LOSS-1.9%-1.0R|SHORTLow Conviction|$44.50$45.3530mView in Radar →

INOD

NASDAQLEAN BEARISH
Swing · Multi-day confirmation4 Models · Analysis Snapshot: Feb 24, 2026, 3:02 PM · Valid for ~12h
CompletedRe-run
LEAN BEARISH
4 models· Only 75% voted — not enough for consensus
1 Long2 Short1 Contested
Stop$45.35–$49.60
Entry$44.50–$45.20
Target$38.60–$40.80
LowConditionalHigh
Key Disagreements
  • Split opinion: 1 model(s) LONG vs 2 model(s) SHORT
  • Claude-Opus-4.5(55% LONG): "INOD presents a compelling mean-reversion opportunity with strong AI/data services fundamentals heading into earnings on February 26, 2026. The stock has pulled back ~30% from recent highs, creating an oversold condition (RSI 39.53 with rising momentum), while sitting at a high-volume node near $45.25 that should provide technical support. The company has a proven track record of beating earnings estimates — the last three quarters showed EPS surprises of +22%, +54%, and +14% respectively — suggesting another beat could catalyze a sharp recovery. Analyst price targets remain extremely bullish with BWS Financial at $110 and Wedbush at $90 (both implying 100%+ upside), and the recent Palantir partnership validates INOD's positioning in the AI data engineering space. At 44x trailing P/E with 40%+ revenue growth trajectory, the valuation is supported by genuine AI-driven expansion with Big Tech clients. The stock is 68% above its 52-week low and 53% below its 52-week high, leaving substantial room for recovery on a positive earnings catalyst."
BEAR (2)
BULL (1)
0%1 skip0%
Bear Case(3 models)
DeepSeek-R10%

Technical resistance at $49.25 appears unbreakable with current volume. Extreme valuation (P/E 44.4, P/B 14.7) is unsustainable given high debt and negative growth metrics. Market regime favors large-caps over high-beta small-caps like INOD, with volume profile showing minimal support until $42.72.

GPT-5.20%

Technicals favor continuation lower: daily RSI is bearish (~39) and the stock is pinned below key resistance (~ $49.25) with a bearish moving-average setup (SMA20 < SMA50) and a “strong bearish” composite signal. Macro/regime is also a headwind: the market is in a trending, risk-off transition with small-cap under performance and flight-to-safety behavior—conditions that typically pressure high-beta, richly valued names like INOD. Fundamentally, valuation and leverage look stretched for a volatile tape (P/E ~44, P/S ~6, P/B ~14.7) with meaningful downside if earnings/guidance disappoints; with price only ~9% above support (~ $40.82) , a breakdown could accelerate into that level or lower.

Claude-Sonnet-4.5

INOD is down 52.7% from its 52-week high of $93.85, showing severe momentum deterioration in a bearish market regime (80% confidence trending/bearish) . The stock trades at extreme valuations (P/E 44.4x, P/B 14.67x, P/S 5.99x) that leave no room for error, especially with earnings reporting TODAY creating massive binary risk. Technical structure is decisively bearish with strong bearish signal (60 strength) , price trapped below resistance at $49.25, and volume profile showing Point of Control at $59.18 (+33% above current price) indicating significant overhead supply. Major insider stock sale

Bull Case(2 models)
Claude-Opus-4.50%

INOD presents a compelling mean-reversion opportunity with strong AI/data services fundamentals heading into earnings on February 26, 2026. The stock has pulled back ~30% from recent highs, creating an oversold condition (RSI 39.53 with rising momentum), while sitting at a high-volume node near $45.25 that should provide technical support. The company has a proven track record of beating earnings estimates — the last three quarters showed EPS surprises of +22%, +54%, and +14% respectively — suggesting another beat could catalyze a sharp recovery. Analyst price targets remain extremely bullish with BWS Financial at $110 and Wedbush at $90 (both implying 100%+ upside), and the recent Palantir partnership validates INOD's positioning in the AI data engineering space. At 44x trailing P/E with 40%+ revenue growth trajectory, the valuation is supported by genuine AI-driven expansion with Big Tech clients. The stock is 68% above its 52-week low and 53% below its 52-week high, leaving substantial room for recovery on a positive earnings catalyst.

