Endava (DAVA) Aandelenoverzicht
Endava plc levert samen met haar dochterondernemingen technologische diensten in Noord-Amerika, Europa, het Verenigd Koninkrijk en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 0/6 |
DAVA Community Fair Values
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Analyst Price Targets
Endava plc Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$2.75 |
| 52 Week Hoogtepunt | US$17.09 |
| 52 Week Laag | US$2.74 |
| Bèta | 1.04 |
| 1 maand verandering | -30.20% |
| 3 maanden verandering | -43.99% |
| 1 Jaar Verandering | -83.36% |
| 3 jaar verandering | -94.51% |
| 5 jaar verandering | -97.55% |
| Verandering sinds IPO | -89.09% |
Recent nieuws en updates
Narratiefupdate • Jun 08
DAVA: AI Delivery And Payments Partnership Will Offset Execution Concerns
Narrative Update on Endava The analyst price target for Endava has moved from about $5.00 to about $3.50, as analysts factor in weaker fiscal Q3 results, reduced outlooks, and concerns about elongated deal cycles and revenue predictability. Analyst Commentary Recent Street research around Endava has turned more cautious as analysts react to fiscal Q3 results that came in below management's outlook, along with further reductions to forward guidance.Seeking Alpha • Jun 04
Endava: Execution Needs To Improve Before This Is A Buy (Rating Downgrade)
Summary Endava PLC is downgraded to hold as the anticipated H2 2026 recovery has not materialized and execution remains challenged. Q3 2026 revenue declined 8.4% y/y, with adjusted profit before tax margin dropping to 1.8% from 12.6%, reflecting weak pipeline conversion and profitability. AI-driven business is scaling rapidly, now 15% of revenue with higher margins, but not yet sufficient to offset legacy business weakness. DAVA trades at 3.8x NTM P/E, but market confidence in revenue conversion and margin recovery remains low, warranting a wait-and-see approach. Read the full article on Seeking Alpha
Narratiefupdate • May 25
DAVA: AI Partnerships And Delivery Improvements Will Support Future Turnaround Execution
Narrative Update on Endava Analysts have cut Endava's fair value estimate from about $8.56 to $6.51, reflecting lower price targets in the $4 to $5 range after repeated earnings misses, outlook cuts, mounting demand pressures, and ongoing questions around revenue predictability and delivery execution. Analyst Commentary Recent Street research on Endava has turned more cautious, with multiple firms cutting price targets and at least one high profile downgrade.Recent updates
Narratiefupdate • Jun 08
DAVA: AI Delivery And Payments Partnership Will Offset Execution Concerns
Narrative Update on Endava The analyst price target for Endava has moved from about $5.00 to about $3.50, as analysts factor in weaker fiscal Q3 results, reduced outlooks, and concerns about elongated deal cycles and revenue predictability. Analyst Commentary Recent Street research around Endava has turned more cautious as analysts react to fiscal Q3 results that came in below management's outlook, along with further reductions to forward guidance.Seeking Alpha • Jun 04
Endava: Execution Needs To Improve Before This Is A Buy (Rating Downgrade)
Summary Endava PLC is downgraded to hold as the anticipated H2 2026 recovery has not materialized and execution remains challenged. Q3 2026 revenue declined 8.4% y/y, with adjusted profit before tax margin dropping to 1.8% from 12.6%, reflecting weak pipeline conversion and profitability. AI-driven business is scaling rapidly, now 15% of revenue with higher margins, but not yet sufficient to offset legacy business weakness. DAVA trades at 3.8x NTM P/E, but market confidence in revenue conversion and margin recovery remains low, warranting a wait-and-see approach. Read the full article on Seeking AlphaNarratiefupdate • May 25
DAVA: AI Partnerships And Delivery Improvements Will Support Future Turnaround Execution
Narrative Update on Endava Analysts have cut Endava's fair value estimate from about $8.56 to $6.51, reflecting lower price targets in the $4 to $5 range after repeated earnings misses, outlook cuts, mounting demand pressures, and ongoing questions around revenue predictability and delivery execution. Analyst Commentary Recent Street research on Endava has turned more cautious, with multiple firms cutting price targets and at least one high profile downgrade.Narratiefupdate • May 05
DAVA: AI Partnerships And Share Buybacks Will Support Future Turnaround Execution
Narrative Update on Endava Analysts have trimmed their price targets on Endava by up to $2, with recent cuts to $9 and $6.50 reflecting updated views on fair value and future P/E. They also point to 2Q26 results as broadly in line with plans and note a slightly higher full year 2026 constant currency outlook.Narratiefupdate • Apr 20
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.Narratiefupdate • Apr 06
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.
