Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.
The trucking industry has been in a multi-year cyclical downturn. At the same time, Saia has been expanding rapidly, which has led to higher costs and weaker profit margins. Terex has faced headwinds, including weak demand in its core segments, rising tariffs and interest expenses, and a soft European market. Air Lease's primary business operations include aircraft leasing, fleet management, an...
The Magnificent Seven—the tech-focused firms among the largest and most influential companies in the world—absolutely dominate the broader market, accounting for a full one-third of the S&P 500. The Roundhill Magnificent Seven ETF BATS: MAGS provides equal-weight exposure to these seven stocks and has returned nearly 20% year-to-date (YTD).
Award honors EPAM's leadership as a Microsoft Global Systems Integrator (GSI) in building next-generation AI solutions on Azure that help enterprises scale responsibly, accelerate transformation and achieve real-world results NEWTOWN, Pa. , Nov. 13, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM) today announced it has won the Innovate with Azure AI Platform 2025 Microsoft Partner of the Y...
EPAM Systems, Inc. ( EPAM ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Mike Rowshandel - Head of Investor Relations Balazs Fejes - President, CEO & Director Jason Peterson - Senior VP, CFO & Treasurer Conference Call Participants Margaret Nolan - William Blair & Company L.L.C., Research Division Bryan Bergin - TD Cowen, Research Division Jason Kupferberg - Wells Far...
EPAM Systems raised its annual earnings forecast for the third time this year as businesses spend more to modernize their systems for artificial intelligence, sending shares of the IT consultancy firm 4% higher in premarket trading on Thursday.
Third quarter revenues of $1.394 billion, up 19.4% year-over-year GAAP income from operations was 10.4% of revenues and non-GAAP income from operations was 16.0% of revenues for the third quarter Third quarter GAAP diluted EPS of $1.91, a decrease of $0.46, and non-GAAP diluted EPS of $3.08, a decrease of $0.04 on a year-over-year basis Continued to return capital to shareholders, repurchasing ...
Arkansas-based Meridian Management sold 31,788 shares of EPAM, an estimated $5.01 million transaction based on average pricing for the quarter. The transaction value represented 1.3% of 13F reportable assets under management as of quarter-end.
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