Growth PotentialAnalyst maintains an Overweight rating as the harsh stock reaction seems to fully reflect the earnings revisions and some multiple compression, while new, more achievable targets should set the table for higher-visibility results.
Leadership ChangesNew President for Financial Solutions and three new Board members have been appointed, indicating positive leadership changes.
Long-term StrategyNew management took an 'operational bath,' reset bar on expectations forcefully and is moving on from aggressive pushing for short-term revenues with a focus on long-term strategy.