Open Text Co.

Open Text reported Q4 fiscal 2026 revenue of $1.35 billion (+1% core portfolio, cloud core +9%) with adjusted EBITDA margin of 37.1%, and highlighted continued cloud momentum driven by its Aviator AI platform. New CEO Ayman Antoun announced a multi-month enterprise assessment and immediate actions including 300 new quota-carrying sales hires, deeper partner ecosystem investment, and a reallocation of R&D toward core, cloud and AI. Management reduced debt by $649 million in fiscal 2026 and set fiscal 2027 targets of core revenue growth of 2%–3% (core cloud 8%–10%), adjusted EBITDA margin of 32%–33%, investments of $100m–$200m, and free cash flow of $625m–$725m. » Mais em finance.yahoo.com

Open Text will report its quarterly results on August 6, 2026, for the quarter ended June 30, 2026. Nine analysts expect on average earnings per share of CAD 1.44, after CAD 0.150 in the same quarter last year. Eight analysts see quarterly revenue averaging CAD 1.82 billion (+0.48% versus CAD 1.81 billion). For the fiscal year ended, 11 analysts forecast EPS of CAD 5.85 and 10 analysts estimate total revenue at around CAD 7.20 billion (prior year CAD 7.21 billion). » Mais em finanzen.net

OpenText has completed the sale of data analytics platform Vertica to Rocket Software, a Bain Capital portfolio company, for $150 million in cash. The deal transfers the software, customer contracts, related services and employees to Rocket Software. OpenText said it will use the net proceeds to reduce outstanding liabilities, which most recently stood at $6.4 billion, and frames the divestment as a refocus on its core business. The stock has fallen 28% over the past six months; InvestingPro cites a P/E ratio of 12.11 and a gross profit margin of 76%. » Mais em de.investing.com

In the third fiscal quarter of 2026, OpenText reported non-GAAP earnings per share of $1.01 and revenue of $1.28 billion, both above consensus. Cloud revenue hit a record $493 million, ARR rose to $1.058 billion (82.5% of revenue) and enterprise cloud bookings grew sharply. Gross margin and adjusted EBITDA margin expanded significantly, while free cash flow fell 18.4%. Management expects 2026 revenue growth of 1–2%, cloud growth of 4–5% and further expansion of adjusted EBITDA margin; Ayman Antoun was appointed CEO. » Mais em de.investing.com

Barclays lowered its Open Text price target to $25 from $30 and maintained an Equal Weight rating, saying Q1 is unlikely to reverse negative software sentiment. The bank noted Q1 is typically the smallest quarter and the macro backdrop provided no tailwind. Barclays expects meaningful software fundamental improvements may not arrive until the second half of 2026. » Mais em finance.yahoo.com