Open in Screener

ALDX

Aldeyra Therapeutics Inc

Jun 05 • 04:00PM ET

1.63

-0.13 -7.39 %

Healthcare • Biotechnology • USA • Micro • NASD

Peers: AARD AGEN CNTB GALT IMUX KZIA NTHI SPRO VANI VRCA

| Held by: VTI IWM VXF IWO VTWO DFMC IWC VHT PRFZ ITOT

Index	RUT	P/E	-	EPS (ttm)	-0.46	Insider Own	3.18%	Shs Outstand	60.32M	Perf Week	-6.86%
Market Cap	98.33M	Forward P/E	-	EPS next Y	-0.21	Insider Trans	20.40%	Shs Float	58.40M	Perf Month	-6.32%
Enterprise Value	48.84M	PEG	-	EPS next Q	-0.10	Inst Own	62.27%	Short Float	12.98%	Perf Quarter	-66.04%
Income	-27.37M	P/S	-	EPS this Y	27.68%	Inst Trans	-7.47%	Short Ratio	2.47	Perf Half Y	-66.53%
Sales	0.00M	P/B	2.33	EPS next Y	48.97%	ROA	-34.28%	Short Interest	7.58M	Perf YTD	-68.53%
Book/sh	0.70	P/C	1.51	EPS next 5Y	-	ROE	-51.76%	52W High	6.18 -73.60%	Perf Year	-33.47%
Cash/sh	1.08	P/FCF	-	EPS past 3/5Y	19.04% 12.61%	ROIC	-64.92%	52W Low	1.07 52.34%	Perf 3Y	-85.64%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	10.28% 6.82%	Perf 5Y	-87.10%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	53.00%	Oper. Margin	-	ATR (14)	0.13	Perf 10Y	-71.00%
Dividend Ex-Date	-	Quick Ratio	2.69	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	44.94	Recom	1.50
Dividend Gr. 3/5Y	- -	Current Ratio	2.69	EPS Q/Q	65.50%	SMA20	-3.01%	Beta	1.19	Target Price	7.00
Payout	-	Debt/Eq	0.37	Sales Q/Q	-	SMA50	-2.78%	Rel Volume	0.31	Prev Close	1.76
Employees	8	LT Debt/Eq	0.00	Earnings	Apr 30	SMA200	-60.74%	Avg Volume	3.06M	Price	1.63
IPO	May 02, 2014	Option/Short	Yes / Yes	EPS/Sales Surpr.	38.46% -	Trades		Volume	946,139	Change	-7.39%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-18-26	Downgrade	H.C. Wainwright	Buy → Neutral	$2
Apr-03-24	Upgrade	Oppenheimer	Perform → Outperform	$10
Apr-02-24	Resumed	H.C. Wainwright	Buy	$10
Apr-27-22	Resumed	H.C. Wainwright	Buy	$15
Feb-08-21	Initiated	H.C. Wainwright	Buy	$26
Dec-16-20	Initiated	Berenberg	Buy	$32
Oct-30-20	Initiated	Jefferies	Buy	$24
Oct-16-20	Initiated	BTIG Research	Buy	$29
Sep-22-20	Initiated	Alliance Global Partners	Buy	$32
May-12-20	Initiated	Oppenheimer	Outperform	$12
Dec-04-18	Initiated	Citigroup	Buy	$23
Sep-26-18	Reiterated	Cantor Fitzgerald	Overweight	$23 → $30
Sep-13-18	Initiated	Janney	Buy
Jan-26-18	Initiated	Seaport Global Securities	Buy	$13
Sep-26-16	Initiated	H.C. Wainwright	Buy	$18
Jul-01-16	Initiated	Stifel	Buy	$16
Jul-01-15	Initiated	Canaccord Genuity	Buy	$16
Mar-25-15	Initiated	Chardan Capital Markets	Buy	$16
Mar-20-15	Reiterated	H.C. Wainwright	Buy	$13 → $14
Nov-18-14	Initiated	H.C. Wainwright	Buy	$13

Show Previous Ratings

Jun-02-26 07:01AM	Aldeyra Therapeutics to Participate in the 2026 Jefferies Global Healthcare Conference (Business Wire)
Apr-07-26 09:02AM	Shareholders who lost money in Aldeyra Therapeutics, Inc. (NASDAQ: ALDX) Should Contact Wolf Haldenstein Immediately (PR Newswire)
Apr-01-26 07:30AM	Aldeyra Therapeutics, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights ALDX (Business Wire)
Mar-18-26 07:45AM	Aspens fresh Parkinsons data; Aldeyra tanks following FDA rejection (BioPharma Dive) +14.52%
06:18AM	FDA issues CRL to Aldeyras reproxalap drug application (Hospital Management)
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Mar-17-26 04:33PM	Aldeyra Therapeutics Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses (Newsfile) -70.69%
08:30AM	Aldeyra Therapeutics Receives Complete Response Letter from the U.S. Food and Drug Administration for the Reproxalap New Drug Application for the Treatment of Signs and Symptoms of Dry Eye Disease (Business Wire)
Feb-26-26 09:40AM	Is Aldeyra Therapeutics (ALDX) Outperforming Other Medical Stocks This Year? (Zacks)
Feb-25-26 03:29PM	Aldeyra Therapeutics CEO Highlights Reproxalap Ahead of March 16 FDA Decision at Oppenheimer Conference (MarketBeat) +5.37%
Feb-19-26 09:55AM	Does Aldeyra Therapeutics (ALDX) Have the Potential to Rally 79.28% as Wall Street Analysts Expect? (Zacks)
Feb-18-26 07:01AM	Aldeyra Therapeutics to Participate in the Oppenheimer 36th Annual Healthcare Life Sciences Conference (Business Wire)
Feb-03-26 09:55AM	Wall Street Analysts Predict a 65.75% Upside in Aldeyra Therapeutics (ALDX): Here's What You Should Know (Zacks)
09:40AM	Are Medical Stocks Lagging Aldeyra Therapeutics (ALDX) This Year? (Zacks)
Dec-15-25 07:30PM	Aldeyra Therapeutics Announces PDUFA Extension of the New Drug Application of Reproxalap for the Treatment of Dry Eye Disease (Business Wire) -12.11% +33.08%
Nov-13-25 07:00AM	Aldeyra Therapeutics Announces Expansion of RASP Platform to Include Central Nervous System Diseases and Provides Updates on Reproxalap at Research & Development Webcast (Business Wire) -5.28%
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Nov-11-25 07:01AM	Aldeyra Therapeutics to Participate in the Jefferies Global Healthcare Conference in London (Business Wire)
Nov-06-25 07:00AM	Aldeyra Therapeutics to Host Research & Development Update Webcast Event Scheduled for Thursday, November 13 at 8:00 a.m. ET (Business Wire)
Oct-29-25 08:16AM	Aldeyra reshuffles pipeline, culling asset despite Phase II success (Clinical Trials Arena)
Oct-28-25 07:01AM	Aldeyra Therapeutics Announces Positive Results from Phase 2 Clinical Trial in Alcohol-Associated Hepatitis, Focuses RASP Product Candidate Pipeline on Next-Generation Molecules (Business Wire)
Sep-03-25 07:01AM	Aldeyra Therapeutics to Participate in the H.C. Wainwright 27th Annual Global Investment Conference (Business Wire)
Aug-28-25 07:01AM	Aldeyra Therapeutics Receives Orphan Designation from the European Medicines Agency for ADX-2191 for the Treatment of Primary Large B-Cell Lymphomas of Immune-Privileged Sites, including Primary Vitreoretinal Lymphoma (Business Wire)
Aug-23-25 04:20AM	JonesTrading Lifts Aldeyra Therapeutics, Inc. (ALDX) Price Target to $9 (Insider Monkey)
Aug-19-25 07:01AM	Aldeyra Therapeutics Receives Fast Track Designation for ADX-2191 for the Treatment of Retinitis Pigmentosa (Business Wire)
Aug-06-25 07:01AM	Aldeyra Therapeutics to Participate in the H.C. Wainwright 5th Annual Ophthalmology Virtual Conference (Business Wire)
Jul-24-25 07:00AM	Aldeyra Therapeutics Receives Orphan Designation from the European Medicines Agency for ADX-2191 for the Treatment of Inherited Retinal Dystrophies including Retinitis Pigmentosa (Business Wire)
Jul-17-25 09:11AM	Zacks Industry Outlook Highlights Catalyst Pharmaceuticals, Zevra Therapeutics, Theravance Biopharma, Aldeyra Therapeutics and Larimar Therapeutics (Zacks)
07:00AM	Aldeyra Therapeutics Announces FDA Acceptance for Review of Reproxalap New Drug Application for the Treatment of Dry Eye Disease (Business Wire)
Jul-16-25 09:01AM	5 Small Drug Stocks to Buy Amid Trump's New Tariff Threats (Zacks)
Jul-15-25 12:00PM	Aldeyra Therapeutics (ALDX) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
09:40AM	Are Medical Stocks Lagging Amgen (AMGN) This Year? (Zacks)
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Jun-26-25 07:00AM	Aldeyra Therapeutics Receives Special Protocol Assessment Agreement Letter from the U.S. Food and Drug Administration for ADX-2191 for the Treatment of Primary Vitreoretinal Lymphoma (Business Wire) +10.26%
Jun-17-25 07:00AM	Aldeyra Therapeutics Resubmits Reproxalap New Drug Application for the Treatment of Dry Eye Disease (Business Wire)
May-29-25 07:01AM	Aldeyra Therapeutics to Participate in the 2025 Jefferies Global Healthcare Conference (Business Wire)
May-05-25 06:34PM	Aldeyra Therapeutics Achieves Primary Endpoint in Phase 3 Dry Eye Disease Chamber Trial of Reproxalap and Plans NDA Resubmission (Business Wire) -22.22%
04:00PM	Aldeyra Therapeutics Schedules Conference Call and Webcast to Announce Topline Results from Phase 3 Dry Eye Disease Clinical Trials of Reproxalap (Business Wire)
Apr-29-25 11:42AM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire)
Apr-28-25 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating TechTarget and Aldeyra and Encourages Investors to Contact the Firm (GlobeNewswire)
Apr-24-25 01:57PM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire) +9.50%
Apr-21-25 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating TechTarget and Aldeyra and Encourages Investors to Contact the Firm (GlobeNewswire)
10:52AM	Aldeyra Therapeutics: A Mispriced Gem With Reproxalap's CRL Creating A Golden Buying Opportunity (Seeking Alpha)
08:49AM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire)
Apr-18-25 02:52PM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire)
11:23AM	ALDX INVESTOR NOTICE: Aldeyra Therapeutics, Inc. Investors are Notified to Contact BFA Law About How to Potentially Recover Losses (Newsfile)
Apr-17-25 07:00AM	Aldeyra Therapeutics Appoints Chip Clark to Board of Directors (Business Wire) +8.96%
Apr-16-25 05:23PM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire) -8.64%
Apr-15-25 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating TechTarget and Aldeyra and Encourages Investors to Contact the Firm (GlobeNewswire)
Apr-11-25 01:26PM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire)
07:43AM	ALDX STOCK NOTIFICATION: Did Aldeyra Therapeutics, Inc. Violate the Securities Laws? Investors are Notified to Contact BFA Law (NASDAQ:ALDX) (GlobeNewswire)
Apr-10-25 09:30AM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter - Hagens Berman (PR Newswire)
Apr-09-25 05:00PM	Aldeyra Therapeutics, Inc. (ALDX) Faces Scrutiny After Stock Drops 70% On FDA's Reproxalap Complete Response Letter Hagens Berman (GlobeNewswire)
Apr-08-25 04:51AM	After A CRL Setback, Aldeyra Therapeutics Is A Compelling Speculative Buy (Seeking Alpha)
03:08AM	ALDX SECURITIES NOTIFICATION: Aldeyra Therapeutics, Inc. Investors that Suffered Losses are Notified to Contact BFA Law (Newsfile)
Apr-06-25 07:08AM	ALDX SECURITIES NOTICE: Aldeyra Therapeutics, Inc. Investors with Losses are Notified to Contact BFA Law as they may have been Affected by Securities Violations (Newsfile)
Apr-03-25 10:24AM	Aldeyra Therapeutics Stock Craters to All-Time Low on FDA Letter (Investopedia) -73.33%
08:00AM	Aldeyra Therapeutics Receives Complete Response Letter from the U.S. Food and Drug Administration for the Reproxalap New Drug Application for the Treatment of Signs and Symptoms of Dry Eye Disease (Business Wire)
Mar-10-25 07:00AM	Aldeyra Therapeutics to Participate in the 2025 Leerink Partners Global Healthcare Conference (Business Wire)
Feb-05-25 03:24AM	Aldeyra Therapeutics, Inc. (ALDX) Notice: Grabar Law Office Is Investigating Claims for Long-Term Shareholders (Newsfile) +6.73%
Feb-04-25 07:00AM	Aldeyra Therapeutics to Participate in Oppenheimer's 35th Annual Healthcare Life Sciences Conference (Business Wire)
Jan-20-25 03:28PM	Is Aldeyra Therapeutics (ALDX) Among Billionaire Joseph Edelman's Long-Term Stock Picks? (Insider Monkey)
Dec-09-24 10:05AM	Is the Options Market Predicting a Spike in Aldeyra Therapeutics (ALDX) Stock? (Zacks)
Dec-02-24 07:00AM	Aldeyra Therapeutics to Participate in the Citi 2024 Global Healthcare Conference (Business Wire)
Nov-18-24 07:00AM	Aldeyra Therapeutics Announces FDA Acceptance for Review of Reproxalap New Drug Application for the Treatment of Dry Eye Disease, Expands AbbVie Option Agreement (Business Wire) +11.64%
Nov-14-24 07:00AM	Aldeyra Therapeutics to Participate in the Jefferies London Healthcare Conference (Business Wire)
Oct-31-24 07:00AM	Aldeyra Therapeutics Selected to Present at the Disruptive Innovations Symposium during the OSN New York Retina 2024 Meeting (Business Wire)
Oct-03-24 07:00AM	Aldeyra Therapeutics Resubmits Reproxalap New Drug Application for the Treatment of Dry Eye Disease (Business Wire)
Sep-05-24 07:00AM	Aldeyra Therapeutics to Participate in the H.C. Wainwright 26th Annual Global Investment Conference (Business Wire)
Aug-30-24 10:38AM	Aldeyra Therapeutics Inc (NASDAQ:ALDX) A Bull Case Theory (Insider Monkey) +7.07%
Aug-09-24 06:32AM	Aldeyras Phase III clinical trial of Reproxalap meets primary endpoint (Clinical Trials Arena) +21.72%
Aug-08-24 07:00AM	Aldeyra Therapeutics Achieves Primary Endpoint in Phase 3 Dry Eye Disease Clinical Trial of Reproxalap (Business Wire) +28.53%
Aug-07-24 04:01PM	Aldeyra Therapeutics Schedules Conference Call and Webcast to Announce Top-Line Results from the Phase 3 Dry Eye Chamber Clinical Trial of Reproxalap (Business Wire) -5.23%
Jun-20-24 07:00AM	Aldeyra Therapeutics Announces Advancement of New RASP Modulators and Recent Preclinical Data in Obesity at 2024 Investor Roundtable (Business Wire) -6.47%
Jun-14-24 06:32AM	Aldeyra Therapeutics concludes subject enrolment in dry eye disease trial (Clinical Trials Arena)
Jun-13-24 07:00AM	Aldeyra Therapeutics Completes Enrollment in Phase 3 Clinical Trial of Reproxalap in Dry Eye Disease (Business Wire)
Jun-12-24 07:00AM	Aldeyra Therapeutics to Host Investor Roundtable Q&A (Business Wire)
May-29-24 07:00AM	Aldeyra Therapeutics to Participate in the Jefferies Global Healthcare Conference (Business Wire)
May-14-24 09:40AM	Is Aldeyra Therapeutics (ALDX) Stock Outpacing Its Medical Peers This Year? (Zacks) +12.70%
May-08-24 03:12PM	Aldeyra Therapeutics Enrolls First Patient in Phase 3 Dry Eye Chamber Study (MT Newswires)
07:00AM	Aldeyra Therapeutics Enrolls First Patient in Phase 3 Clinical Trial Designed to Enable Potential Resubmission of New Drug Application of Reproxalap in Dry Eye Disease (Business Wire)
May-03-24 08:52AM	ALDX Stock Earnings: Aldeyra Therapeutics Meets EPS for Q1 2024 (InvestorPlace)
Apr-25-24 07:00AM	Aldeyra Therapeutics Highlights Recent Preclinical Data in Obesity, Atopic Dermatitis, Pain, and Alcoholic Hepatitis, and Announces Planned Pivotal Clinical Trial in Retinitis Pigmentosa, at 2024 Research & Development Day (Business Wire)
Apr-22-24 09:40AM	Is Aldeyra Therapeutics (ALDX) Outperforming Other Medical Stocks This Year? (Zacks)
Apr-18-24 07:00AM	Aldeyra Therapeutics to Host Research & Development Day on April 25, 2024 (Business Wire)
Apr-06-24 06:37AM	Aldeyra (ALDX) Stock Rallies 43% in One Week: Here's Why (Zacks)
Apr-04-24 12:36PM	Health Care Roundup: Market Talk (The Wall Street Journal) +12.89%
Apr-03-24 02:58PM	Aldeyra's Dry Eye Disease Drug May Be on Path for FDA Approval (Barrons.com) +16.90%
Mar-28-24 07:00AM	Aldeyra Therapeutics Announces Clinical Development Plan for Resubmission of New Drug Application for Reproxalap in Dry Eye Disease (Business Wire) +6.17%
Mar-27-24 01:21PM	Notice to Long-Term Aldeyra Therapeutics, Inc. (ALDX) Investors (Newsfile) +5.48%
Mar-13-24 02:33AM	Aldeyra Therapeutics Inc President and CEO Todd Brady Sells Company Shares (GuruFocus.com)
Mar-06-24 09:40AM	Here's Why You Should Invest in Aldeyra (ALDX) Stock Now (Zacks)
Feb-06-24 07:00AM	Aldeyra Therapeutics to Participate in the Oppenheimer 34th Annual Healthcare Life Sciences Conference (Business Wire) +7.05%
Jan-04-24 07:00AM	Aldeyra Therapeutics Provides Clinical and Regulatory Update and Announces Advancement of RASP Platform in Systemic and Retinal Inflammatory Diseases (Business Wire)
Dec-19-23 07:27AM	UPDATE 1-Aldeyra Therapeutics' skin disease drug succeeds in mid-stage study (Reuters) +18.58%
07:05AM	Aldeyra Therapeutics' eczema drug succeeds in mid-stage study (Reuters)
07:00AM	Aldeyra Therapeutics Announces Statistically and Clinically Significant Improvement from Baseline in Phase 2 Clinical Trial of ADX629 in Patients with Atopic Dermatitis (Business Wire)
Dec-18-23 04:01PM	Aldeyra Therapeutics Schedules Conference Call and Webcast to Announce Top-Line Results from Phase 2 Clinical Trial of ADX-629 in Patients with Atopic Dermatitis (Business Wire)
Dec-06-23 11:55AM	13 Hot Penny Stocks To Buy According to Hedge Funds (Insider Monkey)
Dec-05-23 09:00AM	Should You Buy Aldeyra Therapeutics (ALDX) Ahead of Earnings? (Zacks)
Nov-27-23 04:07PM	Aldeyra Therapeutics Receives Complete Response Letter from the U.S. Food and Drug Administration for the Reproxalap New Drug Application for the Treatment of Dry Eye Disease (Business Wire)
Nov-01-23 10:34AM	Why Is Aldeyra Therapeutics (ALDX) Stock Up 40% Today? (InvestorPlace) +48.54%
07:05AM	Aldeyra Therapeutics Enters into Exclusive Option Agreement with AbbVie for License to Develop and Commercialize Reproxalap (Business Wire)

Aldeyra Therapeutics, Inc. is a biotechnology company, which engages in research and development activities related to general business planning, including raising capital. It focuses on the discovery of therapies designed to treat immune-mediated diseases. The company was founded by Thomas A. Jordan and John E. Dowling on August 13, 2004 and is headquartered in Lexington, MA.

Ph.D.Dr. Todd C. Brady M.D.

Head of Finance and Principal Financial & Accounting OfficerMr. Michael Alfieri

Head of Investor RelationsDavid Burke

Operations ManagerLaura Nichols

Director of Translational Sciences & Non-Clinical DevelopmentDr. Adam Lazorchak

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Brady Todd C	President and CEO	Jun 03 '26	Buy	1.67	250,000	418,450	1,721,298	Jun 05 04:19 PM
DOUGLAS RICHARD	Director	Mar 19 '26	Buy	1.40	70,000	98,000	195,000	Mar 20 04:17 PM
Alfieri Michael	Principal Financial Officer	Mar 18 '26	Buy	1.42	5,000	7,100	7,500	Mar 19 05:29 PM
Alfieri Michael	Principal Financial Officer	Aug 13 '25	Buy	5.30	2,500	13,250	2,500	Aug 15 04:09 PM
Machatha Stephen	Chief Development Officer	Aug 11 '25	Sale	5.15	22,073	113,713	221,799	Aug 13 06:03 PM
Machatha Stephen	Officer	Aug 12 '25	Proposed Sale	5.26	22,074	116,109		Aug 12 05:50 PM

Open in Screener

NHI

National Health Investors Inc

Jun 05 • 04:00PM ET

70.43

+2.11 3.09 %

Real Estate • REIT - Healthcare Facilities • USA • Mid • NYSE

NHI National Health Investors Inc daily Stock Chart

Peers: OHI SBRA LTC AHR CTRE CHCT HR DOC VTR WELL

| Held by: VNQ VTI VB IWM VBR VXF BKGI SCHH IWN VTWO

Index	RUT	P/E	22.73	EPS (ttm)	3.10	Insider Own	2.41%	Shs Outstand	48.30M	Perf Week	-3.90%
Market Cap	3.41B	Forward P/E	20.48	EPS next Y	3.44	Insider Trans	0.13%	Shs Float	47.30M	Perf Month	-4.70%
Enterprise Value	4.68B	PEG	4.14	EPS next Q	0.87	Inst Own	73.38%	Short Float	3.99%	Perf Quarter	-16.77%
Income	147.89M	P/S	8.44	EPS this Y	17.84%	Inst Trans	1.65%	Short Ratio	4.88	Perf Half Y	-10.68%
Sales	404.36M	P/B	2.25	EPS next Y	-3.35%	ROA	5.22%	Short Interest	1.88M	Perf YTD	-7.78%
Book/sh	31.36	P/C	136.83	EPS next 5Y	4.94%	ROE	10.07%	52W High	91.38 -22.93%	Perf Year	-1.30%
Cash/sh	0.51	P/FCF	15.10	EPS past 3/5Y	26.73% -6.14%	ROIC	5.57%	52W Low	67.94 3.66%	Perf 3Y	33.47%
Dividend Est.	3.72 (5.28%)	EV/EBITDA	16.33	Sales past 3/5Y	9.83% 3.07%	Gross Margin	56.10%	Volatility	3.10% 2.46%	Perf 5Y	6.01%
Dividend TTM	3.66 (5.20%)	EV/Sales	11.56	EPS Y/Y TTM	-1.91%	Oper. Margin	48.95%	ATR (14)	1.90	Perf 10Y	-0.69%
Dividend Ex-Date	Jun 30, 2026	Quick Ratio	1.57	Sales Y/Y TTM	16.91%	Profit Margin	36.57%	RSI (14)	34.59	Recom	1.75
Dividend Gr. 3/5Y	0.37% -3.77%	Current Ratio	1.57	EPS Q/Q	10.87%	SMA20	-4.93%	Beta	0.55	Target Price	85.75
Payout	120.63%	Debt/Eq	0.84	Sales Q/Q	28.70%	SMA50	-9.88%	Rel Volume	1.03	Prev Close	68.32
Employees	32	LT Debt/Eq	0.76	Earnings	May 04 AMC	SMA200	-11.06%	Avg Volume	386.62K	Price	70.43
IPO	Oct 09, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	-3.98% 4.18%	Trades		Volume	400,002	Change	3.09%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-20-26	Downgrade	Deutsche Bank	Buy → Hold	$85
Oct-01-25	Initiated	Cantor Fitzgerald	Overweight	$90
Jul-10-25	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight
Jul-02-25	Upgrade	Truist	Hold → Buy	$77
Oct-01-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$81 → $86
Sep-24-24	Initiated	BofA Securities	Buy	$92
Mar-12-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$67
Feb-26-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$55 → $63
Feb-26-24	Upgrade	Wedbush	Neutral → Outperform	$57 → $64
Jan-30-24	Initiated	Deutsche Bank	Buy	$69
Oct-03-23	Initiated	Wedbush	Neutral	$54
Sep-28-23	Initiated	Berenberg	Hold	$54
Sep-20-23	Initiated	Jefferies	Hold	$52
Apr-20-23	Initiated	Wells Fargo	Equal Weight	$52
Dec-09-22	Upgrade	Credit Suisse	Underperform → Neutral	$47 → $58
Jun-21-22	Downgrade	BMO Capital Markets	Outperform → Market Perform	$62
Jun-03-22	Initiated	CapitalOne	Overweight	$64
Feb-01-22	Initiated	Credit Suisse	Underperform	$51
Jan-07-22	Upgrade	BMO Capital Markets	Market Perform → Outperform	$68
Nov-09-21	Upgrade	CapitalOne	Equal Weight → Overweight

