Neutral/Negative Catalysts
- Analyst sentiment deteriorated recently (notably Truist downgrade to Hold; UBS downgrade to Neutral) citing limited catalysts and flattish margins.
- Street may be overestimating near-term revenue (Truist flags fiscal Q1 consensus potentially $15M–$20M too high; working-day headwind).
- Insiders are selling aggressively (selling amount up ~730% over the last month) — a near-term confidence headwind.
- Core concern from multiple firms: business services names tend to work best with margin expansion + capital deployment, both viewed as limited near-term.
