We project a 3% year over year revenue decline in 1Q:26, partially due to a large renewal the company had expected in 1Q:26 that was pulled forward into 4Q:25. We expect profitability to be muted by investments in growth initiatives.
We expect 2026 to focus on growth initiatives with investments in sales and marketing and research and development. We anticipate seeing tangible results toward the end of 2026 with an acceleration in growth in 2027.
27 Apr 2026
We Project A 3% Year Over Year Revenue Decline With Profitability Muted By Investments In Growth Initiatives; Solid Balance Sheet; Maintain $16 Price Target, Moderate Risk Rating
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We Project A 3% Year Over Year Revenue Decline With Profitability Muted By Investments In Growth Initiatives; Solid Balance Sheet; Maintain $16 Price Target, Moderate Risk Rating
We project a 3% year over year revenue decline in 1Q:26, partially due to a large renewal the company had expected in 1Q:26 that was pulled forward into 4Q:25. We expect profitability to be muted by investments in growth initiatives.
We expect 2026 to focus on growth initiatives with investments in sales and marketing and research and development. We anticipate seeing tangible results toward the end of 2026 with an acceleration in growth in 2027.