Generative AI Will Cripple Legacy IT Consulting

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

19 Jun 25

Updated

08 Jun 26

Views

196

08 Jun

US$2.83

AnalystLowTarget's Fair Value

US$3.50

19.2% undervalued

1Y

-82.0%

7D

6.8%

Loading

1Y

-82.0%

7D

6.8%

Author's Valuation

US$3.519.2% undervalued

AnalystLowTarget Fair Value

Shared on 08 Jun 26

Fair value Decreased 30%

DAVA: AI Delivery And Payments Partnership Will Offset Execution Concerns

Endava hits fresh skepticism after another set of weaker results and lower expectations, with longer sales cycles raising doubts about how steady its future work will be. A new payments partnership tied to its AI-focused delivery aims to speed up product launches, but it still has to prove it can execute consistently.

4 views

Shared on 20 Apr 26

Fair value Decreased 16%

DAVA: Buybacks And AI Investments Will Offset Softer Near Term Outlook

Narrative Update on Endava The updated analyst price target for Endava has shifted lower in recent weeks, with moves such as TD Cowen trimming its target to $6.50 and JPMorgan to $9. Analysts are factoring in a slightly softer growth outlook, a lower future P/E assumption, and the effects of foreign exchange and investment spending on near term results.

20 views

Shared on 06 Apr 26

Fair value Decreased 8.54%

DAVA: Shares Will Recover As Buybacks Offset Cautious Revenue Outlook

Narrative Update on Endava Analysts have trimmed their price targets on Endava, with one key target moving from $8.00 to $6.50. This reflects updated views on softer revenue growth assumptions, a lower forward P/E, and slightly better expected profitability after recent earnings and guidance.

26 views

Shared on 22 Feb 26

Fair value Decreased 14%

DAVA: Shares Will Recover As Earnings Reset And Buybacks Support Upside Potential

Analysts have trimmed their Endava price targets, with recent cuts such as $10 to $9 and other reductions contributing to a lower fair value estimate and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Endava reflects a more cautious stance, with price targets being reset lower and ratings held at neutral rather than skewing positive.

10 views

Shared on 25 Dec 25

Fair value Decreased 20%

DAVA: Shares Are Expected To Recover As Client Credit Pressures Ease

Endava's analyst price target has been cut from $10 to $8 as analysts point to missed growth guidance, ongoing pressure from client credit issues and weak pipeline conversion, and a more challenging setup for a near term growth recovery. Analyst Commentary Bearish analysts are signaling a more cautious stance on Endava, citing a combination of weaker than expected execution and an increasingly uncertain growth outlook.

55 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$3.5

19.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

2.19%

Historical revenue growth rate

8.34%

IT revenue growth rate

0.74%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

13.56%

Calculation

UK£58.39m

Earnings '29

x

3.03x

PE Ratio '29

=

UK£176.94m

Market Cap '29

UK£176.94m

Market Cap '29

/

46.44m

No. shares '29

=

UK£3.81

Share Price '29

UK£3.81 Share Price '29

Discounted to 2026 @ 13.56% p.a.

=

UK£2.60

Fair Value '26

UK£2.60 Fair Value '26

Converted to USD @ 1.3338 GBP/USD Exchange Rate

=

US$3.47

Fair Value '26