Verint Systems: AI Tailwinds Remain Underappreciated
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Verint Systems' shares initially surged over 30% after Q3 results but have since lost most of the gains. Despite modest overall revenue growth, Bundled SaaS revenue is growing at nearly 20%. AI concerns and competition have led to a low valuation multiple of 8.7 times FCF.
January 07, 2025 | 11:00 am
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Verint Systems' shares initially rose over 30% after Q3 results but have since declined. Bundled SaaS revenue is growing at nearly 20%, but AI concerns and competition have led to a low valuation multiple.
The initial rise in Verint's stock price was due to positive Q3 results, particularly in Bundled SaaS revenue growth. However, concerns about AI and competition have led to a decline in stock price, reflected in a low valuation multiple. This suggests a neutral short-term impact as the market weighs growth against risks.
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