# Neighborhood Intelligence, Inc. (NXH)

> Source: Nexqual · https://nexqual.com/NXH · data as of 2026-10-23 13:32 UTC · cite as "Nexqual, Neighborhood Intelligence, Inc. (NXH), nexqual.com/NXH" · informational, not investment advice.

**Price:** USD 1.43 (-3.38% today) · US market open, as of October 23, 2026 at 13:32 UTC; quotes may be delayed. Prev close 1.48 · day 1.43–1.46 · 52w 1.38–9.18 · market cap $157M · NMS

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $1.14B, net income -$81.3M (-7.1% margin), free cash flow -$80.7M (SEC filings).
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $63K; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 5 Form 4 filings, $1.4M; 3 by opportunistic insiders, 0 by routine insiders.
- Analysts: Hold (mean 2.50 on a 1–5 scale) (6 analysts), mean target USD 8.5 (range 2–17).
- Total return with dividends: 1Y -83.0% vs S&P 500 +14.9%; 5Y -98.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-26, EPS estimate USD -0.42, revenue estimate $495M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.76B | $1.93B | $1.56B | $1.39B | $1.04B | $1.14B |
| Gross profit | $624M | $508M | $366M | $290M | $258M | — |
| Operating income | $111M | $27.0M | -$144M | -$184M | -$61.2M | -$86.7M |
| Net income | $389M | -$35.2M | -$308M | -$259M | -$84.6M | -$81.3M |
| EPS (diluted) | $8.11 | -$0.83 | -$6.81 | -$5.56 | -$1.41 | — |
| Free cash flow | $67.3M | -$27.4M | -$37.8M | -$189M | -$64.1M | -$80.7M |
| Gross margin | 22.6% | 26.3% | 23.4% | 20.8% | 24.7% | — |
| Operating margin | 4.0% | 1.4% | -9.2% | -13.2% | -5.9% | -7.6% |
| Net margin | 14.1% | -1.8% | -19.7% | -18.6% | -8.1% | -7.1% |
| Revenue growth | +10.5% | -30.0% | -19.1% | -10.6% | -25.1% | — |
| Cash + short-term investments | — | — | $303M | $159M | $175M | — |
| Total debt | $38.0M | $34.5M | — | — | $15.5M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/S 0.1x · EV/Sales 0.1x · P/B 0.7x · FCF yield -51.33% · Earnings yield -51.70% · Net cash $63.0M · EV $94.2M

## Insider sales (SEC Form 4, open-market, last ~7 months)
1 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-04 | Burkey Joanna M. | Director | 9,943 | $63K | 23.4% | Yes (adopted March 5, 2026) | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Insider purchases (SEC Form 4, open-market, last ~7 months)
5 purchases, $1.4M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-10-06 | Lemonis Marcus | EXECUTIVE CHAIRMAN & CEO | 362,319 | $1.0M | 2.76 | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-12 | Lemonis Marcus | EXECUTIVE CHAIRMAN & CEO | 23,094 | $99K | 4.3 | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-06 | Shapiro Robert Jacob | Director | 3,000 | $14K | 4.51 | Too little history (no open-market trades in 2023 or 2025) |
| 2026-08-06 | Tabacco Joseph J Jr | Director | 20,000 | $91K | 4.57 | Too little history (no open-market trades in 2025) |
| 2026-08-05 | Lemonis Marcus | EXECUTIVE CHAIRMAN & CEO | 43,382 | $203K | 4.67 | Opportunistic (traded every year 2023–2025, no repeating month) |

## Analysts
Consensus Hold (mean 2.50 on a 1–5 scale), 6 analysts; mean target USD 8.5 (low 2, high 17).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -83.0% | -98.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -83.0% | -56.9% |
| Volatility (annualized) | 76.5% | 81.8% |
| Max drawdown | -83.7% (Oct 2025→Oct 2026) | -98.7% (Nov 2021→Oct 2026) |

