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AXSM

Axsome Therapeutics Inc

Jun 30 • 04:00PM ET

104.39

Dollar change +1.03
Percentage change 1.00	%

Healthcare • Biotechnology • USA • NASD

Peers: BIIB ACAD VRTX ALKS NBIX BHVN SAGE PRTA AVDL RARE

| Held by: VTI IWM VB VXF VBK IWO IBB SCHA VTWO IHE

Index	RUT	P/E	-	EPS (ttm)	-5.77	Insider Own	17.84%	Shs Outstand	49.22M	Perf Week	2.70%
Market Cap	5.14B	Forward P/E	64.69	EPS next Y	1.61	Insider Trans	-1.43%	Shs Float	40.45M	Perf Month	-0.24%
Enterprise Value	5.05B	PEG	-	EPS next Q	-1.05	Inst Own	75.65%	Short Float	9.93%	Perf Quarter	-11.93%
Income	-278.27M	P/S	11.89	EPS this Y	42.18%	Inst Trans	0.18%	Short Ratio	5.48	Perf Half Y	19.97%
Sales	432.16M	P/B	96.57	EPS next Y	146.59%	ROA	-48.72%	Short Interest	4.02M	Perf YTD	23.38%
Book/sh	1.08	P/C	17.08	EPS next 5Y	-	ROE	-282.16%	52W High	139.13 -24.97%	Perf Year	35.36%
Cash/sh	6.11	P/FCF	-	EPS past 3/5Y	-20.03% -24.44%	ROIC	-106.14%	52W Low	72.21 44.56%	Perf 3Y	321.78%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	89.61%	Volatility	3.09% 3.19%	Perf 5Y	32.22%
Dividend TTM	-	EV/Sales	11.69	EPS Y/Y TTM	9.65%	Oper. Margin	-55.36%	ATR (14)	3.36	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.96	Sales Y/Y TTM	72.16%	Profit Margin	-64.39%	RSI (14)	47.94	Recom	1.05
Dividend Gr. 3/5Y	- -	Current Ratio	2.03	EPS Q/Q	15.71%	SMA20	-1.22%	Beta	0.46	Target Price	176.94
Payout	-	Debt/Eq	3.97	Sales Q/Q	61.95%	SMA50	-2.14%	Rel Volume	0.83	Prev Close	103.36
Employees	683	LT Debt/Eq	3.93	Earnings	May 05 BMO	SMA200	1.50%	Avg Volume	733.46K	Price	104.39
IPO	Nov 19, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	9.71% 1.94%	Trades		Volume	609,866	Change	1.00%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-03-25	Initiated	Oppenheimer	Outperform	$185
Apr-07-25	Initiated	Jefferies	Buy	$200
Feb-11-25	Initiated	Deutsche Bank	Buy	$176
Dec-31-24	Reiterated	Mizuho	Outperform	$124 → $122
Sep-03-24	Initiated	Wells Fargo	Overweight	$140
Aug-06-24	Upgrade	BofA Securities	Neutral → Buy	$95 → $106
Jul-22-24	Initiated	Needham	Buy	$130
Apr-29-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$90 → $115
Mar-19-24	Initiated	Robert W. Baird	Outperform	$108
Feb-06-24	Initiated	UBS	Buy	$111
Jan-25-24	Initiated	RBC Capital Mkts	Outperform	$126
Dec-13-23	Initiated	Citigroup	Buy	$125
Aug-08-23	Upgrade	BofA Securities	Underperform → Neutral	$59 → $81
Jan-05-23	Initiated	Piper Sandler	Neutral	$75
Nov-01-22	Initiated	Loop Capital	Buy	$95
Sep-07-22	Resumed	Mizuho	Buy	$49 → $76
Aug-10-21	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$105 → $34
Jun-10-21	Initiated	Berenberg	Buy	$112
Jan-08-21	Initiated	Jefferies	Buy	$129
Dec-16-20	Initiated	Mizuho	Buy	$120

Show Previous Ratings

Jun-20-25 07:00AM	Axsome Therapeutics Champions Brain Health During Alzheimer's & Brain Awareness Month (GlobeNewswire)
Jun-18-25 07:00AM	Axsome Therapeutics to Present Data Spanning the SYMBRAVO (meloxicam and rizatriptan) Clinical Program at the 67th Annual Scientific Meeting of the American Headache Society (AHS) (GlobeNewswire)
Jun-16-25 07:00AM	Axsome Therapeutics Proudly Supports Migraine and Headache Awareness Month Alongside the Association of Migraine Disorders (GlobeNewswire)
Jun-11-25 07:57PM	Axsome's AXS-14 Gets Regulatory Setback with RTF, says Morgan Stanley (Insider Monkey)
07:00AM	Axsome Therapeutics Showcases Innovation in Sleep Medicine with Multiple Presentations for AXS-12 and Solriamfetol at SLEEP 2025 (GlobeNewswire)
07:00AM	Loading…
Jun-10-25 07:00AM	Axsome Therapeutics Announces Availability of SYMBRAVO (meloxicam and rizatriptan) for the Acute Treatment of Migraine with or without Aura in Adults (GlobeNewswire)
Jun-09-25 07:00AM	Axsome Therapeutics Provides Update on the New Drug Application (NDA) for AXS-14 for the Management of Fibromyalgia (GlobeNewswire)
Jun-05-25 03:19AM	2 Soaring Stocks Wth More Upside Potential (Motley Fool)
Jun-04-25 11:30AM	Why Is Axsome (AXSM) Down 1.8% Since Last Earnings Report? (Zacks)
May-29-25 07:00AM	Axsome Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-28-25 07:00AM	Axsome Therapeutics Presents Data from Three of Its Innovative Neuroscience Programs at the American Society of Clinical Psychopharmacology (ASCP) 2025 Annual Meeting (GlobeNewswire)
May-27-25 07:00AM	Axsome Therapeutics Settles SUNOSI (solriamfetol) Patent Litigation with Hetero Labs Ltd. (GlobeNewswire)
May-24-25 06:40AM	3 High-Flying Stocks That Could Soar Even More (Motley Fool)
May-14-25 07:30PM	Is Axsome Therapeutics Stock Worth the Risk? A Comprehensive Analysis (Motley Fool)
May-13-25 07:00AM	Axsome Therapeutics Enters $570 Million Term Loan and Revolving Credit Facility with Blackstone (GlobeNewswire)
07:08AM	Loading…
May-12-25 07:08AM	Prediction: These 2 Stocks Will Outperform the Market in the Next Five Years (Motley Fool)
May-11-25 11:15AM	3 Monster Stocks in the Making (Motley Fool)
May-06-25 09:39AM	AXSM Q1 Loss Narrower Than Expected, Auvelity Drives Revenues Y/Y (Zacks)
03:02AM	Axsome Therapeutics Inc (AXSM) Q1 2025 Earnings Call Highlights: Robust Revenue Growth and ... (GuruFocus.com)
12:24AM	Q1 2025 Axsome Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents)
May-05-25 11:44AM	Axsome Therapeutics, Inc. (AXSM) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	Axsome (AXSM) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	Axsome Therapeutics (AXSM) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Axsome Therapeutics Reports First Quarter 2025 Financial Results and Provides Business Update (GlobeNewswire)
May-01-25 07:00AM	Axsome Therapeutics and Mental Health America (MHA) Join Voices to Highlight Mental Health Month (GlobeNewswire)
Apr-30-25 10:01AM	TG Therapeutics (TGTX) to Report Q1 Results: Wall Street Expects Earnings Growth (Zacks)
Apr-28-25 10:00AM	Earnings Preview: Axsome Therapeutics (AXSM) Q1 Earnings Expected to Decline (Zacks)
Apr-22-25 07:00AM	Axsome Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Apr-10-25 09:52AM	Axsome (AXSM) Moves 4.2% Higher: Will This Strength Last? (Zacks) -5.92%
06:18AM	Seeking Recession-Proof Stocks? RBC Suggests 2 Healthcare Stocks to Buy (TipRanks)
07:00AM	Loading…
Apr-08-25 07:00AM	Axsome Therapeutics to Report First Quarter 2025 Financial Results on May 5 (GlobeNewswire)
Apr-04-25 07:00AM	Axsome Therapeutics Presents Positive Pivotal Phase 3 Results of the ACCORD-2 Trial of AXS-05 in Alzheimer's Disease Agitation and the SYMPHONY Trial of AXS-12 in Narcolepsy at the 2025 American Academy of Neurology (AAN) Annual Meeting (GlobeNewswire) -8.37%
Apr-02-25 03:00PM	Biotech Stock Roundup: CORT Up on Study Data, Updates From AXSM, BMY, EXEL & More (Zacks)
11:29AM	AXSM Stock Down on Top-Line Data From Depression Study on Solriamfetol (Zacks)
09:33AM	Alkermes Begins Idiopathic Hypersomnia Study on ALKS 2680 (Zacks)
Apr-01-25 04:04PM	Axsome Therapeutics Dives Again On Its Second Big Drug Failure In A Week (Investor's Business Daily)
01:23PM	Why Shares of Axsome Therapeutics Slumped Today (Motley Fool)
07:00AM	Axsome Therapeutics Announces Topline Results of PARADIGM Phase 3 Proof-of-Concept Trial of Solriamfetol in Major Depressive Disorder (MDD) with and without Excessive Daytime Sleepiness (EDS) (GlobeNewswire)
Mar-26-25 11:51AM	AXSM Stock Down Despite ADHD Study Meeting Primary Endpoint (Zacks)
Mar-25-25 06:47PM	Why Pharma and Biotech Stocks Got Thrashed on Tuesday (Motley Fool) -6.82%
12:53PM	IBD 50's Axsome Therapeutics Dives On Mixed ADHD Results. Why Analysts Aren't Worried. (Investor's Business Daily)
07:00AM	Axsome Therapeutics Announces FOCUS Phase 3 Trial of Solriamfetol in Adults with Attention Deficit Hyperactivity Disorder (ADHD) Achieves Primary Endpoint (GlobeNewswire)
Mar-21-25 11:36AM	Axsome: The Alzheimer's Agitation Program For AXS-05 (SeekingAlpha)
Mar-20-25 12:00PM	Lazard US Equity Concentrated Portfolio Q4 2024 Commentary (SeekingAlpha)
11:30AM	Axsome (AXSM) Down 0.8% Since Last Earnings Report: Can It Rebound? (Zacks)
Mar-19-25 12:14PM	HRMY Down 10.8% in Six Months: How Should You Play the Stock? (Zacks)
Mar-14-25 10:32AM	Is Axsome Therapeutics, Inc. (AXSM) the Best Performing Growth Stock in 2025? (Insider Monkey)
Mar-05-25 07:00AM	Axsome Therapeutics Settles Sunosi (solriamfetol) Patent Litigation with Hikma Pharmaceuticals USA (GlobeNewswire)
Mar-03-25 07:00AM	Axsome Therapeutics Announces FDA Pre-NDA Meeting Minutes for AXS-05 in Alzheimer's Disease Agitation Supporting NDA Submission (GlobeNewswire)
Mar-01-25 05:04PM	Why Axsome Therapeutics, Inc. (AXSM) is Skyrocketing So Far in 2025 (Insider Monkey)
Feb-26-25 07:00AM	Axsome Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Feb-24-25 01:34PM	Axsome Says Symbravo Hits Primary Goal In Late-Stage Migraine Trial In Patients Experiencing Inadequate Response To Commonly Used Drugs (Benzinga) -5.10%
07:00AM	Axsome Therapeutics Announces SYMBRAVO (meloxicam and rizatriptan) Achieves Primary Endpoint in the EMERGE Phase 3 Trial in Migraine Patients Experiencing Inadequate Response to Oral CGRP Inhibitors (GlobeNewswire)
Feb-23-25 03:09PM	Why Axsome Therapeutics, Inc. (AXSM) is the Best Performing Pharma Stock So Far in 2025 (Insider Monkey)
Feb-21-25 04:58PM	These Biotech Stocks Aren't Profitable But Still Make Elite IBD 50 (Investor's Business Daily) +6.70% -5.10%
Feb-19-25 02:48PM	Axsome Therapeutics, Inc. (AXSM): the Best Performing Healthcare Stock So Far in 2025 (Insider Monkey)
02:03AM	Axsome Therapeutics Inc (AXSM) Q4 2024 Earnings Call Highlights: Robust Revenue Growth Amid ... (GuruFocus.com)
01:06AM	Q4 2024 Axsome Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-18-25 11:15AM	Axsome Therapeutics (AXSM) Q4 2024 Earnings Call Transcript (Motley Fool)
07:00AM	Axsome Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Business Update (GlobeNewswire)
Feb-16-25 09:45AM	This Stock Is Already Up by 55% in 2025: Is It Too Late to Buy? (Motley Fool)
Feb-11-25 02:42PM	Why Axsome Therapeutics (AXSM) Is Advancing Today (Insider Monkey)
11:39AM	Why Axsome Therapeutics Stock Is Soaring Today (Motley Fool)
03:33AM	Axsome (AXSM) Surges 20.2%: Is This an Indication of Further Gains? (Zacks)
Feb-10-25 02:45PM	Why Axsome Therapeutics Stock Is Skyrocketing Today (Motley Fool) +20.16%
12:33PM	Axsome Therapeutics Resolves Generic Patent Litigation With Teva Over Depression Drug, Analyst Maintains Axsome As 'Top Pick For 2025' (Benzinga)
07:00AM	Axsome Therapeutics Announces Settlement Agreement Resolving AUVELITY (dextromethorphan HBr bupropion HCl) Patent Litigation (GlobeNewswire)
Jan-31-25 07:00AM	Axsome Therapeutics Hosts SYMBRAVO FDA Approval Virtual Investor Event with Expert Thought Leader (GlobeNewswire)
Jan-30-25 03:45PM	Axsome Therapeutics Announces FDA Approval of SYMBRAVO (meloxicam and rizatriptan) for the Acute Treatment of Migraine with or without Aura in Adults (GlobeNewswire)
Jan-22-25 07:00AM	Axsome Therapeutics to Report Fourth Quarter and Full Year 2024 Financial Results on February 18 (GlobeNewswire) +6.33%
Jan-13-25 04:15PM	BridgeBio, ARS Pharma, Harmony Bio Shine At JPM. But SpringWorks, Beam Take Their Lumps. (Investor's Business Daily) +11.52% -5.23%
07:00AM	Axsome Therapeutics Provides Preliminary Fourth Quarter and Full Year 2024 Net Revenue (GlobeNewswire)
Dec-31-24 08:15AM	Axsome Reveals Data From Alzheimer's Studies, Analyst Sees Hope Despite Mixed Trial Results (Benzinga)
Dec-30-24 05:07PM	Axsome Flashes A Bearish Signal On Mixed Results In Alzheimer's Agitation (Investor's Business Daily)
07:00AM	Axsome Therapeutics Announces Successful Completion and Results of Phase 3 Clinical Program of AXS-05 in Alzheimer's Disease Agitation (GlobeNewswire)
Dec-12-24 11:30AM	Why Is Axsome (AXSM) Down 0.1% Since Last Earnings Report? (Zacks)
Nov-27-24 01:23PM	Axsome Therapeutics' AXS-12 Data For Sleeping Disorder Boosts Confidence In Approval And Market Potential, Analyst Says (Benzinga)
Nov-26-24 07:00AM	Axsome Therapeutics Announces AXS-12 Achieves Primary Endpoint in ENCORE Long-Term Phase 3 Trial in Narcolepsy (GlobeNewswire)
Nov-13-24 03:27AM	Q3 2024 Axsome Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-12-24 03:15PM	Axsome Therapeutics (AXSM) Q3 2024 Earnings Call Transcript (Motley Fool) +9.35%
12:42PM	Axsome Hits 52-Week High After Surging Nearly 5%--FDA Milestones Could Fuel Even Bigger Gains (GuruFocus.com)
07:00AM	Axsome Therapeutics Reports Third Quarter 2024 Financial Results and Provides Business Update (GlobeNewswire)
Nov-08-24 07:00AM	Axsome Therapeutics Presents Data from Its Leading Neuroscience Pipeline at NEI Congress 2024 (GlobeNewswire)
Nov-05-24 10:00AM	Analysts Estimate Axsome Therapeutics (AXSM) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-29-24 07:00AM	Axsome Therapeutics Presents Data from Multiple Programs Spanning Its Innovative Neuroscience Portfolio at Psych Congress 2024 (GlobeNewswire)
Oct-19-24 07:30AM	3 Bargain Stocks to Buy in a Market That's Priced for Perfection (Motley Fool)
Oct-15-24 07:00AM	Axsome Therapeutics to Report Third Quarter 2024 Financial Results on November 12 (GlobeNewswire)
Sep-29-24 07:32AM	1 Under-the-Radar Biotech Stock to Buy and Hold (Motley Fool)
Sep-24-24 07:00AM	Axsome Therapeutics Presents Data from Multiple Programs at Sleep Europe 2024 (GlobeNewswire)
Sep-04-24 07:00AM	Axsome Therapeutics Announces FDA Acceptance of NDA Resubmission for AXS-07 for the Acute Treatment of Migraine (GlobeNewswire) +6.59%
Aug-27-24 07:00AM	Axsome Therapeutics to Participate in Investor Conferences in September (GlobeNewswire)
Aug-21-24 07:00AM	Axsome Therapeutics Reaches Agreement to Dismiss Sunosi (Solriamfetol) Patent Litigation with Sandoz Inc. (GlobeNewswire)
Aug-16-24 05:43AM	Jim Cramer Thinks Axsome Therapeutics Inc (NASDAQ:AXSM) Stock Can Double (Insider Monkey)
Aug-05-24 01:45PM	Axsome Therapeutics (AXSM) Q2 2024 Earnings Call Transcript (Motley Fool)
12:15PM	Why Axsome Therapeutics Stock Is Sinking Today (Motley Fool)
11:30AM	Axsome (AXSM) Q2 Loss Widens Y/Y, Revenues Beat Estimates (Zacks)
07:00AM	Axsome Therapeutics Reports Second Quarter 2024 Financial Results and Provides Business Update (GlobeNewswire)
Jul-25-24 08:30AM	Global Fibromyalgia Treatment Market Projected To Reach $3.86 Billion By 2031 as Positive Growth Trends Expected (GlobeNewswire)
Jul-23-24 02:57PM	7 Biotech Stocks to Keep on Your Clinical Radar (InvestorPlace)
Jul-22-24 03:06PM	Axsome Therapeutics' CNS Portfolio Poised for Major Growth - Analyst Predicts Strong Future (Benzinga)

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Murdock Hunter R.	General Counsel	Jun 20 '25	Option Exercise	29.91	7,500	224,325	7,500	Jun 23 07:42 PM
Murdock Hunter R.	General Counsel	Jun 23 '25	Option Exercise	29.91	6,014	179,879	6,014	Jun 23 07:42 PM
Murdock Hunter R.	General Counsel	Jun 20 '25	Sale	102.47	7,500	768,525	0	Jun 23 07:42 PM
Murdock Hunter R.	General Counsel	Jun 23 '25	Sale	100.12	6,014	602,122	0	Jun 23 07:42 PM
Murdock Hunter R.	Officer	Jun 23 '25	Proposed Sale	100.12	6,014	602,101		Jun 23 04:01 PM
Murdock Hunter R.	Officer	Jun 20 '25	Proposed Sale	102.47	7,500	768,503		Jun 20 04:08 PM
Murdock Hunter R.	General Counsel	Jun 16 '25	Option Exercise	29.91	7,500	224,325	7,500	Jun 18 09:16 PM
Murdock Hunter R.	General Counsel	Jun 18 '25	Option Exercise	29.91	7,500	224,325	7,500	Jun 18 09:16 PM
Murdock Hunter R.	General Counsel	Jun 17 '25	Option Exercise	29.91	7,500	224,325	7,500	Jun 18 09:16 PM
Murdock Hunter R.	General Counsel	Jun 16 '25	Sale	102.42	7,500	768,150	0	Jun 18 09:16 PM
Murdock Hunter R.	General Counsel	Jun 18 '25	Sale	100.90	7,500	756,750	0	Jun 18 09:16 PM
Murdock Hunter R.	General Counsel	Jun 17 '25	Sale	100.26	7,500	751,950	0	Jun 18 09:16 PM
Murdock Hunter R.	Officer	Jun 18 '25	Proposed Sale	100.90	7,500	756,729		Jun 18 04:42 PM
Murdock Hunter R.	Officer	Jun 17 '25	Proposed Sale	100.26	7,500	751,975		Jun 17 04:01 PM
Murdock Hunter R.	Officer	Jun 16 '25	Proposed Sale	102.42	7,500	768,154		Jun 16 04:17 PM
Jacobson Mark L.	Chief Operating Officer	Jun 09 '25	Option Exercise	8.02	25,000	200,500	30,783	Jun 10 07:00 PM
Jacobson Mark L.	Chief Operating Officer	Jun 09 '25	Sale	110.44	25,000	2,761,000	5,783	Jun 10 07:00 PM
Jacobson Mark L.	Officer	Jun 09 '25	Proposed Sale	110.44	25,000	2,760,894		Jun 09 04:07 PM
Coleman Mark	Director	May 27 '25	Sale	105.47	3,750	395,512	50,387	May 29 07:00 PM
Coleman Mark	Director	May 28 '25	Sale	103.43	3,750	387,862	46,637	May 29 07:00 PM
Jacobson Mark L.	Chief Operating Officer	May 27 '25	Option Exercise	6.47	20,673	133,754	26,456	May 28 09:52 PM
Jacobson Mark L.	Chief Operating Officer	May 28 '25	Option Exercise	6.47	20,000	129,400	25,783	May 28 09:52 PM
Jacobson Mark L.	Chief Operating Officer	May 27 '25	Sale	104.66	20,673	2,163,636	5,783	May 28 09:52 PM
Jacobson Mark L.	Chief Operating Officer	May 28 '25	Sale	103.45	20,000	2,069,000	5,783	May 28 09:52 PM
Coleman Mark	Director	May 28 '25	Proposed Sale	103.43	3,750	387,858		May 28 05:04 PM
Jacobson Mark L.	Officer	May 28 '25	Proposed Sale	103.45	20,000	2,068,932		May 28 05:03 PM
Jacobson Mark L.	Officer	May 27 '25	Proposed Sale	0.00	20,673	1		May 27 04:46 PM
Coleman Mark	Director	May 27 '25	Proposed Sale	105.47	3,750	395,501		May 27 04:45 PM
Coleman Mark	Director	May 20 '25	Sale	107.49	3,000	322,473	54,137	May 20 09:46 PM
Coleman Mark	Director	May 20 '25	Proposed Sale	107.49	3,000	322,473		May 20 05:54 PM
Pizzie Nick	Chief Financial Officer	Feb 13 '25	Option Exercise	3.50	12,000	42,000	54,187	Feb 14 09:20 PM
Pizzie Nick	Chief Financial Officer	Feb 14 '25	Option Exercise	3.50	3,000	10,500	45,187	Feb 14 09:20 PM
Pizzie Nick	Chief Financial Officer	Feb 13 '25	Sale	129.86	12,000	1,558,320	42,187	Feb 14 09:20 PM
Pizzie Nick	Chief Financial Officer	Feb 14 '25	Sale	131.07	3,000	393,210	42,187	Feb 14 09:20 PM
Pizzie Nick	Officer	Feb 14 '25	Proposed Sale	131.07	3,000	393,202		Feb 14 04:09 PM
Pizzie Nick	Officer	Feb 13 '25	Proposed Sale	129.86	12,000	1,558,312		Feb 13 04:02 PM
Coleman Mark	Director	Jan 03 '25	Option Exercise	9.00	9,127	82,143	57,137	Jan 06 04:06 PM
Coleman Mark	Director	Nov 19 '24	Option Exercise	5.94	33,410	198,455	48,010	Nov 20 04:30 PM
Saad Mark E	Director	Sep 11 '24	Option Exercise	3.67	11,016	40,429	21,018	Sep 11 07:00 PM
Saad Mark E	Director	Sep 11 '24	Sale	91.31	11,016	1,005,871	10,002	Sep 11 07:00 PM
Saad Mark E	Director	Sep 11 '24	Proposed Sale	91.31	11,016	1,005,843		Sep 11 04:32 PM
Jacobson Mark L.	Chief Operating Officer	Aug 09 '24	Option Exercise	4.04	47,739	192,866	53,522	Aug 09 07:27 PM
Jacobson Mark L.	Chief Operating Officer	Aug 09 '24	Sale	84.26	47,739	4,022,488	5,783	Aug 09 07:27 PM
Jacobson Mark L.	Officer	Aug 09 '24	Proposed Sale	84.26	47,739	4,022,490		Aug 09 05:07 PM

Dollar change +0.32
Percentage change 0.90	%

SPFI South Plains Financial Inc daily Stock Chart

Peers: ABCB EFSC SYBT HTLF BANF CASH FIBK SFNC FMBH EBTC

| Held by: VTI IWM AVUV VXF IWN BSVO DWAS DFAT VTWO ITOT

Index	RUT	P/E	12.03	EPS (ttm)	3.00	Insider Own	24.55%	Shs Outstand	16.24M	Perf Week	0.36%
Market Cap	584.84M	Forward P/E	10.83	EPS next Y	3.33	Insider Trans	-1.48%	Shs Float	12.24M	Perf Month	-0.06%
Enterprise Value	-	PEG	-	EPS next Q	0.77	Inst Own	39.38%	Short Float	0.83%	Perf Quarter	8.95%
Income	51.14M	P/S	2.02	EPS this Y	6.68%	Inst Trans	-0.11%	Short Ratio	2.70	Perf Half Y	0.90%
Sales	289.38M	P/B	1.32	EPS next Y	6.82%	ROA	1.19%	Short Interest	0.10M	Perf YTD	3.71%
Book/sh	27.33	P/C	-	EPS next 5Y	-	ROE	12.00%	52W High	40.90 -11.89%	Perf Year	37.93%
Cash/sh	-	P/FCF	11.48	EPS past 3/5Y	-2.71% 11.23%	ROIC	9.23%	52W Low	26.34 36.83%	Perf 3Y	52.13%
Dividend Est.	0.60 (1.66%)	EV/EBITDA	-	Sales past 3/5Y	7.35% 6.39%	Gross Margin	-	Volatility	1.93% 2.32%	Perf 5Y	166.57%
Dividend TTM	0.59 (1.64%)	EV/Sales	-	EPS Y/Y TTM	-18.66%	Oper. Margin	21.89%	ATR (14)	0.87	Perf 10Y	-
Dividend Ex-Date	Apr 28, 2025	Quick Ratio	-	Sales Y/Y TTM	8.76%	Profit Margin	17.67%	RSI (14)	55.16	Recom	1.25
Dividend Gr. 3/5Y	23.13% 56.32%	Current Ratio	0.24	EPS Q/Q	12.21%	SMA20	0.78%	Beta	0.69	Target Price	42.50
Payout	19.18%	Debt/Eq	0.25	Sales Q/Q	0.59%	SMA50	2.80%	Rel Volume	3.93	Prev Close	35.72
Employees	600	LT Debt/Eq	0.25	Earnings	Apr 24 AMC	SMA200	3.16%	Avg Volume	37.78K	Price	36.04
IPO	May 09, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.87% 0.46%	Trades		Volume	148,483	Change	0.90%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-27-25	Reiterated	Hovde Group	Outperform	$46 → $47
Oct-25-24	Reiterated	Hovde Group	Outperform	$36 → $41
Jul-19-24	Reiterated	Hovde Group	Outperform	$32 → $36
Apr-26-24	Reiterated	Hovde Group	Outperform	$34 → $32
Jul-14-23	Initiated	Hovde Group	Outperform	$28
Mar-17-23	Initiated	Raymond James	Outperform	$26

Jun-17-25 06:14AM	New Strong Buy Stocks for June 17th (Zacks)
05:12AM	Best Value Stocks to Buy for June 17th (Zacks)
Jun-02-25 12:00PM	South Plains Financial (SPFI) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
May-29-25 06:41AM	Best Value Stock to Buy for May 29th (Zacks)
06:04AM	New Strong Buy Stocks for May 29th (Zacks)
01:26AM	Loading…
May-03-25 01:26AM	Dividend Champion, Contender, And Challenger Highlights: Week Of May 4 (Seeking Alpha)
May-02-25 12:20PM	Surging Earnings Estimates Signal Upside for South Plains Financial (SPFI) Stock (Zacks)
Apr-28-25 12:00PM	All You Need to Know About South Plains Financial (SPFI) Rating Upgrade to Strong Buy (Zacks)
09:55AM	Wall Street Analysts Predict a 26.78% Upside in South Plains Financial (SPFI): Here's What You Should Know (Zacks)
05:07AM	New Strong Buy Stocks for April 28th (Zacks)
Apr-26-25 11:00AM	Microsoft, Apple Set To Report Earnings As Markets Watch Out For Core PCE Price Index (Seeking Alpha)
Apr-25-25 10:25AM	Q1 2025 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-24-25 08:48PM	South Plains Financial, Inc. (SPFI) Q1 2025 Earnings Call Transcript (Seeking Alpha)
07:30PM	Here's What Key Metrics Tell Us About South Plains Financial (SPFI) Q1 Earnings (Zacks)
05:25PM	South Plains Financial (SPFI) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:22PM	Loading…
04:22PM	South Plains Financial: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	South Plains Financial, Inc. Reports First Quarter 2025 Financial Results (GlobeNewswire)
Apr-23-25 10:10AM	First Community (FCCO) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-22-25 10:30AM	South Plains Financial: Rapidly Increasing Its Tangible Book Value (Seeking Alpha)
Apr-19-25 01:25AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 20 (Seeking Alpha)
Apr-17-25 04:15PM	South Plains Financial, Inc. Declares Quarterly Cash Dividend (GlobeNewswire)
Apr-14-25 04:15PM	South Plains Financial, Inc. Announces First Quarter 2025 Earnings Call (GlobeNewswire)
Mar-17-25 04:10PM	South Plains Financial, Inc. Publishes 2024 Community Impact Report (GlobeNewswire)
Feb-25-25 04:10PM	South Plains Financial, Inc. Announces Stock Repurchase Program (GlobeNewswire)
Feb-06-25 08:46AM	Are Options Traders Betting on a Big Move in South Plains Financial (SPFI) Stock? (Zacks)
Jan-31-25 12:20PM	Earnings Estimates Moving Higher for South Plains Financial (SPFI): Time to Buy? (Zacks)
Jan-25-25 02:03AM	South Plains Financial Inc (SPFI) Q4 2024 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
01:39AM	Q4 2024 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-24-25 09:30AM	South Plains Financial (SPFI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +5.36%
07:35AM	South Plains Financial (SPFI) Q4 Earnings and Revenues Surpass Estimates (Zacks)
06:44AM	Loading…
06:44AM	South Plains Financial: Q4 Earnings Snapshot (Associated Press Finance)
06:25AM	South Plains Financial, Inc. Reports Fourth Quarter and Year-End 2024 Financial Results (GlobeNewswire)
Jan-23-25 05:52PM	South Plains Financial, Inc. Declares Quarterly Cash Dividend (GlobeNewswire)
07:04AM	South Plains Financial Inc (SPFI) Q4 2024: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Jan-20-25 09:15AM	Exploring Analyst Estimates for South Plains Financial (SPFI) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-13-25 04:10PM	South Plains Financial, Inc. Announces Fourth Quarter and Full Year 2024 Earnings Call (GlobeNewswire)
Nov-21-24 09:55AM	Here's Why South Plains Financial (SPFI) Could be Great Choice for a Bottom Fisher (Zacks)
Oct-24-24 03:10AM	South Plains Financial Inc (SPFI) Q3 2024 Earnings Call Highlights: Steady EPS, Rising ... (GuruFocus.com)
Oct-23-24 07:00PM	South Plains Financial (SPFI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:55PM	South Plains Financial (SPFI) Q3 Earnings Surpass Estimates (Zacks)
04:48PM	South Plains Financial: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	South Plains Financial, Inc. Reports Third Quarter 2024 Financial Results (GlobeNewswire)
Oct-22-24 09:07AM	Earnings To Watch: South Plains Financial Inc (SPFI) Reports Q3 2024 Result (GuruFocus.com)
Oct-17-24 04:10PM	South Plains Financial, Inc. Announces 7% Increase to Quarterly Cash Dividend (GlobeNewswire)
Oct-16-24 10:01AM	Analysts Estimate South Plains Financial (SPFI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-09-24 04:10PM	South Plains Financial, Inc. Announces Third Quarter 2024 Earnings Call (GlobeNewswire)
Oct-04-24 09:55AM	Bears are Losing Control Over South Plains Financial (SPFI), Here's Why It's a 'Buy' Now (Zacks)
Sep-26-24 12:00PM	South Plains Financial (SPFI) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
Aug-16-24 11:35PM	Director Noe Valles Acquires 50,000 Shares of South Plains Financial Inc (SPFI) (GuruFocus.com)
Aug-01-24 09:40AM	Should Value Investors Buy South Plains Financial (SPFI) Stock? (Zacks)
Jul-25-24 12:20PM	Can South Plains Financial (SPFI) Run Higher on Rising Earnings Estimates? (Zacks)
Jul-19-24 09:50AM	Q2 2024 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-18-24 08:53PM	SPFI Stock Earnings: South Plains Financial Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
06:00PM	Compared to Estimates, South Plains Financial (SPFI) Q2 Earnings: A Look at Key Metrics (Zacks)
05:25PM	South Plains Financial (SPFI) Q2 Earnings and Revenues Beat Estimates (Zacks)
04:22PM	South Plains Financial: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	South Plains Financial, Inc. Declares Quarterly Cash Dividend (GlobeNewswire)
04:10PM	South Plains Financial, Inc. Reports Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-09-24 08:30AM	South Plains Financial, Inc. Announces Second Quarter 2024 Earnings Call (GlobeNewswire)
May-08-24 07:03PM	Director Noe Valles Acquires 40,000 Shares of South Plains Financial Inc (SPFI) (GuruFocus.com)
03:36PM	South Plains Financial Insider Bought Shares Worth $1,000,000, According to a Recent SEC Filing (MT Newswires)
Apr-30-24 11:33AM	South Plains Financial, Inc. (NASDAQ:SPFI) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 07:26AM	Q1 2024 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-25-24 06:30PM	South Plains Financial (SPFI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
04:58PM	South Plains Financial: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	South Plains Financial, Inc. Reports First Quarter 2024 Financial Results (GlobeNewswire)
Apr-22-24 02:59PM	South Plains Financial (SPFI) Announces 7.7% Dividend Hike (Zacks)
Apr-18-24 04:10PM	South Plains Financial, Inc. Announces 8% Increase to Quarterly Cash Dividend (GlobeNewswire)
Apr-11-24 04:10PM	South Plains Financial, Inc. Announces First Quarter 2024 Earnings Call (GlobeNewswire)
Mar-13-24 04:10PM	South Plains Financial, Inc. Publishes 2023 Community Impact Report (GlobeNewswire)
Feb-27-24 10:12AM	South Plains (SPFI) Announces New $10M Share Repurchase Plan (Zacks)
Feb-26-24 04:10PM	South Plains Financial, Inc. Announces Stock Repurchase Program (GlobeNewswire)
Jan-27-24 09:43AM	South Plains Financial, Inc. (NASDAQ:SPFI) Q4 2023 Earnings Call Transcript (Insider Monkey)
12:31AM	Q4 2023 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-26-24 09:30AM	Compared to Estimates, South Plains Financial (SPFI) Q4 Earnings: A Look at Key Metrics (Zacks)
09:16AM	South Plains Financial Inc. Reports Mixed Results Amid Economic Challenges (GuruFocus.com)
07:17AM	South Plains Financial: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	South Plains Financial, Inc. Reports Fourth Quarter and Year-End 2023 Financial Results (GlobeNewswire)
Jan-25-24 05:08AM	South Plains Financial Inc's Dividend Analysis (GuruFocus.com)
Jan-23-24 04:26PM	Countdown to South Plains Financial (SPFI) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Jan-18-24 04:10PM	South Plains Financial, Inc. Declares Quarterly Cash Dividend (GlobeNewswire)
Jan-16-24 04:10PM	South Plains Financial, Inc. Announces Fourth Quarter and Full Year 2023 Earnings Call (GlobeNewswire)
Dec-18-23 09:40AM	Are Investors Undervaluing South Plains Financial (SPFI) Right Now? (Zacks)
Dec-01-23 09:40AM	Is South Plains Financial (SPFI) Stock Undervalued Right Now? (Zacks)
Nov-28-23 12:00PM	What Makes South Plains Financial (SPFI) a New Buy Stock (Zacks)
Oct-27-23 07:08AM	South Plains Financial Inc's Dividend Analysis (GuruFocus.com)
Oct-25-23 09:59AM	South Plains Financial, Inc. (NASDAQ:SPFI) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:51AM	Q3 2023 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-24-23 06:30PM	South Plains Financial (SPFI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:54PM	South Plains Financial Inc. Reports Q3 2023 Financial Results: Net Interest Income Rises to $35. ... (GuruFocus.com)
05:30PM	South Plains Financial (SPFI) Q3 Earnings Surpass Estimates (Zacks)
04:25PM	South Plains Financial: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	South Plains Financial, Inc. Reports Third Quarter 2023 Financial Results (GlobeNewswire)
Oct-19-23 04:10PM	South Plains Financial, Inc. Declares Quarterly Cash Dividend (GlobeNewswire)
Oct-18-23 04:15PM	South Plains Financial, Inc. Announces Third Quarter 2023 Earnings Call (GlobeNewswire)
Oct-16-23 10:00AM	Earnings Preview: Investar (ISTR) Q3 Earnings Expected to Decline (Zacks)
Oct-13-23 10:00AM	Earnings Preview: South Plains Financial (SPFI) Q3 Earnings Expected to Decline (Zacks)
Jul-27-23 07:52AM	Is Now The Time To Put South Plains Financial (NASDAQ:SPFI) On Your Watchlist? (Simply Wall St.)
Jul-26-23 07:08AM	Q2 2023 South Plains Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-25-23 08:00PM	Compared to Estimates, South Plains Financial (SPFI) Q2 Earnings: A Look at Key Metrics (Zacks)

South Plains Financial, Inc. is a bank holding company, which engages in the provision of commercial and consumer financial services. The firm also offers commercial and retail banking, along with insurance, investment, trust, and mortgage services. It operates under the Community Banking and Insurance segments. The Community Banking segment focuses on City Bank, the sole banking subsidiary of the company. The Insurance segment includes Windmark Insurance Agency, Inc. (Windmark). The company was founded on October 28, 1992 and is headquartered in Lubbock, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Valles Noe G	Director	Mar 10 '25	Buy	33.00	100,000	3,300,000	486,437	Mar 12 07:44 PM
Griffith Curtis C	Chairman and CEO	Mar 10 '25	Sale	33.00	100,000	3,300,000	457,240	Mar 12 07:37 PM
Griffith Curtis C	Chairman and CEO	Feb 18 '25	Sale	35.36	21,443	758,224	807,240	Feb 20 09:54 PM
Griffith Curtis C	Chairman and CEO	Feb 13 '25	Sale	35.40	17,939	635,041	836,879	Feb 14 08:06 PM
Griffith Curtis C	Chairman and CEO	Feb 12 '25	Sale	35.69	15,422	550,411	854,818	Feb 14 08:06 PM
Griffith Curtis C	Chairman and CEO	Feb 14 '25	Sale	35.60	5,196	184,978	828,683	Feb 14 08:06 PM
Griffith Curtis C	Officer	Feb 12 '25	Proposed Sale	35.86	60,000	2,151,600		Feb 12 03:37 PM
Griffith Curtis C	Chairman and CEO	Dec 31 '24	Option Exercise	5.88	3,000	17,640	868,967	Jan 03 08:27 PM
Newsom Cory T	President	Dec 31 '24	Option Exercise	5.88	9,000	52,920	283,588	Jan 03 08:14 PM
Ehlers Paul A	COO - City Bank	Dec 31 '24	Option Exercise	5.88	6,000	35,280	81,682	Jan 03 03:39 PM
Newsom Mikella D	Chief Risk Officer & Secretary	Dec 31 '24	Option Exercise	5.88	3,000	17,640	23,646	Jan 03 03:16 PM
Newsom Mikella D	Chief Risk Officer & Secretary	Dec 31 '24	Option Exercise	5.88	3,000	17,640	45,753	Jan 03 03:16 PM
Crockett Steven B	CFO and Treasurer	Dec 31 '24	Option Exercise	5.88	6,000	35,280	78,855	Jan 03 02:54 PM
Newsom Mikella D	Chief Risk Officer & Secretary	Nov 15 '24	Option Exercise	18.17	23,992	435,819	48,438	Nov 19 09:31 PM
Newsom Mikella D	Chief Risk Officer & Secretary	Nov 15 '24	Option Exercise	17.95	5,221	93,707	21,759	Nov 19 09:31 PM
Griffith Curtis C	Chairman and CEO	Nov 05 '24	Sale	33.50	50,000	1,675,000	865,967	Nov 06 03:24 PM
Valles Noe G	Director	Nov 05 '24	Buy	33.50	50,000	1,675,000	386,437	Nov 06 03:13 PM
Valles Noe G	Director	Aug 15 '24	Buy	30.00	50,000	1,500,000	336,437	Aug 16 05:11 PM
Griffith Curtis C	Chairman and CEO	Aug 15 '24	Sale	30.00	50,000	1,500,000	915,967	Aug 16 05:04 PM
Griffith Curtis C	Chairman and CEO	Aug 06 '24	Sale	30.00	21,340	640,200	965,967	Aug 06 05:53 PM
Griffith Curtis C	Chairman and CEO	Aug 05 '24	Sale	30.10	9,591	288,689	987,307	Aug 06 05:53 PM
Griffith Curtis C	Chairman and CEO	Aug 02 '24	Sale	31.00	1,599	49,569	996,898	Aug 06 05:53 PM
Griffith Curtis C	Chairman and CEO	Jul 31 '24	Sale	32.96	12,470	411,011	998,497	Aug 01 06:25 PM
Griffith Curtis C	Chairman and CEO	Jul 30 '24	Sale	33.00	5,000	165,000	1,010,967	Aug 01 06:25 PM
Griffith Curtis C	Officer	Jul 30 '24	Proposed Sale	33.05	50,000	1,652,500		Jul 30 02:50 PM

Open in Screener

CLSK

Cleanspark Inc

Jun 30 • 04:00PM ET

11.03

Dollar change +0.36
Percentage change 3.37	%

Financial • Capital Markets • USA • NASD

Peers: MARA RIOT HUT IREN CIFR BITF BTBT CORZ COIN MSTR

| Held by: IJR VTI IWM VGT VXF BLOK IWN IJT SPSM SLYG

Index	RUT	P/E	-	EPS (ttm)	-0.93	Insider Own	2.87%	Shs Outstand	280.90M	Perf Week	24.63%
Market Cap	3.10B	Forward P/E	14.24	EPS next Y	0.77	Insider Trans	-1.58%	Shs Float	272.89M	Perf Month	25.63%
Enterprise Value	2.81B	PEG	-	EPS next Q	0.18	Inst Own	60.77%	Short Float	25.58%	Perf Quarter	53.41%
Income	-195.56M	P/S	5.77	EPS this Y	192.71%	Inst Trans	16.10%	Short Ratio	2.61	Perf Half Y	3.47%
Sales	537.40M	P/B	1.64	EPS next Y	21.07%	ROA	-9.08%	Short Interest	69.80M	Perf YTD	19.76%
Book/sh	6.73	P/C	3.31	EPS next 5Y	-	ROE	-11.36%	52W High	20.49 -46.17%	Perf Year	-33.59%
Cash/sh	3.34	P/FCF	-	EPS past 3/5Y	2.70% 35.68%	ROIC	-7.72%	52W Low	6.45 70.95%	Perf 3Y	141.36%
Dividend Est.	-	EV/EBITDA	19.47	Sales past 3/5Y	112.87% 142.35%	Gross Margin	-6.78%	Volatility	6.59% 6.40%	Perf 5Y	432.85%
Dividend TTM	-	EV/Sales	5.23	EPS Y/Y TTM	-737.43%	Oper. Margin	-17.39%	ATR (14)	0.65	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	8.67	Sales Y/Y TTM	89.47%	Profit Margin	-36.39%	RSI (14)	63.72	Recom	1.27
Dividend Gr. 3/5Y	- -	Current Ratio	8.67	EPS Q/Q	-184.61%	SMA20	13.66%	Beta	4.24	Target Price	20.30
Payout	-	Debt/Eq	0.34	Sales Q/Q	62.53%	SMA50	19.12%	Rel Volume	1.16	Prev Close	10.67
Employees	270	LT Debt/Eq	0.34	Earnings	May 08 AMC	SMA200	9.10%	Avg Volume	26.72M	Price	11.03
IPO	Jul 18, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	-344.24% -3.56%	Trades		Volume	31,101,505	Change	3.37%

Date	Action	Analyst	Rating Change	Price Target Change
May-21-25	Resumed	Chardan Capital Markets	Buy	$20
Feb-12-25	Initiated	Needham	Buy	$20
Jan-27-25	Initiated	Keefe Bruyette	Outperform	$19
Dec-10-24	Upgrade	JP Morgan	Neutral → Overweight	$10.50 → $17
Sep-25-24	Initiated	Macquarie	Outperform	$20
Dec-08-23	Downgrade	JP Morgan	Overweight → Neutral	$9 → $8
Oct-31-23	Initiated	Bernstein	Outperform	$5.30
Oct-11-23	Initiated	JP Morgan	Overweight	$5.50
Dec-09-22	Initiated	Cantor Fitzgerald	Overweight	$5
Jul-26-22	Resumed	H.C. Wainwright	Buy	$6
Jun-03-22	Initiated	Chardan Capital Markets	Buy	$12
Dec-22-21	Resumed	H.C. Wainwright	Buy	$16
Mar-11-21	Initiated	BTIG Research	Buy	$45
Feb-16-21	Reiterated	H.C. Wainwright	Buy	$24 → $50
Dec-11-20	Reiterated	H.C. Wainwright	Buy	$18 → $24

Show Previous Ratings

Jun-26-25 05:45PM	CleanSpark (CLSK) Outperforms Broader Market: What You Need to Know (Zacks)
01:30PM	CleanSpark (CLSK) Jumps 5.58% on Analyst's "Buy" Reco (Insider Monkey)
Jun-25-25 11:35AM	CleanSpark reiterated as top pick at H.C. Wainwright as major milestone achieved (TipRanks) +5.58%
03:57AM	CleanSpark (CLSK) Jumps 13.45% on Higher Bitcoin Production Expectations (Insider Monkey)
Jun-24-25 01:44PM	Bitcoin Miner CleanSpark Hits 50 EH/s Hashrate Milestone (CoinDesk) +13.45%
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07:00AM	CleanSpark Reaches 50 EH/s Milestone; Escape Velocity in Action (PR Newswire)
Jun-23-25 05:50PM	CleanSpark (CLSK) Stock Sinks As Market Gains: Here's Why (Zacks)
Jun-20-25 09:33AM	BTIG Reiterates a Buy Rating on CleanSpark (NASDAQ:CLSK), Sets a $22 PT (Insider Monkey)
Jun-17-25 02:04PM	Bitcoin Heads Lower as Trump Threatens to Assassinate Irans Supreme Leader (CoinDesk) -7.48%
Jun-16-25 02:44PM	Bitcoin Mining Costs Soar as Hashrate Hits Records: TheMinerMag (CoinDesk)
11:17AM	U.S.-Listed Bitcoin Miners' Share of Network Hashrate Hit Record High in June: JPMorgan (CoinDesk)
Jun-14-25 09:40AM	Crypto Currents: Coinbase, Shopify partner for USDC payments (TipRanks)
Jun-12-25 09:00AM	Is Most-Watched Stock Cleanspark, Inc. (CLSK) Worth Betting on Now? (Zacks)
Jun-10-25 09:30AM	Is CleanSpark (CLSK) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Jun-03-25 09:00AM	CleanSpark Releases May 2025 Bitcoin Mining Update (PR Newswire) +6.97%
09:00AM	Loading…
May-29-25 09:00AM	Cleanspark, Inc. (CLSK) is Attracting Investor Attention: Here is What You Should Know (Zacks)
05:47AM	Why CleanSpark, Inc. (CLSK) Went Down On Wednesday (Insider Monkey)
May-27-25 08:49AM	3 Crypto-Centric Stocks in Focus as Bitcoin Resumes Its Rally (Zacks) +5.34%
May-15-25 09:00AM	Cleanspark, Inc. (CLSK) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-10-25 07:00AM	Analyst-Favorite Bitcoin Miner CleanSpark: Worth the Hype? (MarketBeat)
May-09-25 03:41AM	Cleanspark Inc (CLSK) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges (GuruFocus.com) +5.99%
May-08-25 06:05PM	CleanSpark (CLSK) Reports Q2 Loss, Misses Revenue Estimates (Zacks) +8.09%
04:05PM	CleanSpark Reports Second Quarter Fiscal 2025 Results (PR Newswire)
May-07-25 06:55PM	StoneX Group Inc. (SNEX) Beats Q2 Earnings and Revenue Estimates (Zacks)
05:35PM	CleanSpark Q2 2025 Earnings Preview (Seeking Alpha)
May-06-25 10:23AM	CLSK Set to Report Q2 Earnings: What's in Store for the Stock? (Zacks)
09:00AM	CleanSpark Releases April 2025 Bitcoin Mining Update (PR Newswire)
May-05-25 10:45AM	3 Stocks to Watch as Bitcoin Nears $100k Again (MarketBeat) -8.17%
May-02-25 05:45PM	CleanSpark (CLSK) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
09:00AM	CleanSpark Executives to Discuss Fiscal Q2 2025 Financial Results (PR Newswire)
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May-01-25 09:30AM	Brokers Suggest Investing in CleanSpark (CLSK): Read This Before Placing a Bet (Zacks) +6.12%
09:00AM	Investors Heavily Search Cleanspark, Inc. (CLSK): Here is What You Need to Know (Zacks)
Apr-30-25 06:05PM	Axos Financial (AX) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:49AM	CleanSpark: Still A Speculative 'Buy' On Bitcoin's Breakout (Seeking Alpha)
Apr-29-25 08:05AM	Why CleanSpark, Inc. (CLSK) Crashed on Monday (Insider Monkey)
Apr-28-25 01:10PM	VanEck Mid-April 2025 Bitcoin ChainCheck (Seeking Alpha)
Apr-27-25 10:45AM	CleanSpark: A Strong Buy Amid Crypto Price Stabilization (Seeking Alpha)
Apr-24-25 05:45PM	CleanSpark (CLSK) Stock Dips While Market Gains: Key Facts (Zacks)
Apr-23-25 05:50PM	Here's Why CleanSpark (CLSK) Gained But Lagged the Market Today (Zacks)
02:33PM	President Trump's second term 'net positive' for crypto industry, says CleanSpark CEO (CNBC TV)
02:05AM	Why CleanSpark, Inc. (CLSK) Went Up On Tuesday (Insider Monkey)
Apr-18-25 09:00AM	Here is What to Know Beyond Why Cleanspark, Inc. (CLSK) is a Trending Stock (Zacks)
Apr-16-25 05:50PM	CleanSpark (CLSK) Stock Moves -0.07%: What You Should Know (Zacks)
04:00PM	Coinbase report finds market cap for altcoins fell 46% from December high: CNBC Crypto World (CNBC TV)
Apr-15-25 09:30AM	Wall Street Bulls Look Optimistic About CleanSpark (CLSK): Should You Buy? (Zacks) -6.43%
09:00AM	CleanSpark Expands Capital Strategy With $200M Bitcoin-Backed Credit Facility from Coinbase Prime; Shifts to Self-Funded Operations (PR Newswire)
Apr-13-25 08:00AM	The Smartest Renewable Energy Stocks to Buy With $2,000 Right Now (Motley Fool)
Apr-09-25 04:30PM	CleanSpark to Participate in Jones Healthcare and Technology Innovation Conference (PR Newswire) +13.20% -6.55%
Apr-07-25 09:00AM	CleanSpark Among Top 35 of 500 Fastest Growing Companies in the Americas (PR Newswire)
Apr-04-25 05:45PM	CleanSpark (CLSK) Stock Moves -1.21%: What You Should Know (Zacks)
12:40PM	CleanSpark Just Quietly Added $1 Billion in Bitcoin--And It's Not Slowing Down (GuruFocus.com)
09:00AM	CleanSpark Releases March 2025 Bitcoin Mining Update (PR Newswire)
Apr-03-25 09:00AM	Is Trending Stock Cleanspark, Inc. (CLSK) a Buy Now? (Zacks) -7.61%
Apr-02-25 07:28AM	Why CleanSpark Inc. (CLSK) Went Up On Tuesday? (Insider Monkey) +6.08%
Mar-29-25 11:30AM	CleanSpark call volume above normal and directionally bullish (TipRanks)
Mar-27-25 09:26AM	Canaan: Again At An Attractive Valuation With Bitcoin Self-Mining (SeekingAlpha)
02:50AM	CleanSpark: The All-In BTC Mining Bet (SeekingAlpha)
Mar-26-25 07:42AM	CleanSpark Has A Bullish Investment Thesis (SeekingAlpha) -6.99%
Mar-25-25 05:50PM	CleanSpark (CLSK) Stock Sinks As Market Gains: Here's Why (Zacks)
Mar-20-25 09:00AM	Is Most-Watched Stock Cleanspark, Inc. (CLSK) Worth Betting on Now? (Zacks)
Mar-19-25 03:35PM	CleanSpark (CLSK): Among The Best Bitcoin Stocks To Buy According To Billionaires (Insider Monkey) +5.53%
Mar-18-25 07:00AM	ARK Innovation Fund Bets Big on Bitcoin-Will It Pay Off? (MarketBeat) -6.53%
Mar-15-25 09:51AM	Crypto Currents: Binance founder denies report on Trump talks (TipRanks)
Mar-10-25 09:00AM	CleanSpark Set to Join the S&P SmallCap 600 Index (PR Newswire) -9.63%
Mar-07-25 06:19PM	DoorDash, TKO Group Holdings, Williams-Sonoma and Expand Energy Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 (PR Newswire) +8.34%
Mar-05-25 11:41AM	H.C. Wainwright sees attractive opportunity in bitcoin miner selloff (TipRanks) +10.18%
09:00AM	CleanSpark Releases February 2025 Bitcoin Mining Update (PR Newswire)
Feb-12-25 12:46PM	Needham starts coverage on CleanSpark on growth potential (Investing.com)
Feb-07-25 02:25AM	Cleanspark Inc (CLSK) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com) +9.15%
Feb-06-25 04:05PM	CleanSpark Reports Fiscal Year First Quarter 2025 Results (PR Newswire)
Feb-04-25 09:00AM	CleanSpark Releases January 2025 Bitcoin Mining Update (PR Newswire)
Feb-03-25 09:00AM	CleanSpark Executives to Discuss Fiscal Q1 2025 Financial Results (PR Newswire)
Jan-30-25 05:09PM	Here's Why CleanSpark, Inc. (CLSK) Will Double in 2025 (Insider Monkey) +6.92%
Jan-19-25 02:03PM	Why Is CleanSpark, Inc. (CLSK) Among the Hottest Mid-Cap Stocks So Far in 2025? (Insider Monkey)
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Jan-10-25 09:30AM	CleanSpark reports 10,097 bitcoin held in treasury (TipRanks)
Jan-09-25 09:00AM	CleanSpark Achieves More Than 10,000 Bitcoin Held (PR Newswire)
Jan-06-25 07:00AM	CleanSpark Releases December 2024 Bitcoin Mining Update (PR Newswire) +5.83%
Jan-03-25 04:56PM	All crypto miners are not 'created equal': Analyst (Yahoo Finance Video) +14.29%
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Dec-17-24 04:05PM	CleanSpark, Inc. Announces Closing of Offering of $650 Million Zero-Coupon Convertible Notes (PR Newswire) -8.41%
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Dec-10-24 09:15AM	Artificial Intelligence Substantial Influence on Data Center Industry Redefining Operations (GlobeNewswire)
Dec-03-24 09:00AM	CleanSpark Releases November 2024 Bitcoin Mining Update (PR Newswire)
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Nov-29-24 04:00PM	CleanSpark Executives to Discuss Fiscal Full Year 2024 Financial Results Via Webcast (PR Newswire)
Nov-27-24 04:18PM	Bitcoin Miner Iren Sees Target Hikes On Earnings; Bitcoin Rebounds Above $96k (Investor's Business Daily) +6.37%
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CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Beynon Roger Paul	Director	May 21 '25	Sale	10.51	50,000	525,285	125,511	May 21 08:52 PM
Beynon Roger Paul	Director	May 21 '25	Proposed Sale	10.51	50,000	525,287		May 21 08:50 PM
Monnig Taylor	Officer	May 15 '25	Proposed Sale	9.21	239	2,200		May 15 06:54 PM
Garrison Scott Eugene	Officer	May 15 '25	Proposed Sale	9.21	1,198	11,029		May 15 06:51 PM
Vecchiarelli Gary Anthony	Officer	May 15 '25	Proposed Sale	9.21	632	5,818		May 15 06:48 PM
Schultz S. Matthew	Officer	May 15 '25	Proposed Sale	9.21	9,010	82,944		May 15 06:43 PM
Bradford Zachary	Officer	May 15 '25	Proposed Sale	9.21	10,533	96,965		May 15 06:39 PM
Wood Thomas Leigh	Director	Mar 24 '25	Sale	8.04	44,444	357,330	126,736	Mar 24 07:43 PM
Wood Thomas Leigh	Director	Mar 24 '25	Proposed Sale	8.04	44,444	357,401		Mar 24 07:41 PM
Cavaleri Amanda	Director	Mar 24 '25	Sale	7.97	13,000	103,600	140,289	Mar 24 06:07 PM
Cavaleri Amanda	Director	Mar 24 '25	Proposed Sale	7.87	13,000	102,258		Mar 24 06:06 PM
Monnig Taylor	Chief Technology Officer	Feb 14 '25	Sale	10.64	239	2,543	201,281	Feb 14 08:01 PM
Schultz S. Matthew	Executive Chairman	Feb 14 '25	Sale	10.64	9,010	95,861	2,450,010	Feb 14 08:01 PM
Garrison Scott Eugene	Chief Operating Officer	Feb 14 '25	Sale	10.64	1,337	14,225	196,059	Feb 14 08:01 PM
Vecchiarelli Gary Anthony	Chief Financial Officer	Feb 14 '25	Sale	10.64	717	7,628	564,998	Feb 14 08:00 PM
Bradford Zachary	CEO and President	Feb 14 '25	Sale	10.64	10,533	112,065	3,059,326	Feb 14 08:00 PM
Monnig Taylor	Officer	Feb 14 '25	Proposed Sale	10.64	239	2,543		Feb 14 07:59 PM
Schultz S. Matthew	Officer	Feb 14 '25	Proposed Sale	10.64	9,010	95,861		Feb 14 07:59 PM
Garrison Scott Eugene	Officer	Feb 14 '25	Proposed Sale	10.64	1,337	14,225		Feb 14 07:59 PM
Vecchiarelli Gary Anthony	Officer	Feb 14 '25	Proposed Sale	10.64	717	7,628		Feb 14 07:58 PM
Bradford Zachary	Officer	Feb 14 '25	Proposed Sale	10.64	10,533	112,065		Feb 14 07:58 PM
Monnig Taylor	Chief Technology Officer	Dec 27 '24	Sale	10.40	1,350	14,040	201,520	Dec 27 09:30 PM
Monnig Taylor	Officer	Dec 27 '24	Proposed Sale	10.40	1,350	14,040		Dec 27 09:24 PM
Monnig Taylor	Chief Technology Officer	Nov 29 '24	Sale	14.35	1,350	19,372	202,870	Nov 29 07:36 PM
Monnig Taylor	Officer	Nov 29 '24	Proposed Sale	14.35	1,350	19,372		Nov 29 07:33 PM
Monnig Taylor	Chief Technology Officer	Oct 25 '24	Sale	11.88	1,350	16,038	204,220	Oct 25 06:20 PM
Monnig Taylor	Officer	Oct 25 '24	Proposed Sale	11.88	1,350	16,039		Oct 25 06:13 PM
Monnig Taylor	Chief Technology Officer	Sep 27 '24	Sale	10.44	1,350	14,094	209,652	Sep 27 04:30 PM
Monnig Taylor	Officer	Sep 27 '24	Proposed Sale	10.44	1,350	14,094		Sep 27 04:30 PM
Vecchiarelli Gary Anthony	Chief Financial Officer	Sep 12 '24	Option Exercise	0.00	40,000	0	594,391	Sep 13 04:44 PM
Schultz S. Matthew	Executive Chairman	Sep 12 '24	Option Exercise	0.00	405,000	0	2,703,975	Sep 13 04:43 PM
Bradford Zachary	CEO and President	Sep 12 '24	Option Exercise	0.00	450,000	0	3,245,863	Sep 13 04:42 PM
Wood Thomas Leigh	Director	Sep 12 '24	Sale	9.24	22,222	205,331	137,050	Sep 12 06:46 PM
Wood Thomas Leigh	Director	Sep 12 '24	Proposed Sale	9.24	22,222	205,322		Sep 12 06:41 PM
Monnig Taylor	Chief Technology Officer	Aug 30 '24	Sale	10.77	1,350	14,540	211,002	Aug 30 04:49 PM
Monnig Taylor	Officer	Aug 30 '24	Proposed Sale	10.77	1,350	14,539		Aug 30 04:44 PM
Monnig Taylor	Chief Technology Officer	Jul 26 '24	Sale	16.97	1,350	22,910	212,352	Jul 26 07:56 PM
Monnig Taylor	Officer	Jul 26 '24	Proposed Sale	16.97	1,350	22,910		Jul 26 07:55 PM

Dollar change +0.77
Percentage change 0.38	%

TEAM Atlassian Corporation daily Stock Chart

Peers: MSFT NOW CRM ADBE INTU ORCL WDAY ZM HUBS OKTA

| Held by: VTI VO QQQ VXF VUG VOT VGT IGV IWF QQQM

Index	NDX	P/E	-	EPS (ttm)	-1.65	Insider Own	38.21%	Shs Outstand	165.15M	Perf Week	5.37%
Market Cap	53.46B	Forward P/E	48.52	EPS next Y	4.19	Insider Trans	-1.97%	Shs Float	162.68M	Perf Month	-0.41%
Enterprise Value	51.72B	PEG	-	EPS next Q	0.83	Inst Own	55.76%	Short Float	3.04%	Perf Quarter	-6.84%
Income	-429.70M	P/S	10.77	EPS this Y	20.83%	Inst Trans	1.44%	Short Ratio	2.01	Perf Half Y	-21.13%
Sales	4.96B	P/B	39.04	EPS next Y	18.24%	ROA	-7.85%	Short Interest	4.94M	Perf YTD	-16.55%
Book/sh	5.20	P/C	17.97	EPS next 5Y	20.84%	ROE	-34.33%	52W High	326.00 -37.70%	Perf Year	18.31%
Cash/sh	11.30	P/FCF	36.94	EPS past 3/5Y	25.36% 15.38%	ROIC	-16.82%	52W Low	135.29 50.11%	Perf 3Y	5.09%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	27.78% 29.21%	Gross Margin	81.83%	Volatility	2.93% 3.30%	Perf 5Y	11.39%
Dividend TTM	-	EV/Sales	10.42	EPS Y/Y TTM	-161.42%	Oper. Margin	-3.22%	ATR (14)	6.98	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.25	Sales Y/Y TTM	19.12%	Profit Margin	-8.66%	RSI (14)	48.84	Recom	1.59
Dividend Gr. 3/5Y	- -	Current Ratio	1.25	EPS Q/Q	-653.59%	SMA20	-0.11%	Beta	0.95	Target Price	278.00
Payout	-	Debt/Eq	0.90	Sales Q/Q	14.09%	SMA50	-3.24%	Rel Volume	0.66	Prev Close	202.32
Employees	12157	LT Debt/Eq	0.87	Earnings	May 01 AMC	SMA200	-11.06%	Avg Volume	2.46M	Price	203.09
IPO	Dec 10, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.46% 0.26%	Trades		Volume	1,626,203	Change	0.38%

Date	Action	Analyst	Rating Change	Price Target Change
May-02-25	Reiterated	BMO Capital Markets	Outperform	$295 → $245
Apr-14-25	Upgrade	Robert W. Baird	Neutral → Outperform	$255
Apr-10-25	Upgrade	Macquarie	Neutral → Outperform	$270
Apr-10-25	Reiterated	BMO Capital Markets	Outperform	$360 → $295
Apr-02-25	Upgrade	Cantor Fitzgerald	Neutral → Overweight	$304 → $272
Mar-19-25	Initiated	Stephens	Equal-Weight	$255
Jan-17-25	Initiated	Cantor Fitzgerald	Neutral	$264
Jan-10-25	Upgrade	BMO Capital Markets	Market Perform → Outperform	$255 → $292
Jan-07-25	Upgrade	Truist	Hold → Buy	$250 → $300
Dec-12-24	Initiated	Macquarie	Neutral	$290
Nov-01-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$260
Nov-01-24	Reiterated	BMO Capital Markets	Market Perform	$177 → $255
Oct-01-24	Upgrade	Raymond James	Mkt Perform → Outperform	$200
Aug-02-24	Upgrade	Goldman	Neutral → Buy	$200 → $230
Aug-02-24	Downgrade	Robert W. Baird	Outperform → Neutral	$230 → $175
Jul-11-24	Upgrade	CapitalOne	Equal Weight → Overweight	$211
Jul-02-24	Upgrade	Piper Sandler	Neutral → Overweight	$200 → $225
Apr-11-24	Upgrade	Barclays	Equal Weight → Overweight	$275
Mar-19-24	Initiated	KeyBanc Capital Markets	Sector Weight
Dec-18-23	Initiated	CapitalOne	Equal Weight	$238

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Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Farquhar Scott	Director	Jun 30 '25	Sale	203.16	7,665	1,557,214	0	Jun 30 05:46 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 30 '25	Sale	203.16	7,665	1,557,214	0	Jun 30 05:46 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 27 '25	Sale	203.66	7,665	1,561,075	7,665	Jun 30 04:05 PM
Farquhar Scott	Director	Jun 27 '25	Sale	203.66	7,665	1,561,076	7,665	Jun 30 04:03 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 26 '25	Sale	198.51	7,665	1,521,581	15,330	Jun 27 04:08 PM
Farquhar Scott	Director	Jun 26 '25	Sale	198.51	7,665	1,521,582	15,330	Jun 27 04:06 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 25 '25	Sale	199.71	7,665	1,530,751	22,995	Jun 26 07:37 PM
Farquhar Scott	Director	Jun 25 '25	Sale	199.71	7,665	1,530,753	22,995	Jun 26 07:37 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 24 '25	Sale	198.53	7,665	1,521,715	30,660	Jun 25 06:01 PM
Farquhar Scott	Director	Jun 24 '25	Sale	198.53	7,665	1,521,717	30,660	Jun 25 06:01 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 23 '25	Sale	192.68	7,665	1,476,877	38,325	Jun 24 04:12 PM
Farquhar Scott	Director	Jun 23 '25	Sale	192.68	7,665	1,476,878	38,325	Jun 24 04:12 PM
Farquhar Scott	Director	Jun 20 '25	Sale	192.44	7,665	1,475,069	45,990	Jun 23 04:09 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 20 '25	Sale	192.44	7,665	1,475,064	45,990	Jun 23 04:09 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 18 '25	Sale	196.44	7,665	1,505,716	53,655	Jun 18 04:45 PM
Farquhar Scott	Director	Jun 18 '25	Sale	196.44	7,665	1,505,719	53,655	Jun 18 04:44 PM
Farquhar Scott	Director	Jun 17 '25	Sale	199.91	7,665	1,532,336	61,320	Jun 18 04:25 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 17 '25	Sale	199.91	7,665	1,532,336	61,320	Jun 18 04:25 PM
Farquhar Scott	Director	Jun 16 '25	Sale	200.68	7,665	1,538,206	68,985	Jun 17 05:28 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 16 '25	Sale	200.68	7,665	1,538,204	68,985	Jun 17 05:28 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 13 '25	Sale	197.87	7,665	1,516,642	76,650	Jun 16 05:24 PM
Farquhar Scott	Director	Jun 13 '25	Sale	197.87	7,665	1,516,643	76,650	Jun 16 05:15 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 12 '25	Sale	199.55	7,665	1,529,519	84,315	Jun 13 06:31 PM
Farquhar Scott	Director	Jun 12 '25	Sale	199.55	7,665	1,529,521	84,315	Jun 13 06:31 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 11 '25	Sale	206.77	7,665	1,584,880	91,980	Jun 13 06:30 PM
Farquhar Scott	Director	Jun 11 '25	Sale	206.77	7,665	1,584,887	91,980	Jun 13 06:29 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 10 '25	Sale	212.86	7,665	1,631,592	99,645	Jun 11 05:09 PM
Farquhar Scott	Director	Jun 10 '25	Sale	212.86	7,665	1,631,593	99,645	Jun 11 05:09 PM
Farquhar Scott	Director	Jun 09 '25	Sale	215.23	7,665	1,649,745	107,310	Jun 10 05:04 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 09 '25	Sale	215.23	7,665	1,649,744	107,310	Jun 10 05:04 PM
FARQUHAR TRUST	Director	Jun 09 '25	Proposed Sale	214.51	482,895	103,585,806		Jun 09 04:31 PM
CANNON-BROOKES HEAD TRUST	Director	Jun 09 '25	Proposed Sale	214.51	482,895	103,585,806		Jun 09 04:31 PM
Farquhar Scott	Director	Jun 06 '25	Sale	216.09	7,948	1,717,455	0	Jun 06 05:26 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 06 '25	Sale	216.09	7,948	1,717,460	0	Jun 06 05:26 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 05 '25	Sale	217.53	7,948	1,728,906	7,948	Jun 06 04:02 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	Jun 05 '25	Sale	220.00	2,845	625,900	147,415	Jun 06 04:02 PM
Farquhar Scott	Director	Jun 05 '25	Sale	217.53	7,948	1,728,904	7,948	Jun 06 04:02 PM
RAJEEV RAJAN	Officer	Jun 05 '25	Proposed Sale	210.92	2,845	600,067		Jun 05 05:02 PM
DUFFY BRIAN	Chief Revenue Officer	Jun 04 '25	Sale	210.00	2,252	472,920	73,360	Jun 05 05:01 PM
Farquhar Scott	Director	Jun 04 '25	Sale	211.09	7,948	1,677,732	15,896	Jun 05 05:01 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 04 '25	Sale	211.09	7,948	1,677,733	15,896	Jun 05 05:01 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 03 '25	Sale	208.43	7,948	1,656,608	23,844	Jun 04 05:24 PM
Farquhar Scott	Director	Jun 03 '25	Sale	208.43	7,948	1,656,607	23,844	Jun 04 05:23 PM
BRIAN DUFFY	Officer	Jun 04 '25	Proposed Sale	210.89	2,252	474,924		Jun 04 04:20 PM
Farquhar Scott	Director	Jun 02 '25	Sale	204.87	7,948	1,628,299	31,792	Jun 03 04:44 PM
Cannon-Brookes Michael	CEO, Co-Founder	Jun 02 '25	Sale	204.87	7,948	1,628,299	31,792	Jun 03 04:44 PM
Farquhar Scott	Director	May 30 '25	Sale	205.15	7,948	1,630,497	39,740	Jun 02 06:49 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 30 '25	Sale	205.15	7,948	1,630,499	39,740	Jun 02 05:43 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 29 '25	Sale	205.73	7,948	1,635,152	47,688	May 30 04:49 PM
Farquhar Scott	Director	May 29 '25	Sale	205.73	7,948	1,635,152	47,688	May 30 04:49 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 28 '25	Sale	212.53	7,948	1,689,160	55,636	May 29 04:18 PM
Farquhar Scott	Director	May 28 '25	Sale	212.53	7,948	1,689,158	55,636	May 29 04:18 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 27 '25	Sale	210.81	7,948	1,675,479	63,584	May 28 04:03 PM
Farquhar Scott	Director	May 27 '25	Sale	210.81	7,948	1,675,478	63,584	May 28 04:02 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 23 '25	Sale	206.57	7,948	1,641,817	71,532	May 23 05:57 PM
Farquhar Scott	Director	May 23 '25	Sale	206.57	7,948	1,641,816	71,532	May 23 05:57 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 22 '25	Sale	208.99	7,948	1,661,056	79,480	May 23 04:59 PM
Farquhar Scott	Director	May 22 '25	Sale	208.99	7,948	1,661,056	79,480	May 23 04:59 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 21 '25	Sale	211.87	7,948	1,683,947	87,428	May 22 04:24 PM
Farquhar Scott	Director	May 21 '25	Sale	211.87	7,948	1,683,942	87,428	May 22 04:24 PM
Farquhar Scott	Director	May 20 '25	Sale	214.36	7,948	1,703,770	95,376	May 21 05:39 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 20 '25	Sale	214.36	7,948	1,703,771	95,376	May 21 05:38 PM
LIU GENE	Chief Accounting Officer	May 19 '25	Sale	214.88	121	26,000	51,360	May 20 06:37 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	May 19 '25	Sale	214.87	3,165	680,065	150,260	May 20 06:37 PM
BINZ JOSEPH LEO	Chief Financial Officer	May 19 '25	Sale	214.87	1,770	380,321	162,789	May 20 06:36 PM
DUFFY BRIAN	Chief Revenue Officer	May 19 '25	Sale	214.87	1,959	420,931	75,612	May 20 06:36 PM
BHARADWAJ ANUTTHARA	President	May 19 '25	Sale	214.87	1,731	371,940	190,529	May 20 06:36 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 19 '25	Sale	214.92	7,948	1,708,147	103,324	May 20 06:36 PM
Farquhar Scott	Director	May 19 '25	Sale	214.92	7,948	1,708,147	103,324	May 20 06:11 PM
BRIAN DUFFY	Officer	May 19 '25	Proposed Sale	214.87	1,959	420,931		May 19 05:20 PM
JOSEPH BINZ	Officer	May 19 '25	Proposed Sale	214.87	1,770	380,321		May 19 05:16 PM
ANUTTHARA BHARADWAJ	Officer	May 19 '25	Proposed Sale	214.87	1,731	371,941		May 19 05:11 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	May 16 '25	Sale	220.70	3,285	725,000	153,425	May 19 04:54 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 16 '25	Sale	221.41	7,948	1,759,739	111,272	May 19 04:53 PM
Farquhar Scott	Director	May 16 '25	Sale	221.41	7,948	1,759,738	111,272	May 19 04:53 PM
RAJEEV RAJAN	Officer	May 19 '25	Proposed Sale	214.87	3,165	680,065		May 19 04:52 PM
Farquhar Scott	Director	May 15 '25	Sale	220.54	7,948	1,752,839	119,220	May 16 04:15 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 15 '25	Sale	220.54	7,948	1,752,842	119,220	May 16 04:15 PM
RAJEEV RAJAN	Officer	May 16 '25	Proposed Sale	220.88	58	12,811		May 16 04:14 PM
LIU GENE	Chief Accounting Officer	May 14 '25	Sale	225.51	541	121,998	51,481	May 15 04:55 PM
RAJAN RAJEEV BASHYAM	Chief Technology Officer	May 14 '25	Sale	225.51	3,544	799,206	156,710	May 15 04:55 PM
BHARADWAJ ANUTTHARA	President	May 14 '25	Sale	225.51	7,674	1,730,569	192,260	May 15 04:55 PM
BINZ JOSEPH LEO	Chief Financial Officer	May 14 '25	Sale	225.51	3,027	682,621	164,559	May 15 04:55 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 14 '25	Sale	225.44	7,948	1,791,806	127,168	May 15 04:55 PM
Farquhar Scott	Director	May 14 '25	Sale	225.44	7,948	1,791,805	127,168	May 15 04:54 PM
ATLASSIAN FOUNDATION	Officer	May 15 '25	Proposed Sale	224.88	1,666	374,650		May 15 04:26 PM
JOSEPH BINZ	Officer	May 14 '25	Proposed Sale	225.51	3,027	682,620		May 14 05:50 PM
RAJEEV RAJAN	Officer	May 14 '25	Proposed Sale	225.51	3,544	799,209		May 14 05:44 PM
ANUTTHARA BHARADWAJ	Officer	May 14 '25	Proposed Sale	225.51	7,674	1,730,568		May 14 05:26 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 13 '25	Sale	229.89	7,948	1,827,177	135,116	May 14 04:26 PM
Farquhar Scott	Director	May 13 '25	Sale	229.89	7,948	1,827,176	135,116	May 14 04:26 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 12 '25	Sale	222.47	7,948	1,768,182	143,064	May 13 05:32 PM
Farquhar Scott	Director	May 12 '25	Sale	222.47	7,948	1,768,181	143,064	May 13 05:32 PM
Farquhar Scott	Director	May 09 '25	Sale	207.49	7,948	1,649,147	151,012	May 12 06:32 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 09 '25	Sale	207.49	7,948	1,649,148	151,012	May 12 06:31 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 08 '25	Sale	209.19	7,948	1,662,630	158,960	May 09 04:29 PM
Farquhar Scott	Director	May 08 '25	Sale	209.19	7,948	1,662,628	158,960	May 09 04:28 PM
Cannon-Brookes Michael	CEO, Co-Founder	May 07 '25	Sale	205.97	7,948	1,637,050	166,908	May 08 06:52 PM
Farquhar Scott	Director	May 07 '25	Sale	205.97	7,948	1,637,050	166,908	May 08 06:52 PM
Farquhar Scott	Director	May 06 '25	Sale	206.80	7,948	1,643,655	174,856	May 07 04:10 PM

RVLV Revolve Group Inc daily Stock Chart

Peers: AMZN BABA SHOP MELI JD REAL ETSY SFIX PDD CHWY

| Held by: VTI IWM VB VXF VBK IWO IBUY VTWO SCHA XRT

Index	RUT	P/E	28.52	EPS (ttm)	0.70	Insider Own	43.74%	Shs Outstand	40.41M	Perf Week	-1.52%
Market Cap	1.43B	Forward P/E	34.26	EPS next Y	0.59	Insider Trans	-5.31%	Shs Float	40.11M	Perf Month	-0.99%
Enterprise Value	1.17B	PEG	2.26	EPS next Q	0.13	Inst Own	64.41%	Short Float	18.41%	Perf Quarter	-9.97%
Income	50.50M	P/S	1.24	EPS this Y	-39.96%	Inst Trans	-2.70%	Short Ratio	4.76	Perf Half Y	-40.70%
Sales	1.16B	P/B	3.15	EPS next Y	41.29%	ROA	7.41%	Short Interest	7.38M	Perf YTD	-40.13%
Book/sh	6.37	P/C	4.75	EPS next 5Y	12.60%	ROE	11.97%	52W High	39.58 -49.34%	Perf Year	30.45%
Cash/sh	4.22	P/FCF	59.19	EPS past 3/5Y	-19.78% -	ROIC	10.33%	52W Low	14.87 34.79%	Perf 3Y	-31.27%
Dividend Est.	-	EV/EBITDA	18.46	Sales past 3/5Y	8.22% 13.46%	Gross Margin	52.43%	Volatility	3.84% 4.42%	Perf 5Y	29.19%
Dividend TTM	-	EV/Sales	1.01	EPS Y/Y TTM	106.50%	Oper. Margin	5.04%	ATR (14)	0.92	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.66	Sales Y/Y TTM	9.09%	Profit Margin	4.37%	RSI (14)	44.71	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.66	EPS Q/Q	7.57%	SMA20	-4.56%	Beta	2.01	Target Price	22.27
Payout	0.00%	Debt/Eq	0.10	Sales Q/Q	9.66%	SMA50	-0.96%	Rel Volume	1.01	Prev Close	20.90
Employees	1632	LT Debt/Eq	0.08	Earnings	May 06 AMC	SMA200	-23.64%	Avg Volume	1.55M	Price	20.05
IPO	Jun 07, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	8.62% -0.27%	Trades		Volume	1,569,230	Change	-4.07%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-14-25	Upgrade	Jefferies	Hold → Buy	$30
Jan-23-25	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$37
Nov-06-24	Upgrade	Barclays	Underweight → Equal Weight	$17 → $25
Aug-23-24	Resumed	Piper Sandler	Overweight	$30
Mar-21-24	Upgrade	TD Cowen	Market Perform → Outperform	$23 → $25
Feb-28-24	Upgrade	Raymond James	Mkt Perform → Outperform	$21
Jan-17-24	Upgrade	Piper Sandler	Neutral → Overweight	$16 → $21
Jan-10-24	Initiated	Goldman	Sell	$12
Jan-04-24	Downgrade	Robert W. Baird	Outperform → Neutral	$17
Jan-04-24	Downgrade	Jefferies	Buy → Hold	$17
Nov-07-23	Initiated	Evercore ISI	In-line	$14
Nov-02-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Oct-20-23	Resumed	BofA Securities	Underperform	$14 → $11.50
May-22-23	Downgrade	TD Cowen	Outperform → Market Perform	$30 → $19
May-04-23	Reiterated	BTIG Research	Buy	$35 → $27
May-04-23	Downgrade	Raymond James	Outperform → Mkt Perform
Feb-07-23	Resumed	BTIG Research	Buy	$35
Jan-05-23	Downgrade	Piper Sandler	Overweight → Neutral	$34 → $28
Dec-16-22	Initiated	UBS	Neutral	$25
Aug-15-22	Downgrade	Barclays	Equal Weight → Underweight	$30 → $20

Show Previous Ratings

Jun-27-25 04:23AM	The Top 5 Analyst Questions From Revolve's Q1 Earnings Call (StockStory)
Jun-24-25 07:24AM	5 Growth Stocks Down 20% or More to Buy Right Now (Motley Fool)
Jun-23-25 12:33AM	3 Stocks Under $50 in the Doghouse (StockStory)
Jun-21-25 10:15AM	10 Under-the-Radar Consumer Goods Stocks With Incredible Growth Potential (Motley Fool)
May-28-25 10:40AM	Retailers plug in AI to optimize costs as economic pressures mount (CIO Dive)
11:32PM	Loading…
May-19-25 11:32PM	Online Retail Stocks Q1 Recap: Benchmarking Revolve (NYSE:RVLV) (StockStory)
09:24AM	RVLV Q1 Earnings Call: Management Details Tariff Mitigation and Brand Investments Amid Macro Uncertainty (StockStory)
May-16-25 09:15AM	Revolve Group, Inc. to Present at Upcoming Baird, TD Cowen and William Blair Investor Conferences (PR Newswire)
May-15-25 03:32PM	Why Apparel Companies Rocketed Higher This Week (Motley Fool)
May-14-25 10:23AM	Revolve Group (RVLV) Gave Back Its Gains in Q1 (Insider Monkey)
May-13-25 10:46AM	Here's What Pressured Revolve Group (RVLV) (Insider Monkey)
May-09-25 09:32AM	Should You Hold Revolve Group (RVLV)? (Insider Monkey)
May-08-25 12:34AM	3 Small-Cap Stocks with Mounting Challenges (StockStory)
May-07-25 02:09PM	Why Revolve Group Stock Was Sliding Today (Motley Fool) -9.87%
08:55AM	Q1 2025 Revolve Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:21AM	Loading…
03:21AM	Revolve Group Inc (RVLV) Q1 2025 Earnings Call Highlights: Strong Sales Growth Amidst ... (GuruFocus.com)
May-06-25 11:46PM	Revolve outlines gross margin targets amid owned brand expansion and tariff mitigation (Seeking Alpha)
11:45PM	Revolve Group, Inc. (RVLV) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:00PM	Revolve Group (RVLV) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Revolve Group (RVLV) Q1 Earnings and Revenues Top Estimates (Zacks)
04:03PM	Revolve Group Announces First Quarter 2025 Financial Results (PR Newswire)
May-01-25 10:01AM	Analysts Estimate Crocs (CROX) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-29-25 05:40PM	Gildan Activewear (GIL) Q1 Earnings and Revenues Beat Estimates (Zacks)
11:15AM	The Optimist Fund Q1 2025 Leaders And Laggards (Seeking Alpha)
10:01AM	Earnings Preview: Revolve Group (RVLV) Q1 Earnings Expected to Decline (Zacks)
05:01AM	Q4 Rundown: Chewy (NYSE:CHWY) Vs Other Online Retail Stocks (StockStory)
Apr-27-25 09:19PM	The Optimist Fund Q1 2025 Quarterly Letter (Seeking Alpha)
Apr-26-25 03:50AM	2 Growth Stocks Wall Street Might Be Sleeping on, but I'm Not (Motley Fool)
Apr-22-25 09:08AM	Implied Volatility Surging for Revolve Group (RVLV) Stock Options (Zacks)
Apr-18-25 11:33AM	Is Revolve Group, Inc. (RVLV) the Best Internet Retail Stock to Buy According to Analysts? (Insider Monkey)
09:00AM	Loading…
Apr-17-25 09:00AM	Revolve Group, Inc. to Announce First Quarter 2025 Financial Results on May 6, 2025 (PR Newswire)
Apr-15-25 06:00AM	Revolve faces $50-million lawsuit alleging influencers hid paid brand partnerships (LA Times)
Apr-14-25 11:40AM	CROX vs. RVLV: Which Stock Is the Better Value Option? (Zacks)
Apr-11-25 11:20AM	Alexandre Vauthier Has Been Ousted From Namesake Brand (WWD)
Apr-10-25 09:51AM	Revolve Group (RVLV) Soars 13.7%: Is Further Upside Left in the Stock? (Zacks) -7.42%
Apr-07-25 12:00PM	REVOLVE PRESENTS THE 8TH ANNUAL REVOLVE FESTIVAL (PR Newswire)
Apr-03-25 06:19AM	Trump's 'Liberation Day' tariffs make apparel stocks like Nike uninvestable: Wall Street reacts (Yahoo Finance) -15.74%
04:52AM	1 Growth Stock Down 75% to Buy Right Now (Motley Fool)
Apr-02-25 09:00AM	Revolve Group Partners With Affirm, Ahead of the Festival Season and Summer Shopping (WWD)
Apr-01-25 12:00AM	Cardi B and Revolve Group Reveal Exclusive Joint Venture (WWD)
Mar-31-25 05:07AM	3 Reasons to Sell RVLV and 1 Stock to Buy Instead (StockStory)
Mar-14-25 01:15PM	Why Is Revolve (RVLV) Stock Rocketing Higher Today (StockStory)
10:40AM	Revolve Group pullback 'offers compelling entry point': Jefferies (Investing.com)
Mar-10-25 02:00PM	REVOLVE RETURNS TO THE DESERT FOR THE 8TH ANNUAL REVOLVE FESTIVAL (PR Newswire)
01:00PM	EXCLUSIVE: Revolve Festival Returns April 12 in Larger Venue (WWD)
Mar-06-25 06:58PM	Analyst Report: Revolve Group, Inc. (Morningstar Research) -5.27%
Mar-05-25 08:34PM	REVOLVE x BELLEMINT Announce Worldwide Launch, Bringing Fashion and Gaming Together Like Never Before (PR Newswire)
Feb-28-25 01:57PM	Analyst Report: Revolve Group, Inc. (Morningstar Research)
Feb-27-25 04:06AM	Online Retail Stocks Q4 Results: Benchmarking Revolve (NYSE:RVLV) (StockStory)
Feb-26-25 07:50AM	Q4 2024 Revolve Group Inc Earnings Call (Thomson Reuters StreetEvents) -5.05%
02:14AM	Revolve Group Inc (RVLV) Q4 2024 Earnings Call Highlights: Strong Sales Growth and AI ... (GuruFocus.com)
Feb-25-25 09:57PM	Analyst Report: Revolve Group, Inc. (Morningstar Research)
05:30PM	Revolve Group (RVLV) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Revolve Group (RVLV) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:18PM	Revolve Group: Q4 Earnings Snapshot (Associated Press Finance)
04:18PM	Revolve (NYSE:RVLV) Reports Bullish Q4 (StockStory)
04:03PM	Revolve Group Announces Fourth Quarter and Full Year 2024 Financial Results (PR Newswire)
11:00AM	REVOLVE GROUP ANNOUNCES PERMANENT STORE AT THE GROVE IN LOS ANGELES (PR Newswire)
08:21AM	Sequential Improvement Lifted Revolve Group (RVLV) in Q4 (Insider Monkey)
Feb-24-25 08:07AM	Revolve (RVLV) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-21-25 09:15AM	Revolve Group, Inc. to Present at Upcoming Morgan Stanley and UBS Investor Conferences (PR Newswire)
Feb-19-25 12:16PM	Are Options Traders Betting on a Big Move in Revolve Group (RVLV) Stock? (Zacks)
Feb-07-25 12:00PM	Revolve Group Inc. (RVLV): Among The Footwear Apparel Stocks Affected By China Tariffs (Insider Monkey) -5.36%
Feb-05-25 09:31AM	Revolve Group (RVLV) Experienced a Strong 2024 (Insider Monkey)
Jan-31-25 10:39AM	Revolve Group (RVLV) Surged Over 100% as Fundamentals Improved (Insider Monkey)
09:00AM	Revolve Group, Inc. to Announce Fourth Quarter and Full Year 2024 Financial Results on February 25, 2025 (PR Newswire)
Jan-29-25 12:10PM	Will Revolve Group (RVLV) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-27-25 04:47PM	What Are Analysts Talking About Revolve Group (RVLV)? (Insider Monkey)
Jan-08-25 04:01AM	Q3 Rundown: Revolve (NYSE:RVLV) Vs Other Online Retail Stocks (StockStory)
Jan-04-25 06:41PM	These 3 Stocks Doubled in 2024. Here's the Best One for 2025 (Motley Fool)
Jan-01-25 07:45AM	3 Artificial Intelligence (AI) Stocks That Could Crush the Market in 2025 (Motley Fool)
04:08AM	3 Reasons to Sell RVLV and 1 Stock to Buy Instead (StockStory)
Dec-27-24 03:32AM	3 Internet Stocks to Drop Right Now (StockStory)
Dec-11-24 02:13PM	Why Revolve (RVLV) Stock Is Up Today (StockStory) +6.50%
Dec-04-24 08:00AM	2 Growth Stocks Wall Street Might Be Sleeping On, But I'm Not (Motley Fool)
Nov-27-24 09:00AM	Revolve Group, Inc. to Present at the Raymond James TMT and Consumer Conference on Tuesday, December 10 (PR Newswire)
Nov-26-24 12:00PM	What Makes Revolve Group (RVLV) a New Buy Stock (Zacks)
Nov-24-24 10:15AM	2 Superior Growth Stocks to Buy Right Now If You have $1,000 to Invest (Motley Fool)
Nov-22-24 02:55PM	Abercrombie & Fitch Stock Gets Relative Strength Rating Lift (Investor's Business Daily)
Nov-18-24 08:52AM	Revolve Group (RVLV) Rose on Improved Fundamentals (Insider Monkey)
Nov-13-24 09:20AM	Resilient Quarterly Result Lifted Revolve Group (RVLV) in Q3 (Insider Monkey)
Nov-12-24 09:00AM	REVOLVE AND LEAGUE ONE VOLLEYBALL ANNOUNCE PARTNERSHIP TO REDEFINE SPORTS AND FASHION FOR WOMEN (PR Newswire)
Nov-09-24 05:30PM	1 Stock Down 63% to Buy Right Now (Motley Fool)
Nov-07-24 10:37AM	Analyst Report: Revolve Group, Inc. (Morningstar Research)
Nov-06-24 02:38PM	Why Revolve Group Stock Soared to a 52-Week High Today (Motley Fool) +27.90%
02:04PM	Why Is Revolve (RVLV) Stock Soaring Today (StockStory)
08:06AM	Q3 2024 Revolve Group Inc Earnings Call (Thomson Reuters StreetEvents)
02:24AM	Revolve Group Inc (RVLV) Q3 2024 Earnings Call Highlights: Strong Sales Growth Amidst Margin ... (GuruFocus.com)
Nov-05-24 08:10PM	Analyst Report: Revolve Group, Inc. (Morningstar Research)
06:00PM	Revolve Group (RVLV) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:35PM	Revolve Group (RVLV) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:29PM	Revolve Group: Q3 Earnings Snapshot (Associated Press Finance)
04:08PM	Revolve (NYSE:RVLV) Beats Q3 Sales Targets, Stock Soars (StockStory)
04:03PM	Revolve Group Announces Third Quarter 2024 Financial Results (PR Newswire)
Nov-04-24 07:55AM	Should You Forget Amazon? Why These Unstoppable Stocks Are Better Buys. (Motley Fool)
02:03AM	Revolve Earnings: What To Look For From RVLV (StockStory)
Nov-01-24 12:10PM	Why Revolve Group (RVLV) is Poised to Beat Earnings Estimates Again (Zacks)
Oct-30-24 02:00PM	REVOLVE GROUP ANNOUNCES EXCLUSIVE HOLIDAY SHOP AT THE GROVE IN LOS ANGELES (PR Newswire)
01:00PM	EXCLUSIVE: Revolve and Fwrd Holiday to Open Pop-up Shop at The Grove in L.A. (WWD)
01:00PM	EXCLUSIVE: Revolve and Frwd Holiday to Open Pop-up Shop at The Grove in L.A. (WWD)

Revolve Group, Inc. engages in the retail of next-generation fashion for millennial and generation Z consumers. It operates through the Revolve and Forward (FWRD) segments. The Revolve segment offers constant newness and discovery through a broad assortment of premium apparel, footwear, accessories and beauty products. The FWRD segment includes a curated assortment of iconic and emerging luxury brands with a strong and differentiated point of view. The company was founded by Michael Mente and Mike Karanikolas in 2003 and is headquartered in Cerritos, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MMMK Development, Inc.	10% Owner	Mar 03 '25	Sale	25.94	12,566	325,962	0	Mar 05 06:00 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Mar 03 '25	Sale	25.94	12,566	325,962	0	Mar 05 06:00 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Mar 03 '25	Sale	25.94	12,566	325,962	0	Mar 05 06:00 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Feb 13 '25	Sale	31.61	68,921	2,178,689	0	Feb 14 07:43 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Feb 14 '25	Sale	30.91	67,118	2,074,656	0	Feb 14 07:43 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Feb 12 '25	Sale	30.10	65,722	1,978,401	0	Feb 14 07:43 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Feb 13 '25	Sale	31.61	68,921	2,178,689	0	Feb 14 07:43 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Feb 14 '25	Sale	30.91	67,118	2,074,656	0	Feb 14 07:43 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Feb 12 '25	Sale	30.10	65,722	1,978,401	0	Feb 14 07:43 PM
MMMK Development, Inc.	10% Owner	Feb 13 '25	Sale	31.61	68,921	2,178,689	0	Feb 14 07:42 PM
MMMK Development, Inc.	10% Owner	Feb 14 '25	Sale	30.91	67,118	2,074,656	0	Feb 14 07:42 PM
MMMK Development, Inc.	10% Owner	Feb 12 '25	Sale	30.10	65,722	1,978,401	0	Feb 14 07:42 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 29 '25	Sale	30.48	66,413	2,024,208	0	Jan 29 07:59 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 28 '25	Sale	30.83	63,035	1,943,327	0	Jan 29 07:59 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 27 '25	Sale	30.93	44,962	1,390,680	0	Jan 29 07:59 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 29 '25	Sale	30.48	66,413	2,024,208	0	Jan 29 07:59 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 28 '25	Sale	30.83	63,035	1,943,327	0	Jan 29 07:59 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 27 '25	Sale	30.93	44,962	1,390,680	0	Jan 29 07:59 PM
MMMK Development, Inc.	10% Owner	Jan 29 '25	Sale	30.48	66,413	2,024,208	0	Jan 29 07:58 PM
MMMK Development, Inc.	10% Owner	Jan 28 '25	Sale	30.83	63,035	1,943,327	0	Jan 29 07:58 PM
MMMK Development, Inc.	10% Owner	Jan 27 '25	Sale	30.93	44,962	1,390,680	0	Jan 29 07:58 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 07 '25	Sale	30.47	78,205	2,383,116	0	Jan 10 07:02 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 10 '25	Sale	29.77	69,605	2,072,060	0	Jan 10 07:02 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 08 '25	Sale	30.50	45,987	1,402,508	0	Jan 10 07:02 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 07 '25	Sale	30.47	78,205	2,383,116	0	Jan 10 07:02 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 10 '25	Sale	29.77	69,605	2,072,060	0	Jan 10 07:02 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Jan 08 '25	Sale	30.50	45,987	1,402,508	0	Jan 10 07:02 PM
MMMK Development, Inc.	10% Owner	Jan 07 '25	Sale	30.47	78,205	2,383,116	0	Jan 10 07:01 PM
MMMK Development, Inc.	10% Owner	Jan 10 '25	Sale	29.77	69,605	2,072,060	0	Jan 10 07:01 PM
MMMK Development, Inc.	10% Owner	Jan 08 '25	Sale	30.50	45,987	1,402,508	0	Jan 10 07:01 PM
MMMK Development, Inc.	10% Owner	Jan 08 '25	Proposed Sale	30.91	600,000	18,546,000		Jan 08 04:27 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 18 '24	Sale	34.14	76,835	2,623,245	0	Dec 20 07:29 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 19 '24	Sale	34.01	75,568	2,570,342	0	Dec 20 07:29 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 20 '24	Sale	34.20	62,441	2,135,793	0	Dec 20 07:29 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 18 '24	Sale	34.14	76,835	2,623,245	0	Dec 20 07:29 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 19 '24	Sale	34.01	75,568	2,570,342	0	Dec 20 07:29 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 20 '24	Sale	34.20	62,441	2,135,793	0	Dec 20 07:29 PM
MMMK Development, Inc.	10% Owner	Dec 18 '24	Sale	34.14	76,835	2,623,245	0	Dec 20 07:28 PM
MMMK Development, Inc.	10% Owner	Dec 19 '24	Sale	34.01	75,568	2,570,342	0	Dec 20 07:28 PM
MMMK Development, Inc.	10% Owner	Dec 20 '24	Sale	34.20	62,441	2,135,793	0	Dec 20 07:28 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 04 '24	Sale	34.87	98,429	3,432,286	0	Dec 04 09:11 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 02 '24	Sale	35.80	90,266	3,231,606	0	Dec 04 09:11 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 03 '24	Sale	35.38	76,902	2,720,488	0	Dec 04 09:11 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 04 '24	Sale	34.87	98,429	3,432,286	0	Dec 04 09:10 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 02 '24	Sale	35.80	90,266	3,231,606	0	Dec 04 09:10 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Dec 03 '24	Sale	35.38	76,902	2,720,488	0	Dec 04 09:10 PM
MMMK Development, Inc.	10% Owner	Dec 04 '24	Sale	34.87	98,429	3,432,286	0	Dec 04 09:10 PM
MMMK Development, Inc.	10% Owner	Dec 02 '24	Sale	35.80	90,266	3,231,606	0	Dec 04 09:10 PM
MMMK Development, Inc.	10% Owner	Dec 03 '24	Sale	35.38	76,902	2,720,488	0	Dec 04 09:10 PM
MMMK Development, Inc.	10% Owner	Dec 02 '24	Proposed Sale	36.23	600,000	21,738,000		Dec 02 05:07 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 21 '24	Sale	34.80	88,053	3,064,026	0	Nov 22 07:51 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 22 '24	Sale	35.20	71,463	2,515,595	0	Nov 22 07:51 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 20 '24	Sale	33.41	73,783	2,464,973	0	Nov 22 07:51 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 21 '24	Sale	34.80	88,053	3,064,026	0	Nov 22 07:51 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 22 '24	Sale	35.20	71,463	2,515,595	0	Nov 22 07:51 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 20 '24	Sale	33.41	73,783	2,464,973	0	Nov 22 07:51 PM
MMMK Development, Inc.	10% Owner	Nov 21 '24	Sale	34.80	88,053	3,064,026	0	Nov 22 07:50 PM
MMMK Development, Inc.	10% Owner	Nov 22 '24	Sale	35.20	71,463	2,515,595	0	Nov 22 07:50 PM
MMMK Development, Inc.	10% Owner	Nov 20 '24	Sale	33.41	73,783	2,464,973	0	Nov 22 07:50 PM
MMMK Development, Inc.	10% Owner	Nov 22 '24	Proposed Sale	35.02	71,463	2,502,634		Nov 22 05:03 PM
MMMK Development, Inc.	10% Owner	Nov 21 '24	Proposed Sale	34.82	88,053	3,066,005		Nov 21 05:34 PM
MMMK Development, Inc.	10% Owner	Nov 20 '24	Proposed Sale	35.62	73,783	2,628,288		Nov 20 04:53 PM
Timmermans Jesse	CHIEF FINANCIAL OFFICER	Nov 06 '24	Option Exercise	0.00	91,625	0	94,679	Nov 08 04:30 PM
Timmermans Jesse	CHIEF FINANCIAL OFFICER	Nov 06 '24	Sale	30.72	91,625	2,814,720	3,054	Nov 08 04:30 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 06 '24	Sale	31.43	200,000	6,286,968	0	Nov 06 07:03 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 05 '24	Sale	25.92	37,103	961,710	0	Nov 06 07:03 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 04 '24	Sale	25.95	20,373	528,679	0	Nov 06 07:03 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 06 '24	Sale	31.43	200,000	6,286,968	0	Nov 06 07:02 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 05 '24	Sale	25.92	37,103	961,710	0	Nov 06 07:02 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Nov 04 '24	Sale	25.95	20,373	528,679	0	Nov 06 07:02 PM
MMMK Development, Inc.	10% Owner	Nov 06 '24	Sale	31.43	200,000	6,286,968	0	Nov 06 06:56 PM
MMMK Development, Inc.	10% Owner	Nov 05 '24	Sale	25.92	37,103	961,710	0	Nov 06 06:56 PM
MMMK Development, Inc.	10% Owner	Nov 04 '24	Sale	25.95	20,373	528,679	0	Nov 06 06:56 PM
JESSE TIMMERMANS	Officer	Nov 06 '24	Proposed Sale	26.02	91,625	2,384,082		Nov 06 05:03 PM
MMMK Development, Inc.	10% Owner	Nov 06 '24	Proposed Sale	26.02	200,000	5,204,000		Nov 06 04:24 PM
MMMK Development, Inc.	10% Owner	Nov 05 '24	Proposed Sale	26.02	37,103	965,420		Nov 05 05:03 PM
MMMK Development, Inc.	10% Owner	Nov 04 '24	Proposed Sale	25.27	20,373	514,826		Nov 04 05:34 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Oct 17 '24	Sale	26.32	48,346	1,272,467	0	Oct 17 06:34 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Oct 15 '24	Sale	25.95	36,114	937,158	0	Oct 17 06:34 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Oct 16 '24	Sale	26.26	33,164	870,887	0	Oct 17 06:34 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Oct 17 '24	Sale	26.32	48,346	1,272,467	0	Oct 17 06:34 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Oct 15 '24	Sale	25.95	36,114	937,158	0	Oct 17 06:34 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Oct 16 '24	Sale	26.26	33,164	870,887	0	Oct 17 06:34 PM
MMMK Development, Inc.	10% Owner	Oct 17 '24	Sale	26.32	48,346	1,272,467	0	Oct 17 06:33 PM
MMMK Development, Inc.	10% Owner	Oct 15 '24	Sale	25.95	36,114	937,158	0	Oct 17 06:33 PM
MMMK Development, Inc.	10% Owner	Oct 16 '24	Sale	26.26	33,164	870,887	0	Oct 17 06:33 PM
MMMK Development, Inc.	10% Owner	Oct 17 '24	Proposed Sale	26.29	48,346	1,271,016		Oct 17 04:15 PM
MMMK Development, Inc.	10% Owner	Oct 16 '24	Proposed Sale	25.83	33,164	856,626		Oct 16 04:08 PM
MMMK Development, Inc.	10% Owner	Oct 15 '24	Proposed Sale	25.83	36,114	932,825		Oct 15 05:06 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Sep 19 '24	Sale	25.92	6,493	168,299	0	Sep 20 06:12 PM
Mente Michael	CO-CHIEF EXECUTIVE OFFICER	Sep 18 '24	Sale	25.93	456	11,824	0	Sep 20 06:12 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Sep 19 '24	Sale	25.92	6,493	168,299	0	Sep 20 06:11 PM
Karanikolas Michael	CO-CHIEF EXECUTIVE OFFICER	Sep 18 '24	Sale	25.93	456	11,824	0	Sep 20 06:11 PM
MMMK Development, Inc.	10% Owner	Sep 19 '24	Sale	25.92	6,493	168,299	0	Sep 20 06:09 PM
MMMK Development, Inc.	10% Owner	Sep 18 '24	Sale	25.93	456	11,824	0	Sep 20 06:09 PM
MMMK Development, Inc.	10% Owner	Sep 19 '24	Proposed Sale	25.79	6,493	167,454		Sep 19 05:45 PM
MMMK Development, Inc.	10% Owner	Sep 18 '24	Proposed Sale	25.17	456	11,478		Sep 18 05:02 PM

Open in Screener

QLYS

Qualys Inc

Jun 30 • 04:00PM ET

142.87

Dollar change +1.84
Percentage change 1.30	%

Technology • Software - Infrastructure • USA • NASD

Peers: PANW CRWD FTNT ZS NET OKTA CYBR CHKP TENB VRNS

| Held by: IJH VTI IWM VB CIBR VGT VXF HACK VBK BUG

Index	RUT	P/E	29.20	EPS (ttm)	4.89	Insider Own	1.22%	Shs Outstand	36.40M	Perf Week	1.77%
Market Cap	5.19B	Forward P/E	21.64	EPS next Y	6.60	Insider Trans	-14.34%	Shs Float	35.88M	Perf Month	4.09%
Enterprise Value	4.80B	PEG	6.40	EPS next Q	1.47	Inst Own	97.83%	Short Float	8.54%	Perf Quarter	12.34%
Income	181.48M	P/S	8.34	EPS this Y	0.89%	Inst Trans	-2.50%	Short Ratio	9.19	Perf Half Y	0.90%
Sales	622.35M	P/B	10.44	EPS next Y	6.77%	ROA	19.53%	Short Interest	3.07M	Perf YTD	1.89%
Book/sh	13.68	P/C	11.77	EPS next 5Y	4.56%	ROE	40.23%	52W High	170.00 -15.96%	Perf Year	3.78%
Cash/sh	12.14	P/FCF	20.28	EPS past 3/5Y	38.01% 22.62%	ROIC	33.88%	52W Low	112.61 26.87%	Perf 3Y	9.19%
Dividend Est.	-	EV/EBITDA	22.54	Sales past 3/5Y	13.82% 13.61%	Gross Margin	81.83%	Volatility	1.70% 2.07%	Perf 5Y	38.45%
Dividend TTM	-	EV/Sales	7.71	EPS Y/Y TTM	12.41%	Oper. Margin	31.40%	ATR (14)	3.04	Perf 10Y	207.25%
Dividend Ex-Date	-	Quick Ratio	1.38	Sales Y/Y TTM	9.58%	Profit Margin	29.16%	RSI (14)	60.39	Recom	2.92
Dividend Gr. 3/5Y	- -	Current Ratio	1.38	EPS Q/Q	22.69%	SMA20	1.84%	Beta	0.62	Target Price	135.38
Payout	0.00%	Debt/Eq	0.10	Sales Q/Q	9.33%	SMA50	6.09%	Rel Volume	0.57	Prev Close	141.03
Employees	2400	LT Debt/Eq	0.08	Earnings	May 06 AMC	SMA200	5.89%	Avg Volume	333.41K	Price	142.87
IPO	Sep 28, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	14.13% 1.77%	Trades		Volume	191,238	Change	1.30%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-18-25	Resumed	Morgan Stanley	Underweight	$120
Nov-11-24	Upgrade	Wolfe Research	Underperform → Peer Perform
Nov-06-24	Resumed	Needham	Hold
Oct-16-24	Initiated	Jefferies	Hold	$135
Apr-26-24	Initiated	Scotiabank	Sector Perform	$172
Mar-26-24	Initiated	TD Cowen	Market Perform	$170
Aug-18-23	Initiated	Stephens	Equal-Weight	$145
Jul-06-23	Initiated	UBS	Neutral	$135
Jun-09-23	Downgrade	Piper Sandler	Neutral → Underweight	$120 → $109
May-31-23	Initiated	William Blair	Outperform
May-08-23	Downgrade	Wolfe Research	Peer Perform → Underperform	$100
Feb-13-23	Downgrade	Wolfe Research	Outperform → Peer Perform
Jan-24-23	Initiated	JP Morgan	Underweight	$109
Jan-05-23	Downgrade	Needham	Buy → Hold
Dec-02-22	Initiated	Piper Sandler	Neutral	$138
Oct-21-22	Upgrade	Needham	Hold → Buy	$185
Oct-21-22	Upgrade	Berenberg	Hold → Buy	$168
Oct-19-22	Resumed	Robert W. Baird	Neutral	$142
Oct-11-22	Initiated	Canaccord Genuity	Buy	$180
Jul-15-22	Initiated	DA Davidson	Neutral	$120

Show Previous Ratings

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Jun-17-25 09:00AM	Qualys Solutions Recognized for Exceptional Performance at SC Awards Europe 2025; Wins in Two Categories (PR Newswire)
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Jun-12-25 11:30AM	Why Is CyberArk (CYBR) Up 11.5% Since Last Earnings Report? (Zacks)
Jun-11-25 09:01AM	Qualys Expands Public Sector Footprint with Opening of Washington, D.C. Office (PR Newswire)
Jun-10-25 05:00AM	Zacks Industry Outlook Highlights CyberArk Software, Okta and Qualys (Zacks)
12:37AM	2 Unpopular Stocks that Deserve Some Love and 1 to Avoid (StockStory)
Jun-09-25 11:11AM	ZS vs. QLYS: Which Cybersecurity Stock is the Smarter Pick Now? (Zacks)
09:15AM	AI-Driven Growth Makes These 4 Cybersecurity Stocks a Must-Buy (Zacks)
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12:38AM	3 Cash-Heavy Stocks with Mounting Challenges (StockStory)
Jun-05-25 11:31AM	Qualys (QLYS) Up 8.4% Since Last Earnings Report: Can It Continue? (Zacks)
Jun-04-25 05:55AM	The Zacks Analyst Blog Highlights CyberArk, Okta and Qualys (Zacks)
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Jun-03-25 07:38AM	3 Cybersecurity Stocks to Buy Now for Long-Term Opportunities (Zacks)
May-30-25 12:40AM	3 Volatile Stocks in Hot Water (StockStory)
May-20-25 12:01AM	3 Reasons to Sell QLYS and 1 Stock to Buy Instead (StockStory)
May-19-25 09:25AM	QLYS Q1 Earnings Call: Channel Partnerships and AI Security Drive Outperformance (StockStory)
May-08-25 10:36AM	Qualys price target raised to $142 from $140 at Scotiabank (TipRanks)
May-07-25 07:06PM	Qualys, Inc. (QLYS): A Bull Case Theory (Insider Monkey)
10:47AM	Enterprise stocks mixed after Jamf, Teradata earnings results (Seeking Alpha)
09:55AM	Cybersecurity Firm Qualys' Earnings, Revenue, Guidance Top Views (Investor's Business Daily)
09:00AM	Qualys to Speak at Upcoming Investor Conference (PR Newswire)
08:05AM	Q1 2025 Qualys Inc Earnings Call (Thomson Reuters StreetEvents)
07:17AM	Qualys Stock Gains 4% as Q1 Earnings and Revenues Crush Estimates (Zacks)
03:23AM	Qualys Inc (QLYS) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
May-06-25 11:46PM	Analyst Report: Qualys, Inc. (Morningstar Research)
11:15PM	Qualys, Inc. (QLYS) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:00PM	Qualys (QLYS) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:05PM	Loading…
04:05PM	Qualys Announces First Quarter 2025 Financial Results (PR Newswire)
01:50PM	AMD, Arm Offer Window Into AI Landscape Ahead of Nvidia Earnings (Bloomberg)
09:00AM	Global Managed Service Providers Embrace Qualys' Risk Operations Center (ROC) Strategy Delivering Business-Aligned Cyber Risk Management (PR Newswire)
May-02-25 12:48PM	WESCO Q1 Earnings Miss Estimates, Sales Slip Y/Y, Stock Rises (Zacks)
Apr-30-25 10:01AM	Fortinet (FTNT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-29-25 10:01AM	Qualys (QLYS) Earnings Expected to Grow: Should You Buy? (Zacks)
09:00AM	Qualys Expands Platform to Protect Against AI and LLM Model Risk from Development to Deployment (PR Newswire)
Apr-28-25 07:43AM	Qualys unveils Policy Audit to streamline compliance (International Accounting Bulletin)
05:07AM	3 Reasons to Avoid QLYS and 1 Stock to Buy Instead (StockStory)
Apr-25-25 09:27AM	4 Cybersecurity Stocks Set to Shine in the AI-Driven Digital Era (Zacks)
05:04AM	Spotting Winners: Qualys (NASDAQ:QLYS) And Cybersecurity Stocks In Q4 (StockStory)
Apr-24-25 09:00AM	Qualys Unveils Policy Audit with Enhanced Efficiency for Continuous Audit Readiness (PR Newswire)
Apr-23-25 05:15PM	Qualys Improves Profitable Growth From Partner Program And International (Upgrade) (Seeking Alpha)
Apr-22-25 09:01AM	Qualys to Report First Quarter 2025 Financial Results on May 6, 2025 (PR Newswire)
09:00AM	Media Alert: Qualys Becomes The Major Partner of the San Francisco Unicorns for the 2025 Major League Cricket Season (PR Newswire)
Apr-11-25 09:02AM	3 of Wall Street's Favorite Stocks That Concern Us (StockStory)
Apr-09-25 10:22AM	CyberArk (CYBR) Stock Jumps 3.0%: Will It Continue to Soar? (Zacks) +9.13%
Apr-08-25 11:33AM	PANW vs. QLYS: Which Cybersecurity Stock Has an Edge Now? (Zacks)
Mar-25-25 11:23AM	Quantum and AI Disruption Is Creating a New Class of Must-Watch Tech Stocks (PR Newswire)
Mar-19-25 08:10AM	Qualys assumed with an Underweight at Morgan Stanley (TipRanks)
05:04AM	Q4 Earnings Roundup: Tenable (NASDAQ:TENB) And The Rest Of The Cybersecurity Segment (StockStory)
Mar-12-25 09:02AM	3 Small-Cap Stocks Walking a Fine Line (StockStory)
Mar-10-25 05:41PM	Qualys, Inc. (QLYS): Among the Best Cybersecurity Stocks to Buy According to Billionaires (Insider Monkey)
Mar-02-25 08:00AM	Okta (OKTA) Q4 Earnings: What To Expect (StockStory)
Feb-17-25 07:27AM	1 Software Stock to Add to Your Roster and 2 to Avoid (StockStory)
Feb-12-25 08:03AM	Palo Alto Networks (PANW) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
Feb-11-25 08:03AM	Rapid7 Earnings: What To Look For From RPD (StockStory)
Feb-08-25 09:20AM	Qualys price target lowered to $140 from $150 at Loop Capital (TipRanks)
06:20AM	Qualys, Inc. (QLYS) Beats Q4 Estimates, Expands AI-Driven Cybersecurity and Risk Management (Insider Monkey)
Feb-07-25 03:02PM	Why Qualys (QLYS) Stock Is Down Today (StockStory)
07:37AM	Q4 2024 Qualys Inc Earnings Call (Thomson Reuters StreetEvents)
02:38AM	Analyst Report: Qualys, Inc. (Morningstar Research)
02:28AM	Qualys Inc (QLYS) Q4 2024 Earnings Call Highlights: Strong Financial Performance Amid Strategic ... (GuruFocus.com)
Feb-06-25 06:00PM	Qualys (QLYS) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:59PM	Qualys: Q4 Earnings Snapshot (Associated Press Finance)
04:55PM	Qualyss (NASDAQ:QLYS) Q4: Beats On Revenue But Stock Drops (StockStory)
04:05PM	Qualys Announces Fourth Quarter and Full Year 2024 Financial Results (PR Newswire)
Feb-05-25 09:00AM	Qualys Introduces Managed Risk Operation Center (mROC) Partner Alliance to Scale Cyber Risk Services (PR Newswire)
08:06AM	Qualys (QLYS) Reports Earnings Tomorrow: What To Expect (StockStory)
Feb-03-25 01:38PM	Qualys, Inc. (QLYS) Launches AI-Powered TotalAppSec for Comprehensive Web App and API Cyber Risk Management (Insider Monkey)
09:00AM	Qualys Unveils TotalAppSec: New Comprehensive Application Risk Management Solution (PR Newswire)
Jan-31-25 09:45AM	Why Qualys (QLYS) is a Top Growth Stock for the Long-Term (Zacks)
Jan-23-25 04:01PM	Qualys to Report Fourth Quarter 2024 Financial Results on February 6, 2025 (PR Newswire)
Jan-10-25 09:45AM	Here's Why Qualys (QLYS) is a Strong Growth Stock (Zacks)
Jan-03-25 12:00PM	Qualys (QLYS) Upgraded to Buy: Here's What You Should Know (Zacks)
Dec-31-24 04:05AM	Three Reasons Why QLYS is Risky and One Stock to Buy Instead (StockStory)
Dec-23-24 09:45AM	Why Qualys (QLYS) is a Top Growth Stock for the Long-Term (Zacks)
Dec-12-24 04:10AM	Q3 Earnings Highs And Lows: Qualys (NASDAQ:QLYS) Vs The Rest Of The Cybersecurity Stocks (StockStory)
Dec-05-24 11:30AM	Qualys (QLYS) Down 0.2% Since Last Earnings Report: Can It Rebound? (Zacks)
Nov-14-24 09:00AM	Mulberri and Qualys Collaborate to Offer Cyber Insurance Discounts for Eligible Qualys Customers (Business Wire)
Nov-08-24 07:07AM	Cybersecurity company Qualys reportedly considering sale (Verdict)
Nov-07-24 06:35AM	Qualys price target raised to $126 from $123 at Morgan Stanley (TipRanks)
Nov-06-24 04:36PM	Analyst Report: Qualys, Inc. (Morningstar Research) +24.18%
02:27PM	Cybersecurity Company Qualys Explores Potential Sale (Bloomberg)
01:59PM	Why Qualys (QLYS) Stock Is Trading Up Today (StockStory)
09:00AM	Qualys to Speak at Upcoming Investor Conference (PR Newswire)
08:39AM	Q3 2024 Qualys Inc Earnings Call (Thomson Reuters StreetEvents)
02:23AM	Qualys Inc (QLYS) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amidst Operational ... (GuruFocus.com)
Nov-05-24 07:39PM	Analyst Report: Qualys, Inc. (Morningstar Research)
05:25PM	Qualys (QLYS) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:20PM	Qualys: Q3 Earnings Snapshot (Associated Press Finance)
04:14PM	Qualyss (NASDAQ:QLYS) Q3 Sales Top Estimates, Stock Jumps 17.7% (StockStory)
04:05PM	Qualys Announces Third Quarter 2024 Financial Results (PR Newswire)
Nov-04-24 02:05AM	Qualys Earnings: What To Look For From QLYS (StockStory)
Oct-29-24 10:01AM	Analysts Estimate Qualys (QLYS) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-24-24 12:03PM	Qualys VMDR Rated Only 'Outperformer' and 'Leader' by Independent Analyst Firm (PR Newswire)
Oct-22-24 09:00AM	Qualys to Report Third Quarter 2024 Financial Results on November 5, 2024 (PR Newswire)
Oct-21-24 05:56AM	Cybersecurity Stocks Q2 In Review: Rapid7 (NASDAQ:RPD) Vs Peers (StockStory)
Oct-17-24 04:41AM	Spotting Winners: SentinelOne (NYSE:S) And Cybersecurity Stocks In Q2 (StockStory)
Oct-16-24 10:23AM	Jefferies starts coverage of exposure management stocks. Here are their top picks (Investing.com)

Qualys, Inc. engages in the provision of cloud security and compliance solutions. Its products enable organizations to identify security risks to information technology infrastructures, help protect information technology systems and applications from cyber attacks, and achieve compliance with internal policies and external regulations. The firm also offers solutions through a software-as-a-service model, primarily with renewable annual subscriptions. The company was founded on December 30, 1999 and is headquartered in Foster City, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
POSEY BRUCE K	CHIEF LEGAL OFFICER	Jun 20 '25	Sale	135.96	525	71,380	61,184	Jun 23 06:16 PM
Hank Jeffrey P	Director	Jun 16 '25	Sale	139.07	657	91,369	13,888	Jun 17 06:12 PM
Thakar Sumedh S	CEO & PRESIDENT	Jun 16 '25	Option Exercise	25.56	6,500	166,140	238,462	Jun 17 06:10 PM
Thakar Sumedh S	CEO & PRESIDENT	Jun 16 '25	Sale	139.47	8,500	1,185,502	229,962	Jun 17 06:10 PM
JEFFREY HANK	Director	Jun 16 '25	Proposed Sale	138.78	657	91,178		Jun 16 04:32 PM
Berquist Thomas	Director	Jun 13 '25	Sale	138.78	656	91,040	5,604	Jun 16 04:02 PM
Pfeiffer Wendy	Director	Jun 13 '25	Sale	138.78	200	27,756	11,482	Jun 16 04:00 PM
THOMAS BERQUIST	Director	Jun 13 '25	Proposed Sale	140.68	1,168	164,314		Jun 13 04:44 PM
WENDY M. PFEIFFER	Director	Jun 13 '25	Proposed Sale	140.68	600	84,408		Jun 13 04:43 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Jun 05 '25	Sale	139.96	845	118,263	100,075	Jun 06 06:38 PM
JOO MI KIM	Officer	Jun 05 '25	Proposed Sale	138.40	1,632	225,869		Jun 05 05:05 PM
Thakar Sumedh S	CEO & PRESIDENT	Jun 02 '25	Sale	140.20	6,000	841,200	231,962	Jun 03 04:40 PM
Thakar Sumedh S	CEO & PRESIDENT	May 29 '25	Option Exercise	25.56	6,500	166,140	246,462	Jun 02 05:23 PM
Thakar Sumedh S	CEO & PRESIDENT	May 29 '25	Sale	136.30	8,500	1,158,562	237,962	Jun 02 05:23 PM
SUMEDH SHRINAND THAKAR	Director	May 29 '25	Proposed Sale	136.18	34,000	4,630,120		May 29 04:28 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	May 20 '25	Sale	137.85	525	72,373	61,709	May 21 05:28 PM
BRUCE K. POSEY	Officer	May 20 '25	Proposed Sale	136.90	1,591	217,808		May 20 04:27 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	May 05 '25	Sale	126.75	1,018	129,032	100,920	May 06 07:38 PM
Hank Jeffrey P	Director	May 05 '25	Option Exercise	40.68	4,000	162,720	16,666	May 06 07:37 PM
Hank Jeffrey P	Director	May 05 '25	Sale	128.93	4,000	515,717	12,666	May 06 07:37 PM
JEFFREY HANK	Director	May 05 '25	Proposed Sale	128.00	4,000	512,000		May 05 04:56 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Apr 21 '25	Sale	117.86	540	63,644	64,513	Apr 22 06:33 PM
Thakar Sumedh S	CEO & PRESIDENT	Apr 14 '25	Option Exercise	25.56	7,000	178,920	253,313	Apr 15 05:18 PM
Thakar Sumedh S	CEO & PRESIDENT	Apr 14 '25	Sale	123.81	7,000	866,664	246,313	Apr 15 05:18 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Apr 09 '25	Sale	124.87	1,358	169,567	105,740	Apr 10 06:36 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Apr 08 '25	Sale	120.01	111	13,321	107,098	Apr 10 06:36 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Apr 07 '25	Sale	120.04	162	19,447	107,209	Apr 08 04:52 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Mar 20 '25	Sale	129.38	524	67,795	65,053	Mar 21 05:40 PM
Thakar Sumedh S	CEO & PRESIDENT	Mar 14 '25	Option Exercise	25.56	7,000	178,920	253,313	Mar 18 04:56 PM
Thakar Sumedh S	CEO & PRESIDENT	Mar 14 '25	Sale	125.18	7,000	876,272	246,313	Mar 18 04:56 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Feb 20 '25	Sale	139.48	525	73,229	65,373	Feb 24 05:17 PM
BRUCE K. POSEY	Officer	Feb 20 '25	Proposed Sale	145.96	1,589	231,930		Feb 20 04:21 PM
Thakar Sumedh S	CEO & PRESIDENT	Feb 14 '25	Option Exercise	25.56	7,000	178,920	253,144	Feb 18 06:28 PM
Thakar Sumedh S	CEO & PRESIDENT	Feb 14 '25	Sale	142.17	7,000	995,160	246,144	Feb 18 06:28 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Feb 13 '25	Sale	140.08	4,542	636,240	108,215	Feb 14 06:46 PM
SUMEDH THAKAR	Director	Feb 14 '25	Proposed Sale	141.13	21,000	2,963,730		Feb 14 04:21 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Feb 10 '25	Sale	140.00	4,487	628,180	112,757	Feb 11 06:20 PM
JOO MI KIM	Officer	Feb 10 '25	Proposed Sale	135.57	11,677	1,583,051		Feb 10 04:29 PM
Zangardi John A.	Director	Aug 13 '24	Buy	125.58	5	628	5	Feb 10 04:18 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Jan 21 '25	Sale	139.66	882	123,179	62,295	Jan 22 05:55 PM
Thakar Sumedh S	CEO & PRESIDENT	Jan 14 '25	Option Exercise	25.56	7,000	178,920	232,453	Jan 15 04:52 PM
Thakar Sumedh S	CEO & PRESIDENT	Jan 14 '25	Sale	134.49	7,000	941,414	225,453	Jan 15 04:52 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Jan 06 '25	Sale	138.64	1,635	226,675	112,017	Jan 07 04:04 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Dec 20 '24	Sale	142.24	855	121,613	63,177	Dec 23 04:45 PM
Thakar Sumedh S	CEO & PRESIDENT	Dec 16 '24	Option Exercise	25.56	7,000	178,920	232,453	Dec 17 04:15 PM
Thakar Sumedh S	CEO & PRESIDENT	Dec 16 '24	Sale	147.16	7,000	1,030,137	225,453	Dec 17 04:15 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Dec 05 '24	Sale	157.37	1,332	209,617	113,652	Dec 06 05:29 PM
JOO MI KIM	Officer	Dec 05 '24	Proposed Sale	158.85	5,967	947,858		Dec 05 04:42 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Dec 02 '24	Sale	154.62	8,555	1,322,778	64,032	Dec 03 06:28 PM
BRUCE K. POSEY	Officer	Dec 02 '24	Proposed Sale	153.60	10,292	1,580,851		Dec 02 04:41 PM
Hank Jeffrey P	Director	Nov 15 '24	Option Exercise	40.68	4,000	162,720	16,666	Nov 18 05:30 PM
Hank Jeffrey P	Director	Nov 15 '24	Sale	146.31	4,000	585,251	12,666	Nov 18 05:30 PM
Thakar Sumedh S	CEO & PRESIDENT	Nov 14 '24	Option Exercise	25.56	7,000	178,920	232,453	Nov 18 05:29 PM
Thakar Sumedh S	CEO & PRESIDENT	Nov 14 '24	Sale	149.66	7,000	1,047,635	225,453	Nov 18 05:29 PM
JEFFREY HANK	Director	Nov 15 '24	Proposed Sale	149.39	4,850	724,542		Nov 15 04:40 PM
SUMEDH THAKAR	Director	Nov 14 '24	Proposed Sale	151.37	28,000	4,238,360		Nov 14 04:20 PM
Thakar Sumedh S	CEO & PRESIDENT	Nov 06 '24	Sale	167.37	7,142	1,195,390	225,453	Nov 07 04:48 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Nov 06 '24	Sale	165.00	1,480	244,200	114,984	Nov 07 04:46 PM
JOO MI KIM	Officer	Nov 06 '24	Proposed Sale	128.23	1,480	189,780		Nov 06 05:05 PM
SUMEDH THAKAR	Director	Nov 06 '24	Proposed Sale	128.23	142	18,209		Nov 06 05:05 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Oct 21 '24	Option Exercise	25.56	1,000	25,560	56,618	Oct 22 05:31 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Oct 21 '24	Sale	123.56	1,339	165,444	55,279	Oct 22 05:31 PM
Thakar Sumedh S	CEO & PRESIDENT	Oct 14 '24	Option Exercise	25.56	7,000	178,920	186,649	Oct 15 07:01 PM
Thakar Sumedh S	CEO & PRESIDENT	Oct 14 '24	Sale	125.21	7,000	876,493	179,649	Oct 15 07:01 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Oct 07 '24	Sale	122.19	634	77,467	85,942	Oct 08 09:23 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Sep 20 '24	Option Exercise	25.56	1,000	25,560	56,948	Sep 23 05:40 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Sep 20 '24	Sale	123.80	1,330	164,650	55,618	Sep 23 05:40 PM
Thakar Sumedh S	CEO & PRESIDENT	Sep 16 '24	Option Exercise	25.56	7,000	178,920	186,649	Sep 17 04:15 PM
Thakar Sumedh S	CEO & PRESIDENT	Sep 16 '24	Sale	126.08	7,000	882,552	179,649	Sep 17 04:15 PM
SUMEDH THAKAR	Director	Sep 16 '24	Proposed Sale	126.22	21,000	2,650,620		Sep 16 04:45 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Sep 05 '24	Sale	123.54	616	76,098	86,576	Sep 06 04:21 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Aug 20 '24	Option Exercise	25.56	1,000	25,560	57,278	Aug 22 04:25 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Aug 20 '24	Sale	123.34	1,330	164,043	55,948	Aug 22 04:25 PM
BRUCE POSEY	Officer	Aug 20 '24	Proposed Sale	123.63	3,999	494,396		Aug 20 04:52 PM
Thakar Sumedh S	CEO & PRESIDENT	Aug 14 '24	Option Exercise	25.56	7,000	178,920	186,595	Aug 16 04:05 PM
Thakar Sumedh S	CEO & PRESIDENT	Aug 14 '24	Sale	123.93	7,000	867,481	179,595	Aug 16 04:05 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Aug 05 '24	Sale	133.93	616	82,503	87,077	Aug 07 04:05 PM
JOO MI KIM	Officer	Aug 05 '24	Proposed Sale	137.76	1,866	257,060		Aug 05 04:23 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Jul 22 '24	Option Exercise	25.56	1,000	25,560	60,286	Jul 24 04:05 PM
POSEY BRUCE K	CHIEF LEGAL OFFICER	Jul 22 '24	Sale	143.35	1,339	191,941	58,947	Jul 24 04:05 PM
Thakar Sumedh S	CEO & PRESIDENT	Jul 15 '24	Option Exercise	25.56	7,000	178,920	193,601	Jul 17 04:05 PM
Thakar Sumedh S	CEO & PRESIDENT	Jul 15 '24	Sale	143.15	7,000	1,002,041	186,601	Jul 17 04:05 PM
Kim Joo Mi	CHIEF FINANCIAL OFFICER	Jul 05 '24	Sale	144.75	634	91,774	90,745	Jul 08 06:24 PM

NBIX Neurocrine Biosciences, Inc daily Stock Chart

Peers: VRTX REGN BIIB GILD INCY ALNY EXEL IONS SAGE ACAD

| Held by: IJH VTI VB VXF VBK XBI MDY USMV IBB IJK

Index	-	P/E	42.62	EPS (ttm)	2.95	Insider Own	3.53%	Shs Outstand	99.00M	Perf Week	-0.09%
Market Cap	12.44B	Forward P/E	21.11	EPS next Y	5.96	Insider Trans	-8.20%	Shs Float	95.47M	Perf Month	1.64%
Enterprise Value	11.99B	PEG	1.23	EPS next Q	0.98	Inst Own	94.69%	Short Float	3.66%	Perf Quarter	11.07%
Income	305.80M	P/S	5.16	EPS this Y	21.64%	Inst Trans	0.60%	Short Ratio	2.45	Perf Half Y	-7.94%
Sales	2.41B	P/B	4.91	EPS next Y	48.81%	ROA	8.54%	Short Interest	3.50M	Perf YTD	-7.92%
Book/sh	25.61	P/C	13.18	EPS next 5Y	34.79%	ROE	12.43%	52W High	157.98 -20.44%	Perf Year	-7.47%
Cash/sh	9.53	P/FCF	25.27	EPS past 3/5Y	53.21% 53.47%	ROIC	10.25%	52W Low	84.23 49.22%	Perf 3Y	29.05%
Dividend Est.	-	EV/EBITDA	22.62	Sales past 3/5Y	27.61% 24.48%	Gross Margin	97.77%	Volatility	2.26% 2.12%	Perf 5Y	-1.55%
Dividend TTM	-	EV/Sales	4.97	EPS Y/Y TTM	-19.24%	Oper. Margin	20.78%	ATR (14)	2.89	Perf 10Y	157.30%
Dividend Ex-Date	Dec 29, 1995	Quick Ratio	3.02	Sales Y/Y TTM	21.73%	Profit Margin	12.68%	RSI (14)	56.49	Recom	1.37
Dividend Gr. 3/5Y	- -	Current Ratio	3.13	EPS Q/Q	-81.59%	SMA20	0.09%	Beta	0.24	Target Price	160.00
Payout	0.00%	Debt/Eq	0.19	Sales Q/Q	11.12%	SMA50	5.67%	Rel Volume	0.48	Prev Close	125.42
Employees	1800	LT Debt/Eq	0.18	Earnings	May 05 AMC	SMA200	3.49%	Avg Volume	1.42M	Price	125.69
IPO	May 23, 1996	Option/Short	Yes / Yes	EPS/Sales Surpr.	-85.05% 2.32%	Trades		Volume	679,415	Change	0.22%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-15-25	Upgrade	Needham	Hold → Buy	$138
Apr-14-25	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$137
Feb-11-25	Initiated	Deutsche Bank	Hold	$138
Oct-10-24	Resumed	Raymond James	Outperform	$155
Aug-29-24	Upgrade	Piper Sandler	Neutral → Overweight	$131 → $159
Apr-24-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$140 → $170
Dec-13-23	Resumed	Citigroup	Neutral	$127
Dec-12-23	Initiated	Deutsche Bank	Buy	$136
Oct-24-23	Resumed	Cantor Fitzgerald	Overweight	$135 → $140
Aug-21-23	Reiterated	Mizuho	Neutral	$112 → $113
Jul-24-23	Upgrade	SVB Securities	Market Perform → Outperform	$115 → $125
Jul-06-23	Upgrade	BMO Capital Markets	Underperform → Market Perform	$91 → $96
May-04-23	Upgrade	Guggenheim	Neutral → Buy	$145
Mar-30-23	Upgrade	Canaccord Genuity	Hold → Buy	$124 → $132
Mar-03-23	Upgrade	Evercore ISI	In-line → Outperform	$130
Feb-03-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$120 → $130
Nov-14-22	Downgrade	Evercore ISI	Outperform → In-line	$140 → $130
Oct-11-22	Initiated	UBS	Buy	$136
Sep-26-22	Initiated	Wells Fargo	Equal Weight	$110
Jun-06-22	Resumed	Jefferies	Buy	$126 → $112

Show Previous Ratings

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May-08-25 08:30AM	Neurocrine Biosciences Announces New Results from Exploratory Analyses of the Phase 3 CAHtalyst Pediatric Study Demonstrating CRENESSITY Reduces Glucocorticoid Dosing While Maintaining or Improving Androstenedione Across Patient Subgroups (PR Newswire)
May-07-25 03:34AM	Why Neurocrine Biosciences, Inc. (NBIX) Skyrocketed On Tuesday (Insider Monkey)
May-06-25 04:40PM	Neurocrine Biosciences Surges On 'Surprising' Momentum For Its Newest Drug (Investor's Business Daily) +8.36%
04:01PM	Neurocrine Biosciences to Present at Upcoming Investor Conferences in May (PR Newswire)
08:36AM	Q1 2025 Neurocrine Biosciences Inc Earnings Call (Thomson Reuters StreetEvents)
08:30AM	Loading…
08:30AM	Neurocrine Biosciences and Carnie Wilson Team Up to Launch ConnectING with Carnie Awareness Campaign for People with Tardive Dyskinesia (PR Newswire)
06:20AM	Is SPDR S&P Biotech ETF (XBI) a Strong ETF Right Now? (Zacks)
03:05AM	Neurocrine Biosciences Inc (NBIX) Q1 2025 Earnings Call Highlights: Strong INGREZZA Sales and ... (GuruFocus.com)
May-05-25 08:33PM	Neurocrine Biosciences, Inc. (NBIX) Q1 2025 Earnings Call Transcript (Seeking Alpha)
05:30PM	Neurocrine (NBIX) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:10PM	Neurocrine Biosciences (NBIX) Q1 Earnings Miss Estimates (Zacks)
04:09PM	Neurocrine: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Neurocrine Biosciences Reports First Quarter 2025 Financial Results and Reaffirms 2025 Financial Guidance (PR Newswire)
08:30AM	Neurocrine Biosciences Announces New Survey Revealing Need for Routine Screening and Earlier Diagnosis for People Living with Tardive Dyskinesia (PR Newswire)
May-01-25 07:18AM	Neurocrine begins Phase III programme for schizophrenia treatment (Clinical Trials Arena)
Apr-30-25 11:43AM	Neurocrine Biosciences, Inc. (NBIX): Among Billionaire Cliff Asness' Stock Picks with Huge Upside Potential (Insider Monkey)
08:00AM	Neurocrine Biosciences Initiates Phase 3 Registrational Program for NBI-1117568 as Potential Treatment for Adults with Schizophrenia (PR Newswire)
Apr-29-25 10:01AM	Zoetis (ZTS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-28-25 10:00AM	Neurocrine Biosciences (NBIX) Q1 Earnings Preview: What's in the Cards? (Zacks)
Apr-24-25 04:05PM	Neurocrine Biosciences Publishes Analysis Showing Long-Term Efficacy and a Consistent Safety Profile of INGREZZA (valbenazine) Capsules in Older Adults with Tardive Dyskinesia in The Journal of Clinical Psychiatry (PR Newswire)
Apr-22-25 06:05PM	Neurocrine Biosciences: Valbenazine As Adjunctive Therapy Could Stage Comeback In 2025 (Seeking Alpha)
Apr-16-25 05:51PM	Neurocrine Biosciences: Recent Selloff Has Created A Potential Buying Opportunity (Seeking Alpha)
Apr-14-25 04:01PM	Neurocrine Biosciences Announces Conference Call and Webcast of First Quarter 2025 Financial Results (PR Newswire)
Apr-07-25 11:39AM	Implied Volatility Surging for Neurocrine Biosciences (NBIX) Stock Options (Zacks)
Apr-04-25 08:00AM	Neurocrine Biosciences Appoints Dr. Sanjay Keswani as Chief Medical Officer (PR Newswire) -7.03%
Mar-31-25 04:03PM	Impax Small Cap Fund Q4 2024 Commentary (Seeking Alpha)
08:30AM	Neurocrine Biosciences Presents Real-World Data on Therapeutic Dose Attainment and Dosing Trends of VMAT2 Inhibitors in Patients With Tardive Dyskinesia (PR Newswire)
Mar-28-25 03:59PM	Baird Q4 2024 Small/Mid Cap Growth Equity Commentary (Seeking Alpha)
Mar-27-25 07:30AM	Franklin Biotechnology Discovery Fund Q4 2024 Commentary (SeekingAlpha)
Mar-26-25 07:00PM	Neurocrine Biosciences: A Smart Biotech Bet With Blockbuster Potential (Motley Fool)
Mar-25-25 06:20AM	Is Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) a Strong ETF Right Now? (Zacks)
Mar-20-25 01:45PM	Neurocrine Biosciences debuts new data for effectiveness of Ingrezza (Clinical Trials Arena)
09:05AM	Invesco Health Care Fund Q4 2024 Commentary (SeekingAlpha)
08:30AM	Neurocrine Biosciences Presents 48-Week Remission Data on Treatment of Tardive Dyskinesia With INGREZZA (valbenazine) Capsules (PR Newswire)
Mar-18-25 05:15AM	Neurocrine Biosciences (NBIX): Among the Best Biotech Stocks to Buy According to Billionaires (Insider Monkey)
Mar-17-25 08:30AM	Neurocrine Biosciences Presents New KINECT-HD Data Showing Significant Reduction in Chorea Across Body Regions With INGREZZA (valbenazine) Capsules (PR Newswire)
Mar-14-25 05:30AM	Big Pharma Walked Away From Mental Health. Why Some Are Coming Back. (The Wall Street Journal)
Mar-11-25 04:01PM	Neurocrine Biosciences to Present at the Stifel 2025 Virtual CNS Forum (PR Newswire)
Mar-06-25 07:26AM	Neurocrine Biosciences initiates trial of VMAT2 inhibitor in healthy adults (Clinical Trials Arena)
Mar-05-25 08:30AM	Neurocrine Biosciences Announces Initiation of Phase 1 Clinical Study Evaluating NBI-1140675, a Second-Generation VMAT2 Inhibitor, in Healthy Adults (PR Newswire)
Feb-27-25 04:05PM	Neurocrine Biosciences Reports Patient-Reported Outcome Data from KINECT-PRO Study for INGREZZA (valbenazine) Capsules in Tardive Dyskinesia: Significant and Clinically Meaningful Improvements in Functionality and Quality of Life Measures (PR Newswire)
Feb-25-25 04:01PM	Neurocrine Biosciences to Present at Upcoming Investor Conferences in March (PR Newswire)
Feb-21-25 03:11PM	Is Neurocrine Biosciences (NBIX) One of the Best Fast Growth Stock to Buy Right Now? (Insider Monkey)
08:00AM	Neurocrine Biosciences Board of Directors Authorizes $500 Million Share Repurchase Program (PR Newswire)
Feb-18-25 04:08PM	Neurocrine (NBIX): Among Top Insider Stock Buys And Sells In January (Insider Monkey)
Feb-10-25 06:18PM	Why Neurocrine Biosciences Stock Sank Today (Motley Fool)
08:32AM	Why Neurocrine Biosciences Inc. (NBIX) Crashed Last Week (Insider Monkey)
Feb-08-25 11:01AM	Here's Why Neurocrine Biosciences Inc. (NBIX) Crashed on Friday (Insider Monkey)
Feb-07-25 04:43PM	Neurocrine Crumbles On Lackluster Guidance For Its Bread-And-Butter Drug (Investor's Business Daily) -18.53%
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01:05PM	Why Is Neurocrine Biosciences Stock Trading Lower On Friday? (Benzinga)
08:15AM	Q4 2024 Neurocrine Biosciences Inc Earnings Call (Thomson Reuters StreetEvents)
02:23AM	Neurocrine Biosciences Inc (NBIX) Q4 2024 Earnings Call Highlights: Record INGREZZA Growth and ... (GuruFocus.com)
Feb-06-25 05:15PM	Neurocrine Biosciences (NBIX) Q4 Earnings and Revenues Lag Estimates (Zacks)
04:27PM	Neurocrine: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Neurocrine Biosciences Reports Fourth Quarter and Fiscal 2024 Financial Results and Provides Financial Expectations for 2025 (PR Newswire)
Feb-04-25 12:47PM	Neurocrine Biosciences, Inc. (NBIX): Among the Best Low Risk High Growth Stocks To Invest In Now (Insider Monkey)
09:15AM	Neurocrine (NBIX) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Jan-30-25 04:01PM	Neurocrine Biosciences Announces Conference Call and Webcast of Fourth Quarter and Year-End 2024 Financial Results (PR Newswire)
Jan-29-25 10:01AM	Neurocrine Biosciences (NBIX) Earnings Expected to Grow: What to Know Ahead of Q4 Release (Zacks)
Jan-28-25 10:24AM	Neurocrine Obtains Exclusive Rights For Depression Drug, Takeda Reacquires Japan Rights (Benzinga)
08:30AM	Neurocrine Biosciences Announces Initiation of Phase 3 Registrational Program for Osavampator as an Adjunctive Therapy for the Treatment of Major Depressive Disorder in Adults (PR Newswire)
Jan-27-25 04:05PM	Neurocrine Biosciences Announces Amendment to Strategic Collaboration with Takeda to Develop and Commercialize Osavampator (formerly NBI-1065845/TAK-653) (PR Newswire)
Jan-23-25 04:05PM	Andrew Ratz, Ph.D., Joins Neurocrine Biosciences as Senior Vice President of Drug Development, Delivery and Device (PR Newswire)
Jan-21-25 04:05PM	Neurocrine Biosciences Announces Classic Congenital Adrenal Hyperplasia Supplement Published Today in The Journal of Clinical Endocrinology & Metabolism (PR Newswire)
Jan-08-25 08:30AM	Neurocrine Biosciences Announces Publication on Traditional Glucocorticoid Treatment in Classic Congenital Adrenal Hyperplasia in Expert Review of Endocrinology and Metabolism (PR Newswire)
08:30AM	Neurocrine Biosciences Announces Publication on Traditional Glucocorticoid Treatment in Classic Congenital Adrenal Hyperplasia in Expert Review of Endocrinology & Metabolism (PR Newswire)
Jan-06-25 04:01PM	Neurocrine Biosciences to Present at the 43rd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Dec-24-24 03:23PM	Neurocrine Biosciences Stock Sees RS Rating Upgrade (Investor's Business Daily)
Dec-20-24 08:00AM	Neurocrine Biosciences Announces Commercial Availability of CRENESSITY (crinecerfont) for Children and Adults With Classic Congenital Adrenal Hyperplasia (PR Newswire)
Dec-16-24 04:10PM	Neurocrine Jumps After Snagging FDA Approval For A First-In-Decades Drug (Investor's Business Daily) +5.01%
09:10AM	Neurocrine's Drug Gains FDA Nod As First Targeted Treatment For Certain Type Of Inherited Disorder, Analyst Highlights Blockbuster Potential (Benzinga)
Dec-13-24 07:00PM	Neurocrine Wins FDA Approval For Genetic Disorder Drug (Investor's Business Daily)
06:55PM	Neurocrine Biosciences Announces FDA Approval of CRENESSITY (crinecerfont), a First-in-Class Treatment for Children and Adults With Classic Congenital Adrenal Hyperplasia (PR Newswire)

Neurocrine Biosciences, Inc. is a neuroscience-focused, biopharmaceutical company, which engages in the research and development, commercialization, and sale of pharmaceuticals for the treatment of neurological, neuroendocrine, and neuropsychiatric disorders. Its portfolio of products includes treatments for tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia (CAH), and endometriosis and uterine fibroids. The company was founded by Kevin C. Gorman and Wylie W. Vale in January 1992 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GORMAN KEVIN CHARLES	Director	May 27 '25	Sale	120.38	9,613	1,157,211	514,596	May 29 06:15 PM
KEVIN CHARLES GORMAN	Director	May 27 '25	Proposed Sale	120.18	9,613	1,155,290		May 27 04:38 PM
RASTETTER WILLIAM H	Director	May 22 '25	Option Exercise	0.00	2,869	0	40,360	May 22 06:15 PM
POON CHRISTINE A	Director	May 22 '25	Option Exercise	0.00	1,435	0	1,435	May 22 05:32 PM
Sharp Shalini	Director	May 22 '25	Option Exercise	0.00	1,435	0	2,429	May 22 05:28 PM
SHERWIN STEPHEN A	Director	May 22 '25	Option Exercise	0.00	2,869	0	13,542	May 22 05:26 PM
POPS RICHARD F	Director	May 22 '25	Option Exercise	0.00	2,869	0	34,480	May 22 05:23 PM
MORROW GEORGE J	Director	May 22 '25	Option Exercise	0.00	2,869	0	7,068	May 22 05:20 PM
LYONS GARY A	Director	May 22 '25	Option Exercise	0.00	1,435	0	120,482	May 22 05:18 PM
Norwalk Leslie V	Director	May 22 '25	Option Exercise	0.00	1,435	0	2,429	May 22 05:14 PM
Mercier Johanna	Director	May 22 '25	Option Exercise	0.00	1,435	0	3,535	May 22 05:12 PM
Cooke Julie	Chief Human Resources Officer	May 16 '25	Option Exercise	61.82	6,468	399,852	26,858	May 20 04:43 PM
RASTETTER WILLIAM H	Director	May 05 '25	Option Exercise	42.76	30,000	1,282,800	67,491	May 07 07:05 PM
RASTETTER WILLIAM H	Director	May 05 '25	Sale	110.20	30,000	3,305,952	37,491	May 07 07:05 PM
WILLIAM H. RASTETTER	Officer	May 05 '25	Proposed Sale	109.68	30,000	3,290,400		May 05 04:40 PM
Cooke Julie	Chief Human Resources Officer	Feb 13 '25	Option Exercise	0.00	2,910	0	20,945	Feb 14 07:13 PM
Cooke Julie	Chief Human Resources Officer	Feb 13 '25	Sale	116.78	1,551	181,129	19,544	Feb 14 07:13 PM
GORMAN KEVIN CHARLES	Director	Feb 13 '25	Option Exercise	0.00	10,979	0	527,221	Feb 14 06:57 PM
GORMAN KEVIN CHARLES	Director	Feb 13 '25	Sale	116.69	5,844	681,914	521,618	Feb 14 06:57 PM
SHERWIN STEPHEN A	Director	Feb 13 '25	Sale	116.69	13,831	1,613,923	10,673	Feb 14 06:49 PM
ROBERTS EIRY	Chief Medical Officer	Feb 13 '25	Option Exercise	0.00	4,605	0	36,140	Feb 14 06:42 PM
ROBERTS EIRY	Chief Medical Officer	Feb 13 '25	Sale	116.85	1,718	200,742	34,252	Feb 14 06:42 PM
ROBERTS EIRY	Chief Medical Officer	Feb 14 '25	Sale	115.04	500	57,521	35,640	Feb 14 06:42 PM
Onyia Jude	Chief Scientific Officer	Feb 13 '25	Option Exercise	0.00	5,407	0	19,536	Feb 14 06:35 PM
Onyia Jude	Chief Scientific Officer	Feb 13 '25	Sale	116.79	2,879	336,239	16,846	Feb 14 06:35 PM
Lippoldt Darin	Chief Legal Officer	Feb 13 '25	Option Exercise	0.00	4,100	0	44,491	Feb 14 06:26 PM
Lippoldt Darin	Chief Legal Officer	Feb 13 '25	Sale	116.75	2,184	254,992	42,474	Feb 14 06:26 PM
Gano Kyle	Chief Executive Officer	Feb 13 '25	Option Exercise	0.00	4,807	0	141,113	Feb 14 06:20 PM
Gano Kyle	Chief Executive Officer	Feb 13 '25	Sale	116.85	2,558	298,908	138,872	Feb 14 06:20 PM
Delaet Ingrid	Chief Regulatory Officer	Feb 13 '25	Option Exercise	0.00	2,759	0	5,485	Feb 14 06:13 PM
Delaet Ingrid	Chief Regulatory Officer	Feb 13 '25	Sale	116.71	1,471	171,674	4,084	Feb 14 06:13 PM
Boyer David W.	Chief Corp. Affairs Officer	Feb 13 '25	Option Exercise	0.00	3,352	0	4,395	Feb 14 06:08 PM
Boyer David W.	Chief Corp. Affairs Officer	Feb 13 '25	Sale	116.74	1,785	208,387	2,854	Feb 14 06:08 PM
BENEVICH ERIC	Chief Commercial Officer	Feb 13 '25	Option Exercise	0.00	4,044	0	45,745	Feb 14 06:03 PM
BENEVICH ERIC	Chief Commercial Officer	Feb 13 '25	Sale	116.73	2,154	251,428	43,784	Feb 14 06:03 PM
ABERNETHY MATT	Chief Financial Officer	Feb 13 '25	Option Exercise	0.00	4,807	0	37,016	Feb 14 06:00 PM
ABERNETHY MATT	Chief Financial Officer	Feb 13 '25	Sale	116.86	2,558	298,923	34,775	Feb 14 06:00 PM
EIRY WYN ROBERTS	Officer	Feb 14 '25	Proposed Sale	115.04	500	57,521		Feb 14 04:12 PM
STEPHEN A SHERWIN	Director	Feb 13 '25	Proposed Sale	117.18	13,831	1,620,717		Feb 13 04:38 PM
MATTHEW ABERNETHY	Officer	Feb 13 '25	Proposed Sale	117.18	1,352	158,427		Feb 13 04:38 PM
MATTHEW C ABERNETHY	Officer	Feb 13 '25	Proposed Sale	117.18	1,206	141,319		Feb 13 04:37 PM
KEVIN CHARLES GORMAN	Director	Feb 13 '25	Proposed Sale	117.18	3,012	352,946		Feb 13 04:37 PM
KYLE W GANO	Officer	Feb 13 '25	Proposed Sale	117.18	1,206	141,319		Feb 13 04:37 PM
JULIE SMITH COOKE	Officer	Feb 13 '25	Proposed Sale	117.18	755	88,471		Feb 13 04:37 PM
ERIC S BENEVICH	Officer	Feb 13 '25	Proposed Sale	117.18	1,056	123,742		Feb 13 04:36 PM
JUDE ONYIA	Officer	Feb 13 '25	Proposed Sale	117.18	1,447	169,559		Feb 13 04:36 PM
INGRID DELAET	Officer	Feb 13 '25	Proposed Sale	117.18	755	88,471		Feb 13 04:36 PM
DAVID WARREN BOYER	Officer	Feb 13 '25	Proposed Sale	117.18	830	97,259		Feb 13 04:35 PM
DARIN LIPPOLDT	Officer	Feb 13 '25	Proposed Sale	117.18	1,086	127,257		Feb 13 04:35 PM
EIRY WYN ROBERTS	Officer	Feb 13 '25	Proposed Sale	117.18	604	70,777		Feb 13 04:35 PM
EIRY ROBERTS	Officer	Feb 13 '25	Proposed Sale	117.18	1,114	130,539		Feb 13 04:34 PM
DARIN LIPPOLDT	Officer	Feb 13 '25	Proposed Sale	117.18	1,098	128,664		Feb 13 04:34 PM
ERIC BENEVICH	Officer	Feb 13 '25	Proposed Sale	117.18	1,098	128,664		Feb 13 04:34 PM
JUDE ONYIA	Officer	Feb 13 '25	Proposed Sale	117.18	1,432	167,802		Feb 13 04:34 PM
INGRID DELAET	Officer	Feb 13 '25	Proposed Sale	117.18	716	83,901		Feb 13 04:33 PM
DAVID WARREN BOYER	Officer	Feb 13 '25	Proposed Sale	117.18	955	111,907		Feb 13 04:33 PM
JULIE COOKE	Officer	Feb 13 '25	Proposed Sale	117.18	796	93,275		Feb 13 04:33 PM
KYLE GANO	Officer	Feb 13 '25	Proposed Sale	117.18	1,352	158,427		Feb 13 04:32 PM
Kevin Charles Gorman	Director	Feb 13 '25	Proposed Sale	117.18	2,832	331,854		Feb 13 04:31 PM
Cooke Julie	Chief Human Resources Officer	Feb 08 '25	Option Exercise	0.00	1,329	0	19,531	Feb 12 07:00 PM
Cooke Julie	Chief Human Resources Officer	Feb 10 '25	Sale	118.28	700	82,792	18,831	Feb 12 07:00 PM
GORMAN KEVIN CHARLES	Director	Feb 08 '25	Option Exercise	0.00	4,318	0	521,348	Feb 12 06:56 PM
GORMAN KEVIN CHARLES	Director	Feb 10 '25	Sale	118.37	2,274	269,167	519,074	Feb 12 06:56 PM
ROBERTS EIRY	Chief Medical Officer	Feb 08 '25	Option Exercise	0.00	1,860	0	34,233	Feb 12 06:52 PM
ROBERTS EIRY	Chief Medical Officer	Feb 10 '25	Sale	118.22	980	115,853	33,253	Feb 12 06:52 PM
Lippoldt Darin	Chief Legal Officer	Feb 08 '25	Option Exercise	0.00	1,727	0	42,590	Feb 12 06:49 PM
Lippoldt Darin	Chief Legal Officer	Feb 10 '25	Sale	118.25	911	107,727	41,679	Feb 12 06:49 PM
Gano Kyle	Chief Executive Officer	Feb 08 '25	Option Exercise	0.00	1,860	0	138,638	Feb 12 06:48 PM
Gano Kyle	Chief Executive Officer	Feb 10 '25	Sale	118.39	980	116,020	137,658	Feb 12 06:48 PM
Boyer David W.	Chief Corp. Affairs Officer	Feb 08 '25	Option Exercise	0.00	1,329	0	2,698	Feb 12 06:46 PM
Boyer David W.	Chief Corp. Affairs Officer	Feb 10 '25	Sale	118.31	700	82,820	1,998	Feb 12 06:46 PM
BENEVICH ERIC	Chief Commercial Officer	Feb 08 '25	Option Exercise	0.00	1,860	0	43,779	Feb 12 06:44 PM
BENEVICH ERIC	Chief Commercial Officer	Feb 10 '25	Sale	118.31	980	115,940	42,799	Feb 12 06:44 PM
ABERNETHY MATT	Chief Financial Officer	Feb 08 '25	Option Exercise	0.00	1,860	0	34,541	Feb 12 06:41 PM
ABERNETHY MATT	Chief Financial Officer	Feb 10 '25	Sale	118.27	980	115,909	33,561	Feb 12 06:41 PM
KYLE W GANO	Officer	Feb 10 '25	Proposed Sale	122.62	980	120,168		Feb 10 04:33 PM
JULIE SMITH COOKE	Officer	Feb 10 '25	Proposed Sale	122.62	700	85,834		Feb 10 04:33 PM
DAVID WARREN BOYER	Officer	Feb 10 '25	Proposed Sale	122.62	700	85,834		Feb 10 04:33 PM
ERIC BENEVICH	Officer	Feb 10 '25	Proposed Sale	122.62	980	120,168		Feb 10 04:32 PM
KEVIN CHARLES GORMAN	Director	Feb 10 '25	Proposed Sale	122.62	2,274	278,838		Feb 10 04:32 PM
DARIN LIPPOLDT	Officer	Feb 10 '25	Proposed Sale	122.62	911	111,707		Feb 10 04:32 PM
EIRY WYN ROBERTS	Officer	Feb 10 '25	Proposed Sale	122.62	980	120,168		Feb 10 04:31 PM
MATTHEW C ABERNETHY	Officer	Feb 10 '25	Proposed Sale	122.62	980	120,168		Feb 10 04:30 PM
Cooke Julie	Chief Human Resources Officer	Jan 31 '25	Option Exercise	0.00	1,740	0	19,942	Feb 04 06:05 PM
Cooke Julie	Chief Human Resources Officer	Jan 31 '25	Sale	152.89	1,740	266,025	18,202	Feb 04 06:05 PM
GORMAN KEVIN CHARLES	Director	Jan 31 '25	Option Exercise	0.00	5,141	0	519,737	Feb 04 05:58 PM
GORMAN KEVIN CHARLES	Director	Jan 31 '25	Sale	152.92	2,707	413,967	517,030	Feb 04 05:58 PM
ROBERTS EIRY	Chief Medical Officer	Jan 31 '25	Option Exercise	0.00	2,769	0	33,830	Feb 04 05:54 PM
ROBERTS EIRY	Chief Medical Officer	Jan 31 '25	Sale	152.80	1,457	222,636	32,373	Feb 04 05:54 PM
Onyia Jude	Chief Scientific Officer	Jan 31 '25	Option Exercise	0.00	238	0	15,687	Feb 04 05:51 PM
Onyia Jude	Chief Scientific Officer	Jan 31 '25	Sale	152.97	126	19,274	15,561	Feb 04 05:51 PM
Lippoldt Darin	Chief Legal Officer	Jan 31 '25	Option Exercise	0.00	2,373	0	42,113	Feb 04 05:49 PM
Lippoldt Darin	Chief Legal Officer	Jan 31 '25	Sale	152.91	1,250	191,133	40,863	Feb 04 05:49 PM
Gano Kyle	Chief Executive Officer	Jan 31 '25	Option Exercise	0.00	2,927	0	138,319	Feb 04 05:47 PM
Gano Kyle	Chief Executive Officer	Jan 31 '25	Sale	152.87	1,541	235,577	136,778	Feb 04 05:47 PM
Delaet Ingrid	Chief Regulatory Officer	Jan 31 '25	Option Exercise	0.00	801	0	3,308	Feb 04 05:45 PM
Delaet Ingrid	Chief Regulatory Officer	Feb 03 '25	Option Exercise	0.00	1,179	0	4,065	Feb 04 05:45 PM
Delaet Ingrid	Chief Regulatory Officer	Feb 03 '25	Sale	149.29	623	93,008	3,442	Feb 04 05:45 PM
Delaet Ingrid	Chief Regulatory Officer	Jan 31 '25	Sale	153.05	422	64,587	2,886	Feb 04 05:45 PM
Boyer David W.	Chief Corp. Affairs Officer	Jan 31 '25	Option Exercise	0.00	2,096	0	2,473	Feb 04 05:42 PM

JCI Johnson Controls International plc daily Stock Chart

Peers: ETN HON TT GE EMR IR MMM ITW DOV ROK

| Held by: VTI VOO SPY IVV VO VTV XLI VYM VOE GRID

Index	S&P 500	P/E	28.17	EPS (ttm)	3.75	Insider Own	0.33%	Shs Outstand	658.05M	Perf Week	2.20%
Market Cap	69.50B	Forward P/E	24.88	EPS next Y	4.25	Insider Trans	-45.63%	Shs Float	655.90M	Perf Month	3.41%
Enterprise Value	81.13B	PEG	2.79	EPS next Q	1.01	Inst Own	92.14%	Short Float	1.24%	Perf Quarter	32.54%
Income	2.50B	P/S	2.83	EPS this Y	-1.68%	Inst Trans	-0.23%	Short Ratio	1.72	Perf Half Y	30.41%
Sales	24.58B	P/B	4.40	EPS next Y	17.35%	ROA	5.47%	Short Interest	8.15M	Perf YTD	33.81%
Book/sh	24.02	P/C	86.66	EPS next 5Y	10.10%	ROE	14.92%	52W High	105.89 -0.25%	Perf Year	60.25%
Cash/sh	1.22	P/FCF	23.85	EPS past 3/5Y	3.57% 36.00%	ROIC	10.05%	52W Low	64.31 64.24%	Perf 3Y	122.78%
Dividend Est.	1.46 (1.38%)	EV/EBITDA	18.99	Sales past 3/5Y	-1.02% -0.86%	Gross Margin	35.60%	Volatility	1.20% 1.55%	Perf 5Y	203.59%
Dividend TTM	1.48 (1.40%)	EV/Sales	3.30	EPS Y/Y TTM	51.56%	Oper. Margin	14.10%	ATR (14)	1.81	Perf 10Y	183.22%
Dividend Ex-Date	Jun 23, 2025	Quick Ratio	0.79	Sales Y/Y TTM	-8.39%	Profit Margin	10.19%	RSI (14)	69.44	Recom	1.88
Dividend Gr. 3/5Y	11.42% 7.31%	Current Ratio	0.94	EPS Q/Q	277.25%	SMA20	2.31%	Beta	1.33	Target Price	104.74
Payout	58.68%	Debt/Eq	0.71	Sales Q/Q	-15.27%	SMA50	10.39%	Rel Volume	1.08	Prev Close	105.07
Employees	94000	LT Debt/Eq	0.58	Earnings	May 07 BMO	SMA200	25.64%	Avg Volume	4.73M	Price	105.62
IPO	Nov 14, 1967	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.10% 0.74%	Trades		Volume	5,090,821	Change	0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-20-25	Downgrade	Oppenheimer	Outperform → Perform
May-12-25	Upgrade	Deutsche Bank	Hold → Buy	$112
May-08-25	Upgrade	Vertical Research	Hold → Buy	$105
Feb-10-25	Upgrade	UBS	Neutral → Buy	$90 → $103
Jan-28-25	Downgrade	Melius	Buy → Hold	$95
Dec-20-24	Upgrade	Argus	Hold → Buy	$88
Nov-13-24	Resumed	UBS	Neutral	$72 → $90
Sep-10-24	Upgrade	BofA Securities	Neutral → Buy	$76 → $80
Sep-06-24	Initiated	Morgan Stanley	Overweight	$85
Aug-14-24	Upgrade	RBC Capital Mkts	Underperform → Sector Perform	$61 → $69
May-06-24	Downgrade	UBS	Buy → Neutral	$74 → $68
Feb-23-24	Downgrade	Mizuho	Buy → Neutral	$62
Feb-20-24	Downgrade	Argus	Buy → Hold
Jan-31-24	Downgrade	HSBC Securities	Buy → Hold	$60
Jan-31-24	Downgrade	Deutsche Bank	Buy → Hold	$65 → $60
Jan-12-24	Downgrade	RBC Capital Mkts	Sector Perform → Underperform	$54 → $50
Dec-13-23	Downgrade	Vertical Research	Buy → Hold	$55
Sep-27-23	Upgrade	HSBC Securities	Hold → Buy	$58 → $69
Jun-01-23	Downgrade	Barclays	Overweight → Equal Weight	$70
Dec-12-22	Downgrade	BofA Securities	Buy → Neutral	$85 → $72

Show Previous Ratings

Today 01:54PM	Buybacks Galore: Repurchases From the Oval Office to Olive Garden (MarketBeat)
07:00AM	Fords head of manufacturing transforming culture one bus tour at a time (Automotive News)
Jun-28-25 01:26AM	Johnson Controls International (JCI) Outperformed in 2025 Amid Rising Demand for Energy Efficiency (Insider Monkey)
Jun-24-25 04:53PM	Top Analyst Reports for JPMorgan, Novartis & AT&T (Zacks)
08:18AM	Johnson Controls relaunches Connected Sprinkler service (Facilities Dive)
09:00AM	Loading…
Jun-23-25 09:00AM	Sensormatic Solutions Adds Machine Learning to Shrink Analyzer to Accelerate Loss Prevention Results (Business Wire)
Jun-16-25 11:24AM	Johnson Controls Authorizes $9B Worth of Share Buyback Program (Zacks)
06:20AM	Should You Invest in the SPDR S&P Homebuilders ETF (XHB)? (Zacks)
Jun-13-25 04:15PM	Johnson Controls Announces $9 Billion Increase to Share Repurchase Program (PR Newswire)
Jun-11-25 08:45AM	Johnson Controls Announces Quarterly Dividend (PR Newswire)
04:36AM	JCI Q1 Earnings Call: New Leadership Emphasizes Operational Efficiency and Strategic Refocus (StockStory)
Jun-10-25 11:03AM	Johnson Controls Heat Pumps: Boosting Customer Success by Driving Down Costs and Carbon (PR Newswire)
Jun-09-25 03:03PM	Jim Cramer on Johnson Controls (JCI): "Stock's Been Strong Now for Ages" (Insider Monkey)
Jun-03-25 11:35PM	Commercial Building Products Stocks Q1 Recap: Benchmarking Johnson Controls (NYSE:JCI) (StockStory)
Jun-02-25 06:20AM	Is First Trust Value Line Dividend ETF (FVD) a Strong ETF Right Now? (Zacks)
08:43PM	Loading…
May-27-25 08:43PM	Analyst Report: Johnson Controls International plc (Morningstar Research)
May-21-25 06:20AM	Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)? (Zacks)
May-13-25 06:02AM	Samsung in Talks to Buy FläktGroup in $1.5 Billion-Plus Deal (Bloomberg)
May-10-25 06:14PM	3 "Top Picks" From Wall Street That Are Magnificent Buys Right Now (Motley Fool)
May-08-25 11:28AM	Analyst Report: Johnson Controls International plc (Morningstar Research)
03:11AM	Johnson Controls International PLC (JCI) Q2 2025 Earnings Call Highlights: Strong Growth and ... (GuruFocus.com)
May-07-25 05:25PM	Analyst Report: Johnson Controls International plc (Morningstar Research)
03:25PM	Johnson Controls rises on quarterly results, upbeat outlook (Seeking Alpha)
12:34PM	Johnson controls raises full-year EPS guidance to $3.60 amid strong backlog and operational efficiency (Seeking Alpha)
12:33PM	Johnson Controls International plc (JCI) Q2 2025 Earnings Call Transcript (Seeking Alpha)
11:39AM	Johnson Controls Q2 Earnings & Revenues Top Estimates, Increase Y/Y (Zacks)
11:35AM	2024 Total Dividend Income And Portfolio Update (Seeking Alpha)
09:30AM	Compared to Estimates, Johnson Controls (JCI) Q2 Earnings: A Look at Key Metrics (Zacks)
06:55AM	Johnson Controls Reports Strong Q2 Results; Raises FY25 Guidance (PR Newswire)
06:41AM	How campus investments in digital buildings can fund future sustainability projects (Facilities Dive)
10:48AM	Loading…
May-06-25 10:48AM	Sensormatic Solutions offers all-inclusive solutions and services that connect source to store, simplifying retail operations and enhancing shopper experiences (Business Wire)
May-05-25 11:02AM	Johnson Controls Gears Up to Report Q2 Earnings: What to Expect? (Zacks)
May-02-25 09:15AM	Countdown to Johnson Controls (JCI) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
May-01-25 08:30AM	Johnson Controls Celebrates 140 years of Innovation and Leadership (PR Newswire)
Apr-30-25 09:35PM	ClearBridge Growth Fund Q1 2025 Commentary (Seeking Alpha)
Apr-29-25 09:30PM	Franklin Mutual Beacon Fund Q1 2025 Commentary (Seeking Alpha)
08:26PM	Analyst Report: Johnson Controls International plc (Morningstar Research)
Apr-28-25 10:39AM	CARR Set to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
09:32AM	Parker-Hannifin Gears Up to Post Q3 Earnings: Is a Beat in Store? (Zacks)
08:45AM	Johnson Controls Announces Participation in Upcoming Investor Conferences (PR Newswire)
Apr-27-25 01:13PM	1 Profitable Stock Worth Your Attention and 2 to Question (StockStory)
Apr-24-25 11:54PM	Johnson Controls International plc (JCI): Among the Growing Dividend Stocks with Low PE Ratios (Insider Monkey)
07:55PM	Johnson Controls International: Greater Focus, Better Performance (Seeking Alpha)
01:51PM	Johnson Controls Q2 Preview: Performance Depends On The Economy (Seeking Alpha)
Apr-18-25 07:15AM	Johnson Controls, FM:Systems energy technologies can provide 155% ROI: Forrester (Facilities Dive)
Apr-16-25 09:00AM	New Study Finds Johnson Controls OpenBlue Smart Building Platform Drives Efficiency and Cost Savings for Customers (PR Newswire)
08:54AM	Dodge & Cox International Stock Fund Q1 2025 Shareholder Letter (Seeking Alpha)
05:55AM	Dodge & Cox Stock Fund Q1 2025 Shareholder Letter (Seeking Alpha)
Apr-15-25 06:05PM	Elliott Builds Over $1.5 Billion Stake in HP Enterprise (Bloomberg)
06:20AM	Should You Invest in the SPDR S&P Homebuilders ETF (XHB)? (Zacks)
05:08AM	3 Reasons to Avoid JCI and 1 Stock to Buy Instead (StockStory)
Apr-11-25 08:50AM	Why Investors Need to Take Advantage of These 2 Construction Stocks Now (Zacks)
Apr-09-25 08:45AM	Johnson Controls Announces Second Quarter 2025 Earnings Conference Call Webcast (PR Newswire) +10.81%
Apr-08-25 05:00AM	Top 5 Dividend Stocks To Weather The Storm (Seeking Alpha)
Apr-06-25 08:34PM	Analyst Report: Johnson Controls International plc (Morningstar Research)
Apr-04-25 08:23PM	Analyst Report: Johnson Controls International plc (Morningstar Research) -7.16%
Apr-01-25 06:37AM	Johnson Controls, FM:Systems aim for faster asset alarm response (Facilities Dive)
Mar-28-25 05:24PM	Is Johnson Controls International (JCI) the Best ADR Stock to Buy According to Hedge Funds? (Insider Monkey)
Mar-27-25 10:34AM	Johnson Controls International plc (JCI): Among Dividend Zombies to Invest in (InsiderMonkey)
Mar-22-25 11:00AM	Investors To Focus On PCE Price Index Print As Cintas, Lululemon To Report Earnings (SeekingAlpha)
Mar-21-25 11:34AM	Here's Why You Should Consider Investing in Johnson Controls Now (Zacks)
Mar-20-25 09:20AM	Invesco American Franchise Fund Q4 2024 Commentary (SeekingAlpha)
05:10AM	3 Under-the-Radar Value AI Stocks With Market-Beating Potential (Motley Fool)
Mar-12-25 08:45AM	Johnson Controls Announces Quarterly Dividend (PR Newswire)
Mar-11-25 09:00AM	Ethisphere Names Johnson Controls as One of the World's Most Ethical Companies, Marking 18 Years on the List (PR Newswire)
Feb-28-25 04:07AM	Q4 Commercial Building Products Earnings: Janus (NYSE:JBI) Earns Top Marks (StockStory)
04:04AM	Q4 Earnings Recap: Johnson Controls (NYSE:JCI) Tops Commercial Building Products Stocks (StockStory)
Feb-10-25 01:45PM	Is Johnson Controls International PLC (JCI) the Best Environmental Stock to Buy? (Insider Monkey)
01:10PM	UBS upgrades Johnson Controls on new CEO, margin potential (Investing.com)
10:00AM	Johnson Controls Named Leading Thermal Management Provider for Data Centers by ABI Research (PR Newswire)
09:34AM	Amazon downgraded, Shopify upgraded: Wall Street's top analyst calls (The Fly)
Feb-07-25 10:11AM	Jim Cramer on Johnson Controls International plc (JCI): Good Stuff (Insider Monkey)
09:50AM	Johnson Controls price target raised to $93 from $86 at RBC Capital (TipRanks)
Feb-06-25 08:45AM	Johnson Controls to present at the Citi's 2025 Global Industrial Tech and Mobility Conference (PR Newswire)
08:45AM	Johnson Controls to present at the Barclays 42nd Annual Industrial Select Conference (PR Newswire)
02:08AM	Johnson Controls International PLC (JCI) Q1 2025 Earnings Call Highlights: Robust Growth and ... (GuruFocus.com)
Feb-05-25 10:55PM	Why Johnson Controls International PLC (JCI) Went Up on Wednesday (Insider Monkey) +11.28%
05:27PM	Analyst Report: Johnson Controls International plc (Morningstar Research)
04:59PM	This Cooling Stock Heated Up After Earnings. Google Helped. (Barrons.com)
01:14PM	Johnson Controls (JCI) Stock Trades Up, Here Is Why (StockStory)
01:05PM	Johnson Controls Stock Soars 12.2%--AI Data Centers Are Fueling the Surge (GuruFocus.com)
12:00PM	Johnson Controls International Plc (JCI) Q1 2025 Earnings Call Transcript (Motley Fool)
12:00PM	Johnson Controls (JCI) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
11:22AM	Johnson Controls Stock Leads S&P Gainers on New CEO, Solid Q1 Results (Investopedia)
10:57AM	Why Johnson Controls (JCI) Stock Is Surging (Insider Monkey)
10:54AM	The Cooling Stock Heated Up After Earnings. Google Is Helping. (Barrons.com)
08:24AM	Johnson Controls lifts 2025 profit forecast, names new CEO (Reuters)
08:20AM	Johnson Controls Q1: Earnings Beat, Raised Annual EPS Outlook, New CEO & More (Benzinga)
07:50AM	Johnson Controlss (NYSE:JCI) Q4 Sales Top Estimates, Stock Soars (StockStory)
07:04AM	Johnson Controls: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:55AM	Johnson Controls Reports Strong Q1 Results; Raises FY25 Guidance (PR Newswire)
06:55AM	Johnson Controls Announces Joakim Weidemanis as Next CEO (PR Newswire)
Feb-04-25 08:03AM	Johnson Controls (JCI) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-03-25 09:16AM	Curious about Johnson Controls (JCI) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Jan-30-25 07:33AM	FM Technology Outlook: Will AI lead to efficiency gains in 2025? (Facilities Dive)
Jan-29-25 04:27PM	Johnson Controls International plc (JCI) Downgraded to Hold by Melius Research Amid Concerns Over AI Capital Expenditures and Valuation (Insider Monkey)
10:00AM	Johnson Controls (JCI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-28-25 01:39PM	Analyst Report: Johnson Controls International plc (Morningstar Research)
Jan-27-25 07:22PM	Analyst Report: Johnson Controls International plc (Morningstar Research) -5.56%
Jan-20-25 04:09AM	Johnson Controls (JCI): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)

Johnson Controls International Plc engages in the provision of building products, energy solutions, integrated infrastructure and next generation transportation systems. Its products and solutions include fire detection and suppression, security, HVAC equipment, building automation and controls, digital, industrial refrigeration, residential and smart home, retail, distributed energy storage, and batteries. The company was established in 1885 and is headquartered in Cork, Ireland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RATHNINDE ANURUDDHA	VP and President, APAC	Jun 06 '25	Sale	103.13	15,000	1,546,950	42,574	Jun 06 04:47 PM
ANURUDDHA WALAWWE RATHNINDERAT	Officer	Jun 06 '25	Proposed Sale	103.14	15,000	1,547,049		Jun 06 04:24 PM
MANNING NATHAN D	VP and President, Americas	Jun 02 '25	Sale	100.90	1,422	143,480	143,282	Jun 02 06:47 PM
NATHAN MANNING	Officer	Jun 02 '25	Proposed Sale	101.37	4,266	432,444		Jun 02 04:32 PM
Oliver George	Director	May 09 '25	Sale	91.70	100,000	9,170,000	904,305	May 12 07:18 PM
GEORGE R OLIVER SR.	Officer	May 09 '25	Proposed Sale	91.92	100,000	9,192,000		May 09 04:51 PM
Vandiepenbeeck Marc	EVP and CFO	May 08 '25	Option Exercise	43.58	23,028	1,003,510	175,962	May 08 06:38 PM
Vandiepenbeeck Marc	EVP and CFO	May 08 '25	Sale	90.92	28,289	2,572,168	147,673	May 08 06:38 PM
MARC VANDIEPENBEECK	Officer	May 08 '25	Proposed Sale	90.93	28,289	2,572,307		May 08 04:11 PM
MANNING NATHAN D	VP and President, Americas	May 01 '25	Sale	86.91	1,422	123,593	144,704	May 02 04:59 PM
MANNING NATHAN D	VP, President BSNA	Apr 01 '25	Sale	79.72	1,422	113,362	145,502	Apr 01 06:26 PM
Oliver George	Director	Mar 12 '25	Sale	79.49	184,331	14,653,001	1,019,562	Mar 14 02:36 PM
Oliver George	Director	Mar 14 '25	Sale	77.49	15,669	1,214,191	1,003,893	Mar 14 02:36 PM
GEORGE R OLIVER SR.	Officer	Mar 13 '25	Proposed Sale	77.50	15,669	1,214,272		Mar 13 04:09 PM
GEORGE R OLIVER SR.	Officer	Mar 12 '25	Proposed Sale	79.46	184,331	14,647,658		Mar 12 04:34 PM
MANNING NATHAN D	VP, President BSNA	Mar 03 '25	Sale	86.23	1,422	122,619	146,924	Mar 04 03:23 PM
GEORGE R OLIVER SR.	Officer	Feb 26 '25	Proposed Sale	85.96	49,476	4,252,986		Feb 26 04:26 PM
Oliver George	Chairman & CEO	Feb 25 '25	Option Exercise	45.69	129,263	5,906,026	1,333,156	Feb 26 04:24 PM
Oliver George	Chairman & CEO	Feb 24 '25	Option Exercise	45.69	75,000	3,426,750	1,278,893	Feb 26 04:24 PM
Oliver George	Chairman & CEO	Feb 26 '25	Option Exercise	45.69	49,476	2,260,558	1,253,369	Feb 26 04:24 PM
Oliver George	Chairman & CEO	Feb 25 '25	Sale	83.55	129,263	10,800,320	1,203,893	Feb 26 04:24 PM
Oliver George	Chairman & CEO	Feb 24 '25	Sale	83.89	75,000	6,291,750	1,203,893	Feb 26 04:24 PM
Oliver George	Chairman & CEO	Feb 26 '25	Sale	85.96	49,476	4,252,957	1,203,893	Feb 26 04:24 PM
GEORGE R OLIVER SR.	Officer	Feb 25 '25	Proposed Sale	83.90	54,263	4,552,666		Feb 25 04:28 PM
GEORGE R OLIVER SR.	Officer	Feb 24 '25	Proposed Sale	83.89	75,000	6,291,817		Feb 24 04:47 PM
Oliver George	Chairman & CEO	Feb 13 '25	Option Exercise	41.75	162,894	6,800,824	1,366,787	Feb 14 06:03 PM
Oliver George	Chairman & CEO	Feb 14 '25	Option Exercise	41.75	162,894	6,800,824	1,366,787	Feb 14 06:03 PM
Oliver George	Chairman & CEO	Feb 14 '25	Sale	89.28	162,894	14,542,845	1,203,893	Feb 14 06:03 PM
Oliver George	Chairman & CEO	Feb 13 '25	Sale	88.45	162,894	14,407,583	1,203,893	Feb 14 06:03 PM
GEORGE R OLIVER SR.	Officer	Feb 14 '25	Proposed Sale	89.29	162,894	14,544,218		Feb 14 04:20 PM
GEORGE R OLIVER SR.	Officer	Feb 13 '25	Proposed Sale	88.45	162,894	14,408,120		Feb 13 04:52 PM
Oliver George	Chairman & CEO	Feb 10 '25	Option Exercise	33.39	205,168	6,850,560	1,465,695	Feb 11 08:44 PM
Oliver George	Chairman & CEO	Feb 11 '25	Option Exercise	33.39	148,533	4,959,517	1,409,060	Feb 11 08:44 PM
Oliver George	Chairman & CEO	Feb 11 '25	Sale	89.13	205,167	18,287,436	1,203,893	Feb 11 08:44 PM
Oliver George	Chairman & CEO	Feb 10 '25	Sale	89.07	205,168	18,274,110	1,260,527	Feb 11 08:44 PM
GEORGE R OLIVER SR.	Officer	Feb 11 '25	Proposed Sale	89.16	205,167	18,292,690		Feb 11 04:41 PM
GEORGE R OLIVER SR.	Officer	Feb 10 '25	Proposed Sale	89.07	205,168	18,275,114		Feb 10 04:24 PM
MCCONEGHY DANIEL C	VP Chief Accounting & Tax Ofcr	Feb 06 '25	Sale	87.73	1,950	171,074	24,803	Feb 07 05:36 PM
Donofrio John	Exec VP & General Counsel	Feb 06 '25	Option Exercise	33.39	49,928	1,667,096	98,289	Feb 07 05:22 PM
Donofrio John	Exec VP & General Counsel	Feb 06 '25	Sale	87.15	69,746	6,078,364	28,543	Feb 07 05:22 PM
Oliver George	Chairman & CEO	Feb 06 '25	Option Exercise	37.36	205,168	7,665,076	1,465,695	Feb 07 05:15 PM
Oliver George	Chairman & CEO	Feb 07 '25	Option Exercise	35.94	205,168	7,373,452	1,465,695	Feb 07 05:15 PM
Oliver George	Chairman & CEO	Feb 07 '25	Sale	88.03	205,168	18,061,579	1,260,527	Feb 07 05:15 PM
Oliver George	Chairman & CEO	Feb 06 '25	Sale	86.17	205,168	17,680,279	1,260,527	Feb 07 05:15 PM
GEORGE R OLIVER SR.	Officer	Feb 07 '25	Proposed Sale	88.04	205,168	18,062,334		Feb 07 04:15 PM
JOHN DONOFRIO	Officer	Feb 06 '25	Proposed Sale	87.15	69,746	6,078,420		Feb 06 04:24 PM
DANIEL C MCCONEGHY	Officer	Feb 06 '25	Proposed Sale	87.73	1,950	171,068		Feb 06 04:23 PM
GEORGE R OLIVER SR.	Officer	Feb 06 '25	Proposed Sale	86.18	205,168	17,681,912		Feb 06 04:19 PM
MANNING NATHAN D	VP, President BSNA	Feb 03 '25	Sale	76.44	1,421	108,621	148,346	Feb 04 05:31 PM
NATHAN MANNING	Officer	Feb 03 '25	Proposed Sale	78.00	5,687	443,586		Feb 03 04:21 PM
Vandiepenbeeck Marc	EVP and CFO	Dec 20 '24	Sale	78.60	186	14,620	91,372	Dec 23 01:33 PM
Oliver George	Chairman & CEO	Dec 11 '24	Option Exercise	41.37	124,497	5,150,441	1,392,213	Dec 12 04:14 PM
Oliver George	Chairman & CEO	Dec 11 '24	Sale	83.25	124,497	10,363,892	1,267,716	Dec 12 04:14 PM
SULLIVAN MARLON	EVP and CHRO	Dec 11 '24	Sale	83.35	7,230	602,605	32,246	Dec 12 04:10 PM
MARLON SULLIVAN	Officer	Dec 11 '24	Proposed Sale	83.35	7,230	602,605		Dec 11 04:31 PM
GEORGE R OLIVER SR.	Officer	Dec 11 '24	Proposed Sale	83.25	124,497	10,363,902		Dec 11 04:14 PM
Oliver George	Chairman & CEO	Dec 10 '24	Option Exercise	41.73	124,497	5,195,260	1,392,213	Dec 10 06:25 PM
Oliver George	Chairman & CEO	Dec 10 '24	Sale	82.67	124,497	10,292,167	1,267,716	Dec 10 06:25 PM
GEORGE R OLIVER SR.	Officer	Dec 10 '24	Proposed Sale	82.67	124,497	10,291,818		Dec 10 05:20 PM
Vandiepenbeeck Marc	EVP and CFO	Dec 03 '24	Sale	83.64	186	15,557	93,027	Dec 04 05:01 PM
Oliver George	Chairman & CEO	Nov 22 '24	Option Exercise	34.82	170,430	5,934,373	1,337,422	Nov 25 06:46 PM
Oliver George	Chairman & CEO	Nov 25 '24	Option Exercise	34.82	10,304	358,785	1,177,296	Nov 25 06:46 PM
Oliver George	Chairman & CEO	Nov 22 '24	Sale	83.70	170,430	14,264,991	1,166,992	Nov 25 06:46 PM
Oliver George	Chairman & CEO	Nov 25 '24	Sale	84.14	10,304	866,979	1,166,992	Nov 25 06:46 PM
GEORGE R OLIVER SR.	Officer	Nov 25 '24	Proposed Sale	84.14	10,304	866,945		Nov 25 04:27 PM
GEORGE R OLIVER SR.	Officer	Nov 22 '24	Proposed Sale	83.70	170,430	14,264,701		Nov 22 04:46 PM
Oliver George	Chairman & CEO	Nov 20 '24	Option Exercise	34.82	224,152	7,804,973	1,391,144	Nov 21 06:52 PM
Oliver George	Chairman & CEO	Nov 21 '24	Option Exercise	34.82	69,382	2,415,881	1,236,374	Nov 21 06:52 PM
Oliver George	Chairman & CEO	Nov 20 '24	Sale	82.72	224,152	18,541,853	1,166,992	Nov 21 06:52 PM
Oliver George	Chairman & CEO	Nov 21 '24	Sale	84.40	69,382	5,855,841	1,166,992	Nov 21 06:52 PM
GEORGE R OLIVER SR.	Officer	Nov 21 '24	Proposed Sale	84.40	69,382	5,856,070		Nov 21 05:37 PM
Vandiepenbeeck Marc	EVP and CFO	Nov 20 '24	Sale	83.61	186	15,551	83,353	Nov 20 05:46 PM
GEORGE R OLIVER SR.	Officer	Nov 20 '24	Proposed Sale	82.72	224,152	18,542,190		Nov 20 04:21 PM
Oliver George	Chairman & CEO	Nov 15 '24	Option Exercise	41.86	110,616	4,630,386	1,355,233	Nov 18 02:34 PM
Oliver George	Chairman & CEO	Nov 15 '24	Sale	84.60	110,616	9,358,114	1,244,617	Nov 18 02:34 PM
Donofrio John	Exec VP & General Counsel	Nov 08 '24	Option Exercise	35.05	68,839	2,413,025	107,938	Nov 08 05:57 PM
Donofrio John	Exec VP & General Counsel	Nov 07 '24	Option Exercise	37.36	42,082	1,572,184	81,181	Nov 08 05:57 PM
Donofrio John	Exec VP & General Counsel	Nov 08 '24	Sale	83.70	68,839	5,761,842	39,099	Nov 08 05:57 PM
Donofrio John	Exec VP & General Counsel	Nov 07 '24	Sale	82.04	42,082	3,452,407	39,099	Nov 08 05:57 PM
JOHN DONOFRIO	Officer	Nov 08 '24	Proposed Sale	83.70	68,839	5,761,907		Nov 08 05:13 PM
JOHN DONOFRIO	Officer	Nov 07 '24	Proposed Sale	82.04	42,082	3,452,285		Nov 07 04:37 PM
Vandiepenbeeck Marc	EVP and CFO	Nov 04 '24	Sale	75.31	186	14,008	83,144	Nov 05 04:37 PM
MARC VANDIEPENBEECK	Officer	Nov 04 '24	Proposed Sale	75.50	744	56,172		Nov 04 04:24 PM
Vandiepenbeeck Marc	EVP and CFO	Oct 21 '24	Sale	77.47	186	14,409	83,330	Oct 21 05:35 PM
Oliver George	Chairman & CEO	Oct 15 '24	Option Exercise	41.86	110,615	4,630,344	1,354,366	Oct 16 04:37 PM
Oliver George	Chairman & CEO	Oct 15 '24	Sale	76.79	110,615	8,493,742	1,243,751	Oct 16 04:37 PM
Vandiepenbeeck Marc	EVP and CFO	Oct 03 '24	Sale	76.30	186	14,192	83,516	Oct 03 05:19 PM
MANNING NATHAN D	COO, Global Field Ops	Oct 01 '24	Sale	77.08	3,000	231,228	140,488	Oct 02 05:30 PM
Vandiepenbeeck Marc	EVP and CFO	Sep 20 '24	Sale	73.81	186	13,729	83,702	Sep 20 10:19 AM
Oliver George	Chairman & CEO	Sep 16 '24	Option Exercise	41.86	110,615	4,630,344	1,354,366	Sep 17 05:59 PM
Oliver George	Chairman & CEO	Sep 16 '24	Sale	72.67	110,615	8,038,215	1,243,751	Sep 17 05:59 PM
GEORGE R OLIVER SR.	Officer	Sep 16 '24	Proposed Sale	72.55	331,846	24,075,427		Sep 16 04:41 PM
Vandiepenbeeck Marc	EVP and CFO	Sep 03 '24	Sale	72.75	186	13,532	83,888	Sep 04 01:57 PM
MANNING NATHAN D	COO, Global Field Ops	Sep 03 '24	Sale	72.75	1,167	84,899	143,488	Sep 04 01:55 PM
NATHAN D MANNING	Officer	Sep 03 '24	Proposed Sale	72.85	4,167	303,566		Sep 03 04:20 PM
Vandiepenbeeck Marc	EVP and CFO	Aug 20 '24	Sale	70.50	186	13,113	84,074	Aug 20 04:48 PM
Donofrio John	Exec VP & General Counsel	Aug 19 '24	Sale	70.41	19,849	1,397,568	38,913	Aug 20 04:42 PM
JOHN DONOFRIO	Officer	Aug 19 '24	Proposed Sale	70.41	19,849	1,397,473		Aug 19 04:28 PM
Vandiepenbeeck Marc	EVP and CFO	Aug 05 '24	Sale	65.60	186	12,202	84,260	Aug 06 04:23 PM
MANNING NATHAN D	COO, Global Field Ops	Aug 01 '24	Sale	70.71	1,167	82,519	103,866	Aug 01 05:58 PM

Open in Screener

ZVRA

Zevra Therapeutics Inc

Jun 30 • 04:00PM ET

8.81

Dollar change -0.19
Percentage change -2.11	%

Healthcare • Biotechnology • USA • NASD

ZVRA Zevra Therapeutics Inc daily Stock Chart

Peers: VRTX GILD ALNY REGN BMRN IONS NBIX SRPT EXEL BLUE

| Held by: VTI IWM VXF IWO IBB VTWO SURI IWC ITOT XPH

Index	RUT	P/E	-	EPS (ttm)	-1.89	Insider Own	1.10%	Shs Outstand	54.68M	Perf Week	-2.11%
Market Cap	481.73M	Forward P/E	13.67	EPS next Y	0.64	Insider Trans	-17.77%	Shs Float	54.01M	Perf Month	2.20%
Enterprise Value	480.94M	PEG	-	EPS next Q	-0.09	Inst Own	65.35%	Short Float	8.72%	Perf Quarter	12.23%
Income	-91.99M	P/S	11.87	EPS this Y	88.30%	Inst Trans	6.68%	Short Ratio	8.45	Perf Half Y	2.56%
Sales	40.59M	P/B	11.74	EPS next Y	341.61%	ROA	-56.78%	Short Interest	4.71M	Perf YTD	5.64%
Book/sh	0.75	P/C	7.69	EPS next 5Y	-	ROE	-204.78%	52W High	9.76 -9.73%	Perf Year	91.94%
Cash/sh	1.15	P/FCF	-	EPS past 3/5Y	-2.57% 29.64%	ROIC	-89.95%	52W Low	4.20 109.76%	Perf 3Y	97.53%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-6.24% 12.96%	Gross Margin	51.37%	Volatility	3.37% 3.57%	Perf 5Y	96.16%
Dividend TTM	-	EV/Sales	11.85	EPS Y/Y TTM	-40.06%	Oper. Margin	-177.09%	ATR (14)	0.33	Perf 10Y	-97.11%
Dividend Ex-Date	-	Quick Ratio	2.93	Sales Y/Y TTM	44.92%	Profit Margin	-226.64%	RSI (14)	48.60	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	3.02	EPS Q/Q	85.60%	SMA20	-2.94%	Beta	1.98	Target Price	22.83
Payout	-	Debt/Eq	1.51	Sales Q/Q	495.65%	SMA50	5.20%	Rel Volume	0.74	Prev Close	9.00
Employees	59	LT Debt/Eq	1.49	Earnings	May 13 AMC	SMA200	7.91%	Avg Volume	557.35K	Price	8.81
IPO	Apr 16, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	66.92% 20.62%	Trades		Volume	415,059	Change	-2.11%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-08-25	Resumed	Cantor Fitzgerald	Overweight	$25
Oct-07-24	Initiated	Guggenheim	Buy	$20
Sep-24-24	Reiterated	Maxim Group	Buy	$18 → $25
Sep-24-24	Initiated	JMP Securities	Mkt Outperform	$17
Apr-02-24	Reiterated	Maxim Group	Buy	$12 → $18
Mar-12-24	Initiated	William Blair	Outperform
Mar-17-23	Initiated	Maxim Group	Buy	$12

May-29-25 04:35PM	Zevra Announces Final Results of 2025 Annual Meeting of Stockholders (GlobeNewswire)
May-27-25 01:03PM	Citizens JMP Reiterates Buy Rating on Zevra Therapeutics (ZVRA), Keeps PT (Insider Monkey)
May-21-25 07:30AM	All Three Leading Proxy Advisory Firms - ISS, Glass Lewis, and Egan-Jones - Recommend Zevra Stockholders Vote FOR the Company's Director Nominees (GlobeNewswire)
May-14-25 10:53AM	Q1 2025 Zevra Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents)
03:15AM	Zevra Therapeutics Inc (ZVRA) Q1 2025 Earnings Call Highlights: Navigating Growth and Challenges (GuruFocus.com)
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May-13-25 05:20PM	Zevra Therapeutics (ZVRA) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:20PM	Zevra Therapeutics: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Zevra Reports First Quarter 2025 Financial Results and Corporate Update (GlobeNewswire)
May-12-25 09:33AM	Zevra Therapeutics Inc (ZVRA) Q1 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
May-08-25 08:20AM	Xeris Biopharma (XERS) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
May-06-25 07:30AM	Zevra Therapeutics Announces Details for Q1 2025 Financial Results Call (GlobeNewswire) -7.50%
May-01-25 04:05PM	Zevra Therapeutics to Participate in the Citizens Life Science Conference (GlobeNewswire)
Apr-21-25 07:22AM	Zevra Files Definitive Proxy Statement and Mails Letter to Stockholders (GlobeNewswire)
Apr-17-25 07:30AM	Zevra Announces Publication of MIPLYFFA Mechanism of Action Manuscript in Molecular Genetics and Metabolism (GlobeNewswire)
Apr-08-25 12:24AM	XOMA Royalty Corporation's Preferreds Still Offer Attractive Yields With A Biotech Twist (Seeking Alpha) -6.52%
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Apr-07-25 07:30AM	Zevra Announces Closing of Sale of Rare Pediatric Disease Priority Review Voucher for $150 Million (GlobeNewswire)
Apr-03-25 06:38AM	Zevra Therapeutics: Mixed Feelings On Miplyffa Approval (Seeking Alpha)
Mar-31-25 04:12PM	Zevra Therapeutics Files Preliminary Proxy (GlobeNewswire)
Mar-12-25 12:31PM	Q4 2024 Zevra Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents)
03:06AM	Zevra Therapeutics Inc (ZVRA) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
Mar-11-25 06:15PM	Zevra Therapeutics (ZVRA) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
05:22PM	Zevra Therapeutics: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Zevra Reports Full Year 2024 and Fourth Quarter Financial Results (GlobeNewswire)
Feb-28-25 07:30AM	Zevra Launches New Disease State Awareness Campaign, 'Learn NPC, Read Between the Signs,' to Drive Early Recognition and Treatment of Niemann-Pick Disease Type C (GlobeNewswire)
06:40AM	Praxis hits trial setback; Bristol Myers lays off staff in New Jersey (BioPharma Dive)
Feb-27-25 06:16PM	Zevra sells priority review voucher for $150m to support drug launches (Pharmaceutical Technology) +5.41%
07:30AM	Zevra Therapeutics Enters Agreement to Sell its Rare Pediatric Disease Priority Review Voucher for $150 Million (GlobeNewswire)
Feb-26-25 09:46AM	Zevra to Report 2024 Fourth Quarter and Full Year Financial Results (GlobeNewswire)
Feb-24-25 04:02PM	Zevra to Participate at Upcoming Investor Conferences (GlobeNewswire)
Jan-30-25 07:30AM	Zevra Therapeutics to Present at the 21st Annual WORLDSymposium (GlobeNewswire)
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Jan-29-25 04:05PM	Zevra Therapeutics to Participate at Upcoming Investor Conferences (GlobeNewswire)
Dec-17-24 07:30AM	Zevra Therapeutics to be Added to Nasdaq Biotechnology Index (Nasdaq: NBI) Effective December 23, 2024 (GlobeNewswire)
Dec-09-24 02:48AM	A drug for fewer than 1,000 patients? Awareness and diagnosis are key. (Pharma Voice)
Dec-06-24 05:00PM	Zevra Therapeutics Announces Organizational Changes (GlobeNewswire)
Nov-26-24 07:30AM	Zevra Therapeutics to Participate at Upcoming Investor Conferences (GlobeNewswire)
Nov-23-24 06:32AM	Zevra Therapeutics Launches MIPLYFFA for Niemann-Pick Disease (TipRanks)
Nov-21-24 04:51PM	Zevra Therapeutics Announces U.S. Commercial Availability of MIPLYFFA (arimoclomol) for Treatment of Niemann-Pick Disease Type C (GlobeNewswire)
Nov-13-24 02:17AM	Zevra Therapeutics Inc (ZVRA) Q3 2024 Earnings Call Highlights: Strategic Advances Amidst ... (GuruFocus.com)
Nov-12-24 06:00PM	Zevra Therapeutics (ZVRA) Reports Q3 Loss, Lags Revenue Estimates (Zacks)
04:55PM	Zevra Therapeutics: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Zevra Therapeutics Reports Third Quarter 2024 Financial Results and Corporate Updates (GlobeNewswire)
Nov-11-24 04:36PM	Zevra Therapeutics to Present Data Demonstrating Relevance of Swallow Domain in Niemann-Pick Disease Type C Clinical Severity Scale at 53rd Child Neurology Society Annual Meeting (GlobeNewswire)
07:15AM	Zevra Therapeutics Inc (ZVRA) Q3 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Nov-06-24 07:30AM	Zevra Therapeutics to Participate at the Guggenheim Securities Healthcare Innovation Conference on Wed, Nov. 13 (GlobeNewswire)
Oct-31-24 07:30AM	Zevra Therapeutics to Report Third Quarter 2024 Financial Results and Provide Corporate Update on Nov. 12, 2024 (GlobeNewswire)
Oct-29-24 10:01AM	Earnings Preview: Zevra Therapeutics (ZVRA) Q3 Earnings Expected to Decline (Zacks)
Oct-10-24 07:30AM	Zevra Therapeutics to Participate in Rare Disease Panel at the 2024 Maxim Healthcare Virtual Summit, Presented by Maxim Group LLC (GlobeNewswire) -6.49%
Oct-09-24 06:19PM	Zevra Therapeutics Inc (ZVRA) Q2 2024 Earnings Call Highlights: Strategic Advancements Amid ... (GuruFocus.com)
09:00AM	NUCDF and Zevra Therapeutics Launch Check Ammonia Campaign to Highlight Critical Importance of Prompt, Accurate Blood Ammonia Testing for Diagnosing Urea Cycle Disorders (GlobeNewswire)
Sep-25-24 06:22AM	Zevra Therapeutics (ZVRA) Moves 9.1% Higher: Will This Strength Last? (Zacks) -8.77%
Sep-24-24 07:30AM	Zevra Therapeutics to Present Top-Line Data from the Phase 2 Clinical Trial of KP1077 for Idiopathic Hypersomnia at Sleep Europe 2024 (GlobeNewswire) +9.10%
Sep-23-24 04:12AM	FDA approves Zevra Therapeutics Miplyffa for Niemann-Pick disease (Pharmaceutical Technology) -5.96%
Sep-20-24 01:27PM	Zevra Therapeutics' Drug Becomes First FDA-Approved Treatment For Ultra-Rare Neurodegenerative Disease (Benzinga)
12:08PM	Zevra Therapeutics' MIPLYFFA (arimoclomol) Receives U.S. FDA Approval as Treatment for Niemann-Pick Disease Type C (GlobeNewswire)
Sep-06-24 08:30AM	Zevra Therapeutics Presented New Data for Arimoclomol and OLPRUVA (Sodium Phenylbutyrate) at the Society for the Study of Inborn Errors of Metabolism (SSIEM) 2024 Annual Symposium (GlobeNewswire)
Aug-29-24 07:30AM	Zevra Therapeutics to Participate at Upcoming Investor Conferences (GlobeNewswire)
Aug-13-24 05:30PM	Zevra Therapeutics (ZVRA) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:26PM	Zevra Therapeutics: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Zevra Therapeutics Reports Second Quarter 2024 Financial Results and Corporate Highlights (GlobeNewswire)
Aug-09-24 12:00AM	Zevra Therapeutics Announces Pricing of Underwritten Offering of Common Stock (GlobeNewswire) -10.55%
Aug-08-24 04:01PM	Zevra Therapeutics Announces Proposed Public Offering of Common Stock (GlobeNewswire)
Aug-07-24 09:34AM	Zevra Therapeutics to Present at Canaccord Genuity's 44th Annual Growth Conference (GlobeNewswire) -8.12%
Aug-06-24 10:00AM	Earnings Preview: Zevra Therapeutics (ZVRA) Q2 Earnings Expected to Decline (Zacks)
Aug-05-24 11:13AM	Zevra wins FDA panel backing for previously rejected arimoclomol (Pharmaceutical Technology) +25.08%
Aug-02-24 05:50PM	FDA Advisory Committee Votes Favorably that the Data Support Arimoclomol as Effective Treatment for Patients with Niemann-Pick Disease Type C (GlobeNewswire)
Jul-30-24 08:38AM	Zevra Therapeutics to Report Second Quarter 2024 Financial Results (GlobeNewswire) -5.82%
Jul-10-24 03:04PM	Zevra (ZVRA) Rises on Update on Niemann-Pick Disease Type C Drug (Zacks)
08:24AM	Zevra Therapeutics (ZVRA) Surges 21.9%: Is This an Indication of Further Gains? (Zacks)
07:48AM	AbbVie names new R&D head; Arcutis eczema cream approved (BioPharma Dive)
Jul-09-24 03:27PM	FDA Convenes Expert Panel Meeting For Zevra Therapeutics' Arimoclomol, Analyst Optimistic About Approval Despite Small Patient Base (Benzinga) +21.94%
09:00AM	Zevra Announces FDA Advisory Committee Meeting to Review Arimoclomol for the Treatment of Niemann-Pick Disease Type C (GlobeNewswire)
Jun-25-24 07:30AM	Zevra Therapeutics Expands Executive Leadership Team (GlobeNewswire)
Jun-18-24 07:30AM	Zevra Therapeutics Transitions to Orsini as the Specialty Pharmacy Provider for OLPRUVA (sodium phenylbutyrate), a Treatment for Certain Urea Cycle Disorders (PR Newswire)
Jun-03-24 11:00AM	Zevra Therapeutics Announces Positive Final Results from Phase 2 Clinical Trial of KP1077 for Idiopathic Hypersomnia at SLEEP 2024 Annual Meeting (GlobeNewswire)
May-09-24 12:24PM	Zevra Therapeutics, Inc. (NASDAQ:ZVRA) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:30AM	Zevra Therapeutics to Participate at Upcoming Investor Events (GlobeNewswire)
03:03AM	Zevra Therapeutics Inc (ZVRA) (Q1 2024) Earnings Call Transcript Highlights: Navigating ... (GuruFocus.com)
May-08-24 11:57AM	ZVRA Stock Earnings: Zevra Therapeutics Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:12AM	Zevra Therapeutics Inc (ZVRA) Q1 2024 Earnings: Misses EPS Estimates, Revenue Consistent with ... (GuruFocus.com)
08:15AM	Zevra Therapeutics (ZVRA) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
07:23AM	Zevra Therapeutics: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	Zevra Therapeutics Reports First Quarter 2024 Financial Results and Corporate Updates (GlobeNewswire)
May-01-24 07:30AM	Zevra Therapeutics to Report First Quarter 2024 Results on May 8, 2024 (GlobeNewswire)
Apr-29-24 07:30AM	Zevra Therapeutics' President and Chief Executive Officer Issues Letter to Stockholders Highlighting Recent Key Accomplishments and Outlook for 2024 (GlobeNewswire)
Apr-15-24 05:01PM	Zevra Therapeutics Presents New Data on the Long-Term Safety and Efficacy of Arimoclomol as a Treatment for Niemann-Pick Disease Type C at the SIMD 45th Annual Meeting (GlobeNewswire)
Apr-10-24 07:30AM	Zevra Therapeutics Refinances Existing Debt with up to $100M in Committed Capital under New Credit Facility (GlobeNewswire)
Apr-01-24 12:46PM	Zevra Therapeutics, Inc. (NASDAQ:ZVRA) Q4 2023 Earnings Call Transcript (Insider Monkey) -11.03%
Mar-29-24 12:07PM	Q4 2023 Zevra Therapeutics Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-28-24 09:52PM	ZVRA Stock Earnings: Zevra Therapeutics Misses EPS, Beats Revenue for Q4 2023 (InvestorPlace) -11.03%
06:11PM	Zevra Therapeutics Inc (ZVRA) Earnings: A Mixed Bag Against Analyst Estimates with Significant ... (GuruFocus.com)
04:53PM	Zevra Therapeutics: Q4 Earnings Snapshot (Associated Press Finance)
04:32PM	Zevra Therapeutics Reports Fourth Quarter and Full Year 2023 Financial Results and Corporate Updates (GlobeNewswire)
Mar-26-24 04:30PM	Zevra Therapeutics Announces Top-Line Data from the Phase 2 Clinical Trial of KP1077 for Idiopathic Hypersomnia (GlobeNewswire)
Mar-25-24 04:30PM	Zevra Therapeutics to Present at the 23rd Annual Needham Virtual Healthcare Conference (GlobeNewswire)
Mar-21-24 10:00AM	Will Zevra Therapeutics (ZVRA) Report Negative Earnings Next Week? What You Should Know (Zacks)
Mar-18-24 07:30AM	Zevra Therapeutics to Report 2023 Fourth Quarter and Full Year Financial Results on March 28, 2024 (GlobeNewswire)
Mar-07-24 11:56AM	Aquestive Therapeutics, Inc. (NASDAQ:AQST) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-04-24 07:30AM	Zevra Therapeutics Provides FDA Update on the PDUFA Action Date for Arimoclomol as a Treatment for Niemann-Pick Disease Type C (GlobeNewswire) -12.15%
Feb-28-24 07:30AM	Zevra Therapeutics to Participate at Upcoming Investor Conferences (GlobeNewswire)
Feb-15-24 03:49AM	Zevra Therapeutics (ZVRA) Soars 6.6%: Is Further Upside Left in the Stock? (Zacks) +8.79%

