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Infosys

Infosys Limited

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Infosys is a leading global IT services provider, with nearly 320,000 employees. Based in Bengaluru, the Indian IT services firm leverages its offshore outsourcing model to derive 60% of its revenue from North America. The company offers traditional IT services offerings: consulting, managed services and cloud infrastructure services, and business process outsourcing as a service.

Infosys Limited American Depositary Shares

Infosys Ltd

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INFY

Infosys And Formula E Debut AI-Driven Platform For Real-Time Racing Analytics And Fan Engagement

Leveraging Infosys Cobalt, the digital platform will help streamline HR processes across LKQ Europe's 18 countries.
 &nbsp;

Infosys Reveals Successful Collaboration With LKQ Europe

Big tech companies are employing the majority of approved H-1B visa workers in the U.S., according to <a href="https://www.pewresearch.org/short-reads/2025/03/04/what-we-know-about-the-us-h-1b-visa-program/">research</a> from the Pew Research Center.  Here's a look at which companies <a href="https://www.benzinga.com/news/24/12/42715951/trump-backs-immigration-visas-musk-praises-his-stance-and-says-rising-tide-lifts-all-boats">top the list</a>.
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) came in first with 11,000 H-1B visa approvals in 2023, marking the third consecutive year the e-commerce giant topped the list. Cognizant Technology Solutions Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>), Infosys Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) and Tata Consultancy Services, Inc. round out the top four. 
Read Next:<a href="https://www.benzinga.com/25/03/44475805/homebuilders-kb-home-lennar-cut-prices-as-homebuyer-demand-has-slowed-materially"> Homebuilders KB Home, Lennar Cut Prices As Buyer Demand Has &#8216;Slowed Materially&#8217;</a>
Alphabet, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google came in fifth place and employed almost 5,550 H-1B workers in 2023, less than half compared to Amazon.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) followed in sixth with nearly 4,800 workers and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) came in right behind at 3,800.
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) came in eighth place with 3,371 H-1B workers and currently faces a lawsuit claiming the company systematically favors foreign workers. 
Plaintiffs in the case argue that Meta has a pattern of prioritizing <a href="https://www.benzinga.com/news/legal/25/02/43964101/meta-hit-with-lawsuit-claiming-it-favors-foreign-workers-over-us-citizens-mark-zuckerberg-led-tech-giant-calls-it-baseless">visa holders</a> for employment, a claim supported by court-cited statistics: 15% of Meta&#8217;s U.S. workforce holds H-1B visas, compared to 0.5% across all industries.
Meta has denied the allegations and called the discrimination claims &#8220;baseless.&#8221;
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) ranked near the bottom of the 30 companies on Pew Research's list with less than 1,100 H-1B visas, accounting for 0.3% of total H-1B approvals. Tesla CEO Elon Musk has been an outspoken<a href="https://x.com/elonmusk/status/1872374103983759835"> proponent</a> of the visa program, likening it to drafting talented foreign players to bolster an NBA team. 
The H-1B program, established in 1990, enables U.S. employers to recruit skilled foreign professionals with bachelor's degrees or equivalent qualifications for specialized roles.&nbsp;
H1-B visas are initially valid for three years, renewable up to six years, with potential extensions for those pursuing permanent residency. In 2023, 400,000 H-1B applications were approved with 65% of approvals being renewals.
Read More:&nbsp;
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<li><a href="https://www.benzinga.com/news/global/25/03/44477467/trumps-tariffs-on-buyers-of-venezuelan-oil-could-boost-energy-sector-exxon-mobil-stock">Trump&#8217;s Tariffs On Buyers Of Venezuelan Oil Could Boost Energy Sector, Exxon Mobil Stock&nbsp;</a></li>
</ul>
Photo: Cristian Storto via Shutterstock

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Big Tech Companies Employ Majority Of H-1B Visa Workers: Where Do Amazon, Google, Meta Rank?

