Freightos (NASDAQ:CRGO) Announces Quarterly Earnings Results

Freightos (NASDAQ:CRGO) posted its quarterly earnings results on Monday. The company reported ($0.07) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.08) by $0.01, Zacks reports. The company had revenue of $7.41 million for the quarter, compared to the consensus estimate of $7.47 million. Freightos had a negative net margin of 82.31% and a negative return on equity of 47.17%.

Here are the key takeaways from Freightos’ conference call:

• Freightos reiterated a commitment to reach Adjusted EBITDA break-even by Q4 2026 and expects to exit 2026 with roughly $20M in cash (from $27.9M today), with improvement driven about half by operating leverage and half by structural cost discipline.
• The business reported its 24th consecutive quarter of record transactions — 445,000 bookings (+27% YoY) and Q4 GPV of $357M (+27%) — with carrier integrations now covering ~80% of global airline capacity.
• Solutions revenue underperformed due to lengthening enterprise sales cycles and budget caution, producing weaker near-term revenue guidance (Q1 high-single-digits; FY 6%–12%) despite strong transaction and GPV growth.
• Management is pivoting to a solutions-first strategy—expanding into ocean bookings and tendering/procurement (Shipsta integration), embedding Terminal benchmarks into Procure, and using AI and modular APIs to deepen workflow ownership and long-term monetization.
• Governance and leadership are in transition — the board separated chair/CEO roles, an interim CEO (Pablo) is in place, the board plans to appoint a permanent CEO before the next earnings release, and founder Zvi Schreiber stepped down from the board.

Freightos Stock Performance

Shares of Freightos stock opened at $1.55 on Tuesday. The firm has a market capitalization of $79.50 million, a price-to-earnings ratio of -3.23 and a beta of 0.17. Freightos has a one year low of $1.51 and a one year high of $4.25. The business has a 50-day simple moving average of $2.30 and a 200 day simple moving average of $2.98. The company has a debt-to-equity ratio of 0.02, a current ratio of 2.02 and a quick ratio of 2.02.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on CRGO shares. Wall Street Zen lowered shares of Freightos from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Weiss Ratings reissued a “sell (d-)” rating on shares of Freightos in a report on Wednesday, January 21st. One equities research analyst has rated the stock with a Sell rating, According to data from MarketBeat.com, the company currently has a consensus rating of “Sell”.

Hedge Funds Weigh In On Freightos

Hedge funds have recently added to or reduced their stakes in the stock. Hudson Bay Capital Management LP purchased a new position in shares of Freightos during the fourth quarter valued at approximately $32,000. Citadel Advisors LLC grew its stake in shares of Freightos by 24.4% in the 3rd quarter. Citadel Advisors LLC now owns 74,671 shares of the company’s stock worth $246,000 after acquiring an additional 14,624 shares in the last quarter. Millennium Management LLC raised its holdings in shares of Freightos by 116.5% in the third quarter. Millennium Management LLC now owns 30,711 shares of the company’s stock valued at $101,000 after purchasing an additional 16,525 shares during the last quarter. Jane Street Group LLC raised its holdings in shares of Freightos by 183.8% in the first quarter. Jane Street Group LLC now owns 30,788 shares of the company’s stock valued at $74,000 after purchasing an additional 19,938 shares during the last quarter. Finally, OMERS ADMINISTRATION Corp bought a new position in shares of Freightos during the fourth quarter valued at about $52,000. Institutional investors and hedge funds own 22.72% of the company’s stock.

Freightos News Roundup

Here are the key news stories impacting Freightos this week:

• Positive Sentiment: Q4 revenue growth and cash position — Freightos reported Q4 revenue up 12% YoY and full‑year revenue up 24% with year‑end cash of $28M and reiterated on‑track to breakeven by year‑end 2026, which supports long‑term viability. Freightos Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Slight EPS beat — Freightos reported ($0.07) EPS vs. consensus ($0.08), narrowing losses vs. a year ago and modestly beating estimates, which can temper negative sentiment. Zacks: Freightos Reports Q4 Loss
• Positive Sentiment: Management highlights strategic shifts — Earnings call commentary flagged strategic initiatives and growth drivers that management believes will improve margins and scale bookings over time. Yahoo Finance: Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Board change announced — Dr. Zvi Schreiber will step down from the board effective Feb. 28; the company says the board remains fully constituted and the CEO search continues. This adds governance transition risk but was framed as orderly. PR Newswire: Freightos Announces Board Change
• Neutral Sentiment: Full earnings transcript available — The call transcript provides detail on customer trends, margin levers and product priorities for investors who want to dig deeper. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: FY‑2026 and Q1 revenue guidance below Street — Freightos guided FY‑2026 revenue ~$31.2M–$32.8M (street ~$33.7M) and Q1 revenue $7.4M–$7.5M vs. consensus ~$7.5M, creating near‑term downside risk as the market focuses on missed top‑line expectations. PR Newswire: Q4 & FY2025 Results (guidance)
• Negative Sentiment: Revenue estimates missed by some outlets — Coverage noted the company missed revenue estimates for the quarter, amplifying concerns about near‑term growth momentum despite the EPS beat. Zacks: Q4 Loss, Misses Revenue

About Freightos

Freightos, trading under the symbol CRGO on Nasdaq, operates a digital booking platform designed to streamline international freight logistics. The company’s core offering, the Freightos Marketplace, allows shippers and freight forwarders to compare and book air, ocean and trucking services online, providing rate transparency and live booking capabilities. By aggregating quotes from a global network of carriers and forwarders, Freightos enables customers to secure competitive prices and manage bookings through a single interface.

In addition to its marketplace, Freightos offers a suite of SaaS solutions for logistics professionals.