E2open Parent Holdings (ETWO)

• Market cap: $813M
• 1 day: -3.31%
• 5 days: -10.85%
• 1 month: -12.62%
• 3 months: -40.90%
• 6 months: -39.40%
• Year to date: -39.82%
• 1 year: -37.97%
• 5 years: -73.43%
• 10 years: -73.43%
• Sector: Information Technology
• Industry: Computer Processing & Data Preparation

About: E2open Parent Holdings Inc is an end-to-end and cloud-based supply chain management SaaS platform. The company's software combines networks, data, and applications to provide a deeply embedded, mission-critical platform that allows customers to optimize the supply chain across channel shaping, business planning, logistics, trade, manufacturing, and supply management. The Group has one reportable segment consisting of cloud-based, end-to-end SCM software. Geographically, the company operates in the Americas, Europe, and Asia Pacific, out of which the majority is from the Americas.

Employees: 3,916

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

8% more funds holding

Funds holding: 129 [Q2] → 139 (+10) [Q3]

7.62% less ownership

Funds ownership: 117.89% [Q2] → 110.27% (-7.62%) [Q3]

8% less capital invested

Capital invested by funds: $1.62B [Q2] → $1.5B (-$125M) [Q3]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $2.90 10% upside
• Avg. target: $2.90 10% upside
• High target: $2.90 10% upside

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

Goldman Sachs Adam Hotchkiss 83% 1-year accuracy 15 / 18 met price target

10% upside $2.90

Sell Downgraded

11 Dec 2024