IT Consulting

Business

ASGN's Strategic Pivot Gains Traction: Consulting Boom and Quinox Acquisition Fuel Transformation Amid Flat Revenue

IT services firm ASGN posted mixed Q4 2025 results, meeting revenue forecasts but missing on profit. While sales held steady at $980.1 million, the company's strategic shift toward high-margin consulting and digital engineering shows promise, driven by record bookings and the integration of its latest acquisition.

Feb 5, 2026

Business

ASGN Charts Strategic Shift with Record Consulting Bookings, Unveils 'Everforth' Rebrand and Quinnox Acquisition

ASGN's Q4 2025 results underscore a deliberate pivot towards high-margin technology consulting, fueled by AI-driven demand. The company announces a unifying 'Everforth' brand, a strategic $290M acquisition, and outlines a path for growth beyond cyclical staffing headwinds.

Feb 5, 2026

Business

Jacobs Solutions Posts Strong Q1, Fueled by Record Backlog and Digital Consulting Surge

Jacobs Solutions outperformed Wall Street expectations in its latest quarter, driven by robust demand in life sciences, advanced manufacturing, and critical infrastructure. The company's record backlog and expanding digital consulting arm position it for sustained growth through 2026.

Feb 4, 2026

Business

Adecco Bets on High-End HR Consulting with LHH Expansion, Shifting Focus from Traditional Staffing

The Adecco Group is making a strategic pivot into higher-margin HR and talent consulting through its LHH brand, a move analysts say could reshape its valuation narrative amid a challenging stock performance history.

Feb 2, 2026

Business

Adecco's Strategic Pivot: Can Its New Global HR Consulting Arm Redefine Its Investment Appeal?

The Adecco Group's launch of a global HR and talent consulting platform under its LHH brand marks a deliberate shift towards higher-margin services. This analysis examines whether this strategic move can reshape the company's financial narrative amid ongoing margin pressures and a challenging debt profile.

Feb 2, 2026

Business

Jacobs Solutions Surpasses Q4 Estimates on Strong Infrastructure and Digital Consulting Demand

Jacobs Solutions (NYSE: J) reported robust fourth-quarter results for CY2025, with revenue climbing 12.3% year-over-year to $3.29 billion, exceeding analyst forecasts. Adjusted earnings per share also beat expectations, driven by strength in key sectors.

Feb 3, 2026

Business

Accenture's Steep Slide: Institutional Investors Weigh Options as Stock Tumbles 13% in a Week

Accenture plc faces mounting pressure as a sharp weekly decline compounds a painful year for shareholders. With institutions holding 81% of the stock, their next move could dictate the consulting giant's near-term trajectory.

Feb 4, 2026

Business

Gallagher Bolsters Global Footprint with Strategic Trio of Acquisitions

Insurance broker Arthur J. Gallagher expands its European transport claims and U.S. employee benefits consulting through three targeted acquisitions, signaling aggressive growth despite recent stock pressure.

Feb 3, 2026

Business

Gartner's Weak Quarter Sparks Sector-Wide Selloff: IT Services Stocks Tumble

A disappointing earnings report from industry bellwether Gartner triggered a sharp selloff across the IT services and consulting sector on Thursday, dragging down shares of major players and fueling concerns over a broader growth slowdown.

Feb 3, 2026

Business

Sector-Wide Jitters: QuinStreet Shares Slide as Gartner's Weak Quarter Sparks IT Services Slowdown Fears

QuinStreet (QNST) shares tumbled nearly 8% in morning trading, caught in a broader sell-off triggered by Gartner's disappointing Q4 results. The advisory giant's revenue decline has intensified market concerns over a potential slowdown in IT services and consulting, with uncertainty around AI's disruptive impact adding to the pressure.

Feb 3, 2026

Business

Gartner's Weak Quarter Sparks Sell-Off: IT Services Stocks Tumble as AI Uncertainty Looms

Shares of major IT services and consulting firms, including Accenture, IBM, and Equifax, fell sharply Thursday after a disappointing earnings report from industry bellwether Gartner reignited fears of a sector-wide slowdown and structural challenges posed by AI.

Feb 3, 2026

Business

Gartner's Weak Quarter Sparks IT Services Selloff, Dragging Down EXL and TransUnion

Disappointing Q4 results from industry bellwether Gartner triggered a broad market selloff in the IT services and consulting sector, with shares of EXL and TransUnion among the notable decliners as investors reassess growth prospects.

Feb 3, 2026

Business

Beyond the Dow's Rally: Three Penny Stocks With Strong Fundamentals for a Volatile Market

As major indices flirt with record highs, a search for value leads some investors to scrutinize smaller-cap opportunities. We examine three penny stocks—Resources Connection, VAALCO Energy, and Waterdrop—that combine financial resilience with distinct growth narratives in consulting, energy, and insurtech.

Feb 3, 2026

Business

Kforce Navigates Turbulent Market: Consulting Arm Provides Ballast as Tech Staffing Stumbles

Kforce's Q4 2025 earnings reveal a tale of two businesses: resilient consulting solutions helped offset a sharper-than-expected profit miss and a dip in tech staffing revenue. While the stock tumbled post-earnings, management points to a growing pipeline of critical technology projects as a sign of a potential turnaround.

Feb 3, 2026

Business

Manchester's Tree Accountancy Acquires Pomegranate Consulting UK Client Base in Strategic Expansion Move

Tree Accountancy strengthens its regional footprint by absorbing Pomegranate Consulting's UK portfolio and key staff, marking its second strategic acquisition in three years as it expands advisory services.

Feb 2, 2026

Business

The AI Interview: How McKinsey and BCG Are Rewriting the Rules of the Case Study

Consulting giants McKinsey and BCG are integrating proprietary AI chatbots like Lilli and Casey into their famed interview processes, testing candidates on problem-solving with ambiguous, AI-generated data and shifting the skills required for the next generation of consultants.

Feb 2, 2026

Business

Beyond the Bottom Line: How Jacobs and Peers Navigated a Turbulent Q3 in Government Consulting

The third-quarter earnings season reveals a sector at a crossroads. While government and technical consulting firms like Jacobs Solutions benefit from long-term structural trends, their latest financial results and market reactions paint a complex picture of resilience and recalibration.

Jan 30, 2026

Business

Morgan Stanley Stays Bullish on Dutch Bros Despite Trimming Price Target, Sees Long-Term Growth in Drive-Thru Coffee

Morgan Stanley reaffirms its Overweight rating on Dutch Bros (BROS) while slightly adjusting its price target to $82 as part of a broader 2026 sector outlook. The move follows recent analyst actions highlighting the coffee chain's aggressive expansion strategy, including its acquisition of Clutch Coffee to bolster its Southeast footprint.

Feb 5, 2026

Business

Captrust Bolsters Midwest Presence with $2.4 Billion Meritage Acquisition

Captrust Financial Advisors expands its footprint in the Kansas City wealth management market through the strategic integration of Meritage Portfolio Management, adding significant institutional assets and expertise.

Feb 5, 2026

Business

IBM Taps PepsiCo Chief for Board, Signaling Broader Ambitions in AI and Enterprise Transformation

IBM appoints PepsiCo Chairman and CEO Ramon Laguarta to its board of directors, bringing global consumer goods and digital transformation expertise to guide the tech giant's strategic pivot.

Feb 5, 2026