Grid Dynamics Holdings, Inc.

Informe acción NasdaqCM:GDYN

Capitalización de mercado: US$478.6m

Grid Dynamics Holdings Dirección

Dirección controles de criterios 2/4

El CEO de Grid Dynamics Holdings es Leonard Livschitz , nombrado en Jan 2014, tiene una permanencia de 12.25 años. compensación anual total es $26.30M, compuesta por 3% salario y 97% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.33% de las acciones de la empresa, por valor de $15.94M. La antigüedad media del equipo directivo y de la junta directiva es de 2 años y 9.1 años, respectivamente.

Información clave

Leonard Livschitz

Chief Executive Officer (CEO)

US$26.3m

Compensación total

Porcentaje del salario del CEO3.04%
Permanencia del CEO12.3yrs
Participación del CEO3.3%
Permanencia media de la dirección2yrs
Promedio de permanencia en la Junta Directiva9.1yrs

Actualizaciones recientes de la dirección

Recent updates

GDYN: AI Engagements And Sector Multiple Compression Will Drive Future Upside Potential

Narrative Update: Grid Dynamics Holdings Price Target Revision The updated analyst price target for Grid Dynamics Holdings is set at $12, aligning with recent Street research that trims targets across the stock to a $9 to $12 range as analysts factor in multiple compression following Q4 results, recent calendar 2026 guidance, and near term billing day and IT spending headwinds. Analyst Commentary Recent Street research shows that most coverage is trimming price targets into a tighter US$9 to US$12 band, but still leaning positive on Grid Dynamics Holdings' execution and medium term potential.

GDYN: AI Engagements And Vertical Diversification Will Support Future Upside Potential

Analysts have trimmed the consolidated price target on Grid Dynamics Holdings to about $10.60 from $12.50, citing recent multiple compression across IT services peers and more cautious assumptions on growth and margins, despite solid Q4 execution and ongoing AI related momentum. Analyst Commentary Recent research highlights a mixed but generally constructive tone on Grid Dynamics Holdings, with analysts adjusting valuation frameworks while still pointing to execution in Q4 and ongoing AI related work as key drivers of interest.

GDYN: AI Engagements And Vertical Diversification Will Support Future Margin Expansion

Analysts have trimmed their 12 month price target range for Grid Dynamics to about $9 to $12, citing recent multiple compression after in line Q4 results, Q1 billing day pressures, and sector wide pressure on IT services valuations, even as AI driven engagements and vertical diversification remain key supports in their views. Analyst Commentary Recent Street research reflects a mixed but generally constructive tone, with price targets reset lower into a US$9 to US$12 band, while positive comments on execution and positioning in AI focused workstreams remain a common theme.

GDYN: AI Demand And New Partnerships Will Support Future Margin Expansion

Analysts have reduced their blended fair value estimate for Grid Dynamics Holdings to $12 from $14, citing recent multiple compression across IT services peers, despite Q4 results that were broadly in line and continued momentum in AI related work. Analyst Commentary Bullish analysts remain constructive on Grid Dynamics Holdings even as they trim fair value estimates, pointing to solid execution in recent quarters and ongoing interest in AI focused work.

GDYN: AI And Cloud Partnerships Will Offset Near Term IT Spending Headwinds

Narrative Update: Grid Dynamics Holdings Analysts have trimmed their price targets on Grid Dynamics Holdings, with one firm moving its view from $10 to $9. The change was attributed to weaker discretionary IT spending and a tougher near term setup around client budgets and billing days.

AI Projects And Margin Pressures Will Challenge Progress Yet Support A Gradual Earnings Upswing

Catalysts About Grid Dynamics Holdings Grid Dynamics Holdings provides AI focused digital engineering and consulting services to large enterprises across multiple industries. What are the underlying business or industry changes driving this perspective?

GDYN: AWS AI Partnership Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Grid Dynamics Holdings at $12.50. Recent adjustments to inputs such as the discount rate and forward P/E reflect updated modeling rather than a clear shift in view.

With A 29% Price Drop For Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) You'll Still Get What You Pay For

Feb 06
With A 29% Price Drop For Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) You'll Still Get What You Pay For

GDYN: AWS AI Collaboration Will Support Future Upside

Analysts have reaffirmed their price target on Grid Dynamics Holdings at US$12.50, with minor tweaks to the discount rate and future P/E assumptions reflecting updated views on risk and earnings quality. What's in the News Entered a multi year collaboration agreement with Amazon Web Services focused on helping enterprise clients plan and scale generative AI projects, building on a 15 year relationship between the companies (Client announcement).

