Tucows, Inc. (TCX)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$12.55+3.55%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
QuarterlyIQ Insights · TCX
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 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 | -89.2% |
| Our one-year growth estimate | diamond | 6.8% |
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.
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 96.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 21 industry peers
TCX — credit agreement
Dated 2026-07-30
Entry into a Material Definitive Agreement. Credit Agreement Amendment On July 27, 2026 (“Third Amendment Closing Date”), Tucows Inc. (“Tucows”) and its wholly owned subsidiaries, Tucows.com Co., Ting Inc., Tucows (Delaware) Inc., Wavelo, Inc. and Tucows (Emerald), LLC (each, a “Borrower” and together, the “Borrowers”) and certain other subsidiaries of Tucows, as guarantors (each, a “Guarantor” and together, the “Guarantors” and together with the Borrowers, the “Loan Parties”), entered into t…
Why it matters: Ending the guaranty would complete a key step in the lease transfer. A delay would leave this obligation in place longer.
Supportive ifA company filing confirms the parent guaranty ended by April 30, 2027. Closing and later duties are complete.
Worry ifThe guaranty remains in place after April 30, 2027, or post-closing duties are not met.
Why it matters: The transfer moves Ting out of this network lease. Closing on time marks progress in Ting's strategic process.
Supportive ifTing and Google Fiber confirm the transfer closes by March 31, 2027, once standard closing terms are met.
Worry ifThe transfer has not closed by March 31, 2027, or the agreement is ended.
Why it matters: Ting said it would serve customers during the change. Service gaps would go against that promise.
Worry ifTing serves Colorado Springs customers during the transition. It ends by June 30, 2027, with no reported service gaps.
Less concerning ifTing reports service cuts, customer loss tied to the change, or a transition that runs past June 30, 2027.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$265 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $644 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,594 loss on $10,000 · 65.9% | 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.