Serviceware

Dr. Alexander Becker, other executive at Serviceware, added 1,850 shares to his portfolio on Feb. 6, 2026 at €15.90 each; the transaction was published on Feb. 9, 2026. At publication the stock fell in FSE trading by 11.10 percent to €13.65; previously it had traded at €16.40. Market cap is given as €165.38 million and the free float is 10,500,000 shares. » Plus sur finanzen.net

Serviceware places its AI-native platform at the center and has revised its revenue forecast for 2024/25 of €103.3 million upward by 10–15%. Management now expects a "significant improvement" in EBITDA and EBIT despite accounting adjustments and write-downs on capitalized internal development costs. For 2025/26, with continued double-digit revenue growth, a disproportionately strong increase in profitability is possible: the EBIT margin could exceed 5% in 2026 and rise to around 10% in the long term. Management sees scale effects, cross-selling and its market position as drivers that should further attract investor interest. » Plus sur deraktionaer.de

Serviceware is growing by shifting to a SaaS business model (SaaS share ~75%) and has seen its stock triple since 2023. Contractual liabilities rose to 102 million euros, and internationalization (USA, France) along with an AI-driven platform strategy are driving new projects and customer acquisition. Margins are improving through economies of scale but remain moderate for now due to high reinvestments and a changed depreciation practice. » Plus sur de.investing.com

Serviceware grew profitably in the first nine months of 2024/25: revenue rose 12.5% to €85.7m, EBITDA increased 29.6% to €3.6m, and EBIT turned positive to €0.7m. Order backlog grew 26.4% to €101.9m, reflecting the successful shift to a SaaS business model. Drivers are the integrated AI platform—especially the “AI Process Engine”—as well as internationalization and a focus on large customers; the annual forecast of +5–15% revenue growth was confirmed. With €31.6m in cash and a market cap of €182m, analysts expect margins to rise above 3% in 2025 and potentially up to 10% at around €150m revenue in the medium term. » Plus sur deraktionaer.de