Research Solutions Q2 revenue misses analyst expectations

Research Solutions

12/02/2026 21:21

Overview

AI-powered research platform's fiscal Q2 revenue missed analyst expectations

Net income for fiscal Q2 improved significantly from a loss last year

Adjusted EBITDA for fiscal Q2 grew 36% yr/yr

Outlook

Company did not provide specific guidance for future quarters or full year in press release

Result Drivers

B2B PLATFORM GROWTH - Co reported 14% increase in ARR to $21.8 mln, driven by 47 net new deployments and organic growth in B2B platform

REVENUE MIX SHIFT - Improved gross margin to 52.4% driven by shift to higher-margin platform revenue

TRANSACTIONS REVENUE DECLINE - Co reported decline in transactions revenue due to customer churn and reduced volume from larger customers

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$11.80 mln
$12.16 mln (3 Analysts)
Q2 EPS
$0.02
Q2 Gross Margin
52.40%
Q2 Operating Expenses
$5.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Research Solutions Inc is $5.00, about 99.2% above its February 11 closing price of $2.51

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nPn6lFMbfa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)