AEYE

AudioEye (AEYE) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -2.70%. A quarter ago, it was expected that this company would post earnings of $0.21 per share when it actually produced earnings of $0.22, delivering a surprise of +4.76%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. AudioEye, which belongs to the Zacks Internet - Software industry, posted revenues of $10.55 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.03%. This compares to year-ago revenues of $9.73 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. AudioEye shares have lost about 23% since the beginning of the year versus the S&P 500's gain of 8.3%. While AudioEye has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for AudioEye was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be...

Interested in Audioeye, Inc.? Here are five stocks we like better. AudioEye posted solid Q1 growth, with revenue up 8% year over year to $10.6 million and ARR rising to $41.2 million. The company also improved adjusted EBITDA to $2.4 million and generated $1.9 million in free cash flow. Leadership is shifting as Kelly Georgevich moves into the CEO role while David Moradi stays on as executive chairman and chief product officer. Moradi will focus on product strategy and AI initiatives, which management says are central to the next phase of growth. Management raised its 2026 outlook, guiding for full-year revenue of $43.25 million to $44.25 million and at least $12 million in adjusted EBITDA. The company expects margin expansion and sees continued demand driven by accessibility litigation, regulatory changes, and AI-enabled product improvements. Are These 3 Under-the-Radar AI Stocks the Next Big Growth Stories? Audioeye (NASDAQ:AEYE) reported first-quarter 2026 revenue growth and raised its profitability outlook, while outlining a leadership transition that will move Kelly Georgevich into the chief executive role and keep David Moradi focused on product strategy and artificial intelligence initiatives. The digital accessibility software company said first-quarter revenue rose 8% year over year to $10.6 million, marking what management described as its 41st consecutive quarter of record revenue. Annual recurring revenue, or ARR, reached $41.2 million as of March 31, up from $40 million at the end of 2025 and up 11% from a year earlier. → MercadoLibre Boldly Invests in Growth: Discount Deepens Georgevich, who is now CEO and CFO, said the company expects ARR growth to continue and to support “notable sequential growth rates in revenue” in the third and fourth quarters of 2026. Moradi, AudioEye’s executive chairman and chief product officer, said the transition was planned and reflects the board’s confidence in Georgevich’s ability to lead the company through its next phase of growth. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? “Kelly has been instrumental in helping us achieve these top-tier results since joining AudioEye in 2021,” Moradi said. “I’ve worked closely with Kelly for almost five years, and I’m highly confident that as CEO, she will lead the company through our next phase of growth and continued operating margin improvemen...

This article first appeared on GuruFocus. Release Date: May 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. AudioEye Inc (NASDAQ:AEYE) achieved its 41st consecutive quarter of record revenue, highlighting consistent growth. The company has over 127,000 customers, more than any other company in the industry, showcasing its market leadership. Revenue per employee has increased by approximately 400% since 2019, indicating improved operational efficiency. The introduction of a next-generation platform has received strong feedback, providing customers with full visibility into the fixes AudioEye completes. AudioEye Inc (NASDAQ:AEYE) has a robust financial outlook with expected ARR growth and a target of $15 million run rate adjusted EBITDA by the end of 2026. The Internet is becoming less accessible, with a 10% increase in WCAG failures, posing challenges for digital accessibility. Operating expenses increased to $10.1 million in Q1 2026 from $8.7 million in Q1 2025, driven by higher litigation and marketing expenses. Net loss in Q1 2026 was $2.1 million, up from $1.5 million in the same period last year, indicating financial pressure. The company experienced a decrease of 4,000 customers from December 31, 2025, due to a partner's realignment, although it did not materially impact revenue. Litigation expenses have increased, with a trial date set for Q4, potentially impacting future financial performance. Warning! GuruFocus has detected 4 Warning Signs with AEYE. Is AEYE fairly valued? Test your thesis with our free DCF calculator. Q: Can you expand on the comment that the Internet is becoming less accessible? A: The tools are pulling from a lot of inaccessible content because the Internet wasn't coded with accessibility in mind. The number of sites and content is exploding, leading to all-time highs in litigation. A recent Web AIM study confirmed this trend, showing that accessibility is getting worse, not better. - David Marotti, Executive Chairman and Chief Product Officer Q: Can you talk about plans for Agentic AI? A: We're using agents to make products faster and better for clients, leveraging our data to make things easier and more understandable for clients, and increasing their protection. There are many new possibilities now that we couldn't achieve before. - David Marotti, Executive Chairman...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved 41 consecutive quarters of record revenue, driven by a leading product position and a customer base exceeding 127,000. Management attributes the 10% increase in web accessibility failures to the proliferation of AI-assisted coding and third-party frameworks, which often pull from inaccessible legacy content. The next-generation platform is designed to provide full transparency into automated and custom fixes, effectively demonstrating the competitive gap against legacy consulting models. Operating leverage has improved significantly, with revenue per employee increasing 400% since 2019 to over $400,000. The transition of Kelly Georgevich to CEO allows for continued operational discipline while Executive Chairman David Moradi focuses exclusively on long-term strategy and AI-agentic product innovation. A 4,000-customer decrease in the partner channel was attributed to a single partner's internal realignment and did not materially impact revenue or ARR. Management expects compounding ARR to drive notable sequential revenue growth rates in the third and fourth quarters of 2026. The company is targeting a $15 million run-rate adjusted EBITDA by year-end 2026, supported by expanding operating leverage. The DOJ's one-year extension of Title II compliance deadlines to April 2027 is viewed as a strategic 'runway' rather than a delay, with partners maintaining current sales urgency. Upcoming 'AI-agentic' product releases aim to leverage 10 years of proprietary data to further automate remediation and reduce reliance on professional services. Strategic investments in the European Union are being managed with discipline to position the company for a demand surge once bureaucratic enforcement timelines are finalized. Litigation expenses increased in Q1 2026 due to active legal pursuits, though management anticipates these costs will decrease substantially following a Q4 trial date. Net debt-to-adjusted EBITDA ratio stands at approximately 0.7x, following the drawdown of a $3.6 million term loan to strengthen the balance sheet. Total R&D spend as a percentage of revenue decreased from 17% to 15% year-over-year, reflecting ongoing progress in scaling the business efficiently. One stock. Nvidia-level potential. 30M...

