EPAM Systems unveiled a $1 billion share repurchase—roughly equal to its entire cash reserve. The bold move signals management’s conviction that the market undervalues the digital-engineering specialist’s long-term prospects.
EPAM Systems built its reputation by solving the hard tech problems others avoided. Now, as generative AI reshapes software services, the company faces its defining test: can its engineering-first DNA turn AI disruption into a new era of growth and competitive advantage?
Marsh McLennan’s stock is down, but secular growth drivers remain. Can the risk-adviser giant still deliver for long-term investors?
Alcon's Q2 reporting was a slight miss. This does not mean that the structural story is broken. We buy the dip.
Our stock of the month for July hiked dividends for 51 consecutive years straight.
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