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Thompson Rahsaan	Chief Legal & Compliance	Jun 26 '25	Sale	9.21	24,000	221,004	42,666	Jun 30 05:02 PM
RAHSAAN THOMPSON	Officer	Jun 26 '25	Proposed Sale	9.33	24,000	223,920		Jun 26 04:25 PM
Watton Corey Michael	Director	Mar 28 '25	Buy	7.84	300	2,352	1,800	Mar 31 08:05 PM
Bode John B	Director	Mar 19 '25	Buy	7.96	10,000	79,624	40,000	Mar 21 04:06 PM
Sangiovanni Timothy J.	SVP, Finance & Corp Controller	Feb 13 '25	Sale	7.86	3,000	23,588	16,341	Feb 14 05:57 PM
Schafer Joshua	CCO & EVP, Bus. Development	Feb 13 '25	Sale	7.86	10,500	82,527	29,486	Feb 14 05:55 PM
Clifton R. LaDuane	CFO & Treasurer	Feb 13 '25	Sale	7.86	11,000	86,471	51,361	Feb 14 05:55 PM
McFarlane Neil F.	President and CEO	Feb 13 '25	Sale	7.86	61,273	481,428	222,060	Feb 14 05:54 PM
McFarlane Neil F.	President and CEO	Feb 14 '25	Sale	8.05	30,544	245,962	191,516	Feb 14 05:54 PM
NEIL F MCFARLANE	Director	Feb 13 '25	Proposed Sale	7.72	91,817	708,827		Feb 13 04:38 PM
R. LADUANE CLIFTON	Officer	Feb 13 '25	Proposed Sale	7.72	11,000	84,920		Feb 13 04:29 PM
Timothy Sangiovanni	Officer	Feb 13 '25	Proposed Sale	7.72	3,000	23,160		Feb 13 04:29 PM
Joshua Schafer	Officer	Feb 13 '25	Proposed Sale	7.72	10,500	81,060		Feb 13 04:28 PM
Watton Corey Michael	Director	Oct 11 '24	Buy	7.92	500	3,958	1,500	Oct 16 04:46 PM
Clifton R. LaDuane	CFO & Treasurer	Jul 17 '24	Buy	6.77	2,000	13,540	18,469	Jul 17 05:54 PM
Anderson Thomas	Director	Jul 16 '24	Buy	6.81	10,000	68,065	20,000	Jul 16 04:39 PM
Bode John B	Director	Jul 12 '24	Buy	5.87	10,000	58,661	30,000	Jul 15 04:10 PM

Peers: TTEC CNDT G LDOS DOX TASK TEL EPAM IT ACN

| Held by: IWM AVUV IWO VTWO DFAT DFAS IWC VFMO AVSC PRFZ

Index	RUT	P/E	12.77	EPS (ttm)	2.28	Insider Own	25.12%	Shs Outstand	13.37M	Perf Week	3.93%
Market Cap	389.13M	Forward P/E	9.49	EPS next Y	3.06	Insider Trans	-12.96%	Shs Float	10.01M	Perf Month	1.29%
Enterprise Value	467.92M	PEG	0.73	EPS next Q	0.70	Inst Own	79.11%	Short Float	1.66%	Perf Quarter	19.16%
Income	37.11M	P/S	0.73	EPS this Y	22.86%	Inst Trans	3.12%	Short Ratio	1.03	Perf Half Y	41.95%
Sales	535.67M	P/B	3.13	EPS next Y	18.80%	ROA	13.15%	Short Interest	0.17M	Perf YTD	35.41%
Book/sh	9.29	P/C	29.98	EPS next 5Y	17.42%	ROE	26.18%	52W High	32.08 -9.29%	Perf Year	82.90%
Cash/sh	0.97	P/FCF	19.73	EPS past 3/5Y	125.26% 24.36%	ROIC	20.41%	52W Low	15.15 92.08%	Perf 3Y	74.25%
Dividend Est.	-	EV/EBITDA	7.19	Sales past 3/5Y	4.66% 6.66%	Gross Margin	27.61%	Volatility	3.27% 3.12%	Perf 5Y	-
Dividend TTM	-	EV/Sales	0.87	EPS Y/Y TTM	52.98%	Oper. Margin	8.87%	ATR (14)	0.93	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.67	Sales Y/Y TTM	5.35%	Profit Margin	6.93%	RSI (14)	55.81	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.67	EPS Q/Q	27.15%	SMA20	0.94%	Beta	0.77	Target Price	30.50
Payout	0.00%	Debt/Eq	0.74	Sales Q/Q	10.99%	SMA50	5.80%	Rel Volume	0.87	Prev Close	28.50
Employees	30000	LT Debt/Eq	0.46	Earnings	May 08 AMC	SMA200	25.81%	Avg Volume	162.05K	Price	29.10
IPO	Aug 07, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.81% 7.24%	Trades		Volume	141,033	Change	2.11%

Date	Action	Analyst	Rating Change	Price Target Change
May-12-25	Downgrade	Robert W. Baird	Outperform → Neutral	$30
Nov-10-23	Downgrade	Piper Sandler	Overweight → Neutral	$17
Sep-14-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$27 → $18
Jul-19-22	Downgrade	Citigroup	Buy → Neutral	$20

Jun-26-25 09:00AM	ibex Ranked a Leader in Frost & Sullivans Radar for Customer Experience Management Outsourcing (GlobeNewswire)
Jun-18-25 09:00AM	ibex Donates $25,000 to Wounded Warrior Project (GlobeNewswire)
Jun-17-25 09:00AM	ibex Crowns the Winners of the 4th Annual CX Leadership Awards at CCW Las Vegas (GlobeNewswire)
Jun-10-25 09:00AM	Global Survey Reveals 81% of Enterprise CX Leaders Plan to Deploy AI in 2025 (GlobeNewswire)
Jun-05-25 09:00AM	ibex to Showcase Industrys Best AI-Powered CX Solutions at CCW Customer Contact Week 2025 (GlobeNewswire)
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Jun-02-25 04:30PM	ibex to Present at Baird's 2025 Global Consumer, Technology & Services Conference (GlobeNewswire)
May-28-25 09:10AM	Ibex appoints Ricky Fields as global head of business development, Wave iX (TipRanks)
May-27-25 09:00AM	ibex Appoints Ricky Fields as Global Head of Business Development for Wave iX (GlobeNewswire)
May-21-25 09:00AM	ibex Launches the 2025 CX Leadership Awards (GlobeNewswire)
May-14-25 09:00AM	ibex Wave iX Wins Gold Stevie® Award at The 23rd Annual American Business Awards® (GlobeNewswire)
May-09-25 04:02PM	Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name Pops (Investor's Business Daily) +19.06% -7.95%
03:43AM	IBEX Ltd (IBEX) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic Expansion Amid ... (GuruFocus.com)
May-08-25 04:05PM	IBEX Reports Record Quarterly Revenue and EPS, Returns to Double-Digit Growth, Raises Fiscal Year Guidance (GlobeNewswire)
Apr-30-25 09:00AM	ibex to Showcase AI-powered CX Solutions for Utilities at the IUCX Annual Conference 2025 (GlobeNewswire)
Apr-29-25 09:00AM	ibex AI Solutions Win 2025 Product of the Year Awards from CUSTOMER Magazine (GlobeNewswire)
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Apr-24-25 04:30PM	IBEX Limited to Announce Third Quarter 2025 Financial Results on May 8th, 2025 (GlobeNewswire)
Apr-03-25 09:00AM	Philippine Airlines Names ibex Contact Center Partner of the Year (GlobeNewswire)
Mar-19-25 09:00AM	ibex Kicks Off Global Employee-Driven Charitable Initiative for 2025 (GlobeNewswire)
Mar-12-25 09:00AM	ibex Sponsors CCW Executive Exchange 2025 in Austin (GlobeNewswire)
Feb-28-25 03:07PM	Dave Stock Sees Its Composite Rating Rise To 96 (Investor's Business Daily)
Feb-27-25 10:24AM	Why IBEX Limited (IBEX) Is Skyrocketing So Far In 2025 (Insider Monkey)
Feb-19-25 09:00AM	ibex Celebrates Employee Growth and Career Advancement in Jamaica with Third iGrow with ibex Event (GlobeNewswire)
Feb-12-25 09:00AM	ibex Names Phil Taylor Country Manager for Jamaica (GlobeNewswire)
Feb-07-25 03:07AM	IBEX Reports Record Quarterly Revenue, Stock Gains After Hours (GuruFocus.com) +10.86%
02:23AM	IBEX Ltd (IBEX) Q2 2025 Earnings Call Highlights: Record Revenue and Strategic Moves Amid Challenges (GuruFocus.com)
Feb-06-25 04:05PM	IBEX Reports Record Quarterly Revenue and Strong EPS (GlobeNewswire)
Jan-29-25 09:00AM	ibex Earns Fifth Great Place to Work Certification in Nicaragua, Recognizing World-Class Workplace Culture and Employee Experience (GlobeNewswire)
Jan-27-25 05:30PM	IBEX Limited to Announce Second Quarter 2025 Financial Results on February 6th, 2025 (GlobeNewswire)
Jan-23-25 09:00AM	ibex Continues to Grow in the Philippines; Tops 15,000 Agents (GlobeNewswire)
Jan-14-25 09:00AM	ibex Wave iX Translate Wins 2024 CX Innovation Award (GlobeNewswire)
09:00AM	Loading…
Jan-06-25 09:00AM	ibex Appoints Karen Batungbacal to Board of Directors (GlobeNewswire)
Nov-21-24 09:00AM	ibex Wave iX Wins 2024 Netty Award for Tech - Best CX Innovation (GlobeNewswire) +5.54%
Nov-20-24 09:00AM	ibex CTO Andreas Wilkens to Join Distinguished Panel on AI Ethics and Business Innovation (GlobeNewswire)
Nov-19-24 10:11AM	IBEX Limited Announces $70 Million Repurchase from The Resource Group International, Exiting Controlled Company Status (GlobeNewswire)
Nov-12-24 09:00AM	ibex Sponsors CCW Executive Exchange 2024 in Phoenix (GlobeNewswire)
Nov-08-24 02:28AM	IBEX Ltd (IBEX) Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth Amidst ... (GuruFocus.com)
Nov-07-24 04:05PM	IBEX Announces Record First Quarter of Fiscal Year 2025 Financial Results (GlobeNewswire)
Oct-31-24 09:00AM	ibex Wave iX Translate Wins 2024 Generative AI Product of the Year Award (GlobeNewswire)
Oct-29-24 09:00AM	ibex Unveils Wave iX AI Virtual Agent; Setting a New Standard for AI-Powered Customer Support (GlobeNewswire)
Oct-28-24 04:30PM	ibex Announces Changes to Board of Directors (GlobeNewswire)
Oct-24-24 04:30PM	IBEX Limited to Announce First Quarter 2025 Financial Results on November 7th, 2024 (GlobeNewswire)
Oct-23-24 09:00AM	ibex Ranked #2 in Forbes America's Best Employers for Tech Workers List (GlobeNewswire)
Oct-09-24 09:00AM	ibex Partners with Parloa for Latest GenAI Capabilities (GlobeNewswire)
Oct-08-24 11:00AM	ibex Expands Call Center Operations in Honduras, Creating 250 New Jobs in the Region (GlobeNewswire)
Oct-02-24 01:01AM	Resource Group International Ltd Reduces Stake in IBEX Ltd (GuruFocus.com)
Sep-27-24 01:02AM	Resource Group International Ltd's Strategic Reduction in IBEX Ltd Holdings (GuruFocus.com)
Sep-26-24 10:00AM	ibex Jamaica Holds Back-To-School Event to Support Children of Employees (GlobeNewswire)
Sep-24-24 01:03AM	Resource Group International Ltd's Strategic Reduction in IBEX Ltd Holdings (GuruFocus.com)
Sep-17-24 09:00AM	ibex Continues to Grow in the Philippines; Set to Open New Site in Davao (GlobeNewswire)
Sep-12-24 04:05PM	IBEX Announces Record Fourth Quarter and Fiscal Year 2024 Financial Results (GlobeNewswire) +16.86%
Aug-29-24 04:15PM	IBEX Limited to Announce Fourth Quarter and Fiscal Year 2024 Financial Results on September 12, 2024 (GlobeNewswire)
Aug-27-24 09:00AM	ibex Names Andreas Wilkens as Chief Technology Officer (GlobeNewswire)
Aug-21-24 09:00AM	ibex Wins Gold Globee at the 16th Annual 2024 Golden Bridge Awards (GlobeNewswire)
Aug-08-24 09:00AM	ibex Wave iX Wins 2024 Stevie Award for Technology Excellence (GlobeNewswire)
Jul-31-24 09:00AM	ibex Wave iX Wins 2024 Contact Center Technology Award (GlobeNewswire)
Jul-23-24 09:00AM	ibex Launches Wave iX Translate (GlobeNewswire)
Jul-11-24 09:00AM	Women of ibex Celebrates 3rd Anniversary of Inspiring and Empowering Women (GlobeNewswire)
Jun-18-24 09:00AM	ibex Named Top Customer Service Outsourcing Provider (GlobeNewswire)
Jun-06-24 09:00AM	ibex Crowns the 2024 CX Leadership Award Winners at CCW Las Vegas (GlobeNewswire)
May-30-24 04:30PM	ibex to Present at Baird 2024 Global Consumer, Technology & Services Conference (GlobeNewswire)
09:00AM	ibex Sponsors CCW Customer Contact Week 2024 (GlobeNewswire)
May-29-24 09:00AM	ibex Wave iX Wins 2024 CRM Excellence Award for Powering Next-Gen Customer Experience (GlobeNewswire)
May-22-24 09:00AM	ibex Wave iX Earns 2024 TITAN Business Award for Achievement in Technology Innovation (GlobeNewswire)
May-15-24 09:00AM	ibex Launches 3rd Annual CX Leadership Awards (GlobeNewswire)
May-14-24 09:00AM	ibex Wave iX Wins Stevie Award in 2024 American Business Awards for Innovation (GlobeNewswire) +5.35%
May-12-24 09:19AM	IBEX Limited (NASDAQ:IBEX) Q3 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 03:24PM	IBEX Ltd (IBEX) Q3 Fiscal 2024 Earnings: Adjusted EPS Beats Estimates Amidst Revenue Dip (GuruFocus.com) +5.36%
May-09-24 08:57PM	IBEX Stock Earnings: IBEX Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)
04:05PM	IBEX Announces Third Quarter of Fiscal Year 2024 Financial Results with Record Performance (GlobeNewswire)
Apr-30-24 09:00AM	ibex's Christy O'Connor Recognized as Top 10 Corporate Counsel Award Winner (GlobeNewswire)
Apr-29-24 09:00AM	ibex to Showcase Next-Generation CX Solutions for Utilities at CS Week 2024 (GlobeNewswire)
Apr-25-24 04:15PM	IBEX Limited to Announce Third Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire)
Apr-23-24 11:30AM	ibex Named to Forbes Best Employers for Diversity 2024 (GlobeNewswire)
Apr-22-24 09:15AM	Jim Ferrato to Retire as Chief Information Officer at ibex (GlobeNewswire)
Apr-16-24 09:00AM	ibex's Christy O'Connor Named Among Top 50 Chief Legal Officers (GlobeNewswire)
Apr-10-24 09:30AM	ibex Wins 2024 Excellence in Customer Service Award (GlobeNewswire)
Apr-04-24 09:00AM	ibex Sponsors 2024 Caitlin Robb Foundation Golf Tournament (GlobeNewswire)
Mar-26-24 09:00AM	ibex Appoints Amanda Gunter Vice President of Business Development (GlobeNewswire)
Mar-20-24 10:00AM	ibex Wins 2024 Artificial Intelligence Excellence Award (GlobeNewswire)
Mar-14-24 09:00AM	ibex Wave iX Wins 2024 CUSTOMER Product of the Year Award (GlobeNewswire)
Feb-29-24 11:30PM	IBEX Ltd (IBEX) President of IBEX Digital, Jeffrey Cox, Sells 15,617 Shares (GuruFocus.com)
Feb-21-24 09:00AM	ibex Wins Gold Award As Top BPO Services Exporter in Pakistan (GlobeNewswire)
Feb-20-24 03:53PM	3 Bargain Basement Tech Stocks Worth Speculating On (InvestorPlace)
Feb-09-24 07:46PM	Why IBEX Limited Stock Fell Today (Motley Fool) -9.15%
09:30AM	IBEX Limited (NASDAQ:IBEX) Q2 2024 Earnings Call Transcript (Insider Monkey)
Feb-08-24 04:59PM	IBEX Ltd (IBEX) Faces Headwinds: Q2 Fiscal 2024 Earnings Dip Amid Client Volume Softness (GuruFocus.com)
04:05PM	IBEX Announces Second Quarter of Fiscal Year 2024 Financial Results (GlobeNewswire)
Jan-30-24 09:00AM	ibex Launches Wave iX: The Next Evolution in AI-Powered Digital-First Customer Experience (GlobeNewswire)
Jan-25-24 04:15PM	IBEX Limited to Announce Second Quarter 2024 Financial Results on February 8, 2024 (GlobeNewswire)
Jan-16-24 09:00AM	ibex Names Eric Guarro Senior Vice President of Digital Transformation (GlobeNewswire)
Dec-26-23 08:54PM	7 Compelling Tech Stocks to Snag From the Discount Bin (InvestorPlace)
Dec-20-23 09:00AM	ibex Welcomes Jason Lockbaum as Senior Vice President, Healthcare Sales (GlobeNewswire)
Dec-14-23 09:00AM	Julie Casteel Wins Stevie Award for Women in Business (GlobeNewswire)
Dec-05-23 09:00AM	ibex Partners with Sapling.ai for AI-Powered Messaging Tools (GlobeNewswire)
Nov-14-23 09:00AM	ibex Named One of America's Greatest Workplaces for Remote Work by Newsweek (GlobeNewswire)
Nov-11-23 12:58PM	IBEX Limited (NASDAQ:IBEX) Q1 2024 Earnings Call Transcript (Insider Monkey)
Nov-10-23 09:10AM	Q1 2024 Ibex Ltd Earnings Call (Thomson Reuters StreetEvents)
Nov-09-23 04:05PM	IBEX Announces First Quarter of Fiscal Year 2024 Financial Results (GlobeNewswire)
Nov-01-23 09:00AM	ibex's Wave X Earns 2023 Customer Experience Innovation Award from CUSTOMER Magazine (GlobeNewswire)
Oct-26-23 04:15PM	IBEX Limited to Announce First Quarter 2024 Financial Results on November 9, 2023 (GlobeNewswire)

IBEX Ltd. is a business process outsourcing company, which engages in technology-enabled customer lifecycle experience solutions. It also specializes in digital marketing, lead generation, online sales, optimization, lead conversion, customer service, billing support, technical support, multi-lingual, omni-channel, retention, renewals, up and cross sell, and win-backs. The company was founded in 1984 and is headquartered in Washington, DC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Khaishgi Mohammedulla	Director	Jun 16 '25	Sale	28.01	5,000	140,035	2,312	Jun 16 06:28 PM
Dechant Robert Thomas	Chief Executive Officer	Jun 13 '25	Sale	28.96	15,000	434,338	198,633	Jun 16 05:59 PM
Khaishgi Mohammedulla	Director	Jun 16 '25	Proposed Sale	28.01	5,000	140,035		Jun 16 11:39 AM
Khaishgi Mohammedulla	Director	Jun 12 '25	Sale	29.66	35,000	1,038,177	42,312	Jun 13 08:35 PM
Khaishgi Mohammedulla	Director	Jun 13 '25	Sale	28.08	35,000	982,646	7,312	Jun 13 08:35 PM
Dechant Robert Thomas	Officer	Jun 13 '25	Proposed Sale	28.96	15,000	434,338		Jun 13 04:20 PM
Khaishgi Mohammedulla	Director	Jun 13 '25	Proposed Sale	28.08	35,000	982,646		Jun 13 03:50 PM
McGinnis Patrick	Director	Jun 12 '25	Sale	30.00	220	6,600	4,780	Jun 12 08:22 PM
Khaishgi Mohammedulla	Director	Jun 12 '25	Proposed Sale	29.66	35,000	1,038,177		Jun 12 12:04 PM
Inson Paul Joseph	Chief People Officer	May 27 '25	Sale	28.59	3,690	105,497	17,352	May 28 05:05 PM
Dawson Bruce Neil	Chief Sales and CS Officer	Mar 05 '25	Option Exercise	12.75	10,000	127,500	15,607	May 16 05:15 PM
Dawson Bruce Neil	Chief Sales and CS Officer	Mar 05 '25	Sale	24.48	10,000	244,800	5,607	May 16 05:15 PM
Ballou-Aares Daniella	Director	Mar 11 '25	Proposed Sale	24.74	6,000	148,440		Mar 11 10:28 AM
Dechant Robert Thomas	Chief Executive Officer	Feb 26 '25	Option Exercise	12.75	49,931	636,620	263,564	Feb 27 04:54 PM
Dechant Robert Thomas	Chief Executive Officer	Feb 26 '25	Sale	26.24	49,931	1,310,189	213,633	Feb 27 04:54 PM
Khaishgi Mohammedulla	Director	Feb 21 '25	Sale	25.57	12,600	322,237	77,312	Feb 21 04:37 PM
Khaishgi Mohammedulla	Director	Feb 20 '25	Sale	26.50	12,600	333,863	89,912	Feb 20 05:32 PM
Khaishgi Mohammedulla	Director	Feb 19 '25	Sale	26.05	12,600	328,243	102,512	Feb 20 05:32 PM
Khaishgi Mohammedulla	Director	Feb 19 '25	Sale	26.19	2,981	78,083	7,312	Feb 20 05:32 PM
Khaishgi Mohammedulla	Director	Feb 18 '25	Sale	26.96	12,600	339,662	115,112	Feb 18 06:12 PM
Khaishgi Mohammedulla	Director	Feb 18 '25	Sale	26.93	10,000	269,310	10,293	Feb 18 06:12 PM
Casteel Julie K	Chief Sales/Marketing Officer	Feb 14 '25	Option Exercise	15.23	16,574	252,406	47,764	Feb 18 06:11 PM
Casteel Julie K	Chief Sales/Marketing Officer	Feb 14 '25	Sale	27.04	16,574	448,161	31,190	Feb 18 06:11 PM
Khaishgi Mohammedulla	Director	Feb 18 '25	Proposed Sale	26.97	45,236	1,220,014		Feb 18 02:04 PM
Khaishgi Mohammedulla	Director	Feb 14 '25	Sale	27.30	12,600	344,005	127,712	Feb 14 05:50 PM
Khaishgi Mohammedulla	Director	Feb 13 '25	Sale	26.49	12,600	333,732	140,312	Feb 14 05:50 PM
Khaishgi Mohammedulla	Director	Feb 14 '25	Sale	27.32	10,000	273,174	20,293	Feb 14 05:50 PM
Khaishgi Mohammedulla	Director	Feb 13 '25	Sale	26.46	10,000	264,596	30,293	Feb 14 05:50 PM
Dechant Robert Thomas	Chief Executive Officer	Feb 14 '25	Sale	27.56	5,000	137,776	213,633	Feb 14 05:46 PM
Inson Paul Joseph	Chief People Officer	Feb 14 '25	Sale	27.53	8,954	246,520	21,042	Feb 14 05:40 PM
Inson Paul Joseph	Officer	Feb 14 '25	Proposed Sale	27.53	10,000	275,300		Feb 14 01:57 PM
Dechant Robert Thomas	CEO	Feb 14 '25	Proposed Sale	27.56	5,000	137,776		Feb 14 01:17 PM
Inson Paul Joseph	Chief People Officer	Feb 11 '25	Option Exercise	15.68	15,072	236,368	37,996	Feb 13 06:15 PM
Inson Paul Joseph	Chief People Officer	Feb 11 '25	Sale	25.17	15,072	379,362	29,996	Feb 13 06:15 PM
Inson Paul Joseph	Chief People Officer	Feb 11 '25	Sale	25.00	8,044	201,123	29,996	Feb 13 06:05 PM
Trofimuk-O'Connor Christina Al	Chief Legal Officer	Feb 12 '25	Option Exercise	19.00	9,025	171,475	21,962	Feb 13 05:41 PM
Trofimuk-O'Connor Christina Al	Chief Legal Officer	Feb 12 '25	Sale	26.28	13,138	345,234	12,937	Feb 13 05:41 PM
Trofimuk-O'Connor Christina Al	Chief Legal Officer	Feb 11 '25	Option Exercise	12.75	7,500	95,625	24,550	Feb 12 05:05 PM
Trofimuk-O'Connor Christina Al	Chief Legal Officer	Feb 11 '25	Sale	25.51	7,500	191,325	17,050	Feb 12 05:05 PM
Dechant Robert Thomas	Chief Executive Officer	Feb 11 '25	Sale	25.00	2,318	57,957	218,633	Feb 12 04:57 PM
Dechant Robert Thomas	Chief Executive Officer	Feb 10 '25	Sale	25.00	61	1,525	220,951	Feb 12 04:57 PM
Khaishgi Mohammedulla	Director	Feb 12 '25	Sale	25.74	12,600	324,266	152,912	Feb 12 04:52 PM
Khaishgi Mohammedulla	Director	Feb 11 '25	Sale	24.97	12,600	314,682	165,512	Feb 12 04:52 PM
Khaishgi Mohammedulla	Director	Feb 10 '25	Sale	24.43	12,600	307,759	178,112	Feb 12 04:52 PM
Khaishgi Mohammedulla	Director	Feb 12 '25	Sale	25.66	10,000	256,576	40,293	Feb 12 04:52 PM
Khaishgi Mohammedulla	Director	Feb 11 '25	Sale	24.96	10,000	249,561	50,293	Feb 12 04:52 PM
Khaishgi Mohammedulla	Director	Feb 10 '25	Sale	24.37	10,000	243,692	60,293	Feb 12 04:52 PM
PineBridge Global Emerging Mar	AFFILIATE	Feb 12 '25	Proposed Sale	26.27	60,544	1,590,212		Feb 12 01:56 PM
Adia Global LLC	AFFILIATE	Feb 11 '25	Proposed Sale	25.95	7,816	202,825		Feb 11 03:54 PM
Allibhoy Khaishgi Family Found	Director	Feb 11 '25	Proposed Sale	25.00	45,000	1,125,000		Feb 11 02:38 PM
PineBridge Global Emerging Mar	AFFILIATE	Feb 10 '25	Proposed Sale	24.66	26,000	641,214		Feb 10 03:51 PM
Inson Paul Joseph	Chief People Officer	Feb 07 '25	Sale	25.00	1,956	48,904	5,255	Feb 07 05:27 PM
Inson Paul Joseph	Officer	Feb 07 '25	Proposed Sale	25.00	10,000	250,019		Feb 07 05:19 PM
Dawson Bruce Neil	Chief Sales and CS Officer	Feb 07 '25	Sale	24.00	13,500	324,000	5,607	Feb 07 05:15 PM
Khaishgi Mohammedulla	Director	Feb 07 '25	Sale	22.50	12,600	283,500	190,712	Feb 07 05:11 PM
Khaishgi Mohammedulla	Director	Feb 07 '25	Sale	22.55	10,000	225,529	70,293	Feb 07 05:11 PM
Dechant Robert Thomas	Chief Executive Officer	Feb 07 '25	Sale	25.00	2,621	65,529	221,012	Feb 07 05:09 PM
Dechant Robert Thomas	CEO	Feb 07 '25	Proposed Sale	25.00	5,000	125,000		Feb 07 04:03 PM
Dawson Bruce Neil	Officer	Feb 07 '25	Proposed Sale	23.95	13,500	323,309		Feb 07 03:09 PM
Keen Shuja	Director	Feb 07 '25	Proposed Sale	23.96	10,020	240,100		Feb 07 02:52 PM
Khaishgi Mohammedulla	Director	Jan 30 '25	Sale	22.51	12,600	283,649	203,312	Jan 31 05:35 PM
Khaishgi Mohammedulla	Director	Jan 30 '25	Sale	22.51	10,000	225,101	80,293	Jan 31 05:35 PM
Khaishgi Mohammedulla	Director	Jan 29 '25	Sale	22.50	806	18,137	215,912	Jan 31 05:35 PM
Khaishgi Mohammedulla	Director	Jan 29 '25	Sale	22.50	603	13,570	90,293	Jan 31 05:35 PM
Khaishgi Mohammedulla	CHAIRMAN	Jan 30 '25	Proposed Sale	22.51	87,400	1,967,531		Jan 30 01:54 PM
Allibhoy Khaishgi Family Found	Director	Jan 30 '25	Proposed Sale	22.51	35,000	787,853		Jan 30 12:13 PM
Dechant Robert Thomas	Chief Executive Officer	Jan 27 '25	Sale	22.50	3,008	67,682	223,633	Jan 27 04:51 PM
Dechant Robert Thomas	Chief Executive Officer	Jan 24 '25	Sale	22.50	200	4,500	226,641	Jan 27 04:51 PM
Khaishgi Mohammedulla	Director	Jan 27 '25	Sale	22.50	5,615	126,340	90,896	Jan 27 04:47 PM
Khaishgi Mohammedulla	Director	Jan 27 '25	Sale	22.50	4,626	104,094	216,718	Jan 27 04:47 PM
Khaishgi Mohammedulla	Director	Jan 24 '25	Sale	22.50	400	9,000	221,344	Jan 27 04:47 PM
Khaishgi Mohammedulla	Director	Jan 24 '25	Sale	22.50	201	4,522	96,511	Jan 27 04:47 PM
Khaishgi Mohammedulla	Director	Jan 21 '25	Sale	22.50	814	18,315	221,744	Jan 22 05:10 PM
Khaishgi Mohammedulla	Director	Jan 21 '25	Sale	22.50	600	13,500	96,712	Jan 22 05:10 PM
Dechant Robert Thomas	Chief Executive Officer	Jan 21 '25	Sale	22.50	1,792	40,323	226,841	Jan 22 05:03 PM
Dechant Robert Thomas	Officer	Jan 21 '25	Proposed Sale	22.50	5,000	112,509		Jan 21 05:09 PM
Khaishgi Mohammedulla	CHAIRMAN	Jan 21 '25	Proposed Sale	22.50	12,600	283,500		Jan 21 03:55 PM
Allibhoy Khaishgi Family Found	Director	Jan 21 '25	Proposed Sale	22.50	10,000	225,000		Jan 21 02:43 PM
Adia Global LLC	Director	Jan 16 '25	Proposed Sale	22.45	16,110	361,669		Jan 16 01:49 PM
PineBridge Global Emerging Mar	AFFILIATE	Jan 03 '25	Proposed Sale	22.04	124,254	2,738,558		Jan 03 04:05 PM
Keen Shuja	Director	Dec 30 '24	Sale	21.95	11,199	245,843	47,727	Dec 30 04:31 PM
Adia Global LLC	Director	Dec 30 '24	Proposed Sale	21.95	15,000	329,250		Dec 30 02:35 PM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 13 '24	Sale	20.00	20,000	399,978	1,309,781	Dec 17 08:22 PM
Adia Global LLC	Director	Dec 16 '24	Proposed Sale	20.08	8,045	161,567		Dec 16 06:07 PM
Keen Shuja	Director	Dec 16 '24	Sale	20.08	8,045	161,568	58,926	Dec 16 04:36 PM
Keen Shuja	Director	Dec 13 '24	Sale	20.03	4,139	82,901	66,971	Dec 16 04:36 PM
Adia Global LLC	Director	Dec 13 '24	Proposed Sale	20.03	4,139	82,901		Dec 13 04:17 PM
PineBridge Global Emerging Mar	10% Owner	Dec 13 '24	Proposed Sale	20.00	20,000	399,978		Dec 13 03:36 PM
Keen Shuja	Director	Dec 12 '24	Sale	20.27	17,000	344,630	71,110	Dec 13 11:16 AM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 10 '24	Sale	20.12	60,958	1,226,524	1,329,781	Dec 12 07:18 PM
Adia Global LLC	Director	Dec 12 '24	Proposed Sale	20.27	17,000	344,630		Dec 12 04:53 PM
PineBridge Global Emerging Mar	10% Owner	Dec 10 '24	Proposed Sale	20.11	60,958	1,226,017		Dec 10 03:40 PM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 09 '24	Sale	20.02	23,735	475,141	1,390,739	Dec 09 06:01 PM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 05 '24	Sale	20.10	7,073	142,181	1,414,474	Dec 09 06:01 PM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 04 '24	Sale	20.20	82,572	1,667,674	1,421,547	Dec 04 06:33 PM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 03 '24	Sale	20.31	41,742	847,688	1,504,119	Dec 04 06:33 PM
PineBridge GEM II G.P., L.P.	10% Owner	Dec 02 '24	Sale	20.75	25,878	537,018	1,545,861	Dec 04 06:33 PM
PineBridge Global Emerging Mar	10% Owner	Dec 02 '24	Proposed Sale	20.79	181,000	3,762,990		Dec 02 03:55 PM
Kleisterlee Gerard J	Director	Nov 26 '24	Sale	20.55	5,000	102,750	18,237	Nov 26 05:27 PM
Keen Shuja	Director	Nov 21 '24	Sale	21.21	29,796	631,937	88,110	Nov 26 05:22 PM

CWAN Clearwater Analytics Holdings Inc daily Stock Chart

Peers: BL ORCL ENV WK BR ADBE SAP FIS JPM XYZ

| Held by: VTI IWM VB VGT VXF VBK IWO SCHA VTWO IGV

Index	RUT	P/E	13.17	EPS (ttm)	1.67	Insider Own	12.00%	Shs Outstand	270.74M	Perf Week	1.29%
Market Cap	6.21B	Forward P/E	33.50	EPS next Y	0.65	Insider Trans	-30.94%	Shs Float	238.23M	Perf Month	-1.35%
Enterprise Value	6.03B	PEG	0.55	EPS next Q	0.11	Inst Own	83.11%	Short Float	4.46%	Perf Quarter	-17.34%
Income	429.19M	P/S	13.05	EPS this Y	14.30%	Inst Trans	3.23%	Short Ratio	3.04	Perf Half Y	-23.11%
Sales	475.95M	P/B	4.77	EPS next Y	24.51%	ROA	46.83%	Short Interest	10.62M	Perf YTD	-20.31%
Book/sh	4.60	P/C	21.96	EPS next 5Y	24.16%	ROE	58.14%	52W High	35.71 -38.59%	Perf Year	17.71%
Cash/sh	1.00	P/FCF	76.38	EPS past 3/5Y	- 119.42%	ROIC	36.56%	52W Low	17.63 24.40%	Perf 3Y	73.50%
Dividend Est.	-	EV/EBITDA	128.07	Sales past 3/5Y	21.48% 21.88%	Gross Margin	72.82%	Volatility	3.28% 3.21%	Perf 5Y	-
Dividend TTM	-	EV/Sales	12.66	EPS Y/Y TTM	2210.93%	Oper. Margin	7.20%	ATR (14)	0.73	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.03	Sales Y/Y TTM	23.21%	Profit Margin	90.18%	RSI (14)	44.17	Recom	1.33
Dividend Gr. 3/5Y	- -	Current Ratio	5.03	EPS Q/Q	256.76%	SMA20	-3.12%	Beta	0.74	Target Price	32.70
Payout	0.00%	Debt/Eq	0.06	Sales Q/Q	23.51%	SMA50	-3.84%	Rel Volume	1.59	Prev Close	22.00
Employees	1915	LT Debt/Eq	0.05	Earnings	Apr 30 AMC	SMA200	-16.86%	Avg Volume	3.50M	Price	21.93
IPO	Sep 24, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.01% 1.42%	Trades		Volume	5,547,276	Change	-0.32%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-24-25	Resumed	Piper Sandler	Overweight	$27
May-19-25	Resumed	Goldman	Neutral	$26
Apr-25-25	Resumed	JP Morgan	Overweight	$28
Feb-20-25	Upgrade	Piper Sandler	Neutral → Overweight	$28 → $36
Jan-17-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$30 → $34
Jan-14-25	Upgrade	DA Davidson	Neutral → Buy	$35 → $32
Nov-08-24	Downgrade	DA Davidson	Buy → Neutral	$31 → $35
Nov-07-24	Upgrade	JP Morgan	Neutral → Overweight	$23 → $33
Aug-19-24	Initiated	Citigroup	Buy	$28
Jul-08-24	Upgrade	Oppenheimer	Perform → Outperform	$25
Feb-29-24	Downgrade	JP Morgan	Overweight → Neutral	$24 → $22
Nov-07-23	Initiated	UBS	Buy	$24
Sep-25-23	Upgrade	Loop Capital	Hold → Buy	$20 → $25
Apr-10-23	Initiated	MoffettNathanson	Outperform	$19.50
Jan-12-23	Downgrade	Oppenheimer	Outperform → Perform
Jul-13-22	Downgrade	Goldman	Neutral → Sell	$23 → $12
Oct-19-21	Initiated	William Blair	Outperform
Oct-19-21	Initiated	Wells Fargo	Overweight	$28
Oct-19-21	Initiated	RBC Capital Mkts	Outperform	$29
Oct-19-21	Initiated	Oppenheimer	Outperform	$27

Show Previous Ratings

Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-23-25 03:11PM	Oppenheimer Cuts Clearwater Analytics (CWAN) PT to $36, Keeps Outperform Rating (Insider Monkey)
Jun-18-25 09:00AM	HG Re Ltd. Selects Clearwater Analytics for Performance Attribution and Risk Management (Business Wire)
Jun-16-25 08:00AM	All Super-Voting Shares of Clearwater Analytics Converted to Single-Vote Shares (Business Wire)
Jun-12-25 07:13AM	Pool Re taps Clearwater Analytics to support investment operations (Life Insurance International)
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Jun-10-25 08:00AM	Pool Re Selects Clearwater Analytics to Modernize Investment Operations and Risk Management (Business Wire)
May-21-25 09:00AM	Clearwater Analytics: Insurance Investment Outsourcing Hits Record $4.5 Trillion as Insurers Expand Further into Private Markets (Business Wire) -5.16%
May-14-25 03:00AM	Norli Liv & Pension Modernizes Investment Operations with Clearwater Analytics (Business Wire)
May-07-25 09:00AM	Wayne Cooperative Insurance Expands Clearwater Analytics Relationship with Risk and Performance Analytics Suite (Business Wire)
May-01-25 11:35AM	ClearBridge Small Cap Growth Fund Q1 2025 Commentary (Seeking Alpha)
08:03AM	Q1 2025 Clearwater Analytics Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
03:20AM	Clearwater Analytics Holdings Inc (CWAN) Q1 2025 Earnings Call Highlights: Strong Revenue ... (GuruFocus.com)
Apr-30-25 08:43PM	Clearwater Analytics Holdings, Inc. (CWAN) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:00PM	Clearwater Analytics (CWAN) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:57PM	Clearwater Analytics: Q1 Earnings Snapshot (Associated Press Finance)
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04:15PM	Clearwater Analytics Completes Acquisition of Beacon, Deepening Risk and Modeling Capabilities (Business Wire)
04:15PM	Clearwater Analytics Announces First Quarter 2025 Financial Results (Business Wire)
Apr-29-25 04:15PM	Clearwater Analytics Promotes Key Executives to Accelerate Growth and Operational Excellence (Business Wire)
12:03PM	Clearwater Analytics Holdings, Inc. (CWAN): Among the Oversold Tech Stocks to Buy According to Hedge Funds (Insider Monkey)
12:03PM	Clearwater Analytics Holdings, Inc. (CWAN): Among the Oversold Tech Stocks to Buy According to Hedge Funds (READY TO EDIT1) (Insider Monkey)
Apr-27-25 04:13PM	Clearwater Analytics Holdings, Inc. (CWAN): Among the Oversold Growth Stocks to Buy Now (Insider Monkey)
Apr-24-25 01:43AM	Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy (Seeking Alpha)
Apr-21-25 04:15PM	Clearwater Analytics Finalizes Acquisition of Enfusion (Business Wire) -7.54%
Apr-17-25 10:50AM	Can Strong Recurring Revenue Growth Push SPNS Stock Higher in 2025? (Zacks)
08:00AM	Clearwater Analytics and Enfusion Announce Preliminary Results of Election by Enfusion Shareholders Regarding Form of Merger Consideration (Business Wire)
Apr-16-25 04:15PM	Clearwater Analytics to Participate in Upcoming Investor Conferences in Second Quarter 2025 (Business Wire)
04:15PM	Clearwater Analytics to Announce First Quarter 2025 Financial Results on April 30, 2025 (Business Wire)
Apr-07-25 08:00AM	ClearBridge Small Cap Growth Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-02-25 04:15PM	Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration (Business Wire) -6.29%
Mar-31-25 04:40PM	Clearwater Analytics (CWAN): Among the Best Debt Free Mid Cap Stocks to Buy Now (Insider Monkey)
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Mar-28-25 03:59PM	Baird Q4 2024 Small/Mid Cap Growth Equity Commentary (Seeking Alpha)
Mar-18-25 03:51PM	Is Clearwater Analytics (CWAN) One of the Best Fintech Stocks to Buy According to Billionaires? (Insider Monkey)
Mar-12-25 06:30AM	Clearwater Analytics to Acquire Beacon and Blackstone's Bistro to Deliver Investment Intelligence Across Private Markets (Business Wire)
Mar-07-25 06:06PM	Clearwater Analytics Holdings (CWAN): Among the Best Low Beta Tech Stocks to Buy According to Analysts (Insider Monkey)
03:12PM	Clearwater Analytics Stock Offers Growth To Investors Amid Turbulent Market (Investor's Business Daily)
Mar-05-25 10:39AM	Is Clearwater Analytics Holdings, Inc. (CWAN) The Best Performing Fintech Stock to Buy According to Analysts? (Insider Monkey)
Feb-26-25 07:14PM	Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion (Business Wire)
Feb-24-25 01:07PM	Software Stock Hits All-Time High Amid Generative AI Transformer Push, Eyes New Buy Point (Investor's Business Daily)
Feb-20-25 11:08PM	Why Clearwater Analytics Holdings, Inc. (CWAN) Went Up On Thursday? (Insider Monkey) +10.72%
02:31PM	Clearwater Analytics' Enfusion Infusion Offers Compelling Value Proposition, Analyst Upgrades Stock (Benzinga)
02:13AM	Clearwater Analytics Holdings Inc (CWAN) Q4 2024 Earnings Call Highlights: Strong Revenue ... (GuruFocus.com)
Feb-19-25 06:05PM	Clearwater Analytics (CWAN) Q4 Earnings and Revenues Surpass Estimates (Zacks)
05:12PM	Clearwater Analytics: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Clearwater Analytics Announces Fourth Quarter and Full Year 2024 Financial Results (Business Wire)
04:30AM	Clearwater Analytics Holdings Inc (CWAN) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Feb-17-25 09:16AM	Unlocking Q4 Potential of Clearwater Analytics (CWAN): Exploring Wall Street Estimates for Key Metrics (Zacks)
Feb-14-25 02:23PM	Enfusion, Inc. (ENFN): Among The SmallCap Stocks Insiders Are Selling Recently (Insider Monkey)
Feb-13-25 02:25PM	Is Clearwater Analytics (CWAN) One of the Best Mid-Cap Growth Stocks to Buy According to Analysts? (Insider Monkey)
Feb-06-25 04:28PM	Clearwater Analytics Holdings Inc. (CWAN) Among Hot Tech Stocks to Buy Right Now (Insider Monkey)
Feb-05-25 04:15PM	Clearwater Analytics to Participate in Upcoming Investor Conferences in First Quarter 2025 (Business Wire)
04:15PM	Clearwater Analytics to Announce Fourth Quarter and Full Year 2024 Financial Results on February 19, 2025 (Business Wire)
Feb-03-25 07:00AM	Clearwater Analytics Announces Launch of $800 Million Term Loan B (Business Wire)
Jan-27-25 07:00PM	Clearwater Analytics Accelerates Growth in Asia-Pacific with Leadership Appointments and Award Recognition (Business Wire)
Jan-23-25 04:47PM	Crane NXT Stock Sees IBD RS Rating Improve To 75 (Investor's Business Daily)
Jan-22-25 09:00AM	Security Mutual Selects Clearwater Analytics for Risk and Performance Management (Business Wire)
Jan-18-25 05:44PM	Why Clearwater Analytics Holdings (CWAN) Is One of the Best Russell 2000 Stocks to Invest in According to Analysts? (Insider Monkey)
Jan-13-25 06:40AM	Clearwater to buy software maker Enfusion for $1.5 billion in expansion push (Reuters)
06:30AM	Clearwater Analytics to Acquire Enfusion for $1.5 Billion Expanding its Investment Management Platform with Front-to-Back Capabilities (Business Wire)
Jan-10-25 07:48AM	Here are the Reasons to Invest in Clearwater Analytics Holdings (CWAN) (Insider Monkey)
Jan-06-25 08:09AM	Do You Believe in the Growth Potential of Clearwater Analytics Holdings (CWAN)? (Insider Monkey)
Jan-03-25 12:00PM	Clearwater Analytics (CWAN) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
Dec-11-24 11:51AM	AI Stock Clearwater Analytics Pulls Back To Key Level Following Big Earnings Move (Investor's Business Daily)
Dec-06-24 08:48AM	TSCM U.S. Small Cap Growth Strategy Trimmed Clearwater Analytics Holdings, Inc. (CWAN) On Appreciation (Insider Monkey)
Dec-04-24 09:00AM	ACERA Taps Clearwater Analytics to Transform Data Validation and Simplify Total Plan Reporting (Business Wire)
Dec-02-24 02:20PM	Are Computer and Technology Stocks Lagging Clearwater Analytics Holdings (CWAN) This Year? (Zacks)
Nov-20-24 11:31AM	Clearwater Analytics Holdings (CWAN) Surged After Reporting Record Results (Insider Monkey)
Nov-19-24 09:00AM	Industrial Alliance Portfolio Management Sharpens its Risk and Performance Reporting with Clearwater Analytics (Business Wire)
Nov-15-24 09:40AM	Is Clearwater Analytics Holdings (CWAN) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Nov-11-24 04:36PM	Clearwater Analytics Announces Launch of Secondary Offering of Class A Common Stock (Business Wire)
Nov-09-24 06:55AM	Clearwater Analytics downgraded to Neutral from Buy at DA Davidson (TipRanks)
Nov-08-24 06:55AM	Clearwater Analytics price target raised to $35 from $31 at Oppenheimer (TipRanks)
Nov-07-24 02:28AM	Clearwater Analytics Holdings Inc (CWAN) Q3 2024 Earnings Call Highlights: Strong Revenue ... (GuruFocus.com) +14.73%
Nov-06-24 08:00PM	Compared to Estimates, Clearwater Analytics (CWAN) Q3 Earnings: A Look at Key Metrics (Zacks) +6.01%
06:40PM	Clearwater Analytics (CWAN) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
05:36PM	Clearwater Analytics: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Clearwater Analytics Announces Third Quarter 2024 Financial Results (Business Wire)
Nov-05-24 07:39AM	Earnings To Watch: Clearwater Analytics Holdings Inc (CWAN) Reports Q3 2024 Result (GuruFocus.com)
Oct-30-24 09:19AM	Clearwater Analytics, Snowflake enter data partnership (Private Banker International)
Oct-29-24 09:00AM	Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers (Business Wire)
Oct-23-24 04:15PM	Clearwater Analytics to Participate in Upcoming Investor Conferences in Fourth Quarter 2024 (Business Wire)
04:15PM	Clearwater Analytics to Announce Third Quarter 2024 Financial Results on November 6, 2024 (Business Wire)
Oct-18-24 11:43AM	Payments Firm Trounces Nvidia On This Elite List With Whopping 967% Gain (Investor's Business Daily)
Oct-15-24 09:00AM	Clearwater Analytics Bolsters EMEA Expansion with Key Go-to-Market and Client Onboarding Leadership Appointments (PR Newswire)
Sep-18-24 09:00AM	Clearwater Analytics Launches New Standard in Corporate Treasury Benchmarking (PR Newswire)
Sep-17-24 06:30PM	Clearwater Analytics Honors Industry Leaders with 2024 Excellence Awards (PR Newswire)
Sep-12-24 01:07AM	Insider Sale: Scott Erickson Sells Shares of Clearwater Analytics Holdings Inc (CWAN) (GuruFocus.com)
Sep-03-24 09:00AM	Clearwater to Unveil New Innovation for Accounting and Investment Professionals at Connect 2024 (PR Newswire)
Aug-27-24 05:44PM	Clearwater Analytics Holdings, Inc. (CWAN): One of Oppenheimer's Top Stock Picks For the Next 12 Months (Insider Monkey)
Aug-22-24 03:00PM	Insider Sale at Clearwater Analytics Holdings Inc (CWAN): Chief Client Officer Subi Sethi Sells ... (GuruFocus.com)
Aug-19-24 05:00PM	Insider Sale: CFO James Cox Sells Shares of Clearwater Analytics Holdings Inc (CWAN) (GuruFocus.com)
09:00AM	Clearwater Analytics Strengthens Leadership Team with Appointment of Fleur Sohtz as New Chief Marketing Officer (PR Newswire)
Aug-15-24 08:00AM	Software Leader Clearwater Analytics Harnesses AI, Data To Drive Profit Growth (Investor's Business Daily)
Aug-14-24 09:00AM	Clearwater Analytics Study Reveals Client Engagement as Dominant Driver of Investment Flows (PR Newswire)
Aug-12-24 07:18PM	Insider Sale: Director Jacques Aigrain Sells 25,000 Shares of Clearwater Analytics Holdings Inc ... (GuruFocus.com)
Aug-06-24 08:00AM	La France Mutualiste Successfully Moves its Unit-Linked Activities to Clearwater Analytics (PR Newswire)
Aug-01-24 09:00PM	Clearwater Analytics (CWAN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +20.31%
09:00AM	Clearwater Analytics Unveils Commercial Paper Issuance Tool for Institutional Investors (PR Newswire)
Jul-31-24 10:53PM	CWAN Stock Earnings: Clearwater Analytics Hldg Meets EPS, Beats Revenue for Q2 2024 (InvestorPlace)
06:05PM	Clearwater Analytics (CWAN) Q2 Earnings Match Estimates (Zacks)
05:05PM	Clearwater Analytics: Q2 Earnings Snapshot (Associated Press Finance)

Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CORBET KATHLEEN A	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	24,832	Jun 25 04:50 PM
Singh Jaswinder Pal	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	33,575	Jun 25 04:49 PM
Jones Lisa	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	29,065	Jun 25 09:09 AM
AIGRAIN JACQUES	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	22,962	Jun 25 09:05 AM
Cox James S	Chief Financial Officer	Jun 16 '25	Option Exercise	4.40	34,700	152,680	388,585	Jun 18 10:46 AM
Cox James S	Chief Financial Officer	Jun 16 '25	Sale	22.25	18,700	416,062	348,885	Jun 18 10:46 AM
Sahai Sandeep	Chief Executive Officer	Jun 13 '25	Option Exercise	4.40	113,524	499,506	990,278	Jun 16 07:58 PM
Sahai Sandeep	Chief Executive Officer	Jun 13 '25	Sale	22.25	50,000	1,112,565	876,754	Jun 16 07:58 PM
JAMES COX	Officer	Jun 16 '25	Proposed Sale	22.11	18,700	413,457		Jun 16 04:29 PM
SANDEEP SAHAI	Director	Jun 13 '25	Proposed Sale	22.82	50,000	1,141,000		Jun 13 04:47 PM
WCAS XIII CARBON ANALYTICS ACQ	10% Owner	Jun 12 '25	Sale	24.07	14,137,500	340,289,625	0	Jun 12 09:14 PM
WCAS XIII Associates LLC	Affiliate	Jun 10 '25	Proposed Sale	24.75	14,137,500	349,903,125		Jun 10 07:07 PM
CORBET KATHLEEN A	Director	May 20 '25	Sale	23.66	12,634	298,948	14,498	May 21 05:43 PM
CORBET KATHLEEN A	Director	May 19 '25	Proposed Sale	23.83	12,634	301,068		May 19 10:00 AM
Cox James S	Chief Financial Officer	May 15 '25	Option Exercise	4.40	34,114	150,102	392,999	May 16 04:08 PM
Cox James S	Chief Financial Officer	May 15 '25	Sale	23.90	18,700	446,999	353,885	May 16 04:08 PM
JAMES COX	Officer	May 15 '25	Proposed Sale	24.08	18,700	450,296		May 15 04:24 PM
Sahai Sandeep	Chief Executive Officer	May 13 '25	Option Exercise	4.40	111,227	489,399	987,981	May 14 06:14 PM
Sahai Sandeep	Chief Executive Officer	May 13 '25	Sale	24.29	50,000	1,214,285	876,754	May 14 06:14 PM
SANDEEP SAHAI	Director	May 13 '25	Proposed Sale	24.37	50,000	1,218,500		May 13 04:23 PM
Cox James S	Chief Financial Officer	Apr 15 '25	Option Exercise	4.40	34,358	151,175	398,243	Apr 17 03:17 PM
Cox James S	Chief Financial Officer	Apr 15 '25	Sale	23.17	18,700	433,363	358,885	Apr 17 03:17 PM
JAMES COX	Officer	Apr 15 '25	Proposed Sale	23.11	18,700	432,157		Apr 15 04:31 PM
Sahai Sandeep	Chief Executive Officer	Apr 14 '25	Option Exercise	4.40	112,516	495,070	989,270	Apr 15 02:56 PM
Sahai Sandeep	Chief Executive Officer	Apr 14 '25	Sale	23.09	50,000	1,154,500	876,754	Apr 15 02:56 PM
SANDEEP SAHAI	Director	Apr 14 '25	Proposed Sale	23.07	50,000	1,153,500		Apr 14 04:22 PM
Cox James S	Chief Financial Officer	Mar 31 '25	Option Exercise	0.00	10,938	0	367,853	Apr 02 10:56 AM
Sahai Sandeep	Chief Executive Officer	Mar 31 '25	Option Exercise	0.00	34,530	0	886,672	Apr 02 10:56 AM
Das Souvik	Chief Technology Officer	Mar 31 '25	Option Exercise	0.00	9,844	0	140,363	Apr 02 10:56 AM
Erickson Scott Stanley	Chief Revenue Officer	Mar 31 '25	Option Exercise	0.00	8,281	0	14,587	Apr 02 10:56 AM
Sethi Subi	Chief Client Officer	Mar 31 '25	Option Exercise	0.00	15,626	0	214,042	Apr 02 10:56 AM
CORBET KATHLEEN A	Director	Mar 17 '25	Sale	26.47	7,527	199,265	27,132	Mar 18 05:02 PM
Cox James S	Chief Financial Officer	Mar 17 '25	Option Exercise	4.40	33,357	146,771	396,859	Mar 18 10:22 AM
Cox James S	Chief Financial Officer	Mar 17 '25	Sale	26.58	18,700	497,125	358,502	Mar 18 10:22 AM
JAMES COX	Officer	Mar 17 '25	Proposed Sale	26.91	18,700	503,217		Mar 17 04:26 PM
CORBET KATHLEEN A	Director	Mar 17 '25	Proposed Sale	26.50	7,527	199,465		Mar 17 10:44 AM
WP CA Holdco, L.P.	Affiliate	Mar 14 '25	Proposed Sale	26.91	6,088,609	163,844,468		Mar 14 08:33 PM
Sahai Sandeep	Chief Executive Officer	Mar 13 '25	Option Exercise	4.40	109,161	480,308	966,959	Mar 14 10:33 AM
Sahai Sandeep	Chief Executive Officer	Mar 13 '25	Sale	26.56	50,000	1,327,835	857,798	Mar 14 10:33 AM
SANDEEP SAHAI	Director	Mar 13 '25	Proposed Sale	27.54	50,000	1,377,000		Mar 13 04:24 PM
Erickson Scott Stanley	Chief Revenue Officer	Mar 10 '25	Option Exercise	4.00	9,891	39,564	17,793	Mar 11 05:39 PM
Erickson Scott Stanley	Chief Revenue Officer	Mar 10 '25	Sale	27.65	4,141	114,489	7,902	Mar 11 05:39 PM
SCOTT ERICKSON	Officer	Mar 10 '25	Proposed Sale	28.74	4,141	119,012		Mar 10 04:22 PM
Erickson Scott Stanley	Chief Revenue Officer	Mar 03 '25	Option Exercise	4.00	9,722	38,888	134,346	Mar 04 06:15 PM
Erickson Scott Stanley	Chief Revenue Officer	Mar 03 '25	Sale	30.78	120,863	3,720,351	7,902	Mar 04 06:15 PM
SCOTT ERICKSON	Officer	Mar 03 '25	Proposed Sale	31.10	120,863	3,758,839		Mar 03 04:16 PM
Erickson Scott Stanley	Chief Revenue Officer	Feb 19 '25	Option Exercise	0.00	141,899	0	161,697	Feb 21 10:44 AM
Erickson Scott Stanley	Chief Revenue Officer	Feb 19 '25	Sale	30.07	76,256	2,293,071	78,363	Feb 21 10:44 AM
Sahai Sandeep	Chief Executive Officer	Feb 19 '25	Option Exercise	0.00	460,630	0	950,198	Feb 21 10:44 AM
Sahai Sandeep	Chief Executive Officer	Feb 19 '25	Sale	30.07	218,687	6,576,071	681,588	Feb 21 10:44 AM
Sethi Subi	Chief Client Officer	Feb 19 '25	Option Exercise	0.00	131,766	0	221,694	Feb 21 10:44 AM
Sethi Subi	Chief Client Officer	Feb 19 '25	Sale	30.07	62,482	1,878,877	144,973	Feb 21 10:44 AM
Das Souvik	Chief Technology Officer	Feb 19 '25	Option Exercise	0.00	143,750	0	174,719	Feb 21 10:44 AM
Das Souvik	Chief Technology Officer	Feb 19 '25	Sale	30.07	76,844	2,310,753	68,902	Feb 21 10:44 AM
Cox James S	Chief Financial Officer	Feb 19 '25	Option Exercise	0.00	190,453	0	410,746	Feb 21 10:44 AM
Cox James S	Chief Financial Officer	Feb 19 '25	Sale	30.07	101,808	3,061,438	307,854	Feb 21 10:44 AM
Cox James S	Chief Financial Officer	Feb 18 '25	Option Exercise	4.40	33,176	145,974	313,033	Feb 18 08:23 PM
Cox James S	Chief Financial Officer	Feb 18 '25	Sale	27.33	18,700	511,059	274,857	Feb 18 08:23 PM
JAMES COX	Officer	Feb 18 '25	Proposed Sale	26.91	18,700	503,217		Feb 18 04:26 PM
Sahai Sandeep	Chief Executive Officer	Feb 13 '25	Option Exercise	4.40	108,325	476,630	724,180	Feb 14 05:21 PM
Sahai Sandeep	Chief Executive Officer	Feb 13 '25	Sale	27.63	50,000	1,381,560	615,855	Feb 14 05:21 PM
SANDEEP SAHAI	Director	Feb 13 '25	Proposed Sale	27.46	50,000	1,373,000		Feb 13 04:30 PM
Cox James S	Chief Financial Officer	Jan 15 '25	Option Exercise	4.40	33,268	146,379	318,125	Jan 17 10:54 AM
Cox James S	Chief Financial Officer	Jan 15 '25	Sale	26.94	18,700	503,826	279,857	Jan 17 10:54 AM
JAMES COX	Officer	Jan 15 '25	Proposed Sale	26.45	18,700	494,615		Jan 15 04:21 PM
Sahai Sandeep	Chief Executive Officer	Jan 13 '25	Option Exercise	4.40	109,725	482,790	725,580	Jan 15 08:55 AM
Sahai Sandeep	Chief Executive Officer	Jan 13 '25	Sale	25.89	50,000	1,294,360	615,855	Jan 15 08:55 AM
SANDEEP SAHAI	Director	Jan 13 '25	Proposed Sale	27.03	50,000	1,351,500		Jan 13 04:24 PM
Cox James S	Chief Financial Officer	Jan 01 '25	Option Exercise	0.00	130,341	0	311,858	Jan 03 04:15 PM
Cox James S	Chief Financial Officer	Dec 31 '24	Option Exercise	0.00	3,125	0	217,169	Jan 03 04:15 PM
Sethi Subi	Chief Client Officer	Jan 01 '25	Option Exercise	0.00	67,575	0	140,569	Jan 03 04:15 PM
Sethi Subi	Chief Client Officer	Dec 31 '24	Option Exercise	0.00	7,812	0	93,917	Jan 03 04:15 PM
Sahai Sandeep	Chief Executive Officer	Jan 01 '25	Option Exercise	0.00	295,319	0	658,187	Jan 03 04:14 PM
Sahai Sandeep	Chief Executive Officer	Dec 31 '24	Option Exercise	0.00	12,538	0	454,262	Jan 03 04:14 PM
Erickson Scott Stanley	Chief Revenue Officer	Jan 01 '25	Option Exercise	0.00	93,923	0	75,023	Jan 03 04:13 PM
Erickson Scott Stanley	Chief Revenue Officer	Dec 31 '24	Option Exercise	0.00	3,125	0	9,498	Jan 03 04:13 PM
Das Souvik	Chief Technology Officer	Jan 01 '25	Option Exercise	0.00	89,063	0	92,039	Jan 03 04:10 PM
Das Souvik	Chief Technology Officer	Dec 31 '24	Option Exercise	0.00	4,687	0	19,415	Jan 03 04:10 PM
Cox James S	Chief Financial Officer	Dec 16 '24	Option Exercise	4.40	32,618	143,519	251,662	Dec 17 01:33 PM
Cox James S	Chief Financial Officer	Dec 16 '24	Sale	29.65	18,700	554,499	214,044	Dec 17 01:33 PM
JAMES COX	Officer	Dec 16 '24	Proposed Sale	29.56	18,700	552,772		Dec 16 04:29 PM
Erickson Scott Stanley	Chief Revenue Officer	Dec 10 '24	Option Exercise	4.00	9,215	36,860	15,588	Dec 11 09:40 AM
Erickson Scott Stanley	Chief Revenue Officer	Dec 10 '24	Sale	29.07	3,890	113,075	6,373	Dec 11 09:40 AM
SCOTT ERICKSON	Officer	Dec 10 '24	Proposed Sale	28.83	3,890	112,149		Dec 10 04:25 PM
Sahai Sandeep	Chief Executive Officer	Dec 09 '24	Option Exercise	4.40	298,962	1,315,433	740,686	Dec 10 04:06 PM
Sahai Sandeep	Chief Executive Officer	Dec 09 '24	Sale	28.94	139,172	4,027,067	441,724	Dec 10 04:06 PM
SANDEEP SAHAI	Director	Dec 09 '24	Proposed Sale	29.75	139,172	4,140,367		Dec 09 04:43 PM
WCAS XIII CARBON ANALYTICS ACQ	10% Owner	Dec 04 '24	Sale	29.25	10,645,133	311,370,140	0	Dec 04 07:53 PM
Galibier Purchaser, LLC	Director	Dec 02 '24	Sale	29.25	4,283,243	125,284,858	0	Dec 04 04:41 PM
Galibier Purchaser, LLC	10% Owner	Dec 02 '24	Proposed Sale	29.25	4,283,243	125,284,858		Dec 02 09:40 PM
WCAS XIII Associates LLC	Affiliate	Dec 02 '24	Proposed Sale	31.08	10,645,133	330,850,734		Dec 02 08:54 PM
Cox James S	Chief Financial Officer	Nov 15 '24	Option Exercise	4.40	32,490	142,956	256,534	Nov 18 05:20 PM
Cox James S	Chief Financial Officer	Nov 15 '24	Sale	30.34	18,700	567,312	219,044	Nov 18 05:20 PM
JAMES COX	Officer	Nov 15 '24	Proposed Sale	30.45	18,700	569,415		Nov 15 04:33 PM
Galibier Purchaser, LLC	Director	Nov 13 '24	Sale	29.11	6,252,549	182,011,701	0	Nov 15 04:30 PM
WARBURG PINCUS LLC	Former 10% Owner	Nov 13 '24	Sale	29.11	3,103,450	90,341,430	0	Nov 14 04:08 PM
WARBURG PINCUS LLC	Former 10% Owner	Nov 13 '24	Sale	29.11	3,103,450	90,341,430	0	Nov 14 04:05 PM
WCAS XIII CARBON ANALYTICS ACQ	10% Owner	Nov 13 '24	Sale	29.11	15,539,445	452,353,244	0	Nov 13 05:37 PM
Erickson Scott Stanley	Chief Revenue Officer	Nov 11 '24	Option Exercise	4.00	9,110	36,440	15,483	Nov 13 09:20 AM
Erickson Scott Stanley	Chief Revenue Officer	Nov 11 '24	Sale	31.34	3,890	121,922	6,373	Nov 13 09:20 AM

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GL

Globe Life Inc

Jun 30 • 04:00PM ET

124.29

Dollar change +0.40
Percentage change 0.32	%

Financial • Insurance - Life • USA • NYSE

Peers: MET PRU AIG BRK-B LNC AFL UNM PFG VOYA CNO

| Held by: VTI VOO VB VBR RSP SPY IVV XLF VIG IWR

Index	S&P 500	P/E	10.11	EPS (ttm)	12.29	Insider Own	0.74%	Shs Outstand	82.92M	Perf Week	1.79%
Market Cap	10.26B	Forward P/E	8.33	EPS next Y	14.93	Insider Trans	-19.89%	Shs Float	82.01M	Perf Month	2.74%
Enterprise Value	-	PEG	1.01	EPS next Q	3.26	Inst Own	84.53%	Short Float	1.70%	Perf Quarter	-4.22%
Income	1.07B	P/S	1.76	EPS this Y	10.78%	Inst Trans	-1.88%	Short Ratio	2.23	Perf Half Y	12.29%
Sales	5.84B	P/B	1.90	EPS next Y	8.95%	ROA	3.68%	Short Interest	1.40M	Perf YTD	11.45%
Book/sh	65.43	P/C	-	EPS next 5Y	9.97%	ROE	20.47%	52W High	133.76 -7.08%	Perf Year	49.37%
Cash/sh	-	P/FCF	7.28	EPS past 3/5Y	18.26% 11.82%	ROIC	13.82%	52W Low	80.36 54.67%	Perf 3Y	31.15%
Dividend Est.	1.05 (0.85%)	EV/EBITDA	-	Sales past 3/5Y	4.16% 5.00%	Gross Margin	-	Volatility	1.32% 1.58%	Perf 5Y	66.12%
Dividend TTM	0.99 (0.80%)	EV/Sales	-	EPS Y/Y TTM	16.60%	Oper. Margin	25.95%	ATR (14)	2.08	Perf 10Y	110.55%
Dividend Ex-Date	Jul 03, 2025	Quick Ratio	-	Sales Y/Y TTM	5.41%	Profit Margin	18.33%	RSI (14)	59.75	Recom	1.67
Dividend Gr. 3/5Y	6.71% 6.83%	Current Ratio	0.80	EPS Q/Q	12.74%	SMA20	2.47%	Beta	0.56	Target Price	145.00
Payout	8.04%	Debt/Eq	0.52	Sales Q/Q	4.54%	SMA50	2.49%	Rel Volume	0.80	Prev Close	123.89
Employees	3732	LT Debt/Eq	0.43	Earnings	Apr 30 AMC	SMA200	6.88%	Avg Volume	625.88K	Price	124.29
IPO	Oct 01, 1980	Option/Short	Yes / Yes	EPS/Sales Surpr.	-5.06% -0.53%	Trades		Volume	503,194	Change	0.32%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-23-25	Initiated	BMO Capital Markets	Market Perform	$114
Jan-08-25	Upgrade	Evercore ISI	In-line → Outperform	$132 → $143
Oct-09-24	Initiated	TD Cowen	Buy	$150
Apr-24-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$130 → $110
Oct-31-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$122 → $137
Aug-18-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$131
Apr-25-23	Initiated	Wells Fargo	Equal Weight	$120
Oct-28-22	Downgrade	Evercore ISI	Outperform → In-line	$115 → $114
Sep-22-22	Initiated	Raymond James	Strong Buy	$138
Jun-15-22	Upgrade	Evercore ISI	In-line → Outperform	$105 → $112
Jan-26-22	Initiated	Jefferies	Hold	$106
Jan-21-22	Initiated	Wolfe Research	Underperform	$85
Jan-12-22	Upgrade	Piper Sandler	Neutral → Overweight	$105 → $117
Jul-24-20	Upgrade	Evercore ISI	Underperform → In-line
Jun-05-20	Initiated	Piper Sandler	Neutral	$87
Sep-20-19	Initiated	Credit Suisse	Outperform	$114

Show Previous Ratings

Jun-26-25 06:30AM	Globe Life Stock: Is GL Outperforming the Financial Sector? (Barchart)
Jun-16-25 08:14AM	Zacks Industry Outlook Highlights Aflac, Unum, Trupanion, Globe Life and AMERISAFE (Zacks)
Jun-13-25 01:33PM	5 Accident & Health Insurance Stocks to Watch as Exposure Increases (Zacks)
09:53AM	UNM Stock Trading at a Discount to Industry at 1.23X: Time to Hold? (Zacks)
Jun-05-25 09:52AM	GL Outperforms Industry, Trades at a Discount: How to Play the Stock (Zacks)
11:31AM	Loading…
May-30-25 11:31AM	Why Is Globe Life (GL) Up 2.8% Since Last Earnings Report? (Zacks)
May-12-25 04:37PM	Globe Life Ballfield Officially Opens at Sandhills Global Youth Complex (PR Newswire)
May-02-25 04:24AM	Q1 2025 Globe Life Inc Earnings Call (Thomson Reuters StreetEvents)
03:16AM	Globe Life Inc (GL) Q1 2025 Earnings Call Highlights: Strong Operating Income and Strategic ... (GuruFocus.com)
May-01-25 03:08PM	Globe Life Inc. (GL) Q1 2025 Earnings Call Transcript (Seeking Alpha)
11:01AM	Globe Life Q1 Earnings Lag Estimates, Revenues & Premium Rise Y/Y (Zacks)
Apr-30-25 06:30PM	Here's What Key Metrics Tell Us About Globe Life (GL) Q1 Earnings (Zacks)
05:35PM	Globe Life (GL) Misses Q1 Earnings and Revenue Estimates (Zacks)
04:27PM	Globe Life: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	GLOBE LIFE INC. REPORTS FIRST QUARTER 2025 RESULTS (PR Newswire)
05:55PM	Loading…
Apr-29-25 05:55PM	UMB Financial (UMBF) Tops Q1 Earnings and Revenue Estimates (Zacks)
Apr-28-25 08:00AM	Earn A Potentially 12%-15% Income: Monthly Options Series (May 2025) (Seeking Alpha)
07:00AM	Globe Life Inc. Announces First Quarter 2025 Earnings Release and Conference Call (PR Newswire)
Apr-24-25 04:15PM	GLOBE LIFE INC. DECLARES DIVIDEND (PR Newswire)
10:02AM	Acadian Asset Management (AAMI) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-23-25 10:01AM	Globe Life (GL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-22-25 10:28AM	Globe Life Inc. (GL): Among Small Cap Financial Stocks Hedge Funds Are Buying (Insider Monkey)
07:10AM	Synchrony (SYF) Surpasses Q1 Earnings Estimates (Zacks)
Apr-21-25 05:35PM	Community West Bancshares (CWBC) Lags Q1 Earnings and Revenue Estimates (Zacks)
Apr-19-25 08:01AM	Our Top 10 High Growth Dividend Stocks - April 2025 (Seeking Alpha)
Apr-15-25 04:10PM	Globe Life Inc. Announces Virtual 2025 Annual Meeting of Shareholders (PR Newswire)
06:20AM	Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? (Zacks)
Apr-14-25 05:15PM	Applied Digital Corporation (APLD) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
Apr-13-25 02:05PM	Globe Life: Share Repurchases Masking Mediocre Growth, But Still Compares Well To Peers (Seeking Alpha)
Apr-10-25 06:20AM	Is Invesco S&P 500 Equal Weight Financials ETF (RSPF) a Strong ETF Right Now? (Zacks)
09:40AM	Loading…
Mar-31-25 09:40AM	Is Globe Life (GL) Stock Undervalued Right Now? (Zacks)
Mar-30-25 05:52PM	Procter & Gamble, Johnson & Johnson Among 10 Companies To Announce Dividend Increases In First Half Of April (Seeking Alpha)
04:14PM	Hartford Global Impact Fund Q4 2024 Commentary (Seeking Alpha)
Mar-29-25 01:55AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 30 (Seeking Alpha)
Mar-27-25 09:21AM	Trading Near 52-Week High, Why GL Stock is Still Worth Buying Now (Zacks)
Mar-26-25 10:53PM	21 Upcoming Dividend Increases To Finish Q1 (SeekingAlpha)
06:20AM	Is SPDR S&P Insurance ETF (KIE) a Strong ETF Right Now? (Zacks)
Mar-25-25 01:13PM	Rithm Capital Reaches Milestone With Record MSR-Backed Debt Issuance (Zacks)
Mar-21-25 11:30AM	Why Is PRA Group (PRAA) Down 10% Since Last Earnings Report? (Zacks)
Mar-19-25 06:20AM	Should You Invest in the Invesco S&P 500 Equal Weight Financials ETF (RSPF)? (Zacks)
Mar-14-25 09:40AM	Is Globe Life (GL) a Great Value Stock Right Now? (Zacks)
Mar-12-25 06:12PM	Lincoln National Stock Gets 95-Plus Composite Rating Lift (Investor's Business Daily)
Mar-07-25 11:30AM	Globe Life (GL) Up 3.7% Since Last Earnings Report: Can It Continue? (Zacks)
Feb-27-25 05:15PM	GLOBE LIFE INC. DECLARES DIVIDEND AND ANNOUNCES APPOINTMENT OF TWO NEW BOARD MEMBERS (PR Newswire)
Feb-26-25 03:30PM	Its the Perfect Time for This Low-Risk, High-Reward Strategy (InvestorPlace)
09:40AM	Should Value Investors Buy Globe Life (GL) Stock? (Zacks)
Feb-25-25 10:48AM	Why Globe Life Inc. (GL) Is Skyrocketing So Far In 2025 (Insider Monkey)
Feb-11-25 08:00AM	Globe Life Pledges $2 Million to the National Medal of Honor Museum Foundation (PR Newswire)
Feb-10-25 09:40AM	Are Investors Undervaluing Globe Life (GL) Right Now? (Zacks)
09:16AM	Grabar Law Office is Investigating Claims on Behalf of Long-Term Shareholders of Paragon 28, Inc. (NYSE: FNA); Integra Lifesciences Holdings Corp. (NASDAQ: IART); Telephone and Data Systems, Inc. (NYSE: TDS); Methode Electronics, Inc. (NYSE: MEI); and Globe Life Inc. (NYSE: GL) (GlobeNewswire)
Feb-07-25 03:10AM	Q4 2024 Globe Life Inc Earnings Call (Thomson Reuters StreetEvents)
02:21AM	Globe Life Inc (GL) Q4 2024 Earnings Call Highlights: Strong Operating Income and Strategic ... (GuruFocus.com)
Feb-06-25 09:04AM	Grabar Law Office is Investigating Claims on Behalf of Long-Term Shareholders of Globe Life Inc. (NYSE: GL); Paragon 28, Inc. (NYSE: FNA); Integra Lifesciences Holdings Corp. (NASDAQ: IART); Telephone and Data Systems, Inc. (NYSE: TDS); and Methode Electronics, Inc. (NYSE: MEI) (GlobeNewswire)
Feb-05-25 07:00PM	Compared to Estimates, Globe Life (GL) Q4 Earnings: A Look at Key Metrics (Zacks)
05:30PM	Globe Life (GL) Tops Q4 Earnings Estimates (Zacks)
04:39PM	Globe Life: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	GLOBE LIFE INC. REPORTS FOURTH QUARTER 2024 RESULTS (PR Newswire)
Feb-03-25 11:00AM	Globe Life Announces Plans to Relocate Corporate Headquarters within McKinney, Texas, part of the Dallas-Fort Worth Market (PR Newswire)
07:00AM	Globe Life Inc. AnnouncesFourth Quarter 2024 Earnings Release and Conference Call (PR Newswire)
Jan-30-25 03:46PM	Corebridge Financial Stock Sees RS Rating Jump To 83 (Investor's Business Daily)
Jan-14-25 12:47PM	Globe Life Inc. (NYSE:GL): Reversing the Short Momentum (Insider Monkey)
Jan-13-25 02:08PM	Heres Why Analysts Just Upgraded Globe Life Inc. (GL) (Insider Monkey)
Jan-09-25 09:50AM	Here's Why Globe Life (GL) is a Strong Momentum Stock (Zacks)
Jan-06-25 09:40AM	Is Globe Life (GL) Stock Undervalued Right Now? (Zacks)
Dec-30-24 09:58AM	Super Micro, Tesla, Palantir and More of 2024s Most Volatile Stocks (Barrons.com)
Dec-23-24 08:04AM	Globe Life (GL) Stock Jumps 3.3%: Will It Continue to Soar? (Zacks)
Dec-10-24 11:05AM	Investors who lost money with shares of Globe Life Inc. (NYSE: GL) should contact the Shareholders Foundation in connection with pending Lawsuit (GlobeNewswire)
Dec-04-24 02:54PM	Globe Life Shares Sink on Short Seller Empty Office Claims (Bloomberg)
02:32PM	Globe Life Inc. Issues Statement Refuting False Short Seller Report (PR Newswire)
Dec-03-24 09:40AM	Should Value Investors Buy Globe Life (GL) Stock? (Zacks)
Dec-02-24 08:50AM	Is the Options Market Predicting a Spike in Globe Life (GL) Stock? (Zacks)
Nov-29-24 07:01AM	Super Micro Stock Tumbles. It Has Joined an Exclusive Club With These 6 Other Members. (Barrons.com)
05:39AM	Super Micro Stock Climbs. Its Joined an Exclusive Club With These 6 Other Members. (Barrons.com)
Nov-28-24 10:42AM	Super Micro Stock Just Joined an Exclusive Club. Check Out These 6 Other Members. (Barrons.com)
Nov-25-24 02:19AM	Jim Cramer on Globe Life Inc. (GL): Its Not Exciting, Its Not Boring, Its Just Fine (Insider Monkey)
02:19AM	Jim Cramer on Globe Life Inc. (GL): and#8216;It's Not Exciting, It's Not Boring, It's Just Fine' (Insider Monkey)
Nov-18-24 08:38AM	Globe Life (GL) Is Recovering From Fraud Allegations (Insider Monkey)
07:00AM	Globe Life Announces New Share Repurchase Authorization (PR Newswire)
Nov-15-24 04:15PM	GLOBE LIFE INC. DECLARES DIVIDEND (PR Newswire)
09:40AM	Are Investors Undervaluing Globe Life (GL) Right Now? (Zacks)
Nov-12-24 09:50AM	Why Globe Life (GL) is a Top Momentum Stock for the Long-Term (Zacks)
Oct-29-24 09:40AM	Should Value Investors Buy Globe Life (GL) Stock? (Zacks)
Oct-25-24 03:17AM	Globe Life Inc (GL) Q3 2024 Earnings Call Highlights: Strong Net Income Growth and Strategic ... (GuruFocus.com)
02:48AM	Q3 2024 Globe Life Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-24-24 02:39PM	Shares of Raymond James Are Rising Today, While S&P Global and Globe Life Are Falling (Motley Fool)
Oct-23-24 06:30PM	Globe Life (GL) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:30PM	Globe Life (GL) Q3 Earnings Surpass Estimates (Zacks)
04:33PM	Globe Life: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	GLOBE LIFE INC. REPORTS THIRD QUARTER 2024 RESULTS (PR Newswire)
Oct-21-24 09:16AM	Insights Into Globe Life (GL) Q3: Wall Street Projections for Key Metrics (Zacks)
07:00AM	GLOBE LIFE INC. ANNOUNCES THIRD QUARTER 2024 EARNINGS RELEASE AND CONFERENCE CALL (PR Newswire)
Oct-16-24 10:01AM	Globe Life (GL) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Sep-27-24 05:41PM	S&P 500 Gains and Losses Today: Casino Stocks Jump as China Stimulus Lifts Outlook (Investopedia)
09:40AM	Should Value Investors Buy Globe Life (GL) Stock? (Zacks)
Sep-25-24 01:21PM	Globe Life Inc. (GL): Hedge Funds Are Bullish On This Health Insurance Stock Now (Insider Monkey)
Sep-23-24 09:50AM	Here's Why Globe Life (GL) is a Strong Momentum Stock (Zacks)
Sep-10-24 06:03PM	Globe Life Supports Mothers and Children in Need (PR Newswire)
Sep-06-24 09:50AM	Why Globe Life (GL) is a Top Momentum Stock for the Long-Term (Zacks)
Sep-04-24 09:40AM	Are Investors Undervaluing Globe Life (GL) Right Now? (Zacks)
Sep-03-24 04:15PM	Globe Life Supports Military and First Responders (PR Newswire)

Globe Life, Inc. is an insurance holding company, which engages in the provision of individual life and supplemental health insurance products and services. It operates through the following segments: Life Insurance, Health Insurance, and Investments Insurance. The Life Insurance segment offers products marketed by Globe Life include traditional whole life and term life insurance. The Health Insurance segment is involved in the renewable and includes Medicare Supplement, cancer, critical illness, accident, and other limited-benefit supplemental hospital and surgical products. The Investments Insurance segment refers to the management of capital resources, including investments, and the management of liquidity. The company was founded on November 19, 1979, and is headquartered in McKinney, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SVOBODA FRANK M	Co-Chairman & CEO	Jun 04 '25	Option Exercise	82.56	7,500	619,200	38,798	Jun 06 02:24 PM
SVOBODA FRANK M	Co-Chairman & CEO	Jun 04 '25	Sale	121.24	6,051	733,617	32,747	Jun 06 02:24 PM
Frank M. Svoboda	Co-CEO	Jun 04 '25	Proposed Sale	122.80	15,000	1,842,000		Jun 04 02:49 PM
SVOBODA FRANK M	Co-Chairman & CEO	May 20 '25	Option Exercise	82.56	7,500	619,200	37,317	May 21 05:39 PM
SVOBODA FRANK M	Co-Chairman & CEO	May 20 '25	Sale	122.51	6,019	737,385	31,298	May 21 05:39 PM
Frank M. Svoboda	Co-CEO	May 20 '25	Proposed Sale	122.10	15,000	1,831,500		May 20 04:08 PM
Zorn Rebecca E	EVP & Chief Talent Officer	May 12 '25	Option Exercise	100.74	10,000	1,007,400	23,649	May 13 05:48 PM
Zorn Rebecca E	EVP & Chief Talent Officer	May 12 '25	Sale	121.09	10,000	1,210,857	13,649	May 13 05:48 PM
Rebecca Zorn	Officer	May 12 '25	Proposed Sale	121.09	10,000	1,210,857		May 13 01:43 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Mar 19 '25	Option Exercise	103.23	2,750	283,882	5,790	Mar 20 05:02 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Mar 19 '25	Sale	126.41	2,750	347,641	3,040	Mar 20 05:02 PM
Hensley Robert Edward	EVP & Chief Investment Officer	Mar 04 '25	Sale	124.81	1,610	200,952	10,193	Mar 05 03:50 PM
Robert E. Hensley	Officer	Mar 04 '25	Proposed Sale	125.59	1,610	202,200		Mar 05 07:50 AM
SVOBODA FRANK M	Co-Chairman & CEO	Feb 13 '25	Option Exercise	87.60	11,000	963,600	29,948	Feb 14 05:09 PM
SVOBODA FRANK M	Co-Chairman & CEO	Feb 14 '25	Option Exercise	87.60	10,750	941,700	29,698	Feb 14 05:09 PM
SVOBODA FRANK M	Co-Chairman & CEO	Feb 13 '25	Sale	122.31	11,000	1,345,379	18,948	Feb 14 05:09 PM
SVOBODA FRANK M	Co-Chairman & CEO	Feb 14 '25	Sale	122.54	10,750	1,317,330	18,948	Feb 14 05:09 PM
Darden James Matthew	Co-Chairman & CEO	Feb 11 '25	Option Exercise	87.60	24,890	2,180,364	63,863	Feb 12 07:02 PM
Darden James Matthew	Co-Chairman & CEO	Feb 11 '25	Sale	121.52	24,890	3,024,610	38,973	Feb 12 07:02 PM
SVOBODA FRANK M	Co-Chairman & CEO	Feb 11 '25	Option Exercise	87.60	11,000	963,600	29,948	Feb 12 06:49 PM
SVOBODA FRANK M	Co-Chairman & CEO	Feb 11 '25	Sale	121.44	11,000	1,335,891	18,948	Feb 12 06:49 PM
Frank M. Svoboda	Co-CEO	Feb 11 '25	Proposed Sale	122.25	32,750	4,003,688		Feb 11 03:05 PM
James Matthew "Matt" Darden	Co-CEO	Feb 11 '25	Proposed Sale	122.25	24,890	3,042,802		Feb 11 01:50 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Feb 07 '25	Option Exercise	101.09	10,650	1,076,568	12,470	Feb 10 06:24 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Feb 07 '25	Sale	122.31	10,650	1,302,551	1,820	Feb 10 06:24 PM
MITCHELL ROBERT BRIAN	EVP, General Counsel and CRO	Feb 07 '25	Option Exercise	82.56	30,000	2,476,800	32,520	Feb 10 06:18 PM
MITCHELL ROBERT BRIAN	EVP, General Counsel and CRO	Feb 07 '25	Sale	121.90	30,000	3,657,117	2,520	Feb 10 06:18 PM
Robert Brian Mitchell	Officer	Feb 07 '25	Proposed Sale	123.07	30,000	3,692,100		Feb 07 12:58 PM
SVOBODA FRANK M	Co-Chairman & CEO	Jan 06 '25	Option Exercise	87.60	16,000	1,401,600	32,396	Jan 07 07:14 PM
SVOBODA FRANK M	Co-Chairman & CEO	Jan 06 '25	Sale	112.56	13,448	1,513,686	18,948	Jan 07 07:14 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Jan 06 '25	Option Exercise	98.32	1,500	147,480	3,320	Jan 07 07:05 PM
HENRIE MICHAEL SHANE	SVP & Chief Accounting Officer	Jan 06 '25	Sale	112.32	1,500	168,487	1,820	Jan 07 07:05 PM
Haworth Jennifer Allison	EVP & Chief Marketing Officer	Jan 06 '25	Option Exercise	53.61	9,000	482,490	22,485	Jan 07 06:12 PM
Haworth Jennifer Allison	EVP & Chief Marketing Officer	Jan 06 '25	Sale	112.91	9,000	1,016,153	13,485	Jan 07 06:12 PM
BLINN MARK A	Director	Jan 06 '25	Sale	113.23	3,000	339,705	5,122	Jan 07 06:10 PM
BLINN MARK A	Director	Jan 06 '25	Proposed Sale	113.23	3,000	339,686		Jan 06 07:52 PM
Jennifer A. Haworth	Executive	Jan 06 '25	Proposed Sale	111.51	9,000	1,003,590		Jan 06 03:45 PM
Frank M. Svoboda	Co-CEO	Jan 06 '25	Proposed Sale	111.51	16,000	1,784,160		Jan 06 03:44 PM
SVOBODA FRANK M	Co-Chairman & CEO	Dec 03 '24	Option Exercise	87.60	16,250	1,423,500	30,736	Dec 04 05:00 PM
SVOBODA FRANK M	Co-Chairman & CEO	Dec 03 '24	Sale	108.80	14,340	1,560,179	16,396	Dec 04 05:00 PM
Frank M. Svoboda	Co-CEO	Dec 03 '24	Proposed Sale	110.04	16,250	1,788,150		Dec 03 01:41 PM
Robert Brian Mitchell	Officer	Nov 07 '24	Proposed Sale	110.20	8,000	881,600		Nov 07 12:54 PM
Thigpen Mary E	Director	Jul 26 '24	Buy	90.20	3,000	270,600	15,605	Jul 26 04:45 PM

Open in Screener

ABNB

Airbnb Inc

Jun 30 • 04:00PM ET

132.34

Dollar change -2.18
Percentage change -1.62	%

Consumer Cyclical • Travel Services • USA • NASD

Peers: BKNG EXPE MAR HLT H IHG TRIP CHH SABR

| Held by: VTI VOO QQQ SPY IVV VUG XLY COWZ IWF QQQM

Index	NDX, S&P 500	P/E	33.30	EPS (ttm)	3.97	Insider Own	32.87%	Shs Outstand	433.00M	Perf Week	1.39%
Market Cap	82.90B	Forward P/E	27.38	EPS next Y	4.83	Insider Trans	-2.02%	Shs Float	414.59M	Perf Month	3.10%
Enterprise Value	73.65B	PEG	3.00	EPS next Q	0.93	Inst Own	54.86%	Short Float	4.50%	Perf Quarter	9.65%
Income	2.54B	P/S	7.38	EPS this Y	1.49%	Inst Trans	1.39%	Short Ratio	3.22	Perf Half Y	-1.96%
Sales	11.23B	P/B	10.32	EPS next Y	15.86%	ROA	10.24%	Short Interest	18.65M	Perf YTD	0.71%
Book/sh	12.82	P/C	7.19	EPS next 5Y	11.11%	ROE	32.06%	52W High	163.93 -19.27%	Perf Year	-11.77%
Cash/sh	18.41	P/FCF	19.03	EPS past 3/5Y	- -	ROIC	31.10%	52W Low	99.88 32.50%	Perf 3Y	38.26%
Dividend Est.	-	EV/EBITDA	28.70	Sales past 3/5Y	22.82% 18.23%	Gross Margin	71.47%	Volatility	2.79% 2.46%	Perf 5Y	-
Dividend TTM	-	EV/Sales	6.56	EPS Y/Y TTM	-47.83%	Oper. Margin	22.17%	ATR (14)	3.61	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.27	Sales Y/Y TTM	9.68%	Profit Margin	22.60%	RSI (14)	49.46	Recom	2.78
Dividend Gr. 3/5Y	- -	Current Ratio	1.27	EPS Q/Q	-39.49%	SMA20	-1.66%	Beta	1.14	Target Price	135.34
Payout	0.00%	Debt/Eq	0.29	Sales Q/Q	6.07%	SMA50	2.01%	Rel Volume	0.63	Prev Close	134.52
Employees	7300	LT Debt/Eq	0.03	Earnings	May 01 AMC	SMA200	0.79%	Avg Volume	5.79M	Price	132.34
IPO	Dec 10, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.78% 0.48%	Trades		Volume	3,646,370	Change	-1.62%

Date	Action	Analyst	Rating Change	Price Target Change
May-30-25	Downgrade	Truist	Hold → Sell	$106
May-02-25	Downgrade	Wedbush	Outperform → Neutral	$135
Apr-30-25	Upgrade	DA Davidson	Neutral → Buy	$155
Mar-10-25	Upgrade	Jefferies	Hold → Buy	$165 → $185
Feb-19-25	Upgrade	Argus	Hold → Buy
Feb-14-25	Upgrade	Robert W. Baird	Neutral → Outperform	$140 → $175
Feb-14-25	Upgrade	HSBC Securities	Hold → Buy
Feb-14-25	Upgrade	Gordon Haskett	Sell → Hold	$143
Feb-14-25	Upgrade	Goldman	Sell → Neutral	$110 → $153
Sep-27-24	Resumed	Raymond James	Mkt Perform	$134
Sep-05-24	Initiated	Cantor Fitzgerald	Underweight	$94
Sep-04-24	Downgrade	Argus	Buy → Hold
May-28-24	Upgrade	Wedbush	Neutral → Outperform	$160 → $165
May-09-24	Downgrade	HSBC Securities	Buy → Hold	$160 → $156
Apr-24-24	Upgrade	Mizuho	Neutral → Buy	$150 → $200
Apr-11-24	Initiated	The Benchmark Company	Buy	$190
Apr-11-24	Downgrade	Needham	Buy → Hold
Apr-03-24	Initiated	B. Riley Securities	Neutral	$150
Feb-14-24	Reiterated	Needham	Buy	$150 → $160
Feb-14-24	Downgrade	DA Davidson	Buy → Neutral	$145

Show Previous Ratings

Today 05:50PM	Airbnb, Inc. (ABNB) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
09:00AM	Hyra Network Honored as "Technology Startup of the Year" at the 2025 Globee® Awards (GlobeNewswire)
08:41AM	10 Magnificent S&P 500 Dividend Stocks Down 10% to Buy and Hold Forever (Motley Fool)
Jun-29-25 05:30AM	Theyre in the Top 10% of Earners. They Still Dont Feel Rich. (The Wall Street Journal)
Jun-28-25 04:58AM	Cathie Wood Is on a Buying Spree. Here Are 10 Stocks She Just Bought. (Motley Fool)
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Jun-27-25 05:25PM	U.S., China announce a trade agreement - again. Here's what it means (Associated Press Finance)
11:28AM	People Are Using ChatGPT as This Operating System With Their Whole Lives, Says OpenAI CEO Sam Altman (Barchart)
09:00AM	Itll Be With You Throughout Your Life: Sam Altman Says Future ChatGPT Will Be Running All the Time and Looking at Your Stuff (Barchart)
Jun-26-25 02:45PM	The Goldilocks LeaseReal Estate Investors Find Profitable Work-Around To Increase Returns Despite Airbnb Bans (Benzinga)
Jun-25-25 03:08PM	Bernstein Maintains Airbnb (ABNB) Buy Rating, Cites Growth and Cash Flow Strength (Insider Monkey)
12:24PM	It's Alphabet vs. Tesla. Waymo Adds Another City With Uber. (Barrons.com)
11:20AM	Netflix taps Airbnb CFO Mertz for board (CFO Dive)
08:21AM	Tesla's European Sales Stunk. Why the Stock Is Rising. (Barrons.com)
05:10AM	9 Under-the-Radar Tech Stocks With Incredible Growth Potential (Motley Fool)
04:29AM	Tesla Stock Rises. Why Wall Street Is Torn on Musk's Robo-Taxi Drive. (Barrons.com)
05:45PM	Loading…
Jun-24-25 05:45PM	Airbnb, Inc. (ABNB) Outpaces Stock Market Gains: What You Should Know (Zacks)
08:30AM	World Economic Forum Awards RoboForce as a 2025 Technology Pioneer (PR Newswire)
07:00AM	1 Tech Stock Ready to Rebound (Barchart)
06:00AM	Shiru Named 2025 Technology Pioneer by World Economic Forum (GlobeNewswire)
Jun-23-25 11:33AM	Understanding Airbnb With Help From CFO Ellie Mertz (Motley Fool)
Jun-20-25 10:01PM	Here's How You Can Earn $100 In Passive Income By Investing In SL Green Realty Stock (Benzinga)
06:39PM	Op-Ed: With Venture Capital On The Decline, Will Black VCs Be Left Behind? (AfroTech)
05:58PM	Filecoin is building the 'Airbnb for file storage', says exec (TheStreet)
Jun-19-25 01:37PM	Spanish court rejects Airbnb appeal and keeps order to block nearly 66,000 listings (Associated Press Finance)
Jun-18-25 10:57PM	Graham Stephan Explains How YouTube Accelerated His Real Estate Career: 'YouTube Allowed Me To Scale' (Benzinga)
11:57AM	3 Stocks That Cathie Wood Bought on Tuesday (Motley Fool)
11:17AM	Home Values Have Fallen In More Than Half The Country Since The Start Of 2025 (Benzinga)
10:46AM	Someone Found Their Dad's Monthly Budget From 1989. People Are StunnedNot By How Low It Was, But By How High (Benzinga)
08:48AM	Airbnb's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Jun-17-25 02:08PM	Airbnb Inc (ABNB) Comes From An "Era" Of Winners, Says Jim Cramer (Insider Monkey)
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11:45AM	39-Year-Old Says Neighbor 'Went Nuts' After Survey Reveals She Owns 5 Feet Less Land Then She Built A Fence And Screams 'Stay Away!' (Benzinga)
Jun-16-25 12:08PM	AI's next big breakthrough could be in healthcare: General Catalyst CEO (Yahoo Finance)
09:39AM	US IPO shares doubling on their first day at fastest pace since 2021 (Bloomberg)
Jun-15-25 08:56PM	Europes travel giants trade accusations amid tourism unrest (Hotel Management Network)
01:00PM	GOP megabill looks set to end the $600 tax-reporting rule for Venmo, PayPal payments (MarketWatch)
01:01AM	Spaniards turn water pistols on visitors in Barcelona and Mallorca to protest mass tourism (Associated Press Finance)
01:01AM	Spaniards turn water guns on visitors in Barcelona and Mallorca to protest mass tourism (Associated Press Finance)
Jun-13-25 05:45PM	Airbnb, Inc. (ABNB) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
02:08PM	The Israel-Iran conflict is casting a long shadow on the stock market. Here are the winners and losers. (MarketWatch)
Jun-12-25 09:00AM	Investors Heavily Search Airbnb, Inc. (ABNB): Here is What You Need to Know (Zacks)
Jun-11-25 12:04AM	Spain's economy minister says 'overtourism' challenges need to be addressed (Associated Press Finance)
Jun-10-25 06:56PM	Spain's economy minister says 'overtourism' challenges need to be addressed (Associated Press Finance)
02:46PM	Airbnb Accused of Poaching Tour Guides From Rival Platforms to Grow Experiences (Skift)
Jun-09-25 12:00PM	Airbnb, Inc. (ABNB): A Bear Case Theory (Insider Monkey)
Jun-08-25 11:32PM	Consumer Internet Stocks Q1 Results: Benchmarking Airbnb (NASDAQ:ABNB) (StockStory)
09:11PM	Airbnb downgraded as travel slowdown hits sector (Hotel Management Network)
Jun-06-25 01:17PM	Apple, Google, Airbnb, and X are reportedly eyeing stablecoin payments (TheStreet)
11:21AM	Stablecoin Fever With Circle Soaring Another 40%: Apple, X Among Those Reportedly Wanting In (CoinDesk)
08:46AM	Apple, X, and Airbnb among growing number of Big Tech firms exploring crypto adoption (Fortune)
05:56AM	Airbnb names new CMO on tails of major platform overhaul (Marketing Dive)
Jun-04-25 11:48AM	Airbnb CEO Brian Chesky says his dad did him a service by never complimenting himits a lesson hes kept while building the $82 billion giant (Fortune)
Jun-03-25 04:09PM	Airbnb provides copies of stockholder complaint and alleged stockholder proposals (PR Newswire)
12:12PM	Spanish government says housing market is not a 'free for all' after recent crackdown on Airbnb (Associated Press Finance)
Jun-02-25 12:33AM	2 Profitable Stocks to Consider Right Now and 1 to Turn Down (StockStory)
May-30-25 11:31AM	Airbnb downgrade, Ralph Lauren rated a Buy: Trending Tickers (Yahoo Finance Video)
09:58AM	Airbnb shares dip as Truist cuts stock to Sell on weak summer trends, valuation (Investing.com)
09:40AM	Airbnb, Zscaler downgraded: Wall Street's top analyst calls (The Fly)
07:00AM	OpenAI risks being undercut by cheaper rivals, says star investor (Financial Times)
May-29-25 07:05AM	Down 42%, Can This Growth Stock Double a $1,000 Investment in 5 Years? (Motley Fool)
May-27-25 11:58AM	Airbnb CEO Brian Chesky says he went to night school for an hour every day with Barack Obama and even turned in homework (Fortune)
04:15AM	2 Millionaire-Maker Technology Stocks Worth Considering (Motley Fool)
03:00AM	21Shares Slashes Fee on Flagship HODL ETP to 0.99% (GlobeNewswire)
May-25-25 06:30PM	Someone Shared An Airbnb Checkout Chore List Saying, 'One More Reason Why Many Crappy Airbnb's Aren't Doing So Well This Year' (Benzinga)
May-23-25 06:05AM	Got $3,000? 3 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term. (Motley Fool)
May-22-25 09:00AM	Airbnb, Inc. (ABNB) is Attracting Investor Attention: Here is What You Should Know (Zacks)
07:00AM	Why Sam Altman is one of techs great survivors (Financial Times)
12:37AM	1 Cash-Producing Stock for Long-Term Investors and 2 to Brush Off (StockStory)
May-21-25 10:59PM	OpenAI to buy AI device startup from Apple veteran Jony Ive in $6.5 billion deal (Bloomberg)
03:01AM	Stock Market News for May 21, 2025 (Zacks)
May-20-25 03:30PM	U.S. Vacation Rental Market Collapses As Second Home Purchases Drop To The Lowest Level Ever Amid High Interest Rates And Return To Office Mandates (Benzinga)
02:10PM	Airbnb vs. Spain, Victoria's Secret, Uber stock hits record high (Yahoo Finance Video)
01:23PM	Airbnb, Inc. (ABNB): A Bull Case Theory (Insider Monkey)
11:56AM	Top Stock Movers Now: Viking, Moderna, Uber Technologies, and More (Investopedia)
09:15AM	Airbnb Lays the Groundwork for Growth Acceleration (Motley Fool)
08:00AM	Tariff-Driven Dollar Woes Help Brighten First-Quarter Earnings (Bloomberg)
May-19-25 09:00AM	2 Stocks Down 63% and 36% to Buy Right Now (Motley Fool)
06:20AM	Spain orders Airbnb to block nearly 66,000 holiday rental listings over rule violations (Associated Press Finance)
02:53AM	Spain blocks more than 65,000 Airbnb holiday rental listings (Reuters)
May-17-25 05:35AM	Airbnb's Latest Product Release Sparks Optimism Among Shareholders. Here's Why. (Motley Fool)
04:23AM	Airbnb Is Embarking on a Massive Expansion. Is It a Game Changer for the Stock? (Motley Fool)
May-16-25 12:22PM	Cathie Wood's ARK Dumps $26 Million Palantir Shares, Bulks Up on Airbnb (GuruFocus.com)
10:52AM	Billionaire Investors Warren Buffett, Bill Ackman and Others Have Been Buying These Stocks (Motley Fool)
05:18AM	Analyst Report: Airbnb, Inc. (Morningstar Research)
04:45AM	ABNB, BKNG, and MAR: Which Travel Giant Deserves a Spot in Investor Portfolios? (TipRanks)
May-15-25 01:53PM	Analyst Report: Airbnb, Inc. (Morningstar Research)
05:57AM	Airbnb overhauls app with an emphasis on travel experiences (CX Dive)
May-14-25 08:37PM	Airbnbs new app for services is getting shot down by critics heres why CEO Brian Chesky should be thrilled (Fortune)
03:13PM	Vacation Rental Airbnb Stock Gets RS Rating Lift (Investor's Business Daily)
11:06AM	Airbnb CEO Brian Chesky on NYC crackdown: I'm hopeful it's temporary (CNBC TV)
10:08AM	Airbnb CEO Brian Chesky on the company's new 'everything' app (CNBC TV)
09:43AM	Airbnb will now let you rent chefs, personal trainers and more (Quartz)
09:06AM	Airbnb CEO Brian Chesky: Still seeing consumers spend a lot of money despite concerns over economy (CNBC TV)
08:06AM	Airbnb CEO Brian Chesky on new 'everything app': Today is just the beginning of a new chapter (CNBC TV)
May-13-25 07:23PM	Analyst Report: Airbnb, Inc. (Morningstar Research)
05:39PM	Airbnb CFO talks new services & experiences features (Yahoo Finance Video)
05:20PM	Airbnb, Inc. (ABNB) - "Brian Chesky Keeps Selling His Own Stock… Just Stop!" Pleads Cramer (Insider Monkey)
03:51PM	Airbnb expands offerings with new services, experiences, and redesigned app (Investing.com)
02:30PM	You can now book a chef or personal trainer while traveling with Airbnb (CNN Business)
10:30AM	Why Airbnb booked a social-first campaign for its experiences relaunch (Marketing Dive)
May-12-25 06:20AM	21Shares Spotlights Solana's Breakout Year in New "State of Crypto" Report (GlobeNewswire) +5.64%

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BALOGH ARISTOTLE N	Chief Technology Officer	Jun 26 '25	Sale	130.33	600	78,198	212,177	Jun 30 04:30 PM
BALOGH ARISTOTLE N	Officer	Jun 26 '25	Proposed Sale	130.33	600	78,198		Jun 26 09:40 AM
Gebbia Joseph	Director	Jun 23 '25	Sale	129.46	236,000	30,553,187	944,015	Jun 25 04:30 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Jun 20 '25	Sale	132.27	600	79,362	212,777	Jun 24 05:10 PM
BALOGH ARISTOTLE N	Officer	Jun 20 '25	Proposed Sale	132.27	600	79,362		Jun 20 10:33 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Jun 12 '25	Sale	137.13	600	82,278	213,377	Jun 16 05:05 PM
Bernstein David C	Chief Accounting Officer	Jun 11 '25	Sale	140.24	5,000	701,200	42,619	Jun 13 04:05 PM
BALOGH ARISTOTLE N	Officer	Jun 12 '25	Proposed Sale	137.13	600	82,278		Jun 12 09:52 AM
Chesky Brian	Officer	Jun 11 '25	Proposed Sale	140.00	1,200	168,006		Jun 11 04:33 PM
Gebbia Joseph	Director	Jun 09 '25	Sale	139.40	236,000	32,897,547	1,180,015	Jun 11 04:30 PM
Bernstein David C	Officer	Jun 11 '25	Proposed Sale	140.24	5,000	701,200		Jun 11 11:10 AM
Chesky Brian	Officer	Jun 10 '25	Proposed Sale	140.13	3,218	450,941		Jun 10 04:31 PM
Chesky Brian	CEO and Chairman	Jun 06 '25	Sale	141.19	16,500	2,329,644	32,800	Jun 10 04:05 PM
Chesky Brian	Officer	Jun 09 '25	Proposed Sale	140.37	1,000	140,368		Jun 09 04:13 PM
Bernstein David C	Chief Accounting Officer	Jun 05 '25	Option Exercise	40.18	5,000	200,900	52,619	Jun 09 04:05 PM
Bernstein David C	Chief Accounting Officer	Jun 05 '25	Sale	136.67	6,000	820,000	47,619	Jun 09 04:05 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Jun 05 '25	Sale	133.50	600	80,100	213,977	Jun 09 04:05 PM
Mertz Elinor	Chief Financial Officer	Jun 04 '25	Sale	132.28	6,250	826,750	467,611	Jun 06 06:52 PM
Chesky Brian	Officer	Jun 06 '25	Proposed Sale	180.70	24,192	4,371,598		Jun 06 04:32 PM
Bernstein David C	Officer	Jun 05 '25	Proposed Sale	136.67	6,000	820,000		Jun 05 12:11 PM
BALOGH ARISTOTLE N	Officer	Jun 05 '25	Proposed Sale	133.50	600	80,100		Jun 05 09:50 AM
Mertz Elinor	Chief Financial Officer	Jun 02 '25	Sale	128.85	4,809	619,640	473,861	Jun 04 04:30 PM
Mertz Elinor	Officer	Jun 04 '25	Proposed Sale	132.28	6,250	826,750		Jun 04 09:59 AM
BALOGH ARISTOTLE N	Chief Technology Officer	May 29 '25	Sale	130.00	1,475	191,750	214,577	Jun 02 07:54 PM
Chesky Brian	CEO and Chairman	May 29 '25	Sale	128.33	8,000	1,026,676	40,800	Jun 02 07:53 PM
Mertz Elinor	Officer	Jun 02 '25	Proposed Sale	128.85	4,809	619,640		Jun 02 01:49 PM
Gebbia Joseph	Director	May 28 '25	Sale	128.66	236,000	30,363,054	1,416,015	May 30 04:41 PM
Gebbia Joseph	Director	May 28 '25	Sale	128.70	2,509	322,896	2,860	May 30 04:41 PM
Chesky Brian	Officer	May 29 '25	Proposed Sale	128.33	8,000	1,026,676		May 29 04:22 PM
BALOGH ARISTOTLE N	Officer	May 29 '25	Proposed Sale	130.00	1,475	191,750		May 29 09:57 AM
Joseph Gebbia	Director	May 28 '25	Proposed Sale	129.40	1,654,509	214,093,465		May 28 05:23 PM
Gebbia Joseph	Director	May 20 '25	Sale	132.52	214,285	28,397,328	1,652,015	May 22 06:11 PM
Blecharczyk Nathan	Chief Strategy Officer	May 20 '25	Sale	134.03	2,245	300,897	188,173	May 22 06:02 PM
Blecharczyk Nathan	Officer	May 20 '25	Proposed Sale	134.03	2,245	300,897		May 20 10:08 AM
Gebbia Joseph	Director	May 06 '25	Sale	122.84	214,285	26,322,888	1,866,300	May 08 04:30 PM
Mertz Elinor	Chief Financial Officer	May 05 '25	Sale	123.43	6,250	771,438	485,080	May 07 04:05 PM
Mertz Elinor	Officer	May 05 '25	Proposed Sale	123.43	6,250	771,438		May 05 11:20 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Apr 29 '25	Sale	123.28	700	86,296	221,422	May 01 04:05 PM
BALOGH ARISTOTLE N	Officer	Apr 29 '25	Proposed Sale	123.28	700	86,296		Apr 29 09:34 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Apr 22 '25	Sale	112.59	700	78,813	222,122	Apr 24 04:05 PM
Gebbia Joseph	Director	Apr 22 '25	Sale	114.22	214,285	24,476,145	2,080,585	Apr 24 04:05 PM
BALOGH ARISTOTLE N	Officer	Apr 22 '25	Proposed Sale	112.59	700	78,813		Apr 22 09:53 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Apr 15 '25	Sale	114.68	700	80,276	222,822	Apr 17 04:05 PM
BALOGH ARISTOTLE N	Officer	Apr 15 '25	Proposed Sale	114.68	700	80,276		Apr 15 09:47 AM
Mertz Elinor	Chief Financial Officer	Apr 09 '25	Sale	120.00	6,250	750,000	491,330	Apr 11 05:49 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Apr 08 '25	Sale	110.74	700	77,518	223,522	Apr 10 04:22 PM
Gebbia Joseph	Director	Apr 08 '25	Sale	108.76	214,285	23,304,628	2,294,870	Apr 10 04:20 PM
Mertz Elinor	Officer	Apr 09 '25	Proposed Sale	120.00	6,250	750,000		Apr 09 03:40 PM
BALOGH ARISTOTLE N	Officer	Apr 08 '25	Proposed Sale	110.74	700	77,518		Apr 08 09:44 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Apr 01 '25	Sale	119.67	700	83,769	170,019	Apr 03 07:55 PM
Chesky Brian	CEO and Chairman	Apr 01 '25	Sale	120.44	38,459	4,631,913	11,731,685	Apr 03 07:49 PM
Chesky Brian	Officer	Apr 01 '25	Proposed Sale	120.44	41,824	5,037,123		Apr 01 04:47 PM
BALOGH ARISTOTLE N	Officer	Apr 01 '25	Proposed Sale	119.67	700	83,769		Apr 01 10:37 AM
Gebbia Joseph	Director	Mar 25 '25	Sale	129.38	214,285	27,724,150	2,509,155	Mar 27 04:05 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Mar 25 '25	Sale	129.55	700	90,685	170,719	Mar 27 04:05 PM
BALOGH ARISTOTLE N	Officer	Mar 25 '25	Proposed Sale	129.55	700	90,685		Mar 25 09:43 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Mar 18 '25	Sale	126.00	700	88,200	171,419	Mar 20 05:57 PM
Chesky Brian	CEO and Chairman	Mar 17 '25	Sale	126.60	38,461	4,869,215	11,770,144	Mar 19 06:10 PM
BALOGH ARISTOTLE N	Officer	Mar 18 '25	Proposed Sale	126.00	700	88,200		Mar 18 10:04 AM
Chesky Brian	Officer	Mar 17 '25	Proposed Sale	126.59	41,826	5,294,953		Mar 17 04:58 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Mar 11 '25	Sale	130.18	700	91,126	172,119	Mar 13 05:33 PM
Gebbia Joseph	Director	Mar 11 '25	Sale	126.80	214,285	27,170,765	214,290	Mar 13 05:24 PM
BALOGH ARISTOTLE N	Officer	Mar 11 '25	Proposed Sale	130.18	700	91,126		Mar 11 09:51 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Mar 04 '25	Sale	140.10	700	98,070	172,819	Mar 06 04:50 PM
Mertz Elinor	Chief Financial Officer	Mar 04 '25	Sale	140.10	6,250	875,625	449,463	Mar 06 04:47 PM
Mertz Elinor	Chief Financial Officer	Mar 05 '25	Sale	141.87	6,086	863,421	443,377	Mar 06 04:47 PM
Chesky Brian	CEO and Chairman	Mar 03 '25	Sale	142.82	76,923	10,986,139	11,808,605	Mar 05 04:15 PM
Mertz Elinor	Officer	Mar 05 '25	Proposed Sale	141.87	6,086	863,421		Mar 05 09:52 AM
Mertz Elinor	Officer	Mar 04 '25	Proposed Sale	140.10	6,250	875,625		Mar 04 10:10 AM
BALOGH ARISTOTLE N	Officer	Mar 04 '25	Proposed Sale	140.10	700	98,070		Mar 04 09:47 AM
Chesky Brian	Officer	Mar 03 '25	Proposed Sale	142.81	83,654	11,946,837		Mar 03 05:17 PM
Blecharczyk Nathan	Chief Strategy Officer	Feb 26 '25	Option Exercise	40.18	26,154	1,050,868	185,491	Feb 28 04:35 PM
Blecharczyk Nathan	Chief Strategy Officer	Feb 26 '25	Sale	145.00	26,154	3,792,330	159,337	Feb 28 04:35 PM
Gebbia Joseph	Director	Feb 25 '25	Sale	141.93	214,285	30,412,436	428,575	Feb 27 05:11 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Feb 25 '25	Sale	145.01	700	101,507	173,519	Feb 27 05:09 PM
Blecharczyk Nathan	Officer	Feb 26 '25	Proposed Sale	145.00	26,154	3,792,330		Feb 26 11:22 AM
Joseph Gebbia	Director	Feb 25 '25	Proposed Sale	144.78	1,500,005	217,170,723		Feb 25 05:07 PM
BALOGH ARISTOTLE N	Officer	Feb 25 '25	Proposed Sale	145.01	700	101,507		Feb 25 09:59 AM
Blecharczyk Nathan	Chief Strategy Officer	Feb 20 '25	Sale	156.32	2,712	423,940	159,337	Feb 24 06:26 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Feb 18 '25	Sale	161.05	700	112,735	180,514	Feb 20 06:15 PM
Chesky Brian	CEO and Chairman	Feb 18 '25	Sale	160.32	115,385	18,498,063	11,885,528	Feb 20 06:12 PM
Blecharczyk Nathan	Officer	Feb 20 '25	Proposed Sale	156.32	2,712	423,940		Feb 20 11:08 AM
Chesky Brian	CEO and Chairman	Feb 14 '25	Sale	161.16	230,772	37,190,154	12,000,913	Feb 19 06:47 PM
Mertz Elinor	Chief Financial Officer	Feb 14 '25	Sale	160.00	25,000	4,000,000	459,988	Feb 19 06:46 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Feb 14 '25	Option Exercise	122.41	11,488	1,406,246	192,702	Feb 19 06:43 PM
BALOGH ARISTOTLE N	Chief Technology Officer	Feb 14 '25	Sale	158.00	11,488	1,815,104	181,214	Feb 19 06:43 PM
Blecharczyk Nathan	Chief Strategy Officer	Feb 14 '25	Option Exercise	40.18	183,078	7,356,074	347,928	Feb 19 06:40 PM
Blecharczyk Nathan	Chief Strategy Officer	Feb 14 '25	Sale	158.00	183,078	28,926,324	164,850	Feb 19 06:40 PM
Chesky Brian	Officer	Feb 18 '25	Proposed Sale	160.31	125,481	20,115,675		Feb 18 04:43 PM
BALOGH ARISTOTLE N	Officer	Feb 18 '25	Proposed Sale	161.05	700	112,735		Feb 18 09:51 AM
Chesky Brian	CEO and Chairman	Feb 12 '25	Sale	140.51	190,301	26,739,098	12,231,685	Feb 14 04:48 PM
Chesky Brian	Officer	Feb 14 '25	Proposed Sale	161.16	250,962	40,443,790		Feb 14 04:30 PM
Blecharczyk Nathan	Officer	Feb 14 '25	Proposed Sale	158.00	183,078	28,926,324		Feb 14 02:20 PM
Mertz Elinor	Officer	Feb 14 '25	Proposed Sale	160.00	25,000	4,000,000		Feb 14 11:23 AM
BALOGH ARISTOTLE N	Officer	Feb 14 '25	Proposed Sale	158.00	11,488	1,815,104		Feb 14 11:10 AM
BALOGH ARISTOTLE N	Chief Technology Officer	Feb 11 '25	Sale	135.24	700	94,668	181,214	Feb 13 04:05 PM
Gebbia Joseph	Director	Feb 11 '25	Sale	135.04	214,285	28,936,171	642,860	Feb 13 04:05 PM
Chesky Brian	Officer	Feb 12 '25	Proposed Sale	140.51	206,631	29,033,452		Feb 12 04:29 PM
BALOGH ARISTOTLE N	Officer	Feb 11 '25	Proposed Sale	135.24	700	94,668		Feb 11 01:18 PM
Mertz Elinor	Chief Financial Officer	Feb 04 '25	Sale	129.58	6,250	809,875	484,988	Feb 06 04:05 PM

Open in Screener

LAZ

Lazard Inc

Jun 30 • 04:00PM ET

47.98

Dollar change +0.11
Percentage change 0.23	%

Financial • Capital Markets • USA • NYSE

Peers: GS MS JPM EVR BAC C MC PJT RJF BLK

| Held by: VTI DVY VB VXF VBR SCHA IWR VYM SCHM DON

Index	-	P/E	16.73	EPS (ttm)	2.87	Insider Own	2.20%	Shs Outstand	94.15M	Perf Week	5.85%
Market Cap	4.52B	Forward P/E	12.52	EPS next Y	3.83	Insider Trans	-14.10%	Shs Float	92.07M	Perf Month	8.40%
Enterprise Value	5.90B	PEG	0.59	EPS next Q	0.36	Inst Own	93.95%	Short Float	4.81%	Perf Quarter	11.14%
Income	297.12M	P/S	1.48	EPS this Y	-4.11%	Inst Trans	9.40%	Short Ratio	3.80	Perf Half Y	-7.59%
Sales	3.05B	P/B	7.49	EPS next Y	70.78%	ROA	6.74%	Short Interest	4.43M	Perf YTD	-6.80%
Book/sh	6.41	P/C	4.79	EPS next 5Y	28.20%	ROE	59.68%	52W High	61.14 -21.52%	Perf Year	34.21%
Cash/sh	10.01	P/FCF	8.55	EPS past 3/5Y	-16.68% 0.60%	ROIC	10.63%	52W Low	31.97 50.08%	Perf 3Y	49.24%
Dividend Est.	2.00 (4.17%)	EV/EBITDA	11.54	Sales past 3/5Y	-1.40% 3.07%	Gross Margin	95.30%	Volatility	2.74% 2.93%	Perf 5Y	63.87%
Dividend TTM	2.00 (4.17%)	EV/Sales	1.93	EPS Y/Y TTM	1258.13%	Oper. Margin	15.59%	ATR (14)	1.49	Perf 10Y	-8.24%
Dividend Ex-Date	May 05, 2025	Quick Ratio	2.39	Sales Y/Y TTM	9.54%	Profit Margin	9.75%	RSI (14)	66.28	Recom	2.78
Dividend Gr. 3/5Y	2.08% 1.57%	Current Ratio	2.39	EPS Q/Q	60.09%	SMA20	7.50%	Beta	1.30	Target Price	45.33
Payout	74.67%	Debt/Eq	3.63	Sales Q/Q	-12.78%	SMA50	11.70%	Rel Volume	0.75	Prev Close	47.87
Employees	3263	LT Debt/Eq	3.63	Earnings	Apr 25 BMO	SMA200	-1.03%	Avg Volume	1.17M	Price	47.98
IPO	May 05, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	80.76% 2.18%	Trades		Volume	876,718	Change	0.23%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-07-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$56 → $33
Jan-03-25	Downgrade	Wolfe Research	Outperform → Peer Perform
Dec-20-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$65 → $57
Dec-09-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$60 → $63
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$51
Jan-29-24	Resumed	Keefe Bruyette	Outperform	$51
Jan-03-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$42
Sep-19-23	Downgrade	Goldman	Neutral → Sell	$37 → $32
Jul-13-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$31 → $36
Jul-12-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$36 → $43
Jul-03-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Apr-12-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$29 → $36
Jul-18-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$40 → $30
Jul-13-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$38 → $30
Apr-07-22	Downgrade	Wolfe Research	Peer Perform → Underperform	$39
Mar-08-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$40
Feb-04-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$52 → $49
Oct-01-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$53 → $58
Apr-07-21	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$61
Jan-14-21	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$50

Show Previous Ratings

Jun-27-25 04:49PM	Saks Gets $600 Million Lifeline as Creditors Face Steep Losses (Bloomberg)
11:02AM	Porsche considers sale of IT unit MHP, source says (Reuters)
Jun-26-25 07:04PM	Lazard CEO: 'I think the Democratic Party needs to decide what it stands for' (CNBC TV)
01:04PM	Lazard CEO Peter Orszag: The democratic party is turning toward anti-capitalism (CNBC TV)
12:04PM	The IPO market is coming back, but it won't be linear, says Lazard CEO Peter Orszag (CNBC TV)
12:16PM	Loading…
Jun-25-25 12:16PM	Exclusive-Wells Fargo hires Paterson from Citi for activism defense (Reuters)
11:10AM	Bill Gates-backed Airloom begins building its first power plant (TechCrunch)
Jun-24-25 05:12PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in May (Business Wire)
Jun-16-25 04:39PM	Renewable energy remains cheapest power builds as new gas plants get pricier (Reuters)
12:34PM	Lazard's George Bilicic breakdowns the company's 2025 energy report (CNBC TV)
07:00AM	Lazard Releases 2025 Levelized Cost of Energy+ Report (Business Wire)
Jun-13-25 07:00PM	Lennar earnings, retail sales, Fed meeting: What to Watch (Yahoo Finance Video)
Jun-12-25 10:38AM	Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8% (Zacks)
Jun-11-25 12:40PM	Lazard Reports 1.7% Sequential AUM Growth in May on Market Gains (Zacks)
Jun-10-25 06:45AM	Lazard Reports May 2025 Assets Under Management (Business Wire)
04:22PM	Loading…
Jun-09-25 04:22PM	What To Expect In Wednesday's Report On Inflation (Investopedia)
Jun-04-25 02:08PM	Jefferies hires Lazard's Thomas for activism defense, sources say (Reuters)
Jun-02-25 09:30AM	Lazard Asset Management Appoints Eric Van Nostrand Global Head of Markets and Chief Economist (Business Wire)
04:57AM	Lazard moves to new UK headquarters in Manchester Square (Investment Monitor)
02:00AM	Lazard Opens New UK Headquarters in Historic Manchester Square, W1 (Business Wire)
May-27-25 10:06AM	Was Jim Cramer Right About Lazard, Inc. (LAZ)? (Insider Monkey)
May-23-25 12:00PM	JPMorgan expands tech team with four veteran bankers from BofA, Goldman, Lazard (Reuters)
May-22-25 04:15PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in April (Business Wire)
08:00AM	Lazard CEO and Chairman Peter R. Orszag to Speak at the 2025 Morgan Stanley U.S. Financials, Payments & CRE Conference (Business Wire)
May-18-25 03:37AM	Saudi Arabias Sabic Is Said to Explore IPO of Its Gas Business (Bloomberg)
May-14-25 12:55PM	Does the Trade Truce Between the US and China Change the Fed's Strategy? (Investopedia)
May-13-25 07:27AM	Lazard Reports 1.8% Sequential Increase in April AUM Balance (Zacks)
May-12-25 08:30AM	Lazard Asset Management Completes Conversion of Mutual Fund to Launch International Dynamic Equity ETF (Business Wire) +8.09%
06:45AM	Lazard Reports April 2025 Assets Under Management (Business Wire)
May-07-25 01:36PM	Squawk Pod: Uber CEO, Lazard CEO, & 'Versant' - 05/07/25 Audio Only (CNBC TV)
09:35AM	Loading…
09:35AM	Lazard CEO Peter Orszag: Any rate cuts by the Fed in 2025 will be due to bad news (CNBC TV)
Apr-29-25 01:40PM	Lazard, Inc. (LAZ): Among the Best Stocks to Buy According to John W. Rogers of Ariel Investments (Insider Monkey)
Apr-28-25 07:04AM	Lazard's Q1 Earnings Beat Estimates on Y/Y Lower Expenses, Stock Down (Zacks)
Apr-26-25 03:03AM	Lazard Inc (LAZ) Q1 2025 Earnings Call Highlights: Navigating Challenges with Strategic Growth ... (GuruFocus.com)
Apr-25-25 11:40PM	Q1 2025 Lazard Inc Earnings Call (Thomson Reuters StreetEvents)
12:41PM	Lazard CEO Peter Orszag: Recession odds are very high if tariff uncertainty remains (CNBC TV)
11:08AM	Earnings Data Deluge (Zacks)
10:51AM	Lazard (LAZ) Q1 2025 Earnings Call Transcript (Seeking Alpha)
10:35AM	Conflicting Claims on U.S./China Trade Sends Pre-Markets in the Red (Zacks)
09:30AM	Lazard (LAZ) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
07:40AM	Lazard (LAZ) Q1 Earnings and Revenues Top Estimates (Zacks)
06:44AM	Lazard's first-quarter earnings surpass estimates, CEO warns of pressure on dealmaking (Reuters)
06:35AM	Lazard: Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	Lazard Reports First-Quarter 2025 Results (Business Wire)
Apr-24-25 04:15PM	Lazard Declares Quarterly Dividend of $0.50 Per Share (Business Wire) +5.11%
Apr-22-25 04:05PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in March (Business Wire) +5.78%
10:01AM	SoFi Technologies, Inc. (SOFI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:15AM	Stay Ahead of the Game With Lazard (LAZ) Q1 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Apr-21-25 08:42AM	Lazard hires ex-House Financial Services panel chair (Banking Dive)
Apr-18-25 10:00AM	Earnings Preview: Lazard (LAZ) Q1 Earnings Expected to Decline (Zacks)
08:30AM	Former U.S. Congressman and House Financial Services Chair Patrick McHenry Joins Lazard as Senior Advisor (Business Wire)
07:00AM	Lazard Hires Former Chair of Powerful House Financial Services Committee (The Wall Street Journal)
Apr-15-25 02:12AM	Lazard boosts UAE footprint with financial advisory office in Abu Dhabi (Reuters)
01:00AM	Lazard Marks Strategic Expansion Into the UAE, Reinforcing Its Financial Advisory Base in MENA (Business Wire)
Apr-10-25 12:25PM	Lazard: Lots Of Macro Threats (Seeking Alpha) -9.03%
06:45AM	Lazard Reports March 2025 Assets Under Management (Business Wire)
Apr-09-25 08:00AM	Lazard to Announce First Quarter 2025 Financial Results (Business Wire) +15.06%
Apr-07-25 03:28PM	Lazard Launches First Three Active ETFs (Bloomberg)
08:30AM	Lazard Asset Management Launches its First Three Active ETFS in the U.S. (Business Wire)
Apr-01-25 08:53AM	The markets are still in 'a state of denial' when it comes to tariffs, says Lazard's Ron Temple (CNBC TV)
Mar-25-25 05:01PM	Third Avenue Value Fund Exits Lazard Inc, Impacting Portfolio by -2.46% (GuruFocus.com)
03:00AM	Lazard and Arini Enter Cooperation and Sourcing Agreement for EMEA Private Credit (Business Wire)
Mar-24-25 04:30PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in February (Business Wire)
Mar-21-25 04:05PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in February (Business Wire)
Mar-12-25 06:45AM	Lazard Reports February 2025 Assets Under Management (Business Wire)
Mar-10-25 03:24PM	The economy can't sustain tariffs at these levels, says Lazard CEO Peter Orszag (CNBC TV) -8.36%
Mar-03-25 08:00AM	Lazard Appoints Peter Harrison to Board of Directors (Business Wire)
Feb-25-25 01:51PM	Altice France Cedes Stake to Lenders in $25 Billion Debt Deal (The Wall Street Journal)
Feb-24-25 02:31PM	Analyst Report: Lazard, Inc. (Morningstar Research)
Feb-19-25 07:15AM	Lazard Hires Chris Miller as Managing Director, Power, Energy & Infrastructure Advisory (Business Wire)
Feb-17-25 06:57AM	Lazard Hires JPMorgans Hessberger to Co-Lead Sponsors Group (Bloomberg)
Feb-16-25 05:27PM	Analyst Report: Lazard, Inc. (Morningstar Research)
Feb-12-25 06:45AM	Lazard Reports January 2025 Assets Under Management (Business Wire)
Jan-31-25 02:29AM	Lazard Inc (LAZ) Q4 2024 Earnings Call Highlights: Strong Revenue Growth Amid Challenges (GuruFocus.com)
01:46AM	Q4 2024 Lazard Inc Earnings Call (Thomson Reuters StreetEvents)
12:33AM	Analyst Report: Lazard, Inc. (Morningstar Research)
Jan-30-25 12:07PM	Lazard CEO: Ahead of schedule on the pathway to Lazard 2030 (CNBC TV)
10:30AM	Here's What Key Metrics Tell Us About Lazard (LAZ) Q4 Earnings (Zacks)
10:09AM	Lazard Shares Jump as Profit Rises 36% on Advisory Work (Barrons.com)
07:48AM	Smaller economies' medium term default risk could have risen (Reuters)
07:40AM	Lazard (LAZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:21AM	Lazard Profit Jumps 36%. The Stock Is Rising. (Barrons.com)
06:48AM	Lazard: Q4 Earnings Snapshot (Associated Press Finance)
06:37AM	Lazard quarterly profit climbs as dealmaking recovery boosts advisory business (Reuters)
06:30AM	Lazard Reports Fourth-quarter and Full-year 2024 Results (Business Wire)
Jan-29-25 06:13PM	Wall Street Expects Lazards Profit to Decline (Barrons.com)
04:15PM	Lazard Declares Quarterly Dividend of $0.50 Per Share (Business Wire)
09:48AM	Jim Cramer on Lazard, Inc. (LAZ): I Think Lazards Really Inexpensive (Insider Monkey)
Jan-23-25 10:18AM	Lazard tops M&A financial adviser in power sector in 2024 (Power Technology)
10:18AM	Lazard emerges top M&A financial adviser in power sector in 2024 (Power Technology)
10:01AM	Earnings Preview: Lazard (LAZ) Q4 Earnings Expected to Decline (Zacks)
Jan-20-25 08:48AM	Are Options Traders Betting on a Big Move in Lazard (LAZ) Stock? (Zacks)
Jan-13-25 06:45AM	Lazard Reports December 2024 Assets Under Management (Business Wire)
Jan-12-25 06:00AM	Lazard CEO Peter Orszag on Trump, Tariffs and M&A Dealmaking (WSJ)
Jan-10-25 08:00AM	Lazard to Announce Fourth-Quarter and Full-Year 2024 Financial Results (Business Wire) -5.44%
07:30AM	Lazard Hires Stephen Finkel as Managing Director and Global Head of Sports Advisory (Business Wire)
Jan-08-25 04:55PM	US activists' demands push up stock prices but maybe not for long, Lazard report says (Reuters)
Jan-05-25 05:30AM	Centerview Partners Considers a Deal of Its Own After Record Year (The Wall Street Journal)
Jan-03-25 05:58PM	Lazard Global Total Return and Income Fund Announces Monthly Distribution Amount (Business Wire)
02:00AM	Chipmaker Imaginations Owners Tap Lazard to Search for Buyer (Bloomberg)

Lazard, Inc. is a financial advisory and asset management firm, which engages in the provision of crafting solutions to the clients, including corporations, governments, institutions, partnerships, and individuals. It operates through the Financial Advisory and Asset Management segments. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign, and individual clients, an array of financial advisory services regarding mergers and acquisitions, restructurings, capital structure, capital raising, and corporate preparedness. The Asset Management segment provides global investment solutions and investment management services. The company was founded by Alexandre Lazard, Lazare Lazard, and Simon Lazard in 1848 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Soto Alexandra	Chief Operating Officer	Jun 11 '25	Sale	43.81	85,894	3,763,016	113,872	Jun 13 05:47 PM
Orszag Peter Richard	CEO & Chairman	Mar 17 '25	Sale	45.56	64,539	2,940,114	170,285	Mar 17 06:43 PM
Orszag Peter Richard	CEO & Chairman	Mar 14 '25	Sale	45.24	64,539	2,919,813	234,824	Mar 17 06:43 PM
Orszag Peter Richard	Officer	Mar 17 '25	Proposed Sale	45.12	64,539	2,912,000		Mar 17 10:24 AM
Orszag Peter Richard	Officer	Mar 14 '25	Proposed Sale	45.24	64,539	2,919,815		Mar 14 04:20 PM
JACOBS KENNETH M	Affiliate	Feb 14 '25	Proposed Sale	55.16	1,250,000	68,950,000		Feb 14 04:49 PM
Russo Evan L	CEO of Asset Management	Feb 12 '25	Sale	53.40	50,000	2,670,175	34,336	Feb 14 04:47 PM
Russo Evan L	CEO of Asset Management	Feb 12 '25	Sale	53.64	35,000	1,877,250	188,448	Feb 14 04:47 PM
Russo Evan L	CEO of Asset Management	Feb 14 '25	Sale	55.32	25,000	1,383,000	163,448	Feb 14 04:47 PM
Russo Evan L	CEO of Asset Management	Feb 13 '25	Sale	54.00	15,000	810,000	19,336	Feb 14 04:47 PM
Russo Evan L	Officer	Feb 14 '25	Proposed Sale	55.32	25,000	1,383,000		Feb 14 03:44 PM
Russo Evan L	Officer	Feb 13 '25	Proposed Sale	54.00	15,000	810,000		Feb 13 10:20 AM
Russo Evan L	Officer	Feb 12 '25	Proposed Sale	53.50	85,000	4,547,426		Feb 12 05:18 PM
JACOBS KENNETH M	Executive Chairman	Sep 03 '24	Sale	48.08	87,770	4,219,784	1,553,225	Sep 05 05:09 PM
JACOBS KENNETH M	Executive Chairman	Sep 03 '24	Sale	48.08	71,731	3,449,111	204,279	Sep 05 05:09 PM
JACOBS KENNETH M	Executive Chairman	Sep 04 '24	Sale	48.29	29,503	1,424,715	1,523,722	Sep 05 05:09 PM
JACOBS KENNETH M	Director	Sep 04 '24	Proposed Sale	48.29	29,503	1,424,842		Sep 04 04:45 PM
JACOBS KENNETH M	Director	Sep 03 '24	Proposed Sale	48.08	159,501	7,669,020		Sep 03 07:55 PM
JACOBS KENNETH M	Executive Chairman	Aug 26 '24	Sale	50.02	86,728	4,337,874	1,640,995	Aug 27 06:00 PM
JACOBS KENNETH M	Executive Chairman	Aug 26 '24	Sale	50.02	53,047	2,653,252	276,010	Aug 27 06:00 PM
JACOBS KENNETH M	Executive Chairman	Aug 23 '24	Sale	50.01	1,999	99,969	1,727,723	Aug 27 06:00 PM
JACOBS KENNETH M	Executive Chairman	Aug 23 '24	Sale	50.01	1,222	61,112	329,057	Aug 27 06:00 PM
JACOBS KENNETH M	Director	Aug 26 '24	Proposed Sale	50.02	139,775	6,991,165		Aug 26 06:16 PM
JACOBS KENNETH M	Director	Aug 23 '24	Proposed Sale	50.01	3,221	161,081		Aug 23 06:08 PM
JACOBS KENNETH M	Executive Chairman	Jul 16 '24	Sale	45.23	207,000	9,361,989	1,729,722	Jul 18 05:39 PM
JACOBS KENNETH M	Executive Chairman	Jul 16 '24	Sale	45.23	127,000	5,743,829	330,279	Jul 18 05:39 PM
JACOBS KENNETH M	Executive Chairman	Jul 09 '24	Sale	40.19	46,107	1,852,824	1,936,722	Jul 11 04:54 PM
JACOBS KENNETH M	Executive Chairman	Jul 09 '24	Sale	40.19	28,288	1,136,762	457,279	Jul 11 04:54 PM

TSCO Tractor Supply Co daily Stock Chart

Peers: WMT AMZN COST LOW TGT HD SFM FARM

| Held by: VTI VOO VO SPY IVV QUAL VTV VOT IWP XLY

Index	S&P 500	P/E	26.24	EPS (ttm)	2.01	Insider Own	0.33%	Shs Outstand	531.24M	Perf Week	-1.66%
Market Cap	27.98B	Forward P/E	22.95	EPS next Y	2.30	Insider Trans	-10.14%	Shs Float	528.43M	Perf Month	7.76%
Enterprise Value	33.51B	PEG	3.25	EPS next Q	0.80	Inst Own	99.27%	Short Float	7.81%	Perf Quarter	-1.31%
Income	1.08B	P/S	1.87	EPS this Y	1.96%	Inst Trans	0.32%	Short Ratio	6.90	Perf Half Y	-3.16%
Sales	14.96B	P/B	12.52	EPS next Y	10.56%	ROA	10.86%	Short Interest	41.29M	Perf YTD	-0.55%
Book/sh	4.21	P/C	120.74	EPS next 5Y	8.08%	ROE	49.62%	52W High	61.53 -14.23%	Perf Year	-1.18%
Cash/sh	0.44	P/FCF	45.71	EPS past 3/5Y	5.83% 16.98%	ROIC	14.25%	52W Low	46.85 12.64%	Perf 3Y	32.73%
Dividend Est.	0.92 (1.75%)	EV/EBITDA	17.48	Sales past 3/5Y	5.34% 12.25%	Gross Margin	33.22%	Volatility	2.57% 2.40%	Perf 5Y	104.13%
Dividend TTM	0.90 (1.71%)	EV/Sales	2.24	EPS Y/Y TTM	-2.13%	Oper. Margin	9.72%	ATR (14)	1.27	Perf 10Y	183.56%
Dividend Ex-Date	May 28, 2025	Quick Ratio	0.17	Sales Y/Y TTM	2.07%	Profit Margin	7.24%	RSI (14)	56.73	Recom	2.31
Dividend Gr. 3/5Y	27.96% 26.66%	Current Ratio	1.41	EPS Q/Q	-8.05%	SMA20	2.59%	Beta	0.74	Target Price	54.78
Payout	43.12%	Debt/Eq	2.57	Sales Q/Q	2.12%	SMA50	3.58%	Rel Volume	0.89	Prev Close	51.71
Employees	52000	LT Debt/Eq	2.39	Earnings	Apr 24 BMO	SMA200	-2.77%	Avg Volume	5.98M	Price	52.77
IPO	Feb 18, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	-7.63% -1.86%	Trades		Volume	5,346,655	Change	2.05%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-25-25	Reiterated	Telsey Advisory Group	Outperform	$67 → $60
Jan-06-25	Upgrade	Mizuho	Neutral → Outperform	$54 → $60
Oct-17-24	Reiterated	Telsey Advisory Group	Outperform	$300 → $335
Oct-03-24	Downgrade	Evercore ISI	Outperform → In-line	$300
Jul-26-24	Reiterated	Telsey Advisory Group	Outperform	$305 → $300
May-01-24	Reiterated	Telsey Advisory Group	Outperform	$280 → $305
Apr-26-24	Reiterated	Telsey Advisory Group	Outperform	$275 → $280
Apr-19-24	Reiterated	Telsey Advisory Group	Outperform	$250 → $275
Mar-19-24	Initiated	Mizuho	Neutral	$245
Feb-02-24	Reiterated	Telsey Advisory Group	Outperform	$245 → $250
Feb-02-24	Downgrade	Raymond James	Strong Buy → Outperform	$230 → $250
Jan-26-24	Reiterated	Telsey Advisory Group	Outperform	$230 → $245
Jan-23-24	Downgrade	Stephens	Overweight → Equal-Weight	$226 → $240
Jan-16-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$195
Dec-15-23	Downgrade	BofA Securities	Neutral → Underperform	$207 → $171
Oct-13-23	Downgrade	Oppenheimer	Outperform → Perform	$280 → $210
Oct-05-23	Downgrade	Citigroup	Buy → Neutral	$250 → $207
Sep-29-23	Resumed	Wolfe Research	Outperform	$239
Sep-28-23	Upgrade	DA Davidson	Neutral → Buy	$250 → $280
Sep-27-23	Downgrade	Gordon Haskett	Buy → Accumulate	$215

Show Previous Ratings

Today 11:15AM	What the $1 trillion rural wallet means for Walmart, Amazon (Yahoo Finance)
Jun-27-25 12:41AM	1 Cash-Producing Stock with Promising Prospects and 2 to Be Wary Of (StockStory)
Jun-25-25 09:00AM	Tractor Supply Honors Americas Hometown Heroes This Independence Day With Special Recognition and Exclusive Discount (Business Wire)
Jun-20-25 02:09PM	5 Revealing Analyst Questions From Tractor Supply's Q1 Earnings Call (StockStory)
Jun-18-25 08:40PM	Analyst Report: Tractor Supply Company (Morningstar Research)
09:07AM	Loading…
09:07AM	Tractor Supply Celebrates Hometown Heroes Anniversary With Its Largest-Ever Volunteer Event and $1 Million Donation (Business Wire)
Jun-17-25 09:33AM	Members of Congress Are Pouring Millions Into These 7 Surprising Stocks (Motley Fool)
Jun-16-25 11:01PM	Tractor Supply: Dividend Strength Ahead (Insider Monkey)
04:32PM	1 in 5 Tractor Supply customers now raise chickens, thanks to egg inflation (Yahoo Finance)
12:02AM	2 Reasons to Watch TSCO and 1 to Stay Cautious (StockStory)
Jun-15-25 09:30AM	3 Magnificent S&P 500 Stocks Down Between 16% and 21% to Buy on the Dip (Motley Fool)
Jun-12-25 12:37AM	3 Unpopular Stocks that Should Get More Attention (StockStory)
Jun-11-25 01:55PM	Momentum in Pet Business: A Catalyst for CL's Growth Phase? (Zacks)
Jun-10-25 01:49PM	Tailwinds in Pet Business: A Catalyst for TSCO's Growth Phase? (Zacks)
Jun-09-25 07:00PM	Tractor Supply: A Strong Performer in a Challenging Retail Landscape (Motley Fool)
06:00AM	Loading…
06:00AM	3 'out-of-favor' stocks that could have a comeback next year (Yahoo Finance Video)
Jun-08-25 11:34PM	Q1 Earnings Highlights: Tractor Supply (NASDAQ:TSCO) Vs The Rest Of The Specialty Retail Stocks (StockStory)
09:00AM	Chickens are becoming 3rd most popular pet: Tractor Supply CEO (Yahoo Finance Video)
Jun-05-25 11:07AM	Update! What Is Congress Trading So Far In 2025? (MarketBeat)
12:32AM	1 Safe-and-Steady Stock for Long-Term Investors and 2 to Ignore (StockStory)
Jun-04-25 05:02PM	Consumer spending is 'pretty stable,' Tractor Supply CEO says (Yahoo Finance Video)
Jun-03-25 01:36PM	Tractor Supply Welcomes Lincoln Electric to Its Top-Tier Welding Lineup (Business Wire)
Jun-02-25 12:40AM	1 S&P 500 Stock to Keep an Eye On and 2 to Keep Off Your Radar (StockStory)
May-30-25 01:11AM	Tractor Supply Company (TSCO): A Bull Case Theory (Insider Monkey)
May-28-25 08:59PM	Analyst Report: Tractor Supply Company (Morningstar Research)
11:40AM	ODP vs. TSCO: Which Stock Is the Better Value Option? (Zacks)
May-27-25 01:05PM	1 Excellent Dividend Stock to Buy Right Now (Motley Fool)
May-23-25 11:50AM	How Should Investors Approach TSCO Stock After an 11% Dip in 3 Months? (Zacks)
May-21-25 04:31PM	Top Stock Reports for Meta Platforms, Honeywell & Automatic Data Processing (Zacks)
09:00AM	Tractor Supply to Participate in Baird 2025 Global Consumer, Technology & Services Conference (Business Wire)
08:01AM	Loading…
May-19-25 08:01AM	If You Invested $10K In Tractor Supply Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
May-18-25 04:39AM	Billionaire CEO Jamie Dimon Says if You Could Put All Your Money in One Country, It Would Still Be America. 3 Great U.S. Stocks to Consider in 2025. (Motley Fool)
May-15-25 09:00AM	Tractor Supply Company Declares Quarterly Dividend (Business Wire)
May-12-25 07:34PM	Analyst Report: Tractor Supply Company (Morningstar Research)
03:33PM	Tractor Supply's Spring Paper Clover Campaign Raises More Than a Million Dollars on Heels of Winning 2025 Gold Halo Award (Business Wire)
11:40AM	ODP or TSCO: Which Is the Better Value Stock Right Now? (Zacks)
May-08-25 12:35PM	EXCLUSIVE Q&A: Tractor Supply Company talks supply chain, AI, tariffs (Chain Store Age)
May-07-25 03:10PM	Jim Cramer on Tractor Supply Company (TSCO): 'Tariffs Bite as Overseas Sourcing Raises Costs' (Insider Monkey)
May-06-25 07:28AM	Jim Cramer Says Tractor Supply Company (TSCO) Stock Stabilized as Wall Street 'Appreciated Management's Candour' (Insider Monkey)
May-05-25 10:00AM	Demonized by Trump, DEI Professionals Go Discreet to Find Jobs (Bloomberg)
12:37AM	2 Cash-Producing Stocks Worth Your Attention and 1 to Ignore (StockStory)
May-04-25 08:43PM	Analyst Report: Tractor Supply Company (Morningstar Research)
May-03-25 10:39PM	Top 50 High-Quality Dividend Stocks For May 2025 (Seeking Alpha)
02:20PM	Tractor Supply Company (TSCO): Among the Large-Cap Stocks Insiders and Short Sellers Are Dumping Like Crazy (Insider Monkey)
Apr-30-25 08:00AM	How Trump Reshaped Corporate DEI (Bloomberg)
Apr-28-25 02:18PM	Tractor Supply takes on selling pet supplies (TheStreet)
07:17AM	Tractor Supply breaks ground on Idaho distribution center (Retail Dive)
Apr-27-25 10:17PM	Popular retail chain quietly enters unexpected market, stock falls (TheStreet)
Apr-26-25 11:01AM	Tractor Supply price target lowered to $60 from $67 at Telsey Advisory (TipRanks)
Apr-25-25 09:27AM	Why Tractor Supply Dropped As Much As 7% After Earnings (Seeking Alpha)
01:45AM	Q1 2025 Tractor Supply Co Earnings Call (Thomson Reuters StreetEvents)
Apr-24-25 08:06PM	Analyst Report: Tractor Supply Company (Morningstar Research)
02:43PM	Why Tractor Supply (TSCO) Stock Is Nosediving (StockStory)
02:20PM	Tractor Supply & Keurig Dr Pepper guidance, Mondelez downgrade (Yahoo Finance Video)
01:36PM	Tractor Supply's Q1 Earnings Lag Estimates, Comps Down 0.9% Y/Y (Zacks)
12:32PM	Tractor Supply income falls; cuts 2025 earnings outlook amid 'uncertainty' (Chain Store Age)
11:28AM	Tractor Supply Company (TSCO) Q1 2025 Earnings Call Transcript (Seeking Alpha)
11:28AM	Tractor Supply initiates construction on new distribution centre in Idaho, US (World Construction Network)
09:30AM	Tractor Supply (TSCO) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:05AM	Tractor Supply (TSCO) Lags Q1 Earnings and Revenue Estimates (Zacks)
07:39AM	Tractor Supply (NASDAQ:TSCO) Misses Q1 Sales Targets (StockStory)
07:00AM	Tractor Supply: Q1 Earnings Snapshot (Associated Press Finance)
06:55AM	Tractor Supply Company Reports First Quarter 2025 Financial Results; Provides Second Quarter Guidance and Widens Fiscal Year 2025 Sales Range (Business Wire)
06:54AM	US retailer Tractor Supply breaks ground on Idaho distribution hub (Retail Insight Network)
Apr-23-25 12:50PM	TSCO Introduces Tractor Supply Rx to Facilitate Pet Pharmacy Offerings (Zacks)
10:21AM	Tractor Supply Breaks Ground on New Distribution Center in Nampa, Idaho (Business Wire)
08:06AM	Tractor Supply (TSCO) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
08:00AM	10-Year Anniversary Letter: The Rowan Street Story (Seeking Alpha)
Apr-22-25 04:24PM	Tractor Supply Company breaks ground on Idaho supply chain hub (Chain Store Age)
07:40AM	Tractor Supply debuts animal, pet pharmacy service (Retail Dive)
Apr-21-25 11:44AM	Tractor Supply Pre-Q1 Earnings: Should You Buy Amid Positive Trends? (Zacks)
11:19AM	Tractor Supply Company launches digital pet pharmacy (Chain Store Age)
09:15AM	Stay Ahead of the Game With Tractor Supply (TSCO) Q1 Earnings: Wall Street's Insights on Key Metrics (Zacks)
09:00AM	Tractor Supply Launches New Tractor Supply Rx With Easy Ordering for Pet and Animal Pharmacy Needs (Business Wire)
Apr-17-25 10:01AM	Tractor Supply (TSCO) Reports Next Week: What Awaits? (Zacks)
09:00AM	Tractor Supplys Spring Crop of 4-H Paper Clovers Has Arrived (Business Wire)
04:31AM	1 Top Dividend Stock Is on Sale (Motley Fool)
Apr-15-25 09:40AM	Wedgewood Partners Q1 2025 Client Letter (Seeking Alpha)
07:47AM	Is Tractor Supply Company (TSCO) One of the High Growth Forever Dividend Stocks to Invest In? (Insider Monkey)
Apr-14-25 07:47PM	Analyst Report: Tractor Supply Company (Morningstar Research)
Apr-11-25 11:52AM	How to Play Tractor Supply Stock After 18% Drop in 6 Months? (Zacks)
07:03AM	Embrace The Fear: 2 Safe-Havens To Take Shelter In During The Market Storm (Seeking Alpha)
Apr-09-25 04:18PM	Tractor Supply Company (TSCO): Among the High Growth Dividend Paying Stocks to Invest in (Insider Monkey) +7.00%
Apr-08-25 07:24PM	Analyst Report: Tractor Supply Company (Morningstar Research)
Apr-07-25 05:06PM	S&P 500 Gains and Losses Today: Homebuilder Stocks Fall as Pricing Pressure Lingers (Investopedia) -5.82%
09:00AM	Petsense by Tractor Supply Kicks off 20th Anniversary Celebration With Spring Adoptathon and Year-Long Events (Business Wire)
Apr-03-25 11:28PM	Top 50 High-Quality Dividend Growth Stocks For April 2025 (Seeking Alpha) -6.04%
12:25PM	Tractor Supply's Growth Strategies Yield: Apt to Hold the Stock? (Zacks)
09:50AM	Why Tractor Supply (TSCO) is a Top Momentum Stock for the Long-Term (Zacks)
09:00AM	Tractor Supply Announces Webcast of First Quarter Earnings Conference Call (Business Wire)
Apr-02-25 12:29PM	Tractor Supply Is Ready to Get Growing With Spring Events Out Here (Business Wire)
09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
04:30AM	Tractor Supply Company Digs Its Way To Growth And Bountiful Cashflow Harvest (Seeking Alpha)
Apr-01-25 09:15AM	Tractor Supply: 2025 Is Shaping Up To Be Better (Seeking Alpha)
Mar-30-25 06:05AM	After Doubling, Is There Still Time to Buy Chewy Stock as Sales Soar? (Motley Fool)
Mar-29-25 03:23AM	Got $3,000? 3 Top Growth Stocks to Buy That Could Double Your Money. (Motley Fool)
Mar-28-25 10:30AM	Is Tractor Supply Company (TSCO) the Best S&P 500 Stock to Buy for Dividend Growth? (Insider Monkey)
Mar-27-25 10:35PM	Columbia Small Cap Growth Fund Q4 2024 Commentary (SeekingAlpha)
Mar-26-25 06:35PM	Petco Health & Wellness (WOOF) Reports Break-Even Earnings for Q4 (Zacks)
05:38PM	Is Tractor Supply Company (TSCO) One of the Best Pet Stocks to Buy According to Billionaires? (Insider Monkey)

Tractor Supply Co. engages in the retail sale of farm and ranch products. It operates retail farm and ranch stores and focuses on supplying the lifestyle needs of recreational farmers and ranchers, as well as tradesmen and small businesses. The firm operates the retail stores under the names: Tractor Supply Company, Orscheln Farm & Home, and Petsense. Its product categories include equine, livestock, pet, and small animal, hardware, truck, towing, and tool, heating, lawn and garden items, power equipment, gifts, and toys, recreational clothing and footwear, and maintenance products for agricultural and rural use. The company was founded by Charles E. Schmidt, Sr. in 1938 and is headquartered in Brentwood, TN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Estep Jonathan S	EVP Chief Merchandise Officer	Jun 23 '25	Option Exercise	18.22	56,630	1,031,799	131,235	Jun 25 05:08 PM
Estep Jonathan S	EVP Chief Merchandise Officer	Jun 23 '25	Sale	53.00	56,630	3,001,390	74,605	Jun 25 05:08 PM
Estep Jonathan S	Officer	Jun 23 '25	Proposed Sale	53.00	56,630	3,001,390		Jun 23 10:26 AM
Rubin Matthew L.	SVP Petsense GM	May 14 '25	Sale	51.76	2,810	145,446	29,722	May 16 05:00 PM
Rubin Matthew L.	Officer	May 14 '25	Proposed Sale	51.76	2,810	145,446		May 14 12:39 PM
Rubin Matthew L.	SVP Petsense GM	Feb 20 '25	Option Exercise	28.64	5,810	166,398	35,637	Feb 24 04:49 PM
Rubin Matthew L.	SVP Petsense GM	Feb 20 '25	Sale	57.69	3,850	222,091	31,787	Feb 24 04:49 PM
Rubin Matthew L.	Officer	Feb 20 '25	Proposed Sale	57.69	3,850	222,091		Feb 20 02:23 PM
Barton Kurt D	EVP Chief Financial Officer	Feb 13 '25	Sale	56.00	12,146	680,176	47,715	Feb 14 04:42 PM
Yankee Colin	EVP Chief Supply Chain Officer	Feb 11 '25	Option Exercise	46.57	11,165	519,959	58,247	Feb 13 04:59 PM
Yankee Colin	EVP Chief Supply Chain Officer	Feb 11 '25	Sale	54.15	24,602	1,332,198	33,645	Feb 13 04:59 PM
Barton Kurt D	Officer	Feb 13 '25	Proposed Sale	56.00	12,146	680,176		Feb 13 10:26 AM
Yankee Colin	Officer	Feb 11 '25	Proposed Sale	54.15	24,602	1,332,286		Feb 11 11:16 AM
Kersey Melissa	EVP Chief HR Officer	Feb 06 '25	Sale	53.17	9,300	494,472	34,961	Feb 07 04:49 PM
Kersey Melissa	Officer	Feb 06 '25	Proposed Sale	53.17	9,300	494,472		Feb 06 04:20 PM
Lawton III Harry A	President & CEO	Feb 03 '25	Sale	54.59	88,095	4,809,106	488,852	Feb 05 04:22 PM
Lawton III Harry A	Officer	Feb 03 '25	Proposed Sale	54.59	88,095	4,808,769		Feb 03 04:14 PM
Barton Kurt D	EVP Chief Financial Officer	Oct 01 '24	Option Exercise	68.96	23,532	1,622,834	33,215	Oct 03 04:37 PM
Barton Kurt D	EVP Chief Financial Officer	Oct 01 '24	Sale	295.64	23,532	6,956,923	9,683	Oct 03 04:37 PM
Barton Kurt D	Officer	Oct 01 '24	Proposed Sale	295.64	23,532	6,956,918		Oct 01 04:26 PM
Barton Kurt D	EVP Chief Financial Officer	Aug 28 '24	Sale	275.00	10,995	3,023,625	9,683	Aug 30 04:12 PM
Barton Kurt D	Officer	Aug 28 '24	Proposed Sale	275.00	10,995	3,023,625		Aug 28 12:39 PM
Rubin Matthew L.	SVP Petsense GM	Aug 12 '24	Option Exercise	221.95	292	64,809	5,462	Aug 14 05:00 PM
Rubin Matthew L.	SVP Petsense GM	Aug 12 '24	Sale	262.35	540	141,669	5,170	Aug 14 05:00 PM
Rubin Matthew L.	Officer	Aug 12 '24	Proposed Sale	262.35	540	141,669		Aug 12 05:07 PM

Peers: GOOGL TTD ROKU PUBM MGNI DV APPS PERI FLNT ZD

| Held by: MSSM FNDC APIE ONEQ PNQI TEKY PDN

Index	-	P/E	9.77	EPS (ttm)	2.45	Insider Own	1.00%	Shs Outstand	53.57M	Perf Week	1.18%
Market Cap	1.28B	Forward P/E	5.37	EPS next Y	4.46	Insider Trans	-21.37%	Shs Float	53.04M	Perf Month	-5.97%
Enterprise Value	1.12B	PEG	3.05	EPS next Q	0.71	Inst Own	97.94%	Short Float	3.98%	Perf Quarter	-31.57%
Income	141.77M	P/S	0.66	EPS this Y	-3.29%	Inst Trans	0.93%	Short Ratio	4.55	Perf Half Y	-41.56%
Sales	1.93B	P/B	1.21	EPS next Y	1.02%	ROA	6.54%	Short Interest	2.11M	Perf YTD	-39.43%
Book/sh	19.87	P/C	4.09	EPS next 5Y	3.20%	ROE	13.46%	52W High	49.93 -52.01%	Perf Year	-34.36%
Cash/sh	5.85	P/FCF	5.72	EPS past 3/5Y	-3.12% 6.16%	ROIC	12.41%	52W Low	23.24 3.10%	Perf 3Y	-1.96%
Dividend Est.	-	EV/EBITDA	3.54	Sales past 3/5Y	-5.00% -3.12%	Gross Margin	51.82%	Volatility	2.83% 3.73%	Perf 5Y	83.46%
Dividend TTM	-	EV/Sales	0.58	EPS Y/Y TTM	100.33%	Oper. Margin	11.07%	ATR (14)	0.97	Perf 10Y	-48.67%
Dividend Ex-Date	-	Quick Ratio	1.22	Sales Y/Y TTM	-1.18%	Profit Margin	7.34%	RSI (14)	37.32	Recom	1.69
Dividend Gr. 3/5Y	- -	Current Ratio	1.22	EPS Q/Q	444.83%	SMA20	-3.64%	Beta	0.48	Target Price	40.83
Payout	0.00%	Debt/Eq	0.10	Sales Q/Q	0.62%	SMA50	-13.15%	Rel Volume	0.56	Prev Close	23.83
Employees	3507	LT Debt/Eq	0.07	Earnings	May 02 BMO	SMA200	-33.62%	Avg Volume	464.54K	Price	23.96
IPO	Oct 30, 2013	Option/Short	Yes / Yes	EPS/Sales Surpr.	42.51% 1.52%	Trades		Volume	260,701	Change	0.55%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-29-24	Initiated	Wells Fargo	Overweight	$70
Aug-06-24	Upgrade	DA Davidson	Neutral → Buy	$43 → $58
Jul-30-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
May-24-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$31 → $45
Feb-08-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$28 → $41
Jan-09-24	Initiated	BMO Capital Markets	Market Perform	$28
Oct-24-23	Initiated	KeyBanc Capital Markets	Overweight	$40
Jun-27-23	Initiated	Wells Fargo	Equal Weight	$37
Dec-13-22	Initiated	Citigroup	Buy	$36
Mar-01-22	Initiated	The Benchmark Company	Buy	$45
Feb-01-22	Resumed	Stifel	Buy	$50
Jun-03-21	Upgrade	Stifel	Hold → Buy	$40 → $47
Mar-26-21	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$45
Feb-11-21	Upgrade	Macquarie	Neutral → Outperform	$40
Jan-19-21	Downgrade	Citigroup	Buy → Neutral	$20
Oct-29-20	Upgrade	Rosenblatt	Neutral → Buy	$20
Oct-29-20	Upgrade	BMO Capital Markets	Market Perform → Outperform	$25
Jun-24-20	Downgrade	BMO Capital Markets	Outperform → Market Perform	$13
Apr-08-20	Upgrade	Societe Generale	Hold → Buy
Apr-02-20	Upgrade	Citigroup	Neutral → Buy	$16 → $14

Show Previous Ratings

Jun-19-25 02:26AM	Criteo S.A. (CRTO) Falls to 52-Week Low Amid Ad Tech Sector Uncertainty (Insider Monkey)
Jun-17-25 04:00AM	Criteo Debuts Auction-Based Display Ads to Help Clients Unlock More Value in Retail Media (PR Newswire)
Jun-13-25 07:00AM	Criteo and dentsu Announce Global Commerce Media Partnership (PR Newswire) -5.74%
Jun-12-25 10:25AM	Nebius Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell (Zacks)
Jun-09-25 10:11AM	Globant Unveils AI Pods to Revolutionize IT Services Delivery Model (Zacks)
09:40AM	Loading…
Jun-03-25 09:40AM	Should Value Investors Buy Criteo (CRTO) Stock? (Zacks)
Jun-02-25 09:35AM	Criteo (CRTO) Loses 13.6% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
May-28-25 11:27AM	2 Top Bargain Stocks Ready for a Bull Run (Motley Fool)
May-26-25 09:37AM	The Trade Desk vs. Criteo: Which Ad Tech Stock is the Better Buy Now? (Zacks)
May-20-25 10:59AM	Criteo Stock Plunges 29% YTD: Should You Buy the Dip or Wait? (Zacks)
May-16-25 09:40AM	Are Investors Undervaluing Criteo (CRTO) Right Now? (Zacks)
06:22AM	Zacks Industry Outlook Highlights Criteo and RingCentral (Zacks)
May-15-25 02:45PM	CRTO & RNG Look Good Despite Software & Services Weakness (Zacks)
May-03-25 03:02AM	Criteo SA (CRTO) Q1 2025 Earnings Call Highlights: Strong Growth in Retail Media and AI Innovations (GuruFocus.com)
May-02-25 10:45AM	Criteo S.A. (CRTO) Q1 2025 Earnings Call Transcript (Seeking Alpha) -11.83%
09:30AM	Loading…
09:30AM	Criteo (CRTO) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:00AM	CRITEO REPORTS RECORD FIRST QUARTER 2025 RESULTS (PR Newswire)
May-01-25 02:20PM	Carrier Global Q1 Earnings & Revenues Beat Estimates, Stock Up (Zacks)
01:21PM	Cognizant Q1 Earnings Beat Estimates: Will Raised View Aid Shares? (Zacks)
12:04PM	FORM Q1 Earnings Surpass Estimates, Stock Rises on Positive Outlook (Zacks)
11:34AM	Meta Platforms' Q1 Earnings and Revenues Surpass Estimates, Rise Y/Y (Zacks)
Apr-30-25 12:03PM	Will CoStar's Earnings & Revenue Beat in Q1 Drive the Stock Price? (Zacks)
11:42AM	Criteo S.A. (CRTO): Among Billionaire Michael Platt's Stock Picks with Huge Upside Potential (Insider Monkey)
09:40AM	Is Criteo (CRTO) Stock Undervalued Right Now? (Zacks)
07:00AM	CRITEO TO PRESENT AT THE J.P. MORGAN 53RD GLOBAL TECHNOLOGY, MEDIA AND COMMUNICATIONS CONFERENCE ON MAY 14, 2025 (PR Newswire)
Apr-25-25 11:25AM	What Wall Street is saying about Alphabet ahead of earnings (TipRanks)
Apr-23-25 07:00AM	Criteo Introduces Onsite Video to its Retail Media Mix -- A Powerful New Way to Bridge Storytelling and Sales (PR Newswire)
Apr-16-25 07:00AM	CRITEO TO ANNOUNCE FIRST QUARTER 2025 FINANCIAL RESULTS ON MAY 2, 2025 (PR Newswire)
Apr-15-25 09:35AM	Down -21.15% in 4 Weeks, Here's Why You Should You Buy the Dip in Criteo (CRTO) (Zacks)
Apr-14-25 09:40AM	Is Criteo (CRTO) a Great Value Stock Right Now? (Zacks)
07:00AM	Loading…
Apr-11-25 07:00AM	Criteo Announces Changes to its Board of Directors (PR Newswire)
Mar-27-25 09:40AM	Should Value Investors Buy Criteo (CRTO) Stock? (Zacks)
Mar-24-25 01:34PM	Buy RingCentral & Criteo to Tap Software & Services Growth (Zacks)
12:28PM	Is Criteo S.A. (CRTO) the Best Advertising Stock to Buy Now? (InsiderMonkey)
Mar-11-25 09:40AM	Are Investors Undervaluing Criteo (CRTO) Right Now? (Zacks)
Feb-28-25 09:55AM	Wall Street Analysts Think Criteo (CRTO) Could Surge 46.11%: Read This Before Placing a Bet (Zacks)
Feb-12-25 12:00PM	Criteo S.A. (CRTO) is a Great Momentum Stock: Should You Buy? (Zacks)
09:55AM	Wall Street Analysts See a 27.07% Upside in Criteo (CRTO): Can the Stock Really Move This High? (Zacks)
Feb-06-25 02:07AM	Criteo SA (CRTO) Q4 2024 Earnings Call Highlights: Strong Growth in Retail Media and Financial ... (GuruFocus.com)
Feb-05-25 05:11PM	Why Criteo Stock Popped 18% Higher Today (Motley Fool) +17.63%
01:30PM	Criteo (CRTO) Q4 2024 Earnings Call Transcript (Motley Fool)
10:00AM	Here's What Key Metrics Tell Us About Criteo (CRTO) Q4 Earnings (Zacks)
07:00AM	CRITEO REPORTS RECORD FOURTH QUARTER 2024 RESULTS (PR Newswire)
Jan-27-25 03:59PM	Criteo S.A. (CRTO): Why You Should Buy This Marketing Stock Right Now (Insider Monkey)
Jan-22-25 07:00AM	CRITEO TO ANNOUNCE FOURTH QUARTER AND FISCAL YEAR 2024 FINANCIAL RESULTS ON FEBRUARY 5, 2025 (PR Newswire)
Jan-14-25 07:00AM	Criteo Appoints Michael Komasinski as Chief Executive Officer (PR Newswire)
Dec-06-24 04:13PM	Why Is Criteo S.A. (CRTO) Among The Best Advertising Stocks to Buy According to Hedge Funds? (Insider Monkey)
Nov-30-24 03:27PM	Why Criteo S.A. (CRTO) Is One of the Best AdTech Stocks to Buy? (Insider Monkey)
Nov-23-24 11:23AM	A Bull Market Is Here: 2 Supercharged Stocks Down More Than 20% to Buy Right Now (Motley Fool)
Nov-18-24 07:00AM	CRITEO HOSTS RETAIL MEDIA INVESTOR UPDATE (PR Newswire)
Nov-13-24 10:41AM	Is Criteo S.A. (CRTO) Top Performing European Stock Heading into 2025? (Insider Monkey)
Nov-06-24 08:33PM	Big wins await retailers that focus on the first and final hours of seasonal sales (PR Newswire)
Oct-31-24 03:05AM	Criteo SA (CRTO) Q3 2024 Earnings Call Highlights: Strong Retail Media Growth and AI-Driven ... (GuruFocus.com)
Oct-30-24 11:30PM	Criteo (CRTO) Q3 2024 Earnings Call Transcript (Motley Fool) -21.26%
09:30AM	Criteo (CRTO) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:00AM	CRITEO REPORTS RECORD THIRD QUARTER 2024 RESULTS (PR Newswire)
Oct-29-24 07:00AM	Criteo Announces New Collaborations to Enhance Flexibility and Connectivity for Retail Media Networks (PR Newswire)
Oct-23-24 07:00AM	Criteo Named a Leader in IDC MarketScape's 2024 Worldwide Retail Media Network Service Providers Vendor Assessment (PR Newswire)
Oct-22-24 09:00AM	MobileFuse Bolsters Retail Media Capabilities with Criteo Commerce Audiences (PR Newswire)
Oct-16-24 07:00AM	CRITEO TO ANNOUNCE THIRD QUARTER 2024 FINANCIAL RESULTS ON OCTOBER 30, 2024 (PR Newswire)
Oct-08-24 09:00AM	Belk Teams Up with Criteo to Connect Brands with Retailer's Loyal Customer Base (PR Newswire)
Sep-27-24 05:56AM	Selfridges partners with Criteo to enhance luxury shopping experience (Retail Insight Network)
Sep-24-24 10:19AM	What Makes Criteo (CRTO) an Attractive Pick? (Insider Monkey)
Sep-18-24 04:25AM	Why is Criteo S.A (CRTO) the Worst AdTech Stock to Buy Now? (Insider Monkey)
Sep-14-24 01:51AM	Insider Sale: Chief Legal Officer Ryan Damon Sells Shares of Criteo SA (CRTO) (GuruFocus.com)
Aug-28-24 12:00PM	What Makes Criteo S.A. (CRTO) a Strong Momentum Stock: Buy Now? (Zacks)
Aug-26-24 04:01PM	Criteo Announces CEO Succession Plan (PR Newswire)
Aug-20-24 09:15AM	Criteo S.A. (CRTO) Hit a 52 Week High, Can the Run Continue? (Zacks)
Aug-09-24 12:00PM	Here's Why Criteo S.A. (CRTO) is a Great Momentum Stock to Buy (Zacks)
Aug-05-24 09:40AM	Is Criteo (CRTO) Outperforming Other Computer and Technology Stocks This Year? (Zacks) -6.92%
Aug-02-24 09:15AM	Criteo S.A. (CRTO) Soars to 52-Week High, Time to Cash Out? (Zacks)
Aug-01-24 11:30PM	Criteo (CRTO) Q2 2024 Earnings Call Transcript (Motley Fool) +5.42%
10:30AM	Compared to Estimates, Criteo (CRTO) Q2 Earnings: A Look at Key Metrics (Zacks)
07:00AM	CRITEO REPORTS RECORD SECOND QUARTER 2024 RESULTS (PR Newswire)
Jul-29-24 01:39PM	The 3 Most Sold Stocks by Activist Hedge Funds for July (InvestorPlace)
Jul-26-24 07:00AM	Criteo Announces Senior Executive Promotions (PR Newswire)
Jul-18-24 07:00AM	CRITEO TO ANNOUNCE SECOND QUARTER 2024 FINANCIAL RESULTS ON AUGUST 1, 2024 (PR Newswire)
Jul-13-24 07:41AM	Why I Sold These 7 Stocks: A Stock Portfolio Spring Cleaning (Motley Fool)
Jul-11-24 08:00AM	Criteo Collaborates with Microsoft Advertising to Drive Retail Media Growth (PR Newswire)
May-31-24 07:00PM	Insider Sale: Chief Legal Officer Ryan Damon Sells 21,000 Shares of Criteo SA (CRTO) (GuruFocus.com)
09:00AM	Dollar General Selects Criteo to Enhance its Retail Media Offering (PR Newswire)
05:45AM	Dollar General picks Criteo to boost retail media offering (Marketing Dive)
May-10-24 07:39PM	12 Best Marketing Stocks to Buy (Insider Monkey)
May-08-24 02:22AM	Insider Sale: Chief Legal Officer Ryan Damon Sells 21,661 Shares of Criteo SA (CRTO) (GuruFocus.com)
May-07-24 09:30AM	Is Criteo (CRTO) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
May-06-24 07:00AM	CRITEO TO PRESENT AT THE J.P. MORGAN 52ND GLOBAL TECHNOLOGY, MEDIA AND COMMUNICATIONS CONFERENCE ON MAY 20, 2024 (PR Newswire)
May-03-24 03:37PM	Open Text Corporation (NASDAQ:OTEX) Q3 2024 Earnings Call Transcript (Insider Monkey)
10:06AM	Criteo S.A. (NASDAQ:CRTO) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 10:15PM	Criteo (CRTO) Q1 2024 Earnings Call Transcript (Motley Fool) +5.69%
11:56AM	CRTO Stock Earnings: Criteo Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:30AM	Criteo (CRTO) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:41AM	Criteo SA (CRTO) Q1 2024 Earnings: Substantial Growth and Strategic Share Repurchases (GuruFocus.com)
07:00AM	CRITEO REPORTS RECORD FIRST QUARTER 2024 RESULTS (PR Newswire)
Apr-29-24 09:16AM	Insights Into Criteo (CRTO) Q1: Wall Street Projections for Key Metrics (Zacks)
Apr-23-24 05:50PM	Criteo S.A. (CRTO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Apr-22-24 09:00AM	Here is What to Know Beyond Why Criteo S.A. (CRTO) is a Trending Stock (Zacks)
Apr-18-24 06:00PM	Why the Market Dipped But Criteo S.A. (CRTO) Gained Today (Zacks)
07:00AM	CRITEO TO ANNOUNCE FIRST QUARTER 2024 FINANCIAL RESULTS ON MAY 2, 2024 (PR Newswire)
07:00AM	CRITEO HIGHLIGHTS 2023 SUSTAINABILITY PROGRESS IN NEW CORPORATE SOCIAL RESPONSIBILITY REPORT (PR Newswire)
Apr-16-24 07:00AM	Criteo Announces Nomination of Ernst Teunissen to its Board of Directors (PR Newswire)

Criteo SA is a global technology company, which specializes in digital performance marketing. The firm enables e-commerce companies to leverage large volumes of granular data to engage and convert their customers. It operates through the following segments: Marketing Solutions, Retail Media, and Iponweb. The Marketing Solutions segment is involved in helping advertisers achieve their customer acquisition and retention goals. The Retail Media segment assists retailers in generating high-margin advertising revenues from brands and agencies looking to address multiple marketing goals. The iponweb segment specializes in building real-time advertising technology and trading infrastructure, delivering advanced media buying, selling, and packaging capabilities for media owners, agencies, performance advertisers, and third-party AdTech platforms. The company was founded by Jean-Baptiste Rudelle, Franck Le Ouay, Pascal Gauthier, Laurent Quatrefages and Romain Niccoli on November 3, 2005 and is headquartered in Paris, France.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Damon Ryan	Chief Legal Officer	May 23 '25	Sale	25.81	2,132	55,027	132,002	May 28 04:11 PM
Damon Ryan	Chief Legal Officer	May 27 '25	Sale	26.12	1,263	32,990	130,739	May 28 04:11 PM
Gleason Brian	CRO & President, Retail Media	May 23 '25	Sale	25.81	2,486	64,164	154,964	May 28 04:09 PM
Glickman Sarah JS	Chief Financial Officer	May 23 '25	Sale	25.81	2,465	63,622	362,710	May 28 04:08 PM
Glickman Sarah JS	Chief Financial Officer	May 27 '25	Sale	26.12	1,520	39,702	361,190	May 28 04:08 PM
Damon Ryan	Officer	May 27 '25	Proposed Sale	26.12	1,263	32,987		May 27 04:09 PM
Glickman Sarah JS	Officer	May 27 '25	Proposed Sale	26.12	1,520	39,700		May 27 04:07 PM
Damon Ryan	Officer	May 23 '25	Proposed Sale	25.81	2,132	55,037		May 23 04:15 PM
Gleason Brian	Officer	May 23 '25	Proposed Sale	25.81	2,486	64,175		May 23 04:08 PM
Glickman Sarah JS	Officer	May 23 '25	Proposed Sale	25.81	2,465	63,633		May 23 04:00 PM
Gleason Brian	CRO & President, Retail Media	Apr 28 '25	Sale	33.89	2,841	96,281	157,450	Apr 29 04:14 PM
Gleason Brian	Officer	Apr 28 '25	Proposed Sale	33.90	2,841	96,299		Apr 28 05:03 PM
Gleason Brian	CRO & President, Retail Media	Feb 27 '25	Sale	38.44	15,151	582,344	102,168	Feb 28 04:02 PM
Gleason Brian	Officer	Feb 27 '25	Proposed Sale	38.44	15,151	582,342		Feb 27 04:00 PM
Glickman Sarah JS	Chief Financial Officer	Feb 25 '25	Sale	40.30	17,883	720,685	293,995	Feb 26 04:11 PM
Gleason Brian	CRO & President, Retail Media	Feb 25 '25	Sale	40.30	19,842	799,633	117,319	Feb 26 04:10 PM
Damon Ryan	Chief Legal Officer	Feb 26 '25	Sale	40.01	22,986	919,670	76,729	Feb 26 04:09 PM
Damon Ryan	Chief Legal Officer	Feb 25 '25	Sale	40.28	15,931	641,706	99,715	Feb 26 04:09 PM
Damon Ryan	Officer	Feb 26 '25	Proposed Sale	40.01	22,986	919,721		Feb 26 04:00 PM
Gleason Brian	Officer	Feb 25 '25	Proposed Sale	40.30	19,842	799,599		Feb 25 06:21 PM
Damon Ryan	Officer	Feb 25 '25	Proposed Sale	40.28	15,931	641,689		Feb 25 06:07 PM
Glickman Sarah JS	Officer	Feb 25 '25	Proposed Sale	40.30	17,883	720,654		Feb 25 05:56 PM
Clarken Megan	Chief Executive Officer	Feb 14 '25	Sale	43.74	14,690	642,563	473,539	Feb 14 04:41 PM
Clarken Megan	Officer	Feb 14 '25	Proposed Sale	43.74	14,690	642,584		Feb 14 04:37 PM
Clarken Megan	Chief Executive Officer	Feb 13 '25	Sale	43.56	13,823	602,187	488,229	Feb 13 05:01 PM
Clarken Megan	Chief Executive Officer	Feb 11 '25	Sale	44.51	7,481	332,979	502,052	Feb 13 05:01 PM
Clarken Megan	Officer	Feb 13 '25	Proposed Sale	43.56	13,823	602,196		Feb 13 04:38 PM
Clarken Megan	Officer	Feb 11 '25	Proposed Sale	44.51	7,481	332,979		Feb 11 05:19 PM
Gleason Brian	CRO & President, Retail Media	Jan 31 '25	Sale	38.08	1,924	73,266	137,161	Feb 03 04:09 PM
Gleason Brian	Officer	Jan 31 '25	Proposed Sale	38.08	1,924	73,271		Jan 31 04:03 PM
Gleason Brian	CRO & President, Retail Media	Jan 28 '25	Sale	36.95	3,135	115,838	139,085	Jan 29 04:11 PM
Gleason Brian	Officer	Jan 28 '25	Proposed Sale	36.95	3,135	115,841		Jan 28 04:00 PM
Damon Ryan	Officer	Dec 13 '24	Proposed Sale	42.54	2,793	118,811		Dec 13 04:16 PM
Damon Ryan	Chief Legal Officer	Dec 13 '24	Sale	42.54	2,793	118,814	115,646	Dec 13 04:11 PM
Damon Ryan	Chief Legal Officer	Nov 25 '24	Sale	40.36	2,885	116,439	118,334	Nov 26 04:13 PM
Glickman Sarah JS	Chief Financial Officer	Nov 25 '24	Sale	40.36	1,520	61,347	311,878	Nov 26 04:11 PM
Clarken Megan	Chief Executive Officer	Nov 25 '24	Sale	40.36	9,284	374,702	509,145	Nov 26 04:10 PM
Damon Ryan	Officer	Nov 25 '24	Proposed Sale	40.36	2,885	116,445		Nov 25 04:19 PM
Clarken Megan	Officer	Nov 25 '24	Proposed Sale	40.36	9,284	374,722		Nov 25 04:10 PM
Glickman Sarah JS	Officer	Nov 25 '24	Proposed Sale	40.36	1,520	61,350		Nov 25 04:01 PM
Gleason Brian	CRO & President, Retail Media	Nov 08 '24	Sale	35.53	4,250	151,002	142,220	Nov 12 04:02 PM
Gleason Brian	Officer	Nov 08 '24	Proposed Sale	35.53	4,250	150,999		Nov 08 04:16 PM
Gleason Brian	CRO & President, Retail Media	Jul 29 '24	Sale	44.14	2,926	129,154	149,311	Oct 30 04:20 PM
Gleason Brian	CRO & President, Retail Media	Oct 29 '24	Sale	41.10	2,841	116,765	146,470	Oct 30 04:20 PM
Gleason Brian	Officer	Oct 29 '24	Proposed Sale	41.10	2,841	116,766		Oct 29 04:00 PM
Glickman Sarah JS	Chief Financial Officer	Oct 23 '24	Sale	40.60	5,442	220,945	313,398	Oct 25 04:13 PM
Glickman Sarah JS	Officer	Oct 23 '24	Proposed Sale	40.60	5,442	220,943		Oct 23 04:14 PM
Damon Ryan	Chief Legal Officer	Sep 12 '24	Option Exercise	20.66	16,845	348,018	138,064	Sep 16 04:13 PM
Damon Ryan	Chief Legal Officer	Sep 12 '24	Sale	44.37	16,845	747,413	121,219	Sep 16 04:13 PM
Damon Ryan	Chief Legal Officer	Sep 12 '24	Sale	44.34	7,390	327,673	121,219	Sep 13 04:07 PM
Damon Ryan	Officer	Sep 12 '24	Proposed Sale	44.36	24,235	1,075,033		Sep 12 05:27 PM
Damon Ryan	Chief Legal Officer	Aug 26 '24	Sale	49.17	2,912	143,183	128,609	Aug 27 04:11 PM
Glickman Sarah JS	Chief Financial Officer	Aug 26 '24	Sale	49.17	1,519	74,689	318,682	Aug 27 04:11 PM
Clarken Megan	Chief Executive Officer	Aug 26 '24	Sale	49.17	9,283	456,445	518,429	Aug 27 04:10 PM
Damon Ryan	Officer	Aug 26 '24	Proposed Sale	49.17	2,912	143,190		Aug 26 05:09 PM
Glickman Sarah JS	Officer	Aug 26 '24	Proposed Sale	49.17	1,519	74,693		Aug 26 05:02 PM
Clarken Megan	Officer	Aug 26 '24	Proposed Sale	49.17	9,283	456,466		Aug 26 04:55 PM
Glickman Sarah JS	Chief Financial Officer	Jul 23 '24	Sale	45.49	5,496	250,013	320,201	Jul 25 04:17 PM

Peers: ILMN EXAS GH TXG CRSP PACB NTLA EDIT CDNA TWST

| Held by: ARKK VTI VB ARKG VBK IBB IWP JTEK ULTY BAI

Index	-	P/E	-	EPS (ttm)	-4.60	Insider Own	48.04%	Shs Outstand	167.99M	Perf Week	-3.21%
Market Cap	11.00B	Forward P/E	-	EPS next Y	-0.01	Insider Trans	-9.18%	Shs Float	89.94M	Perf Month	16.74%
Enterprise Value	11.64B	PEG	-	EPS next Q	-0.23	Inst Own	32.97%	Short Float	21.81%	Perf Quarter	32.85%
Income	-721.31M	P/S	13.69	EPS this Y	55.27%	Inst Trans	0.50%	Short Ratio	1.52	Perf Half Y	82.64%
Sales	803.32M	P/B	33.71	EPS next Y	97.88%	ROA	-70.47%	Short Interest	19.61M	Perf YTD	88.21%
Book/sh	1.89	P/C	50.28	EPS next 5Y	-	ROE	-	52W High	91.45 -30.52%	Perf Year	130.55%
Cash/sh	1.26	P/FCF	-	EPS past 3/5Y	-37.97% -32.48%	ROIC	-61.41%	52W Low	30.77 106.50%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	39.06% 38.58%	Gross Margin	55.42%	Volatility	6.90% 7.53%	Perf 5Y	-
Dividend TTM	-	EV/Sales	14.49	EPS Y/Y TTM	-160.27%	Oper. Margin	-87.17%	ATR (14)	4.91	Perf 10Y	-
Dividend Ex-Date	Jul 18, 2006	Quick Ratio	1.56	Sales Y/Y TTM	42.93%	Profit Margin	-89.79%	RSI (14)	47.85	Recom	2.08
Dividend Gr. 3/5Y	- -	Current Ratio	1.71	EPS Q/Q	27.16%	SMA20	-4.87%	Beta	5.42	Target Price	66.70
Payout	-	Debt/Eq	2.63	Sales Q/Q	75.38%	SMA50	4.64%	Rel Volume	0.94	Prev Close	66.52
Employees	2400	LT Debt/Eq	2.60	Earnings	May 06 AMC	SMA200	19.02%	Avg Volume	12.90M	Price	63.54
IPO	Jun 14, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.69% 3.07%	Trades		Volume	12,175,486	Change	-4.48%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-21-25	Initiated	BTIG Research	Buy	$60
Feb-25-25	Downgrade	JP Morgan	Overweight → Neutral	$50 → $55
Feb-12-25	Downgrade	William Blair	Outperform → Mkt Perform
Feb-05-25	Resumed	TD Cowen	Buy	$58 → $74
Dec-13-24	Initiated	Wolfe Research	Outperform	$60
Dec-09-24	Initiated	Guggenheim	Buy	$74
Nov-11-24	Downgrade	Stifel	Buy → Hold	$45 → $65
Oct-02-24	Downgrade	BofA Securities	Buy → Neutral	$45 → $60
Aug-12-24	Initiated	Piper Sandler	Neutral	$40
Jul-09-24	Initiated	William Blair	Outperform
Jul-09-24	Initiated	TD Cowen	Buy	$50
Jul-09-24	Initiated	Stifel	Buy	$45
Jul-09-24	Initiated	Needham	Buy	$47
Jul-09-24	Initiated	Morgan Stanley	Overweight	$44
Jul-09-24	Initiated	Loop Capital	Buy	$48
Jul-09-24	Initiated	Longbow	Buy	$48
Jul-09-24	Initiated	JP Morgan	Overweight	$42
Jul-09-24	Initiated	BofA Securities	Buy	$41

Show Previous Ratings

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Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
LEFKOFSKY ERIC P	CEO and Chairman	Jun 17 '25	Sale	70.07	250,000	17,516,593	9,357,283	Jun 20 04:15 PM
LEFKOFSKY ERIC P	CEO and Chairman	Jun 18 '25	Sale	69.44	250,000	17,359,469	9,307,283	Jun 20 04:15 PM
Phelps Erik	EVP & Chief Admin & Legal Off	Jun 16 '25	Sale	72.56	51,317	3,723,634	97,779	Jun 18 04:15 PM
Polovin Andrew	EVP and General Counsel	Jun 16 '25	Sale	72.13	1,423	102,641	137,454	Jun 18 04:15 PM
Eric Paul Lefkofsky	Officer	Jun 17 '25	Proposed Sale	72.00	400,000	28,800,000		Jun 17 09:45 PM
ERIK PHELPS	Officer	Jun 16 '25	Proposed Sale	71.28	51,317	3,657,876		Jun 16 04:30 PM
ANDREW POLOVIN	Officer	Jun 16 '25	Proposed Sale	71.28	1,423	101,431		Jun 16 04:22 PM
Leonsis Theodore	Director	Jun 11 '25	Sale	67.66	205,847	13,927,976	0	Jun 13 04:15 PM
Revolution Growth Management C	Shareholder	Jun 11 '25	Proposed Sale	69.38	205,847	14,281,665		Jun 11 04:02 PM
Fukushima Ryan	Chief Operating Officer	Jun 03 '25	Sale	62.29	20,000	1,245,764	856,640	Jun 05 04:15 PM
Doudna Jennifer A	Director	Jun 02 '25	Sale	55.20	558	30,802	27,179	Jun 04 04:15 PM
Epstein David R	Director	Jun 02 '25	Sale	55.20	250	13,800	27,661	Jun 04 04:15 PM
JENNIFER A DOUDNA	Director	Jun 02 '25	Proposed Sale	55.18	1,183	65,278		Jun 02 04:32 PM
Rogers James William	Chief Financial Officer	May 20 '25	Sale	63.27	23,121	1,462,809	146,001	May 22 08:00 PM
Polovin Andrew	EVP and General Counsel	May 20 '25	Sale	63.43	17,552	1,113,385	138,877	May 22 08:00 PM
Phelps Erik	EVP & Chief Admin & Legal Off	May 20 '25	Sale	63.21	8,415	531,918	149,096	May 22 08:00 PM
LEFKOFSKY ERIC P	CEO and Chairman	May 20 '25	Sale	63.21	16,752	1,058,905	4,878,837	May 22 08:00 PM
Fukushima Ryan	Chief Operating Officer	May 20 '25	Sale	63.21	7,820	494,308	876,640	May 22 08:00 PM
Bartolucci Ryan M	Chief Accounting Officer	May 20 '25	Sale	63.23	6,073	384,023	47,799	May 22 08:00 PM
Ryan M. Bartolucci	Officer	May 20 '25	Proposed Sale	63.74	4,254	271,150		May 21 07:39 PM
Ryan Fukushima	Officer	May 20 '25	Proposed Sale	63.74	7,820	498,447		May 21 07:36 PM
Andrew Polovin	Officer	May 20 '25	Proposed Sale	63.74	9,797	624,461		May 21 07:25 PM
Eric Paul Lefkofsky	Officer	May 20 '25	Proposed Sale	63.74	16,752	1,067,772		May 21 07:23 PM
Erik Phelps	Officer	May 20 '25	Proposed Sale	63.74	8,415	536,372		May 21 07:20 PM
James William Rogers	Officer	May 20 '25	Proposed Sale	63.74	11,413	727,465		May 21 07:18 PM
RYAN BARTOLUCCI	Officer	May 20 '25	Proposed Sale	63.74	1,819	115,943		May 20 04:32 PM
ANDREW POLOVIN	Officer	May 20 '25	Proposed Sale	63.74	7,755	494,304		May 20 04:31 PM
JAMES ROGERS	Officer	May 20 '25	Proposed Sale	63.74	11,708	746,268		May 20 04:31 PM
Leonsis Theodore	Director	May 09 '25	Sale	66.26	770	51,020	43,550	May 13 04:15 PM
REVOLUTION GROWTH III, LP	Shareholder	May 09 '25	Proposed Sale	65.22	770	50,219		May 09 04:18 PM
Fukushima Ryan	Chief Operating Officer	May 06 '25	Sale	52.36	20,000	1,047,239	884,460	May 08 04:30 PM
Epstein David R	Director	May 01 '25	Sale	53.50	370	19,795	25,914	May 05 04:15 PM
Gottlieb Scott	Director	Apr 01 '25	Sale	47.21	27,837	1,314,154	32,839	Apr 03 05:30 PM
Doudna Jennifer A	Director	Apr 01 '25	Sale	48.12	625	30,075	25,740	Apr 03 04:15 PM
Fukushima Ryan	Chief Operating Officer	Apr 01 '25	Sale	47.20	20,000	944,085	904,460	Apr 03 04:15 PM
Frederick Wayne A.I.	Director	Mar 31 '25	Sale	45.54	3,000	136,620	26,514	Apr 02 06:13 PM
RYAN FUKUSHIMA	Officer	Apr 01 '25	Proposed Sale	48.24	60,000	2,894,400		Apr 01 04:22 PM
Polovin Andrew	EVP and General Counsel	Mar 21 '25	Sale	50.00	3,076	153,800	151,095	Mar 25 04:15 PM
ANDREW POLOVIN	Officer	Mar 21 '25	Proposed Sale	48.04	3,076	147,771		Mar 21 04:21 PM
Rogers James William	Chief Financial Officer	Mar 18 '25	Sale	45.97	23,030	1,058,699	164,750	Mar 19 06:30 PM
Polovin Andrew	EVP and General Counsel	Mar 18 '25	Sale	45.98	13,135	603,970	154,171	Mar 19 06:30 PM
Epstein David R	Director	Mar 17 '25	Sale	46.83	990	46,362	26,284	Mar 19 06:30 PM
West Nadja	Director	Mar 17 '25	Sale	48.86	7,634	372,962	30,071	Mar 19 06:30 PM
Gottlieb Scott	Director	Mar 17 '25	Sale	48.85	27,838	1,359,989	60,676	Mar 19 06:30 PM
Frederick Wayne A.I.	Director	Mar 17 '25	Sale	48.85	9,000	439,659	29,514	Mar 19 06:30 PM
Doudna Jennifer A	Director	Mar 17 '25	Sale	48.80	9,308	454,210	26,365	Mar 19 06:30 PM
ANDREW POLOVIN	Officer	Mar 18 '25	Proposed Sale	49.87	13,135	655,042		Mar 18 04:41 PM
JAMES ROGERS	Officer	Mar 18 '25	Proposed Sale	49.87	23,030	1,148,506		Mar 18 04:27 PM
WAYNE FREDERICK	Director	Mar 17 '25	Proposed Sale	47.17	12,000	566,040		Mar 17 04:47 PM
DAVID R. EPSTEIN	Director	Mar 17 '25	Proposed Sale	47.17	1,610	75,944		Mar 17 04:25 PM
SCOTT GOTTLIEB	Director	Mar 17 '25	Proposed Sale	47.17	55,675	2,626,190		Mar 17 04:23 PM
LEFKOFSKY ERIC P	CEO and Chairman	Mar 05 '25	Sale	50.93	562,345	28,641,725	9,457,283	Mar 07 04:56 PM
LEFKOFSKY ERIC P	CEO and Chairman	Mar 06 '25	Sale	49.83	250,000	12,457,454	9,407,283	Mar 07 04:56 PM
Fukushima Ryan	Chief Operating Officer	Mar 04 '25	Sale	51.15	20,000	1,022,974	924,460	Mar 06 05:05 PM
West Nadja	Director	Mar 04 '25	Sale	51.11	809	41,347	37,705	Mar 06 05:05 PM
Eric P. Lefkofsky	Officer	Mar 05 '25	Proposed Sale	52.73	662,345	34,925,452		Mar 05 05:44 PM
Doudna Jennifer A	Director	Mar 03 '25	Sale	57.52	338	19,442	35,673	Mar 05 04:15 PM
Epstein David R	Director	Mar 03 '25	Sale	57.52	250	14,380	27,274	Mar 05 04:15 PM
NADJA WEST	Director	Mar 04 '25	Proposed Sale	50.93	8,443	430,002		Mar 04 05:08 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 27 '25	Sale	58.75	3,240,234	190,363,748	0	Feb 27 07:39 PM
Lightbank Investments 1B, LLC	Affiliate	Feb 27 '25	Proposed Sale	59.10	115,751	6,840,884		Feb 27 04:27 PM
Innovation Group Investors, L.	Affiliate	Feb 27 '25	Proposed Sale	59.10	1,580,928	93,432,845		Feb 27 04:26 PM
Lightbank Global, LLC	Affiliate	Feb 27 '25	Proposed Sale	59.10	1,397,589	82,597,510		Feb 27 04:25 PM
Innovation Group Investors, L.	Affiliate	Feb 27 '25	Proposed Sale	59.10	145,966	8,626,591		Feb 27 04:24 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 19 '25	Sale	80.87	84,640	6,844,680	4,964,820	Feb 20 07:55 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 20 '25	Sale	74.09	69,231	5,129,325	4,895,589	Feb 20 07:55 PM
Fukushima Ryan	Chief Operating Officer	Feb 19 '25	Sale	81.87	2,868	234,814	944,460	Feb 20 07:55 PM
Bartolucci Ryan M	Chief Accounting Officer	Feb 20 '25	Sale	80.00	1,682	134,560	44,500	Feb 20 07:55 PM
Bartolucci Ryan M	Chief Accounting Officer	Feb 19 '25	Sale	81.87	818	66,973	46,182	Feb 20 07:55 PM
Phelps Erik	EVP & Chief Admin & Legal Off	Feb 18 '25	Sale	82.36	61,582	5,072,077	153,080	Feb 20 07:55 PM
Phelps Erik	EVP & Chief Admin & Legal Off	Feb 19 '25	Sale	81.87	903	73,932	152,177	Feb 20 07:55 PM
Polovin Andrew	EVP and General Counsel	Feb 18 '25	Sale	82.32	64,381	5,299,820	172,857	Feb 20 07:55 PM
Polovin Andrew	EVP and General Counsel	Feb 19 '25	Sale	81.87	5,551	454,470	167,306	Feb 20 07:55 PM
Rogers James William	Chief Financial Officer	Feb 18 '25	Sale	82.33	31,780	2,616,308	189,320	Feb 20 07:55 PM
Rogers James William	Chief Financial Officer	Feb 19 '25	Sale	81.87	1,540	126,086	187,780	Feb 20 07:55 PM
RYAN BARTOLUCCI	Officer	Feb 20 '25	Proposed Sale	85.71	1,682	144,164		Feb 20 04:22 PM
JAMES ROGERS	Officer	Feb 18 '25	Proposed Sale	89.44	31,780	2,842,403		Feb 18 04:29 PM
ANDREW POLOVIN	Officer	Feb 18 '25	Proposed Sale	89.44	64,381	5,758,237		Feb 18 04:29 PM
ERIK PHELPS	Officer	Feb 18 '25	Proposed Sale	89.44	61,582	5,507,894		Feb 18 04:28 PM
Doudna Jennifer A	Director	Feb 14 '25	Sale	90.00	1,320	118,800	36,011	Feb 14 07:53 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 14 '25	Sale	85.78	80,003	6,862,467	5,049,460	Feb 14 04:33 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 13 '25	Sale	78.51	78,594	6,170,792	5,129,463	Feb 14 04:33 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 12 '25	Sale	70.02	84,948	5,948,059	5,208,057	Feb 14 04:33 PM
Bartolucci Ryan M	Chief Accounting Officer	Feb 13 '25	Sale	80.00	6,059	484,720	47,000	Feb 14 04:32 PM
JENNIFER A DOUDNA	Director	Feb 14 '25	Proposed Sale	83.75	11,253	942,439		Feb 14 04:23 PM
RYAN BARTOLUCCI	Officer	Feb 13 '25	Proposed Sale	73.88	6,059	447,639		Feb 13 04:31 PM
LEFKOFSKY ERIC P	Officer	Feb 12 '25	Proposed Sale	71.21	535,000	38,097,350		Feb 12 08:21 PM
Phelps Erik	EVP & Chief Admin & Legal Off	Feb 05 '25	Sale	67.57	5,934	400,960	214,662	Feb 07 05:38 PM
Polovin Andrew	EVP and General Counsel	Feb 05 '25	Sale	67.57	7,717	521,438	237,238	Feb 07 05:36 PM
Rogers James William	Chief Financial Officer	Feb 05 '25	Sale	67.57	8,712	588,670	221,100	Feb 07 05:35 PM
Bartolucci Ryan M	Chief Accounting Officer	Feb 06 '25	Sale	71.00	2,320	164,720	53,059	Feb 07 05:34 PM
Bartolucci Ryan M	Chief Accounting Officer	Feb 05 '25	Sale	67.57	1,858	125,545	55,379	Feb 07 05:34 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 06 '25	Sale	67.89	85,109	5,778,114	5,373,393	Feb 07 05:33 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 07 '25	Sale	67.53	80,388	5,428,398	5,293,005	Feb 07 05:33 PM
LEFKOFSKY ERIC P	CEO and Chairman	Feb 05 '25	Sale	67.53	74,485	5,030,067	5,458,502	Feb 07 05:33 PM
Fukushima Ryan	Chief Operating Officer	Feb 04 '25	Sale	62.50	20,000	1,250,033	962,442	Feb 06 06:02 PM
Fukushima Ryan	Chief Operating Officer	Feb 05 '25	Sale	67.57	15,114	1,021,253	947,328	Feb 06 06:02 PM
RYAN BARTOLUCCI	Officer	Feb 06 '25	Proposed Sale	69.18	2,320	160,498		Feb 06 04:23 PM
Epstein David R	Director	Feb 03 '25	Sale	53.31	370	19,725	27,524	Feb 05 06:06 PM
Bartolucci Ryan M	Chief Accounting Officer	Jan 31 '25	Sale	60.00	13,770	826,200	57,237	Jan 31 09:26 PM

