Workflow
E2open Parent Holdings: Positive On Retention Gains And Mid-Market Opportunities
ETWOE2open(ETWO) Seeking Alpha·2025-01-14 21:02

I recommended a buy rating for E2open Parent Holdings (NYSE: ETWO ) when I wrote about it last October, as I believed 2Q25 was a temporary setback and that the underlying demand remains positive. Based on my currentI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competen ...