I do not track both stocks closely, but I do track other very closely and sector in particular. Here are my two cents
1- Kelton Tech- Based on my limited understanding of the company, the management is keen on growth, but they have relied more on inorganic than organic. They have made few acquisitions lately, and it has boosted the sales number. Overall, growth is good, but the market does not like inorganic growth much. Inorganic growth can certainly make magic, and the acquisition certainly can pop the share price in the short term, but long term, market reward organic growth. When the expectations of high growth are built into the stocks, any disappointment leads to price correction.
2- 8k. I find it hard to imagine sustainable advantage company can have in implementing cloud solution. Agree, a company may have a head start in particular niche, and they would dominate the niche for some time. But implementing cloud solution is certainly not likely to be the sustainable niche in my view. Any big company having the decent budget would train few people- if not army- to implement cloud solution. This is another company which is growth focused (or obsessed?). Any disappointment in growth has a Lollapalooza effect, except in reverse- Small reduction in sales, caused more reduction in PAT, which in turn reduces the PE multiple further. The stock was also priced for perfection. Any disappointment could cause a severe correction.