Open in Screener

AMZN

Amazon.com Inc

Jun 30 • 04:00PM ET

219.39

Dollar change -3.91
Percentage change -1.75	%

Consumer Cyclical • Internet Retail • USA • NASD

Peers: BABA JD EBAY WMT GOOGL MELI MSFT SHOP TGT COST

| Held by: VTI VOO SPY IVV QQQ VUG IWF XLY QQQM SPLG

Index	DJIA, NDX, S&P 500	P/E	35.78	EPS (ttm)	6.13	Insider Own	10.58%	Shs Outstand	10.61B	Perf Week	5.24%
Market Cap	2329.12B	Forward P/E	30.13	EPS next Y	7.28	Insider Trans	-0.02%	Shs Float	9.49B	Perf Month	6.66%
Enterprise Value	2381.37B	PEG	2.06	EPS next Q	1.32	Inst Own	64.43%	Short Float	0.65%	Perf Quarter	13.84%
Income	65.94B	P/S	3.58	EPS this Y	12.20%	Inst Trans	0.39%	Short Ratio	1.23	Perf Half Y	-4.22%
Sales	650.31B	P/B	7.61	EPS next Y	17.36%	ROA	11.23%	Short Interest	61.84M	Perf YTD	0.00%
Book/sh	28.82	P/C	23.71	EPS next 5Y	17.36%	ROE	25.24%	52W High	242.52 -9.54%	Perf Year	13.32%
Cash/sh	9.25	P/FCF	111.92	EPS past 3/5Y	19.49% 36.89%	ROIC	15.02%	52W Low	151.61 44.71%	Perf 3Y	95.12%
Dividend Est.	-	EV/EBITDA	18.62	Sales past 3/5Y	10.74% 17.86%	Gross Margin	49.16%	Volatility	2.38% 2.13%	Perf 5Y	58.72%
Dividend TTM	-	EV/Sales	3.66	EPS Y/Y TTM	71.88%	Oper. Margin	11.15%	ATR (14)	5.17	Perf 10Y	905.71%
Dividend Ex-Date	-	Quick Ratio	0.84	Sales Y/Y TTM	10.08%	Profit Margin	10.14%	RSI (14)	61.43	Recom	1.20
Dividend Gr. 3/5Y	- -	Current Ratio	1.05	EPS Q/Q	62.33%	SMA20	2.99%	Beta	1.34	Target Price	241.57
Payout	0.00%	Debt/Eq	0.49	Sales Q/Q	8.62%	SMA50	8.69%	Rel Volume	1.16	Prev Close	223.30
Employees	1556000	LT Debt/Eq	0.44	Earnings	May 01 AMC	SMA200	6.95%	Avg Volume	50.45M	Price	219.39
IPO	May 15, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.38% 0.33%	Trades		Volume	58,731,411	Change	-1.75%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-27-25	Upgrade	BNP Paribas Exane	Neutral → Outperform	$254
Jun-24-25	Reiterated	MoffettNathanson	Buy	$250 → $253
Apr-23-25	Reiterated	Telsey Advisory Group	Outperform	$275 → $235
Apr-22-25	Reiterated	Jefferies	Buy	$250 → $240
Apr-21-25	Downgrade	Raymond James	Strong Buy → Outperform	$195
Apr-16-25	Reiterated	Cantor Fitzgerald	Overweight	$270 → $230
Apr-14-25	Reiterated	Morgan Stanley	Overweight	$280 → $245
Apr-14-25	Reiterated	Deutsche Bank	Buy	$287 → $206
Apr-14-25	Reiterated	Citizens JMP	Mkt Outperform	$285 → $240
Apr-14-25	Reiterated	Citigroup	Buy	$273 → $225
Jan-27-25	Reiterated	Wedbush	Outperform	$260 → $280
Jan-06-25	Reiterated	Wedbush	Outperform	$250 → $260
Jan-03-25	Reiterated	Wolfe Research	Outperform	$250 → $270
Dec-16-24	Reiterated	UBS	Buy	$230 → $264
Nov-14-24	Reiterated	Needham	Buy	$210 → $250
Nov-01-24	Reiterated	Telsey Advisory Group	Outperform	$215 → $235
Nov-01-24	Reiterated	Monness Crespi & Hardt	Buy	$225 → $245
Oct-16-24	Reiterated	Loop Capital	Buy	$750 → $800
Oct-11-24	Initiated	Scotiabank	Sector Outperform	$245
Oct-11-24	Initiated	Pivotal Research Group	Buy	$260

Show Previous Ratings

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09:30AM	Can PayPal Stock Hit $125 in 2025? (Barchart)
08:49AM	Big Tech stocks still 'below their peak why the rally will continue (Yahoo Finance)

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Jeffrey P. Bezos	Director	Jun 27 '25	Proposed Sale	217.12	25,000,000	5,428,000,000		Jun 27 06:00 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Jun 02 '25	Sale	204.98	2,500	512,450	517,050	Jun 04 05:10 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	May 21 '25	Option Exercise	0.00	17,107	0	526,393	May 23 06:40 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	May 21 '25	Sale	200.77	6,843	1,373,851	519,550	May 23 06:40 PM
Jassy Andrew R	President and CEO	May 21 '25	Option Exercise	0.00	49,680	0	2,168,566	May 23 05:59 PM
Jassy Andrew R	President and CEO	May 21 '25	Sale	201.30	19,872	4,000,320	2,148,694	May 23 05:59 PM
Garman Matthew S	CEO Amazon Web Services	May 21 '25	Option Exercise	0.00	20,923	0	20,923	May 23 05:52 PM
Garman Matthew S	CEO Amazon Web Services	May 21 '25	Sale	201.30	20,923	4,211,791	0	May 23 05:52 PM
Zapolsky David	Senior Vice President	May 21 '25	Option Exercise	0.00	17,750	0	67,700	May 23 05:43 PM
Zapolsky David	Senior Vice President	May 22 '25	Sale	202.41	13,570	2,746,678	47,030	May 23 05:43 PM
Zapolsky David	Senior Vice President	May 21 '25	Sale	201.23	7,100	1,428,764	60,600	May 23 05:43 PM
Olsavsky Brian T	Senior Vice President and CFO	May 21 '25	Option Exercise	0.00	17,750	0	66,750	May 23 05:35 PM
Olsavsky Brian T	Senior Vice President and CFO	May 21 '25	Sale	201.57	17,750	3,577,868	49,000	May 23 05:35 PM
Reynolds Shelley	Vice President	May 21 '25	Option Exercise	0.00	2,695	0	122,475	May 23 05:08 PM
Reynolds Shelley	Vice President	May 21 '25	Sale	200.79	2,695	541,129	119,780	May 23 05:08 PM
Zapolsky David	Officer	May 22 '25	Proposed Sale	203.42	7,100	1,444,267		May 22 01:38 PM
Zapolsky David	Officer	May 22 '25	Proposed Sale	201.30	6,470	1,302,411		May 22 10:51 AM
SHELLEY REYNOLDS	Officer	May 21 '25	Proposed Sale	204.07	2,695	549,969		May 21 04:20 PM
Olsavsky Brian T	Officer	May 21 '25	Proposed Sale	201.57	17,750	3,577,868		May 21 10:38 AM
Zapolsky David	Officer	May 21 '25	Proposed Sale	201.61	7,100	1,431,431		May 21 10:12 AM
Jassy Andrew R	Officer	May 21 '25	Proposed Sale	201.61	19,872	4,006,394		May 21 09:56 AM
Garman Matthew S	Officer	May 21 '25	Proposed Sale	201.61	20,923	4,218,286		May 21 09:55 AM
Herrington Douglas J	CEO Worldwide Amazon Stores	May 15 '25	Option Exercise	0.00	11,960	0	518,934	May 19 06:33 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	May 15 '25	Sale	205.05	4,784	980,971	514,150	May 19 06:33 PM
NOOYI INDRA K	Director	May 15 '25	Option Exercise	0.00	2,120	0	30,340	May 19 06:23 PM
Ng Andrew Y.	Director	May 15 '25	Option Exercise	0.00	1,984	0	1,984	May 19 05:57 PM
DAY 1 ACADEMIES	Nonprofit founded by Jeffrey P	May 15 '25	Proposed Sale	204.85	474,857	97,276,593		May 15 04:29 PM
Alexander Keith Brian	Director	May 12 '25	Sale	210.68	1,000	210,680	5,465	May 14 05:13 PM
Alexander Keith Brian	Director	May 12 '25	Proposed Sale	210.68	1,000	210,680		May 12 11:44 AM
Herrington Douglas J	CEO Worldwide Amazon Stores	May 01 '25	Sale	190.67	2,500	476,675	506,974	May 05 06:15 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Apr 01 '25	Sale	187.99	2,500	469,975	509,474	Apr 03 05:16 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Mar 03 '25	Sale	213.17	2,500	532,925	511,974	Mar 05 04:38 PM
DOUGLAS HERRINGTON	Officer	Mar 03 '25	Proposed Sale	212.28	21,627	4,590,980		Mar 03 04:21 PM
Jassy Andrew R	President and CEO	Feb 21 '25	Option Exercise	0.00	51,960	0	2,139,670	Feb 25 06:12 PM
Jassy Andrew R	President and CEO	Feb 21 '25	Sale	220.65	20,784	4,586,006	2,118,886	Feb 25 06:12 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Feb 21 '25	Option Exercise	0.00	15,260	0	520,578	Feb 25 06:04 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Feb 21 '25	Sale	222.47	6,104	1,357,967	514,474	Feb 25 06:04 PM
Olsavsky Brian T	Senior Vice President and CFO	Feb 21 '25	Option Exercise	0.00	14,620	0	63,620	Feb 25 05:57 PM
Olsavsky Brian T	Senior Vice President and CFO	Feb 21 '25	Sale	223.14	14,620	3,262,307	49,000	Feb 25 05:57 PM
Zapolsky David	Senior Vice President	Feb 21 '25	Option Exercise	0.00	14,620	0	75,010	Feb 25 05:49 PM
Zapolsky David	Senior Vice President	Feb 24 '25	Sale	217.50	19,212	4,178,610	49,950	Feb 25 05:49 PM
Zapolsky David	Senior Vice President	Feb 21 '25	Sale	220.72	5,848	1,290,754	69,162	Feb 25 05:49 PM
Reynolds Shelley	Vice President	Feb 21 '25	Option Exercise	0.00	5,471	0	128,613	Feb 25 05:41 PM
Reynolds Shelley	Vice President	Feb 21 '25	Sale	222.47	8,833	1,965,107	119,780	Feb 25 05:41 PM
Garman Matthew S	CEO Amazon Web Services	Feb 21 '25	Sale	220.69	15,240	3,363,292	0	Feb 25 05:33 PM
Zapolsky David	Officer	Feb 24 '25	Proposed Sale	217.50	19,212	4,178,610		Feb 24 10:25 AM
SHELLEY REYNOLDS	Officer	Feb 21 '25	Proposed Sale	222.88	8,833	1,968,699		Feb 21 04:22 PM
Olsavsky Brian T	Officer	Feb 21 '25	Proposed Sale	223.14	14,620	3,262,307		Feb 21 01:16 PM
Jassy Andrew R	Officer	Feb 21 '25	Proposed Sale	220.65	20,784	4,586,006		Feb 21 12:43 PM
Garman Matthew S	Officer	Feb 21 '25	Proposed Sale	220.69	15,240	3,363,292		Feb 21 12:38 PM
Zapolsky David	Officer	Feb 21 '25	Proposed Sale	220.72	5,848	1,290,754		Feb 21 12:20 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Feb 15 '25	Option Exercise	0.00	13,752	0	510,819	Feb 19 04:46 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Feb 18 '25	Sale	228.44	5,501	1,256,672	505,318	Feb 19 04:46 PM
GORELICK JAMIE S	Director	Feb 15 '25	Option Exercise	0.00	2,677	0	46,061	Feb 19 04:38 PM
WEEKS WENDELL P	Director	Feb 15 '25	Option Exercise	0.00	1,900	0	44,400	Feb 19 04:31 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Feb 12 '25	Sale	230.27	27,500	6,332,368	497,067	Feb 14 04:33 PM
DOUGLAS HERRINGTON	Officer	Feb 12 '25	Proposed Sale	232.76	39,105	9,102,080		Feb 12 04:17 PM
RUBINSTEIN JONATHAN	Director	Dec 09 '24	Sale	229.85	4,351	1,000,077	88,203	Dec 11 05:10 PM
RUBINSTEIN JONATHAN	Director	Dec 09 '24	Proposed Sale	229.85	4,351	1,000,077		Dec 09 12:03 PM
RUBINSTEIN JONATHAN	Director	Dec 04 '24	Sale	219.85	4,549	1,000,098	92,554	Dec 06 04:53 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Dec 02 '24	Sale	210.00	3,500	735,000	524,567	Dec 04 05:41 PM
RUBINSTEIN JONATHAN	Director	Dec 04 '24	Proposed Sale	219.85	4,549	1,000,098		Dec 04 11:48 AM
Jassy Andrew R	President and CEO	Nov 21 '24	Option Exercise	0.00	51,960	0	2,108,494	Nov 25 04:48 PM
Jassy Andrew R	President and CEO	Nov 21 '24	Sale	200.17	20,784	4,160,373	2,087,710	Nov 25 04:48 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Nov 21 '24	Option Exercise	0.00	15,260	0	534,171	Nov 25 04:39 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Nov 21 '24	Sale	200.19	6,104	1,221,989	528,067	Nov 25 04:39 PM
Olsavsky Brian T	Senior Vice President and CFO	Nov 21 '24	Option Exercise	0.00	14,600	0	63,600	Nov 25 04:32 PM
Olsavsky Brian T	Senior Vice President and CFO	Nov 21 '24	Sale	202.88	14,600	2,962,048	49,000	Nov 25 04:32 PM
Zapolsky David	Senior Vice President	Nov 21 '24	Option Exercise	0.00	14,600	0	72,070	Nov 25 04:26 PM
Zapolsky David	Senior Vice President	Nov 21 '24	Sale	200.23	11,680	2,338,661	60,390	Nov 25 04:26 PM
Reynolds Shelley	Vice President	Nov 21 '24	Option Exercise	0.00	5,472	0	126,933	Nov 25 04:18 PM
Reynolds Shelley	Vice President	Nov 21 '24	Sale	200.23	3,791	759,090	123,142	Nov 25 04:18 PM
Garman Matthew S	CEO Amazon Web Services	Nov 21 '24	Sale	200.19	15,260	3,054,828	0	Nov 25 04:09 PM
BEZOS EARTH FUND FOUNDATION	Nonprofit founded by Jeffrey P	Nov 21 '24	Proposed Sale	198.81	70,806	14,076,870		Nov 21 04:29 PM
SHELLEY REYNOLDS	Officer	Nov 21 '24	Proposed Sale	202.88	2,700	547,776		Nov 21 04:21 PM
SHELLEY L REYNOLDS	Officer	Nov 21 '24	Proposed Sale	202.88	1,091	221,342		Nov 21 04:21 PM
Zapolsky David	Officer	Nov 21 '24	Proposed Sale	200.23	11,680	2,338,661		Nov 21 03:33 PM
Garman Matthew S	Officer	Nov 21 '24	Proposed Sale	200.19	15,260	3,054,828		Nov 21 03:12 PM
Jassy Andrew R	Officer	Nov 21 '24	Proposed Sale	200.17	20,784	4,160,373		Nov 21 02:03 PM
Olsavsky Brian T	Officer	Nov 21 '24	Proposed Sale	202.88	14,600	2,962,048		Nov 21 12:55 PM
SMITH BRAD D	Director	Nov 15 '24	Option Exercise	0.00	2,605	0	15,005	Nov 19 07:35 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Nov 15 '24	Option Exercise	0.00	13,753	0	524,413	Nov 19 07:21 PM
Herrington Douglas J	CEO Worldwide Amazon Stores	Nov 15 '24	Sale	205.81	5,502	1,132,355	518,911	Nov 19 07:21 PM
STONESIFER PATRICIA Q	Director	Nov 15 '24	Option Exercise	0.00	2,473	0	51,166	Nov 19 07:04 PM
RUBINSTEIN JONATHAN	Director	Nov 15 '24	Option Exercise	0.00	2,473	0	97,103	Nov 19 06:58 PM
Huttenlocher Daniel P	Director	Nov 15 '24	Option Exercise	0.00	2,473	0	26,149	Nov 19 06:51 PM
Huttenlocher Daniel P	Director	Nov 19 '24	Sale	199.06	1,237	246,237	24,912	Nov 19 06:51 PM
Alexander Keith Brian	Director	Nov 15 '24	Option Exercise	0.00	2,605	0	6,465	Nov 19 06:45 PM
COOPER EDITH W	Director	Nov 15 '24	Option Exercise	0.00	1,900	0	6,180	Nov 19 06:40 PM
Huttenlocher Daniel P	Director	Nov 19 '24	Proposed Sale	199.06	1,237	246,237		Nov 19 11:10 AM
DOUGLAS HERRINGTON	Officer	Nov 15 '24	Proposed Sale	211.48	15,106	3,194,617		Nov 15 04:42 PM
BEZOS JEFFREY P	Executive Chair	Nov 12 '24	Sale	207.67	2,996,362	622,257,321	911,424,252	Nov 14 04:27 PM
BEZOS JEFFREY P	Executive Chair	Nov 13 '24	Sale	211.15	304,358	64,264,092	911,119,894	Nov 14 04:27 PM
RUBINSTEIN JONATHAN	Director	Nov 07 '24	Sale	209.85	4,766	1,000,145	94,630	Nov 12 04:30 PM
BEZOS JEFFREY P	Executive Chair	Nov 08 '24	Sale	208.85	2,996,362	625,783,425	917,416,976	Nov 12 04:24 PM
BEZOS JEFFREY P	Executive Chair	Nov 11 '24	Sale	206.75	2,996,362	619,496,520	914,420,614	Nov 12 04:24 PM
BEZOS JEFFREY P	Executive Chair	Nov 07 '24	Sale	209.93	2,996,362	629,020,209	920,413,338	Nov 08 04:47 PM
BEZOS JEFFREY P	Executive Chair	Nov 06 '24	Sale	201.03	2,996,362	602,361,421	923,409,700	Nov 08 04:47 PM
RUBINSTEIN JONATHAN	Director	Nov 07 '24	Proposed Sale	209.85	4,766	1,000,145		Nov 07 04:24 PM
Alexander Keith Brian	Director	Nov 04 '24	Sale	196.37	900	176,733	3,860	Nov 06 04:51 PM

Peers: GE BE BWXT PLUG CLNE FCEL BLDP FLR CVI

| Held by: NUKZ VTI IWM VXF IWO ITOT IWC URAN GSSC DFAS

Index	-	P/E	-	EPS (ttm)	-0.85	Insider Own	6.83%	Shs Outstand	23.55M	Perf Week	5.61%
Market Cap	314.84M	Forward P/E	-	EPS next Y	-	Insider Trans	-13.33%	Shs Float	21.94M	Perf Month	-10.57%
Enterprise Value	257.91M	PEG	-	EPS next Q	-	Inst Own	26.45%	Short Float	15.03%	Perf Quarter	85.95%
Income	-13.74M	P/S	-	EPS this Y	-	Inst Trans	69.11%	Short Ratio	1.88	Perf Half Y	161.13%
Sales	0.00M	P/B	5.03	EPS next Y	-	ROA	-31.50%	Short Interest	3.30M	Perf YTD	182.66%
Book/sh	2.66	P/C	5.53	EPS next 5Y	-	ROE	-32.19%	52W High	17.70 -24.46%	Perf Year	231.76%
Cash/sh	2.42	P/FCF	-	EPS past 3/5Y	21.94% 25.98%	ROIC	-23.97%	52W Low	2.24 496.87%	Perf 3Y	185.07%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	8.28% 10.50%	Perf 5Y	167.40%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-25.99%	Oper. Margin	-	ATR (14)	1.30	Perf 10Y	-82.03%
Dividend Ex-Date	-	Quick Ratio	59.49	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	50.80	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	59.49	EPS Q/Q	-16.79%	SMA20	-4.22%	Beta	1.80	Target Price	10.50
Payout	-	Debt/Eq	0.00	Sales Q/Q	-	SMA50	12.25%	Rel Volume	0.56	Prev Close	13.30
Employees	10	LT Debt/Eq	0.00	Earnings	May 12 BMO	SMA200	63.37%	Avg Volume	1.75M	Price	13.37
IPO	Nov 10, 2000	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	976,831	Change	0.53%

Jun-23-25 04:05PM	Lightbridge to Participate in Nuclear Energy Summit in Zurich, Switzerland (GlobeNewswire) -5.03% +15.56%
Jun-03-25 08:00AM	Lightbridge Expects to Benefit from Advanced Expedited Testing Method in its Planned Irradiation Testing in the Advanced Test Reactor (GlobeNewswire)
Jun-02-25 08:00AM	Lightbridge Completes Final Experiment Design for Designated ATR Core Position (GlobeNewswire) -5.58%
May-27-25 11:00AM	Lightbridge Set to Join Russell 2000 and 3000 Indexes (GlobeNewswire) +7.50%
08:00AM	Lightbridge Outlines Opportunities Created by President Trump's Nuclear Executive Orders (GlobeNewswire)
03:50PM	Loading…
May-23-25 03:50PM	Oklo and Other Nuclear Stocks Surge on White House Executive Orders (Barrons.com) +42.59%
07:03AM	Lightbridge, NuScale, and Oklo Stocks Surge Ahead of White House Nuclear Executive Orders (Barrons.com)
May-13-25 05:33AM	Q1 2025 Lightbridge Corp Earnings Call (Thomson Reuters StreetEvents)
03:07AM	Lightbridge Corp (LTBR) Q1 2025 Earnings Call Highlights: Strategic Advances Amid Rising Costs (GuruFocus.com)
May-12-25 07:00AM	Lightbridge Provides Business Update and Announces First Quarter 2025 Financial Results (GlobeNewswire) +14.63%
May-06-25 08:00AM	Lightbridge Executive Vice President Dr. Andrey Mushakov Appointed to U.S. Nuclear Industry Council Board of Directors (GlobeNewswire) +5.44%
Apr-29-25 04:05PM	Lightbridge to Hold Business Update & First Quarter 2025 Earnings Conference Call on Monday, May 12 at 4 p.m. ET (GlobeNewswire)
Apr-28-25 01:00PM	Lightbridge President and CEO Seth Grae Highlights Nuclear Energy's Critical Role in Meeting Global Energy Demands on Schwab Network's Morning Trade Live with Nicole Petallides (GlobeNewswire)
Apr-24-25 09:33AM	Why Lightbridge Corporation (LTBR) Is Up the Most So Far in 2025 (Insider Monkey) +6.12%
Mar-30-25 01:41PM	Lightbridge Has High Potential, Risks Loss Of Market Share To Natural Gas (Seeking Alpha)
11:23AM	Loading…
Mar-20-25 11:23AM	Oklo Signs Nuclear-Plant Agreement. Why Its CEO Sees a Huge Amount of Potential. (Barrons.com)
Feb-28-25 02:25AM	Lightbridge Corp (LTBR) Q4 2024 Earnings Call Highlights: Fuel Innovations and Strategic ... (GuruFocus.com) +8.61%
Feb-26-25 04:05PM	Lightbridge Provides Business Update and Announces Fiscal Year 2024 Financial Results (GlobeNewswire) +7.64%
Feb-18-25 08:00AM	Lightbridge to Hold Business Update & Fiscal Year 2024 Earnings Conference Call on Thursday, February 27 at 10 a.m. ET (GlobeNewswire)
Feb-12-25 07:00AM	Lightbridge Successfully Co-Extrudes a Demonstration Coupon Sample with Uranium-Zirconium Alloy and Cladding (GlobeNewswire) +34.69%
Feb-06-25 07:00AM	Lightbridge CEO Seth Grae to Participate in Key Nuclear Industry Events in February (GlobeNewswire) -5.39%
Feb-02-25 03:25PM	Why Lightbridge (LTBR) Is Skyrocketing So Far In 2025? (Insider Monkey)
Jan-28-25 10:10AM	Oklo Stock Rises on Nuclear Fuel Agreement. Why These Analysts Are Bullish. (Barrons.com) +16.95%
06:46AM	Lightbridge and Oklo Sign MOU to Explore Co-Location of Commercial Fuel Fabrication Facilities and Collaboration on Advanced Fuel Recycling (GlobeNewswire)
06:20AM	Oklo Signs Nuclear Fuel Agreement. Why This Analyst Is Bullish. (Barrons.com)
Jan-24-25 11:09AM	Why OKLO Is Climbing for a Second Straight Day (Insider Monkey) -20.96%
Jan-15-25 08:00AM	Lightbridge to Participate at the 27th Annual Needham Growth Conference (GlobeNewswire) +5.92%
Dec-18-24 11:00AM	Lightbridge Applauds Memorandum of Understanding Between NRC and DOE to Advance Readiness for Advanced Nuclear Fuels (GlobeNewswire) -5.67%
Dec-03-24 08:00AM	Lightbridge to Present at Craig-Hallum Capital Group's Nuclear Energy Revisited Conference Held Virtually on December 11, 2024 (GlobeNewswire)
Nov-02-24 03:00PM	Lightbridge Corp (LTBR) Q3 2024 Earnings Call Highlights: Advancements in Nuclear Fuel ... (GuruFocus.com)
04:05PM	Loading…
Oct-31-24 04:05PM	Lightbridge Provides Business Update and Announces Third Quarter 2024 Financial Results (GlobeNewswire) -9.50% -25.51%
Oct-28-24 08:00AM	Independent Modeling Studies from MIT and SIA and Results from Previous Testing Presented at TopFuel 2024 Conference Further Validate that Lightbridge Fuel has Safety Advantages Over Current Nuclear Fuel (GlobeNewswire) +23.54%
Oct-26-24 04:45AM	3 Nuclear Power Stocks That Could Power the Artificial Intelligence Revolution (Motley Fool)
Oct-22-24 08:00AM	Lightbridge Announces Participation in Upcoming Industry Events (GlobeNewswire) -19.14%
Oct-18-24 12:36PM	Lightbridge President and CEO Seth Grae Interviewed Today on Schwab Network's Trading 360 (GlobeNewswire) +57.53%
Oct-17-24 08:00AM	Lightbridge to Hold Business Update & Third Quarter 2024 Earnings Conference Call on Friday, November 1st at 11 a.m. ET (GlobeNewswire) -8.62%
Oct-09-24 03:50PM	Lightbridge Corp (LTBR) Q2 2024 Earnings Call Highlights: Strategic Advances Amid Rising ... (GuruFocus.com)
Jul-31-24 09:56PM	LTBR Stock Earnings: Lightbridge Reported Results for Q2 2024 (InvestorPlace) -9.01%
04:05PM	Lightbridge Provides Business Update and Announces Second Quarter 2024 Financial Results (GlobeNewswire)
03:52AM	Lightbridge Corporation (LTBR): The Best Micro Cap Stock Right Now? (Insider Monkey)
Jul-23-24 08:00AM	Lightbridge to Hold Business Update & Second Quarter 2024 Earnings Conference Call on Thursday, August 1st at 4 p.m. ET (GlobeNewswire)
Jun-25-24 08:00AM	Lightbridge Welcomes Passage of the ADVANCE Act, Landmark Legislation to Expedite Commercial Deployment of Advanced Nuclear Fuel and Other Advanced Nuclear Technologies (GlobeNewswire) +27.67%
May-30-24 08:00AM	Lightbridge CEO Seth Grae Attends White House Summit on Domestic Nuclear Deployment (GlobeNewswire)
May-13-24 03:10AM	Lightbridge Corp (LTBR) Q1 2024 Earnings Call Transcript Highlights: Advancing Nuclear Fuel ... (GuruFocus.com)
May-12-24 09:36AM	Lightbridge Corporation (NASDAQ:LTBR) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-11-24 02:11AM	Q1 2024 Lightbridge Corp Earnings Call (Thomson Reuters StreetEvents)
May-09-24 04:05PM	Lightbridge Provides Business Update and Announces First Quarter 2024 Financial Results (GlobeNewswire)
May-01-24 08:00AM	Lightbridge to Hold Business Update & First Quarter 2024 Earnings Conference Call on Friday, May 10th at 11 a.m. ET (GlobeNewswire) +5.65%
Apr-18-24 08:00AM	Ambassador Thomas Graham, Jr. Appointed As Chairman Emeritus of Lightbridge Corporation (GlobeNewswire)
Mar-21-24 08:00AM	Lightbridge Senior Executives Assume Key Positions in Prestigious Nuclear Energy Industry Groups (GlobeNewswire)
Mar-18-24 06:00AM	Lightbridge Achieves Critical Fabrication Development Milestone by Demonstrating the Extrusion Process for Uranium-Zirconium Samples (GlobeNewswire) +12.68%
Mar-13-24 08:00AM	Lightbridge Announces Upcoming Nuclear Events (GlobeNewswire)
Mar-01-24 12:09AM	Q4 2023 Lightbridge Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-28-24 04:05PM	Lightbridge Provides Business Update and Announces Fiscal Year 2023 Financial Results (GlobeNewswire)
Feb-27-24 08:00AM	Lightbridge CEO Seth Grae Issues Update Letter to Shareholders (GlobeNewswire)
Feb-22-24 04:05PM	Lightbridge to Hold Business Update & Fiscal Year 2023 Earnings Conference Call on Thursday, February 29 at 10 a.m. ET (GlobeNewswire)
Jan-22-24 07:00AM	Lightbridge Announces Upcoming Industry Event and Media Interview (GlobeNewswire) +6.54%
Dec-07-23 06:30AM	Lightbridge and Centrus Energy Enter into a Contract to Conduct a FEED Study for a Lightbridge Pilot Fuel Fabrication Facility in Piketon, Ohio (PR Newswire) +11.34%
Dec-06-23 04:15PM	Lightbridge CEO Seth Grae to be Interviewed on BNN Bloomberg Tomorrow at 8:30am ET (GlobeNewswire)
Dec-04-23 10:45AM	Lightbridge CEO Seth Grae to Participate in Panel Discussion at COP28 (GlobeNewswire) +5.39%
Nov-16-23 08:00AM	Lightbridge CEO Seth Grae Interviewed on Scripps News TV (GlobeNewswire)
Nov-09-23 07:00AM	Lightbridge Comments on Recent Nuclear Industry News (GlobeNewswire)
Nov-01-23 10:44AM	Lightbridge Corporation (NASDAQ:LTBR) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:41AM	Q3 2023 Lightbridge Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-30-23 06:38PM	Lightbridge Corp (LTBR) Announces Q3 2023 Financial Results (GuruFocus.com) +5.65%
04:05PM	Lightbridge Provides Business Update and Announces Third Quarter 2023 Financial Results (GlobeNewswire)
Oct-24-23 07:30AM	Lightbridge to Hold Business Update & Third Quarter 2023 Earnings Conference Call on Tuesday, October 31 at 4 p.m. ET (GlobeNewswire)
Oct-17-23 07:30AM	Lightbridge Launches Engineering Study to Assess Lightbridge Fuel for Use in CANDU Reactors (GlobeNewswire) +5.19%
Oct-04-23 07:00AM	Lightbridge Applauds the Reintroduction of the Bipartisan Nuclear Fuel Security Act (GlobeNewswire)
Sep-20-23 01:23PM	Nuclear energy: The company trying to modernize nuclear fuel (Yahoo Finance Video) +6.96%
Sep-15-23 07:30AM	Lightbridge Announces Upcoming Industry Events and Media Interviews (GlobeNewswire)
Aug-10-23 07:30AM	Lightbridge Receives Notice of Allowance for a Pivotal Manufacturing Method Patent in the United States for its Metallic Fuel Rods (GlobeNewswire)
Jul-26-23 04:10PM	Lightbridge Provides Business Update and Announces Second Quarter 2023 Financial Results (GlobeNewswire) -5.49%
Jul-20-23 07:30AM	Lightbridge to Hold Business Update & Second Quarter 2023 Earnings Conference Call on Thursday, July 27 at 4 p.m. ET (GlobeNewswire) -6.00%
Jul-06-23 01:13PM	Lightbridge Announces U.S. Department of Energy Award to Texas A&M University to Study Fuel Performance of Lightbridge Fuel in a NuScale SMR (GlobeNewswire)
May-12-23 05:24AM	Q1 2023 Lightbridge Corp Earnings Call (Thomson Reuters StreetEvents)
May-10-23 04:05PM	Lightbridge Provides Business Update and Announces First Quarter 2023 Financial Results (GlobeNewswire) +11.06% -11.31%
May-04-23 08:00AM	Lightbridge Joins Forces with Esteemed Public-Private Groups to Support the Nuclear Power Industry (GlobeNewswire)
May-02-23 08:00AM	Lightbridge Receives Notice of Allowance for Key Patent in the United States for its Innovative Nuclear Fuel Assemblies (GlobeNewswire)
Apr-28-23 08:00AM	Lightbridge CEO Seth Grae Reappointed to Civil Nuclear Trade Advisory Committee (CINTAC) to U.S. Secretary of Commerce (GlobeNewswire)
Apr-27-23 08:00AM	Lightbridge to Hold Business Update & First Quarter 2023 Earnings Conference Call on Thursday, May 11 at 4 p.m. ET (GlobeNewswire)
Apr-25-23 08:00AM	Lightbridge Appoints Dr. Scott Holcombe as Vice President of Engineering (GlobeNewswire)
Apr-09-23 10:22AM	Lightbridge Corporation (NASDAQ:LTBR) Q4 2022 Earnings Call Transcript (Insider Monkey)
Apr-03-23 08:00AM	Lightbridge Strengthens Board of Directors with the Appointment of Sherri Goodman as a New Independent Director (GlobeNewswire)
Mar-29-23 04:05PM	Lightbridge Provides Business Update and Announces Fiscal Year 2022 Financial Results (GlobeNewswire)
10:15AM	Here's Why We're Not Too Worried About Lightbridge's (NASDAQ:LTBR) Cash Burn Situation (Simply Wall St.)
Mar-23-23 08:38AM	Lightbridge to Hold Business Update & Fiscal Year 2022 Earnings Conference Call on Thursday, March 30, 2023, at 4 p.m. ET (GlobeNewswire)
Mar-08-23 08:00AM	Lightbridge Receives Notice of Allowance from the Canadian Intellectual Property Office for a Fuel Assembly Design for CANDU Reactors (GlobeNewswire) +5.08%
Feb-27-23 08:00AM	Lightbridge and Pacific Northwest National Laboratory Complete Work Under U.S. Energy Department GAIN Voucher to Advance a Critical Stage in Lightbridge Fuel Manufacturing Process (GlobeNewswire)
Feb-07-23 08:00AM	Study Validates Benefits of Lightbridge Designed Fuel Rods for Weapons-Grade Plutonium Disposition (GlobeNewswire)
Dec-21-22 09:12AM	10 Best Uranium Stocks To Buy (Insider Monkey)
Dec-12-22 07:00AM	Lightbridge Announces Long-Term Strategic Partnership with Idaho National Laboratory (GlobeNewswire) +8.73%
Dec-05-22 08:00AM	Lightbridge Announces Recent Media Interviews on BBC World News and the Decouple Podcast (GlobeNewswire)
Nov-18-22 08:00AM	Lightbridge Announces Upcoming Media Appearance Taking Place at COP27 (GlobeNewswire)
Nov-14-22 08:00AM	Lightbridge CEO Seth Grae to Serve as Delegate of the American Nuclear Society During COP27 in Egypt (GlobeNewswire)
Oct-27-22 04:05PM	Lightbridge Provides Business Update and Announces Third Quarter 2022 Financial Results (GlobeNewswire)
Oct-25-22 08:00AM	Lightbridge Announces Upcoming Media Interviews and Industry Events (GlobeNewswire)
Oct-24-22 08:00AM	Lightbridge to Hold Business Update & Third Quarter 2022 Earnings Webcast on Monday, October 31, 2022, at 4 pm ET (GlobeNewswire)
Oct-21-22 08:00AM	Lightbridge Corporation Reminds Stockholders to Vote at the Upcoming Annual Meeting (GlobeNewswire)
Oct-20-22 07:43AM	We're Hopeful That Lightbridge (NASDAQ:LTBR) Will Use Its Cash Wisely (Simply Wall St.)

Lightbridge Corp. engages in the development and commercialization of next generation nuclear fuel technology. It offers Lightbridge Fuel, a proprietary next generation nuclear fuel technology for current and future reactors. The company was founded on January 8, 1992 and is headquartered in Reston, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GOLDMAN LARRY	CFO	Jun 10 '25	Option Exercise	10.80	12,861	138,899	192,687	Jun 11 04:05 PM
GOLDMAN LARRY	CFO	Jun 09 '25	Option Exercise	10.80	3,420	36,936	204,663	Jun 11 04:05 PM
GOLDMAN LARRY	CFO	Jun 09 '25	Sale	15.68	24,837	389,431	179,826	Jun 11 04:05 PM
GOLDMAN LARRY	CFO	Jun 10 '25	Sale	16.30	12,861	209,634	179,826	Jun 11 04:05 PM
GOLDMAN LARRY	Officer	Jun 09 '25	Proposed Sale	15.81	37,698	596,005		Jun 09 04:26 PM
Tobin Mark Robert	Director	Jun 02 '25	Sale	15.42	3,000	46,260	44,038	Jun 04 04:05 PM
GRAE SETH	President and CEO	May 28 '25	Option Exercise	3.82	16,146	61,678	478,632	May 30 04:05 PM
GRAE SETH	President and CEO	May 28 '25	Sale	17.42	16,146	281,263	462,486	May 30 04:05 PM
GRAE SETH	Officer	May 28 '25	Proposed Sale	17.42	16,146	281,223		May 28 04:15 PM
MAGRAW DANIEL B	Director	May 14 '25	Sale	11.99	44,139	529,191	14,055	May 16 04:00 PM
Goodman Sherri	Director	May 14 '25	Sale	11.73	7,000	82,133	31,847	May 16 04:00 PM
Goodman Sherri	Director	May 14 '25	Proposed Sale	11.73	7,000	82,133		May 14 04:15 PM
DANIEL MAGRAW	Director	May 14 '25	Proposed Sale	11.99	44,139	529,191		May 14 04:04 PM
Funches Jesse L.	Director	May 12 '25	Sale	9.75	6,250	60,959	46,288	May 13 04:01 PM
Funches Jesse L.	Director	May 12 '25	Proposed Sale	9.76	6,250	61,005		May 12 04:40 PM
DANIEL B MAGRAW	Director	Mar 28 '25	Proposed Sale	7.35	169	1,242		Mar 28 04:28 PM
DANIEL B MAGRAW	Director	Mar 20 '25	Proposed Sale	9.94	323	3,211		Mar 20 04:05 PM
GOLDMAN LARRY	CFO	Feb 12 '25	Sale	14.09	18,303	257,889	150,900	Feb 14 04:30 PM
MUSHAKOV ANDREY	EVP, Nuclear Operations	Feb 12 '25	Sale	14.58	30,000	437,400	159,893	Feb 14 04:30 PM
MUSHAKOV ANDREY	Officer	Feb 12 '25	Proposed Sale	10.84	30,000	325,200		Feb 12 04:51 PM
MUSHAKOV ANDREY	EVP, Nuclear Operations	Jan 23 '25	Option Exercise	3.82	10,070	38,467	219,963	Jan 24 04:30 PM
MUSHAKOV ANDREY	EVP, Nuclear Operations	Jan 23 '25	Sale	8.97	45,070	404,089	189,893	Jan 24 04:30 PM
GOLDMAN LARRY	CFO	Jan 22 '25	Option Exercise	3.82	7,582	28,963	205,319	Jan 24 04:30 PM
GOLDMAN LARRY	CFO	Jan 23 '25	Sale	10.07	15,253	153,573	169,203	Jan 24 04:30 PM
GOLDMAN LARRY	CFO	Jan 22 '25	Sale	7.00	20,863	146,041	184,456	Jan 24 04:30 PM
MUSHAKOV ANDREY	Officer	Jan 23 '25	Proposed Sale	9.48	45,070	427,148		Jan 23 04:49 PM
GOLDMAN LARRY	CFO	Jan 06 '25	Option Exercise	3.82	1,735	6,628	201,444	Jan 08 04:05 PM
GOLDMAN LARRY	CFO	Jan 06 '25	Sale	7.03	3,707	26,075	197,737	Jan 08 04:05 PM
GOLDMAN LARRY	Officer	Jan 06 '25	Proposed Sale	7.03	24,570	172,828		Jan 06 05:29 PM

APO Apollo Global Management Inc daily Stock Chart

Peers: BX KKR ARES CG FSK HLNE PAX LAZ MC EVR

| Held by: VTI VOO SPY IVV VUG VO XLF VYM VOT IWF

Index	S&P 500	P/E	25.06	EPS (ttm)	5.66	Insider Own	29.43%	Shs Outstand	570.43M	Perf Week	5.85%
Market Cap	81.08B	Forward P/E	15.16	EPS next Y	9.36	Insider Trans	-0.30%	Shs Float	403.28M	Perf Month	7.72%
Enterprise Value	90.88B	PEG	1.74	EPS next Q	1.88	Inst Own	65.31%	Short Float	6.90%	Perf Quarter	3.58%
Income	3.37B	P/S	3.24	EPS this Y	4.23%	Inst Trans	-0.01%	Short Ratio	6.94	Perf Half Y	-18.86%
Sales	25.00B	P/B	4.88	EPS next Y	20.83%	ROA	0.95%	Short Interest	27.82M	Perf YTD	-14.10%
Book/sh	29.06	P/C	4.90	EPS next 5Y	14.43%	ROE	21.17%	52W High	189.49 -25.13%	Perf Year	20.17%
Cash/sh	28.96	P/FCF	19.73	EPS past 3/5Y	-1.70% 14.07%	ROIC	12.01%	52W Low	95.11 49.16%	Perf 3Y	184.08%
Dividend Est.	2.03 (1.43%)	EV/EBITDA	12.06	Sales past 3/5Y	94.49% 56.17%	Gross Margin	56.18%	Volatility	2.88% 2.50%	Perf 5Y	176.50%
Dividend TTM	1.90 (1.34%)	EV/Sales	3.64	EPS Y/Y TTM	-37.13%	Oper. Margin	25.56%	ATR (14)	4.12	Perf 10Y	536.76%
Dividend Ex-Date	May 16, 2025	Quick Ratio	0.07	Sales Y/Y TTM	-27.96%	Profit Margin	13.48%	RSI (14)	60.83	Recom	1.48
Dividend Gr. 3/5Y	-4.66% -2.06%	Current Ratio	0.07	EPS Q/Q	-69.90%	SMA20	4.98%	Beta	1.58	Target Price	157.24
Payout	25.36%	Debt/Eq	0.59	Sales Q/Q	-18.73%	SMA50	5.40%	Rel Volume	0.67	Prev Close	142.92
Employees	3125	LT Debt/Eq	0.56	Earnings	May 02 BMO	SMA200	-3.07%	Avg Volume	4.01M	Price	141.87
IPO	Mar 30, 2011	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.30% 25.94%	Trades		Volume	2,667,098	Change	-0.73%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-10-25	Initiated	Raymond James	Strong Buy	$173
Nov-19-24	Initiated	Piper Sandler	Overweight	$188
Sep-25-24	Initiated	Wolfe Research	Outperform	$139
Sep-12-24	Initiated	Wells Fargo	Overweight	$132
Aug-27-24	Initiated	Redburn Atlantic	Buy	$153
Aug-06-24	Upgrade	BofA Securities	Neutral → Buy	$123
Feb-28-24	Resumed	JP Morgan	Overweight	$122
Jan-04-24	Initiated	TD Cowen	Outperform	$115
Dec-06-23	Resumed	BMO Capital Markets	Outperform	$108
Oct-09-23	Downgrade	Oppenheimer	Outperform → Perform
May-19-23	Initiated	Citigroup	Buy	$80
Feb-10-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$84 → $88
Jan-03-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$77
Oct-19-22	Initiated	Credit Suisse	Outperform	$59.50
Sep-23-22	Upgrade	BofA Securities	Underperform → Neutral
Aug-31-22	Initiated	Barclays	Overweight	$70
Jul-19-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$81 → $60
Apr-13-22	Upgrade	Oppenheimer	Perform → Outperform	$64
Dec-16-21	Initiated	Wells Fargo	Overweight	$91
Dec-16-21	Initiated	BofA Securities	Underperform	$78

Show Previous Ratings

Today 12:21PM	Apollo's Torsten Slok: Peak uncertainty is behind us, but these risk factors are still on horizon (CNBC TV)
08:35AM	Prudential Financial Elects Tom Stoddard to Board of Directors (Business Wire)
08:00AM	Apollo Announces Olympus Housing Capital (GlobeNewswire)
Jun-29-25 10:30AM	Kerry's notebook: Larry Fink wants your 401(k), investors are squeamish, what's Social Security hiding? (Yahoo Finance)
05:30AM	A Pioneer in Private Credit Warns the Industry Is Ruining Its Golden Era (The Wall Street Journal)
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Jun-27-25 03:52PM	Meta seeks $29 billion from private capital firms for AI data centers, FT reports (Reuters)
03:43PM	Meta seeks $29 billion from private credit giants to fund AI data centers (Financial Times)
08:00AM	Apollo to Announce Second Quarter 2025 Financial Results on August 5, 2025 (GlobeNewswire)
05:20AM	Stocks to Watch Friday: Nike, JPMorgan, Xiaomi, MP Materials (The Wall Street Journal)
Jun-26-25 08:17AM	Apollo's Zelter: Trump's 'Already Won' on Fed Talk (Bloomberg)
08:08AM	Apollo's Zelter on Fed, Dollar US Exceptionalism (Bloomberg)
04:00AM	Apollo Funds Agree to Sell MAFTEC to Advantage Partners (GlobeNewswire)
Jun-25-25 05:00PM	Apollo Names Celia Yan as Head of Hybrid for Asia Pacific (GlobeNewswire)
10:41AM	Excelitas Appoints Lynn Swann to Board of Directors (GlobeNewswire)
08:55AM	New Home Co. Completes Acquisition of Landsea Homes Corporation (GlobeNewswire)
04:58AM	Loading…
04:58AM	PGIM merges public fixed-income and private-credit teams, creating $1tn unit (Private Banker International)
Jun-24-25 06:47PM	Brighthouse bidders narrow to TPG, Aquarian in hunt to buy US insurer, sources say (Reuters)
04:58PM	CareerBuilder + Monster to Sell Businesses in Bankruptcy (The Wall Street Journal)
01:55PM	Final Trades: JPMorgan Chase, Apollo Global, Morgan Stanley and Amphenol (CNBC TV)
09:57AM	Job Hunting Firm CareerBuilder + Monster Files Bankruptcy (Bloomberg)
09:32AM	CareerBuilder + Monster, which once dominated online job boards, file for bankruptcy (Reuters)
Jun-23-25 08:00PM	Apollo Provides $750 Million High Grade Capital Solution to Mumbai International Airport Ltd. in Second Transaction (GlobeNewswire)
Jun-20-25 12:00PM	Apollo Commits to £4.5 Billion Financing for Électricité de France, Marking the Largest Sterling-Denominated Private Credit Transaction (GlobeNewswire)
12:00PM	Apollo Commits to £4.5 Billion Financing for Electricite de France, Marking the Largest Sterling-Denominated Private Credit Transaction (GlobeNewswire)
09:30AM	Marc Rowan's Soft Power Has Pushed Apollo to the Top (Barrons.com)
Jun-19-25 06:50AM	Is Apollo Global Management Stock Outperforming the Dow? (Barchart)
Jun-18-25 09:00AM	Mosaicx Launches AI-Native CX Platform and Wins Top Honor at CCW Las Vegas 2025 (GlobeNewswire)
Jun-17-25 01:58PM	Apollo Global Could Invest Up To $100 Billion In Germany Over The Next Decade, FT Report (Insider Monkey)
06:45AM	IGT Lottery Becomes Brightstar Lottery (PR Newswire)
Jun-16-25 12:09PM	Forward Air stock surges on report PE firms express acquisition interest (Investing.com)
11:36AM	Loading…
11:36AM	How to select bond funds based on your investing needs and time horizon (MarketWatch)
08:30AM	Athene Announces Key Leadership Appointments Aligned with Five-Year Growth Plan (GlobeNewswire)
Jun-13-25 09:05AM	Private equity co-CEO: It's a 'hard selling environment' for deals and capital raising (Yahoo Finance)
Jun-12-25 05:52PM	BlackRock's 'Bold, But Doable' Targets Reflect a Changing Asset Manager (Barrons.com)
Jun-11-25 01:00PM	Synovus Strengthens South Carolina Presence With Key Talent Expansion (Zacks)
Jun-10-25 03:29PM	T.D. Williamson Announces Strategic Investment from Apollo Funds (PR Newswire)
Jun-06-25 05:39PM	Tariffs are still a headwind, will take time to see impact, says Apollo's Torsten Slok (CNBC TV)
04:06PM	Insider Information: Kojamo has agreed to sell 44 residential properties (PR Newswire)
01:02PM	Here's how much a 'Bro Billionaire' group of stocks is trouncing small caps under Trump (MarketWatch)
03:00AM	Congress Will Open Private Markets to Everyone, Next Year (Barrons.com)
Jun-05-25 11:44AM	Doral Renewables Partners with American Farmland Trust to Expand Smart Solar Initiative (PR Newswire)
09:00AM	Mosaicx Unveils AI-Native CX Platform at CCW Las Vegas (GlobeNewswire)
Jun-03-25 01:57PM	Stocks Keep Ignoring All the Bad News. But a Big Test Is Coming. (Barrons.com)
08:00AM	Apollo to Present at the Morgan Stanley 2025 US Financials Conference (GlobeNewswire)
Jun-02-25 11:54AM	Apollo Partners With Major Banks to Boost Private Credit Trading (Zacks)
10:07AM	Yale Is Selling Private Equity Stakes. Endowments Are Souring on the Sector. (Barrons.com)
May-29-25 01:51PM	BP (BP) Nears Castrol Sale Amid Strategic Shifts and Investor Pressure (Insider Monkey)
08:06AM	Slok: Even with ruling, inflation likely moves up toward 3% (CNBC TV)
May-26-25 09:19AM	Apollo Global Management (APO) Slid on Uncertainty and Volatility (Insider Monkey)
May-25-25 07:00AM	Four Books Sound the Alarm About the Power of Private Equity (The Wall Street Journal)
May-23-25 11:43AM	Apollo Global Management's Torsten Slok: This is essentially stagflation (CNBC TV)
May-22-25 05:30AM	Private Credit Has a Problem: Too Much Money (The Wall Street Journal)
May-20-25 05:23PM	Apollo to Fund $2B PowerGrid Acquisition with $1B Private Debt (Insider Monkey) -6.18%
May-19-25 07:00AM	Doral Renewables Secures $1.5 Billion of Debt and Tax Equity Financing for the Completion of Mammoth Solar (PR Newswire)
May-16-25 08:00AM	Apollo to Present at the Bernstein 41st Annual Strategic Decisions Conference (GlobeNewswire)
05:30AM	Wall Streets New Shadow Banks Are on a Tear. They Want Your Money. (The Wall Street Journal)
May-15-25 03:25PM	/DISREGARD RELEASE: Doral Renewables LLC/ (PR Newswire)
11:24AM	Doral Renewables Secures $1.5 Billion of Debt and Tax Equity Financing for the Completion of Mammoth Solar (PR Newswire)
08:28AM	Blackstone Stock Falls 14% YTD: Buying Opportunity or Warning Sign? (Zacks)
May-14-25 05:00PM	PK AirFinance Issues $729 Million Aviation Loan ABS (GlobeNewswire)
02:06PM	Final Trades: Apollo Global, Goldman Sachs, Taiwan Semi and Zoom Communications (CNBC TV)
May-13-25 04:24PM	Is Apollo Global Management (APO) The Most Crowded Hedge Fund Stock That is Targeted by Short Sellers? (Insider Monkey)
10:16AM	Implied Volatility Surging for Apollo Global Stock Options (Zacks)
08:00AM	Apollo Hybrid Funds to Acquire PowerGrid Services from The Sterling Group (GlobeNewswire)
07:25AM	3 Alternative Asset Managers Are Raising Dividends by 5% to 25% (MarketBeat)
May-12-25 05:35PM	New Home Co. to Acquire Landsea Homes Corporation, Creating a Top 25 National Homebuilder (GlobeNewswire) +8.30%
09:00AM	TeleVox Practice Edition Named Best Practice Management Solution in 2025 MedTech Breakthrough Awards Program (GlobeNewswire)
May-08-25 09:00AM	Juggling Investor Demands? Learn How IROs Make Every Minute Count (GlobeNewswire)
May-07-25 02:14PM	Can Upcoming US-China Trade Talks Fuel This 'Unloved Rally'? (Investopedia)
12:59PM	Fidelity Select Financials Portfolio Q1 2025 Review (Seeking Alpha)
12:51PM	UBS Collaborates With General Atlantic, Expands Into Private Credit (Zacks)
11:02AM	Apollo-backed Aspen Insurance expects IPO price of $30 - report (Seeking Alpha)
04:00AM	DoorDash, eToro fuel hopes for a dealmaking thaw in May (Yahoo Finance)
May-06-25 09:00AM	AGM Planning Made Easy: 13-Step Checklist for a Smooth and Stress-Free Event (GlobeNewswire)
08:00AM	Apollo Funds to Acquire Hav Energy from HitecVision (GlobeNewswire)
May-05-25 02:27PM	Apollo CEO: Resetting trade terms was 'long overdue,' but 'how we did it' created uncertainty (CNBC TV)
01:27PM	Apollo CEO: Uncertainty has ground things to a halt (CNBC TV)
11:58AM	Treasury Secretary Scott Bessent aims to soothe nerves of international investors (Yahoo Finance)
11:43AM	Apollo CEO: I don't agree with Warren Buffett on tariffs (Yahoo Finance)
11:02AM	Apollo CEO weighs in on US investments, trade tariffs (Yahoo Finance Video)
10:27AM	Apollo Global CEO: Uncertainty has damaged the U.S. brand longterm (CNBC TV)
10:27AM	Apollo Global CEO: Some manufacturing jobs can come back to U.S. in meaningful way (CNBC TV)
09:00AM	Notified Launches IR Hub, the Intelligent Control Center for Investor Relations (GlobeNewswire)
01:58AM	LMP Capital And Income Fund Inc. Q1 2025 Commentary (Seeking Alpha)
12:38AM	Franklin Equity Income SMA Q1 2025 Commentary (Seeking Alpha)
May-04-25 09:40PM	Don't Sell In May; Hold, And Hedge, Instead (Seeking Alpha)
May-03-25 05:13PM	Apollo Global Management, Inc. (APO): Among the Large-Cap Stocks Insiders and Short Sellers Are Dumping Like Crazy (Insider Monkey)
03:03AM	Apollo Global Management Inc (APO) Q1 2025 Earnings Call Highlights: Record Inflows and ... (GuruFocus.com)
01:40AM	Q1 2025 Apollo Global Management Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-25 05:16PM	Expect this to be a voluntary trade reset recession, says Apollo Global's Torsten Slok (CNBC TV)
04:48PM	Fairfax Financial Q1: Make No Mistake - This Was A Strong Quarter (Seeking Alpha)
04:40PM	Here are the latest companies warning about tariffs (Yahoo Finance Video)
12:36PM	Apollo Global Q1 Earnings Miss Estimates, Expenses Increase Y/Y (Zacks)
12:10PM	Apollo Global Management, Inc. (APO) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	Apollo Global Management (APO) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:30AM	Third Point Q1 2025 Investor Letter (Seeking Alpha)
06:30AM	Apollo Reports First Quarter 2025 Results (GlobeNewswire)
May-01-25 12:17PM	Doral Renewables Secures Additional $100 Million Letter of Credit Facility (PR Newswire)
09:00AM	Apollo Closes on $8.5 Billion for Accord+ Strategy, including $4.8 Billion for Second Vintage Fund (GlobeNewswire)
08:30AM	West Completes Sale of Notified to Equiniti (GlobeNewswire)

Apollo Global Management, Inc. provides asset management services. It offers its clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: yield, hybrid, and equity. It operates through following segments: Asset Management, Retirement Services and Principal Investing. The Asset Management segment focuses on credit and equity investing strategies. The Retirement Services and Principal Investing segment consists of realized performance fee income, realized investment income from balance sheet investments, and certain allocable expenses related to corporate functions supporting the entire company. The company was founded by Marc Rowan in 1990 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RICHARDS PAULINE	Director	May 12 '25	Buy	141.95	550	78,071	86,404	May 13 04:38 PM
Kelly Martin	Chief Financial Officer	May 06 '25	Sale	132.57	4,000	530,272	373,164	May 07 09:26 PM
MARTIN B KELLY	Officer	May 06 '25	Proposed Sale	132.57	4,000	530,272		May 06 04:13 PM
LB 2018 GST Trust		Apr 04 '25	Buy	111.39	607,725	67,697,526	621,754	Apr 08 06:20 PM
BLACK LEON D		Apr 04 '25	Sale	111.39	607,725	67,697,526	33,997,048	Apr 08 06:18 PM
BLACK LEON D		Mar 19 '25	Sale	142.00	500,000	71,001,003	34,604,773	Mar 21 06:50 PM
BLACK, LEON D	Affiliate	Mar 19 '25	Proposed Sale	142.00	500,000	71,001,571		Mar 19 09:17 PM
Kelly Martin	Chief Financial Officer	Feb 13 '25	Sale	158.28	5,000	791,378	377,164	Feb 14 04:28 PM
MARTIN B KELLY	Officer	Feb 13 '25	Proposed Sale	158.28	5,000	791,378		Feb 13 04:14 PM
Zelter James C	Co-President (See Remarks)	Dec 09 '24	Sale	173.90	500,000	86,950,875	161,232	Dec 11 04:51 PM
Kelly Martin	Chief Financial Officer	Dec 10 '24	Sale	173.66	10,000	1,736,634	307,019	Dec 11 04:25 PM
Tanguy Louis-Jacques	Chief Acct. Off. & Controller	Dec 10 '24	Sale	176.50	2,500	441,250	23,103	Dec 11 04:24 PM
MARTIN B KELLY	Officer	Dec 10 '24	Proposed Sale	173.66	10,000	1,736,634		Dec 10 04:22 PM
RWNM-VPF LLC	Affiliate	Dec 09 '24	Proposed Sale	173.00	400,000	69,200,000		Dec 09 05:05 PM
MJR-VPF LLC	Affiliate	Dec 09 '24	Proposed Sale	173.00	1,500,000	259,500,000		Dec 09 05:03 PM
MJR 09FT-VPF LLC	Affiliate	Dec 09 '24	Proposed Sale	173.00	600,000	103,800,000		Dec 09 05:01 PM
JAMES C. ZELTER 2023 GRAT NO.	Officer	Dec 09 '24	Proposed Sale	173.90	485,990	84,514,098		Dec 09 04:24 PM
JAMES C. ZELTER 2024 GRAT NO.	Officer	Dec 09 '24	Proposed Sale	173.93	14,010	2,436,790		Dec 09 04:23 PM
APOLLO OPPORTUNITY FOUNDATION	Affiliated Entity	Dec 05 '24	Proposed Sale	177.66	25,000	4,441,510		Dec 05 04:45 PM
Chatterjee Whitney	Chief Legal Officer	Dec 03 '24	Sale	173.36	6,200	1,074,851	117,701	Dec 05 04:22 PM
Kelly Martin	Chief Financial Officer	Dec 03 '24	Sale	172.61	5,000	863,050	320,564	Dec 05 04:21 PM
KLEINMAN SCOTT	Co-President (See Remarks)	Dec 04 '24	Sale	173.67	422,793	73,427,012	9,782	Dec 05 04:21 PM
KLEINMAN SCOTT	Co-President (See Remarks)	Dec 03 '24	Sale	173.66	61,105	10,611,763	51,384	Dec 05 04:21 PM
KLEINMAN SCOTT	Co-President (See Remarks)	Dec 04 '24	Sale	173.67	16,102	2,796,455	4,676,291	Dec 05 04:21 PM
BLACK, LEON D	Affiliate	Dec 04 '24	Proposed Sale	173.37	58,200	10,089,976		Dec 04 09:48 PM
BLACK LEON D		Dec 03 '24	Sale	173.20	308,400	53,415,273	5,558,200	Dec 04 09:47 PM
BLACK LEON D		Dec 03 '24	Sale	173.20	308,400	53,415,273	35,162,973	Dec 04 09:47 PM
BLACK LEON D		Dec 02 '24	Sale	174.16	133,400	23,233,252	5,866,600	Dec 04 09:47 PM
BLACK LEON D		Dec 02 '24	Sale	174.16	133,400	23,233,252	35,471,373	Dec 04 09:47 PM
BLACK LEON D		Dec 04 '24	Sale	173.37	58,200	10,089,987	5,500,000	Dec 04 09:47 PM
BLACK LEON D		Dec 04 '24	Sale	173.37	58,200	10,089,987	35,104,773	Dec 04 09:47 PM
Scott Kleinman	Director	Dec 04 '24	Proposed Sale	173.00	438,895	75,928,835		Dec 04 06:26 PM
APOLLO OPPORTUNITY FOUNDATION	Affiliated Entity	Dec 04 '24	Proposed Sale	172.91	25,000	4,322,808		Dec 04 04:35 PM
BLACK, LEON D	Affiliate	Dec 03 '24	Proposed Sale	173.20	308,400	53,415,268		Dec 03 09:35 PM
Scott Kleinman	Director	Dec 03 '24	Proposed Sale	172.34	61,105	10,530,836		Dec 03 07:51 PM
MARTIN B KELLY	Officer	Dec 03 '24	Proposed Sale	172.61	5,000	863,050		Dec 03 04:55 PM
WHITNEY A CHATTERJEE	Officer	Dec 03 '24	Proposed Sale	173.37	6,200	1,074,877		Dec 03 04:50 PM
APOLLO OPPORTUNITY FOUNDATION	Affiliated Entity	Dec 03 '24	Proposed Sale	173.34	25,000	4,333,492		Dec 03 04:13 PM
BLACK, LEON D	Affiliate	Dec 02 '24	Proposed Sale	174.16	133,400	23,233,252		Dec 02 09:43 PM
APOLLO OPPORTUNITY FOUNDATION	Affiliated Entity	Dec 02 '24	Proposed Sale	172.85	25,000	4,321,375		Dec 02 05:14 PM
MJH Partners III LLC	Affiliate	Nov 19 '24	Proposed Sale	164.31	500,000	82,155,000		Nov 19 06:57 PM
MJH Partners III LLC	Affiliate	Nov 06 '24	Proposed Sale	149.27	250,000	37,317,500		Nov 06 09:20 PM
MJH Partners III LLC	Affiliate	Nov 05 '24	Proposed Sale	139.43	250,000	34,857,500		Nov 05 08:45 PM
APOLLO OPPORTUNITY FOUNDATION	Officer	Oct 14 '24	Proposed Sale	140.21	100,000	14,021,000		Oct 15 08:03 AM
MJH Partners III LLC	Affiliate	Oct 14 '24	Proposed Sale	140.21	500,000	70,105,000		Oct 15 06:07 AM
MJH Partners III LLC	Affiliate	Oct 02 '24	Proposed Sale	132.01	500,000	66,005,000		Oct 02 05:44 PM
MJH Partners III LLC	Affiliate	Oct 01 '24	Proposed Sale	124.91	500,000	62,455,000		Oct 01 08:49 PM
MJH Partners III LLC	Affiliate	Sep 23 '24	Proposed Sale	124.48	500,000	62,240,000		Sep 23 05:35 PM
O'Neill Mitra	Director	Sep 06 '24	Buy	108.40	923	100,053	27,131	Sep 10 04:19 PM
Zelter James C	Co-President (See Remarks)	Aug 23 '24	Sale	110.14	83,866	9,236,763	781,722	Aug 26 04:35 PM
Zelter James C	Co-President (See Remarks)	Aug 23 '24	Sale	110.16	16,134	1,777,248	5,706,477	Aug 26 04:35 PM
JAMES C. ZELTER 2023 GRAT NO.	Affiliate	Aug 23 '24	Proposed Sale	110.14	83,866	9,236,763		Aug 23 04:13 PM
JAMES ZELTER	Officer	Aug 23 '24	Proposed Sale	110.16	16,134	1,777,248		Aug 23 04:11 PM
RICHARDS PAULINE	Director	Aug 06 '24	Buy	104.92	2,351	246,657	85,854	Aug 07 04:28 PM

Open in Screener

ENS

Enersys

Jun 30 • 04:00PM ET

85.77

Dollar change -0.99
Percentage change -1.14	%

Industrials • Electrical Equipment & Parts • USA • NYSE

Peers: AAPL TSLA JCI HON GE EMR ETN ROK DHR PHG

| Held by: IJH VTI IWM VB SDVY VBR VXF LIT IWN MDY

Index	RUT	P/E	9.51	EPS (ttm)	9.01	Insider Own	1.63%	Shs Outstand	39.19M	Perf Week	3.57%
Market Cap	3.31B	Forward P/E	8.11	EPS next Y	10.58	Insider Trans	-19.19%	Shs Float	37.96M	Perf Month	2.14%
Enterprise Value	4.17B	PEG	-	EPS next Q	2.06	Inst Own	97.28%	Short Float	2.96%	Perf Quarter	-7.88%
Income	363.74M	P/S	0.92	EPS this Y	-3.09%	Inst Trans	-0.57%	Short Ratio	2.70	Perf Half Y	-7.47%
Sales	3.62B	P/B	1.75	EPS next Y	7.58%	ROA	9.78%	Short Interest	1.12M	Perf YTD	-7.21%
Book/sh	48.89	P/C	9.65	EPS next 5Y	-	ROE	19.82%	52W High	112.53 -23.78%	Perf Year	-15.86%
Cash/sh	8.89	P/FCF	23.77	EPS past 3/5Y	38.80% 22.99%	ROIC	11.86%	52W Low	76.57 12.02%	Perf 3Y	45.23%
Dividend Est.	0.97 (1.13%)	EV/EBITDA	7.05	Sales past 3/5Y	2.52% 3.22%	Gross Margin	30.40%	Volatility	1.54% 1.96%	Perf 5Y	35.22%
Dividend TTM	0.96 (1.12%)	EV/Sales	1.15	EPS Y/Y TTM	38.51%	Oper. Margin	13.57%	ATR (14)	2.14	Perf 10Y	19.08%
Dividend Ex-Date	Jun 13, 2025	Quick Ratio	1.74	Sales Y/Y TTM	1.00%	Profit Margin	10.05%	RSI (14)	47.67	Recom	1.71
Dividend Gr. 3/5Y	10.33% 6.07%	Current Ratio	2.70	EPS Q/Q	62.75%	SMA20	-0.06%	Beta	1.08	Target Price	110.33
Payout	10.51%	Debt/Eq	0.63	Sales Q/Q	7.04%	SMA50	-2.50%	Rel Volume	0.75	Prev Close	86.76
Employees	10858	LT Debt/Eq	0.60	Earnings	May 21 AMC	SMA200	-9.20%	Avg Volume	416.19K	Price	85.77
IPO	Jul 30, 2004	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.77% 0.22%	Trades		Volume	313,627	Change	-1.14%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-17-25	Upgrade	Oppenheimer	Perform → Outperform	$115
Aug-27-24	Initiated	ROTH MKM	Buy	$120
May-24-24	Downgrade	BTIG Research	Buy → Neutral
Feb-09-24	Downgrade	Oppenheimer	Outperform → Perform
Dec-20-23	Reiterated	Oppenheimer	Outperform	$110 → $116
Nov-06-23	Downgrade	William Blair	Outperform → Mkt Perform
Jul-14-23	Initiated	CL King	Buy	$137
Jun-16-21	Upgrade	BTIG Research	Neutral → Buy	$125
Mar-30-21	Initiated	Northcoast	Neutral
Jun-16-20	Initiated	BTIG Research	Neutral
Dec-21-18	Upgrade	William Blair	Mkt Perform → Outperform
May-07-18	Upgrade	Sidoti	Neutral → Buy
Jan-23-18	Downgrade	Sidoti	Buy → Neutral
Jan-16-18	Upgrade	CL King	Neutral → Buy
Dec-13-16	Downgrade	Sidoti	Buy → Neutral
Aug-12-16	Reiterated	Maxim Group	Buy	$74 → $78
Jun-02-16	Upgrade	Maxim Group	Hold → Buy	$74
May-06-16	Reiterated	Stifel	Buy	$67 → $70
Jan-25-16	Reiterated	Stifel	Buy	$73 → $67
Nov-10-15	Downgrade	CL King	Buy → Neutral

Show Previous Ratings

Jun-27-25 12:02AM	3 Reasons to Sell ENS and 1 Stock to Buy Instead (StockStory)
Jun-20-25 11:30AM	EnerSys (ENS) Up 2.8% Since Last Earnings Report: Can It Continue? (Zacks)
Jun-04-25 04:15PM	EnerSys Announces Participation in Wells Fargo Industrials & Materials Conference on June 11, 2025 (Business Wire)
May-29-25 02:51PM	ENS Fiscal Q4 2025 Earnings Call: Volatile Order Trends, Margin Expansion, and Tariff Uncertainty (StockStory)
12:34AM	3 Industrials Stocks Facing Headwinds (StockStory)
06:05PM	Loading…
May-23-25 06:05PM	Roth Capital says buy the dip in EnerSys shares following Q4 earnings (TipRanks)
08:43AM	E Split Corp. Class A Distribution (GlobeNewswire)
03:03AM	EnerSys (ENS) Q4 2025 Earnings Call Highlights: Record EPS and Revenue Growth Amid Tariff Challenges (GuruFocus.com)
01:03AM	Q4 2025 EnerSys Earnings Call (Thomson Reuters StreetEvents)
May-22-25 06:40PM	Closing Bell Movers: Snowflake jumps 7% on earnings (TipRanks) -14.89%
10:25AM	Enersys' Q4 Earnings Surpass Estimates, Sales Rise Year Over Year (Zacks)
May-21-25 06:00PM	EnerSys (ENS) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:25PM	EnerSys (ENS) Surpasses Q4 Earnings Estimates (Zacks)
04:34PM	EnerSys: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:25PM	EnerSys (NYSE:ENS) Posts Q1 Sales In Line With Estimates But Quarterly Revenue Guidance Misses Expectations (StockStory)
04:17PM	Loading…
04:17PM	EnerSys Announces Dividend of $0.24 Per Share for the First Quarter of Fiscal Year 2026 (Business Wire)
04:15PM	EnerSys Reports Fourth Quarter Fiscal Year 2025 Results (Business Wire)
09:18AM	EnerSys (ENS) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
May-20-25 09:17AM	EnerSys (ENS) Q4 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
03:02AM	EnerSys Earnings: What To Look For From ENS (StockStory)
May-16-25 10:40AM	EnerSys Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
09:15AM	Unveiling EnerSys (ENS) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
May-15-25 09:06AM	EnerSys Wins at DCR Excellence Awards: Recognised for Innovation in Data Center Solutions (Business Wire)
May-12-25 05:15PM	Plug Power (PLUG) Reports Q1 Loss, Tops Revenue Estimates (Zacks) +6.03%
May-11-25 05:38PM	EnerSys (ENS): One of the Best Small Cap EV Stocks to Buy (Insider Monkey)
May-07-25 08:35AM	Zacks Industry Outlook Highlights Eaton, Emerson Electric, EnerSys and Powell Industries (Zacks)
08:05AM	Emerson Electric (EMR) Q2 Earnings and Revenues Beat Estimates (Zacks)
May-06-25 03:00PM	EnerSys (ENS): One of the Best Electrical Equipment Stocks to Buy Now (Insider Monkey)
08:49AM	4 Manufacturing Electronics Stocks to Watch on Robust Industry Trends (Zacks)
May-01-25 07:40AM	Xerox Holdings Corporation (XRX) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
12:38AM	Loading…
12:38AM	3 of Wall Street's Favorite Stocks with Questionable Fundamentals (StockStory)
Apr-30-25 11:06PM	Is EnerSys (ENS) Among the Most Promising EV Battery Stocks According to Wall Street Analysts? (Insider Monkey)
04:15PM	EnerSys Announces Date of Fourth Quarter and Full Year Fiscal 2025 Financial Results Release and Conference Call (Business Wire)
Apr-28-25 09:05AM	3 Dawdling Stocks Facing Headwinds (StockStory)
Apr-24-25 04:15PM	EnerSys Announces Participation in the Oppenheimer 20th Annual Industrial Growth Conference on May 8, 2025 (Business Wire)
Apr-19-25 05:30AM	ClearBridge Small Cap Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-18-25 09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
Apr-17-25 05:06AM	Q4 Rundown: EnerSys (NYSE:ENS) Vs Other Renewable Energy Stocks (StockStory)
Apr-10-25 06:15AM	Vulcan Value Partners Q1 2025 Letter (Seeking Alpha) -5.80%
05:00AM	Zacks.com featured highlights StoneCo, Associated Banc-Corp, EnerSys and General Motors (Zacks)
05:00AM	Zacks.com featured highlights General Motors, JD.com, Pfizer, StoneCo and Enersys (Zacks)
Apr-09-25 12:17PM	Top 4 Value Stocks to Buy Now Amid Tariff-Driven Market Volatility (Zacks) +9.55%
08:58AM	5 Low Price-to-Book Stocks to Add to Your Portfolio in April (Zacks)
Apr-07-25 12:02PM	Here's Why You Should Retain Powell Industries Stock in Your Portfolio (Zacks)
Apr-04-25 11:53AM	Here's Why Investors Should Invest in EnerSys Stock Right Now (Zacks)
Apr-02-25 11:21AM	Graphic Packaging to Shut Down Operations at Middletown Facility (Zacks)
10:33AM	EnerSys to Shut Down Mexico Plant & Shift Production to US (Zacks)
09:40AM	Here's Why EnerSys (ENS) is a Strong Value Stock (Zacks)
Apr-01-25 04:20PM	EnerSys Announces Strategic Manufacturing Restructuring: Monterrey, Mexico Facility Closure and U.S. Production Expansion (Business Wire)
Mar-31-25 11:40AM	ENS vs. ABBNY: Which Stock Is the Better Value Option? (Zacks)
09:40AM	Is Enersys (ENS) a Great Value Stock Right Now? (Zacks)
Mar-28-25 11:21AM	EnerSys: Strong Market Position, Strategic Growth Opportunities And Robust Financial Outlook (Seeking Alpha)
09:40AM	Has ESCO Technologies (ESE) Outpaced Other Industrial Products Stocks This Year? (Zacks)
Mar-27-25 12:16PM	Dover's Subsidiary Launches AI-Powered Vehicle Wash Solutions (Zacks)
05:00AM	Zacks.com featured highlights JD.com, City Office REIT, Fresenius Medical Care, Itron and Enersys (Zacks)
Mar-26-25 02:45PM	Is EnerSys (ENS) the Undervalued Lithium Stock to Invest In? (InsiderMonkey)
10:54AM	Amcor Launches Paper-Based Packaging Solution for Dry Beverages (Zacks)
07:47AM	5 Low Price-to-Book Stocks to Include in Your Portfolio for Gains (Zacks)
Mar-25-25 12:58PM	O-I Glass to Lower Emission With Linde's Innovative Technology (Zacks)
09:38AM	Is EnerSys (ENS) One of the Most Profitable Lithium Stocks to Invest In? (InsiderMonkey)
Mar-24-25 01:25PM	Ball Corp Teams Up With Ayna to Accelerate Aluminum Cup Business (Zacks)
09:44AM	Is EnerSys (ENS) The Best Battery Stock to Buy According to Billionaires? (InsiderMonkey)
07:41AM	4 Value Picks That Could Weather Tariff Volatility and Slowing Growth (Zacks)
Mar-20-25 03:32PM	EnerSys (ENS): Among the Best Cheap EV Stocks to Buy (InsiderMonkey)
Mar-17-25 09:40AM	Why EnerSys (ENS) is a Top Value Stock for the Long-Term (Zacks)
Mar-14-25 09:40AM	Should Value Investors Buy Enersys (ENS) Stock? (Zacks)
Mar-12-25 09:40AM	Are Industrial Products Stocks Lagging Enersys (ENS) This Year? (Zacks)
08:00AM	EnerSys Technology Advances Data Centre Backup Power Management (Business Wire)
Mar-10-25 03:46PM	Is EnerSys (ENS) The Best EV Stock to Buy According to Billionaires? (Insider Monkey)
Mar-06-25 09:30AM	EnerSys (ENS) Recently Broke Out Above the 200-Day Moving Average (Zacks)
Mar-04-25 04:15PM	EnerSys Announces Participation in 37th Annual Roth Conference on March 18, 2025 (Business Wire)
08:06AM	3 Industrials Stocks in the Doghouse (StockStory)
Feb-26-25 09:40AM	Should Value Investors Buy Enersys (ENS) Stock? (Zacks)
Feb-24-25 09:40AM	Are Industrial Products Stocks Lagging Enersys (ENS) This Year? (Zacks)
Feb-20-25 04:23PM	EnerSys to Preview New Battery Energy Storage System and Next Generation Charger at LogiMAT and ProMat 2025 (Business Wire)
Feb-13-25 12:45PM	Looking for a Growth Stock? 3 Reasons Why EnerSys (ENS) is a Solid Choice (Zacks)
Feb-12-25 10:07AM	EnerSys (ENS): A Bull Case Theory (Insider Monkey)
Feb-10-25 09:50AM	EnerSys (ENS) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
09:40AM	Are Investors Undervaluing Enersys (ENS) Right Now? (Zacks)
09:35AM	EnerSys (ENS) Just Reclaimed the 20-Day Moving Average (Zacks)
09:30AM	EnerSys (ENS) Crossed Above the 200-Day Moving Average: What That Means for Investors (Zacks)
Feb-07-25 02:14AM	EnerSys (ENS) Q3 2025 Earnings Call Highlights: Strong Growth Amid Market Challenges (GuruFocus.com)
Feb-06-25 09:40AM	Are Industrial Products Stocks Lagging Enersys (ENS) This Year? (Zacks)
Feb-05-25 06:30PM	EnerSys (ENS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:20PM	EnerSys (ENS) Q3 Earnings Beat Estimates (Zacks)
05:17PM	EnerSys: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:27PM	EnerSys (NYSE:ENS) Reports Sales Below Analyst Estimates In Q4 Earnings (StockStory)
04:16PM	EnerSys Announces Dividend of $0.24 Per Share for the Fourth Quarter of Fiscal Year 2025 (Business Wire)
04:15PM	EnerSys Reports Third Quarter Fiscal 2025 Results (Business Wire)
09:30AM	Is EnerSys (ENS) the Biggest Lithium Stock to Buy According to Hedge Funds? (Insider Monkey)
07:07AM	EnerSys (ENS) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-04-25 09:15AM	Exploring Analyst Estimates for EnerSys (ENS) Q3 Earnings, Beyond Revenue and EPS (Zacks)
08:10AM	Earnings To Watch: EnerSys (ENS) Reports Q4 Results Tomorrow (StockStory)
07:08AM	EnerSys (ENS) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-29-25 10:01AM	EnerSys (ENS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-27-25 09:40AM	Here's Why EnerSys (ENS) is a Strong Value Stock (Zacks)
Jan-24-25 09:40AM	Is Enersys (ENS) Stock Undervalued Right Now? (Zacks)
Jan-22-25 09:30AM	EnerSys (ENS) Crossed Above the 200-Day Moving Average: What That Means for Investors (Zacks)
Jan-21-25 12:45PM	3 Reasons Why EnerSys (ENS) Is a Great Growth Stock (Zacks)
Jan-20-25 09:30AM	EnerSys (ENS) Recently Broke Out Above the 50-Day Moving Average (Zacks)

EnerSys engages in the provision of stored energy solutions for industrial applications. It operates through the following business segments: Energy Systems, Motive Power, and Specialty. The Energy Systems segment combines enclosures, power conversion, power distribution, and energy storage used in the telecommunication, broadband, and utility industries. The Motive Power segment includes batteries and chargers that are utilized in electric forklift trucks and other industrial electric powered vehicles. The Specialty segment, used in aerospace and defense applications, includes large over-the-road trucks, automotive, medical, and security systems applications. The company was founded in October 2000 and is headquartered in Reading, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Uplinger Chad C	Pres., Motive Power Global	May 30 '25	Buy	83.65	295	24,677	17,545	Jun 02 04:16 PM
O'Connell Shawn M.	President & CEO	May 30 '25	Buy	83.76	475	39,786	43,030	Jun 02 04:16 PM
Funk Andrea J.	EVP & Chief Financial Officer	May 23 '25	Buy	80.20	315	25,263	50,645	May 28 04:18 PM
Shaffer David M	CEO	Feb 25 '25	Sale	101.13	11,378	1,150,604	0	Feb 27 04:25 PM
HOFFEN HOWARD I	Director	Feb 26 '25	Sale	102.70	5,001	513,601	45,067	Feb 27 04:24 PM
Metalmark Management II LLC	Affiliate	Feb 26 '25	Proposed Sale	101.96	5,001	509,902		Feb 26 04:21 PM
Shaffer David M	CEO	Feb 24 '25	Sale	101.15	38,078	3,851,715	5,689	Feb 25 04:19 PM
Shaffer David M	CEO	Feb 21 '25	Sale	102.25	36,078	3,688,993	24,728	Feb 25 04:19 PM
Shaffer David M	CEO	Feb 19 '25	Sale	101.28	23,304	2,360,218	53,265	Feb 21 04:22 PM
Shaffer David M	CEO	Feb 20 '25	Sale	102.02	20,996	2,141,911	42,767	Feb 21 04:22 PM
Shaffer David M	CEO	Feb 12 '25	Option Exercise	68.40	15,662	1,071,281	92,748	Feb 14 04:23 PM
Shaffer David M	CEO	Feb 12 '25	Sale	100.18	15,662	1,568,982	77,086	Feb 14 04:23 PM
Shaffer David M	Officer	Feb 18 '25	Proposed Sale	101.34	129,834	13,157,380		Feb 14 03:14 PM
DAVID SHAFFER	Officer	Feb 12 '25	Proposed Sale	100.18	15,662	1,568,982		Feb 12 05:19 PM
Shaffer David M	CEO	Nov 25 '24	Sale	100.01	20,000	2,000,180	206,724	Nov 27 04:27 PM
Shaffer David M	Officer	Nov 25 '24	Proposed Sale	100.00	20,000	2,000,000		Nov 25 02:12 PM
Uplinger Chad C	Pres., Motive Power Global	Aug 30 '24	Sale	100.87	500	50,435	17,175	Aug 30 04:23 PM
Shaffer David M	President & CEO	Aug 29 '24	Sale	100.08	17,600	1,761,408	226,540	Aug 30 04:23 PM
Uplinger Chad C	DIVISION PRESIDENT	Aug 30 '24	Proposed Sale	101.00	500	50,500		Aug 30 03:00 PM
Tinnemeyer Joern	Sr. VP & CTO	Aug 26 '24	Sale	100.00	2,200	220,000	25,368	Aug 28 05:25 PM
Shaffer David M	President & CEO	Aug 26 '24	Sale	100.00	2,400	240,000	244,140	Aug 28 05:25 PM
JOERN TINNEMEYER	Officer	Aug 26 '24	Proposed Sale	100.00	2,200	220,000		Aug 26 04:48 PM
Shaffer David M	Officer	Aug 23 '24	Proposed Sale	100.00	20,000	2,000,000		Aug 23 01:04 PM

Open in Screener

JILL

J.Jill Inc

Jun 30 • 04:00PM ET

14.64

Dollar change -0.29
Percentage change -1.94	%

Consumer Cyclical • Apparel Retail • USA • NYSE

Peers: CATO PLCE GES LB URBN ANF SMRT BKE ROST TJX

| Held by: VTI IWM VXF DES IWN DFAS VTWO FDM DFAT IWC

Index	RUT	P/E	6.52	EPS (ttm)	2.24	Insider Own	54.89%	Shs Outstand	15.28M	Perf Week	5.70%
Market Cap	223.75M	Forward P/E	4.45	EPS next Y	3.29	Insider Trans	-0.49%	Shs Float	6.89M	Perf Month	-9.07%
Enterprise Value	417.21M	PEG	-	EPS next Q	0.76	Inst Own	49.73%	Short Float	10.95%	Perf Quarter	-21.67%
Income	34.48M	P/S	0.37	EPS this Y	-17.44%	Inst Trans	10.37%	Short Ratio	5.76	Perf Half Y	-44.78%
Sales	602.97M	P/B	2.00	EPS next Y	14.95%	ROA	7.86%	Short Interest	0.75M	Perf YTD	-46.99%
Book/sh	7.33	P/C	7.08	EPS next 5Y	-	ROE	41.77%	52W High	40.00 -63.40%	Perf Year	-56.74%
Cash/sh	2.07	P/FCF	7.29	EPS past 3/5Y	- -	ROIC	11.53%	52W Low	13.36 9.58%	Perf 3Y	-21.04%
Dividend Est.	0.32 (2.19%)	EV/EBITDA	4.53	Sales past 3/5Y	1.44% -2.45%	Gross Margin	66.42%	Volatility	4.80% 5.15%	Perf 5Y	282.15%
Dividend TTM	0.30 (2.05%)	EV/Sales	0.69	EPS Y/Y TTM	-33.43%	Oper. Margin	11.63%	ATR (14)	0.82	Perf 10Y	-
Dividend Ex-Date	Jun 25, 2025	Quick Ratio	0.50	Sales Y/Y TTM	-2.24%	Profit Margin	5.72%	RSI (14)	45.85	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	0.99	EPS Q/Q	-34.50%	SMA20	-2.37%	Beta	0.48	Target Price	21.60
Payout	8.05%	Debt/Eq	2.01	Sales Q/Q	-4.88%	SMA50	-6.17%	Rel Volume	0.74	Prev Close	14.93
Employees	3249	LT Debt/Eq	1.67	Earnings	Jun 11 BMO	SMA200	-33.71%	Avg Volume	130.92K	Price	14.64
IPO	Mar 09, 2017	Option/Short	No / Yes	EPS/Sales Surpr.	1.83% -2.00%	Trades		Volume	96,257	Change	-1.94%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-20-25	Reiterated	Telsey Advisory Group	Market Perform	$31 → $21
Sep-05-24	Reiterated	Telsey Advisory Group	Market Perform	$38 → $31
Aug-12-24	Initiated	TD Cowen	Hold	$37
Jul-12-24	Initiated	Jefferies	Buy	$44
Jul-10-24	Initiated	BTIG Research	Buy	$44
Dec-21-23	Initiated	William Blair	Outperform
Nov-27-23	Initiated	Lake Street	Buy	$38
Oct-11-23	Initiated	B. Riley Securities	Buy	$35
Dec-06-19	Downgrade	Jefferies	Buy → Hold
May-31-19	Downgrade	Deutsche Bank	Buy → Hold
May-31-19	Downgrade	BofA/Merrill	Buy → Neutral
Oct-12-17	Downgrade	SunTrust	Buy → Hold
Oct-12-17	Downgrade	Morgan Stanley	Overweight → Equal-Weight
Aug-30-17	Reiterated	RBC Capital Mkts	Outperform	$16 → $14
Apr-03-17	Initiated	Wells Fargo	Market Perform
Apr-03-17	Initiated	SunTrust	Buy	$16
Apr-03-17	Initiated	RBC Capital Mkts	Outperform	$16
Apr-03-17	Initiated	Morgan Stanley	Overweight	$15
Apr-03-17	Initiated	Macquarie	Neutral	$14
Apr-03-17	Initiated	Jefferies	Buy	$17

Show Previous Ratings

Jun-24-25 04:07PM	J.Jill Names Courtney OConnor SVP, Chief Merchandising Officer (WWD) +7.94%
09:47AM	J.Jill names new merchandising chief (Chain Store Age)
08:00AM	J.Jill, Inc. Announces New Chief Merchandising Officer (Business Wire)
Jun-17-25 02:14PM	J.Jill, Inc. (JILL) Is "Irrelevant," Says Jim Cramer (Insider Monkey)
Jun-13-25 02:59PM	Retail Sales Rose in May, But Trade Group Warns of Spending Shift (Investopedia)
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Jun-12-25 03:00AM	J.Jill Inc (JILL) Q1 2025 Earnings Call Highlights: Navigating Challenges with Strategic Initiatives (GuruFocus.com)
Jun-11-25 12:03PM	J.Jill Stock Tumbles as Sales Fall Short, Outlook Withdrawn on Uncertainty (Investopedia) -16.09%
07:55AM	J.Jill (JILL) Q1 Earnings Meet Estimates (Zacks)
07:29AM	J.Jill Pulls Outlook as Sales Fall (The Wall Street Journal)
07:23AM	J.Jill: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
07:04AM	J.Jill Withdraws Prior Guidance For FY25 - Update (RTT News)
06:45AM	J.Jill, Inc. Announces First Quarter 2025 Results (Business Wire)
Jun-10-25 07:00PM	Oracle earnings, May CPI, mortgage data: What to Watch (Yahoo Finance Video)
05:15PM	Stitch Fix (SFIX) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
09:18AM	J.Jill Inc (JILL) Q1 2025 Earnings Report Preview: What to Expect (GuruFocus.com)
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Jun-09-25 10:30AM	Stitch Fix's Q3 Earnings on the Horizon: Key Insights for Investors (Zacks)
Jun-05-25 05:25PM	Zumiez (ZUMZ) Reports Q1 Loss, Tops Revenue Estimates (Zacks) +5.20%
Jun-04-25 10:00AM	Analysts Estimate J.Jill (JILL) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jun-03-25 04:15PM	J.Jill, Inc. Announces Quarterly Dividend (Business Wire)
Jun-02-25 10:04AM	Ollie's Bargain Q1 Earnings on Deck: Key Trends Investors Should Track (Zacks)
08:58AM	Guidewire Set to Report Q3 Earnings: Here's What Investors Should Know (Zacks)
07:14AM	Casey's Set to Release Q4 Earnings: Key Insights for Investors (Zacks)
May-28-25 06:45AM	J.Jill, Inc. to Report First Quarter Fiscal Year 2025 Results on June 11, 2025 (Business Wire)
May-23-25 12:10PM	Why J.Jill (JILL) Could Beat Earnings Estimates Again (Zacks)
May-19-25 11:24AM	J.Jill launches new ad campaign across linear and streaming TV (Chain Store Age)
May-08-25 09:00AM	J.Jill Announces 23rd Annual Compassion Fund Recipients (Business Wire)
Mar-28-25 05:24AM	J. Jill plans ship-from-store capability (Supply Chain Dive)
Mar-21-25 06:23PM	J.Jill Inc (JILL) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com) +6.06%
04:22AM	J.Jill: Stable Underlying Earnings Power At 6 Times Earnings (SeekingAlpha)
Mar-20-25 12:05PM	Autodesk in proxy fight, General Mills reports mixed Q3: Morning Buzz (TipRanks) -7.49%
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09:09AM	J.Jill Q4 profits sink on challenges, sounds warning on Q1 FY25 sales (Just Style)
03:01AM	J.Jill Inc (JILL) Q4 2024 Earnings Call Highlights: Strong Adjusted EBITDA and Strategic ... (GuruFocus.com)
01:30AM	Q4 2024 JJill Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-19-25 03:29PM	American Consumers Are 'Under Pressure.' That's Hitting Companies' Sales Forecasts (Investopedia)
11:39AM	J.Jill Beats Q4 Earnings Expectations, but Sees Slow Start to Early 2025 (WWD)
07:55AM	J.Jill (JILL) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:02AM	J.Jill: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:45AM	J.Jill, Inc. Announces Fourth Quarter and Full Year 2024 Results; Increases Quarterly Dividend by 14.3% (Business Wire)
Mar-18-25 07:00PM	Fed rate decision, General Mills earnings: What to Watch (Yahoo Finance Video)
Mar-05-25 06:45AM	J.Jill, Inc. to Report Fourth Quarter and Fiscal Year 2024 Results on March 19, 2025 (Business Wire)
06:36AM	J.Jill appoints former Ralph Lauren exec as CEO to lead future growth (Just Style)
Feb-28-25 04:30PM	Shuffle Board: J.Jill Names Next CEO, Virgil Abloh Foundation Names Exec Director (Sourcing Journal) -5.86%
11:26AM	J.McLaughlin CEO to take reins of J.Jill (Chain Store Age)
10:21AM	J.Jill Picks Mary Ellen Coyne as Next CEO (WWD)
07:15AM	J. Jill taps former Ralph Lauren merchant as CEO (Retail Dive)
Feb-27-25 04:36PM	J.Jill Names Mary Ellen Coyne as Chief Executive Officer and President (Business Wire)
Feb-11-25 09:40AM	Is J.Jill (JILL) Stock Undervalued Right Now? (Zacks)
Jan-13-25 06:45AM	J.Jill, Inc. Reaffirms Fourth Quarter and Full Year 2024 Guidance Ahead of the 27th Annual ICR Conference (Business Wire)
Jan-06-25 06:45AM	J.Jill, Inc. Announces Participation in the 27th Annual ICR Conference (Business Wire)
Dec-19-24 07:35AM	J.Jills Q3 FY24 earnings beat expectations (Just Style)
Dec-13-24 03:00PM	Shuffle Board: J.Jill CEO Retires, Circulose Bolsters Board (Sourcing Journal) -5.67%
Dec-12-24 04:29PM	New Tariffs Could Warrant J.Jill Talks With Vendors, Pricing Review (Sourcing Journal)
09:51AM	Q3 2024 JJill Inc Earnings Call (Thomson Reuters StreetEvents)
09:39AM	J.Jill's Claire Spofford to retire; search on for a new CEO (Chain Store Age)
06:59AM	J. Jill CEO will retire next year (Retail Dive)
02:01AM	J.Jill Inc (JILL) Q3 2024 Earnings Call Highlights: Navigating Challenges with Strategic Initiatives (GuruFocus.com)
Dec-11-24 05:15PM	J.Jill (JILL) Q3 Earnings Top Estimates (Zacks)
04:13PM	J.Jill: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:06PM	J.Jill, Inc. Announces Third Quarter 2024 Results (Business Wire)
04:05PM	J.Jill Announces Planned Retirement of President and CEO Claire Spofford (Business Wire)
Dec-10-24 07:03AM	J.Jill Inc (JILL) Q3 2024 Earnings Report Preview: What to Expect (GuruFocus.com)
Dec-04-24 04:05PM	J.Jill, Inc. Announces Quarterly Dividend (Business Wire)
Dec-01-24 05:54AM	Why J. Jill, Inc. (JILL) Is One of the Best Clothing Stocks to Invest in Now? (Insider Monkey)
Nov-23-24 03:07AM	J. Jill, Inc. (JILL): An Undervalued Retail Stock to Buy According to Analysts (Insider Monkey)
Sep-05-24 01:50AM	Q2 2024 JJill Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-04-24 07:55AM	J.Jill (JILL) Q2 Earnings and Revenues Beat Estimates (Zacks) -16.87%
06:52AM	J.Jill: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:45AM	J.Jill, Inc. Announces Second Quarter 2024 Results (Business Wire)
Sep-03-24 09:04AM	What To Expect From J.Jill Inc (JILL) Q2 2024 Earnings (GuruFocus.com)
09:00AM	J.Jill Appoints Courtnee Chun to Board of Directors (Business Wire)
Aug-29-24 06:45AM	J.Jill, Inc. Announces Participation in the Goldman Sachs 31st Annual Global Retailing Conference (Business Wire)
Aug-28-24 04:05PM	J.Jill, Inc. Announces Quarterly Dividend (Business Wire)
10:00AM	Earnings Preview: J.Jill (JILL) Q2 Earnings Expected to Decline (Zacks)
Aug-21-24 06:45AM	J.Jill, Inc. to Report Second Quarter Fiscal Year 2024 Results on September 4, 2024 (Business Wire)
Aug-08-24 09:40AM	Is J.Jill (JILL) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks)
Aug-07-24 09:40AM	Is J.Jill (JILL) a Great Value Stock Right Now? (Zacks)
Jul-15-24 11:10PM	Insider Selling: President & CEO Claire Spofford Sells Shares of J.Jill Inc (JILL) (GuruFocus.com)
Jul-12-24 11:13AM	J.Jill (JILL) Surges 5.8%: Is This an Indication of Further Gains? (Zacks)
08:50AM	Recent Price Trend in J.Jill (JILL) is Your Friend, Here's Why (Zacks)
01:32AM	Insider Sale: President & CEO Claire Spofford Sells 20,000 Shares of J.Jill Inc (JILL) (GuruFocus.com)
Jul-10-24 09:40AM	Should Value Investors Buy J.Jill (JILL) Stock? (Zacks)
Jul-08-24 06:13AM	Bull of the Day: J.Jill (JILL) (Zacks)
Jul-03-24 01:47PM	A Visit With J.Jill CEO Claire Spofford (Sourcing Journal)
12:55PM	Looks From J.Jill (Sourcing Journal)
Jun-24-24 09:40AM	Are Investors Undervaluing J.Jill (JILL) Right Now? (Zacks)
06:45AM	J.Jill, Inc. Utilizes Proceeds From $31 Million Primary Equity Offering to Pay Down Debt (Business Wire)
Jun-21-24 08:19AM	J. Jills CEO prioritized its 45-plus female customer and brought extended sizes into stores. The brands stock soared 600% (Fortune)
Jun-14-24 08:01AM	The Weekly Closeout: GameStop raises $2B and Bark Air has a ruff start (Retail Dive)
Jun-12-24 10:15PM	J.Jill Announces Pricing of Public Offering of Common Stock (Business Wire) -19.09%
04:05PM	J.Jill Announces Proposed Public Offering of Common Stock (Business Wire)
Jun-11-24 07:57AM	J.Jill Invests in Helping Women Find What Feels Right with New Trade-In Experience for Clothes They'll Actually Love to Wear (PR Newswire)
Jun-10-24 12:20PM	J.Jill (JILL) Q1 Earnings Beat Estimates, Sales Rise Y/Y (Zacks)
08:02AM	J.Jill, Inc. (NYSE:JILL) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jun-08-24 01:55AM	Q1 2024 JJill Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-07-24 01:43PM	J.Jill Posts Strong Q1, Raises 2024 Guidance (WWD) +7.78%
10:52AM	JILL Stock Earnings: J.Jill Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
08:00AM	J.Jill (JILL) Q1 Earnings and Revenues Surpass Estimates (Zacks)
06:57AM	J.Jill: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	J.Jill, Inc. Announces First Quarter 2024 Results (Business Wire)
Jun-06-24 09:40AM	Should Value Investors Buy J.Jill (JILL) Stock? (Zacks)

J.Jill, Inc. engages in the retail of apparel, accessories, and footwear. It offers its products through its ecommerce platform and catalog, and retail stores. The company was founded on February 17, 2011 and is headquartered in Quincy, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Spofford Claire	President & CEO	Feb 12 '25	Sale	25.06	6,031	151,137	111,174	Feb 14 04:21 PM
Spofford Claire	President & CEO	Feb 13 '25	Sale	25.41	5,164	131,217	106,010	Feb 14 04:21 PM
Spofford Claire	CEO & President officer/direct	Feb 13 '25	Proposed Sale	25.41	5,164	131,218		Feb 13 04:02 PM
Spofford Claire	President & CEO	Feb 10 '25	Sale	25.45	5,000	127,250	122,205	Feb 12 04:18 PM
Spofford Claire	President & CEO	Feb 11 '25	Sale	25.42	5,000	127,100	117,205	Feb 12 04:18 PM
Spofford Claire	CEO & President officer/direct	Feb 12 '25	Proposed Sale	25.06	6,031	151,146		Feb 12 04:05 PM
Spofford Claire	CEO & President officer/direct	Feb 11 '25	Proposed Sale	25.42	5,000	127,076		Feb 11 04:04 PM
Spofford Claire	CEO & President officer/direct	Feb 10 '25	Proposed Sale	25.44	5,000	127,225		Feb 10 04:02 PM
Spofford Claire	President & CEO	Jan 15 '25	Sale	26.57	5,000	132,850	132,205	Jan 17 05:02 PM
Spofford Claire	President & CEO	Jan 16 '25	Sale	26.53	5,000	132,650	127,205	Jan 17 05:02 PM
Spofford Claire	CEO & President officer/direct	Jan 13 '25	Proposed Sale	26.53	5,000	132,638		Jan 16 04:04 PM
Spofford Claire	President & CEO	Jan 13 '25	Sale	26.33	5,000	131,645	142,205	Jan 15 04:58 PM
Spofford Claire	President & CEO	Jan 14 '25	Sale	26.07	5,000	130,330	137,205	Jan 15 04:58 PM
Spofford Claire	CEO & President officer/direct	Jan 13 '25	Proposed Sale	26.56	5,000	132,824		Jan 15 04:01 PM
Spofford Claire	CEO & President officer/direct	Jan 14 '25	Proposed Sale	26.06	5,000	130,321		Jan 14 04:03 PM
Spofford Claire	CEO & President officer/direct	Jan 13 '25	Proposed Sale	26.33	5,000	131,641		Jan 13 04:03 PM
Spofford Claire	President & CEO	Dec 16 '24	Sale	26.98	5,000	134,900	151,812	Dec 18 05:50 PM
Spofford Claire	President & CEO	Dec 17 '24	Sale	26.77	5,000	133,846	146,812	Dec 18 05:50 PM
Spofford Claire	CEO & President officer/direct	Dec 17 '24	Proposed Sale	26.77	5,000	133,862		Dec 17 04:02 PM
Spofford Claire	President & CEO	Dec 12 '24	Sale	28.75	6,601	189,763	161,812	Dec 16 08:04 PM
Spofford Claire	President & CEO	Dec 13 '24	Sale	27.10	5,000	135,499	156,812	Dec 16 08:04 PM
Spofford Claire	CEO & President officer/direct	Dec 16 '24	Proposed Sale	26.97	5,000	134,873		Dec 16 04:03 PM
Spofford Claire	CEO & President officer/direct	Dec 13 '24	Proposed Sale	27.10	5,000	135,489		Dec 13 04:03 PM
Spofford Claire	CEO & President officer/direct	Dec 12 '24	Proposed Sale	28.75	6,601	189,750		Dec 12 04:03 PM
Webb Mark W.	EVP, CFO & COO	Dec 04 '24	Sale	28.54	6,740	192,360	97,188	Dec 06 04:30 PM
Webb Mark W.	EVP, CFO & COO	Dec 05 '24	Sale	27.34	1,348	36,854	95,840	Dec 06 04:30 PM
Mark Webb	Officer	Dec 04 '24	Proposed Sale	28.55	8,088	230,912		Dec 04 05:40 PM
Webb Mark W.	EVP, CFO & COO	Sep 05 '24	Sale	27.10	1,348	36,531	105,112	Sep 09 04:55 PM
Webb Mark W.	EVP, CFO & COO	Sep 06 '24	Sale	26.48	1,348	35,695	103,764	Sep 09 04:55 PM
TowerBrook Investors, Ltd.	Director	Aug 20 '24	Sale	34.75	955	33,186	7,338,932	Aug 21 04:05 PM
Webb Mark W.	EVP, CFO & COO	Aug 06 '24	Sale	33.45	1,348	45,091	106,460	Aug 07 04:25 PM
Webb Mark W.	EVP, CFO & COO	Aug 05 '24	Sale	32.31	1,348	43,554	107,808	Aug 07 04:25 PM
Spofford Claire	President & CEO	Jul 12 '24	Sale	37.38	13,491	504,294	167,980	Jul 15 04:17 PM
Spofford Claire	President & CEO	Jul 11 '24	Sale	35.87	13,490	483,909	181,471	Jul 15 04:17 PM
Spofford Claire	President & CEO	Jul 10 '24	Sale	33.89	10,000	338,944	194,961	Jul 11 05:20 PM
Spofford Claire	President & CEO	Jul 09 '24	Sale	33.76	10,000	337,600	204,961	Jul 11 05:20 PM
Webb Mark W.	EVP, CFO & COO	Jul 09 '24	Sale	33.93	1,348	45,738	107,228	Jul 10 04:11 PM
Webb Mark W.	EVP, CFO & COO	Jul 08 '24	Sale	33.74	1,352	45,616	108,576	Jul 10 04:11 PM

Peers: CRWD PANW FTNT ZS OKTA CHKP CYBR QLYS VRNS TENB

| Held by: VTI CIBR VB VXF HACK VGT VBK BUG IHAK SCHA

Index	-	P/E	-	EPS (ttm)	-1.32	Insider Own	10.18%	Shs Outstand	316.86M	Perf Week	4.46%
Market Cap	6.08B	Forward P/E	53.70	EPS next Y	0.34	Insider Trans	-3.11%	Shs Float	298.62M	Perf Month	5.12%
Enterprise Value	5.32B	PEG	-	EPS next Q	0.03	Inst Own	73.08%	Short Float	4.86%	Perf Quarter	-2.97%
Income	-426.53M	P/S	7.03	EPS this Y	286.39%	Inst Trans	2.49%	Short Ratio	2.62	Perf Half Y	-19.44%
Sales	864.13M	P/B	3.91	EPS next Y	76.19%	ROA	-18.17%	Short Interest	14.52M	Perf YTD	-17.66%
Book/sh	4.67	P/C	7.92	EPS next 5Y	113.10%	ROE	-26.98%	52W High	29.29 -37.59%	Perf Year	-4.64%
Cash/sh	2.31	P/FCF	329.78	EPS past 3/5Y	2.95% -27.88%	ROIC	-27.36%	52W Low	15.36 19.01%	Perf 3Y	-28.59%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	58.89% 77.61%	Gross Margin	74.57%	Volatility	2.50% 3.04%	Perf 5Y	-
Dividend TTM	-	EV/Sales	6.16	EPS Y/Y TTM	-31.34%	Oper. Margin	-38.38%	ATR (14)	0.59	Perf 10Y	-
Dividend Ex-Date	Mar 02, 2005	Quick Ratio	1.64	Sales Y/Y TTM	28.19%	Profit Margin	-49.36%	RSI (14)	52.07	Recom	1.79
Dividend Gr. 3/5Y	- -	Current Ratio	1.64	EPS Q/Q	-180.26%	SMA20	2.49%	Beta	0.77	Target Price	22.77
Payout	-	Debt/Eq	0.01	Sales Q/Q	22.90%	SMA50	-0.98%	Rel Volume	0.93	Prev Close	17.85
Employees	2800	LT Debt/Eq	0.01	Earnings	May 28 AMC	SMA200	-16.95%	Avg Volume	5.53M	Price	18.28
IPO	Jun 30, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	28.21% 0.29%	Trades		Volume	5,148,146	Change	2.41%

Date	Action	Analyst	Rating Change	Price Target Change
May-29-25	Downgrade	Wells Fargo	Overweight → Equal Weight	$18
May-29-25	Downgrade	JP Morgan	Overweight → Neutral	$22 → $19
May-29-25	Downgrade	BofA Securities	Buy → Neutral	$21
Apr-23-25	Initiated	Roth Capital	Buy	$26
Apr-01-25	Initiated	Stephens	Overweight	$25
Mar-18-25	Resumed	Morgan Stanley	Equal-Weight
Jan-15-25	Initiated	Oppenheimer	Outperform	$32
Jan-15-25	Downgrade	UBS	Buy → Neutral	$30 → $25
Dec-19-24	Upgrade	Jefferies	Hold → Buy	$27 → $30
Dec-02-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight
Nov-12-24	Upgrade	Deutsche Bank	Hold → Buy	$25 → $32
Oct-17-24	Resumed	Needham	Buy	$32
Oct-14-24	Upgrade	Piper Sandler	Neutral → Overweight	$25 → $32
Aug-26-24	Reiterated	Needham	Buy	$25 → $29
Aug-22-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$19 → $29
Jul-15-24	Initiated	Robert W. Baird	Outperform	$25
Jun-04-24	Upgrade	Canaccord Genuity	Hold → Buy	$28 → $23
Mar-12-24	Reiterated	Needham	Buy	$28 → $31
Feb-14-24	Upgrade	BofA Securities	Neutral → Buy	$26.50 → $35
Jan-22-24	Upgrade	BTIG Research	Neutral → Buy	$30

Show Previous Ratings

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09:00AM	Where Partnership Meets Performance: SentinelOne Recognizes EMEAs Top Performers at 2025 PartnerOne Summit (Business Wire)
08:32AM	OPSWAT and SentinelOne Enter OEM Partnership to Further Strengthen Multi-Layered Malware Detection with AI (PR Newswire)
Jun-24-25 10:27AM	PANW's Prisma AIRS: Does it Give an Edge in AI Model Security? (Zacks)
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Jun-23-25 06:13PM	U.S. Tells Companies to Prepare for Iranian Cyberattacks (The Wall Street Journal)
Jun-22-25 01:15PM	Better Cybersecurity Stock: CrowdStrike or SentinelOne? (Motley Fool)
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Jun-20-25 07:57AM	SentinelOne (S) Expands AI Cybersecurity Offerings on AWS (Insider Monkey)
Jun-17-25 01:49PM	SentinelOne Debuts as Launch Partner for New AWS Security Hub at re:Inforce 2025 (Business Wire)
04:18AM	The Smartest Growth Stock to Buy With Just $20 Right Now (Motley Fool)
Jun-16-25 10:38AM	Should You Buy CyberArk Stock After a 10.7% Rise in a Month? (Zacks)
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Jun-14-25 06:00AM	2 Top Cybersecurity Stocks to Buy in June (Motley Fool)
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Jun-13-25 12:42AM	2 Cash-Heavy Stocks Worth Investigating and 1 to Keep Off Your Radar (StockStory)
Jun-12-25 09:00AM	SentinelOne Takes Top Honor as Pax8's Most Valuable Vendor at Beyond 2025 (Business Wire)
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Jun-11-25 06:00AM	5 Cybersecurity Stocks You Can Buy and Hold for the Next Decade (Motley Fool)
Jun-10-25 09:48AM	Is CyberArk's AI Focus Enough to Sustain Its ARR Growth Momentum? (Zacks)
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Jun-09-25 11:11AM	Zacks.com featured highlights include Orla Mining, SentinelOne and Lam Research (Zacks)
07:48AM	In a Historic Shift, 2 Cybersecurity Stocks Plan to Buyback Stock (MarketBeat)
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Jun-06-25 04:08PM	SentinelOne, Inc. (S): A Bear Case Theory (Insider Monkey)
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01:25PM	SentinelOne vs. Fortinet: Which Cybersecurity Stock is the Better Buy? (Zacks)
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09:30AM	Should You Invest in SentinelOne (S) Based on Bullish Wall Street Views? (Zacks)
Jun-05-25 01:01PM	Is Falcon Flex Becoming a Game Changer for CrowdStrike's ARR Growth? (Zacks)
11:56AM	Loading…
11:56AM	Palo Alto Networks Hits $5B in NGS ARR: What's Fueling the Surge? (Zacks)
04:00AM	SentinelOne Wins Best Security Company at the 2025 SC Awards Europe (Business Wire)
Jun-04-25 03:52PM	The Economic Mood Brightens (Motley Fool)
Jun-02-25 07:04AM	SentinelOne analysis links service disruption to software flaw (Cybersecurity Dive)
04:23AM	1 Artificial Intelligence (AI) Growth Stock Down 77% to Buy Hand Over Fist, According to Wall Street (Motley Fool)
May-30-25 10:27AM	Should You Buy, Sell or Hold CrowdStrike Stock Before Q1 Earnings? (Zacks)
May-29-25 01:40PM	SentinelOne's Profitability And Growth Trajectory Less Promising Than Competitors: Analyst (Benzinga) -11.59%
01:13PM	Outage disrupts some SentinelOne services (Cybersecurity Dive)
12:49PM	Why SentinelOne (S) Shares Are Getting Obliterated Today (StockStory)
12:08PM	Chip stocks react to Nvidia, Boeing 737 Max, SentinelOne outlook (Yahoo Finance Video)
10:12AM	SentinelOne Stock Sinks. Why Cybersecurity Is a Flop This Earnings Season. (Barrons.com)
09:33AM	Nvidia upgraded, Salesforce downgraded: Wall Street's top analyst calls (The Fly)
09:13AM	SentinelOne Recognized as a 2025 Gartner Peer Insights Customers Choice for XDR (Business Wire)
07:27AM	SentinelOne Q1 Earnings Meet Expectations, Revenues Miss, Stock Down (Zacks)
03:05AM	SentinelOne Inc (S) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
02:15AM	Analyst Report: SentinelOne, Inc. (Morningstar Research)
May-28-25 06:00PM	S Q1 Earnings Call: SentinelOne Addresses Sales Cycle Delays Amid Macro Uncertainty (StockStory)
05:20PM	SentinelOne (S) Meets Q1 Earnings Estimates (Zacks)
04:41PM	SentinelOne Earnings, Revenue In-Line. Cybersecurity Stock Falls On Weak Guidance. (Investor's Business Daily)
04:40PM	SentinelOne cuts annual revenue forecast, shares fall (Reuters)
04:34PM	SentinelOne's (NYSE:S) Q1 Earnings Results: Revenue In Line With Expectations But Stock Drops 13.8% (StockStory)
04:19PM	SentinelOne: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	SentinelOne Announces First Quarter Fiscal Year 2026 Financial Results (Business Wire)
May-27-25 05:51AM	Meet the AI Stock With 100% Potential Upside Over the Next 3 Years (Motley Fool)
03:02AM	SentinelOne (S) Q1 Earnings: What To Expect (StockStory)
May-26-25 12:48PM	SentinelOne Gears Up to Post Q1 Earnings: Buy, Sell or Hold the Stock? (Zacks)
09:18AM	Cantor Fitzgerald Reaffirms Price Target on SentinelOne (S), Citing Cloud and SIEM Strength (Insider Monkey)
May-21-25 09:00AM	SentinelOne Honors Innovative Cybersecurity Partners at 2025 APJ PartnerOne Summit Awards (Business Wire)
May-20-25 09:00AM	SentinelOne Announces LABScon 2025 (Business Wire)
12:37AM	1 Stock Under $50 Worth Your Attention and 2 to Avoid (StockStory)
May-19-25 06:00PM	SentinelOne (S) Stock Dips While Market Gains: Key Facts (Zacks)
01:14PM	SentinelOne Rises 25% in a Month: Should You Still Buy the Stock? (Zacks)
10:28AM	CRWD Rises 25% in 6 Months: Should You Buy, Sell or Hold the Stock? (Zacks)
May-17-25 04:55AM	4 Top Cybersecurity Stocks to Buy in May (Motley Fool)
May-15-25 09:00AM	SentinelOne Achieves FedRAMP-High Authorization for Purple AI, CNAPP and Hyperautomation Solutions (Business Wire)
May-14-25 09:30AM	Is It Worth Investing in SentinelOne (S) Based on Wall Street's Bullish Views? (Zacks)
May-13-25 09:00PM	Where Will SentinelOne Stock Be in 1 Year? (Motley Fool)
06:00PM	SentinelOne (S) Rises Higher Than Market: Key Facts (Zacks)
04:05PM	SentinelOne Announces Date of Fiscal First Quarter 2026 Financial Results Conference Call (Business Wire)
10:15AM	Prediction: This AI Stock Will Be Worth More Than IonQ by 2030 (Motley Fool)
May-09-25 12:34AM	2 Growth Stocks with All-Star Potential and 1 to Question (StockStory)
May-07-25 07:27PM	SentinelOne: America's Cybersecurity Outcast (Downgrade) (Seeking Alpha)
04:23PM	SentinelOne, Inc. (S): Among Stocks That Will Make You Rich In 3 Years (Insider Monkey)
May-06-25 04:50AM	3 Cybersecurity Stocks You Can Buy and Hold for the Next Decade (Motley Fool)
12:00AM	2 Reasons to Like S and 1 to Stay Skeptical (StockStory)
May-05-25 06:00PM	SentinelOne (S) Ascends While Market Falls: Some Facts to Note (Zacks)
01:20PM	Fidelity International Real Estate Fund Q1 2025 Commentary (Seeking Alpha)
10:35AM	Fidelity Diversified International Fund Q1 2025 Commentary (Seeking Alpha)
May-01-25 09:00AM	SentinelOne Wins Best Endpoint Security and Cloud Security at the 2025 SC Awards (Business Wire)
Apr-30-25 11:00PM	Is SentinelOne, Inc. (S) the Best Cybersecurity Stock to Invest in Under $20? (Insider Monkey)
Apr-29-25 06:00PM	SentinelOne (S) Rises Higher Than Market: Key Facts (Zacks)
06:00AM	SentinelOne Brings Deep Security Reasoning, Agentic Detection and Response, and Hyperautomation Workflows to Any SIEM or Data Source with Purple AI 'Athena Release (Business Wire)
Apr-28-25 06:15PM	SentinelOne (S) Outperforms Broader Market: What You Need to Know (Zacks)
Apr-25-25 12:32PM	Ex-CISA boss says Trump actions risk 'dangerously degrading' US cyber defenses (Reuters)
11:25AM	What Wall Street is saying about Alphabet ahead of earnings (TipRanks)
10:24AM	SentinelOne Stock 39% Below Its 52-Week High: Should You Buy the Dip? (Zacks)
10:18AM	Lithium Junior Miners News For The Month Of April 2025 (Seeking Alpha)
Apr-24-25 08:30AM	4 Reasons CrowdStrike Is Still a Top Artificial Intelligence Stock Buy Right Now (Motley Fool)
Apr-23-25 09:45AM	Roth starts on cyber stocks with bullish views on CrowdStrike, CyberArk, Okta (Investing.com) +5.81%
09:37AM	Lockheed upgraded, Oracle downgraded: Wall Street's top analyst calls (The Fly)
05:05AM	2 Artificial Intelligence (AI) Stocks to Buy on the Dip Right Now (Motley Fool)
Apr-22-25 06:00PM	SentinelOne (S) Advances But Underperforms Market: Key Facts (Zacks)
09:30AM	Is SentinelOne (S) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Apr-21-25 10:49AM	CrowdStrike Trades at Premium Valuation: Buy, Sell or Hold the Stock? (Zacks)
Apr-19-25 07:20AM	SentinelOne: One Of The Better Growth Names To Buy Today (Seeking Alpha)
Apr-18-25 11:55AM	Trump Trade: President said to end IRS Direct File, block DeepSeek (TipRanks)
05:45AM	4 Top Cybersecurity Stocks to Buy in April (Motley Fool)
Apr-16-25 05:08PM	Ex-CISA chief Chris Krebs leaving SentinelOne following Trump pressure (Reuters)
04:21PM	Former Trump Official Targeted With Government Probe Vows to Fight (The Wall Street Journal)
Apr-15-25 06:15PM	SentinelOne (S) Gains As Market Dips: What You Should Know (Zacks)

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Smith Ric	President, Prod Tech & Ops	Jun 06 '25	Sale	18.28	27,481	502,353	1,030,544	Jun 10 04:21 PM
Smith Ric	President, Prod Tech & Ops	Jun 09 '25	Sale	18.30	23,518	430,379	1,007,026	Jun 10 04:21 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Jun 06 '25	Sale	18.28	11,097	202,853	596,332	Jun 10 04:20 PM
TOMASELLO ROBIN	Chief Accounting Officer	Jun 06 '25	Sale	18.28	5,996	109,607	308,591	Jun 10 04:18 PM
Weingarten Tomer	President, CEO	Jun 06 '25	Sale	18.28	38,684	707,144	1,532,376	Jun 10 04:14 PM
RIC SMITH	Officer	Jun 09 '25	Proposed Sale	18.36	23,518	431,790		Jun 09 04:30 PM
RIC SMITH	Officer	Jun 06 '25	Proposed Sale	18.12	2,966	53,744		Jun 06 04:24 PM
Smith Ric	President, Prod Tech & Ops	May 06 '25	Sale	18.54	3,187	59,093	1,058,025	May 07 04:08 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	May 06 '25	Sale	18.54	1,335	24,753	607,429	May 07 04:06 PM
Weingarten Tomer	President, CEO	May 06 '25	Sale	18.54	10,336	191,655	1,571,060	May 07 04:04 PM
Weingarten Tomer	President, CEO	Apr 24 '25	Sale	17.82	60,864	1,084,797	1,581,396	Apr 25 07:38 PM
Weingarten Tomer	President, CEO	Apr 23 '25	Sale	17.39	60,864	1,058,194	1,581,396	Apr 24 04:09 PM
Weingarten Tomer	President, CEO	Apr 22 '25	Sale	16.33	60,864	993,660	1,581,396	Apr 24 04:09 PM
Smith Ric	President, Prod Tech & Ops	Mar 27 '25	Sale	19.77	10,624	210,036	488,122	Mar 28 07:46 PM
Smith Ric	President, Prod Tech & Ops	Mar 28 '25	Sale	18.78	10,851	203,770	477,271	Mar 28 07:46 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Mar 27 '25	Sale	19.77	2,234	44,166	426,283	Mar 28 07:24 PM
Larson Barbara A	Chief Financial Officer	Mar 27 '25	Sale	19.77	10,172	201,100	473,223	Mar 28 07:20 PM
TOMASELLO ROBIN	Chief Accounting Officer	Mar 27 '25	Sale	19.77	1,496	29,576	233,484	Mar 28 07:19 PM
Weingarten Tomer	President, CEO	Mar 27 '25	Sale	19.77	20,186	399,077	900,111	Mar 28 07:16 PM
RIC SMITH	Officer	Mar 28 '25	Proposed Sale	19.35	10,851	209,967		Mar 28 04:21 PM
Weingarten Tomer	President, CEO	Mar 21 '25	Option Exercise	0.00	40,803	0	981,161	Mar 25 08:10 PM
Weingarten Tomer	President, CEO	Mar 21 '25	Sale	19.17	60,864	1,166,538	920,297	Mar 25 08:10 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Mar 21 '25	Option Exercise	0.00	9,396	0	428,517	Mar 25 08:08 PM
Smith Ric	President, Prod Tech & Ops	Mar 21 '25	Option Exercise	0.00	21,475	0	498,746	Mar 25 08:05 PM
TOMASELLO ROBIN	Chief Accounting Officer	Mar 21 '25	Option Exercise	0.00	4,295	0	234,980	Mar 25 08:04 PM
Larson Barbara A	Chief Financial Officer	Mar 21 '25	Option Exercise	0.00	34,907	0	483,395	Mar 25 08:03 PM
Weingarten Tomer	President, CEO	Mar 19 '25	Sale	19.59	81,619	1,598,982	879,494	Mar 21 07:28 PM
Weingarten Tomer	President, CEO	Mar 20 '25	Sale	19.46	60,864	1,184,267	879,494	Mar 21 07:28 PM
Smith Ric	President, Prod Tech & Ops	Mar 18 '25	Sale	19.10	31,659	604,731	477,271	Mar 19 09:26 PM
Tomer Weingarten	Officer	Mar 19 '25	Proposed Sale	19.44	385,939	7,502,654		Mar 19 05:10 PM
RIC SMITH	Officer	Mar 18 '25	Proposed Sale	18.91	31,659	598,672		Mar 18 04:29 PM
Weingarten Tomer	President, CEO	Mar 06 '25	Sale	19.55	39,477	771,815	900,249	Mar 07 04:51 PM
TOMASELLO ROBIN	Chief Accounting Officer	Mar 06 '25	Sale	19.55	6,378	124,690	230,685	Mar 07 04:49 PM
Smith Ric	President, Prod Tech & Ops	Mar 06 '25	Sale	19.55	20,188	394,704	508,930	Mar 07 04:47 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Mar 06 '25	Sale	19.55	7,045	137,731	419,121	Mar 07 04:46 PM
Smith Ric	President, Prod Tech & Ops	Feb 25 '25	Sale	20.96	14,584	305,608	529,118	Feb 26 04:47 PM
Weingarten Tomer	President, CEO	Feb 13 '25	Sale	24.53	60,864	1,492,982	939,726	Feb 14 04:18 PM
Weingarten Tomer	President, CEO	Feb 11 '25	Sale	24.22	70,642	1,710,963	939,726	Feb 13 09:10 PM
Weingarten Tomer	President, CEO	Feb 12 '25	Sale	23.98	60,864	1,459,440	939,726	Feb 13 09:10 PM
Tomer Weingarten	Officer	Feb 11 '25	Proposed Sale	24.61	192,370	4,734,226		Feb 11 04:26 PM
Weingarten Tomer	President, CEO	Feb 06 '25	Sale	23.95	10,178	243,762	949,504	Feb 07 06:44 PM
Smith Ric	President, Prod Tech & Ops	Feb 06 '25	Sale	23.95	2,341	56,067	529,118	Feb 07 06:43 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Feb 06 '25	Sale	23.95	1,011	24,213	426,166	Feb 07 06:41 PM
Smith Ric	President, Prod Tech & Ops	Jan 27 '25	Sale	23.29	14,583	339,620	531,459	Jan 28 07:32 PM
Weingarten Tomer	President, CEO	Jan 08 '25	Sale	22.33	60,864	1,359,099	959,682	Jan 10 04:31 PM
Weingarten Tomer	President, CEO	Jan 06 '25	Sale	22.83	60,864	1,389,306	959,682	Jan 08 07:21 PM
Weingarten Tomer	President, CEO	Jan 07 '25	Sale	22.52	60,864	1,370,621	959,682	Jan 08 07:21 PM
Smith Ric	President, Prod Tech & Ops	Dec 26 '24	Sale	22.75	14,583	331,816	531,459	Dec 27 08:54 PM
TMT Charitable Foundation, Inc	10% Owner	Dec 16 '24	Proposed Sale	24.00	266,646	6,399,504		Dec 16 04:29 PM
Weingarten Tomer	President, CEO	Dec 11 '24	Sale	23.61	82,116	1,938,948	959,682	Dec 13 07:11 PM
Weingarten Tomer	President, CEO	Dec 13 '24	Sale	23.74	60,864	1,444,644	959,682	Dec 13 07:11 PM
Weingarten Tomer	President, CEO	Dec 12 '24	Sale	23.68	60,864	1,441,004	959,682	Dec 13 07:11 PM
Smith Ric	President, Prod Tech & Ops	Dec 10 '24	Sale	23.98	41,170	987,055	531,459	Dec 12 06:16 PM
RIC SMITH	Officer	Dec 10 '24	Proposed Sale	24.67	84,920	2,094,976		Dec 10 04:27 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Dec 06 '24	Sale	25.04	11,097	277,869	425,950	Dec 10 04:25 PM
TOMASELLO ROBIN	Chief Accounting Officer	Dec 06 '24	Sale	25.04	8,440	211,338	227,815	Dec 10 04:23 PM
Smith Ric	President, Prod Tech & Ops	Dec 06 '24	Sale	25.04	24,467	612,654	558,045	Dec 10 04:22 PM
Weingarten Tomer	President, CEO	Dec 06 '24	Sale	25.04	38,607	966,719	980,934	Dec 10 04:18 PM
Weingarten Tomer	President, CEO	Nov 13 '24	Sale	28.01	60,864	1,705,032	1,019,541	Nov 15 04:07 PM
Insight Partners XI (Co-Invest	10% Owner	Nov 13 '24	Proposed Sale	28.00	1,618	45,304		Nov 13 07:03 PM
Weingarten Tomer	President, CEO	Nov 11 '24	Sale	27.63	70,655	1,951,972	1,019,541	Nov 13 07:02 PM
Weingarten Tomer	President, CEO	Nov 12 '24	Sale	27.61	60,864	1,680,400	1,019,541	Nov 13 07:02 PM
Insight Partners XI, L.P.	10% Owner	Nov 13 '24	Proposed Sale	28.00	70,497	1,973,916		Nov 13 07:00 PM
Insight Partners Fund X (Co-In	10% Owner	Nov 13 '24	Proposed Sale	28.00	419	11,732		Nov 13 06:56 PM
Insight Venture Partners X (Co	10% Owner	Nov 13 '24	Proposed Sale	28.00	21,611	605,108		Nov 13 06:53 PM
Insight Partners Fund X Follow	10% Owner	Nov 13 '24	Proposed Sale	28.00	4,340	121,520		Nov 13 06:50 PM
Insight Partners (Cayman) XI,	10% Owner	Nov 13 '24	Proposed Sale	28.00	77,233	2,162,524		Nov 13 06:46 PM
Insight Partners Fund X (Delaw	10% Owner	Nov 13 '24	Proposed Sale	28.00	756	21,168		Nov 13 06:42 PM
Insight Venture Partners (Dela	10% Owner	Nov 13 '24	Proposed Sale	28.00	144,074	4,034,072		Nov 13 06:37 PM
Insight Venture Partners X, L.	10% Owner	Nov 13 '24	Proposed Sale	28.00	908,279	25,431,812		Nov 13 06:33 PM
Insight Partners (Delaware) XI	10% Owner	Nov 13 '24	Proposed Sale	28.00	9,861	276,108		Nov 13 06:28 PM
Insight Partners Fund X (Cayma	10% Owner	Nov 13 '24	Proposed Sale	28.00	6,178	172,984		Nov 13 06:22 PM
Insight Partners (EU) XI, S.C.	10% Owner	Nov 13 '24	Proposed Sale	28.00	9,160	256,480		Nov 13 06:14 PM
Insight Venture Partners (Caym	10% Owner	Nov 13 '24	Proposed Sale	28.00	744,800	20,854,400		Nov 13 06:04 PM
Insight Partners XI (Co-Invest	10% Owner	Nov 13 '24	Proposed Sale	28.00	1,174	32,872		Nov 13 05:57 PM
Insight Partners XI (Co-Invest	10% Owner	Nov 11 '24	Proposed Sale	28.00	809	22,652		Nov 12 11:16 AM
Insight Partners XI, L.P.	10% Owner	Nov 11 '24	Proposed Sale	28.00	35,248	986,944		Nov 12 11:14 AM
Insight Partners Fund X (Co-In	10% Owner	Nov 11 '24	Proposed Sale	28.00	209	5,852		Nov 12 11:11 AM
Insight Venture Partners X (Co	10% Owner	Nov 11 '24	Proposed Sale	28.00	10,806	302,568		Nov 12 11:08 AM
Insight Partners Fund X Follow	10% Owner	Nov 11 '24	Proposed Sale	28.00	2,170	60,760		Nov 12 11:05 AM
Insight Partners (Cayman) XI,	10% Owner	Nov 11 '24	Proposed Sale	28.00	38,616	1,081,248		Nov 12 11:03 AM
Insight Partners Fund X (Delaw	10% Owner	Nov 11 '24	Proposed Sale	28.00	378	10,584		Nov 12 11:01 AM
Insight Venture Partners (Dela	10% Owner	Nov 11 '24	Proposed Sale	28.00	72,037	2,017,036		Nov 12 10:58 AM
Insight Venture Partners X, L.	10% Owner	Nov 11 '24	Proposed Sale	28.00	454,140	12,715,920		Nov 12 10:55 AM
Insight Partners (Delaware) XI	10% Owner	Nov 11 '24	Proposed Sale	28.00	4,931	138,068		Nov 12 10:53 AM
Insight Partners Fund X (Cayma	10% Owner	Nov 11 '24	Proposed Sale	28.00	3,089	86,492		Nov 12 10:48 AM
Insight Partners (EU) XI, S.C.	10% Owner	Nov 11 '24	Proposed Sale	28.00	4,580	128,240		Nov 12 10:45 AM
Insight Venture Partners (Caym	10% Owner	Nov 11 '24	Proposed Sale	28.00	372,400	10,427,200		Nov 12 10:42 AM
Insight Partners XI (Co-Invest	10% Owner	Nov 11 '24	Proposed Sale	28.00	587	16,436		Nov 12 10:33 AM
Tomer Weingarten	Officer	Nov 11 '24	Proposed Sale	27.18	600,881	16,331,946		Nov 12 08:07 AM
David Bernhardt	Officer	Nov 11 '24	Proposed Sale	27.18	4,021	109,291		Nov 12 08:07 AM
Weingarten Tomer	President, CEO	Nov 06 '24	Sale	26.25	10,165	266,831	1,029,332	Nov 08 06:07 PM
Smith Ric	President, Prod Tech & Ops	Nov 06 '24	Sale	26.25	3,135	82,294	582,512	Nov 08 05:55 PM
Conder Keenan Michael	Chief Legal Officer & Sec'y	Nov 06 '24	Sale	26.25	1,316	34,545	437,047	Nov 08 05:54 PM
Smith Ric	President, Prod Tech & Ops	Oct 25 '24	Sale	26.28	14,583	383,297	585,647	Oct 29 05:18 PM
Weingarten Tomer	President, CEO	Oct 09 '24	Sale	25.30	60,864	1,540,044	1,039,497	Oct 11 05:15 PM
Weingarten Tomer	President, CEO	Oct 08 '24	Sale	24.31	60,864	1,479,826	1,039,497	Oct 09 06:12 PM
Weingarten Tomer	President, CEO	Oct 07 '24	Sale	23.42	60,864	1,425,167	1,039,497	Oct 09 06:12 PM
Smith Ric	CPO and CTO	Sep 25 '24	Sale	24.20	14,583	352,909	585,647	Sep 27 04:14 PM
Weingarten Tomer	President, CEO	Sep 13 '24	Sale	22.57	60,864	1,373,597	1,039,497	Sep 17 04:09 PM

PLMR Palomar Holdings Inc daily Stock Chart

Peers: ALL TRV ACGL PGR CB WRB HIG AIG MKL SIGI

| Held by: IJR VTI IWM VXF VB AVUV IJT IWO SPSM VBK

Index	RUT	P/E	30.80	EPS (ttm)	5.01	Insider Own	2.38%	Shs Outstand	26.74M	Perf Week	-3.63%
Market Cap	4.12B	Forward P/E	18.98	EPS next Y	8.13	Insider Trans	-12.76%	Shs Float	26.11M	Perf Month	-5.90%
Enterprise Value	-	PEG	1.35	EPS next Q	1.71	Inst Own	93.48%	Short Float	1.94%	Perf Quarter	12.78%
Income	134.11M	P/S	6.77	EPS this Y	37.37%	Inst Trans	0.28%	Short Ratio	1.56	Perf Half Y	46.89%
Sales	609.06M	P/B	5.22	EPS next Y	16.21%	ROA	8.93%	Short Interest	0.51M	Perf YTD	46.08%
Book/sh	29.57	P/C	-	EPS next 5Y	22.76%	ROE	20.76%	52W High	175.85 -12.28%	Perf Year	97.68%
Cash/sh	-	P/FCF	13.10	EPS past 3/5Y	36.68% 55.93%	ROIC	16.97%	52W Low	79.82 93.25%	Perf 3Y	150.85%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	30.70% 37.32%	Gross Margin	-	Volatility	3.62% 3.25%	Perf 5Y	84.49%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	44.54%	Oper. Margin	27.93%	ATR (14)	5.16	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	-	Sales Y/Y TTM	50.29%	Profit Margin	22.02%	RSI (14)	43.80	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	1.61	EPS Q/Q	51.22%	SMA20	-4.23%	Beta	0.46	Target Price	182.83
Payout	0.00%	Debt/Eq	0.00	Sales Q/Q	47.12%	SMA50	-2.28%	Rel Volume	0.78	Prev Close	153.38
Employees	253	LT Debt/Eq	0.00	Earnings	May 05 AMC	SMA200	25.73%	Avg Volume	324.92K	Price	154.25
IPO	Apr 17, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.64% -0.60%	Trades		Volume	252,571	Change	0.57%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-08-25	Upgrade	JP Morgan	Neutral → Overweight	$150
Apr-08-24	Downgrade	JP Morgan	Overweight → Neutral	$79 → $85
Mar-14-24	Upgrade	Jefferies	Hold → Buy	$78 → $88
May-16-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$59 → $64
Jan-10-23	Downgrade	Evercore ISI	Outperform → In-line	$52
Dec-12-22	Initiated	Jefferies	Hold	$55
Oct-18-22	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Oct-12-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$88 → $90
Jun-22-22	Upgrade	Piper Sandler	Neutral → Overweight	$70
Dec-15-21	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$85
Nov-08-21	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Apr-16-21	Resumed	JP Morgan	Overweight	$120 → $91
Mar-26-21	Upgrade	Barclays	Equal Weight → Overweight	$94
Nov-17-20	Initiated	Barclays	Equal Weight	$82
Nov-12-20	Downgrade	Piper Sandler	Overweight → Neutral	$110 → $95
Oct-16-19	Initiated	JMP Securities	Mkt Outperform	$50
May-15-19	Initiated	William Blair	Outperform
May-13-19	Initiated	SunTrust	Buy	$27
May-13-19	Initiated	Keefe Bruyette	Outperform	$24
May-13-19	Initiated	Evercore ISI	Outperform

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Jun-02-25 12:45PM	Looking for a Growth Stock? 3 Reasons Why Palomar (PLMR) is a Solid Choice (Zacks)
May-29-25 04:15PM	Palomar Holdings, Inc. Announces Successful Completion of June 1 Reinsurance Placement (GlobeNewswire)
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Palomar Holdings, Inc. is a specialty insurance company, which engages in the provision of property and casualty insurance products to individuals and businesses. The firm focuses on the residential and commercial earthquake markets in earthquake-exposed states such as California, Oregon, and Washington and states with exposure to the New Madrid Seismic Zone. It offers property and casualty insurance. The company was founded by Armstrong Mac and Fisher Heath in February 2014 and is headquartered in La Jolla, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Carter, Timothy	Officer	Jun 27 '25	Proposed Sale	155.71	787	122,543		Jun 25 04:18 PM
Armstrong Mac	CEO and Chairman	Jun 23 '25	Sale	158.14	5,000	790,694	387,388	Jun 25 04:15 PM
ARMSTRONG FAMILY TRUST U/A DTD	Director	Jun 23 '25	Proposed Sale	155.67	5,000	778,350		Jun 23 04:25 PM
Uchida T Christopher	Chief Financial Officer	Jun 18 '25	Sale	158.69	500	79,345	7,420	Jun 18 07:55 PM
Armstrong Mac	CEO and Chairman	May 21 '25	Sale	161.96	5,000	809,800	392,388	May 21 09:29 PM
Uchida T Christopher	Chief Financial Officer	May 21 '25	Sale	159.77	500	79,885	7,920	May 21 09:29 PM
CHRISTOPHER UCHIDA	Officer	May 21 '25	Proposed Sale	159.09	2,000	318,180		May 21 04:19 PM
ARMSTRONG FAMILY TRUST U/A DTD	Director	May 21 '25	Proposed Sale	159.09	5,000	795,450		May 21 04:19 PM
Uchida T Christopher	Chief Financial Officer	May 18 '25	Option Exercise	0.00	1,530	0	9,202	May 20 04:15 PM
Uchida T Christopher	Chief Financial Officer	May 18 '25	Sale	159.03	782	124,361	8,420	May 20 04:15 PM
Knutzen Jonathan	Chief Risk Officer	May 18 '25	Option Exercise	0.00	612	0	21,160	May 20 04:15 PM
Knutzen Jonathan	Chief Risk Officer	May 18 '25	Sale	159.03	281	44,687	20,879	May 20 04:15 PM
Christianson Jon	President	May 18 '25	Option Exercise	0.00	1,020	0	59,058	May 20 04:15 PM
Christianson Jon	President	May 18 '25	Sale	159.03	521	82,855	58,537	May 20 04:15 PM
Knutzen, Jonathan (PLMR)	Officer	May 18 '25	Proposed Sale	160.02	367	58,726		May 14 04:20 PM
Christianson, Jon Marcus (PLMR	Officer	May 18 '25	Proposed Sale	159.93	612	97,877		May 14 04:19 PM
Uchida, T. Christopher	Officer	May 18 '25	Proposed Sale	159.93	918	146,816		May 14 04:19 PM
Armstrong Mac	CEO and Chairman	Apr 21 '25	Sale	145.41	5,000	727,032	397,388	Apr 23 04:15 PM
ARMSTRONG FAMILY TRUST U/A DTD	Director	Apr 21 '25	Proposed Sale	149.79	5,000	748,950		Apr 21 04:17 PM
Armstrong Mac	CEO and Chairman	Apr 15 '25	Option Exercise	0.00	6,250	0	73,388	Apr 17 04:15 PM
Armstrong Mac	CEO and Chairman	Apr 15 '25	Sale	153.04	3,202	490,042	70,186	Apr 17 04:15 PM
Uchida T Christopher	Chief Financial Officer	Apr 16 '25	Sale	153.04	500	76,520	7,672	Apr 17 04:15 PM
Armstrong, Mac	Officer	Apr 15 '25	Proposed Sale	142.99	3,500	500,465		Apr 15 04:15 PM
Uchida T Christopher	Chief Financial Officer	Apr 14 '25	Sale	150.24	1,000	150,240	8,172	Apr 15 04:15 PM
Uchida T Christopher	Chief Financial Officer	Apr 09 '25	Sale	144.00	1,000	144,000	9,172	Apr 09 07:47 PM
CHRISTOPHER UCHIDA	Officer	Apr 09 '25	Proposed Sale	131.06	2,500	327,650		Apr 09 04:17 PM
Uchida T Christopher	Chief Financial Officer	Mar 31 '25	Sale	139.00	1,000	139,000	10,172	Mar 31 07:33 PM
Armstrong Mac	CEO and Chairman	Mar 21 '25	Sale	129.72	5,000	648,576	402,388	Mar 21 06:22 PM
Uchida T Christopher	Chief Financial Officer	Mar 17 '25	Sale	134.00	1,000	134,000	11,172	Mar 18 04:15 PM
CHRISTOPHER UCHIDA	Officer	Mar 17 '25	Proposed Sale	131.77	2,000	263,540		Mar 17 04:35 PM
Uchida T Christopher	Chief Financial Officer	Mar 14 '25	Option Exercise	49.53	2,524	125,014	17,177	Mar 17 04:15 PM
Uchida T Christopher	Chief Financial Officer	Mar 14 '25	Sale	129.37	5,005	647,476	12,172	Mar 17 04:15 PM
Christianson Jon	President	Mar 14 '25	Option Exercise	15.00	18,000	270,000	76,038	Mar 17 04:15 PM
Christianson Jon	President	Mar 14 '25	Sale	130.37	18,000	2,346,590	58,038	Mar 17 04:15 PM
JON MARCUS CHRISTIANSON	Officer	Mar 14 '25	Proposed Sale	127.39	18,000	2,293,020		Mar 14 04:24 PM
CHRISTOPHER UCHIDA	Officer	Mar 14 '25	Proposed Sale	127.39	5,005	637,587		Mar 14 04:22 PM
Grant Angela L.	Chief Legal Officer	Mar 11 '25	Option Exercise	57.51	297	17,080	5,230	Mar 12 05:00 PM
Grant Angela L.	Chief Legal Officer	Mar 11 '25	Sale	125.98	2,368	298,321	2,862	Mar 12 05:00 PM
ANGELA GRANT	Officer	Mar 11 '25	Proposed Sale	126.09	2,368	298,581		Mar 11 04:34 PM
ARMSTRONG FAMILY TRUST U/A DTD	Director	Mar 05 '25	Proposed Sale	127.18	10,000	1,271,800		Mar 05 04:26 PM
BRADLEY THOMAS A	Director	Feb 28 '25	Option Exercise	0.00	1,331	0	6,055	Mar 03 06:11 PM
Uchida T Christopher	Chief Financial Officer	Feb 18 '25	Option Exercise	0.00	1,530	0	16,235	Feb 20 06:10 PM
Uchida T Christopher	Chief Financial Officer	Feb 19 '25	Sale	123.26	1,030	126,958	14,653	Feb 20 06:10 PM
Uchida T Christopher	Chief Financial Officer	Feb 18 '25	Sale	123.26	552	68,039	15,683	Feb 20 06:10 PM
Christianson Jon	President	Feb 18 '25	Option Exercise	0.00	1,020	0	58,279	Feb 20 04:15 PM
Christianson Jon	President	Feb 18 '25	Sale	123.26	368	45,358	57,911	Feb 20 04:15 PM
Knutzen Jonathan	Chief Risk Officer	Feb 18 '25	Option Exercise	0.00	612	0	20,710	Feb 20 04:15 PM
Knutzen Jonathan	Chief Risk Officer	Feb 18 '25	Sale	123.26	189	23,296	20,521	Feb 20 04:15 PM
Uchida, T. Christopher (PLMR)	Officer	Feb 18 '25	Proposed Sale	109.74	765	83,951		Feb 14 04:28 PM
Christianson, Jon Marcus	Officer	Feb 18 '25	Proposed Sale	109.74	510	55,967		Feb 14 04:27 PM
Uchida T Christopher	Chief Financial Officer	Feb 13 '25	Sale	117.41	3,804	446,637	14,705	Feb 14 04:15 PM
CHRISTOPHER UCHIDA	Officer	Feb 13 '25	Proposed Sale	108.99	3,804	414,598		Feb 13 04:33 PM
Armstrong Mac	CEO and Chairman	Jan 31 '25	Option Exercise	0.00	4,266	0	69,248	Feb 04 05:23 PM
Armstrong Mac	CEO and Chairman	Jan 31 '25	Sale	104.50	2,237	233,766	67,011	Feb 04 05:23 PM
Christianson Jon	President	Jan 31 '25	Option Exercise	0.00	996	0	57,615	Feb 04 05:21 PM
Christianson Jon	President	Jan 31 '25	Sale	104.51	356	37,206	57,259	Feb 04 05:21 PM
Uchida T Christopher	Chief Financial Officer	Jan 31 '25	Option Exercise	0.00	1,054	0	18,899	Feb 04 05:19 PM
Uchida T Christopher	Chief Financial Officer	Jan 31 '25	Sale	104.47	390	40,743	18,509	Feb 04 05:19 PM
Grant Angela L.	Chief Legal Officer	Jan 31 '25	Option Exercise	0.00	712	0	5,197	Feb 04 05:17 PM
Grant Angela L.	Chief Legal Officer	Jan 31 '25	Sale	104.53	264	27,596	4,933	Feb 04 05:17 PM
Knutzen Jonathan	Chief Risk Officer	Jan 31 '25	Option Exercise	0.00	890	0	20,380	Feb 04 05:15 PM
Knutzen Jonathan	Chief Risk Officer	Jan 31 '25	Sale	104.46	282	29,458	20,098	Feb 04 05:15 PM
Grant Angela L.	Chief Legal Officer	Jan 29 '25	Option Exercise	0.00	1,094	0	4,879	Jan 31 04:14 PM
Grant Angela L.	Chief Legal Officer	Jan 29 '25	Sale	108.34	394	42,686	4,485	Jan 31 04:14 PM
Knutzen Jonathan	Chief Risk Officer	Jan 29 '25	Option Exercise	0.00	1,231	0	19,869	Jan 31 04:12 PM
Knutzen Jonathan	Chief Risk Officer	Jan 29 '25	Sale	108.34	379	41,061	19,490	Jan 31 04:12 PM
Christianson Jon	President	Jan 29 '25	Option Exercise	0.00	1,326	0	57,097	Jan 31 04:10 PM
Christianson Jon	President	Jan 29 '25	Sale	108.34	478	51,787	56,619	Jan 31 04:10 PM
Armstrong Mac	CEO and Chairman	Jan 29 '25	Option Exercise	0.00	4,787	0	67,426	Jan 31 04:04 PM
Armstrong Mac	CEO and Chairman	Jan 29 '25	Sale	108.34	2,444	264,783	64,982	Jan 31 04:04 PM
Uchida T Christopher	Chief Financial Officer	Jan 29 '25	Option Exercise	0.00	1,409	0	18,352	Jan 31 04:00 PM
Uchida T Christopher	Chief Financial Officer	Jan 29 '25	Sale	108.34	507	54,928	17,845	Jan 31 04:00 PM
Grant Angela L.	Chief Legal Officer	Jan 26 '25	Option Exercise	0.00	1,968	0	4,263	Jan 28 05:26 PM
Grant Angela L.	Chief Legal Officer	Jan 26 '25	Sale	101.70	717	72,919	2,951	Jan 28 05:26 PM
Knutzen Jonathan	Chief Risk Officer	Jan 26 '25	Option Exercise	0.00	889	0	18,916	Jan 28 05:26 PM
Knutzen Jonathan	Chief Risk Officer	Jan 26 '25	Sale	101.69	278	28,270	18,638	Jan 28 05:26 PM
Uchida T Christopher	Chief Financial Officer	Jan 26 '25	Option Exercise	0.00	1,079	0	17,337	Jan 28 05:25 PM
Uchida T Christopher	Chief Financial Officer	Jan 26 '25	Sale	101.69	394	40,066	16,943	Jan 28 05:25 PM
Armstrong Mac	CEO and Chairman	Jan 26 '25	Option Exercise	0.00	5,398	0	65,430	Jan 28 05:25 PM
Armstrong Mac	CEO and Chairman	Jan 26 '25	Sale	101.69	2,791	283,817	62,639	Jan 28 05:25 PM
Christianson Jon	President	Jan 26 '25	Option Exercise	0.00	1,016	0	56,142	Jan 28 05:24 PM
Christianson Jon	President	Jan 26 '25	Sale	101.69	371	37,727	55,771	Jan 28 05:24 PM
Grant, Angela L. (PLMR)	Officer	Jan 26 '25	Proposed Sale	110.00	1,000	110,000		Jan 24 04:24 PM
Knutzen, Jonathan (PLMR)	Officer	Jan 26 '25	Proposed Sale	110.00	450	49,500		Jan 24 04:23 PM
Christianson, Jon Marcus (PLMR	Officer	Jan 26 '25	Proposed Sale	110.00	520	57,200		Jan 24 04:23 PM
Uchida, T. Christopher (PLMR)	Officer	Jan 26 '25	Proposed Sale	110.00	550	60,500		Jan 24 04:22 PM
Armstrong, Mac (PLMR)	Officer	Jan 26 '25	Proposed Sale	110.00	2,700	297,000		Jan 24 04:22 PM
Uchida T Christopher	Chief Financial Officer	Jan 22 '25	Sale	109.65	1,030	112,940	16,258	Jan 22 09:29 PM
CHRISTOPHER UCHIDA	Officer	Jan 22 '25	Proposed Sale	109.60	1,359	148,946		Jan 22 04:20 PM
Armstrong Mac	CEO and Chairman	Jan 21 '25	Sale	109.76	7,000	768,302	412,388	Jan 22 04:17 PM
ARMSTRONG FAMILY TRUST U/A DTD	Director	Jan 21 '25	Proposed Sale	110.37	7,000	772,590		Jan 21 04:20 PM
Armstrong Mac	CEO and Chairman	Jan 15 '25	Option Exercise	0.00	6,250	0	63,186	Jan 21 04:06 PM
Armstrong Mac	CEO and Chairman	Jan 15 '25	Sale	109.27	3,154	344,638	60,032	Jan 21 04:06 PM
Armstrong, Mac (PLMR)	Officer	Jan 15 '25	Proposed Sale	105.00	3,200	336,000		Jan 13 08:22 PM
Grant Angela L.	Chief Legal Officer	Jan 01 '25	Option Exercise	0.00	3,936	0	4,039	Jan 03 08:01 PM
Grant Angela L.	Chief Legal Officer	Jan 01 '25	Sale	105.86	1,505	159,319	2,534	Jan 03 08:01 PM
Armstrong Mac	CEO and Chairman	Jan 01 '25	Option Exercise	0.00	10,794	0	61,106	Jan 03 08:01 PM
Armstrong Mac	CEO and Chairman	Jan 01 '25	Sale	105.86	4,170	441,436	56,936	Jan 03 08:01 PM
Uchida T Christopher	Chief Financial Officer	Jan 01 '25	Option Exercise	0.00	2,158	0	18,152	Jan 03 08:00 PM
Uchida T Christopher	Chief Financial Officer	Jan 01 '25	Sale	105.86	864	91,463	17,288	Jan 03 08:00 PM

Open in Screener

VITL

Vital Farms Inc

Jun 30 • 04:00PM ET

38.52

Dollar change -0.31
Percentage change -0.80	%

Consumer Defensive • Farm Products • USA • NASD

Peers: SYY TSN CALM POST HRL MDLZ PPC FLO BRID UNFI

| Held by: IWM VTI VXF VDC IWO SCHA VTWO DFAS DFAC AVSC

Index	RUT	P/E	34.22	EPS (ttm)	1.13	Insider Own	24.04%	Shs Outstand	44.50M	Perf Week	6.70%
Market Cap	1.72B	Forward P/E	24.90	EPS next Y	1.55	Insider Trans	-3.95%	Shs Float	33.84M	Perf Month	20.56%
Enterprise Value	1.57B	PEG	1.73	EPS next Q	0.28	Inst Own	88.93%	Short Float	22.80%	Perf Quarter	29.61%
Income	51.27M	P/S	2.77	EPS this Y	8.71%	Inst Trans	4.48%	Short Ratio	9.06	Perf Half Y	-2.06%
Sales	620.57M	P/B	5.93	EPS next Y	20.60%	ROA	15.14%	Short Interest	7.72M	Perf YTD	2.20%
Book/sh	6.49	P/C	10.64	EPS next 5Y	19.76%	ROE	20.42%	52W High	48.41 -20.43%	Perf Year	-16.66%
Cash/sh	3.62	P/FCF	112.24	EPS past 3/5Y	176.28% 81.00%	ROIC	17.17%	52W Low	27.91 38.02%	Perf 3Y	320.52%
Dividend Est.	-	EV/EBITDA	19.82	Sales past 3/5Y	32.46% 33.92%	Gross Margin	37.26%	Volatility	4.16% 4.00%	Perf 5Y	-
Dividend TTM	-	EV/Sales	2.54	EPS Y/Y TTM	30.96%	Oper. Margin	9.85%	ATR (14)	1.44	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.91	Sales Y/Y TTM	23.96%	Profit Margin	8.26%	RSI (14)	71.69	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	3.35	EPS Q/Q	-14.96%	SMA20	13.49%	Beta	0.94	Target Price	45.00
Payout	0.00%	Debt/Eq	0.07	Sales Q/Q	9.64%	SMA50	13.35%	Rel Volume	1.00	Prev Close	38.83
Employees	598	LT Debt/Eq	0.03	Earnings	May 08 BMO	SMA200	10.17%	Avg Volume	851.57K	Price	38.52
IPO	Jul 31, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	44.19% -0.49%	Trades		Volume	853,276	Change	-0.80%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-25	Initiated	BMO Capital Markets	Outperform	$44
Mar-24-25	Initiated	Morgan Stanley	Overweight	$30
Feb-28-25	Upgrade	Stifel	Hold → Buy	$44
Jan-27-25	Initiated	Telsey Advisory Group	Outperform	$52
Dec-20-24	Initiated	Craig Hallum	Buy	$50
Aug-09-24	Upgrade	TD Cowen	Hold → Buy	$44
May-10-24	Downgrade	Stifel	Buy → Hold	$30 → $40
Apr-10-24	Initiated	William Blair	Outperform
Dec-08-23	Initiated	DA Davidson	Buy	$21
Sep-13-23	Initiated	TD Cowen	Market Perform	$13
Apr-14-23	Resumed	Stifel	Buy	$18
Apr-13-23	Initiated	Needham	Hold
Mar-24-23	Initiated	Lake Street	Buy	$22
Sep-30-22	Initiated	UBS	Buy	$16
Jul-20-22	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$12
Sep-10-21	Initiated	Cowen	Outperform	$23
Mar-30-21	Initiated	DA Davidson	Buy	$28
Aug-25-20	Initiated	Stifel	Buy	$43
Aug-25-20	Initiated	Morgan Stanley	Equal-Weight	$37
Aug-25-20	Initiated	Jefferies	Buy	$47

Show Previous Ratings

Jun-27-25 08:33AM	5 Revealing Analyst Questions From Vital Farms's Q1 Earnings Call (StockStory)
Jun-26-25 05:00AM	Vital Farms cooks up sponsorship, custom ad for Hulu hit The Bear (Marketing Dive)
Jun-25-25 10:23AM	CALM's Strategic Cage-Free Expansion Sets It for Solid Market Gains (Zacks)
08:30AM	Vital Farms Whisks Up Custom Ad Spot & Sponsorship Celebrating FXs The Bear Season Four Starring Emmy® Winner Liza Colón-Zayas (GlobeNewswire)
08:30AM	Vital Farms Whisks Up Custom Ad Spot & Sponsorship Celebrating FX's The Bear Season Four Starring Emmy Winner Liza Colon-Zayas (GlobeNewswire)
03:26PM	Loading…
Jun-23-25 03:26PM	Vital Farms, Inc. (VITL): A Bull Case Theory (Insider Monkey)
10:16AM	Are Options Traders Betting on a Big Move in Vital Farms Stock? (Zacks)
Jun-20-25 06:00PM	Vital Farms (VITL) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
Jun-19-25 12:31AM	2 Russell 2000 Stocks with Exciting Potential and 1 to Keep Off Your Radar (StockStory)
Jun-13-25 12:09PM	Can CALM Sustain Elevated Sales Volumes in the Coming Quarters? (Zacks)
Jun-12-25 09:30AM	Vital Farms (VITL) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
Jun-10-25 10:57AM	Cal-Maine Foods Stock Soars 67% in a Year: Can It Sustain the Rally? (Zacks)
Jun-09-25 09:58AM	VITL Q1 Earnings Call: Supply Chain Expansion and Tariff Impacts Guide 2025 Outlook (StockStory)
May-26-25 12:41PM	Cal-Maine Vs Vital Farms: Which Egg Stock Should Be in Your Basket? (Zacks)
10:57AM	Best Natural and Organic Food Stocks to Keep an Eye On in 2025 (Zacks)
08:30AM	Loading…
May-20-25 08:30AM	Vital Farms to Participate in June 2025 Investor Conferences (GlobeNewswire)
May-14-25 12:53PM	Egg Prices Decrease 13% in April: What's Next for the CALM Stock? (Zacks)
May-09-25 06:08AM	Why Vital Farms, Inc. (VITL) is Among the Best Agriculture Stocks to Buy Right Now (Insider Monkey)
03:19AM	Vital Farms Inc (VITL) Q1 2025 Earnings Call Highlights: Record Sales Amid Supply Challenges (GuruFocus.com)
May-08-25 08:30AM	Vital Farms (VITL) Tops Q1 Earnings Estimates (Zacks) -9.33%
07:29AM	Vital Farms: Q1 Earnings Snapshot (Associated Press Finance)
07:20AM	Vital Farms Reports First Quarter 2025 Financial Results (GlobeNewswire)
May-07-25 12:54PM	Vital Farms Q1 2025 Earnings Preview (Seeking Alpha)
10:10AM	Vital Farms Inc (VITL) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
09:41AM	Shopify initiated, Comcast downgraded: Wall Streets top analyst calls (TipRanks)
08:15AM	Hain Celestial (HAIN) Misses Q3 Earnings and Revenue Estimates (Zacks)
May-06-25 09:30AM	Wall Street Analysts See Vital Farms (VITL) as a Buy: Should You Invest? (Zacks)
May-05-25 12:42AM	2 Profitable Stocks That Stand Out and 1 to Question (StockStory)
May-02-25 09:00AM	Here is What to Know Beyond Why Vital Farms, Inc. (VITL) is a Trending Stock (Zacks)
12:33AM	1 Stock Under $50 for Long-Term Investors and 2 to Approach with Caution (StockStory)
10:01AM	Loading…
May-01-25 10:01AM	Earnings Preview: Vital Farms (VITL) Q1 Earnings Expected to Decline (Zacks)
Apr-30-25 05:03PM	TreeHouse Foods: Shares Are On Sale (Seeking Alpha)
Apr-29-25 06:00PM	Vital Farms (VITL) Advances But Underperforms Market: Key Facts (Zacks)
Apr-28-25 06:15PM	Vital Farms (VITL) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
05:02AM	Perishable Food Stocks Q4 Recap: Benchmarking Beyond Meat (NASDAQ:BYND) (StockStory)
Apr-24-25 08:30AM	Vital Farms to Report First Quarter 2025 Financial Results on May 8, 2025 (GlobeNewswire)
Apr-21-25 06:00PM	Vital Farms (VITL) Ascends While Market Falls: Some Facts to Note (Zacks)
Apr-17-25 06:15PM	Vital Farms (VITL) Stock Declines While Market Improves: Some Information for Investors (Zacks)
Apr-16-25 05:00PM	Vital Farms Publishes 2025 Impact Report, Underscoring Commitments to Long-Term, Positive Impact for all its Stakeholders (GlobeNewswire)
Apr-14-25 05:05AM	Q4 Earnings Highlights: Vital Farms (NASDAQ:VITL) Vs The Rest Of The Perishable Food Stocks (StockStory)
05:00AM	Weaponizing Tariffs: Best Stocks To Buy For A Recession (Seeking Alpha)
Apr-11-25 11:35AM	Best Natural and Organic Food Stocks to Buy Now in 2025 (Zacks)
Apr-10-25 06:00PM	Vital Farms (VITL) Stock Moves -1.45%: What You Should Know (Zacks)
01:25PM	Egg prices soar to record high as DOJ investigates America's largest egg producer (Yahoo Finance)
Apr-09-25 10:56AM	Vital Farms, Inc. (VITL): The Worst Small Cap Agriculture Stock to Buy (Insider Monkey)
Apr-08-25 09:30AM	Should You Invest in Vital Farms (VITL) Based on Bullish Wall Street Views? (Zacks)
Apr-04-25 06:00PM	Vital Farms (VITL) Stock Moves -0.46%: What You Should Know (Zacks)
Apr-02-25 08:55AM	Chicken N Pickle and Vital Farms Host 'Hop, Hunt & Brunch:' Two Eggscellent Weekends for the Whole Family - April 12-13 & 19-20 (PR Newswire)
Mar-31-25 09:03AM	1 Russell 2000 Stock with Exciting Potential and 2 to Avoid (StockStory)
Mar-28-25 06:00PM	Vital Farms (VITL) Stock Moves -1.82%: What You Should Know (Zacks)
Mar-21-25 04:43PM	Is Trending Stock Vital Farms, Inc. (VITL) a Buy Now? (Zacks) +5.27%
05:05AM	3 Big Reasons to Love Vital Farms (VITL) (StockStory)
Mar-19-25 06:00PM	Vital Farms (VITL) Stock Declines While Market Improves: Some Information for Investors (Zacks)
Mar-18-25 05:34PM	Egg prices are dropping, but egg stocks could be an attractive addition to the basket (Yahoo Finance) -6.33%
05:34PM	Egg prices are dropping, but egg stocks could be an attractive add to the basket (Yahoo Finance)
Mar-12-25 10:16AM	Egg prices soar 59% year over year while other breakfast foods also outpace inflation (Yahoo Finance)
Mar-10-25 09:01AM	1 Small-Cap Stock to Target This Week and 2 to Turn Down (StockStory)
Mar-06-25 09:00AM	Vital Farms, Inc. (VITL) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Feb-28-25 02:24PM	Vital Farms CEO says egg shortages will ease later this year (Yahoo Finance) +7.53%
02:24PM	Vital Farms CEO says egg shortages will ease later this year, no plans to raise prices (Yahoo Finance)
02:00PM	Egg producer Vital Farms isn't 'playing a short-term game': CEO (Yahoo Finance Video)
09:06AM	Stifel upgrades Vital Farms to buy on revenue growth (Investing.com)
02:16AM	Vital Farms Inc (VITL) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
Feb-27-25 08:28PM	Vital Farms caught fire because it is a great growth story, says Jim Cramer (CNBC TV) -9.12%
08:28PM	Jim Cramer takes a closer look at Vital Farms (CNBC TV)
10:00AM	Agriculture Secretary Rollins announces plan to lower egg prices (TipRanks)
08:35AM	Vital Farms (VITL) Q4 Earnings and Revenues Top Estimates (Zacks)
07:41AM	Vital Farms: Q4 Earnings Snapshot (Associated Press Finance)
07:35AM	Vital Farms (NASDAQ:VITL) Delivers Impressive Q4, Stock Soars (StockStory)
07:20AM	Vital Farms Reports Fourth Quarter and Fiscal Year 2024 Financial Results and Announces Fiscal Year 2025 Guidance (GlobeNewswire)
Feb-26-25 08:11AM	Vital Farms (VITL) Q4 Earnings Report Preview: What To Look For (StockStory) +5.68%
07:42AM	Vital Farms Inc (VITL) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-21-25 08:00AM	Vital Farms and Its President & CEO Russell Diez-Canseco Recognized for "Catalyzing Positive Social and Environmental Change" on Big Path Capital's 2025 MO 100 Top Impact CEO Ranking (GlobeNewswire)
Feb-20-25 06:00PM	Vital Farms (VITL) Declines More Than Market: Some Information for Investors (Zacks)
10:00AM	Analysts Estimate Vital Farms (VITL) to Report a Decline in Earnings: What to Look Out for (Zacks)
Feb-14-25 12:30AM	Eggs Prices Are Soaringand This Premium Producer Could Benefit (Barrons.com)
Feb-13-25 09:00AM	Vital Farms, Inc. (VITL) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-11-25 06:00PM	Why Vital Farms (VITL) Outpaced the Stock Market Today (Zacks)
Feb-10-25 11:04AM	Vital Farms to Report Fourth Quarter and Fiscal Year 2024 Financial Results on February 27, 2025 (GlobeNewswire)
Feb-05-25 06:00PM	Vital Farms (VITL) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Feb-04-25 08:00AM	Vital Farms Launches Good Eggs. No Shortcuts. Campaign That Highlights Why The Best Eggs Come From Giving A Sh*t (GlobeNewswire)
Jan-31-25 04:05AM	Perishable Food Stocks Q3 Recap: Benchmarking Vital Farms (NASDAQ:VITL) (StockStory)
Jan-27-25 06:00PM	Why Vital Farms (VITL) Dipped More Than Broader Market Today (Zacks)
Jan-25-25 07:25AM	Vital Farms price target raised to $44 from $34 at Stifel (TipRanks)
Jan-22-25 06:15PM	Vital Farms (VITL) Exceeds Market Returns: Some Facts to Consider (Zacks)
09:30AM	Is It Worth Investing in Vital Farms (VITL) Based on Wall Street's Bullish Views? (Zacks)
Jan-17-25 06:08PM	Vital Farms CEO on Avian flu, egg prices and growth (CNBC TV)
Jan-16-25 06:15PM	Vital Farms (VITL) Advances While Market Declines: Some Information for Investors (Zacks)
04:05PM	Vital Farms Announces Expanded Roles for Two Senior Leaders (GlobeNewswire)
Jan-15-25 10:17AM	Egg Maker Vital Farms Is Breaking Out With Profit Expected To Nearly Double (Investor's Business Daily)
Jan-13-25 12:51PM	Why Vital Farms (VITL) Stock Is Up Today (StockStory)
08:00AM	Vital Farms on Track to Deliver Strong Growth in 2025 with Key Investments in Resilient Supply Chain and Farm Network Expansion (GlobeNewswire)
Jan-10-25 06:00PM	Vital Farms (VITL) Advances While Market Declines: Some Information for Investors (Zacks)
Jan-03-25 12:25PM	Vital Farms to Participate in ICR Consumer Conference (GlobeNewswire)
Dec-31-24 09:30AM	Is Vital Farms (VITL) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Dec-16-24 05:21PM	Vital Farms, Inc. (VITL): A Bull Case Theory (Insider Monkey)
Dec-13-24 08:00AM	Vital Farms Honored for Fourth Consecutive Year on Fast Company's Annual List of Brands That Matter (GlobeNewswire)
Dec-12-24 09:30AM	Brokers Suggest Investing in Vital Farms (VITL): Read This Before Placing a Bet (Zacks)
Dec-09-24 08:00AM	Vital Farms and Black Seed Bagels Put a Festive Spin on the Bacon, Egg and Cheese: Indulge in the 'Pebble Egg and Cheese' Cocktail at Pebble Bar This Holiday Season (GlobeNewswire)
08:00AM	Vital Farms and Black Seed Bagels Put a Festive Spin on the Bacon, Egg & Cheese: Indulge in the 'Pebble Egg & Cheese' Cocktail at Pebble Bar This Holiday Season (GlobeNewswire)

Vital Farms, Inc. packages, markets and distributes pasture-raised shell eggs, pasture-raised butter and other products. Its products are sold under the trade names Vital Farms, Alfresco Farms, Lucky Ladies and RedHill Farms, primarily to retail foodservice channels. The company was founded by Catherine Stewart, Matthew O'Hayer and Jason Jones in 2007 and is headquartered in Austin, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Jun 13 '25	Sale	31.62	25,000	790,572	6,893,890	Jun 17 05:00 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Jun 17 '25	Sale	32.25	5,000	161,250	6,888,890	Jun 17 05:00 PM
Wrede Thilo	CHIEF FINANCIAL OFFICER	Jun 12 '25	Sale	31.93	1,200	38,316	57,117	Jun 16 05:30 PM
MATTHEW OHAYER	Director	Jun 13 '25	Proposed Sale	32.19	100,000	3,219,000		Jun 13 04:48 PM
THILO WREDE	Officer	Jun 12 '25	Proposed Sale	32.13	3,600	115,668		Jun 12 04:19 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	May 19 '25	Sale	35.94	24,000	862,560	6,918,890	May 21 04:15 PM
MATTHEW O'HAYER	Director	May 19 '25	Proposed Sale	35.80	24,000	859,200		May 19 04:20 PM
Diez-Canseco Russell	PRESIDENT AND CEO	May 12 '25	Option Exercise	7.19	52,500	377,399	756,236	May 14 05:00 PM
Diez-Canseco Russell	PRESIDENT AND CEO	May 12 '25	Sale	34.12	45,143	1,540,384	711,093	May 14 05:00 PM
RUSSELL DIEZ-CANSECO	Director	May 12 '25	Proposed Sale	33.82	45,143	1,526,736		May 12 04:28 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Apr 21 '25	Sale	32.68	24,000	784,320	6,942,890	Apr 23 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Apr 14 '25	Option Exercise	5.33	52,500	279,752	748,860	Apr 16 05:00 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Apr 14 '25	Sale	33.69	45,124	1,520,228	703,736	Apr 16 05:00 PM
RUSSELL DIEZ-CANSECO	Director	Apr 14 '25	Proposed Sale	34.01	45,124	1,534,667		Apr 14 04:21 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Mar 24 '25	Sale	31.39	4,000	125,560	6,966,890	Mar 26 04:15 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Mar 19 '25	Sale	29.46	20,000	589,200	6,970,890	Mar 21 04:15 PM
Khoury Karl	Director	Mar 14 '25	Sale	31.02	10,839	336,226	131,366	Mar 18 04:15 PM
Karl Khoury	Director	Mar 14 '25	Proposed Sale	29.69	10,839	321,810		Mar 14 05:35 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Mar 12 '25	Option Exercise	5.33	52,500	279,752	746,530	Mar 14 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Mar 12 '25	Sale	31.57	45,372	1,432,321	701,158	Mar 14 04:15 PM
RUSSELL DIEZ-CANSECO	Director	Mar 12 '25	Proposed Sale	31.60	45,372	1,433,755		Mar 12 04:31 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Feb 19 '25	Sale	34.94	24,000	838,575	6,990,890	Feb 21 04:15 PM
MATTHEW O'HAYER	Director	Feb 19 '25	Proposed Sale	34.31	96,000	3,293,760		Feb 19 04:31 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Feb 12 '25	Option Exercise	5.33	52,500	279,752	720,702	Feb 14 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Feb 12 '25	Sale	35.27	44,970	1,586,092	675,732	Feb 14 04:15 PM
RUSSELL DIEZ-CANSECO	Director	Feb 12 '25	Proposed Sale	35.71	44,970	1,605,879		Feb 12 04:17 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Jan 21 '25	Sale	43.19	24,000	1,036,579	7,014,890	Jan 23 04:15 PM
McKeon Kathryn	CMO and GM, Butter	Jan 17 '25	Option Exercise	3.67	12,300	45,200	58,503	Jan 22 04:15 PM
McKeon Kathryn	CMO and GM, Butter	Jan 17 '25	Sale	44.05	12,300	541,815	46,203	Jan 22 04:15 PM
Bal Joanne	GC, SEC. AND HEAD OF IMPACT	Jan 17 '25	Option Exercise	21.11	28,246	596,375	87,617	Jan 22 04:15 PM
Bal Joanne	GC, SEC. AND HEAD OF IMPACT	Jan 17 '25	Sale	45.10	28,246	1,273,895	59,371	Jan 22 04:15 PM
JOANNE BAL	Officer	Jan 17 '25	Proposed Sale	43.14	28,246	1,218,532		Jan 17 04:23 PM
KATHRYN MCKEON	Officer	Jan 17 '25	Proposed Sale	43.14	12,300	530,622		Jan 17 04:16 PM
McKeon Kathryn	CHIEF MARKETING OFFICER	Jan 13 '25	Option Exercise	3.25	12,300	39,927	58,503	Jan 15 04:15 PM
McKeon Kathryn	CHIEF MARKETING OFFICER	Jan 13 '25	Sale	42.08	12,300	517,584	46,203	Jan 15 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Jan 13 '25	Option Exercise	5.33	52,500	279,752	712,830	Jan 15 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Jan 13 '25	Sale	42.24	44,628	1,884,910	668,202	Jan 15 04:15 PM
KATHRYN MCKEON	Officer	Jan 13 '25	Proposed Sale	40.13	12,300	493,599		Jan 13 04:25 PM
RUSSELL DIEZ-CANSECO	Director	Jan 13 '25	Proposed Sale	40.13	44,628	1,790,922		Jan 13 04:24 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Dec 19 '24	Sale	38.19	24,000	916,477	7,038,890	Dec 23 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Dec 13 '24	Option Exercise	4.08	131,078	534,303	744,875	Dec 16 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Dec 12 '24	Option Exercise	5.33	52,500	279,752	658,525	Dec 16 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Dec 13 '24	Sale	37.23	84,545	3,147,303	660,330	Dec 16 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Dec 12 '24	Sale	37.66	44,728	1,684,381	613,797	Dec 16 04:15 PM
RUSSELL DIEZ-CANSECO & JENNIFE	Officer	Dec 13 '24	Proposed Sale	37.23	84,545	3,147,289		Dec 13 04:37 PM
RUSSELL DIEZ-CANSECO	Director	Dec 12 '24	Proposed Sale	38.73	44,728	1,732,315		Dec 12 04:44 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Nov 19 '24	Option Exercise	5.33	5,000	26,643	611,025	Nov 21 04:15 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Nov 19 '24	Sale	29.62	20,000	592,348	7,113,277	Nov 21 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Nov 19 '24	Sale	30.00	5,000	150,000	606,025	Nov 21 04:15 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Nov 20 '24	Sale	30.31	4,000	121,240	7,109,277	Nov 21 04:15 PM
RUSSELL DIEZ-CANSECO	Director	Nov 19 '24	Proposed Sale	29.15	5,000	145,750		Nov 19 04:30 PM
MATTHEW O'HAYER	Director	Nov 19 '24	Proposed Sale	29.15	72,000	2,098,800		Nov 19 04:23 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Nov 12 '24	Option Exercise	5.33	47,500	253,108	646,349	Nov 14 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Nov 12 '24	Sale	28.80	40,650	1,170,859	605,699	Nov 14 04:15 PM
RUSSELL DIEZ-CANSECO	Director	Nov 12 '24	Proposed Sale	29.28	40,650	1,190,232		Nov 12 04:27 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Oct 21 '24	Sale	39.09	24,000	938,133	7,194,777	Oct 23 04:15 PM
MATTHEW O'HAYER	Director	Oct 21 '24	Proposed Sale	40.35	24,000	968,400		Oct 21 04:21 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Oct 14 '24	Option Exercise	5.33	52,500	279,752	582,002	Oct 16 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Oct 14 '24	Sale	40.07	44,653	1,789,246	537,349	Oct 16 04:15 PM
RUSSELL DIEZ-CANSECO	Director	Oct 14 '24	Proposed Sale	39.77	44,653	1,775,850		Oct 15 08:00 AM
JASON DALE	Officer	Oct 08 '24	Proposed Sale	38.68	28,625	1,107,338		Oct 08 04:13 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Sep 18 '24	Sale	32.60	24,000	782,432	7,218,777	Sep 20 04:05 PM
JASON DALE	Former Affiliate	Sep 18 '24	Proposed Sale	32.68	196	6,406		Sep 18 04:36 PM
JASON DALE	Former Affiliate	Sep 17 '24	Proposed Sale	32.51	123,697	4,021,513		Sep 17 04:20 PM
JASON DALE	Former Affiliate	Sep 16 '24	Proposed Sale	31.27	59,384	1,857,033		Sep 16 05:06 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Sep 11 '24	Option Exercise	13.45	100,000	1,345,100	622,402	Sep 13 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Sep 12 '24	Option Exercise	5.33	52,500	279,752	574,902	Sep 13 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Sep 11 '24	Sale	31.18	100,000	3,118,000	522,402	Sep 13 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Sep 12 '24	Sale	30.68	45,400	1,392,872	529,502	Sep 13 04:15 PM
RUSSELL DIEZ-CANSECO	Director	Sep 12 '24	Proposed Sale	31.35	45,400	1,423,290		Sep 12 04:32 PM
RUSSELL DIEZ-CANSECO	Officer	Sep 11 '24	Proposed Sale	31.18	100,000	3,118,440		Sep 11 04:52 PM
JASON DALE	Officer	Sep 05 '24	Proposed Sale	29.99	40,000	1,199,788		Sep 05 04:35 PM
JASON DALE	Officer	Sep 03 '24	Proposed Sale	31.04	33,724	1,046,655		Sep 03 04:19 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Aug 19 '24	Sale	31.18	24,000	748,320	7,242,777	Aug 21 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Aug 12 '24	Option Exercise	5.59	152,500	851,829	615,404	Aug 14 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Aug 12 '24	Sale	30.62	145,502	4,455,598	515,404	Aug 14 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Aug 08 '24	Option Exercise	3.67	27,208	99,984	515,404	Aug 12 08:49 PM
RUSSELL DIEZ-CANSECO	Officer	Aug 12 '24	Proposed Sale	30.71	100,000	3,071,380		Aug 12 05:04 PM
RUSSELL DIEZ-CANSECO	Director	Aug 12 '24	Proposed Sale	30.47	45,502	1,386,446		Aug 12 04:12 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Jul 31 '24	Option Exercise	3.38	30,357	102,671	488,196	Aug 02 04:05 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Jul 24 '24	Option Exercise	3.25	30,000	97,440	457,839	Jul 26 04:05 PM
OHAYER MATTHEW	EXECUTIVE CHAIRPERSON	Jul 19 '24	Sale	39.58	24,000	949,920	7,266,777	Jul 23 04:15 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Jul 12 '24	Option Exercise	5.33	52,500	279,752	472,220	Jul 16 04:20 PM
Diez-Canseco Russell	PRESIDENT AND CEO	Jul 12 '24	Sale	43.71	44,381	1,939,993	427,839	Jul 16 04:20 PM

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Index	S&P 500	P/E	139.56	EPS (ttm)	7.37	Insider Own	0.42%	Shs Outstand	206.98M	Perf Week	4.86%
Market Cap	212.97B	Forward P/E	51.81	EPS next Y	19.84	Insider Trans	-4.93%	Shs Float	206.28M	Perf Month	1.27%
Enterprise Value	208.76B	PEG	7.13	EPS next Q	3.57	Inst Own	89.78%	Short Float	1.56%	Perf Quarter	28.87%
Income	1.54B	P/S	18.57	EPS this Y	19.07%	Inst Trans	0.15%	Short Ratio	1.96	Perf Half Y	-7.01%
Sales	11.47B	P/B	20.99	EPS next Y	19.72%	ROA	7.99%	Short Interest	3.22M	Perf YTD	-3.02%
Book/sh	48.99	P/C	32.24	EPS next 5Y	19.58%	ROE	16.86%	52W High	1198.09 -14.19%	Perf Year	36.37%
Cash/sh	31.88	P/FCF	57.86	EPS past 3/5Y	82.11% 16.56%	ROIC	12.37%	52W Low	678.66 51.49%	Perf 3Y	111.74%
Dividend Est.	-	EV/EBITDA	104.17	Sales past 3/5Y	23.05% 25.99%	Gross Margin	78.92%	Volatility	1.76% 1.88%	Perf 5Y	156.42%
Dividend TTM	-	EV/Sales	18.20	EPS Y/Y TTM	-20.93%	Oper. Margin	12.93%	ATR (14)	21.18	Perf 10Y	1179.98%
Dividend Ex-Date	-	Quick Ratio	1.06	Sales Y/Y TTM	21.01%	Profit Margin	13.41%	RSI (14)	60.70	Recom	1.42
Dividend Gr. 3/5Y	- -	Current Ratio	1.06	EPS Q/Q	31.50%	SMA20	2.15%	Beta	0.95	Target Price	1093.58
Payout	0.00%	Debt/Eq	0.24	Sales Q/Q	18.63%	SMA50	4.73%	Rel Volume	0.61	Prev Close	1022.42
Employees	26293	LT Debt/Eq	0.23	Earnings	Apr 23 AMC	SMA200	6.15%	Avg Volume	1.64M	Price	1028.08
IPO	Jun 29, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.47% 0.15%	Trades		Volume	1,007,581	Change	0.55%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-25-25	Initiated	DA Davidson	Buy	$1150
May-14-25	Reiterated	BMO Capital Markets	Outperform	$1025 → $1150
May-01-25	Upgrade	Truist	Hold → Buy	$1200
Apr-22-25	Reiterated	BMO Capital Markets	Outperform	$990 → $950
Apr-04-25	Reiterated	BMO Capital Markets	Outperform	$1185 → $990
Feb-19-25	Initiated	Redburn Atlantic	Buy
Jan-17-25	Initiated	Cantor Fitzgerald	Overweight	$1332
Dec-24-24	Initiated	Raymond James	Outperform	$1200
Dec-13-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Nov-19-24	Initiated	Scotiabank	Sector Outperform	$1230
Oct-21-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$900 → $960
Oct-10-24	Reiterated	BMO Capital Markets	Outperform	$860 → $1025
Oct-08-24	Reiterated	UBS	Buy	$900 → $1055
Jul-08-24	Downgrade	Guggenheim	Neutral → Sell	$640
Apr-25-24	Reiterated	BMO Capital Markets	Outperform	$850 → $830
Apr-15-24	Downgrade	Guggenheim	Buy → Neutral
Mar-21-24	Initiated	KeyBanc Capital Markets	Overweight	$1000
Jan-22-24	Reiterated	Needham	Buy	$660 → $900
Sep-15-23	Initiated	HSBC Securities	Buy	$704
Jun-14-23	Initiated	Needham	Buy	$660

Show Previous Ratings

Today 04:41PM	Top Research Reports for Meta Platforms, ServiceNow & Booking (Zacks)
09:50AM	Here's Why ServiceNow (NOW) is a Strong Momentum Stock (Zacks)
06:00AM	AI stock plays you may be overlooking (Yahoo Finance Video)
Jun-28-25 04:53AM	DA Davidson Initiates Coverage of ServiceNow (NOW) with a Buy Rating (Insider Monkey)
Jun-27-25 08:50AM	How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings (Zacks)
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07:19AM	ServiceNow (NOW) Just Got a Price Target Boost-Here's What's Behind It (Insider Monkey)
Jun-26-25 10:53AM	Should You Invest in ServiceNow (NOW)? (Insider Monkey)
09:00AM	Investors Heavily Search ServiceNow, Inc. (NOW): Here is What You Need to Know (Zacks)
Jun-25-25 06:14PM	ServiceNow, Inc. (NOW): A Bull Case Theory (Insider Monkey)
03:51PM	Global Hospitality Leader Adopts 3CLogic's AI-Powered Contact Center for ServiceNow Modernization (Insider Monkey)
01:59PM	Calls of the Day: ServiceNow, S&P Global, McKesson Corp., Ross Stores, TJX and Burlington (CNBC TV)
09:45AM	Here's Why ServiceNow (NOW) is a Strong Growth Stock (Zacks)
09:33AM	Metals Company upgraded, CoreWeave initiated: Wall Street's top analyst calls (The Fly)
Jun-24-25 05:45PM	ServiceNow (NOW) Laps the Stock Market: Here's Why (Zacks)
11:53AM	NOW Expands AI Adoption: Can Subscription Growth Accelerate Further? (Zacks)
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04:15AM	2 Top Artificial Intelligence Stocks to Buy Right Now (Motley Fool)
12:36AM	2 Profitable Stocks with Impressive Fundamentals and 1 to Brush Off (StockStory)
Jun-23-25 10:02AM	BigBear.ai vs. Five9: Which AI-Driven Software Stock Is the Better Buy Now? (Zacks)
06:20AM	Should First Trust Growth Strength ETF (FTGS) Be on Your Investing Radar? (Zacks)
12:38AM	1 Unpopular Stock that Deserves a Second Chance and 2 to Steer Clear Of (StockStory)
Jun-19-25 01:00PM	15 AI stocks to watch outside of the Magnificent 7 (Yahoo Finance Video)
12:32AM	3 S&P 500 Stocks to Own for Decades (StockStory)
Jun-18-25 10:11AM	Global Hospitality Leader Selects 3CLogic to Enhance Existing ServiceNow Investment and Transform IT Service Desk Operations (PR Newswire)
08:31AM	5 Insightful Analyst Questions From ServiceNow's Q1 Earnings Call (StockStory)
08:31AM	Helport AI Appoints Former Google and ServiceNow Executive Vanessa Chan as Chief Commercial Officer (GlobeNewswire)
12:04AM	ServiceNow (NOW): 3 Reasons We Love This Stock (StockStory)
Jun-17-25 11:00PM	How often do you use ChatGPT at work? (Fortune)
09:30AM	Wall Street Analysts Think ServiceNow (NOW) Is a Good Investment: Is It? (Zacks)
Jun-16-25 05:45PM	ServiceNow (NOW) Outpaces Stock Market Gains: What You Should Know (Zacks)
08:00AM	Does your boss know you use AI at work? (Fortune)
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Jun-15-25 05:22AM	Jim Cramer Says "We Love ServiceNow" (Insider Monkey)
Jun-13-25 12:04PM	UiPath Stock Appears Undervalued Based on Forward P/S Ratio (Zacks)
08:00AM	Will AI take your job? (Fortune)
Jun-12-25 01:09PM	PLTR's ROE Trails Peers: What it Means for Return-Focused Investors (Zacks)
11:43AM	Can ServiceNow's Core Business Suite Launch Boost Subscriptions? (Zacks)
09:00AM	Here is What to Know Beyond Why ServiceNow, Inc. (NOW) is a Trending Stock (Zacks)
Jun-11-25 02:43PM	Concentrix Stock Earns RS Rating Upgrade (Investor's Business Daily)
Jun-10-25 09:00PM	Prediction: This Monster Artificial Intelligence (AI) Software Stock Could Be Wall Street's Next Stock-Split Candidate (Hint: It's Not Palantir) (Motley Fool)
05:45PM	ServiceNow (NOW) Stock Declines While Market Improves: Some Information for Investors (Zacks)
Jun-09-25 03:01PM	Which Software Stocks Is BofA Securities Bullish On? (Benzinga)
10:32AM	Was Jim Cramer Right Calling ServiceNow (NOW) an Exception to the Software Last Year? (Insider Monkey)
Jun-08-25 02:49PM	Jim Cramer Says He is "Never Going to Say a Bad Word About ServiceNow (NOW)" (Insider Monkey)
Jun-06-25 11:30AM	Genpact (G) Up 0.1% Since Last Earnings Report: Can It Continue? (Zacks)
09:50AM	Why ServiceNow (NOW) is a Top Momentum Stock for the Long-Term (Zacks)
12:38AM	1 Cash-Producing Stock with Impressive Fundamentals and 2 to Question (StockStory)
Jun-04-25 05:45PM	ServiceNow (NOW) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
02:05PM	ServiceNow (NOW) Hits $1.1B in Workflow Revenue, Rides Generative AI Wave (Insider Monkey)
12:40PM	Should You Buy, Sell, or Hold ServiceNow Stock at 14.92X P/S? (Zacks)
09:45AM	Why ServiceNow (NOW) is a Top Growth Stock for the Long-Term (Zacks)
Jun-03-25 12:12PM	ServiceNow vs. Pegasystems: Which Workflow Automation Stock Leads Now? (Zacks)
Jun-02-25 03:31PM	Magnite Stock Sees RS Rating Jump To 83 (Investor's Business Daily)
12:37AM	3 Growth Stocks for Long-Term Investors (StockStory)
May-30-25 04:05PM	ServiceNow Regenerates On Swarm Of AI Deals With Amazon, Microsoft And More (Investor's Business Daily)
08:00AM	NowVertical Secures Up to $26 Million USD in Financing with HSBC to Fuel Growth (GlobeNewswire)
May-29-25 05:45PM	ServiceNow (NOW) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
04:04PM	ServiceNow Stock Regenerates With Swarm Of AI And Amazon Deal (Investor's Business Daily)
11:30AM	Why Is Fair Isaac (FICO) Down 18.6% Since Last Earnings Report? (Zacks)
May-28-25 02:30PM	Dynatrace Stock Sees Rising Composite Ratings (Investor's Business Daily)
02:17PM	Snowflake Stock Sees Its Composite Rating Rise To 96 (Investor's Business Daily)
11:30AM	Why Is Roper Technologies (ROP) Up 3.2% Since Last Earnings Report? (Zacks)
09:27AM	Should You Hold ServiceNow (NOW)? (Insider Monkey)
09:00AM	Is Trending Stock ServiceNow, Inc. (NOW) a Buy Now? (Zacks)
May-27-25 05:54PM	Jim Cramer on ServiceNow: "I Also Like ServiceNow (NOW)" (Insider Monkey)
02:45PM	PEGA Rises 5% in a Month: Is the Stock a Must Have for Your Portfolio? (Zacks)
12:31AM	1 Cash-Heavy Stock Worth Your Attention and 2 to Steer Clear Of (StockStory)
May-25-25 08:30AM	Nvidia has lost its shock power to investors, for now (Yahoo Finance)
May-23-25 04:00PM	Top Funds Have Designs On This Nvidia-Powered Long-Term Leader (Investor's Business Daily)
11:30AM	ServiceNow (NOW) Up 8.2% Since Last Earnings Report: Can It Continue? (Zacks)
06:23AM	Was Jim Cramer Right About ServiceNow Inc. (NOW)? (Insider Monkey)
May-22-25 12:37AM	1 Unpopular Stock that Deserves a Second Chance and 2 to Steer Clear Of (StockStory)
May-21-25 05:30PM	NowVertical Group Reports First Quarter 2025 Financial Results (GlobeNewswire)
07:11AM	WIX's Q1 Earnings Lag, Top Line Up Y/Y on AI Innovation & User Growth (Zacks)
May-19-25 09:45AM	2 Monster Stocks in the Making to Buy Now and Hold for 10 Years (Motley Fool)
May-16-25 08:00AM	NowVertical Group Announces First Quarter 2025 Earnings Release Date and Financial Update Webinar (GlobeNewswire)
05:15AM	3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade (Motley Fool)
May-14-25 09:13AM	Is ServiceNow, Inc. (NOW) One of the Best Technology Stocks to Buy for Long-Term Investment? (Insider Monkey)
09:00AM	ServiceNow, Inc. (NOW) is Attracting Investor Attention: Here is What You Should Know (Zacks)
May-13-25 05:30PM	NowVertical Named Qlik Latin America Channel Growth Partner of the Year 2024 (GlobeNewswire)
02:35PM	How ServiceNow became a $200 billion powerhouse: CFO Gina Mastantuono on growth, AI, and strategic expansion (Fortune)
12:30PM	The Zacks Analyst Blog Highlights Cisco Systems, NVIDIA and ServiceNow (Zacks)
May-12-25 12:25PM	Buy, Sell or Hold Cisco Systems Stock? Key Tips Ahead of Q3 Earnings (Zacks)
09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
08:15AM	Tech Bears Should Jump on These 3 Inverse ETFs (MarketBeat)
May-10-25 02:10PM	Prediction: 2 Unstoppable Growth Stocks That Will Be Worth More Than Palantir 1 Year From Now (Motley Fool)
May-09-25 12:36AM	1 High-Flying Stock with Exciting Potential and 2 to Keep Off Your Radar (StockStory)
May-08-25 03:00PM	Can NOW's Strong Portfolio & Rich Partner Base Push the Stock Higher? (Zacks)
11:40AM	CTSH vs. NOW: Which Stock Is the Better Value Option? (Zacks)
11:10AM	Nice enters partnership with ServiceNow for customer service fulfillment (TipRanks)
11:05AM	Zoom, ServiceNow plan to integrate Zoom CX with ServiceNow CRM, ITSM (TipRanks)
08:57AM	Flex Q4 Earnings & Revenues Surpass Estimates, Rise Y/Y, Stock Up (Zacks)
08:30AM	Nowvertical Named Google Cloud Premier Partner in the UK, Highlighting Momentum Of Global Integration Strategy (GlobeNewswire)
May-07-25 01:04PM	ServiceNow and AWS Announce Bi-Directional Data Integration and Automated Workflow Orchestration (Business Wire)
01:02PM	ServiceNow Launches Autonomous AI Agents for Security and Risk to Accelerate Enterprise Self-Defense (Business Wire)
01:01PM	ServiceNow Sets New Standard for Fully Autonomous IT, Envisioning a Zero Downtime, Zero Outage Future With Agentic AI (Business Wire)
01:01PM	ServiceNow Enhances Its Workflow Data Fabric With New Ecosystem to Power AI agents and Workflows With Real-Time Intelligence (Business Wire)
01:00PM	ServiceNow Introduces Core Business Suite With AI-powered Solutions to Quickly Transform Key Business Functions and Scale With Growing Companies (Business Wire)
01:00PM	ServiceNow acquires Data.World months after snatching up Moveworks (TechCrunch)
11:00AM	Zoom and ServiceNow Announce Strategic Integration to Elevate Customer and Employee Experiences (GlobeNewswire)
11:00AM	NICE and ServiceNow Announce Strategic Partnership to Deliver AI-Powered Customer Service Fulfillment Across the Enterprise (Business Wire)
10:03AM	Jim Cramer on ServiceNow, Inc. (NOW) CEO Bill McDermott: 'Credit to Him, He's Picked Up a Huge Number of Accounts' (Insider Monkey)

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McBride Kevin Thomas	Principal Accounting Officer	Jun 03 '25	Sale	1011.82	280	283,310	4,484	Jun 05 04:16 PM
McDermott William R	Chairman & CEO	May 30 '25	Sale	1012.01	2,050	2,074,620	6,614	Jun 03 09:53 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 30 '25	Sale	1020.00	145	147,900	3,027	Jun 03 09:53 PM
Tzitzon Nicholas	Vice Chairman	May 30 '25	Sale	1020.00	1,171	1,194,420	3,000	Jun 03 09:53 PM
Sands Anita M	Director	Jun 02 '25	Sale	1009.14	248	250,267	10,643	Jun 03 09:53 PM
Sands Anita M	Director	Jun 02 '25	Proposed Sale	1009.14	248	250,267		Jun 02 02:00 PM
McDermott William R	Officer	May 30 '25	Proposed Sale	1012.01	2,050	2,074,621		May 30 01:18 PM
Tzitzon Nicholas	Officer	May 30 '25	Proposed Sale	1020.00	1,171	1,194,420		May 30 12:17 PM
Canney Jacqueline P	Officer	May 30 '25	Proposed Sale	1020.00	145	147,900		May 30 10:15 AM
Briggs Teresa	Director	May 27 '25	Sale	1013.61	214	216,913	1,869	May 29 04:29 PM
Sands Anita M	Director	May 27 '25	Sale	1013.61	428	433,825	10,891	May 29 04:29 PM
Black Deborah	Director	May 29 '25	Proposed Sale	1014.85	428	434,356		May 29 01:08 PM
Smith Paul John	Officer	May 27 '25	Proposed Sale	1027.65	2,630	2,702,720		May 27 04:50 PM
LUDDY FREDERIC B	Director	May 23 '25	Sale	1000.00	428	428,000	319	May 27 04:32 PM
Briggs Teresa	Director	May 27 '25	Proposed Sale	1013.61	214	216,913		May 27 10:43 AM
Sands Anita M	Director	May 27 '25	Proposed Sale	1013.61	428	433,825		May 27 10:13 AM
LUDDY FREDERIC B	Director	May 23 '25	Proposed Sale	1000.00	428	428,000		May 23 09:52 AM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 16 '25	Option Exercise	0.00	194	0	3,366	May 20 04:21 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 19 '25	Sale	1030.25	94	96,844	3,172	May 20 04:21 PM
Fipps Paul	President, Global Customer Ops	May 16 '25	Option Exercise	0.00	128	0	519	May 20 04:20 PM
ELMER RUSSELL S	General Counsel	May 16 '25	Option Exercise	0.00	177	0	4,619	May 20 04:20 PM
ELMER RUSSELL S	General Counsel	May 19 '25	Sale	1030.25	81	83,450	4,442	May 20 04:20 PM
McDermott William R	Chairman & CEO	May 16 '25	Option Exercise	0.00	832	0	9,112	May 20 04:20 PM
Tzitzon Nicholas	Vice Chairman	May 16 '25	Option Exercise	0.00	166	0	4,252	May 20 04:20 PM
Mastantuono Gina	President and CFO	May 16 '25	Option Exercise	0.00	319	0	11,754	May 20 04:20 PM
Mastantuono Gina	President and CFO	May 19 '25	Sale	1030.25	118	121,570	11,464	May 20 04:20 PM
McBride Kevin Thomas	Principal Accounting Officer	May 16 '25	Option Exercise	0.00	47	0	4,787	May 20 04:19 PM
Smith Paul John	Officer	May 20 '25	Proposed Sale	1015.00	89	90,335		May 20 10:40 AM
McDermott William R	Chairman & CEO	May 15 '25	Option Exercise	0.00	1,254	0	8,955	May 19 04:27 PM
ELMER RUSSELL S	General Counsel	May 15 '25	Option Exercise	0.00	238	0	4,570	May 19 04:26 PM
Tzitzon Nicholas	Vice Chairman	May 15 '25	Option Exercise	0.00	298	0	4,231	May 19 04:26 PM
Fipps Paul	President, Global Customer Ops	May 15 '25	Option Exercise	0.00	188	0	495	May 19 04:26 PM
Chamberlain Paul Edward	Director	May 15 '25	Sale	1034.42	300	310,326	9,867	May 19 04:26 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 15 '25	Option Exercise	0.00	298	0	3,325	May 19 04:26 PM
McBride Kevin Thomas	Principal Accounting Officer	May 15 '25	Option Exercise	0.00	62	0	4,770	May 19 04:25 PM
Zavery Amit	President, CPO and COO	May 15 '25	Option Exercise	0.00	627	0	4,733	May 19 04:25 PM
Mastantuono Gina	President and CFO	May 15 '25	Option Exercise	0.00	470	0	11,688	May 19 04:25 PM
Smith Paul John	Officer	May 19 '25	Proposed Sale	1027.01	211	216,700		May 19 03:21 PM
Mastantuono Gina	Officer	May 19 '25	Proposed Sale	1030.25	118	121,570		May 19 10:16 AM
ELMER RUSSELL S	Officer	May 19 '25	Proposed Sale	1030.25	81	83,450		May 19 10:06 AM
Canney Jacqueline P	Officer	May 19 '25	Proposed Sale	1030.25	94	96,844		May 19 09:44 AM
PAUL EDWARD CHAMBERLAIN	Director	May 15 '25	Proposed Sale	1026.82	600	616,092		May 15 04:21 PM
McDermott William R	Chairman & CEO	May 12 '25	Option Exercise	0.00	601	0	8,025	May 14 04:29 PM
Fipps Paul	President, Global Customer Ops	May 12 '25	Option Exercise	0.00	41	0	324	May 14 04:29 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 12 '25	Option Exercise	0.00	136	0	3,163	May 14 04:28 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 13 '25	Sale	1023.00	66	67,518	3,027	May 14 04:28 PM
Mastantuono Gina	President and CFO	May 12 '25	Option Exercise	0.00	227	0	11,425	May 14 04:28 PM
Mastantuono Gina	President and CFO	May 13 '25	Sale	1023.00	84	85,932	11,218	May 14 04:28 PM
Tzitzon Nicholas	Vice Chairman	May 12 '25	Option Exercise	0.00	113	0	3,988	May 14 04:28 PM
ELMER RUSSELL S	General Counsel	May 12 '25	Option Exercise	0.00	136	0	4,468	May 14 04:28 PM
ELMER RUSSELL S	General Counsel	May 13 '25	Sale	1023.00	62	63,426	4,332	May 14 04:28 PM
Smith Paul John	Officer	May 14 '25	Proposed Sale	1037.00	52	53,924		May 14 09:59 AM
Smith Paul John	Officer	May 13 '25	Proposed Sale	1027.49	124	127,409		May 13 03:18 PM
Canney Jacqueline P	Officer	May 13 '25	Proposed Sale	1023.00	66	67,518		May 13 10:23 AM
Mastantuono Gina	Officer	May 13 '25	Proposed Sale	1023.00	84	85,932		May 13 10:10 AM
ELMER RUSSELL S	Officer	May 13 '25	Proposed Sale	1023.00	62	63,426		May 13 10:10 AM
ELMER RUSSELL S	General Counsel	May 07 '25	Option Exercise	0.00	415	0	4,747	May 09 08:37 PM
ELMER RUSSELL S	General Counsel	May 08 '25	Sale	985.00	191	188,135	4,332	May 09 08:37 PM
Mastantuono Gina	President and CFO	May 07 '25	Option Exercise	0.00	789	0	11,915	May 09 08:36 PM
Mastantuono Gina	President and CFO	May 08 '25	Sale	985.00	292	287,620	11,198	May 09 08:36 PM
McDermott William R	Chairman & CEO	May 07 '25	Option Exercise	0.00	1,753	0	8,367	May 09 08:36 PM
Fipps Paul	President, Global Customer Ops	May 07 '25	Option Exercise	0.00	373	0	354	May 09 08:36 PM
McBride Kevin Thomas	Principal Accounting Officer	May 07 '25	Option Exercise	0.00	532	0	4,867	May 09 08:36 PM
Tzitzon Nicholas	Vice Chairman	May 07 '25	Option Exercise	0.00	438	0	4,087	May 09 08:36 PM
Zavery Amit	President, CPO and COO	May 07 '25	Option Exercise	0.00	4,056	0	6,287	May 09 08:36 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 07 '25	Option Exercise	0.00	526	0	3,553	May 09 08:35 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	May 08 '25	Sale	985.00	257	253,145	3,027	May 09 08:35 PM
Smith Paul John	Officer	May 09 '25	Proposed Sale	980.00	237	232,260		May 09 09:50 AM
Smith Paul John	Officer	May 08 '25	Proposed Sale	981.10	506	496,438		May 08 03:28 PM
ELMER RUSSELL S	Officer	May 08 '25	Proposed Sale	985.00	191	188,135		May 08 10:00 AM
Mastantuono Gina	Officer	May 08 '25	Proposed Sale	985.00	292	287,620		May 08 09:44 AM
Canney Jacqueline P	Officer	May 08 '25	Proposed Sale	985.00	257	253,145		May 08 09:41 AM
Chadwick Jonathan	Director	Apr 28 '25	Sale	931.62	770	717,351	3,205	Apr 29 04:13 PM
Black Deborah	Director	Apr 25 '25	Sale	940.23	598	562,255	428	Apr 29 04:13 PM
Chadwick Jonathan	Director	Apr 28 '25	Proposed Sale	931.63	770	717,351		Apr 28 01:35 PM
Black Deborah	Director	Apr 25 '25	Proposed Sale	940.22	598	562,254		Apr 25 12:06 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	Apr 15 '25	Option Exercise	0.00	724	0	3,751	Apr 17 04:58 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	Apr 16 '25	Sale	804.61	354	284,832	3,027	Apr 17 04:58 PM
Canney Jacqueline P	Officer	Apr 16 '25	Proposed Sale	804.61	354	284,832		Apr 16 09:55 AM
Black Deborah	Director	Feb 27 '25	Sale	943.55	58	54,726	1,026	Mar 03 04:43 PM
Tzitzon Nicholas	Vice Chairman	Feb 25 '25	Sale	923.72	2,945	2,720,355	3,649	Feb 27 04:50 PM
Black Deborah	Director	Feb 27 '25	Proposed Sale	943.55	58	54,726		Feb 27 12:18 PM
Mastantuono Gina	President and CFO	Feb 21 '25	Sale	964.70	4,442	4,285,197	11,126	Feb 25 07:58 PM
Tzitzon Nicholas	Officer	Feb 25 '25	Proposed Sale	923.72	2,945	2,720,355		Feb 25 03:10 PM
Smith Paul John	Pres., Global Cust.& Field Ops	Feb 19 '25	Sale	987.22	1,020	1,006,965	5,224	Feb 21 04:13 PM
Mastantuono Gina	Officer	Feb 21 '25	Proposed Sale	964.70	4,442	4,285,197		Feb 21 10:36 AM
Mastantuono Gina	President and CFO	Feb 14 '25	Option Exercise	0.00	3,651	0	17,061	Feb 19 04:45 PM
Tzitzon Nicholas	Vice Chairman	Feb 14 '25	Option Exercise	0.00	1,904	0	7,273	Feb 19 04:45 PM
ELMER RUSSELL S	General Counsel	Feb 14 '25	Option Exercise	0.00	2,032	0	6,186	Feb 19 04:45 PM
ELMER RUSSELL S	General Counsel	Feb 18 '25	Sale	988.00	1,023	1,010,724	4,332	Feb 19 04:45 PM
Smith Paul John	Pres., Global Cust.& Field Ops	Feb 14 '25	Option Exercise	0.00	4,444	0	8,648	Feb 19 04:45 PM
Smith Paul John	Pres., Global Cust.& Field Ops	Feb 18 '25	Sale	980.05	2,404	2,356,033	6,244	Feb 19 04:45 PM
Smith Paul John	Pres., Global Cust.& Field Ops	Feb 14 '25	Sale	980.08	1,184	1,160,421	4,204	Feb 19 04:45 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	Feb 14 '25	Option Exercise	0.00	2,224	0	5,056	Feb 19 04:45 PM
Canney Jacqueline P	Chief People & AI Enblmt. Off.	Feb 18 '25	Sale	988.00	1,088	1,074,944	3,027	Feb 19 04:45 PM
McBride Kevin Thomas	Principal Accounting Officer	Feb 14 '25	Option Exercise	0.00	540	0	4,640	Feb 19 04:44 PM
McDermott William R	Chairman & CEO	Feb 14 '25	Option Exercise	0.00	9,522	0	11,285	Feb 19 04:44 PM
McDermott William R	Chairman & CEO	Feb 18 '25	Sale	986.64	384	378,870	6,614	Feb 19 04:44 PM
Smith Paul John	Officer	Feb 19 '25	Proposed Sale	997.32	1,020	1,017,266		Feb 19 10:23 AM
Smith Paul John	Officer	Feb 18 '25	Proposed Sale	980.05	2,404	2,356,034		Feb 18 03:14 PM

