Dec. 1 at 5:18 AM
$GDYN â 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 â 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 âfreezeâ 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 3â4% sequential growth â something this sector has done before â can change the entire narrative. Historically that has led to huge re-ratings.
