8x8, Inc. (EGHT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$1.89-1.56%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
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 still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -66.5% |
| Our one-year growth estimate | diamond | 2.2% |
Growth built into the price is above our model estimate.
The price assumes 68.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
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.
Model as of 2026-09-04 · Compared with 120 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: This margin shows how well the company controls costs. It also shows how efficient operations are.
Supportive ifThe non-GAAP operating margin is between 8.5% and 9.5%.
Worry ifThe non-GAAP operating margin is less than 8.5%.
Why it matters: Falling below this threshold could signal a slowdown in growth momentum.
Worry ifTotal revenue reported for Q2 is below $185 million.
Less concerning ifTotal revenue reported for Q2 meets or exceeds $185 million.
Why it matters: Meeting the revenue target shows the company is on track for growth. This supports investor confidence.
Supportive ifQ1 revenue reported at or above $727 million.
Worry ifQ1 revenue reported below $727 million.
Why it matters: Increased AI adoption could drive future revenue growth and improve margins.
Supportive ifReports show a big rise in customer interactions with AI solutions.
Worry ifReports say customer interactions with AI solutions are not increasing. They may be decreasing.
Why it matters: This range shows if 8x8 can maintain revenue growth momentum. Consistent growth is key for investor confidence.
Supportive ifService revenue reported at $185 million or higher for Q2 fiscal 2027.
Worry ifService revenue reported below $180 million for Q2 fiscal 2027.
Why it matters: A drop below this level would indicate increasing margin pressure from the revenue mix.
Worry ifNon-GAAP gross margin reported below 60.5%.
Less concerning ifNon-GAAP gross margin reported at or above 60.5%.
Why it matters: Gross margin affects profitability. A drop below this level may raise concerns.
Worry ifNon-GAAP gross margin was over 60.5%. This shows better cost management.
Less concerning ifNon-GAAP gross margin was under 60.5%. This shows margin pressure.
Why it matters: Strong cash flow supports growth and financial health. Exceeding this amount shows positive momentum.
Supportive ifCash flow from operations reported above $11 million for Q2.
Worry ifCash flow from operations reported below $9 million for Q2.
Why it matters: Better AI adoption numbers will help the growth plan. This will boost revenue.
Supportive ifThere is an increase in AI usage or more customers using AI solutions.
Worry ifNo better numbers in AI adoption have been reported.
Why it matters: This range indicates if the company can sustain growth. It reflects overall business performance.
Supportive ifTotal revenue reported within the range of $727 million to $747 million.
Worry ifTotal revenue falls below $727 million.
Why it matters: If cash flow drops below this level, it may cause problems. This can hurt growth plans.
Worry ifCash flow from operations was less than $9 million.
Less concerning ifCash flow from operations reported at or above $9 million.
Why it matters: Guidance shows what management thinks will happen. A cut below this level means lower hopes.
Worry ifFiscal 2027 service revenue guidance is $707 million or more.
Less concerning ifFiscal 2027 service revenue guidance is less than $707 million.
Why it matters: Updates on AI adoption show how well 8x8 is meeting customer needs and driving growth.
Supportive ifManagement says many customers are using AI more with AI Studio.
Worry ifManagement says there is no clear growth in AI use among customers.
Why it matters: A drop in sector revenue growth could signal a slowdown for 8x8, Inc. and its peers.
Worry ifSector revenue growth has been below its median for two months.
Less concerning ifSector revenue growth remains above its median for the same period.
Why it matters: Improving cash flow shows better financial health and supports future investments. It is crucial for growth.
Supportive ifCash flow from operations reported at or above $45 million.
Worry ifCash flow from operations was less than $45 million.
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.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$300 on $10,000 · ±3.0% | How much price usually moves either way. |
| Bad day | $690 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.
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.