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SurgePays, Inc. (SURG)

$0.41 $-0.05 (-11.08%) |Avoid · 18
Bottom line: SELL — our Council read (18/100) and AI Score (18/100) broadly agree.
MCap: $8.61M| Vol: 2.88M|
Data from FMP · Methodology

For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

SurgePays, Inc. (SURG) trades at $0.41 with AI Score 18/100 (Grade F). SurgePays, Inc. focuses on providing financial technology and telecommunications solutions to the underbanked in the United States. Market cap: $8.61M, Sector: Technology.

Price live · AI analysis from May 10, 2026
SurgePays, Inc. focuses on providing financial technology and telecommunications solutions to the underbanked in the United States. It utilizes a blockchain platform to transform corner stores into tech-hubs, offering various financial and prepaid products.

Analyst Coverage for SURG: SURG does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SURG against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.

Council Score · Weighted Average of 3 Disciplines
SELL 18/100 · F

SURG: 1/1 perspectives are bearish.

How is this calculated? →
Council Score · 8 perspectives · See tabs for details →

SurgePays, Inc. (SURG) Technology Profile & Competitive Position

CEOKevin Brian Cox
Employees130
HeadquartersBartlett, TN, US
IPO Year2018

SurgePays, Inc. delivers financial technology and telecommunications services to the underbanked in the U.S., leveraging a blockchain platform to convert local stores into tech-hubs. The company provides prepaid wireless plans, mobile broadband, and business intelligence solutions, targeting a niche market with tailored services.

Data Provenance | Financial Data Quantitative Analysis NASDAQ Analysis: May 10, 2026

What Is the Investment Thesis for SURG?

SurgePays, Inc. presents a focused investment opportunity within the fintech and telecommunications sectors, specifically targeting the underbanked market. The company's blockchain-based platform and conversion of corner stores into tech-hubs offer a unique approach to reaching this demographic. While the company's market capitalization is approximately $0.01 billion, potential investors should note the negative profit margin of -63.3% and gross margin of -18.6%. Key growth catalysts include expanding its subsidized mobile broadband services and increasing adoption of its platform among corner stores. However, the company's negative profitability and reliance on a niche market represent significant risks. Investors should carefully evaluate the company's ability to improve its financial metrics and scale its operations effectively.

Based on FMP financials and quantitative analysis

SURG Key Highlights

  • Market capitalization of $8.61M indicates a small-cap company with potential for growth but also higher risk.
  • Negative profit margin of -63.3% signals significant challenges in achieving profitability.
  • Gross margin of -18.6% suggests that the cost of goods and services exceeds revenue, requiring operational improvements.
  • Beta of 0.34 indicates lower volatility compared to the overall market, potentially offering stability during market downturns.
  • No dividend yield reflects the company's focus on reinvesting earnings for growth rather than distributing profits to shareholders.

Who Are SURG's Competitors?

SURG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
NOW ServiceNow, Inc. $112.48 +4.22% $116.00B 71
RSASF RESAAS Services Inc. $0.30 +8.61% $25.27M 69
CSAI Cloudastructure Inc. $0.39 +6.65% $7.25M 68
PDFS PDF Solutions, Inc. $51.63 -9.02% $2.13B 68
AVLR Avalara, Inc. $93.48 +0.03% 63
RCT RedCloud Holdings plc $0.24 +0.00% $10.78M 63
LTCH Latch, Inc. $0.17 -17.50% $27.10M 63
PDC PDC $5.40 -1.46% $16.47M 63

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are SURG's Key Strengths?

  • Unique blockchain platform targeting the underbanked market.
  • Established network of tech-enabled corner stores.
  • Bilingual operations center.
  • Diversified revenue streams from telecommunications and legal services.

What Are SURG's Weaknesses?

  • Negative profit and gross margins.
  • Reliance on a niche market.
  • Limited brand recognition.
  • Small market capitalization.

What Could Drive SURG Stock Higher?

  • Expansion of subsidized mobile broadband services to new states.
  • Increased adoption of blockchain platform among corner stores.
  • Potential new partnerships with law firms in the mass tort industry.
  • Launch of new financial products tailored to the underbanked market.

What Are the Key Risks for SURG?

  • Financial-distress signal — its Altman Z-Score of -24.73 sits in the distress zone (elevated bankruptcy risk).
  • Weak fundamentals — a Piotroski F-Score of 2/9 flags soft profitability, leverage or efficiency.
  • Regulatory changes impacting telecommunications and financial services.
  • Competition from established telecommunications providers.
  • Economic downturn affecting the underbanked community.
  • Technological advancements rendering current platform obsolete.
  • Negative profit and gross margins impacting financial sustainability.

What Are the Growth Opportunities for SURG?

