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SpringBig Holdings (SBIG)
OTHER OTC:SBIG
US Market
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SpringBig Holdings (SBIG) AI Stock Analysis

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SBIG

SpringBig Holdings

(OTC:SBIG)

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Neutral 44 (OpenAI - Gpt-5.6Sol)
Rating:44Neutral
Price Target:
$0.01
▲(40.00% Upside)
Action:Reiterated
Date:09/19/26
The score is weighed down primarily by weak financial performance (continued revenue contraction, ongoing losses, negative free cash flow) and a fragile balance sheet with negative equity. Technicals are mixed and do not provide strong support, while valuation metrics are not meaningfully positive due to losses and no dividend. Corporate events add uncertainty due to the asset-control transfer despite the debt extinguishment.
Positive Factors
Recurring Software Model
Recurring software and CRM fees give SpringBig a subscription-oriented revenue base, while add-on modules and services can deepen customer engagement. This model can support retention and more predictable monetization if cannabis operators continue using the platform.
Negative Factors
Revenue Contraction
Persistent revenue contraction indicates that the platform has not yet demonstrated durable customer expansion or sustained demand growth. A shrinking revenue base can reduce operating leverage, constrain investment in product development, and make a return to profitability more difficult.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring Software Model
Recurring software and CRM fees give SpringBig a subscription-oriented revenue base, while add-on modules and services can deepen customer engagement. This model can support retention and more predictable monetization if cannabis operators continue using the platform.
Read all positive factors

SpringBig Holdings (SBIG) vs. SPDR S&P 500 ETF (SPY)

SpringBig Holdings Business Overview & Revenue Model

Company Description
SpringBig Holdings, Inc. offers a specialized software platform specifically designed to provide customer loyalty and marketing automation services to cannabis retailers and brands throughout the United States and Canada. The company's platform ac...
How the Company Makes Money
SpringBig makes money primarily by selling access to its software platform to cannabis retailers and brands. The company’s revenue model is centered on recurring fees for software/CRM and marketing functionality (i.e., customers pay to use SpringB...

SpringBig Holdings Earnings Call Summary

Earnings Call Date:Mar 12, 2024
(Q4-2023)
|
% Change Since: |
Next Earnings Date:Nov 16, 2026
Earnings Call Sentiment Neutral
SpringBig showed resilience in revenue growth and reduced expenses, achieving positive EBITDA in December. However, challenges remain with macroeconomic pressures affecting client budgets and revenue projections. The company's expansion into new markets presents growth opportunities.
Positive Updates
Revenue Growth and Expense Reduction
SpringBig reported a 5% year-on-year revenue growth, reaching $28.1 million for fiscal 2023. Operating expenses were reduced by 17% year-on-year for the full year and by 31% in Q4.
Negative Updates
Macroeconomic Challenges and Client Financial Stress
The company faced challenges due to broader macroeconomic concerns affecting marketing budgets and digital spend, leading to financial stress on clients, particularly in the cannabis industry.
Read all updates
Q4-2023 Updates
Negative
Revenue Growth and Expense Reduction
SpringBig reported a 5% year-on-year revenue growth, reaching $28.1 million for fiscal 2023. Operating expenses were reduced by 17% year-on-year for the full year and by 31% in Q4.
Read all positive updates
Company Guidance
During the SpringBig Q4 2023 earnings call, the company provided guidance for the first quarter and full year of 2024. They expect Q1 revenue to be between $6.4 million and $6.7 million, with an adjusted EBITDA profit ranging from $0.2 million to $0.4 million. For the full year, they anticipate total revenue to be between $29 million and $32 million, representing a 10% year-on-year growth at the midpoint. The projected adjusted EBITDA profit for the year is estimated between $3.5 million and $5.0 million. SpringBig's CEO, Jeffrey Harris, highlighted the company's strong position, with a 5% revenue growth year-on-year and a significant reduction in operating expenses by 31% in Q4. They reported a positive adjusted EBITDA in December, with a Q4 loss of just $200,000 compared to $3.2 million the previous year. The company also secured $8 million in debt financing to bolster their balance sheet and drive future growth initiatives.

