Crexendo, Inc. (CXDO)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
$6.01+1.52%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · CXDO
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 | 49.8% |
| Our one-year growth estimate | diamond | 26.5% |
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.
A larger daily loss that occurred about once in every 20 trading days.
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 23.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 23 industry peers · Company calendar date is not available
CXDO — earnings in line
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, Crexendo, Inc. issued a press release, a copy of which is being furnished as Exhibit 99.1 hereto and is incorporated herein by reference. Pursuant to the rules and regulations of the Securities and Exchange Commission, such exhibit and the information set forth therein and herein shall be deemed “furnished” and not “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or incorporated by referenc…
Why it matters: Strong revenue growth shows that people still want Crexendo's services. This helps their $100M revenue goal.
Supportive ifQ2 revenue grew over 25% from last year. This shows strong operational momentum.
Worry ifQ2 revenue growth is below 20% from last year. This shows possible weakness in demand.
Why it matters: More use of AI products could create new revenue streams and improve market position.
Watch forAI-related revenue shows at least 20% growth in Q3.
Also watch forAI-related revenue remains flat or declines in Q3.
Why it matters: Successful integration shows the acquisition's value. It will help revenue growth.
Supportive ifESI's revenue contributions are over $1 million in Q3.
Worry ifESI's revenue contributions are under $500,000 in Q3.
Why it matters: Completing this acquisition is key for growth and may affect revenue trajectory. Investors will want to see progress.
Supportive ifLook for news about the acquisition being done. It will be part of Crexendo.
Worry ifWatch for delays or cancellation of the Estech Systems deal.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$204 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $534 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,355 loss on $10,000 · 43.5% | 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: Using the credit line for the acquisition will show strategic capital allocation. This could impact future growth.
Supportive ifLook for a public announcement about funds for the Estech Systems deal.
Worry ifNo announcement or delay in using the credit line for the acquisition.
Why it matters: Positive revenue growth in the sector may boost Crexendo's outlook and performance.
Supportive ifData shows sector revenue growth turns positive after a period of decline.
Worry ifSector revenue growth is still negative. This shows ongoing challenges.
Why it matters: Using the credit line for the Estech acquisition shows smart money use. It shows management wants to grow.
Supportive ifPublic announcement of funds from the $5M credit line being used for the acquisition.
Worry ifNo news on using the credit line for the acquisition.
Why it matters: Cash flow is important. It helps pay for future acquisitions and supports growth.
Worry ifCash flow from operations declines below $4 million for the next quarter.
Less concerning ifCash flow from operations remains above $4 million.
Why it matters: A positive market response may lead to future revenue growth from AI.
Watch forAI products get good reviews and early sales in Q3.
Also watch forAI offerings receive negative feedback or low sales in Q3.
Why it matters: Strong cash flow shows good financial health. It helps future growth plans.
Supportive ifCash flow from operations exceeds $4 million in Q3.
Worry ifCash flow from operations falls below $3 million in Q3.
Why it matters: Finishing this acquisition is key for growth. It could boost revenue and market position.
Supportive ifA press release confirms the acquisition is complete. It also shares integration plans.
Worry ifThere are more delays in the acquisition process. They may decide to abandon the deal.
Why it matters: Slowing revenue growth could signal challenges in maintaining the $100M annual revenue goal.
Worry ifQ3 total revenue growth is below 39% compared to last year.
Less concerning ifQ3 total revenue growth is above 39% compared to last year.
Why it matters: Good integration can boost revenue and help meet growth goals.
Supportive ifManagement says integration is going well. ESI has strong sales.
Worry ifIntegration slows down. ESI sales drop below what was expected.
Why it matters: Growing AI revenue could enhance overall growth and support long-term value creation.
Supportive ifAI revenue is seen as a key contributor in 2027.
Worry ifAI revenue stays small or does not grow.