CLOUDASTRUCTURE, INC.
- Open
- 0.29
- Day high
- 0.31
- Day low
- 0.29
- Prev close
- 0.29
- Volume
- 175K
- Mkt cap
- $7M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.4
- P/S
- 1.3
- Yield
- —
- Per share
- —
CLOUDASTRUCTURE, INC. (CSAI) is a Technology company listed on NASDAQ. The stock is down 85% over the past year.
CLOUDASTRUCTURE, INC. (CSAI) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CSAI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 17, 2026 | $-0.09 | $-0.09 | +0.0% | $1M | +0.0% |
| May 20, 2026 | $-0.10 | $-0.09 | +10.0% | $1M | +0.0% |
| Mar 31, 2026 | $-0.10 | $-0.13 | -30.0% | $2M | +38.2% |
| Nov 13, 2025 | $-0.09 | $-0.13 | -44.4% | $1M | +31.8% |
| Aug 14, 2025 | $-0.15 | $-0.14 | +6.7% | $1M | +45.3% |
| May 15, 2025 | — | $-0.16 | — | $737825 | -1.6% |
CSAI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 12, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.63 |
| Feb 5, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.61 |
| Jan 29, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.86 |
| Jan 22, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.86 |
| Jan 15, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.88 |
| Jan 14, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Option | 200,000 | $0.02 |
| Jan 8, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.85 |
| Jan 2, 2026 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $0.88 |
| Dec 29, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.04 |
| Dec 18, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.04 |
| Dec 11, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.11 |
| Dec 4, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.07 |
| Nov 28, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.07 |
| Nov 20, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.15 |
| Nov 13, 2025 | Bentley Sheldon Richard10 percent owner, other: Founder | Sell | 25,000 | $1.37 |
Source: CSAI SEC Form 4 filings, latest Feb 12, 2026. For informational purposes only — not investment advice.
See the full CSAI insider & 13F page →CLOUDASTRUCTURE, INC. company profile
Overview
Cloudastructure Inc. (NASDAQ:CSAI) is a Palo Alto-based technology company that provides cloud-based video surveillance and security solutions. Originally incorporated in 2003 as Connexed Technologies Inc., the company rebranded to Cloudastructure in September 2016 to better reflect its focus on cloud-based infrastructure solutions. The company went public in January 2025 and operates in the rapidly evolving video surveillance and security technology sector, offering artificial intelligence-powered monitoring services to businesses and organizations across the United States.
Business
Cloudastructure operates in the cloud-based video surveillance and security technology industry, which represents the convergence of traditional physical security systems with modern cloud computing and artificial intelligence technologies. The company's core offerings include several interconnected services that modernize how organizations approach security monitoring and management. The company's primary product is AI-powered video surveillance, which uses artificial intelligence algorithms to analyze video feeds in real-time, automatically detecting unusual activities, potential security threats, or specific events without requiring constant human monitoring. This technology represents a significant advancement over traditional security cameras that simply record footage for later review. Remote guarding services complement the AI surveillance by providing human oversight and response capabilities. This service allows security professionals to monitor multiple locations remotely through cloud-connected systems, reducing the need for on-site security personnel while maintaining comprehensive coverage. The remote guarding model is particularly valuable for businesses seeking to reduce security costs while maintaining or improving protection levels. The company also offers mobile surveillance solutions, which provide portable security monitoring capabilities for temporary events, construction sites, or locations where permanent infrastructure is not feasible. These systems can be quickly deployed and managed through the same cloud-based platform as fixed installations. Additionally, Cloudastructure provides smart parking solutions that use video analytics and AI to monitor parking facilities, track space availability, detect violations, and optimize parking management operations. This represents an expansion of their core surveillance technology into operational efficiency applications. All of these services are delivered through a cloud-based platform that centralizes data storage, processing, and analytics, allowing customers to access their security systems from anywhere with an internet connection while benefiting from automatic software updates and scalable storage capacity.
