Tearsheet

eGain (EGAN)


Market Price (5/24/2026): $7.01 | Market Cap: $192.2 Mil
Sector: Information Technology | Industry: Technology Hardware, Storage & Peripherals

eGain (EGAN)


Market Price (5/24/2026): $7.01
Market Cap: $192.2 Mil
Sector: Information Technology
Industry: Technology Hardware, Storage & Peripherals

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

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 20%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 16%, FCF Yield is 7.1%

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 -40%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32%

Megatrend and thematic drivers
Megatrends include Artificial Intelligence, and Cloud Computing. Themes include AI Software Platforms, and Software as a Service (SaaS).

Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -73%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.5%

Key risks
EGAN key risks include [1] intense competition from larger, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 20%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 16%, FCF Yield is 7.1%
1 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 -40%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%
3 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32%
4 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, and Cloud Computing. Themes include AI Software Platforms, and Software as a Service (SaaS).
5 Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -73%
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.5%
7 Key risks
EGAN key risks include [1] intense competition from larger, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

eGain (EGAN) stock has lost about 30% since 1/31/2026 because of the following key factors:

1. Lowered Fiscal Year 2026 Revenue Guidance and Weak Q4 Forecast.

Despite reporting higher-than-expected earnings and revenues for both Q2 ($23.0 million) and Q3 ($22.5 million) fiscal 2026, eGain slightly reduced the upper end of its full-year fiscal 2026 total revenue guidance from $92.0 million to $91.0 million. Additionally, the company's revenue guidance for the upcoming Q4 fiscal 2026 was set between $21.5 million and $22.0 million, which is lower than both the Q2 and Q3 reported revenues. This indicates a potential deceleration in revenue growth, leading to investor concern.

2. Deteriorating Analyst Sentiment and Revised Future Earnings Expectations.

Even with consistent earnings beats in Q2 (reporting $0.11 EPS vs. $0.07-$0.08 estimated) and Q3 (reporting $0.11 EPS vs. $0.07 estimated) fiscal 2026, the stock experienced a decline. This was likely influenced by a shift in analyst sentiment, with the average brokerage recommendation moving towards a "Hold" rating by May 2026. Furthermore, some analysts significantly lowered their future earnings per share (EPS) forecasts, modeling near $0 EPS for the current and next fiscal years by May 6, 2026, despite actual beats. This bearish outlook on future profitability, despite recent performance, likely contributed to the stock's downward trend.

Show more
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The -31.8% change in EGAN stock from 1/31/2026 to 5/23/2026 was primarily driven by a -37.9% change in the company's P/E Multiple.
(LTM values as of)13120265232026Change
Stock Price ($)10.277.00-31.8%
Change Contribution By: 
Total Revenues ($ Mil)90922.3%
Net Income Margin (%)38.2%41.7%9.1%
P/E Multiple8.05.0-37.9%
Shares Outstanding (Mil)2727-1.7%
Cumulative Contribution-31.8%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/23/2026
ReturnCorrelation
EGAN-31.8% 
Market (SPY)8.1%36.2%
Sector (XLK)25.5%36.6%

Fundamental Drivers

The -51.5% change in EGAN stock from 10/31/2025 to 5/23/2026 was primarily driven by a -59.1% change in the company's P/E Multiple.
(LTM values as of)103120255232026Change
Stock Price ($)14.427.00-51.5%
Change Contribution By: 
Total Revenues ($ Mil)88924.3%
Net Income Margin (%)36.5%41.7%14.3%
P/E Multiple12.25.0-59.1%
Shares Outstanding (Mil)2727-0.3%
Cumulative Contribution-51.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/23/2026
ReturnCorrelation
EGAN-51.5% 
Market (SPY)9.9%41.9%
Sector (XLK)20.3%37.4%

