Grid Dynamics Holdings マネジメント
マネジメント 基準チェック /34
Grid Dynamics Holdingsの CEO はLeonard Livschitzで、 Jan2014年に任命され、 の在任期間は 12.67年です。 の年間総報酬は$ 1.59Mで、 50.3%給与と49.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の3.53%を直接所有しており、その価値は$ 22.88M 。経営陣と取締役会の平均在任期間はそれぞれ1.7年と9.5年です。
主要情報
Leonard Livschitz
最高経営責任者
US$1.6m
報酬総額
| CEO給与比率 | 50.30% |
| CEO在任期間 | 12.7yrs |
| CEOの所有権 | 3.5% |
| 経営陣の平均在職期間 | 1.7yrs |
| 取締役会の平均在任期間 | 9.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Aug 16
GDYN: AI-Led Coding Advances Will Pressure Future Earnings Power
Analysts nudged the fair value estimate for Grid Dynamics Holdings higher, with the implied price target rising by $1.00 to $9.00. They cited recent price target increases from TD Cowen and JPMorgan, along with research that points to slightly firmer revenue growth, margins, and a higher assumed future P/E multiple.分析記事 • Aug 07
Investors Can Find Comfort In Grid Dynamics Holdings' (NASDAQ:GDYN) Earnings Quality
The market for Grid Dynamics Holdings, Inc.'s ( NASDAQ:GDYN ) shares didn't move much after it posted weak earnings...ナラティブ更新 • Aug 02
GDYN: AI-Led Coding And Sector Uncertainty Will Pressure Future Returns
Analysts have lifted their price targets on Grid Dynamics Holdings to a range of $8 to $9, citing a recent earnings report that was slightly ahead of revenue and EBITDA expectations and a 3Q outlook that they say is also modestly above prior consensus, while still flagging broader sector risks and AI related pressures on IT services demand. Analyst Commentary Recent research on Grid Dynamics Holdings shows a split view, with some price target increases sitting alongside more cautious commentary.ナラティブ更新 • Jul 15
GDYN: AI Coding Pressure And Index Removals Will Shape A Measured Outlook
Analysts have trimmed their fair value estimate for Grid Dynamics Holdings from $7 to $6, citing lower price targets around $8 and growing concern that geopolitical uncertainty and rapid progress in AI-led coding could pressure sector demand and profitability assumptions. Analyst Commentary Recent research on Grid Dynamics Holdings points to a more cautious stance, with several bearish analysts reworking their models and signaling increased concern around the stock's risk profile.ナラティブ更新 • Jul 01
GDYN: AI-Led Coding Headwinds Will Set Up A Future Rebound
Analysts have trimmed their fair value estimate for Grid Dynamics Holdings stock from $9.00 to $7.00, citing slower projected revenue growth, softer profit margins, and a higher assumed future P/E multiple as they reassess the impact of AI led coding and a more cautious demand backdrop on the IT services group. Analyst Commentary on Grid Dynamics Holdings Recent research on Grid Dynamics Holdings highlights a more cautious tone, with several bearish analysts rethinking their stance on the stock in light of AI led coding trends and a softer demand backdrop for IT services.