Open in Screener

NFLX

Netflix Inc

Jun 30 • 04:00PM ET

1,339.13

Dollar change +16.01
Percentage change 1.21	%

Communication Services • Entertainment • USA • NASD

Peers: DIS PARA WBD ROKU CMCSA FUBO AMZN LYV GOOGL AAPL

| Held by: VTI VOO QQQ SPY IVV VUG IWF XLC QQQM QUAL

Index	NDX, S&P 500	P/E	63.28	EPS (ttm)	21.16	Insider Own	0.66%	Shs Outstand	425.68M	Perf Week	6.83%
Market Cap	569.90B	Forward P/E	43.19	EPS next Y	31.01	Insider Trans	-22.62%	Shs Float	422.77M	Perf Month	13.02%
Enterprise Value	578.94B	PEG	2.65	EPS next Q	7.03	Inst Own	84.13%	Short Float	1.68%	Perf Quarter	43.40%
Income	9.27B	P/S	14.29	EPS this Y	28.71%	Inst Trans	0.09%	Short Ratio	1.73	Perf Half Y	43.66%
Sales	39.87B	P/B	23.72	EPS next Y	21.49%	ROA	18.37%	Short Interest	7.12M	Perf YTD	50.24%
Book/sh	56.45	P/C	68.05	EPS next 5Y	23.84%	ROE	40.84%	52W High	1331.34 0.58%	Perf Year	97.60%
Cash/sh	19.68	P/FCF	76.54	EPS past 3/5Y	20.85% 36.85%	ROIC	23.17%	52W Low	587.04 128.12%	Perf 3Y	636.96%
Dividend Est.	-	EV/EBITDA	21.76	Sales past 3/5Y	9.39% 14.04%	Gross Margin	46.52%	Volatility	2.01% 2.03%	Perf 5Y	187.21%
Dividend TTM	-	EV/Sales	14.52	EPS Y/Y TTM	47.22%	Oper. Margin	27.17%	ATR (14)	26.21	Perf 10Y	1288.93%
Dividend Ex-Date	-	Quick Ratio	1.20	Sales Y/Y TTM	14.11%	Profit Margin	23.25%	RSI (14)	78.83	Recom	1.79
Dividend Gr. 3/5Y	- -	Current Ratio	1.20	EPS Q/Q	25.26%	SMA20	7.47%	Beta	1.59	Target Price	1208.15
Payout	0.00%	Debt/Eq	0.73	Sales Q/Q	10.62%	SMA50	13.35%	Rel Volume	0.79	Prev Close	1323.12
Employees	14000	LT Debt/Eq	0.67	Earnings	Jul 17 AMC	SMA200	41.20%	Avg Volume	4.11M	Price	1339.13
IPO	May 23, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.54% 0.34%	Trades		Volume	3,255,698	Change	1.21%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-20-25	Reiterated	Pivotal Research Group	Buy	$1350 → $1600
Jun-12-25	Reiterated	Oppenheimer	Outperform	$1200 → $1425
Jun-03-25	Reiterated	Jefferies	Buy	$1200 → $1400
May-30-25	Reiterated	BofA Securities	Buy	$1175 → $1490
May-19-25	Downgrade	JP Morgan	Overweight → Neutral	$1220
Apr-21-25	Reiterated	Wells Fargo	Overweight	$1210 → $1222
Apr-21-25	Reiterated	Pivotal Research Group	Buy	$1250 → $1350
Apr-21-25	Reiterated	Piper Sandler	Overweight	$1100 → $1150
Apr-21-25	Reiterated	Oppenheimer	Outperform	$1150 → $1200
Apr-21-25	Reiterated	Morgan Stanley	Overweight	$1150 → $1200
Apr-21-25	Reiterated	MoffettNathanson	Buy	$1100 → $1150
Apr-21-25	Reiterated	KeyBanc Capital Markets	Overweight	$1000 → $1070
Apr-21-25	Reiterated	JP Morgan	Overweight	$1025 → $1150
Apr-21-25	Reiterated	Guggenheim	Buy	$1100 → $1150
Apr-21-25	Reiterated	Canaccord Genuity	Buy	$1150 → $1200
Apr-21-25	Reiterated	BMO Capital Markets	Outperform	$1175 → $1200
Apr-21-25	Reiterated	Barclays	Equal Weight	$900 → $1000
Apr-17-25	Resumed	Piper Sandler	Overweight	$1100
Mar-27-25	Initiated	FBN Securities	Outperform	$1165
Mar-17-25	Upgrade	MoffettNathanson	Neutral → Buy	$850 → $1100

Show Previous Ratings

Today 05:45PM	Why Netflix (NFLX) Outpaced the Stock Market Today (Zacks)
05:13PM	Netflix, Inc. (NFLX) Up 45% This Year, Analysts See Further Upside (Insider Monkey)
02:21PM	Call of the Day: Disney (CNBC TV)
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09:04AM	3 Growth Stocks to Take Profits On (Motley Fool)
09:00AM	Netflix, Inc. (NFLX) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
05:24AM	Netflix's Quarterly Earnings Preview: What You Need to Know (Barchart)
Jun-28-25 12:20PM	Jim Cramer on Netflix: "Maybe One of the Best-Run Companies in the Entire World" (Insider Monkey)
Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
08:07PM	Netflix Stock (NFLX) Maintains Bullish Tempo Despite Nosebleed Valuation (TipRanks)
04:22PM	Streaming Winners Netflix, Spotify Get Price-Target Hikes (Investor's Business Daily)
04:15PM	Top Analyst Reports for Berkshire Hathaway, Netflix & Toyota Motor (Zacks)
01:11PM	Streaming Winners Netflix, Spotify Gets Price-Target Hikes (Investor's Business Daily)
12:27PM	Core Scientific rally continues, Uber & Lyft downgraded (Yahoo Finance Video)
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11:15AM	Spotify price target raised to $900 from $700 at BofA (TipRanks)
08:49AM	Big Tech stocks still 'below their peak why the rally will continue (Yahoo Finance)
07:54AM	Netflix Skeptic Raises Stock-Price Target. A $1 Trillion Valuation Is Still a Pipe Dream. (Barrons.com)
07:03AM	Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term (Motley Fool)
04:44AM	The Zacks Analyst Blog Highlights Apple, Netflix and Disney (Zacks)
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Jun-26-25 08:27PM	Analyst Report: Netflix, Inc. (Morningstar Research)
06:04PM	Logan Paul on the Netflix-WWE relationship (CNBC TV)
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06:00AM	Madison Avenue Lands a Bigger Role in Hollywood (The Wall Street Journal)
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Jun-25-25 11:37PM	Consumer Subscription Stocks Q1 Teardown: Netflix (NASDAQ:NFLX) Vs The Rest (StockStory)
02:08PM	Squawk Pod: Coatue's Philippe Laffont: the year of the privates - 06/25/25 Audio Only (CNBC TV)
11:40AM	FOX vs. NFLX: Which Stock Should Value Investors Buy Now? (Zacks)
11:15AM	5 Stocks Driving Nasdaq 100 ETF Higher in 2025 (Zacks)
09:15AM	Can Netflix Stock Hit $1,600 in 2025? (Barchart)
09:15AM	Company News for Jun 25, 2025 (Zacks)
07:30AM	Should You Buy, Sell, or Hold Netflix Stock in 2025? (Motley Fool)
06:00AM	3 Growth Stocks That Turned $5,000 Investments 20 Years Ago Into Over $1 Million Today (Motley Fool)
03:47AM	Netflix Expands Beyond Streaming With Immersive "Netflix House" Venues (Insider Monkey)
02:34AM	Netflix, Inc. (NFLX) Spending A Billion Dollars Is "Fantastic," Says Jim Cramer (Insider Monkey)
Jun-24-25 09:00PM	2 Tech Stocks With More Potential Than Any Cryptocurrency (Motley Fool)
06:57PM	South Park Creators Say Skydance Is Blocking $2.5 Billion Deal (Bloomberg)
12:59PM	Netflix Expands Ad Business: Is it the Next Revenue Pillar? (Zacks)
12:03AM	3 Big Reasons to Love Netflix (NFLX) (StockStory)
Jun-23-25 05:45PM	Netflix (NFLX) Exceeds Market Returns: Some Facts to Consider (Zacks)
03:50PM	Netflix, French Broadcaster TF1 Announce Landmark Partnership to Integrate Live TV, On-Demand Content (Insider Monkey)
03:42PM	Netflix to open entertainment/retail destinations at two malls in late 2025 (Chain Store Age)
12:03PM	House of Cards star Robin Wright says Netflix made her juggle three jobs to earn the same $500,000-per-episode salary as her costar Kevin Spacey (Fortune)
11:31AM	3 Reasons to Hold Netflix Stock in 2H25 Beyond its 38% YTD Growth (Zacks)
11:21AM	Top Streaming Stocks to Strengthen Your Portfolio in the Digital Age (Zacks)
Jun-22-25 10:08AM	Billions of Fans Anticipate Netflix's New Adventure (Bloomberg)
08:15AM	Could Netflix Stock Help You Become a Millionaire? (Motley Fool)
05:53AM	10 Stock Splits Investors Could See Happen by 2026 (Motley Fool)
03:06AM	The Stock Split Announcement All of Wall Street Is Waiting for Is Back on the Table -- and It's Not Netflix or Costco! (Motley Fool)
Jun-21-25 08:30AM	These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Meta Joins List (Investor's Business Daily)
Jun-20-25 02:42PM	Netflix's 40% Rally Spurs Top Target Hike (GuruFocus.com)
02:40PM	Wells Fargo's Steven Cahall breaks down the overweight call on Netflix (CNBC TV)
12:33PM	Netflix Stock Gets Street-High Price Target On Global Growth Prospects (Investor's Business Daily)
11:36AM	Netflix Stock Can Keep Rising, Analysts Say (Barrons.com)
11:31AM	Dallas Cowboys cheerleaders have more reason to cheer: Theyre getting a 400% pay increase (Fortune)
09:30AM	Co-Chiefs Greg Peters and Ted Sarandos Have Made Netflix More Nimble (Barrons.com)
09:10AM	Netflix receives Street-high target at Pivotal Research (Investing.com)
06:34AM	This AI Trader Bought Meta Stock and Dumped Eli Lilly (Barrons.com)
06:20AM	Should First Trust Large Cap Growth AlphaDEX ETF (FTC) Be on Your Investing Radar? (Zacks)
04:30AM	Could Netflix become an aggregator of linear channels? (Investing.com)
Jun-19-25 11:44AM	Netflix vs. Amazon: Which Streaming Giant Has Better Upside Potential? (Zacks)
07:17AM	3 Growth Stocks to Buy and Forget About (Motley Fool)
06:20AM	Should First Trust NASDAQ-100 Ex-Technology Sector ETF (QQXT) Be on Your Investing Radar? (Zacks)
12:35AM	2 Cash-Producing Stocks for Long-Term Investors and 1 to Steer Clear Of (StockStory)
Jun-18-25 07:35PM	What Drives Stock Outperformance? (Zacks)
01:30PM	Streaming dominates U.S. TV for the first time, beating broadcast and cable combined (FastCompany)
12:04PM	Disney's New Amazon Deal: Does Ad Targeting Upgrade Justify a Buy? (Zacks)
11:41AM	Want to play Squid Games or dodge a Demogorgan? Netflix is opening its first two entertainment complexes at the end of the year (Fortune)
09:06AM	Why the Netflix Stock (NFLX) Rally Isnt Done Yet (TipRanks)
09:05AM	AEW CEO Tony Khan: The breakup of Warner Bros. Discovery won't affect our business (Yahoo Finance)
09:00AM	Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know (Zacks)
08:15AM	Prediction: This Monster Stock Can Double in 5 Years (Motley Fool)
08:03AM	Netflix Crushed Traditional TV. Why the Streamer Now Wants a Piece of the Action. (Barrons.com)
07:24AM	Netflix to start streaming live TV for the first time (The Telegraph)
06:47AM	Stocks Are Volatile Right Now. Why Gold and Other Havens Aren't Safe Either. (Barrons.com)
Jun-17-25 01:38PM	Netflix is setting its sights on the theme-park world, after already taking over TV (MarketWatch)
01:05PM	6 Growth Stocks for a Bull Market (Barrons.com)
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12:10PM	The Top 5 Analyst Questions From Netflix's Q1 Earnings Call (StockStory)
09:15AM	What's inside the Netflix House locations opening later this year (LA Times)
09:15AM	Netflix House To Open In Philadelphia & Dallas Late 2025; Expands To Las Vegas Strip In 2027 (PR Newswire)
08:00AM	TV milestone: Streaming is now bigger than cable and broadcast combined (LA Times)
Jun-16-25 02:32PM	Netflix Expands Programmatic Ad Reach With Yahoo DSP Integration (GuruFocus.com)
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Jun-15-25 08:07AM	3 Reasons to Avoid AMC Stock and 1 Rival to Buy Instead (Motley Fool)
Jun-14-25 06:45PM	Why Netflix Should Replace Tesla in the "Magnificent Seven" (Motley Fool)
Jun-13-25 03:48PM	Many Media Companies Aren't Thriving. Their CEOs Are Paid a Lot. (Barrons.com)
02:27PM	Netflix and 6 More Winning Stocks to Sell Now (Barrons.com)
02:24PM	Calls of the Day: Netflix, NRG Energy, Air Products, and Abbvie (CNBC TV)
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12:00PM	Netflix to Announce Second Quarter 2025 Financial Results (PR Newswire)
07:23AM	Should You Buy Polkadot While It's Under $5? (Motley Fool)
07:10AM	Could Buying Netflix Today Set You Up for Life? (Motley Fool)

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KILGORE LESLIE J	Director	Jun 25 '25	Option Exercise	294.95	212	62,529	35,608	Jun 26 06:06 PM
KILGORE LESLIE J	Director	Jun 25 '25	Sale	1290.00	212	273,480	35,396	Jun 26 06:06 PM
Karbowski Jeffrey William	Chief Accounting Officer	Jun 25 '25	Option Exercise	439.58	620	272,542	620	Jun 26 06:05 PM
Karbowski Jeffrey William	Chief Accounting Officer	Jun 25 '25	Sale	1286.84	620	797,841	0	Jun 26 06:05 PM
KILGORE LESLIE J	Director	Jun 24 '25	Option Exercise	290.34	431	125,139	35,827	Jun 25 07:05 PM
KILGORE LESLIE J	Director	Jun 24 '25	Sale	1267.49	431	546,290	35,396	Jun 25 07:05 PM
KILGORE LESLIE J	Director	Jun 25 '25	Proposed Sale	1290.00	212	273,480		Jun 25 04:29 PM
JEFFREY WILLIAM KARBOWSKI	Officer	Jun 25 '25	Proposed Sale	1279.11	620	793,048		Jun 25 04:24 PM
KILGORE LESLIE J	Director	Jun 24 '25	Proposed Sale	1267.49	431	546,290		Jun 24 05:13 PM
Hoag Jay C	Director	Jun 05 '25	Sale	1252.35	31,750	39,761,996	63,040	Jun 09 05:45 PM
KILGORE LESLIE J	Director	Jun 05 '25	Option Exercise	287.61	652	187,523	36,048	Jun 06 04:48 PM
KILGORE LESLIE J	Director	Jun 05 '25	Sale	1251.64	652	816,070	35,396	Jun 06 04:48 PM
MATHER ANN	Director	Jun 05 '25	Option Exercise	344.10	1,090	375,073	1,090	Jun 06 04:46 PM
MATHER ANN	Director	Jun 05 '25	Sale	1250.00	1,090	1,362,500	0	Jun 06 04:46 PM
Jay C. Hoag	Affiliate	Jun 05 '25	Proposed Sale	1239.66	31,750	39,359,205		Jun 05 05:20 PM
KILGORE LESLIE J	Director	Jun 05 '25	Proposed Sale	1251.64	652	816,070		Jun 05 04:35 PM
ANN MATHER	Director	Jun 05 '25	Proposed Sale	1239.66	1,090	1,351,229		Jun 05 04:20 PM
KILGORE LESLIE J	Director	Jun 03 '25	Option Exercise	280.29	223	62,505	35,619	Jun 04 06:35 PM
KILGORE LESLIE J	Director	Jun 03 '25	Sale	1225.00	223	273,175	35,396	Jun 04 06:35 PM
Neumann Spencer Adam	Chief Financial Officer	Jun 02 '25	Option Exercise	314.18	2,601	817,173	6,292	Jun 03 08:09 PM
Neumann Spencer Adam	Chief Financial Officer	Jun 02 '25	Sale	1211.67	2,601	3,151,556	3,691	Jun 03 08:09 PM
HASTINGS REED	Director	Jun 02 '25	Option Exercise	105.98	26,933	2,854,359	27,327	Jun 03 08:07 PM
HASTINGS REED	Director	Jun 02 '25	Sale	1211.66	26,933	32,633,744	394	Jun 03 08:07 PM
KILGORE LESLIE J	Director	Jun 03 '25	Proposed Sale	1225.00	223	273,175		Jun 03 04:22 PM
Hoag Jay C	Director	May 29 '25	Sale	1189.21	22,504	26,761,942	73,370	Jun 02 06:03 PM
Hoag Jay C	Director	May 29 '25	Sale	1189.21	22,504	26,761,942	73,370	Jun 02 06:03 PM
SPENCER NEUMANN	Officer	Jun 02 '25	Proposed Sale	1207.23	2,601	3,140,005		Jun 02 04:31 PM
HASTINGS REED	Officer	Jun 02 '25	Proposed Sale	1211.66	26,933	32,633,744		Jun 02 04:18 PM
Karbowski Jeffrey William	Chief Accounting Officer	May 27 '25	Option Exercise	429.66	640	274,985	640	May 28 05:35 PM
Karbowski Jeffrey William	Chief Accounting Officer	May 27 '25	Sale	1194.77	640	764,653	0	May 28 05:35 PM
JEFFREY WILLIAM KARBOWSKI	Officer	May 27 '25	Proposed Sale	1185.39	640	758,650		May 27 04:38 PM
KILGORE LESLIE J	Director	May 15 '25	Option Exercise	268.62	465	124,907	35,629	May 16 05:30 PM
KILGORE LESLIE J	Director	May 15 '25	Sale	1172.49	465	545,210	35,396	May 16 05:30 PM
KILGORE LESLIE J	Director	May 15 '25	Proposed Sale	1172.49	465	545,210		May 15 05:23 PM
SMITH BRADFORD L	Director	May 12 '25	Option Exercise	105.33	3,919	412,776	11,888	May 13 06:31 PM
SMITH BRADFORD L	Director	May 12 '25	Sale	1124.26	3,919	4,405,975	7,969	May 13 06:31 PM
Masiyiwa Strive	Director	May 12 '25	Option Exercise	374.77	1,002	375,520	1,002	May 13 06:31 PM
Masiyiwa Strive	Director	May 12 '25	Sale	1124.26	1,002	1,126,509	0	May 13 06:31 PM
MATHER ANN	Director	May 09 '25	Option Exercise	276.14	1,358	375,002	1,358	May 12 08:50 PM
MATHER ANN	Director	May 09 '25	Sale	1150.00	1,358	1,561,700	0	May 12 08:50 PM
STRIVE MASIYIWA	Director	May 12 '25	Proposed Sale	1140.22	1,002	1,142,500		May 12 04:23 PM
BRADFORD LEE SMITH	Director	May 12 '25	Proposed Sale	1140.22	3,919	4,468,522		May 12 04:21 PM
ANN MATHER	Director	May 09 '25	Proposed Sale	1144.43	1,358	1,554,136		May 09 04:20 PM
Willems Cletus R	Chief Global Affairs Officer	May 07 '25	Sale	1138.00	298	339,124	0	May 07 08:30 PM
HYMAN DAVID A	Chief Legal Officer	May 06 '25	Sale	1143.10	425	485,817	31,610	May 07 08:30 PM
Neumann Spencer Adam	Chief Financial Officer	May 06 '25	Sale	1141.28	686	782,915	3,691	May 07 08:30 PM
Peters Gregory K	Co-CEO	May 06 '25	Sale	1141.51	2,027	2,313,843	12,781	May 07 08:29 PM
SARANDOS THEODORE A	Co-CEO	May 06 '25	Sale	1140.25	2,027	2,311,283	15,168	May 07 08:29 PM
Willems Cletus R	Officer	May 07 '25	Proposed Sale	1138.00	298	339,124		May 07 04:29 PM
SARANDOS THEODORE A	Officer	May 06 '25	Proposed Sale	1140.25	2,027	2,311,283		May 06 05:12 PM
Neumann Spencer Adam	Officer	May 06 '25	Proposed Sale	1141.28	686	782,915		May 06 05:00 PM
Peters Gregory K	Officer	May 06 '25	Proposed Sale	1141.51	2,027	2,313,843		May 06 04:10 PM
HYMAN DAVID A	Officer	May 06 '25	Proposed Sale	1142.89	425	485,729		May 06 02:37 PM
KILGORE LESLIE J	Director	May 02 '25	Option Exercise	265.07	236	62,557	35,632	May 05 07:43 PM
KILGORE LESLIE J	Director	May 02 '25	Sale	1150.00	236	271,400	35,396	May 05 07:43 PM
Neumann Spencer Adam	Chief Financial Officer	May 01 '25	Option Exercise	322.70	2,601	839,345	6,292	May 02 08:28 PM
Neumann Spencer Adam	Chief Financial Officer	May 01 '25	Sale	1132.38	2,601	2,945,315	3,691	May 02 08:28 PM
HASTINGS REED	Director	May 01 '25	Option Exercise	105.79	26,977	2,853,897	27,371	May 02 08:28 PM
HASTINGS REED	Director	May 01 '25	Sale	1133.05	26,977	30,566,289	394	May 02 08:28 PM
Dopfner Mathias	Director	Apr 30 '25	Option Exercise	560.16	1,011	566,320	6,038	May 02 08:26 PM
Dopfner Mathias	Director	Apr 30 '25	Sale	1112.65	6,013	6,690,364	25	May 02 08:26 PM
Dopfner Mathias	Director	Apr 30 '25	Option Exercise	374.74	5,002	1,874,467	5,027	May 02 08:26 PM
KILGORE LESLIE J	Director	May 02 '25	Proposed Sale	1150.00	236	271,400		May 02 05:21 PM
Hoag Jay C	Director	Apr 29 '25	Sale	1101.97	32,515	35,830,611	79,040	May 01 05:50 PM
Hoag Jay C	Director	Apr 29 '25	Sale	1113.86	30,985	34,513,097	87,234	May 01 05:49 PM
SPENCER NEUMANN	Officer	May 01 '25	Proposed Sale	1131.72	2,601	2,943,604		May 01 04:30 PM
HASTINGS REED	Officer	May 01 '25	Proposed Sale	1133.05	26,977	30,566,289		May 01 04:02 PM
MATHIAS DOPFNER	Director	Apr 30 '25	Proposed Sale	1112.65	6,013	6,690,364		Apr 30 04:02 PM
Jay C. Hoag	Affiliate	Apr 29 '25	Proposed Sale	1110.38	95,250	105,763,695		Apr 29 05:02 PM
Karbowski Jeffrey William	Chief Accounting Officer	Apr 25 '25	Option Exercise	408.03	640	261,142	640	Apr 28 05:32 PM
Karbowski Jeffrey William	Chief Accounting Officer	Apr 25 '25	Sale	1097.04	640	702,106	0	Apr 28 05:32 PM
JEFFREY WILLIAM KARBOWSKI	Officer	Apr 25 '25	Proposed Sale	1096.87	640	701,997		Apr 25 04:24 PM
KILGORE LESLIE J	Director	Apr 23 '25	Option Exercise	231.64	810	187,629	36,206	Apr 24 07:44 PM
KILGORE LESLIE J	Director	Apr 23 '25	Sale	1047.52	810	848,491	35,396	Apr 24 07:44 PM
KILGORE LESLIE J	Director	Apr 23 '25	Proposed Sale	708.69	810	574,041		Apr 23 04:52 PM
Karbowski Jeffrey William	Chief Accounting Officer	Apr 21 '25	Option Exercise	388.88	160	62,221	160	Apr 22 07:57 PM
Karbowski Jeffrey William	Chief Accounting Officer	Apr 21 '25	Sale	1000.00	160	160,000	0	Apr 22 07:57 PM
JEFFREY WILLIAM KARBOWSKI	Officer	Apr 21 '25	Proposed Sale	973.03	160	155,685		Apr 21 04:17 PM
Neumann Spencer Adam	Chief Financial Officer	Apr 01 '25	Option Exercise	336.63	2,601	875,575	6,292	Apr 02 05:43 PM
Neumann Spencer Adam	Chief Financial Officer	Apr 01 '25	Sale	921.72	2,601	2,397,385	3,691	Apr 02 05:43 PM
HASTINGS REED	Executive Chairman	Apr 01 '25	Option Exercise	112.56	25,360	2,854,522	25,754	Apr 02 05:42 PM
HASTINGS REED	Executive Chairman	Apr 01 '25	Sale	921.15	25,360	23,360,282	394	Apr 02 05:42 PM
SPENCER NEUMANN	Officer	Apr 01 '25	Proposed Sale	932.53	2,601	2,425,511		Apr 01 04:21 PM
HASTINGS REED	Officer	Apr 01 '25	Proposed Sale	921.15	25,360	23,360,282		Apr 01 04:02 PM
Karbowski Jeffrey William	Chief Accounting Officer	Mar 25 '25	Option Exercise	378.19	480	181,533	480	Mar 26 07:42 PM
Karbowski Jeffrey William	Chief Accounting Officer	Mar 25 '25	Sale	978.18	480	469,526	0	Mar 26 07:42 PM
JEFFREY WILLIAM KARBOWSKI	Officer	Mar 25 '25	Proposed Sale	971.99	480	466,555		Mar 25 04:21 PM
Neumann Spencer Adam	Chief Financial Officer	Mar 03 '25	Option Exercise	348.47	2,601	906,373	6,292	Mar 04 08:34 PM
Neumann Spencer Adam	Chief Financial Officer	Mar 03 '25	Sale	982.05	2,601	2,554,317	3,691	Mar 04 08:34 PM
HASTINGS REED	Executive Chairman	Mar 03 '25	Option Exercise	93.64	30,485	2,854,484	30,879	Mar 04 08:33 PM
HASTINGS REED	Executive Chairman	Mar 03 '25	Sale	981.92	30,485	29,933,920	394	Mar 04 08:33 PM
SPENCER NEUMANN	Officer	Mar 03 '25	Proposed Sale	980.56	2,601	2,550,437		Mar 03 04:17 PM
HASTINGS REED	Officer	Mar 03 '25	Proposed Sale	981.92	30,485	29,933,920		Mar 03 04:08 PM
Karbowski Jeffrey William	Chief Accounting Officer	Feb 25 '25	Option Exercise	344.56	480	165,387	480	Feb 27 06:04 PM
Karbowski Jeffrey William	Chief Accounting Officer	Feb 26 '25	Option Exercise	348.28	160	55,725	160	Feb 27 06:04 PM
Karbowski Jeffrey William	Chief Accounting Officer	Feb 25 '25	Sale	989.64	480	475,027	0	Feb 27 06:04 PM
Karbowski Jeffrey William	Chief Accounting Officer	Feb 26 '25	Sale	1000.00	160	160,000	0	Feb 27 06:04 PM
JEFFREY WILLIAM KARBOWSKI	Officer	Feb 26 '25	Proposed Sale	977.24	160	156,358		Feb 26 04:21 PM
JEFFREY WILLIAM KARBOWSKI	Officer	Feb 25 '25	Proposed Sale	988.47	480	474,466		Feb 25 04:37 PM
Peters Gregory K	Co-CEO	Feb 13 '25	Option Exercise	309.99	4,570	1,416,654	17,520	Feb 14 04:06 PM

Peers: DHI LEN PHM TOL NVR KBH MTH BZH LGIH TMHC

| Held by: IJR VTI IWM VXF AVUV VB IWN XHB ITB SPSM

Index	RUT	P/E	5.93	EPS (ttm)	18.91	Insider Own	1.84%	Shs Outstand	26.77M	Perf Week	1.59%
Market Cap	3.00B	Forward P/E	6.35	EPS next Y	17.67	Insider Trans	-7.81%	Shs Float	26.29M	Perf Month	4.74%
Enterprise Value	3.22B	PEG	-	EPS next Q	4.43	Inst Own	94.37%	Short Float	3.28%	Perf Quarter	-1.18%
Income	536.90M	P/S	0.68	EPS this Y	-13.77%	Inst Trans	-1.34%	Short Ratio	3.56	Perf Half Y	-17.63%
Sales	4.43B	P/B	1.00	EPS next Y	3.96%	ROA	12.21%	Short Interest	0.86M	Perf YTD	-15.67%
Book/sh	112.29	P/C	3.87	EPS next 5Y	-	ROE	19.02%	52W High	176.18 -36.36%	Perf Year	-5.65%
Cash/sh	28.99	P/FCF	25.16	EPS past 3/5Y	14.06% 34.48%	ROIC	14.23%	52W Low	100.22 11.87%	Perf 3Y	185.00%
Dividend Est.	-	EV/EBITDA	4.67	Sales past 3/5Y	6.36% 12.50%	Gross Margin	26.35%	Volatility	2.97% 3.24%	Perf 5Y	225.36%
Dividend TTM	-	EV/Sales	0.73	EPS Y/Y TTM	8.39%	Oper. Margin	15.20%	ATR (14)	3.61	Perf 10Y	351.55%
Dividend Ex-Date	Jun 27, 2008	Quick Ratio	1.84	Sales Y/Y TTM	8.68%	Profit Margin	12.11%	RSI (14)	56.03	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	7.64	EPS Q/Q	-16.70%	SMA20	3.03%	Beta	1.64	Target Price	158.67
Payout	0.00%	Debt/Eq	0.33	Sales Q/Q	-6.77%	SMA50	3.31%	Rel Volume	0.83	Prev Close	112.74
Employees	1760	LT Debt/Eq	0.25	Earnings	Apr 23 BMO	SMA200	-15.38%	Avg Volume	242.42K	Price	112.12
IPO	Nov 03, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	-4.33% -12.92%	Trades		Volume	201,778	Change	-0.55%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-06-25	Upgrade	Seaport Research Partners	Neutral → Buy	$151
Nov-04-24	Upgrade	Wedbush	Neutral → Outperform	$155 → $185
Aug-28-24	Initiated	Seaport Research Partners	Neutral
Jul-24-24	Initiated	Raymond James	Strong Buy	$200
Dec-18-23	Downgrade	Wedbush	Outperform → Neutral	$116
Aug-12-21	Upgrade	Wedbush	Neutral → Outperform	$80 → $100
Jul-14-20	Resumed	JMP Securities	Mkt Outperform	$47
Jan-08-20	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform	$50
Feb-06-19	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Dec-29-17	Reiterated	Wedbush	Outperform	$35 → $41
Jul-31-17	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform
Dec-06-16	Initiated	Wedbush	Outperform	$28
Jan-05-16	Upgrade	FBN Securities	Sector Perform → Outperform	$23.50
Jan-23-07	Downgrade	Goldman Sachs	Buy → Sell

Show Previous Ratings

Jun-24-25 06:15PM	M/I Homes (MHO) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
Jun-23-25 05:20PM	KB Home (KBH) Tops Q2 Earnings and Revenue Estimates (Zacks)
Jun-18-25 08:46AM	Is the Options Market Predicting a Spike in M/I Homes Stock? (Zacks)
Jun-16-25 05:48AM	New Strong Sell Stocks for June 16th (Zacks)
Jun-13-25 07:45AM	M/I Homes, Inc. Announces Second Quarter Webcast (PR Newswire)
06:15PM	Loading…
Jun-11-25 06:15PM	M/I Homes (MHO) Dips More Than Broader Market: What You Should Know (Zacks)
Jun-05-25 06:15PM	M/I Homes (MHO) Ascends While Market Falls: Some Facts to Note (Zacks)
May-07-25 05:40PM	Century Communities: Despite Some Pain, This Value Play Works (Seeking Alpha)
Apr-24-25 09:30AM	Wall Street Analysts Think M/I Homes (MHO) Is a Good Investment: Is It? (Zacks)
03:05AM	M/I Homes Inc (MHO) Q1 2025 Earnings Call Highlights: Navigating Market Challenges with ... (GuruFocus.com)
01:05AM	Q1 2025 M/I Homes Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-23-25 02:38PM	M/I Homes Q1: There May Be A Lot More Pain Ahead (Seeking Alpha)
02:15PM	M/I Homes, Inc. (MHO) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	M/I Homes (MHO) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:40AM	M/I Homes (MHO) Q1 Earnings and Revenues Miss Estimates (Zacks)
07:36AM	Loading…
07:36AM	M/I Homes: Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	M/I Homes Reports 2025 First Quarter Results (PR Newswire)
Apr-18-25 01:43PM	D.R. Horton Lamented a Slow Spring And More Homebuilder Earnings Are Coming Up (Investopedia)
Apr-17-25 06:15PM	M/I Homes (MHO) Laps the Stock Market: Here's Why (Zacks)
09:15AM	Unveiling M/I Homes (MHO) Q1 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Apr-16-25 06:25PM	Hovnanian Enterprises: Shares Are Too Cheap To Pass Up (Seeking Alpha)
Apr-11-25 06:15PM	M/I Homes (MHO) Increases Yet Falls Behind Market: What Investors Need to Know (Zacks)
Apr-10-25 10:11AM	Strength Seen in Toll Brothers (TOL): Can Its 5.5% Jump Turn into More Strength? (Zacks)
Apr-02-25 06:15PM	M/I Homes (MHO) Beats Stock Market Upswing: What Investors Need to Know (Zacks) -5.72%
Mar-26-25 06:15PM	M/I Homes (MHO) Stock Moves -0.07%: What You Should Know (Zacks)
Mar-17-25 06:15PM	M/I Homes (MHO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Mar-14-25 04:15PM	Changes to M/I Homes Board of Directors (PR Newswire)
Mar-13-25 09:30AM	M/I Homes (MHO) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
Mar-11-25 07:45AM	M/I Homes, Inc. Announces First Quarter Webcast (PR Newswire)
Mar-07-25 06:15PM	M/I Homes (MHO) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
09:41AM	Loading…
09:41AM	Robinhood initiated, MongoDB downgraded: Wall Streets top analyst calls (TipRanks)
Feb-27-25 06:15PM	Here's Why M/I Homes (MHO) Fell More Than Broader Market (Zacks)
Feb-15-25 02:02PM	M/I Homes, Inc. (MHO): Among the Best Consumer Discretionary Stocks to Buy According to Analysts (Insider Monkey)
Feb-11-25 12:00PM	M/I Homes Announces $250 million Share Repurchase Authorization (PR Newswire)
Feb-10-25 01:05PM	Are Options Traders Betting on a Big Move in M/I Homes (MHO) Stock? (Zacks)
Feb-07-25 06:13AM	M/I Homes, Inc. (MHO) Among the Best Residential Real Estate Stocks to Buy According to Analysts (Insider Monkey)
Jan-31-25 02:19AM	M/I Homes Inc (MHO) Q4 2024 Earnings Call Highlights: Record Growth Amid Market Challenges (GuruFocus.com)
Jan-30-25 01:15AM	Q4 2024 M/I Homes Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-29-25 10:00AM	M/I Homes (MHO) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) -5.04%
08:35AM	M/I Homes (MHO) Q4 Earnings Lag Estimates (Zacks)
07:47AM	M/I Homes: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	M/I Homes Reports Fourth Quarter and Year-End Results (PR Newswire)
Jan-24-25 06:15PM	Here's Why M/I Homes (MHO) Fell More Than Broader Market (Zacks)
Jan-17-25 06:15PM	M/I Homes (MHO) Ascends But Remains Behind Market: Some Facts to Note (Zacks)
Jan-09-25 06:15PM	M/I Homes (MHO) Exceeds Market Returns: Some Facts to Consider (Zacks)
Jan-03-25 06:15PM	Here's Why M/I Homes (MHO) Gained But Lagged the Market Today (Zacks)
04:40PM	Is M/I Homes, Inc. (NYSE:MHO) the Best Housing Stock to Invest In According to Analysts? (Insider Monkey)
Dec-27-24 06:15PM	M/I Homes (MHO) Declines More Than Market: Some Information for Investors (Zacks)
Dec-25-24 09:30AM	Wall Street Analysts See M/I Homes (MHO) as a Buy: Should You Invest? (Zacks)
Dec-20-24 06:15PM	M/I Homes (MHO) Stock Sinks As Market Gains: Here's Why (Zacks)
Dec-11-24 06:15PM	M/I Homes (MHO) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Dec-10-24 07:45AM	M/I Homes, Inc. Announces Fourth Quarter and Year-End Earnings Webcast (PR Newswire)
Dec-05-24 06:15PM	Why M/I Homes (MHO) Dipped More Than Broader Market Today (Zacks)
Nov-05-24 09:40AM	Should Value Investors Buy MI Homes (MHO) Stock? (Zacks)
Oct-31-24 03:22AM	M/I Homes Inc (MHO) Q3 2024 Earnings Call Highlights: Record Deliveries and Revenue Amidst ... (GuruFocus.com)
Oct-30-24 08:40AM	M/I Homes (MHO) Tops Q3 Earnings and Revenue Estimates (Zacks)
07:43AM	M/I Homes: Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	M/I Homes Reports 2024 Third Quarter Results (PR Newswire)
Oct-28-24 09:16AM	Curious about M/I Homes (MHO) Q3 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Oct-25-24 07:03PM	Donald Smith & Co. Adjusts Stake in M/I Homes Inc. (GuruFocus.com)
Oct-23-24 06:15PM	Why the Market Dipped But M/I Homes (MHO) Gained Today (Zacks)
Oct-17-24 06:15PM	M/I Homes (MHO) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Oct-16-24 03:03PM	State Street Corp's Strategic Reduction in M/I Homes Inc Holdings (GuruFocus.com)
Oct-11-24 06:15PM	M/I Homes (MHO) Outpaces Stock Market Gains: What You Should Know (Zacks)
Oct-08-24 07:45AM	M/I Homes, Inc. Announces Third Quarter Earnings Webcast (PR Newswire)
Oct-01-24 06:15PM	M/I Homes (MHO) Advances While Market Declines: Some Information for Investors (Zacks)
Sep-30-24 04:05PM	M/I Homes, IBD Stock Of The Day, Eyes Buy Point Amid 47% Rally From July Lows (Investor's Business Daily)
03:13PM	Is M/I Homes, Inc. (MHO) A Cheap Small-Cap Stock To Buy Now? (Insider Monkey)
Sep-24-24 06:15PM	M/I Homes (MHO) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
Sep-23-24 09:40AM	Are Investors Undervaluing MI Homes (MHO) Right Now? (Zacks)
Sep-17-24 09:40AM	Is MI Homes (MHO) Stock Outpacing Its Construction Peers This Year? (Zacks)
Sep-16-24 06:15PM	M/I Homes (MHO) Outpaces Stock Market Gains: What You Should Know (Zacks)
12:00PM	What Makes M/I Homes (MHO) a Strong Momentum Stock: Buy Now? (Zacks)
Sep-10-24 06:15PM	M/I Homes (MHO) Stock Sinks As Market Gains: Here's Why (Zacks)
Sep-06-24 12:00PM	All You Need to Know About M/I Homes (MHO) Rating Upgrade to Strong Buy (Zacks)
09:40AM	Is MI Homes (MHO) Stock Undervalued Right Now? (Zacks)
Sep-04-24 06:15PM	M/I Homes (MHO) Gains As Market Dips: What You Should Know (Zacks)
Aug-29-24 06:15PM	M/I Homes (MHO) Stock Moves -0.8%: What You Should Know (Zacks)
01:17AM	Insider Sale: CEO Robert Schottenstein Sells Shares of M/I Homes Inc (MHO) (GuruFocus.com)
Aug-21-24 09:40AM	Should Value Investors Buy MI Homes (MHO) Stock? (Zacks)
Aug-15-24 10:11AM	3 Russell 2000 Stocks to Buy on the Dip: August 2024 (InvestorPlace)
Aug-13-24 09:00AM	3 Oversold Stocks to Buy on the Dip: August 2024 (InvestorPlace)
Aug-06-24 08:50AM	Here Is Why Bargain Hunters Would Love Fast-paced Mover M/I Homes (MHO) (Zacks)
Aug-05-24 12:20PM	Surging Earnings Estimates Signal Upside for M/I Homes (MHO) Stock (Zacks)
09:40AM	Are Investors Undervaluing MI Homes (MHO) Right Now? (Zacks)
Jul-30-24 10:00AM	Compared to Estimates, M/I Homes (MHO) Q2 Earnings: A Look at Key Metrics (Zacks)
08:40AM	M/I Homes (MHO) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:41AM	M/I Homes: Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	M/I Homes Reports 2024 Second Quarter Results (PR Newswire)
Jul-29-24 09:16AM	Gear Up for M/I Homes (MHO) Q2 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Jul-25-24 09:33AM	M/I Homes (MHO) Gears Up for Q2 Earnings: What to Expect? (Zacks)
Jul-24-24 06:15PM	M/I Homes (MHO) Stock Moves -1.63%: What You Should Know (Zacks)
Jul-18-24 06:15PM	Here's Why M/I Homes (MHO) Fell More Than Broader Market (Zacks)
Jul-12-24 06:15PM	M/I Homes (MHO) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
Jul-10-24 06:26AM	The 3 Most Undervalued Russell 2000 Stocks to Buy in July 2024 (InvestorPlace)
Jul-08-24 07:45AM	M/I Homes, Inc. Announces Second Quarter Earnings Webcast (PR Newswire)
Jun-27-24 06:15PM	M/I Homes (MHO) Laps the Stock Market: Here's Why (Zacks)
Jun-21-24 06:15PM	Why the Market Dipped But M/I Homes (MHO) Gained Today (Zacks)
Jun-17-24 09:40AM	Should Value Investors Buy MI Homes (MHO) Stock? (Zacks)
Jun-13-24 06:15PM	M/I Homes (MHO) Outperforms Broader Market: What You Need to Know (Zacks)

M/I Homes, Inc. engages in the construction and development of residential properties. It operates through the following segments: Northern Homebuilding, Southern Homebuilding, and Financial Services. The Northern Homebuilding segment includes Chicago, Illinois, Cincinnati, Ohio, Columbus, Ohio, Indianapolis, Indiana, Minneapolis or St. Paul, Minnesota, and Detroit, Michigan. The Southern Homebuilding segment refers to Orlando, Florida, Sarasota, Florida, Tampa, Florida, Fort Myers or Naples, Florida, Austin, Texas, Dallas or Fort Worth, Texas, Houston, Texas, San Antonio, Texas, Charlotte, North Carolina, Raleigh, North Carolina, and Nashville, Tennessee. The Financial Services segment offers mortgage banking services to homebuyers. The company was founded by Irving E. Schottenstein and Melvin Schottenstein in 1976 and is headquartered in Columbus, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CREEK PHILLIP G	Ex. Vice President and CFO	Feb 20 '25	Sale	116.00	2,152	249,632	27,071	Feb 20 04:19 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Feb 19 '25	Sale	114.81	1,859	213,441	29,223	Feb 20 04:19 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Feb 19 '25	Sale	114.81	3,716	426,653	350,374	Feb 20 04:16 PM
Krohne Susan E	Chief Legal Officer, Secretary	Feb 19 '25	Sale	114.81	374	42,941	6,996	Feb 20 04:10 PM
CREEK PHILLIP G	Officer	Feb 20 '25	Proposed Sale	116.00	2,152	249,632		Feb 20 10:37 AM
CREEK PHILLIP G	Officer	Feb 19 '25	Proposed Sale	114.82	1,859	213,441		Feb 19 03:12 PM
Krohne Susan E	Officer	Feb 19 '25	Proposed Sale	114.82	374	42,941		Feb 19 03:12 PM
SCHOTTENSTEIN ROBERT H	Officer	Feb 19 '25	Proposed Sale	114.82	3,716	426,653		Feb 19 03:12 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Feb 13 '25	Sale	118.08	420	49,595	31,082	Feb 14 04:04 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Feb 13 '25	Sale	117.36	9,643	1,131,688	31,502	Feb 14 04:02 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Feb 12 '25	Sale	116.01	14,743	1,710,291	354,090	Feb 13 04:02 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Feb 12 '25	Sale	116.01	8,847	1,026,314	41,145	Feb 13 04:01 PM
CREEK PHILLIP G	Officer	Feb 13 '25	Proposed Sale	117.39	10,063	1,181,283		Feb 13 12:47 PM
CREEK PHILLIP G	Officer	Feb 12 '25	Proposed Sale	116.01	8,847	1,026,312		Feb 12 03:13 PM
SCHOTTENSTEIN ROBERT H	Officer	Feb 12 '25	Proposed Sale	116.01	14,743	1,710,288		Feb 12 03:10 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	171.58	3,342	573,404	312,242	Nov 26 03:50 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	171.29	4,838	828,691	315,584	Nov 26 03:49 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	171.07	11,734	2,007,351	320,422	Nov 26 03:48 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	170.86	11,431	1,953,126	332,156	Nov 26 03:48 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	170.57	5,479	934,547	343,587	Nov 26 03:47 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	170.16	8,013	1,363,519	349,066	Nov 26 03:46 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	169.82	7,724	1,311,707	357,079	Nov 26 03:46 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	169.25	4,880	825,937	364,803	Nov 26 03:45 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Option Exercise	52.94	57,371	3,037,285	373,371	Nov 26 03:45 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Nov 25 '24	Sale	168.17	3,688	620,216	369,683	Nov 26 03:45 PM
SCHOTTENSTEIN ROBERT H	Officer	Nov 25 '24	Proposed Sale	160.59	3,758	603,497		Nov 25 04:19 PM
SCHOTTENSTEIN ROBERT H	Officer	Nov 25 '24	Proposed Sale	164.34	57,371	9,428,350		Nov 25 01:43 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Sale	167.38	76	12,721	18,545	Nov 13 04:07 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Sale	166.91	4,136	690,348	18,621	Nov 13 04:06 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Sale	166.56	7,541	1,256,065	22,757	Nov 13 04:06 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Sale	166.32	5,913	983,424	30,298	Nov 13 04:05 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Sale	166.00	5,894	978,404	36,211	Nov 13 04:04 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Option Exercise	51.82	33,000	1,710,060	51,545	Nov 13 04:01 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 08 '24	Sale	165.30	9,440	1,560,437	42,105	Nov 13 04:01 PM
CREEK PHILLIP G	Officer	Nov 08 '24	Proposed Sale	166.10	33,000	5,481,397		Nov 08 04:35 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 07 '24	Sale	164.88	2,372	391,093	18,545	Nov 07 07:57 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 07 '24	Sale	164.33	3,905	641,728	20,917	Nov 07 07:55 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 07 '24	Sale	163.97	4,401	721,622	24,822	Nov 07 07:54 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 07 '24	Sale	158.75	9,403	1,492,683	29,223	Nov 07 07:47 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 07 '24	Option Exercise	42.23	24,000	1,013,520	42,545	Nov 07 07:45 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 07 '24	Sale	162.64	3,919	637,370	38,626	Nov 07 07:45 PM
CREEK PHILLIP G	Officer	Nov 07 '24	Proposed Sale	163.69	24,000	3,928,578		Nov 07 04:42 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 06 '24	Option Exercise	42.23	20,000	844,600	38,545	Nov 07 04:11 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 05 '24	Option Exercise	27.62	8,233	227,395	26,778	Nov 07 04:11 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 06 '24	Sale	160.00	20,000	3,200,000	18,545	Nov 07 04:11 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Nov 05 '24	Sale	160.00	8,233	1,317,280	18,545	Nov 07 04:11 PM
CREEK PHILLIP G	Officer	Nov 06 '24	Proposed Sale	160.00	20,000	3,200,000		Nov 06 03:36 PM
CREEK PHILLIP G	Officer	Nov 05 '24	Proposed Sale	160.00	8,233	1,317,280		Nov 05 04:54 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 30 '24	Option Exercise	51.82	6,000	310,920	98,115	Sep 03 04:06 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 29 '24	Sale	160.00	23,810	3,809,600	92,115	Sep 03 04:06 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 30 '24	Sale	160.00	7,928	1,268,480	90,187	Sep 03 04:06 PM
SCHOTTENSTEIN ROBERT H	Officer	Aug 27 '24	Proposed Sale	163.69	7,026	1,150,090		Aug 30 01:55 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 27 '24	Sale	163.94	4,778	783,308	115,925	Aug 28 04:06 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 27 '24	Option Exercise	51.82	4,629	239,875	127,580	Aug 28 04:03 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 27 '24	Sale	163.30	6,877	1,122,997	120,703	Aug 28 04:03 PM
Krohne Susan E	Officer	Aug 28 '24	Proposed Sale	166.08	2,500	415,200		Aug 28 11:37 AM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 02 '24	Option Exercise	42.23	17,911	756,382	140,862	Aug 05 04:03 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 02 '24	Sale	154.00	17,911	2,758,294	122,951	Aug 05 04:03 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 01 '24	Option Exercise	42.23	2,089	88,218	125,040	Aug 02 04:12 PM
SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	Aug 01 '24	Sale	166.12	2,089	347,018	122,951	Aug 02 04:12 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Aug 01 '24	Option Exercise	27.62	2,767	76,425	21,312	Aug 02 04:10 PM
CREEK PHILLIP G	Ex. Vice President and CFO	Aug 01 '24	Sale	166.24	2,767	459,978	18,545	Aug 02 04:10 PM
HUNKER ANN MARIE	Principal Accounting Officer	Aug 01 '24	Option Exercise	45.60	2,500	113,995	3,803	Aug 02 04:07 PM
HUNKER ANN MARIE	Principal Accounting Officer	Aug 01 '24	Sale	168.03	2,500	420,075	1,303	Aug 02 04:07 PM
SCHOTTENSTEIN ROBERT H	Officer	Aug 01 '24	Proposed Sale	165.54	40,000	6,621,600		Aug 01 03:16 PM
CREEK PHILLIP G	Officer	Aug 01 '24	Proposed Sale	165.86	55,000	9,122,300		Aug 01 11:15 AM
HUNKER ANN MARIE	Officer	Aug 01 '24	Proposed Sale	165.29	2,500	413,225		Aug 01 11:01 AM

TDG Transdigm Group Incorporated daily Stock Chart

Peers: HON GE BA LMT NOC LHX GD TXT

| Held by: VTI VOO VO SPY IVV VUG VOT XLI ITA JEPI

Index	S&P 500	P/E	51.35	EPS (ttm)	29.62	Insider Own	1.68%	Shs Outstand	56.22M	Perf Week	3.40%
Market Cap	85.41B	Forward P/E	34.93	EPS next Y	43.53	Insider Trans	-26.19%	Shs Float	55.22M	Perf Month	4.10%
Enterprise Value	108.09B	PEG	3.71	EPS next Q	9.82	Inst Own	95.72%	Short Float	2.02%	Perf Quarter	10.42%
Income	1.72B	P/S	10.18	EPS this Y	10.03%	Inst Trans	17.29%	Short Ratio	3.63	Perf Half Y	16.82%
Sales	8.39B	P/B	-	EPS next Y	16.39%	ROA	7.91%	Short Interest	1.12M	Perf YTD	19.99%
Book/sh	-100.86	P/C	35.21	EPS next 5Y	13.83%	ROE	-	52W High	1503.15 1.16%	Perf Year	23.42%
Cash/sh	43.19	P/FCF	44.93	EPS past 3/5Y	35.09% 13.11%	ROIC	9.21%	52W Low	1114.14 36.49%	Perf 3Y	229.95%
Dividend Est.	-	EV/EBITDA	25.38	Sales past 3/5Y	18.25% 8.73%	Gross Margin	57.57%	Volatility	1.98% 2.00%	Perf 5Y	273.60%
Dividend TTM	-	EV/Sales	12.88	EPS Y/Y TTM	17.50%	Oper. Margin	46.63%	ATR (14)	31.12	Perf 10Y	885.19%
Dividend Ex-Date	Oct 04, 2024	Quick Ratio	2.12	Sales Y/Y TTM	14.90%	Profit Margin	20.50%	RSI (14)	68.30	Recom	1.65
Dividend Gr. 3/5Y	- -	Current Ratio	3.09	EPS Q/Q	18.25%	SMA20	4.62%	Beta	1.04	Target Price	1579.19
Payout	0.00%	Debt/Eq	-	Sales Q/Q	12.20%	SMA50	6.73%	Rel Volume	0.94	Prev Close	1499.17
Employees	16600	LT Debt/Eq	-	Earnings	May 06 BMO	SMA200	12.80%	Avg Volume	307.19K	Price	1520.64
IPO	Mar 15, 2006	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.70% -0.81%	Trades		Volume	289,648	Change	1.43%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-24-25	Resumed	Stifel	Buy	$1710
Apr-09-25	Upgrade	Northcoast	Neutral → Buy	$1500
Feb-24-25	Upgrade	UBS	Neutral → Buy	$1595
Feb-07-25	Upgrade	Wells Fargo	Equal Weight → Overweight	$1375 → $1500
Jan-06-25	Downgrade	Barclays	Overweight → Equal Weight	$1500
Jan-02-25	Downgrade	Deutsche Bank	Buy → Hold	$1444 → $1348
Aug-01-24	Initiated	Northcoast	Neutral
Jan-17-24	Initiated	KeyBanc Capital Markets	Overweight	$1180
Dec-12-23	Initiated	William Blair	Outperform
Dec-01-23	Initiated	Stifel	Hold	$1000
Nov-15-23	Downgrade	Alembic Global Advisors	Overweight → Neutral
Oct-11-23	Initiated	UBS	Neutral	$950
Sep-28-23	Initiated	Deutsche Bank	Buy	$1001
Jul-06-23	Initiated	Citigroup	Buy	$1042
Nov-28-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$735 → $660
Oct-12-22	Initiated	Credit Suisse	Outperform	$661
Oct-11-22	Initiated	Wolfe Research	Outperform	$650
Feb-16-22	Resumed	Wolfe Research	Outperform	$760
Jan-07-22	Upgrade	Truist	Hold → Buy	$600 → $786
Nov-23-21	Upgrade	BofA Securities	Neutral → Buy	$700 → $790

Show Previous Ratings

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May-30-25 12:37AM	1 Industrials Stock to Target This Week and 2 to Avoid (StockStory)
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May-23-25 12:31AM	1 Profitable Stock on Our Buy List and 2 to Avoid (StockStory)
May-22-25 11:41AM	TransDigm Agrees to Buy Servotronics for $110M, Expands Portfolio (Zacks)
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May-07-25 04:00AM	Fidelity Select Industrials Portfolio Q1 2025 Commentary (Seeking Alpha)
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03:14AM	Q2 2025 TransDigm Group Inc Earnings Call (Thomson Reuters StreetEvents)
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04:51PM	Analyst Report: TransDigm Group Incorporated (Morningstar Research)
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08:25AM	TransDigm Group (TDG) Q2 Earnings Top Estimates (Zacks)
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07:27AM	TransDigm: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
07:15AM	TransDigm Group Reports Fiscal 2025 Second Quarter Results (PR Newswire)
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12:36AM	1 Hated Stock that Deserves Some Love and 2 to Turn Down (StockStory)
Apr-30-25 04:06PM	Three Reasons To Watch This Boeing Supplier And One Point Of Caution (Investor's Business Daily)
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10:01AM	TransDigm Group (TDG) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
05:02AM	3 Reasons to Avoid THS and 1 Stock to Buy Instead (StockStory)
Apr-28-25 08:00AM	TransDigm Second Quarter Earnings Report and Conference Call Set for Tuesday, May 6, 2025 (PR Newswire)
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Apr-23-25 10:27AM	Jim Cramer Prefers GE Over TransDigm (TDG): "No Need to Descend to TransDigm" (Insider Monkey)
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Apr-21-25 10:18AM	Will Segment Growth Aid Teledyne Technologies' Q1 Earnings? (Zacks)
Apr-18-25 08:50AM	These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
Apr-17-25 08:50AM	How to Boost Your Portfolio with Top Aerospace Stocks Set to Beat Earnings (Zacks)
Apr-16-25 12:10PM	Will TransDigm (TDG) Beat Estimates Again in Its Next Earnings Report? (Zacks)
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Apr-10-25 10:58AM	How the Pricing Power Helps TransDigm Group Incorporated (TDG)? (Insider Monkey)
10:02AM	Here's Why You Must Add TransDigm Group Stock to Your Portfolio Now (Zacks)
Apr-09-25 10:45AM	Mar Vista U.S. Quality Premier Strategy Q1 2025 Commentary (Seeking Alpha) +6.93%
Apr-08-25 06:20AM	Should You Invest in the SPDR S&P Aerospace & Defense ETF (XAR)? (Zacks)
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09:25AM	Andvari Associates Q1 2025 Letter (Seeking Alpha)
Apr-03-25 04:40PM	Analyst Likes TransDigm Group (TDG) Due to Rapid Growth Amid Boeing Troubles (Insider Monkey)
03:06PM	Analyst Report: TransDigm Group Incorporated (Morningstar Research)
Apr-01-25 09:13AM	Woodward Up 10% YTD: Can the Stock Gain Further Momentum? (Zacks)
Mar-31-25 03:52PM	Why TransDigm Group Incorporated (TDG) Is Gaining This Week? (Insider Monkey)
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Mar-06-25 11:31AM	TransDigm (TDG) Up 6.5% Since Last Earnings Report: Can It Continue? (Zacks)
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Feb-13-25 09:50AM	Here's Why TransDigm Group (TDG) is a Strong Momentum Stock (Zacks)
Feb-12-25 09:45AM	Here's Why TransDigm Group (TDG) is a Strong Growth Stock (Zacks)
Feb-07-25 01:40PM	Wells Fargo upgrades TransDigm on capital deployment upside (Investing.com)
Feb-05-25 02:55AM	Q1 2025 TransDigm Group Inc Earnings Call (Thomson Reuters StreetEvents)
02:12AM	TransDigm Group Inc (TDG) Q1 2025 Earnings Call Highlights: Strong Start with Robust Cash Flow ... (GuruFocus.com)
Feb-04-25 08:30PM	Compared to Estimates, TransDigm (TDG) Q1 Earnings: A Look at Key Metrics (Zacks)
03:07PM	Analyst Report: TransDigm Group Incorporated (Morningstar Research)
08:25AM	TransDigm Group (TDG) Beats Q1 Earnings and Revenue Estimates (Zacks)
07:23AM	TransDigm: Fiscal Q1 Earnings Snapshot (Associated Press Finance)

TransDigm Group, Inc. engages in the design, production, and supply of aircraft components. It operates through the following segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power, and mechanical motion control technologies. The Airframe segment covers operations that primarily develop, produce and market systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies. The Non-Aviation segment focuses on operations that develop, produce and market products for non-aviation markets. The company was founded by W. Nicholas Howley and Douglas W. Peacock in 1993 and is headquartered in Cleveland, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Reiss Joel	Co-Chief Operating Officer	Jun 20 '25	Option Exercise	284.97	3,000	854,910	6,600	Jun 20 05:10 PM
Reiss Joel	Co-Chief Operating Officer	Jun 20 '25	Sale	1424.27	3,000	4,272,802	3,600	Jun 20 05:10 PM
Howley W Nicholas	Director	Jun 16 '25	Option Exercise	140.92	2,736	385,557	24,284	Jun 18 09:15 AM
Howley W Nicholas	Director	Jun 16 '25	Sale	1444.08	2,736	3,951,016	21,548	Jun 18 09:15 AM
Wynne Sarah	Chief Financial Officer	Jun 13 '25	Option Exercise	559.78	1,800	1,007,604	5,200	Jun 13 04:27 PM
Wynne Sarah	Chief Financial Officer	Jun 13 '25	Sale	1450.00	1,800	2,610,000	3,400	Jun 13 04:27 PM
SMALL ROBERT J	Director	Jun 10 '25	Sale	1425.01	45,700	65,122,957	88,419	Jun 12 08:49 PM
Wynne Sarah	Chief Financial Officer	Jun 12 '25	Option Exercise	559.78	3,200	1,791,296	6,600	Jun 12 05:03 PM
Wynne Sarah	Chief Financial Officer	Jun 12 '25	Sale	1452.15	3,200	4,646,865	3,400	Jun 12 05:03 PM
SARAH WYNNE	Officer	Jun 12 '25	Proposed Sale	1429.62	5,000	7,148,100		Jun 12 04:20 PM
Stockbridge Partners LLC	May be deemed affiliate	Jun 10 '25	Proposed Sale	1465.85	65,000	95,280,250		Jun 10 03:38 PM
Reiss Joel	Co-Chief Operating Officer	May 20 '25	Option Exercise	284.97	3,000	854,910	6,600	May 20 04:37 PM
Reiss Joel	Co-Chief Operating Officer	May 20 '25	Sale	1434.35	3,000	4,303,050	3,600	May 20 04:37 PM
HENNESSY SEAN P	Director	May 20 '25	Option Exercise	156.47	4,700	735,409	38,413	May 20 04:37 PM
HENNESSY SEAN P	Director	May 20 '25	Sale	1436.52	4,700	6,751,660	33,713	May 20 04:37 PM
SEAN P HENNESSY	Director	May 20 '25	Proposed Sale	1436.52	4,700	6,751,660		May 20 04:24 PM
Reiss Joel	Officer	May 20 '25	Proposed Sale	1434.35	6,300	9,036,404		May 20 04:00 PM
Howley W Nicholas	Director	May 15 '25	Option Exercise	140.92	2,736	385,557	24,284	May 16 04:08 PM
Howley W Nicholas	Director	May 15 '25	Sale	1395.63	2,736	3,818,433	21,548	May 16 04:08 PM
Valladares III Jorge L.	Director	May 13 '25	Option Exercise	284.97	6,217	1,771,658	6,217	May 14 04:05 PM
Valladares III Jorge L.	Director	May 14 '25	Option Exercise	284.97	3,783	1,078,042	3,783	May 14 04:05 PM
Valladares III Jorge L.	Director	May 13 '25	Sale	1431.75	6,217	8,901,169	0	May 14 04:05 PM
Valladares III Jorge L.	Director	May 14 '25	Sale	1400.47	3,783	5,297,978	0	May 14 04:05 PM
Warren Jessica L	GC, CCO, Secretary	May 13 '25	Option Exercise	643.00	490	315,070	1,065	May 13 04:51 PM
Warren Jessica L	GC, CCO, Secretary	May 13 '25	Sale	1425.00	490	698,250	575	May 13 04:51 PM
Valladares III Jorge L.	Director	May 13 '25	Proposed Sale	1430.22	10,000	14,302,200		May 13 04:25 PM
JESSICA L WARREN	Officer	May 13 '25	Proposed Sale	1425.00	490	698,250		May 13 04:06 PM
Howley W Nicholas	Director	May 05 '25	Option Exercise	140.92	49,241	6,939,042	70,789	May 05 05:09 PM
Howley W Nicholas	Director	May 05 '25	Sale	1475.85	49,241	72,672,115	21,548	May 05 05:09 PM
Howley W Nicholas	Director	May 05 '25	Proposed Sale	1475.85	57,449	84,785,860		May 05 04:24 PM
Reiss Joel	Co-Chief Operating Officer	Apr 21 '25	Option Exercise	226.34	3,300	746,922	6,900	Apr 21 04:57 PM
Reiss Joel	Co-Chief Operating Officer	Apr 21 '25	Sale	1321.80	3,300	4,361,932	3,600	Apr 21 04:57 PM
Stein Kevin M	President & CEO	Apr 14 '25	Option Exercise	195.88	20,000	3,917,600	28,158	Apr 15 06:17 PM
Stein Kevin M	President & CEO	Apr 14 '25	Sale	1329.61	20,000	26,592,148	8,158	Apr 15 06:17 PM
Howley W Nicholas	Director	Apr 15 '25	Option Exercise	140.92	5,472	771,114	27,020	Apr 15 06:17 PM
Howley W Nicholas	Director	Apr 15 '25	Sale	1346.30	5,472	7,366,961	21,548	Apr 15 06:17 PM
Stein Kevin M	Officer	Apr 14 '25	Proposed Sale	1329.61	20,000	26,592,148		Apr 14 04:30 PM
Reiss Joel	Co-Chief Operating Officer	Mar 20 '25	Option Exercise	226.34	3,000	679,020	6,600	Mar 21 04:20 PM
Reiss Joel	Co-Chief Operating Officer	Mar 20 '25	Sale	1360.04	3,000	4,080,130	3,600	Mar 21 04:20 PM
Howley W Nicholas	Director	Mar 17 '25	Option Exercise	140.92	5,472	771,114	27,020	Mar 19 04:34 PM
Howley W Nicholas	Director	Mar 17 '25	Sale	1354.60	5,472	7,412,379	21,548	Mar 19 04:34 PM
SMALL ROBERT J	Director	Mar 14 '25	Sale	1341.12	9,034	12,115,719	93,619	Mar 17 05:24 PM
SMALL ROBERT J	Director	Mar 13 '25	Sale	1335.22	1,000	1,335,219	95,147	Mar 17 05:24 PM
Stein Kevin M	President & CEO	Mar 12 '25	Option Exercise	195.88	20,000	3,917,600	28,158	Mar 12 04:57 PM
Stein Kevin M	President & CEO	Mar 12 '25	Sale	1314.46	20,000	26,289,277	8,158	Mar 12 04:57 PM
SMALL ROBERT J	Director	Mar 10 '25	Sale	1340.20	20,000	26,803,926	95,356	Mar 10 09:40 PM
SMALL ROBERT J	Director	Mar 06 '25	Sale	1345.81	40,000	53,832,271	98,185	Mar 10 09:18 PM
SMALL ROBERT J	Director	Mar 07 '25	Sale	1338.67	20,000	26,773,333	96,884	Mar 10 09:18 PM
Stockbridge Partners LLC	May be deemed affiliate.	Mar 06 '25	Proposed Sale	1375.02	100,000	137,502,000		Mar 06 09:29 AM
JESSICA L WARREN	Officer	Mar 04 '25	Proposed Sale	1376.32	275	378,487		Mar 04 05:41 PM
Warren Jessica L	GC, CCO, Secretary	Mar 04 '25	Option Exercise	560.81	275	154,223	850	Mar 04 04:59 PM
Warren Jessica L	GC, CCO, Secretary	Mar 04 '25	Sale	1376.32	275	378,487	575	Mar 04 04:59 PM
Reiss Joel	Co-Chief Operating Officer	Feb 20 '25	Option Exercise	226.34	3,000	679,020	6,600	Feb 25 04:31 PM
Reiss Joel	Co-Chief Operating Officer	Feb 20 '25	Sale	1323.02	3,000	3,969,061	3,600	Feb 25 04:31 PM
Howley W Nicholas	Director	Feb 18 '25	Option Exercise	140.92	5,472	771,114	27,020	Feb 20 08:40 PM
Howley W Nicholas	Director	Feb 18 '25	Sale	1315.93	5,472	7,200,790	21,548	Feb 20 08:40 PM
Reiss Joel	Affiliate	Feb 20 '25	Proposed Sale	1342.00	12,000	16,104,000		Feb 20 04:08 PM
SMALL ROBERT J	Director	Feb 14 '25	Option Exercise	97.84	3,650	357,116	19,189	Feb 18 04:32 PM
SMALL ROBERT J	Director	Feb 14 '25	Sale	1322.19	3,650	4,826,008	15,539	Feb 18 04:32 PM
ROBERT SMALL	Director	Feb 14 '25	Proposed Sale	1322.19	3,650	4,826,008		Feb 14 05:42 PM
Stein Kevin M	President & CEO	Feb 12 '25	Option Exercise	195.88	20,000	3,917,600	28,158	Feb 13 09:36 PM
Stein Kevin M	President & CEO	Feb 12 '25	Sale	1354.08	20,000	27,081,656	8,158	Feb 13 09:36 PM
Reiss Joel	Co-Chief Operating Officer	Jan 21 '25	Option Exercise	226.34	3,000	679,020	6,600	Jan 22 09:04 PM
Reiss Joel	Co-Chief Operating Officer	Jan 21 '25	Sale	1359.06	3,000	4,077,173	3,600	Jan 22 09:04 PM
Howley W Nicholas	Director	Jan 15 '25	Option Exercise	140.92	5,472	771,114	27,020	Jan 15 04:45 PM
Howley W Nicholas	Director	Jan 15 '25	Sale	1296.77	5,472	7,095,899	21,548	Jan 15 04:45 PM
Stein Kevin M	President & CEO	Jan 13 '25	Option Exercise	195.88	20,000	3,917,600	28,158	Jan 15 04:45 PM
Stein Kevin M	President & CEO	Jan 13 '25	Sale	1267.21	20,000	25,344,186	8,158	Jan 15 04:45 PM
Howley W Nicholas	Officer	Jan 15 '25	Proposed Sale	1300.73	21,888	28,470,378		Jan 15 04:03 PM
Reiss Joel	Co-Chief Operating Officer	Dec 20 '24	Option Exercise	226.34	3,000	679,020	6,600	Dec 20 04:28 PM
Reiss Joel	Co-Chief Operating Officer	Dec 20 '24	Sale	1257.09	3,000	3,771,261	3,600	Dec 20 04:28 PM
Reiss Joel	Affiliate	Dec 20 '24	Proposed Sale	1260.00	9,000	11,340,000		Dec 20 04:15 PM
Howley W Nicholas	Director	Dec 16 '24	Option Exercise	140.92	5,472	771,114	27,020	Dec 17 04:36 PM
Howley W Nicholas	Director	Dec 16 '24	Sale	1273.48	5,472	6,968,495	21,548	Dec 17 04:36 PM
Stein Kevin M	President & CEO	Dec 12 '24	Option Exercise	195.88	20,000	3,917,600	28,158	Dec 16 05:00 PM
Stein Kevin M	President & CEO	Dec 12 '24	Sale	1248.07	20,000	24,961,348	8,158	Dec 16 05:00 PM
SMALL ROBERT J	Director	Dec 12 '24	Sale	1248.78	38,053	47,519,855	567,323	Dec 16 04:57 PM
Stein Kevin M	Officer	Dec 12 '24	Proposed Sale	1246.00	80,000	99,680,000		Dec 12 04:48 PM
Stockbridge Partners LLC	May be deemed affiliate.	Dec 12 '24	Proposed Sale	1246.65	45,000	56,099,250		Dec 12 09:42 AM
Reiss Joel	Co-Chief Operating Officer	Nov 20 '24	Option Exercise	226.34	3,000	679,020	6,600	Nov 20 04:33 PM
Reiss Joel	Co-Chief Operating Officer	Nov 20 '24	Sale	1253.39	3,000	3,760,167	3,600	Nov 20 04:33 PM
Howley W Nicholas	Director	Nov 15 '24	Option Exercise	140.92	5,472	771,114	27,020	Nov 19 04:31 PM
Howley W Nicholas	Director	Nov 15 '24	Sale	1267.29	5,472	6,934,618	21,548	Nov 19 04:31 PM
Reiss Joel	Co-Chief Operating Officer	Oct 15 '24	Option Exercise	226.34	3,000	679,020	6,600	Oct 17 04:36 PM
Reiss Joel	Co-Chief Operating Officer	Oct 15 '24	Sale	1401.75	3,000	4,205,245	3,600	Oct 17 04:36 PM
Howley W Nicholas	Director	Oct 15 '24	Option Exercise	140.92	5,472	771,114	27,020	Oct 17 04:36 PM
Howley W Nicholas	Director	Oct 15 '24	Sale	1402.85	5,472	7,676,385	21,548	Oct 17 04:36 PM
Reiss Joel	Co-Chief Operating Officer	Sep 16 '24	Option Exercise	226.34	3,000	679,020	6,600	Sep 18 04:55 PM
Reiss Joel	Co-Chief Operating Officer	Sep 16 '24	Sale	1375.89	3,000	4,127,667	3,600	Sep 18 04:55 PM
Howley W Nicholas	Director	Sep 16 '24	Option Exercise	215.92	5,472	1,181,514	27,020	Sep 18 04:54 PM
Howley W Nicholas	Director	Sep 16 '24	Sale	1376.42	5,472	7,531,791	21,548	Sep 18 04:54 PM
Howley W Nicholas	Officer	Sep 16 '24	Proposed Sale	1367.00	21,888	29,920,896		Sep 16 04:03 PM
Reiss Joel	Affiliate	Sep 16 '24	Proposed Sale	1367.00	6,000	8,202,000		Sep 16 04:02 PM
Reiss Joel	Co-Chief Operating Officer	Aug 15 '24	Option Exercise	226.34	3,000	679,020	6,600	Aug 16 04:33 PM
Reiss Joel	Co-Chief Operating Officer	Aug 15 '24	Sale	1264.38	3,000	3,793,144	3,600	Aug 16 04:33 PM
Howley W Nicholas	Director	Aug 15 '24	Option Exercise	215.92	5,472	1,181,514	27,020	Aug 16 04:33 PM
Howley W Nicholas	Director	Aug 15 '24	Sale	1264.17	5,472	6,917,515	21,548	Aug 16 04:33 PM
Stein Kevin M	President & CEO	Aug 12 '24	Option Exercise	270.88	10,000	2,708,800	18,158	Aug 14 04:46 PM
Stein Kevin M	President & CEO	Aug 12 '24	Sale	1228.24	10,000	12,282,378	8,158	Aug 14 04:46 PM
Howley W Nicholas	Director	Jul 15 '24	Option Exercise	215.92	5,472	1,181,514	27,020	Jul 16 04:44 PM

Peers: ADP HUBS SHOP INTU PAYC XYZ PCTY GDDY WIX ZUO

| Held by: IWM VXF IWO VTWO SCHA ONEQ AVSC VTWG IWV SCHB

Index	RUT	P/E	-	EPS (ttm)	-0.18	Insider Own	91.96%	Shs Outstand	186.16M	Perf Week	6.82%
Market Cap	1.92B	Forward P/E	53.25	EPS next Y	0.20	Insider Trans	-0.41%	Shs Float	14.67M	Perf Month	4.48%
Enterprise Value	2.31B	PEG	-	EPS next Q	0.02	Inst Own	6.93%	Short Float	5.08%	Perf Quarter	3.75%
Income	-32.48M	P/S	2.86	EPS this Y	138.16%	Inst Trans	-1.86%	Short Ratio	3.63	Perf Half Y	-8.93%
Sales	670.92M	P/B	2.64	EPS next Y	134.87%	ROA	-1.65%	Short Interest	0.75M	Perf YTD	-4.63%
Book/sh	3.97	P/C	12.91	EPS next 5Y	-	ROE	-3.09%	52W High	12.35 -14.98%	Perf Year	-1.13%
Cash/sh	0.81	P/FCF	17.18	EPS past 3/5Y	23.52% 35.31%	ROIC	-2.55%	52W Low	8.10 29.63%	Perf 3Y	16.54%
Dividend Est.	-	EV/EBITDA	13.19	Sales past 3/5Y	12.55% 23.61%	Gross Margin	57.46%	Volatility	3.09% 3.05%	Perf 5Y	-
Dividend TTM	-	EV/Sales	3.44	EPS Y/Y TTM	19.43%	Oper. Margin	13.80%	ATR (14)	0.33	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.21	Sales Y/Y TTM	-1.96%	Profit Margin	-4.84%	RSI (14)	59.61	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.21	EPS Q/Q	52.00%	SMA20	4.91%	Beta	1.06	Target Price	11.77
Payout	-	Debt/Eq	0.73	Sales Q/Q	-16.37%	SMA50	3.75%	Rel Volume	1.27	Prev Close	10.30
Employees	2000	LT Debt/Eq	0.72	Earnings	May 08 AMC	SMA200	0.04%	Avg Volume	205.17K	Price	10.50
IPO	Jul 01, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-239.37% 1.96%	Trades		Volume	260,562	Change	1.94%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-15-24	Downgrade	JP Morgan	Neutral → Underweight	$11 → $10
Oct-11-23	Downgrade	JP Morgan	Overweight → Neutral	$14 → $12
Nov-21-22	Downgrade	Piper Sandler	Overweight → Neutral	$11 → $9
Oct-19-22	Initiated	Goldman	Sell	$8
Oct-21-21	Initiated	Barclays	Equal Weight	$21
Jul-26-21	Initiated	RBC Capital Mkts	Outperform	$21
Jul-26-21	Initiated	Raymond James	Outperform	$20
Jul-26-21	Initiated	Piper Sandler	Overweight	$24
Jul-26-21	Initiated	Oppenheimer	Outperform	$24
Jul-26-21	Initiated	JP Morgan	Overweight	$30
Jul-26-21	Initiated	JMP Securities	Mkt Outperform	$22
Jul-26-21	Initiated	Jefferies	Hold	$19
Jul-26-21	Initiated	Goldman	Buy	$21
Jul-26-21	Initiated	Evercore ISI	Outperform	$24
Jul-26-21	Initiated	Deutsche Bank	Buy	$21
Jul-26-21	Initiated	Canaccord Genuity	Buy	$20
Jul-26-21	Initiated	Barclays	Equal Weight	$19

Show Previous Ratings

Jun-23-25 10:30AM	CARET Welcomes Jay Kuhlman as Chief Executive Officer (Business Wire)
Jun-19-25 09:00AM	Security Information Systems and Carahsoft Partner to Bring Advanced Alarm Monitoring Solutions to the Public Sector (GlobeNewswire)
May-20-25 09:00AM	EverCommerce Appoints Amy Guggenheim Shenkan to Its Board of Directors (GlobeNewswire)
May-13-25 08:13AM	Affirm Stock Pops Nearly 16% as World Market Joins Its BNPL Network (Zacks)
May-09-25 09:44AM	Q1 2025 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents) +6.28%
03:50AM	Loading…
03:50AM	EverCommerce Inc (EVCM) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
May-08-25 06:00PM	EverCommerce (EVCM) Q1 Earnings Miss Estimates (Zacks)
05:03PM	EverCommerce: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	EverCommerce Announces First Quarter 2025 Financial Results (GlobeNewswire)
May-07-25 05:15PM	Paycom Software (PAYC) Q1 Earnings and Revenues Top Estimates (Zacks)
10:09AM	What To Expect From EverCommerce Inc (EVCM) Q1 2025 Earnings (GuruFocus.com)
Apr-24-25 04:00PM	EverCommerce Announces Date of First Quarter 2025 Earnings Call (GlobeNewswire)
Apr-22-25 06:38PM	EverCommerce: An Integrated SaaS Platform With An Expanding Market (Seeking Alpha)
Mar-14-25 10:42AM	Q4 2024 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents)
03:11AM	EverCommerce Inc (EVCM) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Shifts (GuruFocus.com)
06:00PM	Loading…
Mar-13-25 06:00PM	EverCommerce (EVCM) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:35PM	EverCommerce (EVCM) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:40PM	EverCommerce: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	EverCommerce Announces Fourth Quarter and Full Year 2024 Financial Results (GlobeNewswire)
Mar-11-25 09:00AM	EverCommerce Announces Review of Strategic Alternatives for Marketing Technology Solutions (GlobeNewswire)
Feb-28-25 01:29PM	EverCommerce Presents at the Citizens JMP Tech Conference (GlobeNewswire)
Feb-24-25 04:09PM	EverCommerce Announces Date of Fourth Quarter 2024 Earnings Call (GlobeNewswire)
Jan-09-25 10:00AM	EverCommerce Announces Evan Berlin as the Leader of Its EverHealth Vertical (GlobeNewswire)
Dec-16-24 09:00AM	EverCommerce Successfully Reprices Credit Agreement (GlobeNewswire)
Nov-18-24 01:47PM	Evercommerce to Present at Fourth Quarter Investor Conferences (GlobeNewswire)
09:00AM	New EverCommerce Solution Enhancements Generate Efficiencies for Service-Based SMBs During Small Business November (GlobeNewswire)
Nov-14-24 06:45AM	EverCommerce price target raised to $15 from $12 at JMP Securities (TipRanks)
06:41AM	EverCommerce price target raised to $13 from $12 at Oppenheimer (TipRanks)
Nov-13-24 10:20AM	Q3 2024 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents) -7.01%
02:24AM	EverCommerce Inc (EVCM) Q3 2024 Earnings Call Highlights: Strong Payments Growth and Strategic ... (GuruFocus.com)
06:30PM	Loading…
Nov-12-24 06:30PM	Compared to Estimates, EverCommerce (EVCM) Q3 Earnings: A Look at Key Metrics (Zacks)
06:00PM	EverCommerce (EVCM) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
05:03PM	EverCommerce: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	EverCommerce Announces Third Quarter 2024 Financial Results (GlobeNewswire)
04:05PM	EverCommerce Announces Josh McCarter as the Leader of Its EverPro Vertical (GlobeNewswire)
Nov-11-24 07:08AM	Earnings To Watch: EverCommerce Inc (EVCM) Reports Q3 2024 Result (GuruFocus.com)
Oct-21-24 10:56AM	EverCommerce Announces Date of Third Quarter 2024 Earnings Call (GlobeNewswire)
Sep-23-24 09:00AM	TextUs Names Andrew Davis as New Vice President of Marketing (GlobeNewswire)
Sep-20-24 04:15PM	EverCommerce Announces Changes to Its Board Of Directors (GlobeNewswire)
Aug-12-24 02:05PM	Evercommerce to Present at August 2024 Investor Conferences (GlobeNewswire)
Aug-06-24 06:30PM	Compared to Estimates, EverCommerce (EVCM) Q2 Earnings: A Look at Key Metrics (Zacks) -5.29%
06:10PM	EverCommerce (EVCM) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
05:02PM	EverCommerce: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Evercommerce Names Ryan Siurek as Chief Financial Officer (GlobeNewswire)
04:05PM	EverCommerce Announces Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-17-24 03:10PM	EverCommerce Announces Date of Second Quarter 2024 Earnings Call (GlobeNewswire)
May-22-24 07:30AM	EverCommerce Announces an Increase and Extension of its Share Repurchase Program (GlobeNewswire)
May-17-24 11:29AM	EverCommerce to Present at Upcoming Investor Conferences (GlobeNewswire)
May-13-24 11:19AM	EverCommerce Inc. (NASDAQ:EVCM) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 10:13AM	Oppenheimer Adjusts EverCommerce Price Target to $12 From $11, Maintains Outperform Rating (MT Newswires)
09:44AM	Q1 2024 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents)
03:47AM	EverCommerce's Q1 Net Loss Narrows, Revenue Rises; Issues Q2 Revenue Outlook (MT Newswires)
May-09-24 06:30PM	Compared to Estimates, EverCommerce (EVCM) Q1 Earnings: A Look at Key Metrics (Zacks)
04:56PM	EverCommerce: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	EverCommerce Announces First Quarter 2024 Financial Results (GlobeNewswire)
May-07-24 09:15AM	Stay Ahead of the Game With EverCommerce (EVCM) Q1 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Apr-29-24 09:00AM	Three Out of Four Service-Based SMB Owners Are Not Familiar with National Small Business Week, New EverCommerce Survey Finds (GlobeNewswire)
Apr-22-24 02:57PM	EverCommerce Announces Date of First Quarter 2024 Earnings Call (GlobeNewswire)
Apr-21-24 05:30AM	Diversity Goals Are Disappearing From Companies Annual Reports (The Wall Street Journal)
Mar-28-24 04:03PM	EverCommerce Announces New Chief Information Officer and Chief People Officer (GlobeNewswire)
Mar-15-24 10:26AM	EverCommerce Inc. (NASDAQ:EVCM) Q4 2023 Earnings Call Transcript (Insider Monkey) -9.63%
07:01AM	Q4 2023 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-24 09:53PM	EVCM Stock Earnings: EverCommerce Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
06:00PM	Compared to Estimates, EverCommerce (EVCM) Q4 Earnings: A Look at Key Metrics (Zacks)
05:51PM	EverCommerce Inc (EVCM) Reports Mixed Q4 Results Amidst Strategic Shifts (GuruFocus.com)
04:51PM	EverCommerce: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	EverCommerce Announces Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
Mar-13-24 09:00AM	EverCommerce Announces Divestiture of its Fitness Solutions (GlobeNewswire)
Mar-11-24 09:15AM	Exploring Analyst Estimates for EverCommerce (EVCM) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Feb-29-24 05:44PM	Evercommerce To Present at the Citizens JMP Technology Conference (GlobeNewswire)
05:42PM	EverCommerce Announces Date of Fourth Quarter 2023 Earnings Call (GlobeNewswire)
Dec-11-23 10:31AM	This Low-Priced Tech Stock Is Making a Bottom Pattern (TheStreet.com)
Dec-05-23 08:00AM	New EverCommerce Report Reveals Service-Based Small Businesses are Resilient (GlobeNewswire)
Nov-13-23 04:02PM	EverCommerce to Present at Fourth Quarter Investor Conferences (GlobeNewswire)
Nov-08-23 01:42PM	EverCommerce Inc. (NASDAQ:EVCM) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-07-23 07:15AM	Q3 2023 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents) -15.31%
Nov-06-23 07:30PM	Compared to Estimates, EverCommerce (EVCM) Q3 Earnings: A Look at Key Metrics (Zacks)
05:26PM	EverCommerce: Q3 Earnings Snapshot (Associated Press Finance)
05:01PM	EverCommerce Inc (EVCM) Reports 10.5% Revenue Increase in Q3 2023 (GuruFocus.com)
04:05PM	EverCommerce Announces Third Quarter 2023 Financial Results (GlobeNewswire)
Oct-30-23 10:00AM	EverCommerce (EVCM) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release (Zacks)
Oct-16-23 05:34PM	EverCommerce Announces Date of Third Quarter 2023 Earnings Call (GlobeNewswire)
09:55AM	Wall Street Analysts Believe EverCommerce (EVCM) Could Rally 27.45%: Here's is How to Trade (Zacks)
Sep-14-23 09:46PM	Insider Sell: EverCommerce Inc's CMO Sarah Jordan Sells 5,787 Shares (GuruFocus.com)
Aug-09-23 06:52AM	EverCommerce Inc. (NASDAQ:EVCM) Q2 2023 Earnings Call Transcript (Insider Monkey)
06:24AM	Is There An Opportunity With EverCommerce Inc.'s (NASDAQ:EVCM) 26% Undervaluation? (Simply Wall St.)
Aug-08-23 07:23AM	Q2 2023 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-07-23 07:30PM	EverCommerce (EVCM) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
06:15PM	EverCommerce (EVCM) Q2 Earnings Top Estimates (Zacks)
05:08PM	EverCommerce: Q2 Earnings Snapshot (AP Finance)
05:00PM	EverCommerce to Present at Upcoming Investor Conferences (GlobeNewswire)
04:05PM	EverCommerce Announces Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-19-23 10:15AM	EMHware and Greenspace Health Announce Strategic Integration (Business Wire)
Jul-17-23 08:42AM	What Does EverCommerce Inc.'s (NASDAQ:EVCM) Share Price Indicate? (Simply Wall St.)
Jul-13-23 04:05PM	EverCommerce Announces Date of Second Quarter 2023 Earnings Call (GlobeNewswire)
Jun-07-23 09:15AM	EverCommerce Announces Ryan Siurek as Chief Accounting Officer (GlobeNewswire)
May-23-23 04:05PM	EverCommerce to Present at Upcoming Investor Conferences (GlobeNewswire)
May-12-23 03:31PM	3 Overperforming Stocks That Wont Stay That Way for Long (InvestorPlace) -5.72%
May-10-23 08:05AM	Q1 2023 EverCommerce Inc Earnings Call (Thomson Reuters StreetEvents)
May-09-23 06:55PM	EverCommerce (EVCM) Reports Q1 Loss, Tops Revenue Estimates (Zacks)

EverCommerce, Inc. engages in providing integrated, vertically-tailored software-as-a-service solutions for service-based small and medium sized businesses. It operates through the United States and International geographical segments. The company was founded by Eric Remer in September 2016 and is headquartered in Denver, CO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Remer Eric Richard	Chief Executive Officer	Jun 24 '25	Sale	10.02	19,711	197,439	5,369,452	Jun 26 04:07 PM
Remer Eric Richard	Chief Executive Officer	Jun 25 '25	Sale	10.02	4,789	47,994	5,364,663	Jun 26 04:07 PM
Remer Eric Richard	Officer and Director	Jun 25 '25	Proposed Sale	10.02	4,789	47,994		Jun 25 12:54 PM
Remer Eric Richard	Officer and Director	Jun 24 '25	Proposed Sale	10.02	19,711	197,440		Jun 24 04:11 PM
Remer Eric Richard	Chief Executive Officer	Jun 16 '25	Sale	9.56	20,045	191,556	5,393,618	Jun 18 05:36 PM
Remer Eric Richard	Chief Executive Officer	Jun 17 '25	Sale	9.51	4,455	42,385	5,389,163	Jun 18 05:36 PM
Remer Eric Richard	Officer and Director	Jun 17 '25	Proposed Sale	9.55	4,455	42,539		Jun 17 02:34 PM
Remer Eric Richard	Officer and Director	Jun 16 '25	Proposed Sale	9.56	20,045	191,557		Jun 16 04:11 PM
Remer Eric Richard	Chief Executive Officer	Jun 10 '25	Sale	10.29	16,409	168,865	5,421,754	Jun 12 04:17 PM
Remer Eric Richard	Chief Executive Officer	Jun 11 '25	Sale	10.19	8,091	82,464	5,413,663	Jun 12 04:17 PM
Remer Eric Richard	Officer and Director	Jun 11 '25	Proposed Sale	10.19	8,091	82,464		Jun 11 03:58 PM
Remer Eric Richard	Officer and Director	Jun 10 '25	Proposed Sale	10.29	16,409	168,865		Jun 10 04:11 PM
Feierstein Matthew David	President	Jun 03 '25	Sale	10.02	24,571	246,128	2,304,166	Jun 05 04:06 PM
Feierstein Matthew David	President	Jun 02 '25	Sale	10.00	429	4,290	2,334,393	Jun 03 06:45 PM
Remer Eric Richard	Chief Executive Officer	May 28 '25	Sale	10.05	12,272	123,330	5,439,588	May 29 08:15 PM
Remer Eric Richard	Chief Executive Officer	May 27 '25	Sale	9.96	10,803	107,586	5,451,860	May 29 08:15 PM
Remer Eric Richard	Chief Executive Officer	May 29 '25	Sale	10.00	1,425	14,253	5,438,163	May 29 08:15 PM
Remer Eric Richard	Officer and Director	May 29 '25	Proposed Sale	10.00	1,425	14,253		May 29 10:56 AM
Remer Eric Richard	Officer and Director	May 28 '25	Proposed Sale	10.06	12,272	123,402		May 28 04:17 PM
Remer Eric Richard	Officer and Director	May 27 '25	Proposed Sale	9.96	10,803	107,586		May 27 04:20 PM
Remer Eric Richard	Chief Executive Officer	May 13 '25	Sale	11.26	23,119	260,382	7,464,044	May 14 07:07 PM
Remer Eric Richard	Chief Executive Officer	May 14 '25	Sale	11.02	1,381	15,223	7,462,663	May 14 07:07 PM
Storey Lisa E	Chief Legal Officer	May 13 '25	Sale	11.23	9,574	107,478	214,593	May 14 07:02 PM
Storey Lisa E	Chief Legal Officer	May 13 '25	Sale	11.39	2,941	33,485	0	May 14 07:02 PM
Remer Eric Richard	Officer and Director	May 14 '25	Proposed Sale	11.02	1,381	15,223		May 14 11:52 AM
RYAN SIUREK	Officer	May 13 '25	Proposed Sale	11.26	10,000	112,646		May 13 04:59 PM
Remer Eric Richard	Officer and Director	May 13 '25	Proposed Sale	11.26	23,119	260,382		May 13 04:41 PM
LISA STOREY	Officer	May 13 '25	Proposed Sale	11.23	9,574	107,477		May 13 04:03 PM
Feierstein Matthew David	President	May 05 '25	Sale	10.02	24,300	243,539	2,341,006	May 06 09:09 PM
Feierstein Matthew David	President	May 02 '25	Sale	10.00	700	7,000	2,365,306	May 06 09:09 PM
MATTHEW FEIERSTEIN	Officer	May 02 '25	Proposed Sale	9.68	50,000	484,000		May 02 04:40 PM
Remer Eric Richard	Chief Executive Officer	Apr 29 '25	Sale	10.05	17,839	179,309	7,493,824	May 01 04:05 PM
Remer Eric Richard	Chief Executive Officer	Apr 30 '25	Sale	9.71	6,661	64,693	7,487,163	May 01 04:05 PM
Remer Eric Richard	Officer and Director	Apr 30 '25	Proposed Sale	9.71	6,661	64,693		Apr 30 04:42 PM
Remer Eric Richard	Officer and Director	Apr 29 '25	Proposed Sale	10.05	17,839	179,309		Apr 29 04:37 PM
Remer Eric Richard	Chief Executive Officer	Apr 23 '25	Sale	10.14	11,281	114,404	7,514,075	Apr 24 07:58 PM
Remer Eric Richard	Chief Executive Officer	Apr 22 '25	Sale	9.86	10,807	106,599	7,525,356	Apr 24 07:58 PM
Remer Eric Richard	Chief Executive Officer	Apr 24 '25	Sale	10.20	2,412	24,593	7,511,663	Apr 24 07:58 PM
Remer Eric Richard	Officer and Director	Apr 24 '25	Proposed Sale	10.20	2,412	24,593		Apr 24 04:50 PM
Remer Eric Richard	Officer and Director	Apr 23 '25	Proposed Sale	10.14	11,281	114,404		Apr 23 04:16 PM
Remer Eric Richard	Officer and Director	Apr 22 '25	Proposed Sale	9.86	10,807	106,599		Apr 22 04:32 PM
Remer Eric Richard	Chief Executive Officer	Apr 16 '25	Sale	10.02	9,000	90,176	7,543,297	Apr 17 09:02 PM
Remer Eric Richard	Chief Executive Officer	Apr 15 '25	Sale	10.03	8,366	83,904	7,552,297	Apr 17 09:02 PM
Remer Eric Richard	Chief Executive Officer	Apr 17 '25	Sale	10.02	7,134	71,493	7,536,163	Apr 17 09:02 PM
Remer Eric Richard	Officer and Director	Apr 17 '25	Proposed Sale	10.02	7,134	71,493		Apr 17 04:53 PM
Remer Eric Richard	Officer and Director	Apr 16 '25	Proposed Sale	10.02	9,000	90,176		Apr 16 04:32 PM
Remer Eric Richard	Officer and Director	Apr 15 '25	Proposed Sale	10.03	8,366	83,904		Apr 15 04:45 PM
Remer Eric Richard	Chief Executive Officer	Apr 08 '25	Sale	9.48	16,351	154,985	7,568,812	Apr 11 07:00 AM
Remer Eric Richard	Chief Executive Officer	Apr 09 '25	Sale	9.41	8,149	76,715	7,560,663	Apr 11 07:00 AM
Remer Eric Richard	Officer and Director	Apr 09 '25	Proposed Sale	941.40	8,149	7,671,469		Apr 09 04:29 PM
Remer Eric Richard	Officer and Director	Apr 08 '25	Proposed Sale	9.48	16,351	154,988		Apr 08 04:27 PM
Remer Eric Richard	Chief Executive Officer	Apr 03 '25	Sale	9.81	16,339	160,295	7,585,163	Apr 03 07:52 PM
Remer Eric Richard	Chief Executive Officer	Apr 01 '25	Sale	10.11	11,137	112,606	7,609,933	Apr 03 07:52 PM
Remer Eric Richard	Chief Executive Officer	Apr 02 '25	Sale	10.26	8,431	86,489	7,601,502	Apr 03 07:52 PM
Feierstein Matthew David	President	Apr 01 '25	Sale	10.13	21,624	219,025	2,370,628	Apr 03 07:46 PM
Feierstein Matthew David	President	Apr 02 '25	Sale	10.10	3,376	34,102	2,366,006	Apr 03 07:46 PM
Remer Eric Richard	Officer and Director	Apr 03 '25	Proposed Sale	9.81	16,339	160,295		Apr 03 04:31 PM
Remer Eric Richard	Officer and Director	Apr 01 '25	Proposed Sale	10.26	8,431	86,489		Apr 02 04:36 PM
Remer Eric Richard	Officer and Director	Apr 01 '25	Proposed Sale	10.11	11,137	112,606		Apr 01 04:27 PM
Remer Eric Richard	Chief Executive Officer	Mar 25 '25	Sale	10.51	9,366	98,393	7,637,549	Mar 27 07:57 PM
Remer Eric Richard	Chief Executive Officer	Mar 26 '25	Sale	10.50	9,315	97,802	7,628,234	Mar 27 07:57 PM
Remer Eric Richard	Chief Executive Officer	Mar 27 '25	Sale	10.51	7,164	75,261	7,621,070	Mar 27 07:57 PM
Remer Eric Richard	Officer and Director	Mar 27 '25	Proposed Sale	10.51	7,164	75,261		Mar 27 04:42 PM
Remer Eric Richard	Officer and Director	Mar 26 '25	Proposed Sale	10.50	9,315	97,802		Mar 26 05:01 PM
Remer Eric Richard	Officer and Director	Mar 25 '25	Proposed Sale	10.51	9,366	98,393		Mar 25 04:23 PM
Remer Eric Richard	Chief Executive Officer	Mar 19 '25	Sale	9.99	16,424	164,033	7,660,467	Mar 20 09:20 PM
Remer Eric Richard	Chief Executive Officer	Mar 20 '25	Sale	9.97	13,552	135,170	7,646,915	Mar 20 09:20 PM
Remer Eric Richard	Chief Executive Officer	Mar 18 '25	Sale	9.87	9,981	98,529	7,676,891	Mar 20 09:20 PM
Remer Eric Richard	Officer and Director	Mar 20 '25	Proposed Sale	9.97	13,552	135,170		Mar 20 04:54 PM
Feierstein Matthew David	President	Mar 19 '25	Sale	10.02	15,837	158,680	2,392,252	Mar 19 09:45 PM
Feierstein Matthew David	President	Mar 17 '25	Sale	10.02	8,963	89,832	2,408,089	Mar 19 09:45 PM
Remer Eric Richard	Officer and Director	Mar 18 '25	Proposed Sale	9.99	16,424	164,033		Mar 19 04:12 PM
Remer Eric Richard	Officer and Director	Mar 17 '25	Proposed Sale	9.87	9,981	98,530		Mar 18 04:04 PM
MATTHEW FEIERSTEIN	Officer	Mar 17 '25	Proposed Sale	9.36	50,000	468,000		Mar 17 04:39 PM
Remer Eric Richard	Chief Executive Officer	Mar 12 '25	Sale	9.18	10,237	93,932	7,696,989	Mar 14 06:34 PM
Remer Eric Richard	Chief Executive Officer	Mar 13 '25	Sale	9.05	10,117	91,589	7,686,872	Mar 14 06:34 PM
Remer Eric Richard	Officer and Director	Mar 13 '25	Proposed Sale	9.05	10,117	91,589		Mar 13 04:21 PM
Remer Eric Richard	Chief Executive Officer	Mar 11 '25	Sale	9.06	9,404	85,184	7,707,226	Mar 12 05:53 PM
Remer Eric Richard	Officer and Director	Mar 12 '25	Proposed Sale	9.18	10,327	94,757		Mar 12 04:28 PM
Remer Eric Richard	Officer and Director	Mar 11 '25	Proposed Sale	9.06	9,404	85,184		Mar 11 04:31 PM
Remer Eric Richard	Chief Executive Officer	Mar 05 '25	Sale	9.71	9,078	88,164	7,725,318	Mar 07 06:30 PM
Remer Eric Richard	Chief Executive Officer	Mar 06 '25	Sale	9.51	8,688	82,643	7,716,630	Mar 07 06:30 PM
Remer Eric Richard	Officer and Director	Mar 06 '25	Proposed Sale	9.51	8,688	82,643		Mar 06 04:32 PM
Remer Eric Richard	Officer and Director	Mar 05 '25	Proposed Sale	9.71	9,078	88,164		Mar 05 04:25 PM
Feierstein Matthew David	President	Mar 03 '25	Sale	10.01	200	2,001	2,176,816	Mar 04 08:36 PM
Remer Eric Richard	Chief Executive Officer	Mar 04 '25	Sale	9.65	10,406	100,422	7,734,396	Mar 04 08:36 PM
Remer Eric Richard	Officer and Director	Mar 04 '25	Proposed Sale	9.65	10,406	100,422		Mar 04 04:12 PM
Remer Eric Richard	Chief Executive Officer	Feb 20 '25	Sale	10.58	8,012	84,764	7,744,802	Feb 20 06:52 PM
Remer Eric Richard	Chief Executive Officer	Feb 18 '25	Sale	10.94	7,026	76,873	7,758,632	Feb 20 06:52 PM
Remer Eric Richard	Chief Executive Officer	Feb 19 '25	Sale	10.79	5,818	62,749	7,752,814	Feb 20 06:52 PM
Remer Eric Richard	Officer and Director	Feb 20 '25	Proposed Sale	10.58	8,012	84,764		Feb 20 04:32 PM
Remer Eric Richard	Officer and Director	Feb 19 '25	Proposed Sale	10.79	5,818	62,749		Feb 19 04:33 PM
Remer Eric Richard	Officer and Director	Feb 18 '25	Proposed Sale	10.94	7,026	76,873		Feb 18 04:48 PM
Remer Eric Richard	Chief Executive Officer	Feb 11 '25	Sale	10.81	13,856	149,749	7,783,096	Feb 13 09:20 PM
Remer Eric Richard	Chief Executive Officer	Feb 13 '25	Sale	10.80	8,720	94,197	7,765,658	Feb 13 09:20 PM
Remer Eric Richard	Chief Executive Officer	Feb 12 '25	Sale	10.79	8,718	94,065	7,774,378	Feb 13 09:20 PM
Remer Eric Richard	Officer and Director	Feb 13 '25	Proposed Sale	10.80	8,720	94,197		Feb 13 04:22 PM
Remer Eric Richard	Officer and Director	Feb 11 '25	Proposed Sale	10.79	8,718	94,065		Feb 12 04:26 PM
Remer Eric Richard	Officer and Director	Feb 11 '25	Proposed Sale	10.81	13,856	149,749		Feb 11 04:25 PM
Remer Eric Richard	Chief Executive Officer	Feb 06 '25	Sale	10.12	11,200	113,327	7,796,952	Feb 06 09:04 PM

GILD Gilead Sciences, Inc daily Stock Chart

Peers: ABBV BMY MRK PFE AMGN JNJ LLY VRTX REGN BIIB

| Held by: VTI VOO QQQ SPY IVV VTV XLV VYM VHT QQQM

Index	NDX, S&P 500	P/E	23.31	EPS (ttm)	4.76	Insider Own	0.16%	Shs Outstand	1.25B	Perf Week	4.41%
Market Cap	137.91B	Forward P/E	12.93	EPS next Y	8.57	Insider Trans	-15.09%	Shs Float	1.24B	Perf Month	-0.22%
Enterprise Value	153.65B	PEG	0.89	EPS next Q	1.94	Inst Own	86.85%	Short Float	1.85%	Perf Quarter	-0.82%
Income	5.96B	P/S	4.81	EPS this Y	72.50%	Inst Trans	0.38%	Short Ratio	2.48	Perf Half Y	18.01%
Sales	28.69B	P/B	7.20	EPS next Y	7.56%	ROA	10.58%	Short Interest	22.99M	Perf YTD	20.03%
Book/sh	15.39	P/C	15.11	EPS next 5Y	26.05%	ROE	32.51%	52W High	119.96 -7.58%	Perf Year	59.96%
Cash/sh	7.34	P/FCF	14.01	EPS past 3/5Y	-57.36% -38.13%	ROIC	14.44%	52W Low	66.01 67.96%	Perf 3Y	77.17%
Dividend Est.	3.25 (2.93%)	EV/EBITDA	11.23	Sales past 3/5Y	1.62% 5.17%	Gross Margin	78.25%	Volatility	2.41% 2.60%	Perf 5Y	47.73%
Dividend TTM	3.12 (2.81%)	EV/Sales	5.36	EPS Y/Y TTM	1144.01%	Oper. Margin	38.01%	ATR (14)	2.97	Perf 10Y	-8.74%
Dividend Ex-Date	Jun 13, 2025	Quick Ratio	1.23	Sales Y/Y TTM	4.63%	Profit Margin	20.79%	RSI (14)	56.25	Recom	1.87
Dividend Gr. 3/5Y	2.74% 4.10%	Current Ratio	1.37	EPS Q/Q	131.24%	SMA20	1.32%	Beta	0.31	Target Price	117.64
Payout	805.23%	Debt/Eq	1.30	Sales Q/Q	-0.60%	SMA50	4.21%	Rel Volume	0.71	Prev Close	110.67
Employees	17600	LT Debt/Eq	1.16	Earnings	Apr 24 AMC	SMA200	12.46%	Avg Volume	9.27M	Price	110.87
IPO	Jan 22, 1992	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.66% -2.11%	Trades		Volume	6,599,875	Change	0.18%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-22-25	Resumed	Cantor Fitzgerald	Overweight	$125
Mar-04-25	Reiterated	Oppenheimer	Outperform	$115 → $132
Feb-18-25	Upgrade	Deutsche Bank	Hold → Buy	$120
Feb-13-25	Upgrade	DZ Bank	Hold → Buy	$108
Jan-10-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$87 → $113
Dec-10-24	Resumed	BofA Securities	Buy	$109
Nov-15-24	Initiated	Wolfe Research	Outperform	$110
Nov-14-24	Initiated	Citigroup	Buy	$125
Nov-08-24	Downgrade	Maxim Group	Buy → Hold
Oct-21-24	Upgrade	Leerink Partners	Market Perform → Outperform	$74 → $96
Oct-17-24	Initiated	Bernstein	Outperform	$105
Oct-07-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$78 → $100
Jul-08-24	Upgrade	Raymond James	Mkt Perform → Outperform	$93
May-01-24	Reiterated	Maxim Group	Buy	$90 → $85
Apr-24-24	Upgrade	HSBC Securities	Reduce → Hold	$69
Feb-22-24	Downgrade	Truist	Buy → Hold	$91 → $82
Nov-09-23	Initiated	Deutsche Bank	Hold	$75
Sep-08-23	Upgrade	BofA Securities	Neutral → Buy	$88 → $95
Sep-06-23	Initiated	HSBC Securities	Reduce	$71
Jul-24-23	Reiterated	Barclays	Equal Weight	$81 → $80

Show Previous Ratings

Today 07:55AM	Gilead extends gains after Supreme Court upheld an Obamacare provision (Investing.com)
06:20AM	Should You Invest in the VanEck Biotech ETF (BBH)? (Zacks)
Jun-28-25 04:16AM	Gilead, Kymera Partner in $750M Deal to Develop Novel Molecular Glue Degraders for Cancer (Insider Monkey)
Jun-27-25 05:50PM	Gilead Sciences (GILD) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
04:25PM	Gilead, Exact Jump After The Supreme Court Upholds A 'Cornerstone' Of Health Care (Investor's Business Daily)
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11:11AM	Gilead Rises After Supreme Court Says Insurers Must Cover HIV Prevention Drugs (Investor's Business Daily)
10:22AM	Why This Looming Supreme Court Decision Could Rattle Gilead Sciences (Investor's Business Daily)
10:19AM	Kymeras partnerships with Sanofi and Gilead drive value (Investing.com)
09:00AM	Gilead Sciences, Inc. (GILD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
09:00AM	Debut Named to TIME's List of the TIME100 Most Influential Companies 2025 (PR Newswire)
Jun-26-25 12:45PM	Northwell Health named to TIME100 Most Influential Companies 2025 list (Business Wire)
10:45AM	Kymera weakness a buying opportunity, says Stifel (TipRanks)
10:16AM	Trump Vows To Cut 'The Best Deal' On Drug Prices. What To Expect. (Investor's Business Daily)
09:06AM	Morning Movers: General Mills dips following fourth quarter report (TipRanks)
08:40AM	KYMR Collaborates With GILD; Stock Down on Sanofi Deal Update (Zacks)
06:00PM	Loading…
Jun-25-25 06:00PM	Gilead Sciences (GILD) Stock Moves -1.18%: What You Should Know (Zacks)
03:09PM	Alger Russell Innovation Index Updates for Second Quarter 2025 (PR Newswire)
01:15PM	FDA approves Gileads twice-yearly injectable Yeztugo for PrEP (Clinical Trials Arena)
01:04PM	Gilead eyes Kymeras adhesive cancer drug in $750m deal (Pharmaceutical Technology)
08:07AM	Kymera adds Gilead as research partner, while advancing new candidate with Sanofi (BioPharma Dive)
08:00AM	Assembly Biosciences Reports Positive Topline Results from Phase 1b Clinical Trial of Next-Generation Investigational Capsid Assembly Modulator ABI-4334 in Chronic Hepatitis B (GlobeNewswire)
07:00AM	Gilead Sciences and Kymera Therapeutics Enter Into Exclusive Option and License Agreement to Develop Novel Oral Molecular Glue CDK2 Degraders (Business Wire)
Jun-24-25 12:15PM	EMA Accepts GSK's Filing for Linerixibat in Rare Disease-Related Itch (Zacks)
Jun-23-25 01:52PM	Squawk Pod: The U.S.-Iran escalation explained - 06/23/25 Audio Only (CNBC TV)
11:00AM	Gilead Sciences CEO Daniel O'Day on HIV prevention injection approval (CNBC TV)
09:51AM	Gilead Sciences CEO on FDA approval of Yeztugo: A milestone moment in the history of HIV (CNBC TV)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
06:20AM	Should SPDR Russell 1000 Yield Focus ETF (ONEY) Be on Your Investing Radar? (Zacks)
Jun-22-25 11:22PM	5 Insightful Analyst Questions From Gilead Sciences's Q1 Earnings Call (StockStory)
Jun-20-25 04:08PM	The FDA Shake-Up Continues, And Could Impact Genetic Medicines (Investor's Business Daily)
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08:05AM	BMO says lenacapavir approval for prevention a major win for Gilead (TipRanks)
Jun-19-25 01:30PM	FDA Approves Gilead's Twice-Yearly Shot for HIV Prevention (Zacks)
09:50AM	Why Gilead Sciences (GILD) is a Top Momentum Stock for the Long-Term (Zacks)
05:24AM	Gilead Sciences Yeztugo receives approval from US FDA for HIV (Pharmaceutical Technology)
Jun-18-25 10:49PM	Celltrion opens new UK headquarters in Uxbridge, UK (Business Wire)
05:12PM	Gilead's twice-yearly HIV prevention injection gets FDA approval (Yahoo Finance Video)
04:41PM	Gilead's HIV Prevention Drug Is 99.9% Effective. Could Politics Derail It? (Investor's Business Daily)
04:04PM	FDA Approves Gilead's HIV Shot. It Works 99.9% of the Time. (Barrons.com)
03:43PM	FDA Approves Powerful Twice-Yearly Treatment to Prevent HIV (The Wall Street Journal)
02:57PM	Gilead Sciences Wins Approval For Highly Effective HIV Prevention Drug (Investor's Business Daily)
02:52PM	The world's only twice-a-year shot to prevent HIV could stop transmission if people can get it (Associated Press Finance)
02:52PM	FDA approves the world's only twice-a-year shot to prevent HIV (Associated Press Finance)
02:49PM	Yeztugo (Lenacapavir) Is Now the First and Only FDA-Approved HIV Prevention Option Offering 6 Months of Protection (Business Wire)
11:02AM	FDA approves twice-yearly shot of Gilead drug for HIV prevention (BioPharma Dive)
Jun-15-25 05:47AM	Goldman Sachs Reiterates a Hold Rating on Gilead Sciences (GILD) (Insider Monkey)
05:38AM	RBC Capital Lifts Gilead Sciences (GILD) PT to $95 On Insights From a 2022 Patient Survey (Insider Monkey)
Jun-12-25 09:00AM	Investors Heavily Search Gilead Sciences, Inc. (GILD): Here is What You Need to Know (Zacks)
Jun-11-25 10:20AM	Citi sees Gilead clinical holds as only minor setback (TipRanks)
10:20AM	Gilead weekly oral hold should not affect lenacapavir PDUFA, says RBC Capital (TipRanks)
10:15AM	FDA placed clinical hold on Gilead HIV treatment trials of GS-1720 (TipRanks)
09:47AM	FDA Places Clinical Hold on Gilead's HIV Studies, Stock Down (Zacks)
09:30AM	Is It Worth Investing in Gilead (GILD) Based on Wall Street's Bullish Views? (Zacks)
Jun-10-25 05:22PM	Why Gilead Scinces Stock Tumbled on Tuesday (Motley Fool)
09:59AM	Gilead Sciences shares hit after HIV studies placed on hold by FDA (Investing.com)
Jun-09-25 06:20AM	Should You Invest in the iShares Biotechnology ETF (IBB)? (Zacks)
Jun-06-25 09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
12:01AM	2 Reasons to Like GILD (and 1 Not So Much) (StockStory)
Jun-05-25 05:30AM	A New Shot Prevents HIV-and Breathes New Life Into a Stagnant Biotech (The Wall Street Journal)
Jun-03-25 11:41AM	FDA Accepts GSK's NDA for Linerixibat in Rare Disease-Related Itch (Zacks)
09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
12:31AM	1 Healthcare Stock Worth Your Attention and 2 to Turn Down (StockStory)
Jun-02-25 09:38AM	Gilead Reports Positive Data From Trodelvy, Keytruda Combo Study (Zacks)
Jun-01-25 08:00AM	Kite Presents New Real-World Data Supporting Use of Potentially Curative Yescarta in Outpatient Care Setting for Patients with Relapsed/Refractory Large B-Cell Lymphoma at ASCO 2025 (Business Wire)
May-31-25 08:08AM	Gilead's Trodelvy, with Keytruda, cuts breast cancer risk by 35% in trial (Reuters)
08:00AM	Trodelvy Plus Keytruda Reduces Risk of Disease Progression or Death by 35% Versus Keytruda and Chemotherapy in First-Line PD-L1+ Metastatic Triple-Negative Breast Cancer (Business Wire)
May-30-25 11:09AM	Gilead Sciences Stock Gains 21% YTD: Buy, Sell or Hold? (Zacks)
09:11AM	Stock Market News for May 30, 2025 (Zacks)
May-29-25 11:30AM	Why Is Repligen (RGEN) Down 12.2% Since Last Earnings Report? (Zacks)
09:00AM	Here is What to Know Beyond Why Gilead Sciences, Inc. (GILD) is a Trending Stock (Zacks)
May-27-25 06:20AM	Should You Invest in the Invesco Biotechnology & Genome ETF (PBE)? (Zacks)
May-26-25 09:16AM	GILD Announces Positive Data on Trodelvy in First-Line Breast Cancer (Zacks)
04:47AM	Gileads Phase III trial for breast cancer therapy meets primary goal (Clinical Trials Arena)
May-24-25 08:40AM	Gilead announces ASCENT-03 study meets primary endpoint (TipRanks)
May-23-25 10:42AM	Gilead (GILD) to Acquire HOOK for $10 million (Insider Monkey)
08:30AM	ASCENT-03: Trodelvy Demonstrates Highly Statistically Significant & Clinically Meaningful Improvement in Progression Free Survival in Patients With First-line Metastatic Triple-Negative Breast Cancer Who Are Not Candidates for Checkpoint Inhibitors (Business Wire)
May-21-25 09:40AM	Here's Why Gilead Sciences (GILD) is a Strong Value Stock (Zacks)
May-20-25 12:56PM	Gilead Sciences vs GSK: Which HIV Drugmaker is a Smarter Buy Now? (Zacks)
06:20AM	Is Invesco Biotechnology & Genome ETF (PBE) a Strong ETF Right Now? (Zacks)
04:52AM	Stock Market News for May 20, 2025 (Zacks)
May-18-25 03:26PM	Gilead Sciences, Inc. (GILD) and Kite to Present Breakthrough Cancer Therapy Data at 2025 ASCO and EHA (Insider Monkey)
May-15-25 04:15PM	Gilead and Kite Announce Presentation of Transformative Data in 1L Metastatic Triple-Negative Breast Cancer, Updated Results in Multiple Myeloma and Early Data From Novel Investigational CAR T-Cell Therapy Targeting Brain Cancer at 2025 ASCO and EHA (Business Wire)
09:00AM	Is Trending Stock Gilead Sciences, Inc. (GILD) a Buy Now? (Zacks)
May-13-25 05:02PM	Why Gilead Sciences (GILD) Is Among the Best Pharma Stocks to Invest in Amid the Domestic Manufacturing Boom (Insider Monkey)
May-12-25 10:44AM	Trump expected to sign order to slash US drug prices (Yahoo Finance Video) +7.13%
10:24AM	The Zacks Analyst Blog Highlights Disney, Gilead Sciences, Eaton and Maui Land & Pineapple (Zacks)
09:09AM	US-China trade truce, April CPI, drug prices: 3 Things (Yahoo Finance Video)
May-11-25 04:51PM	Is Gilead Sciences (GILD) Among the Best Stocks to Buy According to Jim Simons' Renaissance Technologies? (Insider Monkey)
May-10-25 08:45AM	2 High-Yield Dividend Stocks to Buy in May and Hold Forever (Motley Fool)
May-09-25 05:00PM	Top Analyst Reports for Walt Disney, Gilead Sciences & Eaton (Zacks) +7.13%
06:20AM	Is Invesco Pharmaceuticals ETF (PJP) a Strong ETF Right Now? (Zacks)
12:38AM	3 Value Stocks with Mounting Challenges (StockStory)
May-08-25 10:27AM	Gilead reports final outcomes from trial of bulevirtide for chronic HDV (Clinical Trials Arena)
12:04AM	Hartford Dividend And Growth Fund Q1 2025 Commentary (Seeking Alpha)
May-07-25 10:19PM	How To Put $100 In Your Retirement Fund Each Month With Gilead Sciences Stock (Benzinga)
05:46PM	Gilead to Invest $11 Billion to Bolster Domestic Operations (The Wall Street Journal)
03:37PM	Gilead Sciences to invest $11 billion in U.S. R&D and manufacturing (Investing.com)
03:14PM	Gilead to invest about $32B in U.S. manufacturing through 2030 (Seeking Alpha)
02:52PM	Gilead boosts planned US investments by $11 billion amid tariff threat (Reuters)
11:35AM	2024 Total Dividend Income And Portfolio Update (Seeking Alpha)
02:30AM	Final Data From the Phase 3 MYR301 Study Demonstrated Longer Treatment With Bulevirtide Was Associated With Sustaining Undetectability After Stopping Treatment (Business Wire)

Gilead Sciences, Inc. is a biopharmaceutical company, which engages in the research, development, and commercialization of medicines in areas of unmet medical need. The firm's primary areas of focus include human immunodeficiency virus, acquired immunodeficiency syndrome, liver diseases, hematology, oncology, and inflammation and respiratory diseases. It offers antiviral products under Harvoni, Genvoya, Epclusa, Truvada, Atripla, Descovy, Stribild, Viread, Odefsey, Complera/Eviplera, Sovaldi, and Vosevi brands. The company was founded by Michael L. Riordan on June 22, 1987 and is headquartered in Foster City, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DANIEL O'DAY	Officer	Jun 30 '25	Proposed Sale	110.45	10,000	1,104,483		Jun 30 04:05 PM
Dickinson Andrew D	Chief Financial Officer	Jun 16 '25	Sale	110.17	2,500	275,425	165,110	Jun 17 06:08 PM
Mercier Johanna	Chief Commercial Officer	Jun 16 '25	Sale	110.17	3,000	330,510	120,168	Jun 17 06:04 PM
JOHANNA MERCIER	Officer	Jun 16 '25	Proposed Sale	110.17	3,000	330,510		Jun 16 04:05 PM
ANDREW DICKINSON	Officer	Jun 16 '25	Proposed Sale	110.17	2,500	275,425		Jun 16 04:01 PM
O'Day Daniel Patrick	Chairman & CEO	May 30 '25	Sale	110.42	10,000	1,104,193	620,268	Jun 02 08:55 PM
DANIEL O'DAY	Officer	May 30 '25	Proposed Sale	110.42	10,000	1,104,192		May 30 04:16 PM
Mercier Johanna	Chief Commercial Officer	May 22 '25	Option Exercise	66.64	25,000	1,666,000	136,652	May 23 03:16 PM
Mercier Johanna	Chief Commercial Officer	May 22 '25	Sale	107.52	28,000	3,010,564	121,152	May 23 03:16 PM
JOHANNA MERCIER	Officer	May 22 '25	Proposed Sale	107.52	28,000	3,010,562		May 22 04:01 PM
Dickinson Andrew D	Chief Financial Officer	May 15 '25	Sale	99.82	2,500	249,550	165,674	May 16 04:34 PM
ANDREW DICKINSON	Officer	May 15 '25	Proposed Sale	99.82	2,500	249,550		May 15 04:03 PM
Dickinson Andrew D	Chief Financial Officer	Apr 15 '25	Sale	106.40	2,500	266,000	168,174	Apr 16 03:22 PM
ANDREW DICKINSON	Officer	Apr 15 '25	Proposed Sale	106.40	2,500	266,000		Apr 15 04:04 PM
Dickinson Andrew D	Chief Financial Officer	Mar 17 '25	Sale	110.53	2,500	276,325	170,674	Mar 18 04:37 PM
ANDREW DICKINSON	Officer	Mar 17 '25	Proposed Sale	110.53	2,500	276,325		Mar 17 04:16 PM
Dickinson Andrew D	Chief Financial Officer	Mar 10 '25	Option Exercise	63.91	17,929	1,145,842	186,990	Mar 12 06:41 PM
Dickinson Andrew D	Chief Financial Officer	Mar 10 '25	Sale	118.17	17,929	2,118,696	169,061	Mar 12 06:41 PM
ANDREW DICKINSON	Officer	Mar 10 '25	Proposed Sale	118.17	17,929	2,118,695		Mar 10 04:02 PM
MERDAD V PARSEY	Officer	Mar 03 '25	Proposed Sale	115.70	21,910	2,534,913		Mar 03 04:26 PM
GILEAD SCIENCES, INC.	10% Owner	Feb 18 '25	Buy	11.00	1,363,636	14,999,996	31,424,760	Feb 20 07:42 PM
Dickinson Andrew D	Chief Financial Officer	Feb 18 '25	Sale	104.09	2,500	260,225	169,061	Feb 19 04:43 PM
ANDREW DICKINSON	Officer	Feb 18 '25	Proposed Sale	104.09	2,500	260,225		Feb 18 04:14 PM
Dickinson Andrew D	Chief Financial Officer	Feb 12 '25	Option Exercise	67.27	137,676	9,260,873	308,899	Feb 13 09:13 PM
Dickinson Andrew D	Chief Financial Officer	Feb 12 '25	Sale	102.22	137,676	14,073,241	171,223	Feb 13 09:13 PM
ANDREW DICKINSON	Officer	Feb 12 '25	Proposed Sale	102.22	137,676	14,073,241		Feb 12 04:03 PM
Dickinson Andrew D	Chief Financial Officer	Jan 31 '25	Option Exercise	67.52	142,180	9,600,576	273,053	Feb 03 06:09 PM
Dickinson Andrew D	Chief Financial Officer	Jan 31 '25	Sale	97.22	142,180	13,822,740	129,873	Feb 03 06:09 PM
ANDREW DICKINSON	Officer	Jan 31 '25	Proposed Sale	97.22	142,180	13,822,740		Jan 31 04:15 PM
MERDAD V PARSEY	Officer	Jan 31 '25	Proposed Sale	98.00	184,683	18,098,989		Jan 31 04:01 PM
Dickinson Andrew D	Chief Financial Officer	Jan 15 '25	Sale	91.35	2,500	228,375	129,873	Jan 16 03:31 PM
ANDREW DICKINSON	Officer	Jan 15 '25	Proposed Sale	91.35	2,500	228,375		Jan 15 04:18 PM
GILEAD SCIENCES, INC.	10% Owner	Dec 19 '24	Buy	21.37	940,499	20,098,464	2,209,471	Dec 23 08:26 PM
GILEAD SCIENCES, INC.	10% Owner	Dec 18 '24	Buy	1.04	1,759,978	1,830,377	9,105,451	Dec 19 04:19 PM
Dickinson Andrew D	Chief Financial Officer	Dec 16 '24	Sale	91.96	8,500	781,660	132,373	Dec 17 05:27 PM
ANDREW DICKINSON	Officer	Dec 16 '24	Proposed Sale	91.96	8,500	781,660		Dec 16 04:08 PM
Dickinson Andrew D	Chief Financial Officer	Nov 29 '24	Option Exercise	70.50	248,645	17,528,577	387,564	Dec 03 02:43 PM
Dickinson Andrew D	Chief Financial Officer	Nov 29 '24	Sale	92.76	248,645	23,065,271	138,919	Dec 03 02:43 PM
Parsey Merdad	Chief Medical Officer	Nov 27 '24	Option Exercise	62.44	145,413	9,079,689	245,012	Nov 29 08:10 PM
Parsey Merdad	Chief Medical Officer	Nov 27 '24	Sale	91.92	164,211	15,094,013	80,801	Nov 29 08:10 PM
ANDREW DICKINSON	Officer	Nov 29 '24	Proposed Sale	92.76	248,645	23,065,258		Nov 29 02:35 PM
Bluestone Jeffrey	Director	Nov 26 '24	Option Exercise	61.24	10,000	612,442	15,708	Nov 27 06:14 PM
Bluestone Jeffrey	Director	Nov 26 '24	Sale	91.39	6,788	620,356	8,920	Nov 27 06:14 PM
MERDAD V PARSEY	Officer	Nov 27 '24	Proposed Sale	91.92	164,211	15,094,008		Nov 27 04:15 PM
Bluestone Jeffrey	Director	Nov 26 '24	Proposed Sale	91.39	6,788	620,356		Nov 26 07:31 PM
Mercier Johanna	Chief Commercial Officer	Nov 06 '24	Sale	91.28	5,000	456,400	73,127	Nov 07 04:38 PM
Parsey Merdad	Chief Medical Officer	Nov 06 '24	Option Exercise	57.92	25,000	1,448,000	125,189	Nov 07 04:32 PM
Parsey Merdad	Chief Medical Officer	Nov 06 '24	Sale	91.50	25,590	2,341,485	99,599	Nov 07 04:32 PM
MERDAD V PARSEY	Officer	Nov 06 '24	Proposed Sale	91.50	25,590	2,341,485		Nov 06 04:19 PM
JOHANNA MERCIER	Officer	Nov 06 '24	Proposed Sale	91.28	5,000	456,400		Nov 06 04:07 PM
Parsey Merdad	Chief Medical Officer	Oct 01 '24	Sale	83.83	2,000	167,660	100,189	Oct 02 04:58 PM
MERDAD V PARSEY	Officer	Oct 01 '24	Proposed Sale	83.83	2,000	167,660		Oct 01 04:27 PM
Parsey Merdad	Chief Medical Officer	Sep 12 '24	Option Exercise	57.92	25,000	1,448,000	123,435	Sep 13 07:07 PM
Parsey Merdad	Chief Medical Officer	Sep 12 '24	Sale	84.50	21,246	1,795,287	102,189	Sep 13 07:07 PM
Mercier Johanna	Chief Commercial Officer	Sep 12 '24	Sale	83.78	29,357	2,459,577	78,127	Sep 13 05:08 PM
MERDAD V PARSEY	Officer	Sep 12 '24	Proposed Sale	84.50	21,246	1,795,287		Sep 12 04:45 PM
JOHANNA MERCIER	Officer	Sep 12 '24	Proposed Sale	83.78	29,357	2,459,577		Sep 12 04:43 PM
Mercier Johanna	Chief Commercial Officer	Aug 28 '24	Sale	78.03	9,513	742,299	105,466	Aug 29 03:23 PM
JOHANNA MERCIER	Officer	Aug 28 '24	Proposed Sale	78.03	9,513	742,299		Aug 28 04:18 PM
Mercier Johanna	Chief Commercial Officer	Aug 13 '24	Sale	73.98	5,490	406,150	114,979	Aug 14 02:23 PM
JOHANNA MERCIER	Officer	Aug 13 '24	Proposed Sale	73.98	5,490	406,150		Aug 13 04:27 PM
Parsey Merdad	Chief Medical Officer	Jul 01 '24	Sale	68.63	2,000	137,260	96,380	Jul 01 08:06 PM

Open in Screener

COMP

Compass Inc

Jun 30 • 04:00PM ET

6.28

Dollar change -0.13
Percentage change -2.03	%

Real Estate • Real Estate Services • USA • NYSE

Peers: RDFN ZG EXPI OPEN REAL HOUS CWK CBRE JLL BEKE

| Held by: VNQ VTI VB IWM VBR VXF IWO SCHA FNDA VTWO

Index	RUT	P/E	-	EPS (ttm)	-0.13	Insider Own	13.20%	Shs Outstand	508.57M	Perf Week	0.48%
Market Cap	3.34B	Forward P/E	37.52	EPS next Y	0.17	Insider Trans	-18.04%	Shs Float	461.23M	Perf Month	7.35%
Enterprise Value	3.77B	PEG	-	EPS next Q	0.08	Inst Own	64.81%	Short Float	6.03%	Perf Quarter	-31.22%
Income	-72.20M	P/S	0.56	EPS this Y	78.25%	Inst Trans	8.09%	Short Ratio	3.53	Perf Half Y	4.67%
Sales	5.93B	P/B	5.13	EPS next Y	348.23%	ROA	-5.37%	Short Interest	27.79M	Perf YTD	7.35%
Book/sh	1.22	P/C	26.28	EPS next 5Y	-	ROE	-14.96%	52W High	10.25 -38.73%	Perf Year	74.93%
Cash/sh	0.24	P/FCF	27.95	EPS past 3/5Y	36.58% 20.75%	ROIC	-7.10%	52W Low	3.34 88.02%	Perf 3Y	51.69%
Dividend Est.	-	EV/EBITDA	89.95	Sales past 3/5Y	-4.29% 18.73%	Gross Margin	10.46%	Volatility	3.94% 4.15%	Perf 5Y	-
Dividend TTM	-	EV/Sales	0.64	EPS Y/Y TTM	78.91%	Oper. Margin	-0.82%	ATR (14)	0.28	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.55	Sales Y/Y TTM	19.05%	Profit Margin	-1.22%	RSI (14)	48.59	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.55	EPS Q/Q	66.00%	SMA20	0.95%	Beta	2.60	Target Price	8.75
Payout	-	Debt/Eq	0.88	Sales Q/Q	28.66%	SMA50	-4.40%	Rel Volume	0.83	Prev Close	6.41
Employees	2566	LT Debt/Eq	0.60	Earnings	May 08 AMC	SMA200	-9.82%	Avg Volume	7.88M	Price	6.28
IPO	Apr 01, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-55.98% -4.77%	Trades		Volume	6,504,598	Change	-2.03%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Resumed	BTIG Research	Buy	$9
Jun-27-25	Resumed	BTIG Research	Buy	$9
Apr-28-25	Initiated	Wells Fargo	Equal Weight	$8
Feb-11-25	Upgrade	UBS	Neutral → Buy	$7 → $11
Jun-25-24	Upgrade	Gordon Haskett	Underperform → Hold	$3 → $3.75
Feb-21-24	Downgrade	Gordon Haskett	Hold → Underperform	$2.75 → $2.25
Nov-21-23	Initiated	Deutsche Bank	Hold	$2.70
Jul-24-23	Resumed	Morgan Stanley	Equal-Weight	$4
Jul-24-23	Reiterated	Needham	Buy	$5.50
Jul-19-23	Downgrade	Gordon Haskett	Buy → Hold
Jul-18-23	Initiated	BTIG Research	Buy	$5
Apr-18-23	Initiated	Gordon Haskett	Buy
Dec-02-22	Initiated	UBS	Neutral	$2.75
Jul-21-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$7 → $5
Jun-21-22	Initiated	Compass Point	Buy	$8
Jun-15-22	Reiterated	Oppenheimer	Outperform	$9 → $8
Jan-11-22	Initiated	Berenberg	Buy	$11
Aug-10-21	Upgrade	Compass Point	Neutral → Buy	$20
Aug-10-21	Reiterated	Needham	Buy	$22 → $23
Apr-26-21	Initiated	Oppenheimer	Outperform	$25

Show Previous Ratings

Today 06:30AM	The 5 Most Interesting Analyst Questions From Compass's Q1 Earnings Call (StockStory)
Jun-28-25 03:00AM	How Trumps revenge tax brought the world to its knees (The Telegraph)
Jun-27-25 01:43PM	RepTrak Previews Compass -- A Global Strategic Reputation Intelligence Platform that is More Than a Score (PR Newswire)
Jun-25-25 09:32AM	S&P 500 Opens Higher. It's Closing in on Its High. (Barrons.com)
09:03AM	Chapter Revolutionizes Home Buying by Partnering with Leading Real Estate Brokerage (PR Newswire)
05:00AM	Loading…
05:00AM	DOGE layoffs are starting to leave their mark on D.C.s housing market (Yahoo Finance)
01:00AM	A Shrinking Housing Market Means Upheaval for Buyers (Barrons.com)
Jun-24-25 06:19PM	Why this famous trader is 100% invested in the S&P 500 right now even after the U.S. strike on Iran (MarketWatch)
09:47AM	Why this stock-market wizard is 100% invested in the S&P 500 right now even after the U.S. strike on Iran (MarketWatch)
08:17AM	Real estate company Compass sues Zillow over consumers 'right to choose' (Fox Business)
07:15AM	Crypto Daybook Americas: Bitcoin Reclaims $105K as Iran Tensions Ease, Bulls Regroup (CoinDesk)
07:02AM	Trump Brokers Surprise Iran, Israel Cease-Fire. He's Winning Over the Fed, Too. (Barrons.com)
05:07AM	Is Pentair Stock Outperforming the Nasdaq? (Barchart)
04:56AM	Is Walgreens Stock Underperforming the Nasdaq? (Barchart)
03:17AM	Is Lamb Weston Stock Underperforming the Nasdaq? (Barchart)
11:52PM	Loading…
Jun-23-25 11:52PM	US stocks approach their all-time high as oil prices tumble (Associated Press Finance)
06:20PM	Oil price plunges after Iranian missile strike (The Telegraph)
05:02PM	Compass is Suing Zillow Over New Listing Rules. Why Buyers and Sellers Should Pay Attention. (Barrons.com)
04:30PM	How major US stock indexes fared Monday, 6/23/2025 (Associated Press)
04:10PM	Why Iran's Retaliation Led Oil Prices to Fall and the S&P 500 to Jump 1% (Barrons.com)
02:03PM	Breaking: Wall Street Rallies After U.S. Hits Iran's Nuclear Infrastructure (GuruFocus.com)
12:45PM	Compass sues Zillow for allegedly stifling competition for home listings (Reuters)
10:33AM	Compass sues Zillow over privately marketed listings bans, escalating a long-running fight (Yahoo Finance)
09:51AM	Compasss Psychedelic Drug to Treat Depression Meets Goal in Trial (Bloomberg)
09:34AM	Stocks Slip, Oil Edges Higher in Muted Response to U.S. Attacks on Iran (Barrons.com)
09:03AM	Is Snap-on Stock Underperforming the Nasdaq? (Barchart)
07:30AM	Compass big psychedelic study doesnt impress investors (BioPharma Dive)
07:15AM	Crypto Daybook Americas: Bitcoin Seen Overcoming Bearish Futures, Options Signals (CoinDesk)
06:30AM	Compass Pathways Successfully Achieves Primary Endpoint in First Phase 3 Trial Evaluating COMP360 Psilocybin for Treatment-Resistant Depression (Business Wire)
06:17AM	Is Fox Stock Outperforming the Nasdaq? (Barchart)
05:51AM	Loading…
05:51AM	Is Quest Diagnostics Stock Outperforming the Nasdaq? (Barchart)
Jun-22-25 10:27AM	S&P 500 may be up in June, but Iran attacks and tariff fears are good reasons to rethink risk (MarketWatch)
Jun-20-25 01:40PM	Stocks Waver After Trump Gives Markets Hope on Iran (Barrons.com)
12:56PM	Dow, Nasdaq, S&P 500 Climb After Fed Hint at July Rate Cut (GuruFocus.com)
12:24PM	It's a Big Triple-Witching Day. What It Means for Markets. (Barrons.com)
07:58AM	Is Southwest Airlines Stock Underperforming the Nasdaq? (Barchart)
07:47AM	Is Baxter International Stock Underperforming the Nasdaq? (Barchart)
07:15AM	Crypto Daybook Americas: Bitcoin Buoyed by Trump, but Analysts Eye $92K Risk (CoinDesk)
06:05AM	Is Packaging Corporation of America Underperforming the Nasdaq? (Barchart)
Jun-19-25 09:00AM	Is Genuine Parts Stock Underperforming the Nasdaq? (Barchart)
07:15AM	Crypto Daybook Americas: Bitcoin Shrugs Off Fed, Mideast War, but Derivatives Flash Caution (CoinDesk)
06:54AM	Is Cboe Global Stock Outperforming the Nasdaq? (Barchart)
06:49AM	Is Cincinnati Financial Stock Outperforming the Nasdaq? (Barchart)
06:32AM	Is Tyson Foods Stock Underperforming the Nasdaq? (Barchart)
04:41AM	Is Corpay Stock Outperforming the Nasdaq? (Barchart)
04:20AM	Is CenterPoint Energy Stock Outperforming the Nasdaq? (Barchart)
12:32AM	Global shares decline as tensions simmer in the Middle East (Associated Press)
Jun-18-25 10:47PM	Breaking: S&P 500, Nasdaq and Dow Climb Ahead of Fed Decision (GuruFocus.com)
04:19PM	How major US stock indexes fared Wednesday, 6/18/2025 (Associated Press Finance)
02:43PM	Stocks Edge Higher as Powell Speaks (Barrons.com)
11:12AM	Is Axon Enterprise Stock Outperforming the Nasdaq? (Barchart)
10:05AM	Stocks Edge Higher on Fed Day. Investors Stay Focused on Israel and Iran. (Barrons.com)
09:32AM	Stocks Open Little Changed on Fed Day. Investors Stay Focused on Israel and Iran. (Barrons.com)
08:56AM	Is Brown-Forman Stock Underperforming the Nasdaq? (Barchart)
08:00AM	Year in review: Cash-flow positive Compass faces resi headwinds (The Real Deal)
07:15AM	Crypto Daybook Americas: Bitcoin Holds the Line as Trump Labels Iran Leader Easy Target (CoinDesk)
05:29AM	Is Aptiv Stock Underperforming the Nasdaq? (barchart.com)
03:26AM	Is Hubbell Stock Underperforming the Nasdaq? (barchart.com)
Jun-17-25 04:18PM	How major US stock indexes fared Tuesday, 6/17/2025 (Associated Press Finance)
02:03PM	Stocks Turn Lower After Trump Calls for Iran's Unconditional Surrender (Barrons.com)
01:00PM	The Stock Market Is Rebounding as Wall Street Shrugs Off Trumps Iran Comments (Barrons.com)
07:15AM	Crypto Daybook Americas: Institutions Pile In Amid 'High Conviction' That Prices Will Grind Higher (CoinDesk)
06:56AM	Stocks are having a good war but the dollar is not (Fortune)
12:33AM	Dow drops nearly 300 after oil prices jump as Trump urges Iran's unconditional surrender (Associated Press)
Jun-16-25 04:19PM	How major US stock indexes fared Monday, 6/16/2025 (Associated Press Finance)
04:03PM	S&P 500 Closes Higher. Traders Are Starting to Look Beyond Israel-Iran Conflict. (Barrons.com)
02:30PM	US Economy To Face 'Pretty Limited' Impact From Israel-Iran Airstrikes, With Only A 'Tiny Bit' Recession Risk, Say Economists (Benzinga)
01:25PM	The Stock Market Is Shrugging Off the Israel-Iran Conflict. Is That Normal? (Investopedia)
01:14PM	Stocks Rise as Middle East Worries Show Signs of Abating (Barrons.com)
12:14PM	Stocks Rebound as Oil Retreats, Investors Hope Israel-Iran Tensions Stay Contained (GuruFocus.com)
10:06AM	Stocks Gaining Steam After Report Says Iran Seeks De-Escalation With Israel (Barrons.com)
09:32AM	Stocks Open Higher as Oil Prices Ease (Barrons.com)
07:23AM	Crypto Daybook Americas: Bitcoin Holds Above $100K as Iran, Israel Trade Blows (CoinDesk)
12:44AM	Wall Street recovers from Friday's shock as US stocks rally and oil prices ease (Associated Press)
12:44AM	Wall Street is recovering from Friday's shock with US stocks up and oil prices down (Associated Press Finance)
Jun-15-25 11:28PM	Stocks This Week: Middle East and Fed meeting top investor worries (TheStreet)
11:28PM	Middle East and Fed meeting top investor worries (TheStreet)
07:31PM	Oil prices add to gains after Israel hits Iran energy facilities; stocks taking turmoil in stride (MarketWatch)
06:28PM	Stock Futures Fall Amid Israel-Iran Conflict (Barrons.com)
03:35PM	Stock Futures Poised to Respond to Israel-Iran Conflict (Barrons.com)
12:00PM	Why this weeks Fed meeting likely wont help stocks break out to new highs (MarketWatch)
Jun-14-25 08:49PM	Everyone should keep an eye on this Persian Gulf island (TheStreet)
06:30AM	Israels attack on Iran shattered stocks early-summer calm. Heres what investors should watch out for next. (MarketWatch)
Jun-13-25 04:49PM	How major US stock indexes fared Firday, 6/13/2025 (Associated Press)
04:27PM	Stocks Slide and Crude Oil Spikes (Barrons.com)
04:27PM	Dow Drops 770 Points and Crude Oil Spikes (Barrons.com)
04:06PM	Oil prices jump 7% and stocks drop as Israel-Iran tensions escalate (CNN Business)
02:46PM	Dow Drops 800 Points as Iran Responds to Israel Attack (Barrons.com)
01:36PM	Oil, gold jump, stocks sink as Israel pummels Iran (Fox Business)
01:21PM	Oil prices surge and stocks drop after Israel attacks Iran (CNN Business)
12:58PM	Oil surges at fastest pace in three years (The Telegraph)
11:53AM	The Markets Fear Gauge Spiked, but Wall Street Is Already Calming Down (Barrons.com)
10:10AM	Dow Falls 600 Points, Oil Prices Spike After Israel Attacks Iran (Barrons.com)
09:35AM	Stocks Open Sharply Lower, Oil Prices Spike After Israel Attacks Iran (Barrons.com)
07:15AM	Crypto Daybook Americas: Bitcoin Weathers Market Rout as Israel Hits Iran (CoinDesk)
03:37AM	Israeli attack on Iran sends oil prices soaring as much as 13% (CNN Business)
Jun-12-25 11:17PM	Oil prices leap nearly 7% and stocks fall on worries about what will happen to the crude market (Associated Press Finance)
11:17PM	Oil prices leap 7% and stocks fall on worries about what will happen to the crude market (Associated Press)
04:23PM	Wall Street looks past US deficit concerns for now as investors snap up bonds (CNN Business)
04:18PM	How major US stock indexes fared Thursday, 6/12/2025 (Associated Press Finance)

Compass, Inc. engages in the provision of an online real estate platform. Its platform provides an integrated suite of software for customer relationship management, marketing, client service, operations and other critical functionality, as well as brokerage services and adjacent services. The company was founded by Ori Allon and Robert Reffkin in 2012 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sordello Steven J	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	200,977	Jun 06 04:28 PM
Martell Frank	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	182,945	Jun 06 04:28 PM
Thomas-Graham Pamela	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	151,300	Jun 06 04:27 PM
Williams Dawanna	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	167,729	Jun 06 04:27 PM
Leinwand Allan	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	146,352	Jun 06 04:27 PM
Reelitz Kalani	Chief Financial Officer	Jun 04 '25	Option Exercise	0.00	100,000	0	818,901	Jun 06 04:26 PM
McCarter Josh N.	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	182,159	Jun 06 04:26 PM
PHILLIPS JR CHARLES E	Director	Jun 04 '25	Option Exercise	0.00	57,310	0	201,354	Jun 06 04:26 PM
Reelitz Kalani	Chief Financial Officer	Apr 03 '25	Option Exercise	0.00	51,530	0	741,729	Apr 04 04:31 PM
Wahlers Scott R.	Chief Accounting Officer	Apr 03 '25	Option Exercise	0.00	49,936	0	379,123	Apr 04 04:31 PM
Serwin Bradley K	General Counsel and Secretary	Apr 03 '25	Option Exercise	0.00	27,483	0	249,078	Apr 04 04:31 PM
SVF Excalibur (Cayman) Ltd	10% Owner	Mar 24 '25	Sale	9.15	10,000,000	91,500,000	48,070,273	Mar 26 09:00 PM
Reelitz Kalani	Chief Financial Officer	Mar 05 '25	Option Exercise	0.00	100,000	0	734,499	Mar 07 04:10 PM
The ER WY Trust	Affiliate	Mar 03 '25	Proposed Sale	9.00	31,436	282,924		Mar 03 06:58 PM
The RR3 WY Trust	Affiliate	Mar 03 '25	Proposed Sale	9.00	96,396	867,564		Mar 03 06:55 PM
The RR1 WY Trust	Affiliate	Mar 03 '25	Proposed Sale	9.00	63,688	573,192		Mar 03 06:53 PM
Serwin Bradley K	General Counsel and Secretary	Feb 19 '25	Sale	9.16	137,472	1,259,875	221,595	Feb 21 04:34 PM
Thomas-Graham Pamela	Director	Feb 19 '25	Option Exercise	6.44	26,872	173,056	129,673	Feb 21 04:34 PM
Thomas-Graham Pamela	Director	Feb 19 '25	Sale	9.00	35,683	321,201	93,990	Feb 21 04:34 PM
Leinwand Allan	Director	Feb 19 '25	Sale	10.00	10,098	100,980	89,042	Feb 21 04:34 PM
Wahlers Scott R.	Chief Accounting Officer	Feb 19 '25	Sale	9.27	250,000	2,318,345	329,187	Feb 21 04:34 PM
Reffkin Robert L.	Chairman and CEO	Feb 19 '25	Sale	9.46	2,000,000	18,913,100	0	Feb 19 09:01 PM
Reffkin Robert L.	Chairman and CEO	Feb 14 '25	Sale	7.91	775,490	6,131,567	363,646	Feb 19 09:01 PM
Robert L. Reffkin	CEO	Feb 19 '25	Proposed Sale	8.53	2,000,000	17,060,000		Feb 19 05:55 PM
BRADLEY SERWIN	Officer	Feb 19 '25	Proposed Sale	7.98	137,472	1,097,027		Feb 19 04:39 PM
SCOTT WAHLERS	Officer	Feb 19 '25	Proposed Sale	7.98	250,000	1,995,000		Feb 19 04:38 PM
PAMELA THOMAS-GRAHAM	Director	Feb 19 '25	Proposed Sale	7.98	35,683	284,750		Feb 19 04:36 PM
ALLAN LEINWAND	Director	Feb 19 '25	Proposed Sale	7.98	10,098	80,582		Feb 19 04:35 PM
Reffkin Robert L.	Chairman and CEO	Feb 11 '25	Sale	7.90	224,510	1,774,258	1,139,136	Feb 13 08:57 PM
Reffkin Robert L.	Chairman and CEO	Feb 05 '25	Option Exercise	0.00	814,627	0	1,814,627	Feb 07 09:00 PM
Reffkin Robert L.	Chairman and CEO	Jan 23 '25	Sale	6.90	491,454	3,392,065	1,000,000	Jan 24 09:06 PM
Reffkin Robert L.	Chairman and CEO	Jan 22 '25	Sale	6.91	465,829	3,218,273	1,491,454	Jan 24 09:06 PM
Reffkin Robert L.	Chairman and CEO	Jan 15 '25	Sale	6.27	141,061	884,142	2,000,000	Jan 17 09:00 PM
Reffkin Robert L.	Chairman and CEO	Jan 17 '25	Sale	6.90	42,717	294,918	1,957,283	Jan 17 09:00 PM
Wahlers Scott R.	Chief Accounting Officer	Jan 06 '25	Option Exercise	0.00	91,268	0	627,405	Jan 08 09:00 PM
Reffkin Robert L.	Chairman and CEO	Jan 06 '25	Sale	5.91	804,893	4,756,918	2,145,791	Jan 08 09:00 PM
Reffkin Robert L.	Chairman and CEO	Jan 07 '25	Sale	5.90	4,730	27,913	2,141,061	Jan 08 09:00 PM
Reelitz Kalani	Chief Financial Officer	Jan 06 '25	Option Exercise	0.00	51,529	0	658,891	Jan 08 09:00 PM
Serwin Bradley K	General Counsel and Secretary	Jan 06 '25	Option Exercise	0.00	27,482	0	374,479	Jan 08 09:00 PM
Reffkin Robert L.	Chairman and CEO	Jan 02 '25	Sale	5.91	49,316	291,231	2,950,684	Jan 03 09:04 PM
Robert L. Reffkin	CEO	Dec 20 '24	Proposed Sale	5.90	3,000,000	17,700,000		Dec 20 07:17 PM
SVF Excalibur (Cayman) Ltd	10% Owner	Dec 17 '24	Sale	6.33	10,000,000	63,300,000	58,070,273	Dec 19 09:00 PM
Reelitz Kalani	Chief Financial Officer	Dec 04 '24	Option Exercise	0.00	100,000	0	651,662	Dec 06 04:28 PM
The ER WY Trust	Affiliate	Dec 02 '24	Proposed Sale	7.09	188,626	1,337,358		Dec 02 07:20 PM
The RR3 WY Trust	Affiliate	Dec 02 '24	Proposed Sale	7.09	578,379	4,100,707		Dec 02 07:20 PM
The RR2 WY Trust	Affiliate	Dec 02 '24	Proposed Sale	7.09	88,373	626,565		Dec 02 07:19 PM
The RR1 WY Trust	Affiliate	Dec 02 '24	Proposed Sale	7.09	382,116	2,709,202		Dec 02 07:17 PM
Reffkin Robert L.	Chairman and CEO	Nov 19 '24	Sale	6.20	653,444	4,052,072	0	Nov 21 09:00 PM
Reffkin Robert L.	Chairman and CEO	Nov 18 '24	Sale	6.18	496,302	3,065,757	653,444	Nov 18 09:00 PM
Reffkin Robert L.	Chairman and CEO	Nov 14 '24	Sale	6.92	245,856	1,700,389	1,149,746	Nov 18 09:00 PM
Reffkin Robert L.	Chairman and CEO	Nov 07 '24	Sale	6.91	199,983	1,382,223	1,577,950	Nov 12 09:01 PM
Reffkin Robert L.	Chairman and CEO	Nov 11 '24	Sale	6.91	182,348	1,259,496	1,395,602	Nov 12 09:01 PM
Reffkin Robert L.	Chairman and CEO	Nov 05 '24	Sale	6.91	113,673	785,230	833,826	Nov 06 09:06 PM
Reffkin Robert L.	Chairman and CEO	Nov 06 '24	Sale	6.92	55,893	386,925	777,933	Nov 06 09:06 PM
Reffkin Robert L.	Chairman and CEO	Nov 04 '24	Sale	6.90	52,501	362,399	947,499	Nov 06 09:06 PM
Wahlers Scott R.	Chief Accounting Officer	Nov 05 '24	Option Exercise	0.00	2,710	0	537,521	Nov 06 09:03 PM
Robert L. Reffkin	CEO	Nov 04 '24	Proposed Sale	6.41	2,000,000	12,820,000		Nov 04 04:21 PM
Wahlers Scott R.	Chief Accounting Officer	Oct 03 '24	Option Exercise	0.00	93,968	0	582,783	Oct 04 04:32 PM
Reelitz Kalani	Chief Financial Officer	Oct 03 '24	Option Exercise	0.00	51,529	0	574,490	Oct 04 04:32 PM
Serwin Bradley K	General Counsel and Secretary	Oct 03 '24	Option Exercise	0.00	27,482	0	360,925	Oct 04 04:31 PM
SVF Excalibur (Cayman) Ltd	10% Owner	Sep 13 '24	Sale	6.24	7,500,000	46,800,000	68,070,273	Sep 17 09:00 PM
Thomas-Graham Pamela	Director	Sep 13 '24	Sale	6.03	8,111	48,919	102,801	Sep 16 04:31 PM
Thomas-Graham Pamela	Director	Sep 12 '24	Sale	6.02	700	4,212	110,912	Sep 16 04:31 PM
PAMELA THOMAS-GRAHAM	Director	Sep 12 '24	Proposed Sale	5.99	8,811	52,778		Sep 12 04:30 PM
Reffkin Robert L.	Chairman and CEO	Sep 09 '24	Sale	5.92	705,083	4,177,053	239,219	Sep 11 09:00 PM
Reffkin Robert L.	Chairman and CEO	Sep 10 '24	Sale	5.92	239,219	1,417,205	0	Sep 11 09:00 PM
Reelitz Kalani	Chief Financial Officer	Sep 05 '24	Option Exercise	0.00	100,000	0	567,261	Sep 06 04:32 PM
Wahlers Scott R.	Chief Accounting Officer	Sep 05 '24	Option Exercise	0.00	2,700	0	490,194	Sep 06 04:32 PM
Reffkin Robert L.	Chairman and CEO	Aug 23 '24	Sale	4.91	814,302	4,000,503	0	Aug 27 09:00 PM
Reffkin Robert L.	Chairman and CEO	Aug 26 '24	Sale	5.91	55,698	328,980	944,302	Aug 27 09:00 PM
Reffkin Robert L.	Chairman and CEO	Aug 19 '24	Sale	4.90	164,514	806,332	835,486	Aug 21 09:00 PM
Reffkin Robert L.	Chairman and CEO	Aug 20 '24	Sale	4.90	21,184	103,810	814,302	Aug 21 09:00 PM
Reffkin Robert L.	Chairman and CEO	Aug 13 '24	Sale	4.22	972,336	4,101,410	0	Aug 14 09:00 PM
Reffkin Robert L.	Chairman and CEO	Aug 12 '24	Sale	4.16	500,000	2,081,100	7,828,116	Aug 14 09:00 PM
Reffkin Robert L.	Chairman and CEO	Aug 12 '24	Sale	4.17	27,664	115,298	393,486	Aug 14 09:00 PM
2021 Reffkin Remainder Interes	Affiliate	Aug 12 '24	Proposed Sale	4.28	500,000	2,140,000		Aug 12 05:42 PM
Robert L. Reffkin	CEO	Aug 12 '24	Proposed Sale	4.28	3,000,000	12,840,000		Aug 12 05:40 PM
Wahlers Scott R.	Chief Accounting Officer	Aug 05 '24	Option Exercise	0.00	2,700	0	488,873	Aug 07 04:37 PM
Wahlers Scott R.	Chief Accounting Officer	Jul 03 '24	Option Exercise	0.00	93,967	0	534,144	Jul 05 04:38 PM
Reelitz Kalani	Chief Financial Officer	Jul 03 '24	Option Exercise	0.00	51,529	0	490,089	Jul 05 04:38 PM
PHILLIPS JR CHARLES E	Director	Jul 03 '24	Option Exercise	0.00	66,854	0	144,044	Jul 05 04:38 PM
Thomas-Graham Pamela	Director	Jul 03 '24	Option Exercise	0.00	58,746	0	111,612	Jul 05 04:37 PM
Martell Frank	Director	Jul 03 '24	Option Exercise	0.00	58,746	0	125,635	Jul 05 04:37 PM
Leinwand Allan	Director	Jul 03 '24	Option Exercise	0.00	58,746	0	99,140	Jul 05 04:37 PM
McCarter Josh N.	Director	Jul 03 '24	Option Exercise	0.00	62,462	0	124,849	Jul 05 04:37 PM
Serwin Bradley K	General Counsel and Secretary	Jul 03 '24	Option Exercise	0.00	27,482	0	347,371	Jul 05 04:37 PM
Williams Dawanna	Director	Jul 03 '24	Option Exercise	0.00	58,746	0	110,419	Jul 05 04:37 PM
HOUSENBOLD JEFFREY T	Director	Jul 03 '24	Option Exercise	0.00	62,631	0	127,152	Jul 05 04:36 PM
Sordello Steven J	Director	Jul 03 '24	Option Exercise	0.00	63,138	0	143,667	Jul 05 04:36 PM

RLAY Relay Therapeutics Inc daily Stock Chart

Peers: VRTX NTLA BEAM CRSP BLUE EDIT BMRN ADPT SGMO IONQ

| Held by: VTI IWM XBI VXF VB IWN VBK IBB SCHA VTWO

Index	RUT	P/E	-	EPS (ttm)	-2.23	Insider Own	24.60%	Shs Outstand	170.48M	Perf Week	7.12%
Market Cap	593.20M	Forward P/E	-	EPS next Y	-1.84	Insider Trans	-2.46%	Shs Float	129.27M	Perf Month	12.34%
Enterprise Value	-70.00M	PEG	-	EPS next Q	-0.49	Inst Own	83.63%	Short Float	17.42%	Perf Quarter	27.21%
Income	-333.39M	P/S	77.24	EPS this Y	21.05%	Inst Trans	14.73%	Short Ratio	10.05	Perf Half Y	-18.20%
Sales	7.68M	P/B	0.82	EPS next Y	1.47%	ROA	-40.64%	Short Interest	22.52M	Perf YTD	-16.02%
Book/sh	4.23	P/C	0.84	EPS next 5Y	10.83%	ROE	-45.46%	52W High	10.72 -67.72%	Perf Year	-44.73%
Cash/sh	4.14	P/FCF	-	EPS past 3/5Y	14.82% -23.05%	ROIC	-43.73%	52W Low	1.77 94.93%	Perf 3Y	-81.79%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	48.94% -	Gross Margin	31.28%	Volatility	6.14% 7.37%	Perf 5Y	-
Dividend TTM	-	EV/Sales	-9.11	EPS Y/Y TTM	15.41%	Oper. Margin	-4927.05%	ATR (14)	0.24	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	19.96	Sales Y/Y TTM	-78.26%	Profit Margin	-4341.53%	RSI (14)	58.48	Recom	1.42
Dividend Gr. 3/5Y	- -	Current Ratio	19.96	EPS Q/Q	26.78%	SMA20	4.98%	Beta	1.61	Target Price	13.90
Payout	-	Debt/Eq	0.07	Sales Q/Q	-23.26%	SMA50	10.74%	Rel Volume	0.67	Prev Close	3.30
Employees	261	LT Debt/Eq	0.06	Earnings	May 05 AMC	SMA200	-20.74%	Avg Volume	2.24M	Price	3.46
IPO	Jul 16, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.99% 53599.30%	Trades		Volume	1,492,852	Change	4.85%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-17-25	Initiated	Wells Fargo	Equal Weight	$4
Sep-10-24	Upgrade	Jefferies	Hold → Buy	$10.60 → $16
Sep-10-24	Resumed	Goldman	Buy	$20
Sep-10-24	Downgrade	Oppenheimer	Outperform → Perform
May-10-24	Upgrade	Barclays	Equal Weight → Overweight	$15
Apr-20-23	Upgrade	Jefferies	Underperform → Hold	$12.50
Apr-19-23	Upgrade	Raymond James	Outperform → Strong Buy	$29
Apr-13-23	Initiated	Raymond James	Outperform	$29
Feb-03-23	Initiated	Oppenheimer	Outperform	$33
Sep-30-22	Initiated	Barclays	Equal Weight	$23
Sep-02-22	Initiated	Stifel	Buy	$40
Jun-06-22	Initiated	Jefferies	Underperform	$13
Feb-01-22	Initiated	Berenberg	Buy	$45
Jul-21-21	Initiated	BofA Securities	Buy	$50
Dec-15-20	Reiterated	H.C. Wainwright	Buy	$54 → $57
Dec-08-20	Initiated	JMP Securities	Mkt Outperform	$66
Nov-05-20	Initiated	H.C. Wainwright	Buy	$54
Aug-10-20	Initiated	JP Morgan	Neutral	$36
Aug-10-20	Initiated	Guggenheim	Buy	$48
Aug-10-20	Initiated	Goldman	Buy	$64

Show Previous Ratings

Jun-24-25 03:51PM	BofA Reiterates a Buy Rating on Relay Therapeutics (RLAY), Sets a $17 PT (Insider Monkey)
Jun-20-25 09:21AM	With Public Funding Under Pressure, Biotech Innovators Are Picking Up the Slack in Oncology (PR Newswire) -5.06%
Jun-11-25 04:05PM	Relay Therapeutics Appoints Claire Mazumdar, Ph.D., to Board of Directors (GlobeNewswire)
Jun-09-25 11:37AM	Relay Therapeutics, Inc. (RLAY): A Bull Case Theory (Insider Monkey)
Jun-02-25 07:00AM	Relay Therapeutics Announces Updated Data for RLY-2608 + Fulvestrant Further Demonstrating Clinically Meaningful Progression Free Survival at ASCO 2025 (GlobeNewswire) +6.00%
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May-29-25 04:05PM	Relay Therapeutics to Participate in Two Upcoming Investor Conferences in June (GlobeNewswire)
May-27-25 09:45AM	Healthcare's Quiet AI Boom Is Creating a New Class of Breakout Contenders (PR Newswire)
May-23-25 12:00PM	What Makes Relay Therapeutics (RLAY) a New Buy Stock (Zacks)
May-13-25 08:49AM	Relay Therapeutics, Inc. (RLAY): One of the Best Low Priced Biotech Stocks to Buy Now (Insider Monkey) -9.00%
May-08-25 04:05PM	Relay Therapeutics to Participate in Two Upcoming Investor Conferences (GlobeNewswire)
May-07-25 06:58PM	Relay Therapeutics, Inc. (RLAY): A Bull Case Theory (Insider Monkey) -6.35%
May-05-25 04:05PM	Relay Therapeutics Reports First Quarter 2025 Financial Results and Corporate Updates (GlobeNewswire) -5.12%
Apr-28-25 04:05PM	Relay Therapeutics to Announce First Quarter 2025 Financial Results and Corporate Highlights on May 5, 2025 (GlobeNewswire)
Apr-20-25 06:19AM	Relay Therapeutics (RLAY): The Most Promising Penny Stock According to Analysts (Insider Monkey)
Apr-16-25 10:03AM	Is Relay Therapeutics Inc. (NASDAQ:RLAY) the Best Biotech Penny Stock to Buy According to Hedge Funds? (Insider Monkey) -5.43%
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09:45AM	Top Cancer Stocks to Buy to Boost Your Portfolio's Health (Zacks)
Apr-12-25 09:28AM	Relay Therapeutics: Trying To Find That Right Price (Seeking Alpha)
Apr-09-25 09:44AM	Relay Therapeutics, Inc. (RLAY): Among Stocks Under $10 that Will Triple (Insider Monkey) +15.00%
05:00AM	Barbara Weber, M.D., Elected to ITM Supervisory Board (GlobeNewswire)
Mar-31-25 09:56AM	Relay Therapeutics (RLAY) Gets Analyst Boost as AI-Driven Drug Discovery Shines! (Insider Monkey)
Mar-05-25 09:35AM	Down -31.1% in 4 Weeks, Here's Why You Should You Buy the Dip in Relay Therapeutics (RLAY) (Zacks) +6.27%
Feb-26-25 04:05PM	Relay Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results and Corporate Updates (GlobeNewswire) -13.33%
Feb-25-25 10:48AM	What To Expect From Relay Therapeutics Inc (RLAY) Q4 2024 Earnings (GuruFocus.com) -5.15%
Feb-24-25 04:05PM	Relay Therapeutics to Participate in Two Upcoming Investor Conferences (GlobeNewswire)
Feb-19-25 04:05PM	Relay Therapeutics to Announce Fourth Quarter and Full Year 2024 Financial Results and Corporate Highlights on February 26, 2025 (GlobeNewswire) +6.12%
Jan-24-25 12:09PM	Relay Therapeutics Inc (RLAY): AI-Driven Cancer Treatments Backed by Barclays $17 Price Target (Insider Monkey)
Jan-07-25 04:05PM	Relay Therapeutics to Present at 43rd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-30-24 02:57PM	Is Relay Therapeutics (RLAY) the Best Biotech Penny Stock to Invest in Now? (Insider Monkey)
Dec-20-24 12:00PM	Relay Therapeutics (RLAY) Moves to Buy: Rationale Behind the Upgrade (Zacks)
Dec-13-24 05:49PM	Relay Therapeutics, Inc. (RLAY): A Bull Case Theory (Insider Monkey)
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Dec-11-24 06:00AM	Relay Therapeutics Announces Updated Interim Data for RLY-2608 + Fulvestrant Demonstrating Continued Maturation of Clinically Meaningful Progression Free Survival (GlobeNewswire) +12.42%
Dec-09-24 04:05PM	Relay Therapeutics to Present Updated Clinical Data on RLY-2608 in HR+/HER2- Breast Cancer at 2024 San Antonio Breast Cancer Symposium (GlobeNewswire) -5.74%
Dec-06-24 09:35AM	After Plunging -30.29% in 4 Weeks, Here's Why the Trend Might Reverse for Relay Therapeutics (RLAY) (Zacks) +7.71%
Dec-05-24 06:51AM	Relay Therapeutics price target lowered to $18 from $19 at Leerink (TipRanks)
Dec-04-24 04:36PM	Why Relay Therapeutics (RLAY) is the Best All-Time Low Stock to Buy Right Now? (Insider Monkey)
Dec-03-24 08:01AM	Elevar Therapeutics and Relay Therapeutics Announce Exclusive Global Licensing Agreement for Lirafugratinib in FGFR2-Driven Cholangiocarcinoma and Other Solid Tumors (GlobeNewswire) -6.00%
08:00AM	Relay Therapeutics and Elevar Therapeutics Announce Exclusive Global Licensing Agreement for Lirafugratinib in FGFR2-Driven Cholangiocarcinoma and Other Solid Tumors (GlobeNewswire)
Nov-20-24 09:35AM	Down -27.93% in 4 Weeks, Here's Why Relay Therapeutics (RLAY) Looks Ripe for a Turnaround (Zacks)
Nov-19-24 09:35AM	Down -23.95% in 4 Weeks, Here's Why Relay Therapeutics (RLAY) Looks Ripe for a Turnaround (Zacks)
Nov-07-24 04:05PM	Relay Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Nov-06-24 04:05PM	Relay Therapeutics Reports Third Quarter 2024 Financial Results and Corporate Highlights (GlobeNewswire) +5.04%
Oct-30-24 04:05PM	Relay Therapeutics to Announce Third Quarter 2024 Financial Results and Corporate Highlights on November 6, 2024 (GlobeNewswire)
Sep-17-24 08:24AM	Strength Seen in Relay Therapeutics (RLAY): Can Its 6.7% Jump Turn into More Strength? (Zacks) -6.29%
Sep-11-24 06:46PM	Why Relay Therapeutics Plummeted by Nearly 14% Today (Motley Fool) -13.83%
Sep-10-24 08:21PM	Relay Therapeutics Announces Pricing of Public Offering of Common Stock (GlobeNewswire) -5.36%
Sep-09-24 04:34PM	Relay Therapeutics Announces Proposed Public Offering of Common Stock (GlobeNewswire) +52.40%
11:30AM	Relay Therapeutics Advances Towards Pivotal Trial As It Shares Encouraging Breast Cancer Data In Heavily Pretreated Patients (Benzinga)
08:07AM	Relay breast cancer drug shows potential in early trial (BioPharma Dive)
06:55AM	Relay Therapeutics Announces Positive Interim Data for RLY-2608 Demonstrating Clinically Meaningful Progression Free Survival (GlobeNewswire)
Sep-06-24 04:05PM	Relay Therapeutics Announces Webcast to Report RLY-2608 Data on September 9, 2024 (GlobeNewswire)
Aug-06-24 04:05PM	Relay Therapeutics Reports Second Quarter 2024 Financial Results and Corporate Highlights (GlobeNewswire) -7.93%
Jul-30-24 04:05PM	Relay Therapeutics to Announce Second Quarter 2024 Financial Results and Corporate Highlights on August 6, 2024 (GlobeNewswire)
Jul-17-24 07:45AM	Caribou lays off staff; Roche walks away from Relay (BioPharma Dive)
Jun-06-24 07:00AM	Relay Therapeutics Discloses Three New Programs at New Program & Platform Event (GlobeNewswire)
Jun-05-24 04:05PM	Relay Therapeutics Announces Clinical Trial Collaboration with Pfizer to Evaluate Atirmociclib in Combination with RLY-2608 (GlobeNewswire)
May-21-24 04:05PM	Relay Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire) +11.50%
May-13-24 08:30AM	Relay Therapeutics to Host New Program and Platform Event on June 6, 2024 (GlobeNewswire)
May-10-24 10:01AM	Barclays Upgrades Relay Therapeutics to Overweight From Equalweight With $15 Price Target (MT Newswires)
May-06-24 08:57AM	Oppenheimer Adjusts Relay Therapeutics Price Target to $25 From $33, Maintains Outperform Rating (MT Newswires)
May-02-24 09:55PM	RLAY Stock Earnings: Relay Therapeutics Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) +6.31%
05:55PM	Relay Therapeutics Outperforms Revenue Expectations in Q1 2024 (GuruFocus.com)
05:40PM	Relay Therapeutics, Inc. (RLAY) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Relay Therapeutics Reports First Quarter 2024 Financial Results and Corporate Highlights (GlobeNewswire)
Apr-25-24 04:05PM	Relay Therapeutics to Announce First Quarter 2024 Financial Results and Corporate Highlights on May 2, 2024 (GlobeNewswire)
Apr-11-24 04:05PM	Relay Therapeutics to Participate in Upcoming Investor Conferences (GlobeNewswire)
Mar-17-24 05:20PM	11 Oversold Biotech Stocks To Buy Right Now (Insider Monkey)
Mar-15-24 12:39PM	3 Precision Medicine Stocks That Could Benefit From the Industrys Rise (InvestorPlace)
Mar-13-24 09:55AM	Does Relay Therapeutics, Inc. (RLAY) Have the Potential to Rally 146.52% as Wall Street Analysts Expect? (Zacks)
Feb-26-24 04:05PM	Relay Therapeutics to Participate in Three Upcoming Investor Conferences (GlobeNewswire)
09:55AM	Wall Street Analysts See a 131.6% Upside in Relay Therapeutics, Inc. (RLAY): Can the Stock Really Move This High? (Zacks)
Feb-22-24 04:40PM	Relay Therapeutics Inc (RLAY) Reports Full Year 2023 Financial Results and Corporate Highlights (GuruFocus.com) -5.39%
04:05PM	Relay Therapeutics Reports Fourth Quarter and Full Year 2023 Financial Results and Corporate Highlights (GlobeNewswire)
Feb-15-24 04:05PM	Relay Therapeutics to Announce Fourth Quarter and Full Year 2023 Financial Results and Corporate Highlights on February 22, 2024 (GlobeNewswire) +7.89%
10:00AM	Relay Therapeutics, Inc. (RLAY) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
03:29AM	Relay Therapeutics, Inc. (RLAY) Moves 10.0% Higher: Will This Strength Last? (Zacks)
Feb-01-24 04:05PM	Relay Therapeutics to Participate in the Guggenheim Healthcare Talks 6th Annual Biotechnology Conference (GlobeNewswire)
Jan-18-24 05:37AM	Bank of America Says These 3 Healthcare Stocks Have up to ~160% Upside Potential (TipRanks)
Jan-08-24 07:00AM	Relay Therapeutics Announces $30 Million Private Placement Financing (GlobeNewswire)
Jan-02-24 04:05PM	Relay Therapeutics to Present at 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) +7.67%
Nov-30-23 09:55AM	Wall Street Analysts Think Relay Therapeutics, Inc. (RLAY) Could Surge 189.21%: Read This Before Placing a Bet (Zacks)
Nov-14-23 09:55AM	Wall Street Analysts See a 202.33% Upside in Relay Therapeutics, Inc. (RLAY): Can the Stock Really Move This High? (Zacks) +7.13%
Nov-07-23 04:05PM	Relay Therapeutics to Participate in Stifel 2023 Healthcare Conference (GlobeNewswire)
Nov-02-23 06:21PM	Relay Therapeutics Inc (RLAY) Reports Q3 2023 Financial Results: Revenue Surges to $25.2 Million (GuruFocus.com) +8.35%
04:05PM	Relay Therapeutics Reports Third Quarter 2023 Financial Results and Corporate Highlights (GlobeNewswire)
Oct-31-23 12:00PM	Top 12 Medical AI Companies (Insider Monkey) +5.94%
Oct-26-23 04:05PM	Relay Therapeutics to Announce Third Quarter 2023 Financial Results and Corporate Highlights on November 2, 2023 (GlobeNewswire) +5.32%
10:02AM	Relay Therapeutics, Inc. (RLAY) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Oct-12-23 04:05PM	Relay Therapeutics Announces Initial RLY-4008 (lirafugratinib) Data Demonstrating Durable Responses Across Multiple FGFR2-Altered Solid Tumors (GlobeNewswire) -11.02%
Sep-18-23 04:05PM	Relay Therapeutics to Present Clinical Data on RLY-4008 in Advanced FGFR2-Altered Solid Tumors at 2023 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics (GlobeNewswire)
Aug-31-23 10:16PM	12 Best High Risk High Reward Stocks To Buy Now (Insider Monkey) +7.93%
Aug-08-23 06:05PM	Relay Therapeutics, Inc. (RLAY) Reports Q2 Loss, Lags Revenue Estimates (Zacks) +7.71%
04:02PM	Relay Therapeutics Reports Second Quarter 2023 Financial Results and Corporate Highlights (GlobeNewswire)
Aug-01-23 04:05PM	Relay Therapeutics to Announce Second Quarter 2023 Financial Results and Corporate Highlights on August 8, 2023 (GlobeNewswire) -5.48%
May-25-23 05:01PM	Relay Therapeutics Announces Full Dose Escalation Data for RLY-4008 (GlobeNewswire)
May-24-23 04:05PM	Relay Therapeutics to Participate in Two Upcoming Investor Conferences (GlobeNewswire)
May-18-23 08:16AM	Is Relay Therapeutics (NASDAQ:RLAY) In A Good Position To Deliver On Growth Plans? (Simply Wall St.)
May-04-23 07:25PM	Relay Therapeutics, Inc. (RLAY) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Relay Therapeutics Reports First Quarter 2023 Financial Results and Corporate Highlights (GlobeNewswire)
Apr-27-23 04:05PM	Relay Therapeutics to Announce First Quarter 2023 Financial Results and Corporate Highlights (GlobeNewswire)
10:03AM	Relay Therapeutics, Inc. (RLAY) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)

Relay Therapeutics, Inc. engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology. Its Dynamo platform is use to integrate an array of edge experimental and computational approaches, which allows to apply the understanding of protein structure and motion to drug discovery. The company was founded by David Elliot Shaw, Matthew P. Jacobson, Dorothee Kern, Mark Murcko, Alexis Borisy, and Jakob Loven on May 4, 2015 and is headquartered in Cambridge, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rahmer Peter	See remarks	Apr 30 '25	Sale	3.00	10,739	32,217	390,081	Apr 30 08:25 PM
Rahmer Peter	See remarks	Apr 28 '25	Sale	3.17	1,364	4,324	400,820	Apr 30 08:25 PM
Catinazzo Thomas	Chief Financial Officer	Apr 30 '25	Sale	3.00	12,943	38,829	355,376	Apr 30 08:24 PM
Catinazzo Thomas	Chief Financial Officer	Apr 29 '25	Sale	3.23	3,558	11,492	368,319	Apr 30 08:24 PM
Catinazzo Thomas	Chief Financial Officer	Apr 28 '25	Sale	3.17	2,690	8,527	371,877	Apr 30 08:24 PM
Bergstrom Donald A	President, R&D	Apr 30 '25	Sale	3.00	27,472	82,416	583,490	Apr 30 08:24 PM
Bergstrom Donald A	President, R&D	Apr 28 '25	Sale	3.17	4,090	12,965	610,962	Apr 30 08:24 PM
Adams Brian	Chief Legal Officer	Apr 30 '25	Sale	3.00	12,943	38,829	391,385	Apr 30 08:23 PM
Adams Brian	Chief Legal Officer	Apr 28 '25	Sale	3.17	1,644	5,211	404,328	Apr 30 08:23 PM
THOMAS J CATINAZZO	Officer	Apr 29 '25	Proposed Sale	3.23	3,558	11,492		Apr 29 04:01 PM
THOMAS J CATINAZZO	Officer	Apr 28 '25	Proposed Sale	3.17	981	3,110		Apr 28 04:02 PM
Patel Sanjiv	President and CEO	Apr 23 '25	Sale	2.97	61,422	182,423	821,667	Apr 24 04:03 PM
Bergstrom Donald A	President, R&D	Mar 27 '25	Sale	2.84	986	2,800	615,052	Mar 31 04:19 PM
Rahmer Peter	See remarks	Mar 27 '25	Sale	2.84	247	701	402,184	Mar 31 04:15 PM
Catinazzo Thomas	Chief Financial Officer	Mar 27 '25	Sale	2.84	4,864	13,814	374,567	Mar 31 04:13 PM
Adams Brian	Chief Legal Officer	Mar 27 '25	Sale	2.84	298	846	405,972	Mar 31 04:12 PM
THOMAS J CATINAZZO	Officer	Mar 27 '25	Proposed Sale	2.84	4,566	12,967		Mar 27 04:03 PM
Patel Sanjiv	President and CEO	Feb 11 '25	Sale	3.85	140,182	539,701	625,948	Feb 13 08:56 PM
Patel Sanjiv	President and CEO	Feb 13 '25	Sale	3.70	75,324	278,699	883,089	Feb 13 08:56 PM
Rahmer Peter	See remarks	Jan 29 '25	Sale	4.55	26,541	120,762	419,681	Jan 30 09:16 PM
Rahmer Peter	See remarks	Jan 30 '25	Sale	4.42	17,250	76,245	402,431	Jan 30 09:16 PM
Rahmer Peter	See remarks	Jan 28 '25	Sale	4.63	1,673	7,746	307,081	Jan 30 09:16 PM
Catinazzo Thomas	Chief Financial Officer	Jan 28 '25	Sale	4.63	36,036	166,847	263,190	Jan 30 09:10 PM
Catinazzo Thomas	Chief Financial Officer	Jan 30 '25	Sale	4.42	20,791	91,896	379,431	Jan 30 09:10 PM
Catinazzo Thomas	Chief Financial Officer	Jan 29 '25	Sale	4.55	2,109	9,596	400,222	Jan 30 09:10 PM
Bergstrom Donald A	President, R&D	Jan 29 '25	Sale	4.55	46,407	211,152	646,861	Jan 30 09:06 PM
Bergstrom Donald A	President, R&D	Jan 30 '25	Sale	4.42	30,823	136,238	616,038	Jan 30 09:06 PM
Bergstrom Donald A	President, R&D	Jan 28 '25	Sale	4.63	3,220	14,909	516,868	Jan 30 09:06 PM
Adams Brian	Chief Legal Officer	Jan 28 '25	Sale	4.63	33,688	155,975	287,920	Jan 30 09:02 PM
Adams Brian	Chief Legal Officer	Jan 30 '25	Sale	4.42	20,791	91,896	406,270	Jan 30 09:02 PM
THOMAS J CATINAZZO	Officer	Jan 29 '25	Proposed Sale	4.55	2,109	9,596		Jan 29 04:03 PM
THOMAS J CATINAZZO	Officer	Jan 28 '25	Proposed Sale	4.63	2,283	10,570		Jan 28 04:48 PM
Patel Sanjiv	President and CEO	Jan 22 '25	Sale	4.80	125,000	600,000	324,548	Jan 23 07:01 PM
Patel Sanjiv	President and CEO	Jan 23 '25	Sale	4.78	125,000	597,500	199,548	Jan 23 07:01 PM
Patel Sanjiv	President and CEO	Jan 21 '25	Sale	4.52	125,000	565,000	449,548	Jan 23 07:01 PM
THE PATEL FAMILY IRREVOCABLE U	Officer	Jan 23 '25	Proposed Sale	4.78	125,000	597,162		Jan 23 04:03 PM
THE PATEL FAMILY IRREVOCABLE U	Officer	Jan 22 '25	Proposed Sale	4.80	125,000	599,575		Jan 22 04:04 PM
THE PATEL FAMILY IRREVOCABLE U	Officer	Jan 21 '25	Proposed Sale	4.52	125,000	565,312		Jan 21 04:08 PM
Rahmer Peter	See remarks	Jan 03 '25	Sale	4.30	32,177	138,361	325,330	Jan 06 08:35 PM
Rahmer Peter	See remarks	Jan 02 '25	Sale	4.15	32,156	133,447	357,507	Jan 06 08:35 PM
Rahmer Peter	See remarks	Jan 06 '25	Sale	4.45	16,576	73,763	308,754	Jan 06 08:35 PM
PETER J RAHMER	Officer	Jan 06 '25	Proposed Sale	4.45	16,576	73,727		Jan 06 04:05 PM
PETER J RAHMER	Officer	Jan 03 '25	Proposed Sale	4.30	32,177	138,490		Jan 03 04:11 PM
Adams Brian	Chief Legal Officer	Dec 27 '24	Sale	4.38	299	1,310	321,608	Dec 31 04:05 PM
Bergstrom Donald A	President, R&D	Dec 27 '24	Sale	4.38	657	2,878	520,088	Dec 31 04:05 PM
Catinazzo Thomas	Chief Financial Officer	Dec 27 '24	Sale	4.42	4,865	21,491	299,226	Dec 31 04:05 PM
Rahmer Peter	See remarks	Dec 27 '24	Sale	4.38	400	1,752	389,663	Dec 31 04:05 PM
THOMAS J CATINAZZO	Officer	Dec 27 '24	Proposed Sale	4.42	4,566	20,189		Dec 27 04:01 PM
Patel Sanjiv	President and CEO	Dec 16 '24	Sale	5.00	100,000	500,000	574,548	Dec 18 04:51 PM
THE PATEL FAMILY IRREVOCABLE U	Officer	Dec 16 '24	Proposed Sale	5.00	100,000	500,000		Dec 16 04:18 PM
Rahmer Peter	See remarks	Oct 28 '24	Sale	6.06	1,621	9,823	390,063	Oct 30 04:09 PM
Catinazzo Thomas	Chief Financial Officer	Oct 28 '24	Sale	6.06	6,802	41,220	306,391	Oct 30 04:09 PM
Catinazzo Thomas	Chief Financial Officer	Oct 29 '24	Sale	5.95	2,300	13,685	304,091	Oct 30 04:09 PM
Bergstrom Donald A	President, R&D	Oct 28 '24	Sale	6.06	2,688	16,289	520,745	Oct 30 04:08 PM
Adams Brian	Chief Legal Officer	Oct 28 '24	Sale	6.06	1,632	9,890	321,907	Oct 30 04:07 PM
THOMAS J CATINAZZO	Officer	Oct 29 '24	Proposed Sale	5.95	2,300	13,685		Oct 29 04:04 PM
THOMAS J CATINAZZO	Officer	Oct 28 '24	Proposed Sale	6.06	5,105	30,936		Oct 28 04:05 PM
Rahmer Peter	See remarks	Sep 27 '24	Sale	7.51	245	1,840	391,684	Oct 01 04:07 PM
Catinazzo Thomas	Chief Financial Officer	Sep 27 '24	Sale	7.46	6,457	48,184	313,193	Oct 01 04:07 PM
Bergstrom Donald A	President, R&D	Sep 27 '24	Sale	7.51	648	4,866	523,433	Oct 01 04:07 PM
Adams Brian	Chief Legal Officer	Sep 27 '24	Sale	7.51	295	2,215	323,539	Oct 01 04:06 PM
THOMAS J CATINAZZO	Officer	Sep 27 '24	Proposed Sale	7.46	6,162	45,977		Sep 27 04:27 PM
Catinazzo Thomas	Chief Financial Officer	Jul 29 '24	Sale	8.56	10,780	92,316	319,650	Jul 31 06:43 PM
Rahmer Peter	See remarks	Jul 30 '24	Sale	8.28	15,128	125,260	405,637	Jul 31 06:43 PM
Rahmer Peter	See remarks	Jul 29 '24	Sale	8.54	13,523	115,543	420,765	Jul 31 06:43 PM
Rahmer Peter	See remarks	Jul 31 '24	Sale	8.19	13,708	112,269	391,929	Jul 31 06:43 PM
Bergstrom Donald A	President, R&D	Jul 29 '24	Sale	8.85	2,698	23,877	524,081	Jul 31 06:42 PM
Adams Brian	Chief Legal Officer	Jul 29 '24	Sale	8.85	1,638	14,496	323,834	Jul 31 06:42 PM
PETER J RAHMER	Officer	Jul 31 '24	Proposed Sale	8.19	13,708	112,245		Jul 31 04:06 PM
PETER J RAHMER	Officer	Jul 30 '24	Proposed Sale	8.28	15,128	125,290		Jul 30 04:19 PM
Patel Sanjiv	President and CEO	Jul 25 '24	Option Exercise	5.04	50,000	252,000	816,130	Jul 29 06:37 PM
Patel Sanjiv	President and CEO	Jul 26 '24	Option Exercise	5.04	36,706	184,998	802,836	Jul 29 06:37 PM
Patel Sanjiv	President and CEO	Jul 25 '24	Sale	9.16	50,000	458,000	766,130	Jul 29 06:37 PM
Patel Sanjiv	President and CEO	Jul 26 '24	Sale	9.07	36,706	332,923	766,130	Jul 29 06:37 PM
THOMAS J CATINAZZO	Officer	Jul 29 '24	Proposed Sale	8.51	9,078	77,243		Jul 29 04:29 PM
PETER J RAHMER	Officer	Jul 29 '24	Proposed Sale	8.51	12,164	103,488		Jul 29 04:24 PM
SANJIV PATEL	Officer	Jul 26 '24	Proposed Sale	9.07	36,706	332,769		Jul 26 04:47 PM

SKX Skechers U S A, Inc daily Stock Chart

Peers: NKE COLM DECK FL SHOO CROX RL VFC UAA

| Held by: IJH VTI VB VXF VBK MDY IJJ SCHA SPMD IWR

Index	-	P/E	15.18	EPS (ttm)	4.16	Insider Own	25.24%	Shs Outstand	130.29M	Perf Week	0.69%
Market Cap	9.44B	Forward P/E	16.88	EPS next Y	3.74	Insider Trans	-0.62%	Shs Float	111.84M	Perf Month	1.72%
Enterprise Value	11.05B	PEG	189.78	EPS next Q	0.83	Inst Own	86.16%	Short Float	3.80%	Perf Quarter	10.68%
Income	635.28M	P/S	1.03	EPS this Y	-11.85%	Inst Trans	-7.47%	Short Ratio	0.57	Perf Half Y	-6.84%
Sales	9.13B	P/B	2.09	EPS next Y	1.95%	ROA	7.83%	Short Interest	4.25M	Perf YTD	-6.16%
Book/sh	30.16	P/C	8.58	EPS next 5Y	0.08%	ROE	14.67%	52W High	78.85 -19.97%	Perf Year	-12.06%
Cash/sh	7.36	P/FCF	83.87	EPS past 3/5Y	-4.21% 13.08%	ROIC	10.86%	52W Low	44.50 41.80%	Perf 3Y	72.08%
Dividend Est.	-	EV/EBITDA	10.14	Sales past 3/5Y	12.44% 11.43%	Gross Margin	50.62%	Volatility	0.29% 0.29%	Perf 5Y	99.68%
Dividend TTM	-	EV/Sales	1.21	EPS Y/Y TTM	9.44%	Oper. Margin	9.54%	ATR (14)	0.39	Perf 10Y	66.33%
Dividend Ex-Date	-	Quick Ratio	1.28	Sales Y/Y TTM	10.66%	Profit Margin	6.96%	RSI (14)	72.30	Recom	2.50
Dividend Gr. 3/5Y	- -	Current Ratio	2.13	EPS Q/Q	0.32%	SMA20	0.96%	Beta	1.13	Target Price	62.36
Payout	0.00%	Debt/Eq	0.48	Sales Q/Q	7.11%	SMA50	6.66%	Rel Volume	0.50	Prev Close	63.08
Employees	20100	LT Debt/Eq	0.30	Earnings	Apr 24 AMC	SMA200	0.64%	Avg Volume	7.43M	Price	63.10
IPO	Jun 09, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.34% -0.72%	Trades		Volume	3,727,238	Change	0.03%

Date	Action	Analyst	Rating Change	Price Target Change
May-28-25	Downgrade	TD Cowen	Buy → Hold	$63
Apr-25-25	Reiterated	Monness Crespi & Hardt	Buy	$85 → $70
Dec-10-24	Resumed	Piper Sandler	Neutral	$65
Nov-22-24	Initiated	Needham	Hold
Jul-23-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$60 → $80
Jun-07-24	Upgrade	BofA Securities	Neutral → Buy	$71 → $87
Apr-01-24	Initiated	Barclays	Overweight	$71
Mar-08-24	Initiated	BofA Securities	Neutral	$67
Feb-15-24	Initiated	Evercore ISI	Outperform	$73
Jan-18-24	Reiterated	Monness Crespi & Hardt	Buy	$60 → $72
Sep-18-23	Upgrade	Piper Sandler	Neutral → Overweight	$54 → $59
Jul-28-23	Reiterated	UBS	Buy	$63 → $68
Jul-28-23	Reiterated	TD Cowen	Outperform	$65 → $67
Jul-28-23	Reiterated	Stifel	Buy	$59 → $62
Jul-28-23	Reiterated	Raymond James	Outperform	$58 → $59
Jul-28-23	Reiterated	Deutsche Bank	Buy	$57 → $62
Jan-23-23	Upgrade	Cowen	Market Perform → Outperform	$48 → $65
Jan-18-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$46
Jan-06-23	Upgrade	Argus	Hold → Buy	$50
Dec-29-22	Initiated	Piper Sandler	Neutral	$42

Show Previous Ratings

Jun-25-25 10:55AM	Decoding NIKE's High P/E Ratio: Bargain Buy or Overpriced Risk? (Zacks)
09:00AM	BOBS From Skechers Celebrates Its Decade of Love for Animals During National Foster-a-Pet Month (Business Wire)
Jun-23-25 02:25PM	Johnson Fistel Continues Probe into Skechers Board's Fiduciary Conduct (Newsfile)
11:15AM	Is the NIKE Stock a Wise Investment Ahead of Its Q4 Earnings? (Zacks)
Jun-22-25 11:22PM	Skechers's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory)
11:34PM	Loading…
Jun-18-25 11:34PM	Footwear Stocks Q1 In Review: Skechers (NYSE:SKX) Vs Peers (StockStory)
Jun-17-25 10:22AM	Johnson Fistel Launches Probe into Skechers Go Private Deal (Business Wire)
08:47AM	Johnson Fistel Launches Probe into Skechers Board's Fiduciary Conduct (Newsfile)
Jun-06-25 11:31AM	Steven Madden (SHOO) Up 3.4% Since Last Earnings Report: Can It Continue? (Zacks)
Jun-05-25 02:18PM	Deckers Eyes 50% International Sales: Can It Hit the Goal Early? (Zacks)
Jun-03-25 07:17AM	Skechers sued by investor group over go-private deal (Fashion Dive)
Jun-02-25 07:32AM	Skechers $9.4bn buyout faces shareholder lawsuit (Retail Insight Network)
12:38AM	1 Value Stock on Our Buy List and 2 to Approach with Caution (StockStory)
May-30-25 02:41PM	Skechers shareholder sues footwear maker for details on $9.4 billion 3G buyout (Reuters)
May-28-25 11:10AM	Skechers downgraded as window for another bidder to emerge has closed (Investing.com)
09:36AM	Loading…
09:36AM	Broadcom, Arista Networks initiated: Wall Street's top analyst calls (The Fly)
May-27-25 06:02AM	Analysis-Retailers pummeled by Trump's trade war entertain more 'take-private' offers (Reuters)
May-21-25 09:01AM	The Zacks Analyst Blog Highlights Deckers Outdoor, Boot Barn, Adidas and Skechers U.S.A (Zacks)
May-20-25 10:48AM	Buy, Hold or Sell Deckers Stock? Key Tips Ahead of Q4 Earnings (Zacks)
May-17-25 08:00AM	Skechers Shareholders Unhappy with Merger Should Contact Shareholder Rights Firm Regarding Potential Legal Claims (PR Newswire)
May-15-25 01:06PM	Dick's Sporting Goods takes on major risk with $2.4 billion bet on Foot Locker (Yahoo Finance)
May-13-25 09:35AM	GoPro's Q1 Loss Narrower Than Expected, Revenues Down, Stock Slips (Zacks)
09:16AM	Why Skechers (SKX) International Revenue Trends Deserve Your Attention (Zacks)
May-12-25 04:47PM	Shoe Stocks Rally On China Deal. On Holding, Birkenstock To Report. (Investor's Business Daily)
May-11-25 01:01PM	Skechers Set To Go Private Amidst Tariff Drama, Hopes New Partnership Will 'Enable The Company's Long-Term Growth' (Benzinga)
May-09-25 06:20PM	Crocs, Skechers Among Footwear Rally Winners Despite Tariff Pressure (Investor's Business Daily)
05:03PM	The Contract That Helped Skechers and 3G Sign a $9B Deal in the Midst of a Trade War (WWD)
02:29PM	Breaking Down 3Gs $9B Deal to Buy Skechers (WWD)
05:39AM	Skechers launches first European performance store in Belgium (Retail Insight Network)
12:33AM	3 Consumer Stocks Skating on Thin Ice (StockStory)
03:00AM	Loading…
May-08-25 03:00AM	First European Performance-Focused Skechers Store Opens in Belgium (Business Wire)
May-07-25 01:50PM	Skechers edges higher amid China trade talks (Seeking Alpha)
01:35PM	Hoka Makers Stock Is the S&P 500s Biggest Loser. Wall Street Sees Better Days Ahead. (Barrons.com)
12:00PM	Skechers Named Official Footwear Partner of Bay to Breakers Powered by Windsurf 2025 (PR Newswire)
09:41AM	Shopify initiated, Comcast downgraded: Wall Streets top analyst calls (TipRanks)
09:00AM	Skechers AERO Series Opens New Chapter of Technical Running Innovation (Business Wire)
06:55AM	Forget the Fed. Why Stocks Are Focused on U.S.-China Trade Talks. (Barrons.com)
May-06-25 01:23PM	Berkshire Hathaway Missed a $10 Billion Deal. It Could Have Been Skechers. (Barrons.com)
12:30PM	Deckers Stock Looks Overvalued at 18.15X: Time to Consider Selling? (Zacks)
12:29PM	Skechers to go private following $9.4B deal with 3G Capital (Fox Business)
10:40AM	Yeti mirrors the appeal that led 3G to acquire Skechers, says Jefferies (TipRanks)
09:39AM	Shopify initiated, Comcast downgraded: Wall Street's top analyst calls (The Fly)
09:27AM	Company News for May 6, 2025 (Zacks)
05:52AM	3G Capital agrees to acquire footwear brand Skechers (Retail Insight Network)
04:50AM	Why Skechers U.S.A., Inc. (SKX) Soared on Monday (Insider Monkey)
May-05-25 06:28PM	Skechers U.S.A.: This Buyout Is Frustrating (Rating Downgrade) (Seeking Alpha) +24.35%
05:20PM	Stocks to Watch Recap: Berkshire Hathaway, Netflix, Palantir, Ford (The Wall Street Journal)
04:38PM	Stocks Fall After Historic Run as Trade Risks Loom: Markets Wrap (Bloomberg)
04:15PM	Skechers $9.4B deal, Tyson Foods beef, Twilio upgrade (Yahoo Finance Video)
04:15PM	What Market Watchers Are Saying About Skechers Blockbuster $9B Deal The Biggest Shoe Buyout In History (Footwear News)
03:26PM	Skechers Shareholders Unhappy with Merger Should Contact Shareholder Rights Firm Regarding Potential Legal Claims (PR Newswire)
02:03PM	Popular shoe brand makes surprising $9 billion move (TheStreet)
02:01PM	Skechers Just Got Bought for $9.4B--And No One Saw It Coming (GuruFocus.com)
01:59PM	Skechers is going private during the middle of a trade war (CNN Business)
01:58PM	Why Sketchers Stock Is Skyrocketing Today (Motley Fool)
12:54PM	Wall Street Lunch: Tariffs For Tinseltown (Seeking Alpha)
12:47PM	Skechers to Go Private in $9.4 Billion 3G Deal (The Wall Street Journal)
12:00PM	Skechers Stock Soars on $9.4 Billion Deal With 3G Capital to Go Private (Investopedia)
11:37AM	Skechers Stock Soars After This Firm Agrees To Acquire Company (Investor's Business Daily)
11:30AM	Skechers to go private in $9.4-billion deal (LA Times)
11:28AM	Skechers Stock Soars on Very Surprising Buyout Deal From 3G Capital (Barrons.com)
11:16AM	Film tariffs, On Semiconductor earnings, Skechers to go private (Yahoo Finance Video)
09:49AM	Stocks to Watch Monday: Berkshire Hathaway, Netflix, Palantir (The Wall Street Journal)
09:43AM	3G Capital to acquire Skechers USA, stock surges (Investing.com)
09:29AM	Skechers agrees to $9 billion deal to be taken private (Yahoo Finance Video)
09:28AM	In Surprise Move, Skechers To Go Private in $9.54 Billion Deal With 3G Capital (Footwear News)
09:28AM	Skechers Stock Soars on Buyout Deal (Barrons.com)
09:20AM	Shoemaker Skechers to be acquired for $9 billion and taken private by 3G Capital (Associated Press Finance)
09:13AM	The shoe company Skechers is being acquired for more than $9 billion and taken private by 3G Capital (Associated Press Finance)
08:59AM	Footwear brand Skechers to be taken private in $9 billion deal (Reuters)
08:50AM	Skechers Agrees to Be Acquired by 3G Capital (Business Wire)
May-02-25 05:14PM	Footwear brands including Nike and Adidas ask Trump for tariff exemption (Reuters)
05:03PM	Nike, Adidas, footwear brands call on Trump for tariff exemptions (Yahoo Finance Video)
03:45PM	Byte-Sized AI: Visa and Mastercard Link With AI Giants on Promise of Agentic (Sourcing Journal)
09:40AM	Dolby Q2 Earnings Beat Estimates, Revenue Miss, Stock Down (Zacks)
May-01-25 06:19AM	Skechers brings AI-powered assistant Luna for personalised shopping (Just Style)
04:50AM	Spotify Technology and Skechers U.S.A. have been highlighted as Zacks Bull and Bear of the Day (Zacks)
04:00AM	Bear of the Day: Skechers U.S.A., Inc. (SKX) (Zacks)
12:38AM	3 of Wall Street's Favorite Stocks with Questionable Fundamentals (StockStory)
Apr-29-25 04:09PM	UPS to Cut 20,000 Jobs This Year as It Slashes Amazon Volume (Bloomberg)
09:30AM	Wall Street Bulls Look Optimistic About Skechers (SKX): Should You Buy? (Zacks)
09:00AM	Skechers to Present at the Barclays Americas Select Franchise Conference on May 6th (Business Wire)
Apr-28-25 12:36PM	Skechers U.S.A., Inc. (SKX): A Bear Case Theory (Insider Monkey)
06:34AM	Big Techs Earnings Problem Is Estimates May Be Way Too High (Bloomberg)
Apr-25-25 12:38PM	Stocks to Watch on Friday: Alphabet, Tesla, T-Mobile, Skechers (The Wall Street Journal) -5.35%
12:05PM	Guidance updates at Centene, Skechers, Carter's: Trending Tickers (Yahoo Finance Video)
10:36AM	Skechers Stock Falls 7%. What Its Earnings Mean for Your Next Pair of Sneakers. (Barrons.com)
09:12AM	Skechers delivers record Q1 2025 sales of $2.41bn, pauses guidance (Retail Insight Network)
08:07AM	Skechers USA Stock Sinks as Footwear Firm Pulls Outlook (Investopedia)
07:52AM	Skechers announces record sales but pulls guidance (Fashion Dive)
07:49AM	5 Things to Know Before the Stock Market Opens (Investopedia)
07:21AM	Skechers Stock Declines Despite Reporting Earnings Beat in Q1 (Zacks)
Apr-24-25 09:34PM	Skechers U.S.A., Inc. (SKX) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:34PM	Markets Up Today and for the Week; Q1 from GOOGL, INTC, SKX (Zacks)
06:04PM	Footwear brand Skechers pulls annual forecast on trade uncertainty, shares drop (Reuters)
06:00PM	Skechers (SKX) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:52PM	Skechers, Boyd Gaming, T-Mobile: Trending Tickers (Yahoo Finance Video)
05:15PM	Skechers (SKX) Q1 Earnings Beat Estimates (Zacks)
05:11PM	Skechers Stock Falls After Shoe Company Withdraws Guidance (The Wall Street Journal)
04:52PM	Skechers Reports Record Q1 Sales But Withdrawals 2025 Guidance Due to Macroeconomic Uncertainty (Footwear News)

Skechers U.S.A., Inc. engages in designing, development, and marketing of lifestyle footwear for men, women, and children of all ages. It operates through the Wholesale and Direct-to-Consumer segment. The Wholesale segment includes department stores, family shoe stores, specialty running, and sporting goods retailers. The Direct-to-Consumer segment is involved in selling directly to consumers through a combination of channels. The company was founded by Robert Greenberg and Michael Greenberg in 1992 and is headquartered in Manhattan Beach, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MARK A. NASON	Officer	Mar 24 '25	Proposed Sale	57.54	8,630	496,536		Mar 24 04:43 PM
PHILIP PACCIONE	Officer	Mar 04 '25	Proposed Sale	56.63	10,994	622,619		Mar 04 05:13 PM
PACCIONE PHILLIP	General Counsel & Secretary	Mar 03 '25	Sale	56.63	10,994	622,590	15,000	Mar 04 01:56 PM
Vandemore John M	Chief Financial Officer	Mar 03 '25	Sale	60.76	5,112	310,605	83,328	Mar 03 08:09 PM
WEINBERG DAVID	Chief Operating Officer	Mar 03 '25	Sale	60.76	26,913	1,635,234	44,637	Mar 03 07:56 PM
GREENBERG MICHAEL	President	Mar 03 '25	Sale	60.76	33,656	2,044,939	137,530	Mar 03 07:50 PM
GREENBERG ROBERT	Chief Executive Officer	Mar 03 '25	Sale	60.76	40,924	2,486,542	51,342	Mar 03 07:48 PM
DAVID WEINBERG	Officer	Mar 03 '25	Proposed Sale	60.76	26,913	1,635,255		Mar 03 06:01 PM
JOHN VANDEMORE	Officer	Mar 03 '25	Proposed Sale	60.76	5,112	310,609		Mar 03 05:56 PM
ROBERT GREENBERG	Officer	Mar 03 '25	Proposed Sale	60.76	40,924	2,486,575		Mar 03 05:55 PM
MICHAEL GREENBERG	Officer	Mar 03 '25	Proposed Sale	60.76	33,656	2,044,965		Mar 03 05:53 PM
NASON MARK A	Executive Vice President	Feb 18 '25	Sale	66.08	12,046	796,013	25,675	Feb 19 01:36 PM
MARK A. NASON	Officer	Feb 18 '25	Proposed Sale	66.08	12,046	796,013		Feb 18 06:28 PM
WEINBERG DAVID	Chief Operating Officer	Feb 12 '25	Sale	62.72	36,000	2,257,826	54,499	Feb 13 08:33 PM
GREENBERG ROBERT	Chief Executive Officer	Feb 12 '25	Sale	62.72	52,600	3,298,935	61,367	Feb 13 08:22 PM
ROBERT GREENBERG	Officer	Feb 12 '25	Proposed Sale	62.72	52,600	3,298,930		Feb 12 04:14 PM
DAVID WEINBERG	Officer	Feb 12 '25	Proposed Sale	62.72	36,000	2,257,823		Feb 12 04:06 PM
WEINBERG DAVID	Chief Operating Officer	Dec 31 '24	Sale	67.48	8,219	554,607	122,211	Jan 02 03:51 PM
GREENBERG MICHAEL	President	Dec 31 '24	Sale	67.48	10,274	693,275	149,327	Jan 02 03:47 PM
DAVID WEINBERG	Officer	Dec 31 '24	Proposed Sale	67.48	8,219	554,606		Dec 31 04:01 PM
MICHAEL GREENBERG	Officer	Dec 31 '24	Proposed Sale	67.48	10,274	693,274		Dec 31 04:01 PM
GREENBERG MICHAEL	President	Aug 27 '24	Sale	69.88	422,000	29,488,938	170,160	Aug 29 04:04 PM
THE MICHAEL GREENBERG TRUST	Officer	Aug 27 '24	Proposed Sale	69.86	422,000	29,482,985		Aug 27 04:23 PM

