Redeye strengthens its positive view of CombinedX after acquiring the IFS partner Align.
Redeye strengthens its positive view of CombinedX following a solid Q1, considering the soft market, showing solid profitability yet somewha...
Redeye comments on Combinedx’s Q1 report, showing solid profitability yet somewhat lower sales than expected.
Redeye strengthens its positive view of CombinedX following a solid Q4 considering the soft market.
Redeye comments on a solid Q4 report in a soft market, showing that CombinedX is back among the quality IT Consulting firms.
Top Picks makes two transactions in the portfolio, including a 5% stake in a new company.
Redeye sustains its positive view of CombinedX despite a weak Q3 report, leading to cuts in our 2024 and 2025 forecasts.
Redeye sees a weak Q3 negatively impacted by a soft market and postponed projects.
Redeye takes a positive stance towards the partial divestment of Aspire.
Redeye sustains its positive view of CombinedX despite a weak Q2 report, with margins substantially below our expectations.
Redeye sees a soft quarter from CombinedX, with slightly lower sales and substantially lower margins than expected.
Redeye sustains its positive view of CombinedX following a solid Q1 report.
Redeye retains its positive view following a Q1 report matching our expectations.
Redeye takes a positive view of CombinedX’s most recent acquisition Why.
Redeye reinforces its positive view on CombinedX following the acquisition of M3CS.
Redeye reinforces its positive view of CombinedX. The robust Q4 – with improving margins and underlying sales growth – completes a strong 20...
Redeye reinforces its positive view of CombinedX following a strong Q4 report, with profitability beating our expectations.
Redeye retains its positive view of CombinedX following the Q3 report.
Redeye sees a Q3 report from CombinedX with solid underlying data but higher external costs than expected, hurting EBIT.
Redeye reinforces its positive view of CombinedX following a strong Q2 report.
Redeye retains its positive view of CombinedX following a strong Q1 both in terms of growth and margins.
Redeye retains its positive view of CombinedX following a strong Q1 showing solid organic growth and healthy margins.
Redeye strengthens its positive view of CombinedX and raises its Base Case and forecasts following a solid Q4 report.
Redeye strengthens its positive view of CombinedX following a robust Q4 report with strong organic growth and solid margins.
Redeye takes a positive stance towards CombinedX's acquisition of the Microsoft-focused CRM specialist Absfront.
Redeye retains its positive view of CombinedX following a soft Q3 report, hurt by high employee turnover, despite lowering its Base Case som...
Redeye retains its positive view on CombinedX despite a soft Q3 report.
Redeye retains its optimistic view on CombinedX despite lowering its Base Case and forecasts slightly following a soft Q2 report.
Redeye sees a soft Q2 report from CombinedX hurt mainly by issues we believe will be temporary, such as above-average employee churn and tem...
Redeye initiates coverage of CombinedX, a decentralized group of specialized IT consulting firms.