CREX Creative Realities Inc

$CREX Bullish LD Micro Takeaway: CREX said it is “very comfortable with Q3,” expects a record Q4, and believes it can beat the ~$101M 2026 revenue consensus. Management also targets roughly 20% Adjusted EBITDA margins in Q4 and 2027. The biggest highlight was Albertsons, which management now describes as a $50M+ opportunity across ~2,200 stores. CREX is already active in roughly 500 stores with 5,000–6,000 screens, delivering more than 1 million ads per day through its platform. Combined with new wins like Zaxby’s, Qdoba and Cellular Sales, this strengthens the case for accelerating SaaS/RMN growth. Base case: $4.X–6/share Bull case: $7.X–10/share

$CREX Management said it is “very comfortable” with Q3, where consensus revenue is ~$26.1M, followed by an expected record Q4. CREX is targeting roughly 20% Adjusted EBITDA margins in 2027. Albertsons has grown into a $50M+ opportunity, while Zaxby’s, Qdoba, Cellular Sales and further enterprise migrations support continued SaaS/RMN growth. Stratacache’s disruption could create additional market-share opportunities. Base case: $4.X–6/share Bull case: $7.X–10/share Full execution: $14–19/share

$CREX Q2 Customer Update: The two customer wins discussed on the Q2 call appear to be Zaxby’s and Cellular Sales. Zaxby’s matches the 1,000+ location QSR description, while Cellular Sales matches the national wireless retailer. Qdoba appears to be an additional enterprise win, which is even more bullish and supports management’s goal of adding multiple new logos per quarter.

$CREX I should say, CEO said he wouldn't be there telling people he was confident, if he wasn't really comfortable in saying it.

$CREX So overly punished at these levels. CEO told LDMicro that he wouldn't be there telling them that he is confident that they will meet or beat analyst expectations in Q3, Q4. Over $26M revenue Q3. And over $37M in Q4.. With positive earnings, and cash flow to reduce debt.. Market cap is below $30M.

$CREX the spread on this is ridiculous. They are playing with it. 2.05 bid and 2.60 ask. I was able to catch some at 2.09

$CREX If history repeats itself, we could have a rapid, mini drawdown to the $1.80 area. $CREX has always followed this pattern before a reversal. Prepare mentally and hold tight.

$CREX So, the Nasdaq rises 5% and CREX rises 2%, but the Nasdaq falls 2% and CREX drops 10%—something doesn't add up... hmm.

$CREX The Albertsons win "serves as a critical reference for other blue-chip brands" and that they expect to "close multiple new logos on a quarterly basis going forward.” —Rick All eyes are on Albertson’s. Minimums for Q3 26: Revenue $26.2 Million SAAS run rate end of Q3 26 $22 Million Anything above these numbers and should see share price appreciation. At these numbers I’m expecting lateral move. Below these numbers (we have stalls/delays) and the situation is not good. The collapse of Stratacache (the former market leader) in early 2026 is the single biggest pipeline accelerator. CREX explicitly stated they "took over the project from a competitor" for Albertsons and that "the pipeline was enhanced as that competitor ran into trouble." This is a once-in-a-cycle consolidation opportunity — CREX is absorbing the largest digital signage player's customer base while competitors are distracted. Earnings on Monday 11/16/26 BMO

$CREX had a huge impact today. 992 shares traded today so far. Lol. We need some serious volume.

$CREX from Gemini Creative Realities (CREX) operates in a highly fragmented global digital signage industry, but they hold dominant, top-tier market share in specific high-value verticals: Vertical-Specific Market Share • #1 Provider in U.S. Quick-Serve Restaurants (QSR): CREX is the undisputed market leader in providing digital menu boards and drive-thru software analytics for U.S. fast-food chains. • 20% of Major Sports Stadiums: The company powers digital experiences and IPTV endpoints for approximately one out of every five NFL, NBA, and MLB stadiums. Their presence is expanding further with major deployments like the $8.5 million contract for the Tennessee Titans' new Nissan Stadium. • Largest Retail Media Network in Canada: Following their strategic acquisition of Cineplex Digital Media (CDM), they own and operate Canada's largest in-store retail advertising network.