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TickerTalks›$CRGO
CRCRGO

Freightos Limited Ordinary shares

Hot onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$CRGO·$43M·Software - Application·Technology
$0.78+0.1%YTD-66.2%1Y-78.6%
Price updated 10h ago·X counts updated 4d ago
CRCRGO
$CRGOFreightos Limited Ordinary shares
$0.78+0.05%5 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CRGO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

5X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRGO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Freightos founder went activist at GrowCRGO.com, targeting Q4 EBITDA breakeven — digital freight marketplace back in play.

Freightos has become one of the quieter activist situations in digital-logistics — founder and former CEO Zvi Schreiber filed an amended 13D on September 11 disclosing a 6.0% stake and launching a public shareholder advocacy campaign at GrowCRGO.com.

  • Revenue growth has slowed to 3-31% YoY across recent quarters and Q2 EPS of -$0.03 beat the -$0.05 estimate by 40%; management targets Q4 2026 EBITDA breakeven, which if achieved would materially reset the forward multiple.
  • M&G Investment Management disclosed a 9.87M-share position (nearly 10% beneficial ownership) in August — institutional accumulation at the current price plus Schreiber's activist filing stack a reasonable support thesis.
  • At $0.97 and 3.6% of the 52-week range after a 74% twelve-month decline, the stock is pricing continued cash burn; sell-side 2027 revenue of $33.6M stepping to $39M in 2028 implies the EBITDA breakeven target is the inflection event.

The November 23 Q3 earnings is the next test — any confirmation of the Q4 EBITDA breakeven trajectory plus any update on Schreiber's advocacy agenda would unlock mean-reversion; a continued margin slip would reset the capital-structure conversation.

What to watch: November 23 Q3 earnings and the Q4 EBITDA breakeven progress; Schreiber GrowCRGO.com advocacy campaign and any proposed board slate; M&G Investment follow-on 13D/A activity.

On the calendar: Q3 earnings scheduled 2026-11-23

Read the AI verdict on $CRGO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Digital freight marketplace letting importers instantly compare, book, and manage global air, ocean, and land shipments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $CRGO.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $CRGO

Partial — Digital freight marketplace letting importers instantly compare, book, and manage global air, ocean, and land shipments.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-47.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-64.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-15.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-44.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 17, 2026$-0.03$-0.05+40.0%
Q1 2026May 26, 2026$-0.13$-0.09-44.4%
Q4 2025Feb 24, 2026$-0.07$-0.08+12.5%
Q3 2025Nov 17, 2025$-0.10$-0.07-42.9%
Next earningsMon, Nov 23·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.2M+3.0%66.6%-66.2%$-0.13$-4.5M
Q4 FY25$7.4M+12.4%64.1%-75.9%$-0.07$-3.0M
Q3 FY25$7.7M+24.0%69.1%-56.5%$-0.10$-3.4M
Q2 FY25$7.4M+31.5%67.1%-60.7%$-0.09$-2.9M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$30.4M$30.2M – $30.7M-$0.21-$0.21 – -$0.211
FY27$33.6M$33.3M – $33.9M-$0.07-$0.08 – -$0.071
FY28$39.2M$38.8M – $39.5M$0.05$0.05 – $0.051
FY29$72.9M$72.3M – $73.5M$0.02$0.02 – $0.021

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-31.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-51.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Manrique De PinillosCEO1.5K sh$1KSellJul 16Ian ArroyoChief Strategy Officer1.8K sh$2KSellJul 16Alventosa Abril EnricCTO2.5K sh$3KSellJul 16Indave Sesma AndreaVP, Human Resources4.7K sh$6KSellJul 2Manrique De PinillosCEO1.5K sh$2KSellJul 2Ian ArroyoChief Strategy Officer3.9K sh$5KSellJun 15Ian ArroyoChief Strategy Officer1.2K sh$2KSellMay 28Alventosa Abril EnricCTO2.9K sh$6K
+ 3 other (3 awards) in window

See when $CRGO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 163
AI summary

Eldad Yaron, CFO of Freightos Ltd (CRGO), filed an initial Form 3 as of September 1, 2026, disclosing no securities beneficially owned. This is the required initial Section 16 disclosure when a CFO first becomes a reporting person. No transaction occurred — this establishes a zero baseline ownership record. Future Form 4 filings will document any equity grants or market purchases by Yaron.

SC 13D/AActivist amendmentSep 11SC 13D/A
AI summary

Freightos (CRGO) founder and former CEO Zvi Schreiber filed an amended Schedule 13D disclosing a 6.0% stake and launching a public shareholder advocacy campaign at GrowCRGO.com. Schreiber is pushing for strategic or operational changes at the company he founded. His founder-activist status lends credibility to the campaign, which signals governance tension with Freightos's current leadership.

SC 13D/AActivist amendmentAug 25SC 13D/A
AI summary

M&G Investment Management Ltd. (UK) filed its second amendment to a Schedule 13D reporting beneficial ownership of 9,866,094 shares of Freightos Ltd. (CRGO), representing approximately 18.18% of the company as of November 7, 2025. The total includes 2,995,000 shares underlying warrants held by M&G across managed funds. At 18.18%, M&G is a major concentrated holder of Freightos, a digital freight marketplace company, and this filing updates the SEC record on its continued significant ownership stake.

SC 13DActivist position (5%+)Jun 29SC 13D
AI summary

Zvi Schreiber, founder and former CEO of Freightos Ltd (CRGO), filed a Schedule 13D on June 29, 2026, disclosing beneficial ownership of 3,131,931 ordinary shares equal to 6.1% of Freightos. Schreiber stepped down as CEO in January 2026 and left the board in February 2026. Shares consist primarily of founder shares and compensation awards, acquired with no borrowed funds. He states investment purposes and no current activist plans, though the 13D (vs. a passive 13G) preserves the right to engage management.

+ 6 other (6 6-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Freightos Reports Platform KPIs for Third Quarter Exceeding Management Expectationsprnewswire.com·1d agoFinancial Survey: VerifyMe (NASDAQ:VRME) versus Freightos (NASDAQ:CRGO)defenseworld.net·4d agoFreightos Targets Q4 2026 EBITDA Breakeven as Revenue Hits Record $7.7Mmarketbeat.com·55d agoFreightos Q2 Earnings Call Highlightsdefenseworld.net·58d agoFreightos Shows the AI Freight Payoff Starts With Transactionspymnts.com·60d ago

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Voices on X · last 7 days

No standout posts about $CRGO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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