Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
NYSEInformation 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
0.53 → 0.53 EPS · FY ending Jan 31, 2028 · 6 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 6 to 6; 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 CXM yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Execute $200 million stock repurchase program | A supporting condition in Sprinklr, Inc.'s published investment case. The stated target is Complete $200 million repurchase. | Intact | Repurchase program is canceled or materially delayed | 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. Management context |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed 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.
CXM is a steady-growth enterprise software business, not a high-growth story based on the evidence provided. Its long-term thesis is intact, while the overall signal has shifted from mildly favorable to mixed.
The valuation evidence is mixed: one measure points to CXM being cheap versus peers, while another shows a sizable premium. The model labels expectations as justified, with low fragility, but confidence is medium and the evidence does not show that the market is assuming a large growth surge.
Near term, recent results were in line, and revenue grew modestly year over year, led by subscription growth. Over the multi-year view, revenue execution is on track, but operating income has declined and cash flow has varied, leaving margin improvement and cash generation as watch points.
The unfavorable scenario is a reversal and cut to guidance after the recent increase, which could damage management credibility. Favorable conditions would include lower interest rates and stabilization among large technology peers, while the core company test remains steady growth alongside improved operating performance.
The 1-to-3-year thesis remains intact, but the mixed signal, elevated risk, and conflicting valuation measures call for attention to margins, cash flow, and 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.
Stated in 1 of 3 supplied quarters. Management reported: “We intend to execute a $125 million Accelerated Share Repurchase imminently, which reflects the Company's balance sheet strength and free cash flow generation NEW YORK, New York--March 11, 2026--Sprinklr (NYSE: CXM), the unified customer experience management (Unified-CXM) platform for modern enterprises, today reported financial results for its fourth quarter and fiscal year ended January 31, 2026.”
Free cash flow near $65.8 million in Q1 2027 | Free cash flow stays strong near $65.8 million. | Intact | Free cash flow falls below $50 million in 2027-Q1 | Free cash flow: $17.797M FY2027-Q2; GAAP. Published target: >= $65 million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Sep 3, 202617,797,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
GAAP operating income positive and improving, at least $10.6 million in Q1 2027 | A primary condition in Sprinklr, Inc.'s published investment case. The stated target is >= $10.6 million. | Improving | Operating income falls below $0 in 2027-Q1 | 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. Management contextStated in 1 of 3 supplied quarters. Management reported: “We strengthened the quality of our customer engagements, advanced our innovation leadership, expanded operating margins, and delivered strong free cash flow,” said Sprinklr President and CEO, Rory Read.” Operating income was $9.957 million in 2027-Q2. Delivery assessment Nov 4, 2026 |
Total revenue growth to at least $219.5 million in Q1 2027 | A primary condition in Sprinklr, Inc.'s published investment case. The stated target is >= $219.5 million. | Intact | Total revenue falls below $205 million in 2027-Q1 | Revenue: $213.743M FY2027-Q2; GAAP. Published target: >= $219.5 million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Sep 3, 2026213,743,000 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. |
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.
$0.54 → $0.53 · observed estimates
$0.90B → $0.90B · 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 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-25 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-26 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-27 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-28 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-29 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-30 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-07-31 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-01 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-02 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-03 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-04 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-05 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-06 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-07 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-08 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-09 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-10 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-11 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-12 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-13 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-14 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-15 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-16 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-17 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-18 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-19 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-20 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-21 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-22 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-23 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-24 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-25 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-26 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-27 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-28 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-29 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-30 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-08-31 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-09-01 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-09-02 | $0.54 | $901,939,882 | 6 / 6 |
| 2026-09-03 | $0.54 | $897,459,682 | 6 / 6 |
| 2026-09-04 | $0.54 | $897,459,682 | 6 / 6 |
| 2026-09-05 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-06 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-07 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-08 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-09 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-10 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-11 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-12 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-13 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-14 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-15 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-16 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-17 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-18 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-19 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-20 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-21 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-22 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-23 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-24 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-25 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-26 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-27 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-28 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-29 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-09-30 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-01 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-02 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-03 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-04 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-05 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-06 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-07 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-08 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-09 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-10 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-11 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-12 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-13 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-14 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-15 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-16 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-17 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-18 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-19 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-20 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-21 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-22 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-23 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-24 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-25 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-26 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-27 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-28 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-29 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-30 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-10-31 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-11-01 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-11-02 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-11-03 | $0.53 | $897,459,682 | 6 / 6 |
| 2026-11-04 | $0.53 | $897,459,682 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 5 Hold · 1 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.
Dec 2, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 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.