Verb Technology’s Stock Price Still Makes No Freakin’ Sense!

Last month, I picked up on a crazy story about Verb Technology Company [NASDAQ: VERB].

The headline: Verb Technology’s Stock Price Makes No Sense!

Why that headline?

Because Verb was MASSIVELY undervalued. So much so, that it made no sense. (I’ll recap why in a minute.)

This month, I want to pick up on the story again.

Why?

Because now, Verb’s even more undervalued than before.

Stick around. I’ll show you why.

Recap: Why Was Verb Technology So Undervalued?

Let’s keep this brief.

The whole Verb Technology [NASDAQ: VERB] undervaluation story basically went like this.

• Verb had 1 million issued and outstanding shares at the time (993.12k, to be exact).
• Those shares were trading at about $4 a pop.
• Meanwhile, Verb had $13.4 million in cash and cash equivalents on the books.
• Take that cash position and divide it by the number of outstanding shares, and you basically end up at $13.50/share.

Now, already, that sounds promising. But the story only gets better from here.

Also, just in case you were wondering if I somehow missed something major in the original analysis, you can go take a look here if you wanna check my homework. Long story short — no, the company’s not swimming in debt, liabilities, or anything else.

Verb was simply undervalued.

By a lot.

Especially when you consider the second part of the story — the part where I figured out why Verb was so undervalued. So let’s pick up there.

If we go back over the last few years, the Verb story was the complete opposite — the company was hugely overvalued.

In fact, at one point during that whole “everything tech is gold and if it’s also ecommerce it’s even more gold” era (Covid), Verb was trading at an equivalent of over $3k per share. (There’s been a 1:200 reverse split between then and now.)

So what led to such a crazy valuation?

Simple.

Aside from the Covid moment, Verb was also at the forefront of the supposed “livestream social commerce” revolution. Something that had shot off like a rocket in China, but never quite made it here, as hard as Covid tried. (PS: If you don’t know what livestream social commerce is, I talk about it in the original coverage I did on Verb’s undervalued stock price.)

Anyway, since those heady days, most people have given up on livestream social commerce, and thus, the company. Therefore, the assumption was, Verb was nothing more than a fiery cash-burning machine, and so it was going to die.

And, it almost did, which (almost) makes today’s low-low-low valuation seem sane.

After all, even if you’ve got a bajillion-gazillion bucks worth of cash, that cash is worth nothing if all you’re gonna do is chuck it in a bonfire.

But then something started to happen.

Out of nowhere, livestream social commerce began catching on in the West.

TikTok started reporting some big growth numbers on that front, particularly in the US.

Gary Vee started getting excited. (Really excited.)

And Verb’s revenue started to take off in a major way.

Here’s Verb’s 2024 revenue timeline:

• Q1: $7k
• Q2: $37k
• Q3: $128k
• Q4: $723k

Wanna know what happened in Q1 2025?

Why Verb’s Even More INSANELY Undervalued Today

Now we’re all caught up with where we were last month, let’s talk about what’s changed since then.

Verb Technology Company [NASDAQ: VERB] released its Q1 2025 results.

And guess what!?

Verb beat all analyst expectations! (BTW, hi analysts! I hate to say I told you so… but come on, guys, if you could be bothered to do 10 minutes of legwork, you would’ve seen this coming!)

So let’s pick up where we left off (Verb’s cash position and its revenues) with some up-to-date numbers.

Let’s start with revenues, which, no surprises, shot up once again, hitting $1.3 million, basically doubling Q4 2024.

That’s huge… probably more huge than you might think.

To put a bit of perspective on that, Q4 is the best quarter in retail (which livestream social commerce basically is) by a long shot. Q1, on the other hand, is the worst. Again, by a long shot.

So, for Verb to almost double its Q4 revenues in Q1… well, I think you get the picture.

Massive.

Anyway, let’s keep moving along with Verb’s Q1 2025 numbers. This time, let’s circle back to the first piece of our undervaluation story — Verb’s cash position.

Currently, Verb’s got $12.24 million on the books vs 1.11 million shares outstanding. So, about $11.00/share.

Now, I know what you’re thinking. “That’s worse than Q4 2024! How can you still think Verb’s more undervalued than then!? Especially now they’re trading at $5-6 a share!”

And yeah, okay, fair enough. Verb’s cash position, both in gross amount and cash-per-share, has declined while its share price has increased.

But remember this — neither of those numbers changed by much.

$13.4 million → $12.24 million isn’t huge.

993k → 1.11 million shares outstanding isn’t huge.

And, ~$4 → ~$5 isn’t a huge appreciation in share price, either.

Meanwhile… did you see the trajectory of Verb’s revenues?

It doesn’t take a great leap of the imagination to see where that story’s going.

Oh, and did you hear about their sexy AI acquisition in Q1?

That was for Lyvecom — an AI Social Commerce Technology Platform.

That deal was worth $8.5 million, including a $3 million upfront cash component along with an additional $1.125 million owed to Lyvecom’s SAFE investors, and the issuance of ~185k restricted shares. (The other $3 million’s accounted for by a 24-month earn-out agreement contingent on Lyvecome hitting specific metrics.)

Oh hey, suddenly the drop in cash value and the increase in shares outstanding doesn’t look so bad… Am I right!?

What’s Next For Verb?

Look, I’m not going to pretend I know the exact answer to the question “where to from here?” for Verb Technology [NASDAQ: VERB].

I’m way less of an analyst and way more of a state-the-obvious, “the sun’s gonna come out tomorrow because… well… duh” kinda guy.

And so that’s exactly what I’m gonna do here — state the obvious.

Here goes:

• Verb’s revenue is consistently increasing from quarter to quarter, and not by an insignificant amount.
• Verb’s cash position is more than healthy (we’re talking $11/share for a company that’s trading at ~$5 a share), even after a spendy acquisition.
• Livestream social commerce is finally having its heyday and showing no sign of slowing down. (Numbers vary here, but most sources converge somewhere around a 33% CAGR through to the mid-2030s.)

And let’s not forget about Lyvecom (Verb’s sexy AI acquisition).

That’s only going to further compound Verb’s ballooning revenues, particularly given one of the platform’s key features — an AI-powered recommendation engine. (FYI: Remember how Groupon [NASDAQ: GRPN] just smashed analyst expectations? AI-powered recommendations were a big part of that story.)

So with all that out of the way, let me make one final statement of the obvious.

If all of the above is correct (it is) and Verb’s management doesn’t do anything stupid (unlikely), then, as surely as the sun will continue to rise (it will), so too will Verb’s true value.

The only bit that’s not obvious is what time investors will finally wake up to watch this sun rise.

But hey, no harm in waking up early.

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(Featured image by Oyemike Princewill via Unsplash)

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