Open in Screener

PUBM

PubMatic Inc

Jun 30 • 04:00PM ET

12.44

Dollar change +0.78
Percentage change 6.69	%

Technology • Software - Application • USA • NASD

Peers: TTD ROKU APPS MGNI DV PERI CRTO STGW QNST FLNT

| Held by: VTI IWM VXF VB IWN VBK DFAT VTWO SCHA VOX

Index	RUT	P/E	146.70	EPS (ttm)	0.08	Insider Own	17.52%	Shs Outstand	40.04M	Perf Week	11.97%
Market Cap	603.76M	Forward P/E	622.93	EPS next Y	0.02	Insider Trans	-4.83%	Shs Float	40.03M	Perf Month	5.16%
Enterprise Value	504.97M	PEG	12.71	EPS next Q	-0.16	Inst Own	54.43%	Short Float	4.81%	Perf Quarter	34.05%
Income	5.47M	P/S	2.09	EPS this Y	-193.22%	Inst Trans	-4.93%	Short Ratio	3.11	Perf Half Y	-19.06%
Sales	288.38M	P/B	2.18	EPS next Y	109.32%	ROA	0.85%	Short Interest	1.92M	Perf YTD	-15.32%
Book/sh	5.70	P/C	4.19	EPS next 5Y	11.54%	ROE	1.94%	52W High	22.99 -45.89%	Perf Year	-36.63%
Cash/sh	2.97	P/FCF	23.28	EPS past 3/5Y	-38.70% 90.42%	ROIC	1.74%	52W Low	7.46 66.76%	Perf 3Y	-31.04%
Dividend Est.	-	EV/EBITDA	11.64	Sales past 3/5Y	8.68% 20.66%	Gross Margin	64.91%	Volatility	4.78% 3.83%	Perf 5Y	-
Dividend TTM	-	EV/Sales	1.75	EPS Y/Y TTM	-53.21%	Oper. Margin	-0.85%	ATR (14)	0.49	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.44	Sales Y/Y TTM	3.62%	Profit Margin	1.90%	RSI (14)	66.04	Recom	1.91
Dividend Gr. 3/5Y	- -	Current Ratio	1.44	EPS Q/Q	-300.41%	SMA20	7.61%	Beta	1.52	Target Price	15.50
Payout	0.00%	Debt/Eq	0.16	Sales Q/Q	-4.31%	SMA50	12.67%	Rel Volume	1.22	Prev Close	11.66
Employees	1049	LT Debt/Eq	0.14	Earnings	May 08 AMC	SMA200	-5.74%	Avg Volume	619.15K	Price	12.44
IPO	Dec 09, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	5.53% 2.84%	Trades		Volume	752,429	Change	6.69%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-05-24	Initiated	Scotiabank	Sector Perform	$17
Nov-13-24	Reiterated	Evercore ISI	Outperform	$20 → $22
Aug-09-24	Downgrade	Raymond James	Outperform → Mkt Perform
Jul-16-24	Initiated	Wolfe Research	Outperform	$25
Apr-19-24	Resumed	B. Riley Securities	Buy	$27
Aug-09-23	Downgrade	Oppenheimer	Outperform → Perform
Aug-09-23	Downgrade	Macquarie	Outperform → Neutral	$23 → $16
Apr-13-23	Initiated	B. Riley Securities	Buy	$20
Dec-15-22	Resumed	Jefferies	Hold	$16 → $15
Aug-01-22	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jun-15-22	Initiated	Lake Street	Buy	$26
May-31-22	Downgrade	Jefferies	Buy → Hold	$28 → $23
Sep-22-21	Initiated	Berenberg	Buy	$37
Aug-31-21	Initiated	Macquarie	Outperform	$37
Aug-11-21	Upgrade	Raymond James	Mkt Perform → Outperform	$43
Jun-10-21	Upgrade	Evercore ISI	In-line → Outperform	$40
May-14-21	Resumed	RBC Capital Mkts	Outperform	$43
Apr-06-21	Initiated	Evercore ISI	In-line	$53
Jan-04-21	Initiated	RBC Capital Mkts	Outperform	$34
Jan-04-21	Initiated	Raymond James	Mkt Perform

Show Previous Ratings

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10:17AM	Loading…
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04:51PM	Loading…
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01:15AM	PubMatic (PUBM) Q4 2024 Earnings Call Transcript (Motley Fool)
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Jan-21-25 04:15PM	PubMatic to Announce Fourth Quarter and Full Year 2024 Financial Results on February 27, 2025 (GlobeNewswire)
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09:00AM	PubMatic & KERV.ai Partner to Enhance Programmatic Advertising with Premium Supply Curation via Deal IDs (Business Wire)
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Dec-13-24 08:06AM	PubMatic, GroupM expand partnership to boost Latin America market impact (TipRanks)
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PubMatic, Inc. engages in the provision of specialized cloud infrastructure platform for advertising transactions. Its technology and infrastructure caters both Internet content creators and advertisers. It operates through the following geographical segments: United States, EMEA, APAC, and Rest of the World. The company was founded by Anand Das, Rajeev Kumar Goel, Amar Goel, and Mukul Kumar in 2006 and is headquartered in Redwood City, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jun 23 '25	Sale	11.02	44,000	484,893	0	Jun 25 06:22 PM
Rajeev Goel	Officer	Jun 23 '25	Proposed Sale	11.11	44,000	488,840		Jun 23 04:49 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jun 09 '25	Sale	12.13	44,000	533,619	0	Jun 11 04:15 PM
Rajeev Goel	Officer	Jun 09 '25	Proposed Sale	12.11	44,000	532,840		Jun 09 04:55 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Jun 03 '25	Sale	12.07	4,000	48,263	27,026	Jun 04 05:57 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Jun 03 '25	Sale	11.98	1,068	12,795	5,621	Jun 04 05:55 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jun 02 '25	Sale	11.80	25,000	295,025	8,297	Jun 03 07:53 PM
LISA GIMBEL	Officer	Jun 03 '25	Proposed Sale	11.88	1,068	12,688		Jun 03 04:23 PM
Rajeev Goel	Officer	Jun 02 '25	Proposed Sale	11.88	25,000	297,000		Jun 02 05:40 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	May 15 '25	Option Exercise	0.00	2,968	0	7,759	May 20 06:11 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	May 16 '25	Sale	11.50	1,070	12,305	6,689	May 20 06:11 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	May 05 '25	Sale	9.83	4,000	39,308	27,026	May 07 04:26 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	May 05 '25	Sale	9.84	25,000	245,935	8,297	May 07 04:23 PM
Rajeev Goel	Officer	May 05 '25	Proposed Sale	9.74	25,000	243,500		May 05 05:24 PM
STEVE PANTELICK	Officer	May 05 '25	Proposed Sale	9.80	8,000	78,400		May 05 04:37 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Apr 01 '25	Option Exercise	0.00	65,517	0	65,517	Apr 03 07:27 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Apr 02 '25	Sale	9.31	33,213	309,123	32,304	Apr 03 07:27 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Apr 01 '25	Sale	9.14	25,000	228,488	0	Apr 03 07:27 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Apr 01 '25	Option Exercise	0.00	13,861	0	65,866	Apr 03 07:26 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Apr 02 '25	Sale	9.31	5,401	50,269	60,465	Apr 03 07:26 PM
Klimenko Paulina	CHIEF GROWTH OFFICER	Apr 01 '25	Option Exercise	0.00	21,334	0	46,216	Apr 03 07:24 PM
Klimenko Paulina	CHIEF GROWTH OFFICER	Apr 02 '25	Sale	9.31	7,624	70,959	38,592	Apr 03 07:24 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Apr 01 '25	Option Exercise	0.00	11,497	0	43,620	Apr 03 07:22 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Apr 02 '25	Sale	9.31	4,111	38,262	39,509	Apr 03 07:22 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Apr 03 '25	Sale	8.43	2,791	23,541	36,718	Apr 03 07:22 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Apr 01 '25	Option Exercise	0.00	12,436	0	22,847	Apr 03 07:21 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Apr 03 '25	Sale	8.43	5,905	49,795	12,496	Apr 03 07:21 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Apr 02 '25	Sale	9.31	4,446	41,380	18,401	Apr 03 07:21 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Apr 01 '25	Option Exercise	0.00	30,965	0	53,471	Apr 03 07:20 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Apr 03 '25	Sale	8.45	18,384	155,428	27,026	Apr 03 07:20 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Apr 02 '25	Sale	9.31	12,061	112,255	41,410	Apr 03 07:20 PM
AMAR GOEL	Director	Apr 03 '25	Proposed Sale	9.42	5,905	55,625		Apr 03 04:49 PM
ANDREW WOODS	Officer	Apr 03 '25	Proposed Sale	9.42	2,791	26,291		Apr 03 04:35 PM
STEVE M PANTELICK	Officer	Apr 03 '25	Proposed Sale	9.42	18,384	173,177		Apr 03 04:22 PM
Rajeev Goel	Officer	Apr 01 '25	Proposed Sale	9.29	25,000	232,250		Apr 01 04:55 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Feb 03 '25	Sale	10.84	25,000	270,918	0	Mar 05 04:20 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Mar 03 '25	Sale	10.61	4,000	42,426	22,506	Mar 04 06:50 PM
Rajeev Goel	Officer	Mar 03 '25	Proposed Sale	10.30	25,000	257,500		Mar 03 05:41 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Feb 15 '25	Option Exercise	0.00	2,168	0	5,702	Feb 19 05:37 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Feb 18 '25	Sale	15.39	911	14,019	4,791	Feb 19 05:37 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Feb 10 '25	Sale	16.51	7,000	115,540	52,005	Feb 11 06:11 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Feb 03 '25	Sale	14.69	300	4,407	3,534	Feb 05 04:44 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Feb 03 '25	Sale	15.14	24,891	376,750	5,896	Feb 05 04:43 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Feb 04 '25	Sale	15.24	109	1,661	5,896	Feb 05 04:43 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Feb 03 '25	Sale	15.14	4,000	60,575	22,506	Feb 05 04:42 PM
Rajeev Goel	Officer	Feb 03 '25	Proposed Sale	15.07	25,000	376,750		Feb 03 05:28 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jan 06 '25	Sale	15.44	18,391	283,961	12,505	Jan 08 09:23 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jan 07 '25	Sale	14.94	6,609	98,771	5,896	Jan 08 09:23 PM
Rajeev Goel	Officer	Jan 06 '25	Proposed Sale	15.33	25,000	383,250		Jan 06 05:21 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Jan 03 '25	Sale	15.15	19,779	299,579	22,506	Jan 06 04:27 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Jan 03 '25	Sale	15.15	2,579	39,067	32,123	Jan 06 04:26 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Jan 03 '25	Sale	15.14	3,633	55,020	10,411	Jan 06 04:25 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Jan 02 '25	Sale	14.97	300	4,491	3,834	Jan 03 06:36 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Jan 01 '25	Option Exercise	0.00	23,558	0	48,325	Jan 03 06:24 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Dec 31 '24	Option Exercise	0.00	2,261	0	24,767	Jan 03 06:24 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Jan 02 '25	Sale	14.84	10,040	148,971	38,285	Jan 03 06:24 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Jan 01 '25	Option Exercise	0.00	10,542	0	56,485	Jan 03 05:26 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Dec 31 '24	Option Exercise	0.00	1,055	0	45,943	Jan 03 05:26 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Jan 02 '25	Sale	14.84	4,480	66,473	52,005	Jan 03 05:26 PM
Klimenko Paulina	CHIEF GROWTH OFFICER	Jan 01 '25	Option Exercise	0.00	15,972	0	31,689	Jan 03 05:24 PM
Klimenko Paulina	CHIEF GROWTH OFFICER	Dec 31 '24	Option Exercise	0.00	1,156	0	15,717	Jan 03 05:24 PM
Klimenko Paulina	CHIEF GROWTH OFFICER	Jan 02 '25	Sale	14.84	6,807	101,000	24,882	Jan 03 05:24 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Jan 01 '25	Option Exercise	0.00	8,687	0	38,231	Jan 03 04:28 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Jan 02 '25	Sale	14.84	3,529	52,362	34,702	Jan 03 04:28 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Jan 01 '25	Option Exercise	0.00	9,191	0	18,131	Jan 03 04:26 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Dec 31 '24	Option Exercise	0.00	1,005	0	8,940	Jan 03 04:26 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Jan 02 '25	Sale	14.84	4,087	60,642	14,044	Jan 03 04:26 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jan 01 '25	Option Exercise	0.00	48,689	0	48,689	Jan 03 04:25 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Jan 02 '25	Sale	14.84	17,793	264,007	30,896	Jan 03 04:25 PM
STEVE M PANTELICK	Officer	Jan 03 '25	Proposed Sale	14.83	27,779	411,963		Jan 03 04:20 PM
ANDREW WOODS	Officer	Jan 03 '25	Proposed Sale	14.83	2,579	38,247		Jan 03 04:18 PM
AMAR GOEL	Director	Jan 03 '25	Proposed Sale	14.83	3,633	53,877		Jan 03 04:18 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Dec 16 '24	Sale	16.52	7,000	115,606	44,888	Dec 17 04:01 PM
MUKUL KUMAR	Officer	Dec 16 '24	Proposed Sale	16.30	28,000	456,400		Dec 16 04:38 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Dec 02 '24	Sale	16.31	25,000	407,852	0	Dec 04 07:34 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Dec 03 '24	Sale	16.56	4,000	66,226	22,506	Dec 04 05:58 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Dec 03 '24	Sale	16.55	637	10,543	3,546	Dec 04 05:56 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Dec 02 '24	Sale	15.89	300	4,767	4,183	Dec 04 05:56 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Dec 02 '24	Sale	16.54	7,000	115,806	44,888	Dec 04 05:54 PM
LISA GIMBEL	Officer	Dec 03 '24	Proposed Sale	16.83	637	10,721		Dec 03 04:33 PM
Rajeev Goel	Officer	Dec 02 '24	Proposed Sale	16.83	25,000	420,750		Dec 02 05:07 PM
LISA GIMBEL	Officer	Dec 02 '24	Proposed Sale	15.95	900	14,355		Dec 02 04:39 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Nov 15 '24	Option Exercise	0.00	2,168	0	5,224	Nov 19 04:13 PM
Gimbel Lisa	CHIEF ACCOUNTING OFFICER	Nov 18 '24	Sale	14.60	1,378	20,121	3,846	Nov 19 04:13 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Nov 13 '24	Sale	16.92	21,000	355,308	44,888	Nov 15 04:17 PM
MUKUL KUMAR	Officer	Nov 13 '24	Proposed Sale	16.43	28,000	460,040		Nov 13 04:30 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Nov 04 '24	Sale	14.44	19,892	287,298	4,330	Nov 06 05:08 PM
Goel Rajeev K.	CHIEF EXECUTIVE OFFICER	Nov 05 '24	Sale	14.59	5,108	74,519	0	Nov 06 05:08 PM
Pantelick Steven	CHIEF FINANCIAL OFFICER	Nov 04 '24	Sale	14.45	4,000	57,801	22,506	Nov 06 05:07 PM
Rajeev Goel	Officer	Nov 05 '24	Proposed Sale	14.84	5,108	75,803		Nov 05 05:03 PM
Rajeev Goel	Officer	Nov 04 '24	Proposed Sale	14.35	19,892	285,450		Nov 04 05:34 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Oct 01 '24	Option Exercise	0.00	10,540	0	48,967	Oct 03 07:45 PM
Kumar Mukul	PRESIDENT, ENGINEERING	Oct 02 '24	Sale	14.52	4,079	59,245	44,888	Oct 03 07:45 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Oct 01 '24	Option Exercise	0.00	8,686	0	35,425	Oct 03 07:42 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Oct 02 '24	Sale	14.52	3,076	44,677	32,349	Oct 03 07:42 PM
Woods Andrew	GENERAL COUNSEL & SECRETARY	Oct 03 '24	Sale	14.31	2,805	40,144	29,544	Oct 03 07:42 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Oct 01 '24	Option Exercise	0.00	9,191	0	15,078	Oct 03 07:39 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Oct 03 '24	Sale	14.31	3,889	55,655	7,935	Oct 03 07:39 PM
Goel Amar K.	CHAIRMAN, CHIEF INNOVATION OFF	Oct 02 '24	Sale	14.52	3,254	47,262	11,824	Oct 03 07:39 PM
Klimenko Paulina	CHIEF GROWTH OFFICER	Oct 01 '24	Option Exercise	0.00	15,971	0	22,589	Oct 03 07:38 PM

WTTR Select Water Solutions Inc daily Stock Chart

Peers: SLB HAL BKR FTI LBRT FET PUMP INVX RES OIS

| Held by: AVUV VTI IWM OIH VXF IWN DFAT BSVO CGW VDE

Index	RUT	P/E	25.07	EPS (ttm)	0.34	Insider Own	10.94%	Shs Outstand	103.88M	Perf Week	-2.48%
Market Cap	1.04B	Forward P/E	10.87	EPS next Y	0.80	Insider Trans	-0.75%	Shs Float	92.62M	Perf Month	5.11%
Enterprise Value	1.42B	PEG	0.50	EPS next Q	0.12	Inst Own	86.43%	Short Float	4.44%	Perf Quarter	-16.92%
Income	35.26M	P/S	0.71	EPS this Y	75.78%	Inst Trans	-2.23%	Short Ratio	3.61	Perf Half Y	-32.50%
Sales	1.46B	P/B	1.13	EPS next Y	50.78%	ROA	2.49%	Short Interest	4.11M	Perf YTD	-34.74%
Book/sh	7.63	P/C	37.24	EPS next 5Y	50.47%	ROE	4.51%	52W High	15.14 -42.93%	Perf Year	-17.48%
Cash/sh	0.23	P/FCF	105.13	EPS past 3/5Y	- 54.15%	ROIC	3.30%	52W Low	7.20 20.00%	Perf 3Y	34.37%
Dividend Est.	0.28 (3.24%)	EV/EBITDA	6.22	Sales past 3/5Y	23.84% 2.37%	Gross Margin	15.03%	Volatility	2.70% 3.43%	Perf 5Y	68.75%
Dividend TTM	0.27 (3.12%)	EV/Sales	0.98	EPS Y/Y TTM	-46.51%	Oper. Margin	4.85%	ATR (14)	0.31	Perf 10Y	-
Dividend Ex-Date	May 06, 2025	Quick Ratio	1.67	Sales Y/Y TTM	-4.91%	Profit Margin	2.42%	RSI (14)	46.24	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.83	EPS Q/Q	123.74%	SMA20	-2.71%	Beta	1.20	Target Price	15.20
Payout	83.00%	Debt/Eq	0.37	Sales Q/Q	2.14%	SMA50	0.53%	Rel Volume	0.58	Prev Close	8.77
Employees	3700	LT Debt/Eq	0.35	Earnings	May 06 AMC	SMA200	-22.54%	Avg Volume	1.14M	Price	8.64
IPO	Apr 21, 2017	Option/Short	Yes / Yes	EPS/Sales Surpr.	26.78% 3.22%	Trades		Volume	662,325	Change	-1.48%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-22-24	Upgrade	Northland Capital	Market Perform → Outperform	$14.50
May-09-24	Upgrade	Citigroup	Neutral → Buy	$13
Apr-22-24	Initiated	Northland Capital	Market Perform	$11.50
Mar-23-23	Initiated	Raymond James	Strong Buy	$12
Jul-15-21	Initiated	Seaport Global Securities	Buy	$8
Oct-02-20	Downgrade	JP Morgan	Neutral → Underweight
Mar-13-20	Downgrade	Piper Sandler	Overweight → Neutral	$8.50 → $4
Mar-09-20	Downgrade	Citigroup	Buy → Neutral
Jun-27-19	Downgrade	Wells Fargo	Outperform → Market Perform
Feb-28-19	Reiterated	B. Riley FBR	Buy	$18 → $19
Feb-13-19	Upgrade	Johnson Rice	Accumulate → Buy	$15
Nov-19-18	Upgrade	Citigroup	Neutral → Buy
Oct-05-18	Initiated	Johnson Rice	Accumulate
Jun-04-18	Initiated	RBC Capital Mkts	Outperform	$20
Apr-13-18	Initiated	Stephens	Overweight
Feb-13-18	Upgrade	Citigroup	Sell → Neutral
Jan-26-18	Reiterated	B. Riley FBR, Inc.	Buy	$21 → $24
Dec-08-17	Resumed	BofA/Merrill	Buy	$20
Nov-28-17	Resumed	Wells Fargo	Outperform
Sep-27-17	Downgrade	Citigroup	Buy → Sell

Show Previous Ratings

Jun-19-25 11:23AM	EnerCom Announces Liberty Energy and Baker Hughes as Keynote Speakers at the 30th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
May-21-25 02:43PM	EnerCom Announces Premier Networking Events at the 30th Annual EnerCom Denver - The Energy Investment Conference, Including Charity Golf, Monday Cocktail Mixer, and Casino Night (PR Newswire)
May-08-25 04:47AM	Why Select Water Solutions (WTTR) Is Falling This Week (Insider Monkey) +5.75%
May-07-25 02:54PM	Select water solutions projects 6%-12% adjusted EBITDA growth for Q2 2025 backed by new contracts (Seeking Alpha) -11.41%
02:53PM	Select Water Solutions, Inc. (WTTR) Q1 2025 Earnings Call Transcript (Seeking Alpha)
07:30PM	Loading…
May-06-25 07:30PM	Select Water Solutions, Inc. (WTTR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:15PM	Select Water Solutions, Inc. (WTTR) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:15PM	Select Water Solutions Announces First Quarter 2025 Financial, Operational and Strategic Updates (PR Newswire)
May-05-25 09:58AM	Select Water Solutions Inc (WTTR) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com) -5.97%
Apr-29-25 05:40PM	Veralto (VLTO) Tops Q1 Earnings and Revenue Estimates (Zacks)
01:17PM	EnerCom Opens Registration for the 30th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
Apr-24-25 04:15PM	Select Water Solutions Announces Quarterly Cash Dividend of $0.07 Per Share (PR Newswire)
Apr-21-25 05:04PM	Select Water Solutions Inc (WTTR) Q4 2024 Earnings Call Highlights: Record Revenue Growth and ... (GuruFocus.com)
Apr-16-25 04:15PM	Select Water Solutions Announces 2025 First Quarter Earnings Release and Conference Call Schedule (PR Newswire)
Apr-06-25 10:20AM	Aris Water Solutions Meets Key Permian Need (Seeking Alpha)
11:50AM	Loading…
Apr-03-25 11:50AM	Bumbershoot Holdings 2024 Investor Letter (Seeking Alpha) -12.00%
Mar-26-25 10:24PM	Franklin Natural Resources Fund Q4 2024 Commentary (SeekingAlpha)
Mar-04-25 02:56PM	EnerCom Announces Initial List of Presenting Companies for the 30th Annual Energy Investment Conference to be Held August 17-20, 2025 in Denver, Colorado (PR Newswire) -5.31%
Feb-19-25 04:45AM	Select Water Solutions Inc (WTTR) Q4 2024 Earnings Report Preview: What To Look For (GuruFocus.com) -5.37%
Feb-18-25 04:15PM	Select Water Solutions Announces Fourth Quarter and Full Year 2024 Financial and Operational Results and Strategic Updates (PR Newswire)
02:46AM	Earnings To Watch: Select Water Solutions Inc (WTTR) Reports Q4 2024 Result (GuruFocus.com)
Feb-12-25 04:15PM	Delaware Basin Recycling Facility Marks Milestone in Sustainable Water Management (PR Newswire)
Feb-10-25 04:15PM	Select Water Solutions Announces 2024 Fourth Quarter And Full Year Earnings Release and Conference Call Schedule (PR Newswire)
Jan-30-25 04:20PM	Oil & gas industry veterans Bruce Cope & Tim Roberts appointed to Select Water Solutions' Board of Directors (PR Newswire)
Jan-28-25 04:15PM	Select Water Solutions Enhances Its Financial Strength with New $550 Million Sustainability-Linked Credit Facility (PR Newswire)
Jan-23-25 04:15PM	Select Water Solutions Announces Quarterly Cash Dividend of $0.07 Per Share (PR Newswire)
Nov-12-24 04:15PM	SELECT WATER SOLUTIONS TO PARTICIPATE IN WATER TOWER RESEARCH FIRESIDE CHAT SERIES (PR Newswire)
Nov-07-24 02:19AM	Select Water Solutions Inc (WTTR) Q3 2024 Earnings Call Highlights: Record Revenue and ... (GuruFocus.com)
Nov-05-24 04:15PM	Select Water Solutions Announces Third Quarter 2024 Financial Results and Operational Updates (PR Newswire) +5.30% +25.52%
07:51AM	Earnings To Watch: Select Water Solutions Inc (WTTR) Reports Q3 2024 Result (GuruFocus.com)
07:08AM	Loading…
Nov-04-24 07:08AM	Select Water Solutions Inc (WTTR) Q3 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-25-24 08:00AM	Select Water Solutions Increases Quarterly Cash Dividend 17% (PR Newswire)
Oct-21-24 04:15PM	Select Water Solutions Announces 2024 Third Quarter Earnings Release and Conference Call Schedule (PR Newswire)
Aug-12-24 03:41PM	EnerCom's 29th Annual Energy Investment Conference is Set to be Held August 18-21, 2024 in Denver, Colorado (PR Newswire)
Jul-30-24 08:54PM	WTTR Stock Earnings: Select Water Solutions Beats EPS, Misses Revenue for Q2 2024 (InvestorPlace)
04:15PM	Select Water Solutions Announces Second Quarter 2024 Financial Results and Operational Updates (PR Newswire)
Jul-29-24 03:13PM	Investor One-on-One Meeting Requests Open for 29th Annual EnerCom Denver - The Energy Investment Conference, to be held August 18-21, 2024 in Denver, Colorado (PR Newswire)
Jul-25-24 04:15PM	Select Water Solutions Announces Quarterly Cash Dividend of $0.06 Per Share (PR Newswire)
Jul-23-24 07:00AM	Select Water Solutions Announces 2024 Second Quarter Earnings Release and Conference Call Schedule (PR Newswire)
Jul-17-24 12:11PM	Presentation Times and Schedule for Participating Companies Now Posted on the Conference Website for 29th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
Jul-10-24 08:00AM	Select Water Solutions Announces Release of 2023 Sustainability Report (PR Newswire)
Jun-24-24 03:16PM	The 29th Annual EnerCom Denver - The Energy Investment Conference to Host The Energy Transition and Emerging Technology Session Featuring Start-Up Energy and Technology Companies (PR Newswire)
Jun-13-24 07:00AM	SELECT WATER SOLUTIONS ANNOUNCES UPCOMING INVESTOR CONFERENCE SCHEDULE (PR Newswire)
Jun-04-24 01:21PM	EnerCom Announces Unparalleled Networking Opportunities at the 29th Annual EnerCom Denver - The Energy Investment Conference, Including Charity Golf Tournament, Monday Cocktail Mixer, Casino Night, and Last Day Reception (PR Newswire)
May-21-24 09:24AM	SELECT WATER SOLUTIONS TO PARTICIPATE IN WATER TOWER RESEARCH FIRESIDE CHAT SERIES (PR Newswire)
May-20-24 04:15PM	PERMIAN WATER RECYCLING FACILITY EXCEEDS 50 MILLION BARRELS TREATED AND REUSED (PR Newswire)
May-14-24 07:02PM	Insider Sale at Select Water Solutions Inc (WTTR): EVP, COO Michael Skarke Sells 13,421 Shares (GuruFocus.com)
May-02-24 04:07PM	Select Energy Services, Inc. (NYSE:WTTR) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES FIRST QUARTER 2024 FINANCIAL RESULTS AND OPERATIONAL UPDATES (PR Newswire)
Apr-24-24 04:26PM	SELECT WATER SOLUTIONS ANNOUNCES QUARTERLY CASH DIVIDEND OF $0.06 PER SHARE (PR Newswire)
Apr-22-24 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES 2024 FIRST QUARTER EARNINGS RELEASE AND CONFERENCE CALL SCHEDULE (PR Newswire)
Mar-04-24 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES CFO TRANSITION (PR Newswire)
Feb-22-24 08:53AM	Select Energy Services, Inc. (NYSE:WTTR) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-21-24 01:46PM	Why Shares of Select Water Solutions Are Flying Higher Today (Motley Fool) +15.67%
Feb-20-24 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 FINANCIAL RESULTS AND OPERATIONAL UPDATES (PR Newswire)
Jan-30-24 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES MULTIPLE STRATEGIC INFRASTRUCTURE ACQUISITIONS (PR Newswire)
Jan-29-24 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES QUARTERLY CASH DIVIDEND OF $0.06 PER SHARE AND 2023 FOURTH QUARTER EARNINGS RELEASE AND CONFERENCE CALL SCHEDULE (PR Newswire)
Nov-02-23 02:26PM	Select Energy Services, Inc. (NYSE:WTTR) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-01-23 08:05AM	The Zacks Analyst Blog Highlights AbbVie, Exxon Mobil, Kontoor Brands, Select Water Solutions and Macatawa Bank (Zacks)
Oct-31-23 06:05PM	Select Water Solutions Inc (WTTR) Reports Q3 2023 Earnings: Revenue Up 4% YoY to $389 Million (GuruFocus.com)
04:15PM	SELECT WATER SOLUTIONS ANNOUNCES THIRD QUARTER 2023 FINANCIAL RESULTS AND OPERATIONAL UPDATES (PR Newswire)
Oct-26-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES 20% INCREASE TO QUARTERLY CASH DIVIDEND, TO $0.06 PER SHARE (PR Newswire)
Oct-18-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES 2023 THIRD QUARTER EARNINGS RELEASE AND CONFERENCE CALL SCHEDULE (PR Newswire)
Aug-14-23 07:00AM	SELECT WATER SOLUTIONS, INC. AND ENDEAVOR ENERGY RESOURCES, LP COMPLETE ONE OF THE LARGEST RECYCLED WATER JOBS RECORDED IN THE MIDLAND BASIN (PR Newswire)
Aug-10-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES UPCOMING INVESTOR CONFERENCE SCHEDULE (PR Newswire)
Aug-08-23 01:24PM	28th Annual EnerCom Denver - The Energy Investment Conference Set to be held August 13-16, 2023 in Denver, Colorado (PR Newswire)
Aug-04-23 07:35AM	Do Select Water Solutions' (NYSE:WTTR) Earnings Warrant Your Attention? (Simply Wall St.)
Aug-02-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES SECOND QUARTER 2023 FINANCIAL RESULTS AND OPERATIONAL UPDATES (PR Newswire)
Jul-27-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES QUARTERLY CASH DIVIDEND OF $0.05 PER SHARE (PR Newswire)
02:16PM	Energy Transition and Emerging Technology Companies are Set to Present at the 28th Annual EnerCom Denver - The Energy Investment Conference, to be held August 13-16, 2023, in Denver, Colorado (PR Newswire)
Jul-20-23 05:11PM	Presentation Times and Schedule for Participating Companies Now Posted on the Conference Website for 28th Annual EnerCom Denver - The Energy Investment Conference, to be held August 13-16, 2023, in Denver, Colorado (PR Newswire)
Jul-19-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES 2023 SECOND QUARTER EARNINGS RELEASE AND CONFERENCE CALL SCHEDULE (PR Newswire)
Jul-13-23 01:43PM	7 Small-Cap Stocks Signaling a Sizeable Breakout (InvestorPlace)
01:00PM	Investor One-on-One Meeting Requests Open for 28th Annual EnerCom Denver - The Energy Investment Conference, to be held August 13-16, 2023 in Denver, Colorado (PR Newswire)
Jul-12-23 04:15PM	SELECT WATER SOLUTIONS ANNOUNCES RELEASE OF 2022 SUSTAINABILITY REPORT (PR Newswire)
Jul-07-23 02:15PM	Investors in Select Water Solutions (NYSE:WTTR) have seen favorable returns of 87% over the past three years (Simply Wall St.) +5.61%
Jun-17-23 08:06AM	Select Water Solutions, Inc. (NYSE:WTTR) Not Lagging Industry On Growth Or Pricing (Simply Wall St.)
Jun-15-23 06:30AM	Unparalleled Networking Opportunities at 28th Annual EnerCom Denver - The Energy Investment Conference, to be held August 13-16, 2023 in Denver, Colorado Include Charity Golf Tournament and Hole-in-One Contest, Monday Mixer Cocktail Reception and Colorado Rockies Baseball Game (PR Newswire)
Jun-01-23 01:37PM	EnerCom Announces Liberty Energy and Strive Asset Management as Keynote Speakers at EnerCom Denver - The Energy Investment Conference, to be held August 13-16, 2023, in Denver, Colorado (PR Newswire)
May-27-23 10:29AM	Select Water Solutions, Inc. (NYSE:WTTR) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock? (Simply Wall St.)
May-18-23 03:00PM	EnerCom Announces that Registration is Now Open for EnerCom Denver® - The Energy Investment Conference, to be held August 13-16, 2023, in Denver, Colorado (PR Newswire)
May-08-23 04:15PM	SELECT ENERGY SERVICES COMPLETES NAME CHANGE TO SELECT WATER SOLUTIONS (PR Newswire)
May-02-23 06:05PM	Select Energy Services (WTTR) Lags Q1 Earnings Estimates (Zacks) -5.00%
04:15PM	SELECT ENERGY SERVICES ANNOUNCES FIRST QUARTER 2023 FINANCIAL RESULTS AND OPERATIONAL UPDATES (PR Newswire)
Apr-30-23 08:57AM	Returns On Capital Are Showing Encouraging Signs At Select Energy Services (NYSE:WTTR) (Simply Wall St.)
Apr-27-23 07:55AM	FMC Technologies (FTI) Reports Break-Even Earnings for Q1 (Zacks)
07:18AM	Select Energy (WTTR) Q1 Earnings Preview: Here's What to Watch (Zacks)
Apr-26-23 10:02AM	Kinetik Holdings Inc. (KNTK) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-25-23 04:15PM	SELECT ENERGY SERVICES ANNOUNCES QUARTERLY CASH DIVIDEND OF $0.05 PER SHARE (PR Newswire)
10:01AM	Select Energy Services (WTTR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-19-23 07:00AM	SELECT ENERGY SERVICES ANNOUNCES 2023 FIRST QUARTER EARNINGS RELEASE AND CONFERENCE CALL SCHEDULE (PR Newswire)
Apr-04-23 06:21AM	Select Energy Services, Inc. (NYSE:WTTR) Shares Could Be 49% Below Their Intrinsic Value Estimate (Simply Wall St.)
Apr-02-23 06:01PM	Load Up, Says Raymond James About These 2 Strong Buy Stocks (TipRanks)
Mar-22-23 08:45AM	Select Energy Services (WTTR) Soars 13.0%: Is Further Upside Left in the Stock? (Zacks) -5.21%
Mar-21-23 07:05AM	SELECT ENERGY SERVICES ANNOUNCES NEW $50 MILLION SHARE REPURCHASE PROGRAM (PR Newswire) +13.04%
Feb-23-23 05:51AM	Select Energy Services Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-21-23 07:25PM	Select Energy Services (WTTR) Q4 Earnings and Revenues Miss Estimates (Zacks) -10.87%
04:15PM	SELECT ENERGY SERVICES ANNOUNCES CORPORATE REBRANDING INITIATIVE, MULTIPLE NEW ACQUISITIONS AND REPORTS FOURTH QUARTER AND FULL YEAR 2022 FINANCIAL RESULTS AND OPERATIONAL UPDATES (PR Newswire)
Feb-13-23 09:24AM	Strength Seen in Select Energy Services (WTTR): Can Its 7.8% Jump Turn into More Strength? (Zacks)
Feb-08-23 04:15PM	SELECT ENERGY SERVICES ANNOUNCES 2022 FOURTH QUARTER EARNINGS RELEASE AND CONFERENCE CALL SCHEDULE (PR Newswire)

Select Water Solutions, Inc. engages in the provision of water management and chemical solutions. It operates through the following business segments: Water Infrastructure, Water Services, and Chemical Technologies. The Water Infrastructure segment develops, builds, and operates permanent and semi-permanent infrastructure solutions to support full life cycle water management and waste treatment solutions. The Water Services segment consists of services businesses, including water transfer, flowback and well testing, fluids hauling, water containment and water network automation, primarily serving E&P companies. The Chemical Technologies segment includes logistics and provides a full suite of chemicals used in hydraulic fracturing, stimulation, cementing, pipelines and well completions. The company was founded on November 21, 2016 and is headquartered in Gainesville, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schmitz John	President/CEO	Feb 14 '25	Sale	13.03	73,450	957,054	2,825,128	Feb 19 07:05 PM
Schmitz John	President/CEO	Feb 11 '25	Sale	13.16	26,550	349,289	2,898,578	Feb 13 06:26 PM
B-29 Investments, LP	Affiliate	Feb 11 '25	Proposed Sale	13.11	100,000	1,311,000		Feb 11 05:58 PM
Schmitz John	President/CEO	Nov 11 '24	Sale	13.70	225,000	3,082,500	2,925,128	Nov 12 05:10 PM
Schmitz John	President/CEO	Nov 08 '24	Sale	13.93	75,000	1,044,750	3,150,128	Nov 12 05:10 PM
B-29 Investments, LP	Affiliate	Nov 08 '24	Proposed Sale	14.26	300,000	4,278,000		Nov 08 05:45 PM

EW Edwards Lifesciences Corp daily Stock Chart

Peers: MDT ABT BSX SYK ISRG ZBH TFX COO ALGN

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Index	S&P 500	P/E	52.25	EPS (ttm)	1.50	Insider Own	2.03%	Shs Outstand	586.20M	Perf Week	3.84%
Market Cap	45.88B	Forward P/E	28.38	EPS next Y	2.76	Insider Trans	-1.09%	Shs Float	574.67M	Perf Month	0.62%
Enterprise Value	42.74B	PEG	6.10	EPS next Q	0.62	Inst Own	87.76%	Short Float	1.06%	Perf Quarter	10.29%
Income	887.90M	P/S	8.28	EPS this Y	1.67%	Inst Trans	0.93%	Short Ratio	1.32	Perf Half Y	3.75%
Sales	5.54B	P/B	4.53	EPS next Y	11.55%	ROA	12.68%	Short Interest	6.07M	Perf YTD	5.65%
Book/sh	17.28	P/C	11.77	EPS next 5Y	8.56%	ROE	16.73%	52W High	95.25 -17.89%	Perf Year	-14.58%
Cash/sh	6.65	P/FCF	72.47	EPS past 3/5Y	-15.06% -2.36%	ROIC	8.22%	52W Low	58.93 32.72%	Perf 3Y	-16.46%
Dividend Est.	-	EV/EBITDA	25.99	Sales past 3/5Y	1.30% 4.58%	Gross Margin	78.59%	Volatility	1.98% 1.93%	Perf 5Y	10.56%
Dividend TTM	-	EV/Sales	7.72	EPS Y/Y TTM	-35.77%	Oper. Margin	26.92%	ATR (14)	1.54	Perf 10Y	225.15%
Dividend Ex-Date	-	Quick Ratio	3.66	Sales Y/Y TTM	-9.84%	Profit Margin	16.03%	RSI (14)	62.62	Recom	2.19
Dividend Gr. 3/5Y	- -	Current Ratio	4.45	EPS Q/Q	6.66%	SMA20	2.55%	Beta	1.11	Target Price	81.31
Payout	0.00%	Debt/Eq	0.07	Sales Q/Q	-11.61%	SMA50	3.39%	Rel Volume	0.66	Prev Close	78.21
Employees	15800	LT Debt/Eq	0.07	Earnings	Apr 23 AMC	SMA200	9.09%	Avg Volume	4.60M	Price	78.21
IPO	Mar 27, 2000	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.29% 0.87%	Trades		Volume	3,050,107	Change	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-24-25	Upgrade	Piper Sandler	Neutral → Overweight	$80
Jan-30-25	Upgrade	Stifel	Hold → Buy	$75 → $90
Jan-16-25	Downgrade	Wolfe Research	Peer Perform → Underperform	$60
Dec-16-24	Upgrade	BofA Securities	Neutral → Buy
Oct-11-24	Resumed	Morgan Stanley	Equal-Weight	$70
Sep-18-24	Downgrade	Jefferies	Buy → Hold	$85 → $70
Jul-31-24	Upgrade	Daiwa Securities	Neutral → Outperform
Jul-29-24	Upgrade	Wolfe Research	Underperform → Peer Perform
Jul-25-24	Downgrade	Truist	Buy → Hold	$110 → $82
Jul-25-24	Downgrade	TD Cowen	Buy → Hold	$100 → $70
Jul-25-24	Downgrade	Robert W. Baird	Outperform → Neutral	$102 → $70
Jul-25-24	Downgrade	JP Morgan	Overweight → Neutral	$105 → $72
Jul-25-24	Downgrade	BofA Securities	Buy → Neutral	$105 → $75
May-30-24	Initiated	Goldman	Buy	$107
May-22-24	Upgrade	Citigroup	Neutral → Buy	$98 → $105
May-14-24	Upgrade	Deutsche Bank	Hold → Buy
Mar-07-24	Upgrade	BofA Securities	Neutral → Buy
Feb-02-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$94
Jan-04-24	Downgrade	Evercore ISI	Outperform → In-line	$80 → $77
Dec-11-23	Downgrade	Citigroup	Buy → Neutral

Show Previous Ratings

Jun-24-25 09:07AM	Edwards Lifesciences Corporation (EW): A Bull Case Theory (Insider Monkey)
08:55AM	NYSE Content Advisory: Pre-Market update + Wall Street watches the Middle East (PR Newswire)
08:27AM	BSX Raises 2025 Financial Outlook: What's Backing It? (Zacks)
Jun-17-25 09:37AM	ISRG's Minimally Invasive Ecosystem Powers Surgical Precision (Zacks)
Jun-06-25 04:08PM	Healthcare companies are hiring. Is it time to look for growth stocks in this beaten-down sector? (MarketWatch)
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May-30-25 11:31AM	Why Is Accuray (ARAY) Up 17% Since Last Earnings Report? (Zacks)
May-28-25 10:17AM	How Boston Scientific's Surprise Setback Bolstered Edwards, Medtronic, Abbott (Investor's Business Daily)
10:14AM	How Boston Scientific's Surprise Setback Bolstered Two Of Its Top Rivals (Investor's Business Daily)
May-23-25 11:39AM	Edwards study demonstrates value in early aortic stenosis intervention (Medical Device Network)
08:53AM	Edwards' New Late-Breaking Data on Severe AS Expected to Boost Stock (Zacks)
May-22-25 09:18AM	Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick (Investing.com)
02:30AM	Prompt Intervention for Severe Aortic Stenosis Patients Demonstrates Lower Healthcare Costs, Improved Clinical Outcomes (Business Wire)
May-20-25 08:58PM	Jim Cramer Notes Edwards Lifesciences (EW) is in a "Good Zone" (Insider Monkey)
May-19-25 08:30PM	Lightning Round: Zoom is doing a lot right, but it's taking them a really long time, says Jim Cramer (CNBC TV)
02:30PM	Trade Tracker: Bill Baruch buys Edwards Lifesciences (CNBC TV)
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May-16-25 06:34AM	Should Edwards Lifesciences Stock Remain in Your Portfolio Now? (Zacks)
May-09-25 07:46AM	Why Edwards Lifesciences (EW) Is Among the Best Medical Device Stocks to Buy Now (Insider Monkey)
May-07-25 05:24PM	Top Research Reports for Verizon Communications, Bristol-Myers Squibb & Canadian Pacific (Zacks)
May-06-25 07:05AM	Edwards Lifesciences to Present at the BofA Securities 2025 Health Care Conference (Business Wire)
May-01-25 12:16PM	FDA approves Edwards TAVR system for asymptomatic aortic stenosis patients (Medical Device Network)
08:00AM	Edwards TAVR Receives FDA Approval for Patients With Asymptomatic Severe Aortic Stenosis (Business Wire)
Apr-30-25 08:03PM	Edwards Lifesciences Corporation (EW): Jim Cramer Says It's a Hold - But Is Boston Scientific Now His Favorite? (Insider Monkey)
Apr-24-25 08:01PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research) +6.63%
04:12PM	Edwards Shoots Higher As It Shrugs Off Tariffs Worries Until 2026 (Investor's Business Daily)
09:34AM	Texas Instruments, Mondelez downgraded: Wall Street's top analyst calls (The Fly)
08:50AM	Q1 2025 Edwards Lifesciences Corp Earnings Call (Thomson Reuters StreetEvents)
07:04AM	Edwards shrugs off tariffs, backs 2025 profit forecast (MedTech Dive)
06:43AM	EW Q1 Earnings & Revenues Beat, Stock Climbs, '25 Sales View Raised (Zacks)
03:08AM	Edwards Lifesciences Corp (EW) Q1 2025 Earnings Call Highlights: Strong Sales Growth and ... (GuruFocus.com)
Apr-23-25 09:52PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research)
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09:35PM	Edwards Lifesciences Corporation (EW) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:00PM	Edwards Lifesciences (EW) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
04:41PM	Why Heart-Focused Edwards Lifesciences Isn't Worried About Tariffs (Investor's Business Daily)
04:41PM	Edwards Lifesciences Delivers In-Line Sales, Narrow Profit Beat (Investor's Business Daily)
04:15PM	Edwards Lifesciences Reports First Quarter Results (Business Wire)
Apr-21-25 06:00AM	Intuitive, Boston Scientific and Edwards next up in medtech earnings (MedTech Dive)
Apr-19-25 08:25AM	Edwards says eight-year data confirm long-term durability of Resilia tissue (TipRanks)
Apr-18-25 09:15AM	Unlocking Q1 Potential of Edwards Lifesciences (EW): Exploring Wall Street Estimates for Key Metrics (Zacks)
08:00AM	Eight-Year Data Confirm Long-Term Durability of Edwards RESILIA Tissue (Business Wire)
Apr-17-25 08:31AM	Solid TMTT Growth to Drive Edwards Lifesciences' Q1 Earnings (Zacks)
Apr-16-25 07:05AM	Edwards Lifesciences to Host Earnings Conference Call on April 23, 2025 (Business Wire)
Apr-14-25 11:33PM	Edwards receives CE mark for Sapien M3 mitral valve replacement device (MedTech Dive)
12:07PM	Edwards secures CE mark for transfemoral mitral valve implant (Medical Device Network)
08:00AM	Edwards SAPIEN M3 Receives CE Mark, Becoming Worlds First Transfemoral Transcatheter Mitral Valve Replacement System (Business Wire)
Apr-10-25 08:10AM	Harbor Long-Term Growers ETF Q4 2024 Commentary (Seeking Alpha)
Apr-03-25 02:23PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research)
Apr-01-25 09:18AM	Sands Capital Select Growth Fund Sold Edwards Lifesciences Corporation (EW) For Better Opportunities (Insider Monkey)
Mar-31-25 02:00PM	New Data Confirm Rapid, Unpredictable Progression of Severe Aortic Stenosis and Need for Urgent Referral and Evaluation of Patients (Business Wire)
09:43AM	Jim Cramer Calls Edwards Lifesciences (EW) a Hold - Prefers Boston Scientific Right Now! (Insider Monkey)
Mar-30-25 07:10AM	abrdn World Healthcare Fund Q4 2024 Commentary (Seeking Alpha)
03:25AM	abrdn Healthcare Opportunities Fund Q4 2024 Commentary (Seeking Alpha)
02:50AM	abrdn Healthcare Investors Q4 2024 Commentary (Seeking Alpha)
Mar-22-25 11:51PM	Edwards Lifesciences: Double-Digit Top Line And EPS Growth Ahead (SeekingAlpha)
Mar-20-25 02:04PM	Medtronics Evolut trial outcome could shift US TAVR market (Medical Device Network)
Mar-10-25 08:19PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research)
03:17PM	Edwards Lifesciences Corporation (EW): Among the Top Stocks to Buy According to Citadel Investment Group (Insider Monkey)
Feb-25-25 07:05AM	Edwards Lifesciences to Present at the TD Cowen 45th Annual Health Care Conference (Business Wire)
Feb-12-25 05:12PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research) +6.92%
04:15PM	Edwards Makes A Bullish Move As Heart-Valve Replacements Top $1 Billion (Investor's Business Daily)
02:51PM	Heart Devices-Focused Edwards Lifesciences Confident in 2025 Outlook, Analyst Sees Long-Term Strength (Benzinga)
09:55AM	Q4 2024 Edwards Lifesciences Corp Earnings Call (Thomson Reuters StreetEvents)
09:16AM	Is Edwards Lifesciences Corporation (EW) the Best Medical Device Stock to Buy? (Insider Monkey)
02:13AM	Edwards Lifesciences Corp (EW) Q4 2024 Earnings Call Highlights: Strong Full-Year Growth and ... (GuruFocus.com)
Feb-11-25 09:54PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research)
06:00PM	Compared to Estimates, Edwards Lifesciences (EW) Q4 Earnings: A Look at Key Metrics (Zacks)
04:29PM	Edwards Pops On Fourth-Quarter Beat As Heart-Valve Replacements Top $1 Billion (Investor's Business Daily)
04:29PM	Edwards Beats Fourth-Quarter Forecasts, But Shares Slip (Investor's Business Daily)
04:15PM	Edwards Lifesciences Reports Fourth Quarter Results (Business Wire)
Feb-10-25 08:01AM	Edwards Lifesciences (EW) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
Feb-06-25 09:15AM	Insights Into Edwards Lifesciences (EW) Q4: Wall Street Projections for Key Metrics (Zacks)
Feb-04-25 07:05AM	Edwards Lifesciences to Host Earnings Conference Call on February 11, 2025 (Business Wire)
Jan-31-25 03:14PM	Edwards Lifesciences Corporation (EW): A Bull Case Theory (Insider Monkey)
Jan-30-25 02:21PM	Edwards Lifesciences Is Poised For Solid Growth In 2025Analyst Highlights TAVR Growth, Margin Expansion (Benzinga)
Jan-28-25 10:00AM	Analysts Estimate Edwards Lifesciences (EW) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jan-21-25 05:22PM	Masimo Taps Katie Szyman as Permanent CEO (The Wall Street Journal)
Jan-16-25 08:17AM	Do You Believe in the Growth Prospects of Edwards Lifesciences Corporation (EW)? (Insider Monkey)
Jan-07-25 07:05AM	Edwards Lifesciences to Present at the 43rd Annual J.P. Morgan Healthcare Conference (Business Wire)
Jan-03-25 06:46AM	Edwards Lifesciences price target raised to $75 from $69 at Evercore ISI (TipRanks)
Jan-02-25 05:42AM	Top 10 medtech deals of 2024 (MedTech Dive)
Dec-28-24 05:01PM	Edwards Lifesciences Corporation (EW): Among the Cheap Healthcare Stocks to Buy Heading Into 2025 (Insider Monkey)
Dec-20-24 04:04PM	Jim Cramer: Is Edwards Lifesciences (EW) Poised for a Comeback? (Insider Monkey)
08:53AM	Is the Options Market Predicting a Spike in Edwards (EW) Stock? (Zacks)
06:48AM	CMS proposes Medicare coverage for transcatheter tricuspid replacement (MedTech Dive)
Dec-12-24 06:50AM	Capstan Medical raises $110M for heart valve with robotic system (MedTech Dive)
Dec-05-24 07:17AM	Edwards expects new TAVR approval in mid-2025 to boost sales (MedTech Dive)
Dec-04-24 07:41PM	Analyst Report: Edwards Lifesciences Corporation (Morningstar Research) +5.70%
04:41PM	S&P 500 Gains and Losses Today: Salesforce Stock Pops as AI Offering Impresses (Investopedia)
11:40AM	Edwards Lifesciences Outlines Vision For Growth At Investor Conference (Benzinga)
06:17AM	Edwards Lifesciences Projects 2025 Constant Currency Sales Growth Of 8% - 10% (RTT News)
06:00AM	Edwards Lifesciences Outlines Growth Strategy at Annual Investor Conference (Business Wire)
Dec-02-24 05:45AM	Edwards Lifesciences Corporation Sued for Securities Law Violations - Investors Should Contact Levi and Korsinsky for More Information - EW (PR Newswire)
Nov-25-24 07:49AM	Edwards Lifesciences announces positive results in one year TAVI trial (Clinical Trials Arena)
03:30AM	Edwards' SAPIEN 3 Ultra RESILIA Valve Demonstrates Continued Excellent Outcomes for Patients in Real World Data (Business Wire)
Nov-15-24 05:45AM	Edwards Lifesciences Corporation Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - EW (PR Newswire)
Nov-13-24 12:49PM	Shareholders of Edwards Lifesciences Corporation Should Contact Levi & Korsinsky Before December 13, 2024 to Discuss Your Rights EW (GlobeNewswire)
10:28AM	US transcatheter tricuspid valve repair market grows by over 50% since launch in Q2 2024 (Medical Device Network)
Nov-12-24 05:45AM	Investors in Edwards Lifesciences Corporation Should Contact Levi & Korsinsky Before December 13, 2024 to Discuss Your Rights - EW (PR Newswire)
Nov-09-24 12:19AM	Decoding Edwards Lifesciences Corp (EW): A Strategic SWOT Insight (GuruFocus.com)
Nov-02-24 11:13AM	Kessler Topaz Meltzer & Check, LLP Encourages Edwards Lifesciences Corporation Investors with Losses to Contact the Firm (Newsfile)
Nov-01-24 08:55AM	Edwards Lifesciences Corporation (EW) Fell Due to Missed Earnings Expectations and Weak Guidance (Insider Monkey)

Edwards Lifesciences Corp. engages in patient-focused medical innovations for heart disease and critical care monitoring. Its products are categorized into four main areas: Transcatheter Aortic Valve Replacement, Transcatheter Mitral and Tricuspid Therapies, Surgical Structural Heart, and Critical Care. It operates through the following geographical segments: United States, Europe, Japan, and Rest of World. The company was founded by Miles Lowell Edwards in 1958 and is headquartered in Irvine, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wood Larry L	Global President TAVR & Surg	Jun 16 '25	Option Exercise	59.26	8,950	530,347	215,850	Jun 16 05:09 PM
Wood Larry L	Global President TAVR & Surg	Jun 16 '25	Sale	75.23	8,950	673,268	206,900	Jun 16 05:09 PM
Wood Larry L	Officer	Jun 16 '25	Proposed Sale	75.23	8,950	673,268		Jun 16 04:20 PM
Zovighian Bernard J	CEO	May 30 '25	Sale	77.21	16,099	1,243,065	9,564	Jun 03 05:15 PM
Zovighian Bernard J	CEO	Jun 03 '25	Sale	77.32	967	74,772	8,597	Jun 03 05:15 PM
Zovighian Bernard J	Officer	Jun 03 '25	Proposed Sale	77.32	967	74,772		Jun 03 04:29 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Jun 02 '25	Sale	77.40	2,570	198,911	50,356	Jun 02 05:01 PM
BOBO DONALD E JR	Officer	Jun 02 '25	Proposed Sale	77.40	2,570	198,911		Jun 02 04:03 PM
Zovighian Bernard J	Officer	May 30 '25	Proposed Sale	77.21	16,099	1,243,064		May 30 04:31 PM
Chopra Daveen	CVP, TMTT	May 22 '25	Sale	75.08	1,500	112,612	33,496	May 22 05:08 PM
Chopra Daveen	Officer	May 22 '25	Proposed Sale	75.07	1,500	112,612		May 22 04:01 PM
Lippis Daniel J.	CVP, JAPAC	May 09 '25	Option Exercise	45.28	330	14,941	26,946	May 09 07:35 PM
Lippis Daniel J.	CVP, JAPAC	May 09 '25	Sale	74.42	330	24,560	26,616	May 09 07:35 PM
Markowitz Wayne	GM & SVP, Surgical	May 07 '25	Sale	75.08	268	20,121	9,299	May 09 07:34 PM
Ullem Scott B.	CVP, Chief Financial Officer	May 09 '25	Option Exercise	45.28	11,250	509,363	52,348	May 09 07:34 PM
Ullem Scott B.	CVP, Chief Financial Officer	May 09 '25	Sale	74.40	11,250	837,035	41,098	May 09 07:34 PM
Lippis Daniel J.	Officer	May 09 '25	Proposed Sale	74.42	330	24,560		May 09 04:00 PM
Markowitz Wayne	Officer	May 07 '25	Proposed Sale	75.08	268	20,121		May 07 04:48 PM
Zovighian Bernard J	CEO	May 05 '25	Option Exercise	45.28	7,462	337,855	65,746	May 06 05:13 PM
Zovighian Bernard J	CEO	May 05 '25	Sale	74.91	5,980	447,977	58,284	May 06 05:13 PM
Zovighian Bernard J	Officer	May 05 '25	Proposed Sale	74.91	5,980	447,977		May 05 04:03 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Apr 14 '25	Option Exercise	45.28	9,500	430,129	56,706	Apr 14 06:18 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Apr 14 '25	Sale	69.81	9,500	663,196	47,206	Apr 14 06:18 PM
Lippis Daniel J.	CVP, JAPAC	Apr 08 '25	Option Exercise	45.28	300	13,583	23,163	Apr 08 05:12 PM
Lippis Daniel J.	CVP, JAPAC	Apr 08 '25	Sale	70.61	300	21,183	22,863	Apr 08 05:12 PM
Lippis Daniel J.	Officer	Apr 08 '25	Proposed Sale	70.61	300	21,183		Apr 08 04:19 PM
Ullem Scott B.	CVP, Chief Financial Officer	Mar 26 '25	Option Exercise	45.28	11,250	509,363	41,637	Mar 26 04:45 PM
Ullem Scott B.	CVP, Chief Financial Officer	Mar 26 '25	Sale	70.87	11,250	797,267	30,387	Mar 26 04:45 PM
Ullem Scott B.	Officer	Mar 26 '25	Proposed Sale	70.87	22,500	1,594,534		Mar 26 04:14 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Mar 13 '25	Option Exercise	45.28	9,500	430,129	56,436	Mar 13 05:41 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Mar 13 '25	Sale	67.96	9,500	645,624	46,936	Mar 13 05:41 PM
Zovighian Bernard J	CEO	Mar 10 '25	Option Exercise	45.28	7,463	337,900	66,546	Mar 10 07:35 PM
Zovighian Bernard J	CEO	Mar 10 '25	Sale	69.51	6,164	428,448	59,083	Mar 10 07:35 PM
Lippis Daniel J.	CVP, JAPAC	Mar 10 '25	Option Exercise	45.28	400	18,111	22,988	Mar 10 07:34 PM
Lippis Daniel J.	CVP, JAPAC	Mar 10 '25	Sale	69.48	400	27,792	22,588	Mar 10 07:34 PM
Zovighian Bernard J	Officer	Mar 10 '25	Proposed Sale	69.51	6,164	428,448		Mar 10 04:13 PM
Lippis Daniel J.	Officer	Mar 10 '25	Proposed Sale	69.48	400	27,792		Mar 10 04:13 PM
Ullem Scott B.	CVP, Chief Financial Officer	Feb 28 '25	Option Exercise	45.28	11,250	509,363	41,637	Feb 28 05:05 PM
Ullem Scott B.	CVP, Chief Financial Officer	Feb 28 '25	Sale	70.78	11,250	796,327	30,387	Feb 28 05:05 PM
LORANGER STEVEN R	Director	Feb 14 '25	Option Exercise	45.32	5,739	260,073	66,111	Feb 14 04:41 PM
LORANGER STEVEN R	Director	Feb 14 '25	Sale	76.42	5,739	438,576	60,372	Feb 14 04:41 PM
LORANGER STEVEN R	Director	Feb 14 '25	Proposed Sale	76.42	5,739	438,576		Feb 14 04:11 PM
Ullem Scott B.	CVP, Chief Financial Officer	Feb 13 '25	Option Exercise	45.28	11,250	509,363	41,811	Feb 13 06:04 PM
Ullem Scott B.	CVP, Chief Financial Officer	Feb 13 '25	Sale	75.76	11,250	852,272	30,561	Feb 13 06:04 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Feb 13 '25	Option Exercise	45.28	6,500	294,299	53,436	Feb 13 06:04 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Feb 13 '25	Sale	75.75	6,500	492,363	46,936	Feb 13 06:04 PM
Lippis Daniel J.	CVP, JAPAC	Feb 13 '25	Option Exercise	45.28	500	22,638	23,689	Feb 13 06:04 PM
Lippis Daniel J.	CVP, JAPAC	Feb 13 '25	Sale	76.34	500	38,170	23,189	Feb 13 06:04 PM
STONE HEISZ LESLIE	Director	Feb 13 '25	Option Exercise	45.32	5,739	260,073	35,774	Feb 13 06:04 PM
STONE HEISZ LESLIE	Director	Feb 13 '25	Sale	75.86	5,739	435,371	30,035	Feb 13 06:04 PM
Lippis Daniel J.	Officer	Feb 13 '25	Proposed Sale	76.34	500	38,170		Feb 13 04:05 PM
STONE HEISZ LESLIE	Director	Feb 13 '25	Proposed Sale	75.86	5,739	435,371		Feb 13 04:04 PM
BOBO DONALD E JR	Officer	Feb 13 '25	Proposed Sale	75.75	25,500	1,931,579		Feb 13 04:03 PM
Lippis Daniel J.	CVP, JAPAC	Jan 16 '25	Option Exercise	45.28	500	22,638	23,689	Jan 16 05:07 PM
Lippis Daniel J.	CVP, JAPAC	Jan 16 '25	Sale	68.76	500	34,382	23,189	Jan 16 05:07 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Jan 16 '25	Option Exercise	45.28	5,000	226,384	51,936	Jan 16 05:07 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Jan 16 '25	Sale	68.75	5,000	343,736	46,936	Jan 16 05:07 PM
Lippis Daniel J.	Officer	Jan 16 '25	Proposed Sale	68.76	500	34,382		Jan 16 04:36 PM
Lippis Daniel J.	CVP, JAPAC	Dec 16 '24	Option Exercise	45.28	2,500	113,192	25,689	Dec 16 06:27 PM
Lippis Daniel J.	CVP, JAPAC	Dec 16 '24	Sale	74.08	2,500	185,196	23,189	Dec 16 06:27 PM
Lippis Daniel J.	Officer	Dec 16 '24	Proposed Sale	74.08	2,500	185,196		Dec 16 04:08 PM
Ullem Scott B.	CVP, Chief Financial Officer	Dec 09 '24	Option Exercise	45.28	11,250	509,363	41,811	Dec 09 04:58 PM
Ullem Scott B.	CVP, Chief Financial Officer	Dec 09 '24	Sale	71.68	11,250	806,406	30,561	Dec 09 04:58 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Dec 09 '24	Option Exercise	45.28	5,000	226,384	51,936	Dec 09 04:58 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Dec 09 '24	Sale	71.75	5,000	358,750	46,936	Dec 09 04:58 PM
Ullem Scott B.	Officer	Dec 09 '24	Proposed Sale	71.68	33,750	2,419,214		Dec 09 04:03 PM
Chopra Daveen	CVP, TMTT	Dec 06 '24	Sale	73.27	1,750	128,223	27,583	Dec 06 04:56 PM
Markowitz Wayne	GM & SVP, Surgical	Dec 06 '24	Sale	73.27	583	42,716	9,494	Dec 06 04:56 PM
Markowitz Wayne	Officer	Dec 06 '24	Proposed Sale	73.27	583	42,716		Dec 06 04:14 PM
Chopra Daveen	Officer	Dec 06 '24	Proposed Sale	73.27	1,750	128,222		Dec 06 04:12 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Nov 13 '24	Option Exercise	45.28	5,000	226,384	51,936	Nov 13 06:16 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Nov 13 '24	Sale	65.57	5,000	327,843	46,936	Nov 13 06:16 PM
BOBO DONALD E JR	Officer	Nov 13 '24	Proposed Sale	65.57	15,000	983,529		Nov 13 04:25 PM
Wood Larry L	Global President TAVR & Surg	Nov 05 '24	Sale	65.91	25,000	1,647,862	198,526	Nov 05 05:07 PM
Wood Larry L	Officer	Nov 05 '24	Proposed Sale	65.91	25,000	1,647,862		Nov 05 04:11 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Oct 15 '24	Option Exercise	45.28	5,000	226,384	51,936	Oct 15 05:03 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Oct 15 '24	Sale	69.51	5,000	347,534	46,936	Oct 15 05:03 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Sep 11 '24	Option Exercise	45.28	5,000	226,384	51,936	Sep 11 06:06 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Sep 11 '24	Sale	66.77	5,000	333,826	46,936	Sep 11 06:06 PM
Chopra Daveen	CVP, TMTT	Aug 20 '24	Sale	69.95	1,250	87,438	29,333	Aug 20 07:42 PM
Chopra Daveen	Officer	Aug 20 '24	Proposed Sale	69.95	1,250	87,438		Aug 20 05:12 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Aug 14 '24	Option Exercise	45.28	5,000	226,384	51,936	Aug 14 05:58 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Aug 14 '24	Sale	66.08	5,000	330,420	46,936	Aug 14 05:58 PM
BOBO DONALD E JR	Officer	Aug 14 '24	Proposed Sale	66.08	15,000	991,260		Aug 14 04:19 PM
Lippis Daniel J.	CVP, JAPAC	Jul 11 '24	Option Exercise	45.28	500	22,638	23,689	Jul 11 05:38 PM
Lippis Daniel J.	CVP, JAPAC	Jul 11 '24	Sale	94.18	500	47,090	23,189	Jul 11 05:38 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Jul 10 '24	Option Exercise	45.28	5,000	226,384	51,936	Jul 10 05:36 PM
BOBO DONALD E JR	CVP,Strategy/Corp Development	Jul 10 '24	Sale	93.29	5,000	466,474	46,936	Jul 10 05:36 PM

Peers: PLTR CFLT MDB TWLO SNOW PATH DDOG NICE ANSS TEAM

| Held by: VTI VB IWM VGT VXF VBK BOTZ IWO VTWO SCHA

Index	RUT	P/E	-	EPS (ttm)	-2.23	Insider Own	9.74%	Shs Outstand	130.44M	Perf Week	4.96%
Market Cap	3.30B	Forward P/E	-	EPS next Y	-0.15	Insider Trans	-23.43%	Shs Float	121.30M	Perf Month	-11.62%
Enterprise Value	2.62B	PEG	-	EPS next Q	-0.14	Inst Own	48.23%	Short Float	19.80%	Perf Quarter	12.65%
Income	-288.70M	P/S	8.49	EPS this Y	10.53%	Inst Trans	-3.28%	Short Ratio	4.38	Perf Half Y	-31.20%
Sales	389.06M	P/B	3.93	EPS next Y	59.60%	ROA	-27.56%	Short Interest	24.02M	Perf YTD	-28.64%
Book/sh	6.26	P/C	4.45	EPS next 5Y	-	ROE	-33.73%	52W High	45.08 -45.50%	Perf Year	-11.11%
Cash/sh	5.53	P/FCF	-	EPS past 3/5Y	-7.35% -25.13%	ROIC	-32.30%	52W Low	17.03 44.27%	Perf 3Y	30.00%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	15.46% 19.95%	Gross Margin	60.62%	Volatility	4.13% 4.39%	Perf 5Y	-
Dividend TTM	-	EV/Sales	6.73	EPS Y/Y TTM	4.68%	Oper. Margin	-83.39%	ATR (14)	1.19	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	6.80	Sales Y/Y TTM	25.27%	Profit Margin	-74.21%	RSI (14)	52.23	Recom	3.06
Dividend Gr. 3/5Y	- -	Current Ratio	6.80	EPS Q/Q	-0.62%	SMA20	-0.40%	Beta	1.99	Target Price	28.62
Payout	-	Debt/Eq	0.07	Sales Q/Q	25.56%	SMA50	4.49%	Rel Volume	1.23	Prev Close	24.24
Employees	1181	LT Debt/Eq	0.07	Earnings	May 28 AMC	SMA200	-9.58%	Avg Volume	5.48M	Price	24.57
IPO	Dec 09, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	20.40% 0.89%	Trades		Volume	6,749,015	Change	1.36%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-19-24	Downgrade	KeyBanc Capital Markets	Sector Weight → Underweight	$29
Dec-11-24	Downgrade	JP Morgan	Neutral → Underweight	$28
May-30-24	Upgrade	Northland Capital	Market Perform → Outperform	$35
Nov-21-23	Upgrade	Oppenheimer	Perform → Outperform	$40
Jul-25-23	Initiated	Northland Capital	Market Perform	$40
Jun-29-23	Initiated	Oppenheimer	Perform
Jun-01-23	Upgrade	Wedbush	Neutral → Outperform	$24 → $50
Jun-01-23	Downgrade	DA Davidson	Buy → Neutral	$30
Apr-24-23	Downgrade	Wolfe Research	Peer Perform → Underperform	$14
Feb-03-23	Initiated	DA Davidson	Buy	$30
Oct-10-22	Resumed	Canaccord Genuity	Hold	$14
Sep-02-22	Downgrade	Needham	Buy → Hold
Aug-17-22	Initiated	Wolfe Research	Peer Perform
Jun-02-22	Downgrade	Piper Sandler	Overweight → Neutral	$28 → $15
May-03-22	Downgrade	Wedbush	Outperform → Neutral	$30 → $16
Mar-04-22	Downgrade	Deutsche Bank	Hold → Sell	$36 → $18
Mar-02-22	Upgrade	JP Morgan	Underweight → Neutral	$43 → $27
Jun-03-21	Reiterated	Needham	Buy	$195 → $146
Jan-04-21	Initiated	Wedbush	Outperform	$200
Jan-04-21	Initiated	Piper Sandler	Overweight	$166

Show Previous Ratings

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Jun-26-25 03:00PM	Is C3.ai Stock the Next NVIDIA and a Buy? (Zacks)
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09:15AM	Should You Buy the Dip on C3.AI Stock? (Motley Fool)
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C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lath Hitesh	Officer	Jun 27 '25	Proposed Sale	24.97	8,706	217,368		Jun 27 02:58 PM
Lath Hitesh	Officer	Jun 27 '25	Proposed Sale	25.00	8,983	224,575		Jun 27 02:50 PM
Witteveen Merel	FORMER OFFICER	Jun 27 '25	Proposed Sale	25.00	5,364	134,100		Jun 27 02:22 PM
Witteveen Merel	FORMER OFFICER	Jun 27 '25	Proposed Sale	25.00	3,807	95,175		Jun 27 02:08 PM
Hyten John E.	Director	Jun 13 '25	Sale	23.75	10,000	237,500	63,942	Jun 17 09:29 PM
Lath Hitesh	CHIEF FINANCIAL OFFICER	Jun 16 '25	Sale	24.19	6,040	146,108	6,218	Jun 17 08:18 PM
Witteveen Merel	Senior VP, Operations	Jun 16 '25	Sale	23.95	5,485	131,366	13,740	Jun 17 08:17 PM
Witteveen Merel	Officer	Jun 16 '25	Proposed Sale	23.95	5,485	131,358		Jun 16 05:32 PM
Lath Hitesh	Officer	Jun 16 '25	Proposed Sale	24.19	6,040	146,087		Jun 16 04:24 PM
SEWELL D BRUCE	Director	Jun 11 '25	Option Exercise	1.86	79	147	79	Jun 13 04:13 PM
SEWELL D BRUCE	Director	Jun 11 '25	Sale	26.00	79	2,054	0	Jun 13 04:13 PM
Hyten John E.	Director	Jun 13 '25	Proposed Sale	23.75	10,000	237,494		Jun 13 04:00 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Jun 11 '25	Sale	25.02	601,498	15,051,342	3,816,802	Jun 12 04:20 PM
SEWELL D BRUCE	Director	Jun 11 '25	Proposed Sale	26.00	79	2,054		Jun 11 05:11 PM
Witteveen Merel	Officer	Jun 10 '25	Proposed Sale	25.86	707	18,283		Jun 10 02:15 PM
Witteveen Merel	Senior VP, Operations	Jun 09 '25	Sale	26.23	1,710	44,853	9,225	Jun 09 04:58 PM
Witteveen Merel	Officer	Jun 09 '25	Proposed Sale	26.23	1,710	44,859		Jun 09 01:41 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Jun 02 '25	Sale	26.30	17,000	447,100	15,736	Jun 03 06:36 PM
Lath Hitesh	CHIEF FINANCIAL OFFICER	May 29 '25	Sale	29.45	4,368	128,652	250	Jun 02 07:26 PM
WARD JR STEPHEN M	Director	May 29 '25	Option Exercise	4.68	42,382	198,348	588,877	Jun 02 07:21 PM
WARD JR STEPHEN M	Director	May 29 '25	Sale	26.32	42,382	1,115,494	546,495	Jun 02 07:21 PM
Witteveen Merel	Senior VP, Operations	May 29 '25	Sale	27.63	4,951	136,794	7,810	Jun 02 07:20 PM
LEVIN RICHARD C	Director	May 29 '25	Option Exercise	4.68	36,000	168,480	197,664	Jun 02 07:19 PM
LEVIN RICHARD C	Director	Jun 02 '25	Option Exercise	6.89	6,000	41,332	167,664	Jun 02 07:19 PM
LEVIN RICHARD C	Director	May 29 '25	Sale	28.17	36,000	1,014,120	161,664	Jun 02 07:19 PM
LEVIN RICHARD C	Director	Jun 02 '25	Sale	26.31	6,000	157,860	161,664	Jun 02 07:19 PM
LEVIN RICHARD C	Director	Jun 02 '25	Proposed Sale	26.31	6,000	157,860		Jun 02 03:21 PM
Witteveen Merel	Officer	May 29 '25	Proposed Sale	27.63	4,951	136,795		May 29 03:18 PM
Lath Hitesh	Officer	May 29 '25	Proposed Sale	29.45	4,368	128,652		May 29 03:00 PM
LEVIN RICHARD C	Director	May 29 '25	Proposed Sale	28.17	36,000	1,014,070		May 29 02:43 PM
WARD JR STEPHEN M	Director	May 29 '25	Proposed Sale	26.32	42,382	1,115,494		May 29 02:34 PM
Witteveen Merel	Senior VP, Operations	May 27 '25	Sale	23.56	805	18,966	12,761	May 28 05:11 PM
Witteveen Merel	Senior VP, Operations	May 19 '25	Sale	23.32	5,719	133,367	12,066	May 20 05:44 PM
Witteveen Merel	Officer	May 19 '25	Proposed Sale	23.32	5,719	133,367		May 19 03:53 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	May 13 '25	Sale	24.00	341,698	8,200,752	4,674,643	May 15 05:36 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	May 14 '25	Sale	23.99	272,079	6,527,175	4,402,564	May 15 05:36 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	May 02 '25	Sale	22.27	27,010	601,634	26,115	May 05 09:55 PM
Thomas M. Siebel	Officer and Director	May 02 '25	Proposed Sale	21.83	47,000	1,026,010		May 02 04:11 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Apr 14 '25	Sale	20.19	356,418	7,195,902	241,768	Apr 16 07:58 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Apr 15 '25	Sale	19.92	228,201	4,545,764	13,567	Apr 16 07:58 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Apr 14 '25	Sale	20.19	16,751	338,195	5,001,588	Apr 16 07:58 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Apr 16 '25	Sale	19.47	13,567	264,149	0	Apr 16 07:58 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Apr 15 '25	Sale	19.92	10,728	213,702	4,990,860	Apr 16 07:58 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Apr 16 '25	Sale	19.47	634	12,344	4,990,226	Apr 16 07:58 PM
Thomas M. Siebel	Officer and Director	Apr 14 '25	Proposed Sale	20.58	598,186	12,310,667		Apr 14 04:37 PM
Siebel Living Trust	Officer and Director	Apr 14 '25	Proposed Sale	20.58	1,243,388	25,588,925		Apr 14 04:35 PM
Witteveen Merel	Senior VP, Operations	Mar 19 '25	Sale	22.25	1,133	25,209	7,287	Mar 21 05:13 PM
Witteveen Merel	Officer	Mar 19 '25	Proposed Sale	22.25	1,133	25,209		Mar 19 02:17 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Mar 14 '25	Sale	21.50	294,116	6,323,494	943,151	Mar 18 07:55 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Mar 17 '25	Sale	21.88	216,974	4,747,391	726,177	Mar 18 07:55 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Mar 18 '25	Sale	21.83	127,991	2,794,380	598,186	Mar 18 07:55 PM
Witteveen Merel	Senior VP, Operations	Feb 25 '25	Sale	26.41	337	8,900	5,883	Feb 25 07:45 PM
Witteveen Merel	Officer	Feb 25 '25	Proposed Sale	26.41	337	8,900		Feb 25 01:12 PM
Witteveen Merel	Senior VP, Operations	Feb 18 '25	Sale	31.57	3,253	102,697	5,546	Feb 19 05:15 PM
Witteveen Merel	Officer	Feb 18 '25	Proposed Sale	31.57	3,253	102,697		Feb 18 04:16 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Feb 11 '25	Option Exercise	1.86	133,000	247,380	1,889,390	Feb 13 06:00 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Feb 11 '25	Sale	33.04	552,422	18,252,590	1,336,968	Feb 13 06:00 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Feb 12 '25	Sale	32.30	99,701	3,219,864	1,237,267	Feb 13 06:00 PM
LEVIN RICHARD C	Director	Feb 03 '25	Option Exercise	4.68	12,000	56,160	173,664	Feb 04 06:43 PM
LEVIN RICHARD C	Director	Feb 03 '25	Sale	29.84	12,000	358,080	161,664	Feb 04 06:43 PM
LEVIN RICHARD C	Director	Feb 03 '25	Proposed Sale	29.84	12,000	358,080		Feb 03 04:52 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Jan 14 '25	Option Exercise	1.86	409,831	762,286	2,166,221	Jan 16 07:23 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Jan 15 '25	Option Exercise	1.86	255,601	475,418	2,011,991	Jan 16 07:23 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Jan 14 '25	Sale	30.97	409,831	12,690,525	1,756,390	Jan 16 07:23 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Jan 15 '25	Sale	32.05	255,601	8,192,380	1,756,390	Jan 16 07:23 PM
Thomas M. Siebel	Officer and Director	Jan 14 '25	Proposed Sale	31.20	1,956,636	61,047,043		Jan 14 04:16 PM
Lath Hitesh	CHIEF FINANCIAL OFFICER	Jan 02 '25	Sale	35.00	601	21,035	250	Jan 03 07:48 PM
LEVIN RICHARD C	Director	Jan 02 '25	Option Exercise	4.68	12,000	56,160	173,664	Jan 03 07:45 PM
LEVIN RICHARD C	Director	Jan 02 '25	Sale	34.80	12,000	417,557	161,664	Jan 03 07:45 PM
Witteveen Merel	Senior VP, Operations	Dec 30 '24	Sale	34.95	11,132	389,109	4,142	Jan 02 07:34 PM
LEVIN RICHARD C	Director	Jan 02 '25	Proposed Sale	34.80	12,000	417,572		Jan 02 05:35 PM
Lath Hitesh	Officer	Jan 02 '25	Proposed Sale	35.00	601	21,035		Jan 02 12:46 PM
Witteveen Merel	Officer	Dec 30 '24	Proposed Sale	34.96	11,132	389,161		Dec 30 05:15 PM
Snabe Jim H.	Director	Dec 17 '24	Option Exercise	10.77	499,700	5,380,102	509,700	Dec 19 05:33 PM
Snabe Jim H.	Director	Dec 17 '24	Sale	43.05	499,700	21,512,085	10,000	Dec 19 05:33 PM
Lath Hitesh	CHIEF FINANCIAL OFFICER	Dec 17 '24	Sale	42.36	3,949	167,280	851	Dec 17 08:59 PM
Snabe Jim H.	Director	Dec 17 '24	Proposed Sale	43.05	499,700	21,513,687		Dec 17 06:31 PM
Lath Hitesh	Officer	Dec 17 '24	Proposed Sale	42.36	3,949	167,280		Dec 17 02:19 PM
Hyten John E.	Director	Dec 12 '24	Sale	38.37	5,000	191,874	263,843	Dec 16 08:45 PM
Rice Condoleezza	Director	Dec 10 '24	Option Exercise	1.78	74,689	132,921	149,076	Dec 12 07:06 PM
Rice Condoleezza	Director	Dec 10 '24	Sale	45.01	74,689	3,361,752	74,387	Dec 12 07:06 PM
Hyten John E.	Director	Dec 12 '24	Proposed Sale	38.37	5,000	191,874		Dec 12 04:27 PM
WARD JR STEPHEN M	Director	Dec 09 '24	Option Exercise	4.54	125,000	567,680	671,495	Dec 11 08:16 PM
WARD JR STEPHEN M	Director	Dec 09 '24	Sale	42.00	125,000	5,250,000	546,495	Dec 11 08:16 PM
LEVIN RICHARD C	Director	Dec 09 '24	Option Exercise	4.68	72,000	336,960	233,664	Dec 11 08:15 PM
LEVIN RICHARD C	Director	Dec 09 '24	Sale	42.00	72,000	3,024,000	161,664	Dec 11 08:15 PM
Lath Hitesh	CHIEF FINANCIAL OFFICER	Dec 09 '24	Sale	42.00	11,339	476,238	851	Dec 11 08:14 PM
Rice Condoleezza	Director	Dec 10 '24	Proposed Sale	45.01	75,001	3,375,630		Dec 10 05:52 PM
Lath Hitesh	Officer	Dec 09 '24	Proposed Sale	42.00	11,339	476,238		Dec 09 09:35 PM
WARD JR STEPHEN M	Director	Dec 09 '24	Proposed Sale	42.00	125,000	5,250,550		Dec 09 09:18 PM
LEVIN RICHARD C	Director	Dec 09 '24	Proposed Sale	42.00	72,000	3,024,079		Dec 09 09:04 PM
SIEBEL THOMAS M	CHIEF EXECUTIVE OFFICER	Aug 30 '24	Option Exercise	1.86	537,634	999,999	2,294,024	Sep 04 09:44 PM

Open in Screener

INSM

Insmed Inc

Jun 30 • 04:00PM ET

100.64

Dollar change +1.15
Percentage change 1.16	%

Healthcare • Biotechnology • USA • NASD

Peers: VRTX BIIB REGN GILD RARE NBIX UTHR SRPT EXEL BMRN

| Held by: VTI VB VXF VBK XBI IBB IWP IWF IWR VTWO

Index	RUT	P/E	-	EPS (ttm)	-5.95	Insider Own	2.23%	Shs Outstand	189.95M	Perf Week	-4.53%
Market Cap	19.12B	Forward P/E	-	EPS next Y	-3.66	Insider Trans	-23.52%	Shs Float	185.72M	Perf Month	45.41%
Enterprise Value	19.23B	PEG	-	EPS next Q	-1.30	Inst Own	104.81%	Short Float	6.27%	Perf Quarter	29.04%
Income	-1013.26M	P/S	50.17	EPS this Y	6.01%	Inst Trans	4.21%	Short Ratio	3.16	Perf Half Y	42.69%
Sales	381.03M	P/B	184.62	EPS next Y	30.10%	ROA	-68.42%	Short Interest	11.65M	Perf YTD	45.77%
Book/sh	0.55	P/C	15.94	EPS next 5Y	47.55%	ROE	-890.75%	52W High	106.83 -5.79%	Perf Year	45.90%
Cash/sh	6.31	P/FCF	-	EPS past 3/5Y	-12.84% -13.12%	ROIC	-72.45%	52W Low	60.40 66.62%	Perf 3Y	407.00%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	24.50% 21.66%	Gross Margin	75.17%	Volatility	2.98% 3.88%	Perf 5Y	243.60%
Dividend TTM	-	EV/Sales	50.46	EPS Y/Y TTM	-13.60%	Oper. Margin	-225.44%	ATR (14)	3.68	Perf 10Y	308.11%
Dividend Ex-Date	-	Quick Ratio	5.44	Sales Y/Y TTM	20.77%	Profit Margin	-265.93%	RSI (14)	67.42	Recom	1.05
Dividend Gr. 3/5Y	- -	Current Ratio	5.86	EPS Q/Q	-34.07%	SMA20	9.27%	Beta	0.88	Target Price	112.00
Payout	-	Debt/Eq	13.21	Sales Q/Q	22.94%	SMA50	28.81%	Rel Volume	1.14	Prev Close	99.49
Employees	1271	LT Debt/Eq	13.10	Earnings	May 08 BMO	SMA200	34.50%	Avg Volume	3.68M	Price	100.64
IPO	Feb 15, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	-6.07% 1.48%	Trades		Volume	4,181,095	Change	1.16%

Date	Action	Analyst	Rating Change	Price Target Change
May-13-25	Initiated	Jefferies	Buy	$105
Feb-25-25	Initiated	RBC Capital Mkts	Outperform	$100
Apr-23-24	Initiated	Truist	Buy	$48
Feb-15-24	Initiated	Wolfe Research	Outperform	$42
Dec-08-23	Initiated	Wells Fargo	Overweight	$55
Nov-20-23	Resumed	JP Morgan	Overweight	$36
Jul-26-23	Initiated	Guggenheim	Buy	$50
Dec-09-22	Initiated	Mizuho	Buy	$28
Dec-07-22	Initiated	Barclays	Overweight	$37
Nov-18-22	Initiated	BofA Securities	Buy	$39
Apr-27-22	Initiated	Goldman	Buy	$56
Dec-06-21	Initiated	JP Morgan	Overweight	$45
Oct-19-21	Resumed	Morgan Stanley	Overweight	$56 → $52
Oct-19-21	Resumed	Monness Crespi & Hardt	Buy	$52
Oct-08-21	Initiated	Cantor Fitzgerald	Overweight	$60
Apr-26-21	Resumed	Credit Suisse	Outperform	$60
Dec-17-20	Initiated	Berenberg	Buy	$48
Oct-12-20	Resumed	Stifel	Buy	$44
Sep-03-19	Initiated	Goldman	Buy	$30
Apr-09-19	Reiterated	H.C. Wainwright	Buy	$43 → $52

Show Previous Ratings

Jun-20-25 07:08AM	Russell Rebalance: 3 Stocks Ready to Move Higher (MarketBeat)
Jun-17-25 11:23AM	Wells Fargo Lifts Price Target on Insmed Incorporated (INSM) to $119 From $107 (Insider Monkey)
Jun-13-25 02:10PM	Insmed Incorporated (INSM) Soars on Positive PAH Therapy Trial Results (Insider Monkey)
06:00AM	AstraZeneca forms an AI deal in China; Third Harmonic advances liquidation plans (BioPharma Dive)
Jun-12-25 06:37PM	Insmed (INSM) Soars After Raising $650 million (Insider Monkey)
06:32PM	Loading…
06:32PM	Insmed Inc (INSM) Soars 30% on Impressive Study (Insider Monkey)
Jun-11-25 10:25PM	Insmed Announces Pricing of $750 Million Public Offering of Common Stock (PR Newswire) +7.75%
07:40PM	Analyst Kelly Shi from Jefferies Maintained a Buy Rating on Insmed Incorporated (INSM) (Insider Monkey)
04:01PM	Insmed Announces Proposed $650 Million Public Offering of Common Stock (PR Newswire)
01:32PM	Insmed's Pulmonary Hypertension Drug Data Exceeded Even Bullish Outlook, Analysts Boost Price Forecast (Benzinga)
11:04AM	Insmed Stock Jumps 29% on Encouraging PAH Study Results (Zacks)
06:20AM	Should iShares Russell 2000 Growth ETF (IWO) Be on Your Investing Radar? (Zacks)
05:57AM	Insmed surges on lung drug data; Recursion cuts staff (BioPharma Dive)
Jun-10-25 06:08PM	Insmed CEO Will Lewis on stock surge after positive trial results (CNBC TV) +28.65%
04:07PM	Insmed Catapults Into Breakout Territory On A 'Home Run' For Its Rival To United, Liquidia (Investor's Business Daily)
02:48PM	Loading…
02:48PM	Insmed Stock Soars on Pulmonary Arterial Hypertension Drug Trial Results (Investopedia)
01:07PM	OpenAI-Google cloud deal, metals rally, Insmed trial results (Yahoo Finance Video)
11:32AM	TSMC revenue jump, Insmed stock skyrockets: Trending Tickers (Yahoo Finance Video)
11:29AM	Insmed Stock Jumps 28% on Experimental Hypertension Drug Trial Results (Barrons.com)
09:52AM	Insmed Stock Skyrockets Following Experimental Drug Trial Results (Barrons.com)
07:00AM	Insmed Announces Positive Topline Results from Phase 2b Study of Treprostinil Palmitil Inhalation Powder (TPIP) as Once-Daily Therapy in Patients with Pulmonary Arterial Hypertension (PR Newswire)
Jun-06-25 06:20AM	Should Vanguard Russell 2000 Growth ETF (VTWG) Be on Your Investing Radar? (Zacks)
06:20AM	Should Vanguard Russell 2000 ETF (VTWO) Be on Your Investing Radar? (Zacks)
Jun-04-25 04:05PM	Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
May-29-25 06:20AM	Should Global X Russell 2000 ETF (RSSL) Be on Your Investing Radar? (Zacks)
May-28-25 07:10AM	Insmed To Present at the 2025 Goldman Sachs Annual Global Healthcare Conference (PR Newswire)
May-21-25 04:05PM	Brensocatib Shows Consistent Efficacy and Safety Across Three Prespecified Subgroups in New Data from Landmark ASPEN Study (PR Newswire)
May-15-25 06:20AM	Should iShares Russell 2000 ETF (IWM) Be on Your Investing Radar? (Zacks)
May-14-25 07:39AM	Insmed Incorporated (INSM): Among Small-Cap Healthcare Stocks Hedge Funds Are Buying (Insider Monkey)
May-13-25 09:16AM	Unlocking Insmed (INSM) International Revenues: Trends, Surprises, and Prospects (Zacks)
12:41PM	Loading…
May-09-25 12:41PM	Insmed's Q1 Loss Wider Than Expected, Sales Match Estimates (Zacks)
10:21AM	Is Insmed Incorporated (INSM) One of the Best Cancer Stocks to Invest in for Long-Term Gain? (Insider Monkey)
May-08-25 08:15AM	Insmed (INSM) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:13AM	Insmed: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	Insmed Reports First-Quarter 2025 Financial Results and Provides Business Update (PR Newswire)
May-07-25 06:00PM	Here are the major earnings before the open tomorrow (Seeking Alpha)
12:11PM	Insmed Q1 2025 Earnings Preview (Seeking Alpha)
May-06-25 06:20AM	Is SPDR S&P Biotech ETF (XBI) a Strong ETF Right Now? (Zacks) -6.49%
May-04-25 11:38AM	Insmed Incorporated (INSM): Among the Large-Cap Stocks Insiders and Short Sellers Are Dumping Like Crazy (Insider Monkey)
May-01-25 11:35AM	ClearBridge Small Cap Growth Fund Q1 2025 Commentary (Seeking Alpha)
10:01AM	Earnings Preview: Insmed (INSM) Q1 Earnings Expected to Decline (Zacks)
Apr-30-25 02:34PM	Insmed Incorporated (INSM): Among Billionaire George Soros' Mid-Cap Stocks With Huge Upside Potential (Insider Monkey)
Apr-29-25 09:30PM	Franklin Convertible Securities Fund Q1 2025 Commentary (Seeking Alpha)
11:30AM	Baron Health Care Fund Q1 2025 Top Contributors And Detractors (Seeking Alpha)
07:00AM	Insmed To Present at the BofA Securities 2025 Health Care Conference (PR Newswire)
Apr-27-25 02:22PM	Baron Health Care Fund Q1 2025 Shareholder Letter (Seeking Alpha)
Apr-25-25 11:58AM	Insmed: Poised For Transformation Beyond ARIKAYCE (Seeking Alpha)
Apr-24-25 02:50PM	TimesSquare U.S. Mid Cap Growth Strategy Q1 2025 Commentary (Seeking Alpha)
07:00AM	Insmed Announces Redemption of all $569.5 Million of Remaining Outstanding 0.75% Convertible Senior Notes Due 2028 (PR Newswire)
Apr-23-25 08:46PM	Insmed Incorporated (INSM): Among Takeover Rumors Hedge Funds Are Buying (Insider Monkey)
05:00PM	New England Journal of Medicine Publishes Positive Results from Insmed's Pivotal Phase 3 ASPEN Study of Brensocatib in Patients with Bronchiectasis (PR Newswire)
02:58PM	TimesSquare U.S. Small Cap Growth Strategy Q1 2025 Commentary (Seeking Alpha)
07:00AM	Insmed to Host First-Quarter 2025 Financial Results Conference Call on Thursday, May 8, 2025 (PR Newswire)
Apr-22-25 03:27AM	Polaris Global Equity Composite Q1 2025 Commentary (Seeking Alpha)
Apr-21-25 06:20AM	Should iShares Morningstar Small-Cap ETF (ISCB) Be on Your Investing Radar? (Zacks)
Apr-11-25 06:20AM	Should iShares Russell 2000 Growth ETF (IWO) Be on Your Investing Radar? (Zacks) +5.80%
Apr-08-25 02:09PM	Is Insmed Incorporated (INSM) the Best Long Term Growth Stock to Buy According to Billionaires? (Insider Monkey)
Apr-07-25 06:20AM	Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar? (Zacks)
Apr-04-25 06:20AM	Should Vanguard Russell 2000 Growth ETF (VTWG) Be on Your Investing Radar? (Zacks) -5.66%
Apr-02-25 09:50AM	Insmed Incorporated (INSM): Insiders Were Dumping in Q1 2025 (Insider Monkey)
Mar-31-25 06:20AM	Should Vanguard Russell 2000 ETF (VTWO) Be on Your Investing Radar? (Zacks)
Mar-28-25 06:20AM	Should Global X Russell 2000 ETF (RSSL) Be on Your Investing Radar? (Zacks)
Mar-25-25 05:39PM	Is Insmed Incorporated (INSM) a Promising Biotech Stock According to Wall Street Analysts (InsiderMonkey)
08:00AM	Insmed to Present 11 Abstracts from Across Its Respiratory Portfolio at the American Thoracic Society 2025 International Conference (PR Newswire)
Mar-21-25 07:10AM	BlackRock Advantage Small Cap Growth Fund Q4 2024 Commentary (SeekingAlpha)
Mar-18-25 05:33AM	Insmed Incorporated (INSM): Among the Best Biotech Stocks to Buy According to Billionaires (Insider Monkey)
Mar-10-25 08:00AM	Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Feb-24-25 09:15AM	International Markets and Insmed (INSM): A Deep Dive for Investors (Zacks)
08:00AM	Insmed Announces that FDA Does Not Currently Plan to Hold Advisory Committee Meeting to Discuss New Drug Application for Brensocatib in Patients with Bronchiectasis (PR Newswire)
Feb-21-25 02:04AM	Insmed Inc (INSM) Q4 2024 Earnings Call Highlights: Record Revenue Growth and Strategic ... (GuruFocus.com)
Feb-20-25 09:30AM	Insmed (INSM) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:15AM	Insmed (INSM) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
07:20AM	Insmed: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Insmed Reports Fourth-Quarter and Full-Year 2024 Financial Results and Provides Business Update (PR Newswire)
Feb-19-25 09:50AM	Will Insmed Incorporateds (INSM) New Drugs be Able to Peak Sales? (Insider Monkey)
Feb-17-25 09:16AM	Countdown to Insmed (INSM) Q4 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Feb-13-25 10:01AM	Insmed (INSM) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release (Zacks)
Feb-11-25 08:00AM	Insmed To Present at March 2025 Investor Conferences (PR Newswire)
Feb-10-25 08:00AM	Insmed to Host Fourth-Quarter and Full-Year 2024 Financial Results Conference Call on Thursday, February 20, 2025 (PR Newswire)
Feb-07-25 08:00AM	Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Feb-06-25 08:00AM	FDA Grants Priority Review to Insmed's Brensocatib for Treatment of Bronchiectasis with PDUFA Target Action Date Set for August 12, 2025 (PR Newswire)
Jan-24-25 03:00AM	Gene therapies have been uneven for DMD but these companies hope to turn the tide (Pharma Voice)
Jan-18-25 05:46PM	Is Insmed Incorporated (INSM) One of the Best Russell 2000 Stocks to Invest in According to Analysts? (Insider Monkey)
Jan-15-25 12:29PM	Insmeds gene therapy poised to challenge DMD landscape after IND clearance (Pharmaceutical Technology)
Jan-13-25 03:06PM	Why INSM Stock Is Advancing Today (Insider Monkey) +5.64%
Jan-10-25 08:00AM	Insmed Provides Business Update at 43rd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Jan-03-25 04:05PM	Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Jan-02-25 08:00AM	Insmed To Present at the 43rd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Jan-01-25 09:40AM	Why Is Insmed Incorporated (INSM) Among the Best Multibagger Stocks to Buy Right Now? (Insider Monkey)
Dec-23-24 10:33AM	Is Insmed Incorporated (INSM) the Best Performing Biotech Stock in 2024? (Insider Monkey)
Dec-09-24 07:51AM	Should You Invest in Insmed Incorporated (INSM)? (Insider Monkey)
Dec-06-24 08:00AM	Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Dec-02-24 02:35PM	Why Is Insmed Incorporated (INSM) Among the Best High Growth Healthcare Stocks to Invest In Now? (Insider Monkey)
08:00AM	Insmed To Present at December 2024 Investor Conferences (PR Newswire)
Nov-07-24 08:00AM	Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Nov-06-24 08:00AM	Insmed To Present at November 2024 Investor Conferences (PR Newswire) +5.14%
Nov-04-24 09:15AM	Insmed (INSM) Reliance on International Sales: What Investors Need to Know (Zacks)
Nov-01-24 09:22AM	Do You Believe in the Growth Potential of Insmed (INSM)? (Insider Monkey)
03:03AM	Insmed Inc (INSM) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
01:58AM	Q3 2024 Insmed Inc Earnings Call (Thomson Reuters StreetEvents)

Insmed, Inc. is a global biopharmaceutical company, which engages in the development and commercialization of therapies for patients with rare diseases. Its focuses on Brensocatib, and Treprostinil Palmitil Inhalation Powder (TPIP) pipeline. The company was founded in 1988 and is headquartered in Bridgewater, NJ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bonstein Sara	Chief Financial Officer	Jun 23 '25	Option Exercise	19.16	47,889	917,479	151,301	Jun 25 04:18 PM
Bonstein Sara	Chief Financial Officer	Jun 23 '25	Sale	101.78	57,765	5,879,089	93,536	Jun 25 04:18 PM
Bonstein Sara	Officer	Jun 23 '25	Proposed Sale	101.75	57,765	5,877,434		Jun 23 04:11 PM
Wise John Drayton	Former Officer	Jun 23 '25	Proposed Sale	104.97	20,000	2,099,400		Jun 23 04:11 PM
Lewis William	Chair and CEO	Jun 16 '25	Option Exercise	10.85	129,805	1,408,384	363,729	Jun 18 04:16 PM
Lewis William	Chair and CEO	Jun 16 '25	Sale	100.39	129,805	13,031,681	233,924	Jun 18 04:16 PM
Lewis William	Chair and CEO	Jun 16 '25	Sale	100.32	5,204	522,063	303,554	Jun 18 04:16 PM
Adsett Roger	Chief Operating Officer	Jun 16 '25	Sale	98.82	10,686	1,056,004	130,637	Jun 18 04:15 PM
Lewis William	Officer	Jun 16 '25	Proposed Sale	100.36	135,009	13,549,587		Jun 16 05:01 PM
Adsett Roger	Officer	Jun 16 '25	Proposed Sale	98.79	10,686	1,055,688		Jun 16 04:08 PM
Wise John Drayton	Former Officer	Jun 13 '25	Proposed Sale	98.01	4,486	439,681		Jun 13 04:04 PM
Flammer Martina M.D.	Chief Medical Officer	Jun 10 '25	Option Exercise	26.46	25,740	681,080	108,851	Jun 12 04:21 PM
Flammer Martina M.D.	Chief Medical Officer	Jun 11 '25	Option Exercise	17.07	19,423	331,551	102,534	Jun 12 04:21 PM
Flammer Martina M.D.	Chief Medical Officer	Jun 10 '25	Sale	88.64	25,740	2,281,594	83,111	Jun 12 04:21 PM
Flammer Martina M.D.	Chief Medical Officer	Jun 11 '25	Sale	94.50	19,423	1,835,474	83,111	Jun 12 04:21 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	Jun 11 '25	Option Exercise	13.91	70,000	973,700	188,579	Jun 12 04:20 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	Jun 10 '25	Option Exercise	17.16	38,300	657,228	156,879	Jun 12 04:20 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	Jun 11 '25	Sale	93.42	99,172	9,264,345	89,407	Jun 12 04:20 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	Jun 10 '25	Sale	88.64	38,300	3,394,912	118,579	Jun 12 04:20 PM
Bonstein Sara	Chief Financial Officer	Jun 10 '25	Option Exercise	18.02	47,890	862,884	161,178	Jun 12 04:19 PM
Bonstein Sara	Chief Financial Officer	Jun 10 '25	Sale	89.12	57,766	5,148,024	103,412	Jun 12 04:19 PM
Flammer Martina M.D.	Officer	Jun 11 '25	Proposed Sale	94.47	19,423	1,834,890		Jun 11 04:41 PM
Schaeffer Orlov S Nicole	Officer	Jun 11 '25	Proposed Sale	93.39	99,172	9,261,326		Jun 11 04:19 PM
Bonstein Sara	Officer	Jun 10 '25	Proposed Sale	89.09	57,766	5,146,207		Jun 10 05:24 PM
Flammer Martina M.D.	Officer	Jun 10 '25	Proposed Sale	88.61	25,740	2,280,821		Jun 10 05:18 PM
Schaeffer Orlov S Nicole	Officer	Jun 10 '25	Proposed Sale	88.61	38,300	3,393,763		Jun 10 05:13 PM
ALFRED ALTOMARI	Director	Jun 10 '25	Proposed Sale	70.68	25,000	1,767,000		Jun 10 04:24 PM
Smith Michael Alexander	Chief Legal Officer	Jun 05 '25	Sale	73.50	1,879	138,106	67,718	Jun 06 04:53 PM
Smith Michael Alexander	Officer	Jun 05 '25	Proposed Sale	73.47	1,879	138,050		Jun 05 04:38 PM
Smith Michael Alexander	Chief Legal Officer	Jun 03 '25	Sale	71.50	1,448	103,532	69,597	Jun 04 05:38 PM
Flammer Martina M.D.	Chief Medical Officer	Jun 03 '25	Sale	71.50	1,686	120,549	83,111	Jun 04 05:37 PM
Adsett Roger	Chief Operating Officer	Jun 03 '25	Sale	71.50	1,860	132,990	141,323	Jun 04 05:36 PM
Bonstein Sara	Chief Financial Officer	Jun 03 '25	Sale	71.50	1,579	112,898	113,288	Jun 04 05:36 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	Jun 03 '25	Sale	71.50	1,642	117,403	118,579	Jun 04 04:42 PM
MCGIRR DAVID W J	Director	Jun 03 '25	Sale	71.30	3,250	231,725	100,723	Jun 04 04:41 PM
MCGIRR DAVID W J	Director	Jun 04 '25	Sale	73.27	3,000	219,810	97,723	Jun 04 04:41 PM
Lewis William	Chair and CEO	Jun 02 '25	Option Exercise	10.85	6,830	74,106	240,754	Jun 04 04:40 PM
Lewis William	Chair and CEO	Jun 02 '25	Sale	71.31	6,830	487,044	233,924	Jun 04 04:40 PM
Lewis William	Chair and CEO	Jun 03 '25	Sale	71.50	5,472	391,248	308,758	Jun 04 04:40 PM
MCGIRR DAVID W J	Director	Jun 04 '25	Proposed Sale	73.27	3,000	219,804		Jun 04 12:33 PM
Bonstein Sara	Officer	Jun 03 '25	Proposed Sale	71.50	1,579	112,898		Jun 03 05:32 PM
Flammer Martina M.D.	Officer	Jun 03 '25	Proposed Sale	71.50	1,686	120,549		Jun 03 05:24 PM
Adsett Roger	Officer	Jun 03 '25	Proposed Sale	71.50	1,860	132,990		Jun 03 05:15 PM
Smith Michael Alexander	Officer	Jun 03 '25	Proposed Sale	71.50	1,448	103,532		Jun 03 05:09 PM
Wise John Drayton	Former Officer	Jun 03 '25	Proposed Sale	71.50	1,860	132,990		Jun 03 05:00 PM
Schaeffer Orlov S Nicole	Officer	Jun 03 '25	Proposed Sale	71.50	1,642	117,403		Jun 03 04:43 PM
Lewis William	Officer	Jun 03 '25	Proposed Sale	71.50	5,472	391,248		Jun 03 04:37 PM
Smith Michael Alexander	Chief Legal Officer	May 30 '25	Sale	69.65	26,327	1,833,779	71,045	Jun 03 04:02 PM
MCGIRR DAVID W J	Director	Jun 03 '25	Proposed Sale	71.30	3,250	231,725		Jun 03 12:50 PM
Lewis William	Officer	Jun 02 '25	Proposed Sale	71.28	6,830	486,834		Jun 02 04:35 PM
Smith Michael Alexander	Officer	May 30 '25	Proposed Sale	69.63	26,327	1,833,031		May 30 04:08 PM
Wise John Drayton	Former Officer	May 29 '25	Proposed Sale	66.60	6,691	445,620		May 29 04:22 PM
Wise John Drayton	Former Officer	May 28 '25	Proposed Sale	68.00	3,431	233,308		May 28 04:14 PM
Desjardins Clarissa	Director	May 20 '25	Buy	66.87	1,895	126,719	1,895	May 22 05:20 PM
Desjardins Clarissa	Director	May 21 '25	Buy	66.35	1,130	74,976	3,025	May 22 05:20 PM
Lewis William	Chair and CEO	May 20 '25	Option Exercise	10.85	6,830	74,106	240,754	May 22 05:18 PM
Lewis William	Chair and CEO	May 20 '25	Sale	67.65	21,057	1,424,447	314,230	May 22 05:18 PM
Lewis William	Chair and CEO	May 20 '25	Sale	67.72	6,830	462,510	233,924	May 22 05:18 PM
Wise John Drayton	Former Officer	May 20 '25	Proposed Sale	67.38	7,000	471,652		May 20 05:03 PM
Lewis William	Officer	May 20 '25	Proposed Sale	67.63	27,887	1,886,133		May 20 04:54 PM
Flammer Martina M.D.	Chief Medical Officer	May 15 '25	Sale	65.47	9,925	649,790	86,596	May 19 05:05 PM
Flammer Martina M.D.	Chief Medical Officer	May 16 '25	Sale	67.53	1,799	121,486	84,797	May 19 05:05 PM
Flammer Martina M.D.	Officer	May 15 '25	Proposed Sale	65.47	11,724	767,570		May 15 05:01 PM
Smith Michael Alexander	Chief Legal Officer	May 13 '25	Sale	67.81	4,407	298,839	92,203	May 15 04:36 PM
Smith Michael Alexander	Chief Legal Officer	May 14 '25	Sale	65.61	409	26,834	91,794	May 15 04:36 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	May 13 '25	Sale	67.81	4,999	338,982	115,879	May 15 04:34 PM
Schaeffer Orlov S Nicole	Chief People Strategy Officer	May 14 '25	Sale	65.61	1,236	81,094	114,643	May 15 04:34 PM
Lewis William	Chair and CEO	May 13 '25	Sale	66.97	17,442	1,168,158	316,744	May 15 04:33 PM
Lewis William	Chair and CEO	May 14 '25	Sale	65.61	3,771	247,415	312,973	May 15 04:33 PM
Flammer Martina M.D.	Chief Medical Officer	May 13 '25	Sale	67.81	8,408	570,146	91,757	May 15 04:31 PM
Flammer Martina M.D.	Chief Medical Officer	May 14 '25	Sale	65.61	1,744	114,424	90,013	May 15 04:31 PM
Bonstein Sara	Chief Financial Officer	May 13 '25	Sale	67.81	8,870	601,475	109,993	May 15 04:29 PM
Bonstein Sara	Chief Financial Officer	May 14 '25	Sale	65.61	1,634	107,207	108,359	May 15 04:29 PM
Adsett Roger	Chief Operating Officer	May 13 '25	Sale	67.81	7,482	507,354	138,600	May 15 04:26 PM
Adsett Roger	Chief Operating Officer	May 14 '25	Sale	65.61	1,925	126,299	136,675	May 15 04:26 PM
Wise John Drayton	Former Officer	May 14 '25	Proposed Sale	65.61	401	26,309		May 14 06:23 PM
Smith Michael Alexander	Officer	May 14 '25	Proposed Sale	65.61	409	26,834		May 14 05:53 PM
Schaeffer Orlov S Nicole	Officer	May 14 '25	Proposed Sale	65.61	1,236	81,093		May 14 05:49 PM
Lewis William	Officer	May 14 '25	Proposed Sale	65.61	3,771	247,415		May 14 05:45 PM
Flammer Martina M.D.	Officer	May 14 '25	Proposed Sale	65.61	1,744	114,423		May 14 05:39 PM
Bonstein Sara	Officer	May 14 '25	Proposed Sale	65.61	1,634	107,206		May 14 05:35 PM
Adsett Roger	Officer	May 14 '25	Proposed Sale	65.61	1,925	126,299		May 14 05:30 PM
Lewis William	Officer	May 13 '25	Proposed Sale	67.81	17,442	1,182,742		May 13 05:44 PM
Bonstein Sara	Officer	May 13 '25	Proposed Sale	67.81	8,870	601,474		May 13 05:35 PM
Flammer Martina M.D.	Officer	May 13 '25	Proposed Sale	67.81	8,408	570,146		May 13 05:32 PM
Adsett Roger	Officer	May 13 '25	Proposed Sale	67.81	7,482	507,354		May 13 05:29 PM
Schaeffer Orlov S Nicole	Officer	May 13 '25	Proposed Sale	67.81	4,999	338,982		May 13 05:18 PM
Wise John Drayton	Former Officer	May 13 '25	Proposed Sale	67.81	4,610	312,604		May 13 05:12 PM
Smith Michael Alexander	Officer	May 13 '25	Proposed Sale	67.81	4,407	298,838		May 13 05:03 PM
Lewis William	Chair and CEO	May 01 '25	Option Exercise	10.85	6,830	74,106	240,754	May 02 04:43 PM
Lewis William	Chair and CEO	May 01 '25	Sale	72.57	6,830	495,668	233,924	May 02 04:43 PM
Lewis William	Officer	May 01 '25	Proposed Sale	72.54	6,830	495,448		May 01 04:33 PM
Lewis William	Chair and CEO	Apr 15 '25	Option Exercise	10.85	6,830	74,106	240,754	Apr 16 04:17 PM
Lewis William	Chair and CEO	Apr 15 '25	Sale	70.16	6,830	479,177	233,924	Apr 16 04:17 PM
Lewis William	Officer	Apr 15 '25	Proposed Sale	70.12	6,830	478,933		Apr 15 04:41 PM
Lewis William	Chair and CEO	Apr 01 '25	Option Exercise	10.85	6,830	74,106	240,754	Apr 03 04:25 PM
Lewis William	Chair and CEO	Apr 01 '25	Sale	73.58	6,830	502,577	233,924	Apr 03 04:25 PM
Lewis William	Officer	Apr 01 '25	Proposed Sale	73.55	6,830	502,352		Apr 01 04:48 PM
Lewis William	Chair and CEO	Mar 17 '25	Option Exercise	22.76	18,750	426,750	352,936	Mar 19 04:53 PM
Lewis William	Chair and CEO	Mar 17 '25	Option Exercise	10.85	6,830	74,106	240,754	Mar 19 04:53 PM

Open in Screener

CRVL

Corvel Corp

Jun 30 • 04:00PM ET

102.78

Dollar change -0.81
Percentage change -0.78	%

Financial • Insurance Brokers • USA • NASD

Peers: MMC MKL AON AJG WRB BRO GSHD HCI THG CINF

| Held by: IJR VTI VB IWM VXF VBK IWO IJT SPSM DFAS

Index	RUT	P/E	56.16	EPS (ttm)	1.83	Insider Own	43.93%	Shs Outstand	51.36M	Perf Week	-0.47%
Market Cap	5.29B	Forward P/E	-	EPS next Y	-	Insider Trans	-0.38%	Shs Float	28.84M	Perf Month	-7.18%
Enterprise Value	5.14B	PEG	-	EPS next Q	-	Inst Own	53.95%	Short Float	3.08%	Perf Quarter	-7.70%
Income	95.17M	P/S	5.90	EPS this Y	-	Inst Trans	-0.47%	Short Ratio	5.94	Perf Half Y	-11.26%
Sales	895.59M	P/B	16.39	EPS next Y	-	ROA	18.33%	Short Interest	0.89M	Perf YTD	-7.62%
Book/sh	6.27	P/C	30.99	EPS next 5Y	-	ROE	33.41%	52W High	128.61 -20.08%	Perf Year	22.62%
Cash/sh	3.32	P/FCF	57.74	EPS past 3/5Y	14.44% 16.61%	ROIC	27.83%	52W Low	83.37 23.29%	Perf 3Y	110.26%
Dividend Est.	-	EV/EBITDA	34.22	Sales past 3/5Y	11.49% 8.62%	Gross Margin	20.12%	Volatility	2.48% 2.21%	Perf 5Y	353.44%
Dividend TTM	-	EV/Sales	5.74	EPS Y/Y TTM	24.78%	Oper. Margin	13.49%	ATR (14)	2.59	Perf 10Y	829.30%
Dividend Ex-Date	-	Quick Ratio	1.90	Sales Y/Y TTM	12.61%	Profit Margin	10.63%	RSI (14)	37.50	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	1.90	EPS Q/Q	35.87%	SMA20	-2.96%	Beta	0.99	Target Price	-
Payout	0.00%	Debt/Eq	0.09	Sales Q/Q	11.72%	SMA50	-6.08%	Rel Volume	1.18	Prev Close	103.59
Employees	5075	LT Debt/Eq	0.06	Earnings	-	SMA200	-7.30%	Avg Volume	149.48K	Price	102.78
IPO	Jun 28, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	175,843	Change	-0.78%

May-23-25 03:04AM	CorVel Corp (CRVL) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic AI ... (GuruFocus.com)
May-22-25 06:21AM	CorVel: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Apr-24-25 05:00PM	STAAR Surgical Announces Changes to Board of Directors (Business Wire)
Feb-25-25 07:05AM	CorVel Earns 2025 Great Place To Work Certification (GlobeNewswire)
07:25AM	Loading…
Feb-13-25 07:25AM	CorVel Corporation Appoints Sarah Scott as Executive Vice President of Product (GlobeNewswire)
Feb-05-25 02:13AM	CorVel Corp (CRVL) Q3 2025 Earnings Call Highlights: Record Revenue Growth and Strategic Challenges (GuruFocus.com)
12:58AM	Q3 2025 CorVel Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-04-25 06:23AM	CorVel: Fiscal Q3 Earnings Snapshot (Associated Press Finance) +7.47%
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Dec-24-24 01:15PM	CorVel Announces Effectiveness of Three-For-One Forward Stock Split (GlobeNewswire)
Dec-13-24 04:15PM	CorVel Announces Three-For-One Forward Stock Split and Authorized Share Increase (GlobeNewswire)
Nov-29-24 01:30PM	CorVel Announces Retirement of V. Gordon Clemons (GlobeNewswire)
Nov-06-24 03:39AM	Q2 2025 CorVel Corp Earnings Call (Thomson Reuters StreetEvents) +10.98%
02:21AM	CorVel Corp (CRVL) Q2 2025 Earnings Call Highlights: Revenue and EPS Surge Amid Strategic ... (GuruFocus.com)
06:22AM	Loading…
Nov-05-24 06:22AM	CorVel: Fiscal Q2 Earnings Snapshot (Associated Press Finance) +5.20%
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Oct-09-24 03:23PM	CorVel Corp (CRVL) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Sep-10-24 07:15AM	Business Insurance Honors CorVel with Two Awards in 2024 (GlobeNewswire)
Aug-27-24 07:41AM	CERIS Announces Enhanced Offering to Fraud, Waste, and Abuse Solutions (GlobeNewswire)
Aug-24-24 01:16AM	Insider Sale: CFO Brandon O'Brien Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
Aug-15-24 12:01AM	Insider Sale: CEO & President Michael Combs Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
Aug-05-24 07:01PM	Insider Sale: Vice President of Accounting Jennifer Yoss Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
07:01PM	Insider Sale: Director Steven Hamerslag Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
Jul-30-24 10:53PM	CRVL Stock Earnings: CorVel Reported Results for Q1 2025 (InvestorPlace)
06:22AM	CorVel: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jul-09-24 07:08AM	Symbeo partners with Amazon Business to extend the reach of its RapidInvoice AP automation solution (GlobeNewswire)
Jun-14-24 02:41AM	Insider Sale: Director and 10% Owner Jeffrey Michael Sells Shares of CorVel Corp (CRVL) (GuruFocus.com)
May-22-24 01:53PM	CRVL Stock Earnings: CorVel Reported Results for Q4 2024 (InvestorPlace)
06:40AM	Loading…
06:40AM	CorVel: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
May-17-24 10:54AM	Generative AI In Health Care Management Lifts This Stock To New Highs (Investor's Business Daily)
Apr-23-24 07:08AM	CorVel Announces New Integrations for Managed Care Services Enabling Partners to Increase Connectivity and Create a Seamless Workflow Experience (GlobeNewswire)
Feb-28-24 07:11AM	CorVel Launches Center of Excellence for Vocational Evaluation Services (GlobeNewswire)
Feb-22-24 11:55PM	CorVel Corp CFO Brandon O'Brien Sells Company Shares (GuruFocus.com)
Feb-20-24 12:09PM	CorVel Earns 2024 Great Place To Work Certification (GlobeNewswire)
Feb-17-24 12:09AM	CorVel Corp CEO Michael Combs Sells 1,799 Shares (GuruFocus.com)
Feb-05-24 03:02PM	CorVel Corp Vice President of Accounting Jennifer Yoss Sells 1,500 Shares (GuruFocus.com)
Jan-31-24 05:56AM	Q3 2024 CorVel Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-30-24 06:50AM	CorVel Corp (CRVL) Reports Revenue Growth and EPS Increase in Latest Quarter (GuruFocus.com)
06:23AM	CorVel: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Nov-14-23 07:18AM	CERIS Announces Innovations in Artificial Intelligence and Machine Learning That Improve Payment Integrity (GlobeNewswire) +6.12%
Oct-31-23 08:00AM	CorVel Corp (CRVL) Reports 10.5% Revenue Growth and 38.6% Increase in EPS for Q2 2023 (GuruFocus.com)
06:19AM	CorVel: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Oct-26-23 07:32AM	CorVel Promotes Jeff Gurtcheff to the Position of Chief Claims Officer (GlobeNewswire)
Sep-12-23 07:23AM	CorVel Announces First Generative AI Module (GlobeNewswire)
Sep-06-23 07:35AM	CorVel University Launched to Enhance Careers and Capabilities for Claims Professionals (GlobeNewswire)
Aug-22-23 07:45AM	Randy Jouben Receives 2023 Workers Comp Risk Management Award for Excellence (GlobeNewswire)
Aug-16-23 05:01PM	Insider Sell: Chairman V Clemons Sells 5,000 Shares of CorVel Corp (GuruFocus.com)
Aug-15-23 07:55AM	Carhartt Inc. and CorVel Corporation Named Risk Management Team of the Year in 2023 U.S. Insurance Awards (GlobeNewswire)
Aug-02-23 04:02PM	CorVel Corp (CRVL): A Stock with Good Outperformance Potential (GuruFocus.com) +5.51%
06:48AM	Should You Be Adding CorVel (NASDAQ:CRVL) To Your Watchlist Today? (Simply Wall St.)
Aug-01-23 06:21AM	CorVel: Fiscal Q1 Earnings Snapshot (AP Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jul-25-23 07:23AM	Symbeo, a CorVel Company, launches payment solution purpose-built to meet todays B2B challenges (GlobeNewswire)
Jul-18-23 07:12AM	Risk & Insurance Names Three CorVel Clients as Winners of 2023 Risk All-Star Awards (GlobeNewswire)
Jul-01-23 10:40AM	We Think CorVel (NASDAQ:CRVL) Might Have The DNA Of A Multi-Bagger (Simply Wall St.)
Jun-24-23 03:27PM	13 Best Low Float Stocks to Buy (Insider Monkey)
Jun-21-23 08:00PM	CRVL: Raising target price to $216.00 (Argus Research)
May-25-23 06:24AM	CorVel: Fiscal Q4 Earnings Snapshot (AP Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
May-08-23 03:27PM	11 Best Insurance Brokerage Stocks To Buy Now (Insider Monkey)
May-01-23 09:47AM	CorVel Announces First Generative AI Initiative to Transform Claims and Case Management (GlobeNewswire)
Apr-26-23 08:00PM	CRVL: Raising target price to $209.00 (Argus Research)
Apr-12-23 07:14AM	CorVel Launches Pharmacy Technician Certification (CPhT) Test Preparation Program (GlobeNewswire)
Apr-11-23 07:53AM	CERIS The Pulse of Payment Integrity Outlines New Claims Processing Path For Payers (GlobeNewswire)
Apr-02-23 09:46AM	Is CorVel Corporation's (NASDAQ:CRVL) Recent Stock Performance Tethered To Its Strong Fundamentals? (Simply Wall St.)
Mar-01-23 07:08AM	CorVel Recognized as a Great Place to Work® Certified Company (GlobeNewswire)
Feb-27-23 01:52PM	Those who invested in CorVel (NASDAQ:CRVL) five years ago are up 277% (Simply Wall St.)
Jan-31-23 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jan-22-23 08:32AM	Why You Should Care About CorVel's (NASDAQ:CRVL) Strong Returns On Capital (Simply Wall St.)
Dec-17-22 08:16AM	Here's Why We Think CorVel (NASDAQ:CRVL) Is Well Worth Watching (Simply Wall St.)
Dec-06-22 07:13AM	Symbeo, Inc. launches latest solution for todays AP challenges (GlobeNewswire)
Nov-29-22 07:35AM	CERIS Expands Services and Rebrands (GlobeNewswire)
Nov-09-22 05:08AM	CorVel Second Quarter 2023 Earnings: EPS: US$0.84 (vs US$0.90 in 2Q 2022) (Simply Wall St.)
Nov-01-22 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Oct-24-22 08:39AM	Are Strong Financial Prospects The Force That Is Driving The Momentum In CorVel Corporation's NASDAQ:CRVL) Stock? (Simply Wall St.)
Oct-18-22 07:03AM	CorVel Announces Quarterly Earnings Release Webcast (GlobeNewswire)
Oct-11-22 07:18AM	Bass Pro and CorVel Named Risk Management Team of the Year by Business Insurance (GlobeNewswire)
Sep-27-22 07:56AM	Payment Integrity Leader CERIS Promotes Two Executives to Senior Management Roles (GlobeNewswire)
Sep-20-22 02:26PM	CorVel's (NASDAQ:CRVL) earnings growth rate lags the 23% CAGR delivered to shareholders (Simply Wall St.)
Aug-16-22 07:43AM	CERiS White Paper Highlights Advantages of Pre-Payment Claims Review (GlobeNewswire)
Aug-15-22 08:07AM	Capital Investments At CorVel (NASDAQ:CRVL) Point To A Promising Future (Simply Wall St.)
Aug-09-22 08:22AM	CERiS Names Greg Dorn President (GlobeNewswire)
07:07AM	Business Insurance Names CorVels CogencyIQ an Innovation of the Year (GlobeNewswire)
Aug-03-22 07:24AM	New Analysis from CorVel Highlights the Impact of COVID-19 on Workers Compensation Claims (GlobeNewswire)
Aug-02-22 11:30AM	Edited Transcript of CRVL.OQ earnings conference call or presentation 2-Aug-22 3:30pm GMT (Thomson Reuters StreetEvents)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
Jul-19-22 07:09AM	CorVel Announces Quarterly Earnings Release Webcast (GlobeNewswire)
Jul-10-22 08:52AM	Does CorVel (NASDAQ:CRVL) Deserve A Spot On Your Watchlist? (Simply Wall St.)
May-26-22 06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
May-17-22 06:10AM	Will Weakness in CorVel Corporation's (NASDAQ:CRVL) Stock Prove Temporary Given Strong Fundamentals? (Simply Wall St.)
May-12-22 07:03AM	CorVel Announces Fiscal Year Earnings Release Webcast (GlobeNewswire)
Apr-13-22 01:41PM	CorVel's (NASDAQ:CRVL) five-year earnings growth trails the 33% YoY shareholder returns (Simply Wall St.)
Apr-06-22 07:22AM	CorVel Releases the New Integrated Claims Risk Score for Workers Compensation Claims, Leveraging Artificial Intelligence and Predictive Analytics (GlobeNewswire)
Mar-08-22 07:44AM	Investors Shouldn't Overlook The Favourable Returns On Capital At CorVel (NASDAQ:CRVL) (Simply Wall St.)
Mar-03-22 07:44AM	CorVels Critical Incident Stress Debriefing Program Offers Proactive Approach to Mental Health for Employees After Experiencing Traumatic Events (GlobeNewswire)

CorVel Corp. engages in the provision of services to employers and payors in the risk management and insurance services arenas, including workers' compensation, general liability, auto liability, and hospital bill auditing and payment integrity. It operates through the Patient Management Services and Network Solutions Services segments. The Patient Management Services segment includes claims administration, utilization review, medical case management, and vocational rehabilitation. The Network Solutions Services segment consists of fee schedule auditing, hospital bill auditing, coordination of independent medical examinations, diagnostic imaging review services, and preferred provider referral services. The company was founded by V. Clemons Gordon Sr. in 1987 and is headquartered in Fort Worth, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
O'Brien Brandon	Chief Financial Officer	Jun 09 '25	Sale	108.46	3,957	429,163	11,804	Jun 11 08:00 PM
Shishin Maxim	Chief Information Officer	Jun 09 '25	Option Exercise	26.50	2,400	63,593	9,450	Jun 11 06:35 PM
Shishin Maxim	Chief Information Officer	Jun 09 '25	Sale	108.09	2,400	259,416	7,050	Jun 11 06:35 PM
HOOPS ALAN	Director	Jun 09 '25	Sale	108.28	3,000	324,848	115,213	Jun 11 04:12 PM
BRANDON T O'BRIEN	Officer	Jun 09 '25	Proposed Sale	108.46	3,957	429,163		Jun 09 04:08 PM
MAXIM SHISHIN	Officer	Jun 09 '25	Proposed Sale	108.09	2,400	259,416		Jun 09 04:06 PM
O'Brien Brandon	Chief Financial Officer	Jun 05 '25	Option Exercise	39.83	2,211	88,057	17,972	Jun 09 02:53 PM
O'Brien Brandon	Chief Financial Officer	Jun 05 '25	Sale	110.64	2,211	244,633	15,761	Jun 09 02:53 PM
BRANDON T O'BRIEN	Officer	Jun 05 '25	Proposed Sale	110.64	2,211	244,633		Jun 05 04:20 PM
Combs Michael G	CEO & President	Jun 03 '25	Sale	112.36	2,816	316,396	44,281	Jun 05 02:50 PM
JESSUP R JUDD	Director	Jun 02 '25	Sale	110.41	6,351	701,214	122,331	Jun 04 03:22 PM
MICHAEL G COMBS	Officer	Jun 03 '25	Proposed Sale	112.36	2,816	316,396		Jun 03 05:31 PM
HOOPS ALAN	Director	Jun 03 '25	Proposed Sale	113.00	10,000	1,130,000		Jun 03 12:20 PM
JESSUP R JUDD	Director	May 29 '25	Sale	111.25	687	76,429	128,832	Jun 02 06:23 PM
JESSUP R JUDD	Director	May 30 '25	Sale	111.76	150	16,764	128,682	Jun 02 06:23 PM
Yoss Jennifer	Vice President of Accounting	May 29 '25	Option Exercise	39.83	1,050	41,818	3,138	May 30 07:40 PM
Yoss Jennifer	Vice President of Accounting	May 29 '25	Sale	111.39	1,050	116,960	2,088	May 30 07:40 PM
JESSUP R JUDD	Director	May 27 '25	Sale	113.50	935	106,122	129,519	May 29 07:36 PM
HOOPS ALAN	Director	May 27 '25	Sale	113.05	3,000	339,148	16,688	May 29 06:53 PM
Bertels Mark E.	EVP - Risk Management Services	May 27 '25	Option Exercise	26.50	900	23,847	3,486	May 29 06:12 PM
Bertels Mark E.	EVP - Risk Management Services	May 27 '25	Sale	113.34	900	102,003	2,586	May 29 06:12 PM
JENNIFER YOSS	Officer	May 29 '25	Proposed Sale	111.39	1,050	116,960		May 29 04:05 PM
MARK BERTELS	Officer	May 27 '25	Proposed Sale	113.34	900	102,003		May 27 04:40 PM
HOOPS ALAN	Director	May 27 '25	Proposed Sale	113.00	3,000	339,000		May 27 04:26 PM
JESSUP R JUDD	Director	May 27 '25	Proposed Sale	115.76	8,123	940,318		May 27 01:35 PM
O'Brien Brandon	Chief Financial Officer	May 22 '25	Option Exercise	29.23	750	21,922	16,433	May 23 09:32 PM
MICHAEL JEFFREY J	Director	Apr 09 '25	Sale	116.99	16,523	1,933,011	551,787	Apr 10 06:34 PM
MICHAEL JEFFREY J	Affiliate	Apr 09 '25	Proposed Sale	116.99	16,523	1,933,011		Apr 09 04:12 PM
O'Brien Brandon	Chief Financial Officer	Apr 03 '25	Option Exercise	29.23	500	14,615	16,154	Apr 07 02:24 PM
JESSUP R JUDD	Director	Apr 01 '25	Option Exercise	11.05	9,000	99,477	131,331	Apr 02 06:50 PM
Shishin Maxim	Chief Information Officer	Mar 14 '25	Option Exercise	17.56	2,250	39,517	7,050	Mar 17 04:01 PM
MICHAEL JEFFREY J	Director	Feb 20 '25	Sale	116.45	10,477	1,220,099	568,310	Mar 11 03:09 PM
O'Brien Brandon	Chief Financial Officer	Feb 19 '25	Sale	117.54	1,512	177,721	15,630	Feb 21 03:13 PM
HOOPS ALAN	Director	Feb 18 '25	Sale	116.39	10,200	1,187,220	118,213	Feb 20 04:31 PM
MICHAEL JEFFREY J	Affiliate	Feb 20 '25	Proposed Sale	116.45	10,477	1,220,099		Feb 20 04:28 PM
O'Brien Brandon	Officer	Feb 19 '25	Proposed Sale	117.54	1,512	177,721		Feb 19 05:23 PM
O'Brien Brandon	Chief Financial Officer	Feb 11 '25	Sale	119.56	1,523	182,097	17,142	Feb 13 05:06 PM
HOOPS ALAN	Director	Feb 07 '25	Sale	121.29	4,000	485,156	19,688	Feb 11 06:35 PM
HOOPS ALAN	Director	Feb 07 '25	Sale	121.10	800	96,882	128,413	Feb 11 06:35 PM
O'Brien Brandon	Officer	Feb 11 '25	Proposed Sale	119.57	1,523	182,098		Feb 11 05:22 PM
HAMERSLAG STEVEN J	Director	Feb 06 '25	Sale	123.48	10,000	1,234,787	314,000	Feb 10 05:31 PM
O'Brien Brandon	Chief Financial Officer	Feb 06 '25	Option Exercise	29.23	1,000	29,230	20,644	Feb 10 03:53 PM
O'Brien Brandon	Chief Financial Officer	Feb 07 '25	Sale	122.02	991	120,922	18,665	Feb 10 03:53 PM
Yoss Jennifer	Vice President of Accounting	Feb 06 '25	Option Exercise	65.72	1,995	131,111	3,336	Feb 10 02:39 PM
Yoss Jennifer	Vice President of Accounting	Feb 06 '25	Sale	125.54	1,995	250,447	2,064	Feb 10 02:39 PM
O'Brien Brandon	Officer	Feb 07 '25	Proposed Sale	122.02	991	120,922		Feb 07 05:53 PM
HOOPS ALAN	Director	Feb 07 '25	Proposed Sale	121.00	15,000	1,815,000		Feb 07 12:57 PM
Steven J. Hamerslag	Director	Feb 06 '25	Proposed Sale	127.97	10,000	1,279,700		Feb 06 04:43 PM
Yoss Jennifer	Officer	Feb 06 '25	Proposed Sale	124.63	2,142	266,957		Feb 06 04:28 PM
Combs Michael G	CEO & President	Jan 06 '25	Option Exercise	35.11	14,043	492,990	50,490	Jan 08 06:25 PM
Bertels Mark E.	EVP - Risk Management Services	Dec 05 '24	Option Exercise	52.69	350	18,442	1,210	Dec 09 01:41 PM
Bertels Mark E.	EVP - Risk Management Services	Dec 05 '24	Sale	357.35	350	125,071	860	Dec 09 01:41 PM
CLEMONS V GORDON	Chairman of the Board	Dec 02 '24	Sale	365.05	6,000	2,190,307	241,584	Dec 03 07:00 PM
CLEMONS V GORDON	Chairman of the Board	Nov 29 '24	Sale	367.50	2,000	735,000	247,584	Dec 03 07:00 PM
CLEMONS V GORDON	Chairman of the Board	Nov 22 '24	Sale	367.31	7,200	2,644,604	253,584	Nov 26 05:57 PM
CLEMONS V GORDON	Chairman of the Board	Nov 25 '24	Sale	375.00	2,000	750,008	251,584	Nov 26 05:57 PM
CLEMONS V GORDON	Chairman of the Board	Nov 26 '24	Sale	368.00	2,000	736,000	249,584	Nov 26 05:57 PM
CLEMONS V GORDON	Chairman of the Board	Nov 19 '24	Sale	362.00	800	289,600	260,784	Nov 21 06:01 PM
Bertels Mark E.	Officer	Nov 19 '24	Proposed Sale	361.00	350	126,350		Nov 19 05:19 PM
Combs Michael G	CEO & President	Nov 11 '24	Sale	361.80	2,886	1,044,142	13,947	Nov 13 05:13 PM
CLEMONS V GORDON	Chairman of the Board	Nov 11 '24	Sale	365.00	2,000	730,000	263,584	Nov 13 04:12 PM
CLEMONS V GORDON	Chairman of the Board	Nov 12 '24	Sale	363.08	2,000	726,166	261,584	Nov 13 04:12 PM
CLEMONS V GORDON	Chairman of the Board	Nov 08 '24	Sale	362.31	1,000	362,310	265,584	Nov 13 04:12 PM
HOOPS ALAN	Director	Nov 07 '24	Sale	345.59	4,100	1,416,908	43,071	Nov 12 01:37 PM
HOOPS ALAN	Director	Nov 07 '24	Sale	345.53	1,500	518,297	7,896	Nov 12 01:37 PM
Combs Michael G	Officer	Nov 11 '24	Proposed Sale	360.00	2,886	1,038,960		Nov 12 10:28 AM
O'Brien Brandon	Chief Financial Officer	Nov 06 '24	Option Exercise	87.69	250	21,922	6,783	Nov 08 04:53 PM
CLEMONS V GORDON	Member of immediate family of	Nov 08 '24	Proposed Sale	363.38	35,000	12,718,300		Nov 08 04:23 PM
HOOPS ALAN	Director	Nov 07 '24	Proposed Sale	345.00	5,600	1,932,000		Nov 07 01:54 PM
O'Brien Brandon	Chief Financial Officer	Aug 29 '24	Option Exercise	87.69	400	35,076	6,902	Sep 03 03:52 PM
JESSUP R JUDD	Director	Aug 23 '24	Sale	311.60	2,500	779,000	40,777	Aug 27 05:23 PM
O'Brien Brandon	Chief Financial Officer	Aug 21 '24	Sale	314.98	1,000	314,975	6,502	Aug 23 06:40 PM
JESSUP R JUDD	Director	Aug 22 '24	Proposed Sale	312.50	2,500	781,262		Aug 22 01:50 PM
O'Brien Brandon	Officer	Aug 21 '24	Proposed Sale	314.98	1,000	314,975		Aug 21 04:36 PM
Combs Michael G	CEO & President	Aug 12 '24	Sale	300.99	2,473	744,343	16,823	Aug 14 06:15 PM
JESSUP R JUDD	Director	Aug 08 '24	Sale	295.21	2,131	629,093	43,277	Aug 14 12:57 PM
Shishin Maxim	Chief Information Officer	Aug 12 '24	Option Exercise	77.93	8,075	629,285	5,000	Aug 13 09:10 PM
Shishin Maxim	Chief Information Officer	Aug 12 '24	Sale	299.85	8,075	2,421,282	1,600	Aug 13 09:10 PM
Bertels Mark E.	EVP - Risk Management Services	Aug 12 '24	Option Exercise	88.22	300	26,466	1,158	Aug 13 07:45 PM
Bertels Mark E.	EVP - Risk Management Services	Aug 12 '24	Sale	299.80	300	89,941	858	Aug 13 07:45 PM
Combs Michael G	Officer	Aug 12 '24	Proposed Sale	300.00	2,473	741,900		Aug 12 05:02 PM
Bertels Mark E.	Officer	Aug 12 '24	Proposed Sale	299.80	300	89,941		Aug 12 04:50 PM
Shishin Maxim	Officer	Aug 12 '24	Proposed Sale	297.00	8,075	2,398,275		Aug 12 04:45 PM
JESSUP R JUDD	Director	Aug 07 '24	Proposed Sale	253.21	2,131	539,582		Aug 07 03:40 PM
HOOPS ALAN	Director	Aug 02 '24	Sale	300.00	4,500	1,350,000	47,171	Aug 05 08:05 PM
HOOPS ALAN	Director	Aug 02 '24	Sale	300.00	1,700	510,000	9,396	Aug 05 08:05 PM
O'Brien Brandon	Chief Financial Officer	Aug 01 '24	Option Exercise	87.69	500	43,845	7,805	Aug 05 06:05 PM
O'Brien Brandon	Chief Financial Officer	Aug 02 '24	Option Exercise	85.75	500	42,875	7,902	Aug 05 06:05 PM
O'Brien Brandon	Chief Financial Officer	Aug 02 '24	Sale	300.08	500	150,042	7,502	Aug 05 06:05 PM
Yoss Jennifer	Vice President of Accounting	Aug 01 '24	Option Exercise	79.49	300	23,847	980	Aug 05 04:14 PM
Yoss Jennifer	Vice President of Accounting	Aug 01 '24	Sale	300.88	1,214	365,266	680	Aug 05 04:14 PM
HAMERSLAG STEVEN J	Director	Aug 01 '24	Sale	304.34	3,468	1,055,440	108,000	Aug 05 03:09 PM
HOOPS ALAN	Director	Aug 02 '24	Proposed Sale	300.00	6,200	1,860,000		Aug 02 05:37 PM
O'Brien Brandon	Officer	Aug 02 '24	Proposed Sale	300.00	500	150,000		Aug 02 04:55 PM
Steven J. Hamerslag	Director	Aug 01 '24	Proposed Sale	305.65	3,468	1,059,994		Aug 01 05:28 PM
Yoss Jennifer	Officer	Aug 01 '24	Proposed Sale	306.80	1,214	372,455		Aug 01 04:56 PM
CLEMONS V GORDON	Chairman of the Board	Jul 29 '24	Option Exercise	125.27	1,379	172,743	900,946	Jul 30 02:17 PM
Macino Jean	Director	Jul 25 '24	Option Exercise	40.57	3,000	121,710	17,160	Jul 29 03:29 PM
HOOPS ALAN	Director	Jul 24 '24	Option Exercise	40.57	3,000	121,710	11,502	Jul 26 06:23 PM
CORSTAR HOLDINGS INC	10% Owner	Jul 11 '24	Sale	262.77	922	242,274	6,284,036	Jul 26 06:20 PM

Open in Screener

RBC

RBC Bearings Inc

Jun 30 • 04:00PM ET

384.80

Dollar change +3.44
Percentage change 0.90	%

Industrials • Tools & Accessories • USA • NYSE

Peers: MWA PDM ITGR AMRK SNA B DHR ATKR FLS TWI

| Held by: IJH VTI VB VXF VBK MDY AIRR PAVE IJK SCHA

Index	-	P/E	50.09	EPS (ttm)	7.68	Insider Own	1.65%	Shs Outstand	31.48M	Perf Week	0.93%
Market Cap	12.11B	Forward P/E	30.62	EPS next Y	12.57	Insider Trans	-20.07%	Shs Float	30.96M	Perf Month	5.33%
Enterprise Value	13.10B	PEG	5.04	EPS next Q	2.74	Inst Own	101.14%	Short Float	1.40%	Perf Quarter	18.18%
Income	233.80M	P/S	7.40	EPS this Y	13.32%	Inst Trans	-1.68%	Short Ratio	2.38	Perf Half Y	26.32%
Sales	1.64B	P/B	4.00	EPS next Y	10.78%	ROA	5.26%	Short Interest	0.43M	Perf YTD	28.64%
Book/sh	96.31	P/C	329.15	EPS next 5Y	9.94%	ROE	8.51%	52W High	393.51 -2.21%	Perf Year	43.17%
Cash/sh	1.17	P/FCF	49.68	EPS past 3/5Y	70.16% 8.78%	ROIC	5.78%	52W Low	260.53 47.70%	Perf 3Y	119.31%
Dividend Est.	-	EV/EBITDA	26.47	Sales past 3/5Y	20.17% 17.60%	Gross Margin	39.99%	Volatility	2.55% 2.30%	Perf 5Y	180.36%
Dividend TTM	-	EV/Sales	8.01	EPS Y/Y TTM	19.66%	Oper. Margin	22.92%	ATR (14)	9.13	Perf 10Y	424.75%
Dividend Ex-Date	Mar 29, 2005	Quick Ratio	1.18	Sales Y/Y TTM	4.87%	Profit Margin	14.29%	RSI (14)	60.37	Recom	1.57
Dividend Gr. 3/5Y	- -	Current Ratio	3.26	EPS Q/Q	20.55%	SMA20	2.04%	Beta	1.66	Target Price	410.40
Payout	0.00%	Debt/Eq	0.34	Sales Q/Q	5.81%	SMA50	6.89%	Rel Volume	1.09	Prev Close	381.36
Employees	5334	LT Debt/Eq	0.33	Earnings	May 16 BMO	SMA200	16.69%	Avg Volume	181.82K	Price	384.80
IPO	Aug 10, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.47% -0.40%	Trades		Volume	197,789	Change	0.90%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-22-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$375
Nov-21-24	Downgrade	BofA Securities	Buy → Neutral	$330 → $335
Jun-28-24	Initiated	Raymond James	Mkt Perform
May-29-24	Resumed	William Blair	Outperform
Nov-29-23	Upgrade	BofA Securities	Underperform → Buy	$230 → $280
Aug-09-23	Upgrade	Alembic Global Advisors	Neutral → Overweight	$267
Jan-10-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$269 → $220
Dec-20-22	Downgrade	Alembic Global Advisors	Overweight → Neutral	$217

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12:41PM	Loading…
May-23-25 12:41PM	RBC Bearings Bolsters Aerospace and Defense Segment with VACCO Industries Acquisition (Insider Monkey)
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May-20-25 04:00PM	RBC Bearings Announces Agreement to Acquire VACCO Industries from ESCO Technologies (Business Wire)
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08:11AM	RBC Bearings (NYSE:RBC) Reports Sales Below Analyst Estimates In Q1 Earnings (StockStory)
08:00AM	Loading…
08:00AM	RBC Bearings Incorporated Announces Fiscal Fourth Quarter and Full Year 2025 Results (Business Wire)
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Feb-01-25 02:35AM	Q3 2025 RBC Bearings Inc Earnings Call (Thomson Reuters StreetEvents)
02:06AM	RBC Bearings Inc (RBC) Q3 2025 Earnings Call Highlights: Strong Aerospace Growth and Debt ... (GuruFocus.com)
Jan-31-25 03:50PM	RBC Bearings (RBC) Shares Skyrocket, What You Need To Know (StockStory) +8.30%
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08:12AM	RBC Bearings: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	RBC Bearings Incorporated Announces Fiscal Third Quarter 2025 Results (Business Wire)
Jan-30-25 08:01AM	What To Expect From RBC Bearingss (RBC) Q4 Earnings (StockStory)
07:07AM	RBC Bearings Inc (RBC) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jan-24-25 10:00AM	RBC Bearings (RBC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
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Nov-13-24 09:00AM	RBC Bearings Announces Participation in Upcoming Investor Conferences (Business Wire)
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02:36AM	Q2 2025 RBC Bearings Inc Earnings Call (Thomson Reuters StreetEvents)
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Oct-16-24 09:00AM	RBC Bearings to Webcast Second Quarter Fiscal Year 2025 Earnings Conference Call November 1st (Business Wire)
Oct-15-24 12:10PM	Will RBC Bearings (RBC) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-01-24 04:00PM	Frederick J. Elmy Joins RBC Bearings Board of Directors (Business Wire)
Sep-18-24 12:00PM	RBC Bearings (RBC) Upgraded to Buy: Here's What You Should Know (Zacks)
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Sep-10-24 03:46AM	Q2 Earnings Outperformers: RBC Bearings (NYSE:RBC) And The Rest Of The Engineered Components and Systems Stocks (StockStory)

RBC Bearings, Inc. engages in the provision of design, manufacture, and marketing of engineered precision bearings and products. It operates through the Aerospace and Defense, and Industrial segments. The Aerospace and Defense segment represents the end markets for the company's highly engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications. The Industrial segment refers to the end markets for the company's highly engineered bearings, gearings and precision components used in various industrial applications including power transmission, construction, mining, energy and specialized equipment manufacturing, semiconductor production equipment manufacturing, agricultural machinery, commercial truck and automotive manufacturing, and tool holding. The company was founded in 1919 and is headquartered in Oxford, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ambrose Michael H.	Director	Jun 17 '25	Option Exercise	232.80	595	138,513	7,580	Jun 20 06:01 AM
Ambrose Michael H.	Director	Jun 17 '25	Sale	367.32	595	218,555	6,985	Jun 20 06:01 AM
Ambrose Michael H.	Officer	Jun 17 '25	Proposed Sale	368.91	595	219,500		Jun 17 01:19 PM
CROWELL RICHARD R	Director	Jun 11 '25	Option Exercise	145.86	500	72,928	32,767	Jun 13 04:39 PM
CROWELL RICHARD R	Director	Jun 11 '25	Sale	377.00	500	188,501	32,267	Jun 13 04:39 PM
HARTNETT MICHAEL J	President and CEO	Jun 12 '25	Sale	371.37	9,000	3,342,328	302,853	Jun 13 04:02 PM
MICHAEL J HARTNETT	Officer	Jun 12 '25	Proposed Sale	371.37	9,000	3,342,328		Jun 12 04:18 PM
HARTNETT MICHAEL J	President and CEO	Jun 09 '25	Option Exercise	171.96	26,725	4,595,613	343,578	Jun 11 05:25 PM
HARTNETT MICHAEL J	President and CEO	Jun 10 '25	Option Exercise	199.16	253	50,387	317,106	Jun 11 05:25 PM
HARTNETT MICHAEL J	President and CEO	Jun 09 '25	Sale	381.09	26,725	10,184,582	316,853	Jun 11 05:25 PM
HARTNETT MICHAEL J	President and CEO	Jun 11 '25	Sale	375.00	5,000	1,875,004	311,853	Jun 11 05:25 PM
HARTNETT MICHAEL J	President and CEO	Jun 10 '25	Sale	382.85	253	96,861	316,853	Jun 11 05:25 PM
MICHAEL J HARTNETT	Officer	Jun 11 '25	Proposed Sale	375.00	5,000	1,875,004		Jun 11 04:37 PM
CROWELL RICHARD R	Director	Jun 11 '25	Proposed Sale	380.00	200	76,000		Jun 11 02:46 PM
MICHAEL J HARTNETT	Officer	Jun 10 '25	Proposed Sale	382.85	253	96,861		Jun 10 04:56 PM
Ambrose Michael H.	Director	Jun 10 '25	Option Exercise	177.35	1,700	301,498	8,835	Jun 10 04:05 PM
Ambrose Michael H.	Director	Jun 10 '25	Sale	381.05	1,700	647,776	7,135	Jun 10 04:05 PM
Ambrose Michael H.	Officer	Jun 10 '25	Proposed Sale	380.00	1,700	646,000		Jun 10 09:56 AM
MICHAEL J HARTNETT	Officer	Jun 09 '25	Proposed Sale	381.09	26,725	10,184,582		Jun 09 04:39 PM
BERGERON DANIEL A	Vice President and COO	Jun 09 '25	Option Exercise	143.92	31,282	4,502,105	142,416	Jun 09 04:37 PM
BERGERON DANIEL A	Vice President and COO	Jun 06 '25	Option Exercise	143.92	3,718	535,095	114,852	Jun 09 04:37 PM
BERGERON DANIEL A	Vice President and COO	Jun 09 '25	Sale	380.28	31,282	11,896,050	111,134	Jun 09 04:37 PM
BERGERON DANIEL A	Vice President and COO	Jun 06 '25	Sale	382.21	3,718	1,421,039	111,134	Jun 09 04:37 PM
Kaplan Steven H.	Director	Jun 09 '25	Sale	381.30	400	152,520	2,499	Jun 09 04:31 PM
BERGERON DANIEL A	Officer	Jun 06 '25	Proposed Sale	385.00	35,000	13,475,000		Jun 06 10:45 AM
Kaplan Steven H.	Director	Jun 02 '25	Sale	367.62	226	83,082	2,899	Jun 03 04:07 PM
Kaplan Steven H.	Director	Jun 02 '25	Proposed Sale	365.81	626	229,000		Jun 02 03:19 PM
HARTNETT MICHAEL J	President and CEO	Feb 18 '25	Sale	369.27	20,741	7,659,083	298,847	Feb 20 04:10 PM
MICHAEL J HARTNETT	Officer	Feb 18 '25	Proposed Sale	369.27	20,741	7,659,083		Feb 18 04:12 PM
Sullivan Robert M	Vice President and CFO	Feb 13 '25	Option Exercise	137.44	8,000	1,099,520	19,382	Feb 13 04:51 PM
Sullivan Robert M	Vice President and CFO	Feb 13 '25	Sale	362.25	8,000	2,898,022	11,382	Feb 13 04:51 PM
Sullivan Robert M	Officer	Feb 13 '25	Proposed Sale	363.00	8,000	2,904,000		Feb 13 10:06 AM
HARTNETT MICHAEL J	President and CEO	Feb 06 '25	Sale	367.95	2,500	919,875	320,088	Feb 10 06:39 PM
HARTNETT MICHAEL J	President and CEO	Feb 07 '25	Sale	367.00	500	183,500	319,588	Feb 10 06:39 PM
MICHAEL J HARTNETT	Officer	Feb 07 '25	Proposed Sale	367.00	500	183,500		Feb 07 04:08 PM
MICHAEL J HARTNETT	Officer	Feb 06 '25	Proposed Sale	367.95	2,500	919,875		Feb 06 04:29 PM
Ambrose Michael H.	Director	Feb 05 '25	Option Exercise	163.27	400	65,308	7,128	Feb 05 05:01 PM
Ambrose Michael H.	Director	Feb 05 '25	Sale	362.89	400	145,155	6,728	Feb 05 05:01 PM
Ennico Dolores J	Director	Feb 04 '25	Option Exercise	189.88	1,400	265,836	7,778	Feb 05 04:12 PM
Ennico Dolores J	Director	Feb 04 '25	Sale	367.42	1,400	514,381	6,378	Feb 05 04:12 PM
BERGERON DANIEL A	Vice President and COO	Feb 04 '25	Option Exercise	132.12	17,500	2,312,100	128,908	Feb 05 04:11 PM
BERGERON DANIEL A	Vice President and COO	Feb 04 '25	Sale	365.45	17,500	6,395,303	111,408	Feb 05 04:11 PM
Ambrose Michael H.	Officer	Feb 05 '25	Proposed Sale	362.88	400	145,154		Feb 05 03:43 PM
Ennico Dolores J	Officer	Feb 04 '25	Proposed Sale	365.00	1,400	511,000		Feb 04 01:08 PM
BERGERON DANIEL A	Officer	Feb 04 '25	Proposed Sale	365.00	17,500	6,387,500		Feb 04 12:58 PM
Feeney John J.	Vice President and Secretary	Nov 26 '24	Sale	340.23	304	103,430	2,567	Nov 27 03:43 PM
Feeney John J.	Officer	Nov 26 '24	Proposed Sale	337.17	304	102,500		Nov 26 03:32 PM
BERGERON DANIEL A	Vice President and COO	Nov 11 '24	Option Exercise	132.12	17,500	2,312,100	128,908	Nov 12 04:02 PM
BERGERON DANIEL A	Vice President and COO	Nov 11 '24	Sale	320.64	17,500	5,611,135	111,408	Nov 12 04:02 PM
BERGERON DANIEL A	Officer	Nov 11 '24	Proposed Sale	321.00	17,500	5,617,500		Nov 12 10:01 AM
Sullivan Robert M	Vice President and CFO	Nov 08 '24	Option Exercise	139.80	8,600	1,202,312	19,982	Nov 12 06:02 AM
Sullivan Robert M	Vice President and CFO	Nov 08 '24	Sale	317.31	8,600	2,728,867	11,382	Nov 12 06:02 AM
Feeney John J.	Vice President and Secretary	Nov 07 '24	Option Exercise	199.13	1,500	298,692	4,371	Nov 08 04:03 PM
Feeney John J.	Vice President and Secretary	Nov 07 '24	Sale	318.43	1,500	477,645	2,871	Nov 08 04:03 PM
Sullivan Robert M	Officer	Nov 07 '24	Proposed Sale	319.00	8,600	2,743,400		Nov 07 03:06 PM
Feeney John J.	Officer	Nov 07 '24	Proposed Sale	318.00	1,500	477,000		Nov 07 02:30 PM
Stewart Edward	Director	Sep 20 '24	Option Exercise	141.67	2,800	396,672	23,261	Sep 20 04:03 PM
Stewart Edward	Director	Sep 20 '24	Sale	299.00	2,800	837,202	20,461	Sep 20 04:03 PM
Stewart Edward	Director	Sep 20 '24	Proposed Sale	300.00	2,800	840,000		Sep 20 12:13 PM
HARTNETT MICHAEL J	President and CEO	Sep 17 '24	Option Exercise	199.16	14,434	2,874,675	334,487	Sep 18 05:20 PM
HARTNETT MICHAEL J	President and CEO	Sep 18 '24	Option Exercise	199.16	604	120,293	323,091	Sep 18 05:20 PM
HARTNETT MICHAEL J	President and CEO	Sep 17 '24	Sale	290.41	12,000	3,484,920	322,487	Sep 18 05:20 PM
HARTNETT MICHAEL J	President and CEO	Sep 18 '24	Sale	289.00	503	145,367	322,588	Sep 18 05:20 PM
MICHAEL J HARTNETT	Officer	Sep 18 '24	Proposed Sale	289.00	503	145,367		Sep 18 04:29 PM
HARTNETT MICHAEL J	President and CEO	Sep 13 '24	Option Exercise	180.85	24,143	4,366,343	337,097	Sep 17 04:33 PM
HARTNETT MICHAEL J	President and CEO	Sep 16 '24	Option Exercise	199.16	13,580	2,704,593	331,394	Sep 17 04:33 PM
HARTNETT MICHAEL J	President and CEO	Sep 13 '24	Sale	289.42	19,283	5,580,957	317,814	Sep 17 04:33 PM
HARTNETT MICHAEL J	President and CEO	Sep 16 '24	Sale	287.52	11,341	3,260,751	320,053	Sep 17 04:33 PM
MICHAEL J HARTNETT	Officer	Sep 17 '24	Proposed Sale	290.41	12,000	3,484,920		Sep 17 04:27 PM
MICHAEL J HARTNETT	Officer	Sep 16 '24	Proposed Sale	287.52	11,341	3,260,751		Sep 16 05:13 PM
MICHAEL J HARTNETT	Officer	Sep 13 '24	Proposed Sale	289.42	19,283	5,580,957		Sep 13 04:23 PM
HARTNETT MICHAEL J	President and CEO	Sep 12 '24	Option Exercise	139.24	38,999	5,430,162	341,254	Sep 13 04:22 PM
HARTNETT MICHAEL J	President and CEO	Sep 11 '24	Option Exercise	143.92	30,695	4,417,624	324,815	Sep 13 04:22 PM
HARTNETT MICHAEL J	President and CEO	Sep 12 '24	Sale	284.89	28,300	8,062,421	312,954	Sep 13 04:22 PM
HARTNETT MICHAEL J	President and CEO	Sep 11 '24	Sale	284.36	22,560	6,415,171	302,255	Sep 13 04:22 PM
MICHAEL J HARTNETT	Officer	Sep 12 '24	Proposed Sale	284.89	28,300	8,062,421		Sep 12 05:08 PM
HARTNETT MICHAEL J	President and CEO	Sep 09 '24	Option Exercise	143.92	4,081	587,338	297,120	Sep 11 05:34 PM
HARTNETT MICHAEL J	President and CEO	Sep 09 '24	Sale	284.23	3,000	852,690	294,120	Sep 11 05:34 PM
MICHAEL J HARTNETT	Officer	Sep 11 '24	Proposed Sale	284.36	22,560	6,415,171		Sep 11 04:16 PM
MICHAEL J HARTNETT	Officer	Sep 09 '24	Proposed Sale	284.23	3,000	852,700		Sep 09 04:24 PM
Feeney John J.	Vice President and Secretary	Aug 30 '24	Option Exercise	193.24	596	115,170	3,672	Sep 04 04:05 PM
Feeney John J.	Vice President and Secretary	Aug 30 '24	Sale	297.00	801	237,897	2,871	Sep 04 04:05 PM
Feeney John J.	Officer	Aug 30 '24	Proposed Sale	297.00	801	237,897		Aug 30 01:18 PM
Edwards Richard J	V.P. and General Manager	Aug 27 '24	Option Exercise	172.88	4,200	726,084	16,739	Aug 27 04:50 PM
Edwards Richard J	V.P. and General Manager	Aug 27 '24	Sale	292.67	4,200	1,229,205	12,539	Aug 27 04:50 PM
Edwards Richard J	Officer	Aug 27 '24	Proposed Sale	293.00	4,200	1,230,600		Aug 27 12:56 PM
Stewart Edward	Director	Aug 06 '24	Sale	277.24	3,000	831,726	20,461	Aug 07 04:10 PM
Stewart Edward	Officer	Aug 06 '24	Proposed Sale	277.00	3,000	831,000		Aug 06 11:39 AM

BSX Boston Scientific Corp daily Stock Chart

Peers: MDT ABT JNJ SYK ZBH ISRG BDX EW HOLX XRAY

| Held by: VTI VOO SPY IVV VUG XLV IHI VHT IVW IWD

Index	S&P 500	P/E	78.70	EPS (ttm)	1.36	Insider Own	0.40%	Shs Outstand	1.48B	Perf Week	4.93%
Market Cap	158.91B	Forward P/E	32.51	EPS next Y	3.30	Insider Trans	-12.18%	Shs Float	1.47B	Perf Month	2.78%
Enterprise Value	170.02B	PEG	5.60	EPS next Q	0.72	Inst Own	92.17%	Short Float	1.19%	Perf Quarter	8.10%
Income	2.03B	P/S	9.05	EPS this Y	16.31%	Inst Trans	0.54%	Short Ratio	2.09	Perf Half Y	17.94%
Sales	17.55B	P/B	7.15	EPS next Y	13.19%	ROA	5.29%	Short Interest	17.49M	Perf YTD	20.25%
Book/sh	15.02	P/C	191.92	EPS next 5Y	14.06%	ROE	9.65%	52W High	107.17 0.22%	Perf Year	39.31%
Cash/sh	0.56	P/FCF	52.72	EPS past 3/5Y	21.99% -17.84%	ROIC	6.13%	52W Low	71.88 49.43%	Perf 3Y	190.77%
Dividend Est.	-	EV/EBITDA	40.51	Sales past 3/5Y	12.10% 9.30%	Gross Margin	61.84%	Volatility	1.55% 1.74%	Perf 5Y	196.30%
Dividend TTM	-	EV/Sales	9.69	EPS Y/Y TTM	14.31%	Oper. Margin	16.56%	ATR (14)	1.80	Perf 10Y	500.39%
Dividend Ex-Date	-	Quick Ratio	0.88	Sales Y/Y TTM	19.35%	Profit Margin	11.58%	RSI (14)	69.04	Recom	1.34
Dividend Gr. 3/5Y	- -	Current Ratio	1.45	EPS Q/Q	35.11%	SMA20	4.95%	Beta	0.68	Target Price	120.69
Payout	0.00%	Debt/Eq	0.53	Sales Q/Q	20.93%	SMA50	4.59%	Rel Volume	0.84	Prev Close	106.53
Employees	53000	LT Debt/Eq	0.49	Earnings	Apr 23 BMO	SMA200	12.37%	Avg Volume	8.36M	Price	107.41
IPO	May 19, 1992	Option/Short	Yes / Yes	EPS/Sales Surpr.	11.46% 2.00%	Trades		Volume	7,005,667	Change	0.83%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-16-25	Initiated	Leerink Partners	Outperform	$118
Apr-16-25	Upgrade	Needham	Hold → Buy	$113
Jan-10-25	Upgrade	Deutsche Bank	Hold → Buy	$108
Oct-18-24	Downgrade	Needham	Buy → Hold
May-30-24	Initiated	Goldman	Buy	$90
Feb-01-24	Upgrade	Mizuho	Neutral → Buy	$65 → $80
Jul-19-23	Initiated	Robert W. Baird	Outperform	$59
Jun-30-23	Initiated	CL King	Buy	$64
May-30-23	Resumed	Morgan Stanley	Overweight	$58
Mar-29-23	Initiated	UBS	Buy	$57
Dec-22-22	Initiated	Mizuho	Neutral	$52
Dec-20-22	Resumed	Citigroup	Buy	$54
Oct-18-22	Initiated	Barclays	Overweight	$49
Oct-12-22	Initiated	Jefferies	Buy	$50
Jul-06-22	Initiated	Wolfe Research	Outperform	$43
May-27-22	Upgrade	Needham	Hold → Buy	$48
Apr-13-22	Resumed	Truist	Buy	$52
Mar-02-22	Resumed	BofA Securities	Buy	$55
Dec-10-21	Initiated	RBC Capital Mkts	Outperform	$51
May-26-21	Downgrade	Needham	Buy → Hold

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Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Jun 04 '25	Option Exercise	26.15	56,372	1,474,128	234,714	Jun 04 07:44 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Jun 04 '25	Sale	102.88	56,372	5,799,630	178,342	Jun 04 07:44 PM
JOSEPH M FITZGERALD	Officer	Jun 04 '25	Proposed Sale	102.88	56,372	5,799,625		Jun 04 04:02 PM
Mahoney Michael F	Chairman, President & CEO	Jun 02 '25	Option Exercise	20.67	105,619	2,183,161	1,641,325	Jun 03 04:47 PM
Mahoney Michael F	Chairman, President & CEO	Jun 02 '25	Sale	103.69	164,443	17,051,136	1,476,882	Jun 03 04:47 PM
MICHAEL F MAHONEY	Officer	Jun 02 '25	Proposed Sale	103.69	164,443	17,051,132		Jun 02 04:05 PM
LUDWIG EDWARD J	Director	May 29 '25	Sale	104.59	4,000	418,368	22,479	May 30 04:08 PM
LUDWIG EDWARD J	Director	May 29 '25	Proposed Sale	104.54	4,000	418,160		May 29 03:39 PM
Brown Vance R	SVP, GC and Corp. Secretary	May 21 '25	Sale	106.42	4,826	513,583	31,367	May 22 04:08 PM
VANCE BROWN	Officer	May 21 '25	Proposed Sale	106.42	4,826	513,583		May 21 04:09 PM
Sorenson John Bradley	EVP, Global Operations	May 02 '25	Option Exercise	0.00	4,204	0	25,195	May 06 04:37 PM
Sorenson John Bradley	EVP, Global Operations	May 05 '25	Sale	104.54	4,572	477,957	18,705	May 06 04:37 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	May 02 '25	Option Exercise	0.00	2,102	0	24,337	May 06 04:36 PM
Mahoney Michael F	Chairman, President & CEO	May 01 '25	Option Exercise	20.67	105,619	2,183,161	1,700,149	May 05 05:16 PM
Mahoney Michael F	Chairman, President & CEO	May 01 '25	Sale	102.48	164,443	16,851,974	1,535,706	May 05 05:16 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	May 01 '25	Option Exercise	24.81	17,314	429,515	39,549	May 05 05:16 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	May 01 '25	Sale	102.06	17,314	1,766,982	22,235	May 05 05:16 PM
JOHN B SORENSON	Officer	May 05 '25	Proposed Sale	104.54	4,572	477,957		May 05 04:04 PM
MICHAEL F MAHONEY	Officer	May 01 '25	Proposed Sale	102.48	164,443	16,851,966		May 01 04:05 PM
ARTHUR C BUTCHER	Officer	May 01 '25	Proposed Sale	102.06	17,314	1,766,981		May 01 04:01 PM
Brown Vance R	SVP, GC and Corp. Secretary	Apr 21 '25	Sale	95.09	4,826	458,904	36,193	Apr 22 04:09 PM
VANCE BROWN	Officer	Apr 21 '25	Proposed Sale	95.09	4,826	458,904		Apr 21 04:01 PM
Mahoney Michael F	Chairman, President & CEO	Apr 01 '25	Option Exercise	20.67	105,618	2,183,144	1,758,972	Apr 02 04:12 PM
Mahoney Michael F	Chairman, President & CEO	Apr 01 '25	Sale	100.01	164,442	16,445,072	1,594,530	Apr 02 04:12 PM
MICHAEL F MAHONEY	Officer	Apr 01 '25	Proposed Sale	100.01	164,442	16,445,068		Apr 01 04:11 PM
Brown Vance R	SVP, GC and Corp. Secretary	Mar 21 '25	Sale	100.85	4,826	486,702	41,019	Mar 24 04:26 PM
VANCE BROWN	Officer	Mar 21 '25	Proposed Sale	100.85	4,826	486,702		Mar 21 04:01 PM
Woodworth Emily	SVP, Global Controller and CAO	Mar 03 '25	Option Exercise	37.50	5,949	223,088	8,063	Mar 05 04:16 PM
Woodworth Emily	SVP, Global Controller and CAO	Mar 03 '25	Sale	104.97	7,149	750,465	914	Mar 05 04:16 PM
Woodworth Emily	SVP, Global Controller and CAO	Mar 04 '25	Sale	104.63	482	50,432	432	Mar 05 04:16 PM
Woodworth Emily	SVP, Global Controller and CAO	Feb 28 '25	Option Exercise	42.16	7,218	304,311	11,519	Mar 03 04:11 PM
Woodworth Emily	SVP, Global Controller and CAO	Mar 01 '25	Option Exercise	0.00	837	0	2,469	Mar 03 04:11 PM
Woodworth Emily	SVP, Global Controller and CAO	Feb 28 '25	Sale	101.13	9,887	999,872	1,632	Mar 03 04:11 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 24 '25	Sale	104.25	4,675	487,369	28,454	Feb 25 04:41 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 25 '25	Sale	104.00	2,688	279,552	25,766	Feb 25 04:41 PM
JEFFREY B MIRVISS	Officer	Feb 25 '25	Proposed Sale	104.00	2,688	279,552		Feb 25 04:02 PM
Zane Ellen M	Director	Feb 24 '25	Sale	104.23	13,586	1,416,134	34,944	Feb 24 04:08 PM
JEFFREY B MIRVISS	Officer	Feb 24 '25	Proposed Sale	104.25	4,675	487,369		Feb 24 04:01 PM
Zane Ellen M	Director	Feb 24 '25	Proposed Sale	104.23	13,586	1,416,088		Feb 24 11:30 AM
Brown Vance R	SVP, GC and Corp. Secretary	Feb 21 '25	Sale	104.64	4,826	504,993	45,845	Feb 21 04:15 PM
VANCE BROWN	Officer	Feb 21 '25	Proposed Sale	104.64	4,826	504,993		Feb 21 04:03 PM
Sorenson John Bradley	EVP, Global Operations	Feb 19 '25	Sale	105.19	3,303	347,443	20,991	Feb 19 04:23 PM
Sorenson John Bradley	EVP, Global Operations	Feb 18 '25	Sale	104.41	2,657	277,417	24,294	Feb 19 04:23 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 19 '25	Sale	105.35	1,510	159,078	33,129	Feb 19 04:23 PM
Brennan Daniel J.	EVP and CFO	Feb 19 '25	Option Exercise	25.61	60,523	1,550,275	293,141	Feb 19 04:23 PM
Brennan Daniel J.	EVP and CFO	Feb 19 '25	Sale	105.24	67,333	7,086,111	225,808	Feb 19 04:23 PM
Brennan Daniel J.	EVP and CFO	Feb 18 '25	Sale	104.57	17,530	1,833,184	232,618	Feb 19 04:23 PM
DANIEL BRENNAN	Officer	Feb 19 '25	Proposed Sale	105.24	67,333	7,086,109		Feb 19 04:05 PM
JEFFREY B MIRVISS	Officer	Feb 19 '25	Proposed Sale	105.35	1,510	159,078		Feb 19 04:01 PM
JOHN B SORENSON	Officer	Feb 19 '25	Proposed Sale	105.19	3,303	347,443		Feb 19 04:01 PM
Woodworth Emily	SVP, Global Controller and CAO	Feb 14 '25	Option Exercise	0.00	661	0	3,867	Feb 18 05:53 PM
Woodworth Emily	SVP, Global Controller and CAO	Feb 16 '25	Option Exercise	0.00	636	0	4,188	Feb 18 05:53 PM
Woodworth Emily	SVP, Global Controller and CAO	Feb 17 '25	Option Exercise	0.00	667	0	4,584	Feb 18 05:53 PM
Sorenson John Bradley	EVP, Global Operations	Feb 14 '25	Option Exercise	0.00	2,115	0	27,609	Feb 18 05:52 PM
Sorenson John Bradley	EVP, Global Operations	Feb 17 '25	Option Exercise	0.00	1,500	0	27,635	Feb 18 05:52 PM
Sorenson John Bradley	EVP, Global Operations	Feb 16 '25	Option Exercise	0.00	1,273	0	26,716	Feb 18 05:52 PM
Sorenson John Bradley	EVP, Global Operations	Feb 14 '25	Sale	106.31	1,201	127,678	25,443	Feb 18 05:52 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 14 '25	Option Exercise	0.00	1,123	0	13,702	Feb 18 05:52 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 14 '25	Option Exercise	0.00	106	0	1,650	Feb 18 05:52 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 16 '25	Option Exercise	0.00	990	0	14,362	Feb 18 05:52 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 16 '25	Option Exercise	0.00	85	0	1,697	Feb 18 05:52 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 17 '25	Option Exercise	0.00	1,000	0	15,071	Feb 18 05:52 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 17 '25	Option Exercise	0.00	100	0	1,767	Feb 18 05:52 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 14 '25	Option Exercise	0.00	2,776	0	32,477	Feb 18 05:52 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 16 '25	Option Exercise	0.00	2,970	0	34,181	Feb 18 05:52 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 17 '25	Option Exercise	0.00	3,334	0	36,160	Feb 18 05:52 PM
Mahoney Michael F	Chairman, President & CEO	Feb 14 '25	Option Exercise	0.00	16,524	0	1,643,475	Feb 18 05:52 PM
Mahoney Michael F	Chairman, President & CEO	Feb 16 '25	Option Exercise	0.00	16,265	0	1,651,750	Feb 18 05:52 PM
Mahoney Michael F	Chairman, President & CEO	Feb 17 '25	Option Exercise	0.00	18,334	0	1,662,219	Feb 18 05:52 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Feb 14 '25	Option Exercise	0.00	4,362	0	179,108	Feb 18 05:52 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Feb 16 '25	Option Exercise	0.00	3,960	0	181,078	Feb 18 05:52 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Feb 17 '25	Option Exercise	0.00	4,167	0	183,439	Feb 18 05:52 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	Feb 17 '25	Option Exercise	0.00	2,834	0	23,550	Feb 18 05:50 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	Feb 16 '25	Option Exercise	0.00	2,546	0	21,947	Feb 18 05:50 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	Feb 14 '25	Option Exercise	0.00	3,172	0	20,935	Feb 18 05:50 PM
Brown Vance R	SVP, GC and Corp. Secretary	Feb 17 '25	Option Exercise	0.00	1,000	0	51,155	Feb 18 05:50 PM
Brown Vance R	SVP, GC and Corp. Secretary	Feb 16 '25	Option Exercise	0.00	1,839	0	51,045	Feb 18 05:50 PM
Brown Vance R	SVP, GC and Corp. Secretary	Feb 14 '25	Option Exercise	0.00	1,850	0	50,101	Feb 18 05:50 PM
Brennan Daniel J.	EVP and CFO	Feb 17 '25	Option Exercise	0.00	4,584	0	252,365	Feb 18 05:50 PM
Brennan Daniel J.	EVP and CFO	Feb 16 '25	Option Exercise	0.00	4,243	0	249,833	Feb 18 05:50 PM
Brennan Daniel J.	EVP and CFO	Feb 14 '25	Option Exercise	0.00	4,362	0	247,700	Feb 18 05:50 PM
JOHN B SORENSON	Officer	Feb 18 '25	Proposed Sale	104.41	2,657	277,417		Feb 18 04:09 PM
DANIEL BRENNAN	Officer	Feb 18 '25	Proposed Sale	104.57	17,530	1,833,184		Feb 18 04:09 PM
Carruthers Wendy	Officer	Feb 14 '25	Proposed Sale	106.45	9,393	999,911		Feb 14 05:32 PM
Woodworth Emily	SVP, Global Controller and CAO	Feb 12 '25	Option Exercise	0.00	480	0	3,437	Feb 14 05:30 PM
Sorenson John Bradley	EVP, Global Operations	Feb 12 '25	Option Exercise	0.00	1,731	0	26,024	Feb 14 05:30 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 12 '25	Option Exercise	0.00	65	0	1,567	Feb 14 05:30 PM
O'Sullivan Miriam	SVP, Chief HR Officer	Feb 12 '25	Option Exercise	0.00	961	0	12,917	Feb 14 05:30 PM
Mahoney Michael F	Chairman, President & CEO	Feb 12 '25	Option Exercise	0.00	13,704	0	1,633,577	Feb 14 05:29 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 12 '25	Option Exercise	0.00	2,115	0	30,569	Feb 14 05:29 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Feb 12 '25	Option Exercise	0.00	3,462	0	176,325	Feb 14 05:29 PM
Butcher Arthur C	EVP& Grp Pres, MedSurg & APAC	Feb 12 '25	Option Exercise	0.00	2,692	0	18,713	Feb 14 05:29 PM
Brown Vance R	SVP, GC and Corp. Secretary	Feb 12 '25	Option Exercise	0.00	1,442	0	48,675	Feb 14 05:28 PM
Brennan Daniel J.	EVP and CFO	Feb 12 '25	Option Exercise	0.00	3,654	0	245,105	Feb 14 05:28 PM
JOHN B SORENSON	Officer	Feb 14 '25	Proposed Sale	106.31	1,201	127,678		Feb 14 04:02 PM
Sorenson John Bradley	EVP, Global Operations	Feb 12 '25	Sale	105.06	6,389	671,249	24,293	Feb 13 04:32 PM
Mirviss Jeffrey B.	EVP&Pres, Periph Intervent	Feb 12 '25	Sale	105.06	13,022	1,368,073	28,454	Feb 13 04:32 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Dec 03 '24	Buy	90.29	50	4,515	148,168	Feb 13 04:32 PM
Fitzgerald Joseph Michael	EVP & Group Pres, Cardiology	Dec 10 '24	Sale	89.97	20	1,799	148,148	Feb 13 04:32 PM
Brennan Daniel J.	EVP and CFO	Feb 12 '25	Option Exercise	16.31	15,087	246,069	256,538	Feb 13 04:31 PM

Open in Screener

FFIV

F5 Inc

Jun 30 • 04:00PM ET

294.32

Dollar change -1.43
Percentage change -0.48	%

Technology • Software - Infrastructure • USA • NASD

Peers: CSCO JNPR PANW FTNT ANET MSFT CRWD CHKP AKAM

| Held by: VTI VOO VB CIBR VBR SPY IVV VGT USMV RSP

Index	S&P 500	P/E	27.95	EPS (ttm)	10.53	Insider Own	0.70%	Shs Outstand	57.92M	Perf Week	-0.26%
Market Cap	16.90B	Forward P/E	18.83	EPS next Y	15.63	Insider Trans	-7.14%	Shs Float	57.03M	Perf Month	4.89%
Enterprise Value	15.91B	PEG	3.78	EPS next Q	3.49	Inst Own	99.05%	Short Float	3.29%	Perf Quarter	11.54%
Income	621.35M	P/S	5.75	EPS this Y	9.25%	Inst Trans	-0.29%	Short Ratio	3.67	Perf Half Y	14.88%
Sales	2.94B	P/B	5.14	EPS next Y	6.98%	ROA	11.01%	Short Interest	1.88M	Perf YTD	17.04%
Book/sh	57.22	P/C	13.42	EPS next 5Y	7.39%	ROE	19.89%	52W High	313.00 -5.97%	Perf Year	73.89%
Cash/sh	21.93	P/FCF	20.26	EPS past 3/5Y	21.39% 6.18%	ROIC	17.50%	52W Low	169.55 73.59%	Perf 3Y	91.73%
Dividend Est.	-	EV/EBITDA	18.40	Sales past 3/5Y	2.65% 4.66%	Gross Margin	79.56%	Volatility	2.57% 1.95%	Perf 5Y	115.84%
Dividend TTM	-	EV/Sales	5.41	EPS Y/Y TTM	26.65%	Oper. Margin	24.88%	ATR (14)	6.27	Perf 10Y	130.15%
Dividend Ex-Date	-	Quick Ratio	1.47	Sales Y/Y TTM	5.61%	Profit Margin	21.14%	RSI (14)	57.29	Recom	2.93
Dividend Gr. 3/5Y	- -	Current Ratio	1.51	EPS Q/Q	23.97%	SMA20	0.85%	Beta	1.01	Target Price	287.56
Payout	0.00%	Debt/Eq	0.08	Sales Q/Q	7.30%	SMA50	4.78%	Rel Volume	1.23	Prev Close	295.75
Employees	6557	LT Debt/Eq	0.07	Earnings	Apr 28 AMC	SMA200	12.71%	Avg Volume	510.99K	Price	294.32
IPO	Jun 04, 1999	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.20% 1.76%	Trades		Volume	630,963	Change	-0.48%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-29-25	Resumed	Needham	Buy	$320
Jan-30-24	Reiterated	Needham	Buy	$200 → $220
Oct-26-23	Downgrade	BofA Securities	Neutral → Underperform	$165 → $160
Apr-20-23	Downgrade	Barclays	Overweight → Equal Weight	$166 → $140
Mar-07-23	Initiated	Goldman	Neutral
Jan-24-23	Initiated	Guggenheim	Neutral
Oct-11-22	Downgrade	Evercore ISI	Outperform → In-line
Jul-20-22	Downgrade	BofA Securities	Buy → Neutral	$215 → $170
Jul-14-22	Downgrade	JP Morgan	Overweight → Neutral	$178
Jul-14-22	Downgrade	Credit Suisse	Outperform → Neutral	$225 → $167
Jul-13-22	Downgrade	Piper Sandler	Overweight → Neutral	$197 → $173
Apr-27-22	Reiterated	RBC Capital Mkts	Sector Perform	$210 → $200
Apr-27-22	Reiterated	Piper Sandler	Overweight	$227 → $197
Apr-27-22	Reiterated	Loop Capital	Buy	$273 → $238
Apr-27-22	Reiterated	Evercore ISI	Outperform	$255 → $220
Apr-27-22	Reiterated	Credit Suisse	Outperform	$270 → $225
Apr-27-22	Reiterated	BofA Securities	Buy	$265 → $240
Apr-12-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$280 → $250
Feb-14-22	Initiated	Loop Capital	Buy	$273
Jan-26-22	Reiterated	RBC Capital Mkts	Sector Perform	$220 → $210

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Mar-04-25 11:52AM	F5, Inc. (FFIV) Advances AI-Driven Network Performance and Security (Insider Monkey)
08:06AM	1 Mid-Cap Stock to Target This Week and 2 to Avoid (StockStory)
04:02AM	Winners And Losers Of Q4: Akamai (NASDAQ:AKAM) Vs The Rest Of The Content Delivery Stocks (StockStory)
Mar-03-25 06:00AM	F5 Accelerates AI at the Edge for Service Providers with NVIDIA BlueField-3 DPUs (Business Wire)
04:04AM	Content Delivery Stocks Q4 In Review: Cloudflare (NYSE:NET) Vs Peers (StockStory)
Mar-01-25 07:01AM	F5, Inc. (FFIV) Expands VELOS Line to Power AI Workloads and Enhance Security (Insider Monkey)
Feb-27-25 11:30AM	F5 (FFIV) Down 1.9% Since Last Earnings Report: Can It Rebound? (Zacks)
Feb-26-25 12:00PM	F5s Multi-terabit VELOS Hardware Powers AI Workloads for Service Providers and Large Enterprises (Business Wire)
12:00PM	F5 Unveils Industrys First Converged Application Delivery and Security Platform for the Hybrid Multicloud Infrastructures of the AI Era (Business Wire)
Feb-24-25 04:01AM	Content Delivery Stocks Q4 Earnings Review: F5 (NASDAQ:FFIV) Shines (StockStory)
Feb-21-25 08:45AM	F5 to Participate in Upcoming Financial Conference (Business Wire)
Feb-13-25 11:51AM	F5 Inc. (FFIV) Unveils ADC 3.0 to Revolutionize AI-Powered Application Delivery and Security (Insider Monkey)
Feb-12-25 09:02AM	F5 Earnings Outperform as Software, AI Investments Pay Off (FX Empire)
Feb-11-25 07:00AM	F5 Redefines ADC for the AI Era (Business Wire)
Feb-10-25 09:59AM	F5 Inc. (FFIV): This Software Infrastructure Stock Is Outperforming In 2025 (Insider Monkey)
09:15AM	Interpreting F5 (FFIV) International Revenue Trends (Zacks)

F5, Inc. engages in the business of multi-cloud application services. The firm's products include F5 distributed cloud services, F5 NGINX, F5 BIG-IP, and F5 Systems. It operates through the following geographical segments: Americas, EMEA, and APAC. The company was founded on February 26, 1996 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Buse Elizabeth	Director	Jun 11 '25	Sale	293.53	1,500	440,301	5,013	Jun 13 05:33 PM
Elizabeth Buse	Director	Jun 11 '25	Proposed Sale	292.89	1,500	439,335		Jun 11 05:39 PM
Locoh-Donou Francois	President, CEO & Director	Jun 02 '25	Sale	283.99	1,300	369,187	150,400	Jun 03 05:12 PM
FRANCOIS LOCOH-DONOU	Officer	Jun 02 '25	Proposed Sale	283.99	1,300	369,187		Jun 02 04:28 PM
Dreyer Michael L	Director	May 27 '25	Sale	285.96	1,800	514,722	4,376	May 28 06:05 PM
Dreyer Michael L	Director	May 27 '25	Proposed Sale	285.87	1,800	514,566		May 27 11:37 AM
HIGGINSON ALAN	Director	May 22 '25	Sale	286.69	1,272	364,666	9,919	May 23 04:42 PM
HIGGINSON ALAN	Director	May 22 '25	Proposed Sale	286.69	1,272	364,666		May 22 04:42 PM
ANAND KUNAL	Chief Technology Officer	May 01 '25	Option Exercise	0.00	9,626	0	10,088	May 05 04:55 PM
Werner Edward Cooper	Chief Financial Officer	May 01 '25	Option Exercise	0.00	782	0	3,942	May 05 04:55 PM
FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	May 01 '25	Option Exercise	0.00	3,002	0	23,530	May 05 04:55 PM
FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	May 02 '25	Sale	269.03	1,347	362,383	20,660	May 05 04:55 PM
SCHRAMM LYRA AMBER	Chief People Officer	May 01 '25	Option Exercise	0.00	4,654	0	4,854	May 05 04:55 PM
OKEKE ANGELIQUE M	EVP, General Counsel	May 01 '25	Option Exercise	0.00	1,613	0	1,830	May 05 04:54 PM
Locoh-Donou Francois	President, CEO & Director	May 01 '25	Option Exercise	0.00	7,175	0	155,822	May 05 04:54 PM
Locoh-Donou Francois	President, CEO & Director	May 01 '25	Sale	264.54	1,300	343,902	151,700	May 05 04:54 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	May 01 '25	Option Exercise	0.00	2,601	0	29,865	May 05 04:54 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	May 02 '25	Sale	269.03	1,532	412,154	27,310	May 05 04:54 PM
CHAD WHALEN	Officer	May 02 '25	Proposed Sale	269.03	1,532	412,154		May 02 04:07 PM
THOMAS D FOUNTAIN	Officer	May 02 '25	Proposed Sale	269.03	1,347	362,383		May 02 04:07 PM
SCOT FRAZIER ROGERS	Officer	May 01 '25	Proposed Sale	264.54	2,955	781,716		May 01 04:04 PM
FRANCOIS LOCOH-DONOU	Officer	May 01 '25	Proposed Sale	264.54	1,300	343,902		May 01 04:02 PM
Locoh-Donou Francois	President, CEO & Director	Apr 01 '25	Sale	265.37	1,300	344,981	148,647	Apr 02 04:50 PM
FRANCOIS LOCOH-DONOU	Officer	Apr 01 '25	Proposed Sale	265.37	1,300	344,981		Apr 01 04:06 PM
Combes Michel	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	4,871	Mar 14 07:12 PM
Erwin Tami A.	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	1,908	Mar 14 07:12 PM
McReynolds Maya	Director	Mar 12 '25	Option Exercise	0.00	480	0	480	Mar 14 07:12 PM
Buse Elizabeth	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	6,513	Mar 14 07:11 PM
Budnik Marianne	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	3,079	Mar 14 07:11 PM
Budnik Marianne	Director	Mar 14 '25	Sale	260.72	1,872	488,064	1,207	Mar 14 07:11 PM
Gonzalez Julie Marie	Director	Mar 12 '25	Option Exercise	0.00	480	0	480	Mar 14 07:11 PM
MONTOYA MICHAEL F	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	5,561	Mar 14 07:11 PM
Dreyer Michael L	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	6,176	Mar 14 07:11 PM
HIGGINSON ALAN	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	11,191	Mar 14 07:11 PM
MEHTA NIKHIL RAMESH	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	10,109	Mar 14 07:10 PM
Klein Peter S	Director	Mar 12 '25	Option Exercise	0.00	1,309	0	13,333	Mar 14 07:10 PM
Budnik Marianne	Director	Mar 14 '25	Proposed Sale	261.00	1,209	315,549		Mar 14 04:28 PM
MARIANNE BUDNIK 2023 TRUST	Director	Mar 14 '25	Proposed Sale	260.20	663	172,515		Mar 14 04:14 PM
Locoh-Donou Francois	President, CEO & Director	Mar 03 '25	Sale	295.46	1,300	384,098	149,947	Mar 04 05:03 PM
FRANCOIS LOCOH-DONOU	Officer	Mar 03 '25	Proposed Sale	295.46	1,300	384,098		Mar 03 04:28 PM
Rogers Scot Frazier	EVP and General Counsel	Feb 26 '25	Sale	293.18	3,486	1,022,025	20,075	Feb 27 04:58 PM
SCOT FRAZIER ROGERS	Officer	Feb 26 '25	Proposed Sale	293.18	3,486	1,022,025		Feb 26 04:02 PM
Locoh-Donou Francois	President, CEO & Director	Feb 12 '25	Sale	303.06	6,500	1,969,918	151,247	Feb 13 04:30 PM
FRANCOIS LOCOH-DONOU	Officer	Feb 12 '25	Proposed Sale	303.06	6,500	1,969,919		Feb 12 04:07 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	Feb 01 '25	Option Exercise	0.00	5,029	0	34,403	Feb 04 04:21 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	Feb 03 '25	Sale	290.33	4,093	1,188,336	27,264	Feb 04 04:21 PM
FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	Feb 01 '25	Option Exercise	0.00	3,001	0	23,387	Feb 04 04:20 PM
FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	Feb 03 '25	Sale	293.40	1,314	385,528	20,528	Feb 04 04:20 PM
Werner Edward Cooper	Chief Financial Officer	Feb 01 '25	Option Exercise	0.00	782	0	3,383	Feb 04 04:20 PM
ANAND KUNAL	Chief Technology Officer	Feb 01 '25	Option Exercise	0.00	622	0	622	Feb 04 04:20 PM
Locoh-Donou Francois	President, CEO & Director	Feb 01 '25	Option Exercise	0.00	7,173	0	160,584	Feb 04 04:20 PM
Rogers Scot Frazier	EVP and General Counsel	Feb 01 '25	Option Exercise	0.00	2,093	0	24,407	Feb 04 04:19 PM
SCHRAMM LYRA AMBER	Chief People Officer	Feb 01 '25	Option Exercise	0.00	453	0	453	Feb 04 04:19 PM
SCHRAMM LYRA AMBER	Chief People Officer	Feb 01 '25	Sale	297.26	253	75,207	200	Feb 04 04:19 PM
CHAD WHALEN	Officer	Feb 03 '25	Proposed Sale	290.34	4,093	1,188,341		Feb 03 04:18 PM
THOMAS D FOUNTAIN	Officer	Feb 03 '25	Proposed Sale	293.40	1,314	385,528		Feb 03 04:08 PM
Budnik Marianne	Director	Jan 30 '25	Sale	304.45	728	221,640	1,770	Jan 31 05:06 PM
MARIANNE BUDNIK 2023 TRUST	Director	Jan 30 '25	Proposed Sale	304.45	728	221,640		Jan 30 04:07 PM
KARA LYNN SPRAGUE	Officer	Dec 12 '24	Proposed Sale	262.01	55,840	14,630,685		Dec 12 06:06 PM
FRANK PELZER	Officer	Dec 05 '24	Proposed Sale	256.10	8,500	2,176,852		Dec 05 04:05 PM
Locoh-Donou Francois	President, CEO & Director	Dec 03 '24	Sale	251.18	1,450	364,211	153,411	Dec 04 04:44 PM
FRANCOIS LOCOH-DONOU	Officer	Dec 03 '24	Proposed Sale	251.18	1,450	364,211		Dec 03 04:02 PM
HIGGINSON ALAN	Director	Nov 19 '24	Sale	239.77	825	197,810	9,882	Nov 21 05:22 PM
HIGGINSON ALAN	Director	Nov 19 '24	Proposed Sale	239.77	825	197,813		Nov 19 05:20 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	Nov 04 '24	Sale	231.93	4,461	1,034,632	29,374	Nov 06 04:53 PM
Locoh-Donou Francois	President, CEO & Director	Nov 04 '24	Sale	231.94	1,450	336,307	154,861	Nov 06 04:53 PM
Rogers Scot Frazier	EVP and General Counsel	Nov 04 '24	Sale	231.86	4,535	1,051,505	22,314	Nov 06 04:53 PM
FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	Nov 04 '24	Sale	231.90	3,932	911,846	20,386	Nov 06 04:53 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	Nov 01 '24	Option Exercise	0.00	2,524	0	39,949	Nov 05 06:00 PM
SPRAGUE KARA LYNN	EVP & GM, Application Services	Nov 01 '24	Option Exercise	0.00	2,779	0	78,198	Nov 05 05:59 PM
Rogers Scot Frazier	EVP and General Counsel	Nov 01 '24	Option Exercise	0.00	2,009	0	31,742	Nov 05 05:59 PM
Pelzer Francis J.	EVP, Chief Financial Officer	Nov 01 '24	Option Exercise	0.00	2,169	0	43,285	Nov 05 05:59 PM
Locoh-Donou Francois	President, CEO & Director	Nov 01 '24	Option Exercise	0.00	6,610	0	179,130	Nov 05 05:59 PM
FOUNTAIN THOMAS DEAN	EVP Global Services & Strategy	Nov 01 '24	Option Exercise	0.00	2,730	0	32,852	Nov 05 05:58 PM
THOMAS D FOUNTAIN	Officer	Nov 04 '24	Proposed Sale	231.90	3,932	911,845		Nov 04 04:11 PM
SCOT FRAZIER ROGERS	Officer	Nov 04 '24	Proposed Sale	231.87	4,535	1,051,510		Nov 04 04:10 PM
FRANCOIS LOCOH-DONOU	Officer	Nov 04 '24	Proposed Sale	231.94	1,450	336,308		Nov 04 04:08 PM
CHAD WHALEN	Officer	Nov 04 '24	Proposed Sale	231.93	4,461	1,034,646		Nov 04 04:07 PM
Pelzer Francis J.	EVP, Chief Financial Officer	Oct 21 '24	Sale	217.67	600	130,602	29,825	Oct 22 04:44 PM
FRANK PELZER	Officer	Oct 21 '24	Proposed Sale	217.67	600	130,602		Oct 21 04:24 PM
Locoh-Donou Francois	President, CEO & Director	Oct 03 '24	Sale	218.26	1,450	316,477	121,122	Oct 04 04:20 PM
FRANCOIS LOCOH-DONOU	Officer	Oct 03 '24	Proposed Sale	218.26	1,450	316,477		Oct 03 04:16 PM
Pelzer Francis J.	EVP, Chief Financial Officer	Sep 20 '24	Sale	217.50	600	130,500	30,425	Sep 24 05:12 PM
FRANK PELZER	Officer	Sep 20 '24	Proposed Sale	217.50	600	130,500		Sep 20 04:05 PM
HIGGINSON ALAN	Director	Sep 09 '24	Sale	201.65	1,000	201,650	10,707	Sep 10 05:21 PM
HIGGINSON ALAN	Director	Sep 09 '24	Proposed Sale	201.65	1,000	201,650		Sep 09 06:11 PM
Locoh-Donou Francois	President, CEO & Director	Sep 03 '24	Sale	202.00	1,450	292,900	122,572	Sep 03 04:36 PM
FRANCOIS LOCOH-DONOU	Officer	Sep 03 '24	Proposed Sale	202.00	1,450	292,900		Sep 03 04:16 PM
Pelzer Francis J.	EVP, Chief Financial Officer	Aug 26 '24	Sale	200.00	100	20,000	31,025	Aug 27 05:27 PM
FRANK PELZER	Officer	Aug 26 '24	Proposed Sale	200.00	100	20,000		Aug 26 04:12 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	Aug 22 '24	Sale	198.88	5,493	1,092,474	21,738	Aug 23 04:19 PM
CHAD WHALEN	Officer	Aug 22 '24	Proposed Sale	198.89	5,493	1,092,487		Aug 22 04:19 PM
Pelzer Francis J.	EVP, Chief Financial Officer	Aug 20 '24	Sale	196.73	500	98,365	31,125	Aug 21 05:07 PM
FRANK PELZER	Officer	Aug 20 '24	Proposed Sale	196.73	500	98,365		Aug 20 04:16 PM
Locoh-Donou Francois	President, CEO & Director	Aug 05 '24	Sale	188.35	1,450	273,108	124,022	Aug 06 04:18 PM
WHALEN CHAD MICHAEL	EVP, Worldwide Sales	Aug 01 '24	Option Exercise	0.00	2,522	0	28,222	Aug 05 04:50 PM
SPRAGUE KARA LYNN	EVP & GM, Application Services	Aug 01 '24	Option Exercise	0.00	2,776	0	62,107	Aug 05 04:49 PM
Rogers Scot Frazier	EVP and General Counsel	Aug 01 '24	Option Exercise	0.00	2,011	0	20,084	Aug 05 04:47 PM
Pelzer Francis J.	EVP, Chief Financial Officer	Aug 01 '24	Option Exercise	0.00	2,169	0	32,477	Aug 05 04:45 PM
Locoh-Donou Francois	President, CEO & Director	Aug 01 '24	Option Exercise	0.00	6,609	0	128,071	Aug 05 04:44 PM

Peers: ADP PAYX TNET PCTY MAN RHI KFRC HSII DHX ASGN

| Held by: VTI IJH SCHD VB IWM VXF VBR XMHQ IWO MDY

Index	RUT	P/E	36.37	EPS (ttm)	1.65	Insider Own	5.39%	Shs Outstand	36.70M	Perf Week	0.18%
Market Cap	2.26B	Forward P/E	16.28	EPS next Y	3.69	Insider Trans	-3.09%	Shs Float	35.60M	Perf Month	-7.81%
Enterprise Value	2.06B	PEG	5.93	EPS next Q	0.41	Inst Own	99.63%	Short Float	6.65%	Perf Quarter	-31.74%
Income	63.00M	P/S	0.34	EPS this Y	-30.78%	Inst Trans	2.11%	Short Ratio	4.63	Perf Half Y	-21.34%
Sales	6.64B	P/B	18.54	EPS next Y	48.99%	ROA	2.95%	Short Interest	2.37M	Perf YTD	-22.44%
Book/sh	3.24	P/C	3.52	EPS next 5Y	6.13%	ROE	48.65%	52W High	104.90 -42.69%	Perf Year	-34.24%
Cash/sh	17.06	P/FCF	323.16	EPS past 3/5Y	-9.06% -8.34%	ROIC	11.35%	52W Low	57.87 3.89%	Perf 3Y	-35.61%
Dividend Est.	2.61 (4.34%)	EV/EBITDA	16.99	Sales past 3/5Y	9.79% 8.81%	Gross Margin	14.65%	Volatility	2.32% 2.58%	Perf 5Y	-5.40%
Dividend TTM	2.40 (3.99%)	EV/Sales	0.31	EPS Y/Y TTM	-60.33%	Oper. Margin	1.16%	ATR (14)	1.75	Perf 10Y	134.32%
Dividend Ex-Date	Jun 06, 2025	Quick Ratio	1.13	Sales Y/Y TTM	1.90%	Profit Margin	0.95%	RSI (14)	35.63	Recom	3.00
Dividend Gr. 3/5Y	10.64% 14.58%	Current Ratio	1.13	EPS Q/Q	-35.44%	SMA20	-1.78%	Beta	0.49	Target Price	73.75
Payout	98.97%	Debt/Eq	3.66	Sales Q/Q	3.39%	SMA50	-9.39%	Rel Volume	1.16	Prev Close	59.26
Employees	4500	LT Debt/Eq	3.66	Earnings	Apr 29 BMO	SMA200	-23.57%	Avg Volume	511.73K	Price	60.12
IPO	Jan 29, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	-22.32% -0.15%	Trades		Volume	595,838	Change	1.45%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-22-24	Initiated	JP Morgan	Underweight	$90
Sep-24-24	Downgrade	William Blair	Outperform → Mkt Perform
Apr-24-23	Downgrade	Truist	Buy → Hold	$128
Jul-13-21	Initiated	William Blair	Outperform
Feb-12-20	Downgrade	Robert W. Baird	Outperform → Neutral	$107 → $73
Apr-30-19	Upgrade	SunTrust	Hold → Buy
Aug-02-18	Downgrade	First Analysis Sec	Overweight → Equal-Weight	$102
Aug-01-17	Upgrade	ROTH Capital	Neutral → Buy	$92
Feb-14-17	Upgrade	First Analysis Sec	Equal-Weight → Overweight	$84 → $98
Feb-14-17	Downgrade	ROTH Capital	Buy → Neutral
Jul-07-16	Downgrade	First Analysis Sec	Overweight → Equal-Weight	$84
Apr-29-16	Upgrade	Robert W. Baird	Neutral → Outperform	$50 → $59
Feb-16-16	Upgrade	First Analysis Sec	Equal-Weight → Overweight	$58
Feb-11-15	Upgrade	ROTH Capital	Neutral → Buy	$32 → $49
Nov-04-14	Reiterated	ROTH Capital	Neutral	$30 → $32

Show Previous Ratings

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May-22-25 09:00AM	Insperity Declares Quarterly Dividend of $0.60 (Business Wire)
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May-08-25 11:02AM	Insperity Stock Declines 17% After Reporting Q1 Earnings Miss (Zacks)
May-07-25 08:00AM	Here's Why Insperity (NSP) Rose in Q1 (Insider Monkey)
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Apr-28-25 09:55PM	Insperity Inc (NSP) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
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03:01AM	Earnings To Watch: Insperity (NSP) Reports Q1 Results Tomorrow (StockStory)
Apr-18-25 09:00AM	Insperity First Quarter Earnings Conference Call Tuesday, April 29 (Business Wire)
Apr-17-25 08:35AM	FIDU: Industrials Dashboard For April (Seeking Alpha)
Apr-08-25 06:20AM	Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now? (Zacks)
Apr-07-25 05:05AM	Insperity (NSP): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
Mar-22-25 12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Mar-21-25 06:20AM	Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar? (Zacks)
Mar-20-25 12:23PM	Accenture Earnings Miss Estimates in Q2, Revenues Increase Y/Y (Zacks)
Mar-19-25 09:00AM	2 Services Stocks to Target This Week and 1 to Avoid (StockStory)
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Mar-12-25 11:30AM	Insperity (NSP) Up 4.8% Since Last Earnings Report: Can It Continue? (Zacks)
Feb-27-25 09:00AM	Insperity Declares Quarterly Dividend of $0.60 (Business Wire)
Feb-11-25 04:01AM	Q4 2024 Insperity Inc Earnings Call (Thomson Reuters StreetEvents) +5.70%
02:05AM	Insperity Inc (NSP) Q4 2024 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Feb-10-25 09:10AM	Insperity, Inc. (NSP) Q4 Earnings and Revenues Top Estimates (Zacks) +16.21%
08:00AM	Loading…
08:00AM	Insperity Announces Fourth Quarter and Full Year 2024 Results (Business Wire)
Feb-07-25 07:07AM	Insperity Inc (NSP) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Jan-29-25 06:02PM	Insperity Fourth Quarter Earnings Conference Call Monday, February 10 (Business Wire)
Dec-19-24 08:10AM	Bear Of The Day: Insperity (NSP) (Zacks)
Dec-17-24 09:00AM	Insperity Announces Talent Strategy Research (Business Wire)
Nov-22-24 09:00AM	Insperity Declares Quarterly Dividend of $0.60 (Business Wire)
Nov-01-24 11:00AM	Insperity Inc (NSP) Q3 2024 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Oct-31-24 11:29AM	Heres Why Diamond Hill Small Cap Fund Added Insperity (NSP) on Dip (Insider Monkey)
09:15AM	Insperity, Inc. (NSP) Beats Q3 Earnings Estimates (Zacks)
08:00AM	Insperity Announces Third Quarter Results (Business Wire)
Oct-30-24 09:10AM	Insperity Inc (NSP) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-24-24 02:00PM	Inc. Names Insperity as a 2024 Power Partner Award Winner (Business Wire)
Oct-18-24 09:00AM	Insperity Third Quarter Earnings Conference Call Thursday, October 31 (Business Wire)
Oct-09-24 03:42PM	Insperity Inc (NSP) Q2 2024 Earnings Call Highlights: Strong EPS Growth Amid Economic Challenges (GuruFocus.com)
Sep-16-24 11:33AM	Reasons for the Fall of Insperity (NSP) Stock in Q2 (Insider Monkey)
Aug-27-24 04:05PM	Insperity Announces Upcoming Retirement of CFO Douglas S. Sharp and Names Insperity Veteran James D. Allison as Successor (Business Wire)
Aug-21-24 11:04AM	Reasons to Retain Insperity (NSP) Stock in Your Portfolio Now (Zacks)
09:00AM	Insperity Declares Quarterly Dividend of $0.60 (Business Wire)
Aug-07-24 11:59AM	Insperity (NSP) Stock Declines 4% Despite Q2 Earnings Beat (Zacks)
Aug-01-24 09:15AM	Insperity, Inc. (NSP) Tops Q2 Earnings Estimates (Zacks) -5.23%
08:00AM	Insperity Announces Second Quarter Results (Business Wire)
Jul-23-24 04:30PM	Insperity Second Quarter Earnings Conference Call Thursday, August 1 (Business Wire)
Jul-09-24 09:15AM	Growing PEO Industry Aids Insperity (NSP) Despite Rising Costs (Zacks)
Jun-03-24 10:30AM	Healthcare Workforce Management System Market Worth $2.8 billion MarketsandMarkets (PR Newswire)
May-25-24 02:43AM	Insider Sale: Director John Morphy Sells Shares of Insperity Inc (NSP) (GuruFocus.com)
May-23-24 08:15AM	Insperity Appoints New Independent Director (Business Wire)
08:00AM	Insperity Raises Quarterly Dividend (Business Wire)
May-11-24 02:43AM	Insider Sale: EVP Finance, CFO & Treasurer Douglas Sharp Sells Shares of Insperity Inc (NSP) (GuruFocus.com)
May-10-24 04:26PM	Insperity Insider Sold Shares Worth $544,498, According to a Recent SEC Filing (MT Newswires)
May-09-24 11:45AM	Insperity (NSP) Stock Barely Moves Despite Q1 Earnings Beat (Zacks)
May-03-24 02:13PM	Insperity, Inc. (NYSE:NSP) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 03:06AM	Insperity Inc (NSP) (Q1 2024) Earnings Call Transcript Highlights: Surpassing Expectations with ... (GuruFocus.com)
May-01-24 10:35PM	Q1 2024 Insperity Inc Earnings Call (Thomson Reuters StreetEvents)
12:53PM	NSP Stock Earnings: Insperity Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:01AM	Insperity Shares Rise After Higher Q1 Revenue, 2024 Adjusted EPS Outlook (MT Newswires)
09:33AM	Insperity Inc (NSP) Q1 Earnings: Aligns Closely with Analyst Projections Amid Economic Challenges (GuruFocus.com)
09:15AM	Insperity, Inc. (NSP) Q1 Earnings Surpass Estimates (Zacks)
08:00AM	Insperity Announces First Quarter Results (Business Wire)
Apr-19-24 09:00AM	Insperity First Quarter Earnings Conference Call Wednesday, May 1 (Business Wire)
Mar-21-24 04:30PM	Insperity to Host Investor Day (Business Wire)
Mar-08-24 05:19AM	Do You Believe in the Positive Outlook of Insperity (NSP)? (Insider Monkey)
02:10AM	Here's Why Envista Holdings Corporation (NVST) Offers an Attractive Opportunity (Insider Monkey)
02:01AM	Is GoDaddy (GDDY) an Attractive Business? (Insider Monkey)
Feb-22-24 02:00PM	Insperity Announces New Business Outlook Report 2024 (Business Wire)
09:00AM	Insperity Declares Quarterly Dividend of $0.57 (Business Wire)
Feb-13-24 12:50PM	Insperity (NSP) Stock Barely Moves Despite Q4 Earnings Beat (Zacks)
Feb-09-24 11:10AM	Insperity, Inc. (NYSE:NSP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-08-24 10:40PM	Q4 2023 Insperity Inc Earnings Call (Thomson Reuters StreetEvents) -14.78%
09:15AM	Insperity, Inc. (NSP) Q4 Earnings and Revenues Beat Estimates (Zacks)
08:34AM	Insperity Inc (NSP) Reports Solid Year Despite Economic Headwinds (GuruFocus.com)
08:00AM	Insperity Announces Fourth Quarter and Full Year 2023 Results (Business Wire)
07:55AM	Workday and Insperity Announce Exclusive Strategic Partnership to Provide Best in Class HR Service and Technology to Small and Midsize Businesses (Business Wire)
Jan-26-24 09:00AM	Insperity Fourth Quarter Earnings Conference Call Thursday, February 8 (Business Wire)
Jan-10-24 02:40PM	Insperity Receives Prestigious Workplace Achievement Awards (Business Wire)
Dec-29-23 12:30PM	Insperity (NSP) Surges 20% in 3 Months: Here's What to Know (Zacks)
Dec-05-23 10:31AM	Here's Why Insperity (NSP) Deserves to be Retained Right Now (Zacks)
Dec-01-23 05:10AM	Insperity Inc's Dividend Analysis (GuruFocus.com)
Nov-30-23 11:30AM	Insperity, Inc. (NSP) Up 7.9% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-16-23 09:00AM	Insperity Declares Quarterly Dividend of $0.57 (Business Wire)
Nov-03-23 12:20PM	Insperity (NSP) Gains 1.6% Post Q3 Revenue and Earnings Beat (Zacks)
08:50AM	Insperity, Inc. (NSP) Shows Fast-paced Momentum But Is Still a Bargain Stock (Zacks)
Nov-01-23 12:59PM	Insperity, Inc. (NYSE:NSP) Q3 2023 Earnings Call Transcript (Insider Monkey)
07:50AM	Stock Market News for Nov 01, 2023 (Zacks)
Oct-31-23 10:31PM	Q3 2023 Insperity Inc Earnings Call (Thomson Reuters StreetEvents) +9.69%
09:36AM	Insperity Inc (NSP) Reports 18% Rise in Q3 Net Income and Diluted EPS (GuruFocus.com)
09:15AM	Insperity, Inc. (NSP) Q3 Earnings and Revenues Surpass Estimates (Zacks)
08:00AM	Insperity Announces Third Quarter Results (Business Wire)
Oct-24-23 09:05AM	Insperity (NSP) Rides on a Diverse Revenue Base Amid High Costs (Zacks)
Oct-21-23 08:03AM	2 Magnificent Stocks to Buy That Are Near 52-Week Lows (Motley Fool)
Oct-20-23 09:00AM	Insperity Third Quarter Earnings Conference Call Tuesday, October 31 (Business Wire)

