Overlooked Alpha

Overlooked Alpha

Verint Systems' Path to 50%+ Gains

Is the market wrong about VRNT stock?

Joe | 3MB
and
Overlooked Alpha
Jul 02, 2023
∙ Paid

Highlights:

  • Verint Systems has long been an innovator in artificial intelligence and it counts more than 85% of the Fortune 100 as customers.

  • Yet despite a huge rally in AI stocks this year, Verint shares are actually down 3% year-to-date.

  • That alone suggests some caution. But improving margins and a projected acceleration in revenue growth can provide upside given a reasonable valuation.

  • This is a good business with solid cash flow. If AI provides the hoped-for boost —the stock has a clear path to 50%-plus gains.

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