Raised FY2026 DEPS and revenue guidance after first-half outperformance, while still assuming no full recovery in GovCon or freight.
Vertafore's Velocity AI agent roadmap is expected to expand beyond the initial six SKUs toward a roughly doubled market opportunity.
DAT is now assuming a modest 2026 freight-market benefit and a stronger 2027 setup as carrier-side indicators improve.
CentralReach and Subsplash are expected to turn organic in the second half of 2026, adding a mechanical growth tailwind to software.
Deltek's cloud transition is expected to create a multiyear lift as AI features are concentrated in cloud products and customers are moved off point solutions.
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