Sprinklr, Inc. (CXM)

NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-23

$6.690.00%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Sprinklr, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

0.0%

+10% or more+5%0%−5%−10% or less

0.53 → 0.53 EPS · FY ending Jan 31, 2028 · 6 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-10-31
Revenue	—	215.48M
EPS	—	0.111
Annual ending 2027-01-31
Revenue	—	867.43M
EPS	—	0.478
Annual ending 2028-01-31
Revenue	—	897.46M
EPS	—	0.535

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Execute $200 million stock repurchase program	A supporting condition in Sprinklr, Inc.'s published investment case. The stated target is Complete $200 million repurchase.	Intact	Repurchase program is canceled or materially delayed	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 4 quarters. The Board authorized a $200 million stock repurchase program in March 2026 and plans to execute a $125 million accelerated share repurchase imminently. Management has consistently communicated this capital allocation plan, and the program is on track. Delivery assessment Oct 24, 2026
Free cash flow near $65.8 million in Q1 2027	Free cash flow stays strong near $65.8 million.	Intact	Free cash flow falls below $50 million in 2027-Q1	Free cash flow: $17.797M FY2027-Q2; GAAP. Published target: >= $65 million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Source published Sep 3, 202617,797,000 USD · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: stock_quarterly_financials_fmp. Reference: 2027-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 4 quarters. Net cash provided by operating activities was $18.2 million in 2026-Q3 and $70.4 million in 2026-Q2, with free cash flow of $13.1 million and $65.8 million respectively. The cash flow shows variability but management continues to emphasize strong free cash flow generation, with a mixed trajectory. Delivery assessment Oct 24, 2026
GAAP operating income positive and improving, at least $10.6 million in Q1 2027	A primary condition in Sprinklr, Inc.'s published investment case. The stated target is >= $10.6 million.	Improving	Operating income falls below $0 in 2027-Q1	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. GAAP operating income declined from $16.3 million in 2025-Q3 to $10.0 million in 2026-Q3, and non-GAAP operating income declined from $38.2 million to $31.3 million over the same period. Despite management's focus on improving margins, the financials show a declining trajectory in operating income. Delivery assessment Oct 24, 2026
Total revenue growth to at least $219.5 million in Q1 2027	A primary condition in Sprinklr, Inc.'s published investment case. The stated target is >= $219.5 million.	Intact	Total revenue falls below $205 million in 2027-Q1	Revenue: $213.743M FY2027-Q2; GAAP. Published target: >= $219.5 million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Source published Sep 3, 2026213,743,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: bc0e316f-793b-4baa-bdf6-eba9e256d249. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Total revenue grew modestly from $212.0 million in 2025-Q3 to $213.7 million in 2026-Q3 (+1.7%), with subscription revenue up 3.3% over the same period. Management consistently emphasizes durable growth and enterprise adoption, and the trajectory shows delivering steady revenue growth. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-31 · fmp