Fundamental Drivers

The 36.2% change in EGAN stock from 4/30/2025 to 5/23/2026 was primarily driven by a 758.3% change in the company's Net Income Margin (%).
(LTM values as of)43020255232026Change
Stock Price ($)5.147.0036.2%
Change Contribution By: 
Total Revenues ($ Mil)89923.6%
Net Income Margin (%)4.9%41.7%758.3%
P/E Multiple34.05.0-85.3%
Shares Outstanding (Mil)29274.2%
Cumulative Contribution36.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/23/2026
ReturnCorrelation
EGAN36.2% 
Market (SPY)36.0%33.1%
Sector (XLK)72.8%29.3%

Fundamental Drivers

The -4.6% change in EGAN stock from 4/30/2023 to 5/23/2026 was primarily driven by a -13.4% change in the company's P/S Multiple.
(LTM values as of)43020235232026Change
Stock Price ($)7.347.00-4.6%
Change Contribution By: 
Total Revenues ($ Mil)9892-5.7%
P/S Multiple2.42.1-13.4%
Shares Outstanding (Mil)322716.8%
Cumulative Contribution-4.6%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/23/2026
ReturnCorrelation
EGAN-4.6% 
Market (SPY)86.3%30.9%
Sector (XLK)144.2%27.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EGAN Return-15%-10%-8%-25%65%-33%-42%
Peers Return27%-49%26%84%-35%-2%-4%
S&P 500 Return27%-19%24%23%16%9%98%

Monthly Win Rates [3]
EGAN Win Rate67%58%33%42%50%0% 
Peers Win Rate55%25%59%56%35%48% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
EGAN Max Drawdown-32%-45%-42%-42%-38%-43% 
Peers Max Drawdown-19%-52%-28%-48%-48%-27% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: S, BGIN, BMR, VTIX, AAPL.
[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 5/22/2026 (YTD)

How Low Can It Go

EventEGANS&P 500
2025 US Tariff Shock
  % Loss-14.0%-18.8%
  % Gain to Breakeven16.2%23.1%
  Time to Breakeven26 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-13.3%-9.5%
  % Gain to Breakeven15.3%10.5%
  Time to Breakeven59 days24 days
2023 SVB Regional Banking Crisis
  % Loss-25.0%-6.7%
  % Gain to Breakeven33.3%7.1%
  Time to Breakeven852 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-27.3%-24.5%
  % Gain to Breakeven37.6%32.4%
  Time to Breakeven119 days427 days
2020 COVID-19 Crash
  % Loss-50.0%-33.7%
  % Gain to Breakeven99.8%50.9%
  Time to Breakeven51 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-30.7%-19.2%
  % Gain to Breakeven44.2%23.8%
  Time to Breakeven46 days105 days

Compare to S, BGIN, BMR, VTIX, AAPL

In The Past

eGain's stock fell -14.0% during the 2025 US Tariff Shock. Such a loss loss requires a 16.2% 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.

EventEGANS&P 500
2023 SVB Regional Banking Crisis
  % Loss-25.0%-6.7%
  % Gain to Breakeven33.3%7.1%
  Time to Breakeven852 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-27.3%-24.5%
  % Gain to Breakeven37.6%32.4%
  Time to Breakeven119 days427 days
2020 COVID-19 Crash
  % Loss-50.0%-33.7%
  % Gain to Breakeven99.8%50.9%
  Time to Breakeven51 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-30.7%-19.2%
  % Gain to Breakeven44.2%23.8%
  Time to Breakeven46 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-56.2%-3.7%
  % Gain to Breakeven128.5%3.9%
  Time to Breakeven181 days6 days
2014-2016 Oil Price Collapse
  % Loss-53.4%-6.8%
  % Gain to Breakeven114.8%7.3%
  Time to Breakeven1012 days15 days
2013 Taper Tantrum
  % Loss-24.3%-0.2%
  % Gain to Breakeven32.1%0.2%
  Time to Breakeven1414 days1 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-29.5%-15.4%
  % Gain to Breakeven41.8%18.2%
  Time to Breakeven1 days125 days
2008-2009 Global Financial Crisis
  % Loss-51.0%-53.4%
  % Gain to Breakeven104.0%114.4%
  Time to Breakeven44 days1085 days
Summer 2007 Credit Crunch
  % Loss-26.7%-8.6%
  % Gain to Breakeven36.4%9.5%
  Time to Breakeven14 days47 days

