Redeye has updated its forecasts and valuation following Modelon’s Q1 2026 report, which came in below our expectations regarding top-line development and ARR. While the company continues to progress with its structural transformation, ARR growth was negatively impacted by the non-renewal of several small legacy accounts. Despite these revenue headwinds, the execution of efficiency programs has established a leaner cost base, providing significant operational leverage as the company attempts to pivot toward growth in the second half of the year.
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