Show Previous Ratings

May-05-26 08:30AM	National Health Investors, Inc. Q1 2026 Earnings Call Summary (Moby)
May-04-26 04:23PM	National Health Investors: Q1 Earnings Snapshot (Associated Press)
04:20PM	NHI Announces the Second Quarter 2026 Dividend (PR Newswire)
04:15PM	NHI Issues Investor Update (PR Newswire)
04:05PM	NHI Announces First Quarter 2026 Results (PR Newswire)
04:05PM	Loading…
04:05PM	NHI Announces $106.9 Million SHOP Investment (PR Newswire)
Apr-23-26 04:15PM	NHI Announces CFO Succession Plan; John Spaid to Retire, Todd Siefert Named Successor (PR Newswire)
Apr-22-26 11:35AM	Blueprint acts as transaction advisor to National Health Investors, Inc. (NYSE: NHI) in its planned $560 million disposition of a 35-property healthcare portfolio to National HealthCare Corporation (NYSE American: NHC). (PR Newswire) -8.19%
Apr-21-26 04:22PM	NHI Announces Sale of NHC Portfolio for $560 Million (ACCESSWIRE)
Apr-16-26 06:00AM	NHI Announces First Quarter 2026 Earnings Release and Conference Call Dates (ACCESSWIRE)
Feb-28-26 01:32PM	National Health Investors Q4 Earnings Call Highlights (MarketBeat)
08:29AM	National Health Investors, Inc. (NHI): A Bull Case Theory (Insider Monkey)
Feb-27-26 04:07PM	National Health Investors Inc (NHI) Q4 2025 Earnings Call Highlights: Robust Growth Amid ... (GuruFocus.com)
08:30AM	National Health Investors, Inc. Q4 2025 Earnings Call Summary (Moby)
Feb-26-26 06:00PM	National Health Investors (NHI) Misses Q4 FFO Estimates (Zacks)
04:36PM	Loading…
04:36PM	National Health Investors: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	NHI Issues Investor Update (ACCESSWIRE)
04:10PM	NHI Announces The First Quarter 2026 Dividend (ACCESSWIRE)
04:05PM	NHI Announces Fourth Quarter 2025 Results (ACCESSWIRE)
Feb-23-26 04:05PM	NHI Announces Appointment of Lilly H. Donohue to the Board of Directors (ACCESSWIRE)
Feb-09-26 12:00PM	National Health Investors (NHI) Is Up 2.37% in One Week: What You Should Know (Zacks)
10:20AM	Alexander's (ALX) Misses Q4 FFO and Revenue Estimates (Zacks)
Feb-02-26 06:00AM	NHI Announces $105.5 Million SHOP Investment (ACCESSWIRE)
Jan-28-26 04:05PM	NHI Announces Fourth Quarter 2025 Earnings Release and Conference Call Dates (ACCESSWIRE)
Jan-27-26 11:40AM	CUZ or NHI: Which Is the Better Value Stock Right Now? (Zacks)
Jan-06-26 11:40AM	SHO vs. NHI: Which Stock Should Value Investors Buy Now? (Zacks)
Dec-18-25 05:00PM	NHI Announces $89.2 Million in Investments and Updates Pipeline (ACCESSWIRE)
Dec-17-25 11:40AM	SHO or NHI: Which Is the Better Value Stock Right Now? (Zacks)
Dec-01-25 11:40AM	SHO vs. NHI: Which Stock Is the Better Value Option? (Zacks)
Nov-21-25 12:00PM	National Health Investors (NHI) Moves to Buy: Rationale Behind the Upgrade (Zacks)
11:40AM	Loading…
Nov-13-25 11:40AM	SHO or NHI: Which Is the Better Value Stock Right Now? (Zacks)
Nov-08-25 02:09AM	National Health Investors Inc (NHI) Q3 2025 Earnings Call Highlights: Robust Growth and ... (GuruFocus.com)
Nov-06-25 05:55PM	National Health Investors (NHI) Tops Q3 FFO and Revenue Estimates (Zacks)
04:48PM	National Health Investors: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	NHI Announces Fourth Quarter 2025 Dividend (ACCESSWIRE)
04:10PM	NHI Issues Investor Update (ACCESSWIRE)
04:05PM	NHI Announces Third Quarter 2025 Results (ACCESSWIRE)
Nov-05-25 06:15PM	Sabra Healthcare (SBRA) Meets Q3 FFO Estimates (Zacks)
Nov-04-25 07:00PM	Braemar Hotels & Resorts (BHR) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
Oct-24-25 08:01AM	If You Invested $10K In National Health Investors Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Oct-09-25 04:05PM	NHI Announces Third Quarter 2025 Earnings Release and Conference Call Dates (ACCESSWIRE)
Oct-02-25 06:00AM	NHI Announces $74.3 Million SHOP Investment (ACCESSWIRE)
Sep-22-25 05:00PM	NHI Prices Offering of Senior Notes (ACCESSWIRE)
Aug-08-25 03:23AM	National Health Investors Inc (NHI) Q2 2025 Earnings Call Highlights: Record Growth and ... (GuruFocus.com)
Aug-06-25 05:25PM	National Health Investors (NHI) Tops Q2 FFO Estimates (Zacks)
04:24PM	National Health Investors: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	NHI Issues Investor Update (ACCESSWIRE)
04:05PM	NHI Announces Second Quarter 2025 Results (ACCESSWIRE)
04:05PM	NHI Announces Increase for the Third Quarter 2025 Dividend (ACCESSWIRE)
Aug-05-25 07:05PM	Service Properties (SVC) Q2 FFO and Revenues Beat Estimates (Zacks)
Aug-01-25 07:45AM	Xenia Hotels & Resorts (XHR) Tops Q2 FFO and Revenue Estimates (Zacks)
Jul-18-25 10:02PM	If You Invested $10K In NHI Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Jul-14-25 04:05PM	NHI Announces Second Quarter 2025 Earnings Release and Conference Call Dates (ACCESSWIRE)
Jul-04-25 11:40AM	STRW or NHI: Which Is the Better Value Stock Right Now? (Zacks)
Jul-02-25 09:51AM	Apple upgraded, Adobe downgraded: Wall Street's top analyst calls (The Fly)
Jun-17-25 08:00AM	Land & Buildings Details Why National Healthcare Corp. Could Lose Big as Lease Negotiation with National Health Investors Progresses (Business Wire)
Jun-02-25 06:10AM	NHI Issues Investor Update (ACCESSWIRE)
May-22-25 05:56PM	Land & Buildings Comments on Preliminary Results of National Health Investors Annual Meeting (Business Wire)
04:30PM	NHI Stockholders Elect All Four of NHI's Director Nominees at the 2025 Annual Meeting (ACCESSWIRE)
May-13-25 04:30PM	NHI Responds to ISS Recommendation (ACCESSWIRE)
May-12-25 11:07AM	Leading Independent Proxy Advisory Firm ISS Recommends National Health Investors Stockholders Vote FOR Both of Land & Buildings' Director Nominees (Business Wire)
May-08-25 12:06PM	Independent Proxy Advisory Firm Glass Lewis Recommends National Health Investors Stockholders Vote FOR Both of Land & Buildings' Director Nominees (Business Wire)
May-07-25 03:14AM	National Health Investors Inc (NHI) Q1 2025 Earnings Call Highlights: Strong Growth and ... (GuruFocus.com)
12:53AM	Q1 2025 National Health Investors Inc Earnings Call (Thomson Reuters StreetEvents)
May-05-25 05:50PM	National Health Investors (NHI) Q1 FFO and Revenues Beat Estimates (Zacks)
04:55PM	National Health Investors: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	NHI Issues Investor Update (ACCESSWIRE)
04:15PM	NHI Announces Second Quarter 2025 Dividend (ACCESSWIRE)
04:05PM	NHI Announces First Quarter 2025 Results (ACCESSWIRE)
06:00AM	Leading Proxy Advisory Firm Egan-Jones Recommends Stockholders Vote "FOR" All National Health Investors' Director Nominees (ACCESSWIRE)
May-01-25 06:05PM	Centerspace (CSR) Matches Q1 FFO Estimates (Zacks)
11:40AM	CUZ vs. NHI: Which Stock Is the Better Value Option? (Zacks)
Apr-28-25 09:40AM	Bank of Marin (BMRC) Q1 Earnings and Revenues Lag Estimates (Zacks)
06:15AM	Sabra Health Care REIT: 7% Yield And Aging Population Make It A Downturn-Ready Pick (Seeking Alpha)
Apr-20-25 09:00AM	Powell On The Hot Seat (Seeking Alpha)
Apr-17-25 05:30PM	NHI Reschedules First Quarter 2025 Earnings Conference Call and Webcast Starting Time (ACCESSWIRE)
06:00AM	NHI Mails Letter to Stockholders Highlighting Superior Shareholder Returns and Refreshed Board (ACCESSWIRE)
Apr-15-25 05:15PM	NHI Announces First Quarter 2025 Earnings Release and Conference Call Dates (ACCESSWIRE)
11:40AM	CUZ or NHI: Which Is the Better Value Stock Right Now? (Zacks)
Apr-10-25 10:01PM	If You Invested $10K In National Health Investors Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Apr-09-25 04:05PM	Land & Buildings Sends Letter to National Health Investors Stockholders and Files Definitive Proxy Materials Detailing Urgent Need for Boardroom Change (Business Wire)
Apr-08-25 06:00AM	National Health Investors, Inc. Highlights Steps Taken to Deliver Stockholder Value (ACCESSWIRE)
Apr-06-25 09:00AM	Tariff Tantrum (Seeking Alpha)
Apr-02-25 06:00AM	NHI Announces $63.5 Million Senior Housing Investment (ACCESSWIRE)
Apr-01-25 01:42PM	Welltower Secures Credit Rating Upgrade From S&P & Moody's (Zacks)
Mar-27-25 07:00AM	NHI Announces Appointment of Robert W. Chapin, Jr. to the Board of Directors (ACCESSWIRE)
Mar-25-25 09:01AM	SILA Q4: Consistent Income From Health Care REIT (SeekingAlpha)
Mar-23-25 09:00AM	Certainly Uncertain (SeekingAlpha)
Mar-22-25 10:00AM	What the Fed's forecasts could mean for REITs (Yahoo Finance Video)
Mar-21-25 11:41AM	The State Of REITs: March 2025 Edition (SeekingAlpha)
Mar-20-25 01:56PM	Juniper Communities and National Health Investors, Inc. Announce Partnership on Paramus, NJ Senior Living Community (PR Newswire)
Mar-17-25 06:00AM	NHI Announces $46.3 Million Senior Housing Investment (ACCESSWIRE)
Feb-27-25 02:48AM	Q4 2024 National Health Investors Inc Earnings Call (Thomson Reuters StreetEvents)
02:18AM	National Health Investors Inc (NHI) Q4 2024 Earnings Call Highlights: Strong NOI Growth and ... (GuruFocus.com)
Feb-25-25 07:00PM	National Health Investors (NHI) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:35PM	National Health Investors (NHI) Tops Q4 FFO and Revenue Estimates (Zacks)
04:36PM	National Health Investors: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	NHI Issues Investor Update (ACCESS Newswire)
04:15PM	NHI Announces First Quarter 2025 Dividend (ACCESS Newswire)
04:05PM	NHI Announces Fourth Quarter 2024 Results (ACCESS Newswire)

National Health Investors, Inc. engages in the sale-leaseback, joint-venture, mortgage, and mezzanine financing of senior housing and medical investments. It operates through the Real Estate Investments and Senior Housing Operating Portfolio (SHOP) segments. The Real Estate Investments segment includes real estate investments and lease, mortgage, and other notes receivables in independent living facilities. The SHOP segment is involved in two ventures that own the operations of independent living facilities. The company was founded by W. Andrew Adams in 1991 and is headquartered in Murfreesboro, TN.

CEOD. Eric Mendelsohn

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mendelsohn D. Eric	CEO and President	Jun 05 '26	Buy	68.84	1,500	103,260	133,316	Jun 05 10:52 AM
Spaid John L	CFO/EVP Finance	Mar 03 '26	Option Exercise	73.34	15,000	1,100,100	69,849	Mar 05 04:58 PM
Travis David L	SVP/Chief Accounting Officer	Feb 23 '26	Option Exercise	57.76	25,000	1,444,000	57,122	Feb 25 06:12 PM
PASCOE KEVIN CARLTON	Chief Investment Officer	Feb 23 '26	Option Exercise	57.76	8,500	490,960	74,765	Feb 25 06:10 PM
Mendelsohn D. Eric	CEO and President	Feb 23 '26	Option Exercise	57.76	13,334	770,172	128,784	Feb 25 06:08 PM
Spaid John L	CFO/EVP Finance	Feb 23 '26	Option Exercise	57.76	8,500	490,960	57,182	Feb 25 06:06 PM
COLDEN TRACY M J	Director	Feb 19 '26	Option Exercise	73.34	10,000	733,400	19,857	Feb 23 04:34 PM
Mendelsohn D. Eric	CEO and President	Feb 17 '26	Option Exercise	73.34	25,000	1,833,500	137,505	Feb 19 05:51 PM
Jobe James R	Director	Feb 17 '26	Option Exercise	73.34	10,000	733,400	41,555	Feb 19 05:50 PM
MCCABE ROBERT A JR	Director	Feb 12 '26	Option Exercise	73.34	10,000	733,400	50,181	Feb 17 11:56 AM
PASCOE KEVIN CARLTON	Chief Investment Officer	Feb 11 '26	Option Exercise	73.34	15,000	1,100,100	79,728	Feb 13 05:32 PM
Travis David L	SVP/Chief Accounting Officer	Feb 09 '26	Option Exercise	54.30	37,200	2,019,852	60,990	Feb 11 04:34 PM
Todd Candice W	Director	Feb 05 '26	Option Exercise	73.34	10,000	733,400	10,000	Feb 09 04:36 PM
PASCOE KEVIN CARLTON	Chief Investment Officer	Jan 30 '26	Option Exercise	56.24	17,000	956,165	78,330	Feb 03 05:00 PM
Gaines Kristin Sallee	SVP/Chief Transaction Officer	Feb 01 '26	Option Exercise	53.41	55,000	2,937,550	116,944	Feb 03 04:58 PM
ADAMS ROBERT G	Director	Jan 27 '26	Option Exercise	70.38	35,000	2,463,400	215,548	Jan 29 05:50 PM
Spaid John L	CFO/EVP Finance	Jan 16 '26	Option Exercise	64.26	32,000	2,056,265	76,424	Jan 20 05:32 PM
Mendelsohn D. Eric	CEO and President	Jan 15 '26	Option Exercise	66.92	151,667	10,149,884	247,800	Jan 16 05:53 PM
MCCABE ROBERT A JR	Director	Jan 14 '26	Option Exercise	69.20	25,000	1,730,000	60,274	Jan 16 04:01 PM
SWAFFORD CHARLOTTE A	Director	Dec 09 '25	Option Exercise	61.54	80,000	4,923,550	190,185	Dec 11 04:59 PM
Jobe James R	Director	Nov 20 '25	Option Exercise	69.20	25,000	1,730,000	53,690	Nov 24 04:37 PM
Travis David L	SVP/Chief Accounting Officer	Sep 23 '25	Option Exercise	69.20	23,000	1,591,600	44,555	Sep 25 04:53 PM

Open in Screener

SOPH

SOPHiA Genetics SA

Jun 05 • 04:00PM ET

5.00

+0.04 0.81 %

Healthcare • Health Information Services • Switzerland • Small • NASD

SOPH SOPHiA Genetics SA daily Stock Chart

Peers: PHR DH NRC TBRG EVH OMCL WAY TDOC DOCS HQY

| Held by: ONEQ MEDI GNMX

Index	-	P/E	-	EPS (ttm)	-1.18	Insider Own	32.80%	Shs Outstand	71.79M	Perf Week	-0.99%
Market Cap	358.35M	Forward P/E	-	EPS next Y	-0.66	Insider Trans	-0.91%	Shs Float	48.16M	Perf Month	-0.40%
Enterprise Value	355.38M	PEG	-	EPS next Q	-0.23	Inst Own	33.94%	Short Float	0.49%	Perf Quarter	14.94%
Income	-80.94M	P/S	4.41	EPS this Y	25.85%	Inst Trans	11.97%	Short Ratio	2.43	Perf Half Y	1.63%
Sales	81.18M	P/B	7.86	EPS next Y	24.50%	ROA	-53.30%	Short Interest	0.23M	Perf YTD	7.07%
Book/sh	0.64	P/C	5.48	EPS next 5Y	27.28%	ROE	-123.28%	52W High	5.70 -12.28%	Perf Year	63.93%
Cash/sh	0.91	P/FCF	-	EPS past 3/5Y	5.00% -13.68%	ROIC	-76.79%	52W Low	2.59 93.05%	Perf 3Y	19.62%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	17.56% 22.16%	Gross Margin	67.28%	Volatility	5.33% 7.14%	Perf 5Y	-
Dividend TTM	-	EV/Sales	4.38	EPS Y/Y TTM	-18.60%	Oper. Margin	-87.66%	ATR (14)	0.30	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.90	Sales Y/Y TTM	20.85%	Profit Margin	-99.70%	RSI (14)	51.97	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.06	EPS Q/Q	-4.42%	SMA20	2.55%	Beta	0.99	Target Price	8.00
Payout	-	Debt/Eq	1.37	Sales Q/Q	21.99%	SMA50	0.91%	Rel Volume	0.83	Prev Close	4.96
Employees	415	LT Debt/Eq	1.31	Earnings	May 05 BMO	SMA200	9.04%	Avg Volume	96.49K	Price	5.00
IPO	Jul 23, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-16.13% 6.29%	Trades		Volume	79,685	Change	0.81%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-18-24	Initiated	Craig Hallum	Buy	$11
Aug-07-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$10 → $5
Jun-27-24	Initiated	Guggenheim	Buy	$6
Nov-29-23	Initiated	RBC Capital Mkts	Outperform	$8
Jul-05-23	Resumed	JP Morgan	Overweight	$10
Jan-03-23	Initiated	BTIG Research	Buy	$6
Nov-23-22	Initiated	Credit Suisse	Neutral	$2
Oct-15-21	Resumed	Cowen	Outperform
Aug-17-21	Initiated	Morgan Stanley	Overweight	$24
Aug-17-21	Initiated	JP Morgan	Overweight	$23
Aug-17-21	Initiated	Credit Suisse	Outperform	$22
Aug-17-21	Initiated	Cowen	Outperform

