Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Crexendo, Inc. (CXDO)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
$4.96-5.34%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 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
0.44 → 0.44 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CXDO 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 |
|---|---|---|---|---|
Utilize $5M credit line effectively for growth | The company secured a $5M credit line to fund the Estech Systems acquisition. | Intact | Credit line usage leads to financial distress or liquidity issues | 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. |
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 small-cap growth business with an acquisition component, not a proven durable compounder. The long-term thesis is intact, though the signal has shifted from mildly favorable to mixed.
The valuation evidence is mixed: one measure points to CXDO being cheap versus peers, while another shows a substantial peer premium. The expectations gap is negative, suggesting expectations are demanding; the overall priced-in tag is justified, with low measured fragility.
Near-term results show strong revenue growth, and management’s $100 million annual revenue trajectory remains on track; revenue reached $24.6 million in 2026-Q2, up 49% year over year. The Estech Systems acquisition is closed and integration is reported to be progressing well, while the credit facility was used as planned. Near-term risk remains high despite a quiet miss watch, and a guidance cut would be a meaningful setback.
The multi-year view hinges on sustaining revenue growth and integrating Estech Systems while progressing toward the stated revenue trajectory. Near term, guidance is a key swing factor: a cut would weaken the case, while rate cuts or continued strong results and higher guidance from sector bellwethers could support the sector backdrop.
Over the next 1 to 3 years, CXDO combines strong recent growth and on-track management priorities with high risk, a sector headwind, and conflicting peer-valuation signals. The thesis remains intact, but its strength depends on continued execution and steady guidance. 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.
| A primary condition in Crexendo, Inc.'s published investment case. The stated target is >=80.0 USD_MILLIONS. |
| Intact |
| Revenue falls below $68M in FY26 |
Revenue: $25.182M FY2026-Q3; GAAP. Published target: >=80.0 USD_MILLIONS. Target period ends 2026-12-31; this observation covers 2026-Q3. Nov 3, 202625,182,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “The Company's solutions currently support over eight million end users globally through its extensive global network of over 250 cloud communication platform software subscribers and its direct retail offering.” “Q3 saw us secure an additional 5 new licensees to bring our YTD total to 16 compared to 14 for all of 2025.” Revenue was $25.182 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Complete and integrate Estech Systems acquisition | The company secured a $5M credit line to fund the Estech Systems acquisition. | Intact | Acquisition fails or integration delays beyond 2026 | Acquisition completed & financed (May 2026) vs target by 2026-12-31 May 2026 credit agreement explicitly states proceeds finance the recent Estech Systems acquisition, confirming completion. 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. |
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.
$0.52 → $0.44 · observed estimates
$0.11B → $0.11B · 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 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-07-25 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-07-26 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-07-27 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-07-28 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-07-29 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-07-30 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-07-31 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-08-01 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-08-02 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-08-03 | $0.52 | $111,930,170 | 6 / 6 |
| 2026-08-04 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-08-05 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-08-06 | $0.52 | $111,970,233 | 4 / 4 |
| 2026-08-07 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-08 | $0.47 | $110,415,800 | 5 / 5 |
| 2026-08-09 | $0.44 | $110,488,170 | 6 / 6 |
| 2026-08-10 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-11 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-12 | $0.44 | $110,488,170 | 6 / 6 |
| 2026-08-13 | $0.44 | $110,488,170 | 6 / 6 |
| 2026-08-14 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-15 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-16 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-17 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-18 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-19 | $0.44 | $110,488,167 | 3 / 4 |
| 2026-08-20 | $0.44 | $110,488,167 | 4 / 4 |
| 2026-08-21 | $0.44 | $110,488,167 | 4 / 4 |
| 2026-08-22 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-23 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-24 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-25 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-26 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-27 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-28 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-29 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-30 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-08-31 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-01 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-02 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-03 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-04 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-05 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-06 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-07 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-08 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-09 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-10 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-11 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-12 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-13 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-14 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-15 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-16 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-17 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-18 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-19 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-20 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-21 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-22 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-23 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-24 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-25 | $0.44 | $110,479,714 | 4 / 4 |
| 2026-09-26 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-09-27 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-09-28 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-09-29 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-09-30 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-01 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-02 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-03 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-04 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-05 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-06 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-07 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-08 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-09 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-10 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-11 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-12 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-13 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-14 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-15 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-16 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-17 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-18 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-19 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-20 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-21 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-22 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-23 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-24 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-25 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-26 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-27 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-28 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-29 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-30 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-10-31 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-11-01 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-11-02 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-11-03 | $0.44 | $110,501,143 | 4 / 4 |
| 2026-11-04 | $0.44 | $110,501,143 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
0 raises · 0 cuts · 0 unchanged · 1 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.