<a href="https://www.infosys.com/">Infosys</a>&nbsp;(NSE: INFY) (BSE: INFY) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting today announced the expansion of its long-standing strategic collaboration with Citizens,&nbsp;one of the oldest and largest financial institutions in the US.
Citizens will leverage Infosys&#39; deep domain expertise in financial services and its innovative technologies, including AI, cloud, and automation to develop cloud native domain platforms and achieve data center exit. This AI-enabled transformation will also foster an ecosystem of valuable FinTech and hyperscaler collaborations, delivering hyper-personalized AI-powered customer experiences, and enhancing operational resilience and stability.&nbsp;
Over the last five years, Citizens and Infosys have achieved significant milestones: developed and implemented a comprehensive strategy and blueprint in domain centric platforms, established a robust data lake, developed enterprise APIs, reached 90 percent in test automation, successfully migrated critical workloads to the cloud while maintaining operational resilience, and rationalized applications and tools.

Infosys Announces Expansion Of Strategic Collaboration With Citizens; Citizens Will Leverage Infosys' Deep Domain Expertise In Financial Services And Its Innovative Technologies, Including AI, Cloud, And Automation To Develop Cloud Native Domain Platforms And Achieve Data Center Exit

In the current session, Infosys Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) is trading at $19.11, after a 1.70% decrease. Over the past month, the stock decreased by 13.91%, and in the past year, by 2.45%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1741712439_0.png" alt="Past Year Chart" />

<h3>Infosys P/E Compared to Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 110.17 in the IT Services industry, Infosys Inc. has a lower P/E ratio of 24.61. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1741712439_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Markets

Price Over Earnings Overview: Infosys

Establishes a new Global Capability Center in India to drive growth and deliver future-ready capabilities and services powered by Infosys Topaz

DLAKF

Infosys Partners With Lufthansa Group To Accelerate Digitalization, AI, And Sustainability In The Aviation Sector

The collaboration aims to provide over 250,000 Siemens' people globally with upskilling opportunities, and a personalized learning and growth experience.

SIEGY

Infosys Expands Collaboration With Siemens AG To Accelerate Its Digital Learning Initiatives With Generative AI

<a href="https://www.infosys.com/en.html">Infosys</a>&nbsp;(NSE: INFY) (BSE: INFY) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting, today announced a critical milestone in its three-year collaboration with&nbsp;<a href="https://apc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.street-child.org%2F&amp;data=05%7C02%7Cmelvin.alex%40infosys.com%7C1f579c2d143a40ad2c3a08dd3c52d174%7C63ce7d592f3e42cda8ccbe764cff5eb6%7C0%7C0%7C638733048575532270%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;sdata=%2FKsV3nkexT%2F8lBZqEykoHWLXoz9MePICbTq6iSuezws%3D&amp;reserved=0">Street Child</a>, an international children's charity, with the establishment of seven Digital Learning Centers (DLCs) to address the educational challenges faced by children in crisis-affected areas of Ukraine.

Infosys and Street Child Launch Digital Learning Centers to Support Education in Crisis-Hit Ukraine

Guggenheim analyst Jonathan Lee reiterates Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) from Neutral to Neutral.