Show Previous Ratings

Jun-04-26 08:00AM	SOPHiA GENETICS Signs Strategic Collaboration MOU with Leading Global Cancer Center (PR Newswire)
May-13-26 05:00AM	Synnovis and SOPHiA GENETICS Partner to Bring Blood-based Cancer Testing to Patients Across the U.K. (PR Newswire)
May-05-26 04:54PM	SOPHiA GENETICS S.A. Q1 2026 Earnings Call Summary (Moby)
06:45AM	SOPHiA GENETICS Reports First Quarter 2026 Results (PR Newswire)
Apr-21-26 08:00AM	SOPHiA GENETICS to Announce Financial Results for First Quarter 2026 on May 5, 2026 (PR Newswire)
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Apr-16-26 08:00AM	Mount Sinai Health System and SOPHiA GENETICS Announce Collaboration to Advance Precision Cancer Care from AACR 2026 (PR Newswire)
Mar-04-26 08:02PM	Sophia Genetics SA (SOPH) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Mar-03-26 01:30PM	SOPHiA GENETICS Q4 Earnings Call Highlights (MarketBeat) -11.26%
12:34PM	SOPHiA GENETICS S.A. Q4 2025 Earnings Call Summary (Moby)
06:45AM	SOPHiA GENETICS Reports Fourth Quarter and Full Year 2025 Results (PR Newswire)
Feb-25-26 08:00AM	SOPHiA GENETICS to Present at the 46th Annual TD Cowen Health Care Conference (PR Newswire)
Feb-18-26 09:41AM	Tempus AI Stock Before Q4 Earnings Release: To Buy or Not to Buy? (Zacks)
Feb-17-26 08:00AM	SOPHiA GENETICS to Announce Financial Results for Fourth Quarter and Full Year 2025 on March 3, 2026 (PR Newswire)
Feb-10-26 09:22AM	SOPHiA GENETICS Announces Major Expansion in the United States with the Signing of Two Major Integrated Health Systems (PR Newswire)
Jan-12-26 07:00AM	SOPHiA GENETICS Provides Preliminary Fourth Quarter and Full Year 2025 Financial Results, Initiates 2026 Guidance, and Announces Executive Transition Plan (PR Newswire)
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Jan-07-26 08:00AM	SOPHiA GENETICS and MD Anderson Announce Strategic Collaboration to Accelerate AI-Driven Precision Oncology (PR Newswire)
Dec-12-25 10:15AM	AI Creation Engines Transform Biotech as Wellness Tech Captures Growth Wave (PR Newswire)
Nov-25-25 07:46AM	Tempus AI's Data Business Is Expanding and Adding to Revenues: Here's How (Zacks)
Nov-11-25 09:00AM	SOPHiA GENETICS and Complete Genomics Integrate Sequencing and AI Analytics to Accelerate Adoption of Precision Medicine (PR Newswire) +6.21%
08:01AM	SOPHiA GENETICS and Element Biosciences Unite Sequencing Power and AI Analytics to Accelerate Global Research In Precision Medicine (PR Newswire)
Nov-08-25 08:00PM	Sophia Genetics SA (SOPH) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Raised ... (GuruFocus.com)
Nov-04-25 06:45AM	SOPHiA GENETICS Reports Third Quarter 2025 Results and Increases 2025 Revenue Guidance (PR Newswire) -6.40%
Nov-03-25 08:04AM	Earnings To Watch: Sophia Genetics SA (SOPH) Reports Q3 2025 Result (GuruFocus.com)
Oct-21-25 08:00AM	SOPHiA GENETICS to Announce Financial Results for Third Quarter 2025 on November 4, 2025 (PR Newswire)
Oct-20-25 09:03AM	Tempus AI Stock Before Q3 Earnings Release: To Buy or Not to Buy? (Zacks)
Oct-16-25 11:00AM	A.D.A.M. Innovations and SOPHiA GENETICS partner to advance liquid biopsy testing and companion diagnostics for precision oncology in Japan (PR Newswire)
04:01AM	SOPHiA GENETICS Launches AI-Powered Digital Twins to Enhance Intelligent Decision-Making in Oncology (PR Newswire)
Sep-23-25 08:01AM	Myriad Genetics and SOPHiA GENETICS to Develop an Innovative Companion Diagnostic Offering in Liquid Biopsy (PR Newswire)
Sep-22-25 08:00AM	SOPHiA GENETICS Expands Collaboration with AstraZeneca to Enhance Detection of Breast and Prostate Cancer (PR Newswire) +18.37%
Sep-08-25 05:36AM	Jessa Ziekenhuis to adopt SOPHiA GENETICS platform for cancer care (Hospital Management)
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Sep-05-25 04:00AM	SOPHiA GENETICS and Jessa Ziekenhuis Announce Precision Oncology Partnership from the European Congress of Pathology (PR Newswire)
Aug-19-25 09:33AM	Strategic Partnerships Power Tempus AI's Healthcare Expansion (Zacks)
Aug-13-25 03:00PM	Tempus AI Stock Jumps Post Q2 as EBITDA Breakeven Nears: Buy or Hold? (Zacks)
Aug-06-25 11:01AM	Sophia Genetics SA (SOPH) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com) -7.95%
Aug-05-25 06:45AM	SOPHiA GENETICS Reports Second Quarter 2025 Results (PR Newswire)
06:40AM	SOPHiA GENETICS expands collaboration with AstraZeneca using AI to improve breast cancer patient outcomes (PR Newswire)
Aug-04-25 10:07AM	Sophia Genetics SA (SOPH) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Aug-01-25 03:00PM	Tempus AI Stock Before Q2 Earnings Release: To Buy or Not to Buy? (Zacks)
Jul-22-25 08:00AM	SOPHiA GENETICS to Announce Financial Results for Second Quarter 2025 on August 5, 2025 (PR Newswire)
Jul-17-25 03:00PM	TEM Shares Surge on New AI Breakthrough: Should Investors Jump In? (Zacks)
Jun-09-25 03:00PM	Innovation Fuels Rally for Tempus AI: Should You Buy the Stock Today? (Zacks) -8.63%
May-15-25 03:00PM	After 92% YTD Surge, Is Tempus AI a Buy on Trump's Executive Order? (Zacks)
May-07-25 03:06AM	Sophia Genetics SA (SOPH) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Improved ... (GuruFocus.com)
May-06-25 07:55AM	SOPHiA GENETICS SA (SOPH) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
06:45AM	SOPHiA GENETICS Reports First Quarter 2025 Results (PR Newswire)
May-05-25 10:19AM	Earnings To Watch: Sophia Genetics SA (SOPH) Reports Q1 2025 Result (GuruFocus.com)
Apr-28-25 03:00PM	Tempus AI Stock Surges 43% in Q1: Buy Now or Wait for Earnings? (Zacks)
12:23PM	SOPHiA GENETICS Announces Expanded Collaboration with AstraZeneca to Accelerate Liquid Biopsy Testing Globally from AACR (PR Newswire)
Apr-25-25 04:49AM	The Zacks Analyst Blog Highlights Tempus AI, AstraZeneca, iRhythm Technologies and SOPHiA GENETICS (Zacks)
Apr-24-25 03:00PM	Tempus AI Stock Sees 21% Gain in 3 Days: Is it a Buy After AZN Deal? (Zacks)
Apr-22-25 08:00AM	SOPHiA GENETICS to Announce Financial Results for First Quarter 2025 on May 6, 2025 (PR Newswire)
Apr-08-25 02:00AM	Precision for Medicine Partners with SOPHiA GENETICS to Expand Biopharma Services with the SOPHiA DDM Platform and its Liquid Biopsy Capabilities (PR Newswire)
Apr-01-25 03:00PM	Tempus AI Surges 43% YTD: Is it the Right Time to Invest in the Stock? (Zacks)
Mar-21-25 12:00PM	SOPHiA GENETICS (SOPH) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Mar-18-25 09:00AM	SOPHiA GENETICS Announces Two Million Patient Cases Analyzed, Marking a New Milestone for Data-Driven Medicine at NVIDIA GTC (PR Newswire)
Mar-05-25 02:04AM	Sophia Genetics SA (SOPH) Q4 2024 Earnings Call Highlights: Record Customer Growth Amidst ... (GuruFocus.com)
Mar-04-25 07:55AM	SOPHiA GENETICS SA (SOPH) Reports Q4 Loss, Tops Revenue Estimates (Zacks) -13.17%
06:45AM	SOPHiA GENETICS Reports Fourth Quarter and Full Year 2024 Results (PR Newswire)
Mar-03-25 07:21AM	What To Expect From Sophia Genetics SA (SOPH) Q4 2024 Earnings (GuruFocus.com)
Feb-24-25 04:03AM	Leading Healthcare Institutions Adopt MSK-ACCESS for Liquid Biopsy Testing (PR Newswire)
Feb-18-25 08:30AM	SOPHiA GENETICS to Announce Financial Results for Fourth Quarter and Full Year 2024 on March 4, 2025 (PR Newswire) +11.22%
Jan-28-25 08:59AM	SOPHiA GENETICS Launches Comprehensive MRD Tracking Capabilities (PR Newswire)
Nov-21-24 05:30AM	SOPHiA GENETICS Launches MSK-IMPACT powered with SOPHiA DDM at AMP 2024 (PR Newswire)
Nov-06-24 06:59AM	SOPHiA GENETICS Faces Financial Challenges Amid Losses (TipRanks) -9.33%
02:08AM	Sophia Genetics SA (SOPH) Q3 2024 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
12:10AM	Q3 2024 Sophia Genetics SA Earnings Call (Thomson Reuters StreetEvents)
Nov-05-24 06:32AM	SOPHiA GENETICS Promotes Ross Muken to President and Appoints George Cardoza as Chief Financial Officer (PR Newswire)
06:30AM	SOPHiA GENETICS Reports Third Quarter 2024 Results (PR Newswire)
Nov-04-24 09:57AM	SOPHiA GENETICS SA (SOPH): A Bull Case Theory (Insider Monkey)
07:13AM	Sophia Genetics SA (SOPH) Q3 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-22-24 06:45AM	SOPHiA GENETICS to Announce Financial Results for Third Quarter 2024 on November 5, 2024 (PR Newswire)
Sep-14-24 09:00AM	SOPHiA GENETICS Presents Ground-Breaking Multimodal Research on AI-Driven Patient Stratification at ESMO 2024 (PR Newswire)
Sep-12-24 07:00AM	SOPHiA GENETICS Announces Poster Presentations at ESMO 2024 (PR Newswire)
04:00AM	SOPHiA GENETICS Announces Updates on SOPHiA UNITY at ESMO 2024 (PR Newswire)
Sep-11-24 07:33AM	Sophia Genetics and AstraZeneca collaborate to expand liquid biopsy test rollout (Medical Device Network) +8.70%
Sep-10-24 10:28AM	SOPHiA GENETICS and AstraZeneca Collaborate to Further Expand Global Access to Liquid Biopsy Testing (PR Newswire)
Sep-05-24 08:30AM	SOPHiA GENETICS Announces Validation of Novel Clinical Trial Assay Together with Precision for Medicine at World Clinical Biomarkers & CDx 2024 (PR Newswire) +5.59%
Sep-04-24 06:00AM	SOPHiA GENETICS Unveils New Generation of the SOPHiA DDMTM Platform at Morgan Stanley Healthcare Conference 2024 (PR Newswire)
Aug-28-24 01:30PM	SOPHiA GENETICS to Present at the 22nd Annual Morgan Stanley Healthcare Conference and 9th Annual TD Cowen FutureHealth Conference (PR Newswire) +5.26%
Aug-14-24 09:13AM	Sophia Genetics secures CE mark for DDM analytics platform under EUs IVDR (Medical Device Network)
03:00AM	SOPHiA DDM Platform Certified Under IVDR (PR Newswire)
Aug-12-24 09:35AM	SOPHiA GENETICS (SOPH) Loses -30.47% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Aug-09-24 12:00PM	What Makes SOPHiA GENETICS (SOPH) a New Buy Stock (Zacks)
Aug-06-24 07:55AM	SOPHiA GENETICS SA (SOPH) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
06:45AM	SOPHiA GENETICS Reports Second Quarter 2024 Results (PR Newswire)
Jul-29-24 10:30AM	SOPHiA GENETICS Announces L'hpital Universitaire Avicenne is Live on SOPHiA DDM (PR Newswire)
Jul-24-24 11:59AM	SOPHIA GENETICS Announces Expanded Relationship with Canada-Based OncoHelix (PR Newswire)
Jul-23-24 06:45AM	SOPHiA GENETICS to Announce Financial Results for Second Quarter 2024 on August 6, 2024 (PR Newswire)
Jul-05-24 04:32AM	Indias Dhiti Omics deploys SOPHiA DDM platform for solid tumour testing (Medical Device Network)
Jul-04-24 02:30AM	India-Based Dhiti Omics is Now Live on SOPHiA DDM (PR Newswire)
Jun-24-24 09:47AM	SOPHiA GENETICS Publishes Results of 2024 Annual General Meeting (GlobeNewswire)
02:00AM	SOPHiA GENETICS Launches New Residual Acute Myeloid (RAM) Application (PR Newswire)
Jun-13-24 06:00AM	SOPHiA GENETICS Announces Kepler Uniklinikum is Live on SOPHiA DDM Platform (PR Newswire)
May-30-24 12:39PM	SOPHiA GENETICS Launches Global Consortium, SOPHiA UNITY, to Accelerate Cancer Research, Drug Development, and Data-Driven Patient Care (PR Newswire)
May-29-24 10:00AM	SOPHiA GENETICS to Launch New Whole Genome Sequencing Capabilities (PR Newswire)
May-20-24 10:02AM	SOPHiA GENETICS Announces Instituto Mrio Penna as New Customer (PR Newswire)
May-16-24 06:02AM	Klinikum Klagenfurt am Wrthersee is Live with SOPHiA GENETICS (PR Newswire)
May-13-24 12:22PM	SOPHiA GENETICS SA (NASDAQ:SOPH) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-07-24 10:53AM	SOPH Stock Earnings: Sophia Genetics Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:55AM	Wall Street Analysts Think SOPHiA GENETICS (SOPH) Could Surge 64.95%: Read This Before Placing a Bet (Zacks)

SOPHiA GENETICS SA is a healthcare technology company, which engages in the practice of data driven medicine as the standard of care and for life sciences research. It operates through the following geographical segments: France, Italy, United States, Spain, Turkey, Austria, Brazil, United Kingdom, Switzerland, Germany, and Other. It is the creator of the SOPHiA DDM Platform, a cloud-based SaaS platform capable of analyzing data and generating insights from complex multimodal data sets and different diagnostic modalities. The company was founded by Jurgi Camblong, Pierre Hutter and Lars Steinmetz in 2011 and is headquartered in Saint Sulpice, Switzerland.

Ph.D.Dr. Jurgi Camblong M.B.A.

PresidentMr. Ross Jordan Muken B.Sc.

Executive VP & CFOMr. George A. Cardoza M.B.A.

EVP & Chief Technology OfficerMr. Abhimanyu Verma

Executive VP & Chief Scientific OfficerDr. Zhenyu Xu Ph.D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CARDOZA GEORGE	Chief Financial Officer	Jun 05 '26	Buy	4.95	20,000	99,000	311,458	Jun 05 04:02 PM
Menu Philippe	Chief Medical Officer	May 26 '26	Sale	4.95	5,000	24,774	250,780	Jun 01 07:38 AM
Muken Ross	President	May 19 '26	Sale	4.60	761	3,501	680,911	May 20 04:03 PM
Xu Zhenyu	Chief Scientific Officer	May 19 '26	Sale	4.60	608	2,798	626,280	May 20 04:02 PM
Camblong Jurgi	Chief Executive Officer	May 19 '26	Sale	4.60	4,486	20,658	3,629,495	May 20 04:02 PM
Menu Philippe	Chief Medical Officer	May 19 '26	Sale	4.61	608	2,800	255,780	May 20 04:02 PM
Van Well Daan	Chief Legal Officer	May 19 '26	Sale	4.60	684	3,149	345,052	May 20 04:02 PM
Valente Manuela	Chief People Officer	May 19 '26	Sale	4.60	380	1,747	214,691	May 20 04:02 PM
Puylaert Kevin	Chief Sales Officer	May 19 '26	Sale	4.54	33	150	148,164	May 20 04:02 PM
JURGI CAMBLONG	Director	May 19 '26	Proposed Sale	4.69	12,986	60,904		May 19 04:34 PM
MANUELA VALENTE	Officer	May 19 '26	Proposed Sale	4.69	380	1,782		May 19 04:34 PM
PHILIPPE MENU	Officer	May 19 '26	Proposed Sale	4.69	15,608	73,202		May 19 04:33 PM
ROSS J MUKEN	Officer	May 19 '26	Proposed Sale	4.69	761	3,569		May 19 04:32 PM
DAAN GUIDO MARIA VAN WELL	Officer	May 19 '26	Proposed Sale	4.69	684	3,208		May 19 04:32 PM
ZHENYU XU	Officer	May 19 '26	Proposed Sale	4.69	4,608	21,612		May 19 04:32 PM
Xu Zhenyu	Chief Scientific Officer	May 13 '26	Sale	4.54	4,000	18,168	626,888	May 14 04:01 PM
HIBBS KATHY L	Director	May 12 '26	Sale	4.67	7,508	35,037	89,768	May 13 04:01 PM
Menu Philippe	Chief Medical Officer	May 12 '26	Sale	4.67	5,000	23,344	256,388	May 13 04:01 PM
Camblong Jurgi	Chief Executive Officer	May 11 '26	Sale	5.09	8,500	43,241	3,633,981	May 12 04:01 PM
Menu Philippe	Chief Medical Officer	Apr 27 '26	Sale	4.82	5,000	24,089	261,388	Apr 28 04:03 PM
Valente Manuela	Chief People Officer	Apr 20 '26	Sale	5.20	380	1,977	215,071	Apr 21 04:04 PM
Xu Zhenyu	Chief Scientific Officer	Apr 20 '26	Sale	5.21	608	3,165	630,888	Apr 21 04:04 PM
Van Well Daan	Chief Legal Officer	Apr 20 '26	Sale	5.20	684	3,554	345,736	Apr 21 04:04 PM
Camblong Jurgi	Chief Executive Officer	Apr 20 '26	Sale	5.21	4,486	23,350	3,642,481	Apr 21 04:04 PM
Menu Philippe	Chief Medical Officer	Apr 20 '26	Sale	5.20	608	3,162	266,388	Apr 21 04:04 PM
Muken Ross	President	Apr 20 '26	Sale	5.20	760	3,955	681,672	Apr 21 04:04 PM
Puylaert Kevin	Chief Sales Officer	Apr 20 '26	Sale	5.08	33	168	148,197	Apr 21 04:04 PM
PHILIPPE MENU	Officer	Apr 20 '26	Proposed Sale	5.28	10,608	56,010		Apr 20 04:32 PM
JURGI CAMBLONG	Director	Apr 20 '26	Proposed Sale	5.28	12,986	68,566		Apr 20 04:32 PM
MANUELA VALENTE	Officer	Apr 20 '26	Proposed Sale	5.28	380	2,006		Apr 20 04:32 PM
ZHENYU XU	Officer	Apr 20 '26	Proposed Sale	5.28	4,608	24,330		Apr 20 04:32 PM
ROSS J MUKEN	Officer	Apr 20 '26	Proposed Sale	5.28	760	4,013		Apr 20 04:32 PM
DAAN GUIDO MARIA VAN WELL	Officer	Apr 20 '26	Proposed Sale	5.28	684	3,612		Apr 20 04:29 PM
Xu Zhenyu	Chief Scientific Officer	Apr 14 '26	Sale	4.97	600	2,980	631,496	Apr 16 04:03 PM
Camblong Jurgi	Chief Executive Officer	Apr 14 '26	Sale	4.96	43,129	213,834	3,664,440	Apr 16 04:03 PM
Camblong Jurgi	Chief Executive Officer	Apr 15 '26	Sale	5.00	17,473	87,402	3,646,967	Apr 16 04:03 PM
Menu Philippe	Chief Medical Officer	Apr 14 '26	Sale	4.96	1,600	7,933	266,996	Apr 16 04:03 PM
Muken Ross	President	Apr 14 '26	Sale	4.96	2,800	13,887	682,432	Apr 16 04:03 PM
Van Well Daan	Chief Legal Officer	Apr 10 '26	Sale	4.67	2,400	11,201	346,420	Apr 14 04:02 PM
Xu Zhenyu	Chief Scientific Officer	Apr 13 '26	Sale	4.76	4,414	21,027	632,096	Apr 14 04:02 PM
Xu Zhenyu	Chief Scientific Officer	Apr 10 '26	Sale	4.68	3,706	17,347	636,510	Apr 14 04:02 PM
Camblong Jurgi	Chief Executive Officer	Apr 10 '26	Sale	4.72	12,232	57,711	3,711,968	Apr 14 04:02 PM
Camblong Jurgi	Chief Executive Officer	Apr 13 '26	Sale	4.76	4,399	20,957	3,707,569	Apr 14 04:02 PM
Muken Ross	President	Apr 13 '26	Sale	4.76	4,442	21,166	685,232	Apr 14 04:02 PM
Muken Ross	President	Apr 10 '26	Sale	4.69	3,687	17,279	689,674	Apr 14 04:02 PM
Menu Philippe	Chief Medical Officer	Apr 13 '26	Sale	4.76	4,400	20,962	268,596	Apr 14 04:01 PM
Menu Philippe	Chief Medical Officer	Apr 10 '26	Sale	4.68	3,725	17,441	272,996	Apr 14 04:01 PM
Camblong Jurgi	Chief Executive Officer	Apr 08 '26	Sale	4.84	2,800	13,553	3,726,150	Apr 10 04:02 PM
Camblong Jurgi	Chief Executive Officer	Apr 09 '26	Sale	4.74	1,950	9,244	3,724,200	Apr 10 04:02 PM
Muken Ross	President	Apr 08 '26	Sale	4.84	2,786	13,488	695,311	Apr 10 04:02 PM
Muken Ross	President	Apr 09 '26	Sale	4.74	1,950	9,239	693,361	Apr 10 04:02 PM
Xu Zhenyu	Chief Scientific Officer	Apr 08 '26	Sale	4.84	2,800	13,549	642,152	Apr 10 04:02 PM
Xu Zhenyu	Chief Scientific Officer	Apr 09 '26	Sale	4.74	1,936	9,176	640,216	Apr 10 04:02 PM
Menu Philippe	Chief Medical Officer	Apr 08 '26	Sale	4.84	2,800	13,544	278,652	Apr 10 04:02 PM
Menu Philippe	Chief Medical Officer	Apr 09 '26	Sale	4.74	1,931	9,152	276,721	Apr 10 04:02 PM
Valente Manuela	Chief People Officer	Apr 08 '26	Sale	4.85	3,824	18,543	215,451	Apr 10 04:02 PM
Van Well Daan	Chief Legal Officer	Apr 08 '26	Sale	4.85	2,861	13,862	350,808	Apr 10 04:02 PM
Van Well Daan	Chief Legal Officer	Apr 09 '26	Sale	4.74	1,988	9,424	348,820	Apr 10 04:02 PM
CARDOZA GEORGE	Chief Financial Officer	Apr 08 '26	Sale	4.85	1,403	6,801	291,458	Apr 10 04:02 PM
GEORGE CARDOZA	Officer	Apr 08 '26	Proposed Sale	4.90	1	5		Apr 08 04:37 PM
Menu Philippe	Chief Medical Officer	Apr 06 '26	Sale	4.85	2,700	13,096	283,852	Apr 08 04:05 PM
Menu Philippe	Chief Medical Officer	Apr 07 '26	Sale	4.87	2,400	11,677	281,452	Apr 08 04:05 PM
Puylaert Kevin	Chief Sales Officer	Apr 06 '26	Sale	4.86	624	3,032	148,230	Apr 08 04:05 PM
Van Well Daan	Chief Legal Officer	Apr 06 '26	Sale	4.86	2,705	13,136	356,069	Apr 08 04:04 PM
Van Well Daan	Chief Legal Officer	Apr 07 '26	Sale	4.87	2,400	11,682	353,669	Apr 08 04:04 PM
Muken Ross	President	Apr 06 '26	Sale	4.85	2,600	12,603	700,521	Apr 08 04:04 PM
Muken Ross	President	Apr 07 '26	Sale	4.87	2,424	11,801	698,097	Apr 08 04:04 PM
Camblong Jurgi	Chief Executive Officer	Apr 06 '26	Sale	4.85	2,600	12,614	3,731,450	Apr 08 04:04 PM
Camblong Jurgi	Chief Executive Officer	Apr 07 '26	Sale	4.86	2,500	12,155	3,728,950	Apr 08 04:04 PM
CARDOZA GEORGE	Chief Financial Officer	Apr 06 '26	Sale	4.85	2,520	12,211	295,274	Apr 08 04:04 PM
CARDOZA GEORGE	Chief Financial Officer	Apr 07 '26	Sale	4.88	2,413	11,768	292,861	Apr 08 04:04 PM
Valente Manuela	Chief People Officer	Apr 06 '26	Sale	4.85	2,597	12,583	221,651	Apr 08 04:04 PM
Valente Manuela	Chief People Officer	Apr 07 '26	Sale	4.87	2,376	11,566	219,275	Apr 08 04:04 PM
Xu Zhenyu	Chief Scientific Officer	Apr 06 '26	Sale	4.85	2,700	13,100	647,352	Apr 08 04:04 PM
Xu Zhenyu	Chief Scientific Officer	Apr 07 '26	Sale	4.87	2,400	11,679	644,952	Apr 08 04:04 PM
Verma Abhimanyu	Chief Technology Officer	Apr 06 '26	Sale	4.86	2,519	12,240	205,430	Apr 08 04:04 PM
Verma Abhimanyu	Chief Technology Officer	Apr 07 '26	Sale	4.87	1,030	5,016	204,400	Apr 08 04:04 PM
ROSS J MUKEN	Officer	Apr 06 '26	Proposed Sale	5.04	20,689	104,273		Apr 06 04:33 PM
DAAN GUIDO MARIA VAN WELL	Officer	Apr 06 '26	Proposed Sale	5.04	12,354	62,264		Apr 06 04:32 PM
ZHENYU XU	Officer	Apr 06 '26	Proposed Sale	5.04	18,556	93,522		Apr 06 04:32 PM
GEORGE CARDOZA	Officer	Apr 06 '26	Proposed Sale	5.04	6,335	31,928		Apr 06 04:31 PM
PHILIPPE MENU	Officer	Apr 06 '26	Proposed Sale	5.04	19,556	98,562		Apr 06 04:31 PM
MANUELA VALENTE	Officer	Apr 06 '26	Proposed Sale	5.04	8,797	44,337		Apr 06 04:31 PM
JURGI CAMBLONG	Director	Apr 06 '26	Proposed Sale	5.04	87,083	438,898		Apr 06 04:31 PM
Puylaert Kevin	Chief Sales Officer	Mar 31 '26	Sale	4.71	3	14	92,383	Apr 01 10:41 AM
Van Well Daan	Chief Legal Officer	Mar 19 '26	Sale	4.79	684	3,274	261,238	Mar 20 04:01 PM
Camblong Jurgi	Chief Executive Officer	Mar 19 '26	Sale	4.77	4,486	21,410	3,302,839	Mar 20 04:01 PM
Menu Philippe	Chief Medical Officer	Mar 19 '26	Sale	4.79	608	2,913	173,616	Mar 20 04:01 PM
Xu Zhenyu	Chief Scientific Officer	Mar 19 '26	Sale	4.78	608	2,907	537,116	Mar 20 04:01 PM
Valente Manuela	Chief People Officer	Mar 19 '26	Sale	4.79	380	1,818	152,379	Mar 20 04:01 PM
Muken Ross	President	Mar 19 '26	Sale	4.79	1,183	5,671	271,910	Mar 20 04:01 PM
Puylaert Kevin	Chief Sales Officer	Mar 19 '26	Sale	4.76	33	157	92,386	Mar 20 04:01 PM
CARDOZA GEORGE	Chief Financial Officer	Mar 19 '26	Sale	4.79	774	3,705	184,858	Mar 20 04:00 PM
ZHENYU XU	Officer	Mar 19 '26	Proposed Sale	4.91	608	2,985		Mar 19 04:25 PM
DAAN GUIDO MARIA VAN WELL	Officer	Mar 19 '26	Proposed Sale	4.91	684	3,358		Mar 19 04:25 PM
ROSS J MUKEN	Officer	Mar 19 '26	Proposed Sale	4.91	1,183	5,809		Mar 19 04:23 PM
GEORGE CARDOZA	Officer	Mar 19 '26	Proposed Sale	4.91	774	3,800		Mar 19 04:23 PM
PHILIPPE MENU	Officer	Mar 19 '26	Proposed Sale	4.91	608	2,985		Mar 19 04:22 PM
MANUELA VALENTE	Officer	Mar 19 '26	Proposed Sale	4.91	380	1,866		Mar 19 04:22 PM
JURGI CAMBLONG	Director	Mar 19 '26	Proposed Sale	4.91	4,486	22,026		Mar 19 04:22 PM