Compare to S, BGIN, BMR, VTIX, AAPL

In The Past

eGain's stock fell -14.0% during the 2025 US Tariff Shock. Such a loss loss requires a 16.2% 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 eGain (EGAN)

eGain Corporation develops, licenses, implements, and supports customer service infrastructure software solutions in North America, Europe, the Middle East, Africa, and the Asia Pacific. It provides unified cloud software solutions to automate, augment, and orchestrate customer engagement. It also offers subscription services that provides customers with access to its software on a cloud-based platform; and professional services, such as consulting, implementation, and training services. It serves customers in various industry sectors, including the financial services, telecommunications, retail, government, healthcare, and utilities. The company was incorporated in 1997 and is headquartered in Sunnyvale, California.

AI Analysis | Feedback

Here are 1-3 brief analogies for eGain (EGAN):

  • Zendesk for enterprise customer service automation.
  • Salesforce's Service Cloud, but specialized in automating customer engagement.
  • A ServiceNow for external customer service operations.

AI Analysis | Feedback

  • Unified Cloud Software Solutions: These are eGain's core software products designed to automate, augment, and orchestrate customer engagement for various industries.
  • Subscription Services: These services provide customers with access to eGain's cloud-based software platform.
  • Professional Services: This category includes consulting, implementation, and training services to help customers effectively use eGain's software solutions.

AI Analysis | Feedback

eGain (EGAN) primarily sells its customer service infrastructure software solutions to other companies (B2B).

Based on eGain's public filings, including its latest Form 10-K, the company operates with a diversified customer base. No single customer accounts for 10% or more of its total revenue. Consequently, specific names of individual "major customers" are not publicly disclosed by the company.

eGain serves companies across various industry sectors, which include:

  • Financial Services
  • Telecommunications
  • Retail
  • Government
  • Healthcare
  • Utilities

These sectors represent the categories of organizations that utilize eGain's software solutions.

AI Analysis | Feedback

  • Amazon.com, Inc. (Symbol: AMZN)
  • Alphabet Inc. (Symbol: GOOGL)

AI Analysis | Feedback

Ashutosh Roy, Chairman and Chief Executive Officer

Ashutosh Roy is a co-founder of eGain and has served as its Chief Executive Officer and Chairman since 1997. Prior to eGain, he co-founded WhoWhere? Inc., an internet service company, and served as its Chairman from 1995 to 1997. WhoWhere? Inc. was later acquired by Lycos, Inc. He also co-founded Parsec Technologies, an international call center software company based in India, from 1993 to 1995. Earlier in his career, he held software engineering positions at Digital Equipment Corp.

Eric Smit, Chief Financial Officer

Eric Smit brings over 15 years of finance and operations experience to his role as Chief Financial Officer at eGain. Before joining eGain, he was the Director of Finance at WhoWhere? Inc. He also served as Vice President of Operations and Chief Financial Officer at Velocity Inc., a software game publisher and developer. Additionally, Smit was a Controller for Reference Software International until its acquisition by WordPerfect Corp. His career began in accounting at Laticorp, Inc. and Centennial Savings and Loan.

Gunjan Sinha, Co-founder and Board Member

Gunjan Sinha is a co-founder of eGain Corporation and served as its President from 1998 to 2003. He is also a founder of WhoWhere? Inc., an internet directory services company that was acquired by Lycos in 1998. Sinha also co-founded Viman Software, Inc. and Parsec Technologies Pvt Ltd. He currently serves as the Executive Chairman of MetricStream. Sinha has served on the boards of several venture-backed technology companies.

Vishal Nehru, Senior Vice President, Worldwide Sales and Customer Success

Vishal Nehru has over two decades of leadership experience in strategic sales, customer success, and professional services. At eGain, he leads worldwide sales and customer success, focusing on driving customer experience transformation and business value acceleration for global enterprises. He combines technical expertise with a consultative approach, built on a foundation in software engineering.

