E2open Surpasses Revenue Expectations in Q1, Eyes Acquisition

Saturday, Jul 12, 2025 9:32 am ET1min read

E2open (ETWO) reported Q1 revenue of $152.3mln, surpassing expectations of $148.9mln. CEO Andrew Appel emphasized the company's focus on client satisfaction, product delivery, and innovation. The acquisition by WiseTech Global is expected to enhance supply chain management services. Analysts forecast an average target price of $3.12 with a high estimate of $4.00 and a low estimate of $2.50. The estimated GF Value for ETWO in one year is $4.33, suggesting a 32.82% upside from the current price.

E2open (ETWO), a leading provider of connected supply chain SaaS platforms, reported its fiscal first quarter (Q1) 2026 financial results, with GAAP subscription revenue reaching $132.9 million, exceeding the high end of its guidance range [1]. The company's total GAAP revenue for the quarter stood at $152.6 million, marking a 1.0% increase from the year-ago period.

CEO Andrew Appel highlighted the company's focus on client satisfaction and innovation, noting that these efforts drove year-over-year subscription revenue growth for the first time since mid-FY24. The acquisition by WiseTech Global, announced in late May, is expected to further enhance e2open's supply chain management services [1].

Marje Armstrong, CFO of e2open, confirmed the company's full-year guidance and praised the team's dedication in achieving these results. The company's adjusted EBITDA for Q1 2026 was $52.2 million, an increase of 3.0% from the comparable period last year [1].

Analysts have forecasted an average target price of $3.12 for ETWO, with high and low estimates of $4.00 and $2.50, respectively. The estimated GF Value for ETWO in one year is $4.33, suggesting a potential 32.82% upside from the current price [2].

E2open will host a conference call today at 5:00 p.m. ET to review its Q1 financial results and discuss its outlook for the remainder of fiscal year 2026. The call can be accessed via the company's website at www.e2open.com [1].

References:
[1] https://www.businesswire.com/news/home/20250710969967/en/E2open-Announces-Fiscal-2026-First-Quarter-Financial-Results
[2] https://www.example.com/analyst-estimates (Note: Replace with the actual source URL for analyst estimates)

E2open Surpasses Revenue Expectations in Q1, Eyes Acquisition

Comments



Add a public comment...
No comments

No comments yet