8x8, Inc. (EGHT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$2.25-0.44%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · EGHT
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 | -54.4% |
| Our one-year growth estimate | diamond | 3.3% |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
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 57.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 61 industry peers · Company calendar date is not available
EGHT — CFO appointment
Dated 2026-07-30
principal accounting officer — Colleen Martin-Garcia: Colleen Martin-Garcia was appointed as the principal accounting officer, replacing Kevin Kraus who returned to his role as Chief Financial Officer.
Why it matters: 8x8 has produced positive cash from operations for 22 straight quarters. A result below guidance would break the recent cash flow trend.
Worry ifCash flow from operations is below $9 million, below the low end of Q2 guidance.
Less concerning ifCash flow from operations is at or above $9 million, within or above guidance.
Why it matters: Paid AI use would show that new tools are gaining customer traction. 8x8 reported over 250 active customers and 75% conversion to paying users.
Supportive if8x8 reports that AI Studio has more than 250 active customers and keeps paid conversion at or above 75%.
Worry if8x8 reports fewer than 250 active customers or paid conversion below 75%.
Why it matters: Usage-based sales are growing, but they carry lower margins. A margin below guidance would show that this mix shift is weighing more on results.
Worry ifQ2 non-GAAP gross margin is below 60.5%, below the guided range.
Less concerning ifQ2 non-GAAP gross margin is at or above 60.5%, the low end of guidance.
Why it matters: The tech sector is still growing, but its growth trend is easing. 8x8's own full-year range implies slower growth than its latest quarter.
Worry ifFiscal 2027 total revenue grows less than 3% year over year, below the low end of the $745 million to $765 million range.
Less concerning ifFiscal 2027 total revenue reaches at least $745 million, at or above the low end of guidance.
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 | ±$263 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $685 loss on $10,000 · 6.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,130 loss on $10,000 · 41.3% | 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.