GDYN: AWS AI Collaboration And Buybacks Will Support Future Upside

Analysts now place the price target for Grid Dynamics Holdings at US$12.50, up from US$12.00, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their models. What's in the News Grid Dynamics entered a multi-year collaboration agreement with Amazon Web Services focused on helping enterprise clients build and scale generative AI solutions, using AWS cloud data and AI services together with Grid Dynamics expertise in data engineering and AI/ML (client announcement).

GDYN: AI Fears Will Fade As Margin Expansion Drives Future Upside

Analysts have modestly lowered their price target on Grid Dynamics Holdings from $15.00 to $14.00 per share, citing slightly slower expected revenue growth, offset by improving profit margins and a view that current artificial-intelligence-related valuation fears are transient. Analyst Commentary Bullish analysts note that recent coverage initiations reinforce a constructive view on Grid Dynamics, highlighting an attractive entry point relative to long term growth prospects.

Is It Too Late To Consider Buying Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)?

Dec 04
Is It Too Late To Consider Buying Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)?

GDYN: High Single Digit Organic Growth Will Offset AI Disruption Fears

Analysts have raised their price target for Grid Dynamics Holdings from $11.00 to $12.00, citing expectations that current concerns about artificial intelligence will fade. They also anticipate that the company's organic growth will accelerate to low double digits next year.

The Return Trends At Grid Dynamics Holdings (NASDAQ:GDYN) Look Promising

Nov 16
The Return Trends At Grid Dynamics Holdings (NASDAQ:GDYN) Look Promising

GDYN: Robust Organic Expansion Will Overcome Artificial Intelligence Disruption Fears

Analysts have lowered their price target for Grid Dynamics Holdings from $12.40 to $12.00, citing a slightly higher discount rate and ongoing concerns over artificial intelligence disruption. However, they note expectations for the company's organic growth remain positive.

The Bottom Fishing Club - Grid Dynamics: Underappreciated AI Pick

Nov 05

GDYN: AI Disruption Fears Will Fade As Share Buybacks Begin

Analysts have adjusted their price target for Grid Dynamics Holdings downward from $13.20 to $12.40, citing near-term growth concerns. However, they note that the company’s valuation remains attractive because of expectations for renewed organic growth in the coming year.

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Shares Could Be 41% Below Their Intrinsic Value Estimate

Oct 12
Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Shares Could Be 41% Below Their Intrinsic Value Estimate

Enterprise AI Expansion Will Broaden Global Markets Despite Risks

Analysts have modestly lowered Grid Dynamics Holdings' price target to $13.20, citing transitory AI-related concerns despite strong financials, attractive valuation, and an expectation of accelerating organic growth. Analyst Commentary Bullish analysts view current AI-related concerns as transitory, expecting them to dissipate over time.

The Market Doesn't Like What It Sees From Grid Dynamics Holdings, Inc.'s (NASDAQ:GDYN) Revenues Yet As Shares Tumble 25%

Aug 19
The Market Doesn't Like What It Sees From Grid Dynamics Holdings, Inc.'s (NASDAQ:GDYN) Revenues Yet As Shares Tumble 25%

Statutory Profit Doesn't Reflect How Good Grid Dynamics Holdings' (NASDAQ:GDYN) Earnings Are

Aug 07
Statutory Profit Doesn't Reflect How Good Grid Dynamics Holdings' (NASDAQ:GDYN) Earnings Are

Earnings Beat: Grid Dynamics Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 03
Earnings Beat: Grid Dynamics Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Is Now An Opportune Moment To Examine Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)?

Jul 30
Is Now An Opportune Moment To Examine Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)?

Grid Dynamics Holdings, Inc.'s (NASDAQ:GDYN) Business Is Trailing The Industry But Its Shares Aren't

Jul 05
Grid Dynamics Holdings, Inc.'s (NASDAQ:GDYN) Business Is Trailing The Industry But Its Shares Aren't

Is Now The Time To Put Grid Dynamics Holdings (NASDAQ:GDYN) On Your Watchlist?

May 19
Is Now The Time To Put Grid Dynamics Holdings (NASDAQ:GDYN) On Your Watchlist?

Grid Dynamics Holdings, Inc. Just Recorded A 44% EPS Beat: Here's What Analysts Are Forecasting Next

May 03
Grid Dynamics Holdings, Inc. Just Recorded A 44% EPS Beat: Here's What Analysts Are Forecasting Next

Calculating The Intrinsic Value Of Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)

Mar 31
Calculating The Intrinsic Value Of Grid Dynamics Holdings, Inc. (NASDAQ:GDYN)
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Expanding AI Capabilities Will Provide Tailored Solutions To Fortune 1000 Companies

Expanding AI capabilities and partnerships with hyperscalers are key to driving revenue growth and enhancing operational efficiency.

