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19 handpicked stocks

The Activist Catalyst: Riding The Wave Of Corporate Change

Activist investor Starboard Value has significantly increased its stake in Salesforce, signaling renewed confidence in its push for strategic changes. This trend of shareholder activism creates opportunities for companies specializing in corporate efficiency and performance management.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at अगस्त 15

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

CRM

Salesforce Inc

CRM

Current price

$233.37

The primary target of Starboard Value's increased activism, representing the epicentre of this corporate transformation theme.

HCKT

HACKETT GROUP INC/THE

HCKT

Current price

$20.33

A consulting firm positioned to benefit from increased demand for corporate advisory services during activist-driven transformations.

NSP

Insperity Inc

NSP

Current price

$52.28

Provides strategic consulting services that become essential when companies face pressure to improve operational efficiency.

About This Group of Stocks

1

Our Expert Thinking

Shareholder activism is creating powerful ripple effects across corporate America. When activist investors like Starboard Value push for strategic changes, it creates demand for consulting firms, advisory services, and enterprise software that help companies optimise operations and unlock value.

2

What You Need to Know

This group focuses on companies that benefit when corporations face pressure to improve performance. These include consulting firms specialising in operational efficiency, enterprise software providers offering analytics tools, and advisory companies that guide strategic transformations.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their strategic positioning in the corporate transformation ecosystem. They represent companies that provide the expertise and technology needed when businesses respond to activist pressure or proactively seek to optimise their operations.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+42.07%

Group Performance Snapshot

42.07%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 42.07% over the next year.

17 of 19

Stocks Rated Buy by Analysts

17 of 19 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎯

Activist Momentum Building

Starboard Value's increased Salesforce stake signals renewed confidence in activist-driven change. This creates ripple effects across consulting and advisory firms that help companies respond to such pressure.

Corporate Transformation Surge

Companies are increasingly seeking operational efficiency and strategic improvements. This trend drives demand for the consulting firms and enterprise software providers in this carefully selected group.

💡

Expert-Backed Strategy

These stocks represent the infrastructure of corporate change - from advisory services to performance analytics. Professional analysts identified them as key beneficiaries of the activist investment wave.

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