SpringBig Holdings Financial Statement Overview

Summary
Financials remain weak despite improvement versus 2022–2023: TTM revenue continues to decline, net margin is still about -20%, and cash flow has turned negative again (TTM operating and free cash flow about -$1.0M). The biggest risk is balance-sheet fragility with negative stockholders’ equity (~-$15.2M) and a thin asset base relative to debt.
Income Statement
27
Negative
Balance Sheet
14
Very Negative
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue21.36M22.83M24.65M28.05M26.63M24.02M
Gross Profit13.75M15.99M17.99M21.56M19.93M17.09M
EBITDA-504.00K-1.47M879.00K-7.30M-11.55M-5.58M
Net Income-4.20M-3.25M-1.88M-10.23M-13.08M-5.75M
Balance Sheet
Total Assets2.87M4.63M6.83M5.11M9.66M7.04M
Cash, Cash Equivalents and Short-Term Investments340.00K1.50M1.18M331.00K3.55M2.23M
Total Debt10.03M9.61M11.28M4.68M9.05M0.00
Total Liabilities18.09M17.12M16.60M13.78M13.29M2.58M
Stockholders Equity-15.22M-12.49M-9.77M-8.67M-3.63M4.46M
Cash Flow
Free Cash Flow-1.04M321.00K-1.02M-4.33M-14.67M-8.14M
Operating Cash Flow-1.01M361.00K-953.00K-3.98M-14.52M-7.88M
Investing Cash Flow-29.00K-40.00K-64.00K-351.00K-413.00K-374.00K
Financing Cash Flow0.000.001.86M1.11M16.25M38.00K

SpringBig Holdings Risk Analysis

SpringBig Holdings disclosed 69 risk factors in its most recent earnings report. SpringBig Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

SpringBig Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$853.84M28.9611.42%―21.99%271.66%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
52
Neutral
$59.33M20.283.52%―-6.77%-78.54%
52
Neutral
$373.47M-0.69-88.98%―-13.33%45.52%
49
Neutral
$273.31M-6.66-32.17%―12.90%31.66%
44
Neutral
$770.97K-0.1932.58%―-6.80%-13.27%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SBIG
SpringBig Holdings
0.02
-0.01
-36.67%
MAPS
WM Technology
0.39
-0.75
-65.79%
DSP
Viant Technology
12.19
3.70
43.58%
BMBL
Bumble
2.66
-3.62
-57.64%
LAW
CS Disco
4.35
-2.11
-32.66%

SpringBig Holdings Corporate Events

Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
SBIG Holdings Renames Company and Adjusts Governance Structure
Neutral
Sep 17, 2026
On September 16, 2026, SBIG Holdings, Inc. formally changed its corporate name from SpringBig Holdings, Inc. and amended its bylaws to reflect the new name and reduce the stockholder meeting quorum from a majority to one-third of voting power, pot...
Business Operations and StrategyExecutive/Board Changes
SpringBig Holdings Updates Board Compensation and Governance Structure
Positive
Aug 6, 2026
On July 31, 2026, SpringBig Holdings, Inc. reported that Larry Ellis resigned from its Board of Directors, with the company noting that his departure was not related to any disagreement over operations, policies, or practices, signaling a routine ...
Business Operations and StrategyExecutive/Board Changes
SpringBig Holdings Executes Major Debt-Extinguishing Reorganization
Negative
Jul 17, 2026
On July 13, 2026, SpringBig Holdings entered into a reorganization agreement that transferred all issued and outstanding equity in its operating subsidiary, SpringBig, Inc., to a lender-affiliated transferee under Delaware law. The transaction ext...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 19, 2026