DAVA Stock Recent News

I maintain my buy rating on DAVA, as the market overreacted to conservative FY26 guidance and is undervaluing the long-term growth potential. DAVA's record order book, strong client wins, and shift to an AI-native delivery model set the stage for a significant growth inflection. Strategic moves to higher-value, outcome-based contracts and pruning low-margin clients should drive revenue per headcount and margin expansion.

While Endava (DAVA -30.81%) stock ripped 14.7% higher in August, shares of the tech consultant are off to an auspicious start for September. The company's disappointing fourth-quarter 2025 financial results have investors racing to click the sell button this week.

Endava plc (NYSE:DAVA ) Q4 2025 Earnings Call September 4, 2025 8:00 AM EDT Company Participants Laurence Madsen John Cotterell - Founder, CEO & Director Mark Thurston - CFO & Director Conference Call Participants Bryan Bergin - TD Cowen, Research Division Yu Lee - Guggenheim Securities, LLC, Research Division Antonio Jaramillo - Morgan Stanley, Research Division Christopher Svensson - Deutsche Bank AG, Research Division Spencer Anson - Susquehanna Financial Group, LLLP, Research Division Margaret Nolan - William Blair & Company L.L.C., Research Division Puneet Jain - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and welcome to Endava's Fourth Quarter and Fiscal Year 2025 Conference Call.

Endava (DAVA -31.22%) beat quarterly earnings expectations, but the underlying numbers from the British tech consultancy provided little reason for investors to get excited.

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.

LONDON--(BUSINESS WIRE)--Endava plc (NYSE: DAVA), the technology-driven business transformation group whose AI-native approach combines cutting edge technology with deep industry expertise, today announced it will release results for the fourth quarter and fiscal year ended June 30, 2025, on Thursday September 4, 2025 before the opening of regular U.S. market hours. Following the release, John Cotterell, Endava's CEO and Mark Thurston, Endava's CFO, will discuss the results in a conference call.

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.

LONDON--(BUSINESS WIRE)--Endava plc (NYSE: DAVA), a leading next-generation technology services provider, today announces changes to its executive team. John Cotterell, CEO, has assumed additional operational responsibilities for the sales and go-to-market strategy, reflecting a strategic move towards a more centralised leadership model. This follows the retirement of Julian Bull, Endava's Chief Operating Officer. As part of this broader leadership evolution, Alastair Lukies CBE has joined Enda.

LONDON--(BUSINESS WIRE)--Endava (NYSE: DAVA), a leading business transformation group whose AI-native approach combines cutting edge technology with deep industry expertise, today announces the formation of its global advisory board. Following 18 months of embedding AI across its own operations and collaborating with strategic partners and clients to drive AI-powered business outcomes, Endava has formed a prestigious group of advisors and ambassadors to help Endava in aiding the world's leading.

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.