E2open Parent Holdings: Positive On Retention Gains And Mid-Market Opportunities

Group 1 - The core viewpoint is that E2open Parent Holdings (NYSE: ETWO) is recommended as a buy due to a belief that the temporary setback in 2Q25 does not reflect the underlying positive demand [1] - The ideal investment is characterized by core business performance in a sector expected to experience structural growth exceeding GDP growth over the next 5-10 years [1] - Profits should stem from sustainable competitive advantages that lead to attractive unit economics, managed by competent and ethical long-term thinkers, and offered at a fair valuation [1]