Claude-Sonnet-4.5

INOD presents a compelling long opportunity at a deeply discounted valuation following a -52.7% drawdown from 52-week highs. The company is reporting Q4/FY 2025 earnings TODAY (Feb 24, 2026) with prior guidance targeting 40%+ revenue growth, backed by a recent Palantir partnership (Jan 2026) and a new prime contract with the U. S. Missile Defense Agency's SHIELD program, validating their AI data engineering services in high-margin government sectors. Technically, price is sitting just above critical support at $40.82 with RSI at 39.53 showing oversold conditions and momentum trending upward, w

What Would Invalidate
  • Close below $40.50 (below key support at $40.82 and lower Bollinger Band at $41.77) would invalidate the mean-reversion thesis and confirm continuation of the downtrend.
  • Daily close above $49.25 (clear reclaim of resistance/failed breakdown) invalidates the short thesis.
  • Daily close above $45.35 (high-volume node resistance)
DeepSeek R1Deep
Analysis Outcome
SHORT
4.35R·69% confidence
Entry
$44.50
Target
$40.80
Stop
$45.35

Technical resistance at $49.25 appears unbreakable with current volume. Extreme valuation (P/E 44.4, P/B 14.7) is unsustainable given high debt and negative growth metrics. Market regime favors large-caps over high-beta small-caps like INOD, with volume profile showing minimal support until $42.72.

Bull/Bear CompetitionWinner: BEAR
Bear 69%Δ 14%Bull 55%
Bear Case

Technical resistance at $49.25 appears unbreakable with current volume. Extreme valuation (P/E 44.4, P/B 14.7) is unsustainable given high debt and negative growth metrics. Market regime favors large-caps over high-beta small-caps like INOD, with volume profile showing minimal support until $42.72.

Bull Case

Innodata shows technical oversold potential with RSI near 40 and price holding above SMA 20/50, suggesting a possible bounce. Its high ROE (46.7%) and consistent EPS beats (last 3 quarters >20% surprises) reflect operational efficiency. The high-volume node at $45.25 provides a logical near-term target if buyers step in.

Analysis Notes

Thesis Competition: BEAR case won (69% vs 55%).

9m 56s18 tools
GPT-5.2Balanced
Analysis Outcome
SHORT
1.50R·60% confidence
Entry
$45.20
Target
$38.60
Stop
$49.60

Short-biased swing: bearish technical structure beneath ~ $49 resistance with risk-off regime headwinds and valuation/leverage vulnerability into a near-term earnings catalyst; target a move toward/below the ~ $40.8 support zone.

Bull/Bear CompetitionWinner: BEAR
Bear 60%Δ 5%Bull 55%
Bear Case

Technicals favor continuation lower: daily RSI is bearish (~39) and the stock is pinned below key resistance (~ $49.25) with a bearish moving-average setup (SMA20 < SMA50) and a “strong bearish” composite signal. Macro/regime is also a headwind: the market is in a trending, risk-off transition with small-cap under performance and flight-to-safety behavior—conditions that typically pressure high-beta, richly valued names like INOD. Fundamentally, valuation and leverage look stretched for a volatile tape (P/E ~44, P/S ~6, P/B ~14.7) with meaningful downside if earnings/guidance disappoints; with price only ~9% above support (~ $40.82) , a breakdown could accelerate into that level or lower.

Bull Case

INOD is trading near a key demand zone (support ~40.8) with daily RSI ~39 and rising, suggesting downside momentum is fading and setting up a mean-reversion swing back toward overhead supply. Volume profile shows a high-volume node near ~ $45.25 with price holding/rotating around it, which often acts as an acceptance area that can springboard price into the next low-volume zone (around the low $50s) . Fundamentally/sentiment-wise, INOD remains an AI/data-engineering beneficiary (recent partnership/contract headlines, bullish analyst targets) , and the stock is >50% off its 52-week high—leaving room for a sharp repricing if the next update/earnings narrative confirms growth durability.

Analysis Notes

Thesis Competition: BEAR case won (60% vs 55%).

3m 18s30 tools
Claude Opus 4.5Deep
Analysis Outcome
LONG
1.95R·55% confidence
Entry
$44.40
Target
$52.00
Stop
$40.50

INOD presents a compelling mean-reversion opportunity with strong AI/data services fundamentals heading into earnings on February 26, 2026. The stock has pulled back ~30% from recent highs, creating an oversold condition (RSI 39.53 with rising momentum), while sitting at a high-volume node near $45.25 that should provide technical support. The company has a proven track record of beating earnings estimates — the last three quarters showed EPS surprises of +22%, +54%, and +14% respectively — suggesting another beat could catalyze a sharp recovery. Analyst price targets remain extremely bullish with BWS Financial at $110 and Wedbush at $90 (both implying 100%+ upside), and the recent Palantir partnership validates INOD's positioning in the AI data engineering space. At 44x trailing P/E with 40%+ revenue growth trajectory, the valuation is supported by genuine AI-driven expansion with Big Tech clients. The stock is 68% above its 52-week low and 53% below its 52-week high, leaving substantial room for recovery on a positive earnings catalyst.

