Audioeye Inc. (AEYE) · wyniki II kw. 2026 i wycena

Przy wzroście 10,5% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $8.54 na akcję — kurs jest o 56% powyżej niej. Obecna cena zakłada wzrost o 16,2% rocznie.

1. Prognoza

   The company expects meaningful free cash flow generation in the second half of 2026 because it expects litigation expense to trend down.

   Cytat ze źródła

   “We also expect meaningful free cash flow generation in the second half of 2026 as we expect litigation expense to trend down.”

2. Liczba

   Revenues nearly quadrupled and adjusted EBITDA margins improved from approximately -70% to expected levels in the high double digits.

   Cytat ze źródła

   “Since then, revenues have nearly quadrupled and adjusted EBITDA margins have improved from approximately -70% and are expected to be in the high...”

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“Q2 marked our 42nd consecutive quarter of sequential revenue growth, and we are excited about the continued momentum throughout the business.”

“The $1.1 million increase in adjusted EBITDA over the comparable period of the prior year was primarily driven by an increase in gross profit.”

“Enterprise ARR grew 5% over the comparable period of the prior year and sequential annualized enterprise ARR growth was 17%.”