Modelon (Q4 Review): Operational leverage in place for the 2026 growth pivot - Redeye

Redeye updates its forecasts following Modelon’s Q4 2025 report, which highlighted a year of successful structural transformation. While ARR growth was impacted by significant headwinds in North America, particularly from US federal funding cuts, the company has established a sustainable cost base and is now shifting its full focus to growth. This operational leverage, combined with strategic expansion into the AI data center market, supports our long-term investment thesis.

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