Dec. 1 at 5:18 AM
$GDYN — Why the setup looks asymmetric into 2026
The more I study this name, the clearer the pattern looks:
• 2025 weakness was mostly timing, not demand — several large enterprise ramps across the sector slipped from mid-year into late Q4/Q1.
• Bookings have already begun to reaccelerate, and you can see it in rising billable headcount and pipeline replenishment even after big deals close.
• The AI/tariff “freeze” that slowed decision-making all year is easing.
• Renewals at key accounts are coming in at or above prior levels.
• Vendor consolidation headwinds are cycling through.
• And for the first time in years, the entire IT-services group is at multi-decade valuation lows while management teams are buying back stock.
The simple math:
Two consecutive quarters of 3–4% sequential growth — something this sector has done before — can change the entire narrative. Historically that has led to huge re-ratings.