Rao Jadcherla Chandrasekhar (JC), Senior Vice President, Products and Services

JC joined eGain in 1999 within the Products Group. He held various positions in Product Engineering, Product Management, and Project Management before moving to the Customer Success Team in 2013, where he was responsible for Worldwide Technical Support and Cloud Operations. In 2015, he also took on the responsibility for Worldwide Professional Services. Before eGain, JC worked in software development at TIBCO, Silicon Graphics, and Intergraph.

AI Analysis | Feedback

Key Business Risks for eGain (EGAN)

The key risks for eGain Corporation (EGAN) primarily revolve around intense competition in a dynamic market, challenges in customer retention and sales, and dependencies on third-party infrastructure and evolving regulations.

1. Intense Competition and Lack of Scale: eGain operates in a highly competitive customer engagement and AI knowledge market, contending with significantly larger and well-resourced players such as Salesforce and Microsoft. These industry giants possess greater financial capacity for research and development, marketing, and global expansion, posing a constant threat of out-innovation and out-marketing. eGain, with a total revenue of $88.43 million in fiscal year 2025, is a comparatively small entity. The market also faces a notable threat of substitutes, where potential customers may opt for broader customer relationship management (CRM) tools that are "good enough" or choose to develop in-house solutions.

2. Customer Churn and Extended Sales Cycles: The company has faced declining revenue and worsening operational results due to significant customer churn. For instance, in fiscal year 2024, two major clients opted not to renew their contracts, negatively impacting eGain's Annual Recurring Revenue (ARR). The sales cycles for eGain's solutions are often lengthy, ranging from nine to twelve months, due to increasing deal complexity and the requirement for cross-functional decision-making by clients. These factors contribute to revenue instability and hinder near-term growth prospects.

3. Reliance on Cloud Infrastructure and Evolving AI Regulations: eGain's operations are heavily dependent on major cloud infrastructure providers like Amazon Web Services (AWS) for hosting its platform. This reliance gives significant bargaining power to these suppliers, potentially exposing eGain to increased costs for cloud services. Furthermore, the company is subject to evolving data privacy laws, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), which necessitate compliance efforts and associated costs. The rapidly changing regulatory landscape concerning artificial intelligence also presents risks related to algorithmic integrity, data bias, and potential legal liabilities.

AI Analysis | Feedback

The rapid advancement and integration of Artificial Intelligence (AI), particularly generative AI, into broader enterprise software platforms and specialized AI-first customer engagement solutions. This trend allows larger technology companies to offer comprehensive, AI-powered customer service capabilities directly within their existing platforms (e.g., CRM, cloud services), potentially diminishing the need for specialized, standalone customer service infrastructure software. Simultaneously, the emergence of AI-first startups focused purely on intelligent automation and personalized customer interactions, often leveraging sophisticated language models, poses a direct threat by offering potentially more agile, integrated, or cost-effective solutions for customer engagement automation, augmentation, and orchestration.

AI Analysis | Feedback

eGain Corporation operates in several interconnected addressable markets related to customer service, customer engagement, and cloud-based software solutions, with a particular focus on AI Knowledge.

The estimated addressable markets for eGain's main products and services are as follows:

