Craneware (3X6) AI Stock Analysis

Craneware

(Frankfurt:3X6)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Recurring revenue and retentionA substantial recurring revenue base with approximately 100% net revenue retention and customer retention above 90% supports visibility and reduces dependence on new bookings. These characteristics also create opportunities to expand module adoption within established hospital relationships over the next several quarters.

Negative Factors

340B exposure and revenue resetThe fiscal 2027 revenue reset indicates that growth has been deferred while Craneware faces uncertainty in the 340B market. Restrictions on 340B pricing and changing business models may continue to pressure transactional revenue, making near-term growth less predictable despite stable ARR.

Craneware (3X6) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 361.73M
Dividend Yield: 3.12%
Average Volume (3M): 311
Price to Earnings (P/E): 25.2
Beta (1Y): 0.92
Revenue Growth: -6.63%
EPS Growth: -4.87%
Country: Germany
Employees: 765
Sector: Healthcare
Sector Strength: 51
Industry: Medical - Healthcare Information Services

Craneware Business Overview & Revenue Model

Company Description

Craneware plc, with its associated entities, is dedicated to creating, distributing, and maintaining cutting-edge software applications tailored for the U.S. healthcare industry. Its extensive suite of products is designed to streamline and improve a...

Craneware Earnings Call Summary

Earnings Call Date:Sep 20, 2026(Q4-2026)|% Change Since:-18.30%|Next Earnings Date:Mar 07, 2027

Earnings Call SentimentNeutral

The call had a mixed but cautiously constructive tone. Management emphasized strong ARR, customer retention, cash generation, liquidity, long-term customer relationships, continued product investment, and customer support following the cyber incident. However, these positives were offset by revenue growth falling below expectations, the fiscal 2027 revenue reset to approximately $185 million, 340B-related transactional revenue pressure, lower gross margin, cybersecurity-related data exposure and unknown costs, and continued regulatory uncertainty. Management expects a return to growth and 30% plus margins in fiscal 2028, but fiscal 2027 is positioned as a transition year.

Positive Updates

Resilient Recurring Revenue Base

Annual recurring revenue remained steady at $185 million, recurring revenue was $185 million, net revenue retention was approximately 100%, and customer retention was greater than 90% by all measures.

Negative Updates

Fiscal 2026 Results Below Expectations

Management said it was deeply disappointed by the fiscal 2026 results and acknowledged that the financial outcome, particularly revenue growth, was below expectations.

Company Guidance

For fiscal year ’27, Craneware reset revenue expectations to approximately the level of current ARR, with $185 million as the starting ARR and expected fiscal year ’27 ARR of $185 million; the company is still modeling approximately 100% NRR and is not expecting a drop in ARR. The cost review will be ongoing through the course of this year, with margins not expected to return to 30% plus by the end of this calendar year, but tracking somewhere in the mid- to high 20% margins, while the exit run rate by the end of fiscal ’27 is expected to be aligned to take the company into a 30% plus margin for fiscal ’28. The company expects to return to growth at least into fiscal ’28 and to return to far more positive margins by fiscal ’28, while the cost of the cyberattack remains too hard to quantify and its full impact may take a number of periods, so may extend into future financial years.

Craneware Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

DE:3X6 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
GB:KOO	72Outperform	GBP 69.14M	11.49	17.74%	―	-6.51%	108.62%
GB:DXRX	59Neutral	GBP 172.63M	-632.81	-0.68%	―	20.14%	82.22%
GB:OPT	56Neutral	GBP 269.22M	155.70	0.83%	―	14.84%	-15.14%
GB:IXI	55Neutral	GBP 25.73M	-7.14	-16.18%	―	13.04%	15.88%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%
GB:COG	47Neutral	GBP 15.11M	-9.30	-54.17%	―	11.86%	23.81%

* Healthcare Sector Average

Performance Comparison

DE:3X6 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:3X6	Craneware Plc	12.50	-12.41	-49.82%
GB:COG	Cambridge Cognition Holdings	28.00	-5.00	-15.15%
GB:IXI	IXICO plc	14.00	2.75	24.44%
GB:KOO	Kooth Plc	189.50	62.50	49.21%
GB:DXRX	Diaceutics Plc	202.50	40.00	24.62%
GB:OPT	Optima Health PLC	246.00	49.01	24.88%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Craneware AI Stock Analysis