ナラティブ更新 • Jun 17
GDYN: AI-Led Coding And Azure Modernization Will Drive Future Upside
Grid Dynamics Holdings enters this Narrative Update with its analyst price target now referenced at $8, as analysts highlight a tougher demand backdrop for IT services and growing uncertainty about how rapid progress in AI-led coding could affect client spending decisions. Analyst Commentary Recent research on Grid Dynamics Holdings centers on how AI-led coding and a softer demand backdrop for IT services could affect the company’s growth profile, execution risk, and valuation support at the current US$8 price target.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$3m |
| Mar 31 2026 | n/a | n/a | US$5m |
| Dec 31 2025 | US$2m | US$800k | US$10m |
| Sep 30 2025 | n/a | n/a | US$14m |
| Jun 30 2025 | n/a | n/a | US$17m |
| Mar 31 2025 | n/a | n/a | US$11m |
| Dec 31 2024 | US$26m | US$800k | US$4m |
| Sep 30 2024 | n/a | n/a | US$2m |
| Jun 30 2024 | n/a | n/a | -US$1m |
| Mar 31 2024 | n/a | n/a | US$2m |
| Dec 31 2023 | US$6m | US$800k | -US$2m |
| Sep 30 2023 | n/a | n/a | -US$11m |
| Jun 30 2023 | n/a | n/a | -US$19m |
| Mar 31 2023 | n/a | n/a | -US$35m |
| Dec 31 2022 | US$25m | US$733k | -US$29m |
| Sep 30 2022 | n/a | n/a | -US$26m |
| Jun 30 2022 | n/a | n/a | -US$20m |
| Mar 31 2022 | n/a | n/a | -US$8m |
| Dec 31 2021 | US$7m | US$600k | -US$8m |
| Sep 30 2021 | n/a | n/a | -US$9m |
| Jun 30 2021 | n/a | n/a | -US$9m |
| Mar 31 2021 | n/a | n/a | -US$10m |
| Dec 31 2020 | US$17m | US$555k | -US$13m |
| Sep 30 2020 | n/a | n/a | -US$6m |
| Jun 30 2020 | n/a | n/a | -US$505k |
| Mar 31 2020 | n/a | n/a | US$5m |
| Dec 31 2019 | US$2m | US$517k | US$10m |
報酬と市場: Leonardの 総報酬 ($USD 1.59M ) は、 US市場 ($USD 3.52M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Leonardの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Leonard Livschitz (59 yo)
12.7yrs
在職期間
US$1,590,549
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 12.7yrs | US$1.59m | 3.53% $ 22.9m | |
| CFO & Secretary | 6.8yrs | US$523.53k | 0.42% $ 2.7m | |
| COO & Head of Europe | 5.7yrs | US$2.49m | 0.54% $ 3.5m | |
| Chief Technology Officer | 1.4yrs | データなし | データなし | |
| Director of Branding & Communications | no data | データなし | データなし | |
| Senior VP & Global Head of Partnerships and Marketing | 1.7yrs | データなし | データなし | |
| Vice President of Human Resources | 2.7yrs | データなし | データなし | |
| Chief Technology Officer of Americas | 1.7yrs | データなし | データなし | |
| Managing Partner of APAC | 1.4yrs | データなし | データなし | |
| Chief Revenue Officer & Head of Americas | less than a year | データなし | データなし | |
| VP & Head of AI | less than a year | データなし | データなし |
1.7yrs
平均在職期間
50.5yo
平均年齢
経験豊富な経営陣: GDYNの経営陣は 経験豊富 とはみなされません ( 1.7年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 20.7yrs | US$1.59m | 3.53% $ 22.9m | |
| Independent Director | 20.7yrs | US$334.99k | 0.38% $ 2.5m | |
| Independent Chairman | 8.3yrs | US$344.99k | 1.23% $ 8.0m | |
| Independent Director | 6.7yrs | US$234.99k | 0.047% $ 302.8k | |
| Independent Director | 4.6yrs | US$154.99k | 0.026% $ 170.9k | |
| Independent Director | 6.7yrs | US$215.00k | 0.043% $ 279.2k | |
| Non-Employee Director | 9.7yrs | US$154.99k | 0.044% $ 285.0k | |
| Non-Employee Director | 9.7yrs | US$154.99k | 0.044% $ 285.0k | |
| Independent Director | 9.5yrs | US$215.00k | 0.11% $ 721.1k |
9.5yrs
平均在職期間
61yo
平均年齢
経験豊富なボード: GDYNの 取締役会 は 経験豊富 であると考えられます ( 9.5年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/13 14:51 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Grid Dynamics Holdings, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Joseph Vafi | Canaccord Genuity |
| Ryan Potter | Citigroup Inc |
| Surinder Thind | Jefferies LLC |