Overview
Germany database technology firm's 2025 revenue rose 5.6%, aligning with company guidance
EBITDA more than doubled to EUR 4.1 mln, reaching upper end of company guidance
Group net income rose significantly to EUR 3.1 mln
Outlook
Exasol expects mid-single-digit percentage ARR growth in 2026
Revenue expected to decline in mid-single-digit percentage range in 2026
Exasol forecasts 2026 EBITDA between EUR 3 mln and EUR 4 mln
Result Drivers
FOCUS INDUSTRIES - ARR in focus industries increased by 10.1% to EUR 26.7 mln, driven by strategic transformation
SALES REALIGNMENT - Realignment of sales structures along focus industries improved customer engagement
TECHNOLOGICAL ADVANCEMENTS - Progress in AI and cloud innovation, including Lakehouse Turbo solution and AI integration
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY ARR
EUR 39.10 mln
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy."
Wall Street's median 12-month price target for Exasol AG is €4.95, about 69.5% above its February 2 closing price of €2.92
The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nEQ8Xb3LXa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)