Open in Screener

BBDC

Barings BDC Inc

Jun 05 • 04:00PM ET

8.34

-0.08 -0.95 %

Financial • Asset Management • USA • Small • NYSE

Peers: CSWC MFIC TSLX FSK GBDC HTGC BXSL MAIN OBDC ARCC

| Held by: BIZD PBDC HIPS FBDC NMBL VPC PEX LBO PCR

Index	-	P/E	9.81	EPS (ttm)	0.85	Insider Own	0.61%	Shs Outstand	104.71M	Perf Week	-3.70%
Market Cap	873.25M	Forward P/E	8.71	EPS next Y	0.96	Insider Trans	1.77%	Shs Float	104.07M	Perf Month	-9.35%
Enterprise Value	2.19B	PEG	-	EPS next Q	0.24	Inst Own	46.18%	Short Float	1.93%	Perf Quarter	1.34%
Income	89.34M	P/S	3.65	EPS this Y	-11.76%	Inst Trans	-	Short Ratio	2.73	Perf Half Y	-4.47%
Sales	239.13M	P/B	0.76	EPS next Y	-3.07%	ROA	3.31%	Short Interest	2.01M	Perf YTD	-9.15%
Book/sh	11.02	P/C	9.13	EPS next 5Y	-7.38%	ROE	7.63%	52W High	9.87 -15.50%	Perf Year	-5.07%
Cash/sh	0.91	P/FCF	10.64	EPS past 3/5Y	177.17% 41.92%	ROIC	3.48%	52W Low	7.96 4.77%	Perf 3Y	6.67%
Dividend Est.	1.01 (12.16%)	EV/EBITDA	11.53	Sales past 3/5Y	6.14% 50.04%	Gross Margin	74.09%	Volatility	2.09% 2.00%	Perf 5Y	-20.77%
Dividend TTM	1.04 (12.47%)	EV/Sales	9.17	EPS Y/Y TTM	-9.16%	Oper. Margin	79.50%	ATR (14)	0.20	Perf 10Y	-48.38%
Dividend Ex-Date	Jun 03, 2026	Quick Ratio	4.56	Sales Y/Y TTM	-8.87%	Profit Margin	37.36%	RSI (14)	41.20	Recom	1.83
Dividend Gr. 3/5Y	3.06% 9.86%	Current Ratio	4.56	EPS Q/Q	-38.26%	SMA20	-2.80%	Beta	0.66	Target Price	9.62
Payout	107.35%	Debt/Eq	1.23	Sales Q/Q	-15.67%	SMA50	-3.48%	Rel Volume	1.19	Prev Close	8.42
Employees	-	LT Debt/Eq	1.23	Earnings	May 07 AMC	SMA200	-5.90%	Avg Volume	735.69K	Price	8.34
IPO	Feb 15, 2007	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.69% -3.16%	Trades		Volume	877,439	Change	-0.95%

Date	Action	Analyst	Rating Change	Price Target Change
May-28-25	Upgrade	Wells Fargo	Equal Weight → Overweight	$9.50
Nov-13-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$9 → $8.50
Feb-24-23	Downgrade	Oppenheimer	Outperform → Perform	$10 → $9
Nov-14-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$10.50 → $10
Aug-11-22	Downgrade	Raymond James	Strong Buy → Outperform	$12.50 → $11.50
Oct-08-21	Initiated	Oppenheimer	Outperform	$12
Jun-25-21	Upgrade	BofA Securities	Underperform → Buy	$11.25
Jan-21-21	Upgrade	Jefferies	Hold → Buy	$11
Aug-18-20	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$9 → $10
Jun-24-20	Upgrade	Raymond James	Outperform → Strong Buy	$9.50
May-04-20	Upgrade	Compass Point	Neutral → Buy	$8.50
Apr-02-20	Downgrade	Compass Point	Buy → Neutral	$8.50
Mar-17-20	Upgrade	National Securities	Neutral → Buy
Oct-23-19	Initiated	National Securities	Neutral	$10
Mar-11-19	Resumed	Wells Fargo	Outperform	$11
Sep-11-18	Upgrade	Raymond James	Mkt Perform → Outperform

Show Previous Ratings

Jun-01-26 08:00AM	Barings BDC, Inc. Announces Early Termination of Sierra Credit Support Agreement and $67.0 Million Payment From Barings LLC (Business Wire)
May-08-26 08:30AM	Barings BDC, Inc. Q1 2026 Earnings Call Summary (Moby)
May-07-26 05:23PM	Barings BDC: Q1 Earnings Snapshot (Associated Press)
04:15PM	Barings BDC, Inc. Reports First Quarter 2026 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
Apr-09-26 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss First Quarter 2026 Results (Business Wire)
04:01PM	Loading…
Feb-20-26 04:01PM	Barings BDC Inc (BBDC) Q4 2025 Earnings Call Highlights: Navigating Market Challenges with ... (GuruFocus.com)
11:00AM	Barings Bdc Q4 Earnings Call Highlights (MarketBeat)
08:30AM	Barings BDC, Inc. Q4 2025 Earnings Call Summary (Moby)
Feb-19-26 06:20PM	Barings BDC (BBDC) Q4 Earnings Surpass Estimates (Zacks)
05:34PM	Barings BDC: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Barings BDC, Inc. Reports Fourth Quarter and Full Year 2025 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
Jan-20-26 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss Fourth Quarter and Full Year 2025 Results (Business Wire)
Nov-13-25 03:30AM	Keefe Bruyette Slightly Trims Price Target on Barings BDC (BBDC) Following Solid Earnings (Insider Monkey)
Nov-08-25 02:06AM	Barings BDC Inc (BBDC) Q3 2025 Earnings Call Highlights: Strong Net Investment Income Amidst ... (GuruFocus.com)
Nov-06-25 07:00PM	Barings BDC (BBDC) Beats Q3 Earnings and Revenue Estimates (Zacks)
05:56PM	Loading…
05:56PM	Barings BDC: Q3 Earnings Snapshot (Associated Press Finance)
04:25PM	Barings BDC, Inc. Announces Chief Executive Officer Transition (Business Wire)
04:15PM	Barings BDC, Inc. Reports Third Quarter 2025 Results (Business Wire)
Oct-07-25 06:15AM	Barings BDC, Inc. Announces Fourth Quarter Cash Dividend of $0.26 Per Share and Announces Conference Call to Discuss Third Quarter 2025 Results (Business Wire)
01:08AM	Why Barings BDC (BBDC) Stands Out Among Middle-Market Lenders (Insider Monkey)
Sep-08-25 05:15PM	Barings BDC, Inc. Prices Public Offering of $300 Million of 5.200% Notes due 2028 (Business Wire)
Aug-09-25 03:07AM	Barings BDC Inc (BBDC) Q2 2025 Earnings Call Highlights: Strong Net Investment Income and ... (GuruFocus.com)
Aug-07-25 07:20PM	Barings BDC (BBDC) Q2 Earnings and Revenues Surpass Estimates (Zacks)
06:25PM	Barings BDC: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Barings BDC, Inc. Reports Second Quarter 2025 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
Aug-06-25 07:30PM	Hamilton Insurance (HG) Q2 Earnings and Revenues Top Estimates (Zacks)
Aug-04-25 06:00PM	New Mountain Finance (NMFC) Meets Q2 Earnings Estimates (Zacks)
Jul-22-25 12:43AM	Is Barings BDC (BBDC) a Buy for Dividend Investors Looking Under $20? (Insider Monkey)
Jul-08-25 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss Second Quarter 2025 Results (Business Wire)
Jul-03-25 05:08AM	New Strong Sell Stocks for July 3rd (Zacks)
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May-10-25 03:05AM	Barings BDC Inc (BBDC) Q1 2025 Earnings Call Highlights: Strong Results Amid Macroeconomic ... (GuruFocus.com)
May-08-25 06:40PM	Barings BDC (BBDC) Q1 Earnings and Revenues Lag Estimates (Zacks)
05:40PM	Barings BDC: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Barings BDC, Inc. Reports First Quarter 2025 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
09:31AM	Earnings To Watch: Barings BDC Inc (BBDC) Reports Q1 2025 Result (GuruFocus.com)
May-07-25 10:26AM	Barings BDC Inc (BBDC) Q1 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
May-01-25 09:29AM	Investing Groups Roundtable: Tariff Policy Impact - Part 1 (Seeking Alpha)
Apr-30-25 09:45AM	Red River Bancshares (RRBI) Q1 Earnings and Revenues Surpass Estimates (Zacks)
Apr-27-25 08:51AM	Barings BDC: Not The Best Investment Despite The 11.7% Dividend Yield (Seeking Alpha)
Apr-24-25 01:28PM	Barings BDS Is Not A Great Buy Despite The Sell-Off (Seeking Alpha)
Apr-11-25 09:54AM	Barings BDC, Inc. (BBDC): One of the High-Dividend Stocks to Invest In Under $10 (Insider Monkey)
Apr-10-25 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss First Quarter 2025 Results (Business Wire)
Apr-03-25 09:57AM	Barings BDC: Adding To This 12.9%-Yielding BDC On The Dip (Seeking Alpha)
Mar-30-25 03:37AM	BDC Weekly Review: PSEC Gets More Bad Press (Seeking Alpha)
Mar-21-25 01:22PM	Is Barings BDC (BBDC) The Best Low Priced Dividend Stock to Buy Now? (InsiderMonkey)
Mar-18-25 05:35PM	Barings BDC, Inc. (BBDC): Among Incredibly Cheap Dividend Stock to Buy Now (Insider Monkey)
Feb-22-25 02:04AM	Barings BDC Inc (BBDC) Q4 2024 Earnings Call Highlights: Strong Shareholder Returns and ... (GuruFocus.com)
12:39AM	Q4 2024 Barings BDC Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-21-25 11:34AM	What To Expect From Barings BDC Inc (BBDC) Q4 2024 Earnings (GuruFocus.com)
Feb-20-25 05:07PM	Barings BDC: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Barings BDC, Inc. Reports Fourth Quarter and Full Year 2024 Results, Announces Quarterly Cash Dividend of $0.26 Per Share and Declares Special Dividends Totaling $0.15 Per Share (Business Wire)
09:15AM	Barings BDC Inc (BBDC) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-02-25 02:22PM	Heres Why Barings BDC Inc. (BBDC) Is Among the Best Dividend Stocks Under $30 (Insider Monkey)
Jan-25-25 07:38PM	Barings BDC, Inc. (BBDC): Why You Should Invest In This Extreme Dividend Stock Now (Insider Monkey)
Jan-21-25 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss Fourth Quarter and Full Year 2024 Results (Business Wire)
Nov-08-24 02:39AM	Q3 2024 Barings BDC Inc Earnings Call (Thomson Reuters StreetEvents)
02:16AM	Barings BDC Inc (BBDC) Q3 2024 Earnings Call Highlights: Strong Credit Performance and ... (GuruFocus.com)
Nov-06-24 06:20PM	Barings BDC (BBDC) Q3 Earnings Miss Estimates (Zacks)
05:21PM	Barings BDC: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Barings BDC, Inc. Reports Third Quarter 2024 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
07:26AM	Barings BDC Inc (BBDC) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Nov-05-24 07:52AM	Barings BDC Inc (BBDC) Q3 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-08-24 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss Third Quarter 2024 Results (Business Wire)
Sep-23-24 09:40AM	Is Barings BDC (BBDC) Stock Undervalued Right Now? (Zacks)
Sep-05-24 09:40AM	Should Value Investors Buy Barings BDC (BBDC) Stock? (Zacks)
Aug-20-24 09:40AM	Are Investors Undervaluing Barings BDC (BBDC) Right Now? (Zacks)
Aug-09-24 04:31AM	Q2 2024 Barings BDC Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-07-24 07:15PM	Barings BDC (BBDC) Tops Q2 Earnings and Revenue Estimates (Zacks) +5.50%
06:10PM	Barings BDC: Q2 Earnings Snapshot (Associated Press Finance)
04:49PM	Is Barings BDC, Inc. (BBDC) the Best Dividend Stock with 10%+ Yield Now? (Insider Monkey)
04:15PM	Barings BDC, Inc. Reports Second Quarter 2024 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
Aug-06-24 05:42PM	Barings BDC, Inc. (BBDC): Is It The Best Dividend-Paying Stock According to Hedge Funds? (Insider Monkey)
Jul-08-24 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss Second Quarter 2024 Results (Business Wire)
May-15-24 12:50PM	Is Barings BDC Inc (NYSE:BBDC) the Best Financial Dividend Stock Insiders are Buying in 2024? (Insider Monkey)
08:50AM	10 Best Financial Dividend Stocks Insiders are Buying in 2024 (Insider Monkey)
May-10-24 01:25PM	Barings Bdc Insider Bought Shares Worth $267,493, According to a Recent SEC Filing (MT Newswires)
May-09-24 09:05AM	Barings BDC, Inc. (NYSE:BBDC) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:17AM	Barings BDC Inc (BBDC) Q1 2024 Earnings Call Transcript Highlights: Key Financial Metrics and ... (GuruFocus.com)
May-08-24 11:12PM	Q1 2024 Barings BDC Inc Earnings Call (Thomson Reuters StreetEvents)
May-07-24 09:53PM	BBDC Stock Earnings: Barings BDC Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:20PM	Barings BDC (BBDC) Q1 Earnings and Revenues Miss Estimates (Zacks)
05:44PM	Barings BDC Inc. Reports Q1 2024 Results: Navigates Market Challenges with Strategic Portfolio ... (GuruFocus.com)
05:17PM	Barings BDC: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Barings BDC, Inc. Reports First Quarter 2024 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
Apr-24-24 02:57AM	10 Extreme Dividend Stocks to Buy Now (Insider Monkey)
Apr-17-24 09:40AM	Has Barings BDC (BBDC) Outpaced Other Finance Stocks This Year? (Zacks)
Apr-16-24 02:52AM	12 Highest Yielding Dividend Stocks You Can Buy Right Now (Insider Monkey)
Apr-08-24 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss First Quarter 2024 Results (Business Wire)
Mar-24-24 11:04AM	13 Best Dividend-Paying Stocks Under $15 (Insider Monkey)
Mar-12-24 01:15PM	Nomura-Backed Corinthia Hires Private Credit Team From Barings (Bloomberg)
Mar-05-24 11:05AM	3 Under-$10 Stocks With Sky-High Dividend Returns (InvestorPlace)
Feb-24-24 09:05AM	Barings BDC, Inc. (NYSE:BBDC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-23-24 11:07PM	Q4 2023 Barings BDC Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-22-24 06:35PM	Barings BDC (BBDC) Tops Q4 Earnings and Revenue Estimates (Zacks)
05:33PM	Barings BDC: Q4 Earnings Snapshot (Associated Press Finance)
04:42PM	Barings BDC Inc (BBDC) Reports Solid Earnings Amidst Market Volatility (GuruFocus.com)
04:15PM	Barings BDC, Inc. Reports Fourth Quarter and Full Year 2023 Results and Announces Quarterly Cash Dividend of $0.26 Per Share (Business Wire)
Feb-07-24 04:15PM	Barings BDC, Inc. Prices Public Offering of $300 Million of 7.000% Notes due 2029 (Business Wire)
Jan-25-24 04:15PM	Barings BDC, Inc. Reports Preliminary Fourth Quarter 2023 Results (Business Wire)
Jan-18-24 06:15AM	Barings BDC, Inc. Announces Conference Call to Discuss Fourth Quarter and Full Year 2023 Results (Business Wire)

Barings BDC, Inc., is an externally managed, closed-end management investment company that has been elected to be regulated as a business development company. It acts as co-investor and takes a minority interest. The company is headquartered in Charlotte, NC.

Executive Chairman of the BoardMr. Eric James Lloyd

Chief Executive OfficerMr. Thomas McDonnell CPA

President & Head of North America Private Credit Portfolio ManagementMr. Matthew Freund C.F.A.

CFOMs. Elizabeth A. Murray CPA

Chief Accounting OfficerMs. Rosa Epperson

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McDonnell Thomas	Chief Executive Officer	Jun 03 '26	Buy	8.27	10,000	82,700	26,000	Jun 05 12:56 PM
BYERS STEPHEN R	Director	Dec 09 '25	Buy	8.97	6,761	60,644	70,243	Dec 10 03:27 PM
BYERS STEPHEN R	Director	Dec 09 '25	Sale	8.98	5,671	50,926	64,572	Dec 10 03:27 PM
STEPHEN ROBERT BYERS	Director	Dec 09 '25	Proposed Sale	8.98	5,671	50,926		Dec 09 04:45 PM
Murray Elizabeth A.	CFO and COO and PAO	Jun 06 '25	Buy	8.84	3,400	30,056	25,387	Jun 09 11:13 AM
BYERS STEPHEN R	Director	Jun 06 '25	Buy	8.89	8,700	77,343	59,734	Jun 06 04:28 PM

Open in Screener

CAVA

Cava Group Inc

Jun 05 • 04:00PM ET

72.60

+0.85 1.18 %

Consumer Cyclical • Restaurants • USA • Mid • NYSE

Peers: CMG WING TXRH SHAK DPZ EAT CAKE DRI YUM BLMN

| Held by: VTI IJH VB VBK VXF MDY IWP SPMD IWF IWR

Index	-	P/E	139.40	EPS (ttm)	0.52	Insider Own	14.07%	Shs Outstand	116.41M	Perf Week	-6.52%
Market Cap	8.46B	Forward P/E	96.67	EPS next Y	0.75	Insider Trans	-0.63%	Shs Float	100.09M	Perf Month	-18.89%
Enterprise Value	8.55B	PEG	3.85	EPS next Q	0.18	Inst Own	89.06%	Short Float	13.43%	Perf Quarter	-7.62%
Income	61.60M	P/S	6.57	EPS this Y	2.52%	Inst Trans	0.67%	Short Ratio	4.44	Perf Half Y	33.24%
Sales	1.29B	P/B	10.43	EPS next Y	35.66%	ROA	4.65%	Short Interest	13.44M	Perf YTD	23.70%
Book/sh	6.96	P/C	20.98	EPS next 5Y	25.14%	ROE	8.02%	52W High	98.79 -26.51%	Perf Year	-7.32%
Cash/sh	3.46	P/FCF	71.33	EPS past 3/5Y	- -	ROIC	4.91%	52W Low	43.41 67.24%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	50.32	Sales past 3/5Y	27.88% 23.93%	Gross Margin	18.60%	Volatility	3.97% 5.29%	Perf 5Y	-
Dividend TTM	-	EV/Sales	6.65	EPS Y/Y TTM	-57.11%	Oper. Margin	7.12%	ATR (14)	4.05	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.60	Sales Y/Y TTM	24.08%	Profit Margin	4.79%	RSI (14)	36.38	Recom	2.07
Dividend Gr. 3/5Y	- -	Current Ratio	2.65	EPS Q/Q	-8.20%	SMA20	-5.91%	Beta	1.73	Target Price	93.17
Payout	0.00%	Debt/Eq	0.62	Sales Q/Q	32.08%	SMA50	-13.12%	Rel Volume	0.63	Prev Close	71.75
Employees	13480	LT Debt/Eq	0.55	Earnings	May 19 AMC	SMA200	5.48%	Avg Volume	3.03M	Price	72.60
IPO	Jun 15, 2023	Option/Short	Yes / Yes	EPS/Sales Surpr.	14.74% 4.73%	Trades		Volume	1,916,520	Change	1.18%

Date	Action	Analyst	Rating Change	Price Target Change
May-22-26	Upgrade	Argus	Hold → Buy
May-20-26	Reiterated	Telsey Advisory Group	Outperform	$92 → $95
May-14-26	Reiterated	Telsey Advisory Group	Outperform	$88 → $92
Apr-22-26	Initiated	Roth Capital	Buy	$106
Mar-30-26	Initiated	BNP Paribas Exane	Neutral	$91
Mar-26-26	Initiated	Guggenheim	Buy	$100
Mar-09-26	Initiated	Wolfe Research	Outperform	$93
Mar-06-26	Initiated	DA Davidson	Neutral	$80
Feb-27-26	Downgrade	Argus	Buy → Hold
Feb-25-26	Reiterated	Telsey Advisory Group	Outperform	$85 → $88
Feb-05-26	Initiated	The Benchmark Company	Buy	$80
Jan-09-26	Initiated	Telsey Advisory Group	Outperform	$85
Dec-04-25	Initiated	Truist	Buy	$66
Oct-28-25	Initiated	Mizuho	Neutral	$65
Oct-22-25	Reiterated	Barclays	Equal Weight	$74 → $64
Oct-20-25	Initiated	Goldman	Neutral	$74
Oct-09-25	Initiated	RBC Capital Mkts	Outperform	$80
Jul-14-25	Initiated	Melius	Hold	$95
Jul-02-25	Initiated	KeyBanc Capital Markets	Overweight	$100
Apr-23-25	Upgrade	Bernstein	Mkt Perform → Outperform	$115

