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Stock impact report

Grid Dynamics Q4 Earnings Call Highlights [Yahoo! Finance]

Grid Dynamics Holdings, Inc. - Class A (GDYN) 
Company Research Source: Yahoo! Finance
million (up 17.5% YoY ) with non-GAAP EBITDA of $13.7 million in Q4 and $53.8 million for the year, and guided Q1 2026 revenue of $103–104 million and full-year 2026 revenue of $435–465 million while targeting ~ 300 bps of margin expansion. AI-related revenue is accelerating—up 9% QoQ in Q4 and comprising of the quarter ($90M for FY, + 30% YoY )—as the company shifts to platform-driven, output/outcome-based engagements and scales assets like Rosetta GAIN MXP/XDB and Incarno to capture higher-margin, licensed work. Customer concentration increased (top five = , top ten = ), but management points to deeper hyperscaler partnerships with AWS NVIDIA and Temporal , a cash balance of $341.1 million at year-end, and continued M&A focus on strategic AI and vertical acquisitions. Interested in Grid Dynamics Holdings, Inc.? Here are five stocks we like better. Buy the Dip? These Earnings Misses Offer Long-Term Upside Grid Dynamics (NASDAQ:GDYN) executives outlined record fourth-quarter Show less Read more
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