Dec 28, 2025 • Markets Mojo
NEUTRAL
Infosys Sees Heavy Call Option Activity Ahead of December Expiry
Infosys is experiencing significant call option activity for the December 2025 expiry, particularly at the ₹1680 strike price, indicating market interest in bullish positioning despite recent price declines. This suggests traders anticipate an upward movement in the stock to surpass ₹1680, supported by the stock trading above its key moving averages. Investors should closely monitor price action and market dynamics as expiry approaches due to potential volatility.
Dec 26, 2025 • FinancialContent
NEUTRAL
EPAM Systems: Navigating the 2025 Geopolitical and AI Paradigm Shift
EPAM Systems (NYSE: EPAM) is undergoing a significant transformation, moving from an "engineering-first" firm to a global, AI-native consultancy. After successfully navigating geopolitical challenges and a leadership transition, the company aims to recapture its market-outperforming status. This article analyzes EPAM's historical background, business model, financial performance, and future opportunities and challenges in the rapidly evolving IT services sector, particularly in the context of Generative AI.
Dec 25, 2025 • GuruFocus
NEUTRAL
International Business Machines (HAM:IBM) EV-to-FCF : 26.40 (As of Dec. 24, 2025)
This article provides a detailed analysis of International Business Machines (HAM:IBM)'s EV-to-FCF ratio, which is currently 26.40 as of December 25, 2025. It breaks down the calculation of this metric, its historical range, and how it compares to industry peers within the Software sector. The report also lists related financial terms and recent headlines concerning IBM.
Dec 23, 2025 • Sahm
BULLISH
Cognizant’s Expanded Microsoft AI Alliance and New AI Labs Might Change The Case For Investing In Cognizant Technology Solutions (CTSH)
Cognizant has announced a significant expansion of its AI capabilities, including a new AI-focused partnership with Microsoft, new AI-driven business process as a service (BPaaS) and IT modernization deals, and the opening of an India AI Lab and Cognizant Moment Studio in Bengaluru. These strategic moves aim to position Cognizant as an AI-first transformation partner across various sectors. The article explores how these investments influence Cognizant's investment narrative and risk-reward profile, emphasizing the potential for growth in AI implementations while acknowledging risks like pricing pressure and competitive shifts.
Dec 23, 2025 • Finviz
NEUTRAL
Infosys (INFY) Ends 5% Lower After 52-Week High
Infosys Limited (NYSE:INFY) saw its stock drop by 5.24% to $19.16 after reaching a 52-week high, attributed to profit-taking and a lack of new catalysts. The company recently reported an 8% increase in net income to $839 million and a 3.7% rise in revenues to $5.076 billion in Q2 FY2025. While acknowledging INFY's potential, the article suggests other AI stocks might offer greater returns with less risk.
Dec 23, 2025 • Markets Mojo
SOMEWHAT-BULLISH
Infosys Sees Robust Call Option Activity Amid Mixed Market Performance
Infosys Ltd. is experiencing significant call option activity for the December 30, 2025 expiry, particularly at strike prices of ₹1660, ₹1680, and ₹1700, indicating bullish sentiment despite a recent stock price dip. The company's shares are trading above key moving averages, and a surge in delivery volume suggests growing investor confidence. This strong derivatives interest, coupled with its technical resilience, positions Infosys as a key stock to watch as the expiry date approaches.