System1 Inc (SST)
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-11-04
$1.76-0.56%
Close 2026-11-04 · 1-day change
NYSEIndustrialsSoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · SST
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 | -89.7% |
| Our one-year growth estimate | diamond | -9.4% |
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 2026-11-04.
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 80.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 36 industry peers · Company calendar date is not available
SST — COO transition
Dated 2026-10-30
President and Chief Operating Officer — Charles Ursini: The voluntary resignation of the President and COO represents a significant loss of senior executive leadership, despite the individual remaining on the board.
Why it matters: The COO resigned on October 30. A named successor would help show who will lead day-to-day work during the business reset.
Watch forSystem1 names a permanent COO or states that an executive has taken on the role.
Also watch forA later company filing says the COO role is still open or another senior leader has left.
Why it matters: Startpage sessions grew in Q2. Continued growth would show that its consumer products are drawing more users.
Supportive ifA later report shows Startpage.com sessions and mobile app sessions both grew year over year.
Worry ifA later report shows either Startpage.com sessions or mobile app sessions fell year over year.
Why it matters: Q2 revenue fell to $30.2 million after System1 cut search marketing. A rise would show the business is gaining strength.
Supportive ifQ3 revenue is above $30.2 million, the Q2 2026 level.
Worry ifQ3 revenue is at or below $30.2 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.
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 | ±$336 on $10,000 · ±3.4% | How much price usually moves either way. |
| Bad day | $1,220 loss on $10,000 · 12.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,592 loss on $10,000 · 75.9% | 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.