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The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
Amid growing concerns that artificial intelligence could disrupt the software industry, Nemetschek (NEMTF) first-quarter 2026 results suggest those fears may be overblown. The company reported 17% constant-currency revenue growth, improved operating margins, and near-completion of its transition to recurring SaaS revenue. Management guided for 14-15% constant-currency revenue growth and a 32-33% EBITDA margin for full-year 2026, supported by the HCSS acquisition, according to a Seeking Alpha report.
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Sign InThe performance comes as engineering software firms face pressure from rapid AI advancements, but Nemetschek is showing resilience through its strong customer base and ongoing subscription shift. Compared to peers like Autodesk and Dassault Systèmes, Nemetschek's steady growth reinforces its market position, especially as demand for digital building lifecycle management rises.
In terms of trading, the NEMTF stock price has not seen major moves recently, with investors awaiting the impact of the HCSS acquisition on upcoming quarterly results. The economic calendar shows no direct catalysts for the stock in the next two weeks, leaving the focus on the company's ability to deliver on its annual guidance amid a volatile macroeconomic environment.