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SoftwareOne lifts 2026 outlook as Crayon deal and AI demand boost margins

Story Highlights
  • SoftwareOne delivered double-digit comparable revenue growth and a higher adjusted EBITDA margin in Q1 2026, supported by broad regional momentum and improved performance in North America.
  • Advancing Crayon integration, strong cost synergies and rising AI-driven demand led SoftwareOne to adopt a single global brand and raise its 2026 revenue growth guidance while targeting robust profitability.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
SoftwareOne lifts 2026 outlook as Crayon deal and AI demand boost margins

Meet Samuel – Your Personal Investing Prophet

The latest announcement is out from SoftwareOne Holding Ltd. ( (CH:SWON) ).

SoftwareOne reported a strong start to 2026, with first-quarter revenue rising 67.4% to CHF 387.7 million on a reported basis, largely driven by the acquisition of Crayon and robust demand for multi-year Microsoft cloud agreements. On a comparable combined basis, constant-currency revenue grew 12.9% and the adjusted EBITDA margin improved 3.4 percentage points to 20.5%, reflecting broad-based momentum across all regions and the continued turnaround in North America.

The company’s integration of Crayon is advancing ahead of plan, with over CHF 80 million in cost synergies already realised and a run-rate target of CHF 100 million by the end of 2026, as it transitions to a single SoftwareOne brand globally. Management highlighted AI as a key growth driver boosting consulting, cloud migration, data, security and FinOps services, and raised 2026 guidance to mid to high single-digit constant-currency revenue growth while keeping an adjusted EBITDA margin target above 23%, signalling increased confidence in the combined group’s profitability and scale.

The most recent analyst rating on (CH:SWON) stock is a Hold with a CHF7.50 price target. To see the full list of analyst forecasts on SoftwareOne Holding Ltd. stock, see the CH:SWON Stock Forecast page.

More about SoftwareOne Holding Ltd.

SoftwareOne Holding AG is a Swiss-based global provider of software and cloud solutions, helping enterprises manage licensing, cloud migration and associated services across multiple vendors. The company focuses on AI-enabled offerings and recurring services, positioning itself as a partner for building and optimising cloud and data infrastructures worldwide.

Average Trading Volume: 695,214

Technical Sentiment Signal: Sell

Current Market Cap: CHF1.52B

For an in-depth examination of SWON stock, go to TipRanks’ Overview page.

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