. Infosys will also showcase progress on its Topaz AI platform and its $1.6 billion deal with Britain's National Health Service, while addressing market concerns after a 15% stock decline this year.
Cognizant Expands Strategic Partnership with Google Cloud to Operationalize Agentic AI at Enterprise Scale
Cognizant has expanded its strategic partnership with Google Cloud, focusing on operationalizing agentic AI at enterprise scale. This collaboration involves internal deployment of Google Workspace and Gemini Enterprise by Cognizant, as well as offering new productivity solutions to clients. Cognizant aims to become an "AI builder" by creating purpose-built, industry-specific AI solutions and leveraging its expertise to drive measurable business outcomes.
Kyndryl Expands AI Skilling Programs for Government Employees, Students and Youth in India
Kyndryl announced an expansion of its social impact skilling programs in India, committing US$2.25 billion to provide AI education to government employees, students, and youth. The initiative aims to train 50,000 students, upskill 1,000 teachers across 100 schools, and enable 30,000 youth annually as AI change-makers. This effort aligns with India's digital and skilling priorities, integrating with the Karmayogi iGOT platform and piloting in Varanasi and Ayodhya.
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.
INFY.NS Infosys Limited NSE INR 1346.90 intraday 16 Feb 2026: AI outlook
On February 16, 2026, INFY.NS (Infosys Limited) traded at INR 1346.90, down 2.82% intraday, driven by profit-taking and broader tech sector pressure. Meyka AI rates INFY.NS with a "BUY" suggestion and a score of 81.74/100, citing strong cash flows, high ROE, and AI product exposure. The AI model forecasts a short-term downside of -4.01% but a 12-month upside of +30.71%, contingent on sustained AI contract growth and stable margins.
Lyell Wealth Management LP Lowers Stake in Adobe Inc. $ADBE
Lyell Wealth Management LP significantly reduced its stake in Adobe Inc. by 75.6% during the third quarter, selling over 7,000 shares. Despite this, Adobe reported strong quarterly earnings, beating expectations and providing optimistic guidance for FY2026. Analyst sentiment remains mixed, with an average "Hold" rating, as concerns about generative AI's impact on Adobe's business moderate positive financial results.
LSV Asset Management Grows Position in Adobe Inc. $ADBE
LSV Asset Management significantly increased its stake in Adobe Inc. ($ADBE) by over 528,000% in the third quarter, bringing their total ownership to 380,285 shares valued at $134.15 million. Other institutional investors like Norges Bank, Franklin Resources Inc., Acadian Asset Management LLC, Invesco Ltd., and Federated Hermes Inc. also expanded their positions in Adobe. The article notes generally positive sentiment around Adobe due to strong earnings, AI partnerships, and analysts identifying the stock as undervalued despite some negative news like a class-action lawsuit and short-term price weakness.
GFS Advisors LLC Has $6.96 Million Stock Position in Adobe Inc. $ADBE
GFS Advisors LLC increased its stake in Adobe Inc. to 19,719 shares, valued at $6.96 million, representing a 43.3% increase in the last quarter. Adobe recently beat quarterly earnings expectations and provided strong FY26 guidance, reinforcing investor confidence despite mixed news including a new AI partnership with Cognizant and a class-action lawsuit over AI training data. Institutional ownership of Adobe remains high at 81.79%.
Infosys, TCS, Wipro, HCL Tech: Why IT stocks are falling today; is it time to buy?
The provided article content is just "MSN", which is insufficient to generate a summary. The original article likely discusses why Indian IT stocks like Infosys, TCS, Wipro, and HCL Tech are declining and whether it presents a buying opportunity for investors. Without the actual article text, a detailed summary cannot be created.
Wipro Ltd. Opens with Significant Gap Down Amid Market Concerns and Weak Start
Wipro Ltd. opened with a significant gap down, 4.02% lower than its previous close, and hit a new 52-week low of Rs. 209.15, extending a three-day losing streak. The stock's decline is sharper than the Sensex's, and technical indicators largely suggest a bearish trend, although some short-term signals and a high dividend yield of 5.02% offer mixed prospects. The broader Computers - Software & Consulting sector also experienced pressure, contributing to market caution around Wipro.
Infosys Ltd Hits Intraday Low Amid Price Pressure on 13 Feb 2026
Infosys Ltd experienced a significant intraday decline on February 13, 2026, reaching a new 52-week low of Rs 1281.55 due to intense price pressure and high volatility. The stock underperformed both its sector and the broader Sensex, extending a three-day losing streak and falling below all key moving averages. This reflects strong market headwinds and sector-wide weakness, leading to a downgrade in its Mojo Grade to 'Hold'.
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.
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.
