EGAIN Corp
EGAN · Services-Prepackaged Software · 27.5M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $13M (gross $17M, SBC $5M)
Reference price $10.25 · est. market cap ~$281M — last insider sale, 2026-02-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C58Knowledge/CX SaaS with high reported returns but declining revenue and a tax-flattered net margin.
Strengths
- High returns — ROE 40.0% (87th), ROA 21.8% (97th)
- Profitable, debt-free — per 10-K
Risks
- Declining revenue — -4.7% (4th)
- Net margin tax-flattered — 36.5% vs operating margin 5.0%
- Small FCF — $4.7M (14th)
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 5 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
70.1%
Operating margin
5.0%
Net margin
36.5%
Return on equity
40.0%
Return on assets
21.8%
Revenue growth (QoQ)
-2.1%
Net-income growth
314.6%
Current ratio
1.6×
Free cash flow
$5M
Tangible book value
$68M
Cash & investments
$63M
Stock comp / revenue
2.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-02-02 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2026-02-02 | SMIT ERIC | Sell | 5.0K | $10.25 |
| 2026-01-02 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2026-01-02 | SMIT ERIC | Sell | 5.0K | $10.24 |
| 2025-12-04 | Darukhanavala Phiroz P | Sell | 500 | $10.73 |
| 2025-12-04 | Darukhanavala Phiroz P | Option exercise | 10K | $2.50 |
| 2025-12-04 | Darukhanavala Phiroz P | Sell | 10K | $10.61 |
| 2025-12-01 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2025-12-01 | SMIT ERIC | Sell | 5.0K | $10.07 |
| 2025-11-03 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2025-11-03 | SMIT ERIC | Sell | 5.0K | $14.44 |
| 2025-10-28 | Darukhanavala Phiroz P | Option exercise | 500 | $4.33 |
| 2025-10-24 | SINHA GUNJAN | Option exercise | 500 | $4.33 |
| 2025-10-03 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2025-10-03 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2025-10-03 | SMIT ERIC | Option exercise | 5.0K | $2.50 |
| 2025-10-03 | SMIT ERIC | Sell | 5.0K | $10.00 |
| 2025-10-03 | SMIT ERIC | Sell | 5.0K | $10.00 |
| 2025-10-03 | SMIT ERIC | Sell | 5.0K | $10.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-14 | ResultsExhibits | filing ↗ |
| 2026-02-03 | ResultsExhibits | filing ↗ |
| 2025-12-11 | Shareholder vote | filing ↗ |
| 2025-11-12 | ResultsExhibits | filing ↗ |
| 2025-09-26 | Material agreementExec/director change5.035.05Exhibits | filing ↗ |
| 2025-09-04 | ResultsExhibits | filing ↗ |
| 2025-09-04 | OtherExhibits | filing ↗ |
| 2025-08-20 | Other | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-14 | 2026-05-14 | 0001066194-26-000011 ↗ |
| 10-Q | 2026-05-14 | 2026-03-31 | 0001104659-26-061184 ↗ |
| 10-Q | 2026-02-03 | 2025-12-31 | 0001104659-26-009755 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0001066194-26-000007 ↗ |
| 8-K | 2025-12-11 | 2025-12-09 | 0001066194-25-000030 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001066194-25-000027 ↗ |
| 10-Q | 2025-11-12 | 2025-09-30 | 0001104659-25-110385 ↗ |
| 8-K | 2025-09-26 | 2025-09-22 | 0001066194-25-000014 ↗ |
| 10-K | 2025-09-12 | 2025-06-30 | 0001104659-25-089540 ↗ |
| 8-K | 2025-09-04 | 2025-09-04 | 0001066194-25-000008 ↗ |
| 8-K | 2025-09-04 | 2025-09-03 | 0001066194-25-000011 ↗ |
| 8-K | 2025-08-20 | 2025-08-14 | 0001558370-25-011683 ↗ |