Endava: Priced For Stagnation Or Obsolescence
Source: SeekingAlpha
2025-05-22 06:50:23 ET
Summary
- 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.
- I rate DAVA a Buy, as the current price reflects extreme pessimism, and any positive growth surprise could drive significant gains.
Introduction
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Endava: Priced For Stagnation Or Obsolescence
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