  • AI Knowledge: eGain estimates the total addressable market for AI Knowledge to be over $20 billion globally, with roughly $5 billion attributed to Customer Service and more than $10 billion to Enterprise Service.
  • Global Customer Service Market: eGain positions itself within a broader global customer service market, which it values at an annual $1.5 trillion.
  • Customer Service Software Market: The global customer service software market was valued at approximately $14.9 billion in 2024 and is projected to grow to $68.19 billion by 2032. Another estimate places the global market at $10.95 billion in 2025, expected to reach $26.3 billion by 2030. For the U.S., the customer service software market is estimated at $17.9 billion in 2025 and is anticipated to reach $30.6 billion by 2035.
  • Customer Engagement Solutions Market: The global customer engagement solutions market was valued at $24.4 billion in 2024 and is projected to grow to $54.7 billion by 2032. Other estimates indicate the market was $29.39 billion in 2025 and is expected to reach approximately $86.39 billion by 2035. The North America customer engagement solutions market was valued at $9.17 billion in 2025 and is expected to reach around $28.04 billion by 2035.
  • Cloud-Based Customer Service Software Market: The global cloud-based customer service software market is projected to reach an estimated $11.01 billion by 2025.
  • Customer Experience Management (CEM) Market: The global customer experience management market was estimated at $15.55 billion in 2025 and is projected to reach $47.72 billion by 2033. Another source estimates the global market at $22.35 billion in 2025, growing to $84.22 billion by 2034. The North America CEM market held the largest revenue share of 42.4% in 2025. The U.S. customer experience management market size was $5.50 billion in 2025 and is projected to reach around $22.12 billion by 2035.
  • Cloud-based Contact Center Market: The global cloud-based contact center market was valued at $28.23 billion in 2024 and is projected to grow to $160.47 billion by 2033. Another estimate places the global market at $31.20 billion in 2024, predicted to increase to approximately $222.91 billion by 2034. The U.S. cloud-based contact center market size was $8.95 billion in 2024 and is predicted to cross $65.22 billion by 2034.
  • Customer Relationship Management (CRM) Market (Customer Service Segment): The customer service segment constituted 23.5% of the U.S. CRM market in 2022. The overall U.S. CRM market was valued at $20.50 billion in 2022 and is expected to grow to $51.53 billion by 2030. The global CRM market reached $112.91 billion in 2025 and is expected to reach $262.74 billion by 2032.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for eGain (EGAN) over the next 2-3 years:

  1. Accelerated Adoption and Expansion of the AI Knowledge Hub: eGain's flagship AI Knowledge Hub is consistently highlighted as a significant growth engine. The company has seen substantial year-over-year growth in its Annual Recurring Revenue (ARR) for the AI Knowledge Hub, including a 27% increase in Q2 2026 and a 23% increase in Q1 2026. Management emphasizes strong market momentum and increasing adoption of this solution, driven by enterprises prioritizing trusted AI for customer service and recognizing knowledge management as a foundational element for effective generative AI in this sector.
  2. Introduction and Monetization of New AI-Enhanced Products: eGain has been actively innovating and expanding its AI product portfolio. The company unveiled three new AI products at its Solve25 event, which have generated significant customer and partner interest. The introduction of these new AI-enhanced products is expected to stimulate demand and drive future revenue growth by offering advanced solutions for customer engagement.
  3. Growth in Customer Acquisition and Improved Net Retention for AI-Powered Solutions: eGain is demonstrating success in both attracting new customers and expanding its relationships with existing ones, particularly within its AI Knowledge segment. New logo wins and Request for Proposal (RFP) counts for AI Knowledge increased by 50% in fiscal year 2024. Furthermore, the AI Knowledge net retention rate reached 116% in Q2 2026, and the AI Knowledge expansion rate increased to 119%, indicating that existing customers are increasing their spending with eGain's AI-driven offerings.
  4. Strategic Investment in AI Product Development (R&D): To maintain and extend its leadership in the AI infrastructure market, eGain plans to modestly increase its product development investments. The company expects its Research & Development (R&D) spending in fiscal year 2026 to grow by approximately 6% year-over-year. This strategic investment is aimed at continuous innovation, supporting the introduction of new AI products, and enhancing existing solutions to meet evolving market demands and drive future revenue.

AI Analysis | Feedback

Share Repurchases

  • eGain increased its stock repurchase program by $20 million to a total authorization of $60 million on September 4, 2025.
  • As of September 3, 2025, approximately $39.8 million of common stock had been repurchased under the program, leaving about $0.2 million available for future repurchases after the increase.
  • For the fiscal year ended June 30, 2025, eGain repurchased approximately 2,616,000 shares, totaling $15.8 million at an average price of $6.03 per share.