Forty-First Consecutive Period of Record Revenue TUCSON, Ariz., May 12, 2026 /PRNewswire/ -- AudioEye, Inc. (Nasdaq: AEYE) ("AudioEye" or the "Company"), an industry-leading digital accessibility company, reported financial results for the first quarter ended March 31, 2026. "We demonstrated strong annual recurring revenue growth in the first quarter with 12% annualized sequential growth reaching $41.2 million of ARR. As ARR grows, we expect sequential quarterly revenue growth to accelerate over the course of the year, and operating leverage should lead to significant operating margin improvement," said Kelly Georgevich, Chief Executive Officer of AudioEye. "As I assume the CEO role, I want to recognize David's leadership in transforming AudioEye's product and operations, which has led to an almost fourfold revenue increase and significantly improved gross and operating margins during his tenure. I'm excited to continue working with David, the Board of Directors, teammates, and our customers in the future and look forward to increasing the value they receive from our products." First Quarter 2026 Financial Results Total revenue increased 8% to a record $10.6M from $9.7M in the same prior year period. Gross profit increased to $8.3M (78% of total revenue) from $7.7M (80% of total revenue) in the same prior year period. The increase in gross profit was driven by continued revenue growth. Adjusted gross margin, which is defined as gross margin adjusted for non-cash items such as stock-based compensation and depreciation and amortization expenses in cost of revenue, was 84% in the first quarter of 2026 compared to 85% in the same prior year period. Operating expenses were $10.1M, an increase of 17% from the comparable prior year period. The increase was primarily due to higher litigation expenses. Net loss was $2.1M, or $(0.17) per share, compared to a net loss of $1.5M, or $(0.12) per share, in the same prior year period. The change was primarily due to higher litigation expenses of $1.1M, partially offset by a $0.5M increase to gross profit. Adjusted EBITDA in Q1 2026 was $2.4M, and adjusted EPS was $0.18 per share, compared to adjusted EBITDA of $1.9M and adjusted EPS of $0.15 per share in the same prior year period. For Q1 2026, the adjusted EBITDA and adjusted EPS results reflect adjustments primarily for stock-based compensation expense, depreciation and a...

TUCSON, Ariz. (AP) — TUCSON, Ariz. (AP) — AudioEye, Inc. (AEYE) on Tuesday reported a loss of $2.1 million in its first quarter. The Tucson, Arizona-based company said it had a loss of 17 cents per share. Earnings, adjusted for non-recurring costs and stock option expense, were 18 cents per share. The company posted revenue of $10.6 million in the period. For the current quarter ending in June, AudioEye expects its per-share earnings to range from 21 cents to 22 cents. The company said it expects revenue in the range of $10.65 billion to $10.75 billion for the fiscal second quarter. AudioEye expects full-year earnings to be 96 cents per share, with revenue ranging from $43.25 billion to $44.25 billion. AudioEye shares have declined 25% since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $7.49, a drop of 42% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on AEYE at https://www.zacks.com/ap/AEYE

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider AudioEye (AEYE). This company, which is in the Zacks Internet - Software industry, shows potential for another earnings beat. This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 5.16%. For the most recent quarter, AudioEye was expected to post earnings of $0.21 per share, but it reported $0.22 per share instead, representing a surprise of 4.76%. For the previous quarter, the consensus estimate was $0.18 per share, while it actually produced $0.19 per share, a surprise of 5.56%. With this earnings history in mind, recent estimates have been moving higher for AudioEye. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. AudioEye has an Earnings ESP of +2.70% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on May 12, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many companies end up beating the c...

