Reading GGRP? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track GGRP free→Reading GGRP? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track GGRP free→NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak. Earnings quality cannot be assessed since GGRP was unprofitable over the past year. Management's recent track record has been unsteady, with frequent changes. Risk is high, and the sector backdrop is a tailwind. Compared with sector peers, GGRP trades below typical levels. Peer multiples imply a price about 72% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk. This pattern suggests potential issues due to weak financials. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $0.78. 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 $0.78 GGRP trades at 3× p/s, below its 5× p/s peer median. Our $2.82 fair value sits above the price; medium 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 72% below a flat-multiple fair value, below our forecast of about -42%. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Only 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 weak grew net income 63% of the time over the next year (vs 62% for the rest of the cohort, n=2777).
Over the trailing year it converted 0.22x of net income into operating cash flow.
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 $0.00 → $0.00. 1 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
0 positive, 0 negative / 30d.
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 ±$315.
How much price usually moves either way.
On a bad day, this stock has moved -$933.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,315.
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: The sector is growing, but slowing revenue growth could signal deeper issues for Glimpse Group.
Confirms:Glimpse Group's revenue growth falls below the sector median growth rate.
Disproves:Revenue growth remains above the sector median growth 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 GGRP yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
No upside scenarios in the latest snapshot.
No downside scenarios in the latest snapshot.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Resignations of Directors and Certain Officers Ian Charles On June 1, 2026, Ian Charles notified the board of directors (the “Board”) of The Glimpse Group, Inc. (the “Company”), of his resignation as a member of the Board and all committees thereof, effective as of June 1, 2026. Mr. Charles’s resignation was not due to any disagreement with the Com…
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.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
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 Systems Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
GGRP Glimpse Group Inc/The | Below typical Show detailsSector percentile: 10 of 100 | inexpensive | high |
MSFT Microsoft | Above typical Show detailsSector percentile: 84 of 100 | full | moderate |
PANW Palo Alto Networks | Typical Show detailsSector percentile: 44 of 100 | expensive | moderate |
CRWD CrowdStrike | Typical Show detailsSector percentile: 34 of 100 | expensive | moderate |
FTNT Fortinet | Above typical Show detailsSector percentile: 91 of 100 | expensive | moderate |
7 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 58% of the time over the next year (vs 61% for the rest of the cohort, n=793).
Not investment advice. As of 2026-06-16.
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 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
Why it matters: The new CEO's plans will shape the company's future. Investors need clarity on strategy.
Confirms one read:A press release will explain the new CEO's plans and goals in three months.
Confirms the other:No clear strategic direction is communicated by the new CEO within three months.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Resignations of Directors and Certain Officers Jeff Enslin On May 15, 2026, Jeff Enslin notified the board of directors (the “Board”) of The Glimpse Group, Inc. (the “Company”), of his resignation as a member of the Board and all committees thereof, effective immediately. As a Class II Director, Mr. Enslin’s term was set to expire at the Company’s…
Results of Operations and Financial Condition. On May 14, 2026, The Glimpse Group, Inc. (the “Company”) issued a press release announcing financial results for its quarter ended March 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1. The information in this Item 2.02, including Exhibit 99.1 attached hereto, 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 liabi…
Entry into a Material Definitive Agreement. On May 14, 2026, The Glimpse Group, Inc. (the “Company”) entered into a securities purchase agreement (the “Securities Purchase Agreement”) with certain investors (the “Investors”), pursuant to which the Company agreed to sell and issue to the Investors, in a registered direct offering (the “Offering”), (i) 622,306 shares of the Company’s common stock, par value $0.001 per share (the “Common Stock”), together with accompanying warrants to purchase u…
Other Events. On May 15, 2026, the Company issued a press release announcing the pricing of the Offering. A copy of the press release is filed as Exhibit 99.1 to this Report and is incorporated by reference herein. Forward-Looking Statements This Report contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements in this Report can be identified by the use of forward-looking words or phrases such as “anticipa…