← Sprinklr overview

Sprinklr vs Itron: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Sprinklr Inc (CXM)

Q3 2026
▲2▼2

Sprinklr's growth stalls, but AI demand and raised guidance offer hope

  • Weak billings and slowing revenue growth Sprinklr's billings grew only 5.3% over the last four quarters, and revenue growth is expected to stall after years of double-digit gains. This signals soft demand and competitive pressure, which weighs on the stock price.

    This is the core fundamental problem driving the negative view on CXM.

  • Disappointing EPS guidance Although Q1 revenue beat expectations, the company's EPS guidance for the next quarter missed significantly. This overshadowed the revenue beat and raised concerns about profitability, pushing the stock down.

    Guidance miss is a key negative catalyst for the stock.

  • AI-driven demand lifts enterprise software Enterprise software stocks, including Sprinklr, surged as AI is boosting software adoption. Strong results from Salesforce and others showed AI is a tailwind, not a threat. Sprinklr rose 7.2% in the sector rally.

    This shows a positive external force that can lift CXM's price.

  • Raised subscription revenue guidance Sprinklr raised its FY2027 subscription revenue forecast and beat Q2 EPS estimates, despite a slight revenue miss. The company also highlighted a $20 million deal and growing remaining performance obligations, signaling future revenue visibility.

    This is the latest positive update that could support the stock.

August 2026
▲2▼2

Sprinklr's growth stalls, but AI demand and raised guidance offer hope

  • Weak billings and slowing revenue growth Sprinklr's billings grew only 5.3% over the last four quarters, and revenue growth is expected to stall after years of double-digit gains. This signals soft demand and competitive pressure, which weighs on the stock price.

    This is the core fundamental problem driving the negative view on CXM.

  • Disappointing EPS guidance Although Q1 revenue beat expectations, the company's EPS guidance for the next quarter missed significantly. This overshadowed the revenue beat and raised concerns about profitability, pushing the stock down.

    Guidance miss is a key negative catalyst for the stock.

  • AI-driven demand lifts enterprise software Enterprise software stocks, including Sprinklr, surged as AI is boosting software adoption. Strong results from Salesforce and others showed AI is a tailwind, not a threat. Sprinklr rose 7.2% in the sector rally.

    This shows a positive external force that can lift CXM's price.

  • Raised subscription revenue guidance Sprinklr raised its FY2027 subscription revenue forecast and beat Q2 EPS estimates, despite a slight revenue miss. The company also highlighted a $20 million deal and growing remaining performance obligations, signaling future revenue visibility.

    This is the latest positive update that could support the stock.

Latest
▲2▼2

Sprinklr's growth stalls, but AI demand and raised guidance offer hope

  • Weak billings and slowing revenue growth Sprinklr's billings grew only 5.3% over the last four quarters, and revenue growth is expected to stall after years of double-digit gains. This signals soft demand and competitive pressure, which weighs on the stock price.

    This is the core fundamental problem driving the negative view on CXM.

  • Disappointing EPS guidance Although Q1 revenue beat expectations, the company's EPS guidance for the next quarter missed significantly. This overshadowed the revenue beat and raised concerns about profitability, pushing the stock down.

    Guidance miss is a key negative catalyst for the stock.

  • AI-driven demand lifts enterprise software Enterprise software stocks, including Sprinklr, surged as AI is boosting software adoption. Strong results from Salesforce and others showed AI is a tailwind, not a threat. Sprinklr rose 7.2% in the sector rally.

    This shows a positive external force that can lift CXM's price.

  • Raised subscription revenue guidance Sprinklr raised its FY2027 subscription revenue forecast and beat Q2 EPS estimates, despite a slight revenue miss. The company also highlighted a $20 million deal and growing remaining performance obligations, signaling future revenue visibility.

    This is the latest positive update that could support the stock.

Itron Inc (ITRI)

Q3 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

August 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

Latest
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.