BR changes
Pick any two versions below to diff them.
- Price
- $165.45 → $178.82(+8.1%)
- Discount category
- Far below intrinsic value → Well below intrinsic value
- Next earnings is estimate
- Yes → No
- Checkpoints
- Aug 4, 2026: FY2026 results and FY2027 guidance. Passed. Watch: Recurring revenue growth near 8% and closed sales inside or above the cut $240 to $290 million range pass; lower growth or weaker bookings fail. Outcome: Recurring revenue grew 8% in constant currency, closed sales reached $305 million, and FY2027 guidance called for 6% to 8% recurring revenue growth. Nov 3, removed: 2026 (estimate): added: 2026: Q1 FY2027 results: recurring revenue and closed sales. Pending. Watch: Recurring revenue growth on track for the 6% to 8% range and kept guidance pass; growth below 6% or a guidance cut fails. Feb 2027 (estimate): Q2 FY2027 results: bookings and tokenization revenue. Pending. Watch: Closed sales on track for the $290 to $330 million range and first revenue from DLX or digital-asset custody pass; falling bookings fail. Aug 2027 (estimate): FY2027 results and FY2028 guidance. Pending. Watch: Recurring revenue growth of 6% to 8% and closed sales of $290 to $330 million pass; growth below 6% or proxy volume lost to AI or tokenized settlement fails.