Held by
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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Software - Application
P/S (TTM)
1.7
EV / FCF (TTM)
23.6
E2open Parent Holdings, Inc. delivers a comprehensive, cloud-native Software-as-a-Service (SaaS) solution for managing supply chains, with operations spanning the Americas, Europe, and the Asia Pacific. The company's proprietary software is designed to streamline intricate supply chain processes, generating substantial value and a strong return on investment for its esteemed corporate clientele. This robust platform seamlessly integrates diverse networks, critical data, and various applications, furnishing clients with the tools to fine-tune every aspect of their supply chain. This optimization encompasses key areas such as channel strategy, demand forecasting, business planning, global trade compliance, logistics and transportation, collaborative manufacturing, and procurement oversight. E2open serves a broad spectrum of industries, including technology, consumer goods, industrial manufacturing, and transportation. Established in 2020, the company maintains its primary offices in Austin, Texas.
www.e2open.comNo one on the platform currently holds ETWO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 158,800 | $317.6K |
No one on the platform has traded ETWO yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | -4.2% | 14.8% | ||||
| Profit Margin % | -108.6% | -91.2% | ||||
| Free Cash Flow Margin % | 12.2% | 4.9% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.6% on the P/E track.
At today's price, your expected annual return is +3.5% on the P/E track.
At today's price, your expected annual return is +7.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $623M | +2.4% | $0.22 | $0.22–$0.22 | 14.9× | 2 |
| 2028 | $650M | +4.3% | $0.25 | $0.24–$0.26 | 13.2× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-07-10 | $0.04 | $0.05 | +25.0% |
| 2025-04-29 | $0.05 | $0.06 | +20.0% |
| 2025-01-10 | $0.05 | $0.05 | +0.0% |
| 2024-10-09 | $0.05 | $0.05 | +5.3% |
| 2024-07-10 | $0.05 | $0.04 | -20.0% |
| 2024-04-29 | $0.04 | $0.05 | +13.6% |
| 2024-01-09 | $0.04 | $0.04 | -5.9% |
| 2023-10-10 | $0.05 | $0.04 | -20.0% |
| $98M |
| — |
| MLMoneyLion Inc. | $85.90 | +0.76% | $972M | — |
| MODNModel N, Inc. | $30.00 | +0.10% | $1.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
$ETWO Really good write-up that perfectly summarizes ETWO's present situation. So if you want to bring your ETWO knowledge up to date or just discover ETWO, this is required reading. https://beyondspx.com/article/e2open-a-turnaround-story-culminating-in-acquisition-etwo
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$ETWO Q1 FY26 Earnings Recap | Subscription Growth Returns + WiseTech Deal https://youtu.be/sueXzP9ANQ0
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#earnings after the close on Thursday, July 20, 2025 https://www.earningswhispers.com/calendar $LEVI $WDFC $PSMT $ETWO $VIST
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Earnings after the close today: $LEVI, $WDFC, $PSMT, $ETWO, $VIST
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$ETWO Heads up alert! upcoming earnings on Thursday, 7/10/2025 for $ETWO Bearish (2.0) E2open Parent Holdings, Inc., a prominent player in the connected supply chain SaaS platform sector, is facing a significant transition as it has entered a definitive agreement to be acquired by WiseTech Global Limited. This acquisition, valued at $2.1 billion, equates to a per-share price of $3.30, representing a 28% premium over E2open's closing price prior to the announcement. Despite this premium, the current valuation reflects a bearish sentiment as the acquisition price is perceived as a ceiling for the stock, limiting potential upside. E2open's recent earnings and financial metrics, such as P/E ratio and EPS growth, are overshadowed by the acquisition deal, but historically, the company has shown moderate growth in EPS and revenue, aligning with industry averages. Comparatively, WiseTech's strategic acquisition aims to bolster its logistics execution capabilities, potentially enhancing its competitive position in the logistics software industry. However, for E2open shareholders, the acquisition price suggests limited growth prospects independent of WiseTech’s strategic maneuvers. Earnings Report and Expectations: E2open is scheduled to report its fiscal first quarter 2026 results on July 10, 2025. Historically, the company has demonstrated steady financial performance, but the ongoing acquisition process may introduce volatility in earnings expectations. Analysts are likely to focus on how operational efficiencies and strategic synergies with WiseTech may impact future earnings. Consensus estimates may be subdued due to the acquisition announcement, as market participants generally align expectations with the predetermined acquisition price. Any deviations in earnings or revenue could influence short-term stock movements, but the overarching impact is expected to be minimal given the acquisition's fixed terms. Sector