Green rows = improving QoQ · red rows = declining. Figures indicative, drawn from reported results & guidance.
Latest earnings / delivery
Record Q2 2026
Revenue $23.2M (+22% YoY), licensing +48% to $14.1M, gross margin 72.8%. Record net income $8.9M and adj EBITDA $11.4M — sixth straight positive quarter.
Guidance raised
FY26 revenue guided to $77-82M and adj EBITDA $18-22M. Q3 dividend held at $0.085 (record ~Sep 4, pay Sep 18); buybacks ongoing.
Catalysts vs Risks
▲ Catalysts
AI training-data licensing of the archiveHIGH IMPACT
Sustained full-year GAAP profitMEDIUM
Continued dividend + buybackMEDIUM
▼ Risks
Micro-cap, thin float, low liquidityHIGH IMPACT
Cash fell to $10.9MMEDIUM
Licensing revenue is lumpyMEDIUM
Bottom line
Buy · Buy/Sell 70/100 · PT +70%
SELL / AVOIDHOLDATTRACTIVE BUY
A now-profitable, debt-free micro-cap whose record Q2 and raised guidance validate the AI-licensing pivot. The further slide to $2.76 pushes the dividend yield above 12% and widens the discount to fundamentals — the pullback looks like profit-taking, not thesis damage. Watch the shrinking cash balance, but sized small this is an attractive income-plus-growth holding.
Generated August 24, 2026. Prices reflect the last completed session (August 21, 2026), sourced via AlphaVantage & web research; some quotes carry data-provider lag — verify live prices before acting. 12-month charts are indicative. Risk score = Valuation 35% · Financial Health 35% · Growth 30% (0 = low risk, 100 = high risk). Buy/Sell weighs current price level against fundamentals (0 = avoid, 100 = attractive). For informational purposes only — not investment advice.