FY2028 EPS$0.53

$0.54 → $0.53 · observed estimates

FY2028 revenue$0.90B

$0.90B → $0.90B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$0.54	$901,939,882	6 / 6
2026-07-25	$0.54	$901,939,882	6 / 6
2026-07-26	$0.54	$901,939,882	6 / 6
2026-07-27	$0.54	$901,939,882	6 / 6
2026-07-28	$0.54	$901,939,882	6 / 6
2026-07-29	$0.54	$901,939,882	6 / 6
2026-07-30	$0.54	$901,939,882	6 / 6
2026-07-31	$0.54	$901,939,882	6 / 6
2026-08-01	$0.54	$901,939,882	6 / 6
2026-08-02	$0.54	$901,939,882	6 / 6
2026-08-03	$0.54	$901,939,882	6 / 6
2026-08-04	$0.54	$901,939,882	6 / 6
2026-08-05	$0.54	$901,939,882	6 / 6
2026-08-06	$0.54	$901,939,882	6 / 6
2026-08-07	$0.54	$901,939,882	6 / 6
2026-08-08	$0.54	$901,939,882	6 / 6
2026-08-09	$0.54	$901,939,882	6 / 6
2026-08-10	$0.54	$901,939,882	6 / 6
2026-08-11	$0.54	$901,939,882	6 / 6
2026-08-12	$0.54	$901,939,882	6 / 6
2026-08-13	$0.54	$901,939,882	6 / 6
2026-08-14	$0.54	$901,939,882	6 / 6
2026-08-15	$0.54	$901,939,882	6 / 6
2026-08-16	$0.54	$901,939,882	6 / 6
2026-08-17	$0.54	$901,939,882	6 / 6
2026-08-18	$0.54	$901,939,882	6 / 6
2026-08-19	$0.54	$901,939,882	6 / 6
2026-08-20	$0.54	$901,939,882	6 / 6
2026-08-21	$0.54	$901,939,882	6 / 6
2026-08-22	$0.54	$901,939,882	6 / 6
2026-08-23	$0.54	$901,939,882	6 / 6
2026-08-24	$0.54	$901,939,882	6 / 6
2026-08-25	$0.54	$901,939,882	6 / 6
2026-08-26	$0.54	$901,939,882	6 / 6
2026-08-27	$0.54	$901,939,882	6 / 6
2026-08-28	$0.54	$901,939,882	6 / 6
2026-08-29	$0.54	$901,939,882	6 / 6
2026-08-30	$0.54	$901,939,882	6 / 6
2026-08-31	$0.54	$901,939,882	6 / 6
2026-09-01	$0.54	$901,939,882	6 / 6
2026-09-02	$0.54	$901,939,882	6 / 6
2026-09-03	$0.54	$897,459,682	6 / 6
2026-09-04	$0.54	$897,459,682	6 / 6
2026-09-05	$0.53	$897,459,682	6 / 6
2026-09-06	$0.53	$897,459,682	6 / 6
2026-09-07	$0.53	$897,459,682	6 / 6
2026-09-08	$0.53	$897,459,682	6 / 6
2026-09-09	$0.53	$897,459,682	6 / 6
2026-09-10	$0.53	$897,459,682	6 / 6
2026-09-11	$0.53	$897,459,682	6 / 6
2026-09-12	$0.53	$897,459,682	6 / 6
2026-09-13	$0.53	$897,459,682	6 / 6
2026-09-14	$0.53	$897,459,682	6 / 6
2026-09-15	$0.53	$897,459,682	6 / 6
2026-09-16	$0.53	$897,459,682	6 / 6
2026-09-17	$0.53	$897,459,682	6 / 6
2026-09-18	$0.53	$897,459,682	6 / 6
2026-09-19	$0.53	$897,459,682	6 / 6
2026-09-20	$0.53	$897,459,682	6 / 6
2026-09-21	$0.53	$897,459,682	6 / 6
2026-09-22	$0.53	$897,459,682	6 / 6
2026-09-23	$0.53	$897,459,682	6 / 6
2026-09-24	$0.53	$897,459,682	6 / 6
2026-09-25	$0.53	$897,459,682	6 / 6
2026-09-26	$0.53	$897,459,682	6 / 6
2026-09-27	$0.53	$897,459,682	6 / 6
2026-09-28	$0.53	$897,459,682	6 / 6
2026-09-29	$0.53	$897,459,682	6 / 6
2026-09-30	$0.53	$897,459,682	6 / 6
2026-10-01	$0.53	$897,459,682	6 / 6
2026-10-02	$0.53	$897,459,682	6 / 6
2026-10-03	$0.53	$897,459,682	6 / 6
2026-10-04	$0.53	$897,459,682	6 / 6
2026-10-05	$0.53	$897,459,682	6 / 6
2026-10-06	$0.53	$897,459,682	6 / 6
2026-10-07	$0.53	$897,459,682	6 / 6
2026-10-08	$0.53	$897,459,682	6 / 6
2026-10-09	$0.53	$897,459,682	6 / 6
2026-10-10	$0.53	$897,459,682	6 / 6
2026-10-11	$0.53	$897,459,682	6 / 6
2026-10-12	$0.53	$897,459,682	6 / 6
2026-10-13	$0.53	$897,459,682	6 / 6
2026-10-14	$0.53	$897,459,682	6 / 6
2026-10-15	$0.53	$897,459,682	6 / 6
2026-10-16	$0.53	$897,459,682	6 / 6
2026-10-17	$0.53	$897,459,682	6 / 6
2026-10-18	$0.53	$897,459,682	6 / 6
2026-10-19	$0.53	$897,459,682	6 / 6
2026-10-20	$0.53	$897,459,682	6 / 6
2026-10-21	$0.53	$897,459,682	6 / 6
2026-10-22	$0.53	$897,459,682	6 / 6
2026-10-23	$0.53	$897,459,682	6 / 6
2026-10-24	$0.53	$897,459,682	6 / 6

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	3	5	1
2026-06-01	3	5	1
2026-07-01	3	5	1
2026-08-01	3	5	1
2026-09-01	3	5	1
2026-10-01	3	5	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 5 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Execute $200 million stock repurchase programDirect metric needs a verified mapping
Free cash flow near $65.8 million in Q1 2027Free cash flow: $17.797M
GAAP operating income positive and improving, at least $10.6 million in Q1 2027Direct metric needs a verified mapping
Total revenue growth to at least $219.5 million in Q1 2027Revenue: $213.743M

Next proof point

Dec 2, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.9%Typical daily move · historical

Downside history

-41.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Sprinklr, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

CXM is a software growth business with some durable-growth traits, but its current profile is mixed rather than a clear compounder. The multi-year view remains intact, supported by steady revenue growth, while elevated risk and weaker margins remain concerns.

What's priced into Sprinklr, Inc.

The valuation evidence is mixed: CXM is described as cheap versus peers, but it also carries a 57% peer premium, and the expectations gap is negative. The priced-in assessment is marked justified, with low fragility, but medium confidence limits how firmly to read those signals.

What the fundamentals likely do

Near term, recent earnings were in line and miss risk is assessed as low, though peers have missed recently and CXM has a history of a deep miss. Over the multi-year view, revenue growth has been modest, while operating income has declined; cash generation has also varied between quarters.

What Sprinklr, Inc. hinges on

The thesis depends on management sustaining revenue growth and improving operating income and margins. A guidance cut after the recent raise would damage credibility, while lower rates or continued strong results from major software peers could support the sector backdrop.