Tearsheet

CXApp (CXAI)


Market Price (6/5/2026): $0.282 | Market Cap: $12.7 Mil
Sector: Information Technology | Industry: Application Software

CXApp (CXAI)


Market Price (6/5/2026): $0.282
Market Cap: $12.7 Mil
Sector: Information Technology
Industry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12%

Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization, and Smart Buildings & Proptech. Themes include Workplace Experience Platforms, IoT for Buildings, Show more.

Weak multi-year price returns
2Y Excs Rtn is -134%, 3Y Excs Rtn is -178%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14%

Penny stock
Mkt Price is 0.3

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -16 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -367%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -34%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -16%, Rev Chg QQuarterly Revenue Change % is -22%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 59%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -269%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -270%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -139%

High stock price volatility
Vol 12M is 123%

Key risks
CXAI key risks include [1] severe unprofitability and material weaknesses in internal financial controls, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12%
1 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization, and Smart Buildings & Proptech. Themes include Workplace Experience Platforms, IoT for Buildings, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -134%, 3Y Excs Rtn is -178%
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14%
4 Penny stock
Mkt Price is 0.3
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -16 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -367%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -34%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -16%, Rev Chg QQuarterly Revenue Change % is -22%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 59%
8 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -269%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -270%
9 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -139%
10 High stock price volatility
Vol 12M is 123%
11 Key risks
CXAI key risks include [1] severe unprofitability and material weaknesses in internal financial controls, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026
CXApp (CXAI) stock has gained about 40% since 2/28/2026 because of the following key factors:

1. Acquisition of EngineRoom significantly boosted revenue outlook.

On June 3, 2026, CXApp announced the acquisition of EngineRoom, an AI-powered growth intelligence platform, for approximately $4.6 million. This acquisition is projected to more than triple CXApp's annualized revenue run-rate from about $4 million to over $12 million and contribute approximately $1.6 million in adjusted EBITDA, largely from recurring revenue. The stock experienced a significant surge, gaining 71.5% on June 4, 2026, following this announcement.

2. Strong Q1 2026 earnings and new enterprise contracts.

On May 13, 2026, CXApp reported Q1 2026 financial results, exceeding analysts' expectations with an earnings per share (EPS) of -$0.09 against an estimate of -$0.11, marking an 18.18% beat. The company also secured approximately $5 million in total contract value from three major enterprise organizations that selected CXApp's AI-powered workplace platform, with these agreements largely recurring in nature. Q1 2026 revenue was approximately $0.95 million, with subscription revenue accounting for about 98% of the total.

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Stock Movement Drivers

Fundamental Drivers

The 39.4% change in CXAI stock from 2/28/2026 to 6/4/2026 was primarily driven by a 226.8% change in the company's P/S Multiple.
(LTM values as of)22820266042026Change
Stock Price ($)0.180.2639.4%
Change Contribution By: 
Total Revenues ($ Mil)54-17.5%
P/S Multiple0.82.7226.8%
Shares Outstanding (Mil)2345-48.3%
Cumulative Contribution39.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/4/2026
ReturnCorrelation
CXAI39.4% 
Market (SPY)10.7%15.7%
Sector (XLK)39.4%7.0%

Fundamental Drivers

The -44.7% change in CXAI stock from 11/30/2025 to 6/4/2026 was primarily driven by a -48.3% change in the company's Shares Outstanding (Mil).
(LTM values as of)113020256042026Change
Stock Price ($)0.460.26-44.7%
Change Contribution By: 
Total Revenues ($ Mil)54-17.5%
P/S Multiple2.12.729.6%
Shares Outstanding (Mil)2345-48.3%
Cumulative Contribution-44.7%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/4/2026
ReturnCorrelation
CXAI-44.7% 
Market (SPY)11.4%20.0%
Sector (XLK)35.4%19.6%

