Endava

DAVA

Market cap $333M

Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.

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.

Payments platform Paysafe has launched a partnership with business technology firm Endava. The collaboration is designed “to bring smarter payments and next-generation community engagement to market faster,” the companies said in a news release Monday (Nov. 17).

LONDON--(BUSINESS WIRE)--Endava launches Dava.Rise, a new programme designed to connect high-potential scale-ups with global enterprises seeking to accelerate innovation.

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 faces challenges from AI-driven cost deflation and commoditization, leading to revenue stagnation and margin compression. DAVA is pivoting with agentic AI solutions like DavaFlow, but the market remains skeptical about a growth rebound in the near term. Valuation is deeply discounted, with a US$10 YE26 price target and potential for M&A interest due to DAVA's commercial relationships.

Endava plc (NYSE:DAVA) posted mixed results for the first quarter on Tuesday.

The U.K. company didn't earn as many pounds as hoped. It missed on both the top and bottom lines in its opening quarter of fiscal 2026.

Endava plc ( DAVA ) Q1 2026 Earnings Call November 11, 2025 8:00 AM EST Company Participants Laurence Madsen John Cotterell - Founder, CEO & Director Mark Thurston - CFO & Director Conference Call Participants Bryan Bergin - TD Cowen, Research Division Margaret Nolan - William Blair & Company L.L.C., Research Division Christopher Svensson - Deutsche Bank AG, Research Division Antonio Jaramillo - Morgan Stanley, Research Division Yu Lee - Guggenheim Securities, LLC, Research Division Phani Kumar Kanumuri - HSBC Global Investment Research Puneet Jain - JPMorgan Chase & Co, Research Division Presentation Operator Good day and welcome to the Endava's First Quarter Fiscal Year 2026 Conference Call.

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.