Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
CXApp Inc.(CXAI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CXAI
10/28/2026: CXAI (1-star) is currently NOT-A-BUY. Pass it for now.
CXApp Inc. (CXAI) is a micro-cap software company providing an AI-powered platform for enterprise workplace management and agentic workflow automation. The company has successfully transitioned to a high-margin, subscription-heavy model and is positioning itself to capture demand in the growing agentic AI market. Key strengths include high gross margins and a focus on mission-critical enterprise productivity, though these are offset by significant financial losses and the substantial execution risk of scaling a small business in a competitive tech landscape. Investors should monitor the company's ability to achieve its goal of positive cash flow by 2027 and its success in securing new, multi-year enterprise agreements.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is a high-risk growth play targeting the AI agent market, but its small scale limits traditional growth-at-scale metrics. |
| Momentum investor | Weak fit | The stock has experienced significant volatility and downward price trends, making it unsuitable for momentum strategies without a sustained breakout. |
| Value investor | Weak fit | The lack of profitability and negative EPS make it a poor candidate for traditional value-based investment screens. |
| Dividend investor | Weak fit | The company does not pay dividends and is focused on capital preservation and reinvestment. |
| Low-risk investor | Weak fit | Micro-cap status, negative earnings, and market volatility represent a high-risk profile incompatible with low-risk mandates. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to significant price swings due to its micro-cap status and speculative nature. |
| Valuation risk | High | Traditional metrics like P/E are inapplicable, and revenue-based valuations are highly sensitive to growth assumptions. |
| Competition risk (AI competition) | High | Large, established tech companies are rapidly integrating AI features that could displace niche solutions. |
| Business quality | Medium / high | The business is transitioning to a high-quality SaaS model but remains financially challenged by net losses. |
| Dividend income | Low / none | Investors should not expect income; capital appreciation is the only potential return source. |
| Execution risk | High | The successful rollout and enterprise adoption of agentic AI platforms are critical to the company's survival. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -35.19% | Avg. Invested days 4 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 4.09M USD | Price to earnings Ratio - | 1Y Target Price 15 |
Price to earnings Ratio - | 1Y Target Price 15 | ||
Volume (30-day avg) 92.5K shares | Beta 0.98 | 52 Weeks Range 1.52 - 37.41 | Updated Date 10/27/2026 |
52 Weeks Range 1.52 - 37.41 | Updated Date 10/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -26.5 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | Recurring SaaS licensing fees for the CXAI platform and agentic AI products. | This is the core, high-margin revenue stream that management is prioritizing. |
| Professional Services | Implementation, consulting, and integration support for enterprise clients. | These are generally lower-margin, one-time fees meant to drive long-term software adoption. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE - | Enterprise Value 2.89M | Price to Sales(TTM) 0.86 |
Enterprise Value 2.89M | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 0.61 | Enterprise Value to EBITDA -34.71 | Shares Outstanding 2.34M | Shares Floating 2.22M |
Shares Outstanding 2.34M | Shares Floating 2.22M | ||
Percent Insiders 6.58 | Percent Institutions 10.29 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.