AUDIOEYE INC — Form 8-K
Filed October 26, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
AudioEye reported Q3 2026 GAAP net income of $1.0M ($0.08/diluted share) vs. loss of $0.6M ($0.04/share) in Q3 2025. Revenue grew 7% YoY to $11.0M; Adjusted EBITDA rose 58% YoY to $3.9M with 35% margin. Company raised FY2026 adjusted EBITDA guidance to $13.4-13.6M (≈50% YoY growth), expects Q4 adjusted EBITDA of $4.2-4.4M annualized at $17M. ARR increased 12% YoY to $43.3M. Board authorized $15M stock buyback (≈15% of shares at current price). Two new AI products launched October 2026.
Why this rating
Shift to GAAP profitability and 50% adj. EBITDA growth is material; however $1M net income and $9.3M cash are modest vs. $110.5M market cap. Buyback and raised guidance support sentiment but core business scale remains modest.
See more from October 26, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.