E2open Parent HoldingsETWO
ETWO
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
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3,475% more call options, than puts
Call options by funds: $715K | Put options by funds: $20K
18% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
3.38% less ownership
Funds ownership: 110.9% [Q3] → 107.53% (-3.38%) [Q4]
4% less funds holding
Funds holding: 139 [Q3] → 134 (-5) [Q4]
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
41% less capital invested
Capital invested by funds: $1.51B [Q3] → $884M (-$622M) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$2.90
24%
upside
Avg. target
$2.97
27%
upside
High target
$3
28%
upside
3 analyst ratings
0 positive
0%
2 neutral
67%
1 negative
33%
Morgan Stanley Chris Quintero 25% 1-year accuracy 1 / 4 met price target | 28%upside $3 | Equal-Weight Maintained | 13 Jan 2025 |
Loop Capital Mark Schappel 76% 1-year accuracy 26 / 34 met price target | 28%upside $3 | Hold Maintained | 23 Dec 2024 |
Goldman Sachs Adam Hotchkiss 59% 1-year accuracy 10 / 17 met price target | 24%upside $2.90 | Sell Downgraded | 11 Dec 2024 |
Financial journalist opinion
Based on 3 articles about ETWO published over the past 30 days
Neutral
Business Wire
1 day ago
Batory Foods Improves Demand Distribution, Enhances Service Quality Across Supply Chain Network with e2open Logistics Visibility and Transportation Management
DALLAS--(BUSINESS WIRE)-- #connectedsupplychain--National food and ingredients distributor deploys modern real-time visibility solution for efficient product delivery, precise updates for customers.
Neutral
Business Wire
3 weeks ago
E2open Ocean Shipping Index Shows Geopolitical Tensions, Labor Shortages and Port Congestion Driving Significant Increases in Global Transit Times
DALLAS--(BUSINESS WIRE)-- #connectedsupplychain--Latest report highlights the ripple effects of ongoing turmoil at key ports as the primary cause of extended transit times and booking delays.
Neutral
Business Wire
4 weeks ago
E2open Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Direct Spend
DALLAS--(BUSINESS WIRE)-- #connectedsupplychain--E2open's integrated platform and multi-tier network drive efficiency, profitability, and resiliency for direct-spend supply chain leaders worldwide.
Neutral
Business Wire
1 month ago
E2open Names Susan Bennett as Chief Legal Officer and Secretary
DALLAS--(BUSINESS WIRE)-- #connectedsupplychain--E2open Parent Holdings, Inc. (NYSE: ETWO), the connected supply chain SaaS platform with the largest multi-enterprise network, announces the appointment of Susan E. Bennett as e2open's chief legal officer (CLO) and secretary, after serving as interim EVP, general counsel and secretary for the company since May 2024. “I'm delighted to announce Susan's appointment as e2open's chief legal officer and secretary, as both a valued member of our executive leadership team and a.
Negative
Seeking Alpha
1 month ago
Ratings Downgrade For E2open: Earnings Miss And Growth Concerns Persist
Ratings Downgrade For E2open: Earnings Miss And Growth Concerns Persist
Positive
Seeking Alpha
1 month ago
E2open Parent Holdings: Positive On Retention Gains And Mid-Market Opportunities
I recommend a buy rating for E2open Parent Holdings due to signs of stabilization in subscription revenue, improved retention rates, and growing cross-sell momentum. Despite a 4% y/y revenue decline and weak professional services, ETWO's subscription revenue grew sequentially, and management's conservative guidance reflects ongoing challenges. ETWO's focus on mid-market clients presents a significant long-term growth opportunity, diversifying its revenue base and capitalizing on increasing mid-market tech spending.
Neutral
Seeking Alpha
1 month ago
E2open Parent Holdings, Inc. (ETWO) Q3 2025 Earnings Call Transcript
E2open Parent Holdings, Inc. (NYSE:ETWO ) Q3 2025 Earnings Conference Call January 10, 2025 8:30 AM ET Company Participants Russell Johnson - SVP Treasurer & Head IR Andrew Appel - CEO Greg Randolph - Chief Commercial Officer Marje Armstrong - CFO Conference Call Participants Chris Quintero - Morgan Stanley Adam Hotchkiss - Goldman Sachs Mark Schappel - Loop Capital Operator Greetings. Welcome to the E2open Third Quarter Fiscal Year 2025 Earnings Call.
Negative
Zacks Investment Research
1 month ago
E2open Parent Holdings, Inc. (ETWO) Q3 Earnings Lag Estimates
E2open Parent Holdings, Inc. (ETWO) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.04 per share a year ago.
Neutral
Business Wire
1 month ago
E2open Announces Fiscal 2025 Third Quarter Financial Results
DALLAS--(BUSINESS WIRE)--E2open Parent Holdings, Inc. (NYSE: ETWO) (“e2open” or the “Company”), the connected supply chain SaaS platform with the largest multi-enterprise network, today announced financial results for its fiscal third quarter ended November 30, 2024. “During the third quarter, e2open made further progress in putting our company back on a growth path,” said Andrew Appel, e2open chief executive officer. “We significantly improved our retention performance, and we demonstrated the.
Neutral
Business Wire
1 month ago
E2open Named a Leader in Multiple IDC MarketScapes for Worldwide Supply Chain Planning
DALLAS--(BUSINESS WIRE)-- #connectedsupplychain--Field-proven AI and an integrated multi-enterprise commerce network come together for advanced supply chain planning and execution on one platform.
Charts implemented using Lightweight Charts™