Overview

• AI-powered knowledge management provider's fiscal Q3 revenue grew 7%, slightly beating analyst expectations

• Adjusted EPS for fiscal Q3 beat consensus, driven by strong profitability and customer expansions

• Adjusted net income for fiscal Q3 beat analyst estimates

Outlook

• eGain sees Q4 revenue between $21.5 mln and $22.0 mln

• Company expects Q4 non-GAAP net income of $600,000 to $1.3 mln

• eGain raises full-year 2026 revenue guidance to $90.5 mln-$91.0 mln

Result Drivers

• CUSTOMER EXPANSIONS - Co said multiple customer expansions contributed to Q3 results

• NEW PRODUCT LAUNCHES - Four new products announced on the platform generated strong customer interest, per co

• SAAS RECURRING REVENUE GROWTH - AI Knowledge Hub annual recurring revenue grew 26% year over year, contributing 64% of total SaaS annual recurring revenue

Company press release: ID:nGNX8vWK63

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Revenue	Slight Beat*	$22.50 mln	$22.45 mln (3 Analysts)
Q3 Adjusted EPS	Beat	$0.12	$0.07 (3 Analysts)
Q3 EPS		$0.09
Q3 Adjusted Net Income	Beat	$3.20 mln	$2.09 mln (3 Analysts)
Q3 Net Income		$2.42 mln
Q3 EBIT		$2.008 mln
Q3 Gross Profit		$16.51 mln
Q3 Operating Expenses		$14.50 mln
Q3 Pretax Profit		$2.79 mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for eGain Corp is $13.00, about 100.6% above its May 13 closing price of $6.48

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 30 three months ago

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