Coda Octopus Group Inc (CODA)
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-09-04
$10.17+1.50%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-09-04
QuarterlyIQ Insights · CODA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -19.7% |
| Our one-year growth estimate | diamond | 19.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 39.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 56 industry peers
CODA — CFO transition
Dated 2026-07-06
Chief Financial Officer — Gayle Jardine: Gayle Jardine is retiring and Mark Kelly has been appointed as the new Chief Financial Officer.
Why it matters: Positive cash flow helps keep the company healthy. This is key for future investments.
Supportive ifCash flow from operations remains above $570M.
Worry ifCash flow from operations drops below $500M.
Why it matters: The new CFO's choices could impact financial stability and growth plans.
Watch forPositive financial results are expected in the next earnings call after the CFO change.
Also watch forNegative financial results are expected in the next earnings call after the CFO change.
Why it matters: Better sector performance may help CODA grow. This matters for how the market feels.
Supportive ifSector performance is getting better.
Worry ifSector performance keeps getting worse.
Why it matters: The new CFO will change how the company handles money. This is important during the transition.
Watch forManagement says the transition is going well. There are no problems with operations.
Also watch forManagement sees issues or problems because of the CFO transition.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$149 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $540 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,487 loss on $10,000 · 44.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Strong revenue growth would show that the company is maintaining its growth momentum. This is key for investor confidence.
Supportive ifQ3 revenue growth exceeds 10% year over year.
Worry ifQ3 revenue growth falls below 5% year over year.
Why it matters: The earnings report will show if revenue growth continues and if cash flow stays positive.
Watch forRevenue growth exceeds 10% year over year, showing strong performance.
Also watch forRevenue growth is under 5% year over year. This may show problems ahead.
Why it matters: The new CFO, Mark Kelly, may change financial strategies. This could affect investor confidence and company performance.
Watch forThe market is happy. Financial numbers get better after the CFO change.
Also watch forThe market is unhappy. Financial numbers do not get better after the change.
Why it matters: Mark Kelly's plan could shape Coda's financial direction after the CFO transition.
Watch forMark Kelly made a clear announcement about new financial plans.
Also watch forThere are no clear announcements about future financial plans.
Why it matters: Mark Kelly's insights could signal changes in financial strategy or priorities. Investors want to know how he plans to guide the company.
Watch forThe earnings call on September 14, 2026, had positive comments about financial plans and growth.
Also watch forThe earnings call was unclear. There were negative comments about financial health.
Why it matters: If the industrial sector shows renewed revenue growth, it could benefit CODA's performance. Investors will look for signs of recovery.
Supportive ifSector revenue growth speeds up and moves closer to past highs.
Worry ifSector revenue growth keeps slowing down.
Why it matters: The new CFO's choices may change how well the company does. It's important to watch this change.
Watch forThe new CFO shares a plan that boosts financial results.
Also watch forThe new CFO's strategy leads to financial metrics declining.
Why it matters: If the sector shows renewed growth, it may boost CODA's performance and outlook.
Supportive ifSector revenue growth speeds up to over 7% year over year.
Worry ifSector revenue growth remains below 5% year over year.
Why it matters: Better sector performance can increase investor trust in CODA's growth.
Supportive ifSector performance improves compared to peers in the next 60 days.
Worry ifSector performance worsens relative to peers over the next 60 days.
Why it matters: This call will show how the new CFO plans to manage finances. Investors will look for changes in financial strategy.
Watch forThe call on September 14, 2026, had good comments about the financial plan.
Also watch forNegative feedback or lack of clarity on financial plans during the same call.
Why it matters: The sector is maturing, and revenue growth is slowing. Re-acceleration could signal a stronger market.
Supportive ifCoda Octopus reports revenue growth above 5% in the next earnings call.
Worry ifCoda Octopus reports revenue growth below 5% in the next earnings call.