Latest news with #VerintSystems
Yahoo
3 days ago
- Business
- Yahoo
Verint Systems Jumps 20% on Q1 AI-Driven Beat
Verint Systems (NASDAQ:VRNT) surges 20% premarket after reporting Q1 fiscal 2026 revenue of $208.1 million, down 6% year-over-year but topping consensus by $13.88 million, and non-GAAP diluted EPS of $0.29, which beat estimates by $0.06. Warning! GuruFocus has detected 3 Warning Sign with VRNT. Annual recurring revenue (ARR) growth accelerated to 6% YoY as customers increasingly adopt Verint's AI-powered customer experience suite, underscoring a shift from legacy offerings to cloud-based services. These results highlight sustained AI momentum even as broader software spending faces headwinds. CEO Dan Bodner said Verint's hybrid cloud model accelerates AI deployment, allowing enterprises to rapidly implement new automation and analytics capabilities across customer interactions. We kicked off the year strong, expect our AI momentum to continue and are targeting exiting the year with 8% ARR growth and double-digit free cash flow growth, Bodner said. CFO Grant Highlander added that the revenue upside primarily reflected the timing of two large, unbundled SaaS deals and affirmed that full-year guidance remains unchanged despite the deal timing lift. With peers like NICE (NICE) and Genesys (GENESYS) also investing heavily in AI, Verint's Q1 performance stands out for sustaining both growth and operating margin discipline. Investors should care because the earnings beat and accelerating ARR growth demonstrate Verint's ability to leverage AI to drive sustainable revenue, insulating it against broader macro pressures. As ARR climbs and cost control sharpens operating margins, Verint appears well-positioned to gain market share as enterprises modernize contact center and customer engagement operations in an increasingly digital-first landscape. This article first appeared on GuruFocus.
Yahoo
4 days ago
- Business
- Yahoo
Verint Systems (VRNT) Misses Q1 Earnings Estimates
Verint Systems (VRNT) came out with quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -3.33%. A quarter ago, it was expected that this maker of software for analyzing intercepted communications would post earnings of $1.27 per share when it actually produced earnings of $0.99, delivering a surprise of -22.05%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Verint , which belongs to the Zacks Computer - Software industry, posted revenues of $208.1 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 6.71%. This compares to year-ago revenues of $221.28 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Verint shares have lost about 35.1% since the beginning of the year versus the S&P 500's gain of 1.5%. While Verint has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Verint: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.68 on $230.2 million in revenues for the coming quarter and $2.92 on $958.59 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Software is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Progress Software (PRGS), another stock in the same industry, has yet to report results for the quarter ended May 2025. This business software maker is expected to post quarterly earnings of $1.30 per share in its upcoming report, which represents a year-over-year change of +19.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Progress Software's revenues are expected to be $237.84 million, up 35.9% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Verint Systems Inc. (VRNT) : Free Stock Analysis Report Progress Software Corporation (PRGS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
25-05-2025
- Business
- Yahoo
Jefferies Cut Verint Systems Inc. (VRNT)'s Price Target
Samad Samana, a Jefferies analyst, maintained a Hold rating on Verint Systems Inc. (NASDAQ:VRNT) shares and reduced the price objective from $32 to $19. A remotely located customer service desk acting as the frontline in the software industry. The firm revised the company's model to take into account its Q4 performance and its fiscal 2026 projections. Verint Systems Inc. (NASDAQ:VRNT)'s non-GAAP EPS of $0.99, which was below the consensus of $1.27, fell short of earnings forecasts. The unbundled SaaS revenue was lower than anticipated, affecting the revenue, which came in at $254 million. The stock has also dipped by 37.20% year-to-date. Nevertheless, the business surpassed its cash contribution, cash generation, and ARR projections. SaaS ACV from new deals grew 30% YoY to $32 million, while subscription ARR hit $712 million (up 5.2% YoY). Verint Systems Inc. (NASDAQ:VRNT) boosted its Subscription ARR projection to $768 million (an 8% YoY growth) for FYE 2026 and forecasts $960 million in revenue and cash generation. While we acknowledge the potential of VRNT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRNT and that has 100x upside potential, check out our report about this READ NEXT: and .