Bull/Bear CompetitionWinner: BULL
Bull 55%Δ 3%Bear 52%
Bull Case

INOD presents a compelling mean-reversion opportunity with strong AI/data services fundamentals heading into earnings on February 26, 2026. The stock has pulled back ~30% from recent highs, creating an oversold condition (RSI 39.53 with rising momentum), while sitting at a high-volume node near $45.25 that should provide technical support. The company has a proven track record of beating earnings estimates — the last three quarters showed EPS surprises of +22%, +54%, and +14% respectively — suggesting another beat could catalyze a sharp recovery. Analyst price targets remain extremely bullish with BWS Financial at $110 and Wedbush at $90 (both implying 100%+ upside), and the recent Palantir partnership validates INOD's positioning in the AI data engineering space. At 44x trailing P/E with 40%+ revenue growth trajectory, the valuation is supported by genuine AI-driven expansion with Big Tech clients. The stock is 68% above its 52-week low and 53% below its 52-week high, leaving substantial room for recovery on a positive earnings catalyst.

Bear Case

INOD presents a compelling short case heading into earnings on February 26, 2026. The stock has already dropped ~30% from recent highs as AI euphoria cools, and the technical structure is strongly bearish with RSI at 39.53, MACD deeply negative at -3.496, and price trading right at the converged SMA 20/SMA 50 resistance zone ( $44.41) . The valuation remains stretched at P/E of 44.4x, P/B of 14.7x, and EV/EBITDA of 31.8x despite the pullback. Volume profile shows current price ( $44.48) is well below the Point of Control at $59.18, indicating price is trading in a low-volume zone with potential to slide toward the value area low at $42.72. The market regime is bearish with high risk level, and small-cap names like INOD (beta 2.417) are particularly vulnerable in risk-off environments. Rating downgrades from Weiss and Zacks to "Hold" signal institutional caution ahead of earnings.

Analysis Notes

Thesis Competition: BULL case won (55% vs 52%).

2m 47s35 tools
Claude Sonnet 4.5Balanced
Analysis Outcome
NO TRADE0% edge
BULL
62%
BEAR
62%

Bull and bear cases balanced — no clear edge

Bull/Bear CompetitionBALANCED
Bull 62%Δ 0%Bear 62%
Bull Case

INOD presents a compelling long opportunity at a deeply discounted valuation following a -52.7% drawdown from 52-week highs. The company is reporting Q4/FY 2025 earnings TODAY (Feb 24, 2026) with prior guidance targeting 40%+ revenue growth, backed by a recent Palantir partnership (Jan 2026) and a new prime contract with the U. S. Missile Defense Agency's SHIELD program, validating their AI data engineering services in high-margin government sectors. Technically, price is sitting just above critical support at $40.82 with RSI at 39.53 showing oversold conditions and momentum trending upward, while the stock trades 68% above its 52-week low of $26.41. The company has beaten earnings estimates in the last 3 quarters (53.85%, 22.22%, and 13.64% surprises) , demonstrating consistent execution, and BWS Financial upgraded INOD to "Top Pick" in January 2026. With a 2.21: 1 reward-to-risk setup targeting the high-volume node at $59.18 (partial target at $53) , the risk/reward strongly favors longs at current levels, especially if earnings confirm the AI data demand thesis remains intact.

Bear Case

INOD is down 52.7% from its 52-week high of $93.85, showing severe momentum deterioration in a bearish market regime (80% confidence trending/bearish) . The stock trades at extreme valuations (P/E 44.4x, P/B 14.67x, P/S 5.99x) that leave no room for error, especially with earnings reporting TODAY creating massive binary risk. Technical structure is decisively bearish with strong bearish signal (60 strength) , price trapped below resistance at $49.25, and volume profile showing Point of Control at $59.18 (+33% above current price) indicating significant overhead supply. Major insider stock sales in Dec 2025 signal insiders taking profits at higher levels. The 30% monthly decline reflects institutional distribution, and in a risk-off environment with flight-to-safety into gold/treasuries, high-beta speculative AI plays (beta 2.417) face continued selling pressure. Debt-to-equity of 4.81x creates financial fragility if growth disappoints.

Analysis Notes

Thesis Competition CONTESTED: BULL case (62%) vs BEAR case (62%) - confidence delta (0%) below threshold. Trade skipped due to insufficient conviction.

2m 56s32 tools
INOD Analysis | TradeHorde