COGNIZANT TECHNOLOGY SOLUTIONS CORP SEC 10-K Report
Cognizant Technology Solutions Corp (CTSH) has released its 2025 10-K report, showcasing revenue growth of 7.0% to $21,108 million, driven by its Health Sciences and Financial Services segments. The report outlines the company's focus on digital and AI capabilities, strategic initiatives like the acquisition of Belcan, and challenges posed by macroeconomic factors and technological changes. Cognizant plans to continue significant investments in AI and maintain its capital allocation strategy, balancing acquisitions with shareholder returns.
Cognizant, Infosys employed highest number of H-1Bs in Texas since 2020, claims report amid major crackdo
A report by Dallas Express indicates that Cognizant and Infosys were the top employers of H-1B visa holders in Texas between 2020 and 2025, hiring significantly more than other companies. This revelation comes amidst increased scrutiny and state-level crackdowns on H-1B visa usage in Texas, including a freeze on H-1B hiring by state agencies and investigations into some firms. The report highlights the large presence of these Indian IT conglomerates in the H-1B landscape in Texas, with Cognizant hiring 50,666 and Infosys 45,323 H-1Bs during the specified period.
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.
Wipro Ltd. Sees Sharp Value Turnover Amid Sector Downtrend; Institutional Interest Wanes
Wipro Ltd. experienced significant trading activity on February 12, 2026, with a high value turnover, but the stock faced downward pressure, hitting a new 52-week low. This decline is attributed to broader sector weakness in the IT - Software sector and waning institutional interest, as indicated by decreased delivery volumes. MarketsMOJO downgraded Wipro to a Hold rating, suggesting a cautious outlook despite its attractive dividend yield, advising investors to monitor for signs of sector recovery.
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.
Japan fund turns mortgage bond paperwork digital with Broadridge
Broadridge Financial Solutions announced that Nissay Asset Management Corporation has implemented its Mortgage-Backed Securities Trade Assignment Portal (TAP), making it the first asset management company in Japan to adopt this solution. The TAP automates and digitizes Assignment of Trade (AOT) workflows for TBA mortgage-backed securities, streamlining processes, reducing administrative workload, and improving transparency for Nissay Asset Management. This move is expected to enhance efficiency, allowing traders to focus more on strategic activities rather than manual administrative tasks.
PEGA Q4 Deep Dive: Margin Pressures Persist Despite Cloud and AI Momentum
Pegasystems (PEGA) reported better-than-expected revenue and adjusted EPS for Q4 CY2025, driven by cloud adoption and AI advancements, yet faced significant operating margin contraction. The company's future guidance emphasizes continued cloud and AI-powered automation growth, alongside a burgeoning partner ecosystem. Management remains focused on balancing growth with operational efficiency despite near-term margin pressures.
SERV Stock Tanks 28% in a Month: Smart Entry Point or More Pain Ahead?
Serve Robotics Inc. (SERV) shares have dropped 28% in the past month despite significant operational milestones like triple-digit revenue growth and surpassing 1,000 robot deployments. The stock's underperformance is attributed to high investment in scaling and acquisitions, leading to substantial cash burn and a widening gap between ambitious long-term goals and near-term profitability. While the company boasts strong liquidity and a clear roadmap for growth, analysts are cautious due to increased loss per share estimates and a premium valuation compared to industry peers.
Cyient, TCS, Infosys could be IT contra bets: SMIFS' Sharad Avasthi; shares views on jewellery, mid- & small-caps
Sharad Avasthi of SMIFS suggests that IT stocks like Cyient, TCS, and Infosys could be considered "contra bets" in the current market. He also provided insights and views on investment opportunities within the jewellery, mid-cap, and small-cap sectors.
PEGA Q4 Deep Dive: Margin Pressures Persist Despite Cloud and AI Momentum
Pegasystems (PEGA) reported better-than-expected revenue and adjusted EPS for Q4 CY2025, driven by cloud adoption and AI integration through its Blueprint agent. Despite strong top-line performance and increased cloud ACV, the company's operating margin contracted due to investments in innovation and a shift to subscription revenues. Management provided optimistic guidance with expectations for continued cloud and AI momentum, highlighting efforts to balance growth with operational efficiency.
TCS and Infosys still offer Rs 3–3.1 lakh to freshers as entry-level IT salaries remain stuck
The article highlights that major IT companies like TCS and Infosys continue to offer entry-level salaries of Rs 3–3.1 lakh to freshers. This indicates a stagnation in remuneration for new entrants in the IT sector.
Earnings To Watch: TransUnion (TRU) Reports Q4 Results Tomorrow
TransUnion (TRU) is set to report its Q4 earnings tomorrow, February 13th. Analysts expect revenue to grow 9.3% year-on-year to $1.13 billion and adjusted earnings to be $1.03 per share. The company has a strong record of beating revenue estimates, and its peers in the data and business process services segment have shown mixed results.
