Text stock expands AI strategy as MRR reaches USD 7.29 million

Published on 10/08/2026 at 10:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Text stock was trading at PLN 39.28 on October 8, 2026, while Q2 customer payments rose 6.2 percent year over year. Management targets USD 100 million ARR after migration.

Text, PLLVTSF00010, Illustration mit AI erstellt.

Text stock (ISIN PLLVTSF00010) was trading at PLN 39.28 on the GPW on October 8, 2026, up 0.46 percent from the prior close, with a market capitalization of PLN 1,011.5 million. The company is reshaping its growth plan around AI visibility, product migration and broader marketplace distribution.

AI strategy meets steady MRR

On October 5, 2026, ISBiznes reported that Text was increasing the online visibility of its core product and expanding distribution through Google Cloud, AWS, Amazon and ChatGPT marketplaces.

Head of investor relations Marcin Droba said the company was targeting USD 100 million in ARR, while the effect of customer migration would become easier to assess after two quarters, according to ISBiznes.

Recurring revenue holds its ground

Text's investor-relations page reported Q2 2026/27 MRR of USD 7.29 million at the end of September 2026, up 3.3 percent year over year but down 2.3 percent from June 30, 2026. The figure was unchanged from August.

Payments received in the quarter reached USD 23.61 million, up 6.2 percent year over year and down 2.4 percent sequentially, according to Text. API usage fees exceeded USD 450,000 after nearly doubling from the prior three months, adding a second monetization channel beyond subscription MRR.

Consensus remains above the share price

A September 17, 2026 MarketScreener consensus showed seven analysts with an Accumulate rating and an average price target of PLN 57.09. The target was PLN 17.81 above the October 8 price, equal to 45.3 percent above the price.

The valuation case therefore depends on converting product visibility and migration into recurring growth. The current 52-week range is PLN 35.50 to PLN 54.80, placing the share closer to its yearly low than its yearly high.

Dividend payment approaches

Text's remaining dividend payment for fiscal year 2025/26 is PLN 2.13 per share on October 15, 2026, according to Bulios. The date gives the stock a second near-term event alongside the company's migration program.

Text stock trades at PLN 39.28

Text stock was last at PLN 39.28 on the GPW on October 8, 2026 at 9:49 a.m. CEST. Trading volume stood at 4,460 shares, while the market capitalization was PLN 1,011.5 million.