Sprinklr: Large Customer Declines Are A Big Concern (Downgrade)

2025-12-04 06:31:52 ET

As we come close to wrapping up 2025, it's becoming clear that the sustainability of 2025's sharp market rally is top of mind for many investors. To me, it's the right time to be rotating out of recent winners in the large-cap growth space and shifting more of our portfolios into beaten-down small- and mid-cap stocks. And yet in this space, individual stock-picking is incredibly important, and the companies I hold in my portfolio must both be cheap while also having upside fundamental catalysts to drive a re-rating....

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