CXAI · CXApp
The AI's read
CXApp delivered a transformative Q2: revenue jumped 79% to $1.7M, driven by the Engine Room acquisition and new Fortune 500 multi-year deals. Management says CXApp 2.0 is in deployment and they see a path to profitable growth. The stock is tiny — $0.175 and $19M market cap — with RSI 32.77, so this is not an overheated move. Shares are only up ~1.5% on the release, so the market has started to price the news but hasn’t fully run the story. We lean bullish because the acquisition added meaningful revenue and adjusted EBITDA, giving scale and cross-sell channels. Conviction 84%: fresh, company-level proof, but execution risk and tiny float mean keep sizing conservative.