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Night Watch Investment Management's investment thesis on Endava ($DAVA) — Q4 2025 | Buyside Digest

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$DAVANASDAQEndava

BULL

Night Watch Investment Management—DAVA

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$2.91USD

-4.9% vs last month

$6.09Pitched

-52.2% since pitch

Market Cap$153.8M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Although labeled an AI loser by the market and burdened by temporary delays in corporate IT spending, the company is poised for a growth recovery in 2026 as AI-related projects accelerate. Trading at a...

— Roderick van Zuylen

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