Endava

DAVA

Market cap $463M

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

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.

Endava DAVA reported mixed results for the fourth quarter on Thursday.

Endava plc (NYSE:DAVA ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 5, 2025 8:10 AM EDT Company Participants John Cotterell - Founder, CEO & Director Mark Thurston - CFO & Director Conference Call Participants Bryan Keane - Citi Presentation Bryan Keane Welcome to the Citi Tech Conference. I'm Bryan Keane.

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.

Here's our initial take on Endava's (DAVA -24.27%) financial report.