These Analysts Slash Their Forecasts On Verint Systems Following Downbeat Earnings

Financial Performance - Verint Systems reported Q4 earnings of $0.99 per share, missing the analyst consensus estimate of $1.27 per share [1] - Quarterly sales were $253.55 million, falling short of the analyst consensus estimate of $276.99 million [1] Guidance and Growth - The company issued FY26 EPS guidance with its midpoint below estimates [1] - Verint exceeded its Q4 FYE 2025 ARR guidance by $8 million and raised its Q4 FYE 2026 ARR guidance [2] - SaaS ACV bookings from new deals grew by 30% year-over-year, while Bundled SaaS Revenue increased by 23% year-over-year [2] Market Reaction - Following the earnings announcement, Verint shares dipped 11.6% to trade at $19.11 [3] - Analysts adjusted their price targets for Verint, with Needham maintaining a Buy rating but lowering the target from $40 to $30, and Evercore ISI Group maintaining an In-Line rating while cutting the target from $34 to $23 [4]