Airbnb ABNB posted first-quarter 2026 diluted earnings of 26 cents per share, which missed the Zacks Consensus Estimate by 15.23%. Earnings improved 8.3% from 24 cents in the year-ago quarter. Revenues were $2.68 billion, up 17.8% year over year and 15% on a forex-neutral basis. The top line beat the Zacks Consensus Estimate by 2.16%. Demand remained healthy, highlighted by Gross Booking Value of $29.2 billion and Nights and Seats Booked of 156.2 million in the quarter. ABNB’s implied take rate (revenue divided by Gross Booking Value) was 9.2% in the quarter, roughly in line with 9.3% in the prior-year period. Management attributed some variability to timing effects from Reserve Now, Pay Later, which can shift guest payments closer to the stay date. Airbnb, Inc. price-consensus-eps-surprise-chart | Airbnb, Inc. Quote ABNB shares are up 13.30% while writing this blog. ABNB saw nights and seats booked rise 9% year over year to $186.8 million, even as management cited an approximate 100-basis-point headwind tied to elevated cancellations from the conflict in the Middle East. The company noted that, absent the conflict, growth would have been closer to 10%. Momentum also continued to shift toward mobile. Nights booked on the app increased 22% year over year and represented 63% of total nights booked, up from 58% a year ago. First-time booker growth accelerated to 10%, with particularly strong trends cited in Brazil, Japan and India. In the first quarter of 2026, total costs and expenses as a percentage of revenues decreased 150 basis points (bps) year over year to 96.8% in the reported quarter. Cost of revenues decreased 60 bps year over year. Product development declined 120 bps while sales and marketing expenses increased 330 bps. Operations and support, and general and administrative, as a percentage of revenues, decreased 120 bps and 190 bps, respectively. Adjusted EBITDA was $519 million, up 24% year over year, with an adjusted EBITDA margin of 19%. The first quarter of 2026 operating margin contracted 150 bps year over year to 3.2%. As of March 31, 2026, cash and cash equivalents, short-term investments, and restricted cash totaled $12.1 billion compared with $11 billion as of Dec. 31, 2025. ABNB had $10.6 billion of funds held on behalf of guests. Net cash provided by operating activities was $1.7 billion in the first quarter of 2026, up from $526 million...

Nice NICE reported first-quarter 2026 non-GAAP earnings of $2.64 per share, down 8.0% year over year but beat the Zacks Consensus Estimate by 4.66%. Revenues grew 9.8% from the year-ago period to $768.6 million and surpassed the consensus mark by 0.99%. The uptick was primarily driven by the continued strength in its cloud business and the ongoing AI momentum. Revenues in the Americas were $625 million, up 6% year over year. The same in EMEA was $99 million in the reported quarter, up 34% year over year. APAC revenues increased 23% year over year to $44 million. NICE shares have gained 2.04% in the pre-market trading. Nice price-consensus-eps-surprise-chart | Nice Quote NICE generated cloud revenues of $603.4 million, which represented 79% of total revenue for the quarter. The company’s cloud growth was 14.6%, up year over year, reflecting continued adoption of CXone and expanding AI-driven use cases. Within the cloud, management highlighted that AI remained a central growth lever. AI ARR was included in 100% of CXone enterprise deals during the quarter, signaling that AI is moving from add-on to standard buying behavior across larger customers. AI & self-service ARR jumped 66% year over year to $345 million, underscoring demand for NICE’s AI-native CX platform. Nice reported services revenues of $124.0 million (16.1% of revenues), down 11.6% year over year. The decline was due to ongoing migration away from on-premise deployments, which reduces legacy service activity as customers transition to the cloud. Product revenue rose 22.6% year over year to $41.3 million. Product revenue contributed 5.4% of revenues in the reported quarter. The increase was driven by strength in the financial crime and compliance business, which benefited from premise-based term renewals alongside continued cloud expansion in the segment. NICE’s Customer Engagement segment delivered revenues of $636 million, up 7% year over year. Growth was fueled by double-digit cloud gains that more than offset reductions in on-premise product and services revenue tied to the legacy base. Financial Crime and Compliance revenue was $133 million, rising 23% year over year. Management attributed the performance to strong premise-based term renewals with large global financial institutions, reinforcing retention strength in the installed base while cloud offerings continue to scale. On a non-GAAP bas...

