Friday POW!

Pick of the Week

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(All data, metrics, and prices were as of the date of this writing 5/5/2026)

Key Highlights

• Stock at ~$177; 52-week range $173.56–$325.71; all-time high (ATH) $386; down ~46% from ATH and near 52-week low

• FY2025: revenue $69.67B, +7.4% YoY; EPS $12.20; free cash flow (FCF) ~$9.5B; 26.3% return on equity

• Q2 FY2026: revenue $18.04B, +8% in USD, +4% local currency; EPS $2.93 vs. $2.85 estimate; operating margin 13.8%, +30bps (0.30%) YoY

• Q2 bookings $22.1B — quarterly record; 41 clients with >$100M quarterly bookings — record; H1 bookings $43.0B; 1.2 book-to-bill