Business Insider
20-05-2025
- Business
- Business Insider
Analysts Offer Insights on Technology Companies: Verint Systems (VRNT), Xero Limited (OtherXROLF) and 8X8 (EGHT)
There's a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Verint Systems (VRNT – Research Report), Xero Limited (XROLF – Research Report) and 8X8 (EGHT – Research Report) with bullish sentiments. Confident Investing Starts Here: Verint Systems (VRNT) In a report issued on May 18, Dan Bergstrom from RBC Capital maintained a Buy rating on Verint Systems, with a price target of $29.00. The company's shares closed last Monday at $17.93, close to its 52-week low of $17.64. According to Bergstrom is a 4-star analyst with an average return of 12.0% and a 60.0% success rate. Bergstrom covers the Technology sector, focusing on stocks such as CSG Systems International, CommVault Systems, and Fortinet. Currently, the analyst consensus on Verint Systems is a Strong Buy with an average price target of $29.00. Xero Limited (XROLF) RBC Capital analyst Garry Sherriff maintained a Buy rating on Xero Limited on May 15 and set a price target of A$210.00. The company's shares closed last Thursday at $111.75. Sherriff has an average return of 20.0% when recommending Xero Limited. According to Sherriff is ranked #1346 out of 9558 analysts. Xero Limited has an analyst consensus of Strong Buy, with a price target consensus of $128.40, implying a 14.9% upside from current levels. In a report issued on May 15, Morgans also upgraded the stock to Buy with a A$215.00 price target. 8X8 (EGHT) Bank of America Securities analyst Michael Funk reiterated a Buy rating on 8X8 yesterday and set a price target of $3.00. The company's shares closed last Monday at $1.80, close to its 52-week low of $1.51. According to Funk is currently ranked with 0 stars on a 0-5 stars ranking scale, with an average return of -8.0% and a 42.9% success rate. Funk covers the Technology sector, focusing on stocks such as CCC Intelligent Solutions Holdings, Zoom Video Communications, and Weave Communications. The word on The Street in general, suggests a Hold analyst consensus rating for 8X8 with a $2.22 average price target, which is a 26.1% upside from current levels. In a report issued on May 14, Financial also maintained a Buy rating on the stock with a $3.00 price target.
Yahoo
20-02-2025
- Business
- Yahoo
Verint Systems (NASDAQ:VRNT) shareholders have endured a 6.9% loss from investing in the stock five years ago
While not a mind-blowing move, it is good to see that the Verint Systems Inc. (NASDAQ:VRNT) share price has gained 11% in the last three months. But if you look at the last five years the returns have not been good. You would have done a lot better buying an index fund, since the stock has dropped 53% in that half decade. It's worthwhile assessing if the company's economics have been moving in lockstep with these underwhelming shareholder returns, or if there is some disparity between the two. So let's do just that. See our latest analysis for Verint Systems To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. During five years of share price growth, Verint Systems moved from a loss to profitability. That would generally be considered a positive, so we are surprised to see the share price is down. Other metrics might give us a better handle on how its value is changing over time. Arguably, the revenue drop of 3.3% a year for half a decade suggests that the company can't grow in the long term. This has probably encouraged some shareholders to sell down the stock. The image below shows how earnings and revenue have tracked over time (if you click on the image you can see greater detail). It is of course excellent to see how Verint Systems has grown profits over the years, but the future is more important for shareholders. Take a more thorough look at Verint Systems' financial health with this free report on its balance sheet. We've already covered Verint Systems' share price action, but we should also mention its total shareholder return (TSR). Arguably the TSR is a more complete return calculation because it accounts for the value of dividends (as if they were reinvested), along with the hypothetical value of any discounted capital that have been offered to shareholders. We note that Verint Systems' TSR, at -6.9% is higher than its share price return of -53%. When you consider it hasn't been paying a dividend, this data suggests shareholders have benefitted from a spin-off, or had the opportunity to acquire attractively priced shares in a discounted capital raising. Investors in Verint Systems had a tough year, with a total loss of 13%, against a market gain of about 26%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Regrettably, last year's performance caps off a bad run, with the shareholders facing a total loss of 1.4% per year over five years. We realise that Baron Rothschild has said investors should "buy when there is blood on the streets", but we caution that investors should first be sure they are buying a high quality business. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Verint Systems you should know about. But note: Verint Systems may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
