Sprinklr: Too Cheap To Ignore Amid Stabilizing Growth (Upgrade)
Sprinklr is undervalued after a 10% decline, despite stable growth and improving margins, making it an attractive buy versus expensive large-cap tech stocks. The stock fell post-Q2 earnings despite a beat-and-raise, with investors likely reacting to the departure of the company's CFO (which should have few implications for sales momentum). Sprinklr's valuation is compelling at 1.9x EV/FY25 revenue, with similar-growth peers trading at much richer valuations.
Sprinklr: Good Developments, Not Good Enough
I maintain a hold rating on Sprinklr as revenue growth and net retention remain weak despite early signs of operational improvement. Transformation initiatives like Project Bearhug and Tiger Shark are gaining traction, with expanded use cases and a healthier product pipeline focused on core strengths. AI-native platform and large enterprise wins show promise, but CXM's net dollar retention continues to erode and growth is far from peer levels.
Sprinklr (CXM) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Sprinklr (CXM) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Sprinklr: Challenges Ahead, But Mostly Priced In (Rating Upgrade)
I'm upgrading Sprinklr to a neutral rating after its recent Q1 earnings release showed a stabilization in growth rates as well as a sharp jump in operating margins. Sprinklr is very cheap relative to peers, trading at ~2x forward revenue. At the same time, however, Sprinklr faces tepid growth due both to execution issues and macro headwinds, as well as intense competition from larger players like Salesforce and HubSpot.
Sprinklr, Inc. (CXM) Q1 2026 Earnings Call Transcript
Sprinklr, Inc. (NYSE:CXM ) Q1 2026 Earnings Conference Call June 4, 2025 8:30 AM ET Company Participants Eric Scro - Vice President of Finance Manish Sarin - Chief Financial Officer Rory P. Read - President, CEO & Director Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
Sprinklr (CXM) Surpasses Q1 Earnings and Revenue Estimates
Sprinklr (CXM) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.09 per share a year ago.
Unlocking Q1 Potential of Sprinklr (CXM): Exploring Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Sprinklr (CXM) for the quarter ended April 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Sprinklr (CXM): Strong Industry, Solid Earnings Estimate Revisions
Sprinklr (MELI) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
Holding On For Sprinklr's Turnaround
I maintain a hold rating on CXM, awaiting more evidence of the turnaround's success even with recent positive developments. Sprinklr's forward guidance shows tepid revenue growth but significant improvements in non-GAAP operating income and net income per share. The company's turnaround strategy includes cost reduction, strategic hiring, and a focus on top customers, but challenges remain in documentation and professional services.
Sprinklr: Storm Clouds Still Above, But Starting To Clear
Sprinklr has faced sales execution challenges, resulting in revenue growth deceleration and volatile margins over the past 12-18 months. Despite internal changes and a focus on profitability, fiscal 2026 is expected to be another transitional year. The company's new go-to-market strategy targets deeper relationships with its top 400 customers, aiming to improve execution and drive future growth.
Sprinklr's FY26 Will Be A Transition Year With Operational Gains Amid Turnaround, Analyst Says
On Thursday, Wall Street analysts rerated Sprinklr Inc CXM after the company reported its fourth-quarter report Wednesday.
Sprinklr, Inc. (CXM) Q4 2025 Earnings Call Transcript
Sprinklr, Inc. (NYSE:CXM ) Q4 2025 Earnings Conference Call March 12, 2025 8:30 AM ET Company Participants Eric Scro - VP, Finance Rory Read - President and CEO Manish Sarin - Chief Financial Officer Conference Call Participants Pinjalim Bora - JPMorgan Arjun Bhatia - William Blair Elizabeth Porter - Morgan Stanley Patrick Walravens - Citizens JMP Jackson Ader - KeyBanc Capital Markets Parker Lane - Stifel Operator Greetings, and welcome to the Sprinklr Q4 Fiscal Year 2025 Earnings Call. At this time, all participants are in listen-only mode.
