<- Go home

Added to YB: 2025-12-23

Pitch date: 2025-12-20

TXT.WA [neutral]

Text S.A.

+0.8%

current return

Author Info

No bio for this author

Company Info

Text S.A. develops and distributes online text communication software for businesses worldwide. It offers LiveChat, a platform for online multichannel text communication; ChatBot, a chatbot building platform that allows the creation of conversational chatbots to handle various business scenarios; KnowledgeBase, a platform that lets companies to create knowledge bases for employees and clients; OpenWidget, a solution allowing for an easy installation of widgets on website; and HelpDesk, a solution that supports business communication with the client through various text communication channels, such as mail, live chat, etc.

Market Cap

PLN 970.8M

Pitch Price

PLN 37.70

Price Target

N/A

Dividend

14.72%

EV/EBITDA

5.92

P/E

7.05

EV/Sales

2.80

Sector

Software

Category

value

Show full summary:
The Great AI Overreaction - Text S.A.

TXT.WA (watchlist): Text S.A. (ex-LiveChat) trades ~8x fwd P/E despite stable $7.01M MRR (+9.4% YoY) w/ strong NRR from core customers. AI increases conversation volume needing orchestration, not less. Suite consolidation + AI agents could expand ARPU. Risk: seat compression if AI reduces human agent needs faster than pricing pivots.

Read full article (2 min)