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Close Out: DXC Technology Company (DXC), May 17, 2024
We’ve finally decided to throw in the towel with DXC. This comes after the company announced its operating performance for the final quarter of fiscal 2024 last [...]
Supplementary Review: Health Catalyst (HCAT), May 14, 2024
HCAT reported a 1.2% year-over-year increase in first quarter revenue to $74.7 million. With Technology segment sales essentially flat at $47.0 million, this [...]
Supplementary Review: IBEX Limited (IBEX), May 13, 2024
In our view, this continues to highlight IBEX’s ability to leverage its superior and more cost-effective solutions to win new business against its much [...]
Supplementary Review: Cambium Networks (CMBM), May 13, 2024
Given CMBM’s less-than-impressive operating performance in recent quarters, we understand why the market would be skeptical. But with the two biggest hurdles [...]
Supplementary Review: Mativ Inc. (MATV), May 10, 2024
Net sales for the first quarter of 2024 were down 8.9% year-over-year to $500.2 million. Both the company’s newly realigned business segments—Filtration & [...]