Reading CXDO? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CXDO free→Reading CXDO? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CXDO free→NASDAQCommunication ServicesTelecom ServicesSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral. Earnings quality is also neutral. Management's recent track record has been fairly steady. Risk is elevated, and the sector backdrop is a headwind. Compared with sector peers, CXDO is above typical. Peer multiples imply a price about 85% below where it trades (it looks expensive on this basis); the read is expensive, growth-justified. Rich on today's multiple, but the three-year horizon reads cheaper once expected earnings growth is included. If CXDO cuts guidance on the next call, that's a meaningful negative. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 6 valuation methods, at three horizons. Current price $7.05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $7.05 CXDO trades at 21× p/e — 1.8× the 12× p/e peer median. The market is re-rating it beyond its own range; our $3.80 fair value is medium-confidence here. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 85% near-term growth, well above our forecast of about 21%. This describes what's priced in, not a forecast of the move.
Flags: expensive valuation, weak execution quality. Capped at elevated by the Mania regime.
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 46% of the time over the next year (vs 61% for the rest of the cohort, n=902).
Over the trailing year it converted 2.25x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 54% of the time over the next year (vs 48% for the rest of the cohort, n=690).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.09 → $0.10 (+12.4% / 30d). 0 raised, 0 cut, 6 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$201.
How much price usually moves either way.
On a bad day, this stock has moved -$494.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,486.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Positive revenue growth in the sector could signal a turnaround for Crexendo. It may improve investor sentiment and support stock performance.
Confirms:Sector revenue growth is now positive. It was negative for several quarters.
Disproves:Sector revenue growth is still negative. This shows a continued decline.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
Advances: Achieve $100M annual revenue trajectory
Strengthens growth trajectory with new UCaaS wins.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 5, 2026, Crexendo, Inc. issued a press release, a copy of which is being furnished as Exhibit 99.1 hereto and is incorporated herein by reference. Pursuant to the rules and regulations of the Securities and Exchange Commission, such exhibit and the information set forth therein and herein shall be deemed "furnished" and not "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or incorporated by reference i…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Integrated Telecommunication Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CXDO Crexendo, Inc. | Above typical Show detailsSector percentile: 96 of 100 | expensive | elevated |
VZ Verizon | Above typical Show detailsSector percentile: 89 of 100 | fair | moderate |
T AT&T | Above typical Show detailsSector percentile: 73 of 100 | inexpensive | moderate |
AMX AMERICA MOVIL SAB DE CV | — | — | moderate |
GSAT Globalstar, Inc. | Below typical Show detailsSector percentile: 23 of 100 | expensive | moderate |
6 material management or governance events in the past 24 months, led by M&A activity. Historically, Communication Services names rated neutral grew net income 53% of the time over the next year (vs 63% for the rest of the cohort, n=271).
Not investment advice. As of 2026-06-16.
via XLC
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management aims to reach a $100 million annual revenue trajectory by the end of 2026.
Crexendo aims to complete the acquisition of Estech Systems to enhance its market position.
Crexendo plans to use a $5 million credit line to finance the Estech Systems acquisition.
Advances: Achieve $100M annual revenue trajectory
High growth potential supports revenue objectives.
Advances: Achieve $100M annual revenue trajectory
Positive sentiment indicates strong growth prospects.
Advances: Achieve $100M annual revenue trajectory
Analyst ratings support growth and revenue goals.
Entry into a Material Definitive Agreement. On May 1, 2026, Crexendo, Inc. (the “Company”) entered into a Credit Agreement with Wells Fargo Bank, National Association (the “Credit Agreement”), providing for a revolving line of credit in an aggregate principal amount up to $5,000,000 (the “Line of Credit”) and a term loan in the principal amount of $5,000,000 (the “Term Loan”). Proceeds from the Term Loan will be used to finance and reimburse the Company for the recent acquisition of Estech Sy…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The disclosures set forth in
Results of Operations and Financial Condition. On March 3, 2026, Crexendo, Inc. issued a press release, a copy of which is being furnished as Exhibit 99.1 hereto and is incorporated herein by reference. Pursuant to the rules and regulations of the Securities and Exchange Commission, such exhibit and the information set forth therein and herein shall be deemed "furnished" and not "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or incorporated by reference…
Completion of Acquisition or Disposition of Assets. The disclosures set forth in