Insperity, Inc. engages in the provision of human resources and business solutions designed to help improve business performance. The firm also offers payroll and employment administration, employee benefits, workers' compensation, government compliance, performance management, and training and development services along with cloud-based human capital management platform. The company was founded by Paul J. Sarvadi in April 1986 and is headquartered in Kingwood, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SARVADI PAUL J	Chairman of the Board & CEO	May 06 '25	Sale	65.20	19,738	1,286,918	438,851	May 07 05:36 PM
SARVADI PAUL J	Chairman of the Board & CEO	May 05 '25	Sale	65.26	14,203	926,888	458,589	May 07 05:36 PM
SARVADI PAUL J	Officer	May 06 '25	Proposed Sale	65.20	19,738	1,286,989		May 06 04:25 PM
SARVADI PAUL J	Officer	May 05 '25	Proposed Sale	65.26	14,203	926,946		May 05 04:40 PM
ARIZPE ARTHUR A	President and COO	Mar 10 '25	Sale	95.11	1,465	139,336	83,097	Mar 12 04:28 PM
ARIZPE ARTHUR A	Officer	Mar 10 '25	Proposed Sale	95.11	1,465	139,330		Mar 10 04:18 PM
ALLISON JAMES D	EVP, Finance, CFO & Treasurer	Feb 07 '25	Option Exercise	0.00	2,378	0	53,596	Mar 04 05:16 PM
SARVADI PAUL J	Chairman of the Board & CEO	Feb 07 '25	Option Exercise	0.00	21,678	0	483,262	Mar 04 05:14 PM
ARIZPE ARTHUR A	President and COO	Feb 07 '25	Option Exercise	0.00	4,726	0	83,277	Mar 04 05:11 PM
SARVADI PAUL J	Chairman of the Board & CEO	Feb 11 '25	Sale	84.32	25,000	2,108,023	436,584	Feb 13 04:30 PM
ARIZPE ARTHUR A	President and COO	Feb 11 '25	Sale	84.68	6,000	508,108	72,551	Feb 13 04:29 PM
MASTERSON ELLEN H	Director	Feb 12 '25	Buy	85.75	1,755	150,491	16,612	Feb 13 04:27 PM
ARIZPE ARTHUR A	Officer	Feb 11 '25	Proposed Sale	84.69	6,000	508,110		Feb 11 04:10 PM
SARVADI PAUL J	Officer	Feb 11 '25	Proposed Sale	84.32	25,000	2,107,992		Feb 11 03:40 PM
SARVADI PAUL J	Chairman of the Board & CEO	Nov 06 '24	Sale	81.00	31,999	2,592,048	461,584	Nov 08 04:33 PM
SARVADI PAUL J	Officer	Nov 06 '24	Proposed Sale	81.01	31,999	2,592,106		Nov 06 01:24 PM
SARVADI PAUL J	Chairman of the Board & CEO	Aug 23 '24	Sale	93.60	15,546	1,455,044	493,583	Aug 26 04:27 PM
SARVADI PAUL J	Officer	Aug 23 '24	Proposed Sale	93.16	15,546	1,448,265		Aug 23 02:37 PM
SARVADI PAUL J	Chairman of the Board & CEO	Aug 08 '24	Sale	92.23	16,123	1,486,951	509,129	Aug 12 04:22 PM
SARVADI PAUL J	Officer	Aug 08 '24	Proposed Sale	92.22	16,123	1,486,931		Aug 08 04:04 PM

Peers: GOOGL ROKU MGNI PUBM PERI APPS SNAP SPOT TME

| Held by: VTI VO QQQ VXF VUG VOT IWP IWF IWR QQQM

Index	NDX	P/E	88.04	EPS (ttm)	0.82	Insider Own	9.33%	Shs Outstand	448.02M	Perf Week	4.53%
Market Cap	35.38B	Forward P/E	64.21	EPS next Y	1.12	Insider Trans	-3.33%	Shs Float	445.60M	Perf Month	-3.86%
Enterprise Value	33.97B	PEG	-	EPS next Q	0.18	Inst Own	71.43%	Short Float	5.01%	Perf Quarter	28.90%
Income	412.09M	P/S	13.77	EPS this Y	-48.91%	Inst Trans	-2.79%	Short Ratio	2.34	Perf Half Y	-41.92%
Sales	2.57B	P/B	13.02	EPS next Y	32.19%	ROA	7.95%	Short Interest	22.31M	Perf YTD	-38.75%
Book/sh	5.53	P/C	20.33	EPS next 5Y	-3.54%	ROE	16.88%	52W High	141.53 -49.13%	Perf Year	-26.32%
Cash/sh	3.54	P/FCF	50.88	EPS past 3/5Y	41.52% 28.15%	ROIC	13.83%	52W Low	42.96 67.57%	Perf 3Y	51.65%
Dividend Est.	-	EV/EBITDA	62.60	Sales past 3/5Y	26.90% 29.90%	Gross Margin	80.11%	Volatility	4.07% 3.75%	Perf 5Y	75.57%
Dividend TTM	-	EV/Sales	13.22	EPS Y/Y TTM	103.31%	Oper. Margin	17.63%	ATR (14)	3.08	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.81	Sales Y/Y TTM	25.07%	Profit Margin	16.04%	RSI (14)	54.52	Recom	1.73
Dividend Gr. 3/5Y	- -	Current Ratio	1.81	EPS Q/Q	58.49%	SMA20	1.60%	Beta	1.36	Target Price	87.33
Payout	0.00%	Debt/Eq	0.12	Sales Q/Q	25.40%	SMA50	7.16%	Rel Volume	0.82	Prev Close	69.33
Employees	3522	LT Debt/Eq	0.10	Earnings	May 08 AMC	SMA200	-23.48%	Avg Volume	9.55M	Price	71.99
IPO	Sep 21, 2016	Option/Short	Yes / Yes	EPS/Sales Surpr.	-27.43% 7.08%	Trades		Volume	7,832,011	Change	3.84%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-27-25	Upgrade	Evercore ISI	In-line → Outperform	$90
Jun-26-25	Downgrade	Wells Fargo	Overweight → Equal Weight	$68
May-09-25	Reiterated	Wedbush	Outperform	$80 → $86
May-09-25	Reiterated	Truist	Buy	$95 → $100
May-09-25	Reiterated	Piper Sandler	Neutral	$55 → $65
May-09-25	Reiterated	Morgan Stanley	Overweight	$60 → $80
May-09-25	Reiterated	KeyBanc Capital Markets	Overweight	$67 → $80
May-09-25	Reiterated	Guggenheim	Buy	$110 → $90
May-09-25	Reiterated	DA Davidson	Buy	$103 → $92
May-09-25	Reiterated	Citizens JMP	Mkt Outperform	$115 → $100
May-09-25	Reiterated	Citigroup	Buy	$63 → $82
Apr-17-25	Resumed	Piper Sandler	Neutral	$55
Apr-02-25	Reiterated	Jefferies	Buy	$120 → $75
Mar-13-25	Downgrade	Cleveland Research	Buy → Neutral
Mar-07-25	Upgrade	The Benchmark Company	Sell → Hold
Feb-13-25	Downgrade	Evercore ISI	Outperform → In-line	$135 → $90
Jan-21-25	Initiated	JMP Securities	Mkt Outperform	$150
Jan-15-25	Reiterated	BMO Capital Markets	Outperform	$125 → $160
Dec-05-24	Initiated	Scotiabank	Sector Perform	$133
Nov-25-24	Upgrade	New Street	Sell → Neutral	$85 → $115

Show Previous Ratings

Today 04:22PM	Stock Market Today: Dow Jones Up As Apple, Palantir Surge; Robinhood Soars To New Highs On These Moves (Investor's Business Daily)
01:52PM	Why The Trade Desk (TTD) Stock Is Up Today (StockStory)
Jun-28-25 10:01AM	Nike, Boeing and Alphabet upgraded: Wall Streets top analyst calls (TipRanks)
Jun-27-25 02:15PM	AppLovin's Premium Valuation Rests on Margin Strength and AXON Scale (Zacks)
12:21PM	Shell denies deal talks with BP, Micron reports Q3 beat: Morning Buzz (TipRanks)
09:59AM	Loading…
09:59AM	Nike, Boeing and Alphabet upgraded: Wall Street's top analyst calls (The Fly)
04:32AM	This Artificial Intelligence (AI) Powerhouse Could Be Just Getting Started (Motley Fool)
Jun-26-25 11:06AM	The Trade Desk stock falls after Wells Fargo downgrade on Amazon threat (Investing.com)
10:24AM	Is The Trade Desk Stock a Buy Now? (Motley Fool)
09:49AM	General Mills upgraded, Trade Desk downgraded: Wall Street's top analyst calls (The Fly)
08:24AM	The Trade Desk's CTV Business Driving Growth: Can the Momentum Hold? (Zacks)
Jun-25-25 07:00PM	Is The Trade Desk Stock Worth the Hype? Here's What Our Experts Think. (Motley Fool)
05:45PM	The Trade Desk (TTD) Stock Moves -2.84%: What You Should Know (Zacks)
03:00AM	Additional Listing (Business Wire)
Jun-24-25 03:13PM	The Trade Desk, Inc. (TTD): A Bull Case Theory (Insider Monkey)
09:00AM	Loading…
09:00AM	The Trade Desk (TTD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jun-23-25 09:30AM	The Trade Desk (TTD) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
08:53AM	TTD Global Momentum Increases as International Growth Overtakes U.S. (Zacks)
12:32AM	1 Nasdaq 100 Stock to Target This Week and 2 to Steer Clear Of (StockStory)
Jun-20-25 10:17AM	The Trade Desk vs. PubMatic: Which Ad-Tech Stock Is the Better Pick? (Zacks)
12:33AM	1 Volatile Stock with Impressive Fundamentals and 2 to Be Wary Of (StockStory)
Jun-19-25 09:22AM	The Trade Desk Repurchases $386M Stock: A Smart Capital Move? (Zacks)
04:00AM	2 Ad Tech Stocks That Could Help Make You a Fortune (Motley Fool)
03:12AM	History Says the Nasdaq Will Soar: 1 Brilliant AI Stock to Buy Now, According to Wall Street (Motley Fool)
Jun-18-25 11:02AM	AppLovin's CTV Expansion: Wurl Unlocks New Growth Channels (Zacks)
10:25AM	The Trade Desk Expands CTV Ad Partnership With HOY in Hong Kong (Zacks)
Jun-17-25 10:19PM	The Trade Desk and HOY Expand Strategic Partnership to Advance Programmatic CTV Advertising in Hong Kong (PR Newswire)
09:06AM	Roku upgraded as ad tie-up with Amazon to boost its 2026 earnings (Investing.com)
Jun-16-25 09:57AM	The Trade Desk stock falls on Amazon-Roku partnership concerns (Investing.com)
Jun-15-25 06:45AM	AI Beyond Data Centers: 3 Stocks Poised to Dominate AI's Next Big Move (Motley Fool)
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Jun-12-25 04:30AM	Don't Miss This Incredible Opportunity: 1 Growth Stock Down 48% to Buy Now (Motley Fool)
Jun-11-25 09:38AM	TTD, CART Deepen Alliance to Transform Retail Media on Open Internet (Zacks)
09:00AM	The Trade Desk (TTD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
12:30AM	3 Growth Stocks Set to Flourish (StockStory)
Jun-10-25 09:00AM	Advertisers Gain Real-Time Customizable Audiences and Always-On Measurement with Instacart and The Trade Desk (PR Newswire)
08:09AM	The Trade Desk Transforms Digital Advertising With Deal Desk (Zacks)
06:01AM	EDO and The Trade Desk Bring New CTV Measurement Approach to Programmatic Media Buying (Business Wire)
Jun-09-25 12:00PM	The Trade Desk to Launch Deal Desk - A Revolutionary Approach to Understanding and Managing Digital Advertising Deal Performance (Business Wire)
03:50AM	2 AI Stocks Down 49% and 86% to Buy Before They Soar, According to Certain Wall Street Analysts (Motley Fool)
Jun-08-25 08:30AM	Is The Trade Desk Still a Long-Term Winner? (Motley Fool)
Jun-06-25 09:30AM	Wall Street Analysts See The Trade Desk (TTD) as a Buy: Should You Invest? (Zacks)
08:38AM	The Trade Desk Tanks 47% in Six Months: Should You Avoid TTD Stock? (Zacks)
12:35AM	2 Large-Cap Stocks Worth Investigating and 1 to Approach with Caution (StockStory)
Jun-03-25 09:30PM	Cramer: Should've Told Investors To 'Pull The Trigger' On Trade Desk, Can't Believe 'How Low' Gentex Has Fallen (Benzinga)
Jun-02-25 06:24PM	Why The Trade Desk Stock Popped 40% in May (Motley Fool)
Jun-01-25 04:25AM	3 Top Tech Stocks to Buy in June (Motley Fool)
May-31-25 08:15AM	3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025 (Motley Fool)
May-28-25 09:00AM	Investors Heavily Search The Trade Desk (TTD): Here is What You Need to Know (Zacks)
04:50AM	2 Growth Stocks Down 50% to Buy Right Now (Motley Fool)
May-27-25 08:23AM	The Trade Desk (TTD) Slid on an Earnings Miss (Insider Monkey)
May-26-25 09:37AM	The Trade Desk vs. Criteo: Which Ad Tech Stock is the Better Buy Now? (Zacks)
May-24-25 08:32AM	Trade Desk Silences Critics; Recovery Looks Poised to Continue (MarketBeat)
May-22-25 04:32PM	Was Jim Cramer Right About The Trade Desk, Inc. (TTD)? (Insider Monkey)
08:30AM	The Nasdaq Bounces Back: 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar (Motley Fool)
04:00AM	2 Nasdaq-100 Stocks I'd Buy Without Hesitation Right Now (Motley Fool)
May-21-25 04:19PM	Hinge Health, MNTN IPOs Test Strength of US Listing Rebound (Bloomberg)
09:30AM	Should You Invest in The Trade Desk (TTD) Based on Bullish Wall Street Views? (Zacks)
May-20-25 10:59AM	Criteo Stock Plunges 29% YTD: Should You Buy the Dip or Wait? (Zacks)
10:35AM	Tesla's Texas Plan B if Delaware wont reinstate Elon Musk's pay. It's not about the money, says Elon. (Yahoo Finance)
09:34AM	The Texas Plan B if Delaware wont reinstate Elon Musk's Tesla pay haul (Yahoo Finance)
May-19-25 12:44AM	2 Mooning Stocks with Impressive Fundamentals and 1 to Question (StockStory)
May-18-25 06:57AM	Jim Cramer On Trade Desk (TTD): "All the Problems Are Fixed" (Insider Monkey)
05:25AM	Should You Buy These Beaten-Down Nasdaq-100 Stocks? (Motley Fool)
May-17-25 06:01PM	5 Supercharged Growth Stocks I Bought During Last Month's Stock Market Crash (Motley Fool)
May-15-25 11:19AM	Pinterest: Wolfe Research upgrades stock as macro overhang more muted (Investing.com)
09:05AM	1 Top Artificial Intelligence (AI) Stock Down 32% to Buy Before It Skyrockets (Motley Fool)
03:56AM	The Trade Desk Stock Has Soared in May. Can This Momentum Continue? (Motley Fool)
May-14-25 09:00AM	Here is What to Know Beyond Why The Trade Desk (TTD) is a Trending Stock (Zacks)
04:05AM	3 Top Tech Stocks That Could Make You a Millionaire (Motley Fool)
May-13-25 04:49PM	The Trade Desk, Inc. (TTD): Among Advertising & Media Stocks That Could Tank If Recession Hits (Insider Monkey)
11:25AM	Should You Hold or Sell The Trade Desk Stock Post Q1 Earnings? (Zacks)
09:00AM	The Trade Desk Announces OpenSincera, a New Application that Delivers Greater Visibility into Advertising Performance and Health of the Digital Advertising Supply Chain (Business Wire)
08:49AM	Should You Consider Increasing Your Holdings in The Trade Desk (TTD)? (Insider Monkey)
May-12-25 08:00AM	The Trade Desk Rockets 21% -- But Is Its Sky-High Valuation About to Crash? (GuruFocus.com) +11.77%
07:45AM	These High-Growth Stocks Were Down Over 50% This Year. Is It Time to Buy Them? (Motley Fool)
May-11-25 04:46AM	My 3 Top Stocks Down 20% or More to Buy Hand Over Fist Right Now (Motley Fool)
May-10-25 09:37AM	Why The Trade Desk, Inc. (TTD) Skyrocketed This Week (Insider Monkey)
08:27AM	AppLovin (APP) Goes All In on AI-Powered Digital Advertising (TipRanks)
04:59AM	3 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run (Motley Fool)
04:32AM	3 Great Earnings You Might Have Missed This Week (Motley Fool)
May-09-25 07:55PM	Why Trade Desk, Inc. (TTD) Soared On Friday (Insider Monkey) +18.60% +11.77%
04:46PM	Trade Desk Jumps on AI-Driven Q1 Beat (GuruFocus.com)
01:21PM	Trade Desk Stock Is Surging on Earnings. There Are Significant Opportunities. (Barrons.com)
11:06AM	BP takeover reports, Grindr dips on revenue, Trade Desk soars (Yahoo Finance Video)
10:26AM	Why The Trade Desk Stock Soared After Earnings (Motley Fool)
09:54AM	TTD Q1 Earnings Call: Upgrades and Industry Shifts Position The Trade Desk for Market Share Gains (StockStory)
08:40AM	The Trade Desk: Back to a Beat (Motley Fool)
08:24AM	Q1 2025 Trade Desk Inc Earnings Call (Thomson Reuters StreetEvents)
03:53AM	The Trade Desk Inc (TTD) Q1 2025 Earnings Call Highlights: Surging Revenue and Strategic Growth ... (GuruFocus.com)
May-08-25 08:51PM	Think The Trade Desk's Best Days Are Behind It? Think again. (Motley Fool) +6.09%
05:38PM	Affirm, Pinterest, The Trade Desk: Trending Tickers (Yahoo Finance Video)
05:20PM	The Trade Desk (TTD) Q1 Earnings and Revenues Top Estimates (Zacks)
04:17PM	The Trade Desk: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	The Trade Desk Reports First Quarter 2025 Financial Results (Business Wire)
07:23AM	Market Jitters Creating the Perfect Storm: 2 Artificial Intelligence (AI) Stocks at Bargain Prices (Motley Fool)
May-07-25 07:17PM	Tracking Baillie Gifford's 13F Portfolio - Q1 2025 Update (Seeking Alpha)
05:30PM	Zillow (Z) Q1 Earnings Lag Estimates (Zacks)
03:11PM	The Trade Desk, Inc. (TTD): A Bull Case Theory (Insider Monkey)
01:40PM	The Trade Desk Q1 Preview: What to expect (Seeking Alpha)
09:45AM	Prediction: 2 Supercharged Tech Stocks That Will Soar Again (Motley Fool)

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schenkein Laura	Chief Financial Officer	May 16 '25	Sale	76.66	4,809	368,662	745,902	May 19 07:19 PM
LAURA SCHENKEIN	Officer	May 16 '25	Proposed Sale	76.67	4,809	368,682		May 16 04:08 PM
WELLS DAVID B	Director	May 13 '25	Option Exercise	58.28	28,638	1,669,057	95,623	May 15 05:05 PM
WELLS DAVID B	Director	May 13 '25	Sale	79.88	28,638	2,287,603	66,985	May 15 05:05 PM
Green Jeffrey Terry	President and CEO	May 12 '25	Sale	80.03	26,684	2,135,521	17,018	May 14 04:35 PM
Green Jeffrey Terry	President and CEO	May 13 '25	Sale	80.06	3,193	255,640	17,018	May 14 04:35 PM
WELLS DAVID B	Director	May 13 '25	Proposed Sale	79.88	28,638	2,287,700		May 13 07:25 PM
Green Jeffrey Terry	Officer	May 13 '25	Proposed Sale	80.03	396	31,691		May 13 04:46 PM
Schenkein Laura	Chief Financial Officer	May 09 '25	Sale	70.00	6,374	446,180	756,481	May 13 04:39 PM
Green Jeffrey Terry	Officer	May 12 '25	Proposed Sale	80.00	2,739	219,109		May 12 05:09 PM
LAURA SCHENKEIN	Officer	May 09 '25	Proposed Sale	70.00	6,374	446,180		May 09 04:04 PM
Green Jeffrey Terry	President and CEO	Feb 11 '25	Sale	120.68	400,000	48,271,897	3,700	Feb 13 04:24 PM
Green Jeffrey Terry	Officer	Feb 11 '25	Proposed Sale	120.64	40,000	4,825,638		Feb 11 04:57 PM
Green Jeffrey Terry	President and CEO	Jan 30 '25	Sale	121.82	143,985	17,540,007	3,700	Feb 03 08:09 PM
Jacobson Samantha	Chief Strategy Officer	Jan 28 '25	Option Exercise	73.23	4,298	314,738	93,244	Jan 30 09:42 PM
Jacobson Samantha	Chief Strategy Officer	Jan 28 '25	Sale	118.56	4,298	509,551	90,709	Jan 30 09:42 PM
Green Jeffrey Terry	Officer	Jan 30 '25	Proposed Sale	121.38	16,357	1,985,474		Jan 30 04:51 PM
SAMANTHA JACOBSON	Officer	Jan 28 '25	Proposed Sale	118.55	4,298	509,547		Jan 28 04:46 PM
Green Jeffrey Terry	President and CEO	Jan 21 '25	Sale	124.67	512,953	63,949,848	243,476	Jan 23 08:14 PM
Green Jeffrey Terry	President and CEO	Jan 22 '25	Sale	121.89	409,205	49,876,668	3,700	Jan 23 08:14 PM
Green Jeffrey Terry	Officer	Jan 22 '25	Proposed Sale	121.84	40,835	4,975,488		Jan 22 04:45 PM
Green Jeffrey Terry	Officer	Jan 21 '25	Proposed Sale	124.63	52,200	6,505,432		Jan 21 04:54 PM
Green Jeffrey Terry	President and CEO	Jan 07 '25	Sale	125.44	18,207	2,283,821	704,229	Jan 10 06:52 PM
Green Jeffrey Terry	Officer	Jan 07 '25	Proposed Sale	125.37	1,788	224,159		Jan 07 04:32 PM
Jacobson Samantha	Chief Strategy Officer	Dec 30 '24	Option Exercise	73.23	4,297	314,679	93,244	Jan 02 05:20 PM
Jacobson Samantha	Chief Strategy Officer	Dec 30 '24	Sale	119.46	4,297	513,316	90,709	Jan 02 05:20 PM
GRANT JAY R	Chief Legal Officer	Dec 30 '24	Option Exercise	63.51	17,782	1,129,412	177,971	Jan 02 04:15 PM
GRANT JAY R	Chief Legal Officer	Dec 30 '24	Sale	119.35	18,524	2,210,755	169,464	Jan 02 04:15 PM
JAY R GRANT	Officer	Dec 30 '24	Proposed Sale	119.34	18,524	2,210,717		Dec 30 04:09 PM
SAMANTHA JACOBSON	Officer	Dec 30 '24	Proposed Sale	119.46	4,297	513,325		Dec 30 04:02 PM
Green Jeffrey Terry	President and CEO	Dec 18 '24	Option Exercise	67.94	700,000	47,557,468	833,183	Dec 20 06:16 PM
Jacobson Samantha	Chief Strategy Officer	Nov 29 '24	Option Exercise	73.23	17,190	1,258,835	105,721	Dec 03 04:47 PM
Jacobson Samantha	Chief Strategy Officer	Nov 29 '24	Sale	128.25	22,062	2,829,525	90,709	Dec 03 04:47 PM
SAMANTHA JACOBSON	Officer	Nov 29 '24	Proposed Sale	128.25	22,062	2,829,541		Nov 29 01:25 PM
Schenkein Laura	Chief Financial Officer	Nov 18 '24	Sale	117.97	3,131	369,364	684,867	Nov 19 06:59 PM
LAURA SCHENKEIN	Officer	Nov 18 '24	Proposed Sale	117.97	3,131	369,364		Nov 18 04:33 PM
Schenkein Laura	Chief Financial Officer	Nov 07 '24	Option Exercise	5.41	27,687	149,870	721,640	Nov 12 06:51 PM
Schenkein Laura	Chief Financial Officer	Nov 07 '24	Sale	127.55	27,687	3,531,477	693,953	Nov 12 06:51 PM
LAURA SCHENKEIN	Officer	Nov 07 '24	Proposed Sale	127.55	27,687	3,531,477		Nov 07 04:16 PM
Schenkein Laura	Chief Financial Officer	Oct 22 '24	Option Exercise	5.41	25,000	135,325	718,953	Oct 24 05:08 PM
Schenkein Laura	Chief Financial Officer	Oct 22 '24	Sale	120.43	25,000	3,010,750	693,953	Oct 24 05:08 PM
Rajaram Gokul	Director	Oct 21 '24	Sale	117.89	1,355	159,741	28,636	Oct 23 05:16 PM
LAURA SCHENKEIN	Officer	Oct 22 '24	Proposed Sale	120.43	25,000	3,010,750		Oct 22 04:17 PM
GOKUL RAJARAM	Director	Oct 21 '24	Proposed Sale	117.89	1,355	159,741		Oct 21 04:26 PM
Green Jeffrey Terry	President and CEO	Oct 09 '24	Sale	115.50	80,649	9,314,616	7,330	Oct 11 05:08 PM
Schenkein Laura	Chief Financial Officer	Oct 09 '24	Option Exercise	5.41	25,000	135,325	718,953	Oct 11 05:05 PM
Schenkein Laura	Chief Financial Officer	Oct 09 '24	Sale	115.43	25,000	2,885,750	693,953	Oct 11 05:05 PM
LAURA SCHENKEIN	Officer	Oct 09 '24	Proposed Sale	115.43	25,000	2,885,750		Oct 09 04:16 PM
Green Jeffrey Terry	President and CEO	Oct 04 '24	Sale	112.96	200,000	22,592,287	287,979	Oct 08 09:22 PM
Green Jeffrey Terry	President and CEO	Oct 07 '24	Sale	112.30	200,000	22,460,097	87,979	Oct 08 09:22 PM
Green Jeffrey Terry	Officer	Oct 04 '24	Proposed Sale	111.46	480,649	53,573,138		Oct 04 04:09 PM
Green Jeffrey Terry	President and CEO	Sep 30 '24	Option Exercise	68.29	224,000	15,296,960	370,501	Oct 02 08:32 PM
Green Jeffrey Terry	President and CEO	Oct 02 '24	Option Exercise	68.29	56,649	3,868,560	203,150	Oct 02 08:32 PM
GRANT JAY R	Chief Legal Officer	Sep 30 '24	Option Exercise	62.89	19,842	1,247,810	187,355	Oct 02 06:36 PM
GRANT JAY R	Chief Legal Officer	Sep 30 '24	Sale	108.65	20,579	2,235,926	178,853	Oct 02 06:36 PM
JAY R GRANT	Officer	Sep 30 '24	Proposed Sale	108.65	20,579	2,235,936		Sep 30 04:11 PM
Green Jeffrey Terry	President and CEO	Sep 25 '24	Option Exercise	68.29	42,150	2,878,424	188,651	Sep 27 08:15 PM
Green Jeffrey Terry	President and CEO	Sep 25 '24	Sale	110.54	200,000	22,108,657	365,180	Sep 27 08:15 PM
Green Jeffrey Terry	President and CEO	Sep 26 '24	Sale	109.28	200,000	21,855,637	207,330	Sep 27 08:15 PM
Rajaram Gokul	Director	Sep 24 '24	Sale	109.00	1,355	147,695	29,991	Sep 26 05:37 PM
Green Jeffrey Terry	Officer	Sep 26 '24	Proposed Sale	109.25	200,000	21,849,324		Sep 26 04:35 PM
Green Jeffrey Terry	Officer	Sep 25 '24	Proposed Sale	110.51	200,000	22,102,230		Sep 25 04:39 PM
Green Jeffrey Terry	President and CEO	Sep 20 '24	Option Exercise	67.97	448,968	30,516,813	595,469	Sep 24 07:43 PM
Green Jeffrey Terry	President and CEO	Sep 20 '24	Sale	109.47	200,000	21,894,470	765,180	Sep 24 07:43 PM
Green Jeffrey Terry	President and CEO	Sep 23 '24	Sale	108.68	200,000	21,736,102	565,180	Sep 24 07:43 PM
GOKUL RAJARAM	Director	Sep 24 '24	Proposed Sale	109.00	1,355	147,695		Sep 24 04:03 PM
Green Jeffrey Terry	Officer	Sep 23 '24	Proposed Sale	108.36	200,000	21,672,000		Sep 23 04:07 PM
Green Jeffrey Terry	Officer	Sep 20 '24	Proposed Sale	109.57	200,000	21,914,000		Sep 20 04:09 PM
Green Jeffrey Terry	President and CEO	Aug 28 '24	Option Exercise	46.70	135,380	6,322,409	281,881	Aug 30 05:20 PM
Green Jeffrey Terry	President and CEO	Aug 26 '24	Sale	104.20	283,429	29,533,358	380,832	Aug 26 08:25 PM
Green Jeffrey Terry	President and CEO	Aug 22 '24	Sale	103.72	135,922	14,098,381	664,261	Aug 26 08:25 PM
Rajaram Gokul	Director	Aug 22 '24	Sale	104.69	1,355	141,855	31,346	Aug 26 04:07 PM
Green Jeffrey Terry	Officer	Aug 22 '24	Proposed Sale	104.36	500,000	52,180,000		Aug 22 06:02 PM
GOKUL RAJARAM	Director	Aug 22 '24	Proposed Sale	104.69	1,355	141,855		Aug 22 04:24 PM
Cunningham Andrea Lee	Director	Aug 15 '24	Sale	100.07	1,606	160,712	3,516	Aug 19 06:34 PM
Schenkein Laura	Chief Financial Officer	Aug 16 '24	Sale	99.33	3,130	310,903	693,953	Aug 19 06:32 PM
Jacobson Samantha	Chief Strategy Officer	Aug 16 '24	Sale	99.50	4,872	484,764	99,374	Aug 19 06:30 PM
LAURA SCHENKEIN	Officer	Aug 16 '24	Proposed Sale	99.33	3,130	310,910		Aug 16 04:40 PM
Jacobson Samantha	Officer	Aug 16 '24	Proposed Sale	99.50	4,872	484,785		Aug 16 04:39 PM
Cunningham Andrea Lee	Director	Aug 15 '24	Proposed Sale	100.07	1,606	160,710		Aug 15 05:26 PM
FALBERG KATHRYN E	Director	Aug 13 '24	Sale	98.17	150,000	14,725,500	96,910	Aug 15 04:08 PM
Jacobson Samantha	Chief Strategy Officer	Aug 12 '24	Option Exercise	69.95	18,180	1,271,715	118,786	Aug 14 04:39 PM
Jacobson Samantha	Chief Strategy Officer	Aug 12 '24	Sale	99.50	21,162	2,105,619	108,039	Aug 14 04:39 PM
Kathryn Falberg	Affiliate	Aug 13 '24	Proposed Sale	97.04	200,000	19,408,000		Aug 13 05:46 PM
Jacobson Samantha	Officer	Aug 12 '24	Proposed Sale	99.50	21,162	2,105,619		Aug 12 04:52 PM
Rajaram Gokul	Director	Jul 22 '24	Sale	98.37	1,355	133,291	32,701	Jul 24 04:21 PM
Schenkein Laura	Chief Financial Officer	Jul 09 '24	Option Exercise	5.41	25,000	135,325	728,038	Jul 11 04:45 PM
Schenkein Laura	Chief Financial Officer	Jul 09 '24	Sale	100.43	25,000	2,510,750	703,038	Jul 11 04:45 PM

POST Post Holdings Inc daily Stock Chart

Peers: GIS K CPB SJM HRL KHC MKC HSY THS CAG

| Held by: VTI IJH VB VXF VBR VBK MDY VDC DFSV SPMD

Index	-	P/E	19.67	EPS (ttm)	5.54	Insider Own	11.95%	Shs Outstand	55.72M	Perf Week	-3.14%
Market Cap	6.07B	Forward P/E	14.24	EPS next Y	7.66	Insider Trans	1.07%	Shs Float	49.06M	Perf Month	-0.70%
Enterprise Value	12.41B	PEG	1.89	EPS next Q	1.66	Inst Own	95.93%	Short Float	5.38%	Perf Quarter	-5.27%
Income	357.30M	P/S	0.77	EPS this Y	4.45%	Inst Trans	1.24%	Short Ratio	4.23	Perf Half Y	-4.54%
Sales	7.88B	P/B	1.59	EPS next Y	16.95%	ROA	2.86%	Short Interest	2.64M	Perf YTD	-4.74%
Book/sh	68.75	P/C	9.72	EPS next 5Y	10.41%	ROE	9.15%	52W High	125.84 -13.36%	Perf Year	5.68%
Cash/sh	11.22	P/FCF	12.17	EPS past 3/5Y	30.28% 27.73%	ROIC	3.32%	52W Low	103.14 5.71%	Perf 3Y	41.14%
Dividend Est.	-	EV/EBITDA	9.50	Sales past 3/5Y	16.73% 6.88%	Gross Margin	26.89%	Volatility	1.67% 1.51%	Perf 5Y	87.04%
Dividend TTM	-	EV/Sales	1.57	EPS Y/Y TTM	9.36%	Oper. Margin	10.33%	ATR (14)	1.91	Perf 10Y	218.91%
Dividend Ex-Date	-	Quick Ratio	1.43	Sales Y/Y TTM	1.48%	Profit Margin	4.53%	RSI (14)	43.77	Recom	1.82
Dividend Gr. 3/5Y	- -	Current Ratio	2.13	EPS Q/Q	-28.03%	SMA20	-1.53%	Beta	0.49	Target Price	128.89
Payout	0.00%	Debt/Eq	1.81	Sales Q/Q	-2.35%	SMA50	-1.86%	Rel Volume	0.68	Prev Close	108.73
Employees	11480	LT Debt/Eq	1.81	Earnings	May 08 AMC	SMA200	-3.12%	Avg Volume	623.40K	Price	109.03
IPO	Jan 27, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.79% -1.39%	Trades		Volume	426,856	Change	0.28%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-09-24	Initiated	Mizuho	Buy	$110
Dec-12-23	Initiated	Wells Fargo	Equal Weight	$92
Oct-13-23	Initiated	JP Morgan	Overweight	$100
May-08-23	Resumed	Evercore ISI	Outperform	$105
May-02-23	Resumed	Barclays	Overweight	$105
Apr-14-23	Resumed	Stifel	Buy	$106
May-09-22	Resumed	Citigroup	Buy	$92
Mar-24-22	Downgrade	Truist	Buy → Hold	$120 → $70
Jun-22-20	Upgrade	Goldman	Neutral → Buy	$99 → $120
Jan-24-20	Initiated	DA Davidson	Buy	$129
Jan-23-20	Initiated	Jefferies	Buy
Jan-22-20	Initiated	Jefferies	Buy
Nov-11-19	Resumed	Goldman	Neutral	$116
Nov-11-19	Resumed	BMO Capital Markets	Market Perform	$115
Jul-19-19	Upgrade	Piper Jaffray	Neutral → Overweight	$106 → $130
Jun-12-19	Initiated	Evercore ISI	Outperform
May-06-19	Upgrade	Goldman	Neutral → Buy	$107 → $134
Jan-24-19	Downgrade	Piper Jaffray	Overweight → Neutral
Aug-16-18	Initiated	Piper Jaffray	Overweight	$115
Aug-03-18	Reiterated	Pivotal Research Group	Buy	$105 → $120

Show Previous Ratings

Jun-27-25 11:23AM	Balanced Take on POST's FY25 EBITDA Outlook: Will It Hit the Target? (Zacks)
07:24AM	Leftovers: Crystal Farms launches dill pickle shredded cheese \| Peroni puts Italian Ice on tap (Food Dive)
Jun-25-25 10:23AM	CALM's Strategic Cage-Free Expansion Sets It for Solid Market Gains (Zacks)
Jun-16-25 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Jun-13-25 12:09PM	Can CALM Sustain Elevated Sales Volumes in the Coming Quarters? (Zacks)
10:57AM	Loading…
Jun-10-25 10:57AM	Cal-Maine Foods Stock Soars 67% in a Year: Can It Sustain the Rally? (Zacks)
09:31AM	POST Q1 Earnings Call: Management Addresses Volume Declines and Cost Initiatives Amid Market Pressures (StockStory)
Jun-03-25 06:32PM	Post Holdings to Buy Ronzoni Pasta Owner 8th Avenue Food (The Wall Street Journal)
04:05PM	Post Holdings to Acquire 8th Avenue Food & Provisions; Updates Fiscal Year 2025 Outlook (PR Newswire)
May-27-25 12:03AM	Post (POST): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
May-10-25 03:05AM	Post Holdings Inc (POST) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
May-09-25 11:33PM	Q2 2025 Post Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
09:23AM	Post Holdings Q2 Earnings Beat Estimates, FY25 Outlook Raised (Zacks)
May-08-25 07:30PM	Post Holdings (POST) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:25PM	Post Holdings (POST) Tops Q2 Earnings Estimates (Zacks)
05:22PM	Loading…
05:22PM	Post Holdings: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
05:00PM	Post Holdings Reports Results for the Second Quarter of Fiscal Year 2025; Raises Fiscal Year 2025 Outlook (PR Newswire)
May-07-25 09:15AM	Countdown to Post Holdings (POST) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
May-05-25 11:46AM	Molson Coors Q1 Earnings to Reflect Positive Trends: Time to Buy? (Zacks)
09:37AM	Post Holdings Set to Release Q2 Earnings: Key Insights for Investors (Zacks)
12:36AM	3 Small-Cap Stocks That Concern Us (StockStory)
May-02-25 10:07AM	B&G Foods Set to Release Q1 Earnings: Key Insights for Investors (Zacks)
10:02AM	Coty Set to Release Q3 Earnings: Key Insights for Investors (Zacks)
May-01-25 10:01AM	Post Holdings (POST) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
Apr-30-25 12:53PM	TreeHouse Foods to Report Q1 Earnings: What Should Investors Expect? (Zacks)
08:31AM	MO Q1 Earnings Beat Estimates, Sales Decline on Low Cigarette Volumes (Zacks)
Apr-29-25 01:07PM	Kraft Heinz's Q1 Earnings Beat Estimates, 2025 View Lowered (Zacks)
09:40AM	Are Investors Undervaluing Post Holdings (POST) Right Now? (Zacks)
08:59AM	Medifast Q1 Loss Wider Than Expected, Sales Down 33.8% Y/Y (Zacks)
08:00AM	3M Stock: 4 Compelling Reasons to Buy, 1 Big Reason to Pass (MarketBeat)
12:14PM	Loading…
Apr-25-25 12:14PM	BellRing Brands: Plenty Of Protein, But Slim Gains At This Price (Seeking Alpha)
Apr-24-25 07:45AM	Darling Ingredients (DAR) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
Apr-23-25 09:02AM	Mondelez Set to Release Q1 Earnings: Key Insights for Investors (Zacks)
Apr-21-25 12:10PM	Why Post Holdings (POST) is Poised to Beat Earnings Estimates Again (Zacks)
Apr-17-25 05:00PM	Post Holdings Schedules Second Quarter Fiscal Year 2025 Conference Call (PR Newswire)
11:14AM	POST Stock Trades Above 50 & 200-Day SMA: What Should Investors Do? (Zacks)
Apr-15-25 11:10AM	Medifast Trades Near 52-Week Low: What's the Best Move Now? (Zacks)
Apr-14-25 11:57AM	UNFI Stock Gains 150.4% in a Year: What's Next for Investors? (Zacks)
09:46AM	How to Play B&G Foods Stock After a 27% Decline in 6 Months? (Zacks)
02:25AM	The Zacks Analyst Blog Pilgrim's Pride, Beyond Meat, Post Holdings and United Natural Foods (Zacks)
Apr-11-25 12:41PM	PPC Stock Rises 13.2% in Three Months: What is Next for Investors? (Zacks)
11:15AM	Pilgrim's Pride & 3 Top Consumer Staples Stocks to Buy on Tariff Fears (Zacks)
Apr-10-25 08:45AM	Post Holdings Scales Back Cereal Production Amid Demand Weakness (Zacks)
08:23AM	Post Holdings to close two cereal plants in North America (Just Food)
08:21AM	Simply Good Foods Q2 Earnings Top Estimates, Sales Rise 15.2% Y/Y (Zacks)
Apr-09-25 10:25AM	Honey Bunches of Oats Maker Post To Shut Two Plants as Cereal Demand Wanes (Investopedia)
09:40AM	Is Post Holdings (POST) Stock Undervalued Right Now? (Zacks)
08:30AM	Post Holdings to Close Two Cereal Plants, Cut 300 Jobs (The Wall Street Journal)
07:00AM	Post Holdings Announces Plan to Close Cobourg, Ontario and Sparks, Nevada Facilities (PR Newswire)
Apr-07-25 03:16PM	IBD Stock Of The Day: Trump Tariffs Have Investors Craving Meat And Potatoes (Investor's Business Daily)
Apr-04-25 05:12AM	3 Reasons POST is Risky and 1 Stock to Buy Instead (StockStory)
Apr-03-25 09:40AM	Lamb Weston (LW) Tops Q3 Earnings and Revenue Estimates (Zacks)
Apr-02-25 09:45AM	Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Mar-27-25 09:50AM	Here's Why Post Holdings (POST) is a Strong Momentum Stock (Zacks)
Mar-24-25 01:10PM	COTY Exits SKKN by Kim Partnership With Stake Sale to SKIMS (Zacks)
Mar-21-25 05:10AM	Shelf-Stable Food Stocks Q4 In Review: Post (NYSE:POST) Vs Peers (StockStory)
Mar-20-25 01:03PM	Ollie's Bargain Q4 Earnings Lag Estimates, Comps Up 2.8% Y/Y (Zacks)
12:15PM	General Mills Cuts Fiscal 2025 Guidance Despite Q3 Earnings Beat (Zacks)
Mar-19-25 01:29PM	Is Tyson Foods' Stock a Good Buy Amid Rising Protein Demand? (Zacks)
11:08AM	KMB Trades Above 50 & 200-Day SMA: How Should Investors Play? (Zacks)
11:08AM	BJ's Wholesale Strengthens NJ Presence With New Whippany Club (Zacks)
Mar-17-25 09:45AM	Here's Why Post Holdings (POST) is a Strong Growth Stock (Zacks)
Mar-03-25 04:05PM	Post Holdings Completes Acquisition of Potato Products of Idaho (PR Newswire)
Feb-28-25 09:45AM	Why Post Holdings (POST) is a Top Growth Stock for the Long-Term (Zacks)
Feb-27-25 09:50AM	Why Post Holdings (POST) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-20-25 09:40AM	Are Investors Undervaluing Post Holdings (POST) Right Now? (Zacks)
Feb-12-25 12:00PM	Post Holdings (POST) Upgraded to Buy: Here's What You Should Know (Zacks)
Feb-08-25 02:08AM	Post Holdings Inc (POST) Q1 2025 Earnings Call Highlights: Strong Cash Flow and Strategic ... (GuruFocus.com)
12:19AM	Q1 2025 Post Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-25 06:30PM	Compared to Estimates, Post Holdings (POST) Q1 Earnings: A Look at Key Metrics (Zacks) +6.32%
06:10PM	Post Holdings (POST) Q1 Earnings Top Estimates (Zacks)
05:13PM	Post (NYSE:POST) Posts Q4 Sales In Line With Estimates (StockStory)
05:11PM	Post Holdings: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
05:00PM	Post Holdings Reports Results for the First Quarter of Fiscal Year 2025; Raises Fiscal Year 2025 Outlook (PR Newswire)
Feb-05-25 09:15AM	Countdown to Post Holdings (POST) Q1 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
08:02AM	Post Earnings: What To Look For From POST (StockStory)
Jan-30-25 10:01AM	Analysts Estimate Post Holdings (POST) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jan-20-25 04:02AM	3 Reasons to Avoid POST and 1 Stock to Buy Instead (StockStory)
Jan-15-25 09:40AM	Is Post Holdings (POST) Stock Undervalued Right Now? (Zacks)
Jan-09-25 05:00PM	Post Holdings Schedules First Quarter Fiscal Year 2025 Conference Call (PR Newswire)
Dec-27-24 04:02AM	Shelf-Stable Food Stocks Q3 Teardown: Post (NYSE:POST) Vs The Rest (StockStory)
Dec-18-24 04:05PM	Post Holdings Issues 2024 Sustainability Report (PR Newswire)
Dec-17-24 04:05PM	Post Holdings to Acquire Potato Products of Idaho (PR Newswire)
Dec-13-24 05:15PM	S&P 500 Gains and Losses Today: Broadcom Stock Soars as Earnings Show AI Strength (Investopedia)
04:36PM	Lamb Weston Jumps on Report of Post Mulling Possible Deal (Bloomberg)
04:00PM	Post Holdings, bankers exploring possible deal for Lamb Weston (Yahoo Finance Video)
Dec-09-24 08:30AM	Post Holdings Reports Avian Influenza at Third-Party Contracted Facility and Affirms Fiscal Year 2025 Adjusted EBITDA Outlook (PR Newswire)
Dec-02-24 05:02PM	3 things RFK could do as HHS head to disrupt the food industry (Yahoo Finance Video)
Nov-16-24 02:02AM	Post Holdings Inc (POST) Q4 2024 Earnings Call Highlights: Strong Cash Flow and Strategic ... (GuruFocus.com)
12:36AM	Q4 2024 Post Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-15-24 04:05PM	Post Holdings Announces Redemption of $464.9 Million 5.625% Senior Notes Due January 2028 (PR Newswire)
Nov-14-24 07:00PM	Post Holdings (POST) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:15PM	Post Holdings (POST) Q4 Earnings and Revenues Beat Estimates (Zacks)
05:22PM	Post Holdings: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
05:08PM	Post (NYSE:POST) Surprises With Q3 Sales (StockStory)
05:00PM	Post Holdings Reports Results for the Fourth Quarter and Fiscal Year 2024 (PR Newswire)
Nov-13-24 02:00AM	What To Expect From Posts (POST) Q3 Earnings (StockStory)
Nov-11-24 09:15AM	Ahead of Post Holdings (POST) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Oct-24-24 05:00PM	Post Holdings Schedules Fourth Quarter and Fiscal Year 2024 Conference Call (PR Newswire)
Oct-01-24 09:45AM	Here's Why Post Holdings (POST) is a Strong Growth Stock (Zacks)

Post Holdings, Inc. is a consumer-packaged goods holding company, which engages in the operation of center-of-the-store, refrigerated, foodservice, food ingredient, active nutrition, and private brand food categories. It operates through the following segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. The Weetabix segment focuses on the marketing and distribution of branded and private label RTE cereal products. The Foodservice segment includes egg and potato products. The Refrigerated Retail segment involves the production and distribution of egg products, sausage, side dishes, cheese, and other refrigerated products to retail and foodservice customers. The company was founded by Charles William Post in 1895 and is headquartered in St. Louis, MO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
STIRITZ WILLIAM P	Director	Jun 05 '25	Buy	109.11	186,740	20,376,135	4,298,667	Jun 09 04:58 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Jun 05 '25	Sale	108.97	1,750	190,702	43,751	Jun 09 04:55 PM
CATOGGIO NICOLAS	Officer	Jun 05 '25	Proposed Sale	108.97	1,750	190,702		Jun 05 04:45 PM
HARSHMAN ELLEN F	Former Director	Mar 28 '25	Proposed Sale	115.51	700	80,856		Mar 28 04:12 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Mar 07 '25	Sale	117.00	5,000	585,000	45,501	Mar 10 05:11 PM
CATOGGIO NICOLAS	Officer	Mar 07 '25	Proposed Sale	117.00	5,000	585,000		Mar 07 05:03 PM
HARPER BRADLY A	SVP, CHIEF ACCTING OFFICER	Mar 04 '25	Sale	114.59	2,000	229,186	8,741	Mar 05 05:13 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Mar 03 '25	Sale	114.50	5,000	572,500	50,501	Mar 04 05:12 PM
HARPER BRADLY A	Officer	Mar 04 '25	Proposed Sale	114.59	2,000	229,186		Mar 04 04:08 PM
CATOGGIO NICOLAS	Officer	Mar 03 '25	Proposed Sale	114.50	5,000	572,500		Mar 03 04:15 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Feb 25 '25	Sale	116.50	5,000	582,500	55,501	Feb 26 05:08 PM
VITALE ROBERT V	PRESIDENT & CEO	Feb 25 '25	Option Exercise	54.06	44,110	2,384,587	881,309	Feb 26 05:06 PM
VITALE ROBERT V	PRESIDENT & CEO	Feb 24 '25	Option Exercise	54.06	19,133	1,034,330	856,332	Feb 26 05:06 PM
VITALE ROBERT V	PRESIDENT & CEO	Feb 25 '25	Sale	115.93	44,110	5,113,716	837,199	Feb 26 05:06 PM
VITALE ROBERT V	PRESIDENT & CEO	Feb 24 '25	Sale	115.63	19,133	2,212,351	837,199	Feb 26 05:06 PM
VITALE ROBERT V	Officer	Feb 25 '25	Proposed Sale	115.93	44,110	5,113,718		Feb 25 05:38 PM
CATOGGIO NICOLAS	Officer	Feb 25 '25	Proposed Sale	116.50	5,000	582,500		Feb 25 05:37 PM
GRAY DIEDRE J	EVP, GC & CAO, SECY	Feb 21 '25	Option Exercise	62.10	15,157	941,250	34,482	Feb 25 05:02 PM
GRAY DIEDRE J	EVP, GC & CAO, SECY	Feb 21 '25	Sale	115.80	15,157	1,755,167	19,325	Feb 25 05:02 PM
VITALE ROBERT V	Officer	Feb 24 '25	Proposed Sale	115.63	19,133	2,212,351		Feb 24 04:50 PM
GRAY DIEDRE J	Officer	Feb 21 '25	Proposed Sale	115.80	15,157	1,755,167		Feb 21 04:04 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Feb 12 '25	Sale	111.73	10,000	1,117,291	60,501	Feb 13 04:23 PM
HARSHMAN ELLEN F	Former Director	Feb 13 '25	Proposed Sale	112.14	400	44,854		Feb 13 04:13 PM
KEMPER DAVID W	Director	Feb 10 '25	Option Exercise	43.61	14,828	646,649	44,550	Feb 12 04:54 PM
KEMPER DAVID W	Director	Feb 11 '25	Sale	110.75	8,939	990,029	29,722	Feb 12 04:54 PM
CATOGGIO NICOLAS	Officer	Feb 12 '25	Proposed Sale	111.73	10,000	1,117,291		Feb 12 04:48 PM
KEMPER DAVID W	Director	Feb 11 '25	Proposed Sale	110.75	8,939	990,029		Feb 11 05:05 PM
CURL GREGORY L	Director	Jan 06 '25	Option Exercise	31.45	7,414	233,170	27,207	Jan 07 05:00 PM
HARPER BRADLY A	SVP, CHIEF ACCTING OFFICER	Dec 05 '24	Sale	120.09	1,000	120,091	11,220	Dec 06 05:16 PM
HARPER BRADLY A	Officer	Dec 05 '24	Proposed Sale	120.09	1,000	120,091		Dec 05 04:09 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Dec 02 '24	Sale	121.14	6,000	726,841	70,501	Dec 03 05:36 PM
Zadoks Jeff A	EVP & COO	Nov 27 '24	Option Exercise	62.10	28,969	1,798,975	96,757	Dec 02 05:14 PM
Zadoks Jeff A	EVP & COO	Nov 27 '24	Sale	119.96	28,969	3,475,066	67,788	Dec 02 05:14 PM
CATOGGIO NICOLAS	Officer	Dec 02 '24	Proposed Sale	121.14	6,000	726,841		Dec 02 04:09 PM
Zadoks Jeff A	Officer	Nov 27 '24	Proposed Sale	119.96	28,969	3,475,068		Nov 27 04:37 PM
CURL GREGORY L	Director	Nov 22 '24	Sale	114.20	1,388	158,510	19,793	Nov 25 05:07 PM
CURL GREGORY L	Director	Nov 22 '24	Proposed Sale	114.20	1,388	158,510		Nov 22 04:12 PM
GROTE ROBERT E	Director	Nov 18 '24	Option Exercise	31.45	7,414	233,170	11,814	Nov 20 04:39 PM
Zadoks Jeff A	EVP & COO	Nov 16 '24	Option Exercise	0.00	6,954	0	70,859	Nov 19 04:52 PM
WESTPHAL MARK W	PRES., FOODSERVICE	Nov 16 '24	Option Exercise	0.00	6,027	0	158,136	Nov 19 04:50 PM
VITALE ROBERT V	PRESIDENT & CEO	Nov 16 '24	Option Exercise	0.00	22,021	0	576,591	Nov 19 04:49 PM
HARPER BRADLY A	SVP, CHIEF ACCTING OFFICER	Nov 16 '24	Option Exercise	0.00	1,245	0	11,716	Nov 19 04:45 PM
GRAY DIEDRE J	EVP, GC & CAO, SECY	Nov 16 '24	Option Exercise	0.00	6,606	0	193,135	Nov 19 04:43 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Nov 16 '24	Option Exercise	0.00	29	0	83,015	Nov 19 04:40 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Nov 18 '24	Sale	109.18	6,500	709,693	76,501	Nov 19 04:40 PM
CATOGGIO NICOLAS	Officer	Nov 18 '24	Proposed Sale	109.18	6,500	709,693		Nov 18 04:10 PM
HARSHMAN ELLEN F	Director	Sep 04 '24	Sale	117.50	200	23,500	10,372	Sep 05 04:39 PM
HARSHMAN ELLEN F	Director	Sep 04 '24	Proposed Sale	117.50	200	23,500		Sep 04 04:02 PM
VITALE ROBERT V	PRESIDENT & CEO	Aug 20 '24	Option Exercise	48.10	144,701	6,960,118	587,191	Aug 22 05:22 PM
HARPER BRADLY A	SVP, CHIEF ACCTING OFFICER	Aug 16 '24	Sale	113.43	1,346	152,677	9,351	Aug 19 04:20 PM
HARPER BRADLY A	Officer	Aug 16 '24	Proposed Sale	113.43	1,346	152,677		Aug 16 05:03 PM
ERB THOMAS C	Director	Aug 13 '24	Buy	112.94	2,000	225,880	35,475	Aug 13 05:12 PM
CATOGGIO NICOLAS	PRES & CEO, PCB	Aug 07 '24	Sale	112.74	640	72,154	71,852	Aug 08 04:12 PM
CATOGGIO NICOLAS	Officer	Aug 07 '24	Proposed Sale	112.74	640	72,154		Aug 07 04:24 PM

Open in Screener

FTNT

Fortinet Inc

Jun 30 • 04:00PM ET

105.72

Dollar change +2.61
Percentage change 2.53	%

Technology • Software - Infrastructure • USA • NASD

Peers: PANW CSCO CHKP JNPR ZTWO FFIV QLYS VRNS

| Held by: VTI VOO QQQ SPY IVV VUG VO QUAL XLK VGT

Index	NDX, S&P 500	P/E	43.52	EPS (ttm)	2.43	Insider Own	16.91%	Shs Outstand	769.20M	Perf Week	2.49%
Market Cap	80.92B	Forward P/E	38.10	EPS next Y	2.77	Insider Trans	-0.64%	Shs Float	635.99M	Perf Month	3.61%
Enterprise Value	77.13B	PEG	4.28	EPS next Q	0.59	Inst Own	69.26%	Short Float	2.77%	Perf Quarter	9.44%
Income	1.88B	P/S	13.17	EPS this Y	4.31%	Inst Trans	0.10%	Short Ratio	3.42	Perf Half Y	8.09%
Sales	6.14B	P/B	41.43	EPS next Y	12.25%	ROA	20.80%	Short Interest	17.64M	Perf YTD	11.90%
Book/sh	2.55	P/C	16.93	EPS next 5Y	10.17%	ROE	205.91%	52W High	114.82 -7.93%	Perf Year	81.93%
Cash/sh	6.25	P/FCF	39.14	EPS past 3/5Y	46.01% 42.92%	ROIC	76.42%	52W Low	54.57 93.73%	Perf 3Y	86.13%
Dividend Est.	-	EV/EBITDA	37.51	Sales past 3/5Y	21.24% 22.46%	Gross Margin	81.34%	Volatility	1.86% 2.38%	Perf 5Y	285.64%
Dividend TTM	-	EV/Sales	12.56	EPS Y/Y TTM	58.13%	Oper. Margin	31.36%	ATR (14)	2.67	Perf 10Y	1113.78%
Dividend Ex-Date	-	Quick Ratio	1.29	Sales Y/Y TTM	13.83%	Profit Margin	30.60%	RSI (14)	58.37	Recom	2.40
Dividend Gr. 3/5Y	- -	Current Ratio	1.36	EPS Q/Q	43.64%	SMA20	2.99%	Beta	1.06	Target Price	109.35
Payout	0.00%	Debt/Eq	0.51	Sales Q/Q	13.77%	SMA50	3.16%	Rel Volume	0.79	Prev Close	103.11
Employees	14138	LT Debt/Eq	0.25	Earnings	May 07 AMC	SMA200	10.70%	Avg Volume	5.16M	Price	105.72
IPO	Nov 18, 2009	Option/Short	Yes / Yes	EPS/Sales Surpr.	9.17% 0.08%	Trades		Volume	4,069,548	Change	2.53%

Date	Action	Analyst	Rating Change	Price Target Change
May-08-25	Reiterated	BMO Capital Markets	Market Perform	$122 → $110
May-06-25	Downgrade	DZ Bank	Hold → Sell	$95
Apr-23-25	Initiated	Roth Capital	Neutral	$103
Apr-01-25	Initiated	Stephens	Equal-Weight	$108
Mar-18-25	Resumed	Morgan Stanley	Overweight
Feb-26-25	Resumed	Deutsche Bank	Buy
Feb-03-25	Downgrade	Robert W. Baird	Outperform → Neutral	$105 → $112
Jan-14-25	Downgrade	Raymond James	Outperform → Mkt Perform
Jan-06-25	Upgrade	Piper Sandler	Neutral → Overweight	$100 → $120
Dec-19-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$115
Nov-19-24	Reiterated	BMO Capital Markets	Market Perform	$88 → $100
Nov-11-24	Upgrade	HSBC Securities	Hold → Buy	$83 → $111
Oct-17-24	Downgrade	Mizuho	Neutral → Underperform	$68
Aug-08-24	Upgrade	DZ Bank	Sell → Hold	$65
Aug-07-24	Upgrade	HSBC Securities	Reduce → Hold	$59
Jul-29-24	Downgrade	Guggenheim	Buy → Neutral
Jul-18-24	Upgrade	TD Cowen	Hold → Buy	$75
Feb-13-24	Upgrade	Daiwa Securities	Neutral → Outperform	$75
Feb-08-24	Downgrade	DZ Bank	Hold → Sell
Feb-07-24	Downgrade	HSBC Securities	Hold → Reduce	$57

Show Previous Ratings

Today 05:50PM	Fortinet (FTNT) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
12:55PM	What Makes FortiGate the Core Driver of Fortinet's Product Growth? (Zacks)
11:16AM	Fortinet Named a Leader in the 2025 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure for the Second Year in a Row (GlobeNewswire)
Jun-27-25 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Jun-26-25 11:00AM	FTNT's Unified SASE Strategy Drives Growth: Hold or Fold the Stock? (Zacks)
05:50PM	Loading…
Jun-24-25 05:50PM	Fortinet (FTNT) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
10:15AM	Email Encryption Market worth $23.33 billion by 2030- Exclusive Report by MarketsandMarkets (PR Newswire)
Jun-23-25 01:52PM	Final Trades: Crowdstrike, Leidos Holdings, Fortinet and the BUG (CNBC TV)
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Jun-20-25 09:32AM	Should You Hold or Sell BlackBerry Stock Before Q1 Earnings Release? (Zacks)
Jun-18-25 05:45PM	Fortinet (FTNT) Declines More Than Market: Some Information for Investors (Zacks)
Jun-17-25 11:16AM	Will Prisma Access Browser be Key to PANW's SASE Expansion? (Zacks)
09:00AM	Fortinet Strengthens Code-to-Cloud Security with CNAPP Enhancements and Launches Expanded Solution Availability in AWS Marketplace (GlobeNewswire)
Jun-16-25 05:50PM	Fortinet (FTNT) Laps the Stock Market: Here's Why (Zacks)
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12:12PM	Cisco's Strong Portfolio Aids Product Revenues: A Sign of More Upside? (Zacks)
10:38AM	Should You Buy CyberArk Stock After a 10.7% Rise in a Month? (Zacks)
09:45AM	Here's Why Fortinet (FTNT) is a Strong Growth Stock (Zacks)
08:52AM	BB's Secure Comms Gains Traction: Will This Fuel a Turnaround? (Zacks)
Jun-09-25 11:14AM	Is Fortinet's FortiGuard AI Service Becoming a Key Growth Driver? (Zacks)
08:52AM	BlackBerry Stock Surges 47% in Six Months: Time to Hold or Fold? (Zacks)
Jun-06-25 01:53PM	Computer Security Player Fortinet Jumps 72% In A Year, Nears Buy Point (Investor's Business Daily)
01:25PM	SentinelOne vs. Fortinet: Which Cybersecurity Stock is the Better Buy? (Zacks)
11:31AM	Why Is Fortinet (FTNT) Up 5.9% Since Last Earnings Report? (Zacks)
09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
09:17AM	Fortinet (FTNT) Launches New AI-Powered Workspace Security Suite and Powerful FortiDLP Upgrades (Insider Monkey)
Jun-05-25 09:05AM	Fortinet announces enhancements to its data, productivity security portfolio (TipRanks)
Jun-04-25 09:00AM	Fortinet Unveils New AI-Powered Workspace Security Suite to Protect the Modern Enterprise (GlobeNewswire)
Jun-03-25 12:00PM	What Makes Fortinet (FTNT) a New Buy Stock (Zacks)
09:40AM	Is Fortinet (FTNT) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
06:20AM	Loading…
06:20AM	Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar? (Zacks)
May-29-25 02:37PM	Cybersecurity Stocks: Keep An Eye On Palo Alto, CrowdStrike, And Others (Investor's Business Daily)
11:56AM	3 Key Reasons to Buy Fortinet Stock Beyond its 11% Year-to-Date Rise (Zacks)
10:12AM	SentinelOne Stock Sinks. Why Cybersecurity Is a Flop This Earnings Season. (Barrons.com)
09:45AM	Here's Why Fortinet (FTNT) is a Strong Growth Stock (Zacks)
May-27-25 03:51PM	Funds Endorse Cybersecurity Leader And Two Stocks Near Buy Points (Investor's Business Daily)
May-26-25 12:48PM	SentinelOne Gears Up to Post Q1 Earnings: Buy, Sell or Hold the Stock? (Zacks)
May-23-25 11:14AM	Fortinet Named a Challenger in the 2025 Gartner Magic Quadrant for Security Service Edge (GlobeNewswire)
May-21-25 02:39PM	Fortinet (FTNT) Reiterated Overweight by KeyBanc on Growth and Refresh Cycle (Insider Monkey)
May-20-25 01:57PM	OKTA vs. Fortinet: Which Cybersecurity Stock Should You Bet On? (Zacks)
May-19-25 04:15AM	3 Cybersecurity Stocks You Can Buy and Hold for the Next Decade (Motley Fool)
May-16-25 12:05PM	FTNT vs. CSCO: Which Network Security Giant is the Better Investment? (Zacks)
May-15-25 04:35AM	This Technology Stock Has Soared 74% in a Year. Is It Worth Buying Hand Over Fist Right Now? (Motley Fool)
May-14-25 09:50AM	Fortinet (FTNT) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
09:02AM	Fortinet Inc. (FTNT): Among the Best Technology Stocks to Buy for Long-Term Investment (Insider Monkey)
09:00AM	BlackBerry Surges 21% in a Month: Is the Stock Still a Buy? (Zacks)
May-13-25 09:45AM	Why Fortinet (FTNT) is a Top Growth Stock for the Long-Term (Zacks)
09:16AM	Interpreting Fortinet (FTNT) International Revenue Trends (Zacks)
06:20AM	Should Invesco S&P 500 Pure Growth ETF (RPG) Be on Your Investing Radar? (Zacks)
May-09-25 01:10PM	Affirm's Q3 Earnings Beat Estimates on Solid GMV Growth (Zacks)
10:32AM	Fortinet price target lowered to $115 from $135 at Scotiabank (TipRanks)
May-08-25 05:05PM	S&P 500 Gains and Losses Today: Axon Enterprise Soars as Software Demand Drives Earnings Beat (Investopedia) -8.41%
04:25PM	These Stocks Are Moving the Most Today: Arm, AppLovin, Alphabet, Coinbase, D-Wave Quantum, Fortinet, Carvana, Cleveland-Cliffs, and More (Barrons.com)
01:54PM	Why Fortinet Stock Is Plummeting Today (Motley Fool)
01:41PM	Why This Cybersecurity Stock Is Todays Worst S&P 500 Performer (Barrons.com)
01:00PM	Stock Market Today: Dow Jones Surges 600 Points On U.S.-UK Trade Deal; Boeing Soars Past Buy Point (Live Coverage) (Investor's Business Daily)
11:06AM	Fortinet Q1 Earnings Surpass Expectations, Sales Increase Y/Y (Zacks)
07:40AM	Q1 2025 Fortinet Inc Earnings Call (Thomson Reuters StreetEvents)
07:30AM	Fortinet Stock Analysis: Buy, Hold, or Sell? (Motley Fool)
03:29AM	Fortinet Inc (FTNT) Q1 2025 Earnings Call Highlights: Record Margins and Strategic Growth Amid ... (GuruFocus.com)
12:22AM	Analyst Report: Fortinet, Inc. (Morningstar Research)
May-07-25 09:24PM	Fortinet raises full-year operating margin outlook amid strong Q1 performance (Seeking Alpha)
09:23PM	Fortinet, Inc. (FTNT) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:00PM	Here's What Key Metrics Tell Us About Fortinet (FTNT) Q1 Earnings (Zacks)
05:25PM	Arm, Fortinet, Applovin: After-hours movers (Yahoo Finance Video)
05:25PM	Fortinet (FTNT) Beats Q1 Earnings and Revenue Estimates (Zacks)
04:40PM	Fortinet drops as Q1 results, guidance match expectations (Seeking Alpha)
04:26PM	Fortinet: Q1 Earnings Snapshot (Associated Press Finance)
04:22PM	Fortinet Earnings Beat, Revenue Outlook Light. Cybersecurity Stock Falls. (Investor's Business Daily)
04:05PM	Fortinet Reports First Quarter 2025 Financial Results (GlobeNewswire)
10:47AM	Enterprise stocks mixed after Jamf, Teradata earnings results (Seeking Alpha)
10:00AM	Here are the major earnings after the close today (Seeking Alpha)
09:35AM	Netflix Investors Unfazed by Tariffs With Growth Engine Humming (Bloomberg)
09:00AM	Fortinet Expands Hybrid Mesh Firewall Portfolio with FortiGate 700G (GlobeNewswire)
May-06-25 05:45PM	Varonis Systems (VRNS) Reports Break-Even Earnings for Q1 (Zacks)
10:16AM	ASTS Set to Report Q1 Results: Will Top-Line Growth Boost Earnings? (Zacks)
05:47AM	Is Fortinet, Inc. (FTNT) the Best Monopoly Stock to Buy Now? (Insider Monkey)
May-05-25 11:25AM	AKAM Set to Report Q1 Results: Will Top-Line Growth Boost Earnings? (Zacks)
11:23AM	PINS Set to Report Q1 Results: Will Top-Line Growth Boost Earnings? (Zacks)
10:00AM	Should You Buy, Sell or Hold Fortinet Stock Before Q1 Earnings? (Zacks)
09:34AM	The New York Times Company to Post Q1 Earnings: Drivers to Note (Zacks)
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May-02-25 12:50PM	Cybersecurity Stocks: Artificial Intelligence Dominates RSA Conference But Monetization Still In Question (Investor's Business Daily)
12:10PM	Why Fortinet (FTNT) Could Beat Earnings Estimates Again (Zacks)
10:11AM	Fortinet Stock Retakes Key Support, Barrels Toward Buy Point; Earnings Loom (Investor's Business Daily)
09:15AM	Ahead of Fortinet (FTNT) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
May-01-25 05:45PM	Fortinet (FTNT) Gains But Lags Market: What You Should Know (Zacks)
06:48AM	GEN Gears Up to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
Apr-30-25 11:39AM	Strength Seen in Okta (OKTA): Can Its 7.4% Jump Turn into More Strength? (Zacks)
11:03AM	Fortinet Trades at a Premium: Should You Hold or Fold the Stock? (Zacks)
10:01AM	Fortinet (FTNT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:50AM	Is Fortinet, Inc. (FTNT) The Best Performing Cybersecurity Stock So Far in 2025? (Insider Monkey)
Apr-29-25 11:32AM	JNPR Set to Report Q1 Results: What's in the Offing for the Stock? (Zacks)
10:03AM	These 3 Cybersecurity Stocks Are Defying the Downturn (MarketBeat)
09:00AM	Vodafone Business and Fortinet Expand Global Partnership to Secure Hybrid Work (GlobeNewswire)
Apr-28-25 09:00AM	Fortinet Threat Report Reveals Record Surge in Automated Cyberattacks as Adversaries Weaponize AI and Fresh Techniques (GlobeNewswire)
Apr-26-25 11:00AM	Microsoft, Apple Set To Report Earnings As Markets Watch Out For Core PCE Price Index (Seeking Alpha)
Apr-25-25 05:50PM	Fortinet (FTNT) Laps the Stock Market: Here's Why (Zacks)
02:47PM	Palo Alto Networks Stock Scores Relative Strength Rating Upgrade (Investor's Business Daily)

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in October 2000 and is headquartered in Sunnyvale, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hu Jean X.	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	36,452	Jun 13 04:38 PM
Hsieh Ming	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	60,087	Jun 13 04:37 PM
Napolitano Janet	Director	Jun 12 '25	Option Exercise	0.00	1,677	0	1,677	Jun 13 04:36 PM
Wilderotter Mary Agnes	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	5,069	Jun 13 04:33 PM
Sim Judith	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	126,945	Jun 13 04:31 PM
GOLDMAN KENNETH A	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	20,872	Jun 13 04:30 PM
STAVRIDIS JAMES G.	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	14,592	Jun 13 04:28 PM
NEUKOM WILLIAM H.	Director	Jun 12 '25	Option Exercise	0.00	1,130	0	302,601	Jun 13 04:26 PM
NEUKOM WILLIAM H.	Director	Jun 06 '25	Buy	104.22	335	34,912	301,471	Jun 06 08:00 PM
Ohlgart Christiane	Chief Financial Officer	Jun 06 '25	Sale	104.71	1,164	121,883	6,062	Jun 06 07:58 PM
MARGRIT CHRISTIANE OHLGART	Officer	Jun 06 '25	Proposed Sale	103.50	1,164	120,474		Jun 06 04:20 PM
KEITH JENSEN	Officer	May 27 '25	Proposed Sale	103.16	5,670	584,917		May 27 04:37 PM
KEITH JENSEN	Officer	May 20 '25	Proposed Sale	104.75	3,150	329,962		May 20 04:28 PM
Whittle John	CHIEF OPERATING OFFICER	May 01 '25	Option Exercise	0.00	4,614	0	73,919	May 05 06:13 PM
Jensen Keith	Chief Financial Officer	May 01 '25	Option Exercise	0.00	6,289	0	11,025	May 05 06:11 PM
Ohlgart Christiane	Chief Accounting Officer	May 01 '25	Option Exercise	0.00	7,120	0	9,690	May 05 06:10 PM
Xie Michael	VP, ENGINEERING & CTO	May 01 '25	Option Exercise	0.00	7,036	0	11,007,104	May 05 06:09 PM
Xie Michael	VP, ENGINEERING & CTO	May 02 '25	Sale	106.11	3,546	376,274	11,000,068	May 05 06:09 PM
Xie Ken	PRESIDENT & CEO	May 02 '25	Option Exercise	16.90	150,000	2,534,700	51,550,367	May 05 06:08 PM
Xie Ken	PRESIDENT & CEO	May 01 '25	Option Exercise	0.00	16,837	0	51,408,716	May 05 06:08 PM
Xie Ken	PRESIDENT & CEO	May 02 '25	Sale	106.10	158,488	16,814,799	51,391,879	May 05 06:08 PM
MICHAEL XIE	Director	May 02 '25	Proposed Sale	104.21	3,546	369,529		May 02 04:23 PM
KEN QING XIE	Director	May 02 '25	Proposed Sale	104.21	158,488	16,516,034		May 02 04:22 PM
Hu Jean X.	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	35,322	Apr 01 07:50 PM
Wilderotter Mary Agnes	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	3,939	Apr 01 04:17 PM
GOLDMAN KENNETH A	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	19,742	Apr 01 04:13 PM
STAVRIDIS JAMES G.	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	13,462	Apr 01 04:12 PM
Sim Judith	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	125,815	Apr 01 04:11 PM
NEUKOM WILLIAM H.	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	301,136	Apr 01 04:09 PM
Hsieh Ming	Director	Mar 31 '25	Option Exercise	0.00	1,130	0	58,957	Apr 01 04:08 PM
GOLDMAN KENNETH A	Director	Mar 12 '25	Sale	100.00	2,000	200,000	18,612	Mar 12 07:33 PM
Xie Michael	VP, ENGINEERING & CTO	Mar 11 '25	Sale	98.17	326,784	32,079,517	11,000,068	Mar 11 08:28 PM
GOLDMAN KENNETH A	Director	Mar 10 '25	Sale	99.32	1,000	99,320	20,612	Mar 11 08:27 PM
Xie Ken	PRESIDENT & CEO	Mar 10 '25	Option Exercise	16.90	150,000	2,534,700	51,597,879	Mar 11 08:26 PM
Xie Ken	PRESIDENT & CEO	Mar 10 '25	Sale	96.93	206,000	19,967,936	51,391,879	Mar 11 08:26 PM
MICHAEL XIE	Director	Mar 11 '25	Proposed Sale	96.04	326,784	31,384,335		Mar 11 04:23 PM
GOLDMAN KENNETH A	Director	Mar 10 '25	Proposed Sale	99.77	3,000	299,320		Mar 10 05:30 PM
KEN QING XIE	Director	Mar 10 '25	Proposed Sale	101.28	206,000	20,863,680		Mar 10 04:25 PM
NEUKOM WILLIAM H.	Director	Mar 06 '25	Buy	106.33	328	34,878	300,006	Mar 06 04:48 PM
Jensen Keith	Chief Financial Officer	Feb 26 '25	Option Exercise	43.29	17,660	764,579	22,396	Feb 27 04:50 PM
Jensen Keith	Chief Financial Officer	Feb 26 '25	Sale	109.18	17,660	1,928,064	4,736	Feb 27 04:50 PM
Jensen Keith	Chief Financial Officer	Feb 19 '25	Sale	113.56	23,500	2,668,563	4,736	Feb 20 07:15 PM
Xie Michael	VP, ENGINEERING & CTO	Feb 18 '25	Option Exercise	9.81	473,050	4,641,567	11,326,852	Feb 19 06:00 PM
KEITH JENSEN	Officer	Feb 19 '25	Proposed Sale	114.26	41,160	4,702,942		Feb 19 04:29 PM
Xie Ken	PRESIDENT & CEO	Feb 11 '25	Option Exercise	9.81	41,667	408,837	51,451,633	Feb 13 04:17 PM
Xie Ken	PRESIDENT & CEO	Feb 12 '25	Option Exercise	9.81	41,667	408,837	51,470,600	Feb 13 04:17 PM
Xie Ken	PRESIDENT & CEO	Feb 11 '25	Sale	108.75	22,700	2,468,700	51,428,933	Feb 13 04:17 PM
Xie Ken	PRESIDENT & CEO	Feb 12 '25	Sale	106.61	22,721	2,422,367	51,447,879	Feb 13 04:17 PM
KEN QING XIE	Director	Feb 12 '25	Proposed Sale	108.33	22,721	2,461,366		Feb 12 04:36 PM
KEN QING XIE	Director	Feb 11 '25	Proposed Sale	109.55	22,700	2,486,785		Feb 11 04:32 PM
Xie Michael	VP, ENGINEERING & CTO	Feb 01 '25	Option Exercise	0.00	50,351	0	10,877,369	Feb 04 06:30 PM
Xie Ken	PRESIDENT & CEO	Feb 01 '25	Option Exercise	0.00	111,072	0	49,150,770	Feb 04 06:28 PM
Jensen Keith	Chief Financial Officer	Feb 01 '25	Option Exercise	0.00	43,921	0	48,610	Feb 04 06:27 PM
Whittle John	CHIEF OPERATING OFFICER	Feb 01 '25	Option Exercise	0.00	34,627	0	85,072	Feb 04 06:26 PM
Xie Ken	PRESIDENT & CEO	Jan 14 '25	Option Exercise	9.81	41,667	408,837	49,044,089	Jan 15 07:04 PM
Xie Ken	PRESIDENT & CEO	Jan 15 '25	Option Exercise	9.81	41,666	408,827	49,062,742	Jan 15 07:04 PM
Xie Ken	PRESIDENT & CEO	Jan 15 '25	Sale	93.32	23,044	2,150,460	49,039,698	Jan 15 07:04 PM
Xie Ken	PRESIDENT & CEO	Jan 14 '25	Sale	92.27	23,013	2,123,333	49,021,076	Jan 15 07:04 PM
KEN QING XIE	Director	Jan 15 '25	Proposed Sale	92.49	23,044	2,131,340		Jan 15 04:20 PM
KEN QING XIE	Director	Jan 14 '25	Proposed Sale	93.83	23,013	2,159,310		Jan 14 04:21 PM
GOLDMAN KENNETH A	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	21,612	Jan 02 04:46 PM
NEUKOM WILLIAM H.	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	299,678	Jan 02 04:45 PM
Wilderotter Mary Agnes	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	2,809	Jan 02 04:44 PM
Sim Judith	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	124,685	Jan 02 04:43 PM
Hu Jean X.	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	34,192	Jan 02 04:41 PM
Hsieh Ming	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	57,827	Jan 02 04:40 PM
STAVRIDIS JAMES G.	Director	Dec 31 '24	Option Exercise	0.00	1,130	0	12,332	Jan 02 04:38 PM
Xie Ken	PRESIDENT & CEO	Dec 18 '24	Option Exercise	9.81	41,667	408,837	49,025,350	Dec 19 04:34 PM
Xie Ken	PRESIDENT & CEO	Dec 17 '24	Option Exercise	9.81	41,666	408,827	49,006,599	Dec 19 04:34 PM
Xie Ken	PRESIDENT & CEO	Dec 17 '24	Sale	97.93	22,916	2,244,142	48,983,683	Dec 19 04:34 PM
Xie Ken	PRESIDENT & CEO	Dec 18 '24	Sale	95.47	22,928	2,188,848	49,002,422	Dec 19 04:34 PM
KEN QING XIE	Director	Dec 18 '24	Proposed Sale	97.62	22,928	2,238,231		Dec 18 04:26 PM
KEN QING XIE	Director	Dec 17 '24	Proposed Sale	98.16	22,916	2,249,435		Dec 17 04:28 PM
NEUKOM WILLIAM H.	Director	Dec 06 '24	Buy	98.50	355	34,968	150,245	Dec 06 04:21 PM
Jensen Keith	Chief Financial Officer	Nov 26 '24	Option Exercise	43.29	17,650	764,097	22,339	Nov 27 04:59 PM
Jensen Keith	Chief Financial Officer	Nov 26 '24	Sale	95.66	17,650	1,688,337	4,689	Nov 27 04:59 PM
Jensen Keith	Chief Financial Officer	Nov 19 '24	Sale	90.83	4,250	386,013	4,689	Nov 20 04:08 PM
KEITH JENSEN	Officer	Nov 19 '24	Proposed Sale	91.88	21,900	2,012,172		Nov 19 04:22 PM
Xie Ken	PRESIDENT & CEO	Nov 13 '24	Option Exercise	9.81	41,667	408,837	48,987,829	Nov 14 04:05 PM
Xie Ken	PRESIDENT & CEO	Nov 12 '24	Option Exercise	9.81	41,667	408,837	48,969,100	Nov 14 04:05 PM
Xie Ken	PRESIDENT & CEO	Nov 13 '24	Sale	99.03	22,896	2,267,322	48,964,933	Nov 14 04:05 PM
Xie Ken	PRESIDENT & CEO	Nov 12 '24	Sale	98.55	22,938	2,260,428	48,946,162	Nov 14 04:05 PM
KEN QING XIE	Director	Nov 13 '24	Proposed Sale	99.15	22,896	2,270,138		Nov 13 04:31 PM
KEN QING XIE	Director	Nov 12 '24	Proposed Sale	97.18	22,938	2,229,115		Nov 12 04:30 PM
XIE FOUNDATION	Director	Nov 12 '24	Proposed Sale	97.18	5,000	485,900		Nov 12 04:30 PM
Jensen Keith	Chief Financial Officer	Nov 08 '24	Option Exercise	62.11	56,705	3,521,834	65,644	Nov 12 04:04 PM
Jensen Keith	Chief Financial Officer	Nov 08 '24	Sale	85.36	56,705	4,840,490	8,939	Nov 12 04:04 PM
Whittle John	CHIEF OPERATING OFFICER	Nov 08 '24	Option Exercise	16.90	38,495	650,489	88,940	Nov 12 04:02 PM
Whittle John	CHIEF OPERATING OFFICER	Nov 08 '24	Sale	85.56	38,495	3,293,666	50,445	Nov 12 04:02 PM
KEITH JENSEN	Officer	Nov 08 '24	Proposed Sale	83.68	56,705	4,745,074		Nov 08 04:25 PM
JOHN WHITTLE	Officer	Nov 08 '24	Proposed Sale	83.68	38,495	3,221,262		Nov 08 04:25 PM
Xie Ken	PRESIDENT & CEO	Nov 01 '24	Option Exercise	0.00	23,610	0	48,939,140	Nov 05 04:17 PM
Xie Michael	VP, ENGINEERING & CTO	Nov 01 '24	Option Exercise	0.00	9,349	0	10,856,367	Nov 05 04:15 PM
Xie Michael	VP, ENGINEERING & CTO	Nov 04 '24	Sale	78.86	24,712	1,948,883	10,827,018	Nov 05 04:15 PM
Jensen Keith	Chief Financial Officer	Nov 01 '24	Option Exercise	0.00	8,458	0	13,134	Nov 05 04:14 PM
Whittle John	CHIEF OPERATING OFFICER	Nov 01 '24	Option Exercise	0.00	5,333	0	53,091	Nov 05 04:12 PM
MICHAEL XIE	Director	Nov 04 '24	Proposed Sale	78.80	24,712	1,947,306		Nov 04 04:28 PM
Xie Ken	PRESIDENT & CEO	Oct 15 '24	Option Exercise	9.81	41,667	408,837	48,920,473	Oct 16 06:58 PM
Xie Ken	PRESIDENT & CEO	Oct 16 '24	Option Exercise	9.81	41,666	408,827	48,938,837	Oct 16 06:58 PM
Xie Ken	PRESIDENT & CEO	Oct 15 '24	Sale	82.63	23,302	1,925,547	48,897,171	Oct 16 06:58 PM

ARLO Arlo Technologies Inc daily Stock Chart

Peers: CSCO NET ANET S NTGR ADTN NTNX HPE EXTR JNPR

| Held by: IJR VTI IWM VGT VXF SPSM IWO KOMP IJT SCHA

Index	RUT	P/E	-	EPS (ttm)	-0.22	Insider Own	5.19%	Shs Outstand	103.30M	Perf Week	1.80%
Market Cap	1.75B	Forward P/E	23.12	EPS next Y	0.73	Insider Trans	-37.43%	Shs Float	98.86M	Perf Month	23.35%
Enterprise Value	1.62B	PEG	-	EPS next Q	0.15	Inst Own	88.98%	Short Float	5.92%	Perf Quarter	65.30%
Income	-21.70M	P/S	3.47	EPS this Y	55.80%	Inst Trans	1.19%	Short Ratio	5.86	Perf Half Y	46.97%
Sales	505.75M	P/B	16.95	EPS next Y	17.73%	ROA	-7.40%	Short Interest	5.85M	Perf YTD	51.56%
Book/sh	1.00	P/C	11.45	EPS next 5Y	-	ROE	-21.34%	52W High	17.70 -4.18%	Perf Year	30.56%
Cash/sh	1.48	P/FCF	30.62	EPS past 3/5Y	23.00% 23.03%	ROIC	-17.96%	52W Low	7.84 116.33%	Perf 3Y	162.95%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	5.51% 6.69%	Gross Margin	38.13%	Volatility	3.28% 4.01%	Perf 5Y	554.83%
Dividend TTM	-	EV/Sales	3.21	EPS Y/Y TTM	-18.75%	Oper. Margin	-4.69%	ATR (14)	0.58	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.22	Sales Y/Y TTM	0.27%	Profit Margin	-4.29%	RSI (14)	66.12	Recom	1.40
Dividend Gr. 3/5Y	- -	Current Ratio	1.42	EPS Q/Q	91.82%	SMA20	2.00%	Beta	2.03	Target Price	19.00
Payout	-	Debt/Eq	0.21	Sales Q/Q	-4.13%	SMA50	23.86%	Rel Volume	1.01	Prev Close	17.17
Employees	360	LT Debt/Eq	0.17	Earnings	May 08 AMC	SMA200	42.13%	Avg Volume	998.66K	Price	16.96
IPO	Aug 03, 2018	Option/Short	Yes / Yes	EPS/Sales Surpr.	28.98% 0.60%	Trades		Volume	1,004,351	Change	-1.22%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-28-25	Reiterated	Craig Hallum	Buy	$15 → $17
Nov-08-24	Reiterated	Craig Hallum	Buy	$17 → $15
Oct-31-23	Initiated	ROTH MKM	Buy	$13
Jun-29-23	Initiated	Craig Hallum	Buy	$17
Jan-25-22	Initiated	Lake Street	Buy	$14
Jul-29-20	Upgrade	Raymond James	Mkt Perform → Outperform	$6
Nov-12-19	Resumed	Deutsche Bank	Buy	$4
Nov-12-19	Initiated	Deutsche Bank	Buy	$4
Aug-07-19	Reiterated	BofA/Merrill	Underperform	$5 → $3.50
Feb-07-19	Reiterated	Imperial Capital	Outperform	$29 → $7.50
Feb-06-19	Downgrade	BofA/Merrill	Neutral → Underperform
Jan-04-19	Reiterated	Imperial Capital	Outperform	$39 → $29
Aug-30-18	Upgrade	Guggenheim	Neutral → Buy	$26
Aug-28-18	Initiated	Raymond James	Mkt Perform
Aug-28-18	Initiated	Imperial Capital	Outperform	$39
Aug-28-18	Initiated	Guggenheim	Neutral	$26
Aug-28-18	Initiated	Deutsche Bank	Buy	$28
Aug-28-18	Initiated	BofA/Merrill	Neutral	$24

Show Previous Ratings

Today 06:33AM	5 Insightful Analyst Questions From Arlo Technologies's Q1 Earnings Call (StockStory)
Jun-25-25 04:59PM	Jim Cramer on Arlo Technologies: "Wait for a Buyback Before You Buy More" (Insider Monkey)
Jun-15-25 11:34PM	Specialized Technology Stocks Q1 Earnings Review: Arlo Technologies (NYSE:ARLO) Shines (StockStory)
Jun-10-25 06:03AM	ARLO Q1 Earnings Call: Services Growth Offsets Hardware Declines Amid Tariff Uncertainty (StockStory)
12:01AM	2 Reasons to Like ARLO and 1 to Stay Skeptical (StockStory)
01:07PM	Loading…
Jun-05-25 01:07PM	Why Are Arlo Technologies (ARLO) Shares Soaring Today (StockStory) +11.03%
08:30AM	ARLO SURPASSES $300M ANNUAL RECURRING REVENUE (PR Newswire)
May-09-25 03:47AM	Arlo Technologies Inc (ARLO) Q1 2025 Earnings Call Highlights: Subscriber Growth and Strategic ... (GuruFocus.com) +16.82%
May-08-25 06:00PM	Arlo Technologies (ARLO) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:45PM	Arlo Technologies (ARLO) Q1 Earnings and Revenues Top Estimates (Zacks)
04:47PM	Arlo Technologies: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Arlo Reports First Quarter 2025 Results (Business Wire)
08:09AM	ARLO EXCEEDS 5 MILLION PAID SUBSCRIPTION ACCOUNTS, SURPASSES $275M ANNUAL RECURRING REVENUE (PR Newswire)
08:02AM	ARLO ANNOUNCES SECURE 6 SMART HOME SECURITY SERVICE (PR Newswire)
May-07-25 05:35PM	Arlo Technologies Q1 2025 Earnings Preview (Seeking Alpha)
10:23AM	Loading…
10:23AM	Arlo Technologies Inc (ARLO) Q1 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
May-02-25 04:26PM	Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08 (PR Newswire)
Apr-29-25 02:17PM	Is the Options Market Predicting a Spike in Arlo Technologies (ARLO) Stock? (Zacks)
Apr-28-25 09:03AM	3 Cash-Producing Stocks in the Doghouse (StockStory)
Apr-14-25 10:27AM	Compass Rises 28% YTD: Should Investors Buy or Hold on to the Stock? (Zacks)
08:00AM	Arlo Technologies Schedules First Quarter 2025 Results Conference Call (Business Wire)
Apr-09-25 01:02PM	Should Investors Hold SE Shares Post a 10% Rise in 6 Months? (Zacks) +12.13%
Apr-08-25 05:06AM	3 Reasons ARLO is Risky and 1 Stock to Buy Instead (StockStory)
Mar-26-25 10:42AM	Roper Benefits From Business Strength & Buyouts Amid Risks (Zacks)
Mar-25-25 12:19PM	Roper to Acquire CentralReach, Expands in Healthcare Market (Zacks)
Mar-24-25 09:00AM	3 Services Stocks Walking a Fine Line (StockStory)
Mar-18-25 05:04AM	Specialized Technology Stocks Q4 Earnings Review: PAR Technology (NYSE:PAR) Shines (StockStory)
Mar-17-25 05:04AM	Spotting Winners: Arlo Technologies (NYSE:ARLO) And Specialized Technology Stocks In Q4 (StockStory)
Mar-12-25 05:06AM	Q4 Rundown: OSI Systems (NASDAQ:OSIS) Vs Other Specialized Technology Stocks (StockStory)
Feb-28-25 04:45AM	Arlo Technologies, Inc. (ARLO) Partners with RapidSOS to Enhance Emergency Response with AI-Powered Video Verification (Insider Monkey) +20.64%
02:43AM	Loading…
02:43AM	Arlo Technologies Inc (ARLO) Q4 2024 Earnings Call Highlights: Subscription Growth and ... (GuruFocus.com)
Feb-27-25 06:00PM	Compared to Estimates, Arlo Technologies (ARLO) Q4 Earnings: A Look at Key Metrics (Zacks)
05:35PM	Arlo Technologies (ARLO) Misses Q4 Earnings Estimates (Zacks)
04:34PM	Arlo Technologies: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Arlo Reports Fourth Quarter and Full Year 2024 Results (Business Wire)
08:04AM	ARLO AND SAMSUNG SMARTTHINGS EXPAND PARTNERSHIP TO ENHANCE HOME SECURITY WITH AI-POWERED FEATURES (PR Newswire)
08:01AM	Arlo and RapidSOS Partner for Smarter, AI-Powered Emergency Response with Video Verification (PR Newswire)
Feb-26-25 09:00AM	Arlo Technologies to Present at the Raymond James Institutional Investors Conference (Business Wire)
07:46AM	Arlo Technologies Inc (ARLO) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Feb-07-25 06:31PM	Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08 (PR Newswire)
Jan-30-25 09:00AM	Arlo Technologies Schedules Fourth Quarter and Full Year 2024 Results Conference Call (Business Wire)
Jan-09-25 08:48AM	Heres Why Middle Coast Investing Sold Arlo Technologies (ARLO) (Insider Monkey)
Jan-07-25 08:01AM	ARLO UNVEILS STRATEGIC PARTNERSHIP WITH ORIGIN AI TO DELIVER ADVANCED SMART HOME SECURITY SOLUTIONS (PR Newswire)
Dec-06-24 09:55AM	Does Arlo Technologies (ARLO) Have the Potential to Rally 41.29% as Wall Street Analysts Expect? (Zacks)
Dec-02-24 09:00AM	Arlo Technologies to Present at the Raymond James TMT and Consumer Conference (Business Wire) +5.26%
Nov-28-24 03:00AM	ARLO UNVEILS ALL-NEW WIRED FLOODLIGHT CAMERA FOR ULTIMATE OUTDOOR PROTECTION IN AUSTRALIA (PR Newswire)
Nov-25-24 04:23AM	Internet of Things Stocks Q3 Recap: Benchmarking Arlo (NYSE:ARLO) (StockStory)
Nov-20-24 09:55AM	Wall Street Analysts Predict a 50.75% Upside in Arlo Technologies (ARLO): Here's What You Should Know (Zacks)
Nov-19-24 12:00PM	All You Need to Know About Arlo Technologies (ARLO) Rating Upgrade to Buy (Zacks) +6.32%
Nov-08-24 04:02PM	Arlo Technologies Inc (ARLO) Q3 2024 Earnings Call Highlights: Strong Service Revenue Growth ... (GuruFocus.com)
Nov-07-24 06:25PM	Arlo Technologies (ARLO) Q3 Earnings and Revenues Beat Estimates (Zacks)
05:30PM	Arlo (NYSE:ARLO) Beats Q3 Sales Targets But Stock Drops 14.5% (StockStory)
05:17PM	Arlo Technologies: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Arlo Reports Third Quarter 2024 Results (Business Wire)
07:30AM	Allstate and Arlo Team Up to Boost Home Protection Just in Time for The Holidays (PR Newswire)
Nov-04-24 09:00AM	Allstate and Arlo Team Up to Boost Home Protection Just in Time for The Holidays (Business Wire)
Oct-29-24 02:11PM	Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08 (PR Newswire)
Oct-16-24 09:00AM	Arlo Technologies Schedules Third Quarter 2024 Results Conference Call (Business Wire)
Oct-15-24 08:02AM	ARLO INTRODUCES ALL-NEW WIRED FLOODLIGHT CAMERA FOR ULTIMATE OUTDOOR PROTECTION (PR Newswire)
Oct-09-24 06:04PM	Arlo Technologies Inc (ARLO) Q2 2024 Earnings Call Highlights: Record Growth in Paid Accounts ... (GuruFocus.com)
Sep-30-24 05:21AM	Unpacking Q2 Earnings: Arlo (NYSE:ARLO) In The Context Of Other Internet of Things Stocks (StockStory)
Sep-24-24 08:02AM	ARLO ANNOUNCES SECURE 5: NEXT GENERATION OF SMART HOME SECURITY POWERED BY ARLO INTELLIGENCE (PR Newswire)
06:05AM	Arlo Adopts Stock Repurchase Program (Business Wire)
Sep-23-24 08:32AM	Are Options Traders Betting on a Big Move in Arlo Technologies (ARLO) Stock? (Zacks)
Sep-09-24 07:02PM	PRIMECAP Management Reduces Stake in Arlo Technologies Inc (GuruFocus.com)
Aug-14-24 05:01PM	Director Ralph Faison Acquires 8,842 Shares of Arlo Technologies Inc (ARLO) (GuruFocus.com)
Aug-08-24 06:00PM	Arlo Technologies (ARLO) Tops Q2 Earnings and Revenue Estimates (Zacks) +5.80% -15.56%
05:04PM	Arlo Technologies: Q2 Earnings Snapshot (Associated Press Finance)
04:38PM	Arlo (NYSE:ARLO) Posts Better-Than-Expected Sales In Q2 But Full-Year Sales Guidance Misses Expectations (StockStory)
04:05PM	Arlo Reports Second Quarter 2024 Results (Business Wire)
Aug-01-24 10:01AM	Arlo Technologies (ARLO) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-29-24 07:35PM	Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08 (PR Newswire)
Jul-18-24 05:00PM	Arlo Technologies Schedules Second Quarter 2024 Results Conference Call (Business Wire)
Jul-16-24 05:47AM	Arlo Technologies (ARLO): Stock's Price Today Does Not Predict Its Future (Insider Monkey)
03:09AM	Internet of Things Stocks Q1 Recap: Benchmarking Arlo (NYSE:ARLO) (StockStory)
Jul-12-24 01:46AM	Insider Selling: Director Miller Carter Sells Shares of Arlo Technologies Inc (ARLO) (GuruFocus.com)
Jul-10-24 03:00PM	Insider Sale: Director Amy Rothstein Sells 15,000 Shares of Arlo Technologies Inc (ARLO) (GuruFocus.com)
10:24AM	Arlo Technologies (ARLO) Surges 19.7%: Is This an Indication of Further Gains? (Zacks)
Jul-09-24 08:02AM	ARLO SURPASSES 4 MILLION PAID SUBSCRIPTION ACCOUNTS (PR Newswire) +19.71%
Jul-02-24 08:02AM	ARLO LAUNCHES STRATEGIC PARTNERSHIP WITH ALLSTATE (PR Newswire)
Jun-26-24 08:36AM	Is the Options Market Predicting a Spike in Arlo Technologies (ARLO) Stock? (Zacks)
Jun-17-24 03:00PM	Insider Sale: Director Amy Rothstein Sells 25,000 Shares of Arlo Technologies Inc (ARLO) (GuruFocus.com)
May-10-24 01:53PM	Arlo Technologies Inc (ARLO) Q1 2024 Earnings: Aligns with EPS Projections Amid Revenue Growth (GuruFocus.com) -17.88%
11:21AM	Arlo Technologies, Inc. (NYSE:ARLO) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:25AM	Arlo Technologies Q1 Adjusted Earnings, Revenue Rise; Issues Q2 Outlook (MT Newswires)
May-09-24 04:47PM	Arlo Technologies: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Arlo Reports First Quarter 2024 Results (Business Wire)
04:04PM	ARLO AND VERISURE EXTEND STRATEGIC PARTNERSHIP (PR Newswire)
09:04AM	ARLO TECHNOLOGIES HONORED AS GOLD STEVIE AWARD WINNER IN 2024 AMERICAN BUSINESS AWARDS (PR Newswire)
May-01-24 04:43PM	Arlo Technologies Announces Inducement Awards Under NYSE Rule 303A.08 (PR Newswire) +6.10%
Apr-15-24 09:00AM	Arlo Technologies Schedules First Quarter 2024 Results Conference Call (Business Wire)
Mar-06-24 11:54PM	Arlo Technologies Inc CFO Kurtis Binder Sells 117,158 Shares (GuruFocus.com)
Mar-05-24 12:37PM	15 Cities with the Most CCTV Cameras in the World (Insider Monkey)
Mar-04-24 09:31AM	Arlo Technologies, Inc. (NYSE:ARLO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 05:11PM	Arlo Technologies: Q4 Earnings Snapshot (Associated Press Finance) +13.64%
04:36PM	Arlo Technologies Inc (ARLO) Posts Record Service Revenue and Achieves First GAAP Net Earnings in Q4 (GuruFocus.com)
04:05PM	Arlo Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
08:00AM	ARLO SURPASSES 3 MILLION PAID SUBSCRIPTION ACCOUNTS (PR Newswire)
08:00AM	Arlo Announces Changes to Executive Leadership Team to Drive Expansion of Consumer-Oriented, Services-First Strategy (Business Wire)
Feb-28-24 07:24PM	Arlo Technologies to Present at the Raymond James Institutional Investors Conference (Business Wire)

Arlo Technologies, Inc. engages in the provision and development of cloud services artificial intelligence, computer vision analytics, wireless connectivity, and user experience design, and home security. The firm offers security systems, cameras, doorbells, and floodlight. It operates through the following geographical segments: United States, Spain, Ireland, and Other Countries. The company was founded in January 2018 and is headquartered in Carlsbad, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MCRAE MATTHEW BLAKE	CEO	Jun 25 '25	Sale	16.87	243,302	4,103,313	1,553,057	Jun 27 04:15 PM
MCRAE MATTHEW BLAKE	CEO	Jun 26 '25	Sale	17.22	113,322	1,950,929	1,439,735	Jun 27 04:15 PM
MCRAE MATTHEW BLAKE	CEO	Jun 20 '25	Sale	17.14	372,488	6,386,270	2,290,493	Jun 24 06:41 PM
MCRAE MATTHEW BLAKE	CEO	Jun 24 '25	Sale	16.80	305,204	5,128,404	1,796,359	Jun 24 06:41 PM
MCRAE MATTHEW BLAKE	CEO	Jun 23 '25	Sale	16.71	188,930	3,156,113	2,101,563	Jun 24 06:41 PM
MATTHEW B MCRAE	Director	Jun 20 '25	Proposed Sale	17.23	1,554,871	26,790,427		Jun 20 04:25 PM
CARTER MILLER JOYCELYN	Director	Jun 06 '25	Sale	17.00	20,000	340,000	101,144	Jun 09 02:57 PM
CARTER MILLER JOYCELYN	Officer	Jun 06 '25	Proposed Sale	16.95	20,000	339,000		Jun 06 03:25 PM
Busse Brian	GENERAL COUNSEL	Jun 05 '25	Sale	15.73	46,029	723,838	610,756	Jun 06 12:10 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	Jun 05 '25	Sale	15.42	76,500	1,179,607	1,015,774	Jun 06 12:09 PM
KURTIS BINDER	Officer	Jun 05 '25	Proposed Sale	14.60	168,747	2,463,706		Jun 05 05:01 PM
BRIAN C BUSSE	Officer	Jun 05 '25	Proposed Sale	14.60	46,029	672,023		Jun 05 04:22 PM
Busse Brian	GENERAL COUNSEL	May 08 '25	Sale	10.37	21,367	221,614	656,785	May 09 06:07 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	May 08 '25	Sale	10.37	135,183	1,402,091	1,092,274	May 09 06:06 PM
MCRAE MATTHEW BLAKE	CEO	May 08 '25	Sale	10.37	91,999	954,195	2,660,745	May 09 06:05 PM
MCRAE MATTHEW BLAKE	CEO	Apr 29 '25	Sale	9.90	25,405	251,507	2,580,370	Apr 30 02:09 PM
Busse Brian	GENERAL COUNSEL	Mar 20 '25	Sale	10.70	26,258	280,861	636,485	Mar 24 02:44 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	Mar 20 '25	Sale	10.70	184,589	1,974,401	977,457	Mar 24 02:43 PM
MCRAE MATTHEW BLAKE	CEO	Mar 20 '25	Sale	10.70	157,851	1,688,406	2,558,425	Mar 24 02:42 PM
MCRAE MATTHEW BLAKE	CEO	Mar 11 '25	Sale	11.09	59,226	656,597	2,427,452	Mar 11 05:29 PM
MCRAE MATTHEW BLAKE	CEO	Mar 06 '25	Sale	12.03	259,227	3,117,282	2,945,905	Mar 10 06:25 PM
MCRAE MATTHEW BLAKE	CEO	Mar 07 '25	Sale	11.79	259,227	3,056,649	2,686,678	Mar 10 06:25 PM
MCRAE MATTHEW BLAKE	CEO	Mar 10 '25	Sale	11.04	200,000	2,207,180	2,486,678	Mar 10 06:25 PM
MATTHEW B MCRAE	Director	Mar 06 '25	Proposed Sale	12.28	777,680	9,549,910		Mar 06 04:31 PM
Busse Brian	GENERAL COUNSEL	Mar 04 '25	Sale	11.50	6,593	75,849	612,743	Mar 05 09:10 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	Mar 04 '25	Sale	11.50	12,155	139,826	837,906	Mar 05 09:10 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	Mar 05 '25	Sale	12.06	9,193	110,890	828,713	Mar 05 09:10 PM
MCRAE MATTHEW BLAKE	CEO	Mar 04 '25	Sale	11.50	26,435	304,116	3,205,132	Mar 05 09:09 PM
KURTIS BINDER	Officer	Mar 05 '25	Proposed Sale	11.84	9,193	108,845		Mar 05 04:27 PM
Busse Brian	GENERAL COUNSEL	Feb 12 '25	Sale	11.11	17,669	196,350	606,832	Feb 13 04:31 PM
MCRAE MATTHEW BLAKE	CEO	Feb 12 '25	Sale	11.11	146,338	1,626,196	3,183,380	Feb 13 04:07 PM
Busse Brian	GENERAL COUNSEL	Feb 05 '25	Sale	11.43	11,475	131,186	590,983	Feb 07 07:36 PM
Busse Brian	GENERAL COUNSEL	Feb 06 '25	Sale	11.24	5,780	64,941	585,203	Feb 07 07:36 PM
MCRAE MATTHEW BLAKE	CEO	Feb 06 '25	Sale	11.24	73,706	828,131	3,054,990	Feb 07 07:35 PM
MCRAE MATTHEW BLAKE	CEO	Feb 05 '25	Sale	11.43	59,316	678,118	3,128,696	Feb 07 07:35 PM
MCRAE MATTHEW BLAKE	CEO	Jan 29 '25	Sale	11.66	46,866	546,593	3,161,472	Jan 30 08:21 PM
Busse Brian	GENERAL COUNSEL	Jan 29 '25	Sale	11.66	9,007	105,049	602,458	Jan 30 08:15 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	Dec 16 '24	Sale	12.80	63,882	817,498	828,713	Dec 17 04:30 PM
KURTIS BINDER	Officer	Dec 16 '24	Proposed Sale	12.39	63,882	791,498		Dec 16 04:28 PM
MCRAE MATTHEW BLAKE	CEO	Dec 02 '24	Sale	11.54	316,644	3,653,818	3,160,988	Dec 03 08:34 PM
Busse Brian	GENERAL COUNSEL	Dec 02 '24	Sale	11.54	27,588	318,343	611,465	Dec 03 08:32 PM
Busse Brian	GENERAL COUNSEL	Nov 26 '24	Sale	11.96	86,421	1,033,224	639,053	Nov 27 02:22 PM
BRIAN C BUSSE	Officer	Nov 26 '24	Proposed Sale	12.19	86,421	1,053,472		Nov 26 04:22 PM
BINDER KURTIS JOSEPH	CHIEF FINANCIAL OFFICER	Sep 30 '24	Sale	11.94	7,098	84,766	892,595	Sep 30 05:46 PM
KURTIS BINDER	Officer	Sep 30 '24	Proposed Sale	11.83	7,098	83,969		Sep 30 04:24 PM
FAISON RALPH E	Director	Aug 12 '24	Buy	11.89	8,842	105,090	385,599	Aug 14 02:38 PM
CARTER MILLER JOYCELYN	Director	Jul 09 '24	Sale	15.03	19,629	295,024	121,144	Jul 11 09:09 PM
Rothstein Amy M	Director	Jul 09 '24	Sale	14.83	15,000	222,450	75,032	Jul 10 11:53 AM

TT Trane Technologies plc daily Stock Chart

Peers: LII CARR HON JCI EMR AAON IR DOV VRSK RBC

| Held by: VTI VOO SPY IVV VTV JEPI XLI IWF QUAL PAVE

Index	S&P 500	P/E	36.39	EPS (ttm)	12.02	Insider Own	0.25%	Shs Outstand	223.50M	Perf Week	2.46%
Market Cap	97.55B	Forward P/E	30.16	EPS next Y	14.50	Insider Trans	-11.43%	Shs Float	222.47M	Perf Month	1.18%
Enterprise Value	101.49B	PEG	2.78	EPS next Q	3.79	Inst Own	88.74%	Short Float	1.36%	Perf Quarter	31.75%
Income	2.74B	P/S	4.80	EPS this Y	15.27%	Inst Trans	1.78%	Short Ratio	2.05	Perf Half Y	15.13%
Sales	20.31B	P/B	13.05	EPS next Y	12.15%	ROA	14.01%	Short Interest	3.02M	Perf YTD	18.43%
Book/sh	33.52	P/C	113.36	EPS next 5Y	13.09%	ROE	38.45%	52W High	437.41 0.00%	Perf Year	32.64%
Cash/sh	3.86	P/FCF	34.92	EPS past 3/5Y	24.16% 14.00%	ROIC	23.98%	52W Low	298.15 46.71%	Perf 3Y	243.01%
Dividend Est.	3.69 (0.84%)	EV/EBITDA	24.92	Sales past 3/5Y	11.96% 8.69%	Gross Margin	35.93%	Volatility	1.42% 1.56%	Perf 5Y	385.53%
Dividend TTM	3.56 (0.81%)	EV/Sales	5.00	EPS Y/Y TTM	28.49%	Oper. Margin	18.15%	ATR (14)	7.38	Perf 10Y	713.97%
Dividend Ex-Date	Sep 05, 2025	Quick Ratio	0.74	Sales Y/Y TTM	11.43%	Profit Margin	13.47%	RSI (14)	67.23	Recom	2.52
Dividend Gr. 3/5Y	12.50% 9.65%	Current Ratio	1.09	EPS Q/Q	40.54%	SMA20	2.39%	Beta	1.16	Target Price	430.55
Payout	29.89%	Debt/Eq	0.64	Sales Q/Q	11.22%	SMA50	7.00%	Rel Volume	0.85	Prev Close	432.29
Employees	45000	LT Debt/Eq	0.52	Earnings	Apr 30 BMO	SMA200	13.87%	Avg Volume	1.47M	Price	437.41
IPO	Jan 01, 1919	Option/Short	Yes / Yes	EPS/Sales Surpr.	11.33% 5.04%	Trades		Volume	1,254,808	Change	1.18%

Date	Action	Analyst	Rating Change	Price Target Change
May-01-25	Upgrade	Stephens	Equal-Weight → Overweight	$475
Apr-25-25	Upgrade	HSBC Securities	Hold → Buy	$415
Jan-28-25	Downgrade	Melius	Buy → Hold	$398
Nov-22-24	Initiated	Northcoast	Buy	$500
Nov-13-24	Resumed	UBS	Buy	$375 → $500
Oct-31-24	Downgrade	HSBC Securities	Buy → Hold	$405
Sep-06-24	Initiated	Morgan Stanley	Overweight	$425
Oct-06-23	Upgrade	JP Morgan	Underweight → Neutral	$191
Oct-05-23	Upgrade	BofA Securities	Underperform → Neutral	$187 → $210
Sep-15-23	Initiated	HSBC Securities	Buy	$256
Mar-28-23	Initiated	Oppenheimer	Perform
Jan-04-23	Upgrade	UBS	Neutral → Buy	$168 → $200
Dec-21-22	Downgrade	BMO Capital Markets	Outperform → Market Perform	$180
Dec-12-22	Downgrade	BofA Securities	Neutral → Underperform	$160
Jul-08-22	Upgrade	Cowen	Market Perform → Outperform	$180
Feb-01-22	Reiterated	Wolfe Research	Peer Perform	$210 → $202
Feb-01-22	Reiterated	Wells Fargo	Underweight	$185 → $174
Feb-01-22	Reiterated	Mizuho	Neutral	$205 → $180
Feb-01-22	Reiterated	Deutsche Bank	Hold	$189 → $184
Feb-01-22	Reiterated	Credit Suisse	Outperform	$213 → $204

Show Previous Ratings

Jun-27-25 11:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-24-25 04:15PM	Trane Technologies Recognized by TIME as One of the World's Most Sustainable Companies (Business Wire)
Jun-20-25 09:30AM	At Trane Technologies, the CEO's Focus on Sustainability Also Applies to Financials (Barrons.com)
Jun-18-25 01:48PM	3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term (Motley Fool)
08:48AM	5 Insightful Analyst Questions From Trane Technologies's Q1 Earnings Call (StockStory)
08:04AM	Loading…
Jun-17-25 08:04AM	Gold Stock Flirts With A Buy Point After 88% Gain (Investor's Business Daily)
Jun-16-25 06:15PM	Why Trane Technologies (TT) Outpaced the Stock Market Today (Zacks)
06:20AM	Should You Invest in the SPDR S&P Homebuilders ETF (XHB)? (Zacks)
Jun-10-25 04:27PM	Trane CEO expands on the HVAC operator's stock boom, innovations (Yahoo Finance Video)
Jun-05-25 11:00PM	Trane Technologies Delivers Leading Business and Sustainability Performance by Reducing Customers' Energy Use and Carbon Emissions (PR Newswire)
06:15PM	Trane Technologies (TT) Stock Moves -0.42%: What You Should Know (Zacks)
06:27AM	Trane Technologies Declares Quarterly Dividend (Business Wire)
06:20AM	Should You Invest in the Invesco Dorsey Wright Industrials Momentum ETF (PRN)? (Zacks)
Jun-04-25 04:15PM	Trane Technologies Honored for Outstanding Corporate Citizenship with Inclusion on The Civic 50 (Business Wire)
May-30-25 11:31AM	Trane Technologies (TT) Up 10.1% Since Last Earnings Report: Can It Continue? (Zacks)
06:20AM	Loading…
06:20AM	Is Inspire International ETF (WWJD) a Strong ETF Right Now? (Zacks)
May-29-25 06:30AM	Trane Technologies Delivers Leading Business and Sustainability Performance by Reducing Customers Energy Use and Carbon Emissions (Business Wire)
May-27-25 08:30AM	Here's How Much a $1000 Investment in Trane Technologies Made 10 Years Ago Would Be Worth Today (Zacks)
May-26-25 09:40AM	Are Construction Stocks Lagging Granite Construction (GVA) This Year? (Zacks)
May-22-25 12:00PM	All You Need to Know About Trane Technologies (TT) Rating Upgrade to Buy (Zacks)
May-19-25 06:20AM	Is Invesco Building & Construction ETF (PKB) a Strong ETF Right Now? (Zacks)
May-12-25 04:18PM	Top Research Reports for Texas Instruments, Boeing & NextEra Energy (Zacks)
May-08-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Trane Technologies (TT) is a Great Choice (Zacks)
May-07-25 06:30AM	Trane Technologies to Present at the Wolfe Research Global Transportation and Industrials Conference (Business Wire)
May-05-25 07:38PM	TT Q1 Earnings Call: Trane Technologies Exceeds Expectations, Focuses on Pricing Amid Tariffs (StockStory)
06:20AM	Should You Invest in the Invesco Building & Construction ETF (PKB)? (Zacks)
May-03-25 10:39PM	Top 50 High-Quality Dividend Stocks For May 2025 (Seeking Alpha)
06:47AM	What Moved Markets This Week (Seeking Alpha)
03:02AM	Ingersoll Rand Inc (IR) Q1 2025 Earnings Call Highlights: Strong Order Growth and Record Cash ... (GuruFocus.com)
01:00AM	Q1 2025 Ingersoll Rand Inc Earnings Call (Thomson Reuters StreetEvents)
05:30PM	Loading…
May-01-25 05:30PM	Carrier Global Q1: Strong Margin Improvement (Seeking Alpha)
04:38PM	Ingersoll: Q1 Earnings Snapshot (Associated Press Finance)
09:17AM	Ingersoll Rand Inc (IR) Q1 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
05:41AM	Trane Technologies Q1: Strong Pricing Power Offsetting Tariff Impact (Seeking Alpha)
03:12AM	Trane Technologies PLC (TT) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Apr-30-25 03:46PM	Analyst Report: Trane Technologies plc (Morningstar Research) +8.45%
02:53PM	Trane Technologies plc (TT) Q1 2025 Earnings Call Transcript (Seeking Alpha)
02:08PM	4 Industrial Stocks to Avoid Before They Report Earnings (Barrons.com)
01:33PM	Trane Technologies Q1 Earnings & Revenues Beat Estimates, Rise Y/Y (Zacks)
11:50AM	Top Stock Movers Now: Super Micro Computer, Snap, Mondelez, and More (Investopedia)
10:15AM	The Davenport Core Leaders Fund Q1 2025 Commentary (Seeking Alpha)
09:30AM	Trane Technologies (TT) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:15AM	Trane Technologies (TT) Q1 Earnings and Revenues Surpass Estimates (Zacks)
06:30AM	Trane Technologies Reports Strong First Quarter Results; Reaffirms Guidance Range and Expects to Perform Towards High-End (Business Wire)
06:15AM	Trane Technologies: Q1 Earnings Snapshot (Associated Press Finance)
Apr-29-25 02:05PM	How Baris Akcora Contributes to Our Culture of Innovation by Developing Electrification Solutions (ACCESSWIRE)
09:01AM	Range Energy and Thermo King Expand Collaboration to Include Installation and Service for Range Energys eTrailer System (Business Wire)
06:30AM	Trane Technologies to Present at the Oppenheimer Industrial Growth Conference (Business Wire)
03:11AM	Trane Technologies (TT) Reports Earnings Tomorrow: What To Expect (StockStory)
Apr-28-25 11:28AM	Trane Technologies to Post Q1 Earnings: What's in the Cards? (Zacks)
10:39AM	CARR Set to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
08:50AM	These 2 Construction Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
Apr-25-25 06:15PM	Trane Technologies (TT) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
01:52PM	HSBC names three industrial stocks to buy amid tariff volatility (Investing.com)
11:15AM	NZS Capital Q1 2025 Shareholder Letter (Seeking Alpha)
09:15AM	Unlocking Q1 Potential of Trane Technologies (TT): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-24-25 05:20PM	Comfort Systems (FIX) Tops Q1 Earnings and Revenue Estimates (Zacks)
10:02AM	Earnings Preview: Aaon (AAON) Q1 Earnings Expected to Decline (Zacks)
09:00AM	Trane Technologies Named to Financial Times Europe's Climate Leaders List for 5th Consecutive Year (ACCESSWIRE)
07:35AM	Giverny Capital Asset Management Q1 2025 Letter (Seeking Alpha)
Apr-23-25 10:01AM	Trane Technologies (TT) Earnings Expected to Grow: Should You Buy? (Zacks)
07:55AM	Lennox International (LII) Q1 Earnings and Revenues Top Estimates (Zacks)
Apr-21-25 05:01AM	Trane Technologies (TT): 3 Reasons We Love This Stock (StockStory)
04:00AM	Thermo King Launches Flagship LEGEND Trailer Refrigeration Unit with Asian-based Production (PR Newswire)
Apr-20-25 09:30AM	Invest In 6 Funds For A Potential $5,000 Monthly Income (Seeking Alpha)
Apr-18-25 07:30AM	Trane Technologies Recognized for Environmental Leadership on CDP's 'A List' (ACCESSWIRE)
Apr-17-25 11:00PM	Thermo King Launches Flagship LEGEND Trailer Refrigeration Unit with Asian-based Production (PR Newswire)
04:15PM	Trane Technologies Recognized for Environmental Leadership on CDP's 'A List' (Business Wire)
09:06AM	Trane Technologies (TT): Among Louis Navellier's New Stock Picks (Insider Monkey)
08:50AM	Want Better Returns? Don?t Ignore These 2 Construction Stocks Set to Beat Earnings (Zacks)
07:30AM	Driving Business Value: Embracing Circularity (ACCESSWIRE)
Apr-13-25 11:50PM	ClearBridge International Growth ACWI Ex-U.S. Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-11-25 12:10PM	Will Trane Technologies (TT) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:50AM	Why Investors Need to Take Advantage of These 2 Construction Stocks Now (Zacks)
Apr-10-25 11:00PM	Thermo King Launches Flagship LEGEND Trailer Refrigeration Unit with Asian-based Production (PR Newswire)
06:15PM	Trane Technologies (TT) Stock Moves -1.3%: What You Should Know (Zacks)
06:25AM	ClearBridge International Growth ADR Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-09-25 07:06PM	Analyst Report: Trane Technologies plc (Morningstar Research) +8.75%
06:33AM	ClearBridge International Growth EAFE Strategy Q1 2025 Commentary (Seeking Alpha)
06:30AM	Trane Technologies Schedules First Quarter 2025 Earnings Conference Call (Business Wire)
05:40AM	ClearBridge Global Growth Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-06-25 08:33PM	Analyst Report: Trane Technologies plc (Morningstar Research)
Apr-04-25 08:00PM	Analyst Report: Trane Technologies plc (Morningstar Research)
09:35AM	Trane Technologies Stock Rises 11% in a Year: What You Should Know (Zacks)
Apr-03-25 11:28PM	Top 50 High-Quality Dividend Growth Stocks For April 2025 (Seeking Alpha)
01:30PM	Decarbonizing Our Cities Is Within Reach (ACCESSWIRE)
06:29AM	Trane Technologies Declares Quarterly Dividend (Business Wire)
Apr-02-25 09:45AM	Why This 1 Growth Stock Could Be a Great Addition to Your Portfolio (Zacks)
Mar-31-25 03:15PM	Impax Large Cap Fund Q4 2024 Commentary (Seeking Alpha)
02:10PM	Trane Thermal Management System Innovations Set New Cooling Standards for the Data Center Industry (ACCESSWIRE)
Mar-30-25 04:14PM	Hartford Global Impact Fund Q4 2024 Commentary (Seeking Alpha)
Mar-28-25 06:57PM	Is Trane Technologies (TT) The Most Expensive Stock Insiders Are Dumping In March? (Insider Monkey)
Mar-27-25 12:48PM	Reasons to Retain Trane Technologies Stock in Your Portfolio Now (Zacks)
10:43AM	Jim Cramer Loves Trane Technologies (TT): 'They Really Know What They're Doing' (InsiderMonkey)
09:30AM	Trane Launches 'Cool Air, Hot Takes' Podcast for HVAC Professionals (ACCESSWIRE)
Mar-26-25 10:50AM	Trane Technologies Becomes First in Industry To Support the MEP 2040 Challenge (ACCESSWIRE)
Mar-25-25 08:35AM	FPA Queens Road Value Fund Q4 2024 Commentary (SeekingAlpha)
Mar-21-25 09:50AM	Why Water Stewardship Is an Important Element in Sustainable Business Strategies (ACCESSWIRE)
07:30AM	BlackRock Advantage Global Fund Q4 2024 Commentary (SeekingAlpha)
Mar-20-25 02:55PM	How Anna Meier Guides Customers to Smart Energy Solutions (ACCESSWIRE)

Trane Technologies Plc engages in providing solutions to buildings, homes, and transportation. It operates through the following business segments: Americas, EMEA, and Asia Pacific. The Americas segment encompasses commercial heating and cooling systems, building controls, and energy services and solutions, residential heating and cooling, and transport refrigeration systems, and solutions in North America and Latin America regions. The EMEA segment includes heating and cooling systems, services and solutions for commercial buildings, and transport refrigeration systems and solutions in Europe, Middle East, and Africa regions. The Asia Pacific segment is involved in heating and cooling systems, services and solutions for commercial buildings and transport refrigeration systems and solutions in Asia Pacific region. The company was founded in 1871 and is headquartered in Swords, Ireland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Simmons Donald E.	Group President, Americas	May 02 '25	Option Exercise	148.98	8,435	1,256,646	12,028	May 05 04:05 PM
Simmons Donald E.	Group President, Americas	May 02 '25	Sale	400.00	8,435	3,374,000	3,593	May 05 04:05 PM
Simmons Donald E.	Officer	May 02 '25	Proposed Sale	400.00	8,435	3,374,000		May 02 04:05 PM
Camuti Paul A	Officer	May 02 '25	Proposed Sale	395.90	7,880	3,119,692		May 02 04:02 PM
Simmons Donald E.	Group President, Americas	Apr 30 '25	Option Exercise	105.28	3,571	375,955	7,164	May 01 04:05 PM
Simmons Donald E.	Group President, Americas	Apr 30 '25	Sale	380.00	3,571	1,356,980	3,593	May 01 04:05 PM
Simmons Donald E.	Officer	Apr 30 '25	Proposed Sale	380.00	3,571	1,356,980		Apr 30 04:15 PM
Regnery David S	Chair and CEO	Mar 05 '25	Sale	346.95	26,989	9,363,915	123,711	Mar 06 04:10 PM
Simmons Donald E.	Group President, Americas	Mar 05 '25	Sale	350.00	3,373	1,180,550	3,593	Mar 06 04:08 PM
Turtz Evan M	Senior Vice President	Mar 05 '25	Sale	346.99	3,778	1,310,934	21,756	Mar 06 04:07 PM
Kuehn Christopher J	Executive Vice President & CFO	Mar 05 '25	Sale	346.96	8,434	2,926,246	61,365	Mar 06 04:06 PM
Magner Mairead	Senior Vice President	Mar 05 '25	Sale	346.95	3,590	1,245,557	12,917	Mar 06 04:06 PM
Camuti Paul A	Officer	Mar 05 '25	Proposed Sale	346.64	5,061	1,754,345		Mar 05 04:11 PM
Simmons Donald E.	Officer	Mar 05 '25	Proposed Sale	350.00	3,373	1,180,550		Mar 05 04:09 PM
Turtz Evan M	Officer	Mar 05 '25	Proposed Sale	346.64	3,778	1,309,605		Mar 05 04:08 PM
Regnery David S	Officer	Mar 05 '25	Proposed Sale	346.64	26,989	9,355,466		Mar 05 04:07 PM
Kuehn Christopher J	Officer	Mar 05 '25	Proposed Sale	346.64	8,434	2,923,561		Mar 05 04:06 PM
Magner Mairead	Officer	Mar 05 '25	Proposed Sale	346.64	3,590	1,244,438		Mar 05 04:04 PM
Turtz Evan M	Senior Vice President	Feb 11 '25	Sale	359.77	477	171,608	20,036	Feb 13 04:07 PM
Kuehn Christopher J	Executive Vice President & CFO	Feb 11 '25	Sale	359.94	856	308,108	61,365	Feb 13 04:07 PM
Regnery David S	Chair and CEO	Feb 11 '25	Sale	360.14	3,120	1,123,623	123,711	Feb 13 04:06 PM
Magner Mairead	Senior Vice President	Feb 11 '25	Sale	360.12	247	88,949	12,823	Feb 13 04:05 PM
Simmons Donald E.	Group President, Americas	Feb 11 '25	Sale	359.99	1,194	429,829	3,593	Feb 13 04:05 PM
Camuti Paul A	Officer	Feb 12 '25	Proposed Sale	356.93	1,402	500,416		Feb 12 04:03 PM
Turtz Evan M	Officer	Feb 11 '25	Proposed Sale	359.77	477	171,608		Feb 11 04:47 PM
Kuehn Christopher J	Executive Vice President & CFO	Feb 10 '25	Sale	358.39	770	275,963	62,221	Feb 11 04:16 PM
Regnery David S	Chair and CEO	Feb 10 '25	Sale	358.17	2,318	830,239	126,831	Feb 11 04:15 PM
Turtz Evan M	Senior Vice President	Feb 10 '25	Sale	358.12	318	113,882	20,513	Feb 11 04:15 PM
Magner Mairead	Senior Vice President	Feb 10 '25	Sale	358.37	161	57,698	13,070	Feb 11 04:12 PM
Regnery David S	Officer	Feb 11 '25	Proposed Sale	360.01	3,120	1,123,231		Feb 11 04:09 PM
Kuehn Christopher J	Officer	Feb 11 '25	Proposed Sale	360.01	856	308,169		Feb 11 04:07 PM
Simmons Donald E.	Officer	Feb 11 '25	Proposed Sale	360.01	1,194	429,851		Feb 11 04:04 PM
Magner Mairead	Officer	Feb 11 '25	Proposed Sale	360.01	247	88,922		Feb 11 04:03 PM
Turtz Evan M	Officer	Feb 10 '25	Proposed Sale	358.00	318	113,844		Feb 10 04:55 PM
Magner Mairead	Officer	Feb 10 '25	Proposed Sale	358.00	161	57,638		Feb 10 04:54 PM
Kuehn Christopher J	Officer	Feb 10 '25	Proposed Sale	358.00	770	275,660		Feb 10 04:15 PM
Regnery David S	Officer	Feb 10 '25	Proposed Sale	358.00	2,318	829,844		Feb 10 04:13 PM
Magner Mairead	Senior Vice President	Feb 04 '25	Sale	357.61	198	70,807	13,401	Feb 06 04:12 PM
Regnery David S	Chair and CEO	Feb 04 '25	Sale	357.34	2,754	984,106	132,969	Feb 06 04:11 PM
Turtz Evan M	Senior Vice President	Feb 04 '25	Sale	357.44	514	183,723	21,115	Feb 06 04:10 PM
Kuehn Christopher J	Executive Vice President & CFO	Feb 04 '25	Sale	357.42	876	313,100	63,841	Feb 06 04:10 PM
Magner Mairead	Officer	Feb 04 '25	Proposed Sale	358.41	198	70,965		Feb 04 04:08 PM
Kuehn Christopher J	Officer	Feb 04 '25	Proposed Sale	365.15	876	319,871		Feb 04 04:07 PM
Regnery David S	Officer	Feb 04 '25	Proposed Sale	365.15	2,754	1,005,623		Feb 04 04:04 PM
Turtz Evan M	Officer	Feb 04 '25	Proposed Sale	365.15	514	187,687		Feb 04 04:03 PM
Magner Mairead	Senior Vice President	Dec 04 '24	Option Exercise	78.97	4,329	341,861	17,222	Dec 05 04:10 PM
Magner Mairead	Senior Vice President	Dec 04 '24	Sale	416.00	4,329	1,800,868	12,893	Dec 05 04:10 PM
Magner Mairead	Officer	Dec 04 '24	Proposed Sale	412.70	4,329	1,786,591		Dec 04 04:03 PM
Kuehn Christopher J	Executive Vice President & CFO	Nov 04 '24	Option Exercise	78.97	13,591	1,073,281	75,059	Nov 05 04:10 PM
Kuehn Christopher J	Executive Vice President & CFO	Nov 04 '24	Sale	376.62	13,591	5,118,695	61,468	Nov 05 04:10 PM
Kuehn Christopher J	Officer	Nov 04 '24	Proposed Sale	375.36	13,591	5,101,518		Nov 04 04:04 PM
SULTANA KEITH A	Officer	Aug 01 '24	Proposed Sale	332.09	1,530	508,103		Aug 13 05:25 PM
Pittard Raymond D	Executive Vice President	Aug 07 '24	Sale	328.65	1,805	593,221	83,517	Aug 08 04:10 PM
Pittard Raymond D	Officer	Aug 07 '24	Proposed Sale	329.05	1,805	593,935		Aug 07 04:35 PM
Regnery David S	Chair and CEO	Aug 06 '24	Option Exercise	38.99	29,450	1,148,256	162,396	Aug 07 04:12 PM
Regnery David S	Chair and CEO	Aug 06 '24	Sale	321.25	29,450	9,460,736	132,946	Aug 07 04:12 PM
Regnery David S	Officer	Aug 06 '24	Proposed Sale	315.65	29,450	9,295,892		Aug 06 04:05 PM

Peers: TDOC VEEV AMWL LCID MTCH CLOV OSCR CNC HIMS CI

| Held by: IJH VTI VB VXF VBK MDY XMHQ IWP IJK SCHA

Index	-	P/E	55.39	EPS (ttm)	1.11	Insider Own	29.32%	Shs Outstand	137.78M	Perf Week	5.80%
Market Cap	11.52B	Forward P/E	39.07	EPS next Y	1.57	Insider Trans	-2.31%	Shs Float	132.76M	Perf Month	18.10%
Enterprise Value	10.62B	PEG	7.29	EPS next Q	0.30	Inst Own	67.45%	Short Float	4.21%	Perf Quarter	4.84%
Income	223.19M	P/S	20.20	EPS this Y	-0.24%	Inst Trans	6.00%	Short Ratio	2.17	Perf Half Y	5.27%
Sales	570.40M	P/B	10.70	EPS next Y	10.84%	ROA	18.93%	Short Interest	5.59M	Perf YTD	14.89%
Book/sh	5.73	P/C	12.58	EPS next 5Y	7.60%	ROE	22.50%	52W High	85.21 -28.01%	Perf Year	121.68%
Cash/sh	4.88	P/FCF	43.19	EPS past 3/5Y	16.76% 79.45%	ROIC	20.42%	52W Low	25.00 145.32%	Perf 3Y	57.48%
Dividend Est.	-	EV/EBITDA	43.98	Sales past 3/5Y	18.41% 37.42%	Gross Margin	90.20%	Volatility	2.44% 2.94%	Perf 5Y	-
Dividend TTM	-	EV/Sales	18.62	EPS Y/Y TTM	53.10%	Oper. Margin	40.46%	ATR (14)	1.87	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	6.92	Sales Y/Y TTM	19.98%	Profit Margin	39.13%	RSI (14)	65.38	Recom	2.20
Dividend Gr. 3/5Y	- -	Current Ratio	6.92	EPS Q/Q	52.33%	SMA20	6.57%	Beta	1.36	Target Price	61.79
Payout	0.00%	Debt/Eq	0.01	Sales Q/Q	17.14%	SMA50	8.88%	Rel Volume	0.58	Prev Close	61.09
Employees	830	LT Debt/Eq	0.01	Earnings	May 15 AMC	SMA200	12.03%	Avg Volume	2.57M	Price	61.34
IPO	Jun 24, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	39.91% 3.41%	Trades		Volume	1,489,574	Change	0.41%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-02-25	Upgrade	BTIG Research	Neutral → Buy	$80
Feb-07-25	Upgrade	Piper Sandler	Neutral → Overweight	$31 → $78
Feb-07-25	Upgrade	Leerink Partners	Market Perform → Outperform	$60 → $90
Dec-20-24	Initiated	Stephens	Equal-Weight	$55
Dec-04-24	Initiated	Mizuho	Neutral	$55
Nov-15-24	Initiated	Goldman	Neutral	$58
Nov-14-24	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$33 → $53
Nov-13-24	Downgrade	Canaccord Genuity	Buy → Hold	$40 → $60
Nov-08-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$19 → $41
Nov-08-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$70
Oct-15-24	Upgrade	Barclays	Equal Weight → Overweight	$35 → $52
Aug-09-24	Upgrade	Needham	Hold → Buy	$38
Jul-18-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$27 → $19
Apr-25-24	Upgrade	JP Morgan	Underweight → Neutral	$25
Feb-26-24	Initiated	Leerink Partners	Market Perform	$32
Jan-03-24	Initiated	Barclays	Equal Weight	$31
Jan-02-24	Upgrade	BofA Securities	Underperform → Neutral	$21 → $29
Aug-09-23	Downgrade	Needham	Buy → Hold
Aug-09-23	Downgrade	Guggenheim	Buy → Neutral
Aug-03-23	Downgrade	Piper Sandler	Overweight → Neutral	$38 → $36

Show Previous Ratings

Jun-27-25 06:15PM	Doximity (DOCS) Laps the Stock Market: Here's Why (Zacks)
Jun-26-25 08:49AM	Does DOCS' Shift Toward Enterprise Offerings Signal a Long-Term Pivot? (Zacks)
Jun-25-25 01:30AM	23 Stocks That Score High on What Counts in the 2025 Market (Barrons.com)
Jun-24-25 09:13AM	Doximity, Inc. (DOCS): A Bull Case Theory (Insider Monkey)
12:34AM	2 Volatile Stocks with Solid Fundamentals and 1 to Keep Off Your Radar (StockStory)
08:25AM	Loading…
Jun-20-25 08:25AM	Will AI Tools Like DocsGPT Drive the Next Leg of Growth for DOCS? (Zacks)
12:04AM	2 Reasons to Like DOCS (and 1 Not So Much) (StockStory)
Jun-19-25 07:21AM	DOCS vs. IRTC: Who Will Win High-Stakes AI Showdown in Digital Health? (Zacks)
Jun-17-25 11:40AM	EXEL or ARGX: Which Is the Better Value Stock Right Now? (Zacks)
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11:40AM	OGN or DOCS: Which Is the Better Value Stock Right Now? (Zacks)
11:36PM	Loading…
Jun-16-25 11:36PM	Vertical Software Stocks Q1 Highlights: Doximity (NYSE:DOCS) (StockStory)
Jun-12-25 10:36AM	HIMS' Subscriptions Power Personalized Care & Recurring Revenue Growth (Zacks)
Jun-11-25 10:30AM	DOCS Boosts Client Retention via Workflow Integration and AI Tools (Zacks)
Jun-05-25 11:44AM	Doximity Declines 4.4% in a Month: How to Play the Stock Now? (Zacks) +5.08%
Jun-04-25 09:06AM	DOCS Q1 Earnings Call: Revenue Miss Offset by Growth in AI Tools and Client Portal Adoption (StockStory)
08:41AM	Doximity Rides on Telehealth Demand: Will This Drive Sales Further? (Zacks)
Jun-03-25 12:37AM	1 Small-Cap Stock for Long-Term Investors and 2 to Be Wary Of (StockStory)
Jun-02-25 09:59AM	BTIG upgrades Doximity saying pullback on macro fears overdone (Investing.com)
May-26-25 12:34AM	3 High-Flying Stocks to Research Further (StockStory)
May-22-25 10:37PM	Jim Cramer on Doximity (DOCS): "I Cannot Get Behind That" (Insider Monkey)
May-21-25 09:38PM	Lightning Round: I would buy Rivian over Lucid, says Jim Cramer (CNBC TV)
04:19PM	Hinge Health, MNTN IPOs Test Strength of US Listing Rebound (Bloomberg)
04:01PM	Doximity to Present at the William Blair 45th Annual Growth Stock Conference (Business Wire)
May-20-25 07:00PM	Doximity: A Closer Look at Its Investment Potential (Motley Fool)
May-19-25 09:04AM	Doximity: Strong Growth but What's Next? (Motley Fool)
04:10PM	Loading…
May-16-25 04:10PM	These Stocks Moved the Most Today: UnitedHealth, Applied Materials, Novo Nordisk, Super Micro, Coinbase, Doximity, Quantum Computing, and More (Barrons.com) -10.08%
01:21PM	Why Doximity (DOCS) Shares Are Trading Lower Today (StockStory)
01:04PM	These Stocks Are Moving the Most Today: UnitedHealth, Applied Materials, Novo Nordisk, Super Micro, Coinbase, Doximity, Quantum Computing, and More (Barrons.com)
12:43PM	Why Doximity Stock Is Plummeting Today (Motley Fool)
09:46AM	Doximity Stock Plummets Even as Earnings Beat Expectations. Whats Behind the Drop. (Barrons.com)
09:05AM	Q4 2025 Doximity Inc Earnings Call (Thomson Reuters StreetEvents)
08:18AM	Doximity Stock Crashes Even as Earnings Beat Expectations. Whats Behind the 20% Drop. (Barrons.com)
07:59AM	Doximity Stock Plunges Despite Q4 Earnings & Sales Beat, Margins Up (Zacks)
03:15AM	Doximity Inc (DOCS) Q4 2025 Earnings Call Highlights: Surpassing Expectations with Strong ... (GuruFocus.com)
May-15-25 05:21PM	Doximity Stock Drops 20% After Outlook Disappoints (Investopedia)
05:15PM	Doximity (DOCS) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:20PM	Doximity: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:11PM	Doximity (NYSE:DOCS) Posts Better-Than-Expected Sales In Q1 But Stock Drops 18.2% (StockStory)
04:01PM	Doximity Announces Fourth Quarter and Fiscal Year 2025 Financial Results (Business Wire)
May-14-25 09:23AM	Doximity Inc (DOCS) Q4 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
May-13-25 05:15PM	Biodesix, Inc. (BDSX) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
May-12-25 06:33AM	Doximity Q4 Earnings Likely to Reflect Strong Product Momentum (Zacks)
May-08-25 06:55PM	Progyny (PGNY) Tops Q1 Earnings and Revenue Estimates (Zacks)
12:03AM	3 Reasons We Love Doximity (DOCS) (StockStory)
May-05-25 06:15PM	Doximity (DOCS) Gains As Market Dips: What You Should Know (Zacks)
12:33AM	1 Cash-Producing Stock with Impressive Fundamentals and 2 to Think Twice About (StockStory)
May-01-25 09:23AM	Doximity: Strong Fundamentals And Pharma Tailwinds Meet An Overpriced Valuation (Seeking Alpha)
12:40AM	3 Quality Compounders to Own for Decades (StockStory)
Apr-30-25 05:57AM	Doximity: Strong Platform, Growth Proof Needed For Valuation Comfort (Seeking Alpha)
Apr-29-25 11:40AM	SOLV vs. DOCS: Which Stock Is the Better Value Option? (Zacks)
09:40AM	Is Coya Therapeutics, Inc. (COYA) Outperforming Other Medical Stocks This Year? (Zacks)
Apr-25-25 06:15PM	Doximity (DOCS) Ascends But Remains Behind Market: Some Facts to Note (Zacks)
Apr-24-25 04:01PM	Doximity to Release Fiscal 2025 Fourth Quarter and Full Year Results on May 15, 2025 (Business Wire)
Apr-21-25 05:30PM	Why Doximity, Inc. (DOCS) Is Among the Best Telehealth Stocks to Buy Now (Insider Monkey)
Apr-20-25 01:36AM	Confluent: Cloud Momentum Drives Re-Rating (Seeking Alpha)
Apr-14-25 05:03AM	Vertical Software Stocks Q4 In Review: Doximity (NYSE:DOCS) Vs Peers (StockStory)
Apr-11-25 03:00PM	Tempus AI vs. Doximity: Which AI in Healthcare Stock is a Better Buy? (Zacks)
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Mar-28-25 04:34PM	Making Sense of Trade Wars (Zacks)
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Mar-27-25 06:15PM	Doximity (DOCS) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
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Mar-21-25 06:15PM	Doximity (DOCS) Beats Stock Market Upswing: What Investors Need to Know (Zacks) +5.32%
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04:00AM	Bull of the Day: Doximity (DOCS) (Zacks)
Feb-21-25 09:14AM	Doximity (DOCS) Demonstrated Strong Fundamentals in Q4 (Insider Monkey)
Feb-19-25 02:47PM	Doximity, Inc. (DOCS): the Best Performing Healthcare Stock So Far in 2025 (Insider Monkey)
Feb-14-25 01:15PM	Doximity, Inc. (DOCS): Among the Health Information Services Stocks Outpacing the Market in 2025 (Insider Monkey)
Feb-13-25 04:29PM	Doximity to Participate in the Raymond James 46th Annual Institutional Investors Conference (Business Wire)
Feb-12-25 12:45PM	Doximity (DOCS) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
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Feb-09-25 02:43PM	Why Doximity, Inc. (DOCS) Soared Last Week? (Insider Monkey)
Feb-08-25 04:12PM	Why Doximity (DOCS) Went Up On Friday? (Insider Monkey)
Feb-07-25 04:42PM	IBD 50's Doximity Rockets 34%, Breaking Out, After Another 'Pristine' Quarter (Investor's Business Daily) +35.99%
02:35PM	Why Doximity (DOCS) Stock Is Up Today (StockStory)
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12:01PM	Why Doximity Stock Skyrocketed Higher Today (Motley Fool)
10:58AM	Telehealth Platform Doximity Stock Soars as AI Boosts Performance (Investopedia)
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08:50AM	Q3 2025 Doximity Inc Earnings Call (Thomson Reuters StreetEvents)
02:29AM	Doximity Inc (DOCS) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansions (GuruFocus.com)
Feb-06-25 05:15PM	Doximity (DOCS) Q3 Earnings and Revenues Top Estimates (Zacks)
05:03PM	IBD 50 Stock Doximity Rockets And Eyes A Breakout After Walloping Earnings Views (Investor's Business Daily)
04:27PM	Doximity (NYSE:DOCS) Reports Upbeat Q4, Stock Jumps 22.5% (StockStory)

Doximity, Inc. engages in the development and operation of an online platform for medical professionals. Its cloud-based software has the ability to enable users to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. The company was founded by Shari Buck, Konstantin Guericke, Nate Gross, and Jeffrey A. Tangney on April 16, 2010 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Benjamin Regina M.	Director	Jun 25 '25	Sale	60.00	10,000	600,000	16,618	Jun 27 04:05 PM
Cabral Timothy S	Director	Jun 25 '25	Sale	60.00	10,000	600,000	6,360	Jun 27 04:04 PM
TIMOTHY CABRAL	Director	Jun 25 '25	Proposed Sale	60.00	10,000	600,000		Jun 25 04:26 PM
REGINA M BENJAMIN	Director	Jun 25 '25	Proposed Sale	60.00	10,000	600,000		Jun 25 04:02 PM
Wampler Kira Scherer	Director	Jun 02 '25	Sale	52.89	2,000	105,780	16,618	Jun 03 06:38 PM
KIRA WAMPLER	Director	Jun 02 '25	Proposed Sale	52.89	2,000	105,780		Jun 02 04:26 PM
Cabral Timothy S	Director	May 23 '25	Sale	50.58	10,000	505,796	6,360	May 27 04:24 PM
TIMOTHY CABRAL	Director	May 23 '25	Proposed Sale	50.58	10,000	505,796		May 23 04:08 PM
Wampler Kira Scherer	Director	May 01 '25	Sale	56.93	2,000	113,853	16,618	May 02 04:19 PM
Bryson Anna	Chief Financial Officer	May 02 '25	Sale	60.00	50,000	3,000,000	357,165	May 02 04:19 PM
Bryson Anna	Chief Financial Officer	May 01 '25	Sale	57.23	45,000	2,575,235	357,165	May 02 04:19 PM
ANNA COLLINS BRYSON	Officer	May 02 '25	Proposed Sale	60.00	50,000	3,000,000		May 02 04:06 PM
ANNA COLLINS BRYSON	Officer	May 01 '25	Proposed Sale	57.23	45,000	2,575,232		May 01 04:12 PM
KIRA WAMPLER	Director	May 01 '25	Proposed Sale	56.93	2,000	113,853		May 01 04:03 PM
Wampler Kira Scherer	Director	Apr 01 '25	Sale	57.71	7,000	403,947	16,618	Apr 03 04:06 PM
KIRA WAMPLER	Director	Apr 01 '25	Proposed Sale	57.71	7,000	403,947		Apr 01 04:09 PM
Wampler Kira Scherer	Director	Mar 03 '25	Sale	70.89	2,000	141,780	16,618	Mar 05 04:05 PM
KIRA WAMPLER	Director	Mar 03 '25	Proposed Sale	70.89	2,000	141,780		Mar 03 04:31 PM
Yang Watkin Phoebe L.	Director	Feb 12 '25	Sale	75.19	2,889	217,209	14,729	Feb 13 04:08 PM
Benjamin Regina M.	Director	Feb 11 '25	Sale	76.15	40,000	3,045,883	16,618	Feb 13 04:07 PM
Wampler Kira Scherer	Director	Feb 11 '25	Sale	77.19	2,000	154,385	16,618	Feb 13 04:06 PM
Bryson Anna	Chief Financial Officer	Feb 11 '25	Sale	76.05	95,000	7,224,790	329,386	Feb 13 04:06 PM
Tangney Jeffrey	Chief Executive Officer	Feb 12 '25	Sale	75.18	775,557	58,305,680	2,104,940	Feb 13 04:05 PM
Tangney Jeffrey	Chief Executive Officer	Feb 11 '25	Sale	75.87	178,334	13,530,653	2,880,497	Feb 13 04:05 PM
Tangney Jeffrey	Chief Executive Officer	Feb 11 '25	Sale	77.15	50,000	3,857,353	200,000	Feb 13 04:05 PM
Yang Watkin Phoebe L.	Director	Feb 12 '25	Proposed Sale	75.19	2,889	217,209		Feb 12 05:56 PM
JEFFREY TANGNEY	Officer	Feb 12 '25	Proposed Sale	75.18	775,557	58,305,660		Feb 12 04:50 PM
Benjamin Regina M.	Director	Feb 11 '25	Proposed Sale	70.00	40,000	2,800,000		Feb 11 05:37 PM
TANGNEY SCHWEIKERT FAMILY TRUS	Officer	Feb 11 '25	Proposed Sale	77.15	50,000	3,857,350		Feb 11 04:36 PM
JEFFREY TANGNEY	Officer	Feb 11 '25	Proposed Sale	75.87	178,334	13,530,646		Feb 11 04:35 PM
ANNA COLLINS BRYSON	Officer	Feb 11 '25	Proposed Sale	76.05	95,000	7,224,784		Feb 11 04:09 PM
KIRA WAMPLER	Director	Feb 11 '25	Proposed Sale	77.19	2,000	154,385		Feb 11 04:02 PM
Cabral Timothy S	Director	Feb 03 '25	Sale	57.62	20,000	1,152,498	6,360	Feb 05 05:16 PM
TIMOTHY CABRAL	Director	Feb 03 '25	Proposed Sale	57.62	20,000	1,152,497		Feb 03 04:17 PM
Bryson Anna	Chief Financial Officer	Nov 12 '24	Sale	58.42	100,000	5,842,248	304,506	Nov 14 04:03 PM
Bryson Anna	Officer	Nov 12 '24	Proposed Sale	60.00	70,000	4,200,000		Nov 12 05:21 PM
ANNA COLLINS BRYSON	Officer	Nov 12 '24	Proposed Sale	59.29	30,000	1,778,846		Nov 12 04:35 PM
Wampler Kira Scherer	Director	Nov 01 '24	Sale	42.00	2,500	105,000	16,618	Nov 04 04:06 PM
Cabral Timothy S	Director	Nov 01 '24	Sale	42.07	20,000	841,306	11,074	Nov 04 04:03 PM
TIMOTHY CABRAL	Director	Nov 01 '24	Proposed Sale	42.07	20,000	841,306		Nov 01 04:45 PM
KIRA WAMPLER	Director	Nov 01 '24	Proposed Sale	42.00	2,500	105,000		Nov 01 04:10 PM
Wampler Kira Scherer	Director	Oct 01 '24	Sale	43.44	2,500	108,600	16,618	Oct 02 04:00 PM
KIRA WAMPLER	Director	Oct 01 '24	Proposed Sale	43.44	2,500	108,600		Oct 01 04:15 PM
Wampler Kira Scherer	Director	Sep 03 '24	Sale	36.27	2,500	90,675	16,618	Sep 05 04:03 PM
KIRA WAMPLER	Director	Sep 03 '24	Proposed Sale	36.27	2,500	90,675		Sep 03 04:17 PM
CRAIG OVERPECK	Officer	Aug 16 '24	Proposed Sale	34.63	1,500	51,945		Aug 16 04:45 PM
Bryson Anna	Chief Financial Officer	Aug 13 '24	Sale	35.93	30,000	1,077,887	309,627	Aug 15 04:03 PM
Cabral Timothy S	Director	Aug 09 '24	Sale	33.50	35,544	1,190,724	4,714	Aug 13 04:09 PM
ANNA COLLINS BRYSON	Officer	Aug 13 '24	Proposed Sale	35.93	30,000	1,077,885		Aug 13 04:05 PM
Bryson Anna	Chief Financial Officer	Aug 09 '24	Sale	35.00	30,000	1,050,000	309,627	Aug 09 06:04 PM
TIMOTHY CABRAL	Director	Aug 09 '24	Proposed Sale	33.50	35,544	1,190,724		Aug 09 04:02 PM
ANNA COLLINS BRYSON	Officer	Aug 09 '24	Proposed Sale	35.00	30,000	1,050,000		Aug 09 04:00 PM
Yang Watkin Phoebe L.	Director	Aug 05 '24	Sale	25.54	1,011	25,821	11,258	Aug 06 04:35 PM
PHOEBE L YANG WATKIN	Director	Aug 05 '24	Proposed Sale	25.54	1,011	25,821		Aug 05 04:02 PM
Wampler Kira Scherer	Director	Aug 01 '24	Sale	28.18	2,500	70,455	10,258	Aug 02 04:10 PM
KIRA WAMPLER	Director	Aug 01 '24	Proposed Sale	28.18	2,500	70,455		Aug 01 04:05 PM
Yang Watkin Phoebe L.	Director	Jul 29 '24	Sale	28.22	1,940	54,747	12,269	Jul 31 04:01 PM
PHOEBE L YANG WATKIN	Director	Jul 29 '24	Proposed Sale	28.22	1,940	54,747		Jul 29 04:15 PM
Wampler Kira Scherer	Director	Jul 01 '24	Sale	28.00	2,500	70,000	10,258	Jul 02 04:29 PM

Open in Screener

POWI

Power Integrations Inc

Jun 30 • 04:00PM ET

55.90

Dollar change +0.15
Percentage change 0.27	%

Technology • Semiconductors • USA • NASD

POWI Power Integrations Inc daily Stock Chart

Peers: TXN ADI NXPI ON MCHP MPWR QRVO DIOD SLAB SMTC

| Held by: IJH VTI IWM VB VGT VXF VBK XSD IWO MDY

Index	RUT	P/E	86.04	EPS (ttm)	0.65	Insider Own	2.18%	Shs Outstand	56.69M	Perf Week	1.88%
Market Cap	3.15B	Forward P/E	27.89	EPS next Y	2.00	Insider Trans	-6.94%	Shs Float	55.06M	Perf Month	10.39%
Enterprise Value	2.86B	PEG	3.24	EPS next Q	0.35	Inst Own	104.72%	Short Float	4.93%	Perf Quarter	9.65%
Income	37.07M	P/S	7.27	EPS this Y	34.31%	Inst Trans	1.35%	Short Ratio	4.60	Perf Half Y	-11.51%
Sales	432.81M	P/B	4.31	EPS next Y	28.63%	ROA	4.58%	Short Interest	2.72M	Perf YTD	-9.40%
Book/sh	12.98	P/C	10.88	EPS next 5Y	26.53%	ROE	5.03%	52W High	79.13 -29.36%	Perf Year	-20.45%
Cash/sh	5.14	P/FCF	43.11	EPS past 3/5Y	-40.47% -29.52%	ROIC	5.04%	52W Low	40.78 37.08%	Perf 3Y	-24.08%
Dividend Est.	0.84 (1.50%)	EV/EBITDA	50.17	Sales past 3/5Y	-15.86% -0.08%	Gross Margin	54.34%	Volatility	2.01% 3.10%	Perf 5Y	-6.70%
Dividend TTM	0.83 (1.48%)	EV/Sales	6.60	EPS Y/Y TTM	-29.34%	Oper. Margin	5.59%	ATR (14)	1.79	Perf 10Y	131.33%
Dividend Ex-Date	May 30, 2025	Quick Ratio	6.02	Sales Y/Y TTM	0.67%	Profit Margin	8.56%	RSI (14)	55.55	Recom	1.33
Dividend Gr. 3/5Y	14.47% 18.27%	Current Ratio	9.10	EPS Q/Q	122.40%	SMA20	1.39%	Beta	1.30	Target Price	68.80
Payout	143.57%	Debt/Eq	0.00	Sales Q/Q	15.10%	SMA50	6.25%	Rel Volume	0.63	Prev Close	55.75
Employees	865	LT Debt/Eq	0.00	Earnings	May 12 AMC	SMA200	-4.37%	Avg Volume	590.80K	Price	55.90
IPO	Dec 12, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	9.15% 0.16%	Trades		Volume	374,140	Change	0.27%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-12-24	Upgrade	Northland Capital	Market Perform → Outperform	$80
Aug-07-24	Reiterated	TD Cowen	Hold	$80 → $70
Feb-26-24	Upgrade	Northland Capital	Under Perform → Market Perform	$67
Feb-12-24	Downgrade	Northland Capital	Market Perform → Under Perform	$67
Feb-09-24	Reiterated	TD Cowen	Market Perform	$65 → $80
Jul-17-23	Downgrade	Northland Capital	Outperform → Market Perform	$82
May-01-23	Upgrade	Northland Capital	Market Perform → Outperform	$66 → $82
Nov-21-22	Downgrade	Northland Capital	Outperform → Market Perform	$66
Nov-03-22	Downgrade	Cowen	Outperform → Market Perform	$90 → $65
Feb-07-22	Upgrade	Susquehanna	Neutral → Positive	$100
Aug-19-21	Initiated	The Benchmark Company	Buy	$115
Jul-30-21	Upgrade	Northland Capital	Market Perform → Outperform	$99
Feb-03-21	Reiterated	Cowen	Outperform	$90 → $100
Dec-28-20	Reiterated	Cowen	Outperform	$72 → $90
Oct-12-20	Initiated	Piper Sandler	Overweight
Oct-12-20	Initiated	Cowen	Outperform	$72
Aug-20-20	Upgrade	Northland Capital	Under Perform → Market Perform	$65
Oct-25-19	Upgrade	Loop Capital	Hold → Buy	$83 → $102
Jul-29-19	Downgrade	Northland Capital	Market Perform → Under Perform	$70
Jul-18-19	Upgrade	Stifel	Hold → Buy	$74 → $90

Show Previous Ratings

Jun-20-25 12:39AM	1 Cash-Heavy Stock to Target This Week and 2 to Avoid (StockStory)
Jun-04-25 09:51AM	POWI Q1 Earnings Call: Automotive and Industrial Design Wins Offset Consumer Volatility (StockStory) +7.13%
12:34AM	1 Volatile Stock with Exciting Potential and 2 to Brush Off (StockStory)
May-20-25 12:01AM	3 Reasons POWI is Risky and 1 Stock to Buy Instead (StockStory)
May-13-25 03:07AM	Power Integrations Inc (POWI) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com) -6.20%
05:15PM	Loading…
May-12-25 05:15PM	Power Integrations (POWI) Q1 Earnings Surpass Estimates (Zacks) +9.06%
04:09PM	Power Integrations: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Power Integrations Reports First-Quarter Financial Results (Business Wire)
May-09-25 09:23AM	Earnings To Watch: Power Integrations Inc (POWI) Reports Q1 2025 Result (GuruFocus.com)
May-08-25 05:20PM	The Trade Desk (TTD) Q1 Earnings and Revenues Top Estimates (Zacks)
May-06-25 03:00AM	Power Integrations' 1700 V Switcher IC Delivers Reliability and Space-Saving Benefits in 800 V BEVs (Business Wire)
Apr-10-25 01:47PM	Power Integrations, Inc. (POWI): Among Stocks Insiders Sold in April After Trump's Tariff Rollout (Insider Monkey) -7.70%
06:26AM	Power Integrations: Efficiency Is The Ultimate Clean Energy (Seeking Alpha)
Apr-08-25 05:30PM	Power Integrations to Release First-Quarter Financial Results on May 12 (Business Wire) +14.72%
Mar-27-25 05:12AM	3 Reasons to Avoid POWI and 1 Stock to Buy Instead (StockStory)
12:31AM	Loading…
Mar-22-25 12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Mar-17-25 04:30PM	Power Integrations Launches TinySwitch-5 ICs for High-Efficiency Power Supplies (Business Wire)
Mar-11-25 05:06AM	Q4 Analog Semiconductors Earnings: Himax (NASDAQ:HIMX) Earns Top Marks (StockStory) -6.59%
Mar-05-25 09:05AM	New LLC Switcher IC From Power Integrations Delivers 1650 W of Continuous Output Power (Business Wire)
Feb-27-25 04:05AM	Q4 Earnings Highlights: Skyworks Solutions (NASDAQ:SWKS) Vs The Rest Of The Analog Semiconductors Stocks (StockStory) -5.83%
Feb-26-25 04:01AM	Reflecting On Analog Semiconductors Stocks Q4 Earnings: Power Integrations (NASDAQ:POWI) (StockStory)
Feb-24-25 04:02AM	Analog Semiconductors Stocks Q4 Highlights: Monolithic Power Systems (NASDAQ:MPWR) (StockStory)
Feb-17-25 08:09AM	1 Semiconductor Stock with Big Upside and 2 to Skip (StockStory)
07:36AM	1 Semiconductor Stock with All-Star Potential and 2 to Skip (StockStory)
Feb-12-25 08:01AM	What To Expect From Himaxs (HIMX) Q4 Earnings (StockStory)
Feb-10-25 08:04AM	Sensata Technologies (ST) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-07-25 02:24AM	Power Integrations Inc (POWI) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Feb-06-25 05:15PM	Power Integrations (POWI) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:23PM	No Surprises In Power Integrationss (NASDAQ:POWI) Q4 Sales Numbers But Quarterly Revenue Guidance Significantly Misses Expectations (StockStory)
04:19PM	Power Integrations: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Loading…
04:01PM	Power Integrations Reports Fourth-Quarter and Full-Year Financial Results (Business Wire)
04:01PM	Power Integrations CEO Balu Balakrishnan to Retire (Business Wire)
08:15AM	Power Integrations Names Gregg Lowe to Its Board of Directors (Business Wire)
Feb-05-25 08:07AM	Power Integrations (POWI) Q4 Earnings: What To Expect (StockStory)
07:07AM	Power Integrations Inc (POWI) Q4 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-23-25 09:02AM	Power Integrations Latest MotorXpert Software Drives FOC Motors Without Shunts or Sensors (Business Wire)
Jan-13-25 05:00PM	Power Integrations to Release Fourth-Quarter Financial Results on February 6 (Business Wire)
Dec-18-24 09:02AM	Power Integrations Targets 800 V Automotive Applications with New Wide-Creepage Switcher IC (Business Wire)
Dec-17-24 04:05AM	Three Reasons to Avoid POWI and One Stock to Buy Instead (StockStory)
Dec-16-24 03:32AM	Winners And Losers Of Q3: Power Integrations (NASDAQ:POWI) Vs The Rest Of The Analog Semiconductors Stocks (StockStory)
Dec-11-24 04:30PM	Power Integrations Earns Great Place To Work Certification for Third Consecutive Year (Business Wire)
Dec-04-24 01:30AM	Analog Semiconductors Stocks Q3 In Review: Magnachip (NYSE:MX) Vs Peers (StockStory)
Nov-27-24 08:05AM	Power Integrations to Webcast Presentation from UBS Conference (Business Wire)
Nov-07-24 12:01PM	Power Integrations Inc (POWI) Q3 2024 Earnings Call Highlights: Strong Sequential Revenue ... (GuruFocus.com)
Nov-06-24 05:20PM	Power Integrations (POWI) Q3 Earnings and Revenues Beat Estimates (Zacks)
04:17PM	Power Integrations: Q3 Earnings Snapshot (Associated Press Finance)
04:13PM	Power Integrations (NASDAQ:POWI) Beats Q3 Sales Targets But Quarterly Guidance Underwhelms (StockStory)
04:01PM	Power Integrations Reports Third-Quarter Financial Results (Business Wire)
Nov-05-24 02:03AM	Power Integrations (POWI) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Nov-04-24 08:32PM	CORRECTING and REPLACING Power Integrations Launches 1700 V GaN Switcher IC, Setting New Benchmark for Gallium Nitride Technology (Business Wire)
09:00AM	Power Integrations Launches 1700 V GaN Switcher IC, Setting New Benchmark for Gallium Nitride Technology (Business Wire)
Oct-15-24 03:57AM	Analog Semiconductors Stocks Q2 In Review: Power Integrations (NASDAQ:POWI) Vs Peers (StockStory)
Oct-14-24 04:51AM	Analog Semiconductors Stocks Q2 Teardown: Analog Devices (NASDAQ:ADI) Vs The Rest (StockStory)
Oct-11-24 07:45AM	Power Integrations to Release Third-Quarter Financial Results on November 6 (Business Wire)
Sep-20-24 04:47AM	Analog Semiconductors Stocks Q2 Results: Benchmarking Monolithic Power Systems (NASDAQ:MPWR) (StockStory)
Aug-26-24 04:30AM	Q2 Rundown: Microchip Technology (NASDAQ:MCHP) Vs Other Analog Semiconductors Stocks (StockStory)
Aug-07-24 08:16AM	Q2 2024 Power Integrations Inc Earnings Call (Thomson Reuters StreetEvents) -6.99%
Aug-06-24 05:40PM	Power Integrations (POWI) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
05:12PM	Power Integrations (NASDAQ:POWI) Q2: Beats On Revenue But Quarterly Guidance Underwhelms (StockStory)
04:40PM	Power Integrations: Q2 Earnings Snapshot (Associated Press Finance)
04:01PM	Power Integrations Reports Second-Quarter Financial Results (Business Wire)
Aug-05-24 03:01AM	What To Expect From Power Integrations's (POWI) Q2 Earnings (StockStory)
Jul-15-24 05:30PM	Power Integrations to Release Second-Quarter Financial Results on August 6 (Business Wire)
Jul-12-24 04:01AM	Analog Semiconductors Stocks Q1 Recap: Benchmarking Himax (NASDAQ:HIMX) (StockStory)
Jul-08-24 03:50AM	Q1 Earnings Outperformers: Power Integrations (NASDAQ:POWI) And The Rest Of The Analog Semiconductors Stocks (StockStory)
Jul-05-24 06:29AM	Q1 Earnings Highlights: Skyworks Solutions (NASDAQ:SWKS) Vs The Rest Of The Analog Semiconductors Stocks (StockStory)
Jul-04-24 12:30AM	Electricity Demand Is Surging in These States Because of AI and Crypto (Barrons.com)
Jun-11-24 02:31AM	Power Integrations Revs Up Motor-Drive Offering With BridgeSwitch-2 BLDC IC Family (Business Wire)
Jun-05-24 07:00AM	Odyssey Semiconductor Technologies Announces Stockholder Approval of Asset Sale to Power Integration (ACCESSWIRE)
May-29-24 03:09AM	Insider Sale: Chief Technical Officer David Matthews Sells 9,500 Shares of Power Integrations ... (GuruFocus.com)
May-23-24 05:30PM	Power Integrations to Present at Upcoming Investor Conferences (Business Wire)
09:31AM	Q1 Rundown: Texas Instruments (NASDAQ:TXN) Vs Other Analog Semiconductors Stocks (StockStory)
May-22-24 02:05AM	Insider Sale: Chief Technical Officer David Matthews Sells 5,000 Shares of Power Integrations ... (GuruFocus.com)
May-21-24 09:00AM	Power Integrations Launches Single-Board Plug-and-Play Gate Drivers for 1.2 kV to 2.3 kV New Dual IGBT Modules (Business Wire)
May-17-24 02:34AM	Insider Sale: CFO Sandeep Nayyar Sells 5,000 Shares of Power Integrations Inc (POWI) (GuruFocus.com)
May-16-24 05:37PM	Power Integrations Insider Sold Shares Worth $392,500, According to a Recent SEC Filing (MT Newswires)
May-15-24 03:09AM	Insider Sale: CFO Sandeep Nayyar Sells Shares of Power Integrations Inc (POWI) (GuruFocus.com)
May-10-24 08:53AM	AI Chip Stocks Hit Wall Of Inflated Expectations (Investor's Business Daily)
May-08-24 11:00AM	Power Integrations, Inc. (NASDAQ:POWI) Q1 2024 Earnings Call Transcript (Insider Monkey) +9.21%
06:14AM	Q1 2024 Power Integrations Inc Earnings Call (Thomson Reuters StreetEvents)
04:18AM	Power Integrations Q1 Non-GAAP Net Income, Revenue Decline (MT Newswires)
May-07-24 09:00PM	POWI Stock Earnings: Power Integrations Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:55PM	Power Integrations (POWI) Q1 Earnings and Revenues Top Estimates (Zacks)
05:54PM	Power Integrations Reports Mixed Q1 Results: Aligns with EPS Projections but Misses Revenue ... (GuruFocus.com)
04:52PM	Power Integrations: Q1 Earnings Snapshot (Associated Press Finance)
04:09PM	Power Integrations (NASDAQ:POWI) Surprises With Q1 Sales, Provides Encouraging Quarterly Guidance (StockStory)
04:01PM	Power Integrations Reports First-Quarter Financial Results (Business Wire)
11:29AM	Power Integrations to Buy Odyssey Semiconductor Assets (MT Newswires)
08:15AM	Power Integrations to Acquire the Assets of Odyssey Semiconductor (Business Wire)
May-06-24 03:05AM	What To Expect From Power Integrations's (POWI) Q1 Earnings (StockStory)
Apr-08-24 05:25PM	Power Integrations to Release First-Quarter Financial Results on May 7 (Business Wire)
Apr-04-24 01:55AM	Power Integrations Inc CFO Sandeep Nayyar Sells Company Shares (GuruFocus.com)
Mar-28-24 05:07AM	Analog Semiconductors Stocks Q4 Results: Benchmarking Power Integrations (NASDAQ:POWI) (StockStory)
Feb-26-24 08:00PM	Power Integrations Launches InnoMux-2, a New Switcher IC Family With Multiple, Independently Regulated Outputs (Business Wire)
Feb-22-24 11:55PM	Director Nicholas Brathwaite Sells 8,000 Shares of Power Integrations Inc (GuruFocus.com)
Feb-09-24 04:09PM	Tracking-Chip Maker Impinj Bags Beat-And-Raise Report, Sending PI Stock Higher (Investor's Business Daily)
09:39AM	Power Integrations, Inc. (NASDAQ:POWI) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-08-24 04:52PM	Power Integrations: Q4 Earnings Snapshot (Associated Press Finance)
04:50PM	Power Integrations Inc (POWI) Faces Revenue Decline in Q4 and Full-Year Earnings Report (GuruFocus.com)
04:10PM	Power Integrations (NASDAQ:POWI) Misses Q4 Analysts' Revenue Estimates (StockStory)

Power Integrations, Inc. designs and develops mixed-signal integrated circuits and other electronic components and circuitry used in high-voltage power conversion. Its products include AC-DC Conversion, LED Drivers, Gate Drivers, Motor Drivers, and Automotive Solutions. The company was founded by Klas Eklund, Art Fury and Steven J. Sharp on March 25, 1988 and is headquartered in San Jose, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WALKER CLIFFORD	VP Corporate Development	Apr 02 '25	Sale	50.89	1,088	55,365	141,765	Apr 04 06:08 PM
NAYYAR SANDEEP	Chief Financial Officer	Apr 02 '25	Sale	50.89	1,929	98,160	107,357	Apr 04 06:07 PM
Jain Gagan	VP, Worldwide Sales	Apr 02 '25	Sale	50.89	402	20,456	20,641	Apr 04 06:07 PM
Barsan Radu	VP of Technology, Engineering	Apr 02 '25	Sale	50.89	1,672	85,083	43,623	Apr 04 06:07 PM
BALAKRISHNAN BALU	President and CEO	Apr 02 '25	Sale	51.19	9,544	488,526	590,580	Apr 04 06:07 PM
Bailey Doug	VP Marketing	Apr 02 '25	Sale	50.89	1,088	55,365	84,776	Apr 04 06:07 PM
BALU BALAKRISHNAN	Officer	Apr 02 '25	Proposed Sale	51.19	9,544	488,526		Apr 02 04:19 PM
Barsan Radu	VP of Technology, Engineering	Feb 20 '25	Sale	66.08	10,393	686,812	45,295	Feb 24 06:19 PM
Barsan Radu	Officer	Feb 20 '25	Proposed Sale	66.00	10,393	685,938		Feb 20 05:27 PM
WALKER CLIFFORD	VP Corporate Development	Feb 11 '25	Sale	57.28	865	49,548	142,853	Feb 13 04:04 PM
NAYYAR SANDEEP	Chief Financial Officer	Feb 11 '25	Sale	57.28	3,367	192,857	109,286	Feb 13 04:04 PM
Gupta Sunil	VP of Operations	Feb 11 '25	Sale	57.28	1,311	75,093	66,498	Feb 13 04:03 PM
Barsan Radu	VP of Technology, Engineering	Feb 11 '25	Sale	57.28	1,689	96,744	55,688	Feb 13 04:03 PM
BALAKRISHNAN BALU	President and CEO	Feb 11 '25	Sale	58.36	5,241	305,890	600,124	Feb 13 04:03 PM
Bailey Doug	VP Marketing	Feb 11 '25	Sale	58.31	12,044	702,337	85,864	Feb 13 04:03 PM
NAYYAR SANDEEP	Chief Financial Officer	Feb 10 '25	Sale	58.01	1,877	108,889	112,653	Feb 11 05:59 PM
WALKER CLIFFORD	VP Corporate Development	Feb 10 '25	Sale	58.01	1,131	65,613	143,718	Feb 11 05:58 PM
Barsan Radu	VP of Technology, Engineering	Feb 10 '25	Sale	58.01	1,422	82,493	57,377	Feb 11 05:58 PM
Bailey Doug	VP Marketing	Feb 10 '25	Sale	58.01	1,061	61,551	97,908	Feb 11 05:58 PM
Jain Gagan	VP, Worldwide Sales	Feb 10 '25	Sale	58.01	420	24,365	21,043	Feb 11 05:58 PM
BALAKRISHNAN BALU	President and CEO	Feb 10 '25	Sale	58.26	6,012	350,268	605,365	Feb 11 05:58 PM
DOUGLAS BAILEY	Officer	Feb 11 '25	Proposed Sale	58.38	11,346	662,356		Feb 11 04:30 PM
BALU BALAKRISHNAN	Officer	Feb 11 '25	Proposed Sale	58.36	5,241	305,891		Feb 11 04:12 PM
BALU BALAKRISHNAN	Officer	Feb 10 '25	Proposed Sale	58.26	6,012	350,250		Feb 10 04:24 PM
WALKER CLIFFORD	VP Corporate Development	Feb 04 '25	Sale	60.75	2,472	150,170	142,145	Feb 06 08:23 PM
NAYYAR SANDEEP	Chief Financial Officer	Feb 04 '25	Sale	60.75	5,152	312,976	110,394	Feb 06 08:23 PM
Jain Gagan	VP, Worldwide Sales	Feb 04 '25	Sale	60.75	162	9,841	20,469	Feb 06 08:22 PM
Gupta Sunil	VP of Operations	Feb 04 '25	Sale	60.75	2,937	178,418	65,645	Feb 06 08:22 PM
Barsan Radu	VP of Technology, Engineering	Feb 04 '25	Sale	60.75	3,646	221,489	55,299	Feb 06 08:22 PM
BALAKRISHNAN BALU	President and CEO	Feb 04 '25	Sale	60.64	12,507	758,424	600,002	Feb 06 08:22 PM
Bailey Doug	VP Marketing	Feb 04 '25	Sale	60.75	2,134	129,637	96,424	Feb 06 08:22 PM
BALU BALAKRISHNAN	Officer	Feb 04 '25	Proposed Sale	60.71	12,507	759,275		Feb 04 04:29 PM
WALKER CLIFFORD	VP Corporate Development	Nov 27 '24	Sale	64.36	10,000	643,615	130,934	Nov 29 01:46 PM
CLIFFORD WALKER	Officer	Nov 27 '24	Proposed Sale	64.44	10,000	644,383		Nov 27 04:19 PM
Bailey Doug	VP Marketing	Nov 11 '24	Sale	64.96	8,549	555,385	86,375	Nov 13 07:03 PM
DOUGLAS BAILEY	Officer	Nov 11 '24	Proposed Sale	64.96	8,549	555,385		Nov 12 08:54 AM
Jain Gagan	VP, Worldwide Sales	Nov 04 '24	Sale	62.48	106	6,623	10,848	Nov 05 05:12 PM
Gupta Sunil	VP of Operations	Aug 27 '24	Sale	65.90	2,127	140,170	51,899	Aug 29 07:40 PM
Bailey Doug	VP Marketing	Aug 21 '24	Sale	67.00	165	11,055	94,924	Aug 23 06:14 PM

Open in Screener

MCD

McDonald's Corp

Jun 30 • 04:00PM ET

292.17

Dollar change +0.62
Percentage change 0.21	%

Consumer Cyclical • Restaurants • USA • NYSE

Peers: YUM WEN QSR DRI JACK EAT SBUX CMG SHAK

| Held by: VTI VOO SPY IVV VUG DIA VIG XLY VYM JEPI

Index	DJIA, S&P 500	P/E	25.77	EPS (ttm)	11.34	Insider Own	0.08%	Shs Outstand	715.00M	Perf Week	0.92%
Market Cap	208.91B	Forward P/E	22.01	EPS next Y	13.27	Insider Trans	-8.93%	Shs Float	714.43M	Perf Month	-6.31%
Enterprise Value	260.44B	PEG	3.60	EPS next Q	3.14	Inst Own	75.30%	Short Float	1.09%	Perf Quarter	-4.86%
Income	8.16B	P/S	8.13	EPS this Y	4.73%	Inst Trans	2.51%	Short Ratio	2.07	Perf Half Y	-0.62%
Sales	25.71B	P/B	-	EPS next Y	8.12%	ROA	14.86%	Short Interest	7.79M	Perf YTD	0.79%
Book/sh	-4.83	P/C	168.75	EPS next 5Y	7.15%	ROE	-	52W High	326.32 -10.47%	Perf Year	13.32%
Cash/sh	1.73	P/FCF	31.16	EPS past 3/5Y	4.31% 7.66%	ROIC	16.81%	52W Low	243.53 19.97%	Perf 3Y	19.95%
Dividend Est.	7.16 (2.45%)	EV/EBITDA	18.73	Sales past 3/5Y	3.73% 3.94%	Gross Margin	56.27%	Volatility	1.63% 1.55%	Perf 5Y	56.56%
Dividend TTM	6.98 (2.39%)	EV/Sales	10.13	EPS Y/Y TTM	-3.83%	Oper. Margin	45.90%	ATR (14)	4.84	Perf 10Y	201.61%
Dividend Ex-Date	Jun 02, 2025	Quick Ratio	1.17	Sales Y/Y TTM	-0.22%	Profit Margin	31.75%	RSI (14)	39.27	Recom	2.24
Dividend Gr. 3/5Y	8.90% 7.47%	Current Ratio	1.18	EPS Q/Q	-2.12%	SMA20	-2.06%	Beta	0.53	Target Price	330.59
Payout	59.52%	Debt/Eq	-	Sales Q/Q	-3.45%	SMA50	-5.22%	Rel Volume	1.34	Prev Close	291.55
Employees	150000	LT Debt/Eq	-	Earnings	May 01 BMO	SMA200	-3.11%	Avg Volume	3.76M	Price	292.17
IPO	Jul 05, 1966	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.30% -2.38%	Trades		Volume	5,029,261	Change	0.21%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-13-25	Downgrade	Argus	Buy → Hold
Jun-10-25	Downgrade	Redburn Atlantic	Buy → Sell	$260
Jun-09-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$324
Jun-06-25	Downgrade	Loop Capital	Buy → Hold	$315
May-06-25	Downgrade	Northcoast	Buy → Neutral
Mar-27-25	Reiterated	KeyBanc Capital Markets	Overweight	$335 → $340
Jan-10-25	Upgrade	Citigroup	Neutral → Buy	$311 → $334
Oct-23-24	Downgrade	Robert W. Baird	Outperform → Neutral	$320 → $290
Oct-23-24	Downgrade	Guggenheim	Buy → Neutral	$290 → $285
Oct-15-24	Reiterated	Truist	Buy	$295 → $350
Oct-08-24	Upgrade	Argus	Hold → Buy
Sep-09-24	Reiterated	Jefferies	Buy	$310 → $330
Jul-31-24	Downgrade	TD Cowen	Buy → Hold	$285 → $280
Jul-10-24	Reiterated	JP Morgan	Overweight	$300 → $290
Jul-02-24	Reiterated	Guggenheim	Buy	$315 → $280
Jun-13-24	Initiated	Goldman	Neutral	$288
May-28-24	Reiterated	BofA Securities	Neutral	$302 → $288
Mar-25-24	Downgrade	Argus	Buy → Hold
Feb-06-24	Downgrade	BTIG Research	Buy → Neutral
Jan-29-24	Reiterated	BofA Securities	Neutral	$291 → $341

Show Previous Ratings

Today 05:50PM	Why Krispy Kreme Stock Skyrocketed Today (Motley Fool)
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09:46AM	Is McDonald's Digital and Loyalty Push Paying Off in Key Markets? (Zacks)
06:30AM	Americas Anduril Among Potential Winners of NATO Breakthrough (The Daily Upside)
05:05AM	Loading…
05:05AM	McDonalds to open 10 new restaurants in Ukraine in 2025 (Verdict Food Service)
Jun-27-25 09:09PM	Lightning Round: Monster Beverage is a smoking hot stock, says Jim Cramer (CNBC TV)
05:45PM	McDonald's (MCD) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
01:08PM	McDonald's Stock Has Slipped. One Analyst Sees 21% Upside. (Barrons.com)
08:00AM	Analysts Are Souring on McDonalds. Should You Sell the Dividend Aristocrat Now? (Barchart)
06:02AM	12 Press Releases You Need to See This Week (PR Newswire)
05:24AM	McDonalds responds to nationwide boycott over DEI policy shift (Verdict Food Service)
Jun-26-25 12:20PM	McDonalds new Daily Double will join the McValue menu (Nation's Restaurant News)
09:00AM	McDonald's, Starbucks, Applebee's (Nation's Restaurant News)
Jun-25-25 09:10PM	Here's How Many Shares of McDonald's Stock You Must Own to Get $5,000 in Yearly Dividends (Motley Fool)
08:12PM	Loading…
08:12PM	Analyst Report: McDonald's Corporation (Morningstar Research)
05:50PM	McDonald's (MCD) Stock Moves -2.03%: What You Should Know (Zacks)
01:40PM	McDonalds is launching a Happy Meal with miniature toys inspired by the brand (Nation's Restaurant News)
01:11PM	Stock Market Today: Indexes Mixed After Fed Chair Powell's Comments; Tesla Skids Amid Big Oil Merger Talks (Live Coverage) (Investor's Business Daily)
12:22PM	McDonald's Corporation (MCD): Those Who Downgrade The Stock Will Be "Wrong," Says Jim Cramer (Insider Monkey)
11:24AM	Why the Dow is lagging the S&P 500 and the Nasdaq on Wednesday (MarketWatch)
10:26AM	Family Fun Shrinks for Summer with Lil McDonald's (PR Newswire)
09:51AM	McDonald's/Krispy Kreme, AI, In-N-Out (Nation's Restaurant News)
09:08AM	McDonalds is facing a week-long boycott over its DEI pullback (Nation's Restaurant News)
05:00AM	Krispy Kreme and McDonalds to end US partnership in July 2025 (Verdict Food Service)
Jun-24-25 01:42PM	Consumer Group Calls for McDonalds Boycott. What It Means for the Stock. (Barrons.com)
01:05PM	The economic blackout movement now wants you to boycott McDonalds, starting today (CNN Business)
10:17AM	Krispy Kreme, McDonald's End Partnership, Citing Profitability Concerns (Investopedia)
09:47AM	McDonald's, Krispy Kreme call it quits amid mounting costs (Chain Store Age)
09:45AM	The McDonald's/Krispy Kreme partnership is over (Nation's Restaurant News)
09:22AM	Loading…
09:22AM	Krispy Kreme and McDonald's end their doughnut partnership, as it didn't make money (MarketWatch)
09:08AM	McDonald's and Krispy Kreme end brief partnership (NBC News)
09:01AM	McDonald's, Krispy Kreme to end US donut sale partnership as costs mount (Reuters)
08:51AM	Krispy Kreme and McDonalds End Partnership (The Wall Street Journal)
08:27AM	Krispy Kreme, McDonald's End Partnership (The Wall Street Journal)
06:00AM	3 Undervalued Stocks You Can Buy Now in 2025 (Motley Fool)
Jun-23-25 04:03PM	Consumer Group Calls for McDonald's Boycott. What It Means for the Stock. (Barrons.com)
02:00PM	Steve Jobs Once Cited Leonardo Da Vinci's Example To Explain Why All 'Major' Thinkers Had This Trait That Made Them Exceptional (Benzinga)
09:35AM	United States Cafes & Bars Market Forecast Report 2025-2033 \| Urban Social Life Boosts Bars' Popularity with Dynamic Dining and Vibrant Experiences (GlobeNewswire)
Jun-20-25 08:04AM	McDonald's Is Down, But Long-Term Investors Can Still Take a Bite (MarketBeat)
07:00AM	Get Your Small Business Off The Ground Fast (Investor's Business Daily)
Jun-19-25 06:50AM	McDonald's slides to five-month low on traffic jitters (GuruFocus.com)
06:48AM	McDonalds announces new menu and leadership transition (Verdict Food Service)
Jun-18-25 01:31PM	Warren Buffett Loves McDonalds And Coca-Cola But Scaled Back In Solidarity During His Wife's Oral Cancer Battle: 'I Won't Have Any Fun Either' (Benzinga)
09:55AM	Redburn Atlantic Downgrades McDonald's (MCD) Stock, Cuts PT (Insider Monkey)
08:31AM	The Top 5 Analyst Questions From McDonald's's Q1 Earnings Call (StockStory)
07:09AM	Can Luckin and Dutch Bros Take Market Share From Starbucks? (MarketBeat)
06:34AM	Frozen Potato Product Market Insights 2025, Analysis and Forecasts to 2030: McCain and Simplot Lead Frozen Potato Innovation Wave (GlobeNewswire)
Jun-17-25 07:48AM	AsiaPay and McDonalds to launch online payment solution in Taiwan (Verdict Food Service)
Jun-16-25 09:25PM	AsiaPay Partners with McDonald's to launch Seamless Online Payment Solution, Enhancing Customer Transaction Experience in Taiwan (PR Newswire)
07:00PM	McDonald's: A Fast-Food Giant's Future in Question (Motley Fool)
05:50PM	McDonald's (MCD) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
10:01AM	McDonalds and ESN reach settlement over advertising litigation (Verdict Food Service)
09:05AM	McDonald's Settles $10B Lawsuit: Should You Buy Now or Hold Steady? (Zacks)
Jun-15-25 05:33AM	Street Calls of the Week (Investing.com)
05:23AM	Jim Cramer Says "McDonald's is an Amazing Company" (Insider Monkey)
05:00AM	Shake Shack Thinks It's Time for a Slogan. What Should it Be? (Investopedia)
Jun-13-25 02:40PM	McDonald's settles Byron Allen's $10 billion lawsuit over ads for Black-owned media (Reuters)
01:06PM	Argus downgrades McDonalds as price hikes hit traffic (Investing.com)
01:06PM	McDonald's USA, LLC and Entertainment Studios Network/The Weather Group Announce Settlement to Pending Litigation (PR Newswire)
Jun-12-25 09:00AM	Is Trending Stock McDonald's Corporation (MCD) a Buy Now? (Zacks)
06:20AM	Is Nuveen ESG Large-Cap Value ETF (NULV) a Strong ETF Right Now? (Zacks)
Jun-11-25 04:19PM	Morgan Stanley Warns Investors to Avoid McDonald's Corporation (MCD) Amid Growing Challenges (Insider Monkey)
04:15PM	Famous fast food chain posts cryptic message asking for help (TheStreet)
02:48PM	Nintendo Stock Near Highs-Will the Switch 2 Keep the Rally Alive? (MarketBeat)
09:40AM	McDonalds downgraded on GLP-1 drug worries: Wall Streets top analyst calls (TipRanks)
06:30AM	Not Lovin It: McDonalds Suffers Third Downgrade in as Many Trading Days (The Daily Upside)
Jun-10-25 10:33PM	Domino's Pizza, McDonald's rating surprise tied to persistent consumer issue (TheStreet)
06:56PM	'Fast Money' traders taste test McDonald's McCrispy chicken strips after stock's double downgrade (CNBC TV)
05:50PM	McDonald's (MCD) Stock Sinks As Market Gains: What You Should Know (Zacks)
05:31PM	Redburn Turns Bearish on McDonald's (MCD), Domino's (DPZ) Amid GLP-1 Impact Concerns (GuruFocus.com)
05:21PM	McDonald's Faces Rare Sell Rating as Inflation, Drug Trends Hit Traffic (GuruFocus.com)
04:15PM	McDonalds Shares Slip as GLP-1 Risks Spur Rare Sell Rating (Bloomberg)
02:07PM	Snap Specs, McDonald's downgrade, Casey's Q4 earnings beat (Yahoo Finance Video)
01:55PM	Call of the Day: Double downgrade at McDonald's (CNBC TV)
01:14PM	Weight-loss drugs are an issue for McDonald's, but here's the bigger problem (MarketWatch)
11:52AM	Top Stock Movers Now: Walt Disney, JM Smucker, McDonald's, and More (Investopedia)
10:55AM	Cramer on McDonald's getting third downgrade in less than one week: Analysts are 'going to be wrong' (CNBC TV)
10:46AM	McDonald's offers rewards members limited-time Snapchat deal (Chain Store Age)
10:40AM	IBM, Zuckerberg's Meta AI team, McDonald's: Trending Tickers (Yahoo Finance Video)
10:18AM	GLP-1 appetite suppression turns Redburn bearish on McDonalds, Dominos (Investing.com)
09:45AM	Tesla, Intuitive Surgical downgraded: Wall Streets top analyst calls (TipRanks)
09:39AM	McDonald's downgraded on GLP-1 drug worries: Wall Street's top analyst calls (The Fly)
09:16AM	McDonald's Stock Gets Its 3rd Downgrade in 3 Days. Why Wall Street Is So Concerned. (Barrons.com)
08:32AM	McDonald's Stock Bitten By Big Downgrade Over Weight-Loss Drugs (Investor's Business Daily)
08:27AM	Weight-Loss Drugs Pose Long-Term Threat To McDonald's: Analyst (Investor's Business Daily)
08:12AM	McDonald's Stock Gets Third Downgrade in 3 Days. Why This Analyst Flipped to Sell From Buy. (Barrons.com)
Jun-09-25 07:53PM	Some stocks should not be downgraded, it's just not worth it, says Jim Cramer (CNBC TV)
07:53PM	Jim Cramer on the bull and bear cases for McDonald's (CNBC TV)
12:02PM	McDonald's Stock Faces New Downgrade. 'Pricing Power Has Eroded.' (Barrons.com)
10:55AM	MS downgrades McDonalds on limited upside and structural pressures on fast food (Investing.com)
09:41AM	Tesla, Intuitive Surgical downgraded: Wall Street's top analyst calls (The Fly)
06:05AM	Arcos Dorados appoints new CEO (Verdict Food Service)
Jun-07-25 09:40AM	CrowdStrike and McDonalds downgraded: Wall Streets top analyst calls (TipRanks)
Jun-06-25 04:13PM	McDonald's analyst grills new stock price target on McCrispy reaction (TheStreet)
12:53PM	Top Analyst Downgrade McDonald to 'Hold' After McCrispy Backlash (GuruFocus.com)
11:38AM	Cramer's Stop Trading: McDonald's (CNBC TV)
10:58AM	McDonald's Stock Gets a Downgrade. Why Chicken Strips Are to Blame. (Barrons.com)
09:38AM	CrowdStrike and McDonald's downgraded: Wall Street's top analyst calls (The Fly)
Jun-05-25 09:09PM	TD Cowen Affirms Hold Rating on McDonald's (MCD) with a $305 Price Target (Insider Monkey)

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald's system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Erlinger Joseph M.	President, McDonald's USA	Jun 23 '25	Sale	288.52	939	270,920	10,222	Jun 23 04:41 PM
JOSEPH ERLINGER	Officer	Jun 23 '25	Proposed Sale	287.46	939	269,925		Jun 23 04:26 PM
JOSEPH ERLINGER	Officer	May 23 '25	Proposed Sale	314.31	939	295,137		May 23 04:22 PM
Erlinger Joseph M.	President, McDonald's USA	May 23 '25	Sale	315.07	939	295,851	11,161	May 23 02:05 PM
Steijaert Manuel JM	EVP - President, IOM	May 20 '25	Option Exercise	253.39	6,000	1,520,340	10,606	May 22 03:43 PM
Steijaert Manuel JM	EVP - President, IOM	May 20 '25	Sale	319.66	6,000	1,917,960	4,606	May 22 03:43 PM
Steijaert Manuel JM	Officer	May 20 '25	Proposed Sale	321.33	6,000	1,927,960		May 20 05:55 PM
Erlinger Joseph M.	President, McDonald's USA	Apr 23 '25	Sale	318.50	939	299,072	12,100	Apr 23 04:32 PM
JOSEPH ERLINGER	Officer	Apr 23 '25	Proposed Sale	319.08	939	299,616		Apr 23 04:21 PM
Erlinger Joseph M.	President, McDonald's USA	Mar 24 '25	Sale	306.30	939	287,616	13,039	Mar 24 04:39 PM
JOSEPH ERLINGER	Officer	Mar 24 '25	Proposed Sale	305.44	939	286,808		Mar 24 04:22 PM
Boyd Tiffanie L.	EVP - Chief People Officer	Feb 27 '25	Sale	309.27	1,000	309,270	5,564	Feb 28 04:33 PM
Steijaert Manuel JM	EVP - Chief Customer Officer	Feb 24 '25	Option Exercise	163.02	10,459	1,704,997	15,065	Feb 25 05:07 PM
Steijaert Manuel JM	EVP - Chief Customer Officer	Feb 24 '25	Sale	308.71	10,459	3,228,798	4,606	Feb 25 05:07 PM
Erlinger Joseph M.	President, McDonald's USA	Feb 24 '25	Sale	305.00	939	286,395	13,978	Feb 25 05:01 PM
JOSEPH ERLINGER	Officer	Feb 24 '25	Proposed Sale	304.81	939	286,217		Feb 24 04:40 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Feb 21 '25	Sale	304.60	1,099	334,871	1,560	Feb 21 05:37 PM
Banner Jonathan	EVP - Chief Impact Officer	Feb 21 '25	Sale	304.33	1,500	456,495	1,099	Feb 21 05:32 PM
Steijaert Manuel JM	EVP - Chief Customer Officer	Feb 14 '25	Option Exercise	0.00	5,874	0	7,514	Feb 19 06:38 PM
Sempels Jo	President, IDL	Feb 14 '25	Option Exercise	0.00	1,524	0	5,795	Feb 19 06:36 PM
Ralls-Morrison Desiree	EVP, Chief Legal Officer	Feb 14 '25	Option Exercise	0.00	8,057	0	14,324	Feb 19 06:35 PM
Kempczinski Christopher J	Chairman and CEO	Feb 14 '25	Option Exercise	0.00	38,600	0	71,356	Feb 19 06:33 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Feb 14 '25	Option Exercise	0.00	1,555	0	3,115	Feb 19 06:30 PM
Flatley Edith Morgan	EVP - Global CMO	Feb 14 '25	Option Exercise	0.00	5,921	0	13,760	Feb 19 06:28 PM
Flatley Edith Morgan	EVP - Global CMO	Feb 19 '25	Sale	300.76	3,200	962,432	9,858	Feb 19 06:28 PM
Erlinger Joseph M.	President, McDonald's USA	Feb 14 '25	Option Exercise	0.00	11,748	0	19,635	Feb 19 06:25 PM
Boyd Tiffanie L.	EVP - Chief People Officer	Feb 14 '25	Option Exercise	0.00	3,427	0	7,010	Feb 19 06:23 PM
Borden Ian Frederick	EVP - CFO	Feb 14 '25	Option Exercise	0.00	10,909	0	31,312	Feb 19 06:01 PM
McDonald Gillian	EVP - President, IOM	Feb 13 '25	Option Exercise	0.00	3,935	0	5,971	Feb 14 04:31 PM
Banner Jonathan	EVP - Chief Impact Officer	Feb 13 '25	Option Exercise	175.91	13,922	2,449,040	9,219	Feb 14 04:23 PM
Banner Jonathan	EVP - Chief Impact Officer	Feb 13 '25	Sale	307.41	9,200	2,828,172	19	Feb 14 04:23 PM
Kempczinski Christopher J	Chairman and CEO	Feb 11 '25	Sale	310.05	10,500	3,255,525	32,756	Feb 13 03:09 PM
CHRISTOPHER KEMPCZINSKI	Officer	Feb 11 '25	Proposed Sale	310.05	10,500	3,255,560		Feb 11 04:22 PM
Erlinger Joseph M.	President, McDonald's USA	Jan 23 '25	Sale	280.75	300	84,225	7,887	Jan 24 04:08 PM
JOSEPH ERLINGER	Officer	Jan 23 '25	Proposed Sale	281.35	300	84,405		Jan 23 04:23 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Jan 02 '25	Option Exercise	97.15	1,499	145,628	3,059	Jan 03 06:14 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Jan 02 '25	Sale	290.95	1,499	436,134	1,560	Jan 03 06:14 PM
Ralls-Morrison Desiree	EVP, Chief Legal Off.	Dec 30 '24	Sale	290.15	3,409	989,121	9,675	Dec 31 07:57 PM
Ralls-Morrison Desiree	EVP, Chief Legal Off.	Dec 31 '24	Sale	289.63	3,408	987,059	6,267	Dec 31 07:57 PM
Erlinger Joseph M.	President, McDonald's USA	Dec 23 '24	Sale	291.10	1,099	319,919	8,187	Dec 23 07:50 PM
JOSEPH M. ERLINGER	Officer	Dec 23 '24	Proposed Sale	292.68	1,099	321,655		Dec 23 04:24 PM
Erlinger Joseph M.	President, McDonald's USA	Nov 25 '24	Sale	292.50	1,099	321,458	9,286	Nov 26 04:08 PM
JOSEPH ERLINGER	Officer	Nov 25 '24	Proposed Sale	290.28	1,099	319,018		Nov 25 04:45 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Nov 01 '24	Option Exercise	97.15	1,499	145,628	3,059	Nov 05 04:59 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Nov 01 '24	Sale	294.51	1,499	441,470	1,560	Nov 05 04:59 PM
Erlinger Joseph M.	President, McDonald's USA	Oct 23 '24	Sale	292.38	1,099	321,326	10,385	Oct 25 03:19 PM
JOSEPH ERLINGER	Officer	Oct 23 '24	Proposed Sale	314.69	1,099	345,844		Oct 23 04:16 PM
Flatley Edith Morgan	EVP - Global CMO	Oct 14 '24	Option Exercise	157.79	2,346	370,175	5,251	Oct 15 04:55 PM
Flatley Edith Morgan	EVP - Global CMO	Oct 14 '24	Sale	310.00	2,346	727,260	2,905	Oct 15 04:55 PM
CHRISTOPHER KEMPCZINSKI	Director	Sep 27 '24	Proposed Sale	303.65	9,291	2,821,212		Sep 27 04:25 PM
Kempczinski Christopher J	Chairman and CEO	Sep 27 '24	Option Exercise	112.11	9,291	1,041,614	52,547	Sep 27 04:20 PM
Kempczinski Christopher J	Chairman and CEO	Sep 27 '24	Sale	305.00	9,291	2,833,755	43,256	Sep 27 04:20 PM
Kempczinski Christopher J	Chairman and CEO	Sep 23 '24	Sale	300.03	11,727	3,518,452	49,885	Sep 25 04:35 PM
Kempczinski Christopher J	Chairman and CEO	Sep 24 '24	Sale	300.00	6,629	1,988,700	43,256	Sep 25 04:35 PM
Borden Ian Frederick	EVP & CFO	Sep 23 '24	Option Exercise	97.15	5,939	576,974	26,342	Sep 24 05:04 PM
Borden Ian Frederick	EVP & CFO	Sep 23 '24	Sale	300.04	5,939	1,781,938	20,403	Sep 24 05:04 PM
Erlinger Joseph M.	President, McDonald's USA	Sep 23 '24	Sale	298.57	1,099	328,128	11,484	Sep 24 05:01 PM
JOSEPH ERLINGER	Officer	Sep 23 '24	Proposed Sale	296.83	1,099	326,216		Sep 23 04:26 PM
Heidi B. Capozzi	Officer	Sep 19 '24	Proposed Sale	293.75	6,494	1,907,612		Sep 19 05:45 PM
Kempczinski Christopher J	Chairman and CEO	Sep 16 '24	Sale	300.00	3,934	1,180,200	61,612	Sep 18 04:38 PM
Borden Ian Frederick	EVP & CFO	Sep 16 '24	Option Exercise	97.15	1,325	128,724	21,728	Sep 18 04:37 PM
Borden Ian Frederick	EVP & CFO	Sep 16 '24	Sale	300.00	1,325	397,500	20,403	Sep 18 04:37 PM
CHRISTOPHER KEMPCZINSKI	Director	Sep 16 '24	Proposed Sale	296.53	22,290	6,609,654		Sep 16 04:33 PM
IAN BORDEN	Officer	Sep 16 '24	Proposed Sale	296.53	7,264	2,153,994		Sep 16 04:32 PM
Heidi B. Capozzi	Officer	Sep 05 '24	Proposed Sale	285.52	15,207	4,341,903		Sep 05 05:23 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Sep 03 '24	Option Exercise	97.15	1,498	145,531	3,058	Sep 03 05:04 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Sep 03 '24	Sale	286.36	1,498	428,967	1,560	Sep 03 05:04 PM
Rice Brian S	EVP-Global Chief Info. Officer	Aug 31 '24	Option Exercise	0.00	4,149	0	6,818	Sep 03 04:52 PM
Erlinger Joseph M.	President, McDonald's USA	Aug 23 '24	Sale	288.70	1,098	316,993	12,583	Aug 23 04:46 PM
JOSEPH ERLINGER	Officer	Aug 23 '24	Proposed Sale	289.21	1,098	317,553		Aug 23 04:29 PM
Erlinger Joseph M.	President, McDonald's USA	Jul 23 '24	Sale	260.00	1,099	285,740	13,681	Jul 23 04:01 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Jul 03 '24	Option Exercise	97.15	1,498	145,531	3,058	Jul 03 04:02 PM
Gross Marion K.	EVP-Chief Supply Chain Officer	Jul 03 '24	Sale	248.26	1,498	371,893	1,560	Jul 03 04:02 PM