Fundamental Drivers

The -74.3% change in CXAI stock from 5/31/2025 to 6/4/2026 was primarily driven by a -56.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120256042026Change
Stock Price ($)0.990.26-74.3%
Change Contribution By: 
Total Revenues ($ Mil)74-34.2%
P/S Multiple3.02.7-10.3%
Shares Outstanding (Mil)2045-56.5%
Cumulative Contribution-74.3%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/4/2026
ReturnCorrelation
CXAI-74.3% 
Market (SPY)29.9%28.4%
Sector (XLK)68.3%27.0%

Fundamental Drivers

The -97.9% change in CXAI stock from 5/31/2023 to 6/4/2026 was primarily driven by a -83.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120236042026Change
Stock Price ($)12.300.26-97.9%
Change Contribution By: 
Total Revenues ($ Mil)84-49.1%
P/S Multiple10.62.7-74.7%
Shares Outstanding (Mil)745-83.9%
Cumulative Contribution-97.9%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/4/2026
ReturnCorrelation
CXAI-97.9% 
Market (SPY)88.3%9.3%
Sector (XLK)140.1%12.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CXAI Return-4%1%-87%41%-82%-52%-98%
Peers Return58%-42%50%15%-23%-29%-12%
S&P 500 Return27%-19%24%23%16%10%101%

Monthly Win Rates [3]
CXAI Win Rate55%58%33%50%17%17% 
Peers Win Rate57%30%65%55%42%33% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CXAI Max Drawdown--4%-91%-79%-86%-62% 
Peers Max Drawdown-28%-56%-27%-32%-39%-49% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NOW, WDAY, TEAM, ASAN, BOX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/4/2026 (YTD)

How Low Can It Go

EventCXAIS&P 500
2024 Yen Carry Trade Unwind
  % Loss-40.7%-7.8%
  % Gain to Breakeven68.7%8.5%
  Time to Breakeven1 days18 days
2023 SVB Regional Banking Crisis
  % Loss-87.0%-6.7%
  % Gain to Breakeven669.9%7.1%
  Time to Breakeven3 days31 days

Compare to NOW, WDAY, TEAM, ASAN, BOX

In The Past

CXApp's stock fell -40.7% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 68.7% gain to breakeven.

Preserve Wealth

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Asset Allocation

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EventCXAIS&P 500
2024 Yen Carry Trade Unwind
  % Loss-40.7%-7.8%
  % Gain to Breakeven68.7%8.5%
  Time to Breakeven1 days18 days
2023 SVB Regional Banking Crisis
  % Loss-87.0%-6.7%
  % Gain to Breakeven669.9%7.1%
  Time to Breakeven3 days31 days

Compare to NOW, WDAY, TEAM, ASAN, BOX

In The Past

CXApp's stock fell -40.7% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 68.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About CXApp (CXAI)

KINS Technology Group Inc. does not have significant operations. It intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2020 and is based in Palo Alto, California.

AI Analysis | Feedback

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AI Analysis | Feedback

  • Workplace Experience Platform: A comprehensive software platform designed to improve employee engagement and operational efficiency within office environments.
  • Desk and Room Booking: Solutions enabling employees to easily reserve workspaces, meeting rooms, and other office amenities.
  • Wayfinding and Navigation: Digital mapping and guidance features to help users navigate office buildings and campuses.
  • Visitor Management: Tools for streamlined visitor registration, check-in, and host notifications.
  • Event Management: Features to plan, promote, and manage corporate events and activities within the workplace.

AI Analysis | Feedback

CXApp Inc. (symbol: CXAI) sells its workplace experience software primarily to other companies (B2B). Its major customers are large enterprise organizations seeking to enhance employee engagement, optimize workspace utilization, and manage hybrid work environments. While specific customer names are often proprietary, the company typically serves clients in the following categories:

Major Customer Categories:

  • Large Corporations and Global Enterprises: Companies with significant employee populations, multiple office locations, or large campuses that require comprehensive solutions for managing their physical workspaces, facilitating communication, and improving the overall employee experience in a hybrid work setting.

