Text S.A. — Cyborg Score 6/10

Solid
Business Communication Software / SaaS

Strategic Profile

Native AI-powered product suite and cloud migration drive growth, cost efficiency, and expansion into new markets, while emphasis on security, SaaS transition, and enterprise focus enhances recurring revenues and market positioning. Incorporated in 2002, the company has established a diversified portfolio serving SMBs through enterprises globally.

Cyborg Score Rationale

Market cap of $302M with trailing 12-month revenue of $89.4M indicates established SaaS player. However, stock has fallen 36.01% over the last year, suggesting recent market headwinds despite solid operational metrics.

Top Insights

  • AI-powered product suite and cloud migration driving growth and cost efficiency
  • High dividend yield of 11.46% in 2024 (94.91% payout ratio) indicates significant cash generation and shareholder distribution
  • Stock has declined substantially from 2023 peak of 157.60 PLN, presenting potential value opportunity
  • P/E ratio of 6.9x and P/S ratio of 2.8x suggest reasonable valuation metrics

Named Competitors

  • Olark — Live chat software for customer service
  • Zendesk — Customer service platform
  • Intercom — Customer communication platform
  • Drift — Conversational marketing platform

Recent Developments

  • (Feb 2026) Stock price trading at 37.88 PLN with 0.32% 24-hour gain
  • (Sept 2023) Company rebranded from LiveChat Software S.A. to Text S.A.
  • (Feb 2026) Market capitalization at $302M with 25.8M shares outstanding

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