Reiteration

Analyst Ratings

Guggenheim Reiterates Neutral on Infosysto Neutral

Wall Street paused for a breather on Thursday, following Wednesday's big rally sparked by a softer-than-predicted December inflation report that fueled speculation on the Federal Reserve delivering interest rate <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43003047/stocks-rise-on-core-inflation-slowdown-banks-rally-after-strong-q4-earnings-treasury-yields-plummet">cuts during the year. </a>
By midday, stocks were little changed as attention shifted to the next major event: Donald Trump's inauguration as 47th U.S. president on Monday.
On the data front, December retail sales rose 0.4% from the previous month, a slower pace than November's 0.8% increase and below expectations of 0.6%. Jobless claims climbed by 16,000 to 217,000, slightly higher than <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43027744/retail-sales-slow-jobless-claims-rise-is-us-consumer-loosing-steam">the projected 210,000. </a>
See Also: <a href="https://www.benzinga.com/25/01/43020430/cathie-wood-sounds-alarm-over-inflation-pressures-and-consumer-woes-peter-schiff-flags-oil-spike-what-economists-are-saying">Cathie Wood Says Inflation Worries Dampen Expectations, Schiff Singles Out Wall Street For Swallowing Narrative Even As Prices Soar</a>
The weaker data sent Treasury yields lower, with the 10-year yield slipping four basis points to 4.61%, extending the previous day's 14-basis-point decline.
Falling yields helped gold climb 0.9% to $2,970 per ounce, reaching a two-month high as investors moved toward safe-haven assets. 
Semiconductor stocks stood out the best-performing industry, with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) gaining 1.8%. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) jumped more than 5% after delivering strong quarterly earnings, lifting the broader chip industry. Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) and ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) advanced 7% and 6%, respectively.
Oil prices pulled back 2.6%, giving up part of Wednesday's 4% gain. Traders speculated that Trump's policies could ease sanctions on Russian energy exports as part of a broader effort to negotiate peace in Ukraine. 
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged down 1% to $99,000, following a slight pullback across cryptocurrency markets.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,958.43</td>
<td>0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,255.53</td>
<td>0.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,264.04</td>
<td>0.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,239.38</td>
<td>0.0%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent011525&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) remained unchanged at $593.10.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;flattened at $432.18.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) was unchanged at $516.54.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% to $224.31.</li>
<li>The&nbsp;Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 2.1%; the&nbsp;Health Care Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 0.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul>
<li>Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) fell 2% following quarterly earnings. Peer Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) rose 2.7%.</li>
<li>Other stocks reacting to earnings were UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), down 4.7%, Infosys Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), down 5.2%, PNC Financial Services Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>), down 2%, U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>), down 5.3%, M&amp;T Bank Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>), down 2.8%, First Horizon Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHN#NYSE">FHN</a>). </li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) fell by 3.6% after the EV giant announced reduced selling prices on its Cybertruck, in a strategy to revive demand. </li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) dropped 3% after the European Commission's competition chief confirmed that the investigation into the company under the Digital Markets Act will move forward as scheduled, with enforcement anticipated by March 2024.</li>
</ul>
Check Out: 
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<li><a href="https://www.benzinga.com/general/travel/25/01/43036258/polar-vortex-brings-winters-coldest-air-for-trumps-inauguration-day-what-it-means-for-utilities-retailers-energy-stocks">Polar Vortex Brings Winter&#8217;s Coldest Air For Trump&#8217;s Inauguration Day: What It Means For Utilities, Retailers, Energy Stocks</a></li>
</ul>
Image: Shutterstock

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Stocks Pause, Chipmakers Rise, Gold Hits 2-Month Highs: What's Driving Markets Thursday?

WIIM

Infosys shares are trading lower following Q3 financial results.

Guidance for FY25: &nbsp;• Revenue growth of 4.5%-5.0% in constant currency • Operating margin of 20%-22%&nbsp;

Guidance

Infosys Expects FY25 Revenue Growth of 4.5%-5.0% (Prior 3.75%-4.50%) in Constant Currency, Reiterated Operating Margin of 20%-22%

Earnings

Earnings Beats

Infosys Q3 2025 GAAP EPS $0.19, Inline, Sales $4.939B Beat $4.882B Estimate

<h3>Companies Reporting Before The Bell</h3>
• Insteel Indus (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IIIN#NYSE">IIIN</a>) is projected to report quarterly earnings at $0.09 per share on revenue of $117.45 million. 
• Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) is likely to report quarterly earnings at $2.16 per share on revenue of $26.38 billion. 
• Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) is estimated to report quarterly earnings at $0.19 per share on revenue of $4.93 billion. 
• Bank7 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BSVN#NASDAQ">BSVN</a>) is expected to report quarterly earnings at $1.05 per share on revenue of $23.50 million. 
• PNC Finl Servs Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>) is expected to report quarterly earnings at $3.30 per share on revenue of $5.49 billion. 
• M&amp;T Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>) is projected to report quarterly earnings at $3.74 per share on revenue of $2.34 billion. 
• UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) is expected to report quarterly earnings at $6.92 per share on revenue of $101.09 billion. 
• First Horizon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHN#NYSE">FHN</a>) is likely to report quarterly earnings at $0.38 per share on revenue of $825.23 million. 
• Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) is projected to report quarterly earnings at $0.79 per share on revenue of $25.22 billion. 
• Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) is estimated to report quarterly earnings at $1.51 per share on revenue of $14.35 billion. 
• U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>) is estimated to report quarterly earnings at $1.01 per share on revenue of $6.93 billion. 
<h3>Companies Reporting After The Bell</h3>
• JB Hunt Transport Servs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBHT#NASDAQ">JBHT</a>) is expected to report quarterly earnings at $1.62 per share on revenue of $3.15 billion. 
• Independent Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INDB#NASDAQ">INDB</a>) is projected to report quarterly earnings at $1.16 per share on revenue of $175.71 million. 
• Bank OZK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OZK#NASDAQ">OZK</a>) is expected to report quarterly earnings at $1.44 per share on revenue of $407.32 million. 
• RF Industries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RFIL#NASDAQ">RFIL</a>) is estimated to report quarterly earnings at $0.06 per share on revenue of $17.85 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For January 16, 2025

