Dec. 2 at 7:15 PM
@Suhair1977 right there with you! But I'm not worried, and here's why...👇
$DAVA — Stock is down ~60%+ from its highs and is now trading at deep-value levels for a profitable, cash-generating digital transformation company. This is classic late-cycle capitulation + early turnaround setup.
What the market is missing:
• Still solid balance sheet + positive FCF
• Enterprise demand hasn’t disappeared — it was delayed by macro
• Heavy exposure to AI, cloud, fintech, and digital modernization
• Sentiment is at multi-year lows → asymmetric upside from here
• Any guidance stabilization, large contract wins, or macro risk-on move creates instant multiple expansion
At these prices the downside looks increasingly limited, while a return to
$10 by EOY is very realistic on even a modest re-rating. If tech spending rebounds faster than expected, this could move much quicker than people think.
This is where smart money builds, not chases.
High risk, but exceptional risk/reward down here.
DYOR - NFA - 🚀
