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ININOD

Innodata Inc.

$INOD·$2.0B·Information Technology Services·Technology
$56.59-4.5%YTD+33.8%1Y+43.2%
Mentions · last 7 days
2026-08-21: 18 posts2026-08-22: 3 posts84+2%
Price updated 2d ago·X counts updated 8d ago
ININOD
$INODInnodata Inc.
$56.59-4.46%84 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $INOD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-29

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

Innodata +58% Q2 revenue and $300M capital raise — AI-services micro-cap coiling on fresh institutional dilution.

Innodata is a small-cap AI-services company — data annotation and enrichment for LLM training, with rapidly growing enterprise-AI custom deployments as the higher-margin vertical. The setup is a hot-momentum name coiled after a capital raise.

  • The revenue trajectory is genuinely large: Q2 revenue grew 58% YoY to $92.1M at a 49% adjusted gross margin, Q1 revenue grew 54% YoY to $90.1M, and the sell side models FY26 revenue at ~$357M rising to ~$458M in 2027 — the enterprise-AI custom-deployment vertical is scaling well beyond the legacy data-annotation base.
  • The $300M capital raise is the specific dilution catalyst: INOD filed a 424B5 prospectus supplement on August 6 for $300M at $70.21/share via a Goldman Sachs-agented Sales Agreement — a real dilution event (~$300M against the ~$1.75B market cap) that funds continued growth but pressures the multiple.
  • The technical setup is coiling: INOD is at 25% of its 52-week range and 7% below the 200-day, with the crowd describing higher highs and higher lows on the weekly with ichimoku cloud retest and accumulation around $60-64 — the recent capital raise is the specific reason the tape has cooled off after the earlier run.

The setup is a hot-momentum AI-services name coiled after the $300M capital raise with real fundamentals underneath — the November 5 Q3 print is the referee, and the market needs continued 50%+ revenue growth plus updated enterprise-AI customer color. A clean beat plus a named enterprise-AI customer contract breaks the coil up toward $80; a growth deceleration below 30% or a soft enterprise-AI segment commentary cools the tape from current levels. The 54% discount from ATH is real but the dilution offsets some of it.

Agrees with X sentimentThe bullish X read on Q2 revenue +58% YoY to $92.1M, 49% adjusted gross margin, the stock at a 54% discount to ATHs, higher highs and higher lows on the weekly with ichimoku cloud retest, and accumulation around $60-64 is factually consistent with the reported metrics and tape. The one long-term holder citing +2,381% over 11 years is fair historical context. The $300M capital raise via Goldman Sachs is the missing dilution counter-tell.

What to watch: The November 5 Q3 earnings — need continued 50%+ revenue growth, updated enterprise-AI customer color, and reiterated FY26 revenue guide toward the $357M consensus. A growth deceleration below 30% or a soft enterprise-AI segment commentary cools the tape from current levels; a clean beat plus a named enterprise-AI customer contract breaks the coil up toward $80.

On the calendar: 2026-11-05 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment5 posts analyzed · as of 2026-08-30

Innodata splits opinion sharply. Bulls point to Q2 revenue surging 58% year-over-year to $92.1M with adjusted gross margin of 49%, and highlight a daily base that could become a stage-one accumulation setup around $56. Skeptics counter with premarket weakness of 11%, dismiss the move as a bubble, and note put clusters at $55. Options positioning shows more OTM calls than puts, but the conversation reads as debated rather than confident.

Read the AI verdict + X sentiment for $INOD

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Provides AI training data annotation and data engineering services targeting enterprise AI deployment assistance.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $INOD.

Information Technology Services · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $INOD