Share Issuance

  • On August 14, 2025, eGain issued a warrant to JPMC Strategic Investments I Corporation to acquire 500,000 shares of its common stock at an exercise price of $7.10 per share.
  • The total number of shares outstanding decreased by -6.88% in one year.

Inbound Investments

  • eGain issued a warrant to JPMC Strategic Investments I Corporation in August 2025, allowing JPMC to acquire 500,000 shares of common stock and including a board observer agreement.

Outbound Investments

  • eGain Corporation has indicated its strategic intent to periodically make investments in, or acquisitions of, complementary businesses, joint ventures, services, technologies, and intellectual property rights, and expects this to continue.

Capital Expenditures

  • Capital expenditures in the last 12 months (prior to February 2026) were approximately -$775,000.
  • For the most recent reported quarter (Q2 2026, ending December 31, 2025), capital expenditures totaled -$0.22 million.

Better Bets vs. eGain (EGAN)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1eGain Earnings Notes12/16/2025
2How Low Can eGain Stock Really Go?10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to EGAN.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
PLTR_4302026_Monopoly_xInd_xCD_Getting_Cheaper04302026PLTRPalantir TechnologiesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.0%0.0%0.0%
ADSK_4102026_Dip_Buyer_FCFYield04102026ADSKAutodeskDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
8.5%8.5%0.0%
BSY_4102026_Dip_Buyer_FCFYield04102026BSYBentley SystemsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
4.2%4.2%0.0%
ENPH_4102026_Dip_Buyer_ValueBuy04102026ENPHEnphase EnergyDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.7%5.7%0.0%
BL_4102026_Dip_Buyer_High_CFO_Margins_ExInd_DE04102026BLBlackLineDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
3.2%3.2%-3.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EGANSBGINBMRVTIXAAPLMedian
NameeGain Sentinel.BGIN Blo.Beamr Im.Virtuix Apple  
Mkt Price7.0018.713.341.863.32308.825.17
Mkt Cap0.26.3---4,531.46.3
Rev LTM921,001--4451,442547
Op Inc LTM10-309---8147,3661
FCF LTM1452---7129,17433
FCF 3Y Avg10-10---109,86010
CFO LTM1477---7140,22246
CFO 3Y Avg1114---120,11414

Growth & Margins

EGANSBGINBMRVTIXAAPLMedian
NameeGain Sentinel.BGIN Blo.Beamr Im.Virtuix Apple  
Rev Chg LTM5.2%21.9%---12.8%12.8%
Rev Chg 3Y Avg-1.5%33.8%---5.6%5.6%
Rev Chg Q7.1%20.2%---23.8%16.6%11.8%
QoQ Delta Rev Chg LTM1.6%4.8%---6.3%3.6%2.6%
Op Inc Chg LTM326.2%6.2%---15.7%15.7%
Op Inc Chg 3Y Avg208.2%8.4%---9.6%9.6%
Op Mgn LTM11.0%-30.9%---177.0%32.6%-9.9%
Op Mgn 3Y Avg7.1%-43.6%---31.8%7.1%
QoQ Delta Op Mgn LTM2.0%1.5%---11.3%0.3%0.9%
CFO/Rev LTM15.6%7.7%---158.8%31.1%11.6%
CFO/Rev 3Y Avg11.5%0.3%---29.1%11.5%
FCF/Rev LTM14.8%5.2%---160.8%28.6%10.0%
FCF/Rev 3Y Avg11.0%-2.7%---26.6%11.0%

Valuation

EGANSBGINBMRVTIXAAPLMedian
NameeGain Sentinel.BGIN Blo.Beamr Im.Virtuix Apple  
Mkt Cap0.26.3---4,531.46.3
P/S2.16.3---10.06.3
P/Op Inc18.9-20.3---30.718.9
P/EBIT18.9-20.3---30.718.9
P/E5.0-13.9---37.05.0
P/CFO13.381.8---32.332.3
Total Yield20.0%-7.2%---3.0%3.0%
Dividend Yield0.0%0.0%---0.3%0.0%
FCF Yield 3Y Avg5.3%0.0%---3.4%3.4%
D/E0.00.0---0.00.0
Net D/E-0.4-0.1---0.0-0.1

