Grid Dynamics Holdings, Inc.

Informe acción NasdaqCM:GDYN

Capitalización de mercado: US$528.5m

Grid Dynamics Holdings Dirección

Dirección controles de criterios 3/4

El CEO de Grid Dynamics Holdings es Leonard Livschitz , nombrado en Jan 2014, tiene una permanencia de 12.42 años. compensación anual total es $1.59M, compuesta por 50.3% salario y 49.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.39% de las acciones de la empresa, por valor de $17.93M. La antigüedad media del equipo directivo y de la junta directiva es de 1.4 años y 9.3 años, respectivamente.

Información clave

Leonard Livschitz

Chief Executive Officer (CEO)

US$1.6m

Compensación total

Porcentaje del salario del CEO50.30%
Permanencia del CEO12.4yrs
Participación del CEO3.4%
Permanencia media de la dirección1.4yrs
Promedio de permanencia en la Junta Directiva9.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 02

GDYN: AI-Led Engagements And Vertical Diversification Will Support Future Upside

Narrative update Analysts have trimmed their price targets on Grid Dynamics Holdings to a range of $8 to $12, citing lower sector valuation multiples, a cautious view on IT services demand, and the potential impact of accelerating AI-led coding on traditional project work. Analyst Commentary Recent research on Grid Dynamics highlights a split view, with some analysts focusing on execution in AI projects and others emphasizing valuation pressure and demand risk across IT services.
Actualización de narrativa May 16

GDYN: AI Engagements And Diversifying Verticals Will Support Future Upside Potential

Analysts have trimmed the price target on Grid Dynamics Holdings to $9.00 from $10.60, reflecting lower fair value estimates and slightly softer assumptions for revenue growth, profit margins, and future P/E multiples following recent research that cites multiple compression and cautious near term IT spending trends. Analyst Commentary Recent Street research presents a mixed picture for Grid Dynamics Holdings, with analysts adjusting targets to reflect multiple compression, softer IT spending, and updated guidance.
Artículo de análisis May 07

Is Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) Potentially Undervalued?

Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ), might not be a large cap stock, but it saw a significant share price rise...
Actualización de narrativa Apr 25

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.
Actualización de narrativa Apr 10

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.
Actualización de narrativa Mar 26

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.
Actualización de narrativa Mar 12

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.
Actualización de narrativa Feb 26

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.
Nueva narrativa Feb 19

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?
Actualización de narrativa Feb 08

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.
Artículo de análisis Feb 06

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

Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ) shareholders won't be pleased to see that the share price has had a very...
Actualización de narrativa Jan 24

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).
Actualización de narrativa Jan 10

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).
Actualización de narrativa Dec 13

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.
Artículo de análisis Dec 04

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

Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ), is not the largest company out there, but it received a lot of attention...
Actualización de narrativa Nov 29

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.
Artículo de análisis Nov 16

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Actualización de narrativa Nov 15

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.
Seeking Alpha Nov 05

The Bottom Fishing Club - Grid Dynamics: Underappreciated AI Pick

Summary Grid Dynamics offers cloud, database, and AI solutions/consulting, with a strong North American presence and 19-year operating history. GDYN shares have dropped 70% from their February peak due to slowing growth and falling margins, but the valuation is now at historic lows. The company holds $338 million in cash and no debt, enabling strategic AI-focused acquisitions to capitalize on potential industry growth. Technical momentum has shifted to the upside in recent trading sessions. Read the full article on Seeking Alpha
Actualización de narrativa Nov 01

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.
Artículo de análisis Oct 12

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

Key Insights The projected fair value for Grid Dynamics Holdings is US$12.86 based on 2 Stage Free Cash Flow to Equity...
Actualización de narrativa Sep 23

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.
Artículo de análisis Aug 19

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

NasdaqCM:GDYN 1 Year Share Price vs Fair Value Explore Grid Dynamics Holdings's Fair Values from the Community and...
Artículo de análisis Aug 07

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

NasdaqCM:GDYN 1 Year Share Price vs Fair Value Explore Grid Dynamics Holdings's Fair Values from the Community and...
Artículo de análisis Aug 03

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

Shareholders in Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ) had a terrible week, as shares crashed 24% to US$7.93 in...
Artículo de análisis Jul 30

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

Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ), is not the largest company out there, but it received a lot of attention...
Artículo de análisis Jul 05

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

There wouldn't be many who think Grid Dynamics Holdings, Inc.'s ( NASDAQ:GDYN ) price-to-sales (or "P/S") ratio of 2.8x...
Artículo de análisis May 19

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

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis May 03

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

Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ) just released its latest first-quarter results and things are looking...
Artículo de análisis Mar 31

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

Key Insights Grid Dynamics Holdings' estimated fair value is US$18.54 based on 2 Stage Free Cash Flow to Equity With...
User avatar
Nueva narrativa Mar 18

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.
Artículo de análisis 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. ( NASDAQ:GDYN ) shares have had a horrible month, losing 30% after a relatively good...
Artículo de análisis Feb 22

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

Last week, you might have seen that Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ) released its yearly result to the...

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
Mar 31 2026n/an/a

US$5m

Dec 31 2025US$2mUS$800k

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($USD1.59M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD2.48M).

Compensación vs. Ingresos: La compensación de Leonard ha sido consistente con los resultados de la empresa en el último año.


CEO

Leonard Livschitz (59 yo)

12.4yrs
Permanencia
US$1,590,549
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 & Director12.4yrsUS$1.59m3.39%
$ 17.9m
Anil Doradla
CFO & Secretary6.5yrsUS$523.53k0.41%
$ 2.1m
Yury Gryzlov
COO & Head of Europe5.4yrsUS$2.49m0.53%
$ 2.8m
Eugene Steinberg
Chief Technology Officer1.2yrssin datossin datos
Cary Savas
Director of Branding & Communicationsno datasin datossin datos
Rahul Bindlish
Senior VP & Global Head of Partnerships and Marketing1.4yrssin datossin datos
Maria Vainer
Vice President of Human Resources2.4yrssin datossin datos
Ilya Katsov
Chief Technology Officer of Americas1.4yrssin datossin datos
Rajeev Sharma
Managing Partner of APAC1.2yrssin datossin datos
Vasily Sizov
Chief Revenue Officer & Head of Americasless than a yearsin datossin datos
1.4yrs
Permanencia media
50.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de GDYN no se considera experimentado ( 1.4 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Leonard Livschitz
CEO & Director20.4yrsUS$1.59m3.39%
$ 17.9m
Eric Benhamou
Independent Director20.4yrsUS$334.99k0.37%
$ 1.9m
Lloyd Carney
Independent Chairman8yrsUS$344.99k1.2%
$ 6.3m
Michael Southworth
Independent Director6.4yrsUS$234.99k0.045%
$ 239.8k
Patrick Nicolet
Independent Director4.3yrsUS$154.99k0.026%
$ 135.4k
Marina Levinson
Independent Director6.4yrsUS$215.00k0.042%
$ 221.1k
Weihang Wang
Non-Employee Director9.4yrsUS$154.99k0.043%
$ 225.7k
Yueou Wang
Non-Employee Director9.4yrsUS$154.99k0.043%
$ 225.7k
Shuo Zhang
Independent Director9.3yrsUS$215.00k0.11%
$ 594.2k
9.3yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de GDYN se considera experimentada (9.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/14 17:04
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
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