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Provides AI training data annotation and data engineering services targeting enterprise AI deployment assistance.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
84.7How 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
25.9%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
16.6%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
1.9%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
11.7Same 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
37.5%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
40.9%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
0.0Total 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 6, 2026$0.41$0.21+92.5%
Q1 2026May 7, 2026$0.42$0.13+223.1%
Q4 2025Feb 26, 2026$0.25$0.21+19.0%
Q3 2025Nov 6, 2025$0.24$0.14+71.4%
Next earningsThu, Nov 5·consensus EPS $0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$90.1M+54.4%43.4%18.0%$0.46$34.8M
Q4 FY25$72.4M+22.3%38.3%15.2%$0.28$10.1M
Q3 FY25$62.5M+19.8%41.4%17.2%$0.26$14.5M
Q2 FY25$58.4M+79.4%39.8%15.6%$0.23$2.5M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$357.0M$350.8M – $363.7M$1.08$0.97 – $1.173
FY27$458.2M$425.0M – $484.6M$1.73$1.24 – $2.143
FY29$164.3M$157.2M – $171.9M$0.80$0.75 – $0.842
FY30$234.4M$224.3M – $245.3M$0.86$0.81 – $0.921
FY31$301.5M$288.5M – $315.5M$1.25$1.18 – $1.331

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.0.7×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.25%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.-14.5%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.-7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellJun 16Jack AbuhoffCEO200.0K sh$22.0MSellJun 15Jack AbuhoffCEO94.1K sh$9.9MSellJun 2Ashok MishraCOO38.7K sh$4.4MSellMay 29Marissa B EspineliCFO19.7K sh$2.1MSellMay 29Jack AbuhoffCEO105.6K sh$10.9MSellMay 22Jack AbuhoffCEO36.8K sh$3.7MSellMay 21Jack AbuhoffCEO150.0K sh$14.3MSellMay 21Louise C ForlenzaDirector18.0K sh$1.7MSellMay 20Louise C ForlenzaDirector10.0K sh$915KSellMay 20Jack AbuhoffCEO150.0K sh$14.0M
1–10 of 21
+ 25 other (20 exempts · 5 awards) in window

See when $INOD 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

8-KMaterial agreementAug 68-K — Item 1.01: Material agreement
AI summary

INNODATA INC. (INOD) entered into equity distribution agreement (the “Sales Agreement”) with Goldman Sachs & Co with a counterparty on 2026-08-06, involving $0.01 . . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

INOD (INOD) filed a prospectus supplement (Form 424B5) on 2026-08-06 for an immediate offering of shares $70.21 per share, raising approximately $300,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

S-3ASRAuto-shelf registrationAug 6S-3ASR
AI summary

INNODATA INC. (INOD) filed a shelf registration statement (Form S-3ASR) on 2026-08-06 covering an unspecified amount in securities. The registration covers new primary shelf offering (potential future dilution). A shelf registration does not represent immediate capital raising but authorizes future offerings at the company's discretion. Investors should watch for subsequent 424B prospectus supplements, which indicate actual capital deployment from the shelf.

8-KOfficer or director changeAug 68-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

INNODATA INC. (INOD) reported Q2 2026 financial results on 2026-08-06, reporting financial results details in attached press release. Management guidance: expected to serve on any committees of the Board. Additional items: Item 5.02. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

3New insider — initial holdingsJul 63
AI summary

Jayant Chauhan, newly appointed EVP and CFO of Innodata Inc. (INOD), filed a Form 3 on July 6, 2026 disclosing no securities beneficially owned. Routine administrative filing for a new reporting officer.

8-KOfficer or director changeJun 178-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Innodata Inc. filed an 8-K (Items 2.02, 5.02) dated June 12, 2026, reporting financial results (Item 2.02 — results of operations) and a personnel change (Item 5.02). The excerpt is limited to cover-page XBRL/boilerplate with no earnings figures or officer names visible. The combination of earnings release and an executive change in the same filing may be material depending on the results and the seniority of the departing/arriving officer.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

INOD (INOD) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KMaterial agreementMar 248-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

INOD entered into a material definitive agreement (8-K Item 1.01, dated 2026-03-24). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 13 other (4 13Gs · 2 10-Qs · 2 proxys · 1 EFFECT) in window

Recent news

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

Can Innodata's 49% Margin Become Its New AI Growth Benchmark Today?zacks.com·3d agoInnodata vs. TaskUs: Which AI Services Stock Has Better Upside?zacks.com·4d agoThese 3 AI-Led Small & Mid-Cap Stocks May Become Future Game Changerszacks.com·6d agoHere's Why Innodata Inc (INOD) is a Strong Momentum Stockzacks.com·10d agoInnodata (NASDAQ:INOD) Shares Pass Above 200-Day Moving Average – Here’s Whydefenseworld.net·10d ago

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