Returns

EGANSBGINBMRVTIXAAPLMedian
NameeGain Sentinel.BGIN Blo.Beamr Im.Virtuix Apple  
1M Rtn-4.4%34.4%-9.5%-3.1%-24.5%13.0%-3.7%
3M Rtn-25.5%44.3%19.7%10.1%-44.3%16.8%13.4%
6M Rtn-34.2%19.2%11.0%-3.1%-86.4%14.0%3.9%
12M Rtn26.6%-5.3%-32.7%-29.5%-86.4%58.8%-17.4%
3Y Rtn1.3%-5.9%-32.7%-18.8%-86.4%82.2%-12.3%
1M Excs Rtn-9.5%29.3%-14.6%-8.3%-29.7%7.9%-8.9%
3M Excs Rtn-34.1%42.0%8.3%1.4%-53.3%6.8%4.1%
6M Excs Rtn-45.8%3.6%-6.1%-17.6%-98.9%2.7%-11.9%
12M Excs Rtn3.0%-31.4%-60.5%-56.6%-114.3%25.5%-44.0%
3Y Excs Rtn-72.8%-77.7%-112.4%-79.7%-166.1%1.6%-78.7%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Software as a Service (SaaS) revenue85    
Professional services revenue88767
Subscription 90857266
Total9398927873


Price Behavior

Price Behavior
Market Price$7.00 
Market Cap ($ Bil)0.2 
First Trading Date09/23/1999 
Distance from 52W High-54.7% 
   50 Days200 Days
DMA Price$7.68$9.53
DMA Trendupdown
Distance from DMA-8.9%-26.6%
 3M1YR
Volatility48.5%68.2%
Downside Capture226.83231.98
Upside Capture51.40188.55
Correlation (SPY)30.6%35.9%
EGAN Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.371.401.542.171.951.19
Up Beta0.070.370.920.821.220.84
Down Beta3.890.800.942.592.441.29
Up Capture102%115%119%201%347%190%
Bmk +ve Days15223166141428
Stock +ve Days11182453118363
Down Capture1197%261%237%233%166%109%
Bmk -ve Days4183056108321
Stock -ve Days11253970129369

[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 EGAN
EGAN32.2%68.2%0.69-
Sector ETF (XLK)58.5%20.5%2.1330.9%
Equity (SPY)29.5%12.0%1.8635.8%
Gold (GLD)35.5%26.8%1.116.3%
Commodities (DBC)42.9%18.7%1.77-2.3%
Real Estate (VNQ)15.2%13.1%0.8217.2%
Bitcoin (BTCUSD)-31.3%41.8%-0.7821.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EGAN
EGAN-6.6%53.6%0.08-
Sector ETF (XLK)22.7%24.8%0.8030.8%
Equity (SPY)14.0%17.0%0.6432.9%
Gold (GLD)18.8%18.0%0.857.6%
Commodities (DBC)10.4%19.4%0.422.3%
Real Estate (VNQ)3.8%18.8%0.1022.7%
Bitcoin (BTCUSD)11.6%55.3%0.4118.4%

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 EGAN
EGAN8.0%63.6%0.39-
Sector ETF (XLK)25.3%24.4%0.9332.9%
Equity (SPY)15.7%17.9%0.7532.5%
Gold (GLD)13.0%16.0%0.675.0%
Commodities (DBC)7.8%17.9%0.3510.7%
Real Estate (VNQ)5.5%20.7%0.2321.6%
Bitcoin (BTCUSD)66.7%66.9%1.0614.8%

