
Sprinklr, Inc.

CXM (Sprinklr, Inc.) trades at 1.2x EV/Revenue — attractively valued for a customer experience mgmt company with strong gross margins (67%) and mature growth profile (+2% YoY). The business is approaching profitability at 5% EBIT margins. Forward PE of 12x.
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Sprinklr operates a unified customer experience management (CXM) platform that helps large enterprises manage customer interactions across all digital channels — social media, messaging, email, web, and advertising. They serve major global brands who need to deliver consistent customer experiences at scale, generating revenue primarily through subscription-based software licenses and professional services for implementation.
Revenue growth has decelerated significantly to high single digits, with CY26 estimated growth of just 1.9% on $870M revenue. The company is banking on "Project Bearhug" customer engagement initiative and new pricing/bundling models to reignite growth, while expanding AI capabilities with 300+ AI skills to capture the personalization trend driven by first-party data usage.
Sprinklr demonstrates strong unit economics with 67% gross margins and has achieved sustainable profitability at 16% operating margins. The company generates healthy free cash flow ($126M YTD) and maintains a fortress balance sheet with $480M cash and no debt, indicating mature financial profile despite growth challenges.
Sprinklr holds a differentiated position as a unified CXM platform serving large enterprises, competing against point solutions and broader customer engagement platforms. Their moat stems from the complexity of integrating multiple customer touchpoints and the switching costs associated with enterprise-wide implementations, though slowing growth suggests competitive pressure may be intensifying.
Q3 results showed 9% YoY revenue growth that beat expectations by 1.7%, with management highlighting early signs of stabilization in customer metrics. The company raised FY2026 guidance and completed a leadership transformation with new CFO and CPO, signaling entry into "phase two" of their operational turnaround focused on execution.
Analyst sentiment appears cautious given the company's consistent but modest earnings beats and decelerating growth trajectory. The forward revenue estimates show minimal growth expectations, suggesting analysts are waiting for evidence that the operational improvements and customer engagement initiatives can meaningfully re-accelerate growth.
Sprinklr is a profitable, cash-generative enterprise software company with blue-chip customers, but investors face the fundamental question of whether management's turnaround efforts can reignite meaningful growth from what appears to be a maturing business model.
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| '25E | '26E | '27E | '28E | |
|---|---|---|---|---|
| Revenue | $854M | $870M | $913M | $989M |
| Growth | — | +2% | +5% | +8% |
| EBITDA | — | $141M | $155M | $172M |
| Growth | — | +10% | +11% | |
| FCF | $158M | $220M | $244M | $275M |
| Margin | 18% | 25% |
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Sprinklr, Inc. (CXM) Q4 2026 Earnings Call Transcript
Sprinklr Announces Fourth Quarter and Full Year Fiscal 2026 Results
Sprinklr Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
| 27% |
| 28% |
| EPS (PF) | $0.45 | $0.48 | $0.54 | $0.60 |
| Growth | — | +6% | +12% | +12% |
| PF Op Inc | — | $227M | $245M | $270M |