Back to Market Analysis home Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high historical correlation of growth acceleration and multiple expansion). Highlights from our recent trip to the …

Read More Baird/Koning/BPO: Industry Comments: Takeaways from Oracle OpenWorld Conference | Market Analysis

Back to Market Analysis home  We expect a solid currency-driven EPS beat/raise (revenue likely about in line); view risk/reward as reasonably balanced. We expect a solid EPS beat/raise, as currency has moved nicely into the company’s favor since they reported Q1 results. Yet we believe that significant upside to the stock may be limited given …

Read More Baird/SYNT/Koning: Q2 Earnings Preview | Market Analysis