Show Previous Ratings

Jun-03-26 08:00AM	CAVAs 2025 Impact Update: Growing with Heart, Health, and Humanity (Business Wire)
Jun-02-26 12:18PM	History Suggests CAVA Could be Ready to Rebound (Schaeffer's Research)
May-22-26 09:38AM	Texas Instruments, Generac upgraded: Wall Street's top analyst calls (The Fly)
May-20-26 04:28PM	Wendy's New CEO Has a Tough Job. Here's What Needs to Be Done. (Barrons.com)
02:16PM	CAVA Jumps 7% as Same-Store Sales of 9.7% Blow Past Guidance (GuruFocus.com)
11:54AM	Loading…
11:54AM	All Hail Cava, The Slop Bowl King (Moby)
09:23AM	CAVA raises 2026 outlook after strong Q1 report, shares pop (Proactive)
09:17AM	CAVA Q1 2026 earnings beat as traffic growth lifts outlook (Quartz)
08:00AM	CAVA Deepens Its Midwest Footprint with New Columbus Restaurant (Business Wire)
06:02AM	These Stocks Are Today's Movers: Micron, Intel, CAVA, Keysight, Nvidia, and More (Barrons.com)
05:50AM	CAVA shares rise after earnings, and other early market movers, (MarketWatch)
01:00AM	Cava Group Inc (CAVA) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
May-19-26 05:36PM	Cava: Q1 Earnings Snapshot (Associated Press)
05:22PM	Cava Stock Jumps on Revenue Beat. Foot Traffic Is Up. (Barrons.com)
04:52PM	Cava stock rises on earnings beat and raised guidance (Investing.com)
04:18PM	Loading…
04:18PM	Cava Revenue Climbs in as Traffic Grows (The Wall Street Journal)
04:10PM	CAVA Group Reports First Quarter 2026 Results (Business Wire)
08:55AM	NYSE Content Update: Armada Raises $230 Million, Boosts Valuation to $2 Billion (PR Newswire)
05:06AM	Home Depot launches batch of retail earnings this week (MarketWatch)
03:55AM	Stock Market Today: Dow, S&P 500 and Nasdaq slip as oil and Treasury yields climb; Home Depot results on tap (MarketWatch)
May-14-26 03:58PM	Nvidia earnings alone won't rescue the S&P 500 from its new sell signal (MarketWatch) +5.24%
01:00PM	The Week Ahead: Fed Minutes, Nvidia Earnings in Focus (Schaeffer's Research)
May-11-26 09:53AM	The ONE Group: Traffic Rebound, Benihana Synergies Lift Margins & Cash Flow Quarterly Update Report (Exec Edge)
May-07-26 11:12AM	Shake Shack Q1 Revenue Up 14%, Appoints New CFO (Exec Edge) -5.63%
May-05-26 11:50AM	Portillos Q1 Revenue Increases 3.5% Amid Expansion (Exec Edge)
Apr-30-26 04:10PM	CAVA to Announce First Quarter 2026 Financial Results on May 19, 2026 (Business Wire)
Apr-22-26 09:35AM	Airbnb upgraded, Zscaler downgraded: Wall Street's top analyst calls (The Fly)
Apr-21-26 04:10PM	CAVA Announces the Retirement of Karen Kochevar from the Board (Business Wire)
10:03AM	Intel upgraded, Reddit initiated: Wall Street's top analyst calls (The Fly)
Apr-17-26 08:00AM	CAVA Expands to the St. Louis Area, Dishing Out Craveable Mediterranean Meals (Business Wire)
08:00AM	Loading…
Apr-15-26 08:00AM	CAVA Makes Waves with Debut of Glazed Salmon Its First-Ever Seafood Protein (Business Wire)
Apr-09-26 07:03AM	The Great Slop Bowl Split Is Here (Moby)
Mar-26-26 09:45AM	Spotify initiated, Qualcomm downgraded: Wall Street's top analyst calls (The Fly)
Mar-17-26 08:00AM	CAVA Celebrates National Pita Day with Its Biggest Fan Giveaway Yet (Business Wire)
Mar-16-26 01:16PM	CAVA opens its first restaurant in Ohio as part of Midwest push (Nation's Restaurant News) +6.40%
05:59AM	CAVA debuts in Ohio with first restaurant in Cincinnati (Verdict Food Service)
Mar-13-26 08:07AM	Hello, Cincinnati: CAVA's Expansion Into the Midwest Continues (Business Wire)
Mar-10-26 10:44AM	Cava Says It Is a Winner in a K-Shaped Economy. Does That Make CAVA Stock a Buy Now? (Barchart)
Mar-09-26 07:26AM	Here Are Monday's Top Wall Street Analyst Research Calls: Brown-Forman, Cava Group, Dow, GE Vernova, Global Payments, Netflix, Shake Shack, Starbucks, Verizon, and More (24/7 Wall St.)
Mar-06-26 03:54PM	Netflix buys Ben Affleck's AI company, RFK Jr. targets Dunkin' (Yahoo Finance Video)
10:21AM	2 Restaurant Stocks, 2 Earnings Beats, 2 Very Different Setups (MarketBeat)
Mar-04-26 10:34PM	Q4 Earnings Recap: CAVA (NYSE:CAVA) Tops Modern Fast Food Stocks (StockStory)
Mar-02-26 09:12AM	Can CMG's High-Efficacy Kitchen Rollout Reignite Transactions in 2026? (Zacks)
Feb-26-26 11:37AM	Can McDonald's Value Strategy Sustain Traffic Gains in 2026? (Zacks)
02:11AM	Red Robin Gourmet Burgers Q4 Earnings Call Highlights (MarketBeat)
Feb-25-26 05:14PM	Stocks to Watch Wednesday Recap: HP, Lowes, TJX, Netflix (The Wall Street Journal) +26.36%
04:32PM	Stock Indexes Settle Higher on Strength in Tech (Barchart)
03:57PM	DoorDash pulls out of Asia markets, Cava stock soars 25% (Yahoo Finance Video)
03:48PM	Cava Stock Jumps Into Overbought Territory. Is It Too Late to Buy CAVA Now? (Barchart)
01:03PM	Tech Rallies Ahead Of Nvidia Earnings, Bitcoin Jumps 7%: What's Moving Markets Wednesday? (Benzinga)
12:47PM	Cavas 25% Jump Might Herald a Slop-Bowl Resurrection (Moby)
11:55AM	CAVA adds assistant general managers, zone leaders (Nation's Restaurant News)
11:51AM	Why CAVA (CAVA) Stock Is Trading Up Today (StockStory)
11:39AM	Nasdaq lead gains as tech stocks resurgent ahead of Nvidia and Salesforce earnings (Proactive)
11:29AM	Can Unit Expansion Support Chipotle's Systemwide Sales in 2026? (Zacks)
11:17AM	Cava shares surge on fourth quarter earnings beat (Proactive)
11:07AM	Cava Stock Surges on Outlook for a Brighter 2026. But the Test for Fast Casual Restaurants Isnt Over. (Barrons.com)
11:01AM	Pre-Market Gains Continue (Zacks)
10:32AM	Pre-Markets Push Higher Ahead of NVIDIA Earnings (Zacks)
10:16AM	Stocks to Watch Wednesday: HP, Lowes, TJX, Netflix (The Wall Street Journal)
09:49AM	CAVA sustained same-store sales growth in Q4 (Nation's Restaurant News)
09:40AM	Stocks to Watch Wednesday: HP, Lowe's, TJX, Lucid (The Wall Street Journal)
09:30AM	Is It Worth Investing in Cava (CAVA) Based on Wall Street's Bullish Views? (Zacks)
09:19AM	Cava Stock Jumps After Q4 Double Beat (Benzinga)
08:29AM	5 Things to Know Before the Stock Market Opens (Investopedia)
06:58AM	CAVA Group reports double-digit revenue growth in Q4 FY25 (Verdict Food Service)
05:55AM	Workday shares slide after earnings, and other early market movers (MarketWatch)
02:07AM	CAVA Group Q4 Earnings Call Highlights (MarketBeat)
12:00AM	Cava Group Inc (CAVA) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic Expansion Plans (GuruFocus.com)
Feb-24-26 08:00PM	Compared to Estimates, Cava (CAVA) Q4 Earnings: A Look at Key Metrics (Zacks)
07:30PM	Cava Group (CAVA) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:54PM	Cava Fourth-Quarter Sales Rise on Higher Prices, New Restaurant Openings (The Wall Street Journal)
04:52PM	Bowl Slop? Cava CEO Doesn't Want to Hear It (The Wall Street Journal)
04:51PM	Cava says diners are doing better this year - and could be getting tired of chasing meal deals (MarketWatch)
04:34PM	CAVA's (NYSE:CAVA) Q4 CY2025 Sales Top Estimates, Stock Soars (StockStory)
04:17PM	Cava: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	CAVA Group Reports Fourth Quarter and Full Year Fiscal 2025 Results (Business Wire)
09:18AM	Cava Stock In The Spotlight Ahead Of Q4 Earnings (Benzinga)
Feb-23-26 10:35AM	Domino's Pizza (DPZ) Lags Q4 Earnings Estimates (Zacks)
10:33AM	Nvidia, Joby, CoreWeave, Lucid and More Stocks with Earnings This Week (Benzinga)
07:18AM	What To Expect From Cava Group Inc (CAVA) Q4 2025 Earnings (GuruFocus.com)
Feb-22-26 10:10PM	CAVA (CAVA) Q4 Earnings Report Preview: What To Look For (StockStory)
Feb-21-26 06:04AM	UBS Maintains a Neutral rating on CAVA Group, Inc. (CAVA) (Insider Monkey)
Feb-19-26 05:45PM	Cava Group (CAVA) Rises As Market Takes a Dip: Key Facts (Zacks)
09:15AM	Unveiling Cava (CAVA) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Feb-18-26 10:00AM	Dine Brands (DIN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks) +6.98%
Feb-17-26 10:00AM	Analysts Estimate Cava Group (CAVA) to Report a Decline in Earnings: What to Look Out for (Zacks)
Feb-13-26 08:35AM	Chipotle's Pricing Lags Inflation: How Deep Is the Margin Squeeze? (Zacks)
Feb-12-26 11:35PM	3 Small-Cap Stocks We Think Twice About (StockStory) -5.58%
09:00AM	CAVA Group, Inc. (CAVA) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-10-26 05:45PM	Cava Group (CAVA) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
Feb-09-26 09:30AM	Is Cava (CAVA) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Feb-06-26 04:13PM	Jennifer Garners Once Upon a Farm Rises 17% After $198 Million IPO (Bloomberg) +8.38%
Feb-05-26 10:12AM	Microsoft downgraded, Snap upgraded: Wall Street's top analyst calls (The Fly)
07:58AM	Here Are Thursdays Top Wall Street Analyst Research Calls: CAVA Group, DigitalOcean, Fox Corp, Jack Henry, Microsoft, Qualcomm, Snap, Zoom Communications, and More (24/7 Wall St.)
Feb-04-26 04:10PM	CAVA to Announce Fourth Quarter and Full Year 2025 Financial Results on February 24, 2026 (Business Wire) +7.42%
Feb-03-26 10:16PM	CAVA Group, Inc. (CAVA): A Bull Case Theory (Insider Monkey)
10:08PM	Chipotle Mexican Grill Q4 Earnings Call Highlights (MarketBeat)
Feb-02-26 05:45PM	Cava Group (CAVA) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
05:50AM	A Restaurant Rotation Is Underway: Traffic Tells the Story (Motley Fool)

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Co-FounderMr. Brett Schulman

FounderMr. Theodore Xenohristos

Chief Financial OfficerMs. Tricia K. Tolivar

Chief People OfficerMs. Kelly Costanza

Chief Operations OfficerMr. Douglas W. Thompson

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KADOW JOSEPH JOHN	CLO & Secretary	Jun 03 '26	Buy	70.00	1,000	70,000	6,974	Jun 05 04:00 PM
Thompson Douglas W.	Chief Operations Officer	May 29 '26	Buy	77.90	2,500	194,750	12,871	Jun 02 04:10 PM
KADOW JOSEPH JOHN	CLO & Secretary	May 29 '26	Buy	79.00	1,000	79,000	5,974	Jun 02 04:10 PM
Thompson Douglas W.	Chief Operations Officer	May 26 '26	Buy	79.45	4,000	317,800	10,371	May 28 04:02 PM
Phillips Adam David	Chief Accounting Officer	May 21 '26	Option Exercise	9.58	5,181	49,634	14,686	May 22 04:28 PM
Phillips Adam David	Chief Accounting Officer	May 21 '26	Sale	77.14	5,181	399,662	9,505	May 22 04:28 PM
Costanza Kelly	Chief People Officer	May 21 '26	Sale	79.87	10,010	799,499	113,850	May 22 04:28 PM
KENNETH ROBERT BERTRAM	Former Affiliate	May 21 '26	Proposed Sale	80.90	44,510	3,600,757		May 21 04:26 PM
ADAM D PHILLIPS	Officer	May 21 '26	Proposed Sale	77.14	5,181	399,685		May 21 04:17 PM
KELLY COSTANZA	Officer	May 21 '26	Proposed Sale	80.53	10,010	806,105		May 21 04:14 PM
Xenohristos Theodoros	Chief Concept Officer	May 11 '26	Sale	79.75	9,044	721,259	327,882	May 12 04:12 PM
Theodoros Xenohristos	Officer	May 11 '26	Proposed Sale	79.40	9,044	718,094		May 11 04:10 PM
Bertram Kenneth Robert	CLO & Secretary	Mar 05 '26	Sale	80.33	15,000	1,204,950	37,958	Mar 06 04:07 PM
KENNETH ROBERT BERTRAM	Officer	Mar 05 '26	Proposed Sale	80.33	15,000	1,204,914		Mar 05 04:33 PM
Phillips Adam David	Chief Accounting Officer	Feb 26 '26	Sale	85.54	2,000	171,080	9,505	Mar 02 04:35 PM
Costanza Kelly	Chief People Officer	Feb 26 '26	Option Exercise	6.75	31,803	214,670	155,663	Mar 02 04:35 PM
Costanza Kelly	Chief People Officer	Feb 26 '26	Sale	84.45	31,803	2,685,763	123,860	Mar 02 04:35 PM
KELLY COSTANZA	Officer	Feb 26 '26	Proposed Sale	84.45	31,803	2,685,763		Feb 26 04:13 PM
ADAM D PHILLIPS	Officer	Feb 26 '26	Proposed Sale	85.54	2,000	171,080		Feb 26 04:11 PM
Tolivar Tricia K.	Chief Financial Officer	Jan 27 '26	Sale	62.14	2,404	149,391	231,934	Jan 29 04:10 PM
Schulman Brett	CEO and President	Jan 27 '26	Sale	62.14	4,542	282,252	802,783	Jan 29 04:10 PM
Xenohristos Theodoros	Chief Concept Officer	Jan 27 '26	Sale	62.14	1,039	64,566	332,205	Jan 29 04:10 PM
Phillips Adam David	Chief Accounting Officer	Jan 27 '26	Sale	62.14	774	48,099	10,435	Jan 29 04:10 PM
Bertram Kenneth Robert	CLO & Secretary	Jan 27 '26	Sale	62.14	994	61,770	49,122	Jan 29 04:10 PM
Costanza Kelly	Chief People Officer	Jan 27 '26	Sale	62.14	1,707	106,077	119,139	Jan 29 04:10 PM
Theodoros Xenohristos	Officer	Jan 27 '26	Proposed Sale	62.55	1,039	64,989		Jan 27 04:18 PM
Tricia K Tolivar	Officer	Jan 27 '26	Proposed Sale	62.55	2,404	150,370		Jan 27 04:16 PM
Brett M Schulman	Officer	Jan 27 '26	Proposed Sale	62.55	4,542	284,102		Jan 27 04:14 PM
Adam David Phillips	Officer	Jan 27 '26	Proposed Sale	62.55	774	48,414		Jan 27 04:12 PM
Kelly Costanza	Officer	Jan 27 '26	Proposed Sale	62.55	1,707	106,773		Jan 27 04:10 PM
Kenneth Robert Bertram	Officer	Jan 27 '26	Proposed Sale	62.55	994	62,175		Jan 27 04:07 PM
Xenohristos Theodoros	Chief Concept Officer	Jan 21 '26	Sale	67.41	965	65,051	333,244	Jan 23 04:14 PM
Schulman Brett	CEO and President	Jan 21 '26	Sale	67.41	21,650	1,459,426	807,325	Jan 23 04:14 PM
Tolivar Tricia K.	Chief Financial Officer	Jan 21 '26	Sale	67.41	2,204	148,572	234,338	Jan 23 04:14 PM
Costanza Kelly	Chief People Officer	Jan 21 '26	Sale	67.41	1,702	114,732	120,846	Jan 23 04:14 PM
Bertram Kenneth Robert	CLO & Secretary	Jan 21 '26	Sale	67.41	1,074	72,398	50,116	Jan 23 04:14 PM
Theodoros Xenohristos	Director	Jan 21 '26	Proposed Sale	69.05	965	66,633		Jan 21 05:26 PM
Tricia K Tolivar	Officer	Jan 21 '26	Proposed Sale	69.05	2,204	152,186		Jan 21 05:19 PM
Brett M Schulman	Director	Jan 21 '26	Proposed Sale	69.05	21,650	1,494,932		Jan 21 05:13 PM
Kelly Costanza	Officer	Jan 21 '26	Proposed Sale	69.05	1,702	117,523		Jan 21 05:06 PM
Kenneth Robert Bertram	Officer	Jan 21 '26	Proposed Sale	69.05	1,074	74,160		Jan 21 04:57 PM
Bertram Kenneth Robert	CLO & Secretary	Nov 26 '25	Sale	50.70	3,788	192,052	51,143	Nov 28 01:03 PM
KENNETH ROBERT BERTRAM	Officer	Nov 26 '25	Proposed Sale	50.70	3,788	192,052		Nov 26 04:13 PM
Schulman Brett	CEO and President	Nov 10 '25	Option Exercise	5.79	36,657	212,415	828,975	Nov 12 04:30 PM
Schulman Brett	CEO and President	Nov 12 '25	Buy	48.98	150	7,347	150	Nov 12 04:30 PM
Bertram Kenneth Robert	CLO & Secretary	Sep 29 '25	Sale	58.86	3,771	221,961	54,931	Oct 01 04:10 PM
Kenneth Robert Bertram	Officer	Sep 29 '25	Proposed Sale	62.61	3,771	236,102		Sep 29 04:18 PM
Costanza Kelly	Chief People Officer	Jun 16 '25	Sale	75.16	2,799	210,360	122,548	Jun 18 04:20 PM
Bertram Kenneth Robert	CLO & Secretary	Jun 16 '25	Sale	75.16	2,198	165,192	58,533	Jun 18 04:20 PM
Phillips Adam David	Chief Accounting Officer	Jun 16 '25	Sale	75.16	739	55,540	11,063	Jun 18 04:20 PM
Schulman Brett	CEO and President	Jun 16 '25	Sale	75.16	31,856	2,394,154	792,318	Jun 18 04:20 PM
Xenohristos Theodoros	Chief Concept Officer	Jun 16 '25	Sale	75.16	3,062	230,127	350,209	Jun 18 04:20 PM
Somers Jennifer	Chief Operations Officer	Jun 16 '25	Sale	75.16	2,861	215,019	137,048	Jun 18 04:19 PM
Tolivar Tricia K.	Chief Financial Officer	Jun 16 '25	Sale	75.16	4,845	364,129	236,345	Jun 18 04:19 PM
Adam David Phillips	Officer	Jun 16 '25	Proposed Sale	74.57	739	55,107		Jun 16 04:16 PM
Kelly Costanza	Officer	Jun 16 '25	Proposed Sale	74.57	2,799	208,721		Jun 16 04:10 PM
Theodoros Xenohristos	Director	Jun 16 '25	Proposed Sale	74.57	3,062	228,333		Jun 16 04:04 PM
Kenneth Robert Bertram	Officer	Jun 16 '25	Proposed Sale	74.57	2,198	163,905		Jun 16 03:58 PM
Jennifer Somers	Officer	Jun 16 '25	Proposed Sale	74.57	2,861	213,345		Jun 16 03:51 PM
Tricia K Tolivar	Officer	Jun 16 '25	Proposed Sale	74.57	4,845	361,292		Jun 16 03:45 PM
Brett M Schulman	Director	Jun 16 '25	Proposed Sale	74.57	31,856	2,375,502		Jun 16 03:36 PM

Open in Screener

SMRT

SmartRent Inc

Jun 05 • 04:00PM ET

1.10

-0.06 -5.17 %

Technology • Software - Application • USA • Micro • NYSE

Peers: API ASUR AZ CURR DUOT SMWB DOMO MTLS XPER OOMA

| Held by: VTI VGT VXF SCHA SNSR ITOT PRFZ SCHB SIMS

Index	-	P/E	-	EPS (ttm)	-0.13	Insider Own	8.52%	Shs Outstand	192.72M	Perf Week	-12.70%
Market Cap	212.12M	Forward P/E	-	EPS next Y	-0.06	Insider Trans	3.34%	Shs Float	176.41M	Perf Month	-5.98%
Enterprise Value	118.77M	PEG	-	EPS next Q	-0.02	Inst Own	64.25%	Short Float	1.08%	Perf Quarter	-37.85%
Income	-24.82M	P/S	1.42	EPS this Y	71.88%	Inst Trans	5.32%	Short Ratio	1.92	Perf Half Y	-39.56%
Sales	149.66M	P/B	0.92	EPS next Y	38.89%	ROA	-7.45%	Short Interest	1.90M	Perf YTD	-45.54%
Book/sh	1.20	P/C	2.15	EPS next 5Y	-	ROE	-10.31%	52W High	2.20 -50.00%	Perf Year	18.65%
Cash/sh	0.51	P/FCF	-	EPS past 3/5Y	13.45% 38.32%	ROIC	-10.51%	52W Low	0.85 29.26%	Perf 3Y	-69.44%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-3.18% 23.73%	Gross Margin	34.36%	Volatility	5.84% 6.44%	Perf 5Y	-89.50%
Dividend TTM	-	EV/Sales	0.79	EPS Y/Y TTM	61.30%	Oper. Margin	-21.07%	ATR (14)	0.08	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	3.33	Sales Y/Y TTM	-9.70%	Profit Margin	-16.59%	RSI (14)	34.66	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	3.90	EPS Q/Q	88.89%	SMA20	-7.99%	Beta	1.51	Target Price	1.45
Payout	-	Debt/Eq	0.02	Sales Q/Q	-6.44%	SMA50	-17.27%	Rel Volume	1.66	Prev Close	1.16
Employees	418	LT Debt/Eq	0.02	Earnings	May 06 BMO	SMA200	-29.41%	Avg Volume	988.04K	Price	1.10
IPO	Feb 05, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-33.33% -0.52%	Trades		Volume	1,637,633	Change	-5.17%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-08-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Aug-08-24	Downgrade	Cantor Fitzgerald	Overweight → Neutral	$4 → $2
Aug-02-24	Downgrade	BTIG Research	Buy → Neutral
Jul-31-24	Downgrade	DA Davidson	Buy → Neutral	$3.25 → $2
Jul-31-24	Downgrade	Colliers Securities	Buy → Neutral
Jan-19-24	Initiated	BTIG Research	Buy	$4.50
Aug-16-22	Initiated	Imperial Capital	Outperform	$6
Jul-22-22	Resumed	Cantor Fitzgerald	Overweight	$6
May-25-22	Initiated	Compass Point	Buy	$8
Feb-15-22	Initiated	Morgan Stanley	Equal-Weight	$9
Feb-14-22	Initiated	Keefe Bruyette	Outperform	$13
Feb-08-22	Initiated	Colliers Securities	Buy	$9
Jan-21-22	Initiated	DA Davidson	Buy	$14
Nov-30-21	Initiated	Deutsche Bank	Buy	$16
Oct-27-21	Initiated	Goldman	Buy	$18
Oct-07-21	Initiated	Cantor Fitzgerald	Neutral	$14

