Grid Dynamics Holdings, Inc.

NasdaqCM:GDYN Stok Raporu

Piyasa değeri: US$528.5m

Grid Dynamics Holdings Yönetim

Yönetim kriter kontrolleri 3/4

Grid Dynamics Holdings CEO'su Leonard Livschitz, Jan2014 tarihinde atandı, in görev süresi 12.42 yıldır. in toplam yıllık tazminatı $ 1.59M olup, şirket hissesi ve opsiyonları dahil olmak üzere 50.3% maaş ve 49.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 3.39% ine doğrudan sahiptir ve bu hisseler $ 17.93M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.4 yıl ve 9.3 yıldır.

Anahtar bilgiler

Leonard Livschitz

İcra Kurulu Başkanı

US$1.6m

Toplam tazminat

CEO maaş yüzdesi50.30%
CEO görev süresi12.4yrs
CEO sahipliği3.4%
Yönetim ortalama görev süresi1.4yrs
Yönetim Kurulu ortalama görev süresi9.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Leonard Livschitz'un ücretlendirmesi Grid Dynamics Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Leonard 'nin toplam tazminatı ($USD 1.59M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 2.48M ).

Tazminat ve Kazançlar: Leonard 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Leonard Livschitz (59 yo)

12.4yrs
Görev süresi
US$1,590,549
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 Officer1.2yrsVeri yokVeri yok
Cary Savas
Director of Branding & Communicationsno dataVeri yokVeri yok
Rahul Bindlish
Senior VP & Global Head of Partnerships and Marketing1.4yrsVeri yokVeri yok
Maria Vainer
Vice President of Human Resources2.4yrsVeri yokVeri yok
Ilya Katsov
Chief Technology Officer of Americas1.4yrsVeri yokVeri yok
Rajeev Sharma
Managing Partner of APAC1.2yrsVeri yokVeri yok
Vasily Sizov
Chief Revenue Officer & Head of Americasless than a yearVeri yokVeri yok
1.4yrs
Ortalama Görev Süresi
50.5yo
Ortalama Yaş

Deneyimli Yönetim: GDYN 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.4 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: GDYN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/14 17:04
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Grid Dynamics Holdings, Inc. 10 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph VafiCanaccord Genuity
Ryan PotterCitigroup Inc
Surinder ThindJefferies LLC