Launch of 'Beyond Tennis': A new generative AI tennis league with AI players and data-driven tournaments

Reported Earlier, Infosys And Tennis Australia Redefine Tennis Engagement With New AI-Powered Features

Goldman Sachs analyst James Schneider expects fourth-quarter 2024 reports to reflect gradual demand improvement in 2025 guidance. Based on intra-quarter management commentary and Accenture (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>)
Schneider expects modest beats for his <a target="_blank" href="https://www.benzinga.com/topic/information-technology-services-industry" rel="noreferrer noopener">IT Services coverage</a> in the quarter.&nbsp;&nbsp;
The analyst noted that 2025 guidance will reflect modest revenue acceleration that mirrors a gradually improving customer demand environment and monitored Tata Consultancy Services and Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) reports.&nbsp;&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42882959/intel-partners-with-amazon-cloud-to-drive-next-gen-smart-vehicle-tech" rel="noreferrer noopener">Intel Partners with Amazon Cloud to Drive Next-Gen Smart Vehicle Tech, Wins Stellantis, Karma Auto As Clients</a>
Despite the bottoming in fundamentals, Schneider noted investor expectations have modestly deteriorated in recent weeks, given stiffer FX headwinds across the coverage.
As the analyst continues to see cyclical headwinds moderate, he now prefers applications-focused names like International Business Machines Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Globant (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLOB#NYSE">GLOB</a>), and EPAM Systems, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>).
He also noted that IBM remains well-positioned for growth as software growth continues to reflect accelerating trends versus history. The analyst&#8217;s estimates for the fourth quarter remain broadly in line with the Street&#8217;s but he expects 2025 guidance to reflect higher revenues from Red Hat&#8217;s outperformance and the upcoming mainframe refresh in the second quarter of 2025.
Investors will likely focus on software growth and portfolio mix as key metrics, with consulting trends under greater scrutiny.&nbsp;&nbsp;
Schneider noted IBM can pivot its software portfolio to mid- to high-single-digit growth while taking share in consulting, with room for multiple expansions. Investor Day is the next catalyst for the stock.
Schneider projected fourth-quarter revenue of $17.62 billion and adjusted EPS of $3.76.
He noted that Globant expects a solid growth outlook with solid margin expansion in 2025. The analyst expects Globant to deliver a largely in-line quarter but thinks 2025 guidance will reflect revenue acceleration and steady margin expansion supported by its unique positioning in high-growth verticals amid a gradual cyclical recovery. Schneider expects investors to focus on revenue growth trends to gauge the rate of potential revenue re-acceleration in 2025.
The analyst projected fourth-quarter revenue of $649 million and adjusted EPS of $1.74.
EPAM&#8217;s 2025 outlook is likely to reflect modest organic growth, as per Schneider. The analyst expects an in-line fourth quarter with 2025 guidance that reflects stabilizing to improving discretionary trends, as he noted the company is set to capture recovering demand for new technology builds and other high-end engineering services. Schneider noted investors will be focused on the pace of EPAM&#8217;s organic re-acceleration given improving fundamentals in 2025.
Schneider projected fourth-quarter revenue of $1.21 billion and adjusted EPS of $2.78.
Price Actions: IBM stock is down 0.47% at $216.38 at last check Tuesday. GLOB is down 1.14% and EPAM is up 0.03%.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/42881889/uber-nvidia-partnership-to-unlock-value-by-leveraging-ai-to-advance-ridesharing-autonomous-tech-analyst" target="_blank" rel="noreferrer noopener">Uber, Nvidia Partnership To Unlock Value By Leveraging AI To Advance Ridesharing, Autonomous Tech: Analyst</a></li>
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Photo: Shutterstock