Show Previous Ratings

May-12-26 09:00AM	SmartRent Promotes Pankaj Bansi to Chief Operating Officer (Business Wire)
May-06-26 08:35PM	SmartRent, Inc. Q1 2026 Earnings Call Summary (Moby) -18.18%
08:00AM	SmartRent Reports First Quarter 2026 Financial Results (Business Wire)
Apr-27-26 04:30PM	SmartRent Launches Value-Added Reseller Program (Business Wire)
Apr-16-26 10:00AM	SmartRent to Report First Quarter 2026 Financial Results on May 6, 2026 (Business Wire)
06:00PM	Loading…
Mar-04-26 06:00PM	SmartRent Inc (SMRT) Q4 2025 Earnings Call Highlights: A Turnaround with Revenue Growth and ... (GuruFocus.com) +16.23%
01:47PM	SmartRent Q4 Earnings Call Highlights (MarketBeat)
12:34PM	SmartRent, Inc. Q4 2025 Earnings Call Summary (Moby)
08:16AM	SmartRent (NYSE:SMRT) Posts Q4 CY2025 Sales In Line With Estimates (StockStory)
08:00AM	SmartRent Reports Fourth Quarter and Full-Year 2025 Financial Results (Business Wire)
Mar-03-26 07:46AM	SmartRent (SMRT) Reports Earnings Tomorrow: What To Expect (StockStory)
07:20AM	SmartRent Inc (SMRT) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-12-26 11:37PM	1 Small-Cap Stock with Promising Prospects and 2 We Ignore (StockStory) -7.47%
Feb-11-26 05:49PM	SmartRent to Report Fourth Quarter and Full-Year 2025 Financial Results on March 4, 2026 (Business Wire)
Feb-05-26 09:00AM	SmartRent Provides Update on Fourth Quarter 2025 Financial Results (Business Wire)
04:05PM	Loading…
Jan-28-26 04:05PM	SmartRent Announces Inducement Grants Under New York Stock Exchange Listed Company Manual Rule 303A.08 (Business Wire)
Jan-22-26 11:33PM	1 Unpopular Stock That Deserves a Second Chance and 2 Facing Challenges (StockStory)
Jan-19-26 11:34PM	2 Cash-Heavy Stocks to Target This Week and 1 We Turn Down (StockStory)
Jan-13-26 10:35PM	Reflecting On Internet of Things Stocks' Q3 Earnings: SmartRent (NYSE:SMRT) (StockStory)
Jan-10-26 10:39AM	3 Stocks Where Insiders Are Buying, Not Bailing (MarketBeat)
Dec-03-25 03:26PM	Why Are SmartRent (SMRT) Shares Soaring Today (StockStory) +6.43%
Dec-02-25 11:04PM	2 Reasons to Like SMRT and 1 to Stay Skeptical (StockStory)
Nov-25-25 03:28PM	1 Cash-Burning Stock to Research Further and 2 We Brush Off (StockStory)
Nov-18-25 11:00AM	RR's Pivot to RaaS: Evading Short-Term Setback for Long-Term Growth (Zacks)
Nov-17-25 04:15PM	SmartRent Names Sangeeth Ponathil Chief Information Officer (Business Wire)
Nov-12-25 09:00AM	SmartRent Launches Product Advisory Council to Shape the Next Generation of Property Technology Solutions (Business Wire)
Nov-10-25 08:02PM	SmartRent Inc (SMRT) Q3 2025 Earnings Call Highlights: Navigating Revenue Shifts and Strategic ... (GuruFocus.com)
Nov-05-25 08:12AM	SmartRent (NYSE:SMRT) Posts Better-Than-Expected Sales In Q3, Stock Soars (StockStory)
Nov-04-25 08:37AM	SmartRent Inc (SMRT) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Nov-03-25 10:21PM	What To Expect From SmartRent's (SMRT) Q3 Earnings (StockStory)
12:01AM	Loading…
Oct-20-25 12:01AM	3 Reasons to Avoid SMRT and 1 Stock to Buy Instead (StockStory)
Oct-19-25 11:31PM	Unpacking Q2 Earnings: SmartRent (NYSE:SMRT) In The Context Of Other Internet of Things Stocks (StockStory)
Oct-15-25 04:05PM	SmartRent to Report Third Quarter 2025 Financial Results on November 5, 2025 (Business Wire)
Oct-09-25 03:30PM	Pankaj Bansi Joins SmartRent as Chief Transformation Officer (Business Wire)
Sep-24-25 09:00AM	Renters Expect Property Managers to Provide Energy-Efficient, Cost-Saving Solutions as Utility Costs Continue to Rise (Business Wire)
Sep-17-25 01:36PM	SmartRent (SMRT) Shares Skyrocket, What You Need To Know (StockStory) +5.81%
Sep-16-25 11:41AM	SmartRent (SMRT) Stock Trades Up, Here Is Why (StockStory)
Sep-01-25 09:06AM	Hayden Capital's Review on SmartRent (SMRT) (Insider Monkey)
Aug-18-25 02:41PM	SmartRent (SMRT) Stock Trades Up, Here Is Why (StockStory) +13.64%
Aug-13-25 01:41AM	The 5 Most Interesting Analyst Questions From SmartRent's Q2 Earnings Call (StockStory)
Aug-12-25 03:27AM	SMRT Q2 Deep Dive: Recurring Revenue Growth and Cost Resets Underpin Path to Profitability (StockStory) +8.80%
Aug-09-25 08:09PM	SmartRent, Inc. (SMRT) Regains Compliance with New York Stock Exchange's Minimum Share Price Requirement; KBW Reduces PT From $1.60 to $1.30 (Insider Monkey)
Aug-06-25 01:11PM	Why Is SmartRent (SMRT) Stock Rocketing Higher Today (StockStory) +15.64%
09:26AM	SmartRent (NYSE:SMRT) Misses Q2 Revenue Estimates, Stock Drops (StockStory)
08:00AM	SmartRent Reports Second Quarter 2025 Financial Results (Business Wire)
Aug-05-25 10:28AM	SmartRent Inc (SMRT) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
09:30AM	Zark Appoints Jacob Crumbley as Vice President of Sales to Drive Growth in Multifamily Solutions (PR Newswire)
Aug-04-25 11:28PM	SmartRent Earnings: What To Look For From SMRT (StockStory) +5.21%
04:05PM	SmartRent Confirms Compliance with NYSE Minimum Share Price Listing Standard (Business Wire)
Jul-31-25 08:22AM	RealPage, RR Living, Greystar, Asset Living, and Bradford Commercial Real Estate Services to keynote Parks Associates' third annual Smart Spaces: Apartments, Hospitality, and Community Living (PR Newswire)
Jul-30-25 12:04AM	SmartRent (SMRT): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
Jul-17-25 08:23AM	Parks Associates Announces the 2025 Property Innovation Awards Nominations (PR Newswire)
Jul-16-25 08:00AM	SmartRent to Report Second Quarter 2025 Financial Results on August 6, 2025 (Business Wire) +5.25%
Jul-01-25 01:41AM	The Top 5 Analyst Questions From SmartRent's Q1 Earnings Call (StockStory)
Jun-26-25 09:00AM	New SmartRent Survey Reveals What Renters Expect from Property Managers During Peak Summer Leasing Season (Business Wire)
Jun-24-25 08:00AM	SmartRent Appoints Thomas Bohjalian to Board of Directors (Business Wire)
Jun-16-25 08:00AM	SmartRent Announces Frank Martell as President and Chief Executive Officer (Business Wire)
Jun-11-25 05:48AM	SMRT Q1 Earnings Call: Strategic Restructuring Amid Revenue Decline and Leadership Transition (StockStory)
Jun-05-25 08:02PM	SmartRent Enhances Its Platform with AI Intelligence and Energy-Saving Features (Insider Monkey)
09:15AM	SmartRent Evolves its Platform With AI-Powered Intelligence and Energy Optimization Capabilities (Business Wire)
Jun-04-25 09:15AM	Parks Associates and SmartRent Whitepaper Dissects the Multi-Billion Dollar Impact of Energy Savings in Multifamily (Business Wire)
06:00AM	Power Market expands Oregon footprint (C-Store Dive)
May-23-25 12:53PM	Why SmartRent (SMRT) Stock Is Up Today (StockStory)
May-19-25 11:34PM	Q1 Earnings Outperformers: SmartRent (NYSE:SMRT) And The Rest Of The Internet of Things Stocks (StockStory)
May-07-25 08:00AM	SmartRent Reports First Quarter 2025 Results (Business Wire)
May-02-25 06:30PM	SmartRent Receives Continued Listing Standard Notice from NYSE (Business Wire)
12:31AM	2 Russell 2000 Stocks with Promising Prospects and 1 to Question (StockStory)
Apr-29-25 05:01AM	Q4 Internet of Things Earnings: Rockwell Automation (NYSE:ROK) Earns Top Marks (StockStory)
Apr-25-25 09:14AM	2 Industrials Stocks for Long-Term Investors and 1 to Approach with Caution (StockStory)
Apr-17-25 09:00AM	SmartRent to Report First Quarter 2025 Financial Results on May 7, 2025 (Business Wire) +9.18%
Apr-16-25 05:02AM	Unpacking Q4 Earnings: SmartRent (NYSE:SMRT) In The Context Of Other Internet of Things Stocks (StockStory)
Apr-15-25 09:35AM	SmartRent, Inc. (SMRT) Loses -37.6% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Apr-11-25 12:24PM	SmartRent: Further Drop In Price Makes Us Load Up The Truck (Seeking Alpha) -6.75%
Apr-10-25 04:09PM	Why SmartRent (SMRT) Shares Are Falling Today (StockStory) -29.68%
09:00AM	SmartRent Announces CEO Resignation (Business Wire)
Apr-07-25 05:10AM	2 Reasons to Like SMRT (and 1 Not So Much) (StockStory)
Mar-31-25 09:00AM	SmartRent Expands AI-Powered Smart Operations Suite to Support Centralized Teams (Business Wire) +8.04%
Mar-28-25 10:40AM	Is SmartRent, Inc. (SMRT) the Cheapest Stock Insiders Are Buying In March? (Insider Monkey)
Mar-18-25 05:00PM	SmartRent Reports Inducement Grants Under New York Stock Exchange Listed Company Manual Rule (Business Wire)
Mar-05-25 08:00AM	SmartRent Reports Fourth Quarter and Full-Year 2024 Results (Business Wire) +7.09%
Feb-12-25 09:00AM	SmartRent to Report Fourth Quarter and Full-Year 2024 Financial Results on March 5, 2025 (Business Wire) +6.52%
Feb-03-25 08:00AM	SmartRent Appoints Ana Pinczuk to its Board of Directors (Business Wire)
Jan-27-25 08:00AM	SmartRent Names Shane Paladin as President and Chief Executive Officer (Business Wire)
Dec-16-24 10:00AM	SmartRent Launches $10M Investment Program to Fuel Next-Level Innovation and Customer Success (Business Wire)
Dec-12-24 10:00AM	SmartRent Wins 2024 MHN Excellence Silver Award for Best Technology (Business Wire)
Dec-04-24 10:00AM	SmartRent launches Alloy Deadbolt+ with Apple Wallet integration, enhancing access efficiency and management (Business Wire)
Nov-25-24 10:00AM	SmartRent Named to 2024 Deloitte Technology Fast 500 List (Business Wire)
Nov-19-24 03:01PM	SmartRent New Maintenance Dashboards Offer Advanced Performance Data Visualization to Smart Operations Platform (Business Wire)
Nov-06-24 08:00AM	SmartRent Reports Third Quarter 2024 Results (Business Wire) -7.39%
Oct-17-24 09:00AM	SmartRent Celebrates One Millionth Self-Guided Tour (Business Wire)
Oct-16-24 08:05AM	SmartRent to Report Third Quarter 2024 Financial Results on November 6, 2024 (Business Wire)
Oct-03-24 09:01AM	SmartRent Launches Next-Generation Alloy Fusion Z-Wave Hub with Innovative User Interface and Integrated Thermostat (Business Wire)
Sep-19-24 09:00AM	SmartRent Welcomes Natalie Cariola as Chief Revenue Officer (Business Wire)
Sep-10-24 10:00AM	Capital Square Living Leverages SmartRent for In-House Management Transition (Business Wire)
Aug-26-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating MaxLinear, Bumble, SmartRent, and Domino's and Encourages Investors to Contact the Firm (GlobeNewswire)
Aug-15-24 08:38PM	Smart Rent, Inc. (SMRT) Analysis: Positioning Among Top Technology Penny Stocks for Investment (Insider Monkey) +10.42%
Aug-12-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating MaxLinear, Bridger, SmartRent, and Domino's and Encourages Investors to Contact the Firm (GlobeNewswire) +10.87%
Aug-07-24 08:00AM	SmartRent Reports Second Quarter 2024 Results (Business Wire) -5.45%
Jul-30-24 08:30AM	SmartRent Announces CEO Transition Plan (Business Wire) -19.58%
Jul-17-24 06:56PM	SmartRent to Report Second Quarter 2024 Financial Results on August 7, 2024 (Business Wire)

SmartRent, Inc. is an enterprise smart home automation company developing software and hardware that empowers property owners, managers and homebuilders to effectively manage, protect and automate daily operational processes. Its solutions are designed to provide property managers seamless visibility and control over all their communities assets while delivering additional revenue opportunities through all-in-one home control apps for residents. Its smart home products and solutions were conceptualized, innovated and built by former multifamily operators to maximize efficiency, increase convenience, oversee asset protection and more, all from one dashboard. The company was founded by Lucas Haldeman in 2017 and is headquartered in Phoenix, AZ.

CEOMr. Frank D. Martell

Co-FounderMr. Isaiah Derose-Wilson

Chief Financial OfficerMr. Daryl Stemm

General Counsel & Company SecretaryMr. Brian McQuaid

Chief Revenue OfficerMs. Natalie Cariola

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Martell Frank	Chief Executive Officer	Jun 05 '26	Buy	1.13	40,260	45,353	3,225,526	Jun 05 04:32 PM
Martell Frank	Chief Executive Officer	Jun 04 '26	Buy	1.19	20,000	23,728	3,185,266	Jun 05 04:32 PM
Ponathil Sangeeth	Chief Information Officer	May 26 '26	Buy	1.25	10,000	12,500	10,000	May 27 04:18 PM
Martell Frank	Chief Executive Officer	May 12 '26	Buy	1.18	100,000	117,850	3,165,266	May 13 05:57 PM
Martell Frank	Chief Executive Officer	May 08 '26	Buy	1.12	50,000	56,220	3,065,266	May 08 06:48 PM
Bohjalian Thomas N	Director	Mar 12 '26	Buy	1.74	150,000	260,490	500,000	Mar 12 06:25 PM
DeRose-Wilson Isaiah	Former Officer	Jan 23 '26	Proposed Sale	1.72	166,402	286,820		Jan 23 02:42 PM
DeRose-Wilson Isaiah	Former Officer	Jan 22 '26	Proposed Sale	1.73	360,000	621,423		Jan 22 04:16 PM
DeRose-Wilson Isaiah	Former Officer	Jan 21 '26	Proposed Sale	1.75	25	44		Jan 21 04:23 PM
DeRose-Wilson Isaiah	Former Officer	Jan 20 '26	Proposed Sale	1.76	188,647	331,399		Jan 20 04:10 PM
DeRose-Wilson Isaiah	Former Officer	Jan 16 '26	Proposed Sale	1.78	360,000	641,930		Jan 16 04:29 PM
DeRose-Wilson Isaiah	Former Officer	Jan 15 '26	Proposed Sale	1.76	43,328	76,257		Jan 15 04:18 PM
DeRose-Wilson Isaiah	Former Officer	Jan 15 '26	Proposed Sale	1.76	316,672	557,343		Jan 15 04:15 PM
Martell Frank	Chief Executive Officer	Dec 15 '25	Buy	2.06	30,534	62,949	2,094,330	Dec 16 04:30 PM
Martell Frank	Chief Executive Officer	Dec 16 '25	Buy	2.07	19,466	40,295	2,113,796	Dec 16 04:30 PM
Martell Frank	Chief Executive Officer	Dec 12 '25	Buy	2.07	25,000	51,768	2,063,796	Dec 12 05:31 PM
Martell Frank	Chief Executive Officer	Dec 11 '25	Buy	2.07	25,000	51,690	2,038,796	Dec 12 05:31 PM
Martell Frank	Chief Executive Officer	Dec 09 '25	Buy	2.03	30,000	60,840	1,477,290	Dec 10 04:10 PM
Martell Frank	Chief Executive Officer	Dec 10 '25	Buy	1.99	30,000	59,700	1,507,290	Dec 10 04:10 PM
Martell Frank	Chief Executive Officer	Dec 05 '25	Buy	1.91	124,086	237,401	1,447,290	Dec 05 04:22 PM
Martell Frank	Chief Executive Officer	Dec 04 '25	Buy	1.88	100,000	187,650	1,323,204	Dec 04 04:54 PM
Martell Frank	Chief Executive Officer	Dec 03 '25	Buy	1.86	27,722	51,483	1,223,204	Dec 04 04:54 PM
Martell Frank	Chief Executive Officer	Dec 02 '25	Buy	1.69	28,846	48,839	1,195,482	Dec 02 04:39 PM
Martell Frank	Chief Executive Officer	Dec 01 '25	Buy	1.69	18,432	31,095	1,166,636	Dec 02 04:39 PM
Bohjalian Thomas N	Director	Dec 02 '25	Buy	1.68	50,000	84,165	350,000	Dec 02 04:33 PM
Martell Frank	Chief Executive Officer	Nov 25 '25	Buy	1.73	50,435	87,000	1,148,204	Nov 25 04:04 PM
Martell Frank	Chief Executive Officer	Nov 24 '25	Buy	1.60	49,565	79,487	1,097,769	Nov 25 04:04 PM
Martell Frank	Chief Executive Officer	Nov 20 '25	Buy	1.47	93,764	137,833	991,968	Nov 21 04:51 PM
Martell Frank	Chief Executive Officer	Nov 21 '25	Buy	1.44	56,236	80,980	1,048,204	Nov 21 04:51 PM
Martell Frank	Chief Executive Officer	Sep 16 '25	Buy	1.58	50,000	79,115	898,204	Sep 16 05:11 PM
Martell Frank	Chief Executive Officer	Sep 15 '25	Buy	1.53	50,000	76,565	848,204	Sep 15 04:16 PM
Martell Frank	Chief Executive Officer	Sep 12 '25	Buy	1.44	50,000	71,935	798,204	Sep 15 04:16 PM
Pinczuk Ana G.	Director	Aug 22 '25	Buy	1.48	67,094	99,111	95,778	Aug 25 04:03 PM
Bohjalian Thomas N	Director	Aug 19 '25	Buy	1.50	100,000	150,000	300,000	Aug 19 04:49 PM
Bohjalian Thomas N	Director	Aug 18 '25	Buy	1.49	25,000	37,250	200,000	Aug 19 04:49 PM
DORMAN JOHN C	Director	Aug 18 '25	Buy	1.53	100,000	153,470	382,968	Aug 18 04:20 PM
Martell Frank	Chief Executive Officer	Aug 15 '25	Buy	1.35	120,000	161,832	748,204	Aug 15 08:36 PM
Martell Frank	Chief Executive Officer	Aug 12 '25	Buy	1.37	130,000	178,230	628,204	Aug 12 05:40 PM
Martell Frank	Chief Executive Officer	Aug 11 '25	Buy	1.26	100,000	126,480	498,204	Aug 12 05:40 PM
Bohjalian Thomas N	Director	Aug 11 '25	Buy	1.26	150,000	189,000	150,000	Aug 12 04:01 PM
Bohjalian Thomas N	Director	Aug 12 '25	Buy	1.37	25,000	34,250	175,000	Aug 12 04:01 PM
Martell Frank	Chief Executive Officer	Aug 08 '25	Buy	1.25	150,000	187,500	398,204	Aug 11 04:09 PM

Open in Screener

BZUN

Baozun Inc ADR

Jun 05 • 04:00PM ET

2.65

-0.02 -0.75 %

Consumer Cyclical • Internet Retail • China • Micro • NASD

Peers: DOYU FLX GLBE HUYA ZH DIBS CARG BILI BIDU RUM

| Held by: AVDV DFEM DFAE EWX PGJ APIE DFAX DFEV DFSE AVDS

Index	-	P/E	-	EPS (ttm)	-0.45	Insider Own	0.17%	Shs Outstand	53.67M	Perf Week	2.32%
Market Cap	142.23M	Forward P/E	4.10	EPS next Y	0.65	Insider Trans	368.91%	Shs Float	53.58M	Perf Month	-4.33%
Enterprise Value	316.38M	PEG	-	EPS next Q	-	Inst Own	23.88%	Short Float	1.01%	Perf Quarter	11.34%
Income	-26.09M	P/S	0.10	EPS this Y	122.14%	Inst Trans	1.71%	Short Ratio	1.49	Perf Half Y	-7.02%
Sales	1.45B	P/B	0.29	EPS next Y	57.51%	ROA	-1.89%	Short Interest	0.54M	Perf YTD	-0.38%
Book/sh	9.03	P/C	0.33	EPS next 5Y	-	ROE	-4.95%	52W High	4.88 -45.70%	Perf Year	-3.64%
Cash/sh	7.95	P/FCF	-	EPS past 3/5Y	28.42% -	ROIC	-4.42%	52W Low	2.07 28.02%	Perf 3Y	-34.24%
Dividend Est.	-	EV/EBITDA	20.69	Sales past 3/5Y	3.51% 1.53%	Gross Margin	73.15%	Volatility	4.66% 4.42%	Perf 5Y	-92.33%
Dividend TTM	-	EV/Sales	0.22	EPS Y/Y TTM	-5.82%	Oper. Margin	0.76%	ATR (14)	0.13	Perf 10Y	-56.98%
Dividend Ex-Date	-	Quick Ratio	1.49	Sales Y/Y TTM	9.72%	Profit Margin	-1.80%	RSI (14)	50.84	Recom	1.62
Dividend Gr. 3/5Y	- -	Current Ratio	1.82	EPS Q/Q	87.67%	SMA20	1.26%	Beta	0.50	Target Price	4.23
Payout	-	Debt/Eq	0.63	Sales Q/Q	21.21%	SMA50	0.15%	Rel Volume	0.95	Prev Close	2.67
Employees	6762	LT Debt/Eq	0.13	Earnings	May 20 BMO	SMA200	-10.82%	Avg Volume	362.58K	Price	2.65
IPO	May 21, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	- 4.25%	Trades		Volume	346,189	Change	-0.75%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-30-24	Downgrade	CLSA	Outperform → Hold
Mar-26-24	Downgrade	China Renaissance	Buy → Hold
Feb-08-24	Upgrade	Daiwa Securities	Outperform → Buy
Feb-27-23	Upgrade	CLSA	Underperform → Outperform	$4.40 → $7
Jan-30-23	Initiated	JP Morgan	Overweight
Jan-11-23	Upgrade	JP Morgan	Neutral → Overweight	$9 → $10
May-16-22	Upgrade	JP Morgan	Underweight → Neutral	$5 → $8
Mar-14-22	Downgrade	JP Morgan	Overweight → Underweight	$5
Mar-11-22	Upgrade	Credit Suisse	Underperform → Neutral	$8.30
Dec-02-21	Downgrade	CLSA	Buy → Outperform
Aug-20-21	Downgrade	Daiwa Securities	Buy → Neutral	$42 → $20
Jul-23-21	Downgrade	Credit Suisse	Outperform → Underperform
Jun-08-21	Resumed	JP Morgan	Overweight	$45
May-19-21	Upgrade	Credit Suisse	Neutral → Outperform	$41
Jan-25-21	Upgrade	CLSA	Outperform → Buy	$42
Nov-24-20	Downgrade	Credit Suisse	Outperform → Neutral
Jun-03-20	Upgrade	Credit Suisse	Neutral → Outperform	$36
Mar-31-20	Downgrade	BofA/Merrill	Buy → Neutral
Nov-22-19	Downgrade	Credit Suisse	Outperform → Neutral
Aug-22-19	Downgrade	CLSA	Buy → Outperform