  • Technology and Innovation Companies: Organizations, particularly in the tech sector, that prioritize cutting-edge solutions for their workplace, aiming to foster collaboration, productivity, and employee well-being within dynamic and often complex office environments.

  • Financial Services and Healthcare Institutions: Large organizations in these sectors that have extensive real estate portfolios and a critical need for efficient space management, secure communication, and a positive, productive environment for their employees.

AI Analysis | Feedback

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AI Analysis | Feedback

Khurram Sheikh, Founder, Chairman & CEO

Khurram Sheikh was appointed CEO in July 2020. He is an experienced entrepreneur and business leader, serving as the Founder, Chairman, and CEO of CXApp (CXAI) and KINS Technology Group Inc. He completed the IPO for CXApp via his SPAC KINS Technology Group Inc.. He also serves as the Executive Chairman and CEO of AIJAAD and was previously CEO at kwikbit. An engineer with 12 issued US patents, he has been leading transformational projects since 1996 and helped pioneer mobile technologies, networks, software, and applications.

Joy Mbanugo, Chief Financial Officer

Joy Mbanugo was appointed CFO in August 2024. She brings over 22 years of financial leadership experience to CXApp. Prior to joining CXApp, she served as Chief Financial Officer at ServiceRocket, where she optimized EBITDA and played a critical role in shaping and executing the company's go-to-market strategy. Before ServiceRocket, she held a leading role in financial planning, analysis, and reporting for cloud partnerships at Google Cloud for five years, where she optimized profit margins on major deals and contributed to a significant financial system transformation. She also oversaw global cash management of over $100 billion at Google. Her experience includes a three-year stint at BlackRock leading taxation initiatives and a 12-year tenure at EY providing tax and audit services to financial services clients. Additionally, she is a private investor and operating partner supporting startups and women-led ventures.

Terry Blanchard, Senior Vice President of Engineering

Tyler Robbins, Vice President, Customer Success & Sales

Chris Wiegand, EVP Strategic Initiatives

AI Analysis | Feedback

Key Risks to CXApp (CXAI)

  • Risk of Delisting from Nasdaq: CXApp Inc. (CXAI) faces a significant risk of delisting from the Nasdaq Capital Market. The company was notified in September 2025 that its common stock traded below the $1.00 minimum bid price for 30 consecutive business days. Although granted an extension, CXApp did not regain compliance by the initial deadline of March 10, 2026. Nasdaq has provided a second 180-day compliance period until September 7, 2026. Failure to maintain a bid price of at least $1.00 for ten consecutive business days by this new deadline could result in delisting, with a reverse stock split being a potential strategy to cure the deficiency. Delisting could severely impact the liquidity of its common stock and decrease its market price.
  • Weak Financial Performance: The company is experiencing weak financial performance, characterized by sharply declining trailing twelve-month (TTM) revenue, substantial operating losses, and ongoing negative operating and free cash flow. While some improvements in margins and expense discipline have been noted, near-term revenue pressure remains a clear risk. This financial instability contributes to the delisting risk and hinders the company's ability to achieve sustainable growth.
  • Intense Competition and Market Dynamics: CXApp operates in a competitive market for workplace experience solutions, facing challenges from both established companies and emerging startups, including competitors like Envoy, Robin, and Teem. The demand for CXApp's services is susceptible to competitive pressures and changes in the broader business environment. The company's success relies on its ability to continuously innovate and effectively compete to attract and retain customers in this dynamic industry.

AI Analysis | Feedback

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AI Analysis | Feedback

CXApp Inc. (NASDAQ: CXAI) operates a workplace experience platform and provides AI-powered employee experience solutions, specifically targeting the hybrid workplace market. Its main products and services include mobile workplace apps, visitor management systems, employee engagement tools, data analytics and insights (such as the CXAI VU Analytics platform and One Map Experience for spatial intelligence), and IoT integration.

The addressable markets for CXApp's products and services can be identified as the Employee Experience Management Market and the Hybrid Workplace Market.

