The story hinges on AI-led engineering (86% of revenue) scaling with an exec book up 44% to $2.23B, and momentum accelerating; the price, however, already banks it all.
Overall read
6.6/10
Priced for it
The three reads · this quarter
The story hinges on AI-led engineering (86% of revenue) scaling with an exec book up 44% to $2.23B, and momentum accelerating; the price, however, already banks it all.
Overall read
6.6/10
Priced for it
The three reads · this quarter
The standing reads · change less often
Moat
Moderate edge
Key variables
5 tracked
lead: Order intake and executable order bookOrder intake and executable book show a consistent upward trajectory, indicating strengthening demand and robust revenue visibility ahead.
Walk the talk
Not enough data
as of Q1 FY270 of 0 guidance items delivered on time
Encora acquisition integration ahead of plan, with G&A synergies and margin expansion.
Latest · newest first
2d ago · Partnerships
Expands strategic partnership with Pega to accelerate enterprise AI transformation.
2w ago · Business Update
Launches Private Equity Business Unit.
4w ago · Product & Approvals
Launches Momentum AI, a specialized FDE operating unit for enterprise AI outcomes.
4w ago · Business Update
Change in management announced.
Where it sits