Show Previous Ratings

May-20-26 03:01PM	Baozun Inc (BZUN) Q1 2026 Earnings Call Highlights: Revenue Surge and Profit Turnaround (GuruFocus.com)
06:00AM	Baozun Announces First Quarter 2026 Unaudited Financial Results (PR Newswire)
May-15-26 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (PR Newswire) -8.89%
May-08-26 06:00AM	Baozun to Announce First Quarter 2026 Unaudited Financial Results on May 20, 2026 (PR Newswire)
Apr-23-26 07:42AM	Baozun Releases 2025 Annual Sustainability Report (PR Newswire)
06:50AM	Loading…
06:50AM	Baozun Files Annual Reports for Fiscal Year 2025 (PR Newswire)
06:00AM	Baozun Releases 2025 Chairman Letter (PR Newswire)
Mar-26-26 02:39PM	Gap Plans 50 China Stores After First Quarterly Breakeven (GuruFocus.com) -12.10%
Mar-25-26 03:01PM	Baozun Inc (BZUN) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Profitability ... (GuruFocus.com) +16.43%
06:15AM	Baozun Announces Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results (PR Newswire)
Mar-11-26 06:00AM	Baozun to Announce Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results on March 25, 2026 (PR Newswire)
Nov-25-25 02:00PM	Baozun Inc (BZUN) Q3 2025 Earnings Call Highlights: Revenue Growth and Strategic Focus on ... (GuruFocus.com) -5.82%
05:00AM	Baozun Announces Third Quarter 2025 Unaudited Financial Results (PR Newswire)
Nov-11-25 05:00AM	Baozun to Announce Third Quarter 2025 Unaudited Financial Results on November 25, 2025 (PR Newswire)
Sep-22-25 01:32PM	Accenture Pre-Q4 Earnings: Is the Stock a Portfolio Must-Have? (Zacks)
03:04AM	Loading…
Aug-29-25 03:04AM	Baozun Inc (BZUN) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansion (GuruFocus.com) +6.27%
Aug-28-25 06:00AM	Baozun Announces Second Quarter 2025 Unaudited Financial Results (PR Newswire) +12.72%
Aug-14-25 06:00AM	Baozun to Announce Second Quarter 2025 Unaudited Financial Results on August 28, 2025 (PR Newswire)
Jul-21-25 09:40AM	Is Baozun (BZUN) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Jun-18-25 06:00AM	Baozun Announces Results of Annual General Meeting of Shareholders (PR Newswire)
May-22-25 03:03AM	Baozun Inc (BZUN) Q1 2025 Earnings Call Highlights: Revenue Growth and Strategic Expansions ... (GuruFocus.com)
May-21-25 06:00AM	Baozun Announces First Quarter 2025 Unaudited Financial Results (PR Newswire)
May-16-25 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (PR Newswire)
May-07-25 06:00AM	Baozun to Announce First Quarter 2025 Unaudited Financial Results on May 21, 2025 (PR Newswire) +6.84%
Apr-23-25 07:17AM	Baozun Releases 2024 Sustainability Report (PR Newswire)
06:38AM	Baozun Files Annual Reports for Fiscal Year 2024 (PR Newswire)
06:00AM	Baozun Releases 2024 Chairman Letter (PR Newswire)
Apr-18-25 11:35AM	Is Baozun Inc. (BZUN) the Best Internet Retail Stock to Buy According to Analysts? (Insider Monkey)
Mar-30-25 08:00AM	Baozun: Decent Buy Opportunity After The Correction (Seeking Alpha)
Mar-21-25 03:01AM	Baozun Inc (BZUN) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansions (GuruFocus.com)
12:30PM	Loading…
Mar-20-25 12:30PM	Baozun (BZUN) Q4 2024 Earnings Call Transcript (Motley Fool) -12.71%
09:01AM	Baozun Inc. (BZUN) Q4 2024 Earnings Call Transcript (SeekingAlpha)
06:00AM	Baozun Announces Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results (PR Newswire)
Mar-19-25 06:00PM	Here's the major earnings before the open tomorrow (SeekingAlpha)
Mar-06-25 05:00AM	Baozun to Announce Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results on March 20, 2025 (PR Newswire)
Feb-27-25 10:32AM	Why Baozun Inc. (BZUN) Is Skyrocketing So Far In 2025 (Insider Monkey) -5.52%
Feb-10-25 07:56PM	Why Baozun Inc. (BZUN) Is Skyrocketing (Insider Monkey)
Nov-22-24 02:02AM	Baozun Inc (BZUN) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amid Profitability ... (GuruFocus.com)
Nov-21-24 11:00AM	Baozun (BZUN) Q3 2024 Earnings Call Transcript (Motley Fool) -8.11%
05:00AM	Baozun Announces Third Quarter 2024 Unaudited Financial Results (PR Newswire)
Nov-07-24 05:00AM	Baozun to Announce Third Quarter Financial Results of 2024 Unaudited Financial Results on November 21, 2024 (PR Newswire)
Oct-17-24 06:28AM	Baozun Inc. Announces Strategic Share Repurchase (TipRanks)
Oct-16-24 06:50AM	Baozun Inc. Announces Strategic Share Repurchase (TipRanks)
Oct-10-24 06:29AM	Baozun Announces Share Repurchase Update (TipRanks)
Oct-09-24 07:27AM	Baozun Announces Recent Share Repurchase (TipRanks)
Oct-08-24 07:17AM	Baozun Announces Recent Share Repurchase (TipRanks) -10.22%
Oct-05-24 06:31AM	Baozun Announces Share Repurchase Update (TipRanks)
Aug-28-24 02:30PM	Baozun (BZUN) Q2 2024 Earnings Call Transcript (Motley Fool)
06:28AM	Baozun Announces Second Quarter 2024 Unaudited Financial Results (PR Newswire)
Aug-14-24 06:00AM	Baozun to Announce Second Quarter and Half-Year Interim Financial Results of 2024 Unaudited Financial Results on August 28, 2024 (PR Newswire)
Jun-12-24 07:26AM	Baozun Announces Results of Annual General Meeting of Shareholders (PR Newswire)
May-31-24 05:30AM	Alibaba sells stake in e-commerce branding services firm Baozun for US$21.8 million as part of corporate restructuring (South China Morning Post)
May-29-24 08:03AM	Baozun Inc. (NASDAQ:BZUN) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-28-24 01:00PM	Baozun (BZUN) Q1 2024 Earnings Call Transcript (Motley Fool)
10:52AM	BZUN Stock Earnings: Baozun Beats Revenue for Q1 2024 (InvestorPlace)
06:00AM	Baozun Announces First Quarter 2024 Unaudited Financial Results (PR Newswire)
May-14-24 06:00AM	Baozun to Announce First Quarter 2024 Unaudited Financial Results on May 28, 2024 (PR Newswire)
May-10-24 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (PR Newswire)
Apr-19-24 07:13AM	Baozun Releases 2023 Sustainability Report (PR Newswire)
06:34AM	Baozun Strengthens Leadership Team (PR Newswire)
06:26AM	Baozun Files Annual Reports for Fiscal Year 2023 (PR Newswire)
06:00AM	Baozun Releases 2023 Chairman Letter (PR Newswire)
Mar-26-24 08:51AM	Baozun Inc. (NASDAQ:BZUN) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-21-24 12:45PM	Baozun (BZUN) Q4 2023 Earnings Call Transcript (Motley Fool) -16.67%
10:53AM	BZUN Stock Earnings: Baozun Misses EPS, Beats Revenue for Q4 2023 (InvestorPlace)
06:00AM	Baozun Announces Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results (PR Newswire)
Mar-07-24 04:32PM	7 Under-$10 Stocks That Will Be Worth $100 (or More!) by 2026 (InvestorPlace)
05:00AM	Baozun to Announce Fourth Quarter and Fiscal Year 2023 Unaudited Financial Results on March 21, 2024 (PR Newswire)
Feb-16-24 03:15AM	20 Fastest Growing E-Commerce Companies in 2024 (Insider Monkey)
Jan-24-24 06:00AM	Baozun Announces US$20 million Share Repurchase Program (PR Newswire) +17.33%
Nov-24-23 08:44AM	Baozun Inc. (NASDAQ:BZUN) Q3 2023 Earnings Call Transcript (Insider Monkey) +5.46%
Nov-22-23 10:45AM	Baozun (BZUN) Q3 2023 Earnings Call Transcript (Motley Fool) -10.12%
05:00AM	Baozun Announces Third Quarter 2023 Unaudited Financial Results (PR Newswire)
Nov-08-23 05:00AM	Baozun to Announce Third Quarter Financial Results of 2023 Unaudited Financial Results on November 22, 2023 (PR Newswire)
Oct-05-23 05:17PM	Ray Dalio on Potential US-China War and Rise of China (Insider Monkey) +5.72%
Aug-29-23 08:12AM	Baozun Inc. (NASDAQ:BZUN) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-28-23 03:39PM	Why Baozun Stock Popped Today (Motley Fool) +12.47%
01:00PM	Baozun (BZUN) Q2 2023 Earnings Call Transcript (Motley Fool)
12:37PM	Hawaiian Electric Says Power Lines Not Responsible For Deadly Lahaina Fire, China Targets Stock Market Revival, FTC Pauses Legal Battle With Amgen's $28B Horizon Deal: Today's Top Stories (Benzinga)
06:00AM	Baozun Announces Second Quarter 2023 Unaudited Financial Results (PR Newswire)
Aug-14-23 06:00AM	Baozun to Announce Second Quarter and Half-Year Interim Financial Results of 2023 Unaudited Financial Results on August 28, 2023 (PR Newswire)
Jul-14-23 10:22AM	Positive week for Baozun Inc. (NASDAQ:BZUN) institutional investors who lost 52% over the past year (Simply Wall St.)
Jun-27-23 04:18PM	Why Alibaba, Bilibili, and Baozun Rose Today (Motley Fool)
Jun-15-23 08:20AM	Baozun Announces Results of Annual General Meeting of Shareholders (PR Newswire)
Jun-02-23 11:54AM	Why Shares of Alibaba, Dingdong, and Baozun Are Rising Today (Motley Fool)
May-25-23 02:47PM	Why Baozun Stock Was Falling Today (Motley Fool) -9.65%
01:30PM	Baozun (BZUN) Q1 2023 Earnings Call Transcript (Motley Fool)
06:00AM	Baozun Announces First Quarter 2023 Unaudited Financial Results (PR Newswire)
May-15-23 06:00AM	Baozun Schedules Annual General Meeting of Shareholders (GlobeNewswire) +7.57%
May-12-23 06:00AM	Baozun to Announce First Quarter 2023 Unaudited Financial Results on May 25, 2023 (GlobeNewswire) -5.42%
Apr-29-23 08:34AM	Baozun (NASDAQ:BZUN) investors are sitting on a loss of 90% if they invested five years ago (Simply Wall St.)
Apr-25-23 06:34AM	Baozun Releases 2022 Sustainability Report (GlobeNewswire)
06:27AM	Baozun Files Annual Report on Form 20-F for Fiscal Year 2022 (GlobeNewswire)
06:19AM	Baozun Releases 2022 Chairman Letter (GlobeNewswire)
Mar-25-23 08:41AM	Baozun Full Year 2022 Earnings: Misses Expectations (Simply Wall St.)
Mar-24-23 07:15AM	Baozun Inc. (NASDAQ:BZUN) Q4 2022 Earnings Call Transcript (Insider Monkey) -5.26%
06:42AM	Baozun (NASDAQ:BZUN) Might Be Having Difficulty Using Its Capital Effectively (Simply Wall St.)
Mar-22-23 12:18PM	Why Baozun Stock Was Sinking Today (Motley Fool) -9.41%
10:08AM	Baozun Registers 20% Topline Decline In Q4 Weighed Down By GMV Weakness; Updates On Newer Business Lines (Benzinga)
06:30AM	Baozun Announces Fourth Quarter and Fiscal Year 2022 Unaudited Financial Results (GlobeNewswire)

Baozun, Inc. is a holding company, which engages in the provision of brand electronic commerce (e-commerce) services and solutions. Its services include apparel and accessories, appliances, electronics, home and furnishings, food and health products, beauty and cosmetics, fast moving consumer goods, and mother and baby products, and insurance and automobiles. The firm operates through the E-Commerce and Brand Management segments. The company was founded by Wen Bin Qiu, Jun Hua Wu, and Qing Yu Zhang in August 2007 and is headquartered in Shanghai, China.

Co-FounderMr. Wenbin Qiu

Co-FounderMr. Junhua Wu

Chief Financial OfficerMs. Yanjie Zhu

Joint Company Secretary and Senior Director of Corporate Development & Investor RelationsMs. Wendy Shu Sun

Senior Vice PresidentMr. Yuen Lung Kwok

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Qiu Wenbin	Chief Executive Officer	Jun 04 '26	Buy	2.67	10,000	26,700	1,513,872	Jun 05 06:16 AM
Qiu Wenbin	Chief Executive Officer	Jun 03 '26	Buy	2.63	10,000	26,300	1,503,872	Jun 05 06:16 AM
Wu Junhua	Chief Strategy Officer	Jun 01 '26	Buy	2.70	20,000	54,000	188,270	Jun 03 06:30 AM
Qiu Wenbin	Chief Executive Officer	Jun 01 '26	Buy	2.73	10,000	27,300	1,483,872	Jun 03 06:26 AM
Qiu Wenbin	Chief Executive Officer	Jun 02 '26	Buy	2.69	10,000	26,900	1,493,872	Jun 03 06:26 AM
Wu Junhua	Chief Strategy Officer	May 28 '26	Buy	2.56	19,500	49,920	168,270	Jun 01 07:53 AM
Qiu Wenbin	Chief Executive Officer	May 29 '26	Buy	2.57	10,000	25,700	1,473,872	Jun 01 07:46 AM
Qiu Wenbin	Chief Executive Officer	May 28 '26	Buy	2.56	10,000	25,600	1,463,872	Jun 01 07:46 AM
Qiu Wenbin	Chief Executive Officer	May 27 '26	Buy	2.58	10,000	25,800	1,453,872	May 28 06:48 AM
Qiu Wenbin	Chief Executive Officer	May 26 '26	Buy	2.55	10,000	25,500	1,443,872	May 28 06:48 AM
Wu Junhua	Chief Strategy Officer	May 26 '26	Buy	2.55	10,000	25,500	148,770	May 28 06:45 AM
Qiu Wenbin	Chief Executive Officer	Apr 17 '26	Buy	3.14	16,000	50,240	1,433,872	Apr 21 06:15 AM
Qiu Wenbin	Chief Executive Officer	Apr 16 '26	Buy	2.84	17,500	49,700	1,417,872	Apr 17 07:33 AM
Qiu Wenbin	Chief Executive Officer	Apr 15 '26	Buy	2.71	11,000	29,810	1,400,372	Apr 17 07:33 AM
Qiu Wenbin	Chief Executive Officer	Apr 14 '26	Buy	2.63	11,500	30,245	1,389,372	Apr 15 06:30 AM
Qiu Wenbin	Chief Executive Officer	Apr 13 '26	Buy	2.48	12,100	30,008	1,377,872	Apr 15 06:30 AM
Wu Junhua	Chief Strategy Officer	Apr 13 '26	Buy	2.49	11,084	27,599	138,770	Apr 14 07:47 AM
Wu Junhua	Chief Strategy Officer	Apr 10 '26	Buy	2.40	5,372	12,893	127,686	Apr 14 07:47 AM
Qiu Wenbin	Chief Executive Officer	Apr 10 '26	Buy	2.43	12,400	30,132	1,365,772	Apr 13 06:19 AM
Qiu Wenbin	Chief Executive Officer	Apr 09 '26	Buy	2.58	11,650	30,057	1,353,372	Apr 13 06:19 AM
Wu Junhua	Chief Strategy Officer	Apr 08 '26	Buy	2.54	30,886	78,450	122,314	Apr 10 06:18 AM
Qiu Wenbin	Chief Executive Officer	Apr 07 '26	Buy	2.51	12,000	30,120	1,330,122	Apr 09 06:31 AM
Qiu Wenbin	Chief Executive Officer	Apr 08 '26	Buy	2.58	11,600	29,928	1,341,722	Apr 09 06:31 AM
Wu Junhua	Chief Strategy Officer	Apr 02 '26	Buy	2.47	30,000	74,019	91,428	Apr 06 08:47 AM
Wu Junhua	Chief Strategy Officer	Mar 31 '26	Buy	2.40	14,000	33,597	61,428	Apr 01 09:52 PM

Open in Screener

FF

Futurefuel Corp

Jun 05 • 04:00PM ET

4.35

-0.02 -0.46 %

Basic Materials • Specialty Chemicals • USA • Micro • NYSE

Peers: AMTX MNTK HDSN OEC AVNT FUL HWKN NEU ASIX CMP

| Held by: VTI IWM VXF BSVO AVUV IWN DES DFMC VTWO DFSV

Index	RUT	P/E	-	EPS (ttm)	-1.19	Insider Own	40.43%	Shs Outstand	43.86M	Perf Week	5.07%
Market Cap	190.80M	Forward P/E	-	EPS next Y	-	Insider Trans	0.06%	Shs Float	26.13M	Perf Month	-9.19%
Enterprise Value	168.43M	PEG	-	EPS next Q	-	Inst Own	35.61%	Short Float	2.59%	Perf Quarter	-4.81%
Income	-52.34M	P/S	1.73	EPS this Y	-	Inst Trans	-6.52%	Short Ratio	1.41	Perf Half Y	26.82%
Sales	110.16M	P/B	1.34	EPS next Y	-	ROA	-25.74%	Short Interest	0.68M	Perf YTD	36.36%
Book/sh	3.24	P/C	8.53	EPS next 5Y	-	ROE	-31.69%	52W High	5.12 -15.04%	Perf Year	12.11%
Cash/sh	0.51	P/FCF	-	EPS past 3/5Y	- -	ROIC	-36.88%	52W Low	3.09 40.78%	Perf 3Y	-27.02%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-37.70% -14.08%	Gross Margin	-26.88%	Volatility	4.69% 4.75%	Perf 5Y	-39.39%
Dividend TTM	0.19 (4.37%)	EV/Sales	1.53	EPS Y/Y TTM	-707.66%	Oper. Margin	-39.84%	ATR (14)	0.20	Perf 10Y	3.40%
Dividend Ex-Date	Jun 04, 2026	Quick Ratio	3.02	Sales Y/Y TTM	-45.63%	Profit Margin	-47.51%	RSI (14)	53.74	Recom	1.00
Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	4.79	EPS Q/Q	-16.06%	SMA20	3.03%	Beta	0.85	Target Price	14.00
Payout	-	Debt/Eq	0.00	Sales Q/Q	82.19%	SMA50	2.12%	Rel Volume	0.71	Prev Close	4.37
Employees	493	LT Debt/Eq	0.00	Earnings	May 11 AMC	SMA200	13.11%	Avg Volume	480.44K	Price	4.35
IPO	Jul 14, 2008	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	342,643	Change	-0.46%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-02-15	Upgrade	ROTH Capital	Neutral → Buy	$12 → $13
Mar-27-15	Downgrade	ROTH Capital	Buy → Neutral	$17 → $13
Dec-02-14	Initiated	ROTH Capital	Buy	$19