  • Global Employee Experience Management Market: This market was valued at approximately USD 7.48 billion in 2025 and is projected to grow to USD 17.48 billion by 2034, demonstrating a Compound Annual Growth Rate (CAGR) of 9.88% during the forecast period.
  • U.S. Employee Experience Management Market: This market was valued at USD 1.7 billion in 2023 and is expected to reach USD 3.9 billion by 2032, with a CAGR of 9.71% from 2024 to 2032. In 2025, the U.S. market within North America for employee experience management generated approximately USD 2 billion in revenue.
  • Global Hybrid Workplace Market: This market was valued at USD 6.47 billion in 2025 and is estimated to reach USD 22.83 billion by 2034, exhibiting a CAGR of 15.02% from 2026-2034.

AI Analysis | Feedback

CXApp (NASDAQ: CXAI) is an AI-powered employee experience solutions provider, and several key drivers are expected to fuel its revenue growth over the next 2-3 years:

  1. Increased Enterprise Adoption of AI-powered Workplace Experience Solutions: CXApp is focused on expanding enterprise deployments of its Agentic AI and spatial intelligence solutions for large enterprises. As more organizations seek to enhance workplace engagement, productivity, and operational efficiency, the adoption of CXApp's comprehensive platform is expected to drive significant revenue growth.
  2. Expansion and Enhancement of the CXAI Platform, particularly with Generative AI and Predictive Analytics: The company's flagship CXAI Platform, which includes CXAI Apps, CXAI BTS, and CXAI-VU, is continually evolving. A significant growth driver is the further development and deployment of its generative AI analytics platform, CXAI-VU, which provides actionable insights into workplace utilization and employee engagement. Furthermore, the development of predictive AI forecasting and no-show signals aims to convert retrospective insights into proactive capacity optimization and cost-reduction actions, creating new value and revenue streams.
  3. Growth of High-Margin Recurring Revenue from Licenses and Services: CXApp generates the majority of its revenue from licenses. The company emphasizes its high-margin recurring revenue model, indicating that securing and retaining a growing base of enterprise customers for its software licenses will be a crucial driver of sustained revenue growth.
  4. Market Presence Expansion: CXApp's strategic direction includes expanding its market presence. The company currently provides its enterprise-grade software in the United States, Canada, and the Philippines, serving various sectors such as software/technology, financial services, next-gen auto manufacturing, entertainment, and life science companies. Expanding within these existing geographies, penetrating new customer verticals, or entering new international markets will contribute to future revenue growth.

AI Analysis | Feedback

Share Issuance

  • CXApp Inc. issued 4,616,481 shares of common stock to Avondale Capital, LLC in a private transaction from January 26-28, 2026, at a price of $0.24024 per share, amounting to approximately $1.1 million, under a pre-paid purchase agreement dated March 26, 2025.
  • In December 2025, CXApp issued 3,266,615 shares of common stock to Avondale Capital, LLC at $0.348985 per share, totaling approximately $1.14 million, also under a pre-paid purchase agreement dated March 26, 2025.
  • As of April 7, 2025, CXApp managed its capital structure by exchanging $3,428,000 of an outstanding promissory note for approximately 2,012,107 shares of Class A Common Stock.

Inbound Investments

  • Avondale Capital, LLC has made significant investments in CXApp through private placements and pre-paid purchase agreements in 2025 and 2026, with a Securities Purchase Agreement providing access to up to $20 million in capital to fund customer growth initiatives and ensure long-term sustainability.
  • Google Cloud committed to co-invest with CXApp Inc. in the continuous deployment, monitoring, and modernization of the AI-native CXAI platform, as part of a strategic multi-year agreement announced in August 2024.

Capital Expenditures

  • Capital expenditures for CXApp were -$21,000 in the last 12 months as of March 13, 2026.
  • CXApp's strategic priorities for fiscal year 2025 include an emphasis on AI-driven product development.
  • The company's capital allocation focus is on executing cost management strategies, expanding its customer base, and driving recurring revenue growth in fiscal year 2025.