  • Expansion of Subsidized Mobile Broadband Services: SurgePays has the opportunity to expand its subsidized mobile broadband services to additional states beyond its current coverage in California, Colorado, Florida, Illinois, Maryland, Mississippi, Missouri, Nevada, New Jersey, Ohio, Oklahoma, Rhode Island, Tennessee, and Texas. This expansion could significantly increase its customer base and revenue streams, particularly as government programs supporting broadband access continue to grow. The timeline for expansion depends on regulatory approvals and partnerships with local providers, but represents a substantial growth driver over the next 3-5 years.
  • Increased Adoption of Blockchain Platform: SurgePays can drive growth by increasing the adoption of its blockchain platform among corner stores and bodegas. By converting more of these locations into tech-hubs, the company can expand its reach and offer a wider range of financial and prepaid products to the underbanked community. This strategy requires effective marketing and partnerships with store owners, but could lead to significant revenue growth within the next 2-3 years.
  • Development of New Financial Products: SurgePays has the opportunity to develop and introduce new financial products tailored to the specific needs of the underbanked. This could include micro-loans, prepaid debit cards, and other innovative solutions that address the financial challenges faced by this demographic. Successful product development and launch could drive customer acquisition and increase revenue per user over the next 1-2 years.
  • Leveraging the Bilingual Operations Center: SurgePays can leverage its bilingual operations center to provide enhanced customer support and expand its reach to Spanish-speaking communities within the United States. This capability can differentiate the company from competitors and drive customer loyalty. Effective utilization of the operations center can lead to improved customer satisfaction and increased revenue within the next year.
  • Strategic Partnerships with Law Firms: SurgePays can strengthen its relationships with law firms in the mass tort industry by providing enhanced marketing business intelligence and case load management solutions. By offering valuable services that improve the efficiency and effectiveness of these firms, SurgePays can secure long-term contracts and generate recurring revenue. Building strong partnerships with key law firms can drive revenue growth over the next 2-3 years.

What Opportunities Does SURG Have?

  • Expansion of subsidized mobile broadband services to additional states.
  • Increased adoption of blockchain platform among corner stores.
  • Development of new financial products for the underbanked.
  • Strategic partnerships with law firms.

What Threats Does SURG Face?

  • Regulatory changes affecting telecommunications and financial services.
  • Competition from established telecommunications providers.
  • Economic downturn impacting the underbanked community.
  • Technological advancements rendering current platform obsolete.

What Are SURG's Competitive Advantages?

  • Proprietary blockchain platform tailored for the underbanked market.
  • Established network of corner stores and bodegas converted into tech-hubs.
  • Bilingual operations center providing a competitive advantage in serving diverse communities.
  • Relationships with law firms in the mass tort industry.

What Does SURG Do?

SurgePays, Inc., established to address the needs of the underbanked community in the United States, operates as a financial technology and telecommunications company. The company's core strategy involves transforming corner stores and bodegas into technology hubs using its proprietary blockchain platform. This platform offers a suite of financial and prepaid products designed to meet the specific needs of this demographic. SurgePays provides a range of services, including voice and SMS text messaging, subsidized mobile broadband, and prepaid wireless plans, catering to both subsidized and direct retail prepaid customers. The company extends its services to consumers in multiple states, including California, Colorado, Florida, Illinois, Maryland, Mississippi, Missouri, Nevada, New Jersey, Ohio, Oklahoma, Rhode Island, Tennessee, and Texas. Beyond its consumer offerings, SurgePays delivers marketing business intelligence, plaintiff generation, and case load management solutions, primarily serving law firms specializing in mass tort litigation. To support its operations, SurgePays operates a bilingual operations center that provides sales support, customer service, IT infrastructure design, graphic media, database programming, software development, revenue assurance, lead generation, and other operational support services. Headquartered in Bartlett, Tennessee, SurgePays continues to focus on expanding its reach and enhancing its service offerings within the underbanked market.

What Products and Services Does SURG Offer?

  • Provides financial technology solutions to the underbanked community in the United States.
  • Offers a blockchain platform that transforms corner stores into tech-hubs.
  • Delivers voice and SMS text messaging services to prepaid customers.
  • Provides subsidized mobile broadband services in multiple states.
  • Offers prepaid wireless plans to low-income consumers.
  • Provides marketing business intelligence and case load management solutions to law firms.
  • Operates a bilingual operations center for customer and operational support.

How Does SURG Make Money?

  • Generates revenue from voice and SMS text messaging services.
  • Earns revenue from subsidized mobile broadband services.
  • Revenue from prepaid wireless plans.
  • Provides marketing business intelligence and case load management solutions to law firms for a fee.

What Industry Does SURG Operate In?

SurgePays, Inc. operates within the application software industry, a segment of the broader technology sector. The industry is characterized by rapid innovation, evolving customer needs, and intense competition. SurgePays differentiates itself by focusing on the underbanked market, a niche that presents both opportunities and challenges. The company's success depends on its ability to navigate regulatory hurdles, adapt to technological advancements, and effectively compete with established players in the telecommunications and financial technology sectors. The market for financial services for the underbanked is growing, driven by increasing demand for accessible and affordable solutions.

Who Are SURG's Key Customers?

  • Underbanked individuals in the United States.
  • Subsidized and direct retail prepaid customers.
  • Low-income consumers seeking affordable telecommunications services.
  • Law firms specializing in mass tort litigation.
AI Confidence: 68% Updated: May 10, 2026

ROE 356%Key Financial Metrics

Return on equity for SurgePays, Inc. stands at 356.2%, a gauge of how efficiently it converts shareholder capital into profit. A current ratio of 0.32 means current liabilities exceed short-term assets, a liquidity point worth watching.