Trading Ideas

EPAM

GLOB

IBM, Globant, EPAM Top IT Bets For 2025, Driven by Demand Trends And Margin Expansion: Analyst

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
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<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/03/25</td>
<td>$140.00</td>
<td>$144.0K</td>
<td>63.6K</td>
<td>106.7K</td>
</tr>
<tr>
<td>WOLF</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$8.00</td>
<td>$66.2K</td>
<td>901</td>
<td>31.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/03/25</td>
<td>$78.00</td>
<td>$36.0K</td>
<td>4.1K</td>
<td>12.9K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/03/25</td>
<td>$240.00</td>
<td>$109.4K</td>
<td>9.6K</td>
<td>9.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$300.00</td>
<td>$26.8K</td>
<td>9.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$100.00</td>
<td>$26.9K</td>
<td>12.8K</td>
<td>2.3K</td>
</tr>
<tr>
<td>INFY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$23.00</td>
<td>$260.0K</td>
<td>2.0K</td>
<td>2.3K</td>
</tr>
<tr>
<td>RGTI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/10/25</td>
<td>$20.00</td>
<td>$37.0K</td>
<td>1.4K</td>
<td>1.8K</td>
</tr>
<tr>
<td>RCAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/03/25</td>
<td>$14.50</td>
<td>$27.9K</td>
<td>169</td>
<td>1.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$17.00</td>
<td>$47.0K</td>
<td>17.5K</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on January 3, 2025. This event was a transfer of 720 contract(s) at a $140.00 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $144.0K, with a price of $200.0 per contract. There were 63634 open contracts at this strike prior to today, and today 106720 contract(s) were bought and sold. 
• Regarding WOLF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>), we observe a put option trade with bullish sentiment. It expires in 382 day(s) on January 16, 2026. Parties traded 200 contract(s) at a $8.00 strike. The total cost received by the writing party (or parties) was $66.2K, with a price of $331.0 per contract. There were 901 open contracts at this strike prior to today, and today 31352 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be neutral, expiring in 4 day(s) on January 3, 2025. This event was a transfer of 150 contract(s) at a $78.00 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $240.0 per contract. There were 4135 open contracts at this strike prior to today, and today 12970 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on January 3, 2025. This event was a transfer of 322 contract(s) at a $240.00 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $109.4K, with a price of $340.0 per contract. There were 9652 open contracts at this strike prior to today, and today 9775 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with bearish sentiment. It expires in 18 day(s) on January 17, 2025. Parties traded 13 contract(s) at a $300.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $26.8K, with a price of $2063.0 per contract. There were 9183 open contracts at this strike prior to today, and today 3282 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 81 day(s) on March 21, 2025. This event was a transfer of 10 contract(s) at a $100.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $26.9K, with a price of $2690.0 per contract. There were 12828 open contracts at this strike prior to today, and today 2357 contract(s) were bought and sold. 
• Regarding INFY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), we observe a put option trade with bullish sentiment. It expires in 18 day(s) on January 17, 2025. Parties traded 2000 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $260.0K, with a price of $130.0 per contract. There were 2041 open contracts at this strike prior to today, and today 2323 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a call option sweep with bullish sentiment. It expires in 11 day(s) on January 10, 2025. Parties traded 200 contract(s) at a $20.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.0K, with a price of $185.0 per contract. There were 1459 open contracts at this strike prior to today, and today 1894 contract(s) were bought and sold. 
• Regarding RCAT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RCAT#NASDAQ">RCAT</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on January 3, 2025. Parties traded 288 contract(s) at a $14.50 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $97.0 per contract. There were 169 open contracts at this strike prior to today, and today 1859 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a put option trade that happens to be bearish, expiring in 53 day(s) on February 21, 2025. This event was a transfer of 1000 contract(s) at a $17.00 strike. The total cost received by the writing party (or parties) was $47.0K, with a price of $47.0 per contract. There were 17539 open contracts at this strike prior to today, and today 1038 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AVGO

MSTR

NVDA

PLTR

RCAT

RGTI

SMCI

WOLF

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