Better Bets vs. CXApp (CXAI)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Can CXApp Stock Hold Up When Markets Turn?10/17/2025
Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CXAINOWWDAYTEAMASANBOXMedian
NameCXApp ServiceN.Workday AtlassianAsana Box  
Mkt Price0.26119.36147.91101.508.0726.7764.14
Mkt Cap0.0123.637.626.51.93.715.1
Rev LTM413,9609,8546,1908091,2073,699
Op Inc LTM-161,8761,156-229-16910444
FCF LTM-124,6242,9721,205107326765
FCF 3Y Avg-113,8002,4271,31533309812
CFO LTM-125,4373,1781,249124370809
CFO 3Y Avg-114,6262,6561,35247341846

Growth & Margins

CXAINOWWDAYTEAMASANBOXMedian
NameCXApp ServiceN.Workday AtlassianAsana Box  
Rev Chg LTM-34.2%21.7%13.3%24.7%9.5%9.5%11.4%
Rev Chg 3Y Avg-15.6%22.4%15.1%22.7%11.8%6.3%13.5%
Rev Chg Q-22.4%22.1%13.5%31.7%9.5%10.7%12.1%
QoQ Delta Rev Chg LTM-6.0%5.1%3.2%7.5%2.3%2.5%2.8%
Op Inc Chg LTM-13.7%26.5%82.9%-35.5%31.0%53.5%28.8%
Op Inc Chg 3Y Avg12.3%71.1%175.2%-11.1%23.0%33.9%28.4%
Op Mgn LTM-366.9%13.4%11.7%-3.7%-20.9%8.6%2.5%
Op Mgn 3Y Avg-260.0%12.1%7.5%-3.2%-31.4%6.9%1.8%
QoQ Delta Op Mgn LTM-30.2%-0.3%1.0%-0.5%4.1%1.6%0.4%
CFO/Rev LTM-269.5%38.9%32.3%20.2%15.3%30.6%25.4%
CFO/Rev 3Y Avg-187.9%39.9%30.4%27.2%5.9%30.4%28.8%
FCF/Rev LTM-269.9%33.1%30.2%19.5%13.3%27.0%23.2%
FCF/Rev 3Y Avg-188.5%32.7%27.7%26.5%4.0%27.6%27.1%

Valuation

CXAINOWWDAYTEAMASANBOXMedian
NameCXApp ServiceN.Workday AtlassianAsana Box  
Mkt Cap0.0123.637.626.51.93.715.1
P/S2.78.93.84.32.43.13.4
P/Op Inc-0.765.932.5-115.7-11.435.715.9
P/EBIT-0.851.427.4-181.9-12.430.213.3
P/E-0.770.344.3-122.2-11.829.814.5
P/CFO-1.022.711.821.215.510.113.7
Total Yield-134.9%1.4%2.3%-0.8%-8.5%3.4%0.3%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-74.0%2.8%5.2%4.0%2.3%8.0%3.4%
D/E0.90.00.10.00.10.10.1
Net D/E-0.1-0.0-0.00.0-0.10.0-0.0

Returns

CXAINOWWDAYTEAMASANBOXMedian
NameCXApp ServiceN.Workday AtlassianAsana Box  
1M Rtn61.5%29.7%14.8%9.9%9.8%6.2%12.3%
3M Rtn14.5%-0.8%0.5%23.0%2.0%2.6%2.3%
6M Rtn-41.2%-28.9%-31.7%-35.2%-43.0%-15.8%-33.4%
12M Rtn-75.9%-41.1%-40.7%-51.9%-46.6%-30.6%-43.8%
3Y Rtn-97.8%7.2%-30.7%-44.6%-63.5%-6.8%-37.7%
1M Excs Rtn57.0%25.2%10.3%5.4%5.3%1.7%7.9%
3M Excs Rtn3.5%-11.9%-10.5%12.0%-9.0%-8.5%-8.7%
6M Excs Rtn-47.3%-38.7%-41.6%-45.1%-50.8%-22.3%-43.4%
12M Excs Rtn-102.7%-68.0%-68.1%-78.9%-84.6%-57.3%-73.5%
3Y Excs Rtn-178.1%-71.7%-109.6%-120.2%-143.9%-84.8%-114.9%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil202520242022
Software65 
Professional services13 
Hardware0  
Total78 


