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In a December 16 report, Jefferies downgraded ADP to Underperform due to mounting growth challenges while identifying ServiceNow as a 2026 winner poised for a 20% revenue growth rebound.
Toast (TOST) and OSI Systems (OSIS) are identified as cash-producing companies strategically positioned to capitalize on the digital transformation sweeping the hospitality and healthcare sectors. Their integrated technology platforms provide essential infrastructure for industries moving toward greater efficiency and data-driven operations.