Israeli Market Community

Catalysts About Nayax Nayax provides an end to end cashless payments and commerce enablement platform for automated and self service retail globally. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Strong digital investments and operational efficiency bolster profitability and position the bank to capture growing demand amid economic recovery. Solid asset quality and a proactive capital return strategy underpin resilience, while broad credit expansion supports steady earnings growth.Read more

Catalysts About Elbit Systems Elbit Systems is a global defense technology company that develops, integrates and delivers advanced systems across land, air, sea, space and cyber domains. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Diversification into high-growth sectors and international markets, along with deep OEM integration, is driving predictable, scalable, and higher-margin recurring revenues. Operational efficiencies and ecosystem lock-in are boosting profitability, supporting sustainable margin expansion and long-term earnings growth.Read more

Key Takeaways Growing demand for AI-driven solutions and partnerships with major tech firms are fueling recurring cloud revenue and strengthening NICE's enterprise market presence. International cloud expansion and strong customer retention are boosting revenue diversification and supporting sustained improvements in long-term earnings and margins.Read more

Key Takeaways Digital transformation and workforce optimization are expected to drive efficiency gains, cost savings, and support improved margins and earnings. Strong economic conditions and diversified lending should fuel loan growth, stable asset quality, and open new revenue streams through digital channels.Read more