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EROAD (ERD) Share Price & Analysis

ERD Stock Chart & Stats

A$0.79-A$0.01(-1.26%)
At close: 4:00 PM GMT+11
AUD 0.75AUD 0.8AUD 0.85AUD 0.93 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
AUD 0.76 - AUD 0.79
52-Week Range
AUD 0.65 - AUD 1.79
Previous Close
AUD 0.80
Volume
290
Average Volume (3M)
67.50K
Market Cap
AUD 146.70M
Enterprise Value
AUD 158.41M
Total Cash (Recent Filing)
AUD 39.70M
Total Debt (Recent Filing)
AUD 32.10M
Price to Earnings (P/E)
―
Beta
1.15
Next Earnings
Nov 24, 2026 (Est.)
EPS Estimate
N/A
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring Subscription Model And Durable Customer Base

Subscription revenue and a substantial annual recurring revenue base provide greater visibility than transaction-led sales. This model can support durable customer relationships, predictable billing, and expansion through additional vehicles, modules, and higher-value platform adoption over time.

Strong Regional Performance In Australia And New Zealand

Australia is delivering rapid ARR and revenue growth, while New Zealand provides a stable, cash-generating core with improving ARPU. Together, these regions demonstrate product-market traction and create a foundation for growth while the company addresses weaker performance elsewhere.

Manageable Leverage And Positive Operating Cash Flow

Lower debt and continued positive operating cash flow give EROAD financial capacity during its transformation. Liquidity of NZD 49m, including facility headroom, supports ongoing platform investment and reduces near-term pressure while management works toward consistently positive free cash flow.

Bears Say

Severe Profitability Deterioration And Margin Instability

The sharp gross-margin collapse and very large reported loss materially weaken earnings quality and demonstrate that profitability is not yet stable. Even excluding impairment effects, normalized EBIT fell to NZD 2.9m, leaving limited cushion if operating costs or execution demands remain elevated.

North American ARR And Revenue Decline

North American contraction directly reduces the recurring revenue base and offsets growth in Australia and stability in New Zealand. The customer nonrenewal and regional freight weakness also indicate that restoring retention and performance will require execution, restructuring, and sustained management attention.

Integration Complexity And Elevated Operating Costs

Remaining Coretex integration work adds operational complexity and can delay benefits from the acquisition. At the same time, higher recurring costs and one-off spending reduce operating leverage, making the planned transformation more dependent on successful execution and disciplined cost control.

EROAD News

ERD FAQ

What was EROAD’s price range in the past 12 months?
EROAD lowest share price was AU$0.65 and its highest was AU$1.79 in the past 12 months.
What is EROAD’s market cap?
EROAD’s market cap is AU$146.70M.
When is EROAD’s upcoming earnings report date?
The company’s upcoming earnings report date is not yet available.
How were EROAD’s earnings last quarter?
EROAD released its earnings results on May 24, 2026. The company reported -AU$0.071 earnings per share for the quarter.
Is EROAD overvalued?
Not enough analysts have published a price target to calculate whether the price is overvalued.
Does EROAD pay dividends?
EROAD does not currently pay dividends.
What is EROAD’s EPS estimate?
EROAD’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does EROAD have?
EROAD has 189,082,690 shares outstanding.
What happened to EROAD’s price movement after its last earnings report?
EROAD reported an EPS of -AU$0.071 in its last earnings report. Following the earnings report the stock price went down -1.136%.
Which hedge fund is a major shareholder of EROAD?
Currently, no hedge funds are holding shares in AU:ERD
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology