Monitor software booking trends and 2026 quarterly execution under new CEO, as current guidance suggests near-term headwinds despite strong full-year 2025 results and software revenue growth
Price Chart
Executive Summary
Certara reported Q4 2025 revenue of $103.6M (3% YoY growth) and full-year revenue of $418.8M (9% growth), but adjusted EBITDA declined 3% YoY in Q4. The company guided for modest 0-4% revenue growth in 2026 while investing in strategic initiatives under new CEO leadership, signaling a transition year with tempered expectations despite software strength.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $103.6M (+3% YoY), driven by 10% growth in software revenue ($46.4M) offset by 1% decline in services revenue ($57.3M)
- Q4 adjusted EBITDA: $32.5M (-3% YoY decline) despite revenue growth, indicating margin pressure
- Full-year 2025 revenue: $418.8M (+9% YoY), adjusted EBITDA: $134.5M (+10% YoY)
- 2026 guidance: Revenue growth of 0-4%, adjusted EBITDA margin of 30-32%, adjusted EPS of $0.44-$0.48
- New CEO Jon Resnick appointed, emphasizing 2026 as a 'year of transition and investment' to drive long-term growth
- Software bookings declined 6% YoY in Q4 despite 10% revenue growth, raising potential sustainability concerns
Financial Impact
Revenue growth slowing to 0-4% in 2026 from 9% in 2025, with adjusted EBITDA margin guidance of 30-32% down from 32% in 2025
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Software | $46.4M | +10.0% |
| Services | $57.3M | -1.0% |
Risk Factors
- Slowing revenue growth guidance for 2026 (0-4%)
- Declining software bookings (-6% YoY) despite revenue growth
- Increased operating expenses impacting profitability
- Execution risk during leadership transition and strategic initiatives
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001827090-26-000008 |
| Document: certara-20260226.htm | 0001827090-26-000008 |
| Document: 0001827090-26-000008-index-headers.html | 0001827090-26-000008 |
| Document: 0001827090-26-000008-index.html | 0001827090-26-000008 |
| Document: 0001827090-26-000008.txt | 0001827090-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 16, 2026 6w ago | Institutional Cluster | $8.00 $8.40 | ▲ +5.00% | ▲ +6.98% | $9.36 (+17.00%) |
Aug 4, 2026 8w ago | 8-K | $7.80 $8.10 | ▲ +3.85% | ▲ +5.08% | $9.36 (+20.00%) |
Jul 15, 2026 11w ago | Press Release | $7.28 $8.15 | ▲ +11.95% | ▲ +8.33% | $9.36 (+28.57%) |
Jun 11, 2026 16w ago | Institutional Cluster | $5.27 $6.79 | ▼ −28.84% | ▼ −26.95% | $9.36 (−77.61%) |
May 11, 2026 20w ago | 8-K | $5.13 $5.18 | ▼ −0.97% | ▼ −1.28% | $9.36 (−82.46%) |
May 11, 2026 20w ago | Press Release | $5.13 $5.18 | ▼ −0.97% | ▼ −1.28% | $9.36 (−82.46%) |
Apr 22, 2026 23w ago | 8-K / PRESS-RELEASE | $6.38 $4.59 | ▼ −28.06% | ▼ −31.22% | $9.36 (+46.71%) |
Apr 3, 2026 26w ago | DEFA14A | $5.46 $6.19 | ▲ +13.37% | ▲ +4.39% | $9.36 (+71.43%) |
Mar 30, 2026 26w ago | Court Ruling | $5.68 $6.14 | ▲ +8.10% | ▼ −4.50% | $9.36 (+64.79%) |
Mar 3, 2026 30w ago | Press Release | $7.24 $5.70 | ▼ −21.27% | ▼ −16.87% | $9.36 (+29.28%) |
US Market Status
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