Simulations Plus, Inc. remains a Hold as business improvement is insufficient to warrant a Buy, despite stabilization post-earnings. Q2 2026 revenue grew 8% YoY to $24.3M, with strong software renewals (91%) and expanding services backlog (+18% YoY). SLP trades at ~14x blended earnings, appearing cheap versus history but still expensive on GAAP metrics given slow revenue and cash flow growth.
Simulations Plus trades at decade lows as investors question growth and AI disruption risks. SLP's Q2 sales grew 8% to $24.3M, but the full-year revenue outlook is flat to up 4%, with earnings guidance down. Valuation has compressed to 2.5x sales and ~20x realistic earnings, supported by a $42M net cash position.
SLP beats fiscal Q2 earnings and posts solid revenue growth, but cuts full-year EPS view even as backlog rises and margins expand across software and services.
Simulations Plus, Inc. (SLP) Q2 2026 Earnings Call Transcript
Simulations Plus (SLP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.31 per share a year ago.
Simulations Plus, Inc. (SLP) Analyst/Investor Day Transcript
Simulations Plus Q1 fiscal 2026 EPS miss as software revenue fall 17%, but services momentum and strong bookings support confidence for the rest of fiscal 2026.
Simulations Plus, Inc. (SLP) Q1 2026 Earnings Call Transcript
Simulations Plus (SLP) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Simulations Plus is a specialized in silico software-and-services platform. They help with model-informed, non-animal drug development. SLP's services help across discovery, development, and clinical operations. Software remains their main economic driver with higher margins. Services are growing faster and gradually increasing their share of total revenues but have lower margins.
SLP posts softer fiscal Q4 2025 results but meets full-year goals as cloud, AI and integrated workflows shape its next growth phase.
Simulations Plus, Inc. (SLP) Q4 2025 Earnings Call Transcript