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
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.
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