## Peers (Internet Retail)
TDUP (ThredUp Inc.) USD 2.26 -3.22% · JMIA (Jumia Technologies AG) USD 5.89 -0.34% · RERE (ATRenew Inc.) USD 3.82 +1.33% · HEPS (D-Market Electronic Services & ) USD 2.74 -1.79% · LQDT (Liquidity Services, Inc.) USD 43.8 -1.14% · RVLV (Revolve Group, Inc.) USD 22.51 -0.79%

## More
Full page: https://nexqual.com/NXH · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in NXH's own 10-K filed 2026-02-24 (https://www.sec.gov/Archives/edgar/data/1130713/000113071326000018/bbby-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Bed Bath & Beyond | "The buybuy BABY brand acquisition allows us to reunite two traditionally related brands, Bed Bath & Beyond and buybuy BABY, and support our customers through key life stage shopping moments." |
| Customer | Beyond | "In addition, we continue to experiment with new technologies to enhance the customer experience and iterate on delivery of new features, and with new services to become the "Everything Home Company." Specifically, we pla…" |
| Customer | PayPal (PYPL) | "Generally, we require authorization from credit card or other payment vendors whose services we offer to our customers (such as PayPal, Apple Pay, Klarna), or verification of receipt of payment, before we ship products t…" |
| Customer | Apple (AAPL) | "Generally, we require authorization from credit card or other payment vendors whose services we offer to our customers (such as PayPal, Apple Pay, Klarna), or verification of receipt of payment, before we ship products t…" |
| Partner | Medici Ventures | "Even if a new general partner is appointed in a timely manner, it may be unable to manage the activities of the Medici Ventures, L.P. fund and its portfolio company investments, which would prevent us from receiving the …" |
| Competitor | Alphabet (Google) (GOOGL) | "•online shopping services, including Google Shopping, Facebook, Instagram, and TikTok;" |
| Competitor | Amazon (AMZN) | "•online retailers with or without discount departments, including Amazon.com, AliExpress (part of the Alibaba Group), eBay, Temu, and Rakuten.com;" |
| Competitor | Alibaba (BABA) | "•online retailers with or without discount departments, including Amazon.com, AliExpress (part of the Alibaba Group), eBay, Temu, and Rakuten.com;" |
| Competitor | Meta Platforms (META) | "•online shopping services, including Google Shopping, Facebook, Instagram, and TikTok;" |
| Competitor | ByteDance | "•online shopping services, including Google Shopping, Facebook, Instagram, and TikTok;" |
| Competitor | Best Buy (BBY) | "•traditional general merchandise and specialty retailers and liquidators including Ashley Furniture, Best Buy, Costco, Crate and Barrel, Ethan Allen, Gilt, Home Depot, HomeGoods, Hudson's Bay Company, IKEA, J.C." |
| Competitor | Costco (COST) | "•traditional general merchandise and specialty retailers and liquidators including Ashley Furniture, Best Buy, Costco, Crate and Barrel, Ethan Allen, Gilt, Home Depot, HomeGoods, Hudson's Bay Company, IKEA, J.C." |
| Competitor | Home Depot (HD) | "•traditional general merchandise and specialty retailers and liquidators including Ashley Furniture, Best Buy, Costco, Crate and Barrel, Ethan Allen, Gilt, Home Depot, HomeGoods, Hudson's Bay Company, IKEA, J.C." |
| Competitor | Lowe's (LOW) | "Penney Company, Kohl's, Lands' End, Lowe's, Macy's, Nordstrom, Pottery Barn, Arhaus, RH, Ross Stores, Saks Fifth Avenue, Sears, T.J." |
| Competitor | Walmart (WMT) | "Maxx, Target, Walmart, West Elm, and Williams-Sonoma, all of which also have an online presence; and" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.42 | $-0.19 | +120.1% | $494.9M | 4 |
| Next quarter (ends 2026-12-31) | $-0.21 | $-0.11 | +99.4% | $543.9M | 4 |
| Current fiscal year (ends 2026-12-31) | $-1.32 | $-0.78 | +69.0% | $1.65B | 4 |
| Next fiscal year (ends 2027-12-31) | $-0.37 | $-0.26 | +44.8% | $2.16B | 4 |