Narratiefupdate • Mar 23
DAVA: FY26 Outlook And AI Partnerships Will Support Future Re Rating Potential
Endava's fair value estimate has been adjusted lower by about $0.64 to $15.72 as analysts factor in reduced price targets, including cuts to $6.50 and $9, while acknowledging recent results that broadly tracked expectations and modest guidance updates. Analyst Commentary Recent research on Endava presents a mixed picture, but there are several elements that more optimistic voices highlight as constructive for the story, even as headline price targets have been reset lower.Narratiefupdate • Mar 08
DAVA: Future Execution On AI Partnerships And FY26 Guidance Will Drive Re Rating Potential
Analysts have adjusted their average price target on Endava to a range of $6.50 to $9, reflecting updated fair value estimates and higher discount rates, while acknowledging recent guidance changes and mixed quarterly outlooks driven by foreign exchange and investment spending. Analyst Commentary Recent Street research on Endava points to a more cautious but still constructive setup, with price targets reset into the US$6.50 to US$9 band and expectations aligned more tightly with current guidance.Narratiefupdate • Feb 22
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.Narratiefupdate • Feb 08
DAVA: Generative AI Partnerships Will Support Future Turnaround Despite Execution Concerns
Narrative Update on Endava Analysts have trimmed their price target on Endava to US$8 from US$10, citing missed growth guidance, softer performance tied to client credit issues and pipeline conversion, and a view that a recovery in growth now looks more challenging and could keep the shares under pressure in the near term. Analyst Commentary Recent research updates on Endava focus heavily on the reset in expectations after the company missed its previously stated growth guidance and issued another quarter of what analysts describe as disappointing guidance.Narratiefupdate • Jan 25
DAVA: Future Execution On Client Credit And Pipeline Conversion Will Drive Re Rating Potential
Analysts have trimmed their Endava price target to $8 from $10, citing missed growth guidance, softer performance tied to client credit issues, and weaker pipeline conversion. They expect these factors to weigh on near term recovery prospects.Analyseartikel • Jan 10
Is Endava (NYSE:DAVA) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narratiefupdate • Jan 10
DAVA: Future Execution On Client Credit And Pipeline Issues Will Reset Expectations
Analysts cut their price target on Endava by more than half to about US$17 from roughly US$37 after weaker growth guidance, ongoing client credit and pipeline conversion issues, and lower future P/E assumptions led them to reset expectations. Analyst Commentary Recent research has highlighted a tougher backdrop for Endava, with weaker growth guidance and softer client activity weighing on near term expectations.Narratiefupdate • Dec 25
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.Narratiefupdate • Dec 11
DAVA: Generative AI Partnerships Will Support Future Recovery Despite Guidance Reset
Analysts have reduced their price target on Endava, cutting it by approximately $3 to reflect missed growth guidance, persistent pressure on the outlook, and a more challenging setup for a near term recovery in client demand and pipeline conversion. Analyst Commentary Bullish Takeaways Bullish analysts see the reset in growth expectations and price targets as potentially de-risking the valuation, limiting downside if execution stabilizes from here.Analyseartikel • Dec 08
What You Can Learn From Endava plc's (NYSE:DAVA) P/E After Its 28% Share Price Crash
Endava plc ( NYSE:DAVA ) shareholders that were waiting for something to happen have been dealt a blow with a 28% share...Narratiefupdate • Nov 27
DAVA: Expanding Generative AI Partnerships Will Support A Stronger Long-Term Outlook
Endava's analyst price target has been reduced significantly. Recent adjustments reflect a new average valuation near $8 to $11, down from previous expectations.Narratiefupdate • Nov 12
DAVA: Investments In Gen AI And Partnerships Will Drive Long-Term Opportunity
Analysts have lowered their price target for Endava from $17 to $11, citing ongoing challenges for near-term growth and margin pressure. This comes despite optimism around the company's investments in Gen AI and partnerships.Analyseartikel • Nov 05
Is Endava plc (NYSE:DAVA) Potentially Undervalued?
Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it received a lot of attention from a substantial price...Narratiefupdate • Oct 29
Long-Term AI Investment Will Drive Revenue Diversification Despite Transitional Year
Narrative Update on Endava Analysts have reduced their price target for Endava from $17 to $11. They cite a cautious FY26 growth outlook and anticipated near-term margin pressures, despite optimism for long-term benefits from Gen AI investments.Narratiefupdate • Oct 15
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Analysts have reduced their price target for Endava from $17 to $11. They cite increased near-term margin pressures and a more cautious growth outlook, despite ongoing investments in Gen AI and partnerships.Narratiefupdate • Sep 06
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Endava’s price target has been cut from $23.49 to $18.93 due to delayed client IT spending amid macroeconomic and sector headwinds, compounded by near-term growth and margin pressures that outweigh long-term strategic positives. Analyst Commentary Elevated macroeconomic uncertainty and trade concerns are resulting in delayed client IT investments and a cautious demand environment.Narratiefupdate • Aug 19
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Despite ongoing sector headwinds and cautious client spending, analysts believe consensus estimates are now de-risked—implying limited downside and possible upside if demand stabilizes—leading to a raised fair value price target for Endava from $22.91 to $24.16. Analyst Commentary Persistent industry underperformance relative to the S&P 500 linked to heightened investor expectations and subsequent disappointment post-year-end rally.Analyseartikel • Aug 13
Does Endava (NYSE:DAVA) Have A Healthy Balance Sheet?
NYSE:DAVA 1 Year Share Price vs Fair Value Explore Endava's Fair Values from the Community and select yours Howard...Analyseartikel • Jul 26
Endava plc's (NYSE:DAVA) Intrinsic Value Is Potentially 91% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Endava fair value estimate is US$28.54 Endava's US$14.95 share...Analyseartikel • Jun 18
Why Investors Shouldn't Be Surprised By Endava plc's (NYSE:DAVA) P/E
Endava plc's ( NYSE:DAVA ) price-to-earnings (or "P/E") ratio of 36.3x might make it look like a strong sell right now...Analyseartikel • Jun 02
Why Endava plc (NYSE:DAVA) Could Be Worth Watching
Endava plc ( NYSE:DAVA ), is not the largest company out there, but it received a lot of attention from a substantial...Analyseartikel • May 18
Results: Endava plc Beat Earnings Expectations And Analysts Now Have New Forecasts
There's been a major selloff in Endava plc ( NYSE:DAVA ) shares in the week since it released its third-quarter report...Analyseartikel • Apr 16
Endava (NYSE:DAVA) Has A Pretty Healthy Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Mar 29
Endava plc (NYSE:DAVA) Shares Could Be 28% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Endava is US$27.67 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Mar 28
Endava: Mispriced Today, Repositioned For Tomorrow
Summary Endava Plc is transforming from a mid-tier services firm to an AI-native enterprise enabler, presenting a significant investment opportunity. Despite a tough FY24, Endava's pivot to higher-value work and expansion in North America signal a strong growth trajectory. The stock is undervalued, trading at a significant discount compared to peers, with potential for a 30-50% rise in the next 12 months. Key risks include client concentration, cash flow pressure, wage inflation, and integration of recent acquisitions, but the upside potential outweighs these concerns. Read the full article on Seeking AlphaAnalyseartikel • Mar 11
Investors Don't See Light At End Of Endava plc's (NYSE:DAVA) Tunnel And Push Stock Down 35%
Endava plc ( NYSE:DAVA ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...Seeking Alpha • Jan 09
Endava PLC: Long-Term Growth Potential Is The Key Focus
Summary I reiterate my buy rating for Endava PLC stock due to its strong long-term growth potential, despite near-term macroeconomic challenges. DAVA's strategic initiatives in core modernization and Gen-AI adoption, supported by proprietary tools Morpheus and Compass, position it well for future growth. Near-term growth may be weak, but I expect DAVA to achieve 20% growth over the next two years as AI investments ramp up. Risks include project delays, talent retention challenges, and rising wage inflation, but the potential upside for DAVA remains significant. Read the full article on Seeking AlphaAnalyseartikel • Jan 07
Is Endava (NYSE:DAVA) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Nov 27
Endava (NYSE:DAVA) Will Be Hoping To Turn Its Returns On Capital Around
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Nieuw narratief • Nov 21
AI-Driven Innovation And Critical Partnerships Propel Company Towards Digital Transformation Success
Strategic focus on AI and core modernization could increase revenue from complex transformation programs and improve operational efficiencies.Analyseartikel • Nov 11
Is Now The Time To Look At Buying Endava plc (NYSE:DAVA)?
Endava plc ( NYSE:DAVA ), might not be a large cap stock, but it saw a decent share price growth of 12% on the NYSE...Analyseartikel • Oct 29
Is There An Opportunity With Endava plc's (NYSE:DAVA) 31% Undervaluation?
