Endava: Execution Needs To Improve Before This Is A Buy (Rating Downgrade)
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.
Endava plc (DAVA) Q3 2026 Earnings Call Transcript
Endava plc (DAVA) Q3 2026 Earnings Call Transcript
Endava PLC Sponsored ADR (DAVA) Misses Q3 Earnings and Revenue Estimates
Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.43 per share a year ago.
Endava plc (DAVA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Endava plc (DAVA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Endava plc (DAVA) Q2 2026 Earnings Call Transcript
Endava plc (DAVA) Q2 2026 Earnings Call Transcript
Endava PLC Sponsored ADR (DAVA) Matches Q2 Earnings Estimates
Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.38 per share a year ago.
Endava plc (DAVA) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
Endava plc ( DAVA ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 3:20 PM EST Company Participants Mark Thurston - CFO & Director Alastair Lukies - Chair of Global Advisory Board & Chief Engagement Officer Conference Call Participants Puneet Jain - JPMorgan Chase & Co, Research Division Presentation Puneet Jain JPMorgan Chase & Co, Research Division Good afternoon.
Why Endava Stock Plummeted This Week
Endava posted sales and earnings for Q1 of fiscal 2026 that fell short of its previous guidance. Endava lowered its sales forecast for the year.
Endava PLC Sponsored ADR (DAVA) Lags Q1 Earnings and Revenue Estimates
Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.2 per share, missing the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.33 per share a year ago.
Endava PLC Sponsored ADR (DAVA) Lags Q4 Earnings and Revenue Estimates
Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.28 per share a year ago.
Endava: Setting Up For A Recovery
Endava is a founder-led, high-quality IT services firm, trading at a discount due to macro concerns and AI commoditization fears. The market is mispricing Endava's strategic value, as it specializes in complex core modernization essential for AI adoption. Endava's partnerships with OpenAI and Google, healthy balance sheet, and buyback program position it for long-term outperformance.
Endava: Priced For Stagnation Or Obsolescence
DAVA stock is deeply discounted after AI and tariff-driven buyer strikes, leading to flat revenue but improved margins and strong cash flow. The market expects stagnation, but Endava's current valuation (6.2x P/CE, 0.5x PEG) offers a compelling risk-reward opportunity if growth resumes. Consensus and my target for FY26 imply 90%+ upside, as even modest growth could trigger a sharp stock recovery.
