Consensus estimates project revenue of $5.12 billion and an EPS of $0.21 for the quarter, with the current stock price of $12.25 trading slightly above the average analyst price target of $11.67. Investors are primarily focused on whether management will lower the company's full-year 2027 constant currency revenue growth guidance due to cautious client spending.
Analysts expect sequential constant currency growth for the September quarter to land between 1.7% and 1.9%. While demand in the financial services vertical remains a bright spot, broader macroeconomic uncertainty continues to impact discretionary project pipelines across Europe and North America.