eGain Corp. (EGAN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · EGAN
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 | -56.5% |
| Our one-year growth estimate | diamond | 1.5% |
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 2026-11-04.
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 58.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers
EGAN — officer change
Dated 2026-11-05
CEO — Ashutosh Roy: The filing discloses the approval of variable annual cash compensation for executive officers, which is a compensation arrangement rather than a change in management personnel.
Why it matters: eGain reported $21.2 million of operating cash flow in fiscal 2026. A drop would weaken the recent cash-generation trend.
Worry ifFiscal 2027 operating cash flow is below $21.2 million.
Less concerning ifFiscal 2027 operating cash flow reaches or exceeds $21.2 million.
Why it matters: AI customer revenue grew 20% for fiscal 2026, but growth slowed to 11% in Q4. The next report tests if demand holds.
Supportive ifQ1 fiscal 2027 AI customer revenue reaches or tops $13.7 million, the low end of guidance.
Worry ifQ1 fiscal 2027 AI customer revenue falls below $13.7 million.
Why it matters: Fiscal 2027 revenue guidance points to a decline from fiscal 2026. A Q1 miss would add to that pressure.
Worry ifQ1 fiscal 2027 total revenue comes in below $20.9 million, the low end of guidance.
Less concerning ifQ1 fiscal 2027 total revenue reaches or tops $20.9 million.
Why it matters: Gartner named eGain a Leader in its first report on customer service knowledge systems. More AI ARR growth would show that demand is turning into recurring sales.
Supportive ifAI customer ARR grows faster than 13% year over year, above the fiscal 2026 growth rate.
Worry ifAI customer ARR grows at 13% or less year over year.
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 | ±$141 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $561 loss on $10,000 · 5.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,645 loss on $10,000 · 66.5% | 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.