Latest news with #Multinational
Yahoo
31-07-2025
- Business
- Yahoo
Alphabet (GOOGL): Outperform Rating Holds as AI Efforts Gain Traction
Alphabet Inc. (NASDAQ:GOOGL) is one of the . On July 28, JMP Securities reiterated its Market Outperform rating on the stock with a $225.00 price target. The rating affirmation follows Google's launch of Web Guide, an experiment by Search Labs that leverages AI to intelligently organize the search results page. According to the firm, Web Guide is likely the next iteration of Google search, following previous experiments like AI Overviews and AI Mode. The firm anticipates it to be an evolution of Google's efforts to improve the links section in search results. Pixabay/Public Domain The firm further noted how Google has been cautious with its adoption of the AI Mode, reflecting on how the company has been balancing search monetization with engagement. This may be because AI Mode likely monetizes at a lower rate in comparison to traditional search. Moreover, while Google is likely to have strong near-term results driven by its superior commercial search capabilities compared to ChatGPT, there may be some challenges, such as the antitrust trial penalties and improving e-commerce experiences from competitors. Alphabet Inc. (NASDAQ:GOOGL) is an American multinational technology conglomerate holding company wholly owning the internet giant Google, amongst other businesses. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Sign in to access your portfolio
Yahoo
30-07-2025
- Business
- Yahoo
Truist Raises Alphabet's (GOOGL) Price Target, Keeps Buy Rating
Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 24, Truist Securities increased its price target for Alphabet Inc. (NASDAQ:GOOGL) from $200 to $225 while keeping a 'Buy' rating. This decision came after what Truist analysts see as a 'solid execution across the board' in Alphabet Inc.'s (NASDAQ:GOOGL) Q2 2025 results. The company reported impressive growth in Search, YouTube, and Cloud services. The firm also noted that rising competition in AI and macroeconomic uncertainty did not seem to negatively affect the company's performance. A user's hands typing a search query into a Google Search box, emphasizing the company's search capabilities. Truist Securities highlighted increased user engagement and ad monetization from Alphabet Inc.'s (NASDAQ:GOOGL) AI-powered search features and YouTube Shorts. The firm expects these trends to continue in the second half of 2025. The research firm pointed out that Alphabet Inc. (NASDAQ:GOOGL) remains a leader in AI technology. Truist analysts believe that AI will expand the total addressable market for Search and Cloud services, which can fuel long-term growth for the company and help drive its stock price higher. Alphabet Inc. (NASDAQ:GOOGL) is an American multinational technology company and the parent company of Google. The company's products include Search, Ads, Chrome, Cloud, YouTube, and Android. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best American Semiconductor Stocks to Buy Now and 11 Best Fintech Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Business Standard
21-07-2025
- Business
- Business Standard
Odgers India elevates Kaushik DasGupta to Managing Partner; Dr. Prasad Medury to serve as Chairman India
VMPL New Delhi [India], July 21: Odgers, a leading global executive search and leadership advisory firm, today announced a significant leadership transition for its India operations. Kaushik DasGupta, who leads the Consumer, Retail & Media practice in Asia-Pacific, has been promoted to Managing Partner - India. Concurrently, Dr. Prasad Medury, who has successfully led the India business for the past eight years, will continue to serve as Chairman India. Kaushik DasGupta has been a pivotal force for Odgers since his arrival. He took the helm of the Consumer, Retail & Media practice in India at the start of 2020 and has more recently expanded his leadership to continue driving the sector's ongoing growth across the APAC region. Under his guidance, the Consumer practice in India has grown to become the firm's second-largest practice in the country, after Industrial, demonstrating remarkable success with both global and local clients, and consistently supporting them in their global expansion plans. A seasoned veteran in executive search, Kaushik has dedicated nearly his entire career to the field. Prior to joining Odgers, he has held long-term Partner roles with two of India's largest and most successful search firms, both affiliated with global networks. "I am delighted to announce Kaushik DasGupta's promotion to Managing Partner - India," said Mark Braithwaite, Managing Director - APAC. "Kaushik possesses an infectious positive energy and an unwavering obsession with delivering quality work for our clients. I am incredibly proud to welcome him into the APAC management team and have every confidence that he has the passion and capability to lead Odgers India to even greater heights