Nuix Limited(NXLLF)

$0.89—

Chart

Nuix Limited(NXLLF)

OTCMARKET

$0.89—

Chart Studio

NXLLF(NXLLF)

NXLLF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/23/26

NUIX (NXLLF)

Thursday

2:21 PM

Thesis: Nuix: the story is balanced — Large enterprise contract wins or losses, particularly with government agencies and Fortune 500 legal departments

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$222M	$255M	$298M
Rev. Growth	+0.4%	+15.3%	+16.9%
EPS	$-0.03	$0.07	$0.09
EPS Growth	-281%	+339%	+26.7%
P/E (fwd)	—	13.2×	10.4×

★ Analysts see FY2027 revenue reaching $298M — +16.9% growth in a single year.

What Moves the Stock

1Large enterprise contract wins or losses, particularly with government agencies and Fortune 500 legal departments
2Transition progress from perpetual licenses to subscription/SaaS model affecting near-term revenue recognition and cash flow
3Product development milestones for cloud-native capabilities to compete with modern SaaS competitors
4Management execution and cost control given persistent negative operating margins despite high gross margins
5Competitive threats from Microsoft Purview, OpenText, Relativity, and other enterprise software consolidators
6Perpetual software licenses and subscription licenses (estimated 60-70% of revenue) for core Nuix platform
7Maintenance and support contracts (estimated 20-25%) providing recurring revenue from existing customer base
8Professional services and training (estimated 10-15%) for implementation and optimization

FY2025 Snapshot

Revenue: $222M
Rev. Growth: +0.4%
Gross Margin: 89.9%
Op. Margin: -3.9%
Net Margin: -4.2%
Net Income: $-9M
NI Growth: -283%
EPS: $-0.03
1Y Return: -46.3%

My Notes

value/turnaround - The 68.8% one-year decline and $0.3B market cap attract distressed/special situations investors betting on management…
Rising interest rates negatively impact Nuix through multiple channels: (1) higher discount rates compress valuation multiples…
Watch on earnings: Quarterly subscription revenue growth and percentage of total revenue from recurring sources, Net dollar retention rate indicating expansion within existing customer base versus churn, Operating cash flow burn rate and quarters of liquidity remaining at current expense levels.

One Sentence Summary:

Nuix: the story is balanced — large enterprise contract wins or losses, particularly with government agencies and fortune 500 legal departments.

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

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

—

13.2×

10.4×

What Moves the Stock

1Large enterprise contract wins or losses, particularly with government agencies and Fortune 500 legal departments

2Transition progress from perpetual licenses to subscription/SaaS model affecting near-term revenue recognition and cash flow

3Product development milestones for cloud-native capabilities to compete with modern SaaS competitors

4Management execution and cost control given persistent negative operating margins despite high gross margins

5Competitive threats from Microsoft Purview, OpenText, Relativity, and other enterprise software consolidators

6Perpetual software licenses and subscription licenses (estimated 60-70% of revenue) for core Nuix platform

7Maintenance and support contracts (estimated 20-25%) providing recurring revenue from existing customer base

8Professional services and training (estimated 10-15%) for implementation and optimization

My Notes

value/turnaround - The 68.8% one-year decline and $0.3B market cap attract distressed/special situations investors betting on management…

Rising interest rates negatively impact Nuix through multiple channels: (1) higher discount rates compress valuation multiples…

Watch on earnings: Quarterly subscription revenue growth and percentage of total revenue from recurring sources, Net dollar retention rate indicating expansion within existing customer base versus churn, Operating cash flow burn rate and quarters of liquidity remaining at current expense levels.

NUIX (NXLLF)

Revenue Outlook

What Moves the Stock

NXLLF Chart

My Notes

One Sentence Summary:

Explore More

NUIX (NXLLF)

Revenue Outlook

What Moves the Stock

NXLLF Chart

My Notes

One Sentence Summary: