Brief: Grid Dynamics Q2 Adjusted EPS USD 0.1 Vs. IBES Estimate USD 0.09

Grid Dynamics Holdings

31/07/2025 21:05

Overview

Grid Dynamics Holdings Q2 rev of $101.1 mln beats analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus

Adjusted EBITDA narrowly misses expectations

Outlook

Company expects Q3 2025 revenue of $103 mln to $105 mln

Company expects Q3 non-GAAP EBITDA of $12 mln to $13 mln

Grid Dynamics sees growth in AI and Data practice

Co expects FY 2025 revenues to be in the range of $415 mln to $435 mln

Result Drivers

FINANCE GROWTH - Finance vertical doubled revenues year-over-year, driven by fintech demand and 2024 acquisitions

AI IMPACT - AI and Data practice grew almost three times faster than overall organic business, contributing 23% of total organic revenue

VERTICAL PERFORMANCE - Retail remained largest vertical, while TMT increased 6.7% sequentially and 8.4% year-over-year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$101.10 mln
$100.60 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.1
$0.09 (5 Analysts)
Q2 EPS
$0.06
Q2 Adjusted Net Income
Beat
$8.30 mln
$7.87 mln (4 Analysts)
Q2 Adjusted EBITDA
Miss
$12.70 mln
$12.80 mln (5 Analysts)
Q2 Adjusted Gross Profit
$35.10 mln
Q2 Gross Profit
$34.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Grid Dynamics Holdings Inc is $18.00, about 46.1% above its July 30 closing price of $9.70

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 34 three months ago

Press Release: ID:nBwG09c8a

(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.)