as the Indian economy continues to thrive." Prasad's tenure as Managing Director has been transformative for Odgers in India. Since he joined eight years ago, the India business has experienced exponential growth, driven by a strong focus on Indian companies, as well as Multinational corporations. Prasad will continue to be a vital asset to the firm as Chairman India. He will manage an extended handover of his Country Head responsibilities over the coming months, after which he will continue to lead the firm's robust Industrial and Education practices. "Leading Odgers India for the past eight years has been an immense privilege. I am incredibly proud of the growth we've achieved and the strong foundation we've built. I have full confidence in Kaushik's leadership and vision to take the firm to its next phase of accelerated success, ensuring trust & continued excellence for our clients." says Dr. Prasad Medury, Chairman India, Odgers. Kaushik DasGupta, Managing Partner India, Odgers added, "I am honoured and excited to step into the role of Managing Partner for Odgers India. Prasad has set an incredibly high bar, and I am committed to building upon his legacy, driving further growth, and ensuring we continue to deliver exceptional value to our clients across India, while extending our impact across global markets." About Odgers: Odgers is a leading global executive search and leadership advisory firm, headquartered in London UK, with over 59 offices & operations across 33 countries. It has been ranked as the top 6th among leading executive search firms globally. For over 60 years, Odgers has helped organisations all over the world find senior talent to drive their business agendas. This includes reputed international leadership hiring assignments such as the Organizing Committee for the 2032 Olympic & Paralympic Games in Brisbane, Sporting Director for Newcastle United Football Club, CEO of Integrated and Specialist Medicine Clinical Group, part of the UK NHS Foundation Trust, to name a few. In India, our services include board appointments, leadership & board advisory services and executive search at the leadership level. Our focus in India is on the Industrial, Consumer, Technology & Education sectors where we work with both Indian & as well as foreign multinationals. We also assist clients identify & hire exceptional leadership talent to drive their Sustainability & DE & I initiatives. (ADVERTORIAL DISCLAIMER: The above press release has been provided by VMPL. ANI will not be responsible in any way for the content of the same)
The Wire
21-07-2025
- Business
- The Wire
Odgers India elevates Kaushik DasGupta to Managing Partner; Dr. Prasad Medury to serve as Chairman India
India – July 21, 2025: Odgers, a leading global executive search and leadership advisory firm, today announced a significant leadership transition for its India operations. Kaushik DasGupta, who leads the Consumer, Retail & Media practice in Asia-Pacific, has been promoted to Managing Partner - India. Concurrently, Dr. Prasad Medury, who has successfully led the India business for the past eight years, will continue to serve as Chairman India. Kaushik DasGupta has been a pivotal force for Odgers since his arrival. He took the helm of the Consumer, Retail & Media practice in India at the start of 2020 and has more recently expanded his leadership to continue driving the sector's ongoing growth across the APAC region. Under his guidance, the Consumer practice in India has grown to become the firm's second-largest practice in the country, after Industrial, demonstrating remarkable success with both global and local clients, and consistently supporting them in their global expansion plans. A seasoned veteran in executive search, Kaushik has dedicated nearly his entire career to the field. Prior to joining Odgers, he has held long-term Partner roles with two of India's largest and most successful search firms, both affiliated with global networks. "I am delighted to announce Kaushik DasGupta's promotion to Managing Partner – India,' said Mark Braithwaite, Managing Director - APAC. "Kaushik possesses an infectious positive energy and an unwavering obsession with delivering quality work for our clients. I am incredibly proud to welcome him into the APAC management team and have every confidence that he has the passion and capability to lead Odgers India to even greater heights as the Indian economy continues to thrive." Prasad's tenure as Managing Director has been transformative for Odgers in India. Since he joined eight years ago, the India business has experienced exponential growth, driven by a strong focus on Indian companies, as well as Multinational corporations. Prasad will continue to be a vital asset to the firm as Chairman India. He will manage an extended handover of his Country Head responsibilities over the coming months, after which he will continue to lead the firm's robust Industrial and Education practices. "Leading Odgers India for the past