DoorDash DASH posted first-quarter 2026 earnings of 42 cents per share, beating the Zacks Consensus Estimate by 13.51%. The company had reported year-ago quarter’s earnings of 44 cents per share. Revenues rose 33.1% year over year to $4.04 billion but missed the consensus mark by 2.14%. While top-line growth remained strong, net revenue margin moved lower to 12.8% from 13.1% in the year-ago quarter. Following the results, DoorDash shares have rallied 10.38% in the pre-market trading. In the first quarter of 2026, total orders increased 27% year over year to 933 million. The figure missed the Zacks Consensus Estimate by 2.45%. Total orders were driven by growth in consumers, average consumer engagement and the acquisition of Deliveroo. Marketplace GOV increased 37% year over year to $31.6 billion. The figure beat the consensus mark by 0.34%. DoorDash, Inc. price-consensus-eps-surprise-chart | DoorDash, Inc. Quote The adjusted gross profit was $2.09 billion, up 33.1% year over year. The adjusted gross margin was flat on a year-over-year basis to 51.9%. The contribution margin was 34.2% compared with 33.6% reported in the year-ago quarter. Adjusted sales & marketing expenses rose 29.1% year over year to $715 million. Adjusted research & development expenses increased 50.5% year over year to $277 million. Adjusted general & administrative expenses surged 41.9% year over year to $349 million. Adjusted EBITDA was $754 million, up 27.8% year over year. Adjusted EBITDA margin contracted 80 bps year over year to 18.7%. As of March 31, 2026, DoorDash had $5.83 billion in cash, cash equivalents, and short-term marketable securities compared with $5.78 billion as of Dec. 31, 2025. Net cash provided by operating activities totaled $594 million in the first quarter, which was down from $635 million a year earlier. Free cash flow was $420 million, which declined from $494 million in the year-ago quarter. This reflects the interplay of working-capital movement and investment spending. For the second quarter of 2026, DoorDash expects Marketplace GOV in the range of $32.4-$33.4 billion and adjusted EBITDA of $770-$870 million. For 2026, DoorDash expects stock-based compensation expense of approximately $1.3-$1.4 billion and depreciation and amortization expense of roughly $1.1-$1.2 billion, including about $450 million tied to acquired intangible assets. DoorDash currently ca...

MKS Inc.’s MKSI first-quarter 2026 non-GAAP earnings of $2.30 per share increased 34.5% year over year. The figure surpassed the Zacks Consensus Estimate by 15.21%. Revenues came in at $1.08 billion, rising 15.2% from the year-ago quarter and beating the Zacks Consensus Estimate by 2.95%. Strength was supported by broad-based demand tied to AI-related investment. Product revenues (88.5% of total revenues) totaled $954 million, up 16.5% year over year. Services revenues (11.5% of total revenues) increased 6% year over year to $124 million. Shares of the company rallied 8.38% while writing this blog. MKS Inc. price-consensus-eps-surprise-chart | MKS Inc. Quote Semiconductor end-market revenues totaled $466 million (43.2% of total revenues), increasing 13% year over year, with management citing broad-based growth across products aimed at DRAM, NAND and foundry/logic applications. The company also pointed to sequential improvement in power solutions as NAND equipment upgrades increased. Electronics & Packaging revenues rose 27% year over year to $321 million, and contributed 29.8% of total revenue in the reported quarter. The company attributed the performance to strength in flexible PCB drilling systems supported by consumer electronics seasonality, along with solid results in chemistry and chemistry equipment. Specialty Industrial revenues increased 8% from the prior-year period to $291 million and contributed 27% of total revenues, even as results reflected a sequential dip tied largely to Lunar New Year seasonality. The company cited year-over-year strength, driven by datacom and defense markets. In the first quarter of 2026, gross margin contracted 40 basis points (bps) on a year-over-year basis to 47%. Adjusted EBITDA increased 17.4% year over year to $277 million. Adjusted EBITDA margin expanded 50 bps year over year to 25.7%. Non-GAAP operating expenses were $271 million, and the company flagged higher R&D investment and a seasonal lift in stock-based compensation as key contributors to spending levels. On a non-GAAP basis, operating margin expanded 160 bps to 21.8% from 20.2% a year ago, reflecting revenue growth and operating leverage. As of March 31, 2026, MKS Instruments had cash and cash equivalents of $569 million compared with $675 million as of Dec. 31, 2025. As of March 31, 2026, long-term debt totaled $2.65 billion. Cash flow from operations wa...