Performance: E2open operates within the broader technology sector, specifically in the supply chain and logistics software niche. The sector has seen robust growth driven by increasing demand for digital transformation and automation in supply chain management. However, the acquisition trend, as evidenced by WiseTech's aggressive expansion through the E2open deal, highlights consolidation pressures within the sector. While this may enhance efficiencies and market share for acquiring entities, it also reflects competitive pressures and the need for scale to maintain market positioning. Overall, the technology sector remains dynamic, with innovation and strategic acquisitions shaping its trajectory, but individual company performances may vary significantly based on their strategic decisions and market adaptability. - Funds were net buyers of $ETWO during the previous reporting quarter. - Top 2 funds with large holdings in $ETWO: - Windacre Partnership LLC, MV: $58MM. Fund Rank: 69% www.windacre.com - Elliott Investment Management LP, MV: $55MM. Fund Rank: 83% - Last 10 days performance: 0% - Last 30 days performance: 1% - Last 90 days performance: 61% Some of the latest news articles: - Title: E2open to Report Fiscal 2026 First Quarter Results Publication Date: 6/17/2025 8:17:00 PM, Source: yahoo URL: https://finance.yahoo.com/news/e2open-report-fiscal-2026-first-201700384.html?.tsrc=rss - Title: RF Industries, Ltd. (RFIL) Surpasses Q2 Earnings and Revenue Estimates Publication Date: 6/16/2025 9:15:02 PM, Source: yahoo URL: https://finance.yahoo.com/news/rf-industries-ltd-rfil-surpasses-211502121.html?.tsrc=rss - Title: E2open to be acquired by WiseTech Global for $3.30 per share in cash Publication Date: 5/27/2025 12:05:05 PM, Source: yahoo URL: https://finance.yahoo.com/news/e2open-acquired-wisetech-global-3-120505593.html?.tsrc=rss - Title: WiseTech Accelerates Strategy With $2.1 Billion Move for e2open Publication Date: 5/26/2025 1:59:00 AM, Source: yahoo URL: https://finance.yahoo.com/m/faa9279d-9be2-359e-91e8-3a5ccfaff033/wisetech-accelerates-strategy.html?.tsrc=rss Follow us on stocktwits.com and Substack (chessgmstocks.substack.com). Not a financial advice. Not a trading signal.
$ETWO https://www.marketscreener.com/quote/stock/SYNERGY-CHC-CORP-120795410/news/Undervalued-Titans-SNYR-SBET-ETWO-HOLO-Among-High-Growth-Potential-Stocks-Under-10-50085806/
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Morgan Stanley has adjusted their stance on E2open Parent Holdings ( $ETWO ), setting the rating to Equal-Weight with a target price of 2.1 → 3.3.
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💎💎💎UNDERVALUED GEM ALERT 💎💎💎 🧪 $QNTM (Quantum Biopharma) is Canadian biopharmaceutical company which focuses on developing innovative treatments for neurodegenerative, inflammatory, and metabolic disorders, as well as alcohol misuse. 📰On May 20th, they announced their newly signed agreement to prepare a new investigational drug (IND). A successful IND application will allow Quantum Biopharma to move forward with a Phase 2 trial of Lucid-21-302 in people with multiple sclerosis (MS). 🆙From a technical perspective, the share price is on a solid uptrend since beginning of March and with their current pipeline, I wouldn't be surprised to see it grow exponentially in the next few months. 📈Here are my levels: 10.79$➡ 11.62$ ➡ 12.45$ ➡ 13.60$ ➡ 14.52$ ➡ 18$++++ Website : quantumbiopharma.com Disclaimer: tinyurl.com/5b96d3pd $WORX $SBET $EJH $ETWO
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$LVWR $RCKT $ETWO $ADTN $LAZR 🔔 Analytica Alpha is live. Small-caps are stirring. $LVWR surged on EV buzz, $RCKT cratered post-trial update, and $ETWO caught fire on acquisition chatter. No hype. Just real moves. 📈 Full breakdown here 👇 #SmallCaps #LVWR #RCKT #ETWO #AnalyticaAlpha https://analyticainvestor.beehiiv.com/p/small-cap-shakeup-one-soared-153-another-crashed-63-f69b3fda453a5763
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🚨🚨🚨🚨New ticker alert 🚨🚨🚨🚨 $RNTX Rein Therapeutics Inc. is a clinical-stage biopharmaceutical company based in Austin, Texas which specializes in developing first-in-class medicines targeting orphan pulmonary and fibrosis indications. ✅ Zero debt ✅ Over $57.6M in assets, only ~$7.7M in liabilities ✅ ~$45M market cap ✅ Bullish analyst coverage with a $7 PT (255%+ upside) 📰News this morning!! Rein Therapeutics Announces First Patient Dosed in RENEW Phase 2 Trial of LTI-03 in Patients with IPF Rein Therapeutics pipeline: 🧪LTI-03: Currently in Phase 2 for idiopathic pulmonary fibrosis (IPF). 🧪LTI-01: Completed Phase 2a for loculated pleural effusion (LPE) 🧪LTI-05: In preclinical development for cystic fibrosis. With strategic tech partnerships and a science-driven roadmap, Rein Therapeutics may be one catalyst away from breakout territory. Website: https://www.reintx.com/ Disclaimer: https://tinyurl.com/mu9hsj3v $WORX $SBET $EJH $ETWO
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Morning Top Gainers PT2 $ARQQ $ZENA $ETWO $GYRE $CETX
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.