Aug. 28 at 4:07 PM
$EGHT Why
$EGHT is a massive deep-value steal vs overvalued peers right now .The market is overpaying for the competition while completely sleeping on EGHT. Just look at the massive valuation gap:
$EGHT: Dirt cheap at 0.38x P/S and a compressed 5.3x Forward EV/EBITDA
$TWLO : Trading at a premium ~2.2x P/S and over 14x EV/EBITDA
$RNG : Sitting around ~1.8x P/S and a steep 13x EV/EBITDA
$BAND : Way higher at ~1.1x P/S
$FIVN Trading at over 2.1x Forward P/S EGHT Q2 earnings proved the turnaround is real: solid revenue beat (
$190.2M vs
$182.3M est), expanding margins, and OpenAI integration driving CX growth.Plus, EGHT features a massive 17.7% FCF Yield It's printing real cash to clear debt while trading at a fraction of its peers. Asymmetric risk/reward here is insane. Target 8usd, or 4x .