Assets by Segment
$ Mil202520242022
Single segment  279
Total  279


Price Behavior

Price Behavior
Market Price$0.26 
Market Cap ($ Bil)0.0 
First Trading Date02/04/2021 
Distance from 52W High-77.2% 
   50 Days200 Days
DMA Price$0.18$0.41
DMA Trenddowndown
Distance from DMA44.6%-37.8%
 3M1YR
Volatility190.2%123.3%
Downside Capture517.55490.40
Upside Capture368.70176.35
Correlation (SPY)19.1%30.8%
CXAI Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta-1.280.861.512.162.721.02
Up Beta-6.40-2.06-1.50-0.041.170.64
Down Beta-7.56-5.753.803.543.87-0.45
Up Capture309%266%226%132%163%136%
Bmk +ve Days13283667141432
Stock +ve Days817264897294
Down Capture-29%604%214%268%211%114%
Bmk -ve Days7132757109318
Stock -ve Days12243775149434

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CXAI
CXAI-73.8%123.0%-0.56-
Sector ETF (XLK)64.6%20.9%2.2926.6%
Equity (SPY)28.6%11.8%1.8228.0%
Gold (GLD)33.3%26.6%1.053.0%
Commodities (DBC)39.4%18.8%1.63-16.9%
Real Estate (VNQ)12.0%13.3%0.6019.3%
Bitcoin (BTCUSD)-40.5%42.3%-1.1129.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CXAI
CXAI-43.4%228.9%0.34-
Sector ETF (XLK)23.8%24.9%0.847.7%
Equity (SPY)14.1%17.0%0.656.1%
Gold (GLD)18.3%18.0%0.821.8%
Commodities (DBC)9.9%19.4%0.40-3.1%
Real Estate (VNQ)3.2%18.8%0.070.8%
Bitcoin (BTCUSD)10.4%54.7%0.397.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CXAI
CXAI-25.1%221.7%0.33-
Sector ETF (XLK)25.7%24.5%0.947.5%
Equity (SPY)15.6%17.9%0.745.9%
Gold (GLD)13.4%16.0%0.691.7%
Commodities (DBC)7.3%17.9%0.33-3.0%
Real Estate (VNQ)5.6%20.7%0.230.8%
Bitcoin (BTCUSD)63.9%66.9%1.037.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5152026
Short Interest: Shares Quantity6.5 Mil
Short Interest: % Change Since 430202671.5%
Average Daily Volume4.2 Mil
Days-to-Cover Short Interest1.5 days
Basic Shares Quantity45.2 Mil
Short % of Basic Shares14.4%

Earnings Returns History

Updated 6/3/2026
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/13/2026-1.0%25.8% 
5/20/2025-23.0%-25.9%-34.6%
SUMMARY STATS   
# Positive010
# Negative211
Median Positive 25.8% 
Median Negative-12.0%-25.9%-34.6%
Max Positive 25.8% 
Max Negative-23.0%-25.9%-34.6%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/13/202610-Q
12/31/202503/30/202610-K
09/30/202511/12/202510-Q
06/30/202508/13/202510-Q
03/31/202505/20/202510-Q
12/31/202404/07/202510-K
09/30/202411/12/202410-Q
06/30/202408/12/202410-Q
03/31/202405/31/202410-Q
12/31/202305/24/202410-K
09/30/202311/14/202310-Q
06/30/202308/14/202310-Q
12/31/202203/21/202310-K
09/30/202211/08/202210-Q
06/30/202208/10/202210-Q
03/31/202205/13/202210-Q
Core Cache Last Updated: 6/4/2026