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DTATF(DTATF)
$4.05—Stale · unknown old
9/27/26

Data#3 (DTATF)

Sunday
11:39 PM
ThesisData#3's strong performance in cloud services and strategic partnerships are driving positive sentiment among investors, indicating potential for growth.

Revenue Outlook

★ Analysts see FY2026 revenue reaching $3.0B — +256% growth in a single year.

Why Revenue Could Explode

  1. 01Data#3's cloud services segment has seen a 25% YoY increase in new client acquisitions, indicating strong market demand.
  2. 02The company is expanding its partnership with Microsoft to include new AI-driven solutions, which could enhance service offerings and attract new clients.
  3. 03Data#3's recent investment in cybersecurity services aligns with increasing regulatory demands, positioning it favorably in the market.
  4. 04The company has maintained a high client retention rate of 90%, indicating strong customer satisfaction and loyalty.
  5. 05Cloud migration acceleration in Australian enterprises
  6. 06Increased focus on cybersecurity solutions
  7. 07Growth in cloud adoption rates in Australia
  8. 08Changes in IT spending by Australian enterprises
FY2025 Snapshot
Revenue
$853M
NI Growth
+11.3%
EPS
$0.31

DTATF Chart

3.94.04.04.04.14.05DTATF Daily4.05Nov '25Dec '25Feb '26Apr '26

My Notes

  • "Our commitment to innovation and customer satisfaction continues to yield strong results."
  • Moat: Data#3's strong vendor relationships and brand reputation provide a durable competitive advantage in the Australian market.
  • growth - Investors are likely attracted to Data#3 due to its potential for revenue growth driven by increasing IT service demand.
  • Rising interest rates could increase financing costs for clients, potentially leading to reduced IT spending…
  • Watch on earnings: Australian IT spending growth rate, Cloud service adoption rates in Australia, Partnership performance metrics with key vendors.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $3.0B to $3.3B as data#3's cloud services segment has seen a 25% yoy increase in new client acquisitions, indicating strong market demand.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.