KeyBanc on Simulations Plus (SLP): 'Early Signs of Stability + Potential Recovery'

KeyBanc analyst Scott Schoenhaus reiterated a Sector Weight rating on Simulations Plus (NASDAQ: SLP).

The analyst commented: "Early Signs of Stability + Potential Recovery; 2026 Guidance Embedding Some Caution in 1H w/ Potential 2H Re-Acceleration; We hosted several meetings with CEO Shawn O'Connor as part of a non-deal roadshow earlier today. Our main takeaways from the event were: 1) software revenues should provide more stability into FY26 with more infrastructure spending from clients in combination with new product releases (like GPX) providing 2H-weighted growth; 2) the services business is still seeing some caution from a customer perspective with muted expectations for recovery; and 3) biotech end markets could provide further tailwinds to service revenue streams (we estimate ~25% exposure to biotech end markets for SLP)."

For an analyst ratings summary and ratings history on Simulations Plus click here. For more ratings news on Simulations Plus click here.

Shares of Simulations Plus closed at $18.31 yesterday.

You May Also Be Interested In

• Stripe, Advent In Talks To Buy Paypal - WSJ
• Home Depot (HD) call put ratio 1.5 calls to 1 put with a focus on September 330 puts into quarter results
• Mosaic sets pricing for tender offers on up to $1.4B in debt