DAMAC Group works with Cognizant as strategic partner to transform IT operations and elevate customer experience
DAMAC Group has entered a three-year strategic agreement with Cognizant to enhance its IT infrastructure and application services. This collaboration aims to streamline operations, improve digital experiences for customers and employees, and accelerate DAMAC's digital maturity across its diverse portfolio. Cognizant will support DAMAC's technology transformation through automation, operational excellence, and AI-led initiatives to boost business agility and scalability.
AI Agents Reshape IT Outsourcing: Implications for CIOs and Sourcing Leaders
The article discusses how AI agents are transforming IT outsourcing, leading to a structural shift in the global market. This change is impacting traditional delivery models and forcing CIOs and sourcing leaders to adapt to outcome-driven, AI-orchestrated services. The emergence of autonomous AI presents new challenges and opportunities related to risks, pricing, vendor stability, and governance.
Adobe And Cognizant Expand AI Partnership To Deepen Enterprise Content Role
Adobe and Cognizant have expanded their global partnership to integrate generative AI into enterprise content, governance, and customer experience workflows. This collaboration aims to scale AI-driven content operations for large organizations, addressing demand, brand consistency, and cost pressures. For investors, the partnership highlights Adobe's focus on embedding AI tools within complex enterprise systems rather than just individual creators, despite a significant decline in Adobe's share price over the past year.
Envestnet Asset Management Inc. Sells 17,324 Shares of Jack Henry & Associates, Inc. $JKHY
Envestnet Asset Management Inc. reduced its stake in Jack Henry & Associates (NASDAQ:JKHY) by 3.3% in the third quarter, selling 17,324 shares and now holding 502,653 shares valued at approximately $74.86 million. This reduction comes despite Jack Henry & Associates beating Q4 earnings and revenue expectations and receiving several analyst upgrades. Meanwhile, institutional investors collectively own 98.75% of the company's stock, and the company recently announced a quarterly dividend.
A Look At Cognizant Technology Solutions (CTSH) Valuation After Recent Mixed Share Price Performance
Cognizant Technology Solutions (CTSH) has shown mixed share price performance recently, with a decline over the last month and year-to-date, but positive returns over longer terms. Despite this, a popular narrative suggests the company is undervalued, with a fair value estimate of $91.40 against its current trading price of $76.84, driven by expectations of growth from digital transformation, AI, and cloud migration. Investors are encouraged to reassess their portfolios and consider opportunities in other undervalued or resilient stocks.
Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities
Broadridge (NYSE: BR) announced its agreement to acquire CQG, a leading provider of futures and options trading, execution management, and market connectivity. This acquisition aims to create an end-to-end trading suite by combining CQG's capabilities with Broadridge's order management and global connectivity. The transaction is expected to close in Broadridge's fiscal fourth quarter, subject to regulatory approvals, and is not anticipated to have a material impact on Broadridge's financial results.
Envestnet Asset Management Inc. Reduces Holdings in Adobe Inc. $ADBE
Envestnet Asset Management Inc. reduced its stake in Adobe Inc. (NASDAQ:ADBE) by 21.2% in the third quarter, selling over 160,000 shares but still holding 598,693 shares valued at approximately $211.2 million. Despite this reduction, Adobe recently beat quarterly earnings estimates and provided strong Q1 and FY 2026 guidance, with institutional investors owning about 81.8% of the stock. Analyst ratings are mixed, with an average "Hold" rating and a target price of $391.81.
Why is Travel + Leisure Co. (TNL) One of the Most Undervalued Travel Stocks to Buy According to Hedge Funds?
Travel + Leisure Co. (TNL) is considered one of the most undervalued travel stocks by hedge funds, especially after renewing a significant collaboration with Cognizant for digital transformation and AI integration. This partnership aims to enhance the member experience and modernize TNL's technology infrastructure. Additionally, TNL recently celebrated the opening of its new global headquarters in Orlando, reinforcing its commitment to growth and service in the vacation ownership and travel services sector.
Cognizant partners with Palantir to Accelerate AI-Driven Modernization in Healthcare and Enterprise Operations
Cognizant has announced a strategic partnership with Palantir Technologies to accelerate AI-driven modernization in healthcare and enterprise operations. This collaboration will see Cognizant leverage Palantir Foundry and AIP within its TriZetto healthcare business and pursue broader AI transformation opportunities for clients across various industries. The partnership aims to integrate AI into core workflows, enhance compliance, auditability standards, and scale AI-powered solutions globally.
Digital Realty Trust Stock Outlook: 117% Upside Potential by 2026
Digital Realty (DLR) is expanding its global data center footprint to meet rising demand from cloud, AI, and enterprise customers across six continents. TIKR's valuation model projects a potential 117% upside by 2026, meaning DLR stock could reach $446 per share by December 2029, reflecting a 167.2% total return or 28.6% annualized return. This growth is driven by projected double-digit revenue and EBITDA growth, with forward two-year CAGRs of 10.0% and 11.3% respectively, largely influenced by high demand for digital infrastructure.