May-11-26 04:37PM	FutureFuel: Q1 Earnings Snapshot (Associated Press) -15.91%
04:05PM	FutureFuel Announces First Quarter 2026 Results (GlobeNewswire)
Apr-20-26 04:25PM	FUTUREFUEL ANNOUNCES FIRST QUARTER 2026 EARNINGS RELEASE DATE (GlobeNewswire)
Mar-31-26 08:30AM	FutureFuel Redirects Capital to Growth Investments and Share Repurchases (GlobeNewswire)
Mar-16-26 04:53PM	FutureFuel: Q4 Earnings Snapshot (Associated Press Finance) -6.79%
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04:05PM	FutureFuel Releases 2025 Results (GlobeNewswire)
Feb-25-26 04:10PM	FutureFuel to Release Year End 2025 Financial Results on March 16, 2026 (GlobeNewswire)
Feb-02-26 08:16PM	FutureFuel Corp. (FF): A Bull Case Theory (Insider Monkey)
Dec-10-25 04:15PM	FutureFuel Corp. Declares First Quarter 2026 Cash Dividend; Extends Share Repurchase Program (GlobeNewswire) +8.81%
Dec-08-25 08:00AM	FutureFuel Announces Director and Chairman of the Board Appointment (GlobeNewswire)
Nov-10-25 04:27PM	FutureFuel: Q3 Earnings Snapshot (Associated Press Finance) -11.34%
04:05PM	FutureFuel Releases Third Quarter 2025 Results (GlobeNewswire)
Oct-21-25 06:25PM	FutureFuel to Release Third Quarter 2025 Financial Results on November 10, 2025 (GlobeNewswire)
Oct-15-25 09:00AM	FutureFuel Announcement and Update. (GlobeNewswire) +14.06%
Sep-29-25 10:00PM	FutureFuel Announces Director Resignation (GlobeNewswire)
06:10PM	Loading…
Aug-11-25 06:10PM	FutureFuel: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	FutureFuel Releases Second Quarter 2025 Results (GlobeNewswire)
Jul-01-25 04:10PM	FutureFuel to Release Second Quarter 2025 Financial Results on August 11, 2025 (GlobeNewswire)
Jun-17-25 05:00PM	FutureFuel Idles Biodiesel Production Amidst Regulatory Uncertainty, Shifts Full Focus to Specialty Chemicals Growth (GlobeNewswire)
May-12-25 04:36PM	FutureFuel: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	FutureFuel Releases First Quarter 2025 Results (GlobeNewswire)
Apr-23-25 06:26AM	FutureFuel: Recent Operating Challenges Create Potential Buying Opportunity (Seeking Alpha)
Apr-10-25 04:10PM	FutureFuel to Release First Quarter 2025 Financial Results on May 12, 2025 (GlobeNewswire)
Apr-03-25 04:15PM	FutureFuel Announces Appointment of New Director (GlobeNewswire)
Mar-28-25 04:19PM	FutureFuel: Q4 Earnings Snapshot (Associated Press Finance) -5.67% -6.25%
04:10PM	FutureFuel Releases 2024 Results (GlobeNewswire)
Mar-27-25 10:35AM	Is FutureFuel Corp. (FF) the Best Fundamentally Strong Penny Stock to Buy Now? (InsiderMonkey)
Mar-26-25 04:17PM	FutureFuel to Release 2024 Financial Results on March 28, 2025; Announces Initiation of the Restart of the BioDiesel Plant at its Batesville Facility (GlobeNewswire)
Mar-13-25 04:38PM	FutureFuel to Delay Release of 2024 Financial Results (GlobeNewswire) -5.05%
Feb-28-25 04:02PM	FutureFuel Announces Certain Updated Matters with Respect to Its Batesville, Arkansas Facility (GlobeNewswire)
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Feb-26-25 04:05PM	FutureFuel Earns Bronze Medal from EcoVadis for Sustainability Performance (GlobeNewswire)
Feb-20-25 05:22PM	FutureFuel to Release Year End 2024 Financial Results on March 14, 2025 (GlobeNewswire)
Jan-31-25 04:02PM	FutureFuel Announces Certain Matters with Respect to Its Biodiesel Production (GlobeNewswire) -9.89%
Jan-03-25 04:14PM	FutureFuel Receives Excise Tax Registration Approval (GlobeNewswire)
Dec-06-24 04:05PM	FutureFuel Corp. Declares Quarterly Cash Dividend Program for 2025 (GlobeNewswire)
Nov-08-24 04:13PM	FutureFuel: Q3 Earnings Snapshot (Associated Press Finance) -17.90%
04:05PM	FutureFuel Releases Third Quarter 2024 Results (GlobeNewswire)
Oct-08-24 04:10PM	FutureFuel to Release Third Quarter 2024 Financial Results on November 8, 2024 (GlobeNewswire) +5.07%
Aug-26-24 07:30AM	FutureFuel Board of Directors Thanks Tom McKinlay for His Distinguished Service (GlobeNewswire)
Aug-22-24 04:00AM	FutureFuel Corp. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights By August 23rd - FF (PR Newswire)
Aug-20-24 08:30AM	FutureFuel Appoints Roeland Polet as Chief Executive Officer of the Company (GlobeNewswire)
Aug-14-24 06:00AM	FutureFuel Announces Appointment of New Director (GlobeNewswire)
Aug-09-24 08:53PM	FF Stock Earnings: FutureFuel Reported Results for Q2 2024 (InvestorPlace) +17.37%
04:16PM	FutureFuel: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	FutureFuel Releases Second Quarter 2024 Results (GlobeNewswire)
Aug-02-24 04:30PM	FutureFuel Announces Director Resignation (GlobeNewswire) -9.07%
Jul-10-24 04:10PM	FutureFuel to Release Second Quarter 2024 Financial Results on August 9, 2024 (GlobeNewswire)
Jul-08-24 05:45AM	FutureFuel Corp. Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 23, 2024 to Discuss Your Rights - FF (PR Newswire)
Jul-02-24 12:40PM	Investors in FutureFuel Corp. Should Contact Levi & Korsinsky Before August 23, 2024 to Discuss Your Rights FF (GlobeNewswire)
Jun-05-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Masimo, and FutureFuel and Encourages Investors to Contact the Firm (GlobeNewswire)
May-29-24 04:15PM	Tom McKinlay to Retire Effective September 30, 2024; FutureFuel Undertaking National Search for a New Chief Executive Officer (GlobeNewswire)
May-10-24 08:53PM	FF Stock Earnings: FutureFuel Reported Results for Q1 2024 (InvestorPlace) -8.55%
04:17PM	FutureFuel: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	FutureFuel Releases First Quarter 2024 Results (GlobeNewswire)
May-09-24 02:00PM	FutureFuel to Release First Quarter 2024 Financial Results on May 10, 2024 (GlobeNewswire)
Apr-08-24 05:10PM	FutureFuel to Release First Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire)
Mar-19-24 08:46PM	11 Best Ethanol Stocks To Invest In Now (Insider Monkey)
Mar-18-24 04:21PM	FutureFuel Announces Director Resignation and Appointment of New Director (GlobeNewswire) +8.92%
Mar-15-24 04:02PM	FutureFuel Provides Update on $2.50 Per Share Special Cash Dividend (GlobeNewswire)
Mar-14-24 08:56PM	FF Stock Earnings: FutureFuel Reported Results for Q4 2023 (InvestorPlace) +20.91%
01:22PM	FutureFuel: Q4 Earnings Snapshot (Associated Press Finance)
12:01PM	FutureFuel Releases 2023 Results (GlobeNewswire)
Feb-13-24 04:34PM	FutureFuel to Release Year End 2023 Financial Results on March 14, 2024 (GlobeNewswire) -5.73%
Feb-06-24 04:25PM	FutureFuel Corp. Declares Quarterly Cash Dividend Program for 2024 (GlobeNewswire) +5.01%
Nov-09-23 06:10PM	FutureFuel: Q3 Earnings Snapshot (Associated Press Finance) -7.48%
04:05PM	FutureFuel Releases Third Quarter 2023 Results (GlobeNewswire)
Oct-12-23 03:53PM	FutureFuel to Release Third Quarter 2023 Financial Results on November 9, 2023 (GlobeNewswire)
Sep-21-23 01:06PM	10 Best Biofuel Stocks To Buy Now (Insider Monkey)
Sep-01-23 06:51PM	Blackstone and Airbnb Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Aug-11-23 06:05AM	FutureFuel (NYSE:FF) Is Paying Out A Dividend Of $0.06 (Simply Wall St.)
Aug-10-23 01:50PM	Why FutureFuel Stock Ran Out of Gas Today (Motley Fool) -21.86%
Aug-09-23 05:48PM	FutureFuel: Q2 Earnings Snapshot (AP Finance)
04:05PM	FutureFuel Releases Second Quarter 2023 Results (GlobeNewswire)
Jul-18-23 12:23AM	7 Undervalued Stocks Ready for a Bounce Back (InvestorPlace)
Jul-13-23 06:06AM	FutureFuel (NYSE:FF) Is Paying Out A Dividend Of $0.06 (Simply Wall St.)
Jul-11-23 08:10PM	FutureFuel to Release Second Quarter 2023 Financial Results on August 9, 2023 (GlobeNewswire)
09:39AM	Returns Are Gaining Momentum At FutureFuel (NYSE:FF) (Simply Wall St.)
Jun-26-23 07:00AM	First Mining Completes $5 Million Flow-Through Financing (PR Newswire)
Jun-21-23 08:00PM	FF: Lowering target price to $9.00 (Argus Research)
Jun-02-23 06:04AM	FutureFuel (NYSE:FF) Is Due To Pay A Dividend Of $0.06 (Simply Wall St.)
May-28-23 08:15AM	FutureFuel's (NYSE:FF) investors will be pleased with their 18% return over the last five years (Simply Wall St.)
May-09-23 05:47PM	FutureFuel: Q1 Earnings Snapshot (AP Finance) +9.90%
04:05PM	FutureFuel Releases First Quarter 2023 Results (GlobeNewswire)
May-08-23 06:52AM	With 47% stake, FutureFuel Corp. (NYSE:FF) seems to have captured institutional investors' interest (Simply Wall St.)
Apr-26-23 08:00PM	FF: Lowering target price to $8.00 (Argus Research)
Apr-11-23 01:58PM	FutureFuel to Release First Quarter 2023 Financial Results on May 9, 2023 (GlobeNewswire)
Apr-05-23 06:42AM	FutureFuel (NYSE:FF) Is Paying Out A Dividend Of $0.06 (Simply Wall St.)
Mar-27-23 09:13AM	Calculating The Intrinsic Value Of FutureFuel Corp. (NYSE:FF) (Simply Wall St.)
Mar-14-23 05:13PM	FutureFuel: Q4 Earnings Snapshot (AP Finance) -10.46%
04:50PM	FutureFuel Releases 2022 Results (GlobeNewswire)
Mar-13-23 07:35AM	Is The Market Rewarding FutureFuel Corp. (NYSE:FF) With A Negative Sentiment As A Result Of Its Mixed Fundamentals? (Simply Wall St.)
Feb-23-23 05:36AM	Should Income Investors Look At FutureFuel Corp. (NYSE:FF) Before Its Ex-Dividend? (Simply Wall St.)
Feb-15-23 10:06AM	FutureFuel (NYSE:FF) Is Due To Pay A Dividend Of $0.06 (Simply Wall St.)
Feb-14-23 03:09PM	FutureFuel to Release Year End 2022 Financial Results on March 14, 2023 (GlobeNewswire)
Feb-01-23 06:32AM	There's Been No Shortage Of Growth Recently For FutureFuel's (NYSE:FF) Returns On Capital (Simply Wall St.)
Jan-22-23 04:12PM	12 Best Algae and Biofuel Stocks To Buy (Insider Monkey)
Jan-08-23 07:02AM	FutureFuel (NYSE:FF) Will Pay A Dividend Of $0.06 (Simply Wall St.)
Jan-04-23 02:44PM	FutureFuel Corp. Declares Quarterly Cash Dividend Program for 2023 (GlobeNewswire)
Dec-18-22 09:31AM	FutureFuel (NYSE:FF) shareholders have earned a 1.6% CAGR over the last five years (Simply Wall St.)
Nov-29-22 05:20AM	Owning 45% shares,institutional owners seem interested in FutureFuel Corp. (NYSE:FF), (Simply Wall St.)

FutureFuel Corp. engages in the development, manufacture and marketing of biofuels and specialty chemicals. It operates through the Chemicals and Biofuels segments. The Chemicals segment produces chemical products that are sold to third party customers. The Biofuels segment includes the manufacture and market of biodiesel, including biodiesel blends with petrodiesel, petrodiesel with no biodiesel added, RINs, biodiesel production byproducts and the purchase and sale of other petroleum products. The company was founded by Lee E. Mikles and Paul Anthony Novelly on August 12, 2005 and is headquartered in Batesville, AR.

CEO & Chairman of the BoardMr. Roeland H. Polet

CFOMs. Rose M. Sparks CPA

Chief Operating OfficerMr. Kyle Gaither

Chairman EmeritusMr. Paul Anthony Novelly

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Polet Roeland	Chief Executive Officer	Jun 04 '26	Buy	4.28	10,000	42,800	35,000	Jun 05 08:20 AM
Polet Roeland	Chief Executive Officer	Nov 20 '25	Buy	3.20	15,000	48,000	25,000	Nov 24 09:17 AM

Open in Screener

MBC

MasterBrand Inc

Jun 05 • 04:00PM ET

8.46

+0.14 1.68 %

Consumer Cyclical • Furnishings, Fixtures & Appliances • USA • Small • NYSE

Peers: AMWD LEG MHK PATK FBIN MAS AWI JELD AOS SWK

| Held by: IJR IWM VTI SPSM IJS IWN FNDA VXF ITB SLYV

Index	RUT	P/E	-	EPS (ttm)	-0.02	Insider Own	4.85%	Shs Outstand	205.02M	Perf Week	-2.53%
Market Cap	1.73B	Forward P/E	16.59	EPS next Y	0.51	Insider Trans	0.54%	Shs Float	195.07M	Perf Month	9.87%
Enterprise Value	2.88B	PEG	-	EPS next Q	0.10	Inst Own	73.97%	Short Float	12.05%	Perf Quarter	-5.47%
Income	-2.00M	P/S	0.64	EPS this Y	-59.34%	Inst Trans	2.03%	Short Ratio	7.65	Perf Half Y	-26.75%
Sales	2.69B	P/B	0.82	EPS next Y	37.84%	ROA	-0.07%	Short Interest	23.50M	Perf YTD	-23.37%
Book/sh	10.32	P/C	12.53	EPS next 5Y	-	ROE	-0.15%	52W High	14.22 -40.51%	Perf Year	-18.10%
Cash/sh	0.68	P/FCF	138.75	EPS past 3/5Y	-44.42% -28.91%	ROIC	-0.08%	52W Low	6.61 28.08%	Perf 3Y	-21.38%
Dividend Est.	-	EV/EBITDA	16.79	Sales past 3/5Y	-5.84% 2.06%	Gross Margin	27.77%	Volatility	5.49% 5.87%	Perf 5Y	-
Dividend TTM	-	EV/Sales	1.07	EPS Y/Y TTM	-101.88%	Oper. Margin	2.89%	ATR (14)	0.48	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.31	Sales Y/Y TTM	-1.11%	Profit Margin	-0.07%	RSI (14)	53.29	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.08	EPS Q/Q	-218.66%	SMA20	7.63%	Beta	1.49	Target Price	9.15
Payout	0.00%	Debt/Eq	0.97	Sales Q/Q	-6.41%	SMA50	1.54%	Rel Volume	1.13	Prev Close	8.32
Employees	12000	LT Debt/Eq	0.95	Earnings	May 05 AMC	SMA200	-22.08%	Avg Volume	3.07M	Price	8.46
IPO	Dec 09, 2022	Option/Short	Yes / Yes	EPS/Sales Surpr.	271.43% 4.51%	Trades		Volume	3,459,982	Change	1.68%

Date	Action	Analyst	Rating Change	Price Target Change
May-10-23	Upgrade	Loop Capital	Hold → Buy	$9 → $13

May-28-26 09:01AM	MasterBrand and American Woodmark Successfully Complete Merger Transaction (Business Wire)
May-27-26 06:30PM	FedEx Freight Holding Company Set to Join S&P 500; EPAM Systems and Dave to Join S&P SmallCap 600 (PR Newswire) +12.71%
May-05-26 08:18PM	MasterBrand, Inc. Q1 2026 Earnings Call Summary (Moby) -8.66%
05:05PM	MasterBrand: Q1 Earnings Snapshot (Associated Press)
04:05PM	MasterBrand Reports First Quarter 2026 Financial Results (Business Wire)
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Apr-29-26 09:03AM	MasterBrand, Inc. Announces Platinum Sponsorship of the Habitat for Humanity 2026 Carter Work Project (PR Newswire)
Apr-07-26 04:05PM	MasterBrand to Announce First Quarter 2026 Results on May 5 (Business Wire)
Feb-11-26 08:30AM	MasterBrand, Inc. Q4 2025 Earnings Call Summary (Moby) -12.74%
12:07AM	MasterBrand Q4 Earnings Call Highlights (MarketBeat)
12:02AM	MasterBrand Inc (MBC) Q4 2025 Earnings Call Highlights: Navigating Market Challenges with ... (GuruFocus.com)
Feb-10-26 04:59PM	MasterBrand: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports Fourth Quarter and Full Year 2025 Financial Results (Business Wire)
Jan-29-26 08:03AM	MasterBrand and Cambria Collaborate on Feature Kitchen at KBIS 2026 (PR Newswire)
Jan-13-26 04:05PM	MasterBrand to Announce Fourth Quarter and Full Year 2025 Results on February 10 (Business Wire)
Nov-22-25 09:00PM	We Analyzed 5,000 Calls to Find Out What CEOs Really Think About Tariffs (The Wall Street Journal)
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Nov-05-25 12:05AM	MasterBrand Inc (MBC) Q3 2025 Earnings Call Highlights: Navigating Tariffs and Market Challenges (GuruFocus.com) -14.41%
Nov-04-25 05:09PM	MasterBrand: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports Third Quarter 2025 Financial Results (Business Wire)
Oct-30-25 04:30PM	Graco Inc. Appoints Andrea (Andi) H. Simon to the Board of Directors (Business Wire)
04:05PM	Merger Between MasterBrand and American Woodmark Receives Shareholder Approval (Business Wire)
Oct-21-25 08:57AM	MasterBrand, Inc. Gives Back as Exclusive Cabinet Provider for Habitat for Humanity's Carter Work Project (PR Newswire)
Oct-09-25 08:57AM	A New Era of Refined Style: StarMark Cabinetry Debuts Largest Collection Yet (PR Newswire)
Oct-07-25 04:05PM	MasterBrand to Announce Third Quarter 2025 Results on November 4 (Business Wire)
Sep-15-25 08:57AM	The New Era of Kitchen Design: MasterBrand Unveils 2026 Cabinetry Trends and 'Lush Forest' as Finish of the Year (PR Newswire)
Aug-26-25 06:07AM	MasterBrand, Inc. (MBC): A Bull Case Theory (Insider Monkey)
Aug-06-25 06:43AM	MasterBrand: Q2 Earnings Snapshot (Associated Press Finance) +9.27%
06:35AM	MasterBrand Reports Second Quarter 2025 Financial Results (Business Wire)
06:35AM	MasterBrand and American Woodmark to Combine in an All-Stock Transaction to Accelerate Value Delivery Through: (Business Wire)
Jul-09-25 04:05PM	MasterBrand to Announce Second Quarter 2025 Results on August 6 (Business Wire)
Jun-17-25 04:05PM	MasterBrand Releases Third Annual Corporate Sustainability and Responsibility (CSR) Report (Business Wire)
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May-07-25 08:39AM	Q1 2025 Masterbrand Inc Earnings Call (Thomson Reuters StreetEvents) -15.78%
03:21AM	MasterBrand Inc (MBC) Q1 2025 Earnings Call Highlights: Navigating Growth Amidst Tariff Challenges (GuruFocus.com)
May-06-25 04:05PM	MasterBrand Reports First Quarter 2025 Financial Results (Business Wire)
Apr-30-25 05:45AM	MasterBrand: A Category Leader With Strong Growth Prospects At A Compelling Valuation (Seeking Alpha)
Apr-08-25 04:05PM	MasterBrand to Announce First Quarter 2025 Results on May 6 (Business Wire) -5.84% +9.70%
Mar-17-25 04:05PM	MasterBrand Announces Additional $50 Million Share Repurchase Authorization (Business Wire)
Feb-19-25 07:07AM	Q4 2024 Masterbrand Inc Earnings Call (Thomson Reuters StreetEvents) -5.91%
02:05AM	MasterBrand Inc (MBC) Q4 2024 Earnings Call Highlights: Navigating Market Challenges with ... (GuruFocus.com)
Feb-18-25 05:06PM	MasterBrand: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports Fourth Quarter and Full Year 2024 Financial Results (Business Wire)
Feb-07-25 04:09PM	Is MasterBrand (MBC) the Best Furniture Stock to Buy Right Now? (Insider Monkey)
Jan-14-25 04:05PM	MasterBrand to Announce Fourth Quarter and Full Year 2024 Results on February 18 (Business Wire)
Dec-27-24 07:05PM	Jim Cramer's Hidden Gem: Why MasterBrand (MBC) Is the Undervalued Stock You Need to Know (Insider Monkey)
Dec-22-24 05:30AM	The Not-So-Secret Way Around U.S. Tariffs (The Wall Street Journal)
Nov-26-24 04:05PM	MasterBrand to Present at BofA Securities Leveraged Finance Conference 2024 (Business Wire)
Nov-07-24 04:05PM	MasterBrand to Present at Bairds Global Industrial Conference (Business Wire)
Nov-06-24 08:32AM	Q3 2024 Masterbrand Inc Earnings Call (Thomson Reuters StreetEvents)
02:23AM	MasterBrand Inc (MBC) Q3 2024 Earnings Call Highlights: Navigating Growth Amidst Market Challenges (GuruFocus.com)
Nov-05-24 04:39PM	MasterBrand: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports Third Quarter 2024 Financial Results (Business Wire)
Oct-30-24 04:29PM	Is MasterBrand, Inc. (MBC) The Best Furniture Stock To Invest In According To Analysts? (Insider Monkey)
Oct-08-24 04:05PM	MasterBrand to Announce Third Quarter 2024 Results on November 5 (Business Wire)
Aug-13-24 07:06PM	Director Robert Crisci Acquires 20,000 Shares of MasterBrand Inc (MBC) (GuruFocus.com)
Aug-06-24 05:12PM	MasterBrand Reschedules Second Quarter 2024 Earnings Conference Call to 5:30pm ET on August 6, 2024 (Business Wire) -6.91%
05:07PM	MasterBrand: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports Second Quarter 2024 Financial Results (Business Wire)
Aug-01-24 04:05PM	MasterBrand Releases Annual Corporate Sustainability and Responsibility (CSR) Report (Business Wire) -5.26%
Jul-15-24 07:00AM	GHK Capital Partners LP Completes the Sale of Supreme Cabinetry Brands (ACCESSWIRE)
Jul-11-24 07:30AM	MasterBrand Completes Acquisition of Supreme Cabinetry Brands (Business Wire)
Jul-09-24 04:05PM	MasterBrand to Announce Second Quarter 2024 Results on August 6 (Business Wire)
Jun-26-24 10:40PM	MasterBrand, Inc. (MBC): Did This Land and Timber Stock Deliver a Strong Operational Performance in Q1? (Insider Monkey)
03:29PM	10 Best Land and Timber Stocks to Buy According to Hedge Funds (Insider Monkey)
08:00AM	MasterBrand Launches Dealer Designer Council, Gains Customer Insights and Provides Community for Dealer Designers (Business Wire)
Jun-20-24 01:58PM	MasterBrand, Inc. Announces Pricing of Previously Announced Offering of $700 million of Senior Notes due 2032 (Business Wire)
Jun-17-24 07:38AM	MasterBrand, Inc. Announces Intention to Offer $700 Million Senior Notes Due 2032 (Business Wire)
Jun-10-24 04:05PM	MasterBrand Adds Catherine Courage to Board of Directors (Business Wire)
May-21-24 08:11AM	MasterBrand Agrees to Acquire Supreme Cabinetry Brands For $520 Million in Cash (MT Newswires)
07:00AM	MasterBrand to Acquire Supreme Cabinetry Brands, a Manufacturer of Premier Cabinet Brands (Business Wire)
May-12-24 09:13AM	MasterBrand, Inc. (NYSE:MBC) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-08-24 06:14AM	Q1 2024 MasterBrand Inc Earnings Call (Thomson Reuters StreetEvents) -6.18%
03:58AM	MasterBrand Inc (MBC) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges with ... (GuruFocus.com)
May-07-24 05:57PM	MasterBrand Inc (MBC) Q1 2024 Earnings: Surpasses EPS Estimates Amid Sales Decline (GuruFocus.com)
05:06PM	MasterBrand: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports First Quarter 2024 Financial Results (Business Wire)
Apr-28-24 06:40PM	13 Best Land and Timber Stocks to Invest in (Insider Monkey)
Apr-26-24 06:39AM	What Is the Best $20 Stock to Buy in April? 3 Top Picks. (InvestorPlace)
Apr-10-24 04:05PM	MasterBrand to Announce First Quarter 2024 Results on May 7 (Business Wire)
Mar-27-24 04:05PM	MasterBrand Adds Patrick Shannon to Board of Directors (Business Wire)
Mar-25-24 08:27PM	MasterBrand CEO Dave Banyard sits down one-on-one with Jim Cramer (CNBC TV)
Feb-28-24 10:46AM	MasterBrand, Inc. (NYSE:MBC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-27-24 06:14AM	Q4 2023 MasterBrand Inc Earnings Call (Thomson Reuters StreetEvents) +7.25%
Feb-26-24 05:30PM	MasterBrand: Q4 Earnings Snapshot (Associated Press Finance)
04:33PM	MasterBrand Inc (MBC) Reports Mixed Fiscal Year 2023 Results Amid Market Headwinds (GuruFocus.com)
04:05PM	MasterBrand Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Jan-21-24 08:33AM	16 Most Profitable New Stocks Today (Insider Monkey)
Jan-17-24 04:05PM	MasterBrand to Announce Fourth Quarter and Full Year 2023 Results on February 26 (Business Wire)
Dec-26-23 07:03PM	13 Best IPO Stocks to Buy Heading into 2024 (Insider Monkey)
Dec-20-23 12:30AM	Blueprint to Profit: 3 Top Construction Stocks to Invest In Now (InvestorPlace)
Dec-07-23 04:15PM	MasterBrand, Inc. to Locate Corporate Headquarters Near Cleveland (Business Wire)
Dec-05-23 01:02PM	16 Most Undervalued Small-Cap Stocks To Buy According To Hedge Funds (Insider Monkey)
Nov-29-23 02:30AM	11 Best Young Stocks to Buy and Hold For 20 Years (Insider Monkey)
Nov-22-23 10:30AM	Small-Cap Stocks Can Shine in a Recession (Barrons.com)
Nov-14-23 12:43PM	11 Cheap New Stocks To Buy (Insider Monkey) +5.64%
Nov-12-23 09:51AM	MasterBrand, Inc. (NYSE:MBC) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-08-23 06:32AM	Q3 2023 MasterBrand Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-23 05:30PM	MasterBrand: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	MasterBrand Reports Third Quarter 2023 Financial Results (Business Wire)
Oct-26-23 04:05PM	MasterBrand to Present at Bairds Global Industrial Conference (Business Wire)
Oct-10-23 04:05PM	MasterBrand to Announce Third Quarter 2023 Results on November 7 (Business Wire)
Sep-19-23 04:05PM	MasterBrand Announces Participation in Habitat for Humanitys 37th Carter Work Project (Business Wire)

MasterBrand, Inc. engages in the business of manufacturing residential cabinets. Its product portfolio includes residential cabinetry products for the kitchen, bathroom, and other parts of the home. The company was founded in June 1954 and is headquartered in Beachwood, OH.

CEOMr. R. David Banyard Jr.

Executive VP & CFOMs. Andrea H. Simon

Executive VP & COOMr. Kurt W. Wanninger

Executive VP and Chief Digital & Technology OfficerMs. Navi Grewal

Executive VPMs. Andrean Renee Horton Esq.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Simon Andrea Helen	EVP & CFO	Jun 04 '26	Buy	8.56	5,000	42,800	497,341	Jun 05 04:36 PM
Young Mark A.	VP, Chief Accounting Officer	Jun 01 '26	Sale	8.60	11,765	101,179	61,351	Jun 03 04:40 PM
Banyard R David	CEO & President	Jun 01 '26	Buy	8.43	60,000	505,800	1,831,788	Jun 02 07:10 PM
MARK A YOUNG	Officer	Jun 01 '26	Proposed Sale	8.60	11,765	101,179		Jun 01 06:29 PM

ALDX

NHI

SOPH

BBDC

CAVA

SMRT

BZUN

FF

MBC

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