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ININOD

Innodata Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 54% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (101/wk), no spike
$INOD·$2.0B·Information Technology Services·Technology
$52.82-6.6%YTD+11.3%1Y-35.2%
Price updated 5h ago·X counts updated 5d ago
ININOD
$INODInnodata Inc.
$52.82-6.63%101 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $INOD 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.

101X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $INOD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Innodata is a small pool with a bull tone — traders quote 433% earnings blast with after-hours explosion, a bouncing 100MA cup-and-handle setup, and Dan Ives naming it top upside pick in his portfolio. No coherent bear voice.

Read what X is saying about $INOD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

AI data-engineering shop with real customers — 54% revenue growth and 18% operating margin at an $11x sales multiple.

Innodata provides data-engineering services for AI model training — the picks-and-shovels for the labeled-data, fine-tuning, and evaluation workflows large AI labs need. The stock is up 37% YTD on 1.8x normal volume as the Dan Ives upside pick drove retail attention.

  • The P&L is accelerating in both directions: revenue grew 54% YoY to $90M last quarter at an 18% operating margin — rare combination of mid-50s growth with meaningful profitability, which earns a 12x sales multiple on this one.
  • The Motion-Capture AI Lab announcement (humanoid robotics training data) extends the TAM beyond text/image data into high-value robotic learning datasets — a specific product-cycle extension the stock is pricing optimistically.
  • Director Louise Forlenza exercised at $1.42 (long-ago grant) and sold $1.1M across two tranches at $53-$55 — a classic tax-management + take-profits sequence on legacy comp, not a conviction tell either direction.

Accelerating holds while AI labs keep contracting out labeled-data and fine-tuning work. A soft Nov 5 earnings print on sequential revenue (below $100M would be a tell), or any specific customer-concentration risk commentary, is what cools the move; a FY27 revenue guide above $450M, or a named humanoid robotics customer announcement, is what extends the breakout.

Agrees with X sentimentX bulls citing the 433% earnings blast, the bouncing 100MA cup-and-handle, and Dan Ives naming INOD as a top upside pick have the setup elements right — the revenue growth and margin profile back the chart in a way smaller AI stories rarely do.

What to watch: Nov 5 earnings — revenue above $100M, operating margin trajectory above 18%, customer-concentration mix, and any humanoid-robotics-training customer signing. A soft revenue print or customer-concentration concern is what cools the breakout.

On the calendar: 2026-11-05 — Q3 FY26 earnings

Read the AI verdict on $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)
  • 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.

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

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $INOD

Neutral — 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
-7.5%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 $0.17

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$357.6M$352.4M – $362.3M$1.23$0.94 – $1.383
FY27$456.5M$432.2M – $492.8M$1.62$1.14 – $2.283
FY29$164.3M$157.3M – $171.8M$0.80$0.75 – $0.841
FY30$234.4M$224.5M – $245.2M$0.86$0.82 – $0.912
FY31$301.5M$288.7M – $315.4M$1.25$1.18 – $1.321

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.20%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.-13.0%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.-14.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% 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.β2.985-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.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

SellSep 14Louise C ForlenzaDirector10.0K sh$535KSellSep 4Louise C ForlenzaDirector10.0K sh$550KSellJun 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 AbuhoffCEO7.4K sh$744KSellMay 22Jack AbuhoffCEO36.8K sh$3.7MSellMay 21Jack AbuhoffCEO150.0K sh$14.3MSellMay 21Louise C ForlenzaDirector18.0K sh$1.7M
1–10 of 23
+ 28 other (22 exempts · 6 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-K/AOfficer or director change (amended)Sep 308-K/A — Item 5.02: Officer or director change
3New insider — initial holdingsSep 153
8-KOfficer or director changeSep 158-K — Item 5.02: Officer or director change
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.

+ 13 other (3 13Gs · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

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

Innodata vs. Nebius: Here's What Revenue Trends Tell Investors About These Artificial Intelligence Companiesfool.com·23h agoInnodata Stock's Premium Valuation: Can AI Growth Justify the Price?zacks.com·1d agoInnodata to Report Third Quarter 2026 Resultsaccessnewswire.com·2d agoInnodata vs. IONQ: A Look at Revenue Trends Between Artificial Intelligence and Quantum Computing Innovatorsfool.com·3d agoInnodata vs. SoundHound AI: Which Technology Stock Is a Better Buy in 2026?fool.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

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Voices on X · top 1 · 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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