Sprinklr (NYSE:CXM) Releases Earnings Results

Sprinklr (NYSE:CXM) posted its quarterly earnings results on Wednesday. The company reported $0.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.10 by $0.03, Briefing.com reports. The firm had revenue of $220.59 million for the quarter, compared to analysts’ expectations of $216.93 million. Sprinklr had a return on equity of 8.03% and a net margin of 13.42%.The company’s revenue for the quarter was up 8.9% compared to the same quarter last year. During the same period in the prior year, the business earned $0.10 EPS. Sprinklr updated its FY 2027 guidance to 0.470-0.480 EPS and its Q1 2027 guidance to 0.090-0.090 EPS.

Here are the key takeaways from Sprinklr’s conference call:

• Q4 results beat expectations with total revenue of $220.6M (+9% YoY), subscription revenue of $193.4M (+6% YoY), non‑GAAP operating income of $37.7M (17% margin), FY26 free cash flow of $142M, and a strong balance sheet ($502.5M cash/no debt) alongside a board‑authorized $200M share buyback (including a $125M ASR).
• FY27 guidance is conservative/modest: subscription revenue guided to $778–780M (~3% YoY) and total revenue to $869–871M (~1% YoY) with non‑GAAP operating income of $144–146M (~17% margin), reflecting continued investment during the transformation.
• Management highlights strong AI traction — ARR from generative AI‑native Sprinklr Service SKUs grew 50% YoY — and positions the company as a unified, AI‑native CX platform with four core innovation priorities aimed at driving multiyear enterprise commitments.
• Headwinds remain: elevated churn in FY26 (though renewals improved in Q4), higher data/hosting costs tied to AI expansion that pressured gross margins (subscription gross margin 76%, services ~1%, total non‑GAAP gross margin 67%), and geopolitical risk in the Middle East could weigh on near‑term performance.

Sprinklr Price Performance

Shares of NYSE CXM opened at $5.97 on Thursday. The stock has a market capitalization of $1.47 billion, a P/E ratio of 14.22 and a beta of 0.78. The company has a 50-day moving average price of $6.31 and a 200-day moving average price of $7.23. Sprinklr has a 1 year low of $5.12 and a 1 year high of $9.69.

Sprinklr News Summary

Here are the key news stories impacting Sprinklr this week:

• Positive Sentiment: Q4 results beat — Sprinklr reported $0.13 EPS vs. $0.10 expected and revenue of $220.6M vs. $216.9M est., with revenue up ~8.9% year‑over‑year; strong margins and profitability metrics accompanied the beat. Sprinklr Announces Fourth Quarter and Full Year Fiscal 2026 Results
• Positive Sentiment: $200M buyback approved — Management authorized a $200 million repurchase program, which reduces float and signals confidence in cash generation and capital allocation. Sprinklr Reports Strong Q4 Results, Approves $200M Buyback
• Positive Sentiment: FY‑2027 EPS guidance raised well above consensus — Sprinklr set FY‑2027 EPS at $0.470–$0.480 vs. the Street ~$0.38, suggesting improving profitability and reinforcing the beat narrative. (Guidance details discussed on the earnings call.) Sprinklr, Inc. (CXM) Q4 2026 Earnings Call Transcript
• Positive Sentiment: AI-native CXM momentum — Coverage highlights Sprinklr calling the year a “turning point” as demand for AI-native customer experience tools accelerates, supporting the growth outlook and multiple expansion potential. Sprinklr Reports ‘Turning Point’ Year as Customer Experience Reaches ‘Inflection Point’
• Neutral Sentiment: Q1 EPS guidance in line — Management set Q1 FY‑2027 EPS at $0.09, essentially matching expectations, so near‑term EPS guidance is not a catalyst one way or the other. Sprinklr Announces Fourth Quarter and Full Year Fiscal 2026 Results
• Neutral Sentiment: Earnings materials available — The full call transcript and slide deck are published for investors to parse details on customer wins, churn, and ARR cadence; these details will determine how durable the beat and guidance are. Listen to Conference Call
• Negative Sentiment: FY revenue guidance slightly below Street — Management guided FY‑2027 revenue to $869M–$871M versus consensus ~$876M, a modest shortfall that could cap multiple expansion despite EPS beat. Sprinklr Inc (CXM) Q4 2026 Earnings Call Highlights

Insider Buying and Selling

In related news, General Counsel Jacob Scott sold 21,665 shares of the company’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $7.12, for a total value of $154,254.80. Following the sale, the general counsel owned 404,723 shares in the company, valued at $2,881,627.76. This represents a 5.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Rory P. Read sold 87,795 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $6.00, for a total transaction of $526,770.00. Following the completion of the transaction, the chief executive officer directly owned 1,506,270 shares in the company, valued at approximately $9,037,620. The trade was a 5.51% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 456,261 shares of company stock worth $3,150,245 over the last ninety days. Insiders own 60.53% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of CXM. Morgan Stanley grew its holdings in Sprinklr by 3.5% during the fourth quarter. Morgan Stanley now owns 7,568,609 shares of the company’s stock worth $58,884,000 after buying an additional 252,552 shares in the last quarter. Geode Capital Management LLC lifted its stake in Sprinklr by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 2,722,671 shares of the company’s stock valued at $21,187,000 after acquiring an additional 21,321 shares in the last quarter. Federated Hermes Inc. lifted its stake in Sprinklr by 53.7% during the 4th quarter. Federated Hermes Inc. now owns 2,361,911 shares of the company’s stock valued at $18,376,000 after acquiring an additional 824,782 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Sprinklr by 2.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,210,557 shares of the company’s stock worth $17,199,000 after acquiring an additional 55,447 shares during the last quarter. Finally, Sea Cliff Partners Management LP grew its stake in shares of Sprinklr by 1,174.6% in the 2nd quarter. Sea Cliff Partners Management LP now owns 2,166,792 shares of the company’s stock worth $18,331,000 after acquiring an additional 1,996,792 shares in the last quarter. Institutional investors own 40.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on CXM. Cantor Fitzgerald reiterated a “neutral” rating and set a $8.00 target price on shares of Sprinklr in a research report on Wednesday, December 3rd. Weiss Ratings downgraded shares of Sprinklr from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, February 26th. Rosenblatt Securities reiterated a “buy” rating and set a $12.00 price objective on shares of Sprinklr in a report on Thursday, December 4th. Citizens Jmp cut their price objective on shares of Sprinklr from $17.00 to $11.00 and set a “market outperform” rating on the stock in a research report on Thursday. Finally, Wall Street Zen downgraded Sprinklr from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Three research analysts have rated the stock with a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $9.22.

Sprinklr Company Profile

Sprinklr, Inc (NYSE: CXM) is a leading enterprise software firm specializing in customer experience management. The company offers a unified, AI-driven platform designed to help organizations engage customers across multiple digital and social channels. By consolidating marketing, advertising, research, care and engagement functions into a single SaaS solution, Sprinklr enables brands to deliver consistent and personalized experiences at scale.

Sprinklr’s platform includes modules for social media management, customer service automation, social advertising and market research, supplemented by AI and machine learning capabilities.