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ININOD

Innodata Inc.

$INOD·$2.2B·Information Technology Services·Technology
$60.97-6.6%YTD+16.2%1Y+22.3%
Mentions · last 7 days
2026-07-09: 15 posts2026-07-10: 16 posts2026-07-11: 13 posts2026-07-12: 17 posts2026-07-13: 31 posts2026-07-14: 20 posts2026-07-15: 16 posts128+9%
Price updated 13m ago·X counts updated 2d ago
ININOD
$INODInnodata Inc.
$60.97-6.65%128 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 hypeAcceleratingAI verdict · as of 2026-07-16

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

Innodata just posted a 223% EPS beat with revenue up 54% year-over-year, and CEO Jack Abuhoff sold $22M in shares at $110.20.

Innodata provides data engineering and generative-AI training-data services to enterprises, $2.21B market cap, with Q2 2026 earnings due 2026-07-30.

  • Q1 revenue was $90.1M, up 54.4% year-over-year and 24.5% sequentially — the fifth consecutive quarter of strong growth as generative-AI training-data demand accelerates.
  • Q1 EPS $0.42 versus $0.13 consensus (223% surprise) — largest in a series of 82%, 71%, and 19% beats, showing operating leverage outpacing revenue growth.
  • Gross margin 40.9%, operating margin 16.6%, trailing ROIC 25.9%, ROE 37.5% — genuine specialty-services economics with quality profile.
  • Consensus models 2026 revenue $357M rising to $458M in 2027 — the 12x P/S multiple discounts continued mid-double-digit growth.
  • A July 13 Zacks piece flagged Innodata raising outlook as AI demand broadens across new workloads — multi-vertical expansion signal.
  • Insider activity: CEO Jack Abuhoff S-Sale of 200,000 shares at $110.20 for $22.04M on June 16 (after M-Exempt of 400,000 at $1.96) — large discretionary sale.
  • On July 6, Jayant Chauhan filed Form 3 as new EVP and CFO — leadership continuity through the reporting cycle.
  • Beta 2.89 high, the stock at 34% of the 52-week range and 24% below the 50-day — pulled back from parabolic highs against Q1 fundamentals.

The setup is a generative-AI training-data operator with strong Q1 beats and CEO diversification — July 30 tests whether Q2 execution starts re-rating.

Agrees with X sentimentX posters call Innodata a quality AI company that's out of favor, framing it as a contrarian buy at $75 citing max-hate levels on FinTwit. That aligns with the compressed 34%-of-52-week-range positioning against the strong 54% Q1 revenue growth and 223% EPS surprise. The community framing captures the fundamental-quality-plus-tape-compression pattern that the print will resolve.

What to watch: July 30 Q2 earnings — revenue growth versus the +54% Q1 pace, gross-margin trajectory versus the 40.9% base, operating-margin sustainability at 16.6%, and full-year 2026 revenue guide versus the $357M consensus. Commentary on the CEO-diversification transaction and new CFO Jayant Chauhan's strategic thesis is a durable qualitative signal.

On the calendar: 2026-07-30 Q2 2026 earnings; revenue growth and operating-margin sustainability drive the print.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-02

Innodata bulls buy at $75 citing max-hate levels on FinTwit as contrarian signal. Bulls call it a quality AI company that's out of favor. Sentiment leans bullish on the contrarian setup.

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

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $INOD

Partial — Provides AI training data annotation and data engineering services targeting enterprise AI deployment assistance; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%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
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%
Q2 2025Jul 31, 2025$0.20$0.11+81.8%
Next earningsThu, Jul 30·consensus EPS $0.20

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$357.0M$342.6M – $368.6M$1.08$0.97 – $1.174
FY27$458.2M$425.0M – $484.6M$1.73$1.24 – $2.143
FY29$164.3M$156.1M – $172.2M$0.80$0.75 – $0.852
FY30$234.4M$222.8M – $245.7M$0.86$0.81 – $0.921
FY31$301.5M$286.6M – $316.0M$1.25$1.17 – $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.0.8×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.29%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.-29.8%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.-3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% 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.β2.895-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

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

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.

8-KOfficer or director changeMar 108-K — Item 5.02: Officer or director change
+ 9 other (2 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Buy 3 Top-Ranked Engineering R&D Services Stocks to Tap AI-Led Growthzacks.com·1d agoIs Innodata Entering a New Hypergrowth Phase in the AI Market?zacks.com·2d agoInnodata to Report Second Quarter 2026 Resultsaccessnewswire.com·2d agoInnodata and the AI Shift Toward Safer Smarter Model Workzacks.com·4d agoIs INOD Stock a Buy After Strong Growth and a Rich Valuation?zacks.com·4d ago

In themes

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

AI Infrastructure

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Voices on X · last 7 days

No standout posts about $INOD 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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