With A 30% Price Drop For Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) You'll Still Get What You Pay For

Mar 11
With A 30% Price Drop For Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) You'll Still Get What You Pay For

Grid Dynamics Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 22
Grid Dynamics Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Leonard Livschitz en comparación con los beneficios de Grid Dynamics Holdings?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

US$10m

Sep 30 2025n/an/a

US$14m

Jun 30 2025n/an/a

US$17m

Mar 31 2025n/an/a

US$11m

Dec 31 2024US$26mUS$800k

US$4m

Sep 30 2024n/an/a

US$2m

Jun 30 2024n/an/a

-US$1m

Mar 31 2024n/an/a

US$2m

Dec 31 2023US$6mUS$800k

-US$2m

Sep 30 2023n/an/a

-US$11m

Jun 30 2023n/an/a

-US$19m

Mar 31 2023n/an/a

-US$35m

Dec 31 2022US$25mUS$733k

-US$29m

Sep 30 2022n/an/a

-US$26m

Jun 30 2022n/an/a

-US$20m

Mar 31 2022n/an/a

-US$8m

Dec 31 2021US$7mUS$600k

-US$8m

Sep 30 2021n/an/a

-US$9m

Jun 30 2021n/an/a

-US$9m

Mar 31 2021n/an/a

-US$10m

Dec 31 2020US$17mUS$555k

-US$13m

Sep 30 2020n/an/a

-US$6m

Jun 30 2020n/an/a

-US$505k

Mar 31 2020n/an/a

US$5m

Dec 31 2019US$2mUS$517k

US$10m

Compensación vs. Mercado: La compensación total de Leonard($USD26.30M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD2.48M).

Compensación vs. Ingresos: La compensación de Leonard ha aumentado más de un 20% en el último año.


CEO

Leonard Livschitz (58 yo)

12.3yrs
Permanencia
US$26,304,885
Compensación

Mr. Leonard Livschitz has been the Chief Executive Officer at Grid Dynamics Holdings, Inc. since 2014. Prior to joining Grid Dynamics, Mr. Livschitz co-founded the LED solutions company Luxera, serving as...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Leonard Livschitz
CEO & Director12.3yrsUS$26.30m3.33%
$ 15.9m
Anil Doradla
CFO & Secretary6.3yrsUS$2.68m0.40%
$ 1.9m
Yury Gryzlov
COO & Head of Europe5.3yrsUS$3.34m0.52%
$ 2.5m
Eugene Steinberg
Chief Technology Officer1yrsin datossin datos
Cary Savas
Director of Branding & Communicationsno datasin datossin datos
Rahul Bindlish
Senior VP & Global Head of Partnerships and Marketing1.3yrssin datossin datos
Valery Zelixon
Senior Vice President of Sales & Account Management2.8yrssin datossin datos
Maria Vainer
Vice President of Human Resources2.3yrssin datossin datos
Ilya Katsov
Chief Technology Officer of Americas1.3yrssin datossin datos
Rajeev Sharma
Managing Partner of APAC1yrsin datossin datos
Vasily Sizov
Senior VP & Head of Americas1.8yrssin datossin datos
2.0yrs
Permanencia media
49yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de GDYN se considera experimentado (2 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Leonard Livschitz
CEO & Director20.3yrsUS$26.30m3.33%
$ 15.9m
Eric Benhamou
Independent Director20.3yrsUS$154.98k0.36%
$ 1.7m
Lloyd Carney
Independent Chairman7.8yrsUS$179.99k1.17%
$ 5.6m
Michael Southworth
Independent Director6.3yrsUS$134.98k0.043%
$ 204.1k
Patrick Nicolet
Independent Director4.2yrsUS$114.98k0.024%
$ 114.3k
Marina Levinson
Independent Director6.3yrsUS$129.98k0.039%
$ 188.2k
Weihang Wang
Non-Employee Director9.3yrsUS$114.98k0.041%
$ 194.6k
Yueou Wang
Non-Employee Director9.3yrsUS$114.98k0.041%
$ 194.6k
Shuo Zhang
Independent Director9.1yrsUS$129.98k0.11%
$ 519.9k
9.1yrs
Permanencia media
59yo
Promedio de edad

Junta con experiencia: La junta directiva de GDYN se considera experimentada (9.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 12:42
Precio de las acciones al final del día2026/04/29 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Grid Dynamics Holdings, Inc. está cubierta por 10 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joseph VafiCanaccord Genuity
Ryan PotterCitigroup Inc
Surinder ThindJefferies LLC