Key Insights Endava's estimated fair value is US$35.65 based on 2 Stage Free Cash Flow to Equity Endava's US$24.60...Seeking Alpha • Oct 28
Endava: Mr. Market May Again Assign DAVA A Hefty Multiple
Summary Endava plc, a London-based IT solutions company, has faced a 6.8% revenue decline in FY24 but remains free cash flow positive. The IT services industry is growing, driven by digital transformation, AI, and cloud computing, with Endava positioned as a key enabler. Despite short-term challenges, Endava's strong culture, low attrition, and founder-led management provide a competitive edge and potential for long-term growth. Endava's valuation suggests significant upside, with potential for a doubling of the share price if growth and margins improve as expected. Read the full article on Seeking AlphaSeeking Alpha • Oct 13
Endava: Management Is Also Responsible For Value Deterioration
Summary Endava faces a temporary slowdown and higher operating costs but offers high potential returns if demand rebounds, warranting a "Hold" recommendation. The company specializes in digital strategy and software engineering, with a significant client base in the financial sector, notably Mastercard. Management’s capital allocation and cost decisions have led to value destruction, with a significant decline in EPS and free cash flow. Despite challenges, conservative estimates and a CEO with significant ownership suggest potential, but management improvements are crucial for shareholder value. Read the full article on Seeking AlphaAnalyseartikel • Oct 13
Positive Sentiment Still Eludes Endava plc (NYSE:DAVA) Following 26% Share Price Slump
The Endava plc ( NYSE:DAVA ) share price has fared very poorly over the last month, falling by a substantial 26%. For...Analyseartikel • Sep 22
Endava plc Just Missed Earnings - But Analysts Have Updated Their Models
One of the biggest stories of last week was how Endava plc ( NYSE:DAVA ) shares plunged 20% in the week since its...Rendement voor aandeelhouders
| DAVA | US IT | US Markt | |
|---|---|---|---|
| 7D | -7.4% | -8.5% | -4.1% |
| 1Y | -83.4% | -8.6% | 20.6% |
Rendement versus industrie: DAVA presteerde slechter dan de US IT -sector, die het afgelopen jaar een rendement van -8.6 % opleverde.
Rendement versus markt: DAVA presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.6 % opleverde.
Prijsvolatiliteit
| DAVA volatility | |
|---|---|
| DAVA Average Weekly Movement | 8.5% |
| IT Industry Average Movement | 11.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: DAVA heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van DAVA is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2000 | 11,225 | John Cotterell | www.endava.com |
Endava plc levert, samen met haar dochterondernemingen, technologiediensten in Noord-Amerika, Europa, het Verenigd Koninkrijk en internationaal. Het bedrijf biedt digitale productversnellingsdiensten bestaande uit productstrategie, ervaringsontwerp, groeimarketing en analyse; advies- en digitale strategiediensten bestaande uit technologiestrategie, bedrijfsarchitectuur en datastrategie; en leveringsdiensten, waaronder agile transformatie, gedistribueerde agile levering, versnelde DevOps-levering en leveringsbeheer. Het bedrijf levert ook digitale engineeringdiensten, zoals architectuur, cloud application engineering, platform engineering, softwarebeveiliging en test engineering, evenals virtuele, augmented en extended reality; data- en AI-diensten, waaronder kunstmatige intelligentie, en data engineering en platforms; en moderne managed services, waaronder modern applicatiebeheer, managed cloud, service delivery, smart desk en managed security.
Endava plc Samenvatting
| DAVA fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$151.13m |
| Inkomsten(TTM) | -US$546.02m |
| Inkomsten(TTM) | US$972.93m |
0.1x
P/S-verhouding-0.3x
Koers/WinstverhoudingIs DAVA overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| DAVA resultatenrekening (TTM) | |
|---|---|
| Inkomsten | UK£727.60m |
| Kosten van inkomsten | UK£568.29m |
| Brutowinst | UK£159.31m |
| Overige uitgaven | UK£567.65m |
| Inkomsten | -UK£408.34m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -7.73 |
| Brutomarge | 21.90% |
| Nettowinstmarge | -56.12% |
| Schuld/Eigen Vermogen Verhouding | 113.4% |
Hoe presteerde DAVA op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/10 03:54 |
| Aandelenkoers aan het einde van de dag | 2026/06/10 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Endava plc wordt gevolgd door 14 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tyler DuPont | BofA Global Research |
| Christopher Svensson | Deutsche Bank |
| Yu Lee | Guggenheim Securities, LLC |