Will Endava (DAVA) be Able to Bounce Back?

5 days ago 4

Soumya Eswaran

Wed, January 7, 2026 astatine 7:27 AM CST 3 min read

Night Watch Investment Management, an concern absorption firm, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Despite experiencing precocious volatility successful idiosyncratic stocks during Q4, the money finished the 4th astir flat. Overall, the steadfast is pleased with however 2025 unfolded. Like 2024, the results were broad-based and did not trust connected immoderate azygous security. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Night Watch Investment Management highlighted stocks specified arsenic Endava plc (NYSE:DAVA). Endava plc (NYSE:DAVA) is simply a exertion services supplier for clients successful the user products, healthcare, mobility, and retail verticals. On January 6, 2026, Endava plc (NYSE:DAVA) banal closed astatine $6.67 per share. One-month instrumentality of Endava plc (NYSE:DAVA) was -0.30%, and its shares mislaid 78.65% of their worth implicit the past 52 weeks. Endava plc (NYSE:DAVA) has a marketplace capitalization of $362.365 million.

Night Watch Investment Management stated the pursuing regarding Endava plc (NYSE:DAVA) successful its 4th fourth 2025 capitalist letter:

"Endava plc (NYSE:DAVA) is an IT services provider, which the marketplace perceives arsenic an AI loser. Since this manufacture bills by the hour, the magnitude of billable enactment goes down if programming becomes much efficient. The alternate presumption is that this little outgo enables antithetic kinds of IT projects for DAVA’s customers and the little terms per task volition beryllium compensated for by higher volumes.

Is Endava plc (DAVA) the Undervalued Quantum Computing Stock to Buy Now?

Endava plc (NYSE:DAVA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 14 hedge money portfolios held Endava plc (NYSE:DAVA) astatine the extremity of the 3rd quarter, up from 11 successful the erstwhile quarter. While we admit the imaginable of Endava plc (NYSE:DAVA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.