Open in Screener

BKE

Buckle, Inc

Jun 30 • 04:00PM ET

45.35

Dollar change -0.22
Percentage change -0.48	%

Consumer Cyclical • Apparel Retail • USA • NYSE

Peers: TJX ANF LB ROST JWN AEO URBN M KSS

| Held by: IJR AVUV VTI SCHD IWM VB VBR VXF SDVY IWO

Index	RUT	P/E	11.68	EPS (ttm)	3.88	Insider Own	39.20%	Shs Outstand	51.16M	Perf Week	2.14%
Market Cap	2.32B	Forward P/E	12.09	EPS next Y	3.75	Insider Trans	-1.11%	Shs Float	31.11M	Perf Month	4.61%
Enterprise Value	2.40B	PEG	12.56	EPS next Q	0.80	Inst Own	58.56%	Short Float	7.65%	Perf Quarter	19.40%
Income	195.82M	P/S	1.89	EPS this Y	-3.40%	Inst Trans	-2.02%	Short Ratio	4.37	Perf Half Y	-7.03%
Sales	1.23B	P/B	5.21	EPS next Y	-0.15%	ROA	20.79%	Short Interest	2.38M	Perf YTD	-6.21%
Book/sh	8.70	P/C	7.95	EPS next 5Y	0.93%	ROE	44.55%	52W High	51.62 -12.15%	Perf Year	29.75%
Cash/sh	5.70	P/FCF	11.58	EPS past 3/5Y	-9.02% 12.67%	ROIC	26.78%	52W Low	33.12 36.93%	Perf 3Y	83.48%
Dividend Est.	3.84 (8.46%)	EV/EBITDA	9.02	Sales past 3/5Y	-2.02% 6.23%	Gross Margin	48.81%	Volatility	1.89% 2.04%	Perf 5Y	297.67%
Dividend TTM	1.37 (3.01%)	EV/Sales	1.95	EPS Y/Y TTM	-8.20%	Oper. Margin	19.76%	ATR (14)	1.03	Perf 10Y	78.41%
Dividend Ex-Date	Jul 15, 2025	Quick Ratio	1.48	Sales Y/Y TTM	-1.08%	Profit Margin	15.95%	RSI (14)	66.00	Recom	3.00
Dividend Gr. 3/5Y	1.47% 5.92%	Current Ratio	2.09	EPS Q/Q	0.26%	SMA20	3.11%	Beta	1.03	Target Price	40.00
Payout	36.03%	Debt/Eq	0.83	Sales Q/Q	3.67%	SMA50	12.08%	Rel Volume	0.77	Prev Close	45.57
Employees	8000	LT Debt/Eq	0.64	Earnings	May 23 BMO	SMA200	6.86%	Avg Volume	544.35K	Price	45.35
IPO	May 08, 1992	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.07% 1.51%	Trades		Volume	420,681	Change	-0.48%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-12-24	Upgrade	UBS	Sell → Neutral	$31 → $46
Jan-05-24	Downgrade	UBS	Neutral → Sell	$34
Apr-10-23	Initiated	UBS	Neutral	$37
Dec-14-21	Initiated	Sidoti	Buy	$60
Mar-08-19	Downgrade	Deutsche Bank	Hold → Sell	$19 → $16
Nov-02-18	Upgrade	Deutsche Bank	Sell → Hold	$19
Apr-07-17	Upgrade	Deutsche Bank	Sell → Hold	$15 → $16
May-09-16	Downgrade	Wolfe Research	Peer Perform → Underperform	$23
Mar-30-16	Downgrade	Standpoint Research	Buy → Hold
Mar-14-16	Reiterated	Wolfe Research	Peer Perform	$26 → $29
Jan-07-16	Upgrade	Standpoint Research	Hold → Buy
Aug-18-15	Initiated	Wolfe Research	Peer Perform	$42
Jun-04-15	Upgrade	BB&T Capital Mkts	Underweight → Hold
Nov-14-14	Initiated	BB&T Capital Mkts	Underweight
Nov-07-14	Initiated	Brean Capital	Hold
May-23-14	Reiterated	CRT Capital	Fair Value	$49
May-14-14	Initiated	CRT Capital	Fair Value	$49
Mar-14-14	Reiterated	Janney	Neutral	$41 → $43
Mar-07-14	Upgrade	Janney	Sell → Neutral	$41
May-24-13	Downgrade	Ascendiant Capital Markets	Neutral → Sell

Show Previous Ratings

Jun-05-25 06:50AM	The Buckle, Inc. Reports May 2025 Net Sales (Business Wire)
Jun-03-25 06:50AM	The Buckle, Inc. Reports Quarterly Dividend (Business Wire)
May-24-25 09:15AM	Morning Movers: Apple slips following President Trump tariff threat (TipRanks)
12:02AM	Q1 2025 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
May-23-25 06:58AM	Buckle: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:50AM	Loading…
06:50AM	The Buckle, Inc. Reports First Quarter Net Income (Business Wire)
May-22-25 09:15AM	Earnings To Watch: Buckle Inc (BKE) Reports Q1 2025 Result (GuruFocus.com)
May-08-25 06:50AM	The Buckle, Inc. Reports April 2025 Net Sales (Business Wire)
Apr-10-25 06:50AM	The Buckle, Inc. Reports March 2025 Net Sales (Business Wire)
Apr-02-25 12:19PM	The Buckle Is Back To Last Year's Prices But Now Apparel Is Much Cheaper (Seeking Alpha)
Mar-31-25 03:44PM	The Buckle, Inc. (BKE): Among the Best High Yield Stocks to Buy in April for Dividend Capture (Insider Monkey)
Mar-25-25 06:50AM	The Buckle, Inc. Reports Quarterly Dividend and Announces the Appointment of Justin D. Ellison as Vice President of Information Security (Business Wire)
Mar-15-25 03:03AM	Buckle Inc (BKE) Q4 2024 Earnings Call Highlights: Navigating Challenges with Strong Digital ... (GuruFocus.com)
02:37AM	Q4 2024 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-25 08:00AM	Specialty Retailer Buckle Q4: Sales Dip, Earnings Beat, Solid Comps And More (Benzinga)
07:03AM	Loading…
07:03AM	Buckle: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:50AM	The Buckle, Inc. Reports Fourth Quarter and Fiscal Year 2024 Net Income (Business Wire)
Mar-06-25 06:50AM	The Buckle, Inc. Reports February 2025 Net Sales and Announces Fourth Quarter Earnings Conference Call (Business Wire)
Feb-06-25 06:50AM	The Buckle, Inc. Reports January 2025 Net Sales (Business Wire)
Jan-10-25 06:55AM	The Buckle reports December comparable store net sales increased 4.6% (TipRanks)
Jan-09-25 06:50AM	The Buckle, Inc. Reports December 2024 Net Sales (Business Wire)
Jan-08-25 08:10AM	The Buckle, Inc. (BKE): A Bull Case Theory (Insider Monkey)
Dec-10-24 06:50AM	The Buckle, Inc. Announces a $2.50 Per Share Special Cash Dividend and a $0.35 Per Share Quarterly Dividend (Business Wire)
Dec-05-24 06:50AM	The Buckle, Inc. Reports November 2024 Net Sales (Business Wire)
Nov-23-24 02:03AM	Q3 2024 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
02:02AM	Buckle Inc (BKE) Q3 2024 Earnings Call Highlights: Navigating Challenges with Strategic Growth (GuruFocus.com)
Nov-22-24 06:55AM	Buckle: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:50AM	The Buckle, Inc. Reports Third Quarter Net Income (Business Wire)
Nov-07-24 06:50AM	The Buckle, Inc. Reports October 2024 Net Sales (Business Wire)
Oct-10-24 06:50AM	The Buckle, Inc. Reports September 2024 Net Sales (Business Wire)
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Sep-10-24 06:50AM	The Buckle, Inc. Reports Quarterly Dividend (Business Wire)
Sep-05-24 06:50AM	The Buckle, Inc. Reports August 2024 Net Sales (Business Wire)
Aug-23-24 06:59AM	Buckle: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:50AM	The Buckle, Inc. Reports Second Quarter Net Income (Business Wire)
Aug-08-24 06:50AM	The Buckle, Inc. Reports July 2024 Net Sales (Business Wire)
Aug-01-24 05:36PM	NVIDIA, Maplebear And Two Other Stocks Insiders Are Selling (Benzinga) -5.09%
Jul-18-24 03:00PM	Insider Sale: Director John Peetz Sells 2,500 Shares of Buckle Inc (BKE) (GuruFocus.com)
Jul-11-24 06:50AM	The Buckle, Inc. Reports June 2024 Net Sales (Business Wire) +5.58%
Jul-07-24 08:30AM	GameStop vs. Chewy: The Surprising Winner in This Battle of Meme Stocks (InvestorPlace)
Jun-06-24 06:50AM	The Buckle, Inc. Reports May 2024 Net Sales (Business Wire)
Jun-04-24 06:50AM	The Buckle, Inc. Reports Quarterly Dividend (Business Wire)
May-25-24 03:08AM	Q1 2024 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
May-24-24 11:52AM	BKE Stock Earnings: Buckle Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:59AM	Buckle: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:50AM	The Buckle, Inc. Reports First Quarter Net Income (Business Wire)
May-16-24 01:45PM	Analysts Slash Price Targets On 3 Dividend Stocks - You May Want To Consider These Alternatives Instead (Benzinga)
May-09-24 07:32AM	Buckle, Inc. 4-week Comps. Down 6.0% (RTT News)
06:50AM	The Buckle, Inc. Reports April 2024 Net Sales (Business Wire)
Apr-18-24 09:54AM	Bill Miller's Latest 13 Stock Picks (Insider Monkey)
Apr-11-24 06:50AM	The Buckle, Inc. Reports March 2024 Net Sales and Announces the Appointment of Stacey M. Manary as Vice President of Womens Merchandising (Business Wire)
Mar-28-24 01:54PM	11 Best April Dividend Stocks To Invest In (Insider Monkey)
Mar-26-24 06:50AM	The Buckle, Inc. Reports Quarterly Dividend (Business Wire)
Mar-21-24 06:00PM	The Buckle, Inc. Announces Departure of Senior Vice President of Womens Merchandising (Business Wire)
Mar-16-24 12:55PM	The Buckle, Inc. (NYSE:BKE) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-15-24 06:11PM	Buckle Inc (BKE) Faces Sales Decline in Q4 and Fiscal Year 2023 (GuruFocus.com)
07:08AM	Buckle Q4 Profit, Net Sales Decline (RTT News)
07:05AM	Buckle: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:50AM	The Buckle, Inc. Reports Fourth Quarter and Fiscal Year 2023 Net Income (Business Wire)
Mar-07-24 06:50AM	The Buckle, Inc. Reports February 2024 Net Sales and Announces Fourth Quarter Earnings Conference Call (Business Wire)
Feb-08-24 06:50AM	The Buckle, Inc. Reports January 2024 Net Sales (Business Wire)
Jan-29-24 05:15PM	3 Dividend Stocks to Buy Yielding 5% in January 2024 (InvestorPlace)
Jan-12-24 05:56AM	Should You Hold The Buckle (BKE)? (Insider Monkey)
Jan-04-24 06:50AM	The Buckle, Inc. Reports December 2023 Net Sales (Business Wire)
Dec-05-23 06:50AM	The Buckle, Inc. Announces a $2.50 Per Share Special Cash Dividend, a $0.35 Per Share Quarterly Dividend, and Leadership Appointments (Business Wire)
Nov-30-23 12:37PM	Retail and Autos in Focus: November Interim Sales Trends (GuruFocus.com)
06:50AM	The Buckle, Inc. Reports November 2023 Net Sales (Business Wire)
Nov-20-23 08:47AM	The Buckle, Inc. (NYSE:BKE) Q2 2024 Earnings Call Transcript (Insider Monkey)
Nov-18-23 12:02AM	Q3 2023 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-17-23 03:58PM	Buckle Inc (BKE) Reports Decline in Q3 Net Income and Sales (GuruFocus.com) +7.99%
06:53AM	Buckle: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:50AM	The Buckle, Inc. Reports Third Quarter Net Income (Business Wire)
Nov-09-23 07:46AM	Top 11 Extreme Value Stocks To Buy (Insider Monkey) -5.81%
Nov-02-23 06:50AM	The Buckle, Inc. Reports October 2023 Net Sales (Business Wire)
Oct-24-23 02:44PM	Bill Miller Portfolio: 12 Picks From Legendary Value Investor (Insider Monkey)
Oct-11-23 07:21AM	Buckle Inc's Dividend Analysis (GuruFocus.com)
Oct-05-23 11:43AM	Unveiling Buckle (BKE)'s Value: Is It Really Priced Right? A Comprehensive Guide (GuruFocus.com) -6.44%
06:50AM	The Buckle, Inc. Reports September 2023 Net Sales (Business Wire)
Sep-12-23 06:50AM	The Buckle, Inc. Reports Quarterly Dividend (Business Wire)
Aug-31-23 06:50AM	The Buckle, Inc. Reports August 2023 Net Sales (Business Wire)
Aug-21-23 08:14AM	The Buckle, Inc. (NYSE:BKE) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-18-23 11:14PM	Q2 2023 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
06:55AM	Buckle: Fiscal Q2 Earnings Snapshot (AP Finance)
06:50AM	The Buckle, Inc. Reports Second Quarter Net Income (Business Wire)
Aug-03-23 06:50AM	The Buckle, Inc. Reports July 2023 Net Sales (Business Wire)
Jul-06-23 06:50AM	The Buckle, Inc. Reports June 2023 Net Sales (Business Wire)
Jul-01-23 10:05AM	At US$34.60, Is It Time To Put The Buckle, Inc. (NYSE:BKE) On Your Watch List? (Simply Wall St.)
Jun-21-23 08:00PM	BKE: Raising target price to $37.00 (Argus Research)
Jun-15-23 02:59PM	Buckle (NYSE:BKE) Is Achieving High Returns On Its Capital (Simply Wall St.)
Jun-06-23 07:02PM	The 7 Most Reliable Dividend Stocks to Buy Now (InvestorPlace)
06:50AM	The Buckle, Inc. Reports Quarterly Dividend (Business Wire)
Jun-01-23 02:39PM	Buckle's (NYSE:BKE) earnings growth rate lags the 41% CAGR delivered to shareholders (Simply Wall St.)
06:50AM	The Buckle, Inc. Reports May 2023 Net Sales (Business Wire)
May-26-23 11:23PM	Q1 2023 Buckle Inc Earnings Call (Thomson Reuters StreetEvents)
06:58AM	Buckle: Fiscal Q1 Earnings Snapshot (AP Finance)
06:50AM	The Buckle, Inc. Reports First Quarter Net Income (Business Wire)
May-16-23 08:32AM	Calculating The Fair Value Of The Buckle, Inc. (NYSE:BKE) (Simply Wall St.)
May-04-23 06:50AM	The Buckle, Inc. Reports April 2023 Net Sales (Business Wire)
Apr-26-23 08:00PM	BKE: Lowering target price to $39.00 (Argus Research)
Apr-13-23 09:04AM	Could The Market Be Wrong About The Buckle, Inc. (NYSE:BKE) Given Its Attractive Financial Prospects? (Simply Wall St.)
Apr-11-23 08:15AM	Buckle (BKE) Comparable Store Net Sales Fall 10.1% in March (Zacks)

The Buckle, Inc. engages in the business of retailing medium to better-priced casual apparel, footwear, and accessories for fashion-conscious young men and women. The firm is also involved in the provision of customer services such as free hemming, free gift-packaging, easy layaways, private label credit card, and guest loyalty program. The company was founded by David Hirschfeld in 1948 and is headquartered in Kearney, NE.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
NELSON DENNIS H	President & CEO	Jun 11 '25	Sale	43.52	20,453	890,149	1,655,204	Jun 12 07:00 PM
NELSON DENNIS H	President & CEO	May 14 '25	Sale	39.72	43,915	1,744,343	1,706,335	May 15 06:29 PM
NELSON DENNIS H	President & CEO	May 15 '25	Sale	40.57	30,678	1,244,548	1,675,657	May 15 06:29 PM
NELSON DENNIS H	President & CEO	Apr 23 '25	Sale	36.36	2,105	76,547	1,728,250	Apr 25 04:08 PM
NELSON DENNIS H	President & CEO	Apr 09 '25	Sale	36.56	13,020	475,973	1,730,355	Apr 10 02:49 PM
NELSON DENNIS H	President & CEO	Apr 08 '25	Sale	36.31	2,320	84,233	1,743,375	Apr 10 02:49 PM
NELSON DENNIS H	President & CEO	Mar 17 '25	Sale	36.32	15,340	557,213	1,647,695	Mar 19 03:48 PM
Dennis Nelson	Officer	Mar 17 '25	Proposed Sale	37.14	127,831	4,747,643		Mar 17 05:04 PM
NELSON DENNIS H	President & CEO	Mar 03 '25	Sale	39.51	15,340	606,059	1,663,035	Mar 05 02:25 PM
NELSON DENNIS H	President & CEO	Feb 25 '25	Sale	40.86	20,453	835,660	1,678,375	Feb 27 09:01 AM
NELSON DENNIS H	President & CEO	Feb 11 '25	Sale	43.42	20,453	888,102	1,698,828	Feb 13 02:16 PM
NELSON DENNIS H	President & CEO	Jan 22 '25	Sale	48.07	20,453	983,274	1,719,281	Jan 23 12:28 PM
NELSON DENNIS H	President & CEO	Jan 21 '25	Sale	48.51	130	6,306	415	Jan 23 12:28 PM
NELSON DENNIS H	President & CEO	Jan 17 '25	Sale	48.03	100	4,803	545	Jan 21 11:21 AM
Dennis Nelson	Officer	Jan 17 '25	Proposed Sale	48.35	4,600	222,410		Jan 17 04:49 PM
NELSON DENNIS H	President & CEO	Jan 06 '25	Sale	51.57	20,453	1,054,780	1,739,734	Jan 08 04:56 PM
NELSON DENNIS H	President & CEO	Dec 17 '24	Sale	51.37	20,453	1,050,736	1,760,187	Dec 19 08:54 AM
Dennis Nelson	Officer	Dec 17 '24	Proposed Sale	51.78	105,578	5,466,829		Dec 17 04:36 PM
Peetz John P	Director	Dec 12 '24	Sale	51.70	2,500	129,244	22,123	Dec 13 11:24 AM
SMITH KARI G	EVP Stores	Dec 10 '24	Sale	52.29	20,000	1,045,846	150,554	Dec 12 12:37 PM
Peetz John P	Director	Dec 11 '24	Proposed Sale	52.25	2,500	130,625		Dec 11 04:02 PM
Brett & Kristine Milkie Family	Officer	Dec 10 '24	Proposed Sale	52.80	3,000	158,400		Dec 10 04:02 PM
J Craig Smith Rev Tr Kari G Sm	Officer	Dec 10 '24	Proposed Sale	52.29	20,000	1,045,846		Dec 10 12:36 PM
NELSON DENNIS H	President & CEO	Dec 02 '24	Sale	53.18	20,453	1,087,742	1,781,640	Dec 03 10:56 AM
HOFFMAN MICHELLE	SVP Sales	Nov 26 '24	Sale	51.66	10,000	516,639	81,882	Nov 26 04:46 PM
RHOADS KAREN B	Director	Nov 26 '24	Sale	51.63	9,500	490,497	214,089	Nov 26 04:20 PM
NELSON DENNIS H	President & CEO	Nov 25 '24	Sale	50.96	20,453	1,042,219	1,802,093	Nov 26 02:57 PM
RHOADS KAREN B	Director	Nov 26 '24	Proposed Sale	51.26	9,500	486,970		Nov 26 01:26 PM
Michelle Hoffman TOD Hoffman F	Officer	Nov 26 '24	Proposed Sale	51.66	10,000	516,639		Nov 26 12:46 PM
NELSON DENNIS H	President & CEO	Nov 04 '24	Sale	42.90	20,453	877,434	1,822,546	Nov 05 06:02 PM
NELSON DENNIS H	President & CEO	Oct 22 '24	Sale	43.00	20,453	879,416	1,842,999	Oct 23 03:03 PM
Dennis H. Nelson	Officer	Oct 22 '24	Proposed Sale	43.64	98,952	4,318,265		Oct 22 04:16 PM
NELSON DENNIS H	President & CEO	Oct 07 '24	Sale	41.73	20,453	853,551	1,863,452	Oct 08 03:19 PM
NELSON DENNIS H	President & CEO	Sep 18 '24	Sale	44.35	20,453	907,115	1,883,905	Sep 19 08:24 PM
NELSON DENNIS H	President & CEO	Sep 10 '24	Sale	41.78	20,453	854,496	1,904,358	Sep 12 10:57 AM
MILKIE BRETT P	SVP Leasing	Sep 06 '24	Sale	41.35	16,000	661,560	80,170	Sep 09 06:35 PM
Brett P Milkie TTEE FBO Brett	Officer	Sep 06 '24	Proposed Sale	41.25	16,000	659,936		Sep 06 03:29 PM
NELSON DENNIS H	President & CEO	Aug 27 '24	Sale	42.44	24,666	1,046,771	1,924,811	Aug 29 10:33 AM
NELSON DENNIS H	President & CEO	Aug 05 '24	Sale	37.80	15,340	579,870	1,950,377	Aug 07 07:01 PM
NELSON DENNIS H	President & CEO	Aug 07 '24	Sale	40.33	900	36,299	1,949,477	Aug 07 07:01 PM
NELSON DENNIS H	President & CEO	Jul 29 '24	Sale	41.33	20,487	846,672	1,965,717	Jul 31 04:40 PM
Dennis H. Nelson	Officer	Jul 29 '24	Proposed Sale	41.82	122,752	5,133,489		Jul 29 04:50 PM
Peetz John P	Director	Jul 16 '24	Sale	40.26	2,500	100,650	24,623	Jul 18 12:01 PM

LH Labcorp Holdings Inc daily Stock Chart

Peers: DGX NEO OPK ICLR QDEL AVTR

| Held by: VTI VOO VO SPY IVV VTV XLV RSP VOE IWR

Index	S&P 500	P/E	30.28	EPS (ttm)	8.67	Insider Own	0.34%	Shs Outstand	83.80M	Perf Week	0.56%
Market Cap	21.96B	Forward P/E	14.90	EPS next Y	17.62	Insider Trans	-9.72%	Shs Float	83.38M	Perf Month	6.39%
Enterprise Value	28.13B	PEG	3.06	EPS next Q	4.18	Inst Own	95.49%	Short Float	4.13%	Perf Quarter	14.12%
Income	730.80M	P/S	1.67	EPS this Y	10.30%	Inst Trans	0.45%	Short Ratio	4.23	Perf Half Y	14.39%
Sales	13.18B	P/B	2.65	EPS next Y	9.62%	ROA	4.28%	Short Interest	3.44M	Perf YTD	14.47%
Book/sh	99.13	P/C	59.46	EPS next 5Y	9.91%	ROE	8.99%	52W High	264.03 -0.58%	Perf Year	29.16%
Cash/sh	4.42	P/FCF	19.07	EPS past 3/5Y	-28.70% 1.13%	ROIC	4.99%	52W Low	198.96 31.94%	Perf 3Y	27.52%
Dividend Est.	2.95 (1.12%)	EV/EBITDA	15.65	Sales past 3/5Y	-6.90% 2.40%	Gross Margin	25.87%	Volatility	1.95% 1.75%	Perf 5Y	88.31%
Dividend TTM	2.88 (1.10%)	EV/Sales	2.13	EPS Y/Y TTM	74.73%	Oper. Margin	8.66%	ATR (14)	4.83	Perf 10Y	153.04%
Dividend Ex-Date	May 29, 2025	Quick Ratio	1.60	Sales Y/Y TTM	7.13%	Profit Margin	5.55%	RSI (14)	61.11	Recom	1.52
Dividend Gr. 3/5Y	- -	Current Ratio	1.84	EPS Q/Q	-6.22%	SMA20	1.64%	Beta	0.82	Target Price	279.29
Payout	32.58%	Debt/Eq	0.78	Sales Q/Q	5.30%	SMA50	5.99%	Rel Volume	0.85	Prev Close	260.59
Employees	70000	LT Debt/Eq	0.76	Earnings	Jul 24 BMO	SMA200	10.64%	Avg Volume	813.35K	Price	262.51
IPO	Jul 07, 1988	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.63% -1.59%	Trades		Volume	689,083	Change	0.74%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-02-25	Initiated	Redburn Atlantic	Buy	$276
Mar-04-25	Upgrade	Citigroup	Neutral → Buy	$250 → $300
Jan-07-25	Upgrade	Evercore ISI	In-line → Outperform	$260 → $265
Dec-10-24	Resumed	Jefferies	Buy	$265 → $275
Oct-30-24	Upgrade	HSBC Securities	Hold → Buy
Oct-01-24	Initiated	Piper Sandler	Neutral	$235
Mar-25-24	Upgrade	Argus	Hold → Buy	$250
Feb-26-24	Initiated	Leerink Partners	Outperform	$260
Feb-09-24	Initiated	Evercore ISI	In-line	$240
Jan-03-24	Initiated	Barclays	Equal Weight	$222
Sep-06-23	Initiated	HSBC Securities	Hold	$210
Dec-12-22	Downgrade	Citigroup	Buy → Neutral	$275 → $250
Sep-19-22	Downgrade	Argus	Buy → Hold
Aug-22-22	Resumed	Morgan Stanley	Overweight	$300
Jan-28-22	Downgrade	Deutsche Bank	Buy → Hold	$330 → $294
Jan-11-21	Upgrade	Argus	Hold → Buy	$245
Jan-11-21	Downgrade	Wolfe Research	Peer Perform → Underperform
Jan-08-21	Downgrade	Wolfe Research	Outperform → Peer Perform
Jul-14-20	Upgrade	BofA Securities	Neutral → Buy	$194 → $220
Jul-13-20	Upgrade	Wolfe Research	Peer Perform → Outperform

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08:40AM	Labcorp to offer HPV and STI self-collection solutions (TipRanks)
07:00AM	Labcorp Launches First-of-its-Kind Immunoassay to Accelerate Path to Diagnosis of Alzheimer's Disease (PR Newswire)
Apr-01-25 08:32AM	Labcorp to Offer HPV and STI Self-Collection Options in Labcorp Patient Service Centers and Participating Physician Offices Nationwide (PR Newswire)
Mar-31-25 04:15PM	Labcorp to Announce First Quarter Financial Results on April 29, 2025 (PR Newswire)
Mar-27-25 05:09AM	A Look Back at Testing & Diagnostics Services Stocks' Q4 Earnings: Labcorp (NYSE:LH) Vs The Rest Of The Pack (StockStory)
Mar-24-25 06:08AM	Labcorp to close Los Angeles site, lay off 73 people (MedTech Dive)
Mar-20-25 10:35PM	BlackRock Sustainable U.S. Value Equity Fund Q4 2024 Commentary (SeekingAlpha)
09:05AM	Invesco Health Care Fund Q4 2024 Commentary (SeekingAlpha)
Mar-18-25 09:45AM	Why Labcorp (LH) is a Top Growth Stock for the Long-Term (Zacks)
Mar-14-25 05:08AM	Testing & Diagnostics Services Stocks Q4 Recap: Benchmarking Quest (NYSE:DGX) (StockStory)
Mar-12-25 12:10PM	Labcorp to acquire certain assets of Opko Healths BioReference Health (TipRanks)
11:06AM	Truist remains bullish on Labcorp after another nice strategic acquisition (TipRanks)
06:50AM	Labcorp to buy Opko units cancer test assets for up to $225M (MedTech Dive)
Mar-11-25 07:00AM	Labcorp Announces Acquisition of Select Assets of BioReference Health's Innovative Oncology and Related Clinical Testing Services Businesses (PR Newswire)
Mar-06-25 04:00AM	3 Reasons to Avoid LH and 1 Stock to Buy Instead (StockStory)
Feb-26-25 09:40AM	Here's Why Labcorp (LH) is a Strong Value Stock (Zacks)
Feb-24-25 07:32AM	Labcorp Announces Clinical Availability of Liquid Biopsy Test to Guide Personalized Treatment Plans for Patients with Advanced Solid Tumors (PR Newswire)
Feb-19-25 04:12PM	Hims & Hers Health surges on acquisition for at-home testing (Yahoo Finance Video)
Feb-12-25 05:57PM	Trickle-down effect of NIH funding battle worries healthcare analysts and medical experts (Yahoo Finance)
Feb-11-25 09:40AM	Are Investors Undervaluing Labcorp (LH) Right Now? (Zacks)
Feb-10-25 09:40AM	Why Labcorp (LH) is a Top Value Stock for the Long-Term (Zacks)
Feb-07-25 01:36AM	Q4 2024 Labcorp Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-25 03:39PM	Analyst Report: Labcorp Holdings Inc. (Morningstar Research)
09:30AM	Compared to Estimates, Labcorp (LH) Q4 Earnings: A Look at Key Metrics (Zacks)
08:23AM	Labcorp (NYSE:LH) Surprises With Q4 Sales, Full-Year Outlook Slightly Exceeds Expectations (StockStory)
08:00AM	Labcorp (LH) Q4 Earnings and Revenues Surpass Estimates (Zacks)
07:17AM	Labcorp: Q4 Earnings Snapshot (Associated Press Finance)
06:55AM	Labcorp forecasts 2025 revenue above estimates on diagnostic test demand (Reuters)
06:50AM	Labcorp Announces 2024 Fourth Quarter and Full Year Results (PR Newswire)
Feb-05-25 08:06AM	Labcorp (LH) Reports Earnings Tomorrow: What To Expect (StockStory)
Feb-04-25 09:15AM	Labcorp (LH) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Jan-30-25 10:01AM	Labcorp (LH) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-29-25 09:51AM	Jim Cramer on Labcorp Holdings Inc. (LH): The Problem Is Its Healthcare And People Do Not Like The Healthcare Stocks (Insider Monkey)
Jan-10-25 04:15PM	Labcorp to Speak at the 43rd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Jan-09-25 12:10PM	Why Labcorp (LH) is Poised to Beat Earnings Estimates Again (Zacks)
Jan-08-25 06:02PM	LABCORP DECLARES QUARTERLY DIVIDEND (PR Newswire)
04:15PM	Labcorp to Announce Fourth Quarter Financial Results on February 6, 2025 (PR Newswire)
08:15AM	Geneoscopy Closes $105M in Series C Funding Round to Power Next-Generation of Gastrointestinal Diagnostic Tests (Business Wire)
Jan-03-25 09:40AM	Is Labcorp (LH) Stock Undervalued Right Now? (Zacks)

Labcorp Holdings, Inc. provides laboratory services to help doctors, hospitals, pharmaceutical companies, researchers and patients make clear and confident decisions. The company was founded on April 16, 2024 and is headquartered in Burlington, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ANDERSON KERRII B	Director	Jun 11 '25	Sale	260.00	500	130,000	12,666	Jun 12 10:07 AM
KERRII ANDERSON	Director	Jun 11 '25	Proposed Sale	259.37	1,000	259,370		Jun 11 04:29 PM
Caveney Brian J	EVP, Pres of ED, CMO & CSO	Jun 03 '25	Sale	247.00	2,000	494,000	30,067	Jun 05 08:19 AM
Caveney Brian J	Officer	Jun 03 '25	Proposed Sale	247.00	2,000	494,000		Jun 03 11:55 AM
EISENBERG GLENN A	Officer	May 13 '25	Proposed Sale	250.42	15,000	3,756,242		May 13 02:59 PM
Schechter Adam H	President & CEO	May 12 '25	Sale	248.73	6,105	1,518,497	98,962	May 13 10:01 AM
Schechter Adam H	Officer	May 12 '25	Proposed Sale	248.73	6,105	1,518,497		May 12 09:43 AM
van der Vaart Sandra D	EVP, Chief Legal Officer	May 01 '25	Sale	238.36	1,900	452,884	2,244	May 05 12:45 PM
Wilkinson Peter J	SVP, Chief Accounting Officer	May 01 '25	Sale	242.26	829	200,838	2,054	May 05 12:45 PM
van der Vaart Sandra D	Officer	May 01 '25	Proposed Sale	238.36	1,900	452,884		May 01 11:07 AM
Summy Amy B.	EVP, Chief Marketing Officer	Mar 28 '25	Sale	231.67	758	175,606	5,302	Mar 31 10:47 AM
Schroeder Mark S	EVP, Pres Diagnostics & COO	Mar 28 '25	Sale	231.67	2,635	610,450	4,960	Mar 31 10:39 AM
Schroeder Mark S	Officer	Mar 28 '25	Proposed Sale	231.67	2,635	610,450		Mar 28 11:27 AM
Summy Amy B.	Officer	Mar 28 '25	Proposed Sale	231.67	758	175,606		Mar 28 11:02 AM
ANDERSON KERRII B	Director	Mar 05 '25	Sale	255.63	500	127,817	13,166	Mar 07 08:16 AM
KERRII B ANDERSON	Director	Mar 05 '25	Proposed Sale	255.63	500	127,817		Mar 05 04:08 PM
Schroeder Mark S	EVP, Pres Diagnostics & COO	Feb 28 '25	Option Exercise	131.43	3,903	512,971	10,299	Mar 04 08:41 AM
Schroeder Mark S	EVP, Pres Diagnostics & COO	Feb 28 '25	Sale	249.23	5,339	1,330,639	4,960	Mar 04 08:41 AM
Schroeder Mark S	Officer	Feb 28 '25	Proposed Sale	249.23	5,339	1,330,639		Feb 28 10:15 AM
van der Vaart Sandra D	EVP, Chief Legal Officer	Feb 25 '25	Sale	251.30	1,314	330,208	2,171	Feb 27 10:07 AM
Summy Amy B.	EVP, Chief Marketing Officer	Feb 24 '25	Sale	250.40	226	56,590	4,544	Feb 26 09:03 AM
van der Vaart Sandra D	Officer	Feb 25 '25	Proposed Sale	251.30	1,314	330,208		Feb 25 10:15 AM
Summy Amy B.	Officer	Feb 24 '25	Proposed Sale	250.40	226	56,590		Feb 24 10:13 AM
Wilkinson Peter J	SVP, Chief Accounting Officer	Feb 18 '25	Option Exercise	163.63	1,413	231,209	3,406	Feb 20 03:24 PM
Wilkinson Peter J	SVP, Chief Accounting Officer	Feb 18 '25	Sale	246.10	1,413	347,739	1,993	Feb 20 03:24 PM
Schechter Adam H	President & CEO	Feb 11 '25	Sale	244.62	6,121	1,497,319	86,445	Feb 13 11:49 AM
Schechter Adam H	Officer	Feb 11 '25	Proposed Sale	244.62	6,121	1,497,319		Feb 11 09:40 AM
ANDERSON KERRII B	Director	Jan 07 '25	Sale	235.00	1,000	235,000	12,722	Jan 08 11:15 AM
KERRII B ANDERSON	Director	Jan 07 '25	Proposed Sale	229.92	1,000	229,920		Jan 07 04:18 PM
EISENBERG GLENN A	Executive Vice President	Dec 02 '24	Option Exercise	212.21	11,711	2,485,154	43,000	Dec 04 09:59 AM
EISENBERG GLENN A	Executive Vice President	Dec 02 '24	Sale	240.43	11,711	2,815,651	31,289	Dec 04 09:59 AM
Gilliland Dwight Gary	Director	Dec 02 '24	Sale	241.00	1,000	241,000	7,712	Dec 04 09:55 AM
EISENBERG GLENN A	Officer	Dec 02 '24	Proposed Sale	240.43	11,711	2,815,651		Dec 02 04:15 PM
Gilliland Dwight Gary	Director	Dec 02 '24	Proposed Sale	241.00	1,000	241,000		Dec 02 03:36 PM
Summy Amy B.	EVP, Chief Marketing Officer	Nov 22 '24	Option Exercise	168.52	4,015	676,608	7,990	Nov 26 11:06 AM
Summy Amy B.	EVP, Chief Marketing Officer	Nov 22 '24	Sale	238.91	3,672	877,142	4,318	Nov 26 11:06 AM
van der Vaart Sandra D	EVP, Chief Legal Officer	Nov 21 '24	Sale	239.42	1,000	239,419	2,670	Nov 25 08:14 AM
Summy Amy B.	Officer	Nov 22 '24	Proposed Sale	238.87	3,672	877,142		Nov 22 04:56 PM
van der Vaart Sandra D	Officer	Nov 21 '24	Proposed Sale	239.42	1,000	239,419		Nov 21 03:20 PM
Schechter Adam H	President & CEO	Nov 11 '24	Sale	243.47	6,189	1,506,836	87,441	Nov 13 08:16 AM
Schechter Adam H	Officer	Nov 11 '24	Proposed Sale	243.47	6,189	1,506,836		Nov 12 08:44 AM
ANDERSON KERRII B	Director	Oct 24 '24	Sale	230.00	1,000	230,000	13,722	Oct 25 09:26 AM
KERRII B ANDERSON	Director	Oct 24 '24	Proposed Sale	219.90	1,000	219,900		Oct 24 04:21 PM
DiVincenzo Jonathan P.	Officer	Sep 03 '24	Proposed Sale	229.66	5,460	1,253,956		Sep 03 02:23 PM
van der Vaart Sandra D	EVP, Chief Legal Officer	Aug 19 '24	Sale	227.05	2,000	454,100	3,670	Aug 21 09:08 AM
van der Vaart Sandra D	Officer	Aug 19 '24	Proposed Sale	227.05	2,000	454,100		Aug 19 11:44 AM
EISENBERG GLENN A	Chief Financial Officer, EVP	Aug 15 '24	Sale	223.99	15,000	3,359,825	31,289	Aug 19 10:22 AM
EISENBERG GLENN A	Officer	Aug 15 '24	Proposed Sale	223.99	15,000	3,359,825		Aug 15 06:02 PM
ANDERSON KERRII B	Director	Aug 08 '24	Sale	225.00	586	131,850	14,722	Aug 09 10:16 AM
ANDERSON KERRII B	Director	Aug 07 '24	Sale	225.00	414	93,150	15,308	Aug 09 10:16 AM
KERRII B ANDERSON	Director	Aug 07 '24	Proposed Sale	225.87	1,000	225,870		Aug 07 04:12 PM
BERBERIAN LANCE	EVP, CIO & CTO	Aug 05 '24	Sale	229.10	12,093	2,770,552	15,921	Aug 07 08:47 AM
BERBERIAN LANCE	Officer	Aug 05 '24	Proposed Sale	229.10	12,093	2,770,554		Aug 05 05:13 PM

Peers: SNOW DDOG NOW NET OKTA MDB TEAM ZS APPN FROG

| Held by: IJH VTI VB VXF VBK VGT MDY BOTZ IWP IJK

Index	-	P/E	34.60	EPS (ttm)	1.60	Insider Own	1.31%	Shs Outstand	299.81M	Perf Week	1.17%
Market Cap	16.54B	Forward P/E	30.68	EPS next Y	1.80	Insider Trans	-5.91%	Shs Float	295.74M	Perf Month	2.47%
Enterprise Value	15.51B	PEG	2.34	EPS next Q	0.38	Inst Own	97.55%	Short Float	2.06%	Perf Quarter	14.02%
Income	483.68M	P/S	9.74	EPS this Y	13.95%	Inst Trans	1.73%	Short Ratio	2.02	Perf Half Y	0.25%
Sales	1.70B	P/B	6.32	EPS next Y	13.61%	ROA	12.81%	Short Interest	6.10M	Perf YTD	1.58%
Book/sh	8.74	P/C	14.86	EPS next 5Y	14.77%	ROE	20.86%	52W High	63.00 -12.37%	Perf Year	26.19%
Cash/sh	3.71	P/FCF	38.18	EPS past 3/5Y	106.74% -	ROIC	18.03%	52W Low	39.30 40.48%	Perf 3Y	32.08%
Dividend Est.	-	EV/EBITDA	68.16	Sales past 3/5Y	22.26% 25.49%	Gross Margin	80.35%	Volatility	1.89% 2.18%	Perf 5Y	29.42%
Dividend TTM	-	EV/Sales	9.13	EPS Y/Y TTM	208.06%	Oper. Margin	10.56%	ATR (14)	1.25	Perf 10Y	-
Dividend Ex-Date	Apr 29, 2010	Quick Ratio	1.32	Sales Y/Y TTM	18.75%	Profit Margin	28.47%	RSI (14)	58.39	Recom	1.67
Dividend Gr. 3/5Y	- -	Current Ratio	1.32	EPS Q/Q	2.38%	SMA20	1.13%	Beta	0.91	Target Price	63.24
Payout	0.00%	Debt/Eq	0.03	Sales Q/Q	16.89%	SMA50	7.12%	Rel Volume	0.87	Prev Close	54.89
Employees	5200	LT Debt/Eq	0.02	Earnings	May 14 BMO	SMA200	4.12%	Avg Volume	3.02M	Price	55.21
IPO	Aug 01, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	9.02% 2.39%	Trades		Volume	2,628,428	Change	0.58%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-10-25	Initiated	KeyBanc Capital Markets	Overweight	$69
Mar-17-25	Reiterated	BMO Capital Markets	Outperform	$70 → $60
Jan-17-25	Initiated	Cantor Fitzgerald	Neutral	$58
Jan-06-25	Downgrade	Guggenheim	Buy → Neutral
Nov-27-24	Initiated	UBS	Neutral	$58
Nov-08-24	Reiterated	BMO Capital Markets	Outperform	$53 → $61
Oct-17-24	Resumed	Wedbush	Outperform	$55 → $67
Oct-08-24	Initiated	Exane BNP Paribas	Neutral	$52
Oct-07-24	Upgrade	Barclays	Equal Weight → Overweight	$52 → $64
Jun-27-24	Initiated	Piper Sandler	Neutral	$50
Apr-18-24	Upgrade	Cleveland Research	Neutral → Buy
Apr-01-24	Downgrade	Needham	Buy → Hold
Mar-18-24	Initiated	Wolfe Research	Outperform	$60
Feb-21-24	Initiated	CapitalOne	Overweight	$64
Feb-13-24	Initiated	Morgan Stanley	Equal-Weight	$60
Dec-05-23	Initiated	Scotiabank	Sector Outperform	$62
Oct-23-23	Initiated	Guggenheim	Buy	$58
Oct-12-23	Upgrade	DA Davidson	Neutral → Buy	$50 → $65
Aug-18-23	Initiated	TD Cowen	Outperform	$57
Jun-06-23	Initiated	DA Davidson	Neutral	$50

Show Previous Ratings

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Jun-03-25 12:00PM	Dynatrace (DT) is a Great Momentum Stock: Should You Buy? (Zacks)
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May-29-25 12:20PM	Surging Earnings Estimates Signal Upside for Dynatrace (DT) Stock (Zacks)
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May-16-25 11:40AM	TASK vs. DT: Which Stock Should Value Investors Buy Now? (Zacks)
May-15-25 09:42AM	Company News for May 15, 2025 (Zacks)
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09:30AM	Dynatrace (DT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
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May-09-25 09:15AM	Curious about Dynatrace (DT) Q4 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
May-08-25 06:15PM	Eventbrite (EB) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
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May-07-25 08:00AM	Datadog Q1: AI Swing Trade Time (Rating Downgrade) (Seeking Alpha)
May-05-25 06:15PM	Dynatrace (DT) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Apr-30-25 11:40AM	TASK or DT: Which Is the Better Value Stock Right Now? (Zacks)
08:00AM	Dynatrace to Report Fourth Quarter and Full Year Fiscal 2025 Financial Results (Business Wire)
Apr-29-25 06:15PM	Dynatrace (DT) Rises Higher Than Market: Key Facts (Zacks)
Apr-23-25 09:04AM	1 of Wall Street's Favorite Stock Worth Investigating and 2 to Brush Off (StockStory)
07:05AM	Vertiv Holdings Co. (VRT) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-22-25 06:15PM	Dynatrace (DT) Advances But Underperforms Market: Key Facts (Zacks)
08:00AM	Dynatrace Announces Chief Customer Officer Transition (Business Wire)
Apr-15-25 11:15AM	Dynatrace Named a Leader in AIOps in Report by a Leading Independent Research Firm (Business Wire)
Apr-13-25 12:56PM	Dynatrace: Fending Off Lock-In From Large Cloud Providers (Seeking Alpha)
Apr-10-25 09:03AM	1 Growth Stock to Stash and 2 to Keep Off Your Radar (StockStory)
Apr-09-25 08:00AM	Dynatrace Announces Early Access for Joint Google Cloud Customers to Capabilities Enabling Real-time, Actionable Intelligence from Data (Business Wire) +9.34%
Apr-08-25 06:15PM	Dynatrace (DT) Stock Moves -1.2%: What You Should Know (Zacks)
11:40AM	DXC vs. DT: Which Stock Should Value Investors Buy Now? (Zacks)
Apr-07-25 01:52PM	Dynatrace, Inc. (DT) Partners with AWS to Drive Observability for Generative AI Applications (Insider Monkey)
Apr-01-25 12:55PM	AWS Just Supercharged This AI Stock--And Wall Street Should Pay Attention (GuruFocus.com)
08:00AM	Dynatrace Signs New Strategic Collaboration Agreement with AWS to Optimize the Digital Enterprise (Business Wire)
Mar-28-25 06:15PM	Dynatrace (DT) Stock Moves -1.22%: What You Should Know (Zacks)
Mar-24-25 04:38PM	Time To Update My Top Choices For Growth Exposure For Changing Agentic AI (SeekingAlpha)
Mar-21-25 09:01AM	2 Mid-Cap Stocks with Solid Fundamentals and 1 to Turn Down (StockStory)
Mar-19-25 08:00AM	Dynatrace Named a Leader in the 2025 GigaOm Radar Report for Cloud Observability (Business Wire)
Mar-13-25 09:30AM	Is Dynatrace (DT) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Mar-11-25 05:07AM	Dynatrace (DT): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
Mar-10-25 07:15PM	Analyst Report: Dynatrace, Inc. (Morningstar Research) -6.74%
Mar-06-25 04:55PM	Interview: Dynatraces Martin Bradbury on UK banks unplanned tech systems outages (Retail Banker International)
09:20AM	Edge Delta Announces Integration with Dynatrace for Optimized Observability and Cost Efficiency (PR Newswire)
08:00AM	Dynatrace Cost & Carbon Optimization App Receives SDIA Certification (Business Wire)
Mar-03-25 08:03PM	Dynatrace, Inc. (DT) Unveils AI-Powered Log Analytics to Enhance Security and Efficiency (Insider Monkey)
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08:00AM	Dynatrace Introduces New AI-powered Log Analytics Capabilities (Business Wire)
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Feb-19-25 08:00AM	Dynatrace to Present at Upcoming Investor Conference (Business Wire)
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Feb-08-25 03:45AM	Bank of America Reaffirms Buy on Dynatrace, Inc. (DT) with $70 Target, Citing Strong Market Position (Insider Monkey)
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Feb-01-25 04:11PM	Dynatrace, Inc. (DT): This AI Stock Is On Analysts Radars Right Now (Insider Monkey)
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02:32AM	Dynatrace Inc (DT) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and AI-Driven Demand (GuruFocus.com)
12:46AM	Q3 2025 Dynatrace Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-30-25 04:27PM	Dynatrace (DT) Is Dominating AI Observability (Insider Monkey)
04:21PM	Analyst Report: Dynatrace, Inc. (Morningstar Research)
12:35PM	Dynatrace Earnings Top Estimates. A Strong Dollar Weighs On Guidance. (Investor's Business Daily)
11:30AM	Dynatrace (DT) Q3 2025 Earnings Call Transcript (Motley Fool)
09:30AM	Dynatrace (DT) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
07:45AM	Dynatrace (DT) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
06:43AM	Dynatrace: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:42AM	Dynatraces (NYSE:DT) Q4: Beats On Revenue, Provides Encouraging Quarterly Revenue Guidance (StockStory)
06:30AM	Dynatrace Reports Third Quarter Fiscal Year 2025 Financial Results (Business Wire)
Jan-29-25 08:03AM	Dynatrace (DT) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Jan-28-25 08:00AM	Dynatrace Advances AI Observability to Support Generative AI Initiatives (Business Wire)
Jan-24-25 08:00AM	Dynatrace Recognized as a Customers' Choice in the 2024 Gartner Peer Insights Voice of the Customer for Observability Platforms Report (Business Wire)
Jan-22-25 08:18AM	Dynatrace to Relocate Corporate Headquarters to Boston (Business Wire)

Dynatrace, Inc. engages in the business of developing software intelligence platforms which are purpose-built for the enterprise cloud. The firm also focuses on cloud ecosystem integration, incident and alert management integration, DevOps CI/CD integration, and user experience and business intelligence insights. The company was founded by Bernd Greifeneder in 2005 and is headquartered in Waltham, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Greifeneder Bernd	EVP, Chief Technology Officer	Jun 16 '25	Sale	53.46	232	12,403	897	Jun 17 04:13 PM
Benson James M	EVP, CFO and Treasurer	Jun 11 '25	Sale	54.75	59,661	3,266,559	64,784	Jun 12 04:19 PM
JAMES M BENSON	Officer	Jun 11 '25	Proposed Sale	54.75	59,661	3,266,559		Jun 11 05:05 PM
Zugelder Dan	EVP, Chief Revenue Officer	Jun 09 '25	Sale	54.52	15,824	862,782	17,242	Jun 10 04:51 PM
Greifeneder Bernd	EVP, Chief Technology Officer	Jun 05 '25	Sale	54.94	26	1,428	471	Jun 09 07:36 PM
DANIEL J ZUGELDER	Officer	Jun 09 '25	Proposed Sale	54.52	15,824	862,781		Jun 09 04:05 PM
MCCONNELL RICK M	Chief Executive Officer	May 20 '25	Sale	53.10	40,000	2,124,160	436,561	May 22 04:19 PM
MCCONNELL RICK M	Officer	May 20 '25	Proposed Sale	53.03	40,000	2,121,200		May 20 10:51 AM
Zugelder Dan	EVP, Chief Revenue Officer	May 12 '25	Sale	50.00	6,793	339,650	177,384	May 13 04:46 PM
DANIEL J ZUGELDER	Officer	May 12 '25	Proposed Sale	50.00	6,793	339,650		May 12 04:03 PM
Zugelder Dan	EVP, Chief Revenue Officer	Mar 07 '25	Sale	53.25	6,794	361,776	184,177	Mar 07 04:31 PM
Greifeneder Bernd	EVP, Chief Technology Officer	Mar 05 '25	Sale	55.01	26	1,430	2,100	Mar 07 04:31 PM
DANIEL J ZUGELDER	Officer	Mar 07 '25	Proposed Sale	53.25	6,794	361,776		Mar 07 04:07 PM
MCCONNELL RICK M	Chief Executive Officer	Feb 20 '25	Sale	60.45	40,000	2,418,085	506,720	Feb 21 05:23 PM
MCCONNELL RICK M	Chief Executive Officer	Feb 14 '25	Sale	61.42	40,000	2,456,833	548,684	Feb 18 06:21 PM
MCCONNELL RICK M	Officer	Feb 14 '25	Proposed Sale	62.40	80,000	4,992,000		Feb 14 10:25 AM
Benson James M	EVP, CFO and Treasurer	Feb 12 '25	Sale	61.05	34,932	2,132,654	339,004	Feb 13 09:01 AM
Benson James M	Officer	Feb 12 '25	Proposed Sale	61.05	34,932	2,132,656		Feb 12 05:24 PM
LIFSHATZ STEPHEN J	Director	Feb 10 '25	Sale	60.88	2,500	152,207	36,471	Feb 11 05:11 PM
LIFSHATZ STEPHEN J	Director	Feb 10 '25	Proposed Sale	60.37	2,500	150,925		Feb 10 04:13 PM
Greifeneder Bernd	EVP, Chief Technology Officer	Dec 06 '24	Sale	58.65	27	1,584	2,126	Dec 09 05:31 PM
Zugelder Dan	EVP, Chief Revenue Officer	Dec 06 '24	Sale	58.68	11,021	646,750	197,690	Dec 09 05:30 PM
Greifeneder Bernd	EVP, Chief Technology Officer	Dec 04 '24	Sale	57.83	50,000	2,891,500	1,007,038	Dec 06 04:08 PM
DANIEL J ZUGELDER	Officer	Dec 06 '24	Proposed Sale	58.68	11,021	646,750		Dec 06 04:00 PM
Dollentz-Scharer Matthias	EVP, Chief Customer Officer	Nov 25 '24	Option Exercise	30.46	45,987	1,400,814	146,374	Nov 26 05:18 PM
Dollentz-Scharer Matthias	EVP, Chief Customer Officer	Nov 25 '24	Sale	55.31	65,987	3,649,589	100,387	Nov 26 05:18 PM
MCCONNELL RICK M	Chief Executive Officer	Nov 11 '24	Sale	53.28	30,000	1,598,466	620,587	Nov 12 05:08 PM
LIFSHATZ STEPHEN J	Director	Nov 05 '24	Sale	55.00	2,500	137,500	38,971	Nov 06 04:37 PM
LIFSHATZ STEPHEN J	Director	Nov 05 '24	Proposed Sale	55.00	2,500	137,500		Nov 05 04:21 PM
LIFSHATZ STEPHEN J	Director	Oct 11 '24	Sale	55.00	5,000	275,000	41,471	Oct 15 04:23 PM
LIFSHATZ STEPHEN J	Director	Oct 11 '24	Proposed Sale	55.00	5,000	275,000		Oct 11 04:07 PM
MCCONNELL RICK M	Chief Executive Officer	Sep 16 '24	Sale	51.50	50,000	2,575,105	650,587	Sep 17 05:01 PM
MCCONNELL RICK M	Officer	Sep 16 '24	Proposed Sale	50.92	80,000	4,073,600		Sep 16 10:11 AM
KENNETH VIRNIG II	Director	Sep 10 '24	Proposed Sale	50.62	25,700	1,300,818		Sep 10 04:12 PM
Zugelder Dan	EVP, Chief Revenue Officer	Sep 06 '24	Sale	49.71	11,022	547,860	217,465	Sep 09 05:39 PM
Greifeneder Bernd	EVP, Chief Technology Officer	Sep 06 '24	Sale	49.48	26	1,287	1,970	Sep 09 05:38 PM
DANIEL J ZUGELDER	Officer	Sep 06 '24	Proposed Sale	49.71	11,022	547,858		Sep 06 04:03 PM
Dollentz-Scharer Matthias	Officer	Sep 03 '24	Proposed Sale	52.00	71,045	3,694,340		Sep 03 04:37 PM
Zugelder Dan	EVP, Chief Revenue Officer	Jul 15 '24	Sale	44.22	15,404	681,137	237,772	Jul 16 04:49 PM

RBLX Roblox Corporation daily Stock Chart

Peers: MSFT AAPL AMZN EA GOOGL DIS SONY TTWO U

| Held by: VTI VO VXF VUG ARKK VOT IWP IWF IWR FDN

Index	-	P/E	-	EPS (ttm)	-1.34	Insider Own	14.44%	Shs Outstand	629.46M	Perf Week	1.65%
Market Cap	71.36B	Forward P/E	-	EPS next Y	-1.16	Insider Trans	-10.07%	Shs Float	580.40M	Perf Month	24.07%
Enterprise Value	70.40B	PEG	-	EPS next Q	-0.37	Inst Own	71.34%	Short Float	3.72%	Perf Quarter	78.09%
Income	-879.84M	P/S	18.60	EPS this Y	3.69%	Inst Trans	4.92%	Short Ratio	2.57	Perf Half Y	76.63%
Sales	3.84B	P/B	229.49	EPS next Y	16.14%	ROA	-12.78%	Short Interest	21.60M	Perf YTD	81.82%
Book/sh	0.46	P/C	26.00	EPS next 5Y	16.63%	ROE	-460.30%	52W High	105.87 -0.63%	Perf Year	185.02%
Cash/sh	4.05	P/FCF	81.37	EPS past 3/5Y	-19.85% -61.92%	ROIC	-44.34%	52W Low	35.30 198.02%	Perf 3Y	205.10%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	23.35% 47.93%	Gross Margin	27.54%	Volatility	2.58% 2.75%	Perf 5Y	-
Dividend TTM	-	EV/Sales	18.35	EPS Y/Y TTM	27.61%	Oper. Margin	-26.48%	ATR (14)	2.73	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.85	Sales Y/Y TTM	30.24%	Profit Margin	-22.94%	RSI (14)	77.71	Recom	1.94
Dividend Gr. 3/5Y	- -	Current Ratio	0.85	EPS Q/Q	24.85%	SMA20	6.82%	Beta	1.61	Target Price	84.27
Payout	-	Debt/Eq	5.81	Sales Q/Q	29.19%	SMA50	25.62%	Rel Volume	1.06	Prev Close	105.59
Employees	2474	LT Debt/Eq	5.39	Earnings	May 01 BMO	SMA200	68.30%	Avg Volume	8.40M	Price	105.20
IPO	Mar 10, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	19.01% 5.40%	Trades		Volume	8,940,453	Change	-0.37%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-10-25	Upgrade	Oppenheimer	Perform → Outperform	$70
Mar-28-25	Initiated	FBN Securities	Sector Perform	$65
Feb-07-25	Downgrade	MoffettNathanson	Neutral → Sell	$34
Dec-12-24	Initiated	HSBC Securities	Buy	$63
Nov-04-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$38 → $65
Sep-09-24	Reiterated	BTIG Research	Buy	$47 → $51
Jul-16-24	Initiated	Wolfe Research	Peer Perform
Jul-11-24	Resumed	Jefferies	Hold	$51 → $42
Jun-14-24	Initiated	Macquarie	Outperform	$46
May-10-24	Upgrade	MoffettNathanson	Sell → Neutral	$26
Apr-23-24	Upgrade	JP Morgan	Neutral → Overweight	$41 → $48
Feb-08-24	Upgrade	Goldman	Sell → Neutral	$35 → $48
Feb-08-24	Upgrade	Barclays	Underweight → Equal Weight	$26 → $46
Feb-08-24	Reiterated	Needham	Buy	$51 → $55
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$55
Dec-13-23	Initiated	Wells Fargo	Overweight	$49
Nov-17-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Oct-27-23	Upgrade	Truist	Hold → Buy	$35 → $37
Oct-27-23	Initiated	Raymond James	Strong Buy	$41
Oct-09-23	Resumed	Barclays	Underweight	$26

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Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Baszucki David	President & CEO	Jun 26 '25	Option Exercise	3.40	139,507	475,021	351,066	Jun 30 06:01 PM
Baszucki David	President & CEO	Jun 26 '25	Sale	105.19	139,507	14,674,783	211,559	Jun 30 06:01 PM
Baszucki David	President & CEO	Jun 26 '25	Sale	105.19	27,901	2,934,915	875	Jun 30 06:01 PM
Baszucki David	President & CEO	Jun 24 '25	Option Exercise	3.40	192,617	655,861	404,176	Jun 26 05:15 PM
Baszucki David	President & CEO	Jun 25 '25	Option Exercise	3.40	47,928	163,195	259,487	Jun 26 05:15 PM
Baszucki David	President & CEO	Jun 24 '25	Sale	105.13	192,617	20,250,114	211,559	Jun 26 05:15 PM
Baszucki David	President & CEO	Jun 25 '25	Sale	105.14	47,928	5,039,030	211,559	Jun 26 05:15 PM
Baszucki David	President & CEO	Jun 24 '25	Sale	105.13	38,523	4,049,981	875	Jun 26 05:15 PM
Baszucki David	President & CEO	Jun 25 '25	Sale	105.14	9,586	1,007,848	875	Jun 26 05:15 PM
DAVID BRENT BASZUCKI	Director	Jun 26 '25	Proposed Sale	102.84	139,507	14,346,900		Jun 26 04:26 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 26 '25	Proposed Sale	102.84	27,901	2,869,339		Jun 26 04:25 PM
DAVID BRENT BASZUCKI	Director	Jun 25 '25	Proposed Sale	104.78	47,928	5,021,896		Jun 25 04:32 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 25 '25	Proposed Sale	104.78	9,586	1,004,421		Jun 25 04:31 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 24 '25	Proposed Sale	103.49	38,523	3,986,745		Jun 24 04:28 PM
DAVID BRENT BASZUCKI	Director	Jun 24 '25	Proposed Sale	103.49	192,617	19,933,933		Jun 24 04:27 PM
Kaufman Matthew D	Chief Safety Officer	Jun 20 '25	Sale	103.35	6,000	620,100	319,223	Jun 24 04:07 PM
Baszucki David	President & CEO	Jun 17 '25	Option Exercise	3.40	454,963	1,549,149	666,522	Jun 20 04:28 PM
Baszucki David	President & CEO	Jun 17 '25	Sale	100.61	454,963	45,772,645	211,559	Jun 20 04:28 PM
Baszucki David	President & CEO	Jun 17 '25	Sale	100.61	173,711	17,476,612	875	Jun 20 04:28 PM
Kaufman Matthew D	Officer	Jun 20 '25	Proposed Sale	103.35	6,000	620,100		Jun 20 04:18 PM
Baszucki David	President & CEO	Jun 16 '25	Option Exercise	3.40	232,537	791,788	444,096	Jun 18 04:29 PM
Baszucki David	President & CEO	Jun 16 '25	Sale	100.50	232,537	23,369,806	211,559	Jun 18 04:29 PM
Baszucki David	President & CEO	Jun 16 '25	Sale	100.50	88,787	8,923,031	875	Jun 18 04:29 PM
Carvalho Christopher	Director	Jun 16 '25	Option Exercise	0.06	64,925	4,090	1,051,838	Jun 18 04:27 PM
Carvalho Christopher	Director	Jun 16 '25	Sale	100.08	64,925	6,497,739	986,913	Jun 18 04:27 PM
Reinstra Mark	Chief Legal Off. & Corp. Sec.	Jun 16 '25	Option Exercise	3.40	150,000	510,750	539,489	Jun 18 04:26 PM
Reinstra Mark	Chief Legal Off. & Corp. Sec.	Jun 16 '25	Sale	99.75	150,000	14,962,365	389,489	Jun 18 04:26 PM
Bronstein Manuel	Chief Product Officer	Jun 16 '25	Sale	100.00	2,844	284,400	465,642	Jun 18 04:14 PM
DAVID BRENT BASZUCKI	Director	Jun 17 '25	Proposed Sale	100.44	454,963	45,696,484		Jun 17 04:22 PM
2020 JAN BASZUCKI GIFT TRUSTU/	Director	Jun 17 '25	Proposed Sale	100.44	82,719	8,308,296		Jun 17 04:22 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 17 '25	Proposed Sale	100.44	90,992	9,139,236		Jun 17 04:22 PM
DAVID BRENT BASZUCKI	Director	Jun 16 '25	Proposed Sale	97.17	232,537	22,595,620		Jun 16 04:36 PM
2020 JAN BASZUCKI GIFT TRUSTU/	Director	Jun 16 '25	Proposed Sale	97.17	42,279	4,108,250		Jun 16 04:36 PM
MARK REINSTRA	Officer	Jun 16 '25	Proposed Sale	97.17	150,000	14,575,500		Jun 16 04:21 PM
MANUEL BRONSTEIN	Officer	Jun 16 '25	Proposed Sale	97.17	2,844	276,351		Jun 16 04:21 PM
CHRISTOPHER CARVALHO	Director	Jun 16 '25	Proposed Sale	97.17	64,925	6,308,762		Jun 16 04:20 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 16 '25	Proposed Sale	97.17	46,508	4,519,182		Jun 16 04:20 PM
Baszucki David	President & CEO	Jun 11 '25	Option Exercise	3.40	60,047	204,460	271,606	Jun 13 04:26 PM
Baszucki David	President & CEO	Jun 11 '25	Sale	95.97	60,047	5,762,867	211,559	Jun 13 04:26 PM
Baszucki David	President & CEO	Jun 11 '25	Sale	95.97	22,926	2,200,268	875	Jun 13 04:26 PM
DAVID BRENT BASZUCKI	Director	Jun 11 '25	Proposed Sale	93.72	60,047	5,627,605		Jun 11 04:27 PM
2020 JAN BASZUCKI GIFT TRUSTU/	Director	Jun 11 '25	Proposed Sale	93.72	10,917	1,023,141		Jun 11 04:27 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 11 '25	Proposed Sale	93.72	12,009	1,125,483		Jun 11 04:27 PM
Kaufman Matthew D	Chief Safety Officer	Jun 05 '25	Sale	91.69	6,000	550,118	325,223	Jun 09 05:20 PM
Guthrie Michael	Chief Financial Officer	Jun 05 '25	Option Exercise	0.53	50,000	26,500	542,266	Jun 09 05:12 PM
Guthrie Michael	Chief Financial Officer	Jun 05 '25	Sale	91.55	50,000	4,577,260	492,266	Jun 09 05:12 PM
Baszucki David	President & CEO	Jun 05 '25	Option Exercise	3.40	687,500	2,340,938	899,059	Jun 09 05:04 PM
Baszucki David	President & CEO	Jun 06 '25	Option Exercise	3.40	627,453	2,136,477	839,012	Jun 09 05:04 PM
Baszucki David	President & CEO	Jun 05 '25	Sale	92.26	687,500	63,429,575	211,559	Jun 09 05:04 PM
Baszucki David	President & CEO	Jun 06 '25	Sale	96.04	627,453	60,263,598	211,559	Jun 09 05:04 PM
Baszucki David	President & CEO	Jun 05 '25	Sale	92.26	262,498	24,218,380	875	Jun 09 05:04 PM
Baszucki David	President & CEO	Jun 06 '25	Sale	96.04	239,572	23,009,645	875	Jun 09 05:04 PM
2020 JAN BASZUCKI GIFT TRUSTU/	Director	Jun 06 '25	Proposed Sale	94.20	114,081	10,746,430		Jun 06 04:28 PM
DAVID BRENT BASZUCKI	Director	Jun 06 '25	Proposed Sale	94.20	627,453	59,106,073		Jun 06 04:28 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 06 '25	Proposed Sale	94.20	125,491	11,821,252		Jun 06 04:28 PM
Michael Guthrie	Officer	Jun 05 '25	Proposed Sale	94.20	50,000	4,710,000		Jun 05 05:42 PM
Bronstein Manuel	Chief Product Officer	Jun 03 '25	Sale	90.20	26,798	2,417,180	468,486	Jun 05 05:12 PM
2020 JAN BASZUCKI GIFT TRUSTU/	Director	Jun 05 '25	Proposed Sale	91.07	124,998	11,383,568		Jun 05 05:08 PM
DAVID BRENT BASZUCKI	Director	Jun 05 '25	Proposed Sale	91.07	687,500	62,610,625		Jun 05 05:07 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 05 '25	Proposed Sale	91.07	137,500	12,522,125		Jun 05 05:07 PM
Kaufman Matthew D	Officer	Jun 05 '25	Proposed Sale	91.69	6,000	550,118		Jun 05 04:46 PM
Baszucki David	President & CEO	Jun 02 '25	Option Exercise	3.35	687,500	2,303,134	899,059	Jun 04 04:43 PM
Baszucki David	President & CEO	Jun 02 '25	Sale	87.97	687,500	60,480,025	211,559	Jun 04 04:43 PM
Baszucki David	President & CEO	Jun 02 '25	Sale	87.97	262,498	23,092,196	875	Jun 04 04:43 PM
Carvalho Christopher	Director	Jun 02 '25	Option Exercise	0.06	12,985	818	999,898	Jun 04 04:40 PM
Carvalho Christopher	Director	Jun 02 '25	Sale	89.25	12,985	1,158,948	986,913	Jun 04 04:40 PM
Bronstein Manuel	Chief Product Officer	Jun 02 '25	Sale	90.00	24,335	2,190,150	495,284	Jun 04 04:39 PM
Lee Anthony P	Director	Jun 02 '25	Sale	87.89	66,000	5,800,849	289,108	Jun 03 06:06 PM
MANUEL BRONSTEIN	Officer	Jun 03 '25	Proposed Sale	89.95	26,798	2,410,480		Jun 03 04:26 PM
2020 JAN BASZUCKI GIFT TRUSTU/	Director	Jun 02 '25	Proposed Sale	86.98	124,998	10,872,326		Jun 02 04:38 PM
THE BASZUCKI FAMILY FOUNDATION	Director	Jun 02 '25	Proposed Sale	86.98	137,500	11,959,750		Jun 02 04:38 PM
DAVID BRENT BASZUCKI	Director	Jun 02 '25	Proposed Sale	86.98	687,500	59,798,750		Jun 02 04:38 PM
CHRISTOPHER CARVALHO	Director	Jun 02 '25	Proposed Sale	86.98	12,985	1,129,435		Jun 02 04:28 PM
MANUEL BRONSTEIN	Officer	Jun 02 '25	Proposed Sale	86.98	24,335	2,116,658		Jun 02 04:22 PM
Rawlings Amy Marie	Chief Accounting Officer	May 29 '25	Sale	84.87	23,528	1,996,880	50,403	Jun 02 04:02 PM
Lee Anthony P	Director	Jun 02 '25	Proposed Sale	87.94	66,000	5,803,928		Jun 02 10:23 AM
Reinstra Mark	Chief Legal Off. & Corp. Sec.	May 27 '25	Option Exercise	3.40	50,000	170,250	439,489	May 29 04:58 PM
Reinstra Mark	Chief Legal Off. & Corp. Sec.	May 27 '25	Sale	84.64	50,000	4,232,025	389,489	May 29 04:58 PM
AMY RAWLINGS	Officer	May 29 '25	Proposed Sale	84.64	23,528	1,991,410		May 29 04:27 PM
Bronstein Manuel	Chief Product Officer	May 22 '25	Sale	82.01	22,513	1,846,400	519,619	May 27 05:19 PM
MARK REINSTRA	Officer	May 27 '25	Proposed Sale	82.26	50,000	4,113,000		May 27 04:30 PM
Kaufman Matthew D	Chief Safety Officer	May 20 '25	Sale	80.66	15,021	1,211,520	331,223	May 22 06:02 PM
Lee Anthony P	Director	May 21 '25	Sale	82.45	14,000	1,154,355	293,728	May 22 06:01 PM
Baszucki David	President & CEO	May 20 '25	Sale	80.66	10,424	840,777	211,559	May 22 05:52 PM
Guthrie Michael	Chief Financial Officer	May 20 '25	Sale	80.66	24,168	1,949,319	492,266	May 22 05:50 PM
Chakravarthy Arvind	Chief People & Systems Officer	May 20 '25	Sale	80.66	20,594	1,661,021	263,021	May 22 05:50 PM
Reinstra Mark	Chief Legal Off. & Corp. Sec.	May 20 '25	Sale	80.66	15,852	1,278,576	389,489	May 22 05:48 PM
Bronstein Manuel	Chief Product Officer	May 20 '25	Sale	80.66	40,322	3,252,232	542,132	May 22 05:39 PM
Rawlings Amy Marie	Chief Accounting Officer	May 20 '25	Sale	80.66	6,391	515,506	73,931	May 22 05:07 PM
MANUEL BRONSTEIN	Officer	May 22 '25	Proposed Sale	81.16	22,513	1,827,155		May 22 04:25 PM
Lee Anthony P	Director	May 21 '25	Proposed Sale	82.45	14,000	1,154,355		May 21 12:27 PM
Bronstein Manuel	Officer	May 20 '25	Proposed Sale	80.66	40,322	3,252,335		May 20 06:11 PM
Reinstra Mark	Officer	May 20 '25	Proposed Sale	80.66	15,852	1,278,577		May 20 06:10 PM
Rawlings Amy Marie	Officer	May 20 '25	Proposed Sale	80.66	6,391	515,486		May 20 06:10 PM
Kaufman Matthew D	Officer	May 20 '25	Proposed Sale	80.65	15,021	1,211,483		May 20 06:08 PM
Guthrie Michael	Officer	May 20 '25	Proposed Sale	80.66	24,168	1,949,281		May 20 06:07 PM
Chakravarthy Arvind	Officer	May 20 '25	Proposed Sale	80.66	20,594	1,661,060		May 20 06:06 PM
Baszucki David	Officer	May 20 '25	Proposed Sale	80.66	10,424	840,762		May 20 06:06 PM
Kaufman Matthew D	Chief Safety Officer	May 15 '25	Sale	79.94	6,000	479,640	346,244	May 19 05:03 PM
Bronstein Manuel	Chief Product Officer	May 15 '25	Sale	80.00	68,722	5,497,808	582,454	May 19 05:02 PM

TVTX Travere Therapeutics Inc daily Stock Chart

Peers: BMRN RARE SRPT VYGR FOLD QURE CRSP AGIO CLLS PFE

| Held by: VTI IWM XBI VXF IWO IBB VTWO PJP SCHA VHT

Index	RUT	P/E	-	EPS (ttm)	-2.80	Insider Own	1.47%	Shs Outstand	88.79M	Perf Week	2.14%
Market Cap	1.31B	Forward P/E	25.05	EPS next Y	0.59	Insider Trans	-16.22%	Shs Float	87.50M	Perf Month	-3.77%
Enterprise Value	1.39B	PEG	-	EPS next Q	-0.28	Inst Own	112.64%	Short Float	11.80%	Perf Quarter	-24.80%
Income	-226.71M	P/S	4.81	EPS this Y	74.79%	Inst Trans	4.18%	Short Ratio	5.77	Perf Half Y	-13.60%
Sales	273.53M	P/B	40.03	EPS next Y	157.43%	ROA	-37.27%	Short Interest	10.33M	Perf YTD	-15.04%
Book/sh	0.37	P/C	4.08	EPS next 5Y	-	ROE	-422.66%	52W High	25.29 -41.48%	Perf Year	79.39%
Cash/sh	3.63	P/FCF	-	EPS past 3/5Y	-10.63% -3.34%	ROIC	-63.14%	52W Low	7.72 91.71%	Perf 3Y	-43.14%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	0.83% 5.87%	Gross Margin	79.02%	Volatility	4.37% 4.66%	Perf 5Y	-8.47%
Dividend TTM	-	EV/Sales	5.09	EPS Y/Y TTM	44.52%	Oper. Margin	-82.29%	ATR (14)	0.77	Perf 10Y	-56.44%
Dividend Ex-Date	-	Quick Ratio	2.03	Sales Y/Y TTM	49.29%	Profit Margin	-82.88%	RSI (14)	44.06	Recom	1.25
Dividend Gr. 3/5Y	- -	Current Ratio	2.05	EPS Q/Q	73.55%	SMA20	-0.35%	Beta	0.73	Target Price	34.27
Payout	-	Debt/Eq	12.20	Sales Q/Q	97.54%	SMA50	-12.40%	Rel Volume	0.77	Prev Close	14.77
Employees	385	LT Debt/Eq	9.94	Earnings	May 01 AMC	SMA200	-17.22%	Avg Volume	1.79M	Price	14.80
IPO	Oct 06, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.11% -1.82%	Trades		Volume	1,371,779	Change	0.20%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-11-25	Resumed	H.C. Wainwright	Buy	$30
Jun-11-25	Reiterated	Citigroup	Buy	$35 → $32
Jan-10-25	Initiated	Cantor Fitzgerald	Overweight
Oct-21-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$9 → $27
Oct-16-24	Initiated	Scotiabank	Sector Outperform
Sep-09-24	Upgrade	Guggenheim	Neutral → Buy	$25
Mar-27-24	Downgrade	Guggenheim	Buy → Neutral
Dec-05-23	Upgrade	Citigroup	Neutral → Buy	$7 → $10
Nov-20-23	Initiated	Citigroup	Neutral	$7
Sep-22-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$24 → $8
Sep-21-23	Downgrade	William Blair	Outperform → Mkt Perform
Sep-06-23	Resumed	Evercore ISI	Outperform	$30
Jul-21-23	Initiated	JP Morgan	Overweight	$26
Jun-07-23	Resumed	Piper Sandler	Neutral	$22
May-22-23	Initiated	TD Cowen	Outperform	$30
May-05-23	Upgrade	Bryan Garnier	Sell → Neutral
Mar-01-23	Initiated	Guggenheim	Buy	$37
Feb-21-23	Upgrade	Wedbush	Neutral → Outperform	$30
Dec-14-22	Initiated	Stifel	Hold	$22
Dec-05-22	Initiated	Wells Fargo	Overweight	$28

Show Previous Ratings

Jun-24-25 12:46PM	Travere Therapeutics Kicks Off "Play It Forward" Campaign for FSGS Awareness (Insider Monkey) +5.18%
Jun-13-25 02:02PM	HC Wainwright Starts Travere Therapeutics, Inc. (TVTX) at Buy on FILSPARI Breakthroughs (Insider Monkey)
Jun-12-25 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Jun-11-25 07:01AM	Travere Therapeutics to Present New FILSPARI (sparsentan) Data at the 15th International Podocyte Conference (Business Wire)
Jun-10-25 07:00AM	Travere Therapeutics Launches 'Play It Forward' Campaign to Celebrate the FSGS Community on Inaugural Awareness Day (Business Wire)
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Jun-03-25 04:30PM	Travere Therapeutics to Present New FILSPARI® (sparsentan) Data at the 62nd ERA Congress (Business Wire)
May-23-25 04:00AM	England's NICE recommends FILSPARI (sparsentan) as a treatment option for IgA nephropathy (PR Newswire)
May-15-25 04:05PM	Travere Therapeutics Announces FDA Acceptance of sNDA for FILSPARI (sparsentan) in FSGS (Business Wire) -20.57%
May-13-25 04:05PM	Verrica Pharmaceuticals Reports Quarterly 2025 Financial Results (GlobeNewswire)
May-12-25 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire) +7.59%
May-07-25 04:30PM	Travere Therapeutics to Participate at Upcoming Investor Conferences (Business Wire)
May-01-25 11:07PM	Travere Therapeutics, Inc. (TVTX) Q1 2025 Earnings Call Transcript (Seeking Alpha)
06:30PM	Compared to Estimates, Travere (TVTX) Q1 Earnings: A Look at Key Metrics (Zacks)
05:15PM	Travere Therapeutics (TVTX) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:01PM	Travere Therapeutics Reports First Quarter 2025 Financial Results (Business Wire)
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Apr-29-25 07:01AM	Travere Therapeutics and CSL Vifor Announce Standard EU Approval of FILSPARI (sparsentan) for IgA Nephropathy (Business Wire)
02:00AM	CSL Vifor and Travere Therapeutics announce standard EU approval for FILSPARI in IgA Nephropathy (PR Newswire)
Apr-28-25 10:00AM	Vertex Pharmaceuticals (VRTX) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release (Zacks) +5.62%
Apr-24-25 04:30PM	Travere Therapeutics to Report First Quarter 2025 Financial Results (Business Wire) +5.57%
Apr-12-25 10:20AM	Travere Therapeutics price target lowered to $30 from $32 at Scotiabank (TipRanks)
Apr-11-25 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (Business Wire) +7.49%
Apr-07-25 03:27AM	Novavax (NVAX) Soars 11.4%: Is Further Upside Left in the Stock? (Zacks)
Mar-31-25 04:30PM	Travere Therapeutics to Present New FILSPARI (sparsentan) Data at the National Kidney Foundation Spring Clinical Meetings 2025 (Business Wire) -8.94%
Mar-30-25 03:50AM	abrdn Life Sciences Investors Q4 2024 Commentary (Seeking Alpha)
02:50AM	abrdn Healthcare Investors Q4 2024 Commentary (Seeking Alpha)
Mar-26-25 09:39PM	Is Travere Therapeutics, Inc. (NASDAQ:TVTX) the Best Small Cap Stock to Buy Before They Explode? (InsiderMonkey)
07:00AM	Verrica Pharmaceuticals Appoints Noah L. Rosenberg, M.D., as Chief Medical Officer (GlobeNewswire)
Mar-17-25 07:01AM	Travere Therapeutics Submits sNDA to FDA for Approval of FILSPARI (sparsentan) for the Treatment of FSGS (GlobeNewswire) +5.78%
Mar-12-25 05:30PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +6.32%
Feb-24-25 04:30PM	Travere Therapeutics to Participate at Upcoming Investor Conferences (GlobeNewswire)
03:03PM	Loading…
Feb-23-25 03:03PM	Travere Therapeutics, Inc. (TVTX): the Best Performing Pharma Stock So Far in 2025 (Insider Monkey)
Feb-22-25 09:20AM	Travere Therapeutics price target raised to $30 from $24 at TD Cowen (TipRanks)
Feb-20-25 04:01PM	Travere Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results (GlobeNewswire) -6.79%
09:06AM	What To Expect From Travere Therapeutics Inc (TVTX) Q4 2024 Earnings (GuruFocus.com)
Feb-14-25 02:06PM	Travere Therapeutics (TVTX): Among The SmallCap Stocks Insiders Are Selling Recently (Insider Monkey)
Feb-13-25 04:30PM	Travere Therapeutics to Report Fourth Quarter and Full Year 2024 Financial Results (GlobeNewswire)
10:31AM	Travere Therapeutics price target raised to $32 from $27 at Scotiabank (TipRanks)
Feb-12-25 05:30PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Feb-11-25 07:01AM	Travere Therapeutics to Submit sNDA for FILSPARI (sparsentan) in FSGS (GlobeNewswire) +12.56%
Jan-13-25 07:00AM	Travere Therapeutics Provides Corporate Update and 2025 Outlook (GlobeNewswire)
Jan-06-25 04:30PM	Travere Therapeutics to Present at the 43rd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-03-24 05:51AM	Japan MHLW grants orphan drug status to Renalys' sparsentan for IgAN treatment (Pharmaceutical Business Review)
Nov-25-24 04:30PM	Travere Therapeutics to Present at Upcoming Investor Conferences (GlobeNewswire)
Nov-13-24 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Nov-12-24 04:05PM	Travere Therapeutics Announces Completion of Public Offering of Common Stock and Exercise in Full of Underwriters' Option to Purchase Additional Shares (GlobeNewswire)
Nov-07-24 09:05PM	Travere Therapeutics Announces Pricing of Public Offering of Common Stock (GlobeNewswire) +12.40%
04:01PM	Travere Therapeutics Announces Proposed Public Offering of Common Stock (GlobeNewswire)
07:00AM	Ligand Reports Third Quarter 2024 Financial Results and Raises 2024 Guidance (Business Wire)
Nov-04-24 04:30PM	Travere Therapeutics to Present at Upcoming Investor Conferences (GlobeNewswire)
Nov-01-24 03:05AM	Travere Therapeutics Inc (TVTX) Q3 2024 Earnings Call Highlights: Strong Sales Growth Amid ... (GuruFocus.com)
Oct-31-24 07:00AM	Travere Therapeutics Reports Third Quarter 2024 Financial Results (GlobeNewswire)
Oct-30-24 09:13AM	Travere Therapeutics Inc (TVTX) Q3 2024 Earnings Report Preview: What to Expect (GuruFocus.com)
Oct-28-24 08:35AM	Travere presents data reinforcing clinical benefit of FILSPARI in IgAN (TipRanks)
Oct-26-24 07:01AM	Travere Therapeutics Presents Data Reinforcing Clinical Benefit of FILSPARI (Sparsentan) in IgAN and Late-Breaking Presentation in FSGS at ASN Kidney Week 2024 (GlobeNewswire)
Oct-21-24 04:30PM	Travere Therapeutics to Report Third Quarter 2024 Financial Results (GlobeNewswire)
Oct-17-24 07:01AM	Travere Therapeutics and CSL Vifor Announce Swissmedic Approval of FILSPARI (sparsentan) for the Treatment of IgA Nephropathy (GlobeNewswire)
02:30AM	CSL Vifor and Travere Therapeutics Announce Swissmedic approval of FILSPARI (sparsentan) for the treatment of IgA Nephropathy (PR Newswire)
Oct-14-24 04:30PM	Travere Therapeutics to Present Abstracts at American Society of Nephrology (ASN) Kidney Week 2024 (GlobeNewswire) +6.28%
Oct-09-24 03:50PM	Travere Therapeutics Inc (TVTX) Q2 2024 Earnings Call Highlights: Strong Revenue Growth Amidst ... (GuruFocus.com) +15.65%
08:02AM	Travere Therapeutics, Inc. (TVTX) Increases R&D Investments Amidst Rising Product Sales (Insider Monkey)
Sep-26-24 04:01PM	Travere Therapeutics Announces Voluntary Pause of Enrollment in the Phase 3 HARMONY Study of Pegtibatinase Related to Commercial Manufacturing Scale-Up (GlobeNewswire) -6.85%
Sep-12-24 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +6.98%
Sep-10-24 04:01PM	Travere Therapeutics to Present at the 2024 Cantor Global Healthcare Conference (GlobeNewswire)
Sep-06-24 09:20AM	Ligand Partner Travere Therapeutics Receives Full FDA Approval for FILSPARI (sparsentan), the Only Non-Immunosuppressive Treatment that Significantly Slows Kidney Function Decline in IgA Nephropathy (Business Wire) +10.57%
Sep-05-24 05:34PM	Travere Therapeutics Announces Full FDA Approval of FILSPARI (sparsentan), the Only Non-Immunosuppressive Treatment that Significantly Slows Kidney Function Decline in IgA Nephropathy (GlobeNewswire)
Aug-22-24 04:30PM	Travere Therapeutics to Present Abstracts at the Society for the Study of Inborn Errors of Metabolism Annual Symposium 2024 (GlobeNewswire)
Aug-06-24 04:30PM	Travere Therapeutics to Present at Upcoming Investor Conferences (GlobeNewswire) -5.39%
Aug-01-24 04:01PM	Travere Therapeutics Reports Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-25-24 04:30PM	Travere Therapeutics to Report Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-10-24 08:43AM	Strength Seen in Travere (TVTX): Can Its 8.8% Jump Turn into More Strength? (Zacks)
Jul-08-24 04:30PM	Travere Therapeutics to Present at the H.C. Wainwright 3rd Annual Kidney Virtual Conference (GlobeNewswire) +10.52% +8.83%
Jun-24-24 07:32AM	Travere (TVTX) Stock Jumps 5.2%: Will It Continue to Soar? (Zacks) +6.57%
Jun-11-24 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
May-15-24 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
May-09-24 04:30PM	Travere Therapeutics to Present at National Kidney Foundation Spring Clinical Meetings and the 61st European Renal Association Congress (GlobeNewswire)
May-08-24 04:30PM	Travere Therapeutics to Present at Upcoming Investor Conferences (GlobeNewswire)
01:22PM	Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-07-24 11:29AM	Travere Therapeutics, Inc. (NASDAQ:TVTX) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:07AM	Travere Therapeutics Inc (TVTX) Q1 2024 Earnings Call Transcript Highlights: Navigating Growth ... (GuruFocus.com)
May-06-24 08:59PM	TVTX Stock Earnings: Travere Therapeutics Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
05:30PM	Here's What Key Metrics Tell Us About Travere (TVTX) Q1 Earnings (Zacks)
05:10PM	Travere Therapeutics (TVTX) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
04:01PM	Travere Therapeutics Reports First Quarter 2024 Financial Results (GlobeNewswire)
Apr-29-24 04:30PM	Travere Therapeutics to Report First Quarter 2024 Financial Results (GlobeNewswire)
Apr-24-24 07:05AM	Travere Therapeutics and CSL Vifor Announce European Commission Approves FILSPARI (sparsentan) for the treatment of IgA Nephropathy (GlobeNewswire) -5.05%
03:00AM	CSL Vifor and Travere Therapeutics Announce European Commission approves FILSPARI (sparsentan) for the treatment of IgA Nephropathy (PR Newswire)
Apr-04-24 04:30PM	Travere Therapeutics to Present Abstracts at the Society for Inherited Metabolic Disorders and Genetic Metabolic Dieticians International (GlobeNewswire)
Apr-03-24 04:30PM	Travere Therapeutics to Present Abstracts on FILSPARI (sparsentan) in IgA Nephropathy at World Congress of Nephrology and the American Nephrology Nurses Association (GlobeNewswire)
Mar-13-24 05:00PM	Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +5.16% -7.61%
Mar-11-24 07:05AM	Travere Therapeutics Submits Supplemental New Drug Application to the U.S. Food and Drug Administration Seeking Full Approval of FILSPARI (sparsentan) for the Treatment of IgA Nephropathy (IgAN) (GlobeNewswire) -7.74%
Feb-26-24 04:30PM	Travere Therapeutics to Present at Upcoming Investor Conferences (GlobeNewswire)
Feb-23-24 07:05AM	Travere Therapeutics and CSL Vifor Announce Sparsentan Receives Positive CHMP Opinion for the Treatment of IgA Nephropathy (GlobeNewswire)
02:00AM	CSL Vifor and Travere Therapeutics announce sparsentan receives positive CHMP opinion for the treatment of IgA nephropathy (PR Newswire)
Feb-16-24 09:52AM	Travere Therapeutics, Inc. (NASDAQ:TVTX) Q4 2023 Earnings Call Transcript (Insider Monkey) -6.18%
Feb-15-24 04:01PM	Travere Therapeutics Reports Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire) +5.94%
Feb-08-24 04:30PM	Travere Therapeutics to Report Fourth Quarter and Full Year 2024 Financial Results (GlobeNewswire)
Feb-01-24 04:30PM	Travere Therapeutics to Present at the Guggenheim 6th Annual Biotechnology Conference (GlobeNewswire)
Jan-25-24 04:05PM	Travere Therapeutics Announces Licensing Agreement with Renalys Pharma to Develop and Commercialize Sparsentan in Japan, South Korea, Taiwan, and Southeast Asian Nations (GlobeNewswire) -6.01%
Jan-08-24 07:00AM	Travere Therapeutics Provides Corporate Update and 2024 Outlook (GlobeNewswire) +13.66%
Jan-02-24 04:30PM	Travere Therapeutics to Present at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) +6.34%

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cline Christopher R.	CHIEF FINANCIAL OFFICER	May 05 '25	Sale	21.05	1,784	37,553	93,126	May 05 09:54 PM
Dube Eric M	CHIEF EXECUTIVE OFFICER	May 05 '25	Sale	21.05	18,924	398,350	419,173	May 05 09:53 PM
Heerma Peter	CHIEF COMMERCIAL OFFICER	May 05 '25	Sale	21.05	1,771	37,280	128,215	May 05 09:53 PM
ROTE WILLIAM E.	Chief Research Officer	May 05 '25	Sale	21.05	3,198	67,318	100,241	May 05 09:52 PM
REED ELIZABETH E	Chief Legal Officer and GC	May 05 '25	Sale	21.05	4,920	103,566	89,482	May 05 09:51 PM
Christopher Cline	Officer	May 05 '25	Proposed Sale	21.05	1,784	37,553		May 05 07:45 PM
Peter Heerma	Officer	May 05 '25	Proposed Sale	21.05	1,771	37,280		May 05 07:41 PM
REED ELIZABETH E	Officer	May 05 '25	Proposed Sale	21.05	4,920	103,566		May 05 11:32 AM
Dube Eric M	Officer	May 05 '25	Proposed Sale	21.05	18,924	398,350		May 05 11:20 AM
ROTE WILLIAM E.	Officer	May 05 '25	Proposed Sale	21.05	3,198	67,318		May 05 10:08 AM
Cline Christopher R.	CHIEF FINANCIAL OFFICER	Apr 11 '25	Sale	13.14	48	631	89,990	Apr 14 06:23 PM
Christopher Cline	Officer	Apr 11 '25	Proposed Sale	13.14	48	631		Apr 11 07:03 PM
ROTE WILLIAM E.	SENIOR VICE PRESIDENT, R&D	Feb 12 '25	Sale	23.53	5,200	122,356	98,519	Feb 12 09:30 PM
REED ELIZABETH E	SVP, GC & CORPORATE SECRETARY	Feb 12 '25	Sale	23.53	8,000	188,240	89,482	Feb 12 09:28 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Feb 11 '25	Option Exercise	16.63	45,000	748,200	78,654	Feb 12 09:27 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Feb 11 '25	Sale	25.00	54,244	1,356,100	54,410	Feb 12 09:27 PM
Heerma Peter	CHIEF COMMERCIAL OFFICER	Feb 11 '25	Sale	25.00	3,074	76,850	127,634	Feb 12 09:25 PM
Heerma Peter	CHIEF COMMERCIAL OFFICER	Feb 12 '25	Sale	23.53	2,568	60,426	125,066	Feb 12 09:25 PM
Dube Eric M	CHIEF EXECUTIVE OFFICER	Feb 11 '25	Sale	24.04	11,375	273,455	419,173	Feb 12 09:23 PM
Inrig Jula	CHIEF MEDICAL OFFICER	Feb 12 '25	Sale	23.53	2,568	60,426	89,602	Feb 12 09:22 PM
Peter Heerma	Officer	Feb 12 '25	Proposed Sale	23.53	2,568	60,426		Feb 12 07:47 PM
Jula Inrig	Officer	Feb 12 '25	Proposed Sale	23.53	2,568	60,426		Feb 12 07:46 PM
ROTE WILLIAM E.	Officer	Feb 12 '25	Proposed Sale	23.53	5,200	122,356		Feb 12 11:03 AM
REED ELIZABETH E	Officer	Feb 12 '25	Proposed Sale	23.53	8,000	188,240		Feb 12 09:52 AM
SANDRA CALVIN	Officer	Feb 11 '25	Proposed Sale	25.00	54,244	1,356,100		Feb 11 04:08 PM
PETER HEERMA	Officer	Feb 11 '25	Proposed Sale	25.00	3,074	76,850		Feb 11 04:04 PM
Dube Eric M	Officer	Feb 11 '25	Proposed Sale	24.04	11,375	273,455		Feb 11 11:56 AM
Baynes Roy D.	Director	Feb 06 '25	Option Exercise	17.44	10,000	174,400	41,000	Feb 10 06:04 PM
Baynes Roy D.	Director	Feb 06 '25	Sale	22.00	10,000	220,000	31,000	Feb 10 06:04 PM
ROY D BAYNES	Director	Feb 06 '25	Proposed Sale	22.00	10,000	220,000		Feb 06 04:21 PM
ROTE WILLIAM E.	SENIOR VICE PRESIDENT, R&D	Feb 03 '25	Sale	19.78	8,951	177,051	95,719	Feb 04 08:30 PM
REED ELIZABETH E	SVP, GC & CORPORATE SECRETARY	Feb 03 '25	Sale	19.78	8,951	177,051	89,482	Feb 04 08:30 PM
Dube Eric M	CHIEF EXECUTIVE OFFICER	Feb 03 '25	Sale	20.21	50,691	1,024,343	430,548	Feb 04 08:30 PM
Inrig Jula	CHIEF MEDICAL OFFICER	Feb 03 '25	Sale	20.12	4,207	84,645	85,236	Feb 04 08:30 PM
Inrig Jula	CHIEF MEDICAL OFFICER	Feb 04 '25	Sale	20.11	1,066	21,437	84,170	Feb 04 08:30 PM
Heerma Peter	CHIEF COMMERCIAL OFFICER	Feb 03 '25	Sale	20.12	5,166	103,940	122,708	Feb 04 08:30 PM
Cline Christopher R.	CHIEF FINANCIAL OFFICER	Feb 03 '25	Sale	20.12	5,192	104,463	90,038	Feb 04 08:30 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Feb 03 '25	Sale	20.12	3,348	67,362	63,654	Feb 04 08:30 PM
JULA INRIG	Officer	Feb 04 '25	Proposed Sale	20.11	1,066	21,437		Feb 04 04:11 PM
Peter Heerma	Officer	Feb 03 '25	Proposed Sale	20.12	5,166	103,934		Feb 03 08:47 PM
Christopher Cline	Officer	Feb 03 '25	Proposed Sale	20.12	5,192	104,457		Feb 03 08:46 PM
Sandra Calvin	Officer	Feb 03 '25	Proposed Sale	20.12	3,348	67,358		Feb 03 08:41 PM
Jula Inrig	Officer	Feb 03 '25	Proposed Sale	20.12	4,207	84,640		Feb 03 08:40 PM
REED ELIZABETH E	Officer	Feb 03 '25	Proposed Sale	19.78	8,951	177,051		Feb 03 12:26 PM
Dube Eric M	Officer	Feb 03 '25	Proposed Sale	19.78	50,691	1,002,668		Feb 03 11:22 AM
ROTE WILLIAM E.	Officer	Feb 03 '25	Proposed Sale	19.78	8,951	177,051		Feb 03 11:11 AM
ROTE WILLIAM E.	SENIOR VICE PRESIDENT, R&D	Jan 22 '25	Sale	19.46	2,437	47,424	83,170	Jan 23 08:40 PM
Dube Eric M	CHIEF EXECUTIVE OFFICER	Jan 22 '25	Sale	19.46	10,736	208,923	351,239	Jan 23 08:39 PM
REED ELIZABETH E	SVP, GC & CORPORATE SECRETARY	Jan 22 '25	Sale	19.46	2,437	47,424	76,933	Jan 23 08:37 PM
Baynes Roy D.	Director	Jan 23 '25	Option Exercise	17.50	16,000	280,000	47,000	Jan 23 08:36 PM
Baynes Roy D.	Director	Jan 23 '25	Sale	20.00	16,000	320,000	31,000	Jan 23 08:36 PM
Heerma Peter	CHIEF COMMERCIAL OFFICER	Jan 22 '25	Sale	18.94	1,584	30,002	106,374	Jan 23 08:35 PM
Cline Christopher R.	CHIEF FINANCIAL OFFICER	Jan 22 '25	Sale	18.94	865	16,384	73,730	Jan 23 08:33 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Jan 22 '25	Sale	18.94	925	17,520	54,002	Jan 23 08:31 PM
ROY D BAYNES	Director	Jan 23 '25	Proposed Sale	20.00	16,000	320,000		Jan 23 04:14 PM
Dube Eric M	Officer	Jan 22 '25	Proposed Sale	19.46	10,736	208,923		Jan 22 10:34 AM
REED ELIZABETH E	Officer	Jan 22 '25	Proposed Sale	19.46	2,437	47,424		Jan 22 10:18 AM
ROTE WILLIAM E.	Officer	Jan 22 '25	Proposed Sale	19.46	2,437	47,424		Jan 22 09:36 AM
Inrig Jula	CHIEF MEDICAL OFFICER	Jan 03 '25	Sale	19.10	2,066	39,461	59,883	Jan 06 07:21 PM
Inrig Jula	CHIEF MEDICAL OFFICER	Jan 06 '25	Sale	18.76	440	8,254	59,443	Jan 06 07:21 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Dec 26 '24	Option Exercise	12.67	15,000	190,050	69,927	Dec 27 07:47 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Dec 26 '24	Sale	17.22	15,000	258,277	54,927	Dec 27 07:47 PM
SANDRA CALVIN	Officer	Dec 26 '24	Proposed Sale	17.22	15,000	258,278		Dec 26 04:13 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Nov 25 '24	Option Exercise	12.67	15,000	190,050	67,017	Nov 25 09:00 PM
Calvin Sandra	SVP, CHIEF ACCOUNTING OFFICER	Nov 25 '24	Sale	18.30	12,090	221,258	54,927	Nov 25 09:00 PM
Calvin Sandra	Officer	Nov 25 '24	Proposed Sale	18.30	12,090	221,258		Nov 25 05:59 PM
LYONS GARY A	Director	Oct 04 '24	Option Exercise	10.48	40,000	419,200	91,000	Oct 04 07:15 PM
LYONS GARY A	Director	Oct 04 '24	Sale	14.73	40,000	589,101	51,000	Oct 04 07:15 PM
GARY A LYONS	Officer	Oct 04 '24	Proposed Sale	13.65	40,000	546,000		Oct 04 04:21 PM
Meckler Jeffrey A	Director	Sep 30 '24	Option Exercise	10.48	40,000	419,200	121,000	Sep 30 08:38 PM
Meckler Jeffrey A	Director	Sep 30 '24	Sale	14.06	40,000	562,324	81,000	Sep 30 08:38 PM
JEFFREY MECKLER	Director	Sep 30 '24	Proposed Sale	14.06	40,000	562,324		Sep 30 04:22 PM
Calvin Sandra	Officer	Sep 11 '24	Proposed Sale	14.80	15,000	222,000		Sep 11 06:29 PM
Inrig Jula	CHIEF MEDICAL OFFICER	Sep 10 '24	Sale	12.98	684	8,878	61,949	Sep 10 04:05 PM
ROTE WILLIAM E.	SENIOR VICE PRESIDENT, R&D	Sep 09 '24	Sale	11.52	4,387	50,538	84,455	Sep 09 09:20 PM
REED ELIZABETH E	SVP, GC & CORPORATE SECRETARY	Sep 09 '24	Sale	11.52	4,387	50,538	78,633	Sep 09 09:20 PM
Dube Eric M	CHIEF EXECUTIVE OFFICER	Sep 09 '24	Sale	11.52	21,125	243,360	361,975	Sep 09 09:20 PM
Inrig Jula	CHIEF MEDICAL OFFICER	Sep 09 '24	Sale	11.52	2,191	25,240	62,633	Sep 09 09:20 PM
Heerma Peter	CHIEF COMMERCIAL OFFICER	Sep 09 '24	Sale	11.52	2,191	25,240	107,958	Sep 09 09:20 PM
Cline Christopher R.	CHIEF FINANCIAL OFFICER	Sep 09 '24	Sale	11.52	2,490	28,685	74,595	Sep 09 09:20 PM
REED ELIZABETH E	Officer	Sep 09 '24	Proposed Sale	11.52	4,387	50,538		Sep 09 10:54 AM
ROTE WILLIAM E.	Officer	Sep 09 '24	Proposed Sale	11.52	4,387	50,538		Sep 09 10:35 AM
Dube Eric M	Officer	Sep 09 '24	Proposed Sale	11.52	21,125	243,360		Sep 09 10:34 AM
Cline Christopher R.	CHIEF FINANCIAL OFFICER	Sep 04 '24	Sale	9.51	514	4,888	70,335	Sep 05 09:30 PM

IRWD Ironwood Pharmaceuticals Inc daily Stock Chart

Peers: ABBV VRTX ALNY GILD INCY NBIX REGN BIIB BMY EXEL

| Held by: IWM VTI FNDA VXF IWO IBB VFVA SCHA VTWO VHT

Index	RUT	P/E	-	EPS (ttm)	-0.20	Insider Own	3.74%	Shs Outstand	161.81M	Perf Week	6.50%
Market Cap	116.05M	Forward P/E	2.03	EPS next Y	0.35	Insider Trans	-4.11%	Shs Float	155.76M	Perf Month	13.57%
Enterprise Value	606.65M	PEG	-	EPS next Q	0.03	Inst Own	96.63%	Short Float	4.91%	Perf Quarter	-49.13%
Income	-31.41M	P/S	0.37	EPS this Y	1644.75%	Inst Trans	-6.17%	Short Ratio	2.35	Perf Half Y	-84.44%
Sales	317.68M	P/B	-	EPS next Y	102.88%	ROA	-8.20%	Short Interest	7.65M	Perf YTD	-83.81%
Book/sh	-2.06	P/C	1.07	EPS next 5Y	141.01%	ROE	-559.14%	52W High	7.11 -89.91%	Perf Year	-88.39%
Cash/sh	0.67	P/FCF	1.48	EPS past 3/5Y	-88.04% -47.49%	ROIC	-12.00%	52W Low	0.53 36.07%	Perf 3Y	-93.51%
Dividend Est.	-	EV/EBITDA	7.06	Sales past 3/5Y	-5.30% -3.89%	Gross Margin	99.38%	Volatility	8.92% 11.50%	Perf 5Y	-92.84%
Dividend TTM	-	EV/Sales	1.91	EPS Y/Y TTM	97.12%	Oper. Margin	26.42%	ATR (14)	0.08	Perf 10Y	-93.05%
Dividend Ex-Date	-	Quick Ratio	3.34	Sales Y/Y TTM	-23.18%	Profit Margin	-9.89%	RSI (14)	51.24	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	3.34	EPS Q/Q	-779.55%	SMA20	6.37%	Beta	0.29	Target Price	0.95
Payout	0.00%	Debt/Eq	-	Sales Q/Q	-45.05%	SMA50	0.62%	Rel Volume	0.63	Prev Close	0.73
Employees	253	LT Debt/Eq	-	Earnings	May 07 BMO	SMA200	-71.94%	Avg Volume	3.26M	Price	0.72
IPO	Feb 03, 2010	Option/Short	Yes / Yes	EPS/Sales Surpr.	-68.87% -10.36%	Trades		Volume	2,039,620	Change	-1.87%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-15-25	Downgrade	Wells Fargo	Overweight → Equal Weight
Apr-15-25	Downgrade	Jefferies	Buy → Hold
Apr-14-25	Downgrade	Citizens JMP	Mkt Outperform → Mkt Perform
Sep-09-24	Initiated	Leerink Partners	Market Perform	$5
Aug-08-24	Downgrade	CapitalOne	Overweight → Equal Weight	$12 → $4
Jan-17-24	Initiated	Craig Hallum	Buy	$21
Dec-14-23	Initiated	Wells Fargo	Overweight	$20
Nov-09-23	Initiated	Jefferies	Buy	$21
Sep-28-23	Initiated	JMP Securities	Mkt Outperform	$22
Sep-02-22	Initiated	CapitalOne	Overweight	$15
Apr-22-22	Initiated	Piper Sandler	Overweight	$16
Sep-30-20	Downgrade	Wells Fargo	Overweight → Equal Weight	$14 → $9
Jun-17-20	Initiated	Northland Capital	Outperform	$14
Jul-10-19	Resumed	Credit Suisse	Neutral
Mar-27-19	Upgrade	Morgan Stanley	Underweight → Equal-Weight
Feb-25-19	Upgrade	H.C. Wainwright	Sell → Neutral	$14
Jan-24-19	Upgrade	JP Morgan	Underweight → Neutral
Nov-07-18	Downgrade	JP Morgan	Neutral → Underweight
Nov-07-18	Downgrade	Credit Suisse	Outperform → Neutral
Jul-23-18	Initiated	H.C. Wainwright	Sell	$12.50

Show Previous Ratings

Jun-06-25 11:31AM	Why Is Ironwood (IRWD) Down 18.4% Since Last Earnings Report? (Zacks) +6.58%
May-08-25 09:55AM	IRWD Stock Down 15% as Q1 Earnings & Revenues Miss Estimates (Zacks) -11.63%
May-07-25 08:20AM	Ironwood Pharmaceuticals (IRWD) Reports Q1 Loss, Misses Revenue Estimates (Zacks) -14.55%
07:26AM	Ironwood: Q1 Earnings Snapshot (Associated Press Finance)
07:05AM	Ironwood Pharmaceuticals Reports First Quarter 2025 Results (Business Wire)
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May-06-25 10:00AM	Vivos Therapeutics, Inc. (VVOS) May Report Negative Earnings: Know the Trend Ahead of Q1 Release (Zacks)
May-05-25 07:15AM	Recursion Pharmaceuticals (RXRX) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
May-03-25 10:24PM	The 1-Minute Market Report May 4, 2025 (Seeking Alpha)
May-01-25 10:01AM	Analysts Estimate Ironwood Pharmaceuticals (IRWD) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-30-25 04:25PM	Ironwood Pharmaceuticals to Participate in The Citizens Life Sciences Conference (Business Wire)
Apr-28-25 10:25AM	The 1-Minute Market Report April 27, 2025 (Seeking Alpha) +9.23%
Apr-25-25 07:05AM	Ironwood Pharmaceuticals Reiterates Full-Year 2025 LINZESS U.S. Net Sales Guidance and Raises Adjusted EBITDA Guidance (Business Wire)
Apr-22-25 04:05PM	Ironwood Pharmaceuticals to Present Real-World Data at Digestive Disease Week 2025 on Adoption of New Diagnosis Codes Among Short Bowel Syndrome Patients Who Are Dependent on Parenteral Support (Business Wire) +7.66%
Apr-16-25 01:07PM	Biotech Stock Roundup: BMY Down on Study Failure, VERV Up on Study Data & More News (Zacks)
Apr-15-25 09:18AM	Ironwood Shares Tank on Regulatory Update for Apraglutide (Zacks) +11.47%
07:12AM	Loading…
07:12AM	Ironwoods shares sink as FDA demands new trial for lead drug (Pharmaceutical Technology)
Apr-14-25 07:00AM	Ironwood Pharmaceuticals Provides Clinical and Regulatory Update on Apraglutide (Business Wire) -31.48%
Apr-13-25 10:44AM	The 1-Minute Market Report April 13, 2025 (Seeking Alpha)
Apr-10-25 10:49AM	Ironwood Pharmaceuticals: Setting A Strong Foundation For A Return To Growth (Seeking Alpha)
09:25AM	Why Ironwood Pharmaceuticals Inc. (IRWD) Went Down On Thursday? (Insider Monkey)
Apr-01-25 10:28AM	Corcept (CORT) Stock Jumps 109.1%: Will It Continue to Soar? (Zacks)
Mar-31-25 08:05AM	The 1-Minute Market Report March 30, 2025 (Seeking Alpha)
Mar-27-25 04:05PM	Ironwood Pharmaceuticals Announces Receipt of Nasdaq Non-Compliance Notification Regarding Late 2024 Form 10-K Filing (Business Wire)
Mar-25-25 11:08AM	Catalyst (CPRX) Surges 6.2%: Is This an Indication of Further Gains? (Zacks)
Mar-02-25 12:24PM	Is Ironwood Pharmaceuticals, Inc. (IRWD) the Best Small Cap Pharma Stock to Buy Now? (Insider Monkey)
Feb-28-25 02:14AM	Ironwood Pharmaceuticals Inc (IRWD) Q4 2024 Earnings Call Highlights: Strong Prescription ... (GuruFocus.com)
Feb-27-25 11:20PM	Q4 2024 Ironwood Pharmaceuticals Inc Earnings Call (Thomson Reuters StreetEvents) -5.26%
08:15AM	Ironwood Pharmaceuticals (IRWD) Q4 Earnings and Revenues Miss Estimates (Zacks)
07:20AM	Ironwood: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Ironwood Pharmaceuticals Reports Fourth Quarter and Full Year 2024 Results; Achieves 2024 Financial Guidance (Business Wire)
08:13AM	Loading…
Feb-26-25 08:13AM	Ironwood Pharmaceuticals Inc (IRWD) Q4 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Feb-20-25 04:00PM	Ironwood Pharmaceuticals to Host Fourth Quarter and Full Year 2024 Investor Update Call (Business Wire)
Feb-05-25 06:28PM	Millrose Properties Set to Join S&P SmallCap 600 (PR Newswire) -8.06%
Jan-29-25 04:05PM	Ironwood Pharmaceuticals Initiates Apraglutide NDA Submission, Highlights Compelling New Data and Updates Corporate Structure to Position for the Future (Business Wire) -38.17%
Jan-18-25 08:20AM	Ozempic, Xtandi among next 15 drugs selected for U.S. price talks (TipRanks)
Dec-20-24 09:15AM	Heres Why Brown Capital Management Small Company Fund Sold Ironwood Pharmaceuticals (IRWD) (Insider Monkey) +14.69%
Nov-26-24 04:01PM	Ironwood Pharmaceuticals to Participate in the Piper Sandler 36th Annual Healthcare Conference (Business Wire) +5.07%
Nov-13-24 04:01PM	Ironwood Pharmaceuticals to Participate in the Jefferies London Healthcare Conference (Business Wire)
Nov-08-24 04:01AM	Ironwood Pharmaceuticals Inc (IRWD) Q3 2024 Earnings Call Highlights: Navigating Growth Amidst ... (GuruFocus.com) +6.44%
Nov-07-24 08:15AM	Ironwood Pharmaceuticals (IRWD) Misses Q3 Earnings Estimates (Zacks) -7.54%
07:20AM	Ironwood: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Ironwood Pharmaceuticals Reports Third Quarter 2024 Results (Business Wire)
Nov-06-24 07:29AM	Ironwood Pharmaceuticals Inc (IRWD) Q3 2024 Earnings Report Preview: What To Expect (GuruFocus.com) +12.25%
Oct-28-24 07:00AM	Once-Weekly Apraglutide Showed Consistent Treatment Effect Across Baseline Demographics and Disease Characteristics in Adults with Short Bowel Syndrome with Intestinal Failure (SBS-IF), According to New STARS Phase III Data from Ironwood at ACG 2024 (Business Wire)
Oct-24-24 04:00PM	Ironwood Pharmaceuticals to Host Third Quarter 2024 Investor Update Call (Business Wire)
Oct-16-24 01:06PM	State Street Corp's Strategic Acquisition of Ironwood Pharmaceuticals Shares (GuruFocus.com)
08:58AM	Is Ironwood Pharmaceuticals, Inc. (IRWD) the Penny Stock with the Biggest Upside Potential According to Analysts? (Insider Monkey)
Oct-09-24 05:36PM	Ironwood Pharmaceuticals Inc (IRWD) Q2 2024 Earnings Call Highlights: Strong LINZESS Demand ... (GuruFocus.com)
Sep-17-24 08:40AM	Implied Volatility Surging for Ironwood (IRWD) Stock Options (Zacks)
Sep-01-24 10:26PM	Ironwood Pharmaceuticals, Inc. (IRWD): The Best Multibagger Penny Stock of 2025? (Insider Monkey)
Aug-29-24 08:41PM	10 Best Multibagger Penny Stocks of 2025 (Insider Monkey) +7.58%
04:01PM	Ironwood Pharmaceuticals to Participate in the 2024 Wells Fargo Healthcare Conference (Business Wire)
Aug-09-24 10:56AM	Ironwood (IRWD) Q2 Earnings & Revenues Fall Shy of Estimates (Zacks)
Aug-08-24 08:15AM	Ironwood Pharmaceuticals (IRWD) Reports Break-Even Earnings for Q2 (Zacks) -32.61%
07:16AM	Ironwood: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	Ironwood Pharmaceuticals Reports Second Quarter 2024 Results (Business Wire)
Aug-01-24 10:01AM	Earnings Preview: Ironwood Pharmaceuticals (IRWD) Q2 Earnings Expected to Decline (Zacks)
Jul-25-24 04:00PM	Ironwood Pharmaceuticals to Host Second Quarter 2024 Investor Update Call (Business Wire)
Jul-17-24 08:30AM	Implied Volatility Surging for Ironwood Pharmaceuticals (IRWD) Stock Options (Zacks)
Jul-08-24 07:00AM	Memo Therapeutics AG appoints Paul Carter as Chairperson (GlobeNewswire)
Jun-12-24 07:00PM	Insider Sale: Director Julie Mchugh Sells Shares of Ironwood Pharmaceuticals Inc (IRWD) (GuruFocus.com) -6.27%
Jun-10-24 07:00PM	Insider Sale: Director Catherine Moukheibir Sells 80,000 Shares of Ironwood Pharmaceuticals Inc ... (GuruFocus.com)
May-30-24 04:01PM	Ironwood Pharmaceuticals to Participate in the Jefferies Global Healthcare Conference (Business Wire)
May-21-24 06:00AM	Ironwood Late-Breaker Oral Presentation at Digestive Disease Week Reinforces Potential of Once-Weekly Apraglutide for Adults with Short Bowel Syndrome with Intestinal Failure (SBS-IF) (Business Wire) +5.61%
May-10-24 01:58PM	Ironwood Pharmaceuticals Reports Mixed Q1 2024 Results Amid Key Clinical Advancements (GuruFocus.com)
12:59PM	Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:16AM	Ironwood (IRWD) Q1 Earnings & Revenues Fall Shy of Estimates (Zacks)
May-09-24 03:59PM	Sector Update: Health Care Stocks Higher Late Afternoon (MT Newswires) -17.00%
01:55PM	Sector Update: Health Care Stocks Gain in Thursday Afternoon Trading (MT Newswires)
01:39PM	Sector Update: Health Care (MT Newswires)
11:57AM	IRWD Stock Earnings: Ironwood Pharmaceuticals Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:54AM	Ironwood Pharmaceuticals' Shares Fall After Q1 Swings to a Non-GAAP Loss, Revenue Declines; 2024 Revenue Guidance Cut (MT Newswires)
07:11AM	Ironwood: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	Ironwood Pharmaceuticals Reports First Quarter 2024 Results (Business Wire)
May-06-24 04:01PM	Ironwood Pharmaceuticals to Participate in The Citizens JMP Life Sciences Conference (Business Wire)
May-02-24 02:33PM	Stonegate Healthcare Partners Updates Report on Transformative Therapies for Pruritus Management (Newsfile)
10:01AM	Earnings Preview: Ironwood Pharmaceuticals (IRWD) Q1 Earnings Expected to Decline (Zacks)
May-01-24 07:30AM	Ironwood Pharmaceuticals to Present New Data on Once-Weekly Apraglutide in Short Bowel Syndrome with Intestinal Failure (SBS-IF) at Digestive Disease Week 2024 (Business Wire) +6.06%
Apr-30-24 01:16PM	Stock Market Crash Warning: Don't Get Caught Holding These 3 Biotech Stocks (InvestorPlace)
Apr-25-24 04:01PM	Ironwood Pharmaceuticals to Host First Quarter 2024 Investor Update Call (Business Wire)
Apr-21-24 10:39AM	5 Best Low Price Pharma Stocks To Invest In (Insider Monkey)
Mar-28-24 07:30AM	Ironwood Pharmaceuticals Announces Positive Results from its Phase II Exploratory STARGAZE Trial of Apraglutide in Patients with Steroid-Refractory Gastrointestinal Acute Graft-versus-Host Disease (SR GI aGVHD) (Business Wire)
Mar-05-24 01:05PM	Its Time! 3 Failing Biotech Stocks to Sell Right Now (InvestorPlace)
Feb-29-24 04:19PM	Ironwood Pharmaceuticals Ran Up 38% Over Three Months And Just Lost It All (Investor's Business Daily) -37.63%
08:37AM	Why Is Ironwood Pharmaceuticals (IRWD) Stock Down 27% Today? (InvestorPlace)
06:26AM	UPDATE 1-Ironwood's bowel disease treatment meets main goal in late-stage trial (Reuters)
06:08AM	Ironwood says bowel disease treatment meets main goal in late-stage trial (Reuters)
06:00AM	Ironwood Pharmaceuticals Announces Positive Topline Results from Global Phase III Trial of Once-Weekly Apraglutide in Adults with Short Bowel Syndrome with Intestinal Failure (SBS-IF) (Business Wire)
Feb-23-24 07:30AM	Ironwood Pharmaceuticals to Present Four Abstracts at the ASPEN 2024 Nutrition Science & Practice Conference (Business Wire)
Feb-16-24 10:15AM	Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:36AM	Ironwood (IRWD) Q4 Earnings Miss, Revenues Beat Marginally (Zacks)
Feb-15-24 10:45PM	Q4 2023 Ironwood Pharmaceuticals Inc Earnings Call (Thomson Reuters StreetEvents)
08:15AM	Ironwood Pharmaceuticals (IRWD) Reports Break-Even Earnings for Q4 (Zacks)
07:26AM	Ironwood: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Ironwood Pharmaceuticals Reports Fourth Quarter and Full Year 2023 Results; Achieves 2023 Financial Guidance (Business Wire)
Feb-05-24 08:50AM	Ironwood (IRWD) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Feb-01-24 04:01PM	Ironwood Pharmaceuticals to Host Fourth Quarter and Full Year 2023 Investor Update Call (Business Wire)
Jan-23-24 09:55AM	Wall Street Analysts Think Ironwood (IRWD) Could Surge 37.6%: Read This Before Placing a Bet (Zacks)
Jan-08-24 07:00PM	Ironwood Announces Publication in The Lancet Gastroenterology & Hepatology of New Linaclotide Phase III Data in Children and Adolescents Aged 6-17 Years with Functional Constipation (Business Wire)
06:00AM	Ironwood Pharmaceuticals Maintains FY 2023 Financial Guidance and Announces FY 2024 Financial Guidance (Business Wire)

Ironwood Pharmaceuticals, Inc. is a healthcare company, which engages in the development and commercialization of Gastrointestinal (GI) products. It operates through the Human Therapeutics segment. The company was founded on January 5, 1998 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MCCOURT Thomas A	Chief Executive Officer	May 16 '25	Sale	0.58	13,353	7,745	1,147,281	May 20 04:14 PM
Gaskins Tammi L	Chief Commercial Officer	May 16 '25	Sale	0.58	2,563	1,487	242,596	May 20 04:10 PM
MCCOURT Thomas A	Officer	May 19 '25	Proposed Sale	0.59	14,661	8,650		May 16 04:07 PM
Gaskins Tammi L	Officer	May 19 '25	Proposed Sale	0.59	2,814	1,660		May 16 04:05 PM
MCCOURT Thomas A	Chief Executive Officer	Feb 10 '25	Sale	1.76	139,064	244,753	1,160,634	Feb 12 09:00 PM
Silver Ronald	Principal Accounting Officer	Feb 10 '25	Sale	1.76	12,048	21,204	279,655	Feb 12 09:00 PM
Shetzline Michael	SVP, CMO, Head-Res&Drug	Feb 10 '25	Sale	1.76	41,269	72,633	554,007	Feb 12 09:00 PM
John Minardo	Chief Legal Officer	Feb 10 '25	Sale	1.76	38,938	68,531	408,132	Feb 12 09:00 PM
Martini Gregory S.	Chief Financial Officer	Feb 10 '25	Sale	1.76	12,052	21,212	183,810	Feb 12 09:00 PM
MCCOURT Thomas A	Officer	Feb 10 '25	Proposed Sale	1.94	142,454	276,361		Feb 07 04:21 PM
Shetzline Michael	Officer	Feb 10 '25	Proposed Sale	1.94	42,274	82,012		Feb 07 04:20 PM
John Minardo	Officer	Feb 10 '25	Proposed Sale	1.94	39,889	77,385		Feb 07 04:18 PM
Martini Gregory S.	Officer	Feb 10 '25	Proposed Sale	1.94	12,347	23,953		Feb 07 04:17 PM
Davis Andrew	Officer	Dec 27 '24	Proposed Sale	4.00	60,434	241,736		Dec 27 04:43 PM
Davis Andrew	SVP, Chief Business Officer	Nov 18 '24	Sale	4.08	5,360	21,869	284,685	Nov 20 04:05 PM
Emany Sravan Kumar	SVP, COO and CFO	Nov 18 '24	Sale	4.08	11,001	44,884	309,572	Nov 20 04:05 PM
Davis Andrew	Officer	Nov 18 '24	Proposed Sale	4.11	6,090	25,030		Nov 15 04:10 PM
Emany Sravan Kumar	Officer	Nov 18 '24	Proposed Sale	4.11	12,500	51,375		Nov 15 04:07 PM
John Minardo	Chief Legal Officer	Aug 12 '24	Sale	4.27	9,910	42,316	284,661	Aug 14 05:10 PM
Silver Ronald	Principal Accounting Officer	Aug 12 '24	Sale	4.27	3,107	13,267	158,370	Aug 14 05:08 PM
John Minardo	Officer	Aug 12 '24	Proposed Sale	4.05	11,726	47,490		Aug 09 04:05 PM

META Meta Platforms Inc daily Stock Chart

Peers: GOOGL SNAP PINS SPOT MSFT NFLX AAPL RBLX AMZN ROKU

| Held by: VTI VOO SPY IVV QQQ VUG IWF XLC IVW SPLG

Index	NDX, S&P 500	P/E	28.79	EPS (ttm)	25.64	Insider Own	13.78%	Shs Outstand	2.18B	Perf Week	5.66%
Market Cap	1855.67B	Forward P/E	26.07	EPS next Y	28.31	Insider Trans	-0.39%	Shs Float	2.17B	Perf Month	14.42%
Enterprise Value	1834.89B	PEG	2.85	EPS next Q	5.81	Inst Own	68.15%	Short Float	1.39%	Perf Quarter	27.98%
Income	66.64B	P/S	10.89	EPS this Y	7.33%	Inst Trans	0.34%	Short Ratio	1.86	Perf Half Y	21.45%
Sales	170.36B	P/B	10.06	EPS next Y	10.56%	ROA	26.49%	Short Interest	30.14M	Perf YTD	26.06%
Book/sh	73.34	P/C	26.40	EPS next 5Y	10.10%	ROE	39.83%	52W High	740.91 -0.38%	Perf Year	43.84%
Cash/sh	27.96	P/FCF	35.47	EPS past 3/5Y	20.10% 29.99%	ROIC	28.65%	52W Low	442.65 66.74%	Perf 3Y	364.94%
Dividend Est.	1.74 (0.24%)	EV/EBITDA	20.55	Sales past 3/5Y	11.73% 18.40%	Gross Margin	81.75%	Volatility	1.75% 2.08%	Perf 5Y	204.69%
Dividend TTM	2.05 (0.28%)	EV/Sales	10.77	EPS Y/Y TTM	47.56%	Oper. Margin	43.00%	ATR (14)	15.78	Perf 10Y	771.01%
Dividend Ex-Date	Jun 16, 2025	Quick Ratio	2.66	Sales Y/Y TTM	19.37%	Profit Margin	39.11%	RSI (14)	71.73	Recom	1.45
Dividend Gr. 3/5Y	- -	Current Ratio	2.66	EPS Q/Q	36.38%	SMA20	5.67%	Beta	1.28	Target Price	713.13
Payout	8.38%	Debt/Eq	0.27	Sales Q/Q	16.07%	SMA50	15.88%	Rel Volume	0.94	Prev Close	733.63
Employees	74067	LT Debt/Eq	0.26	Earnings	Apr 30 AMC	SMA200	20.72%	Avg Volume	16.22M	Price	738.09
IPO	May 18, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	22.83% 2.36%	Trades		Volume	15,328,132	Change	0.61%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-26-25	Reiterated	UBS	Buy	$683 → $812
Jun-24-25	Reiterated	Citigroup	Buy	$690 → $803
May-01-25	Reiterated	Wedbush	Outperform	$680 → $750
May-01-25	Reiterated	UBS	Buy	$650 → $683
May-01-25	Reiterated	Truist	Buy	$700 → $720
May-01-25	Reiterated	Stifel	Buy	$628 → $655
May-01-25	Reiterated	Roth Capital	Buy	$580 → $620
May-01-25	Reiterated	Rosenblatt	Buy	$990 → $918
May-01-25	Reiterated	Raymond James	Strong Buy	$800 → $750
May-01-25	Reiterated	Pivotal Research Group	Buy	$875 → $830
May-01-25	Reiterated	Piper Sandler	Overweight	$610 → $650
May-01-25	Reiterated	Oppenheimer	Outperform	$650 → $665
May-01-25	Reiterated	Morgan Stanley	Overweight	$615 → $650
May-01-25	Reiterated	Monness Crespi & Hardt	Buy	$775 → $780
May-01-25	Reiterated	MoffettNathanson	Buy	$525 → $605
May-01-25	Reiterated	KeyBanc Capital Markets	Overweight	$645 → $655
May-01-25	Reiterated	JP Morgan	Overweight	$610 → $675
May-01-25	Reiterated	Guggenheim	Buy	$675 → $725
May-01-25	Reiterated	Goldman	Buy	$685 → $690
May-01-25	Reiterated	Evercore ISI	Outperform	$725 → $750

Show Previous Ratings

Today 06:33PM	Inside Meta's Superintelligence Push (GuruFocus.com)
05:10PM	Meta Platforms, Inc. (META) Holds Talks To Acquire Runway, PlayAI in Latest AI Push (Insider Monkey)
05:05PM	Meta Platforms, Inc. (META) Looking To Raise $29B From Private Capital Firms For AI Data Centers (Insider Monkey)
04:55PM	Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal (Bloomberg)
04:41PM	Top Research Reports for Meta Platforms, ServiceNow & Booking (Zacks)
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04:37PM	Meta's stock hits a record high as Mark Zuckerberg goes on an AI hiring spree (MarketWatch)
04:35PM	Meta Stock Returns To Record High Amid 'Superintelligence' Push, OpenAI Talent Battle (Investor's Business Daily)
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04:07PM	Meta's AI talent war raises questions about strategy (AFP)
03:46PM	Meta deepens AI push with 'Superintelligence' lab, source says (Reuters)
03:01PM	UBS Raises PT on Meta Platforms (META) Stock, Maintains Buy (Insider Monkey)
02:39PM	Zuckerberg Debuts Meta Superintelligence Group, More Hires (Bloomberg)
02:12PM	The biggest winners from the crypto industry's triumphant 2025 (Yahoo Finance)
01:56PM	Meta restructures its AI unit under Superintelligence Labs (TechCrunch)
01:54PM	Meta forms AI superintelligence lab headed by Scale AIs Wang (Investing.com)
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01:53PM	Trump Forces Canada's Hand -- Digital Tax Killed to Save $440B Trade Lifeline (GuruFocus.com)
12:00PM	Ex-Meta engineers have built an AI tool to plan every detail of your trip (TechCrunch)
11:54AM	OpenAI reportedly reviewing its researchers compensation (Verdict)
11:42AM	The Top Insider Sells From Q2: Buy, Sell, or Hold? (MarketBeat)
11:39AM	Meta Stock Returns To Record High After Poaching Talent From OpenAI (Investor's Business Daily)
10:50AM	Stocks to Watch: Meta, Tesla, Wells Fargo, Home Depot (The Wall Street Journal)
10:33AM	'Someone has broken into our home and stolen something': An OpenAI exec on Meta's poaching spree (Quartz)
10:24AM	Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship? (Zacks)
09:44AM	Tech Industry Cheers Canada's Withdrawal of Digital Tax (The Wall Street Journal)
09:00AM	Paren Announces Advisory Board Members, Including Gabe Klein, Former Director of the U.S. Joint Office of Energy and Transportation (PR Newswire)
09:00AM	Microsoft unveils AI diagnosis tool in effort to transform medicine (Financial Times)
08:38AM	Meta's Next Big AI Move Turns Heads (GuruFocus.com)
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08:13AM	Chinese tech stocks soar in 2025 while US giants stall (Yahoo Finance Video)
08:05AM	Meta May Ditch Its Own AI Models After Llama 4 Stumbles (GuruFocus.com)
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08:00AM	AbbVie to Host Second-Quarter 2025 Earnings Conference Call (PR Newswire)
07:51AM	Trump Deals Poised to Fall Short of Sweeping Trade Reforms (Bloomberg)
07:38AM	Meta faces potential daily fines from EU (Verdict)
07:00AM	Birmingham City Football Club Appoints Stephen Haines as Chief Commercial Officer New Revenue Streams (PR Newswire)
06:46AM	Trump Tariffs and Inflation Could Rain on Stock Markets Summer Surge. Heres Why and 5 More Things to Know Today. (Barrons.com)
06:45AM	3 No-Brainer Artificial Intelligence Stocks to Buy Right Now (Motley Fool)
06:20AM	S&P 500, Nasdaq futures climb to record highs on trade optimism (Reuters)
06:01AM	Vietnam's Viettel Group Excels at the Prestigious Global Technology Awards (PR Newswire)
05:30AM	FOMO-Driven Call Buying Soars as Traders Chase S&P 500s Furious Run (Bloomberg)
05:04AM	Trade Latest: Canada Pulls Digital Tax to Revive Talks With Trump (Barrons.com)
12:01AM	Dealmakers Hit $1.8 Trillion as They Get Used to Trade Chaos (Bloomberg)
Jun-29-25 10:25PM	Canada rescinds digital services tax to advance stalled US trade talks (Reuters)
04:16PM	OpenAI reportedly recalibrating compensation in response to Meta hires (TechCrunch)
03:30PM	Tech stocks are powering this record-setting rally on Wall Street but how long can it last? (MarketWatch)
01:00PM	Could The Data Center Bubble Be About To Pop--Lux Capital Heavyweight Sees Warning Signs (Benzinga)
12:04PM	META's Latest AI Move? More Wind and Solar to Fuel Data Growth (Insider Monkey)
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06:30AM	10 Artificial Intelligence (AI) Companies to Buy Now and Hold Forever (Motley Fool)
04:42AM	5 Artificial Intelligence (AI) Stocks Are Worth Over $2 Trillion. Here Are the 2 Most Likely to Join the Club Next. (Motley Fool)
Jun-28-25 02:31PM	Meta reportedly hires four more researchers from OpenAI (TechCrunch)
01:06PM	Meta hires four more OpenAI researchers, The Information reports (Reuters)
01:05PM	Week in Review: Metas AI recruiting blitz (TechCrunch)
09:45AM	Why Are Meta Platforms, Microsoft, and Nvidia Outperforming the "Magnificent Seven" and the S&P 500? (Motley Fool)
07:00AM	MarketBeat Week in Review - 06/23 - 6/27 (MarketBeat)
06:00AM	The tech rally is about a lot more than Magnificent 7 right now (Yahoo Finance)
04:52AM	DBS Maintains a Buy on Meta (META) With an $800 Price Target (Insider Monkey)
04:42AM	This Growth Stock Has Soared 8x Over the Last 10 Years -- and It's Still a Screaming Buy (Motley Fool)
01:43AM	Meta Faces Billion-Dollar Threat: EU Warns of Daily Fines Starting June 2025 (GuruFocus.com)
Jun-27-25 10:08PM	Meta Mulls Swapping Out Llama (GuruFocus.com)
08:32PM	Why Overvalued Microsoft Stock (MSFT) is Still a Winner (TipRanks)
07:18PM	Analyst reboots Facebook parent stock price target on AI investments (TheStreet)
05:57PM	Trump Ends Canada Trade Talks in Retaliation Over Digital Tax (Bloomberg)
05:35PM	Trump Backs Meta in Dispute Over Canadas Digital Services Tax (Social Media Today)
05:25PM	U.S., China announce a trade agreement - again. Here's what it means (Associated Press Finance)
04:27PM	S&P 500, Nasdaq Mark Record Closes Despite Trade Hiccups (Barrons.com)
04:00PM	Nvidia's stark turnaround is being powered by robots, hyperscalers, and sovereign AI (Yahoo Finance)
04:00PM	Nvidia Stock Keeps Rocking Record Highs. Here's Why. (Investor's Business Daily)
03:52PM	Meta seeks $29 billion from private capital firms for AI data centers, FT reports (Reuters)
03:43PM	Meta seeks $29 billion from private credit giants to fund AI data centers (Financial Times)
03:02PM	Meta is offering multi-million pay for AI researchers, but not $100M signing bonuses (TechCrunch)
02:42PM	Apple and Meta Could Face Daily EU Fines Starting Next Week (Barrons.com)
02:40PM	What comes after Twitter and Meta? The founders of 01A share their playbook at TechCrunch Disrupt 2025 (TechCrunch)
02:31PM	Facebook is asking to use Meta AI on photos in your camera roll you havent yet shared (TechCrunch)
02:03PM	Trump cuts off trade talks with Canada. This tax is the key. (MarketWatch)
01:44PM	Alphabet Stock Is Having a Bad Year. How AI Can Make or Break the Google Parent. (Barrons.com)
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12:21PM	Shell denies deal talks with BP, Micron reports Q3 beat: Morning Buzz (TipRanks)
12:05PM	Piper makes Meta its top large-cap pick, lifts price view on AI-driven ad gains (Investing.com)
12:02PM	Meta buys over 1 GW of renewables to power its data centers (TechCrunch)
11:48AM	Amazon takes a big hit in the AI talent wars (TheStreet)
11:40AM	AI Daily: Meta poaches researchers from OpenAI (TipRanks)
11:18AM	The biggest U.S. companies have seen a massive comeback since the April stock-market low (MarketWatch)
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10:10AM	S&P 500, Nasdaq hit record highs on renewed AI bets, rate-cut hope (Reuters)
10:06AM	Countdown to EU Penalties for Meta's Ad Model (GuruFocus.com)
09:30AM	Can PayPal Stock Hit $125 in 2025? (Barchart)
08:49AM	Big Tech stocks still 'below their peak why the rally will continue (Yahoo Finance)
08:22AM	Zuckerberg Just Stole OpenAI's Stars--And He's Building a $65B AI War Machine (GuruFocus.com)
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07:32AM	Apple revises EU App Store rules and fees after fine (Verdict)
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06:53AM	EU warns Meta could be fined over consent-based payment model Reuters (Investing.com)
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05:05AM	Unstoppable Bull Market! 3 Stocks Down 50% That Are Getting Cheaper. (Motley Fool)

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Zuckerberg Mark	COB and CEO	Jun 27 '25	Sale	730.47	13,793	10,075,307	29,947	Jun 30 06:28 PM
Zuckerberg Mark	COB and CEO	Jun 26 '25	Sale	722.27	13,793	9,962,264	43,740	Jun 30 06:15 PM
Zuckerberg Mark	Officer	Jun 30 '25	Proposed Sale	740.22	13,793	10,209,834		Jun 30 04:20 PM
Olivan Javier	Officer	Jun 30 '25	Proposed Sale	740.97	517	383,083		Jun 30 04:07 PM
Zuckerberg Mark	Officer	Jun 27 '25	Proposed Sale	730.47	13,793	10,075,306		Jun 27 04:27 PM
Newstead Jennifer	Chief Legal Officer	Jun 24 '25	Sale	704.89	519	365,838	28,145	Jun 26 06:12 PM
Zuckerberg Mark	Officer	Jun 26 '25	Proposed Sale	722.27	13,793	9,962,264		Jun 26 04:34 PM
Zuckerberg Mark	COB and CEO	Jun 25 '25	Sale	710.24	13,793	9,796,313	57,533	Jun 25 08:30 PM
Zuckerberg Mark	COB and CEO	Jun 24 '25	Sale	708.88	13,793	9,777,638	71,326	Jun 25 08:30 PM
Olivan Javier	Chief Operating Officer	Jun 23 '25	Sale	683.47	517	353,354	8,370	Jun 25 06:19 PM
Zuckerberg Mark	Officer	Jun 25 '25	Proposed Sale	710.24	13,793	9,796,313		Jun 25 04:33 PM
Zuckerberg Mark	Officer	Jun 24 '25	Proposed Sale	708.88	13,793	9,777,638		Jun 24 05:04 PM
Newstead Jennifer	Officer	Jun 24 '25	Proposed Sale	704.89	519	365,838		Jun 24 04:59 PM
Zuckerberg Mark	COB and CEO	Jun 20 '25	Sale	700.38	500	350,189	85,119	Jun 23 06:40 PM
Olivan Javier	Officer	Jun 23 '25	Proposed Sale	683.47	517	353,354		Jun 23 04:08 PM
Newstead Jennifer	Chief Legal Officer	Jun 17 '25	Sale	701.99	519	364,333	28,664	Jun 20 06:08 PM
Zuckerberg Mark	Officer	Jun 20 '25	Proposed Sale	700.38	500	350,189		Jun 20 04:06 PM
Zuckerberg Mark	COB and CEO	Jun 18 '25	Sale	700.43	2,753	1,928,292	85,619	Jun 18 09:06 PM
Zuckerberg Mark	COB and CEO	Jun 17 '25	Sale	702.13	8,312	5,836,097	88,372	Jun 18 09:03 PM
Zuckerberg Mark	COB and CEO	Jun 16 '25	Sale	702.06	13,793	9,683,513	96,684	Jun 18 09:00 PM
KIMMITT ROBERT M	Director	Jun 16 '25	Sale	699.27	465	325,161	9,807	Jun 18 08:33 PM
Olivan Javier	Chief Operating Officer	Jun 16 '25	Sale	699.27	517	361,523	8,887	Jun 18 08:15 PM
Zuckerberg Mark	Officer	Jun 18 '25	Proposed Sale	700.43	2,753	1,928,292		Jun 18 05:42 PM
Zuckerberg Mark	Officer	Jun 17 '25	Proposed Sale	702.13	8,312	5,836,098		Jun 17 04:57 PM
Newstead Jennifer	Officer	Jun 17 '25	Proposed Sale	701.99	519	364,333		Jun 17 04:03 PM
Zuckerberg Mark	Officer	Jun 16 '25	Proposed Sale	702.06	13,793	9,683,513		Jun 16 05:24 PM
Olivan Javier	Officer	Jun 16 '25	Proposed Sale	699.27	517	361,523		Jun 16 04:23 PM
KIMMITT ROBERT M	Director	Jun 16 '25	Proposed Sale	699.27	465	325,161		Jun 16 04:22 PM
Newstead Jennifer	Chief Legal Officer	Jun 10 '25	Sale	701.00	519	363,819	29,183	Jun 12 06:20 PM
Zuckerberg Mark	COB and CEO	Jun 11 '25	Sale	701.96	7,802	5,476,708	110,477	Jun 11 09:09 PM
Zuckerberg Mark	COB and CEO	Jun 10 '25	Sale	701.13	13,793	9,670,677	118,279	Jun 11 09:04 PM
Zuckerberg Mark	COB and CEO	Jun 09 '25	Sale	701.25	7,466	5,235,526	132,072	Jun 11 08:59 PM
Olivan Javier	Chief Operating Officer	Jun 09 '25	Sale	698.00	517	360,866	9,404	Jun 11 06:17 PM
Zuckerberg Mark	Officer	Jun 11 '25	Proposed Sale	701.96	7,802	5,476,708		Jun 11 04:41 PM
Newstead Jennifer	Officer	Jun 10 '25	Proposed Sale	701.00	519	363,819		Jun 10 04:47 PM
Zuckerberg Mark	Officer	Jun 10 '25	Proposed Sale	701.13	13,793	9,670,678		Jun 10 04:45 PM
Zuckerberg Mark	COB and CEO	Jun 06 '25	Sale	701.13	1,462	1,025,053	139,538	Jun 09 06:35 PM
Zuckerberg Mark	Officer	Jun 09 '25	Proposed Sale	701.18	7,466	5,235,026		Jun 09 05:24 PM
Olivan Javier	Officer	Jun 09 '25	Proposed Sale	698.00	517	360,866		Jun 09 04:11 PM
Zuckerberg Mark	Officer	Jun 06 '25	Proposed Sale	701.13	1,462	1,025,053		Jun 06 04:34 PM
Newstead Jennifer	Chief Legal Officer	Jun 03 '25	Sale	671.00	519	348,249	29,702	Jun 05 06:39 PM
Olivan Javier	Chief Operating Officer	Jun 02 '25	Sale	644.93	517	333,429	9,921	Jun 04 06:09 PM
Newstead Jennifer	Officer	Jun 03 '25	Proposed Sale	671.00	519	348,249		Jun 03 04:40 PM
Olivan Javier	Officer	Jun 02 '25	Proposed Sale	644.93	517	333,429		Jun 02 04:06 PM
Newstead Jennifer	Chief Legal Officer	May 27 '25	Sale	635.41	519	329,778	30,221	May 29 06:13 PM
Olivan Javier	Chief Operating Officer	May 27 '25	Sale	635.41	517	328,507	10,438	May 29 06:08 PM
Olivan Javier	Officer	May 27 '25	Proposed Sale	635.41	517	328,507		May 27 04:10 PM
Newstead Jennifer	Officer	May 27 '25	Proposed Sale	635.41	519	329,778		May 27 04:09 PM
Newstead Jennifer	Chief Legal Officer	May 20 '25	Sale	635.50	519	329,824	30,740	May 22 06:11 PM
Olivan Javier	Chief Operating Officer	May 19 '25	Sale	628.25	517	324,805	10,955	May 21 07:03 PM
KIMMITT ROBERT M	Director	May 19 '25	Sale	628.25	475	298,419	10,272	May 21 06:34 PM
Elkann John	Director	May 15 '25	Option Exercise	0.00	356	0	392	May 20 07:12 PM
Newstead Jennifer	Officer	May 20 '25	Proposed Sale	635.50	519	329,825		May 20 04:09 PM
Newstead Jennifer	Chief Legal Officer	May 15 '25	Option Exercise	0.00	16,722	0	41,471	May 19 09:18 PM
Newstead Jennifer	Chief Legal Officer	May 16 '25	Sale	636.72	519	330,460	31,259	May 19 09:18 PM
Bosworth Andrew	Chief Technology Officer	May 15 '25	Option Exercise	0.00	14,221	0	30,684	May 19 08:23 PM
Bosworth Andrew	Chief Technology Officer	May 16 '25	Sale	636.85	22,449	14,296,716	1,183	May 19 08:23 PM
Bosworth Andrew	Chief Technology Officer	May 15 '25	Sale	659.36	5,057	3,334,384	16,463	May 19 08:23 PM
LI SUSAN J	Chief Financial Officer	May 15 '25	Option Exercise	0.00	22,504	0	89,721	May 19 08:21 PM
LI SUSAN J	Chief Financial Officer	May 15 '25	Sale	659.36	6,874	4,532,441	70,040	May 19 08:21 PM
Olivan Javier	Chief Operating Officer	May 15 '25	Option Exercise	0.00	11,430	0	16,867	May 19 08:20 PM
Olivan Javier	Chief Operating Officer	May 15 '25	Sale	659.36	2,615	1,724,226	5,437	May 19 08:20 PM
Cox Christopher K	Chief Product Officer	May 15 '25	Option Exercise	0.00	16,900	0	305,586	May 19 08:19 PM
Anderson Aaron	Chief Accounting Officer	May 15 '25	Option Exercise	0.00	2,115	0	6,419	May 19 08:18 PM
Alford Peggy	Director	May 15 '25	Option Exercise	0.00	802	0	4,624	May 19 08:16 PM
Travis Tracey Thomas	Director	May 15 '25	Option Exercise	0.00	802	0	12,244	May 19 08:13 PM
Houston Andrew	Director	May 15 '25	Option Exercise	0.00	802	0	12,161	May 19 08:13 PM
TAN HOCK E	Director	May 15 '25	Option Exercise	0.00	969	0	1,893	May 19 08:10 PM
Killefer Nancy	Director	May 15 '25	Option Exercise	0.00	802	0	12,244	May 19 08:08 PM
Xu Tony	Director	May 15 '25	Option Exercise	0.00	991	0	7,102	May 19 08:06 PM
White Dana	Director	May 15 '25	Option Exercise	0.00	356	0	356	May 19 08:01 PM
Songhurst Charles	Director	May 15 '25	Option Exercise	0.00	356	0	356	May 19 07:58 PM
Arnold John Douglas	Director	May 15 '25	Option Exercise	0.00	969	0	1,893	May 19 07:49 PM
KIMMITT ROBERT M	Director	May 15 '25	Option Exercise	0.00	802	0	10,747	May 19 07:46 PM
Andreessen Marc L	Director	May 15 '25	Option Exercise	0.00	642	0	48,773	May 19 07:44 PM
KIMMITT ROBERT M	Director	May 19 '25	Proposed Sale	628.25	475	298,419		May 19 04:07 PM
Olivan Javier	Officer	May 19 '25	Proposed Sale	628.25	517	324,805		May 19 04:05 PM
Newstead Jennifer	Officer	May 16 '25	Proposed Sale	636.72	519	330,460		May 16 04:19 PM
Bosworth Andrew	Officer	May 16 '25	Proposed Sale	636.85	22,449	14,296,716		May 16 04:18 PM
Newstead Jennifer	Chief Legal Officer	May 13 '25	Sale	645.77	907	585,713	24,749	May 15 06:42 PM
Olivan Javier	Chief Operating Officer	May 12 '25	Sale	631.25	608	383,800	2,582	May 14 06:14 PM
Newstead Jennifer	Officer	May 13 '25	Proposed Sale	645.77	907	585,713		May 13 04:02 PM
Olivan Javier	Officer	May 12 '25	Proposed Sale	631.25	608	383,800		May 12 04:40 PM
Newstead Jennifer	Chief Legal Officer	May 06 '25	Sale	592.52	921	545,711	25,656	May 08 06:17 PM
Olivan Javier	Chief Operating Officer	May 05 '25	Sale	592.00	608	359,936	3,190	May 07 06:07 PM
Alford Peggy	Director	May 02 '25	Sale	583.18	700	408,224	3,822	May 06 06:21 PM
Newstead Jennifer	Officer	May 06 '25	Proposed Sale	592.52	921	545,711		May 06 04:10 PM
Olivan Javier	Officer	May 05 '25	Proposed Sale	592.00	608	359,936		May 05 04:00 PM
Alford Peggy	Director	May 02 '25	Proposed Sale	583.18	700	408,224		May 02 04:14 PM
Newstead Jennifer	Chief Legal Officer	Apr 29 '25	Sale	545.17	921	502,102	26,577	May 01 06:45 PM
Olivan Javier	Chief Operating Officer	Apr 28 '25	Sale	555.54	608	337,768	3,798	Apr 30 06:15 PM
Newstead Jennifer	Officer	Apr 29 '25	Proposed Sale	545.17	921	502,102		Apr 29 04:33 PM
Olivan Javier	Officer	Apr 28 '25	Proposed Sale	555.54	608	337,768		Apr 28 04:04 PM
Newstead Jennifer	Chief Legal Officer	Apr 22 '25	Sale	491.87	921	453,012	27,498	Apr 24 07:27 PM
Olivan Javier	Chief Operating Officer	Apr 21 '25	Sale	491.69	406	199,626	4,608	Apr 23 06:40 PM
Olivan Javier	Chief Operating Officer	Apr 22 '25	Sale	500.00	202	101,000	4,406	Apr 23 06:40 PM
Newstead Jennifer	Officer	Apr 22 '25	Proposed Sale	491.87	921	453,012		Apr 22 04:13 PM
Olivan Javier	Officer	Apr 22 '25	Proposed Sale	500.00	202	101,000		Apr 22 04:11 PM
Olivan Javier	Officer	Apr 21 '25	Proposed Sale	491.69	406	199,626		Apr 21 04:09 PM
Newstead Jennifer	Chief Legal Officer	Apr 15 '25	Sale	531.22	921	489,254	28,419	Apr 17 06:06 PM

SWTX SpringWorks Therapeutics Inc daily Stock Chart

Peers: ARGX FGEN NBIX BPMC SRPT RARE PRTA SAGE VRTX ACAD

| Held by: VTI IWM VB XBI VXF VBK IWO IBB SCHA VTWO

Index	RUT	P/E	-	EPS (ttm)	-3.41	Insider Own	3.19%	Shs Outstand	74.99M	Perf Week	0.04%
Market Cap	3.54B	Forward P/E	-	EPS next Y	-0.83	Insider Trans	-15.90%	Shs Float	72.94M	Perf Month	0.66%
Enterprise Value	3.26B	PEG	-	EPS next Q	-0.80	Inst Own	98.04%	Short Float	8.75%	Perf Quarter	-0.89%
Income	-253.93M	P/S	16.12	EPS this Y	20.99%	Inst Trans	-19.81%	Short Ratio	1.12	Perf Half Y	27.66%
Sales	219.67M	P/B	8.44	EPS next Y	69.98%	ROA	-43.70%	Short Interest	6.38M	Perf YTD	30.06%
Book/sh	5.57	P/C	12.30	EPS next 5Y	-	ROE	-51.57%	52W High	62.00 -24.21%	Perf Year	29.73%
Cash/sh	3.82	P/FCF	-	EPS past 3/5Y	0.98% -24.25%	ROIC	-60.02%	52W Low	28.21 66.57%	Perf 3Y	83.55%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	91.48%	Volatility	0.06% 0.18%	Perf 5Y	5.67%
Dividend TTM	-	EV/Sales	14.84	EPS Y/Y TTM	31.63%	Oper. Margin	-120.52%	ATR (14)	0.20	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	4.18	Sales Y/Y TTM	730.42%	Profit Margin	-115.60%	RSI (14)	63.70	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	4.33	EPS Q/Q	6.22%	SMA20	0.32%	Beta	0.69	Target Price	47.00
Payout	-	Debt/Eq	0.02	Sales Q/Q	133.68%	SMA50	2.41%	Rel Volume	0.86	Prev Close	46.98
Employees	368	LT Debt/Eq	0.01	Earnings	May 01	SMA200	14.07%	Avg Volume	5.68M	Price	46.99
IPO	Sep 13, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	-18.14% -12.82%	Trades		Volume	4,878,558	Change	0.02%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-20-24	Initiated	Evercore ISI	Outperform	$60
Feb-05-24	Initiated	Guggenheim	Buy	$75
Dec-01-22	Initiated	BofA Securities	Buy	$45
Jan-19-21	Reiterated	H.C. Wainwright	Buy	$87 → $101
Oct-29-20	Reiterated	H.C. Wainwright	Buy	$58 → $73
May-05-20	Initiated	Barclays	Overweight	$48
Mar-19-20	Upgrade	H.C. Wainwright	Neutral → Buy	$40 → $60
Mar-04-20	Downgrade	H.C. Wainwright	Buy → Neutral	$40
Jan-21-20	Reiterated	H.C. Wainwright	Buy	$34 → $40
Dec-04-19	Initiated	H.C. Wainwright	Buy
Oct-08-19	Initiated	Wedbush	Outperform	$33
Oct-08-19	Initiated	JP Morgan	Overweight	$32
Oct-08-19	Initiated	Goldman	Buy	$37
Oct-08-19	Initiated	Cowen	Outperform

Show Previous Ratings

Jun-24-25 12:45PM	SpringWorks Therapeutics Nears EU Approval for First Desmoid Tumor Therapy, Nirogacestat (Insider Monkey)
Jun-20-25 08:00AM	SpringWorks Therapeutics Receives Positive CHMP Opinion for Nirogacestat for the Treatment of Adults with Desmoid Tumors (GlobeNewswire)
May-27-25 09:25AM	SpringWorks Therapeutics (SWTX) Surged on Acquisition News (Insider Monkey)
May-26-25 11:25AM	SpringWorks Gets CHMP Nod for Mirdametinib in Rare Disease (Zacks)
May-23-25 08:00AM	SpringWorks Therapeutics Receives Positive CHMP Opinion for Mirdametinib for the Treatment of Adult and Pediatric Patients with NF1-PN (GlobeNewswire)
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May-09-25 05:40PM	SpringWorks Therapeutics (SWTX) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
May-06-25 08:50AM	Harmony Biosciences Holdings, Inc. (HRMY) Tops Q1 Earnings and Revenue Estimates (Zacks)
May-01-25 12:15PM	Biotech Alert: Searches spiking for these stocks today (TipRanks)
Apr-29-25 03:46PM	SpringWorks: Acquired By Merck KGaA Based On Rare Tumor Targeting Drugs Like OGSIVEO (Seeking Alpha)
09:55AM	Wall Street Analysts Believe SpringWorks Therapeutics (SWTX) Could Rally 42.29%: Here's is How to Trade (Zacks)
Apr-28-25 10:35AM	Temu, Tesla prices, Merck KGaA deal: Trending Tickers (Yahoo Finance Video)
09:33AM	Stocks to Watch Monday: Dominos Pizza, Spirit AeroSystems, Nvidia, DoorDash (The Wall Street Journal)
07:37AM	Germanys Merck Set to Buy SpringWorks in $3.9 Billion Deal (The Wall Street Journal)
06:47AM	Wall Street Breakfast Podcast: Huawei Preps AI Chip To Challenge Nvidia: Report (Seeking Alpha)
02:13AM	Merck KGaA, Darmstadt, Germany to Acquire SpringWorks Therapeutics to Accelerate Sustainable Growth of Healthcare Business (GlobeNewswire)
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02:11AM	Merck KGaA, Darmstadt, Germany, to Acquire US Biopharma Company SpringWorks Therapeutics to Accelerate Sustainable Growth of Healthcare Business (Business Wire)
Apr-27-25 10:35AM	SpringWorks Therapeutics Announces Expected CHMP Opinion in Q2 2025 for Nirogacestat for the Treatment of Adults with Desmoid Tumors in the European Union (GlobeNewswire)
Apr-25-25 08:09AM	SpringWorks Therapeutics (SWTX) Soars 9.0%: Is Further Upside Left in the Stock? (Zacks)
Apr-24-25 06:51PM	Germanys Merck Nears Roughly $3.5 Billion Deal for SpringWorks (The Wall Street Journal) +9.03%
Apr-20-25 11:28AM	IDNA: The Cutting Edge Of Medical Science Is A Risky Investment (Seeking Alpha)
Mar-01-25 02:41PM	Is SpringWorks Therapeutics, Inc. (SWTX) The Best Immunology Stock To Buy Now? (Insider Monkey)
Feb-23-25 03:17PM	Why SpringWorks Therapeutics, Inc. (SWTX) is the Best Performing Pharma Stock So Far in 2025 (Insider Monkey)
Feb-20-25 09:01AM	SpringWorks Therapeutics Inc (SWTX) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com) +7.54%
06:30AM	SpringWorks Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results and Highlights Recent Business Updates (GlobeNewswire)
Feb-19-25 08:00AM	SpringWorks Therapeutics and Jewelry Designer Jennifer Fisher Team Up to Encourage People with Desmoid Tumors to Take Action Before Their Tumor Takes Over (PR Newswire)
Feb-18-25 05:38AM	SpringWorks Therapeutics selects Onco360 as pharmacy partner for Gomekli (Pharmaceutical Business Review)
Feb-13-25 11:05AM	Wedbush ups SpringWorks target to $81, expects Merck KGaA official offer soon (TipRanks)
11:00AM	SpringWorks sets wholesale acquisition cost for Gomekli at $206.25 per mg (TipRanks)
10:50AM	SpringWorks Therapeutics sets wholesale acquisition cost for GOMEKLI at $206.25 (TipRanks)
Feb-11-25 08:20PM	UPDATE: SpringWorks Therapeutics Announces FDA Approval of GOMEKLI (mirdametinib) for the Treatment of Adult and Pediatric Patients with NF1-PN (GlobeNewswire) +7.53%
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05:27PM	SpringWorks Therapeutics Announces FDA Approval of GOMEKLI (mirdametinib) for the Treatment of Adult and Pediatric Patients with NF1-PN (GlobeNewswire)
02:07AM	Germanys Merck in Talks to Buy SpringWorks Therapeutics (The Wall Street Journal)
Jan-30-25 07:00AM	SpringWorks Therapeutics to Report Fourth Quarter and Full Year 2024 Financial Results on Thursday, February 20, 2025 (GlobeNewswire)
Jan-13-25 02:47PM	SpringWorks Therapeutics Stock Sees RS Rating Jump To 86 (Investor's Business Daily) -13.93%
06:30AM	SpringWorks Therapeutics Reports Preliminary Fourth Quarter and Full Year 2024 Financial Results and Provides Business Updates at 43rd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Jan-09-25 08:40AM	SpringWorks Therapeutics price target lowered to $78 from $80 at Guggenheim (TipRanks)
Jan-08-25 02:54PM	SpringWorks Therapeutics Stock Gets A RS Rating Lift (Investor's Business Daily)
07:26AM	SpringWorks Therapeutics price target lowered to $55 from $58 at BofA (TipRanks)
Jan-03-25 06:30AM	SpringWorks Therapeutics to Present at the 43rd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) +5.85%
Nov-26-24 07:00AM	SpringWorks Therapeutics to Participate in the 7th Annual Evercore ISI HealthCONx Conference (GlobeNewswire)
Nov-14-24 08:00AM	Biotech Companies' Q3 Updates: Promising Cancer Treatments on the Horizon (PR Newswire) +5.30%
Nov-13-24 02:10AM	SpringWorks Therapeutics Inc (SWTX) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Nov-12-24 09:25AM	SpringWorks Therapeutics to Participate in the Jefferies London Healthcare Conference (GlobeNewswire)
06:43AM	SpringWorks Therapeutics mirdametinib shows efficacy in neurofibromatosis study (TipRanks)
06:30AM	SpringWorks Therapeutics Reports Third Quarter 2024 Financial Results and Recent Business Highlights (GlobeNewswire)
Nov-11-24 07:08AM	Earnings To Watch: SpringWorks Therapeutics Inc (SWTX) Reports Q3 2024 Result (GuruFocus.com)
07:00AM	SpringWorks Therapeutics Announces Mirdametinib Data to be Presented at the 2024 Society for Neuro-Oncology (SNO) Annual Meeting (GlobeNewswire)
06:30AM	SpringWorks Therapeutics Announces Publication of the Pivotal Phase 2b ReNeu Trial Evaluating Mirdametinib in Adults and Children with NF1-PN in the Journal of Clinical Oncology (GlobeNewswire)
Nov-07-24 06:30AM	SpringWorks Therapeutics Announces Long-Term Efficacy and Safety Data from Phase 3 DeFi Trial of OGSIVEO (nirogacestat) in Adults with Desmoid Tumors to be Presented at the Connective Tissue Oncology Society (CTOS) 2024 Annual Meeting (GlobeNewswire)
Nov-05-24 07:00AM	SpringWorks Therapeutics to Participate in Guggenheim's Inaugural Healthcare Innovation Conference (GlobeNewswire)
Oct-22-24 07:00AM	SpringWorks Therapeutics to Report Third Quarter 2024 Financial Results on Tuesday, November 12, 2024 (GlobeNewswire)
Oct-09-24 05:12PM	SpringWorks Therapeutics Inc (SWTX) Q2 2024 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Sep-04-24 07:00PM	SpringWorks Therapeutics Inc (SWTX) CEO Saqib Islam Sells 49,000 Shares (GuruFocus.com)
Aug-28-24 06:30AM	FDA Grants Priority Review to SpringWorks Therapeutics' New Drug Application for Mirdametinib for the Treatment of Adults and Children with NF1-PN (GlobeNewswire)
Aug-07-24 06:30AM	SpringWorks Therapeutics Reports Second Quarter 2024 Financial Results and Recent Business Highlights (GlobeNewswire)
Jul-29-24 06:30AM	SpringWorks Therapeutics Appoints Dr. Martin Mackay to its Board of Directors (GlobeNewswire)
Jul-23-24 07:00AM	SpringWorks Therapeutics to Report Second Quarter 2024 Financial Results on Wednesday, August 7, 2024 (GlobeNewswire)
Jul-12-24 11:27AM	SpringWorks (SWTX) Rises More Than 40% in a Year: Here's Why (Zacks)
Jul-02-24 12:12PM	SpringWorks (SWTX) Completes NDA Submission for Mirdametinib (Zacks)
Jul-01-24 06:30AM	SpringWorks Therapeutics Completes Submission of New Drug Application to the FDA for Mirdametinib for the Treatment of Children and Adults with NF1-PN (GlobeNewswire)
Jun-06-24 02:34AM	Insider Sale: Director Julie Hambleton Sells Shares of SpringWorks Therapeutics Inc (SWTX) (GuruFocus.com)
02:34AM	Insider Sale: COO Badreddin Edris Sells 20,000 Shares of SpringWorks Therapeutics Inc (SWTX) (GuruFocus.com)
02:34AM	Insider Sale: CEO Saqib Islam Sells 49,000 Shares of SpringWorks Therapeutics Inc (SWTX) (GuruFocus.com)
Jun-05-24 07:00AM	SpringWorks Therapeutics to Participate in the Goldman Sachs 45th Annual Global Healthcare Conference (GlobeNewswire)
May-23-24 05:13PM	SpringWorks Therapeutics Announces Data to be Presented at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting (GlobeNewswire)
May-08-24 07:00AM	SpringWorks Therapeutics to Participate in the BofA Securities 2024 Health Care Conference (GlobeNewswire) -7.63%
May-03-24 03:18AM	SpringWorks Therapeutics Inc (SWTX) (Q1 2024) Earnings Call Transcript Highlights: Navigating ... (GuruFocus.com)
May-02-24 10:53AM	SWTX Stock Earnings: SpringWorks Therapeutics Meets EPS, Beats Revenue for Q1 2024 (InvestorPlace) -7.45%
07:45AM	SpringWorks Therapeutics (SWTX) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
06:30AM	SpringWorks Therapeutics Reports First Quarter 2024 Financial Results and Highlights Recent Business Updates (GlobeNewswire)
Apr-24-24 01:31PM	SpringWorks Therapeutics Announces Abstracts Accepted for Presentation at the 2024 American Society of Clinical Oncology (ASCO) Annual Meeting (GlobeNewswire)
Apr-18-24 07:00AM	SpringWorks Therapeutics to Report First Quarter 2024 Financial Results Thursday, May 2, 2024 (GlobeNewswire)
Mar-04-24 06:30AM	SpringWorks Therapeutics Initiates Rolling Submission of New Drug Application to the FDA for Mirdametinib for the Treatment of Children and Adults with NF1-PN (GlobeNewswire)
Feb-29-24 08:30AM	SpringWorks Therapeutics Announces European Medicines Agency Validation for Marketing Authorization Application of Nirogacestat for the Treatment of Adults with Desmoid Tumors (GlobeNewswire)
Feb-27-24 07:12AM	SpringWorks Therapeutics Inc (SWTX) Reports Q4 and Full Year 2023 Financial Results (GuruFocus.com) +7.41%
06:30AM	SpringWorks Therapeutics Reports Fourth Quarter and Full Year 2023 Financial Results and Highlights Recent Business Updates (GlobeNewswire)
Feb-22-24 07:00AM	SpringWorks Therapeutics to Present at Upcoming Investor Conferences (GlobeNewswire)
Feb-07-24 02:42AM	SpringWorks Therapeutics Inc Insider Sells Company Shares (GuruFocus.com) -8.80%
Feb-05-24 11:26PM	SpringWorks Therapeutics Inc Chief People Officer Daniel Pichl Sells 26,181 Shares (GuruFocus.com)
Jan-31-24 07:00AM	SpringWorks Therapeutics to Participate in the Guggenheim Healthcare Talks 6th Annual Biotechnology Conference (GlobeNewswire)
Jan-08-24 06:30AM	SpringWorks Therapeutics Highlights 2023 Accomplishments and Anticipated Milestones for 2024 at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire) +9.40%
Dec-21-23 07:00AM	SpringWorks Therapeutics to Present at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-08-23 04:05PM	SpringWorks Therapeutics Announces Closing of Upsized Public Offering of Common Stock and Full Exercise of Underwriters' Option to Purchase Additional Shares (GlobeNewswire)
Dec-05-23 12:32AM	SpringWorks Therapeutics Announces Pricing of Upsized Public Offering of Common Stock (GlobeNewswire) -8.59%
Dec-04-23 04:13PM	SpringWorks Therapeutics Announces Proposed Public Offering of Common Stock (GlobeNewswire)
Nov-29-23 07:00AM	SpringWorks Therapeutics to Participate in the 6th Annual Evercore ISI HealthCONx Conference (GlobeNewswire) +8.84%
Nov-28-23 04:41PM	SpringWorks Therapeutics Shares Skyrocket on FDA Approval of Desmoid Tumor Drug (Investopedia) +18.68%
04:03PM	SpringWorks Catapults 19% On A 'Watershed Moment' In Cancer Treatment (Investor's Business Daily)
Nov-27-23 06:04PM	SpringWorks Therapeutics Announces FDA Approval of OGSIVEO (nirogacestat) as the First and Only Treatment for Adults with Desmoid Tumors (GlobeNewswire)
Nov-16-23 06:30AM	SpringWorks Therapeutics Announces Positive Topline Results from the Phase 2b ReNeu Trial of Mirdametinib in NF1-PN (GlobeNewswire) -7.34%
Nov-02-23 07:54AM	SpringWorks Therapeutics Inc (SWTX) Reports Q3 2023 Financial Results (GuruFocus.com) +5.60%
06:30AM	SpringWorks Therapeutics Reports Third Quarter 2023 Financial Results and Recent Business Highlights (GlobeNewswire)
Nov-01-23 06:30AM	SpringWorks Therapeutics Announces Presentation of Additional Data from Phase 3 DeFi Trial of Nirogacestat in Adults with Desmoid Tumors at the 2023 CTOS Annual Meeting (GlobeNewswire)
Sep-11-23 06:30AM	SpringWorks Therapeutics Appoints Dr. Tai-An Lin as Chief Scientific Officer (GlobeNewswire)
Aug-02-23 06:30AM	SpringWorks Therapeutics Reports Second Quarter 2023 Financial Results and Recent Business Highlights (GlobeNewswire) -6.87%
Jun-28-23 08:29PM	Goldman Sachs Says Attractive Valuations Make Small-Cap Stocks Appealing; Here Are 2 Strong Buy Names With Solid Upside Potential (TipRanks)
Jun-07-23 07:00AM	SpringWorks Therapeutics to Participate in the Goldman Sachs 44th Annual Global Healthcare Conference (GlobeNewswire)
Jun-05-23 06:30AM	SpringWorks Therapeutics Announces PDUFA Date Extension for Nirogacestat NDA (GlobeNewswire)
May-30-23 06:30AM	SpringWorks Therapeutics Announces Full Enrollment of Phase 2 Trial Evaluating Nirogacestat in Patients with Ovarian Granulosa Cell Tumors (GlobeNewswire)
May-25-23 05:05PM	SpringWorks Therapeutics Announces Presentation of Additional Data from Phase 3 DeFi Trial of Nirogacestat in Adults with Desmoid Tumors at the 2023 ASCO Annual Meeting (GlobeNewswire) -7.13% -7.51%

Springworks Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the application of a medicine approach to acquiring, developing, and commercializing medicines. Its pipeline includes Nirogacestat, Mirdametinib, Brimarafenib, SW-682, and EGFR Inhibitor. The company was founded in August 2017 and is headquartered in Stamford, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Edris Badreddin	Chief Operating Officer	Mar 03 '25	Sale	54.23	20,000	1,084,592	169,712	Mar 05 06:33 PM
Islam Saqib	Chief Executive Officer	Mar 03 '25	Sale	54.24	49,000	2,657,656	954,869	Mar 05 06:32 PM
Islam Saqib	Chief Executive Officer	Feb 20 '25	Sale	60.30	29,328	1,768,401	1,034,625	Feb 24 06:58 PM
Ashar Bhavesh	Chief Commercial Officer	Feb 20 '25	Sale	61.19	1,016	62,168	62,053	Feb 24 06:58 PM
LYNCH DANIEL	Director	Feb 20 '25	Sale	60.22	47,600	2,866,534	82,944	Feb 24 06:57 PM
Bhavesh Ashar	Officer	Feb 20 '25	Proposed Sale	61.38	16,090	987,604		Feb 20 04:18 PM
Islam Saqib	Chief Executive Officer	Feb 14 '25	Sale	59.92	10,672	639,490	1,063,953	Feb 19 04:50 PM
LYNCH DANIEL	Director	Feb 14 '25	Sale	60.00	400	24,000	130,544	Feb 19 04:49 PM
DANIEL LYNCH	Director	Feb 14 '25	Proposed Sale	58.59	48,000	2,812,320		Feb 14 04:21 PM
Pichl Daniel	Chief People Officer	Feb 10 '25	Option Exercise	27.64	29,750	822,290	80,512	Feb 12 08:01 PM
Pichl Daniel	Chief People Officer	Feb 10 '25	Sale	54.36	29,750	1,617,329	50,762	Feb 12 08:01 PM
LYNCH DANIEL	Director	Feb 10 '25	Sale	54.46	175,000	9,530,351	130,944	Feb 12 07:59 PM
Islam Saqib	Chief Executive Officer	Feb 10 '25	Sale	53.30	48,000	2,558,237	1,002,502	Feb 12 07:58 PM
Hambleton Julie	Director	Feb 10 '25	Option Exercise	32.27	13,774	444,487	17,869	Feb 12 07:57 PM
Hambleton Julie	Director	Feb 10 '25	Sale	53.01	13,774	730,207	4,095	Feb 12 07:57 PM
Edris Badreddin	Chief Operating Officer	Feb 10 '25	Sale	53.13	30,000	1,593,795	189,712	Feb 12 07:55 PM
Saqib Islam	Officer	Feb 10 '25	Proposed Sale	53.30	137,000	7,301,552		Feb 10 04:38 PM
DANIEL LYNCH	Director	Feb 10 '25	Proposed Sale	40.28	175,000	7,049,000		Feb 10 04:29 PM
Daniel Pichl	Officer	Feb 10 '25	Proposed Sale	54.36	29,750	1,617,329		Feb 10 04:13 PM
Julie Hambleton	Board Member	Feb 10 '25	Proposed Sale	53.01	13,774	730,207		Feb 10 04:09 PM
Badreddin Edris	Officer	Feb 10 '25	Proposed Sale	41.00	50,000	2,050,000		Feb 10 04:08 PM
Edris Badreddin	Chief Operating Officer	Dec 03 '24	Sale	41.97	20,000	839,336	209,600	Dec 05 06:14 PM
Islam Saqib	Chief Executive Officer	Dec 02 '24	Sale	41.37	49,000	2,027,357	1,014,368	Dec 04 04:23 PM
Islam Saqib	Chief Executive Officer	Sep 03 '24	Sale	40.57	49,000	1,988,033	1,063,368	Sep 04 04:05 PM
Edris Badreddin	Chief Operating Officer	Sep 03 '24	Sale	40.65	20,000	812,954	229,600	Sep 04 04:05 PM
Badreddin Edris	Officer	Sep 03 '24	Proposed Sale	41.78	50,000	2,089,000		Sep 03 04:09 PM
Saqib Islam	Officer	Sep 03 '24	Proposed Sale	41.58	146,000	6,070,680		Sep 03 04:07 PM

Open in Screener

SMC

Summit Midstream Corp

Jun 30 • 04:00PM ET

24.53

Dollar change -1.24
Percentage change -4.81	%

Energy • Oil & Gas Midstream • USA • NYSE

SMC Summit Midstream Corp daily Stock Chart

Peers: EPD KMI ENB WMB TRGP ET OKE PAA MPLX AM

| Held by: VTI IWM VXF IWN BSVO FNDA ENFR IWC AVSC BESF

Index	-	P/E	-	EPS (ttm)	-24.71	Insider Own	16.38%	Shs Outstand	12.24M	Perf Week	-1.76%
Market Cap	460.32M	Forward P/E	-	EPS next Y	-	Insider Trans	-2.26%	Shs Float	10.24M	Perf Month	-7.08%
Enterprise Value	2.17B	PEG	-	EPS next Q	-	Inst Own	38.29%	Short Float	1.84%	Perf Quarter	-28.30%
Income	-263.32M	P/S	1.04	EPS this Y	-	Inst Trans	21.52%	Short Ratio	1.60	Perf Half Y	-30.31%
Sales	443.44M	P/B	0.67	EPS next Y	-	ROA	-9.87%	Short Interest	0.19M	Perf YTD	-35.07%
Book/sh	36.55	P/C	15.55	EPS next 5Y	-	ROE	-28.13%	52W High	45.89 -46.55%	Perf Year	-31.58%
Cash/sh	1.58	P/FCF	-	EPS past 3/5Y	-24.84% 19.91%	ROIC	-14.96%	52W Low	24.39 0.57%	Perf 3Y	68.24%
Dividend Est.	-	EV/EBITDA	13.80	Sales past 3/5Y	2.36% -0.64%	Gross Margin	25.35%	Volatility	3.70% 3.90%	Perf 5Y	43.45%
Dividend TTM	-	EV/Sales	4.89	EPS Y/Y TTM	-418.50%	Oper. Margin	12.41%	ATR (14)	1.08	Perf 10Y	-95.01%
Dividend Ex-Date	Feb 06, 2020	Quick Ratio	0.80	Sales Y/Y TTM	-4.69%	Profit Margin	-59.38%	RSI (14)	38.08	Recom	3.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.80	EPS Q/Q	-101.40%	SMA20	-4.04%	Beta	1.12	Target Price	22.00
Payout	-	Debt/Eq	1.56	Sales Q/Q	11.63%	SMA50	-9.31%	Rel Volume	1.64	Prev Close	25.77
Employees	272	LT Debt/Eq	1.54	Earnings	May 08 BMO	SMA200	-29.07%	Avg Volume	118.11K	Price	24.53
IPO	Sep 28, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	193,622	Change	-4.81%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-07-20	Downgrade	Wells Fargo	Equal Weight → Underweight	$3.50
Jun-19-19	Downgrade	Citigroup	Buy → Neutral	$13 → $6.50
Apr-29-19	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$17 → $10
Mar-14-19	Downgrade	Credit Suisse	Outperform → Underperform	$15 → $9
Mar-07-19	Downgrade	Robert W. Baird	Outperform → Neutral	$23 → $10
Nov-20-18	Reiterated	Credit Suisse	Outperform	$18 → $15
Oct-11-18	Initiated	Credit Suisse	Outperform
May-07-18	Downgrade	Wells Fargo	Outperform → Market Perform
Jan-05-18	Initiated	Credit Suisse	Outperform	$22
Jan-27-17	Downgrade	Credit Suisse	Outperform → Neutral
Sep-06-16	Reiterated	RBC Capital Mkts	Outperform	$25 → $28
Aug-12-16	Upgrade	Robert W. Baird	Neutral → Outperform	$24 → $33
Aug-08-16	Upgrade	Credit Suisse	Neutral → Outperform
May-24-16	Initiated	Credit Suisse	Neutral
May-09-16	Reiterated	Wunderlich	Buy	$20 → $23
Mar-11-16	Downgrade	Goldman	Buy → Neutral
Mar-10-16	Downgrade	Citigroup	Buy → Neutral
Feb-29-16	Reiterated	Wunderlich	Buy	$21 → $14
Jan-15-16	Downgrade	Wells Fargo	Outperform → Market Perform
Aug-17-15	Downgrade	Robert W. Baird	Outperform → Neutral	$39 → $26

Show Previous Ratings

May-14-25 11:48AM	SMC Gains 6.9% on Y/Y Revenue Growth in Q1 Despite Earnings Drop (Zacks)
May-07-25 04:27PM	Summit Midstream Corporation Reports First Quarter 2025 Financial and Operating Results (PR Newswire)
Apr-25-25 07:57AM	Zacks Initiates Coverage of Summit Midstream With Neutral Recommendation (Zacks)
07:00AM	Summit Midstream Corporation Schedules First Quarter 2025 Earnings Call (PR Newswire)
Mar-28-25 05:44PM	Summit Midstream: Likely Common Dividend Resumption Could Pop The Stock (Seeking Alpha)
04:05PM	Loading…
04:05PM	Summit Midstream Corporation Announces 2024 K-1 Tax Package Availability (PR Newswire)
Mar-27-25 09:07PM	Why is Summit Midstream Corporation (SMC) Losing This Week? (InsiderMonkey)
Mar-24-25 09:38AM	Summit Midstream Continues To Ramp Up Scale (SeekingAlpha)
Mar-10-25 04:30PM	Summit Midstream Corporation Reports Fourth Quarter and Full-Year 2024 Financial and Operating Results & Provides Full-Year 2025 Guidance (PR Newswire)
09:27AM	Summit Midstream Corporation Announces the Acquisition of Moonrise Midstream and Provides DJ Basin Operational Update (PR Newswire)
Feb-28-25 07:00AM	Summit Midstream Corporation Announces Resumption of Preferred Dividend in First Quarter 2025 (PR Newswire) +6.73%
Jan-07-25 05:29PM	Summit Midstream Corporation Announces Pricing of Offering of $250 Million of Additional 8.625% Senior Secured Second Lien Notes Due 2029 (PR Newswire)
09:22AM	Summit Midstream Corporation Announces Proposed Offering of $250 Million of Additional 8.625% Senior Secured Second Lien Notes Due 2029 (PR Newswire)
Dec-02-24 04:00PM	Summit Midstream Corporation Completes Acquisition of Tall Oak Midstream III (PR Newswire)
Nov-29-24 02:56PM	Summit Midstream Corporation Correction to Access Link for Virtual Shareholder Meeting (PR Newswire)
07:00AM	Loading…
Nov-12-24 07:00AM	Summit Midstream Corporation Reports Third Quarter 2024 Financial and Operating Results (PR Newswire)
Nov-04-24 04:00PM	Summit Midstream Corporation Schedules Third Quarter 2024 Earnings Call (PR Newswire) +5.44%
Oct-01-24 05:30PM	Tailwater Capital Announces Sale of Tall Oak Midstream III to Summit Midstream Corporation (PR Newswire) +9.58%
05:00PM	Summit Midstream Corporation Announces Transformative Acquisition of Tall Oak Midstream III in the Arkoma Basin (PR Newswire)
Aug-08-24 07:20PM	Summit Midstream Corporation Reports Second Quarter 2024 Financial and Operating Results of Summit Midstream Partners, LP (PR Newswire)
Jul-31-24 04:46PM	Common Stock of Summit Midstream Corporation to Commence Trading on NYSE on Thursday, August 1 (PR Newswire)
Jul-26-24 05:29AM	Summit Midstream Partners (SMLP) is More a Bet on The Jockey Than The Horse: Legacy Ridge Capital Management (Insider Monkey)
Jul-25-24 10:10AM	Summit Midstream Sets Pricing Terms of Senior Notes Due 2026 (Hart Energy)
Jul-23-24 07:53PM	Summit Midstream Partners, LP Announces Expiration and Pricing Terms of Cash Tender Offer to Purchase Any and All of Its Subsidiaries' 8.500% Senior Secured Second Lien Notes Due 2026 (PR Newswire)
Jul-18-24 06:24PM	Summit Unitholders Approve Conversion to a C-Corporation (PR Newswire)
Jul-17-24 04:30PM	Summit Midstream Partners, LP Announces Pricing of Upsized Offering of $575 Million of Senior Secured Second Lien Notes Due 2029 (PR Newswire)
08:19AM	Summit Midstream Partners, LP Announces Commencement of a Cash Tender Offer to Purchase Any and All of Its Subsidiaries' 8.500% Senior Secured Second Lien Notes Due 2026 (PR Newswire)
08:17AM	Summit Midstream Partners, LP Announces Proposed Offering of $500 million of Senior Secured Second Lien Notes Due 2029 (PR Newswire)
07:00AM	Summit Midstream Commences Tender Offer on Notes Due 2026 (Hart Energy)
Jun-17-24 07:00AM	Summit Advances Planned Conversion to C-Corporation to Facilitate Growth and Value Creation (PR Newswire)
07:12AM	Loading…
Jun-06-24 07:12AM	Summit Midstream Partners, LP Announces Expiration and Results for Asset Sale Offer to Purchase up to $215,000,000 Aggregate Principal Amount of Outstanding 8.500% Senior Secured Second Lien Notes Due 2026 (PR Newswire)
May-22-24 06:00AM	The Dividend Survival Kit: 7 Stocks Under $50 to Buy for Lifelong Income (InvestorPlace)
May-17-24 09:00AM	Summit Midstream Partners, LP Insider Sold Shares Worth $340,300, According to a Recent SEC Filing (MT Newswires)
May-07-24 07:00AM	Summit Midstream Partners, LP Announces Asset Sale Offer to Purchase up to $215,000,000 Aggregate Principal Amount of Outstanding 8.500% Senior Secured Second Lien Notes Due 2026 (PR Newswire)
May-04-24 09:51AM	Summit Midstream Partners, LP (NYSE:SMLP) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:10AM	Summit Midstream Partners LP (SMLP) (Q1 2024) Earnings Call Transcript Highlights: Strategic ... (GuruFocus.com)
12:28AM	Q1 2024 Summit Midstream Partners LP Earnings Call (Thomson Reuters StreetEvents)
May-02-24 09:57PM	SMLP Stock Earnings: Summit Midstream Partners Reported Results for Q1 2024 (InvestorPlace) +20.81%
06:07PM	Summit Midstream Partners LP Reports Strong Q1 2024 Financial Results Amid Strategic Asset ... (GuruFocus.com)
04:15PM	Antero Midstream Announces Bolt-On Acquisition, Increased 2024 Guidance and Redemption of 2026 Senior Notes (PR Newswire)
04:02PM	Summit Midstream Partners, LP Reports First Quarter 2024 Financial and Operating Results (PR Newswire)
Apr-25-24 07:00AM	Summit Midstream Partners, LP Schedules First Quarter 2024 Earnings Call and Announces Expiration and Results for Excess Cash Flow Offer to Purchase up to $19,331,000 Aggregate Principal Amount of Outstanding 8.500% Senior Secured Second Lien Notes Due 2026 (PR Newswire)
Apr-01-24 06:23PM	Summit Midstream launches open season on natural gas pipeline (Reuters)
05:00PM	Double E Pipeline Announces Open Season for Available Capacity (PR Newswire)
Mar-27-24 05:00PM	Summit Midstream Partners, LP Announces Excess Cash Flow Offer to Purchase up to $19,331,000 Aggregate Principal Amount of Outstanding 8.500% Senior Secured Second Lien Notes Due 2026 (PR Newswire)
Mar-25-24 06:33PM	Summit Midstream Partners, LP Announces 2023 K-1 Tax Package Availability (PR Newswire)
06:32AM	This Ultra-High-Yield Dividend Stock Is Spending $625 Million to Add More Fuel to Grow Its Big-Time Payout (Motley Fool)
Mar-22-24 09:24AM	UPDATE 1-Summit Midstream Partners to sell Utica assets to MPLX for $625 mln (Reuters) +38.96%
08:40AM	Summit Midstream Partners to sell Utica assets to MPLX (Reuters)
08:30AM	Summit Midstream Partners, LP Announces Sale of Utica Position for $625 Million (PR Newswire)
Mar-16-24 09:27AM	Summit Midstream Partners, LP (NYSE:SMLP) Q4 2023 Earnings Call Transcript (Insider Monkey)
12:35AM	Q4 2023 Summit Midstream Partners LP Earnings Call (Thomson Reuters StreetEvents)
Mar-15-24 11:53AM	SMLP Stock Earnings: Summit Midstream Partners Beats Revenue for Q4 2023 (InvestorPlace) -9.34%
08:31AM	Summit Midstream Partners LP Reports Q4 and Full-Year 2023 Results with Strategic Updates (GuruFocus.com)
07:24AM	Summit Midstream Partners Posts Narrower Loss In Q4 - Quick Facts (RTT News)
07:00AM	Summit Midstream Partners, LP Reports Fourth Quarter and Full-Year 2023 Financial and Operating Results, 2024 Guidance and Strategic Alternatives Update (PR Newswire)
Feb-23-24 07:00AM	Summit Midstream Partners, LP Schedules Fourth Quarter 2023 Earnings Call (PR Newswire) +12.25%
Nov-16-23 04:30PM	Summit Midstream Partners, LP Announces Opportunistic Refinancing of its 2025 Unsecured Notes and Amendment to ABL Facility (PR Newswire) -7.17%
Nov-05-23 08:48AM	Summit Midstream Partners, LP (NYSE:SMLP) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-03-23 11:46PM	Q3 2023 Summit Midstream Partners LP Earnings Call (Thomson Reuters StreetEvents)
10:48AM	Summit Midstream Partners LP (SMLP) Reports Q3 2023 Financial Results: Net Income of $3. ... (GuruFocus.com)
07:00AM	Summit Midstream Partners, LP Reports Third Quarter 2023 Financial and Operating Results (PR Newswire)
Oct-03-23 07:00AM	Summit Midstream Partners, LP Provides Operational Update, Announces Review of Strategic Alternatives and Schedules Third Quarter 2023 Earnings Call (PR Newswire) +26.96%
Aug-10-23 11:57PM	Q2 2023 Summit Midstream Partners LP Earnings Call (Thomson Reuters StreetEvents) -9.62%
Aug-09-23 04:00PM	Summit Midstream Partners, LP Reports Second Quarter 2023 Financial and Operating Results (PR Newswire)
Jul-27-23 04:01PM	Summit Midstream Partners, LP Schedules Second Quarter 2023 Earnings Call (PR Newswire)
Jul-06-23 11:03AM	Summit Midstream Partners, LP Announces 2022 K-3 Tax Form Availability (PR Newswire)
May-05-23 11:31PM	Q1 2023 Summit Midstream Partners LP Earnings Call (Thomson Reuters StreetEvents) +10.14%
07:00AM	Summit Midstream Partners, LP Reports First Quarter 2023 Financial and Operating Results (PR Newswire)
Apr-24-23 05:00PM	Summit Midstream Partners, LP Schedules First Quarter 2023 Earnings Call (PR Newswire)
Mar-22-23 07:00AM	Summit Midstream Partners, LP Announces 2022 K-1 Tax Package Availability (PR Newswire)
Mar-06-23 07:00AM	CLARITER WELCOMES SUMMIT MIDSTREAM PARTNERS TO ITS GROUP OF STRATEGIC INVESTORS, ANNOUNCING COLLABORATION SUPPORTING CLARITER'S FUTURE UNITED STATES ROLL-OUT STRATEGY (PR Newswire)
Feb-28-23 04:05AM	Summit Midstream Partners, LP (NYSE:SMLP) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-24-23 06:45AM	Summit Midstream Partners, LP Reports Fourth Quarter and Full-Year 2022 Financial and Operating Results & Provides Full-Year 2023 Guidance (PR Newswire) +7.40%
Feb-15-23 12:04PM	Summit Midstream Partners, LP Schedules Fourth Quarter 2022 Earnings Call (PR Newswire) +6.00%
Feb-02-23 12:20AM	Heres Why You Should Hold Summit Midstream Partners, LP (SMLP) Stock (Insider Monkey)
Dec-05-22 06:35PM	Summit Midstream buys oil, gas assets in DJ Basin in deals totaling $305M (American City Business Journals)
Dec-01-22 05:50PM	Summit Midstream Partners, LP Completes Bolt-on Acquisitions in the DJ Basin (PR Newswire)
Nov-03-22 05:30PM	Summit Midstream Partners, LP Reports Third Quarter 2022 Financial and Operating Results (PR Newswire) +5.16%
Oct-17-22 07:30AM	Summit Midstream Partners, LP Announces Synergistic and Accretive Bolt-on Acquisitions in the DJ Basin (PR Newswire) +7.35%
Sep-19-22 04:30PM	Summit Midstream Partners, LP Announces Sale of its Bison Gas Gathering System in North Dakota (PR Newswire)
Sep-12-22 04:44PM	Summit Midstream Partners, LP Announces 2021 K-3 Tax Form Availability (PR Newswire)
Aug-04-22 04:57PM	Summit Midstream Partners, LP Reports Second Quarter 2022 Financial and Operating Results (PR Newswire) -5.66% +7.51%
Jul-21-22 04:54PM	Summit Midstream Partners, LP Schedules Second Quarter 2022 Earnings Call (PR Newswire)
Jun-30-22 04:30PM	Summit Midstream Partners, LP Announces Closing of Lane Gathering and Processing System Sale to a Subsidiary of Matador Resources Company (PR Newswire) -5.58%
Jun-09-22 06:00PM	Summit Midstream Partners, LP Announces Sale of its Lane Gathering and Processing System in the Delaware Basin to a Subsidiary of Matador Resources Company & Reiterates its 2022 Adjusted EBITDA Guidance (PR Newswire)
May-26-22 05:28PM	Summit Midstream Partners, LP Announces Adjournment of Annual Meeting and Information for Reconvened Annual Meeting (PR Newswire) +5.05%
May-11-22 06:45AM	Summit Midstream Partners, LP Announces Partial Adjournment of Annual Meeting and Information for Reconvened Annual Meeting (PR Newswire)
May-03-22 07:10PM	Summit Midstream Partners, LP Reports First Quarter 2022 Financial and Operating Results (PR Newswire) +17.25%
Apr-19-22 06:45AM	Summit Midstream Partners, LP Schedules First Quarter 2022 Earnings Call (PR Newswire) +10.77%
Mar-23-22 01:56PM	5 Cheap Energy Stocks Riding Oil Higher (InvestorPlace)
Mar-18-22 12:00PM	What Makes Summit Midstream Partners, LP (SMLP) a New Buy Stock (Zacks)
Mar-15-22 04:54PM	My No. 2 Stock Pick For 2022 Rises 100% (InvestorPlace)
Mar-14-22 04:05PM	Summit Midstream Partners, LP Announces 2021 K-1 Tax Package Availability (PR Newswire)
Feb-28-22 05:45PM	Summit Midstream Partners, LP Announces the Appointment of Rommel M. Oates to the Board of Directors of its General Partner (PR Newswire) -9.15% -9.18%
Feb-25-22 06:45AM	Summit Midstream Partners, LP Reports Fourth Quarter and Full Year 2021 Financial and Operating Results & Provides Full Year 2022 Guidance (PR Newswire) -30.63%
Feb-16-22 06:45AM	Summit Midstream Partners, LP Schedules Fourth Quarter 2021 Earnings Call and Announces New Business Segments (PR Newswire)
Feb-08-22 06:45AM	Summit Midstream Partners, LP Announces Senior Leadership Changes (PR Newswire)
Jan-28-22 05:38PM	AEGON USA Investment Management, LLC Buys Wells Fargo, Bank of America Corp, KKR Inc, Sells ... (GuruFocus.com)
Jan-14-22 06:45AM	Summit Midstream Partners, LP Announces Final Results of Series A Preferred Unit Exchange Offer (PR Newswire)

Summit Midstream Corp. engages in developing, owning, and operating midstream energy infrastructure assets. It operates through the following segments: Rockies, Permian, Piceance, Mid-Con, and Northeast. The Rockies segment includes the midstream assets located in the Williston Basin and the DJ Basin. The Permian segment refers to the equity method investment in Double E. The Piceance segment is involved in the midstream assets located in the Piceance Basin. The Mid-Con segment focuses on the midstream assets located in the Barnett Shale and Arkoma Basin. The Northeast segments cover its previously owned midstream assets located in the Utica and Marcellus shale plays, and the previously owned equity method investment in Ohio Gathering that was focused on the Utica Shale. The company was founded on May 14, 2024 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Deneke J Heath	Chairman, President and CEO	Mar 27 '25	Sale	35.33	1,000	35,330	267,170	Mar 28 04:58 PM
Deneke J Heath	Chairman, President and CEO	Mar 28 '25	Sale	34.67	1,000	34,671	266,170	Mar 28 04:58 PM
Deneke J Heath	Chairman, President and CEO	Mar 24 '25	Sale	36.32	1,000	36,320	270,170	Mar 26 08:59 PM
Deneke J Heath	Chairman, President and CEO	Mar 25 '25	Sale	35.74	1,000	35,740	269,170	Mar 26 08:59 PM
Deneke J Heath	Chairman, President and CEO	Mar 26 '25	Sale	35.33	1,000	35,330	268,170	Mar 26 08:59 PM
Deneke J Heath	Chairman, President and CEO	Mar 20 '25	Sale	37.73	1,000	37,730	272,170	Mar 21 06:30 PM
Deneke J Heath	Chairman, President and CEO	Mar 19 '25	Sale	37.68	1,000	37,682	273,170	Mar 21 06:30 PM
Deneke J Heath	Chairman, President and CEO	Mar 21 '25	Sale	36.30	1,000	36,300	271,170	Mar 21 06:30 PM
PETERS JERRY L	Director	Mar 19 '25	Sale	37.40	6,700	250,580	23,246	Mar 20 08:07 PM
PETERS JERRY L	Director	Mar 18 '25	Sale	38.00	52	1,976	29,946	Mar 20 08:07 PM
Deneke J Heath	Chairman, President and CEO	Mar 17 '25	Sale	38.50	1,000	38,496	275,170	Mar 18 08:50 PM
Deneke J Heath	Chairman, President and CEO	Mar 18 '25	Sale	38.01	1,000	38,014	274,170	Mar 18 08:50 PM
PETERS JERRY L	Director	Mar 17 '25	Sale	39.12	3,303	129,213	29,998	Mar 18 04:50 PM
PETERS JERRY L	Director	Mar 17 '25	Proposed Sale	37.44	15,000	561,600		Mar 17 03:49 PM
Deneke J Heath	Chairman, President and CEO	Mar 12 '25	Sale	38.04	1,000	38,042	233,326	Mar 14 05:17 PM
Deneke J Heath	Chairman, President and CEO	Mar 14 '25	Sale	37.47	1,000	37,470	231,326	Mar 14 05:17 PM
Deneke J Heath	Chairman, President and CEO	Mar 13 '25	Sale	37.12	1,000	37,120	232,326	Mar 14 05:17 PM
Deneke J Heath	Chairman, President and CEO	Mar 07 '25	Sale	39.23	1,000	39,230	236,326	Mar 11 05:50 PM
Deneke J Heath	Chairman, President and CEO	Mar 10 '25	Sale	38.52	1,000	38,520	235,326	Mar 11 05:50 PM
Deneke J Heath	Chairman, President and CEO	Mar 11 '25	Sale	37.87	1,000	37,870	234,326	Mar 11 05:50 PM
Deneke J Heath	Chairman, President and CEO	Mar 04 '25	Sale	41.40	1,000	41,400	239,326	Mar 06 08:29 PM
Deneke J Heath	Chairman, President and CEO	Mar 05 '25	Sale	40.55	1,000	40,550	238,326	Mar 06 08:29 PM
Deneke J Heath	Chairman, President and CEO	Mar 06 '25	Sale	39.67	1,000	39,674	237,326	Mar 06 08:29 PM
Deneke J Heath	Chairman, President and CEO	Feb 28 '25	Sale	44.28	1,000	44,282	241,326	Mar 03 06:27 PM
Deneke J Heath	Chairman, President and CEO	Mar 03 '25	Sale	43.50	1,000	43,500	240,326	Mar 03 06:27 PM
Deneke J Heath	Chairman, President and CEO	Feb 27 '25	Sale	42.44	1,000	42,440	242,326	Mar 03 06:27 PM
Deneke J Heath	Chairman, President and CEO	Feb 24 '25	Sale	42.63	1,000	42,630	245,326	Feb 26 07:52 PM
Deneke J Heath	Chairman, President and CEO	Feb 26 '25	Sale	41.96	1,000	41,960	243,326	Feb 26 07:52 PM
Deneke J Heath	Chairman, President and CEO	Feb 25 '25	Sale	41.71	1,000	41,714	244,326	Feb 26 07:52 PM
Deneke J Heath	Chairman, President and CEO	Feb 19 '25	Sale	45.08	1,000	45,080	248,326	Feb 21 06:54 PM
Deneke J Heath	Chairman, President and CEO	Feb 20 '25	Sale	44.23	1,000	44,225	247,326	Feb 21 06:54 PM
Deneke J Heath	Chairman, President and CEO	Feb 21 '25	Sale	44.21	1,000	44,214	246,326	Feb 21 06:54 PM
Deneke J Heath	Chairman, President and CEO	Feb 18 '25	Sale	44.98	1,000	44,982	249,326	Feb 18 06:58 PM
Deneke J Heath	Chairman, President and CEO	Feb 13 '25	Sale	44.36	1,000	44,364	251,326	Feb 18 06:58 PM
Deneke J Heath	Chairman, President and CEO	Feb 14 '25	Sale	44.20	1,000	44,200	250,326	Feb 18 06:58 PM
J. HEATH DENEKE	Officer	Feb 14 '25	Proposed Sale	45.21	30,000	1,356,300		Feb 14 04:23 PM
Deneke J Heath	Chairman, President and CEO	Feb 11 '25	Sale	43.84	1,000	43,840	253,326	Feb 12 07:46 PM
Deneke J Heath	Chairman, President and CEO	Feb 12 '25	Sale	43.80	1,000	43,800	252,326	Feb 12 07:46 PM
Deneke J Heath	Chairman, President and CEO	Feb 10 '25	Sale	43.43	1,000	43,427	254,326	Feb 12 07:46 PM
Deneke J Heath	Chairman, President and CEO	Feb 06 '25	Sale	43.20	1,000	43,198	256,326	Feb 07 08:27 PM
Deneke J Heath	Chairman, President and CEO	Feb 05 '25	Sale	42.78	1,000	42,785	257,326	Feb 07 08:27 PM
Deneke J Heath	Chairman, President and CEO	Feb 07 '25	Sale	42.67	1,000	42,666	255,326	Feb 07 08:27 PM
Deneke J Heath	Chairman, President and CEO	Feb 04 '25	Sale	42.33	1,000	42,330	258,326	Feb 04 07:25 PM
Deneke J Heath	Chairman, President and CEO	Jan 31 '25	Sale	41.49	1,000	41,490	260,326	Feb 04 07:25 PM
Deneke J Heath	Chairman, President and CEO	Feb 03 '25	Sale	41.04	1,000	41,040	259,326	Feb 04 07:25 PM
Deneke J Heath	Chairman, President and CEO	Jan 30 '25	Sale	41.26	1,000	41,260	261,326	Jan 30 06:42 PM
Deneke J Heath	Chairman, President and CEO	Jan 29 '25	Sale	40.88	1,000	40,880	262,326	Jan 30 06:42 PM
Deneke J Heath	Chairman, President and CEO	Jan 28 '25	Sale	40.04	1,000	40,040	263,326	Jan 30 06:42 PM
Deneke J Heath	Chairman, President and CEO	Jan 23 '25	Sale	42.86	1,000	42,860	266,326	Jan 27 06:13 PM
Deneke J Heath	Chairman, President and CEO	Jan 24 '25	Sale	42.36	1,000	42,360	265,326	Jan 27 06:13 PM
Deneke J Heath	Chairman, President and CEO	Jan 27 '25	Sale	40.80	1,000	40,800	264,326	Jan 27 06:13 PM
Deneke J Heath	Chairman, President and CEO	Jan 22 '25	Sale	42.73	1,000	42,730	267,326	Jan 22 06:19 PM
Deneke J Heath	Chairman, President and CEO	Jan 21 '25	Sale	42.06	1,000	42,060	268,326	Jan 22 06:19 PM
Deneke J Heath	Chairman, President and CEO	Jan 17 '25	Sale	40.11	1,000	40,110	246,006	Jan 22 06:19 PM
Deneke J Heath	Chairman, President and CEO	Jan 16 '25	Sale	38.05	1,000	38,050	247,006	Jan 16 06:05 PM
Deneke J Heath	Chairman, President and CEO	Jan 15 '25	Sale	37.98	1,000	37,980	248,006	Jan 16 06:05 PM
Deneke J Heath	Chairman, President and CEO	Jan 14 '25	Sale	37.70	1,000	37,700	249,006	Jan 16 06:05 PM
Deneke J Heath	Chairman, President and CEO	Jan 13 '25	Sale	37.63	1,000	37,630	250,006	Jan 13 09:04 PM
Deneke J Heath	Chairman, President and CEO	Jan 10 '25	Sale	37.60	1,000	37,600	251,006	Jan 13 09:04 PM
Deneke J Heath	Chairman, President and CEO	Jan 08 '25	Sale	37.50	1,000	37,500	252,006	Jan 13 09:04 PM
Deneke J Heath	Chairman, President and CEO	Jan 03 '25	Sale	37.94	1,000	37,940	255,006	Jan 07 06:50 PM
Deneke J Heath	Chairman, President and CEO	Jan 06 '25	Sale	37.81	1,000	37,810	254,006	Jan 07 06:50 PM
Deneke J Heath	Chairman, President and CEO	Jan 07 '25	Sale	37.53	1,000	37,530	253,006	Jan 07 06:50 PM
Deneke J Heath	Chairman, President and CEO	Dec 31 '24	Sale	37.55	1,000	37,550	257,006	Jan 02 05:32 PM
Deneke J Heath	Chairman, President and CEO	Jan 02 '25	Sale	37.49	1,000	37,490	256,006	Jan 02 05:32 PM
Deneke J Heath	Chairman, President and CEO	Dec 30 '24	Sale	36.52	1,000	36,520	258,006	Jan 02 05:32 PM
J. HEATH DENEKE	Officer	Dec 31 '24	Proposed Sale	36.81	30,000	1,104,300		Dec 31 04:18 PM
Deneke J Heath	Chairman, President and CEO	Dec 27 '24	Sale	36.38	1,000	36,380	259,006	Dec 27 07:09 PM
Deneke J Heath	Chairman, President and CEO	Dec 26 '24	Sale	36.19	1,000	36,190	260,006	Dec 27 07:09 PM
Deneke J Heath	Chairman, President and CEO	Dec 24 '24	Sale	35.35	1,000	35,350	261,006	Dec 27 07:09 PM
Deneke J Heath	Chairman, President and CEO	Dec 20 '24	Sale	34.97	1,000	34,970	263,006	Dec 23 08:30 PM
Deneke J Heath	Chairman, President and CEO	Dec 23 '24	Sale	34.94	1,000	34,940	262,006	Dec 23 08:30 PM
Deneke J Heath	Chairman, President and CEO	Dec 19 '24	Sale	34.62	1,000	34,620	264,006	Dec 23 08:30 PM
Deneke J Heath	Chairman, President and CEO	Dec 16 '24	Sale	35.18	1,000	35,180	267,006	Dec 18 07:56 PM
Deneke J Heath	Chairman, President and CEO	Dec 18 '24	Sale	35.18	1,000	35,180	265,006	Dec 18 07:56 PM
Deneke J Heath	Chairman, President and CEO	Dec 17 '24	Sale	35.12	1,000	35,120	266,006	Dec 18 07:56 PM
Deneke J Heath	Chairman, President and CEO	Dec 11 '24	Sale	37.09	1,000	37,090	270,006	Dec 13 09:10 PM
Deneke J Heath	Chairman, President and CEO	Dec 12 '24	Sale	36.22	1,000	36,220	269,006	Dec 13 09:10 PM
Deneke J Heath	Chairman, President and CEO	Dec 13 '24	Sale	35.95	1,000	35,950	268,006	Dec 13 09:10 PM
Johnston James David	Executive VP, GC, CCO and Secy	Dec 12 '24	Sale	36.20	20,000	724,000	28,201	Dec 13 08:41 PM
JAMES JOHNSTON	Officer	Dec 12 '24	Proposed Sale	36.58	20,000	731,600		Dec 12 04:47 PM
Deneke J Heath	Chairman, President and CEO	Dec 06 '24	Sale	37.78	1,000	37,780	273,006	Dec 10 07:00 PM
Deneke J Heath	Chairman, President and CEO	Dec 10 '24	Sale	37.59	1,000	37,590	271,006	Dec 10 07:00 PM
Deneke J Heath	Chairman, President and CEO	Dec 09 '24	Sale	37.22	1,000	37,220	272,006	Dec 10 07:00 PM
Deneke J Heath	Chairman, President and CEO	Dec 05 '24	Sale	37.77	1,000	37,770	274,006	Dec 06 08:16 PM
Deneke J Heath	Chairman, President and CEO	Dec 04 '24	Sale	37.43	1,000	37,430	275,006	Dec 06 08:16 PM
Deneke J Heath	Chairman, President and CEO	Dec 03 '24	Sale	37.85	1,000	37,850	276,006	Dec 03 07:32 PM
Deneke J Heath	Chairman, President and CEO	Dec 02 '24	Sale	37.80	1,000	37,800	277,006	Dec 03 07:32 PM
Deneke J Heath	Chairman, President and CEO	Nov 29 '24	Sale	37.20	1,000	37,200	278,006	Dec 03 07:32 PM
Deneke J Heath	Chairman, President and CEO	Nov 25 '24	Sale	37.16	1,000	37,160	281,006	Nov 27 04:53 PM
Deneke J Heath	Chairman, President and CEO	Nov 26 '24	Sale	37.07	1,000	37,070	280,006	Nov 27 04:53 PM
Deneke J Heath	Chairman, President and CEO	Nov 27 '24	Sale	36.85	1,000	36,850	279,006	Nov 27 04:53 PM
Deneke J Heath	Chairman, President and CEO	Nov 20 '24	Sale	35.82	1,000	35,820	284,006	Nov 22 06:01 PM
Deneke J Heath	Chairman, President and CEO	Nov 21 '24	Sale	35.75	1,000	35,750	283,006	Nov 22 06:01 PM
Deneke J Heath	Chairman, President and CEO	Nov 22 '24	Sale	35.74	1,000	35,740	282,006	Nov 22 06:01 PM
Deneke J Heath	Chairman, President and CEO	Nov 19 '24	Sale	35.91	1,000	35,910	285,006	Nov 19 06:06 PM
Deneke J Heath	Chairman, President and CEO	Nov 15 '24	Sale	35.61	1,000	35,610	287,006	Nov 19 06:06 PM
Deneke J Heath	Chairman, President and CEO	Nov 18 '24	Sale	35.54	1,000	35,540	286,006	Nov 19 06:06 PM
J. HEATH DENEKE	Director	Nov 15 '24	Proposed Sale	35.34	30,000	1,060,200		Nov 15 04:34 PM

