Dec 30, 2025 • ts2.tech
NEUTRAL
Why Qualys stock is sliding today: QLYS lags cybersecurity peers in late-year trade
Qualys (QLYS) shares fell by 2.5% in Tuesday afternoon trading, underperforming cybersecurity peers as investors focused on year-end positioning and Federal Reserve signals. This decline, which occurred amid light liquidity, was attributed to a healthy rebalancing of allocations rather than an emotionally driven sell-off, despite strong third-quarter revenue results announced in November. Traders are now watching for stabilization of the stock and upcoming macro cues, including January's jobs and consumer price reports and the next Fed meeting.
Dec 30, 2025 • AD HOC NEWS
NEUTRAL
The Truth About Pearson plc: Is This Education Giant a Secret Tech Gamechanger?
Pearson plc, traditionally known for textbooks and testing, is being re-evaluated as a potential tech and AI gamechanger in the education sector. The company has significantly shifted towards digital platforms, AI-powered learning tools, and career certifications, moving beyond traditional schooling. Despite student frustrations over costs and user experience, its deep integration into educational systems and official testing makes it a powerful, recurring revenue business for investors.
Dec 30, 2025 • MarketBeat
NEUTRAL
Analyst IMS Investment Management Services Ltd. Has $80.27 Million Holdings in Wix.com Ltd. $WIX
IMS Investment Management Services Ltd. significantly increased its stake in Wix.com Ltd. by 18.8% in Q3, now holding 451,914 shares valued at $80.27 million, making it their 6th largest holding. Institutional ownership in Wix is high at 81.52%. The article also notes Wix's current trading price, market capitalization, and various analyst ratings which generally recommend a "Moderate Buy" for the stock.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BEARISH
Palo Alto Networks stock dips as insider sales hit SEC filings; Fed minutes next
Palo Alto Networks (PANW) shares dipped 0.8% to $186.85 amidst revelations of insider share sales by the CFO and President under Rule 10b5-1 trading plans. This dip occurred during cautious, light holiday trading, with cybersecurity peers also seeing declines. Traders are closely watching Tuesday's Federal Reserve meeting minutes for signals on interest rates and year-end market positioning.
Dec 29, 2025 • MarketBeat
NEUTRAL
Constitution Capital LLC Takes Position in The Boeing Company $BA
Constitution Capital LLC has acquired a new stake of 6,000 shares in The Boeing Company (NYSE:BA) during the third quarter, valued at approximately $1.295 million, making it their 28th largest holding. Despite Boeing missing EPS estimates with -$7.47, revenue increased by 30.4% to $23.27 billion. The stock currently trades around $216, with analysts giving it a "Moderate Buy" rating and an average target price of $233.17.
Dec 29, 2025 • ts2.tech
SOMEWHAT-BULLISH
ServiceNow stock edges higher into year-end as $7.75 billion Armis deal stays in focus
ServiceNow (NYSE: NOW) shares saw a modest gain into the end of the year, driven by investor focus on its $7.75 billion acquisition of cybersecurity firm Armis. The deal is intended to enhance ServiceNow's security workflow and cyber exposure management offerings. The company's significant investment in acquisitions during 2025 highlights its growth strategy, with the Armis deal expected to close in the second half of 2026.