Reading INUV? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track INUV free→Reading INUV? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track INUV free→AMEXInformation TechnologySoftware - ApplicationSnapshot 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, and management's recent track record has been unsteady, with frequent disruptive corporate changes. The company was unprofitable over the past year, so its earnings quality can't be assessed. Risk is high, and the sector backdrop is a tailwind, which may provide some support. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $1.37. 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 $1.45 INUV trades at 0× p/s, below its 3× p/s peer median. Our $14 fair value sits above the price; low 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 90% below a flat-multiple fair value, below our forecast of about -24%. 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 2 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 -0.09x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) 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 $-0.15 → $-0.01 (+95.5% / 30d). 1 raised, 1 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d. 80% 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 ±$328.
How much price usually moves either way.
On a bad day, this stock has moved -$778.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,670.
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: A drop in sector revenue growth could signal a broader slowdown. This may affect Inuvo's performance.
Confirms:Sector revenue growth reported below its median for the first time.
Disproves:Sector revenue growth remains above the median.
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 INUV 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.
and shall not be deemed to be "filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act”), or otherwise subject to the liabilities of such section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933 (the "Securities Act”) or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. The Company made reference to non-GAAP financial information in the press rel…
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: 2024-Q3, 2025-Q1, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
INUV Inuvo Inc | Typical Show detailsSector percentile: 33 of 100 | — | high |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 67 of 100 | full | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 83 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 57 of 100 | expensive | elevated |
10 material management or governance events in the past 24 months, led by M&A activity. 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.
Management forecasts strong double-digit year-over-year growth for each quarter of 2026.
Stated in 2 of last 2 quarters. Revenue declined from $26.7M in 2025-Q1 to $7.9M in 2026-Q1, indicating a significant drop rather than growth. Despite management's recurring focus on growth, the financials show a declining trajectory.
“We continue to forecast strong double-digit year-over-year growth for each quarter of 2026.”
“We are forecasting strong, double-digit growth for each quarter of 2026.”
Inuvo extended the Google Services Agreement through multiple amendments in 2026.
Stated in 3 of last 3 quarters. The extension of the Google Services Agreement is a recurring focus, but the financials do not show a direct impact on revenue growth, which declined from $26.7M in 2025-Q1 to $7.9M in 2026-Q1. The trajectory shows limited substantive delivery.
“Vertro entered into an Extension Amendment to the Google Services Agreement.”
Management aims for strong growth in the Audience Modeling business driven by a healthy sales pipeline.
Stated in 2 of last 2 quarters. Despite management's focus on growth in the Audience Modeling business, overall revenue fell from $26.7M in 2025-Q1 to $7.9M in 2026-Q1. The trajectory shows limited progress in achieving the stated growth.
“Driven by a very healthy sales pipeline, we forecast strong growth for Audience Modeling.”
Why it matters: The earnings report will show if Inuvo can improve its loss-making status. Investors will look for signs of recovery.
Confirms one read:The earnings report shows smaller losses. It may also show a return to making money.
Confirms the other:The earnings report shows ongoing losses. Performance is worse than in earlier quarters.
Entry into a Material Definitive Agreement . On March 31, 2026, Vertro, Inc. (“Vertro”), a wholly-owned subsidiary of Inuvo, Inc., entered into an Extension Amendment (the “Amendment”), effective as of April 1, 2026, to the Google Services Agreement between Vertro and Google LLC, effective January 1, 2024 (as amended, the “Agreement”). The Amendment modifies the terms of the Agreement by extending the term for three additional months from the then current expiration date. The new expiration d…
and shall not be deemed to be "filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act”), or otherwise subject to the liabilities of such section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933 (the "Securities Act”) or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. The Company made reference to non-GAAP financial information in the press rel…
Entry into a Material Definitive Agreement . On February 17, 2026, Vertro, Inc. (“Vertro”), a wholly-owned subsidiary of Inuvo, Inc., entered into an Extension Amendment (the “Amendment”), effective as of March 1, 2026, to the Google Services Agreement between Vertro and Google LLC, effective January 1, 2024 (as amended, the “Agreement”). The Amendment modifies the terms of the Agreement by extending the term for an additional month from the then current expiration date. The new expiration da…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Management Transition On January 23, 2026, the board of directors (the “Board”) of Inuvo appointed Robert C. Buchner, a member of the Company’s Board and current Chief Operating Officer, as Chief Executive Officer, effective February 1, 2026, and Chairman of the Board, effective immediately. Mr. Buchner’s appointment follows the decision by the Boar…
“Vertro entered into an Extension Amendment to the Google Services Agreement.”
“Vertro entered into an Extension Amendment to the Google Services Agreement.”
“Driven by a very healthy sales pipeline, we forecast strong growth for Audience Modeling.”