FUSEMACHINES INC (FUSE)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$0.28-20.24%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · FUSE
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 sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -68.3% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
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.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of — · Company calendar date is not available
FUSE — legal / regulatory event — Notice of Delisting or Failure to Satisfy Continued Listing Rule or Standard;…
Dated 2026-09-25
Notice of Delisting or Failure to Satisfy Continued Listing Rule or Standard; Transfer of Listing. As previously disclosed, on March 27, 2026, Fusemachines Inc. (the “Company”) received written notice from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Company no longer satisfied Nasdaq Listing Rule 5450(b)(2)(A), which requires the Company to maintain a minimum Market Value of Listed Securities (“MVLS”) of $50,000,000 (the “MVLS Requiremen…
Why it matters: Nasdaq said the share price stayed below $1 for 30 business days. A compliance notice would address this listing risk.
Worry ifNasdaq states that FUSE failed to meet the $1 minimum bid rule by its compliance deadline.
Less concerning ifNasdaq states that FUSE regained compliance with the $1 minimum bid rule.
Why it matters: Gross profit rose slightly from $948,000 in Q1 to $963,000 in Q2, even as revenue fell. Another rise would show this trend continued.
Supportive ifQ3 gross profit is above $963,000, the Q2 level.
Worry ifQ3 gross profit is below $948,000, the Q1 level.
Why it matters: Cash exercise could bring in up to $8.61 million for growth work. The release says this money depends on warrant exercise.
Supportive ifA company filing reports cash exercise of Meteora warrants at $4.20 per share.
Worry ifA filing shows no warrant cash came in, or the warrants expired without exercise.
Why it matters: Revenue fell from $1.88 million in Q1 to $1.79 million in Q2. A rise would show the AI growth plan is gaining sales.
Supportive ifQ3 revenue tops $1.88 million, above the Q1 level.
Worry ifQ3 revenue stays at or below $1.79 million, the Q2 level.
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 | ±$287 on $10,000 · ±2.9% | How much price usually moves either way. |
| Bad day | $1,111 loss on $10,000 · 11.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,964 loss on $10,000 · 89.6% | 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: The company also faced a separate Nasdaq rule tied to a $50 million market value. Another failure could put its listing at risk.
Worry ifNasdaq says FUSE failed to meet the $50 million market-value rule by its deadline.
Less concerning ifNasdaq confirms FUSE meets the $50 million rule or grants more time to comply.