Grid Dynamics Holdings

GDYN

Market cap $505M

Grid Dynamics reported Q4 2025 results, beating revenue and EPS estimates, but faces slowing growth and margin pressure. GenAI projects remain slow to scale from pilots to production, limiting near-term revenue acceleration despite industry tailwinds. Balance sheet strength is offset by weak earnings quality, high stock-based compensation, and deteriorating operating leverage.

SAN RAMON, Calif.--(BUSINESS WIRE)--Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) (“Grid Dynamics”), a premier AI transformation partner for the Fortune 1000, today announced that it will host a video conference call at 4:30 p.m. ET on Thursday, April 30, 2026 to discuss its first quarter 2026 financial results. A press release containing these results will be available on our website prior to the call. A webcast of the video conference call, as well as a replay available after the event, can be.

Estimates are slipping off the grid as the stock comes under pressure.

Five of the portfolio's 10 equity sectors made a positive impact on performance in 2025, with Industrials, IT, and Financials making the largest positive contributions, while Consumer Discretionary, Energy, and Consumer Staples had the biggest negative effect. Our top contributor at the holdings level was nLIGHT, whose shares have outperformed due to upward revisions to the outlook for its aerospace & defense customers. The Fund's top-detracting position was Lakeland Industries.

Grid Dynamics Holdings, Inc. (GDYN) Q4 2025 Earnings Call Transcript

Grid Dynamics (GDYN) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.12 per share a year ago.

SAN RAMON, Calif.--(BUSINESS WIRE)--Grid Dynamics Holdings, Inc. (NASDAQ: GDYN) (“Grid Dynamics” or the “Company”), a leader in enterprise-level artificial intelligence and digital transformation, today announced its results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter and Full Year 2025 Revenue Performance We are pleased to report record fourth-quarter 2025 revenues of $106.2 million, slightly above the midpoint of our guidance range of $105.0 to $107.0 million.

SAN RAMON, Calif.--(BUSINESS WIRE)--Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) (Grid Dynamics), a premier AI transformation partner for the Fortune 1000, today announced the launch of its NVIDIA Solution Center. This suite of ready-to-deploy AI applications helps retail and manufacturing enterprises move away from costly, recurring SaaS licenses and subscription fees toward high-performance, NVIDIA-powered solutions. Learn more by reading NVIDIA's recent announcement. The NVIDIA Solution Cente.

SAN RAMON, Calif.--(BUSINESS WIRE)--Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) (“Grid Dynamics”), a premier AI transformation partner for the Fortune 1000, today announced it has achieved Preferred Vendor status with one of the major hyperscale cloud providers. This milestone follows a strategic, exhaustive two-year vendor consolidation initiative by the hyperscaler that reduced its service provider ecosystem to a small group. This designation establishes the contractual framework for Grid Dyn.

SAN RAMON, Calif.--(BUSINESS WIRE)--Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) (“Grid Dynamics”), a leader in enterprise-level digital transformation services and solutions, today announced that it will host a video conference call at 4:30 p.m. ET on Thursday, March 5, 2026 to discuss its fourth quarter and full year 2025 financial results. A press release containing these results will be available on our website prior to the call. A webcast of the video conference call, as well as a replay av.