eight years has been an immense privilege. I am incredibly proud of the growth we've achieved and the strong foundation we've built. I have full confidence in Kaushik's leadership and vision to take the firm to its next phase of accelerated success, ensuring trust & continued excellence for our clients.' says Dr. Prasad Medury, Chairman India, Odgers. Kaushik DasGupta, Managing Partner India, Odgers added, "I am honoured and excited to step into the role of Managing Partner for Odgers India. Prasad has set an incredibly high bar, and I am committed to building upon his legacy, driving further growth, and ensuring we continue to deliver exceptional value to our clients across India, while extending our impact across global markets." About Odgers: Odgers is a leading global executive search and leadership advisory firm, headquartered in London UK, with over 59 offices & operations across 33 countries. It has been ranked as the top 6th among leading executive search firms globally. For over 60 years, Odgers has helped organisations all over the world find senior talent to drive their business agendas. This includes reputed international leadership hiring assignments such as the Organizing Committee for the 2032 Olympic & Paralympic Games in Brisbane, Sporting Director for Newcastle United Football Club, CEO of Integrated and Specialist Medicine Clinical Group, part of the UK NHS Foundation Trust, to name a few. In India, our services include board appointments, leadership & board advisory services and executive search at the leadership level. Our focus in India is on the Industrial, Consumer, Technology & Education sectors where we work with both Indian & as well as foreign multinationals. We also assist clients identify & hire exceptional leadership talent to drive their Sustainability & DE&I initiatives. (Disclaimer: The above press release comes to you under an arrangement with NRDPL and PTI takes no editorial responsibility for the same.).
Yahoo
17-07-2025
- Business
- Yahoo
Microsoft's (MSFT) is Well Positioned for Growth in AI and Cloud Services
Investment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm does not focus on short-term outcomes, whether positive or negative, and believes it can enhance the potential long-term returns and reduce risk. In the quarter, the Large Cap Composite returned 7.0% net of fees and expenses, the Small Cap Composite returned 6.7% net, the Focus Composite returned 9.5% net, the Focus Plus composite returned 8.8% and the All-Cap Composite returned 8.1% net. For more information on the fund's best picks in 2025, please check its top five holdings. In its second quarter 2025 investor letter, Vulcan Value Partners highlighted stocks such as Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions. The one-month return of Microsoft Corporation (NASDAQ:MSFT) was 5.28%, and its shares gained 14.82% of their value over the last 52 weeks. On July 16, 2025, Microsoft Corporation (NASDAQ:MSFT) stock closed at $505.62 per share, with a market capitalization of $3.758 trillion. Vulcan Value Partners stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its second quarter 2025 investor letter: "There were two material contributors to performance: Microsoft Corporation (NASDAQ:MSFT) and Ares Management Corp. Microsoft is the world's largest software company with a broad range of offerings including Microsoft Office, gaming, Azure cloud computing, LinkedIn, and more. Microsoft is a key beneficiary in the growth of AI and hyperscale cloud infrastructure. Azure growth accelerated from the prior quarter and is expected to maintain that growth in the coming quarter, driven both by an accelerating contribution from AI and an acceleration in its non-AI core Azure business. In addition, cost controls led to an increase in operating margin. Microsoft is deeply entrenched within its customer base, has high switching costs, and is benefiting from growth tailwinds such as cloud computing and artificial intelligence. We think an underappreciated strength of Microsoft's business model is that not only are its products designed to work together, but it is also more economical for the customer when multiple products are bundled together. This bundling approach enables Microsoft to gain share at the expense of less well positioned competitors over time." A development team working together to create the next version of Windows. Microsoft Corporation (NASDAQ:MSFT) is in second position our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 284 hedge fund portfolios held Microsoft Corporation (NASDAQ:MSFT) at the end of the first quarter compared to 317 in the previous quarter. In the fiscal third quarter of 2025, Microsoft Corporation (NASDAQ:MSFT) reported $70.1 billion in revenues, up 13% year-over-year. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Microsoft Corporation (NASDAQ:MSFT) and shared the list of best US stocks to buy according to billionaires. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
