CRGOW
10/6/26

Freightos (CRGOW)

Tuesday
4:59 PM
ThesisThe company's ongoing operational losses and high cash burn rate are raising concerns among investors, overshadowing growth potential.

Revenue Outlook

★ Analysts see FY2027 revenue reaching $34M — +10.4% growth in a single year.

What Moves the Stock

  1. 01Volume of international freight shipments, particularly between Asia and North America
  2. 02Adoption rate of digital freight solutions by traditional logistics providers
  3. 03Changes in global trade policies affecting shipping volumes
  4. 04Technological advancements in logistics and supply chain management
  5. 05Transaction fees from freight bookings (estimated 70%)
  6. 06Subscription fees from logistics providers (estimated 20%)
  7. 07Value-added services (estimated 10%)
  8. 08Digital transformation in logistics
FY2025 Snapshot
NI Growth
+22.1%
EPS
$-0.35
1Y Return
-91.2%

CRGOW Chart

0.00.10.20.20.30.02CRGOW Daily0.02May '26Jul '26Aug '26Oct '26

My Notes

  • "Management has indicated that while growth is a priority, the path to profitability remains challenging."
  • Moat: Freightos' technology-driven platform offers a unique value proposition in streamlining logistics…
  • growth - Investors looking for exposure to the digital transformation of logistics and supply chain management.
  • Higher interest rates could increase financing costs for logistics providers, potentially dampening demand for Freightos' services…
  • Watch on earnings: Global shipping container rates, Freightos platform transaction volume, Adoption rates of digital logistics solutions.

One Sentence Summary:

Freightos: the story is balanced — volume of international freight shipments, particularly between asia and north america.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.