Revenue model
Cloudastructure generates revenue primarily through service-based subscriptions for its cloud-based security solutions. The company's business model centers on recurring monthly or annual subscription fees that customers pay for access to AI surveillance, remote guarding, and mobile surveillance services. This software-as-a-service (SaaS) approach provides predictable recurring revenue while customers benefit from ongoing service delivery, cloud storage, and continuous technology updates. The company's paying customers are primarily businesses and organizations that require security monitoring across multiple locations or need cost-effective alternatives to traditional on-site security personnel. This includes retail chains, construction companies, property management firms, event organizers, and other commercial entities that value the flexibility and cost-effectiveness of cloud-based security solutions. Several factors influence the company's profit margins. Positive margin drivers include the scalability of cloud-based services, which allows the company to serve additional customers with relatively low incremental costs once the technology infrastructure is established. The recurring subscription model also provides revenue predictability and reduces customer acquisition costs over time. Additionally, AI automation reduces the need for human monitoring personnel, potentially improving service margins. Negative margin pressures include the high upfront costs of developing and maintaining AI technology platforms, ongoing cloud infrastructure expenses that scale with customer usage, and the competitive nature of the security technology market, which may limit pricing power. The company also faces pressure from the need to continuously invest in research and development to keep pace with rapidly evolving AI and security technologies. Customer acquisition costs in the competitive security services market can be significant, particularly when competing against established security companies with existing customer relationships.
Competitive moat
Cloudastructure's competitive moat appears relatively narrow in the current market landscape. The company operates in a technology sector where barriers to entry are moderate and competition is intensifying from multiple directions. The company's primary competitive advantages include its specialized AI algorithms developed specifically for security applications and its integrated cloud platform that combines surveillance, analytics, and remote monitoring capabilities. The recurring revenue model and customer relationships built through service delivery provide some switching costs, as customers become accustomed to the platform and integrate it into their operations. However, significant competitive threats exist from multiple sources. Large technology companies like Amazon, Microsoft, and Google have substantial resources to develop competing AI-powered security solutions and can leverage their existing cloud infrastructure to offer similar services at potentially lower costs. Established security companies such as ADT, Brinks, and specialized surveillance technology firms are also investing heavily in AI and cloud-based solutions, bringing their existing customer relationships and industry expertise to bear. The technology itself does not appear to represent a sustainable moat, as AI and cloud technologies are becoming increasingly commoditized, and the core components of video analytics and remote monitoring can be replicated by well-funded competitors. The company's small size and limited financial resources compared to potential competitors may make it difficult to maintain technological leadership or compete on pricing over the long term. The company's best defensive position may lie in developing deep customer relationships and industry-specific expertise that creates switching costs, but given the company's current small scale and recent public offering, this moat has not yet been fully established.
Risks & safety
Cloudastructure presents significant financial risk with very limited margin of safety for investors. Cash burn and solvency concerns: • Cash position of only $52,000 as of Q4 2024, down from $3.0 million in Q1 2024 • Negative operating cash flow of $3.3 million for full year 2024 • Current ratio of 0.48, indicating current liabilities exceed current assets • Company is technically insolvent with total liabilities ($1.1 million) exceeding total assets ($615,000) • No debt, but severely undercapitalized for operations Valuation metrics: • Negative EBITDA of $6.1 million on revenue of $1.4 million in 2024 • Price-to-sales ratio appears elevated given the company's financial distress • No meaningful earnings to evaluate traditional valuation metrics Other considerations: • Recent IPO may have provided some capital, but financial statements suggest immediate funding needs • Revenue growth from $607,000 in 2023 to $1.4 million in 2024 shows business traction but insufficient to cover costs • Company appears to require immediate additional financing to continue operations
Recent development
Based on the available financial data, Cloudastructure has shown some positive operational momentum despite severe financial constraints. The company more than doubled its annual revenue from $607,000 in 2023 to $1.4 million in 2024, indicating growing market acceptance of its cloud-based security solutions. The company's recent initial public offering in January 2025 represents a significant strategic milestone, providing access to public capital markets for future funding needs. This transition from private to public company status suggests management's confidence in the business model and growth prospects, though it also subjects the company to increased regulatory requirements and public scrutiny. The quarterly revenue progression throughout 2024 shows consistent growth acceleration, with revenues increasing from $237,000 in Q1 to $440,000 in Q4. This trend suggests the company is successfully acquiring new customers and potentially expanding services with existing clients. However, the company has not yet achieved operational efficiency, as evidenced by widening losses despite revenue growth. The EBITDA loss increased from $7.0 million in 2023 to $6.1 million in 2024, showing some improvement in operational efficiency relative to revenue growth, but still indicating the company is far from profitability. The company's focus on AI-powered surveillance and remote guarding services aligns with broader industry trends toward automation and remote monitoring, particularly accelerated by the COVID-19 pandemic's impact on traditional security staffing models.
CSAI company profile · for informational purposes only — not investment advice.
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