Recent chatter on X about Concentrix Corporation (CNXC) has centered on the company’s strategic acquisition of SAI Digital, a move aimed at enhancing its digital commerce and customer experience capabilities in the APAC region. Posts on the platform highlight the addition of a Vietnam delivery center and proprietary AI solutions as key positives, with some users suggesting this could bolster Concentrix’s competitive edge. This discussion reflects a keen interest in how the acquisition might shape the company’s growth trajectory in a dynamic market.
Additionally, there’s been notable conversation around Concentrix’s mixed Q2 earnings, with revenue surpassing expectations but profitability falling short, as noted in posts on X. Some users have raised concerns about ongoing sector challenges like wage inflation, questioning the sustainability of growth amidst margin pressures. The dialogue underscores a broader curiosity about how Concentrix will navigate these financial headwinds while capitalizing on strategic expansions.
Note: This discussion summary was generated from an AI condensation of post data.
Concentrix Corporation Insider Trading Activity
Concentrix Corporation insiders have traded $CNXC stock on the open market 16 times in the past 6 months. Of those trades, 1 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $CNXC stock by insiders over the last 6 months:
- OLIVIER DUHA has made 0 purchases and 10 sales selling 108,843 shares for an estimated $5,274,970.
- CORMAC J TWOMEY (EVP, Global Ops & Delivery) has made 0 purchases and 5 sales selling 2,500 shares for an estimated $135,615.
- CHRISTOPHER A CALDWELL (President and CEO) purchased 1,000 shares for an estimated $46,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Concentrix Corporation Hedge Fund Activity
We have seen 169 institutional investors add shares of Concentrix Corporation stock to their portfolio, and 203 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 875,556 shares (+25.5%) to their portfolio in Q2 2025, for an estimated $46,277,512
- DIMENSIONAL FUND ADVISORS LP added 552,890 shares (+51.0%) to their portfolio in Q2 2025, for an estimated $29,223,000
- DEPRINCE RACE & ZOLLO INC removed 501,339 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $26,498,272
- CAUSEWAY CAPITAL MANAGEMENT LLC removed 409,812 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $22,801,939
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 381,497 shares (+247.2%) to their portfolio in Q2 2025, for an estimated $20,164,023
- CAPITAL MANAGEMENT CORP /VA added 325,993 shares (+inf%) to their portfolio in Q2 2025, for an estimated $17,230,360
- ALYESKA INVESTMENT GROUP, L.P. removed 292,091 shares (-56.7%) from their portfolio in Q2 2025, for an estimated $15,438,469
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Concentrix Corporation Analyst Ratings
Wall Street analysts have issued reports on $CNXC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 06/30/2025
- Barrington Research issued a "Outperform" rating on 06/27/2025
- Baird issued a "Outperform" rating on 06/26/2025
To track analyst ratings and price targets for Concentrix Corporation, check out Quiver Quantitative's $CNXC forecast page.
Concentrix Corporation Price Targets
Multiple analysts have issued price targets for $CNXC recently. We have seen 4 analysts offer price targets for $CNXC in the last 6 months, with a median target of $67.0.
Here are some recent targets:
- Joseph Vafi from Canaccord Genuity set a target price of $80.0 on 06/30/2025
- Ruplu Bhattacharya from B of A Securities set a target price of $61.0 on 06/27/2025
- Vincent Colicchio from Barrington Research set a target price of $62.0 on 06/27/2025
- David Koning from Baird set a target price of $72.0 on 06/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
