Endava Plc (DAVA) is rated a measured Buy, with current valuation reflecting excessive pessimism about margin recovery. Recent financials show missed FY25 guidance, weak margins, and lackluster digital transformation tailwinds, but no existential threats to the business. DAVA's AI initiatives and repositioning have yet to deliver scalable, repeatable revenue or offset weakness in traditional di...
Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.
Payments platform Paysafe has launched a partnership with business technology firm Endava. The collaboration is designed “to bring smarter payments and next-generation community engagement to market faster,” the companies said in a news release Monday (Nov. 17).
LONDON--(BUSINESS WIRE)--Endava launches Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation.
Endava plc faces challenges from AI-driven cost deflation and commoditization, leading to revenue stagnation and margin compression. DAVA is pivoting with agentic AI solutions like DavaFlow, but the market remains skeptical about a growth rebound in the near term. Valuation is deeply discounted, with a US$10 YE26 price target and potential for M&A interest due to DAVA's commercial relationships.
The U.K. company didn't earn as many pounds as hoped. It missed on both the top and bottom lines in its opening quarter of fiscal 2026.
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