The delayed earnings release and decelerating growth (78% vs 306% prior quarter) are negative signals for a micro-cap growth story. Monitor the May 20 10-Q filing for actual EPS and cash flow data, and the May 21 call for guidance commentary. The stock may remain under pressure until the full Q1 results are confirmed and the growth deceleration narrative is addressed.
Price Chart
Executive Summary
Cloudastructure rescheduled its Q1 2026 earnings call to May 21 and pre-announced preliminary Q1 revenue of ~$1.3M (+78% YoY) and gross profit growth of ~115% YoY, but delayed the full release to complete quarterly review. The 78% growth rate is a sharp deceleration from the ~270% full-year 2025 growth and ~306% Q4 2025 growth, and the company flagged risk of potential changes to results before the 10-Q filing deadline. The $13M micro-cap stock faces high uncertainty around the delayed financial close and the sustainability of its growth trajectory.
Key Financial Metrics
Key Facts
- Q1 2026 preliminary revenue of ~$1.3M, representing ~78% YoY growth, a sharp deceleration from ~306% YoY growth in Q4 2025
- Gross profit growth of ~115% YoY (preliminary, unaudited)
- Conference call rescheduled from May 18 to May 21 to 'provide additional time to complete the quarterly review'
- Company cautioned that results may change upon completion of procedures for the 10-Q filing due May 20
- Prior year (2025) full-year revenue was ~$5.0M, up ~270% from ~$1.4M in 2024
- Market cap is ~$13M; 86% of analysts rate the stock as Buy/Strong Buy
Financial Impact
Preliminary Q1 2026 revenue ~$1.3M vs consensus $1.4M (implied miss of ~7%); EPS not yet reported but prior quarter was -$0.13
Risk Factors
- Potential downward revision to preliminary Q1 results upon completion of quarterly review
- Sharp growth deceleration from ~306% to ~78% YoY raises questions about demand sustainability
- Micro-cap ($13M) with negative EPS and no clear path to profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001683168-26-004066 |
| Document: cloud_ex9901.htm | 0001683168-26-004066 |
| Document: 0001683168-26-004066-index-headers.html | 0001683168-26-004066 |
| Document: 0001683168-26-004066-index.html | 0001683168-26-004066 |
| Document: 0001683168-26-004066.txt | 0001683168-26-004066 |
| 8-K Data (Synthetic) | 0001683168-26-004066 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 24d ago | 8-K | $2.68 $2.65 | ▲ +1.12% | ▲ +1.79% | $2.17 (+19.03%) |
Aug 17, 2026 10w ago | Press Release | $5.70 $5.30 | ▼ −7.02% | ▼ −6.34% | $2.17 (−61.93%) |
Aug 17, 2026 10w ago | 8-K | $5.70 $5.30 | ▼ −7.02% | ▼ −6.34% | $2.17 (−61.93%) |
Aug 10, 2026 11w ago | 8-K | $5.36 $5.34 | ▲ +0.37% | ▲ +0.05% | $2.17 (+59.51%) |
Jul 15, 2026 14w ago | Press Release | $0.4175 $0.2980 | ▼ −28.62% | ▼ −27.63% | $2.17 (+419.76%) |
Jul 6, 2026 16w ago | Press Release | $0.4011 $0.3920 | ▼ −2.27% | ▼ −1.96% | $2.17 (+441.01%) |
May 29, 2026 21w ago | 8-K | $14.34 $13.14 | ▲ +8.37% | ▲ +8.50% | $2.17 (+84.87%) |
May 18, 2026 23w ago | 8-K | $15.84 $15.27 | ▲ +3.60% | ▲ +2.93% | $2.17 (+86.30%) |
Apr 22, 2026 26w ago | 8-K | $0.5850 $0.5930 | ▲ +1.37% | ▲ +0.58% | $2.17 (+270.94%) |
Apr 1, 2026 29w ago | Press Release | $0.5740 $0.5880 | ▲ +2.44% | ▲ +2.36% | $2.17 (+278.05%) |
US Market Status
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