Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
CXAPP INC (CXAI)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$1.19-22.73%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for CXAI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Manage capital by equity sales to support operations | A primary condition in CXAPP INC's published investment case. The stated target is Continue equity sales as needed to maintain liquidity. | Intact | Company fails to raise capital and liquidity tightens | Qualitative: Equity sales active (214k shares issued Aug-Oct 2026) Unregistered sales of 214,072 shares completed under Pre-Paid Purchase #4; Nasdaq delisting notice noted but capital access remains functional. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative growth business, not an established profitable compounder. The thesis is on watch: management has named cash-flow improvement and platform expansion as priorities, but confidence is low and operating losses remain large.
The evidence snapshot does not provide a valuation measure or show what the market already assumes, so a firm view on whether CXAI is cheap or expensive versus peers is not supported. The recent financial weakness and high risk are clear, but the expectations gap is also unclear from the available evidence.
Quarterly revenue rose from $950,000 in 2026-Q1 to $1,694,000 in 2026-Q2, while operating losses stayed near $4.1 million in both quarters. That points to revenue progress without clear movement toward operating break-even; the next print carries added uncertainty because the company missed its most recent quarter. Recent disclosures include an M&A agreement, a share buyback announcement, and an unregistered equity sale, but the snapshot gives too little detail to assess their financial effects.
The multi-year thesis depends on whether platform deployments lead to durable recurring revenue and whether efficiency gains move the company toward positive operating cash flow. Near term, rate cuts or stabilization among larger technology companies could support the sector backdrop, while GDP growth below 2% would be a sector risk. The evidence for how these factors affect CXAI specifically is limited.
Over the next 1 to 3 years, CXAI’s thesis hinges on turning revenue growth into durable recurring business and reducing losses; current evidence shows progress on revenue, but not yet on profitability. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Management stability after CFO and auditor changes | The CEO and auditor changes are risks but may lead to better management. | Intact | Additional key executive or auditor departures occur | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth after Engine Room acquisition | CXApp completed buying Engine Room Applications to grow AI services. | Improving | Revenue falls below $6M in FY26 or $13M in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.17 → $-3.31 · observed estimates
$0.01B → $0.01B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-25 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-26 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-27 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-28 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-29 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-30 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-07-31 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-01 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-02 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-03 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-04 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-05 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-06 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-07 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-08 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-09 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-10 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-11 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-12 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-13 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-14 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-15 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-16 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-17 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-18 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-19 | $-0.17 | $13,000,000 | 1 / 1 |
| 2026-08-20 | $-8.50 | $13,000,000 | 1 / 1 |
| 2026-08-21 | $-8.50 | $13,000,000 | 1 / 1 |
| 2026-08-22 | $-8.50 | $13,000,000 | 1 / 1 |
| 2026-08-23 | $-8.50 | $13,000,000 | 1 / 1 |
| 2026-08-24 | $-8.50 | $13,000,000 | 1 / 1 |
| 2026-08-25 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-08-26 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-08-27 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-08-28 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-08-29 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-08-30 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-08-31 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-01 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-02 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-03 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-04 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-05 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-06 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-07 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-08 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-09 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-10 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-11 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-12 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-13 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-14 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-15 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-16 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-17 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-18 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-19 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-20 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-21 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-22 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-23 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-24 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-25 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-26 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-27 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-28 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-29 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-09-30 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-01 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-02 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-03 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-04 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-05 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-06 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-07 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-08 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-09 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-10 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-11 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-12 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-13 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-14 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-15 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-16 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-17 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-18 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-19 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-20 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-21 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-22 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-23 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-24 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-25 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-26 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-27 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-28 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-29 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-30 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-10-31 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-11-01 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-11-02 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-11-03 | $-3.31 | $15,000,000 | 1 / 1 |
| 2026-11-04 | $-3.31 | $15,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.