eGain Co.

eGain reported fiscal 2026 revenue of $91.1 million (up 3%), AI customer revenue up 20%, adjusted EBITDA $13.6 million (15%) and cash of $73.3 million. Management guided fiscal 2027 revenue to $84.5–86.0 million with adjusted EBITDA margin of 1–2%, citing accelerating legacy churn. Analysts at B. Riley and Roth Capital cut price targets, noting net retention and SaaS ARR weakening even as Gartner named eGain a leader and the AI pipeline and customer wins expanded. Management targets $100–120 million in AI ARR by fiscal 2030, but near‑term legacy runoff is pressuring results. » More on finance.yahoo.com

The eGain share plunged about 22.5% premarket to $5.51 after the company released its Q4 and full-year 2026 results. Despite earnings beating expectations, revenue guidance deteriorated sharply: revenue from AI customers grew 20% to $55.1 million, but total Q4 revenue fell 4% to $22.2 million. For 2027 management forecasts total revenue of $84.5–86.0 million (around 7% below 2026) with revenue from existing customers down roughly 40% and ARR collapsing about 60%. Adjusted EBITDA is expected to be only $0.7–1.4 million and a GAAP net loss of $2.0–3.0 million is forecast, which explains the strong negative market reaction. » More on de.investing.com

eGain reported non-GAAP EPS of $0.08 for the fourth fiscal quarter (consensus $0.0287) on revenue of $22.2 million, slightly below estimates. Full-year revenue rose 3% to $91.1 million; revenue from AI customers grew 20% to about $55 million, and operating cash flow reached a record $21.2 million. For fiscal 2027, however, management forecasts only $84.5–86.0 million in revenue and expects a sharp decline in the legacy business (legacy revenue about −40%, legacy ARR −60%), after which the stock fell 25.6% in after-hours trading. The company plans to focus more on AI offerings and is targeting AI ARR of $100–120 million by 2030. » More on de.investing.com