ENDAVA LTD. SP.ADR/1

Endava posted FQ3 revenue of £178.5m, down 8.4% year‑over‑year, and took a £364.6m goodwill impairment plus a deferred tax asset charge, resulting in a diluted loss per share of £7.55. Management highlighted a strategic pivot to AI‑native delivery, with AI‑driven business rising from 5% to 15% of revenue and new partnerships including Mastercard and Tyl by NatWest. For FQ4 the company guides revenue of £181–185m and adjusted diluted EPS of £0.09–0.13, while executives expect AI initiatives and deeper client engagements to drive future recovery. » Mais em finance.yahoo.com

Argosy Investors disclosed in its Q1 2026 letter that it sold its position in Endava, citing significant AI-driven disruptions to the business and limited visibility on Endava’s prospects over the next 2–3 years. The firm said it needs more time to reassess the holding amid the AI capex boom and supply-demand uncertainty. Endava shares have plunged about 83% over the past year and closed at $2.79 on June 5, 2026. » Mais em finance.yahoo.com

Endava reported adjusted Q3 EPS of £0.05 versus an expected £0.21 and revenue of £178.5m (expectation £183.68m). A non-cash goodwill impairment of £364.6m led to a loss before tax of £372m and weighed on profitability; adjusted PBT fell to £3.2m. The share price fell premarket by around 20% to £3.2, near the 52-week low; Endava simultaneously highlights strong growth in its AI business, which now accounts for 15% of revenue, and gives Q4 EPS guidance of £0.41 and a full-year forecast of £1.1. » Mais em de.investing.com