Carasent (Q1 initial take): Strong ARR, but profitability below expectations on higher costs and softer consulting - Redeye

Redeye comments on Carasent’s Q1 2026 report, which showed solid ARR growth marginally above our forecast but net sales and earnings below expectations, driven by a weak consulting quarter and higher-than-expected OPEX. We maintain our positive view of Carasent, where organic ARR growth is the most important metric, although we are likely to cut EBITDA-CAPEX somewhat.

Länk till analysen i sin helhet: https://www.redeye.se/research/1159462/carasent-q1-initial-take-strong-arr-but-profitability-below-expectations-on-higher-costs-and-softer-consulting?utm_source=finwire&utm_medium=RSS