System1, Inc.
$5.00+30.5%YTD+25.0%1Y-35.3%
Price updated 7h ago·X counts updated 7h ago
On X
The complete picture of $SST 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.
174X posts · last 7 days
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $SST.
Software - Application
SaaS deal cycles remain elongated outside AI-native workloads; rate-sensitive multiples are compressing pure-play revenue growth stories. AI co-pilot and agent automation upsell — NOW, CRM, SAP, WDAY, TEAM — is the only segment with clear near-term acceleration, while companies lacking AI differentiation are treading water on flat net-dollar-retention.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-3.6%YTD
-6.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-0.4How 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
-21.7%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
-30.7%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
-155%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
0.3Same 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
-11.8%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
4.0%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
-11.3Total 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 5, 2026$-1.54$-1.96+21.4%
Q1 2026May 12, 2026$-2.22$-2.14-3.7%
Q4 2025Mar 11, 2026$-2.29$-2.02-13.4%
Q3 2025Nov 5, 2025$-2.30$-2.78+17.3%
Next earningsThu, Nov 12·consensus EPS $-1.30
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$30.2M-61.3%80.4%-27.5%$-1.54$-31.7M
Q1 FY26$37.2M-50.0%-12.5%-38.2%$-5.82$-28.3M
Q4 FY25$51.9M-31.3%-12.1%-33.6%$-1.67$-13.7M
Q3 FY25$61.6M-30.7%-9.8%-25.3%$-2.30$-4.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$131.8M$131.8M – $131.8M-$8.85-$8.85 – -$8.851
FY27$159.6M$159.6M – $159.6M-$1.08-$1.08 – -$1.081
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.8.1×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.46%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.+125.8%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.+60.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatTiny float · 2.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today300.7% 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.β1.585-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.
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-KPress release / Reg FDAug 58-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeJul 248-K — Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 1 EFFECT · 1 DRS) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
System1's MapQuest Surpasses 2 Million New Users Over the Past WeekHyosung Chairman Cho Hyun-Joon targets U.S. AI power market with 22.9kV SSTMapQuest Tops the Charts at No. 1 Overall Free App in the U.S. and Canada Apple App StoresMapQuest Tops the Charts at No. 1 Overall Free App in the U.S. and Canada Apple App StoresMapQuest Surges to No. 1 in the Apple App Store, 30 Years After Inventing Online Mapping
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