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

Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity1.1 Mil
Short Interest: % Change Since 415202613.9%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest7.1 days
Basic Shares Quantity27.4 Mil
Short % of Basic Shares4.1%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/14/2026-3.6%2.2% 
2/3/2026-0.1%4.4%-2.1%
9/4/20255.3%31.1%60.8%
5/14/20253.6%5.7%18.2%
2/13/2025-18.2%-18.8%-21.5%
9/5/2024-14.0%-19.7%-22.8%
5/9/2024-12.5%-7.1%-6.6%
2/8/2024-24.2%-21.6%-14.4%
...
SUMMARY STATS   
# Positive787
# Negative131212
Median Positive5.3%7.2%18.2%
Median Negative-11.6%-9.9%-15.7%
Max Positive26.8%31.1%60.8%
Max Negative-27.6%-32.0%-32.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/14/202610-Q
12/31/202502/03/202610-Q
09/30/202511/12/202510-Q
06/30/202509/12/202510-K
03/31/202505/14/202510-Q
12/31/202402/13/202510-Q
09/30/202411/12/202410-Q
06/30/202409/12/202410-K
03/31/202405/09/202410-Q
12/31/202302/08/202410-Q
09/30/202311/07/202310-Q
06/30/202309/14/202310-K
03/31/202305/11/202310-Q
12/31/202202/14/202310-Q
09/30/202211/14/202210-Q
06/30/202209/13/202210-K

Recent Forward Guidance [BETA]

Latest: Q3 2026 Earnings Reported 5/14/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2026 Revenue21.50 Mil21.75 Mil22.00 Mil-3.1% Lower NewGuidance: 22.45 Mil for Q3 2026
Q4 2026 Net Income-0.30 Mil50,0000.40 Mil-96.0% Lower NewGuidance: 1.25 Mil for Q3 2026
2026 Revenue90.50 Mil90.75 Mil91.00 Mil-0.5% LoweredGuidance: 91.25 Mil for 2026
2026 Net Income7.00 Mil7.40 Mil7.80 Mil41.0% RaisedGuidance: 5.25 Mil for 2026
2026 Adjusted EBITDA11.90 Mil12.15 Mil12.40 Mil4.3% RaisedGuidance: 11.65 Mil for 2026

Prior: Q2 2026 Earnings Reported 2/3/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Revenue22.20 Mil22.45 Mil22.70 Mil-0.4% LoweredGuidance: 22.55 Mil for Q2 2026
Q3 2026 GAAP Net Income1.00 Mil1.25 Mil1.50 Mil-13.8% LoweredGuidance: 1.45 Mil for Q2 2026
Q3 2026 Non-GAAP Net Income1.80 Mil2.05 Mil2.30 Mil-4.6% LoweredGuidance: 2.15 Mil for Q2 2026
Q3 2026 Adjusted EBITDA2.60 Mil2.85 Mil3.10 Mil-3.4% LoweredGuidance: 2.95 Mil for Q2 2026
2026 Revenue90.50 Mil91.25 Mil92.00 Mil0 AffirmedGuidance: 91.25 Mil for 2026
2026 GAAP Net Income4.50 Mil5.25 Mil6.00 Mil23.5% RaisedGuidance: 4.25 Mil for 2026
2026 Non-GAAP Net Income8.80 Mil9.55 Mil10.30 Mil5.5% RaisedGuidance: 9.05 Mil for 2026
2026 Adjusted EBITDA10.90 Mil11.65 Mil12.40 Mil4.5% RaisedGuidance: 11.15 Mil for 2026

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Smit, EricChief Financial OfficerDirectSell106202610.245,00051,2001,322,875Form
2Darukhanavala, Phiroz PDirectSell1208202510.6110,500111,41426,527Form
3Smit, EricChief Financial OfficerDirectSell1203202510.075,00050,3501,300,913Form
4Smit, EricChief Financial OfficerDirectSell1105202514.445,00072,2001,865,460Form
5Smit, EricChief Financial OfficerDirectSell1007202510.0015,000150,0001,291,870Form

Industry Resources

Technology Hardware, Storage & Peripherals Resources
The Verge
TechRadar
Tom’s Hardware
PCMag
CNET