How SurgePays, Inc. Is Valued

SurgePays, Inc. carries a market capitalization of $8.61M, placing it in the micro-cap category. Relative to its peer group, SURG's quantitative score of 18/100 is below the peer average of 68/100.

F-Score 2/9Financial Health

SurgePays, Inc.'s Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -24.73 places it in the distress zone, a signal of elevated financial risk.

FY2026 estForward Outlook

Wall Street analysts project SurgePays, Inc. revenue of about $65.0M for fiscal 2026, with EPS near $-0.70.

SURG Financials

Fundamental Snapshot

Revenue Growth (FY)
-6.4%
Net Income Growth (FY)
+21.1%
EPS Growth (FY)
+24.7%
Free Cash Flow Growth (FY)
+2.4%
Return on Equity (TTM)
+356.2%
Current Ratio
0.3

Based on FMP financials and quantitative analysis · FY 2025

Bull Case vs Bear Case

Bull Case

  • Insiders seem to be positioning themselves favorably, which could signal confidence in SurgePays' future prospects.
  • The community's general optimism around SurgePays might drive more attention and potentially increase demand for the stock.
  • Recent developments suggest SurgePays is gaining traction in its market, which could translate to increased revenue and profitability down the line.
  • Market perception appears to be shifting positively towards SurgePays, possibly due to successful partnerships or new product launches.

Bear Case

  • Recent insider activity could be interpreted as a move to reduce risk, suggesting potential concerns about SurgePays' near-term performance.
  • Some community members express skepticism about SurgePays' long-term viability, citing concerns about competition or market saturation.
  • The market's perception of SurgePays might be overly optimistic, potentially leading to a correction if the company fails to meet expectations.
  • Recent market developments could negatively impact SurgePays' business model, such as regulatory changes or shifts in consumer behavior.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026

SURG Latest News

SURG Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SURG.

Price Targets

Wall Street price target analysis for SURG.

SURG MoonshotScore

18/100

What does this score mean?

The MoonshotScore rates SURG's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.

Leadership: Kevin Brian Cox

CEO

Kevin Brian Cox serves as the CEO of SurgePays, Inc., managing a team of 130 employees. His background includes extensive experience in the telecommunications and financial technology sectors. Prior to joining SurgePays, Cox held leadership positions in various companies, focusing on strategic planning, business development, and operational management. His expertise lies in identifying market opportunities and driving growth through innovative solutions. He is responsible for the overall strategic direction and operational execution of SurgePays.

Track Record: Under Kevin Brian Cox's leadership, SurgePays has focused on expanding its reach within the underbanked market and enhancing its technology platform. Key milestones include the development and deployment of the blockchain-based platform, the expansion of subsidized mobile broadband services, and the establishment of strategic partnerships with law firms. Cox has been instrumental in driving the company's growth and establishing its position as a provider of financial technology and telecommunications solutions for the underbanked.

SurgePays, Inc. Technology Stock: Key Questions Answered

What does SurgePays, Inc. do?

SurgePays, Inc. provides financial technology and telecommunications services to the underbanked community in the United States. The company's core offering is a blockchain-based platform that transforms corner stores and bodegas into tech-hubs, offering a suite of financial and prepaid products. These products include voice and SMS text messaging, subsidized mobile broadband, and prepaid wireless plans. Additionally, SurgePays provides marketing business intelligence and case load management solutions to law firms, diversifying its revenue streams and market reach.

What do analysts say about SURG stock?

Analyst coverage of SurgePays, Inc. (SURG) is limited, reflecting its small market capitalization. Key valuation metrics, such as price-to-earnings and price-to-sales ratios, are difficult to assess due to the company's negative profitability. Growth considerations center on the company's ability to expand its services, improve its financial performance, and capitalize on the growing demand for financial solutions among the underbanked. Investors should conduct thorough due diligence and consider the risks associated with investing in a small-cap company with negative profit margins.

What are the main risks for SURG?

The main risks for SurgePays, Inc. include regulatory changes affecting the telecommunications and financial services industries, competition from established telecommunications providers, and the potential for an economic downturn to negatively impact the underbanked community. Additionally, the company faces the risk of technological advancements rendering its current platform obsolete. The company's negative profit and gross margins also pose a significant risk to its financial sustainability, requiring effective cost management and revenue growth strategies.

What are the key factors to evaluate for SURG?

SurgePays, Inc. (SURG) holds an AI score of 18/100 (low). Not financial advice.

How frequently does SURG data refresh on this page?

SURG prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.

What has driven SURG's recent stock price performance?

SurgePays, Inc. (SURG) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Unique blockchain platform targeting the underbanked market. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider SURG overvalued or undervalued right now?

Valuing SurgePays, Inc. (SURG) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

What research should beginners do before buying SURG?

Before investing in SurgePays, Inc. (SURG), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • Financial data may be outdated.
  • Analyst coverage may be limited.
Data Sources

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