Sprinklr, Inc. (CXM)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · CXM
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 | -54.3% |
| Our one-year growth estimate | diamond | 2.0% |
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 56.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 120 industry peers · Company calendar date is not available
CXM — earnings in line
Dated 2026-09-02
Results of Operations and Financial Condition. On September 2, 2026, Sprinklr, Inc. (the “Company”) issued a press release announcing, among other things, its financial results for the second quarter ended July 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 and incorporated herein by reference. The information contained in this report, including Exhibit 99.1 attached hereto, is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities…
Why it matters: A drop in cash flow may raise worries about money and efficiency.
Worry ifCash from operations fell a lot from $70.4 million last quarter.
Less concerning ifCash from operations goes up or stays the same from $70.4 million.
Why it matters: A drop in cash flow from operations may show problems with cash generation.
Worry ifNet cash from operations drops below $70 million in Q2 2026.
Less concerning ifNet cash from operations remains above $70 million in Q2 2026.
Why it matters: Better operating margins mean improved cost control and profit. This is important for growth.
Supportive ifGAAP operating margin is above 5% in Q2 2026.
Worry ifGAAP operating margin remains below 5% in Q2 2026.
Why it matters: This number shows how well the company makes cash. A drop could mean problems with operations or cash flow.
Worry ifNet cash from operations is over $70.4 million in Q1.
Less concerning ifNet cash from operating activities drops below $70.4 million in Q1.
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 | ±$180 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $460 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,995 loss on $10,000 · 40.0% | 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: Slowing RPO growth may mean lower revenue expectations in the future.
Worry ifRPO growth was below 5% compared to last year.
Less concerning ifRPO growth remains at or above 10% year-over-year.
Why it matters: As the new Chief Revenue Officer, his strategies could drive growth. Positive changes would support Sprinklr's growth narrative.
Supportive ifRevenue growth is over 7% year-over-year with Addis in charge.
Worry ifRevenue growth stops or falls with Addis in charge.
Why it matters: A higher operating income margin means better cost control and more profit. This helps long-term growth.
Supportive ifOperating income margin was above 6% in the next earnings release.
Worry ifOperating income margin was below 5% in the next earnings release.
Why it matters: The Information Technology sector is easing. A drop in revenue growth could signal broader issues for Sprinklr.
Worry ifSector revenue growth is lower than usual.
Less concerning ifSector revenue growth is higher than its usual level.
Why it matters: Updates on this program show management cares about shareholders. This can help the share price.
Supportive ifThey announced they bought back $125 million or more.
Worry ifThere are no updates or delays in the stock repurchase program.
Why it matters: Meeting or exceeding this target shows strong demand and growth in the subscription business.
Supportive ifQ3 subscription revenue reported at $197 million or higher.
Worry ifQ3 subscription revenue was less than $196 million.
Why it matters: This shows better cost management. It also shows more efficiency.
Supportive ifNon-GAAP operating income was more than $34.5 million.
Worry ifNon-GAAP operating income was less than $33.5 million.
Why it matters: Higher free cash flow shows strong cash generation, supporting growth and investments.
Supportive ifFree cash flow reported above $65 million.
Worry ifFree cash flow reported below $60 million.