Reading EGAN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track EGAN free→Reading EGAN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track EGAN free→NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-06-15
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, and earnings quality is fragile, reported profits aren't backed by cash. Management's recent track record has been steady, and it has a capital-friendly stance. Risk is elevated, but the sector backdrop is a tailwind, with EGAN trading above typical compared to sector peers. Peer multiples imply a price about 20% above where it trades (it looks cheap on this basis); the read is fair, but weakening, as it is priced roughly in line with peers, but recent financials or earnings quality are weakening. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $7.39. 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 $7.39 EGAN trades at 16× p/e, below its 21× p/e peer median. Our $9.37 fair value sits above the price; high confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 21% below a flat-multiple fair value, below our forecast of about 5%. This describes what's priced in, not a forecast of the move.
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% 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 0 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 54% of the time over the next year (vs 68% for the rest of the cohort, n=3704).
Over the trailing year it converted 0.37x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 46% of the time over the next year (vs 65% for the rest of the cohort, n=2129).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
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 $0.01 → $0.03 (+200.0% / 30d). 1 raised, 1 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d. 33% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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 ±$204.
How much price usually moves either way.
On a bad day, this stock has moved -$570.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $5,809.
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 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A drop in revenue growth signals a slowdown in the Information Technology sector. This could impact eGain's performance.
Confirms:Sector revenue growth falls below its median rate.
Disproves:Sector revenue growth remains above its median rate.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for EGAN yet.
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. The following information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in…
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 cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
EGAN eGain Corp. | Above typical Show detailsSector percentile: 96 of 100 | fair | elevated |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 66 of 100 | expensive | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 82 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 60 of 100 | expensive | elevated |
4 material management or governance events in the past 24 months, led by M&A activity. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-15.
via XLK
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 2026-06-15.
Met or beat guidance 100% of the last 2 guided quarters · 130.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
eGain aims to achieve its revenue guidance of $90.5 million to $91.0 million for the fiscal year ending June 30, 2026.
Stated in 4 of last 4 quarters. Revenue was $22.499M in 2026-Q3, contributing to the fiscal year target of $90.5M to $91.0M. The trajectory shows consistent quarterly revenue, aligning with the guidance.
“eGain is updating its guidance: Total revenue between $90.5 million to $91.0 million.”
“eGain is updating its guidance: Total revenue between $90.5 million to $92.0 million.”
“For the fiscal 2026 full year: Total revenue between $90.5 million to $92.0 million.”
“For the fiscal 2026 full year: Total revenue of between $90.5 million to $92.0 million.”
eGain aims to maintain a positive net income, as evidenced by recent financial results.
Stated in 3 of last 3 quarters. Net income was $2.416M in 2026-Q3, maintaining a positive trajectory. This aligns with the guidance of $7.0M to $7.8M for the fiscal year, indicating consistent profitability.
eGain is focused on improving cash flow from operations, despite recent fluctuations.
Stated in 2 of last 2 quarters. Cash from operations was negative $1.809M in 2026-Q3, down from $10.108M in 2026-Q2. This indicates a significant decline, suggesting challenges in maintaining positive cash flow.
Results of Operations and Financial Condition. The following information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in…
Results of Operations and Financial Condition. The following information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in…
Entry into a Material Definitive Agreement. On September 22, 2025, the Board of Directors (the “Board”) of eGain Corporation (“eGain”) approved an updated form of indemnification agreement for its directors and executive officers (the “Indemnification Agreement”), and eGain entered into an Indemnification Agreement with each of its directors and executive officers (each, an “Indemnitee”). The Indemnification Agreement provides that eGain will indemnify each Indemnitee to the fullest extent pe…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (e) On September 22, 2025, the Compensation Committee of the Board approved variable annual cash compensation to eGain’s executive officers based on 75% of target amounts. The compensation approved for the fiscal year ended June 30, 2025 was (i) $37,500 for Chief Executive Officer, Ashutosh Roy, (ii) $48,750 for Chief Financial Officer, Eric N. Smi…
“GAAP net income between $7.0 million to $7.8 million, or $0.25 to $0.28 per share.”
“GAAP net income of $4.5 million to $6.0 million, or $0.16 to $0.21 per share.”
“GAAP net income of $3.5 million to $5.0 million, or $0.12 to $0.17 per share.”
“Cash from operations was negative $1.809M in 2026-Q3.”
“Cash from operations was $10.108M in 2026-Q2.”