Open in Screener

QCOM

Qualcomm, Inc

Jun 30 • 04:00PM ET

159.26

Dollar change +0.72
Percentage change 0.45	%

Technology • Semiconductors • USA • NASD

Peers: INTC AMD NVDA AVGO TXN MRVL MU SWKS QRVO AMAT

| Held by: VTI VOO QQQ SPY IVV VTV XLK SMH VGT VIG

Index	NDX, S&P 500	P/E	16.22	EPS (ttm)	9.82	Insider Own	0.13%	Shs Outstand	1.10B	Perf Week	4.00%
Market Cap	174.87B	Forward P/E	13.24	EPS next Y	12.03	Insider Trans	-2.95%	Shs Float	1.10B	Perf Month	7.36%
Enterprise Value	175.64B	PEG	2.48	EPS next Q	2.71	Inst Own	81.13%	Short Float	2.12%	Perf Quarter	4.28%
Income	11.04B	P/S	4.14	EPS this Y	15.41%	Inst Trans	3.87%	Short Ratio	2.47	Perf Half Y	-0.06%
Sales	42.28B	P/B	6.32	EPS next Y	1.97%	ROA	20.30%	Short Interest	23.22M	Perf YTD	3.67%
Book/sh	25.21	P/C	12.63	EPS next 5Y	6.55%	ROE	42.21%	52W High	211.09 -24.55%	Perf Year	-19.29%
Cash/sh	12.61	P/FCF	14.94	EPS past 3/5Y	4.48% 20.08%	ROIC	26.94%	52W Low	120.80 31.84%	Perf 3Y	32.62%
Dividend Est.	3.56 (2.24%)	EV/EBITDA	13.13	Sales past 3/5Y	5.09% 9.93%	Gross Margin	55.68%	Volatility	1.56% 2.09%	Perf 5Y	78.24%
Dividend TTM	3.44 (2.16%)	EV/Sales	4.15	EPS Y/Y TTM	32.28%	Oper. Margin	27.63%	ATR (14)	3.55	Perf 10Y	136.41%
Dividend Ex-Date	Jun 05, 2025	Quick Ratio	2.08	Sales Y/Y TTM	16.15%	Profit Margin	26.11%	RSI (14)	61.76	Recom	2.16
Dividend Gr. 3/5Y	7.45% 5.88%	Current Ratio	2.73	EPS Q/Q	22.52%	SMA20	3.22%	Beta	1.27	Target Price	171.78
Payout	36.77%	Debt/Eq	0.53	Sales Q/Q	16.93%	SMA50	6.62%	Rel Volume	0.84	Prev Close	158.54
Employees	49000	LT Debt/Eq	0.48	Earnings	Apr 30 AMC	SMA200	0.34%	Avg Volume	9.40M	Price	159.26
IPO	Dec 13, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.05% 1.80%	Trades		Volume	7,929,005	Change	0.45%

Date	Action	Analyst	Rating Change	Price Target Change
May-09-25	Initiated	Seaport Research Partners	Neutral
Apr-29-25	Resumed	JP Morgan	Overweight	$185
Jan-17-25	Reiterated	Barclays	Overweight	$200 → $185
Dec-09-24	Initiated	Melius	Hold	$180
Nov-12-24	Initiated	Loop Capital	Hold	$180
Oct-16-24	Reiterated	Citigroup	Neutral	$200 → $185
Oct-08-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Aug-12-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Aug-02-24	Upgrade	DZ Bank	Hold → Buy	$210
Jul-17-24	Downgrade	HSBC Securities	Buy → Hold	$200
Jun-04-24	Reiterated	TD Cowen	Buy	$200 → $235
May-31-24	Reiterated	BofA Securities	Buy	$180 → $245
Apr-23-24	Initiated	The Benchmark Company	Buy	$200
Apr-16-24	Initiated	Evercore ISI	In-line	$177
Feb-01-24	Reiterated	TD Cowen	Outperform	$160 → $170
Feb-01-24	Downgrade	Citigroup	Buy → Neutral	$160
Jan-23-24	Initiated	Cantor Fitzgerald	Neutral	$150
Jan-12-24	Upgrade	Citigroup	Neutral → Buy	$160
Dec-08-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$119 → $132
Aug-09-23	Downgrade	Daiwa Securities	Buy → Outperform	$125

Show Previous Ratings

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QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Palkhiwala Akash J.	CFO & COO	Jun 02 '25	Sale	146.10	3,333	486,965	49,779	Jun 02 08:13 PM
AKASH PALKHIWALA	Chief Financial Officer	Jun 02 '25	Proposed Sale	146.63	3,333	488,718		Jun 02 05:38 PM
QUALCOMM INC/DE	10% Owner	May 23 '25	Sale	16.00	412,500	6,600,000	0	May 28 07:31 PM
ACHOUR BAAZIZ	Chief Technology Officer	May 20 '25	Option Exercise	0.00	3,826	0	84,371	May 21 04:23 PM
MARTIN NEIL	SVP, Finance and CAO	May 20 '25	Option Exercise	0.00	1,622	0	2,083	May 21 04:23 PM
MARTIN NEIL	SVP, Finance and CAO	May 21 '25	Sale	153.70	786	120,808	736	May 21 04:23 PM
NEIL A MARTIN	Officer	May 21 '25	Proposed Sale	153.70	786	120,808		May 21 04:11 PM
Palkhiwala Akash J.	CFO & COO	May 05 '25	Sale	139.77	3,333	465,846	53,112	May 05 07:27 PM
AKASH PALKHIWALA	Chief Financial Officer	May 05 '25	Proposed Sale	139.44	3,333	464,754		May 05 05:22 PM
ACE HEATHER S	Chief Human Resources Officer	May 02 '25	Sale	137.74	1,600	220,384	22,793	May 02 04:55 PM
ACE HEATHER S	Officer	May 02 '25	Proposed Sale	137.74	1,600	220,384		May 02 10:10 AM
Palkhiwala Akash J.	CFO & COO	Apr 09 '25	Sale	141.11	648	91,442	56,445	Apr 10 04:34 PM
Palkhiwala Akash J.	CFO & COO	Apr 08 '25	Sale	133.28	635	84,633	57,093	Apr 08 08:29 PM
Palkhiwala Akash J.	CFO & COO	Apr 07 '25	Sale	131.10	269	35,267	57,728	Apr 08 08:29 PM
Palkhiwala Akash J.	CFO & COO	Apr 04 '25	Sale	132.10	1,781	235,262	57,997	Apr 07 04:25 PM
Akash Palkhiwala	Chief Financial Officer	Apr 04 '25	Proposed Sale	139.42	3,333	464,687		Apr 04 04:12 PM
ACE HEATHER S	Chief Human Resources Officer	Mar 12 '25	Sale	154.24	1,600	246,784	24,393	Mar 12 07:26 PM
ACE HEATHER S	Officer	Mar 12 '25	Proposed Sale	154.24	1,600	246,784		Mar 12 10:33 AM
ACEVEDO SYLVIA	Director	Mar 09 '25	Option Exercise	0.00	1,901	0	1,959	Mar 10 04:31 PM
Henderson Jeffrey William	Director	Mar 09 '25	Option Exercise	0.00	1,901	0	8,309	Mar 10 04:30 PM
Johnson Gregory N	Director	Mar 09 '25	Option Exercise	0.00	1,901	0	5,048	Mar 10 04:30 PM
LIVERMORE ANN M	Director	Mar 09 '25	Option Exercise	0.00	1,901	0	34,774	Mar 10 04:30 PM
MCLAUGHLIN MARK D	Director	Mar 09 '25	Option Exercise	0.00	1,901	0	26,009	Mar 10 04:30 PM
Miller Jamie S	Director	Mar 09 '25	Option Exercise	0.00	1,901	0	6,018	Mar 10 04:29 PM
THOMPSON JAMES H	Officer	Mar 05 '25	Proposed Sale	153.35	46,375	7,111,584		Mar 05 05:44 PM
Palkhiwala Akash J.	CFO & COO	Mar 03 '25	Sale	156.82	3,337	523,292	59,778	Mar 03 06:40 PM
AKASH PALKHIWALA	Chief Financial Officer	Mar 03 '25	Proposed Sale	153.62	3,337	512,630		Mar 03 05:41 PM
ACHOUR BAAZIZ	Chief Technology Officer	Feb 20 '25	Option Exercise	0.00	1,130	0	80,951	Feb 21 04:51 PM
MARTIN NEIL	SVP, Finance and CAO	Feb 20 '25	Option Exercise	0.00	1,612	0	1,800	Feb 21 04:50 PM
MARTIN NEIL	SVP, Finance and CAO	Feb 21 '25	Sale	174.83	744	130,074	461	Feb 21 04:50 PM
NEIL A MARTIN	Officer	Feb 21 '25	Proposed Sale	174.83	744	130,074		Feb 21 04:03 PM
Palkhiwala Akash J.	CFO & COO	Feb 12 '25	Sale	169.80	3,000	509,397	63,115	Feb 12 07:33 PM
Akash Palkhiwala	Chief Financial Officer	Feb 12 '25	Proposed Sale	170.29	3,000	510,870		Feb 12 04:36 PM
ROGERS ALEXANDER H	President QTL & Global Affairs	Feb 10 '25	Sale	169.83	19,287	3,275,553	20,762	Feb 10 06:29 PM
ALEXANDER H ROGERS	Officer	Feb 10 '25	Proposed Sale	169.83	19,287	3,275,552		Feb 10 04:02 PM
Palkhiwala Akash J.	CFO & COO	Jan 02 '25	Sale	154.62	3,000	463,851	66,021	Jan 03 04:38 PM
Akash Palkhiwala	Chief Financial Officer	Jan 02 '25	Proposed Sale	153.64	3,000	460,920		Jan 02 04:45 PM
ACE HEATHER S	Chief Human Resources Officer	Dec 15 '24	Option Exercise	0.00	8,037	0	16,702	Dec 16 05:41 PM
AMON CRISTIANO R	President & CEO	Dec 15 '24	Option Exercise	0.00	43,445	0	317,396	Dec 16 05:40 PM
CHAPLIN ANN C	General Counsel&Corp Secretary	Dec 15 '24	Option Exercise	0.00	10,204	0	27,357	Dec 16 05:40 PM
CHAPLIN ANN C	General Counsel&Corp Secretary	Dec 16 '24	Sale	158.12	2,587	409,056	19,739	Dec 16 05:40 PM
Palkhiwala Akash J.	CFO & COO	Dec 15 '24	Option Exercise	0.00	17,873	0	77,746	Dec 16 05:40 PM
ROGERS ALEXANDER H	President QTL & Global Affairs	Dec 15 '24	Option Exercise	0.00	13,030	0	45,802	Dec 16 05:39 PM
THOMPSON JAMES H	Chief Technology Officer	Dec 15 '24	Option Exercise	0.00	20,530	0	251,216	Dec 16 05:39 PM
ANN CHAPLIN	Officer	Dec 16 '24	Proposed Sale	158.12	2,587	409,056		Dec 16 04:15 PM
CHAPLIN ANN C	General Counsel&Corp Secretary	Dec 10 '24	Sale	160.59	7,717	1,239,288	17,153	Dec 11 05:33 PM
ROGERS ALEXANDER H	President QTL & Global Affairs	Dec 10 '24	Sale	160.59	10,373	1,665,781	33,383	Dec 11 05:33 PM
ANN CHAPLIN	Officer	Dec 10 '24	Proposed Sale	160.59	7,717	1,239,288		Dec 10 04:04 PM
ALEXANDER H ROGERS	Officer	Dec 10 '24	Proposed Sale	160.59	10,373	1,665,780		Dec 10 04:02 PM
Palkhiwala Akash J.	CFO & COO	Dec 05 '24	Sale	161.54	3,000	484,617	48,778	Dec 06 04:18 PM
Akash Palkhiwala	Chief Financial Officer	Dec 05 '24	Proposed Sale	160.39	3,000	481,170		Dec 05 05:35 PM
MARTIN NEIL	SVP, Finance and CAO	Nov 20 '24	Option Exercise	0.00	2,275	0	2,369	Nov 21 05:36 PM
MARTIN NEIL	SVP, Finance and CAO	Nov 21 '24	Sale	155.00	1,304	202,120	94	Nov 21 05:36 PM
NEIL A MARTIN	Officer	Nov 21 '24	Proposed Sale	155.00	1,304	202,120		Nov 21 04:03 PM
Palkhiwala Akash J.	CFO & COO	Nov 14 '24	Sale	163.78	3,000	491,349	51,778	Nov 15 04:12 PM
Akash Palkhiwala	Chief Financial Officer	Nov 14 '24	Proposed Sale	163.97	3,000	491,910		Nov 14 05:36 PM
THOMPSON JAMES H	Chief Technology Officer	Nov 08 '24	Sale	172.09	8,000	1,376,720	211,321	Nov 12 04:06 PM
JAMES H THOMPSON	Officer	Nov 08 '24	Proposed Sale	172.09	8,000	1,376,720		Nov 08 04:24 PM
CHAPLIN ANN C	General Counsel&Corp Secretary	Nov 01 '24	Option Exercise	0.00	5,812	0	15,918	Nov 04 04:15 PM
CHAPLIN ANN C	General Counsel&Corp Secretary	Nov 04 '24	Sale	165.06	1,901	313,779	12,007	Nov 04 04:15 PM
ANN CHAPLIN	Officer	Nov 04 '24	Proposed Sale	165.06	1,901	313,779		Nov 04 04:04 PM
THOMPSON JAMES H	Chief Technology Officer	Oct 01 '24	Option Exercise	0.00	9,575	0	222,939	Oct 02 04:56 PM
THOMPSON JAMES H	Chief Technology Officer	Oct 01 '24	Sale	169.80	8,000	1,358,400	213,364	Oct 02 04:56 PM
ROGERS ALEXANDER H	President QTL & Global Affairs	Oct 01 '24	Option Exercise	0.00	5,319	0	37,190	Oct 02 04:55 PM
ROGERS ALEXANDER H	President QTL & Global Affairs	Oct 02 '24	Sale	166.15	3,245	539,157	32,231	Oct 02 04:55 PM
Palkhiwala Akash J.	CFO & COO	Oct 01 '24	Option Exercise	0.00	5,107	0	56,544	Oct 02 04:55 PM
Palkhiwala Akash J.	CFO & COO	Oct 01 '24	Sale	165.95	3,000	497,848	51,437	Oct 02 04:55 PM
AMON CRISTIANO R	President & CEO	Oct 01 '24	Option Exercise	0.00	17,022	0	249,777	Oct 02 04:55 PM
ACE HEATHER S	Chief Human Resources Officer	Oct 01 '24	Option Exercise	0.00	2,926	0	28,919	Oct 02 04:55 PM
ALEXANDER H ROGERS	Officer	Oct 02 '24	Proposed Sale	166.15	3,245	539,157		Oct 02 04:03 PM
Akash Palkhiwala	Chief Financial Officer	Oct 01 '24	Proposed Sale	165.78	3,000	497,340		Oct 01 05:03 PM
JAMES H THOMPSON	Officer	Oct 01 '24	Proposed Sale	169.80	8,000	1,358,400		Oct 01 04:05 PM
MARTIN NEIL	SVP, Finance and CAO	Sep 05 '24	Sale	163.08	774	126,224	94	Sep 06 04:13 PM
NEIL A MARTIN	Officer	Sep 05 '24	Proposed Sale	163.08	774	126,224		Sep 05 04:02 PM
Palkhiwala Akash J.	CFO & COO	Sep 03 '24	Sale	165.99	3,000	497,980	54,437	Sep 04 04:07 PM
THOMPSON JAMES H	Chief Technology Officer	Sep 03 '24	Sale	171.72	8,000	1,373,760	221,987	Sep 04 04:06 PM
Akash Palkhiwala	Chief Financial Officer	Sep 03 '24	Proposed Sale	163.24	3,000	489,720		Sep 03 05:18 PM
JAMES H THOMPSON	Officer	Sep 03 '24	Proposed Sale	171.72	8,000	1,373,760		Sep 03 04:08 PM
MARTIN NEIL	SVP, Finance and CAO	Aug 20 '24	Option Exercise	0.00	1,183	0	1,277	Aug 21 04:22 PM
Palkhiwala Akash J.	CFO & COO	Aug 08 '24	Sale	162.89	3,000	488,662	57,437	Aug 09 04:05 PM
THOMPSON JAMES H	Chief Technology Officer	Aug 08 '24	Sale	164.40	4,539	746,212	0	Aug 09 04:05 PM
Akash Palkhiwala	Chief Financial Officer	Aug 08 '24	Proposed Sale	164.95	3,000	494,850		Aug 08 05:01 PM
THOMPSON JAMES H	Chief Technology Officer	Aug 02 '24	Sale	160.50	8,000	1,284,000	229,987	Aug 05 05:03 PM
JAMES H THOMPSON	Officer	Aug 02 '24	Proposed Sale	160.50	8,000	1,284,000		Aug 02 04:01 PM
Palkhiwala Akash J.	CFO & COO	Jul 05 '24	Sale	205.61	3,000	616,815	60,343	Jul 08 05:39 PM
THOMPSON JAMES H	Chief Technology Officer	Jul 01 '24	Sale	199.47	8,000	1,595,760	237,893	Jul 01 04:38 PM

Open in Screener

LIF

Life360 Inc

Jun 30 • 04:00PM ET

65.25

Dollar change +3.13
Percentage change 5.05	%

Technology • Software - Application • USA • NASD

Peers: GOOGL AAPL MSFT AMZN TSLA INTC CSCO ADBE NFLX NVDA

| Held by: VTI VB VGT VBK IWM FTEC IWO FBCG DFAS VTWO

Index	RUT	P/E	699.36	EPS (ttm)	0.09	Insider Own	12.61%	Shs Outstand	76.42M	Perf Week	5.62%
Market Cap	4.99B	Forward P/E	57.33	EPS next Y	1.14	Insider Trans	-3.00%	Shs Float	66.89M	Perf Month	3.51%
Enterprise Value	4.83B	PEG	12.61	EPS next Q	0.14	Inst Own	25.48%	Short Float	4.07%	Perf Quarter	68.91%
Income	9.60M	P/S	12.58	EPS this Y	38.28%	Inst Trans	258.09%	Short Ratio	3.45	Perf Half Y	54.88%
Sales	396.88M	P/B	13.25	EPS next Y	55.85%	ROA	2.48%	Short Interest	2.73M	Perf YTD	58.11%
Book/sh	4.92	P/C	29.57	EPS next 5Y	55.46%	ROE	3.12%	52W High	65.79 -0.81%	Perf Year	102.95%
Cash/sh	2.21	P/FCF	152.85	EPS past 3/5Y	54.01% 40.39%	ROIC	2.55%	52W Low	28.94 125.47%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	417.77	Sales past 3/5Y	48.85% 44.51%	Gross Margin	76.27%	Volatility	3.20% 3.30%	Perf 5Y	-
Dividend TTM	-	EV/Sales	12.16	EPS Y/Y TTM	133.99%	Oper. Margin	0.15%	ATR (14)	2.32	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	3.23	Sales Y/Y TTM	26.15%	Profit Margin	2.42%	RSI (14)	65.07	Recom	1.23
Dividend Gr. 3/5Y	- -	Current Ratio	3.36	EPS Q/Q	136.79%	SMA20	4.10%	Beta	3.42	Target Price	62.05
Payout	-	Debt/Eq	0.00	Sales Q/Q	32.47%	SMA50	18.12%	Rel Volume	1.91	Prev Close	62.12
Employees	569	LT Debt/Eq	0.00	Earnings	May 12 AMC	SMA200	43.37%	Avg Volume	790.12K	Price	65.25
IPO	Jun 06, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	6380.77% 2.22%	Trades		Volume	1,508,751	Change	5.05%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-17-25	Upgrade	UBS	Neutral → Buy	$52 → $55
Aug-09-24	Initiated	Jefferies	Buy	$43
Jul-02-24	Initiated	Stifel	Buy	$37
Jun-20-24	Initiated	JMP Securities	Mkt Outperform	$38
Jun-17-24	Initiated	Loop Capital	Buy	$36
Jun-17-24	Initiated	Evercore ISI	Outperform	$37
Jun-17-24	Initiated	Canaccord Genuity	Buy	$40

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09:04AM	Life360 Enhances Ad Platform With Launch of Place Ads and Uplift, Redefining Real-World Targeting and Measurement (GlobeNewswire)
Jun-10-25 04:22PM	'Circle' In On The Next Palantir, Nvidia Or Hot IPO. Here's How. (Investor's Business Daily)
Jun-05-25 04:38PM	Life360 Announces Closing of Upsized $320 Million Offering of 0.00% Convertible Senior Notes (GlobeNewswire)
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01:54AM	Life360 Announces Pricing of Upsized Convertible Senior Notes Offering (GlobeNewswire)
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May-13-25 05:00PM	Life360 Inc (LIFX) Q1 2025 Earnings Call Highlights: Record Growth in Users and Revenue Amid ... (GuruFocus.com) +20.42%
04:19PM	Life360 Stock Rockets After First-Quarter Earnings Beat (Investor's Business Daily)
May-12-25 04:50PM	Life360: Q1 Earnings Snapshot (Associated Press Finance) +8.29%
04:43PM	Family Tracker App Life360 Finds Mixed First-Quarter Report (Investor's Business Daily)
04:30PM	Life360 Reports Record Q1 2025 Results (GlobeNewswire)
02:07PM	Aura and Life360 Announce Strategic Partnership (PR Newswire)
May-09-25 12:55PM	These IPO Stocks Make Elite List of 50, Two Are In Buy Zones (Investor's Business Daily)
Apr-07-25 04:31PM	Life360: Profitability Arrives As Growth Continues (Seeking Alpha)
Mar-23-25 06:00AM	These tech companies are building healthier social media habits for kids (FastCompany)
Mar-20-25 09:00AM	Life360 Adds a Touch of Kawaii With Tile X Hello Kitty , a Limited-Edition Collection in Partnership With Sanrio (GlobeNewswire)
Mar-19-25 09:00AM	Life360 Appoints Former Amazon Cybersecurity Lead Vari Bindra as Chief Information Security Officer (GlobeNewswire)
Mar-11-25 04:41PM	Apple Dominates Smart Tag Market With AirTags (Investor's Business Daily)
Mar-03-25 07:58PM	Life360, Inc. (LIF) Expands Into AI-Powered Advertising with Fantix Acquisition (Insider Monkey) -7.88%
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Feb-08-25 07:00AM	I Cant Track You? Well Have to Break Up (The Wall Street Journal)
Jan-31-25 04:37PM	Life360 to Announce Q4 and Full Year 2024 Financial Results on February 27, 2025 (GlobeNewswire)
Jan-17-25 03:33PM	Marketers Say Theres No Substitute for TikTok. Heres What Theyll Try Anyway. (The Wall Street Journal) +6.90%
Nov-21-24 08:52AM	Life360 Named One of the Fastest-Growing Companies in North America on the 2024 Deloitte Technology Fast 500 (GlobeNewswire)
Nov-12-24 06:08PM	Life360 Tops Subscriber Goal, But Q3 Results Are Mixed (Investor's Business Daily) -8.21%
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Oct-01-24 09:01AM	Surveillance Parents Face the Ultimate Firewall: Freshman Year (The Wall Street Journal)
Sep-17-24 08:22PM	Life360 Set to Join Russell 2000 and 3000 Indexes (GlobeNewswire)
Sep-16-24 11:00AM	LIFE360 LAUNCHES NEW TILE TRACKER LINE WITH FIRST-EVER INTEGRATED SOS FEATURE (PR Newswire)
Sep-05-24 11:15AM	Life360 Unveils Advertising Platform to Connect Brands with Its Engaged Community of 40 Million U.S. Monthly Active Users (PR Newswire)
Aug-09-24 04:57PM	Tech, Media & Telecom Roundup: Market Talk (The Wall Street Journal) +9.13%
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Aug-04-24 10:14PM	Nikkei Falls 12%, Biggest Loss Since 1987 (The Wall Street Journal)
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Jun-17-24 12:00PM	Life360 Continues Momentum with 2 Million Global Subscriber Circles (PR Newswire)
Jun-06-24 03:11AM	Life360 Announces Pricing of U.S. Initial Public Offering (PR Newswire)

Life360, Inc. engages in the development of location sharing mobile applications. It offers mobile applications, which include features that range from communications to driving safety and location sharing. It operates through the following geographical segments: North America, Europe, Middle East, and Africa, and Other International Regions. The company was founded by Chris Hulls, Dilpreet Singh, and Alex Haro in 2007 and is headquartered in San Mateo, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Morin Brit	Director	Jun 30 '25	Proposed Sale	63.23	448	28,327		Jun 30 09:57 AM
Stick Susan L.	General Counsel	Jun 25 '25	Sale	62.33	500	31,165	106,422	Jun 26 05:58 PM
Antonoff Lauren	Chief Operating Officer	Jun 24 '25	Sale	62.50	4,546	284,125	312,324	Jun 26 05:53 PM
Stick Susan L.	Officer	Jun 25 '25	Proposed Sale	62.33	500	31,165		Jun 25 10:37 AM
Antonoff Lauren	Officer	Jun 24 '25	Proposed Sale	62.50	4,546	284,125		Jun 24 10:42 AM
Morin Brit	Director	Jun 13 '25	Option Exercise	7.59	38,107	289,276	74,026	Jun 17 05:57 PM
Morin Brit	Director	Jun 13 '25	Sale	61.14	47,584	2,909,286	26,442	Jun 17 05:57 PM
Prober Charles J.	Director	Jun 13 '25	Option Exercise	11.18	7,942	88,792	113,398	Jun 17 05:54 PM
Prober Charles J.	Director	Jun 13 '25	Sale	61.63	7,942	489,465	105,456	Jun 17 05:54 PM
Burke Russell John	Chief Financial Officer	Jun 12 '25	Option Exercise	3.58	10,000	35,800	205,730	Jun 13 05:04 PM
Stick Susan L.	General Counsel	Jun 11 '25	Sale	63.12	500	31,560	106,922	Jun 13 05:00 PM
Morin Brit	Director	Jun 13 '25	Proposed Sale	61.63	47,584	2,932,602		Jun 13 02:59 PM
Prober Charles J.	Director	Jun 13 '25	Proposed Sale	61.63	7,942	489,465		Jun 13 01:15 PM
Burke Russell John	Chief Financial Officer	Jun 10 '25	Sale	64.13	3,030	194,300	195,730	Jun 12 05:02 PM
Stick Susan L.	Officer	Jun 11 '25	Proposed Sale	63.12	500	31,560		Jun 11 09:48 AM
Antonoff Lauren	Chief Operating Officer	Jun 06 '25	Sale	64.59	18,808	1,214,809	316,870	Jun 10 03:30 PM
Stick Susan L.	General Counsel	Jun 06 '25	Sale	64.59	3,387	218,766	107,422	Jun 10 03:29 PM
Burke Russell John	Officer	Jun 10 '25	Proposed Sale	64.12	12,342	791,369		Jun 10 10:43 AM
Antonoff Lauren	Officer	Jun 06 '25	Proposed Sale	64.59	18,808	1,214,831		Jun 06 04:45 PM
Stick Susan L.	Officer	Jun 06 '25	Proposed Sale	64.59	3,387	218,770		Jun 06 04:24 PM
COGHLAN JOHN PHILIP	Director	Jun 02 '25	Sale	61.03	3,125	190,719	29,778	Jun 02 07:44 PM
Antonoff Lauren	Chief Operating Officer	May 27 '25	Sale	62.23	4,546	282,898	335,678	May 29 07:44 PM
Stick Susan L.	General Counsel	May 27 '25	Sale	62.23	500	31,115	110,809	May 29 07:41 PM
Burke Russell John	Chief Financial Officer	May 23 '25	Sale	60.07	3,104	186,457	209,083	May 28 04:22 PM
Antonoff Lauren	Officer	May 27 '25	Proposed Sale	62.23	4,546	282,898		May 27 11:21 AM
Stick Susan L.	Officer	May 27 '25	Proposed Sale	62.23	500	31,115		May 27 09:54 AM
Stick Susan L.	General Counsel	May 12 '25	Sale	46.89	500	23,445	111,309	May 13 05:23 PM
Burke Russell John	Chief Financial Officer	May 09 '25	Sale	44.94	3,104	139,494	212,187	May 13 05:21 PM
Stick Susan L.	Officer	May 12 '25	Proposed Sale	46.89	500	23,445		May 12 10:09 AM
COGHLAN JOHN PHILIP	Director	May 01 '25	Sale	43.30	3,125	135,312	32,903	May 05 05:21 PM
Stick Susan L.	General Counsel	Apr 25 '25	Sale	39.00	500	19,500	111,809	Apr 28 08:16 PM
Burke Russell John	Chief Financial Officer	Apr 24 '25	Sale	39.21	3,104	121,717	215,291	Apr 28 08:15 PM
Antonoff Lauren	Chief Operating Officer	Apr 24 '25	Sale	38.78	4,546	176,294	340,224	Apr 28 08:14 PM
Stick Susan L.	Officer	Apr 25 '25	Proposed Sale	39.00	500	19,500		Apr 25 09:37 AM
Antonoff Lauren	Officer	Apr 24 '25	Proposed Sale	38.78	4,546	176,294		Apr 24 09:42 AM
Burke Russell John	Chief Financial Officer	Apr 14 '25	Option Exercise	3.58	20,000	71,600	228,395	Apr 15 04:40 PM
Stick Susan L.	General Counsel	Apr 11 '25	Sale	33.73	500	16,865	112,309	Apr 15 04:39 PM
Burke Russell John	Chief Financial Officer	Apr 10 '25	Sale	34.39	3,104	106,737	208,395	Apr 11 04:46 PM
Stick Susan L.	Officer	Apr 11 '25	Proposed Sale	33.73	500	16,863		Apr 11 09:36 AM
COGHLAN JOHN PHILIP	Director	Apr 01 '25	Sale	37.86	3,125	118,312	34,286	Apr 03 06:49 PM
Antonoff Lauren	Chief Operating Officer	Mar 28 '25	Sale	38.38	5,500	211,090	312,302	Mar 31 05:13 PM
Antonoff Lauren	Officer	Mar 28 '25	Proposed Sale	38.38	5,500	211,099		Mar 28 03:16 PM
Stick Susan L.	General Counsel	Mar 25 '25	Sale	40.26	500	20,130	85,752	Mar 27 05:04 PM
Antonoff Lauren	Chief Operating Officer	Mar 24 '25	Sale	38.64	4,546	175,657	317,802	Mar 26 07:38 PM
Burke Russell John	Chief Financial Officer	Mar 24 '25	Sale	39.35	3,104	122,145	181,857	Mar 26 07:36 PM
Stick Susan L.	Officer	Mar 25 '25	Proposed Sale	40.26	500	20,130		Mar 25 09:53 AM
Antonoff Lauren	Officer	Mar 24 '25	Proposed Sale	38.64	4,546	175,657		Mar 24 09:46 AM
Stick Susan L.	General Counsel	Mar 11 '25	Sale	40.29	500	20,145	86,252	Mar 13 08:06 PM
Synge James	Director	Mar 10 '25	Sale	43.43	25,000	1,085,843	241,944	Mar 12 07:39 PM
COGHLAN JOHN PHILIP	Director	Mar 10 '25	Sale	42.53	3,125	132,906	35,669	Mar 12 07:32 PM
Burke Russell John	Chief Financial Officer	Mar 10 '25	Option Exercise	3.58	20,000	71,600	188,065	Mar 12 07:28 PM
Burke Russell John	Chief Financial Officer	Mar 10 '25	Sale	42.51	3,104	131,951	184,961	Mar 12 07:28 PM
Goines Mark	Director	Mar 07 '25	Sale	42.00	30,000	1,260,000	36,272	Mar 11 07:25 PM
Stick Susan L.	Officer	Mar 11 '25	Proposed Sale	40.29	500	20,145		Mar 11 10:11 AM
Stick Susan L.	General Counsel	Mar 06 '25	Sale	42.08	2,822	118,750	86,752	Mar 10 06:50 PM
Antonoff Lauren	Chief Operating Officer	Mar 06 '25	Sale	42.08	13,106	551,500	280,663	Mar 10 06:35 PM
COGHLAN JOHN PHILIP	Director	Mar 10 '25	Proposed Sale	42.53	12,500	531,571		Mar 10 10:52 AM
Burke Russell John	Officer	Mar 10 '25	Proposed Sale	43.00	18,624	800,739		Mar 10 10:39 AM
Prober Charles J.	Director	Mar 04 '25	Option Exercise	11.18	50,000	559,000	152,742	Mar 06 05:09 PM
Prober Charles J.	Director	Mar 04 '25	Sale	41.52	50,000	2,075,830	102,742	Mar 06 05:09 PM
Stick Susan L.	Officer	Mar 06 '25	Proposed Sale	42.08	2,822	118,760		Mar 06 04:25 PM
Antonoff Lauren	Officer	Mar 06 '25	Proposed Sale	42.08	13,106	551,548		Mar 06 04:14 PM
Goines Mark	Officer	Mar 06 '25	Proposed Sale	42.00	30,000	1,260,000		Mar 06 04:04 PM
Stick Susan L.	General Counsel	Feb 28 '25	Sale	45.14	11,000	496,540	89,574	Mar 04 04:50 PM
Prober Charles J.	Director	Mar 04 '25	Proposed Sale	41.51	50,000	2,075,677		Mar 04 04:16 PM
Stick Susan L.	Officer	Feb 28 '25	Proposed Sale	45.14	11,000	496,502		Feb 28 04:46 PM
Antonoff Lauren	Chief Operating Officer	Feb 25 '25	Sale	42.17	14,091	594,249	293,769	Feb 27 06:39 PM
Burke Russell John	Chief Financial Officer	Feb 24 '25	Sale	43.60	3,104	135,334	142,546	Feb 26 05:42 PM
Antonoff Lauren	Officer	Feb 25 '25	Proposed Sale	43.98	14,091	619,722		Feb 25 02:19 PM
Burke Russell John	Chief Financial Officer	Feb 10 '25	Sale	44.94	3,104	139,494	145,650	Feb 12 07:12 PM
Burke Russell John	Chief Financial Officer	Jan 24 '25	Sale	46.78	3,104	145,205	148,754	Jan 28 04:50 PM
Burke Russell John	Chief Financial Officer	Jan 10 '25	Sale	42.74	3,104	132,665	151,858	Jan 14 04:04 PM
Burke Russell John	Chief Financial Officer	Dec 23 '24	Sale	41.41	3,104	128,537	154,962	Dec 26 02:11 PM
Burke Russell John	Chief Financial Officer	Dec 09 '24	Option Exercise	3.58	12,000	42,960	161,170	Dec 11 06:46 PM
Burke Russell John	Chief Financial Officer	Dec 10 '24	Sale	43.97	3,104	136,483	158,066	Dec 11 06:46 PM
Burke Russell John	Officer	Dec 10 '24	Proposed Sale	43.97	18,624	818,882		Dec 10 02:08 PM
Synge James	Director	Nov 26 '24	Sale	44.28	25,000	1,106,957	266,944	Nov 27 06:05 PM
Goines Mark	Director	Nov 22 '24	Sale	40.70	50,000	2,035,000	76,272	Nov 26 07:32 PM
Goines Mark	Director	Nov 25 '24	Sale	43.89	10,000	438,900	66,272	Nov 26 07:32 PM
COGHLAN JOHN PHILIP	Director	Nov 19 '24	Sale	41.50	10,000	415,000	41,628	Nov 21 09:48 PM
Goines Mark	Director	Nov 21 '24	Proposed Sale	43.04	60,000	2,582,400		Nov 21 02:06 PM
COGHLAN JOHN PHILIP	Director	Nov 19 '24	Proposed Sale	41.34	10,000	413,400		Nov 19 01:07 PM
Christopher Robin Hulls	Officer	Nov 15 '24	Proposed Sale	43.88	772,545	33,899,275		Nov 15 10:24 AM
Hulls Chris	Chief Executive Officer	Nov 15 '24	Sale	41.02	556,569	22,830,460	952,696	Nov 15 09:28 AM
Hulls Chris	Chief Executive Officer	Nov 15 '24	Sale	41.02	215,976	8,859,336	0	Nov 15 09:28 AM
Prober Charles J.	Director	Sep 10 '24	Option Exercise	11.18	40,000	447,200	152,742	Sep 12 06:57 PM
Prober Charles J.	Director	Sep 11 '24	Sale	32.45	40,000	1,298,068	0	Sep 12 06:57 PM
Charles J. Prober	Director	Sep 11 '24	Proposed Sale	33.15	40,000	1,326,000		Sep 11 06:40 PM
Synge James	Director	Sep 06 '24	Sale	37.42	33,485	1,253,009	33,617	Sep 09 04:39 PM
Synge James	Director	Sep 09 '24	Sale	37.04	33,617	1,245,174	0	Sep 09 04:39 PM
Synge James	Director	Sep 05 '24	Sale	37.34	3,471	129,607	67,102	Sep 09 04:39 PM
Burke Russell John	Chief Financial Officer	Aug 19 '24	Option Exercise	3.58	28,000	100,240	163,108	Aug 20 02:33 PM

Open in Screener

SKYW

Skywest Inc

Jun 30 • 04:00PM ET

102.97

Dollar change -0.43
Percentage change -0.42	%

Industrials • Airlines • USA • NASD

Peers: DAL UAL LUV AAL JBLU ALK SAVE ALGT MESA

| Held by: IJR AVUV VTI IWM VB VXF VBR IWN IJT SPSM

Index	RUT	P/E	11.79	EPS (ttm)	8.73	Insider Own	3.63%	Shs Outstand	40.56M	Perf Week	5.30%
Market Cap	4.17B	Forward P/E	9.85	EPS next Y	10.46	Insider Trans	-4.52%	Shs Float	39.00M	Perf Month	0.61%
Enterprise Value	6.06B	PEG	0.83	EPS next Q	2.36	Inst Own	91.68%	Short Float	2.90%	Perf Quarter	16.01%
Income	363.21M	P/S	1.13	EPS this Y	20.31%	Inst Trans	0.01%	Short Ratio	3.26	Perf Half Y	-0.35%
Sales	3.67B	P/B	1.69	EPS next Y	11.86%	ROA	5.15%	Short Interest	1.13M	Perf YTD	2.84%
Book/sh	61.00	P/C	5.55	EPS next 5Y	14.23%	ROE	15.66%	52W High	135.57 -24.05%	Perf Year	27.74%
Cash/sh	18.56	P/FCF	12.18	EPS past 3/5Y	52.20% 3.26%	ROIC	7.88%	52W Low	64.61 59.37%	Perf 3Y	389.87%
Dividend Est.	0.10 (0.10%)	EV/EBITDA	6.64	Sales past 3/5Y	9.14% 3.49%	Gross Margin	22.91%	Volatility	2.30% 2.58%	Perf 5Y	212.79%
Dividend TTM	-	EV/Sales	1.65	EPS Y/Y TTM	217.24%	Oper. Margin	14.55%	ATR (14)	2.86	Perf 10Y	548.83%
Dividend Ex-Date	Mar 30, 2020	Quick Ratio	0.66	Sales Y/Y TTM	20.53%	Profit Margin	9.89%	RSI (14)	58.62	Recom	1.25
Dividend Gr. 3/5Y	- -	Current Ratio	0.76	EPS Q/Q	66.34%	SMA20	2.82%	Beta	1.89	Target Price	120.75
Payout	0.00%	Debt/Eq	1.07	Sales Q/Q	18.02%	SMA50	5.66%	Rel Volume	1.82	Prev Close	103.40
Employees	14610	LT Debt/Eq	0.86	Earnings	Apr 24 AMC	SMA200	4.56%	Avg Volume	347.18K	Price	102.97
IPO	Jun 26, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.59% 0.17%	Trades		Volume	631,915	Change	-0.42%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-08-25	Upgrade	Goldman	Neutral → Buy	$117
Nov-15-24	Resumed	Goldman	Neutral	$119
Nov-05-24	Reiterated	TD Cowen	Buy	$95 → $120
Jun-04-24	Reiterated	TD Cowen	Buy	$85 → $95
Feb-05-24	Upgrade	TD Cowen	Market Perform → Outperform	$55 → $68
Aug-31-23	Upgrade	Raymond James	Mkt Perform → Outperform	$55
Jun-15-23	Upgrade	Deutsche Bank	Hold → Buy	$46
Apr-03-23	Upgrade	Raymond James	Underperform → Mkt Perform
Dec-16-22	Resumed	Goldman	Sell	$15
Sep-08-22	Downgrade	Raymond James	Mkt Perform → Underperform
Apr-27-22	Downgrade	Raymond James	Outperform → Mkt Perform
Feb-04-22	Downgrade	Raymond James	Strong Buy → Outperform	$63 → $48
Feb-04-22	Downgrade	Deutsche Bank	Buy → Hold	$65 → $39
Dec-15-21	Downgrade	Cowen	Outperform → Market Perform	$50 → $42
Feb-22-21	Upgrade	Deutsche Bank	Hold → Buy	$65
Dec-11-20	Downgrade	Deutsche Bank	Buy → Hold	$39 → $45
Jun-05-20	Downgrade	Evercore ISI	Outperform → In-line
Mar-16-20	Upgrade	Goldman	Neutral → Buy	$73 → $58
Mar-12-20	Upgrade	Argus	Hold → Buy
Nov-05-19	Initiated	Stephens	Overweight

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SkyWest, Inc. is a holding company, which engages in the provision of scheduled passenger services in the United States of America, Canada, Mexico and the Caribbean. It operates through the SkyWest Airlines and SWC, and SkyWest Leasing segments. The SkyWest Airlines and SWC segment provides all other revenue and operating expenses. The SkyWest Leasing segment includes revenue attributed from ownership cost earned under the applicable cost and fixed fee flying contracts. The company was founded in 1972 and is headquartered in St. George, UT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SIMMONS ROBERT J	CHIEF FINANCIAL OFFICER	Jun 03 '25	Sale	103.75	17,000	1,763,825	131,203	Jun 05 06:27 PM
SIMMONS ROBERT J	Officer	Jun 03 '25	Proposed Sale	103.75	17,000	1,763,825		Jun 03 04:41 PM
Steel Wade J	CHIEF COMMERCIAL OFFICER	May 28 '25	Sale	101.02	15,000	1,515,252	119,416	May 30 05:07 PM
Childs Russell A	PRESIDENT & CEO	May 27 '25	Sale	100.91	17,000	1,715,436	449,242	May 29 05:48 PM
Steel Wade J	Officer	May 28 '25	Proposed Sale	101.02	15,000	1,515,253		May 28 05:05 PM
Childs Russell A	Officer	May 27 '25	Proposed Sale	100.91	17,000	1,715,435		May 27 04:11 PM
Wooley Greg	EXEC VP OPERATIONS	Feb 18 '25	Sale	105.73	14,545	1,537,889	68,737	Feb 20 06:46 PM
Wooley Greg	Officer	Feb 18 '25	Proposed Sale	105.73	14,545	1,537,889		Feb 18 05:41 PM
SIMMONS ROBERT J	CHIEF FINANCIAL OFFICER	Feb 10 '25	Sale	113.57	6,000	681,401	175,067	Feb 12 07:01 PM
Robert J Simmons	Officer	Feb 10 '25	Proposed Sale	113.57	6,000	681,402		Feb 10 08:14 PM
Woodward Eric	CHIEF ACCOUNTING OFFICER	Nov 06 '24	Sale	111.53	4,000	446,116	44,426	Nov 08 06:51 PM
MITTELSTAEDT RONALD J	Director	Nov 06 '24	Sale	112.06	25,000	2,801,585	11,283	Nov 08 06:50 PM
Childs Russell A	PRESIDENT & CEO	Nov 06 '24	Sale	111.47	27,903	3,110,217	349,548	Nov 08 06:49 PM
SIMMONS ROBERT J	CHIEF FINANCIAL OFFICER	Nov 05 '24	Sale	105.02	16,485	1,731,304	113,539	Nov 07 06:48 PM
Steel Wade J	CHIEF COMMERCIAL OFFICER	Nov 05 '24	Sale	104.48	19,079	1,993,288	97,654	Nov 07 06:41 PM
RDM MANAGEMENT	Board member	Nov 06 '24	Proposed Sale	112.06	25,000	2,801,585		Nov 07 04:47 PM
Woodward Eric	Officer	Nov 06 '24	Proposed Sale	111.53	4,000	446,116		Nov 06 04:21 PM
Childs Russell A	Officer	Nov 06 '24	Proposed Sale	111.47	27,903	3,110,217		Nov 06 04:20 PM
SIMMONS ROBERT J	Officer	Nov 05 '24	Proposed Sale	105.02	16,485	1,731,304		Nov 05 04:14 PM
Steel Wade J	Officer	Nov 05 '24	Proposed Sale	104.48	19,079	1,993,288		Nov 05 04:13 PM

ALHC Alignment Healthcare Inc daily Stock Chart

Peers: UNH CNC CI HUM MOH HCA UHS SCHW AMN ACHC

| Held by: VTI VB IWM VXF VBK IWO VTWO SCHA FESM VHT

Index	RUT	P/E	-	EPS (ttm)	-0.47	Insider Own	33.72%	Shs Outstand	197.67M	Perf Week	0.21%
Market Cap	2.77B	Forward P/E	-	EPS next Y	-0.09	Insider Trans	-35.77%	Shs Float	131.13M	Perf Month	-6.04%
Enterprise Value	-	PEG	-	EPS next Q	-0.07	Inst Own	59.24%	Short Float	7.73%	Perf Quarter	-23.50%
Income	-90.63M	P/S	0.92	EPS this Y	48.46%	Inst Trans	-7.57%	Short Ratio	2.91	Perf Half Y	30.60%
Sales	3.00B	P/B	25.59	EPS next Y	73.90%	ROA	-11.86%	Short Interest	10.13M	Perf YTD	24.44%
Book/sh	0.55	P/C	-	EPS next 5Y	-	ROE	-75.82%	52W High	21.06 -33.52%	Perf Year	84.45%
Cash/sh	-	P/FCF	145.24	EPS past 3/5Y	16.08% -22.95%	ROIC	-20.71%	52W Low	7.44 88.17%	Perf 3Y	18.54%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	32.29% 28.99%	Gross Margin	-	Volatility	2.85% 3.81%	Perf 5Y	-
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	43.50%	Oper. Margin	-2.19%	ATR (14)	0.57	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	-	Sales Y/Y TTM	49.12%	Profit Margin	-3.02%	RSI (14)	40.33	Recom	1.92
Dividend Gr. 3/5Y	- -	Current Ratio	1.69	EPS Q/Q	80.86%	SMA20	-4.06%	Beta	1.17	Target Price	18.40
Payout	-	Debt/Eq	3.05	Sales Q/Q	47.46%	SMA50	-9.43%	Rel Volume	0.78	Prev Close	13.85
Employees	1679	LT Debt/Eq	3.05	Earnings	May 01 AMC	SMA200	-0.02%	Avg Volume	3.48M	Price	14.00
IPO	Mar 26, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	60.54% 4.36%	Trades		Volume	2,710,743	Change	1.08%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-03-24	Upgrade	Stephens	Equal-Weight → Overweight	$13 → $17
Oct-11-24	Initiated	KeyBanc Capital Markets	Sector Weight
May-30-24	Upgrade	BofA Securities	Neutral → Buy	$7.75 → $11
May-30-24	Initiated	Robert W. Baird	Outperform	$10
May-08-24	Upgrade	Piper Sandler	Neutral → Overweight	$6 → $8
Mar-06-24	Initiated	Barclays	Underweight	$4.50
Mar-06-24	Downgrade	Piper Sandler	Overweight → Neutral	$12 → $6
Jan-24-24	Initiated	Stifel	Buy	$11
Nov-02-23	Downgrade	BofA Securities	Buy → Neutral	$7.50 → $7.25
Oct-16-23	Upgrade	Raymond James	Outperform → Strong Buy	$9 → $10
Oct-12-23	Initiated	Stephens	Equal-Weight	$9
May-01-23	Upgrade	Raymond James	Mkt Perform → Outperform	$9
Feb-23-23	Downgrade	JP Morgan	Overweight → Neutral	$22 → $12
Nov-21-22	Downgrade	Raymond James	Outperform → Mkt Perform
Sep-08-22	Resumed	Piper Sandler	Overweight	$19
May-26-22	Upgrade	BofA Securities	Neutral → Buy	$18 → $14
Dec-14-21	Initiated	Goldman	Buy	$20
Dec-03-21	Initiated	JP Morgan	Overweight	$20
Sep-10-21	Initiated	Cowen	Outperform	$24
Aug-12-21	Initiated	Barclays	Overweight	$25

Show Previous Ratings

Jun-26-25 04:04AM	5 Must-Read Analyst Questions From Alignment Healthcare's Q1 Earnings Call (StockStory)
Jun-10-25 08:00AM	Alignment Healthcare Founder and CEO John Kao Named to AHIP Board (GlobeNewswire)
Jun-05-25 11:31PM	Unpacking Q1 Earnings: Alignment Healthcare (NASDAQ:ALHC) In The Context Of Other Health Insurance Providers Stocks (StockStory)
Jun-03-25 08:00AM	Alignment Healthcare Named to 2025 Fortune 1000 List Following Strong Revenue Growth (GlobeNewswire)
May-21-25 08:00AM	Alignment Healthcare to Present at William Blair 45th Annual Growth Stock Conference (GlobeNewswire)
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May-20-25 09:40AM	Are Medical Stocks Lagging Alignment Healthcare (ALHC) This Year? (Zacks)
May-19-25 08:00AM	Alignment Health Plan Recognized as One of Two Medicare Advantage Prescription Drug Plans in the U.S. for Excellence in Pharmacy Quality (GlobeNewswire)
06:20AM	Should First Trust Small Cap Core AlphaDEX ETF (FYX) Be on Your Investing Radar? (Zacks)
May-15-25 04:45PM	ALHC Q1 Earnings Call: Membership Growth and Margin Expansion Drive Upbeat Outlook (StockStory) +5.91%
May-11-25 05:14PM	Is Alignment Healthcare (ALHC) the Best Performing Healthcare Stock to Buy Now? (Insider Monkey)
May-07-25 04:55AM	Fidelity Select Health Care Portfolio Q1 2025 Commentary (Seeking Alpha)
May-03-25 06:38AM	Why Alignment Healthcare, Inc. (ALHC) Went Down On Friday (Insider Monkey)
May-02-25 01:23PM	Q1 2025 Alignment Healthcare Inc Earnings Call (Thomson Reuters StreetEvents) -7.39%
09:14AM	Alignment Healthcare, Inc. (ALHC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
03:19AM	Alignment Healthcare Inc (ALHC) Q1 2025 Earnings Call Highlights: Strong Growth and Strategic ... (GuruFocus.com)
07:00PM	Loading…
May-01-25 07:00PM	Compared to Estimates, Alignment Healthcare (ALHC) Q1 Earnings: A Look at Key Metrics (Zacks) -5.36%
05:30PM	Alignment Healthcare (ALHC) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:26PM	Alignment Healthcare: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Alignment Healthcare Reports Strong First Quarter 2025 Results; Exceeds High-End of Expectations On 4 Critical KPIs; Raises Midpoint of 2025 Guidance; Announces CFO Transition (GlobeNewswire)
Apr-29-25 12:00PM	All You Need to Know About Alignment Healthcare (ALHC) Rating Upgrade to Buy (Zacks)
Apr-28-25 08:00AM	Alignment Healthcare to Present at the BofA Securities Healthcare Conference (GlobeNewswire)
06:20AM	Is First Trust Small Cap Core AlphaDEX ETF (FYX) a Strong ETF Right Now? (Zacks)
Apr-23-25 06:22PM	Is Alignment Healthcare, Inc. (ALHC) the Best Multibagger Stock to Buy According to Billionaires? (Insider Monkey)
Apr-21-25 09:29PM	Is Alignment Healthcare Inc (ALHC) The Top Falling Stock with Unusual Volume? (Insider Monkey)
Apr-15-25 08:26AM	Strength Seen in Charles River (CRL): Can Its 6.9% Jump Turn into More Strength? (Zacks)
08:00AM	Alignment Healthcare Strengthens Leadership to Scale its AI-Enabled Medicare Advantage Platform with Two Key Appointments (GlobeNewswire)
Apr-11-25 08:00AM	Alignment Healthcare to Announce First Quarter 2025 Financial Results and Host Conference Call Thursday, May 1, 2025 (GlobeNewswire)
Apr-09-25 05:39AM	Why Alignment Healthcare Inc. (ALHC) Surged On Tuesday? (Insider Monkey)
05:00AM	Alignment Healthcare (ALHC) Surges 6.3%: Is This an Indication of Further Gains? (Zacks)
Apr-08-25 06:00PM	Alignment Healthcare: Not Aligned For My Portfolio, Despite Great News (Seeking Alpha) +6.34%
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Apr-03-25 05:10AM	Spotting Winners: Alignment Healthcare (NASDAQ:ALHC) And Health Insurance Providers Stocks In Q4 (StockStory)
Mar-26-25 06:20AM	Is First Trust Small Cap Growth AlphaDEX ETF (FYC) a Strong ETF Right Now? (Zacks)
Mar-24-25 05:08AM	2 Reasons to Like ALHC and 1 to Stay Skeptical (StockStory)
Mar-21-25 04:21PM	These Seven Risky Bets Take The Shine Off Gold; One Looks To Extend 46% Gain (Investor's Business Daily)
Mar-19-25 08:10AM	Alignment Healthcare, Sutter Health renew long-term, strategic collaboration (TipRanks)
06:20AM	Should First Trust Small Cap Core AlphaDEX ETF (FYX) Be on Your Investing Radar? (Zacks)
06:20AM	Should First Trust Small Cap Growth AlphaDEX ETF (FYC) Be on Your Investing Radar? (Zacks)
Mar-18-25 08:00AM	Sutter Health and Alignment Healthcare Renew Long-Term, Strategic Collaboration (GlobeNewswire)
05:03AM	Q4 Earnings Outperformers: Clover Health (NASDAQ:CLOV) And The Rest Of The Health Insurance Providers Stocks (StockStory)
Mar-11-25 09:40AM	Is Alignment Healthcare (ALHC) Stock Outpacing Its Medical Peers This Year? (Zacks)
Mar-05-25 04:01AM	Health Insurance Providers Stocks Q4 Highlights: Molina Healthcare (NYSE:MOH) (StockStory)
Mar-03-25 04:03AM	Health Insurance Providers Q4 Earnings: Progyny (NASDAQ:PGNY) Simply the Best (StockStory)
Feb-28-25 01:55PM	Why Are Alignment Healthcare (ALHC) Shares Soaring Today (StockStory) +16.48%
11:09AM	Q4 2024 Alignment Healthcare Inc Earnings Call (Thomson Reuters StreetEvents)
08:00AM	Alignment Healthcare to Present at the Leerink Global Healthcare Conference and KeyBanc Capital Markets Healthcare Forum (GlobeNewswire)
02:44AM	Alignment Healthcare Inc (ALHC) Q4 2024 Earnings Call Highlights: Record Membership Growth and ... (GuruFocus.com)
Feb-27-25 06:00PM	Compared to Estimates, Alignment Healthcare (ALHC) Q4 Earnings: A Look at Key Metrics (Zacks)
05:40PM	Alignment Healthcare (ALHC) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:43PM	Alignment Healthcare: Q4 Earnings Snapshot (Associated Press Finance)
04:06PM	Alignment Healthcare (NASDAQ:ALHC) Reports Bullish Q4, Stock Soars (StockStory)
04:01PM	Alignment Healthcare Reports Fourth Quarter and Full-Year 2024 Results; Provides Full-Year 2025 Financial Guidance (GlobeNewswire)
Feb-26-25 08:13AM	What To Expect From Alignment Healthcares (ALHC) Q4 Earnings (StockStory)
07:30AM	What To Expect From Alignment Healthcare Inc (ALHC) Q4 2024 Earnings (GuruFocus.com)
Feb-25-25 09:15AM	Insights Into Alignment Healthcare (ALHC) Q4: Wall Street Projections for Key Metrics (Zacks)
Feb-20-25 02:00PM	CVS Health Stock Gets RS Rating Upgrade (Investor's Business Daily)
Feb-14-25 04:10AM	3 Reasons ALHC is Risky and 1 Stock to Buy Instead (StockStory)
Feb-06-25 08:00AM	Alignment Healthcare to Announce Fourth Quarter and Full-Year 2024 Financial Results and Host Conference Call Thursday, Feb. 27, 2025 (GlobeNewswire)
Jan-16-25 09:04PM	Lightning Round: Amazon is a multi-year move, it'll be higher longterm (CNBC TV)
Jan-15-25 05:27AM	Alignment Healthcare names new president as insurer eyes growth (Healthcare Dive)
Jan-13-25 03:17PM	Alignment Healthcare Reports Membership Growth, Names New President, Shares Surge (GuruFocus.com) +13.64%
08:30AM	Alignment Healthcare Announces Industry-Leading Membership Growth and Promotion of Dawn Maroney to President (GlobeNewswire)
Dec-30-24 08:00AM	UPDATE Alignment Healthcare to Present at the 43rd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-20-24 08:00AM	Alignment Healthcare to Present at the 43rd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-04-24 06:46AM	Alignment Healthcare upgraded to Overweight from Equal Weight at Stephens (TipRanks)
Nov-25-24 10:00AM	Alignment Health Plan Expands Access to Care in Arizona through Enhanced Agreement with Arizona Priority Care (GlobeNewswire)
Nov-15-24 06:00AM	Alignment Healthcare Announces Private Convertible Senior Notes Transaction (GlobeNewswire) -10.48%
Nov-04-24 08:00AM	Alignment Healthcare to Present at UBS Global Healthcare Conference and Stephens Annual Investment Conference (GlobeNewswire)
Oct-30-24 12:12PM	Q3 2024 Alignment Healthcare Inc Earnings Call (Thomson Reuters StreetEvents)
11:00AM	Alignment Health Plan Named a Best Medicare Advantage Insurer in Nevada by U.S. News & World Report (GlobeNewswire)
11:00AM	Alignment Health Plan Named a Best Medicare Advantage Insurer in California by U.S. News & World Report (GlobeNewswire)
11:00AM	Alignment Health Plan Named a Best Medicare Advantage Insurer in Arizona by U.S. News & World Report (GlobeNewswire)
08:00AM	Alignment Health Plan Named a Best Medicare Advantage Insurer in North Carolina by U.S. News & World Report for Third Consecutive Year (GlobeNewswire)
03:16AM	Alignment Healthcare Inc (ALHC) Q3 2024 Earnings Call Highlights: Strong Membership Growth and ... (GuruFocus.com)
Oct-29-24 07:00PM	Compared to Estimates, Alignment Healthcare (ALHC) Q3 Earnings: A Look at Key Metrics (Zacks)
05:35PM	Alignment Healthcare (ALHC) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:36PM	Alignment Healthcare: Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	Alignment Healthcare Reports Third Quarter 2024 Results (GlobeNewswire)
Oct-28-24 09:05AM	Alignment Healthcare Inc (ALHC) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-22-24 10:01AM	Alignment Healthcare (ALHC) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release (Zacks)
Oct-18-24 08:00AM	Alignment Healthcare to Announce Third Quarter 2024 Financial Results and Host Conference Call Tuesday, Oct. 29, 2024 (GlobeNewswire)
Oct-11-24 08:00AM	Alignment Healthcare Continues to Deliver High-Quality Medicare Advantage Plans, 4 Stars or Greater for 98% of Members in 2025 (GlobeNewswire)
Oct-03-24 11:00AM	Alignment Health Plan Expands Provider Network with Intermountain Health, Enhancing Care Access in Nevada (GlobeNewswire)
08:21AM	Alignment Healthcare (ALHC) Moves 12.7% Higher: Will This Strength Last? (Zacks)
Oct-02-24 08:11AM	Alignment Healthcare introduces 2025 Medicare Advantage Plans (TipRanks) +12.65%
Oct-01-24 08:00AM	Alignment Health Plan Introduces 2025 Medicare Advantage Plans to Address Diverse Care Needs of Seniors, from Cost Concerns to Chronic Conditions (GlobeNewswire) -15.40%
Sep-09-24 03:27PM	Humana, Alignment Stocks Are Dropping. Whats Behind the Decline. (Barrons.com)
Sep-05-24 08:00AM	Alignment Health Named One of Newsweek's World's Most Trustworthy Companies in 2024 (GlobeNewswire)
Aug-29-24 08:00AM	Alignment Health Plan Ranks No. 2 in Customer Satisfaction Among Medicare Advantage Plans in California in J.D. Power Study (GlobeNewswire)
Aug-28-24 08:00AM	Alignment Healthcare to Present at Baird Global Healthcare Conference (GlobeNewswire)
Aug-21-24 08:00AM	Aging in Place, Lack of Transportation and Access, and Economic Insecurity Are Top Three Social Barriers to U.S. Senior Health (GlobeNewswire)
Aug-16-24 07:03PM	Insider Sale: President of Markets Dawn Maroney Sells 20,000 Shares of Alignment Healthcare Inc ... (GuruFocus.com)
04:30PM	Alignment Healthcare Updates its Board of Directors (GlobeNewswire)
Aug-01-24 07:30PM	Alignment Healthcare (ALHC) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:35PM	Alignment Healthcare (ALHC) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:35PM	Alignment Healthcare: Q2 Earnings Snapshot (Associated Press Finance)
04:01PM	Alignment Healthcare Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-30-24 08:00AM	Better Health Outcomes for Seniors, Improved Access to Care and Reduced Environmental Footprint Are Top Achievements Noted in Alignment Healthcare's 3rd Annual ESG Report (GlobeNewswire)
Jul-20-24 01:07AM	Insider Sale: Director Joseph Konowiecki Sells 25,000 Shares of Alignment Healthcare Inc (ALHC) (GuruFocus.com)
01:06AM	Insider Sale: President of Markets Dawn Maroney Sells 100,000 Shares of Alignment Healthcare ... (GuruFocus.com)
Jul-18-24 07:01PM	Insider Sale: Chief Experience Officer Hakan Kardes Sells 25,000 Shares of Alignment Healthcare ... (GuruFocus.com)

Alignment Healthcare, Inc. is a holding company, which offers a consumer-centric platform that delivers customized health care solutions to seniors and those who need it most, the chronically ill and frail, through its Medicare Advantage plans. It offers health plan options through Alignment Health Plan, and partners with select health plans to help deliver better benefits at lower costs. The company was founded by John E. Kao in 2013 and is headquartered in Orange, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KAO JOHN E	Chief Executive Officer	Jun 16 '25	Sale	14.48	90,000	1,302,849	1,733,100	Jun 17 07:42 PM
Maroney Dawn Christine	President	Jun 16 '25	Sale	14.48	30,000	434,280	2,072,899	Jun 17 07:40 PM
JEK TRUST U/A DTD 02/08/2021	Director	Jun 16 '25	Proposed Sale	14.94	560,000	8,366,400		Jun 16 04:31 PM
Wagner Andreas P.	Chief Human Resources Officer	Jun 11 '25	Sale	15.26	19,399	296,042	204,075	Jun 13 04:32 PM
Scavo Robert L.	Chief Information Officer	Jun 10 '25	Sale	14.60	60,000	876,048	642,953	Jun 12 05:47 PM
Scavo Robert L.	Chief Information Officer	Jun 11 '25	Sale	15.20	40,863	621,207	602,090	Jun 12 05:47 PM
KAO JOHN E	Chief Executive Officer	Jun 11 '25	Sale	15.27	90,000	1,374,201	1,823,100	Jun 12 05:45 PM
ANDREAS WAGNER	Officer	Jun 11 '25	Proposed Sale	14.65	19,399	284,195		Jun 11 04:25 PM
ROBERT L SCAVO	Officer	Jun 10 '25	Proposed Sale	14.78	100,863	1,490,755		Jun 10 04:23 PM
General Atlantic (ALN HLTH), L	Director	May 19 '25	Sale	15.28	17,000,000	259,760,000	44,302,175	May 21 07:01 PM
GENERAL ATLANTIC, L.P.	Director	May 19 '25	Sale	15.28	17,000,000	259,760,000	44,302,175	May 21 07:01 PM
General Atlantic (ALN HLTH), L	Affliliate	May 19 '25	Proposed Sale	16.24	17,000,000	276,080,000		May 19 08:10 PM
Maroney Dawn Christine	President	May 14 '25	Sale	14.87	30,000	446,237	2,102,899	May 14 05:03 PM
KAO JOHN E	Chief Executive Officer	May 12 '25	Sale	14.84	90,000	1,335,429	1,913,100	May 14 05:01 PM
DAWN MARONEY	Officer	May 14 '25	Proposed Sale	14.05	120,000	1,686,000		May 14 04:30 PM
JOYCE CHRISTOPHER J	Chief Legal and Admin. Officer	May 01 '25	Sale	16.87	25,000	421,828	390,022	May 02 04:29 PM
CHRISTOPHER JOYCE	Officer	May 01 '25	Proposed Sale	17.72	40,491	717,501		May 01 04:50 PM
Maroney Dawn Christine	President	Apr 14 '25	Sale	19.10	230,000	4,392,195	2,132,899	Apr 16 05:04 PM
KAO JOHN E	Chief Executive Officer	Apr 14 '25	Sale	19.10	90,000	1,718,721	2,003,100	Apr 16 05:02 PM
JEK TRUST U/A DTD 02/08/2021	Director	Apr 14 '25	Proposed Sale	19.74	270,000	5,329,800		Apr 14 04:19 PM
DAWN MARONEY	Officer	Apr 14 '25	Proposed Sale	19.74	230,000	4,540,200		Apr 14 04:19 PM
JOYCE CHRISTOPHER J	Chief Legal and Admin. Officer	Apr 01 '25	Sale	18.47	25,000	461,632	415,022	Apr 02 07:05 PM
Scavo Robert L.	Chief Information Officer	Mar 27 '25	Sale	17.89	2,864	51,237	702,953	Mar 28 08:30 PM
Kardes Hakan	Chief Experience Officer	Mar 27 '25	Sale	17.89	7,225	129,255	678,987	Mar 28 08:29 PM
Maroney Dawn Christine	President	Mar 27 '25	Sale	17.89	11,152	199,509	2,362,899	Mar 28 08:29 PM
Freeman Robert Thomas	Chief Financial Officer	Mar 27 '25	Sale	17.89	6,744	120,650	1,464,419	Mar 28 08:28 PM
KAO JOHN E	Chief Executive Officer	Mar 27 '25	Sale	17.89	34,430	615,953	4,923,186	Mar 28 08:27 PM
Robert Scavo	Chief Information Officer	Mar 27 '25	Proposed Sale	17.89	2,864	51,251		Mar 28 07:10 PM
Hakan Kardes	Chief Experience Officer	Mar 27 '25	Proposed Sale	17.89	7,225	129,290		Mar 28 07:10 PM
Thomas Freeman	Chief Financial Officer	Mar 27 '25	Proposed Sale	17.89	6,744	120,682		Mar 28 07:09 PM
Dawn Maroney	President	Mar 27 '25	Proposed Sale	17.89	11,152	199,563		Mar 28 07:08 PM
John Kao	Chief Executive Officer	Mar 27 '25	Proposed Sale	17.89	34,430	616,119		Mar 28 07:07 PM
Kim Hyong	Chief Medical Officer	Mar 20 '25	Sale	17.22	26,734	460,301	509,367	Mar 21 07:12 PM
HYONG J KIM	Officer	Mar 20 '25	Proposed Sale	17.19	26,734	459,557		Mar 20 04:20 PM
Wagner Andreas P.	Chief Human Resources Officer	Mar 19 '25	Sale	16.40	7,632	125,172	223,474	Mar 19 09:56 PM
Wagner Andreas P.	Chief Human Resources Officer	Mar 18 '25	Sale	16.89	4,888	82,561	231,106	Mar 19 09:56 PM
Burzacchi Sebastian	COO - Mgmt Services Org	Mar 19 '25	Sale	16.40	6,694	109,788	250,378	Mar 19 09:55 PM
Scavo Robert L.	Chief Information Officer	Mar 19 '25	Sale	16.40	7,234	118,645	705,817	Mar 19 09:54 PM
Scavo Robert L.	Chief Information Officer	Mar 18 '25	Sale	16.89	3,923	66,262	713,051	Mar 19 09:54 PM
Kardes Hakan	Chief Experience Officer	Mar 18 '25	Sale	17.01	25,000	425,192	692,814	Mar 19 09:53 PM
Kardes Hakan	Chief Experience Officer	Mar 19 '25	Sale	16.40	6,602	108,279	686,212	Mar 19 09:53 PM
JOYCE CHRISTOPHER J	Chief Legal and Admin. Officer	Mar 19 '25	Sale	16.40	11,016	180,673	440,022	Mar 19 09:52 PM
JOYCE CHRISTOPHER J	Chief Legal and Admin. Officer	Mar 18 '25	Sale	16.89	6,725	113,589	451,038	Mar 19 09:52 PM
Kim Hyong	Chief Medical Officer	Mar 19 '25	Sale	16.40	8,266	135,571	536,101	Mar 19 09:50 PM
Maroney Dawn Christine	President	Mar 18 '25	Sale	16.89	27,114	457,972	2,390,586	Mar 19 09:50 PM
Maroney Dawn Christine	President	Mar 19 '25	Sale	16.40	16,535	271,189	2,374,051	Mar 19 09:50 PM
Freeman Robert Thomas	Chief Financial Officer	Mar 18 '25	Sale	16.89	13,815	233,344	1,482,595	Mar 19 09:49 PM
Freeman Robert Thomas	Chief Financial Officer	Mar 19 '25	Sale	16.40	11,432	187,495	1,471,163	Mar 19 09:49 PM
KAO JOHN E	Chief Executive Officer	Mar 19 '25	Sale	16.40	34,101	559,289	4,957,616	Mar 19 09:48 PM
KAO JOHN E	Chief Executive Officer	Mar 18 '25	Sale	16.89	27,535	465,083	4,991,717	Mar 19 09:48 PM
HAKAN KARDES	Officer	Mar 18 '25	Proposed Sale	16.09	25,000	402,250		Mar 18 04:30 PM
Robert Scavo	Chief Information Officer	Mar 19 '25	Proposed Sale	15.00	5,000	75,000		Mar 18 01:17 PM
Christopher Joyce	Chief Legal & Admin. Officer	Mar 19 '25	Proposed Sale	15.00	8,000	120,000		Mar 18 01:16 PM
Dawn Maroney	President	Mar 19 '25	Proposed Sale	15.00	30,000	450,000		Mar 18 01:13 PM
Thomas Freeman	Chief Financial Officer	Mar 19 '25	Proposed Sale	15.00	15,500	232,500		Mar 18 01:10 PM
John Kao	Chief Executive Officer	Mar 19 '25	Proposed Sale	15.00	32,000	480,000		Mar 18 01:09 PM
Andreas Wagner	Chief Human Resources Officer	Mar 19 '25	Proposed Sale	15.00	5,500	82,500		Mar 18 01:07 PM
Maroney Dawn Christine	President	Mar 17 '25	Sale	15.99	30,000	479,688	2,417,700	Mar 17 05:57 PM
DAWN CHRISTINE MARONEY	Officer	Mar 17 '25	Proposed Sale	15.79	30,000	473,700		Mar 17 04:37 PM
Robert Scavo	Chief Information Officer	Mar 18 '25	Proposed Sale	15.02	9,000	135,180		Mar 17 01:26 PM
Andreas Wagner	Chief Human Resources Officer	Mar 18 '25	Proposed Sale	15.02	9,000	135,180		Mar 17 12:44 PM
Hakan Kardes	Chief Experience Officer	Mar 18 '25	Proposed Sale	15.02	8,000	120,160		Mar 17 12:40 PM
Hyong (Ken) Kim	Chief Medical Officer	Mar 18 '25	Proposed Sale	15.02	10,000	150,200		Mar 17 12:38 PM
Dawn Maroney	President	Mar 18 '25	Proposed Sale	15.02	19,000	285,380		Mar 17 12:36 PM
Thomas Freeman	Chief Financial Officer	Mar 18 '25	Proposed Sale	15.02	13,000	195,260		Mar 17 12:34 PM
John Kao	Chief Executive Officer	Mar 18 '25	Proposed Sale	15.02	39,000	585,780		Mar 17 12:31 PM
Christopher Joyce	Chief Legal & Admin. Officer	Mar 18 '25	Proposed Sale	15.02	13,000	195,260		Mar 17 12:28 PM
Sebastian Burzacchi	Chief Operating Officer - MSO	Mar 18 '25	Proposed Sale	15.02	8,000	120,160		Mar 17 12:26 PM
Scavo Robert L.	Chief Information Officer	Mar 12 '25	Sale	15.43	5,313	81,967	668,106	Mar 13 05:07 PM
Kardes Hakan	Chief Experience Officer	Mar 12 '25	Sale	15.43	4,856	74,916	678,137	Mar 13 05:03 PM
Maroney Dawn Christine	President	Mar 12 '25	Sale	15.43	27,243	420,293	2,276,732	Mar 13 05:02 PM
Freeman Robert Thomas	Chief Financial Officer	Mar 12 '25	Sale	15.43	14,692	226,662	1,402,862	Mar 13 05:01 PM
KAO JOHN E	Chief Executive Officer	Mar 11 '25	Sale	15.36	90,000	1,382,229	2,093,100	Mar 13 05:00 PM
KAO JOHN E	Chief Executive Officer	Mar 12 '25	Sale	15.43	53,122	819,542	4,680,542	Mar 13 05:00 PM
Robert Scavo	Chief Information Officer	Mar 12 '25	Proposed Sale	15.02	6,000	90,120		Mar 10 08:54 PM
Dawn Maroney	President	Mar 12 '25	Proposed Sale	15.02	30,000	450,600		Mar 10 08:53 PM
Thomas Freeman	Chief Financial Officer	Mar 12 '25	Proposed Sale	15.02	16,000	240,320		Mar 10 08:53 PM
John Kao	Chief Executive Officer	Mar 12 '25	Proposed Sale	15.02	58,000	871,160		Mar 10 08:53 PM
Hakan Kardes	Chief Experience Officer	Mar 12 '25	Proposed Sale	15.02	5,500	82,610		Mar 10 08:51 PM
Kim Hyong	Chief Medical Officer	Mar 07 '25	Sale	15.06	21,574	324,927	486,302	Mar 07 06:37 PM
HYONG J KIM	Officer	Mar 07 '25	Proposed Sale	15.25	21,574	329,004		Mar 07 04:20 PM
Scavo Robert L.	Chief Information Officer	Mar 06 '25	Sale	15.53	55,403	860,409	673,419	Mar 06 07:35 PM
Maroney Dawn Christine	President	Mar 06 '25	Sale	15.53	278,917	4,331,581	2,303,975	Mar 06 07:33 PM
Kim Hyong	Chief Medical Officer	Mar 05 '25	Sale	15.72	13,394	210,539	515,502	Mar 06 07:31 PM
Kim Hyong	Chief Medical Officer	Mar 06 '25	Sale	15.53	7,626	118,432	507,876	Mar 06 07:31 PM
Freeman Robert Thomas	Chief Financial Officer	Mar 04 '25	Sale	15.58	250,000	3,895,775	1,635,849	Mar 06 07:28 PM
Freeman Robert Thomas	Chief Financial Officer	Mar 06 '25	Sale	15.53	218,295	3,390,121	1,417,554	Mar 06 07:28 PM
KAO JOHN E	Chief Executive Officer	Mar 06 '25	Sale	15.53	554,713	8,614,693	4,733,664	Mar 06 07:27 PM
JOYCE CHRISTOPHER J	Chief Legal and Admin. Officer	Mar 04 '25	Sale	15.58	25,000	389,615	397,845	Mar 06 07:25 PM
JOYCE CHRISTOPHER J	Chief Legal and Admin. Officer	Mar 06 '25	Sale	15.53	10,871	168,827	386,974	Mar 06 07:25 PM
Kardes Hakan	Chief Experience Officer	Mar 06 '25	Sale	15.53	86,659	1,345,814	682,993	Mar 06 07:23 PM
HYONG J KIM	Officer	Mar 05 '25	Proposed Sale	15.72	13,394	210,539		Mar 05 04:19 PM
Robert Scavo	Chief Information Officer	Mar 06 '25	Proposed Sale	15.52	60,000	931,200		Mar 05 01:09 PM
Christopher Joyce	Chief Legal & Admin. Officer	Mar 06 '25	Proposed Sale	15.52	12,000	186,240		Mar 05 01:05 PM
Dawn Maroney	President	Mar 06 '25	Proposed Sale	15.52	295,000	4,578,400		Mar 05 12:58 PM
John Kao	CEO	Mar 06 '25	Proposed Sale	15.52	585,000	9,079,200		Mar 05 12:52 PM
Thomas Freeman	Chief Financial Officer	Mar 06 '25	Proposed Sale	15.52	230,000	3,569,600		Mar 05 12:48 PM
Hyong (Ken) Kim	Chief Medical Officer	Mar 06 '25	Proposed Sale	15.52	9,000	139,680		Mar 05 12:45 PM
Hakan Kardes	Chief Experience Officer	Mar 06 '25	Proposed Sale	15.52	92,000	1,427,840		Mar 05 12:39 PM
CHRISTOPHER J. JOYCE	Officer	Mar 04 '25	Proposed Sale	15.52	50,000	776,000		Mar 04 05:10 PM

Open in Screener

ROKU

Roku Inc

Jun 30 • 04:00PM ET

87.89

Dollar change +0.95
Percentage change 1.09	%

Communication Services • Entertainment • USA • NASD

Peers: NFLX AMZN DIS GOOGL AAPL CMCSA T FOXA SONY SPOT

| Held by: ARKK VTI VB VXF VBK ARKW IWR ARKF VOX SCHM

Index	-	P/E	-	EPS (ttm)	-0.73	Insider Own	12.36%	Shs Outstand	129.53M	Perf Week	8.64%
Market Cap	12.89B	Forward P/E	137.72	EPS next Y	0.64	Insider Trans	-1.02%	Shs Float	128.54M	Perf Month	20.73%
Enterprise Value	11.21B	PEG	-	EPS next Q	-0.15	Inst Own	75.01%	Short Float	5.96%	Perf Quarter	21.24%
Income	-105.96M	P/S	3.03	EPS this Y	76.94%	Inst Trans	2.72%	Short Ratio	1.76	Perf Half Y	10.47%
Sales	4.25B	P/B	5.10	EPS next Y	411.00%	ROA	-2.54%	Short Interest	7.67M	Perf YTD	18.23%
Book/sh	17.22	P/C	5.71	EPS next 5Y	-	ROE	-4.34%	52W High	104.96 -16.26%	Perf Year	53.76%
Cash/sh	15.39	P/FCF	68.24	EPS past 3/5Y	- -11.45%	ROIC	-3.51%	52W Low	48.33 81.85%	Perf 3Y	-8.48%
Dividend Est.	-	EV/EBITDA	117.93	Sales past 3/5Y	14.16% 29.51%	Gross Margin	43.23%	Volatility	3.36% 3.60%	Perf 5Y	-31.27%
Dividend TTM	-	EV/Sales	2.64	EPS Y/Y TTM	81.72%	Oper. Margin	-4.04%	ATR (14)	3.19	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.74	Sales Y/Y TTM	17.30%	Profit Margin	-2.49%	RSI (14)	72.29	Recom	2.06
Dividend Gr. 3/5Y	- -	Current Ratio	2.86	EPS Q/Q	46.98%	SMA20	9.95%	Beta	2.12	Target Price	88.70
Payout	-	Debt/Eq	0.23	Sales Q/Q	15.79%	SMA50	22.03%	Rel Volume	0.69	Prev Close	86.94
Employees	3340	LT Debt/Eq	0.20	Earnings	May 01 AMC	SMA200	16.96%	Avg Volume	4.37M	Price	87.89
IPO	Sep 28, 2017	Option/Short	Yes / Yes	EPS/Sales Surpr.	27.09% 1.30%	Trades		Volume	3,008,253	Change	1.09%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-17-25	Upgrade	Loop Capital	Hold → Buy	$100
May-02-25	Reiterated	Pivotal Research Group	Buy	$125 → $100
Apr-17-25	Resumed	Piper Sandler	Neutral	$65
Apr-07-25	Upgrade	Redburn Atlantic	Neutral → Buy	$100
Mar-28-25	Initiated	FBN Securities	Outperform	$93
Mar-27-25	Resumed	BofA Securities	Buy	$100
Mar-04-25	Upgrade	MoffettNathanson	Sell → Neutral	$70
Feb-20-25	Upgrade	Jefferies	Underperform → Hold	$55 → $100
Feb-14-25	Upgrade	Wells Fargo	Equal Weight → Overweight	$74 → $129
Feb-14-25	Upgrade	Pivotal Research Group	Hold → Buy	$65 → $125
Jan-21-25	Initiated	JMP Securities	Mkt Outperform	$95
Jan-10-25	Downgrade	MoffettNathanson	Neutral → Sell	$55
Nov-22-24	Initiated	UBS	Neutral	$73
Nov-18-24	Upgrade	Robert W. Baird	Neutral → Outperform	$70 → $90
Oct-10-24	Reiterated	JP Morgan	Overweight	$90 → $92
Oct-01-24	Upgrade	MoffettNathanson	Sell → Neutral	$80
Sep-12-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$93
Sep-05-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$50 → $72
Aug-23-24	Upgrade	Guggenheim	Neutral → Buy	$75
May-02-24	Resumed	Jefferies	Underperform	$50

Show Previous Ratings

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Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company's website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Collier Charles	President, Roku Media	Jun 17 '25	Sale	85.00	3,590	305,150	7,380	Jun 18 06:45 PM
Jedda Dan	CFO	Jun 16 '25	Sale	81.32	1,500	121,980	80,632	Jun 18 06:43 PM
CHARLES COLLIER	Officer	Jun 17 '25	Proposed Sale	85.00	3,590	305,150		Jun 17 04:15 PM
DANIEL JEDDA	Officer	Jun 16 '25	Proposed Sale	81.32	1,500	121,980		Jun 16 04:13 PM
Wood Anthony J.	CEO and Chairman BOD	Jun 10 '25	Sale	80.27	25,000	2,006,857	0	Jun 11 06:01 PM
THE WOOD REVOCABLE TRUST U/A D	Director	Jun 10 '25	Proposed Sale	79.59	25,000	1,989,750		Jun 10 04:22 PM
Blackburn Jeffrey M	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	12,193	Jun 09 07:12 PM
Ahuja Ravi	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	7,782	Jun 09 07:11 PM
Fyfield Mai	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	5,288	Jun 09 07:09 PM
Fyfield Mai	Director	Jun 06 '25	Sale	78.50	914	71,749	4,374	Jun 09 07:09 PM
Hastings Jeff	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	7,782	Jun 09 07:08 PM
HODRICK LAURIE SIMON	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	6,108	Jun 09 07:07 PM
HUNT NEIL D	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	7,782	Jun 09 07:06 PM
LUNA GINA	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	6,108	Jun 09 07:04 PM
Rothrock Ray A.	Director	Jun 06 '25	Option Exercise	0.00	2,029	0	42,937	Jun 09 06:57 PM
Collier Charles	President, Roku Media	Jun 05 '25	Sale	75.00	7,181	538,575	10,970	Jun 06 06:31 PM
CHARLES COLLIER	Officer	Jun 05 '25	Proposed Sale	75.00	7,181	538,575		Jun 05 04:36 PM
Jedda Dan	CFO	Jun 02 '25	Option Exercise	0.00	21,912	0	90,755	Jun 04 07:55 PM
Ozgen Mustafa	Pres, Devices, Prod, and Tech	Jun 02 '25	Option Exercise	0.00	16,458	0	49,909	Jun 04 07:54 PM
Fuchsberg Gilbert	President, Subscriptions	Jun 02 '25	Option Exercise	0.00	12,600	0	60,766	Jun 04 07:54 PM
Wood Anthony J.	CEO and Chairman BOD	Jun 02 '25	Option Exercise	0.00	8,278	0	14,521	Jun 04 07:53 PM
Banks Matthew C.	VP, Corp Controller & CAO	Jun 02 '25	Option Exercise	0.00	4,647	0	11,490	Jun 04 07:52 PM
Banks Matthew C.	VP, Corp Controller & CAO	Jun 03 '25	Sale	72.98	629	45,904	8,555	Jun 04 07:52 PM
Collier Charles	President, Roku Media	Jun 02 '25	Option Exercise	0.00	29,340	0	33,130	Jun 04 07:51 PM
MATT BANKS	Officer	Jun 03 '25	Proposed Sale	72.98	629	45,904		Jun 03 04:04 PM
Wood Anthony J.	CEO and Chairman BOD	May 29 '25	Sale	75.00	25,000	1,875,000	0	May 30 06:40 PM
THE WOOD REVOCABLE TRUSTU/A DT	Director	May 29 '25	Proposed Sale	73.96	25,000	1,849,000		May 29 04:26 PM
Banks Matthew C.	VP, Corp Controller & CAO	May 01 '25	Sale	70.32	206	14,486	6,843	May 02 05:49 PM
MATT BANKS	Officer	May 01 '25	Proposed Sale	70.32	206	14,486		May 01 04:01 PM
Banks Matthew C.	VP, Corp Controller & CAO	Apr 01 '25	Sale	70.77	207	14,649	7,049	Apr 02 06:54 PM
MATT BANKS	Officer	Apr 01 '25	Proposed Sale	70.77	207	14,649		Apr 01 04:04 PM
Wood Anthony J.	CEO and Chairman BOD	Mar 21 '25	Sale	75.25	20,400	1,535,100	0	Mar 21 07:11 PM
Wood Anthony J.	CEO and Chairman BOD	Mar 20 '25	Sale	75.00	4,600	345,000	0	Mar 21 07:11 PM
Jedda Dan	CFO	Mar 20 '25	Sale	75.00	1,000	75,000	68,843	Mar 21 07:10 PM
THE WOOD REVOCABLE TRUSTU/A DT	Director	Mar 21 '25	Proposed Sale	73.82	20,400	1,505,928		Mar 21 04:20 PM
THE WOOD REVOCABLE TRUSTU/A DT	Director	Mar 20 '25	Proposed Sale	72.14	4,600	331,844		Mar 20 04:21 PM
DANIEL JEDDA	Officer	Mar 20 '25	Proposed Sale	75.00	1,000	75,000		Mar 20 04:11 PM
Fuchsberg Gilbert	President, Subscriptions	Mar 03 '25	Option Exercise	0.00	12,599	0	55,136	Mar 05 06:49 PM
Banks Matthew C.	VP, Corp Controller & CAO	Mar 03 '25	Option Exercise	0.00	4,708	0	11,551	Mar 05 06:48 PM
Banks Matthew C.	VP, Corp Controller & CAO	Mar 04 '25	Sale	80.36	1,906	153,169	7,256	Mar 05 06:48 PM
Collier Charles	President, Roku Media	Mar 03 '25	Option Exercise	0.00	29,339	0	29,539	Mar 05 06:47 PM
Collier Charles	President, Roku Media	Mar 04 '25	Sale	78.25	7,181	561,911	7,380	Mar 05 06:47 PM
Collier Charles	President, Roku Media	Mar 05 '25	Sale	85.00	3,590	305,150	3,790	Mar 05 06:47 PM
Ozgen Mustafa	Pres, Devices, Prod, and Tech	Mar 03 '25	Option Exercise	0.00	16,459	0	41,794	Mar 05 06:46 PM
Pentland Adele Louise	SVP General Counsel, Secretary	Mar 03 '25	Option Exercise	0.00	20,945	0	33,683	Mar 05 06:45 PM
Jedda Dan	CFO	Mar 03 '25	Option Exercise	0.00	21,912	0	78,467	Mar 05 06:44 PM
Wood Anthony J.	CEO and Chairman BOD	Mar 03 '25	Option Exercise	0.00	8,278	0	8,278	Mar 05 06:43 PM
CHARLES COLLIER	Officer	Mar 05 '25	Proposed Sale	85.00	3,590	305,150		Mar 05 04:53 PM
MATT BANKS	Officer	Mar 04 '25	Proposed Sale	79.03	203	16,043		Mar 04 05:08 PM
CHARLES COLLIER	Officer	Mar 04 '25	Proposed Sale	78.25	7,181	561,938		Mar 04 05:07 PM
Banks Matthew C.	Officer	Mar 04 '25	Proposed Sale	76.48	1,793	137,126		Mar 04 05:04 PM
Hastings Jeff	Director	Jan 23 '25	Buy	81.14	11	893	5,764	Feb 28 06:05 PM
Hastings Jeff	Director	Feb 21 '25	Sale	90.68	11	997	5,753	Feb 28 06:05 PM
Jedda Dan	CFO	Feb 14 '25	Sale	100.40	5,000	502,000	58,555	Feb 18 06:16 PM
Jedda Dan	CFO	Feb 18 '25	Sale	99.95	2,000	199,900	56,555	Feb 18 06:16 PM
Wood Anthony J.	CEO and Chairman BOD	Feb 14 '25	Sale	100.40	25,000	2,510,000	26,538	Feb 18 06:13 PM
DANIEL JEDDA	Officer	Feb 18 '25	Proposed Sale	99.95	2,000	199,900		Feb 18 04:08 PM
THE WOOD REVOCABLE TRUST U/A D	Director	Feb 14 '25	Proposed Sale	86.80	25,000	2,170,000		Feb 14 04:19 PM
DANIEL JEDDA	Officer	Feb 14 '25	Proposed Sale	100.40	5,000	502,000		Feb 14 04:01 PM
Wood Anthony J.	CEO and Chairman BOD	Feb 10 '25	Sale	87.93	25,000	2,198,284	26,538	Feb 12 06:40 PM
THE WOOD REVOCABLE TRUST U/A D	Director	Feb 10 '25	Proposed Sale	85.00	25,000	2,125,000		Feb 10 04:28 PM
Jedda Dan	CFO	Jan 15 '25	Sale	77.18	1,000	77,180	63,555	Jan 16 05:05 PM
DANIEL JEDDA	Officer	Jan 15 '25	Proposed Sale	77.18	1,000	77,180		Jan 15 04:01 PM
Wood Anthony J.	CEO and Chairman BOD	Jan 10 '25	Sale	79.77	25,000	1,994,250	26,538	Jan 13 05:13 PM
THE WOOD REVOCABLE TRUST U/A D	Director	Jan 10 '25	Proposed Sale	83.00	25,000	2,075,000		Jan 10 04:27 PM
Banks Matthew C.	VP, Corp Controller & CAO	Jan 02 '25	Sale	75.14	210	15,779	6,843	Jan 03 05:06 PM
MATT BANKS	Officer	Jan 02 '25	Proposed Sale	75.14	210	15,779		Jan 02 04:03 PM
Jedda Dan	CFO	Dec 16 '24	Sale	82.73	1,000	82,730	64,555	Dec 17 05:11 PM
DANIEL JEDDA	Officer	Dec 16 '24	Proposed Sale	82.73	1,000	82,730		Dec 16 04:07 PM
Wood Anthony J.	CEO and Chairman BOD	Dec 10 '24	Sale	82.64	25,000	2,065,931	26,538	Dec 12 06:25 PM
THE WOOD REVOCABLE TRUSTU/A DT	Director	Dec 10 '24	Proposed Sale	84.12	25,000	2,103,000		Dec 10 04:28 PM
Banks Matthew C.	VP, Corp Controller & CAO	Dec 02 '24	Sale	69.65	211	14,696	7,053	Dec 03 06:49 PM
MATT BANKS	Officer	Dec 02 '24	Proposed Sale	69.65	211	14,696		Dec 02 04:03 PM
Jedda Dan	CFO	Nov 15 '24	Option Exercise	0.00	21,911	0	75,178	Nov 19 06:50 PM
Jedda Dan	CFO	Nov 19 '24	Sale	75.00	1,000	75,000	65,555	Nov 19 06:50 PM
Ozgen Mustafa	Pres, Devices, Prod, and Tech	Nov 15 '24	Option Exercise	0.00	16,457	0	33,496	Nov 19 06:50 PM
Collier Charles	President, Roku Media	Nov 15 '24	Option Exercise	0.00	29,340	0	29,540	Nov 19 06:49 PM
Collier Charles	President, Roku Media	Nov 18 '24	Sale	71.14	10,771	766,273	3,790	Nov 19 06:49 PM
Collier Charles	President, Roku Media	Nov 19 '24	Sale	75.00	3,590	269,250	200	Nov 19 06:49 PM
Wood Anthony J.	CEO and Chairman BOD	Nov 15 '24	Option Exercise	0.00	8,277	0	13,297	Nov 19 06:48 PM
Fuchsberg Gilbert	President, Subscriptions	Nov 15 '24	Option Exercise	0.00	12,598	0	51,200	Nov 19 06:47 PM
Fuchsberg Gilbert	President, Subscriptions	Nov 18 '24	Sale	71.28	1,694	120,748	42,537	Nov 19 06:47 PM
Pentland Adele Louise	SVP General Counsel, Secretary	Nov 15 '24	Option Exercise	0.00	20,945	0	20,980	Nov 19 06:47 PM
Banks Matthew C.	VP, Corp Controller & CAO	Nov 15 '24	Option Exercise	0.00	18,081	0	24,924	Nov 19 06:46 PM
Banks Matthew C.	VP, Corp Controller & CAO	Nov 18 '24	Sale	71.44	8,693	621,047	7,264	Nov 19 06:46 PM
CHARLES COLLIER	Officer	Nov 19 '24	Proposed Sale	75.00	3,590	269,250		Nov 19 04:18 PM
DANIEL JEDDA	Officer	Nov 19 '24	Proposed Sale	75.00	1,000	75,000		Nov 19 04:18 PM
Banks Matthew C.	Officer	Nov 18 '24	Proposed Sale	72.66	1,740	126,437		Nov 18 05:38 PM
CHARLES COLLIER	Officer	Nov 18 '24	Proposed Sale	71.14	10,771	766,243		Nov 18 04:32 PM
MATT BANKS	Officer	Nov 18 '24	Proposed Sale	71.14	6,953	494,611		Nov 18 04:31 PM
GILBERT FUCHSBERG	Officer	Nov 18 '24	Proposed Sale	71.28	1,694	120,748		Nov 18 04:30 PM
Wood Anthony J.	CEO and Chairman BOD	Nov 11 '24	Sale	75.00	25,000	1,875,000	26,538	Nov 12 05:41 PM
THE WOOD REVOCABLE TRUST U/A D	Director	Nov 11 '24	Proposed Sale	73.82	25,000	1,845,500		Nov 12 07:52 AM
Banks Matthew C.	VP, Corp Controller & CAO	Nov 01 '24	Sale	63.36	210	13,306	6,843	Nov 04 05:13 PM
Jedda Dan	CFO	Oct 15 '24	Sale	76.25	1,000	76,250	53,267	Oct 16 05:19 PM
DANIEL JEDDA	Officer	Oct 15 '24	Proposed Sale	76.25	1,000	76,250		Oct 15 04:03 PM
Wood Anthony J.	CEO and Chairman BOD	Oct 10 '24	Sale	77.20	25,000	1,929,932	0	Oct 11 06:07 PM
THE WOOD REVOCABLE TRUST U/A D	Director	Oct 10 '24	Proposed Sale	77.40	25,000	1,935,000		Oct 10 04:18 PM
Banks Matthew C.	VP, Corp Controller & CAO	Oct 01 '24	Sale	75.66	211	15,964	7,053	Oct 02 06:26 PM
Jedda Dan	CFO	Sep 17 '24	Sale	75.33	1,000	75,330	54,267	Sep 19 06:13 PM

Peers: DUK D AEP EXC XEL PNW ED PCG ES NEE

| Held by: VTI VOO XLU SPY IVV VTV JEPI VPU VYM USMV

Index	S&P 500	P/E	22.02	EPS (ttm)	4.17	Insider Own	0.14%	Shs Outstand	1.10B	Perf Week	1.28%
Market Cap	100.93B	Forward P/E	20.07	EPS next Y	4.58	Insider Trans	-6.13%	Shs Float	1.10B	Perf Month	3.47%
Enterprise Value	172.10B	PEG	3.36	EPS next Q	0.98	Inst Own	68.92%	Short Float	1.94%	Perf Quarter	0.77%
Income	4.61B	P/S	3.62	EPS this Y	5.62%	Inst Trans	1.34%	Short Ratio	4.06	Perf Half Y	10.43%
Sales	27.85B	P/B	2.98	EPS next Y	6.98%	ROA	3.20%	Short Interest	21.24M	Perf YTD	11.55%
Book/sh	30.79	P/C	43.28	EPS next 5Y	6.55%	ROE	14.01%	52W High	94.45 -2.77%	Perf Year	17.41%
Cash/sh	2.12	P/FCF	-	EPS past 3/5Y	21.25% -2.34%	ROIC	4.70%	52W Low	76.96 19.32%	Perf 3Y	32.55%
Dividend Est.	2.95 (3.22%)	EV/EBITDA	13.63	Sales past 3/5Y	4.78% 4.75%	Gross Margin	31.60%	Volatility	1.31% 1.44%	Perf 5Y	72.39%
Dividend TTM	2.90 (3.16%)	EV/Sales	6.18	EPS Y/Y TTM	8.02%	Oper. Margin	25.90%	ATR (14)	1.39	Perf 10Y	116.02%
Dividend Ex-Date	May 19, 2025	Quick Ratio	0.64	Sales Y/Y TTM	9.58%	Profit Margin	16.54%	RSI (14)	61.68	Recom	2.43
Dividend Gr. 3/5Y	2.96% 3.06%	Current Ratio	0.86	EPS Q/Q	17.61%	SMA20	2.44%	Beta	0.36	Target Price	95.47
Payout	71.61%	Debt/Eq	2.07	Sales Q/Q	16.99%	SMA50	2.24%	Rel Volume	0.94	Prev Close	90.90
Employees	28600	LT Debt/Eq	1.90	Earnings	May 01 BMO	SMA200	4.17%	Avg Volume	5.23M	Price	91.83
IPO	Sep 30, 1949	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.39% 8.68%	Trades		Volume	4,924,000	Change	1.02%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-13-25	Initiated	Raymond James	Outperform	$98
Jun-05-25	Upgrade	Jefferies	Hold → Buy	$100
May-14-25	Downgrade	KeyBanc Capital Markets	Sector Weight → Underweight	$78
Apr-08-25	Upgrade	JP Morgan	Underweight → Neutral	$94
Jan-23-25	Downgrade	Guggenheim	Buy → Neutral
Sep-20-24	Initiated	Jefferies	Hold	$94
Sep-16-24	Downgrade	Mizuho	Outperform → Neutral	$90
Aug-02-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Apr-04-24	Downgrade	UBS	Buy → Neutral
Jan-11-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$72 → $77
Dec-08-23	Initiated	Citigroup	Buy	$82
Nov-03-23	Downgrade	Scotiabank	Sector Outperform → Sector Perform	$78
Oct-16-23	Upgrade	Scotiabank	Sector Perform → Sector Outperform	$78
Sep-13-23	Upgrade	BofA Securities	Underperform → Neutral
Aug-23-23	Initiated	Barclays	Equal Weight	$68
Aug-10-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$60 → $69
Aug-09-23	Initiated	Ladenburg Thalmann	Buy	$72
Jun-08-23	Initiated	Goldman	Buy	$80
Apr-20-23	Upgrade	Mizuho	Neutral → Buy	$72 → $77
Jan-17-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight

Show Previous Ratings

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The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DAVIS MARTIN BERNARD	Former Officer	Jun 11 '25	Proposed Sale	89.31	30,000	2,679,241		Jun 11 04:27 PM
DAVIS MARTIN BERNARD	Officer	Jun 03 '25	Proposed Sale	89.94	1,115	100,283		Jun 03 04:45 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	May 24 '25	Option Exercise	89.64	7,355	659,302	95,087	May 27 05:30 PM
Cummiskey Christopher	EVP	May 23 '25	Sale	89.54	12,335	1,104,476	22,502	May 27 10:30 AM
Cummiskey Christopher	Officer	May 23 '25	Proposed Sale	89.54	12,335	1,104,476		May 23 06:51 PM
Connally Stan W	EVP & COO	Mar 31 '25	Sale	92.24	12,500	1,153,000	149,419	Apr 01 12:00 PM
Connally Stan W	Officer	Mar 31 '25	Proposed Sale	92.24	12,500	1,152,980		Mar 31 05:34 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Mar 10 '25	Sale	93.12	32,190	2,997,533	106,819	Mar 11 10:00 AM
Drake Sloane N	EVP & CHRO	Mar 08 '25	Option Exercise	0.00	1,372	0	25,070	Mar 10 04:30 PM
Greene Kimberly S,	Officer	Mar 10 '25	Proposed Sale	93.12	32,190	2,997,582		Mar 10 04:06 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Mar 03 '25	Sale	90.13	24,407	2,199,803	87,721	Mar 04 10:00 AM
DAVIS MARTIN BERNARD	EVP & CIO	Mar 03 '25	Sale	89.61	1,125	100,811	102,090	Mar 04 10:00 AM
DAVIS MARTIN BERNARD	Officer	Mar 03 '25	Proposed Sale	89.61	1,125	100,811		Mar 03 04:20 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Feb 25 '25	Sale	90.00	1,593	143,370	112,128	Feb 26 04:30 PM
WOMACK CHRISTOPHER C	Officer	Feb 25 '25	Proposed Sale	90.00	26,000	2,340,098		Feb 25 06:56 PM
Cummiskey Christopher	EVP	Feb 19 '25	Sale	86.00	944	81,184	34,837	Feb 20 04:00 PM
Cummiskey Christopher	Officer	Feb 19 '25	Proposed Sale	86.00	944	81,184		Feb 19 04:02 PM
WOMACK CHRISTOPHER C	Chairman, President & CEO	Feb 13 '25	Option Exercise	0.00	4,174	0	115,585	Feb 18 04:00 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 13 '25	Option Exercise	0.00	3,080	0	172,428	Feb 18 04:00 PM
Cummiskey Christopher	EVP	Feb 13 '25	Option Exercise	0.00	1,708	0	36,545	Feb 18 04:00 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 13 '25	Option Exercise	0.00	1,765	0	15,783	Feb 18 04:00 PM
Drake Sloane N	EVP & CHRO	Feb 13 '25	Option Exercise	0.00	713	0	24,017	Feb 18 04:00 PM
Spainhour Sterling A Jr.	EVP & CLO	Feb 13 '25	Option Exercise	0.00	742	0	20,094	Feb 18 04:00 PM
Tucker Daniel S	EVP & CFO	Feb 13 '25	Option Exercise	0.00	2,764	0	74,962	Feb 18 04:00 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 13 '25	Option Exercise	0.00	3,350	0	140,506	Feb 18 04:00 PM
Connally Stan W	EVP & COO	Feb 13 '25	Option Exercise	0.00	2,421	0	162,994	Feb 18 04:00 PM
Anderson Bryan D	EVP	Feb 13 '25	Option Exercise	0.00	1,740	0	58,534	Feb 18 04:00 PM
Poroch David P.	Comptroller	Feb 13 '25	Option Exercise	0.00	480	0	40,046	Feb 18 04:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 13 '25	Option Exercise	0.00	849	0	14,085	Feb 18 04:00 PM
Wilson Anthony L	Chairman, President & CEO, MPC	Feb 13 '25	Option Exercise	0.00	1,654	0	98,738	Feb 18 04:00 PM
DAVIS MARTIN BERNARD	EVP & CIO	Feb 13 '25	Option Exercise	0.00	1,784	0	104,013	Feb 18 04:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 11 '25	Sale	86.00	14,540	1,250,440	13,236	Feb 12 06:30 PM
WOMACK CHRISTOPHER C	CEO, President and Chairman	Feb 11 '25	Option Exercise	0.00	13,699	0	90,153	Feb 11 06:30 PM
Peoples James Jeffrey	Officer	Feb 11 '25	Proposed Sale	86.00	14,540	1,250,440		Feb 11 05:49 PM
Drake Sloane N	EVP & CHRO	Feb 06 '25	Option Exercise	0.00	1,789	0	24,103	Feb 10 04:00 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 05 '25	Option Exercise	0.00	3,875	0	116,589	Feb 07 05:00 PM
DAVIS MARTIN BERNARD	EVP & CIO	Feb 05 '25	Option Exercise	0.00	1,768	0	91,045	Feb 07 05:00 PM
Tucker Daniel S	EVP & CFO	Feb 05 '25	Option Exercise	0.00	2,864	0	50,520	Feb 07 05:00 PM
Anderson Bryan D	EVP & Pres. External Affairs	Feb 05 '25	Option Exercise	0.00	1,986	0	47,361	Feb 07 05:00 PM
Drake Sloane N	EVP & CHRO	Feb 05 '25	Option Exercise	0.00	1,527	0	18,298	Feb 07 05:00 PM
Cummiskey Christopher	EVP & CCO	Feb 05 '25	Option Exercise	0.00	1,736	0	24,238	Feb 07 05:00 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 05 '25	Option Exercise	0.00	680	0	2,424	Feb 07 05:00 PM
Connally Stan W	EVP & COO	Feb 05 '25	Option Exercise	0.00	2,549	0	141,487	Feb 07 05:00 PM
Wilson Anthony L	Chairman, President & CEO, MPC	Feb 05 '25	Option Exercise	0.00	1,652	0	86,675	Feb 07 05:00 PM
Spainhour Sterling A Jr.	EVP & CLO	Feb 05 '25	Option Exercise	0.00	2,666	0	15,567	Feb 07 05:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 05 '25	Option Exercise	0.00	3,271	0	23,652	Feb 07 05:00 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 05 '25	Option Exercise	0.00	3,295	0	150,162	Feb 07 05:00 PM
Cummiskey Christopher	EVP & CCO	Feb 04 '25	Sale	83.32	837	69,739	22,502	Feb 05 04:00 PM
Cummiskey Christopher	Officer	Feb 04 '25	Proposed Sale	83.32	837	69,739		Feb 04 04:28 PM
Sena Peter P III	Chairman,President & CEO, SNC	Feb 01 '25	Option Exercise	0.00	1,625	0	1,625	Feb 04 03:00 PM
Sena Peter P III	Chairman,President & CEO, SNC	Jan 31 '25	Option Exercise	0.00	1,697	0	2,568	Feb 04 03:00 PM
Peoples James Jeffrey	Chairman, President & CEO, APC	Feb 01 '25	Option Exercise	0.00	3,125	0	21,837	Feb 04 03:00 PM
Connally Stan W	EVP & COO	Feb 01 '25	Option Exercise	0.00	2,551	0	140,139	Feb 04 03:00 PM
Anderson Bryan D	EVP & Pres. External Affairs	Feb 01 '25	Option Exercise	0.00	1,969	0	46,436	Feb 04 03:00 PM
DAVIS MARTIN BERNARD	EVP and CIO	Feb 01 '25	Option Exercise	0.00	1,735	0	90,128	Feb 04 03:00 PM
Cummiskey Christopher	Chairman, President & CEO, SCS	Feb 01 '25	Option Exercise	0.00	1,659	0	24,161	Feb 04 03:00 PM
Greene Kimberly S,	Chairman, President & CEO, GPC	Feb 01 '25	Option Exercise	0.00	3,880	0	114,510	Feb 04 03:00 PM
Spainhour Sterling A Jr.	EVP, Chief Legal Officer & CCO	Feb 01 '25	Option Exercise	0.00	2,293	0	14,000	Feb 04 03:00 PM
WOMACK CHRISTOPHER C	CEO, President and Chairman	Feb 01 '25	Option Exercise	0.00	4,656	0	78,567	Feb 04 03:00 PM
Tucker Daniel S	Executive Vice President & CFO	Feb 01 '25	Option Exercise	0.00	2,840	0	48,993	Feb 04 03:00 PM
Wilson Anthony L	President & CEO, MPC	Feb 01 '25	Option Exercise	0.00	1,669	0	85,837	Feb 04 03:00 PM
Poroch David P.	Comptroller & CAO	Feb 01 '25	Option Exercise	0.00	707	0	35,303	Feb 04 03:00 PM
Poroch David P.	Comptroller & CAO	Jan 31 '25	Option Exercise	0.00	701	0	35,793	Feb 04 03:00 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Feb 01 '25	Option Exercise	0.00	3,332	0	148,420	Feb 04 03:00 PM
DAVIS MARTIN BERNARD	EVP and CIO	Dec 05 '24	Sale	85.90	1,170	100,503	88,393	Dec 06 04:00 PM
WOMACK CHRISTOPHER C	CEO, President and Chairman	Dec 05 '24	Sale	86.18	14,000	1,206,520	73,911	Dec 06 04:00 PM
WOMACK CHRISTOPHER C	Officer	Dec 05 '24	Proposed Sale	86.18	14,000	1,206,499		Dec 05 04:10 PM
DAVIS MARTIN BERNARD	Officer	Dec 05 '24	Proposed Sale	85.90	1,170	100,503		Dec 05 04:07 PM
Spainhour Sterling A Jr.	EVP, Chief Legal Officer & CCO	Nov 04 '24	Sale	88.54	793	70,212	11,707	Nov 05 04:00 PM
Spainhour Sterling A Jr.	Officer	Nov 04 '24	Proposed Sale	88.54	793	70,212		Nov 04 02:42 PM
Kerr, II James Y	Chairman, President & CEO, GAS	Oct 04 '24	Sale	89.64	30,000	2,689,200	145,088	Oct 08 10:11 AM
Kerr, II James Y	Officer	Oct 04 '24	Proposed Sale	89.64	30,000	2,689,277		Oct 04 04:32 PM
Anderson Bryan D	EVP & Pres. External Affairs	Sep 06 '24	Sale	89.54	6,565	587,830	44,467	Sep 09 05:00 PM
Anderson Bryan D	Officer	Sep 06 '24	Proposed Sale	89.54	6,565	587,830		Sep 06 04:39 PM
Stephen E. Kuczynski	Officer	Sep 03 '24	Proposed Sale	85.80	24,000	2,059,200		Sep 03 05:18 PM
Spainhour Sterling A Jr.	EVP, Chief Legal Officer & CCO	Aug 05 '24	Sale	88.99	2,380	211,796	12,500	Aug 06 04:00 PM
Spainhour Sterling A Jr.	Officer	Aug 05 '24	Proposed Sale	88.99	2,380	211,796		Aug 05 08:46 PM
THE ERNEST J. MONIZ 2018 TRUST	Director	Jul 30 '24	Proposed Sale	83.01	8,948	742,816		Jul 30 04:07 PM
Wilson Anthony L	President & CEO, MPC	Jul 05 '24	Sale	77.61	6,900	535,509	85,309	Jul 08 03:00 PM
Drake Sloane N	EVP, CHRO	Jul 03 '24	Sale	77.61	12,000	931,320	16,771	Jul 03 02:05 PM

LQDT Liquidity Services Inc daily Stock Chart

Peers: AMZN SHOP RBA EBAY BABA JD Etsy W RVLV TDUP

| Held by: IJR VTI IWM VXF IWO IJT SPSM PRN SLYG IBUY

Index	RUT	P/E	29.91	EPS (ttm)	0.79	Insider Own	24.38%	Shs Outstand	31.21M	Perf Week	2.74%
Market Cap	736.50M	Forward P/E	17.09	EPS next Y	1.38	Insider Trans	-5.77%	Shs Float	23.61M	Perf Month	1.68%
Enterprise Value	602.69M	PEG	-	EPS next Q	0.30	Inst Own	76.48%	Short Float	6.75%	Perf Quarter	-24.85%
Income	25.23M	P/S	1.68	EPS this Y	27.18%	Inst Trans	8.88%	Short Ratio	4.67	Perf Half Y	-25.63%
Sales	439.25M	P/B	3.75	EPS next Y	5.34%	ROA	7.62%	Short Interest	1.59M	Perf YTD	-26.94%
Book/sh	6.29	P/C	4.94	EPS next 5Y	-	ROE	14.01%	52W High	39.72 -40.61%	Perf Year	21.47%
Cash/sh	4.77	P/FCF	16.27	EPS past 3/5Y	-24.27% -	ROIC	12.22%	52W Low	19.31 22.16%	Perf 3Y	67.90%
Dividend Est.	-	EV/EBITDA	14.35	Sales past 3/5Y	12.16% 9.91%	Gross Margin	42.03%	Volatility	3.41% 2.92%	Perf 5Y	265.74%
Dividend TTM	-	EV/Sales	1.37	EPS Y/Y TTM	23.49%	Oper. Margin	7.03%	ATR (14)	0.80	Perf 10Y	127.92%
Dividend Ex-Date	-	Quick Ratio	1.20	Sales Y/Y TTM	35.78%	Profit Margin	5.75%	RSI (14)	41.79	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.33	EPS Q/Q	19.45%	SMA20	-0.85%	Beta	1.15	Target Price	41.00
Payout	0.00%	Debt/Eq	0.08	Sales Q/Q	27.25%	SMA50	-9.97%	Rel Volume	1.48	Prev Close	23.65
Employees	781	LT Debt/Eq	0.05	Earnings	May 08 BMO	SMA200	-15.84%	Avg Volume	341.22K	Price	23.59
IPO	Feb 23, 2006	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.33% 34.86%	Trades		Volume	505,846	Change	-0.25%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-27-22	Initiated	Craig Hallum	Buy	$28
May-06-16	Reiterated	The Benchmark Company	Hold	$5.50 → $6.50
Feb-05-16	Reiterated	RBC Capital Mkts	Sector Perform	$8 → $6
Nov-20-15	Reiterated	RBC Capital Mkts	Sector Perform	$11 → $8
May-09-14	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$30 → $15
Apr-03-14	Downgrade	Robert W. Baird	Outperform → Neutral
Nov-22-13	Reiterated	The Benchmark Company	Buy	$33 → $27
Nov-20-13	Reiterated	The Benchmark Company	Buy	$40 → $33
Sep-10-13	Reiterated	The Benchmark Company	Buy	$38 → $40
Aug-06-13	Reiterated	The Benchmark Company	Buy	$47 → $40
Jul-16-13	Downgrade	Stifel	Buy → Hold
Jun-10-13	Reiterated	The Benchmark Company	Buy	$48 → $47
May-03-13	Reiterated	Deutsche Bank	Buy	$36 → $40
Feb-01-13	Reiterated	The Benchmark Company	Buy	$62 → $52
Jan-31-13	Reiterated	Robert W. Baird	Outperform	$57 → $44
Nov-30-12	Reiterated	Oppenheimer	Outperform	$60 → $55
Nov-30-12	Reiterated	Deutsche Bank	Buy	$63 → $50
Oct-15-12	Reiterated	The Benchmark Company	Buy	$73 → $62
Sep-12-12	Reiterated	Stifel Nicolaus	Buy	$72 → $66
Jun-18-12	Reiterated	Oppenheimer	Outperform	$72 → $75

Show Previous Ratings

Jun-26-25 08:30AM	Clayton County, GA Achieves $1 Million in Online Surplus Sales Through GovDeals Partnership (GlobeNewswire)
Jun-19-25 04:15PM	Liquidity Services Appoints Paul J. Hennessy to its Board of Directors (GlobeNewswire)
04:11PM	The State of Iowa Conducts Online Surplus Sale with GovDeals (GlobeNewswire)
Jun-08-25 08:30AM	The City of Bentonville, AR Renews Partnership with GovDeals to Sell Surplus Properties (GlobeNewswire)
Jun-02-25 04:30PM	Liquidity Services to Present at the 15th Annual East Coast IDEAS Investor Conference (GlobeNewswire)
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May-23-25 04:10PM	New York State Partners with GovDeals to Auction 2001 Bell 430 Police Helicopter (GlobeNewswire) -5.04%
08:30AM	Elko Countys Latest Virtual Tax Sale on Bid4Assets Results in Nearly 200 Properties Sold (GlobeNewswire)
May-21-25 08:30AM	Miami-Dade County, FL Renews Partnership with GovDeals to Conduct Surplus Auctions (GlobeNewswire)
May-16-25 08:30AM	Jefferson County Public Schools Department Offers Daycare Building in First-Ever Online Auction on GovDeals (GlobeNewswire)
May-15-25 08:30AM	Liquidity Services Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
May-09-25 03:32AM	Liquidity Services Inc (LQDT) Q2 2025 Earnings Call Highlights: Strong GMV Growth Amid ... (GuruFocus.com) -9.86%
May-08-25 07:03AM	Liquidity Services: Fiscal Q2 Earnings Snapshot (Associated Press Finance) -10.24%
06:55AM	Liquidity Services Announces Second Quarter Fiscal Year 2025 Financial Results (GlobeNewswire)
May-07-25 11:59AM	Liquidity Services Q2 2025 Earnings Preview (Seeking Alpha)
May-05-25 12:38AM	2 Profitable Stocks on Our Buy List and 1 to Turn Down (StockStory)
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May-01-25 12:32AM	2 Volatile Stocks to Own for Decades and 1 to Keep Off Your Radar (StockStory)
Apr-17-25 03:40PM	Maplebear Stock Sees Relative Strength Rating Rise To 83 (Investor's Business Daily)
Apr-16-25 05:03AM	3 Big Reasons to Love Liquidity Services (LQDT) (StockStory)
Apr-03-25 06:55AM	Liquidity Services Announces Second Quarter Fiscal Year 2025 Earnings Conference Call (GlobeNewswire)
Mar-28-25 05:05AM	Unpacking Q4 Earnings: Liquidity Services (NASDAQ:LQDT) In The Context Of Other Asset Management & Auction Services Stocks (StockStory)
Mar-13-25 08:00AM	AllSurplus Conducts Second Sale in China for Global Energy Leader, Expanding Circular Economy Footprint (GlobeNewswire)
Mar-12-25 09:02AM	1 Stock Under $50 to Own for Decades and 2 to Brush Off (StockStory)
Mar-05-25 03:56PM	Sea ADR Stock Earns Composite Rating Upgrade (Investor's Business Daily)
Feb-11-25 08:46AM	Liquidity Services announces new partnership with Biocorn California (TipRanks)
Feb-10-25 08:31AM	Liquidity Services Announces New Partnership with Core by Biocom California to Help Life Science Companies Maximize the Value of Their Assets (GlobeNewswire)
Feb-07-25 04:33AM	Q1 2025 Liquidity Services Inc Earnings Call (Thomson Reuters StreetEvents)
02:20AM	Liquidity Services Inc (LQDT) Q1 2025 Earnings Call Highlights: Record Growth and Strategic ... (GuruFocus.com)
Feb-06-25 07:03AM	Liquidity Services: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:55AM	Liquidity Services Announces First Quarter Fiscal Year 2025 Financial Results (GlobeNewswire)
Feb-05-25 08:30AM	Montgomery County ADAMHS Conducts First-Ever Online Auction for 19 Acre Property on GovDeals (GlobeNewswire)
06:55AM	Loading…
Feb-03-25 06:55AM	Liquidity Services Acquires Auction Software, a leading provider of auction software and marketplace technology (GlobeNewswire)
Jan-21-25 09:00AM	Liquidity Services Proposes 5 Actionable Strategies to Propel DOGE's Rapid Success (PR Newswire)
Jan-07-25 07:00AM	Liquidity Services Announces First Quarter Fiscal Year 2025 Earnings Conference Call (GlobeNewswire)
Dec-19-24 08:30AM	Columbia County's First Virtual Sheriff's Sale Opens on Bid4Assets to Huge Success (GlobeNewswire)
Dec-13-24 02:09PM	Liquidity Services Joins Elite List Of Stocks With 95-Plus Composite Rating (Investor's Business Daily) +5.59%
03:20AM	Q4 2024 Liquidity Services Inc Earnings Call (Thomson Reuters StreetEvents)
02:01AM	Liquidity Services Inc (LQDT) Q4 2024 Earnings Call Highlights: Record GMV and Revenue Growth ... (GuruFocus.com)
Dec-12-24 07:12AM	Liquidity Services: Fiscal Q4 Earnings Snapshot (Associated Press Finance) +30.72%
06:55AM	Liquidity Services Announces Fourth Quarter Fiscal Year 2024 Financial Results (GlobeNewswire)
Dec-11-24 03:00PM	Todd County to Hold First-Ever Online Tax Sale via Bid4Assets.com (GlobeNewswire)
07:03AM	What To Expect From Liquidity Services Inc (LQDT) Q4 2024 Earnings (GuruFocus.com)
Nov-04-24 06:55AM	Liquidity Services Announces Fourth Quarter Fiscal Year 2024 Earnings Conference Call (GlobeNewswire)
Oct-09-24 05:47PM	Liquidity Services Inc (LQDT) Q3 2024 Earnings Call Highlights: Record GMV and Strong Segment ... (GuruFocus.com)
Sep-04-24 04:23PM	Major Oil and Gas Partner to Sell Drilling Rigs on AllSurplus Marketplace (GlobeNewswire)
Aug-29-24 01:29AM	Director George Ellis Sells 5,500 Shares of Liquidity Services Inc (LQDT) (GuruFocus.com)
Aug-28-24 07:55AM	Major Integrated Oil and Gas Corporation to Sell Unused Energy Assets on AllSurplus Marketplace (GlobeNewswire)
Aug-26-24 09:09AM	AllSurplus Conducts First Sale in China for Global Energy Leader (GlobeNewswire)
Aug-23-24 04:24PM	High-Value Energy Equipment Assets for El Dorado Gas and Oil to be Sold by AllSurplus and Tiger Group (GlobeNewswire)
Aug-22-24 12:25AM	Insider Sale: Director Edward Kolodzieski Sells 20,000 Shares of Liquidity Services Inc (LQDT) (GuruFocus.com)
Aug-14-24 06:45AM	Liquidity Services to Present at the 15th Annual Midwest IDEAS Conference (GlobeNewswire)
Aug-13-24 08:30AM	Pike County Sheriff's Office Conducting First-Ever Online Foreclosure Sales with Bid4Assets.com (GlobeNewswire)
Aug-08-24 07:03AM	Liquidity Services: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
06:50AM	Liquidity Services Announces Third Quarter Fiscal Year 2024 Financial Results (GlobeNewswire)
Aug-05-24 07:30AM	Online Marketplace AllSurplus Partners with Tiger Group to Sell Energy Equipment Assets for El Dorado Gas and Oil (GlobeNewswire)
Jul-30-24 08:30AM	The City of Vineland, NJ Achieves $1 Million in Online Surplus Sales Through GovDeals Partnership (GlobeNewswire)
07:55AM	Liquidity Services Relocates and Expands Its Indianapolis Operation (GlobeNewswire)
Jul-10-24 08:37AM	State of Missouri Partners with GovDeals to sell Historic Wainwright Building in downtown St. Louis (GlobeNewswire)
Jul-09-24 06:55AM	Liquidity Services Announces Third Quarter Fiscal Year 2024 Earnings Conference Call (GlobeNewswire)
Jun-20-24 08:25AM	Orange County, CA Achieves $15 Million in Online Surplus Sales Through GovDeals Partnership (GlobeNewswire)
Jun-18-24 08:30AM	Hanford Mission Integration Solutions Hosting Ongoing Online Auction Series on GovDeals (GlobeNewswire)
06:45AM	Online Marketplace AllSurplus Partners with Aaron Industrial Solutions and Binswanger to Sell Turnkey Medical Device Manufacturing Plant (GlobeNewswire)
May-28-24 08:06AM	Bryan Texas Surpasses $2M Milestone in Surplus Sales (GlobeNewswire)
May-16-24 06:45AM	Liquidity Services Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
May-10-24 02:35PM	Liquidity Services Inc (LQDT) Surpasses Revenue Expectations in Q2 Fiscal Year 2024 (GuruFocus.com)
12:48PM	Liquidity Services, Inc. (NASDAQ:LQDT) Q2 2024 Earnings Call Transcript (Insider Monkey)
01:39AM	Q2 2024 Liquidity Services Inc Earnings Call (Thomson Reuters StreetEvents)
May-09-24 10:54AM	LQDT Stock Earnings: Liquidity Services Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
06:44AM	Liquidity Services: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:30AM	Liquidity Services Announces Second Quarter Fiscal Year 2024 Financial Results (GlobeNewswire)
May-08-24 08:28AM	The Tennessee Valley Authority Hosts Online Auction for 2011 Grove GMK-5275 Crane (GlobeNewswire) +5.65%
May-02-24 08:30AM	Cloverleaf Local School District Conducts Two Sets of Online Auctions for School Building Contents on GovDeals (GlobeNewswire)
Apr-10-24 08:30AM	Bid4Assets to Host Online Tax-Defaulted Property Sale for Riverside County, California with 152 Auction Listings (GlobeNewswire)
Apr-09-24 08:30AM	Spokane County, Washington Partners with GovDeals to Auction Sheriff Department Rescue Helicopter (GlobeNewswire)
Apr-04-24 08:30AM	Warren County, Virginia Hosts Online and In-Person Tax Sale with GovDeals (GlobeNewswire)
Apr-03-24 08:30AM	River View Local School District Conducts Online Auctions for Contents of Two School Buildings on GovDeals The sale includes furniture, vehicles and school equipment for two buildings no longer in use (GlobeNewswire)
Apr-02-24 07:00AM	Bid4Assets to Host Online Tax-Defaulted Properties Auction for Los Angeles County Treasurer's Office (GlobeNewswire)
06:55AM	Liquidity Services Announces Second Quarter Fiscal Year 2024 Earnings Conference Call (GlobeNewswire)
Mar-26-24 07:00AM	Schuylkill County, PA to Transition to Online Sheriff's Sales in April (GlobeNewswire)
Mar-19-24 07:00AM	Bradford County, PA to Transition to Online Sheriff's Sales (GlobeNewswire)
Mar-06-24 04:30PM	AllSurplus to Conduct Online Auction of Surplus Equipment and Machinery for Leading Arms Manufacturer in U.S. (GlobeNewswire)
Feb-16-24 03:15AM	20 Fastest Growing E-Commerce Companies in 2024 (Insider Monkey)
Feb-15-24 07:55AM	AllSurplus to Conduct Online Auction of Unused Surplus Line Pipe for Leading Energy Company (GlobeNewswire)
Feb-12-24 08:30AM	Liquidity Services ESG Report Highlights Achievements in Sustainability (GlobeNewswire)
Feb-09-24 09:18AM	Liquidity Services, Inc. (NASDAQ:LQDT) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:38AM	Q1 2024 Liquidity Services Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-08-24 07:38AM	Liquidity Services Inc Reports Mixed Q1 Fiscal 2024 Results Amidst Growth and Challenges (GuruFocus.com) -10.27%
07:03AM	Liquidity Services: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:52AM	Liquidity Services Announces First Quarter Fiscal Year 2024 Financial Results (GlobeNewswire)
Jan-19-24 07:00AM	XCMG E-Commerce Inc Selects Machinio as Key Partner in Post-Market Program (GlobeNewswire)
Jan-12-24 08:00AM	Three New Jersey Agencies Select GovDeals to Conduct First Online Real Estate Sale (GlobeNewswire)
Jan-04-24 07:00AM	Liquidity Services Announces First Quarter Fiscal Year 2024 Earnings Conference Call (GlobeNewswire)
Jan-03-24 07:00AM	Liquidity Services Acquires Sierra Auction, a Leading Auctioneer of Vehicles, Equipment, and Surplus Assets for Government and Commercial Organizations (GlobeNewswire)
Dec-08-23 05:19PM	Liquidity Services Announces Retirement of Phillip A. Clough from its Board of Directors (GlobeNewswire)
08:32AM	Liquidity Services, Inc. (NASDAQ:LQDT) Q4 2023 Earnings Call Transcript (Insider Monkey)
Dec-07-23 11:45PM	Q4 2023 Liquidity Services Inc Earnings Call (Thomson Reuters StreetEvents) -13.91%
12:03PM	LQDT Stock Earnings: Liquidity Services Misses Revenue for Q4 2023 (InvestorPlace)
08:45AM	Liquidity Services Inc (LQDT) Reports Growth in GMV and Revenue for Q4 Fiscal Year 2023 (GuruFocus.com)
07:13AM	Liquidity Services: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
06:55AM	Liquidity Services Announces Fourth Quarter Fiscal Year 2023 Financial Results (GlobeNewswire)
Nov-16-23 07:00AM	Chelan County, Washington Achieves State's First Virtual Third-Party Sale in October Foreclosure Auction (GlobeNewswire)

Liquidity Services, Inc. engages in the provision of e-commerce solutions to manage, value, and sell inventory and equipment for business and government clients. It operates through the following business segments: GovDeals, Capital Assets Group (CAG), Retail Supply Chain Group (RSCG), and Machinio. The GovDeals segment provides self-directed service solutions that enable local and state government entities including city, county, and state agencies to sell surplus and salvage assets through the firm's GovDeals marketplace. The CAG segment offers managed and self-directed service solutions to sellers and consists of marketplaces that enable commercial businesses to sell surplus and idle assets. CAG also offers a suite of services that includes surplus management, asset valuation, asset sales, and marketing. The RSCG segment consists of marketplaces that enable corporations located in the U.S. and Canada to sell surplus and salvage consumer goods and retail capital assets. Its services also include returns management, asset recovery, and e-commerce services. The Machinio segment operates a global search engine platform for listing used equipment for sale in the construction, machine tool, transportation, printing, and agriculture sectors. The company was founded by William P. Angrick III, Jaime Mateus-Tique and Benjamin Ronald Brown in November 1999 and is headquartered in Bethesda, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mateus-Tique Jaime	Director	May 05 '25	Sale	31.55	10,000	315,500	184,562	May 07 04:17 PM
Mateus-Tique Jaime	Director	May 05 '25	Proposed Sale	31.55	10,000	315,538		May 05 03:40 PM
Mateus-Tique Jaime	Director	Apr 28 '25	Sale	31.56	10,000	315,600	194,562	Apr 30 05:08 PM
Mateus-Tique Jaime	Director	Apr 28 '25	Proposed Sale	31.55	10,000	315,550		Apr 28 03:28 PM
Mateus-Tique Jaime	Director	Apr 21 '25	Sale	30.25	10,000	302,500	204,562	Apr 23 06:33 PM
Mateus-Tique Jaime	Director	Apr 21 '25	Proposed Sale	30.25	10,000	302,544		Apr 21 12:07 PM
Mateus-Tique Jaime	Director	Apr 14 '25	Sale	29.72	10,000	297,200	214,562	Apr 16 04:33 PM
Mateus-Tique Jaime	Director	Apr 14 '25	Proposed Sale	29.72	10,000	297,166		Apr 14 02:28 PM
Mateus-Tique Jaime	Director	Apr 07 '25	Sale	29.06	29,169	847,651	230,393	Apr 09 04:28 PM
Mateus-Tique Jaime	Director	Apr 08 '25	Sale	29.46	4,900	144,354	225,493	Apr 09 04:28 PM
Mateus-Tique Jaime	Director	Apr 09 '25	Sale	29.43	931	27,399	224,562	Apr 09 04:28 PM
Mateus-Tique Jaime	Director	Apr 09 '25	Proposed Sale	29.43	931	27,399		Apr 09 04:22 PM
Mateus-Tique Jaime	Director	Apr 08 '25	Proposed Sale	29.46	4,900	144,334		Apr 08 04:45 PM
Mateus-Tique Jaime	Director	Apr 07 '25	Proposed Sale	29.06	29,169	847,744		Apr 07 04:51 PM
Mateus-Tique Jaime	Director	Mar 31 '25	Sale	30.71	35,000	1,074,850	259,562	Apr 02 04:32 PM
Mateus-Tique Jaime	Director	Mar 31 '25	Proposed Sale	30.71	35,000	1,074,860		Mar 31 05:12 PM
Mateus-Tique Jaime	Director	Mar 24 '25	Sale	31.93	35,000	1,117,550	298,262	Mar 26 04:36 PM
Mateus-Tique Jaime	Director	Mar 25 '25	Sale	33.19	3,700	122,803	294,562	Mar 26 04:36 PM
Mateus-Tique Jaime	Director	Mar 25 '25	Proposed Sale	33.19	3,700	122,805		Mar 25 06:03 PM
Mateus-Tique Jaime	Director	Mar 24 '25	Proposed Sale	31.93	35,000	1,117,511		Mar 24 03:53 PM
Mateus-Tique Jaime	Director	Mar 17 '25	Sale	29.45	35,000	1,030,750	333,262	Mar 19 04:19 PM
Mateus-Tique Jaime	Director	Mar 17 '25	Proposed Sale	29.45	35,000	1,030,723		Mar 17 04:44 PM
Dyer Katharin S	Director	Mar 10 '25	Option Exercise	0.00	9,306	0	44,591	Mar 10 04:16 PM
Mateus-Tique Jaime	Director	Mar 10 '25	Option Exercise	0.00	9,306	0	12,966	Mar 10 04:15 PM
KOLODZIESKI EDWARD	Director	Mar 10 '25	Option Exercise	0.00	9,306	0	24,535	Mar 10 04:14 PM
Fall Thierno Amath	Director	Mar 10 '25	Option Exercise	0.00	9,306	0	18,252	Mar 10 04:12 PM
INFANTE BEATRIZ V	Director	Mar 10 '25	Option Exercise	0.00	9,306	0	92,296	Mar 10 04:12 PM
ELLIS GEORGE H	Director	Mar 10 '25	Option Exercise	0.00	9,306	0	23,208	Mar 10 04:07 PM
Angrick William P III	Chairman of the Board and CEO	Feb 28 '25	Sale	33.50	39,350	1,318,225	5,044,564	Mar 04 05:25 PM
Angrick William P III	Officer	Feb 18 '25	Proposed Sale	33.50	39,350	1,318,346		Feb 28 04:14 PM
Angrick William P III	Chairman of the Board and CEO	Feb 25 '25	Option Exercise	0.00	25,991	0	5,083,914	Feb 27 04:55 PM
Celaya Jorge	EVP & Chief Financial Officer	Feb 25 '25	Option Exercise	0.00	4,912	0	32,187	Feb 27 04:54 PM
Daunt John	EVP, Chief Commercial Officer	Feb 25 '25	Option Exercise	0.00	5,596	0	46,204	Feb 27 04:53 PM
Murray Novelette	Chief Human Resources Officer	Feb 25 '25	Option Exercise	0.00	2,811	0	37,610	Feb 27 04:51 PM
Murray Novelette	Chief Human Resources Officer	Feb 26 '25	Sale	34.84	11,009	383,554	25,172	Feb 27 04:51 PM
Murray Novelette	Chief Human Resources Officer	Feb 25 '25	Sale	33.96	7,938	269,574	36,181	Feb 27 04:51 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Feb 25 '25	Option Exercise	0.00	3,742	0	45,246	Feb 27 04:50 PM
Weiskircher Steven	SVP & Chief Technology Officer	Feb 25 '25	Option Exercise	0.00	3,622	0	48,197	Feb 27 04:49 PM
Murray Novelette	Officer	Feb 26 '25	Proposed Sale	34.84	11,009	383,567		Feb 26 04:19 PM
Murray Novelette	Officer	Feb 25 '25	Proposed Sale	33.96	7,938	269,536		Feb 25 04:13 PM
INFANTE BEATRIZ V	Director	Feb 20 '25	Sale	35.36	5,000	176,800	82,990	Feb 21 05:01 PM
Angrick William P III	Chairman of the Board and CEO	Feb 18 '25	Sale	36.19	100,000	3,619,000	5,087,623	Feb 20 04:53 PM
Angrick William P III	Chairman of the Board and CEO	Feb 19 '25	Sale	36.01	29,700	1,069,497	5,057,923	Feb 20 04:53 PM
INFANTE BEATRIZ V	Director	Feb 20 '25	Proposed Sale	35.35	5,000	176,755		Feb 20 03:24 PM
Angrick William P III	Officer	Feb 19 '25	Proposed Sale	36.01	29,700	1,069,357		Feb 19 04:41 PM
Angrick William P III	Officer	Feb 18 '25	Proposed Sale	36.19	100,000	3,618,900		Feb 18 04:29 PM
Murray Novelette	Chief Human Resources Officer	Feb 12 '25	Sale	34.88	10,000	348,800	44,119	Feb 13 04:58 PM
Murray Novelette	Chief Human Resources Officer	Feb 11 '25	Sale	34.44	10,000	344,400	54,119	Feb 13 04:58 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Feb 12 '25	Option Exercise	14.49	10,846	157,183	41,504	Feb 12 08:53 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Feb 11 '25	Sale	34.57	9,537	329,694	36,663	Feb 12 08:53 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Feb 12 '25	Sale	35.59	6,005	213,704	36,083	Feb 12 08:53 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Feb 10 '25	Sale	34.70	3,633	126,065	46,200	Feb 12 08:53 PM
Weiskircher Steven	SVP & Chief Technology Officer	Feb 11 '25	Option Exercise	18.76	2,440	45,768	50,664	Feb 12 06:42 PM
Weiskircher Steven	SVP & Chief Technology Officer	Feb 10 '25	Option Exercise	13.83	1,989	27,514	60,390	Feb 12 06:42 PM
Weiskircher Steven	SVP & Chief Technology Officer	Feb 11 '25	Sale	34.09	12,440	424,021	49,575	Feb 12 06:42 PM
Weiskircher Steven	SVP & Chief Technology Officer	Feb 10 '25	Sale	33.99	10,815	367,647	58,401	Feb 12 06:42 PM
Weiskircher Steven	SVP & Chief Technology Officer	Feb 12 '25	Sale	35.26	5,000	176,300	44,575	Feb 12 06:42 PM
Daunt John	EVP, Chief Commercial Officer	Feb 10 '25	Option Exercise	17.75	2,767	49,100	44,708	Feb 12 06:13 PM
Daunt John	EVP, Chief Commercial Officer	Feb 10 '25	Sale	33.42	2,767	92,473	43,309	Feb 12 06:13 PM
Celaya Jorge	EVP & Chief Financial Officer	Feb 10 '25	Sale	34.25	10,000	342,500	34,775	Feb 12 06:07 PM
Celaya Jorge	EVP & Chief Financial Officer	Feb 12 '25	Sale	35.33	7,500	264,975	27,275	Feb 12 06:07 PM
MARK A SHAFFER	Officer	Feb 12 '25	Proposed Sale	35.69	5,425	193,612		Feb 12 05:21 PM
Celaya Jorge	Officer	Feb 12 '25	Proposed Sale	35.33	7,500	264,950		Feb 12 04:38 PM
Murray Novelette	Officer	Feb 12 '25	Proposed Sale	34.88	10,000	348,789		Feb 12 04:05 PM
Weiskircher Steven	Officer	Feb 12 '25	Proposed Sale	35.26	5,000	176,315		Feb 12 03:25 PM
STEVEN J. WEISKIRCHER	Officer	Feb 11 '25	Proposed Sale	34.19	2,440	83,428		Feb 11 05:27 PM
Murray Novelette	Officer	Feb 11 '25	Proposed Sale	34.44	10,000	344,413		Feb 11 04:51 PM
Weiskircher Steven	Officer	Feb 11 '25	Proposed Sale	34.06	10,000	340,551		Feb 11 04:25 PM
Shaffer Mark A	Officer	Feb 10 '25	Proposed Sale	37.62	13,750	517,294		Feb 10 06:36 PM
Celaya Jorge	Officer	Feb 10 '25	Proposed Sale	34.25	10,000	342,489		Feb 10 05:23 PM
Weiskircher Steven	Officer	Feb 10 '25	Proposed Sale	34.02	10,000	340,215		Feb 10 04:50 PM
JOHN DAUNT	Officer	Feb 10 '25	Proposed Sale	33.42	2,767	92,479		Feb 10 04:15 PM
Angrick William P III	Chairman of the Board and CEO	Jan 17 '25	Option Exercise	0.00	25,120	0	5,187,623	Jan 21 04:37 PM
Celaya Jorge	EVP & Chief Financial Officer	Jan 17 '25	Option Exercise	0.00	1,806	0	44,775	Jan 21 04:35 PM
Daunt John	EVP, Chief Commercial Officer	Jan 17 '25	Option Exercise	0.00	2,438	0	45,747	Jan 21 04:34 PM
Murray Novelette	Chief Human Resources Officer	Jan 17 '25	Option Exercise	0.00	1,864	0	65,983	Jan 21 04:32 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Jan 17 '25	Option Exercise	0.00	2,366	0	49,833	Jan 21 04:31 PM
Weiskircher Steven	SVP & Chief Technology Officer	Jan 02 '25	Option Exercise	0.00	3,178	0	68,401	Jan 21 04:28 PM
Angrick William P III	Chairman of the Board and CEO	Jan 02 '25	Option Exercise	0.00	54,114	0	5,162,503	Jan 06 05:08 PM
Celaya Jorge	EVP & Chief Financial Officer	Jan 02 '25	Option Exercise	0.00	8,288	0	42,969	Jan 06 05:05 PM
Daunt John	EVP, Chief Commercial Officer	Jan 02 '25	Option Exercise	0.00	10,181	0	46,835	Jan 06 05:03 PM
Weiskircher Steven	SVP & Chief Technology Officer	Jan 02 '25	Option Exercise	0.00	7,485	0	65,223	Jan 06 05:02 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Jan 02 '25	Option Exercise	0.00	7,196	0	47,467	Jan 06 05:01 PM
Murray Novelette	Chief Human Resources Officer	Jan 02 '25	Option Exercise	0.00	5,393	0	65,821	Jan 06 05:00 PM
KOLODZIESKI EDWARD	Director	Dec 31 '24	Sale	32.90	2,000	65,800	15,229	Jan 02 04:08 PM
KOLODZIESKI EDWARD	Director	Dec 31 '24	Proposed Sale	32.90	2,000	65,800		Dec 31 11:42 AM
KOLODZIESKI EDWARD	Director	Dec 20 '24	Sale	31.29	26,000	813,540	19,229	Dec 23 05:38 PM
KOLODZIESKI EDWARD	Director	Dec 23 '24	Sale	31.90	2,000	63,800	17,229	Dec 23 05:38 PM
Angrick William P III	Chairman of the Board and CEO	Dec 20 '24	Option Exercise	0.00	6,832	0	5,108,389	Dec 23 04:57 PM
Celaya Jorge	EVP & Chief Financial Officer	Dec 20 '24	Option Exercise	0.00	1,073	0	34,681	Dec 23 04:55 PM
Daunt John	EVP, Chief Commercial Officer	Dec 20 '24	Option Exercise	0.00	1,136	0	44,445	Dec 23 04:53 PM
Murray Novelette	Chief Human Resources Officer	Dec 20 '24	Option Exercise	0.00	692	0	64,811	Dec 23 04:52 PM
Weiskircher Steven	SVP & Chief Technology Officer	Dec 20 '24	Option Exercise	0.00	796	0	57,738	Dec 23 04:50 PM
Shaffer Mark A	VP, Gen. Counsel & Secretary	Dec 20 '24	Option Exercise	0.00	879	0	40,271	Dec 23 04:48 PM
KOLODZIESKI EDWARD	Director	Dec 23 '24	Proposed Sale	31.90	2,000	63,800		Dec 23 03:17 PM
KOLODZIESKI EDWARD	Director	Dec 20 '24	Proposed Sale	31.30	26,000	813,727		Dec 20 04:32 PM
Celaya Jorge	EVP & Chief Financial Officer	Dec 16 '24	Sale	34.10	16,540	564,014	33,608	Dec 18 06:07 PM
Angrick William P III	Chairman of the Board and CEO	Dec 16 '24	Sale	33.30	100,000	3,330,000	5,101,557	Dec 18 06:05 PM
Mateus-Tique Jaime	Director	Dec 16 '24	Sale	33.47	50,000	1,673,500	418,262	Dec 18 05:59 PM
Mateus-Tique Jaime	Director	Dec 16 '24	Sale	33.22	50,000	1,661,000	103,660	Dec 18 05:59 PM

SNDX Syndax Pharmaceuticals Inc daily Stock Chart

Peers: LLY MRK PFE JNJ BMY AMGN GILD REGN VRTX BMRN

| Held by: VTI IWM XBI VXF IWO IBB VTWO SCHA VHT FESM

Index	RUT	P/E	-	EPS (ttm)	-3.87	Insider Own	4.16%	Shs Outstand	86.05M	Perf Week	1.90%
Market Cap	805.84M	Forward P/E	-	EPS next Y	-2.67	Insider Trans	-0.08%	Shs Float	82.47M	Perf Month	-11.82%
Enterprise Value	639.27M	PEG	-	EPS next Q	-1.00	Inst Own	115.59%	Short Float	26.68%	Perf Quarter	-28.95%
Income	-331.20M	P/S	18.43	EPS this Y	-1.15%	Inst Trans	3.37%	Short Ratio	9.58	Perf Half Y	-28.35%
Sales	43.72M	P/B	3.75	EPS next Y	29.00%	ROA	-55.96%	Short Interest	22.00M	Perf YTD	-29.16%
Book/sh	2.50	P/C	1.57	EPS next 5Y	27.52%	ROE	-93.70%	52W High	25.07 -62.64%	Perf Year	-52.89%
Cash/sh	5.95	P/FCF	-	EPS past 3/5Y	- -15.16%	ROIC	-60.64%	52W Low	8.58 9.15%	Perf 3Y	-50.68%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-44.66% 73.25%	Gross Margin	-0.37%	Volatility	6.10% 5.62%	Perf 5Y	-37.65%
Dividend TTM	-	EV/Sales	14.62	EPS Y/Y TTM	-19.97%	Oper. Margin	-786.03%	ATR (14)	0.62	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.75	Sales Y/Y TTM	-	Profit Margin	-757.52%	RSI (14)	40.98	Recom	1.25
Dividend Gr. 3/5Y	- -	Current Ratio	5.80	EPS Q/Q	-15.89%	SMA20	-8.06%	Beta	0.70	Target Price	34.18
Payout	-	Debt/Eq	1.61	Sales Q/Q	-	SMA50	-14.13%	Rel Volume	0.96	Prev Close	9.04
Employees	270	LT Debt/Eq	1.54	Earnings	May 05 AMC	SMA200	-34.99%	Avg Volume	2.30M	Price	9.36
IPO	Mar 03, 2016	Option/Short	Yes / Yes	EPS/Sales Surpr.	21.75% 21.71%	Trades		Volume	2,197,910	Change	3.60%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-24-24	Initiated	UBS	Buy	$37
Jun-28-24	Initiated	Jefferies	Buy	$37
Jan-31-24	Downgrade	Scotiabank	Sector Outperform → Sector Perform	$36 → $23
Dec-22-23	Initiated	Mizuho	Buy	$45
Oct-25-23	Initiated	BofA Securities	Buy	$29
Oct-11-23	Initiated	Goldman	Buy	$30
Jul-27-23	Initiated	Scotiabank	Sector Outperform
Jul-11-23	Initiated	Guggenheim	Buy	$40
Apr-17-23	Resumed	BTIG Research	Buy	$34
Jan-31-23	Initiated	Stifel	Buy	$37
Jan-03-23	Initiated	JP Morgan	Overweight	$41
Jul-28-22	Resumed	B. Riley Securities	Buy	$31
Apr-11-22	Initiated	H.C. Wainwright	Buy	$31
Feb-15-22	Initiated	Goldman	Buy	$37
Jun-04-21	Resumed	Robert W. Baird	Outperform	$30 → $31
May-25-21	Initiated	Citigroup	Buy	$24
Feb-18-21	Initiated	B. Riley Securities	Buy	$30
Dec-03-20	Initiated	Stifel	Buy	$32
May-22-20	Upgrade	Citigroup	Neutral → Buy	$26 → $23
May-22-20	Downgrade	H.C. Wainwright	Buy → Neutral	$25 → $15

Show Previous Ratings

Jun-24-25 04:01PM	Syndax Announces FDA Priority Review of sNDA for Revuforj (revumenib) in Relapsed or Refractory mNPM1 Acute Myeloid Leukemia (GlobeNewswire)
12:45PM	Syndax Pharmaceuticals Publishes Positive Revumenib Data from BEAT AML Trial (Insider Monkey)
Jun-13-25 12:10PM	Syndax reports publication of revumenib data from BEAT AML trial (TipRanks)
Jun-12-25 12:02PM	Syndax Announces Publication of Revumenib Data from the BEAT AML Trial in the Journal of Clinical Oncology and Simultaneous Presentation at EHA 2025 (GlobeNewswire)
07:00AM	Syndax Presents New Revuforj (revumenib) Data in Relapsed/Refractory mNPM1 and NUP98r Acute Leukemia from AUGMENT-101 Trial at EHA 2025 (GlobeNewswire)
04:01PM	Loading…
Jun-05-25 04:01PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (GlobeNewswire)
May-29-25 07:00AM	Syndax Announces Participation in June Investor Conferences (GlobeNewswire)
May-14-25 09:30AM	Syndax Announces Data Presentations at EHA 2025 Showcasing Revuforj (revumenib) and Niktimvo (axatilimab-csfr) (GlobeNewswire) -8.93%
May-12-25 04:01PM	Syndax Pharmaceuticals Appoints Dr. Nicholas Botwood as Head of Research and Development and Chief Medical Officer (GlobeNewswire) -7.28%
May-09-25 09:55AM	Wall Street Analysts See a 219.98% Upside in Syndax (SNDX): Can the Stock Really Move This High? (Zacks)
May-08-25 07:00AM	Syndax Announces Participation in May Investor Conferences (GlobeNewswire) +10.21%
May-07-25 04:01PM	Syndax Announces Publication of Pivotal Revumenib Data in Relapsed or Refractory mNPM1 Acute Myeloid Leukemia in the Journal Blood (GlobeNewswire) -6.11%
May-06-25 01:13PM	Q1 2025 Syndax Pharmaceuticals Inc Earnings Call (Thomson Reuters StreetEvents) -21.59%
03:06AM	Syndax Pharmaceuticals Inc (SNDX) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
May-05-25 05:10PM	Syndax Pharmaceuticals (SNDX) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:08PM	Loading…
04:08PM	Syndax: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Syndax Reports First Quarter 2025 Financial Results and Provides Business Update (GlobeNewswire)
May-02-25 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (GlobeNewswire)
09:26AM	Syndax Pharmaceuticals Inc (SNDX) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Apr-28-25 07:00AM	Syndax to Announce First Quarter 2025 Financial Results and Host Conference Call and Webcast on May 5, 2025 (GlobeNewswire)
Apr-07-25 09:08AM	Syndax Pharmaceuticals: Down But Not Out (Seeking Alpha)
Apr-04-25 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (GlobeNewswire) -9.71%
Apr-02-25 07:00AM	Syndax Announces Participation at the Stifel 2025 Virtual Targeted Oncology Forum (GlobeNewswire) +7.99%
Mar-30-25 03:50AM	abrdn Life Sciences Investors Q4 2024 Commentary (Seeking Alpha)
Mar-20-25 01:03PM	3 Promising Biotechs Trading Substantially Under Consensus Analyst Firm Price Targets (SeekingAlpha) +7.47%
Mar-05-25 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (GlobeNewswire)
10:00AM	Syndax Pharmaceuticals Inc (SNDX) Q4 2024 Earnings Call Highlights: Strong Product Launch and ... (GuruFocus.com)
Mar-03-25 08:15AM	Syndax Pharmaceuticals (SNDX) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
07:13AM	Syndax: Q4 Earnings Snapshot (Associated Press Finance)
07:01AM	Syndax Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Business Update (GlobeNewswire)
07:07AM	Loading…
Feb-28-25 07:07AM	Earnings To Watch: Syndax Pharmaceuticals Inc (SNDX) Reports Q4 2024 Result (GuruFocus.com)
Feb-25-25 07:00AM	Syndax Announces Participation in March Investor Conferences (GlobeNewswire)
Feb-24-25 07:00AM	Syndax to Announce Fourth Quarter and Full Year 2024 Financial Results and Host Conference Call and Webcast on March 3, 2025 (GlobeNewswire)
Feb-04-25 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Jan-30-25 07:00AM	Syndax Announces Participation in February Investor Conferences (PR Newswire)
Jan-15-25 05:34PM	Incyte and Syndax Announce U.S. Food and Drug Administration (FDA) Approval of Niktimvo (axatilimab-csfr) 9 mg and 22 mg Vial Sizes (PR Newswire)
Jan-13-25 07:00AM	Syndax Highlights Recent Accomplishments and Anticipated 2025 Milestones at the 43rd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Jan-07-25 07:00AM	Syndax Announces Presentation at 43rd Annual J.P. Morgan Healthcare Conference (PR Newswire)
Jan-03-25 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Dec-09-24 07:30AM	Syndax Announces Additional Positive Data for Revuforj (revumenib) from AUGMENT-101 Trial in Relapsed or Refractory mNPM1 AML and BEAT AML Frontline Combination Trial (PR Newswire) -8.52%
Dec-07-24 06:15PM	Syndax Presents Positive Revuforj (revumenib) Data in Acute Leukemias from Multiple Trials, Including the SAVE Combination and AUGMENT-101 Trials, at 66th ASH Annual Meeting (PR Newswire)
Dec-04-24 01:32PM	Why Is Syndax Pharmaceuticals, Inc. (SNDX) Among the Best Small-Cap Biotech Stocks With Massive Potential According to Hedge Funds? (Insider Monkey)
Dec-03-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Nov-27-24 07:00AM	Syndax Announces Participation at the Citi 2024 Global Healthcare Conference (PR Newswire)
Nov-18-24 07:12AM	Syndax secures FDA OK for new kind of leukemia drug (BioPharma Dive)
06:39AM	FDA approves Syndaxs Revuforj to treat leukaemia (Pharmaceutical Technology)
Nov-15-24 05:29PM	Syndax Announces FDA Approval of Revuforj (revumenib), the First and Only Menin Inhibitor to Treat Adult and Pediatric Patients with Relapsed or Refractory Acute Leukemia with a KMT2A Translocation (PR Newswire) -5.72%
Nov-14-24 08:00AM	Biotech Companies' Q3 Updates: Promising Cancer Treatments on the Horizon (PR Newswire)
Nov-13-24 01:06PM	Syndaxs stock sinks by 25% despite AML trial meeting primary endpoint (Pharmaceutical Technology)
07:21AM	Syndaxs revumenib meets primary results in AML trial (TipRanks)
Nov-12-24 01:07PM	Syndax Pharmaceuticals Stock Falls After Data From Mid-Stage Study Of Revumenib In Form Of Blood Cancer (Benzinga) -25.57%
07:00AM	Syndax Announces Positive Pivotal Topline Results from Relapsed or Refractory mNPM1 AML Cohort in AUGMENT-101 Trial of Revumenib (PR Newswire)
Nov-07-24 12:32AM	Q3 2024 Royalty Pharma PLC Earnings Call (Thomson Reuters StreetEvents)
Nov-06-24 12:16PM	Q3 2024 Syndax Pharmaceuticals Inc Earnings Call (Thomson Reuters StreetEvents) +8.43%
05:00AM	Moderna said to shuffle sales leadership; Vertex records first Casgevy sale (BioPharma Dive)
02:23AM	Syndax Pharmaceuticals Inc (SNDX) Q3 2024 Earnings Call Highlights: Strategic Advances and ... (GuruFocus.com)
Nov-05-24 05:10PM	Syndax Pharmaceuticals (SNDX) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:09PM	Syndax: Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	Syndax Reports Third Quarter 2024 Financial Results and Provides Business Update (PR Newswire)
09:01AM	Syndax to Host ASH Investor Event in Person and via Webcast on December 9, 2024 (PR Newswire)
09:00AM	Syndax Announces Revumenib Abstracts to Be Presented at the 66th ASH Annual Meeting (PR Newswire)
09:00AM	Syndax Announces New Data from Secondary Analysis of the Pivotal AGAVE-201 Trial of Niktimvo (axatilimab-csfr) in Chronic Graft-Versus-Host Disease to Be Presented at 66th ASH Annual Meeting (PR Newswire)
04:32AM	Syndax agrees funding with Royalty Pharma for Niktimvo US sales (Pharmaceutical Technology)
Nov-04-24 04:15PM	Royalty Pharma and Syndax Pharmaceuticals Enter Into $350 Million Royalty Funding Agreement for Niktimvo (GlobeNewswire)
04:01PM	Syndax Pharmaceuticals and Royalty Pharma Enter into $350 Million Royalty Funding Agreement for Niktimvo (PR Newswire)
Nov-01-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
07:00AM	Syndax Announces Participation in November Investor Conferences (PR Newswire)
Oct-29-24 07:00AM	Syndax to Announce Third Quarter 2024 Financial Results and Host Conference Call and Webcast on November 5, 2024 (PR Newswire)
Oct-18-24 03:03PM	State Street Corp's Strategic Acquisition in Syndax Pharmaceuticals (GuruFocus.com)
Oct-09-24 03:54PM	Syndax Pharmaceuticals Inc (SNDX) Q2 2024 Earnings Call Highlights: Strategic Advances and ... (GuruFocus.com)
Oct-04-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Sep-18-24 05:15PM	Incyte and Syndax Announce New England Journal of Medicine Publication of Data from Pivotal AGAVE-201 Trial of Niktimvo (axatilimab-csfr) in Chronic Graft-Versus-Host Disease (PR Newswire)
Sep-06-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Sep-05-24 12:01AM	Syndax Pharmaceuticals, Inc. (SNDX): This Small-Cap Healthcare Stock Is A Good Buy Right Now (Insider Monkey)
Sep-02-24 05:22PM	10 Best Small-Cap Healthcare Stocks To Buy Now (Insider Monkey)
Aug-15-24 12:32PM	FDA greenlights Incyte and Syndaxs GvHD drug Niktimvo (Pharmaceutical Technology)
10:11AM	FDA Approves Incyte/Syndax Partnered Drug For Chronic Graft-Versus-Host Disease, A Post-Transplant Complication (Benzinga)
Aug-14-24 05:34PM	Incyte and Syndax Announce U.S. FDA Approval of Niktimvo (axatilimab-csfr) for the Treatment of Chronic Graft-Versus-Host Disease (GVHD) (Business Wire)
Aug-12-24 07:00AM	Syndax Announces Publication in the Journal of Clinical Oncology of Data from the Pivotal AUGMENT-101 Trial of Revumenib in Relapsed/Refractory KMT2Ar Acute Leukemia (PR Newswire)
Aug-05-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire) -6.56%
Aug-01-24 04:46PM	Syndax: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Syndax Reports Second Quarter 2024 Financial Results and Provides Clinical and Business Update (PR Newswire)
08:00AM	Sagimet Biosciences Announces Appointment of Anne Phillips and Jennifer Jarrett to its Board of Directors (GlobeNewswire)
Jul-30-24 03:07PM	3 Biotech Stocks That Could Make Your Summer Unforgettable (InvestorPlace)
Jul-29-24 02:42PM	FDA Delays Decision on Syndax Leukemia Drug; Stock Sinks (Investopedia) -10.21%
07:01AM	Syndax Announces PDUFA Action Date Extension for Revumenib NDA for Relapsed or Refractory KMT2Ar Acute Leukemia (PR Newswire)
Jul-25-24 09:55AM	Wall Street Analysts Think Syndax (SNDX) Could Surge 50.26%: Read This Before Placing a Bet (Zacks)
07:00AM	Syndax to Announce Second Quarter 2024 Financial Results and Host Conference Call and Webcast on August 1, 2024 (PR Newswire)
Jul-09-24 09:55AM	Wall Street Analysts Believe Syndax (SNDX) Could Rally 67.11%: Here's is How to Trade (Zacks) +6.81%
Jul-05-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
Jun-17-24 09:00AM	Acute Myeloid Leukemia is on the Rise as Biotechs Race to Develop Groundbreaking Therapies (GlobeNewswire)
Jun-14-24 07:00AM	Syndax Presents Updated Positive Data from BEAT AML and AUGMENT-102 Phase 1/2 Combination Trials of Revumenib in Patients with Acute Leukemias at EHA 2024 Congress (PR Newswire)
Jun-10-24 07:30AM	Pyxis Oncology Expands Board of Directors with Appointment of Michael A. Metzger (GlobeNewswire)
Jun-06-24 07:00AM	Syndax Announces Plans to Advance into Phase 1b Portion of Trial Evaluating Revumenib in Relapsed or Refractory Metastatic MSS CRC (PR Newswire)
Jun-05-24 07:00AM	Syndax Announces Participation at the Goldman Sachs 45th Annual Global Healthcare Conference (PR Newswire)
Jun-03-24 04:05PM	Syndax Pharmaceuticals Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) (PR Newswire)
May-15-24 04:05PM	Syndax Pharmaceuticals Appoints Aleksandra Rizo, M.D., Ph.D. to the Board of Directors (PR Newswire)
May-12-24 08:26AM	Syndax Pharmaceuticals, Inc. (NASDAQ:SNDX) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:00AM	Syndax Announces Participation at the Bank of America Securities 2024 Health Care Conference (PR Newswire)
03:03AM	Syndax Pharmaceuticals Inc (SNDX) Q1 2024 Earnings Call Transcript Highlights: Strategic ... (GuruFocus.com)

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include SyndAccess, Revuforj, Niktimvo, and IncyteCARES. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Botwood Nicholas A.J.	Head of R&D, CMO	May 16 '25	Buy	8.99	11,765	105,826	35,165	May 19 04:03 PM
Huber Martin H. Jr.	Director	May 19 '25	Buy	8.99	5,000	44,950	79,000	May 19 04:02 PM
Katkin Keith	Director	May 19 '25	Buy	9.11	10,000	91,120	100,000	May 19 04:01 PM
Metzger Michael A	Chief Executive Officer	Mar 14 '25	Option Exercise	7.20	6,074	43,733	306,195	Mar 17 06:01 AM
Metzger Michael A	Chief Executive Officer	Mar 04 '25	Option Exercise	7.20	7,814	56,261	307,935	Mar 06 04:10 PM
Metzger Michael A	Chief Executive Officer	Mar 04 '25	Sale	15.05	7,814	117,564	300,121	Mar 06 04:10 PM
MICHAEL METZGER	Officer	Mar 04 '25	Proposed Sale	15.48	13,888	214,986		Mar 04 05:10 PM
Goldan Keith A.	Chief Financial Officer	Feb 10 '25	Sale	15.50	3,777	58,559	90,746	Feb 12 05:16 PM
Metzger Michael A	Chief Executive Officer	Feb 10 '25	Sale	15.50	13,288	206,017	300,121	Feb 12 05:15 PM
Gallagher Neil	President, Head of R&D	Feb 10 '25	Sale	15.50	4,618	71,597	85,095	Feb 12 05:13 PM
Goldan Keith A.	Officer	Feb 10 '25	Proposed Sale	15.50	3,777	58,559		Feb 10 03:29 PM
Metzger Michael A	Officer	Feb 10 '25	Proposed Sale	15.50	13,288	206,017		Feb 10 03:20 PM
Gallagher Neil	Officer	Feb 10 '25	Proposed Sale	15.50	4,618	71,597		Feb 10 03:17 PM

Open in Screener

STIM

Neuronetics Inc

Jun 30 • 04:00PM ET

3.49

Dollar change -0.04
Percentage change -1.13	%

Healthcare • Medical Devices • USA • NASD

Peers: COHR NOVA NVCR GNFT XFOR XERS SENS BLDR CANF

| Held by: VTI IWM VXF IWO PSIL IWC GSSC RSSL QQQS UWM

Index	-	P/E	-	EPS (ttm)	-1.31	Insider Own	44.39%	Shs Outstand	65.82M	Perf Week	1.75%
Market Cap	229.72M	Forward P/E	-	EPS next Y	-0.21	Insider Trans	-1.25%	Shs Float	36.60M	Perf Month	-11.65%
Enterprise Value	294.91M	PEG	-	EPS next Q	-0.08	Inst Own	25.97%	Short Float	8.51%	Perf Quarter	-7.43%
Income	-48.01M	P/S	2.57	EPS this Y	74.08%	Inst Trans	125.81%	Short Ratio	3.50	Perf Half Y	139.04%
Sales	89.45M	P/B	6.48	EPS next Y	42.27%	ROA	-39.06%	Short Interest	3.11M	Perf YTD	116.77%
Book/sh	0.54	P/C	10.72	EPS next 5Y	-	ROE	-152.14%	52W High	5.92 -41.05%	Perf Year	101.73%
Cash/sh	0.33	P/FCF	-	EPS past 3/5Y	-4.00% 2.71%	ROIC	-42.46%	52W Low	0.52 571.15%	Perf 3Y	-4.12%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	10.63% 3.63%	Gross Margin	60.81%	Volatility	5.79% 5.27%	Perf 5Y	66.99%
Dividend TTM	-	EV/Sales	3.30	EPS Y/Y TTM	-37.60%	Oper. Margin	-42.70%	ATR (14)	0.21	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.28	Sales Y/Y TTM	22.16%	Profit Margin	-53.67%	RSI (14)	39.55	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.44	EPS Q/Q	22.80%	SMA20	-4.15%	Beta	1.86	Target Price	6.83
Payout	-	Debt/Eq	2.33	Sales Q/Q	83.59%	SMA50	-12.77%	Rel Volume	0.56	Prev Close	3.53
Employees	716	LT Debt/Eq	2.19	Earnings	May 06 BMO	SMA200	28.81%	Avg Volume	888.63K	Price	3.49
IPO	Jun 28, 2018	Option/Short	Yes / Yes	EPS/Sales Surpr.	-69.63% 10.00%	Trades		Volume	496,691	Change	-1.13%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-13-24	Downgrade	William Blair	Outperform → Mkt Perform
Oct-13-21	Downgrade	William Blair	Outperform → Mkt Perform
Oct-13-21	Downgrade	BTIG Research	Buy → Neutral
Jan-22-21	Upgrade	William Blair	Mkt Perform → Outperform
Feb-06-20	Initiated	BTIG Research	Buy	$11
Jul-24-18	Initiated	Canaccord Genuity	Buy

Jun-19-25 07:00PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Jun-10-25 08:31AM	Neuronetics Announces Clinical Presence at the 2025 Clinical TMS Society Annual Meeting and Progress in Greenbrook's Personalized Care Trial Program (GlobeNewswire)
Jun-02-25 04:30PM	Neuronetics Set to Join Russell 2000 and Russell 3000 Indexes (GlobeNewswire)
May-14-25 08:31AM	Neuronetics Launches First Inaugural National TMS Therapy Awareness Day During Mental Health Awareness Month (GlobeNewswire)
May-07-25 03:09AM	Neuronetics Inc (STIM) Q1 2025 Earnings Call Highlights: Revenue Surge Amidst Margin Challenges (GuruFocus.com)
08:20AM	Loading…
May-06-25 08:20AM	Neuronetics (STIM) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:20AM	Neuronetics: Q1 Earnings Snapshot (Associated Press Finance)
07:10AM	Neuronetics Reports First Quarter 2025 Financial and Operating Results (GlobeNewswire)
May-05-25 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
07:40AM	Integra LifeSciences (IART) Q1 Earnings Miss Estimates (Zacks)
Apr-30-25 05:50AM	Why Neuronetics, Inc. (STIM) is Surging in 2025 (Insider Monkey)
Apr-22-25 08:30AM	Neuronetics to Report First Quarter 2025 Financial and Operating Results and Host Conference Call (GlobeNewswire)
Apr-02-25 03:26PM	BrainsWay: Strong Growth Prospects Matter Little To The Market (Seeking Alpha)
Mar-31-25 08:31AM	Evernorth Health Services, a Cigna Company, Expands NeuroStar TMS Coverage for Adolescents Struggling with Depression (GlobeNewswire)
Mar-29-25 11:45PM	Neuronetics: Explosive Growth Poised To Soar On FDA Breakthroughs (Seeking Alpha)
04:30PM	Loading…
Mar-27-25 04:30PM	Neuronetics Reports Updated Fourth Quarter and Full Year 2024 Financial and Operating Results (GlobeNewswire) -5.75%
Mar-18-25 09:55AM	Wall Street Analysts Think Neuronetics (STIM) Could Surge 34.98%: Read This Before Placing a Bet (Zacks)
Mar-05-25 02:06AM	Neuronetics Inc (STIM) Q4 2024 Earnings Call Highlights: Revenue Growth Amidst Rising Expenses ... (GuruFocus.com) +7.11%
Mar-04-25 11:29PM	Q4 2024 Neuronetics Inc Earnings Call (Thomson Reuters StreetEvents) +18.78%
07:36AM	Neuronetics: Q4 Earnings Snapshot (Associated Press Finance)
07:10AM	Neuronetics Reports Fourth Quarter and Full Year 2024 Financial and Operating Results (GlobeNewswire)
Mar-03-25 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
07:20AM	Neuronetics Inc (STIM) Q4 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Feb-22-25 05:08PM	Neuronetics, Inc. (STIM): Among the Hot Penny Stocks to Buy Now (Insider Monkey)
Feb-21-25 08:30AM	Neuronetics to Report Fourth Quarter 2024 Financial and Operating Results and Host Conference Call (GlobeNewswire) -13.96%
Feb-07-25 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) -13.76% +25.73%
07:54AM	Neuronetics Announces Pricing of $18 Million Underwritten Public Offering of Common Stock (GlobeNewswire)
Feb-06-25 04:23PM	Neuronetics Announces Launch of Underwritten Public Offering of Common Stock (GlobeNewswire) +8.87%
Feb-03-25 07:27PM	Why Neuronetics Inc (STIM) Is Skyrocketing So Far In 2025 (Insider Monkey) +7.81%
Jan-29-25 08:31AM	NeuroStar Unveils Two Significant Publications on TMS Therapy for Depression (GlobeNewswire) +6.31%
08:00AM	Loading…
Jan-13-25 08:00AM	Neuronetics Provides Business Update and Issues 2025 Guidance (GlobeNewswire) +36.84%
Dec-18-24 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +5.38% -5.84%
Dec-16-24 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +19.27%
Dec-10-24 10:00AM	Neuronetics and Greenbrook TMS Announce Closing of Transaction (GlobeNewswire)
Nov-20-24 08:30AM	Neuronetics to Present at the Piper Sandler 36th Annual Healthcare Conference (GlobeNewswire) +6.26%
Nov-13-24 02:10AM	Neuronetics Inc (STIM) Q3 2024 Earnings Call Highlights: Revenue Growth Amid Rising Expenses ... (GuruFocus.com) -11.65%
Nov-12-24 06:45PM	CORRECTION Neuronetics Reports Record Third Quarter 2024 Financial and Operating Results (GlobeNewswire) -37.27%
04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
08:20AM	Neuronetics (STIM) Reports Q3 Loss, Lags Revenue Estimates (Zacks)
07:19AM	Neuronetics: Q3 Earnings Snapshot (Associated Press Finance)
07:10AM	Neuronetics Reports Record Third Quarter 2024 Financial and Operating Results (GlobeNewswire)
Nov-11-24 07:26AM	Neuronetics Inc (STIM) Q3 2024 Earnings Report Preview: What to Expect (GuruFocus.com) -5.98%
Oct-29-24 04:30PM	Neuronetics to Report Third Quarter 2024 Financial and Operating Results and Host Conference Call (GlobeNewswire) +5.94%
Oct-14-24 08:31AM	NeuroStar Oral Presentation at AACAP 2024 Highlights Largest Study Evaluating TMS Efficacy in Adolescents with Depression (GlobeNewswire)
Oct-04-24 08:33AM	Neuronetics and Greenbrook TMS Announce Receipt of Interim Order in Respect of Proposed Arrangement and Provide Details of Shareholder Meetings (PR Newswire) +7.58%
Sep-25-24 08:31AM	Health Care Service Corporation Adds First-Line TMS Coverage for Adolescents (GlobeNewswire) -6.18%
Sep-19-24 08:31AM	Expanded Health Policies Enhance TMS Therapy Access for Adolescents and Adults (GlobeNewswire)
Sep-16-24 08:32AM	NeuroStar Releases Software Upgrades to Elevate Patient Care (GlobeNewswire) +6.70%
Sep-03-24 08:29AM	NeuroStar Honors Suicide Prevention Month With Milestone Achievement and Powerful Stories (GlobeNewswire)
Aug-20-24 08:29AM	NeuroStar Marks Two Years of Transformative Impact with NeuroStar University (GlobeNewswire)
Aug-15-24 05:42AM	Neuronetics inks Greenbrook merger to acquire treatment centers (MedTech Dive) +16.32%
Aug-13-24 12:56PM	Neuronetics' (STIM) Latest Deal to Aid Mental Health Treatments (Zacks)
12:47PM	Neuronetics (STIM) Inks a New Merger Agreement With Greenbrook (Zacks)
09:45AM	Neuronetics (STIM) Q2 Loss Wider Than Expected, Revenues Fall Y/Y (Zacks)
Aug-12-24 08:25AM	Neuronetics (STIM) Reports Q2 Loss, Lags Revenue Estimates (Zacks) -58.15%
07:19AM	Neuronetics: Q2 Earnings Snapshot (Associated Press Finance)
07:15AM	Neuronetics and Greenbrook TMS Announce Definitive Agreement to Merge (GlobeNewswire)
07:10AM	Neuronetics Reports Record Second Quarter 2024 Financial and Operating Results (GlobeNewswire)
Aug-05-24 04:36PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Aug-01-24 08:29AM	NeuroStar Partners With This Is My Brave to Recognize Teen Mental Health Month (GlobeNewswire)
Jul-31-24 08:30AM	Neuronetics to Present at the Canaccord Genuity 44th Annual Growth Conference (GlobeNewswire)
Jul-30-24 08:30AM	Neuronetics Announces the Closing of up to $90 Million Senior Secured Credit Facility with Perceptive Advisors (GlobeNewswire)
Jul-29-24 08:30AM	Neuronetics to Report Second Quarter 2024 Financial and Operating Results and Host Conference Call (GlobeNewswire)
Jul-22-24 08:31AM	Aetna Policy Update Expands TMS Availability for Adolescents With Depression (GlobeNewswire)
Jul-18-24 10:30AM	3 Neurotech Stocks Bridging Mind and Machine (InvestorPlace) -5.00%
Jul-11-24 12:53PM	TMS in California will have Medicaid coverage for major depressive disorder patients (Medical Device Network)
08:36AM	California Medicaid Adds TMS Access for 14.8 Million Adolescents and Adults (GlobeNewswire)
Jul-10-24 08:32AM	BlueCross BlueShield MI and Cambia Health Solutions Expand TMS Access for Depressed Adolescents (GlobeNewswire)
07:23AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday (InvestorPlace)
Jul-02-24 10:40AM	Neuronetics (STIM) Expands NeuroStar Portfolio With New Launch (Zacks)
Jul-01-24 08:02AM	NeuroStar Launches Better Me Provider Program Nationwide (GlobeNewswire)
Jun-13-24 08:31AM	NeuroStar Showcases Cutting-Edge Research at Clinical TMS Society Annual Meeting (GlobeNewswire)
Jun-07-24 02:38AM	Director Robert Cascella Acquires 50,000 Shares of Neuronetics Inc (STIM) (GuruFocus.com) +10.34%
May-23-24 08:30AM	Neuronetics to Present at the William Blair 44th Annual Growth Stock Conference (GlobeNewswire)
May-15-24 07:32AM	Humana Is First Commercial Payer to Address TMS Therapy Coverage for Adolescents (GlobeNewswire)
May-08-24 09:30AM	Neuronetics, Inc. (NASDAQ:STIM) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:15AM	Neuronetics Inc (STIM) (Q1 2024) Earnings Call Transcript Highlights: Strategic Growth Amidst ... (GuruFocus.com)
May-07-24 11:34PM	Q1 2024 Neuronetics Inc Earnings Call (Thomson Reuters StreetEvents) -30.67%
08:58AM	Neuronetics Inc (STIM) Reports Q1 2024 Earnings: Revenue Surpasses Estimates, Narrowing Losses (GuruFocus.com)
08:40AM	Neuronetics (STIM) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:40AM	Neuronetics: Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	Neuronetics Reports Record First Quarter 2024 Financial and Operating Results (GlobeNewswire)
May-03-24 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire) +8.86%
May-01-24 08:31AM	NeuroStar TMS Advances Treatment for Adolescents During Mental Health Awareness Month (GlobeNewswire) +5.49%
Apr-23-24 04:30PM	Neuronetics to Report First Quarter 2024 Financial and Operating Results and Host Conference Call (GlobeNewswire)
Apr-10-24 08:31AM	New Publication in Brain Stimulation Confirms Full TMS Treatment Course Is Vital (GlobeNewswire)
Apr-01-24 10:52AM	Neuronetics' (STIM) FDA-Cleared NeuroStar to Aid in Depression (Zacks)
Mar-27-24 04:30PM	Neuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
01:10AM	Neuronetics wins FDA clearance for device to treat adolescents with depression (MedTech Dive)
Mar-25-24 08:30AM	NeuroStar Advanced Therapy Receives FDA Clearance as a First-Line Add-On Treatment for Adolescents with Depression (GlobeNewswire) +11.35%
Mar-08-24 08:06AM	Neuronetics (STIM) Progresses in MRD and TRD With New Deal (Zacks)
Mar-07-24 02:00PM	Neuronetics Inc (STIM) Reports Record Revenues in Q4 and Full Year 2023 (GuruFocus.com)
10:16AM	Neuronetics, Inc. (NASDAQ:STIM) Q4 2023 Earnings Call Transcript (Insider Monkey)
08:22AM	Neuronetics Announces 5-Year Exclusive Partnership with Transformations Care Network (GlobeNewswire)
Mar-05-24 11:39PM	Q4 2023 Neuronetics Inc Earnings Call (Thomson Reuters StreetEvents) +15.41% +24.84%
08:40AM	Neuronetics (STIM) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
07:46AM	Neuronetics: Q4 Earnings Snapshot (Associated Press Finance)
07:30AM	Neuronetics Reports Record Fourth Quarter and Record Full Year 2023 Financial and Operating Results (GlobeNewswire)
Feb-20-24 08:30AM	Neuronetics to Report Fourth Quarter 2023 Financial and Operating Results and Host Conference Call (GlobeNewswire)
Feb-12-24 08:32AM	Neuronetics Launches Latest Evolution in its TrakStar Patient Data Management System (GlobeNewswire)

Neuronetics, Inc. is a commercial stage medical technology company, which focuses on designing, developing, and marketing products that improve the quality of life for patients who suffer from neurohealth disorders. It operates through United States and International geographical segments. The company was founded by Steven B. Waite, Bruce J. Shook, Norman R. Weldon, and Thomas D. Weldon in 1998 and is headquartered in Malvern, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Furlong Stephen	EVP, CFO and Treasurer	May 12 '25	Sale	4.27	193,460	826,074	416,593	May 14 05:05 PM
Furlong Stephen	EVP, CFO and Treasurer	May 13 '25	Sale	4.16	6,540	27,206	410,053	May 14 05:05 PM
Furlong Stephen	Officer	May 13 '25	Proposed Sale	4.16	6,540	27,190		May 13 12:54 PM
Furlong Stephen	Officer	May 12 '25	Proposed Sale	4.27	193,460	826,283		May 12 04:40 PM
Furlong Stephen	EVP, CFO and Treasurer	Mar 04 '25	Sale	4.48	1,867	8,364	610,053	Mar 06 05:00 PM
MACAN WILLIAM ANDREW	EVP, GC, CCO and CS	Mar 04 '25	Sale	4.48	377	1,689	526,805	Mar 06 05:00 PM
MACAN WILLIAM ANDREW	Officer	Mar 04 '25	Proposed Sale	4.48	377	1,688		Mar 04 03:27 PM
Furlong Stephen	Officer	Mar 04 '25	Proposed Sale	4.48	1,867	8,360		Mar 04 03:16 PM
Sullivan Keith J	President and CEO	Feb 19 '25	Sale	4.70	24,440	114,868	1,232,988	Feb 20 05:21 PM
Sullivan Keith J	President and CEO	Feb 18 '25	Sale	4.41	25,934	114,369	1,257,428	Feb 20 05:21 PM
Sullivan Keith J	Officer	Feb 19 '25	Proposed Sale	4.70	24,440	114,760		Feb 19 03:16 PM
MACAN WILLIAM ANDREW	EVP, GC, CCO and CS	Feb 14 '25	Sale	4.11	18,965	77,946	369,682	Feb 18 05:03 PM
Furlong Stephen	EVP, CFO and Treasurer	Feb 14 '25	Sale	4.11	17,307	71,132	454,420	Feb 18 05:02 PM
Sullivan Keith J	Officer	Feb 18 '25	Proposed Sale	4.41	25,934	114,356		Feb 18 03:16 PM
Furlong Stephen	EVP, CFO and Treasurer	Feb 12 '25	Sale	3.83	10,845	41,536	471,727	Feb 14 05:00 PM
MACAN WILLIAM ANDREW	EVP, GC, CCO and CS	Feb 12 '25	Sale	3.83	12,175	46,630	388,647	Feb 14 05:00 PM
Furlong Stephen	Officer	Feb 14 '25	Proposed Sale	4.11	17,307	71,158		Feb 14 03:13 PM
MACAN WILLIAM ANDREW	Officer	Feb 14 '25	Proposed Sale	4.11	18,965	77,975		Feb 14 03:13 PM
MACAN WILLIAM ANDREW	EVP, GC, CCO and CS	Feb 10 '25	Sale	3.28	1,970	6,462	400,822	Feb 12 05:05 PM
Sullivan Keith J	President and CEO	Feb 10 '25	Sale	3.28	40,992	134,454	1,283,362	Feb 12 05:05 PM
Furlong Stephen	EVP, CFO and Treasurer	Feb 10 '25	Sale	3.28	14,836	48,662	482,572	Feb 12 05:05 PM
Furlong Stephen	Officer	Feb 12 '25	Proposed Sale	3.83	10,845	41,554		Feb 12 03:17 PM
MACAN WILLIAM ANDREW	Officer	Feb 12 '25	Proposed Sale	3.83	12,175	46,650		Feb 12 03:08 PM
Sullivan Keith J	Officer	Feb 10 '25	Proposed Sale	3.28	40,992	134,466		Feb 10 03:17 PM
MACAN WILLIAM ANDREW	Officer	Feb 10 '25	Proposed Sale	3.28	1,970	6,462		Feb 10 03:16 PM
Furlong Stephen	Officer	Feb 10 '25	Proposed Sale	3.28	14,836	48,667		Feb 10 03:13 PM
Furlong Stephen	EVP, CFO and Treasurer	Oct 08 '24	Sale	0.82	1,368	1,122	497,408	Oct 10 05:05 PM
MACAN WILLIAM ANDREW	EVP, GC, CCO and CS	Oct 08 '24	Sale	0.82	1,541	1,264	402,792	Oct 10 05:05 PM
Furlong Stephen	Officer	Oct 08 '24	Proposed Sale	0.82	1,368	1,116		Oct 08 03:20 PM
MACAN WILLIAM ANDREW	Officer	Oct 08 '24	Proposed Sale	0.82	1,541	1,257		Oct 08 03:19 PM
CASCELLA ROBERT	Director	Sep 12 '24	Buy	0.75	100,000	75,000	453,098	Sep 13 05:02 PM
MUIR GLENN P	Director	Sep 05 '24	Buy	0.80	25,000	20,000	289,818	Sep 06 05:05 PM
MUIR GLENN P	Director	Aug 28 '24	Buy	0.85	12,776	10,860	252,594	Aug 30 05:15 PM
MUIR GLENN P	Director	Aug 29 '24	Buy	0.85	12,224	10,390	264,818	Aug 30 05:15 PM
MUIR GLENN P	Director	Aug 20 '24	Buy	1.00	25,000	25,000	239,818	Aug 21 05:15 PM
CASCELLA ROBERT	Director	Aug 16 '24	Buy	1.06	35,000	37,100	349,098	Aug 19 05:13 PM
CASCELLA ROBERT	Director	Aug 19 '24	Buy	1.14	4,000	4,560	353,098	Aug 19 05:13 PM
CASCELLA ROBERT	Director	Aug 15 '24	Buy	0.88	35,000	30,800	314,098	Aug 16 05:15 PM
CASCELLA ROBERT	Director	Aug 14 '24	Buy	0.79	35,000	27,650	279,098	Aug 16 05:15 PM
MUIR GLENN P	Director	Aug 14 '24	Buy	0.75	25,171	18,878	214,818	Aug 16 05:15 PM
Sullivan Keith J	President and CEO	Jul 18 '24	Sale	1.90	24,162	45,908	1,324,354	Jul 22 05:23 PM
Sullivan Keith J	President and CEO	Jul 16 '24	Sale	1.91	12,075	23,063	1,360,203	Jul 18 05:21 PM
Sullivan Keith J	President and CEO	Jul 17 '24	Sale	1.97	11,687	23,023	1,348,516	Jul 18 05:21 PM

COIN Coinbase Global Inc daily Stock Chart

Peers: NDAQ ICE CME HOOD IBKR SCHW PYPL MS GS MSTR

| Held by: VTI VOO VO SPY IVV ARKK VUG XLF VOT IWR

Index	S&P 500	P/E	65.68	EPS (ttm)	5.34	Insider Own	20.70%	Shs Outstand	210.96M	Perf Week	13.95%
Market Cap	89.27B	Forward P/E	44.87	EPS next Y	7.81	Insider Trans	-1.99%	Shs Float	201.97M	Perf Month	40.85%
Enterprise Value	83.53B	PEG	-	EPS next Q	1.57	Inst Own	46.33%	Short Float	5.96%	Perf Quarter	101.51%
Income	1.47B	P/S	12.91	EPS this Y	-44.19%	Inst Trans	-0.23%	Short Ratio	0.94	Perf Half Y	25.35%
Sales	6.91B	P/B	8.52	EPS next Y	47.64%	ROA	0.79%	Short Interest	12.05M	Perf YTD	41.16%
Book/sh	41.12	P/C	8.64	EPS next 5Y	-1.57%	ROE	15.83%	52W High	382.00 -8.25%	Perf Year	63.34%
Cash/sh	40.56	P/FCF	27.51	EPS past 3/5Y	-12.74% -	ROIC	9.92%	52W Low	142.58 145.82%	Perf 3Y	495.26%
Dividend Est.	-	EV/EBITDA	47.98	Sales past 3/5Y	-5.75% 65.18%	Gross Margin	80.74%	Volatility	7.63% 5.97%	Perf 5Y	-
Dividend TTM	-	EV/Sales	12.08	EPS Y/Y TTM	5.09%	Oper. Margin	23.28%	ATR (14)	18.92	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.52	Sales Y/Y TTM	48.30%	Profit Margin	21.23%	RSI (14)	70.16	Recom	2.19
Dividend Gr. 3/5Y	- -	Current Ratio	2.52	EPS Q/Q	-94.50%	SMA20	22.79%	Beta	3.71	Target Price	300.77
Payout	0.00%	Debt/Eq	0.44	Sales Q/Q	-13.50%	SMA50	40.75%	Rel Volume	0.86	Prev Close	353.43
Employees	3772	LT Debt/Eq	0.41	Earnings	May 08 AMC	SMA200	47.15%	Avg Volume	12.86M	Price	350.49
IPO	Apr 14, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-87.62% -1.78%	Trades		Volume	11,102,050	Change	-0.83%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-25-25	Reiterated	Bernstein	Outperform	$310 → $510
Jun-17-25	Initiated	China Renaissance	Buy	$353.30
Jun-11-25	Initiated	William Blair	Outperform
May-13-25	Upgrade	Monness Crespi & Hardt	Neutral → Buy	$300
May-12-25	Upgrade	Compass Point	Sell → Neutral	$195
May-06-25	Downgrade	Monness Crespi & Hardt	Buy → Neutral
Apr-28-25	Downgrade	Compass Point	Buy → Sell
Apr-23-25	Initiated	The Benchmark Company	Buy	$252
Apr-08-25	Initiated	Cantor Fitzgerald	Overweight	$245
Mar-20-25	Resumed	Goldman	Neutral	$195
Mar-18-25	Initiated	Bernstein	Outperform	$310
Mar-07-25	Initiated	Rosenblatt	Buy	$305
Jan-29-25	Upgrade	Mizuho	Neutral → Outperform	$250 → $290
Dec-19-24	Reiterated	Monness Crespi & Hardt	Buy	$245 → $390
Nov-25-24	Reiterated	Oppenheimer	Outperform	$265 → $358
Oct-28-24	Initiated	Monness Crespi & Hardt	Buy	$245
Oct-23-24	Initiated	B. Riley Securities	Neutral	$185
Sep-06-24	Upgrade	Barclays	Underweight → Equal Weight	$206 → $169
Jul-23-24	Upgrade	Citigroup	Neutral → Buy	$260 → $345
May-17-24	Upgrade	BofA Securities	Underperform → Neutral	$110 → $217

Show Previous Ratings

Today 05:22PM	Coinbase shares rise 40% in June (CNBC TV)
04:48PM	6 Stocks Turn $10,000 Into $65,688 In Six Months (Investor's Business Daily)
04:07PM	These Were the Best and Worst S&P 500 Stocks During the Second Quarter (Barrons.com)
03:46PM	Robinhood Stock Jumps 12%. How Crypto Is Fueling the Rally. (Barrons.com)
02:26PM	Circle Stock Rocketed After the IPO. Wall Street Disagrees on What Happens Next. (Barrons.com)
02:12PM	Loading…
02:12PM	The biggest winners from the crypto industry's triumphant 2025 (Yahoo Finance)
12:00PM	Coinbase Bets on Tech to Drive Growth and Stay Ahead of Trends (Zacks)
11:42AM	What Does 13% YTD Drop Mean for PayPal Stock? Buy, Hold or Sell? (Zacks)
11:21AM	Circle Stock Soared in June. Wall Street Disagrees on What Direction Shares Will Go Next. (Barrons.com)
11:08AM	Robinhood launches tokens allowing EU users to trade in US stocks (Reuters)
11:00AM	Robinhood reveals tokenized stock trading in the EU (Yahoo Finance)
11:00AM	Robinhood CEO Vlad Tenev: EU will probably get 24/7 trading before US, and it would be a 'shame' (Yahoo Finance)
09:39AM	Supreme Court Rebuffs Bid to Protect Coinbase User Data From IRS (Bloomberg)
09:15AM	Jim Cramer on Coinbase Stock: "I Think This One's Going Higher" (Insider Monkey)
08:30AM	More Than 40 Million People Already Use Crypto Wallets Like Bank AccountsHere's What They Know That You Don't (Benzinga)
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08:00AM	Wall Street analysts split on Circle after blockbuster IPO on lofty valuation concerns (Reuters)
07:04AM	Backed Finance Debuts Tokenized Stocks on Bybit, Kraken and Solana DeFi Protocols (CoinDesk)
05:30AM	FOMO-Driven Call Buying Soars as Traders Chase S&P 500s Furious Run (Bloomberg)
Jun-28-25 01:29PM	Coinbase Outpaces S&P 500 With 43% June Rise as Stablecoin Narrative Grows: CNBC (CoinDesk)
10:25AM	Crypto Currents: Kraken launches global money app (TipRanks)
04:58AM	Cathie Wood Is on a Buying Spree. Here Are 10 Stocks She Just Bought. (Motley Fool)
Jun-27-25 07:09PM	Options Action: How to play Coinbase (CNBC TV) -5.77%
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05:45PM	Coinbase Global, Inc. (COIN) Stock Sinks As Market Gains: Here's Why (Zacks)
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04:44PM	Wall Streets Booming June Is Big Bet Against Economy Doomsayers (Bloomberg)
03:49PM	Is Coinbase's Rally Overextended? (CoinDesk)
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03:18PM	Market Wrap: Crypto Markets Shrug Off New Trump Tariff Threat as July Deadline Looms (CoinDesk)
02:54PM	Coinbase's stock is up 44% this month as Wall Street projects amazing profit growth (MarketWatch)
02:45PM	'Dumb Money' Fuels the Stock Market. That's Good for Robinhood. (Barrons.com)
02:27PM	Coinbase Stock Drops From Record High. Cathie Wood's ARK Innovation Sold 33,000 Shares. (Barrons.com)
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01:20PM	CoinDesk Weekly Recap: Stablecoins Dominate the Cycle (CoinDesk)
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12:42PM	Coinbase CEO confirms 'relentless' buying spree as S&P stock hits new ATH (TheStreet)
12:17PM	Coinbase Sets U.S. Perpetual-Style Futures Launch as CEO Says Firm Is Buying Bitcoin Weekly (CoinDesk)
11:54AM	Coinbase: Analysts Call for New Ceilings-What's Driving Gains? (MarketBeat)
11:00AM	These Funds Are Yield Magicians. How Do They Do It? (The Wall Street Journal)
09:59AM	Nasdaq, S&P 500 Notch New Highs (The Wall Street Journal)
09:49AM	Circle's IPO Rally Rockets 600%, Coinbase Soars on Stablecoin Edge (GuruFocus.com)
09:30AM	The Case for Coinbase Stock Hitting $510 This Year (Barchart)
09:00AM	Short COIN/Long BTC Trade Will Be a Winner as Soaring Coinbase Nears Overvaluation: 10x Research (CoinDesk)
09:00AM	Is Most-Watched Stock Coinbase Global, Inc. (COIN) Worth Betting on Now? (Zacks)
07:52AM	Cryptos Audacious Bid to Rebuild Stock Market on the Blockchain (Bloomberg)
06:00AM	6 Best-Performing ETF Areas of Second Quarter 2025 (Zacks)
Jun-26-25 09:15PM	Circle Internet Group (CRCL) Taps Into Stablecoin Boom Amid Frothy Valuation (TipRanks) +5.54%
05:23PM	Financial Services Roundup: Market Talk (The Wall Street Journal)
05:05PM	Coinbase and Circle seeing gains: What's behind the big rally? (Yahoo Finance Video)
05:05PM	S&P 500 Gains and Losses Today: Enphase Energy Stock Surges; Equinix Shares Fall (Investopedia)
04:35PM	Coinbase Comes Full Circle, Soars to Highest Price Since 2021 Nasdaq Debut (CoinDesk)
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04:19PM	/C O R R E C T I O N -- Niural/ (PR Newswire)
04:07PM	Coinbase, Circle rally as stablecoin momentum heats up (Yahoo Finance)
04:07PM	Coinbase, Circle rallly as stablecoin momentum heats up (Yahoo Finance)
02:50PM	These Stocks Are Moving the Most Today: Nvidia, Micron, Palantir, Core Scientific, Coinbase, Worthington Steel, and More (Barrons.com)
02:03PM	Why Is Coinbase (COIN) Stock Rocketing Higher Today (StockStory)
01:37PM	Coinbase, Circle shares jump as stablecoin momentum heats up (Yahoo Finance)
12:45PM	Northwell Health named to TIME100 Most Influential Companies 2025 list (Business Wire)
11:37AM	Dinari granted first broker-dealer registration to offer tokenized stocks (Reuters)
11:09AM	Solana-Focused Upexi to Tokenize Shares; Added 56K SOL to Holdings (CoinDesk)
11:00AM	Cathie Wood's ARKK ETF Turns Red Hot in June: Here's Why (Zacks)
10:00AM	The Bait to Crypto? Credit Cards Entice Users With Bitcoin Rewards (The Wall Street Journal)
09:00AM	Crypto Exchange Kraken Unveils Krak, Its New All-in-One Global Money App (CoinDesk)
08:09AM	5 Crypto-Centric Stocks in Focus on Recent Positive Developments (Zacks)
07:30AM	Coinbase, Circle surge: Why Wall Street is abuzz over stablecoins (Yahoo Finance Video)
06:55AM	Is It Time to Ride the Upbeat Momentum in Coinbase? ETFs in Focus (Zacks)
06:00AM	Better Buy? Coinbase Stock vs. Circle Stock (Motley Fool)
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03:57AM	Zacks Investment Ideas feature highlights: Coinbase, Circle Internet, Visa, American Express and Shopify (Zacks)
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Jun-25-25 04:40PM	Is Coinbase (COIN) Stock Poised for Higher Highs? (Zacks)
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04:14PM	Coinbase stock touches 52-week high as analyst calls company 'one-stop Amazon' of crypto services (Yahoo Finance)
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01:28PM	Coinbase Stock Gets a New Top Wall Street Bull After Tuesday's 12% Pop (Investopedia)
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10:46AM	Coinbase Gets Lofty New Price Target As Bitcoin Price Jumps (Investor's Business Daily)
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10:11AM	We have hit a wall: Kevin OLeary predicts a trillion-dollar crypto rush if Congress passes these 2 bills (Moneywise)
10:08AM	Stocks to watch today: QuantumScape, Robinhood, Coinbase (Yahoo Finance Video)
10:06AM	Bitcoin Price Rises. These 2 Things Are Driving Crypto Higher. (Barrons.com)
09:56AM	Coinbase target raised to Street High at Bernstein, calling it misunderstood (Investing.com)
09:39AM	Stock Market Today: Indexes Strive For Gains Ahead Of More Powell Testimony; FedEx Dives On Earnings (Live Coverage) (Investor's Business Daily)
09:33AM	Coinbase Flies On Lofty New Price Target As Hot Stablecoin IPO Cools Off (Investor's Business Daily)
09:06AM	Coinbase Is the Most Misunderstood Business in Crypto, Says Analyst With Highest Wall Street Price Target (CoinDesk)
07:00AM	Missed Out on the Circle IPO? This Cryptocurrency Investment Might Be the Real Winner in the Long Run (Hint: It's Not Robinhood or Bitcoin). (Motley Fool)
05:39AM	Bitcoin Price Rises. The Crypto Is Being Boosted by These 2 Factors Today. (Barrons.com)
05:26AM	These Stocks Are Moving the Most Today: FedEx, QuantumScape, BlackBerry, Worthington, Coinbase, Micron, and More (Barrons.com)
05:10AM	9 Under-the-Radar Tech Stocks With Incredible Growth Potential (Motley Fool)

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HAAS ALESIA J	Chief Financial Officer	Jun 25 '25	Sale	360.20	3,000	1,080,600	97,366	Jun 27 04:12 PM
Armstrong Brian	Chairman and CEO	Jun 25 '25	Sale	362.61	336,265	121,934,260	526	Jun 27 04:12 PM
Armstrong Brian	Chairman and CEO	Jun 26 '25	Sale	363.15	113,735	41,303,017	526	Jun 27 04:12 PM
Brian Armstrong	Officer	Jun 26 '25	Proposed Sale	375.07	113,735	42,658,586		Jun 26 05:01 PM
Brian Armstrong	Officer	Jun 25 '25	Proposed Sale	355.37	336,265	119,498,493		Jun 25 04:56 PM
HAAS ALESIA J	Officer	Jun 25 '25	Proposed Sale	360.20	3,000	1,080,600		Jun 25 10:56 AM
Davies Christa	Director	Jun 18 '25	Option Exercise	0.00	1,252	0	1,252	Jun 23 04:21 PM
Lehane Chris	Director	Jun 18 '25	Option Exercise	0.00	1,180	0	1,180	Jun 23 04:19 PM
Clement Paul	Director	Jun 18 '25	Option Exercise	0.00	1,252	0	1,252	Jun 23 04:18 PM
Ehrsam Frederick Ernest III	Director	Jun 18 '25	Option Exercise	0.00	54	0	11,881	Jun 23 04:14 PM
Grewal Paul	Chief Legal Officer	Jun 18 '25	Sale	280.02	1,952	546,608	82,328	Jun 23 04:13 PM
HAAS ALESIA J	Chief Financial Officer	Jun 16 '25	Sale	247.47	6,080	1,504,627	100,366	Jun 18 05:03 PM
HAAS ALESIA J	Chief Financial Officer	Jun 16 '25	Sale	247.50	1,741	430,898	10,450	Jun 18 05:03 PM
Rajaram Gokul	Director	Jun 14 '25	Option Exercise	0.00	1,492	0	1,492	Jun 17 04:55 PM
Andreessen Marc L	Director	Jun 14 '25	Option Exercise	0.00	1,390	0	1,148,850	Jun 17 04:54 PM
Ehrsam Frederick Ernest III	Director	Jun 14 '25	Option Exercise	0.00	1,410	0	11,827	Jun 17 04:53 PM
Kramer Kelly A.	Director	Jun 14 '25	Option Exercise	0.00	1,533	0	33,651	Jun 17 04:52 PM
Lutke Tobias	Director	Jun 14 '25	Option Exercise	0.00	1,329	0	13,485	Jun 17 04:51 PM
HAAS ALESIA J	Officer	Jun 16 '25	Proposed Sale	247.48	7,821	1,935,524		Jun 16 10:52 AM
Armstrong Brian	Chairman and CEO	Jun 11 '25	Sale	255.34	25,000	6,383,468	526	Jun 13 04:24 PM
Brian Armstrong	Officer	Jun 11 '25	Proposed Sale	250.68	25,000	6,267,000		Jun 11 05:15 PM
Grewal Paul	Chief Legal Officer	Jun 02 '25	Option Exercise	26.26	10,000	262,600	94,280	Jun 03 04:08 PM
Grewal Paul	Chief Legal Officer	Jun 02 '25	Sale	245.36	10,000	2,453,593	84,280	Jun 03 04:08 PM
Armstrong Brian	Chairman and CEO	Jun 02 '25	Sale	247.15	25,000	6,178,715	526	Jun 03 04:07 PM
Brian Armstrong	Officer	Jun 02 '25	Proposed Sale	246.72	25,000	6,168,000		Jun 02 05:40 PM
Grewal Paul	Chief Legal Officer	May 27 '25	Option Exercise	26.26	10,000	262,600	97,211	May 29 04:11 PM
Grewal Paul	Chief Legal Officer	May 27 '25	Sale	267.29	12,931	3,456,378	84,280	May 29 04:11 PM
Brock Lawrence J	Chief People Officer	May 22 '25	Sale	268.66	5,902	1,585,608	478	May 27 04:28 PM
Jones Jennifer N.	Chief Accounting Officer	May 22 '25	Sale	266.96	1,715	457,840	0	May 27 04:27 PM
Ehrsam Frederick Ernest III	Director	May 22 '25	Sale	270.54	8,367	2,263,567	0	May 27 04:26 PM
Paul Grewal	Officer	May 27 '25	Proposed Sale	263.16	34,883	9,179,810		May 27 04:07 PM
Fred Ehrsam	Director	May 22 '25	Proposed Sale	271.95	8,367	2,275,406		May 22 05:54 PM
LAWRENCE J BROCK & JENNIFER M	Officer	May 22 '25	Proposed Sale	258.99	5,902	1,528,559		May 22 04:23 PM
Ehrsam Frederick Ernest III	Director	May 21 '25	Sale	270.08	4,723	1,275,597	0	May 22 04:12 PM
HAAS ALESIA J	Chief Financial Officer	May 20 '25	Option Exercise	0.00	9,969	0	111,390	May 22 04:12 PM
Choi Emilie	President & COO	May 20 '25	Option Exercise	0.00	28,980	0	187,562	May 22 04:11 PM
Brock Lawrence J	Chief People Officer	May 20 '25	Option Exercise	0.00	10,485	0	10,963	May 22 04:10 PM
Grewal Paul	Chief Legal Officer	May 20 '25	Option Exercise	0.00	10,789	0	92,562	May 22 04:09 PM
Jones Jennifer N.	Chief Accounting Officer	May 20 '25	Option Exercise	12.26	5,288	64,853	4,419	May 22 04:08 PM
Jones Jennifer N.	Chief Accounting Officer	May 20 '25	Sale	264.54	869	229,885	1,715	May 22 04:08 PM
Fred Ehrsam	Director	May 21 '25	Proposed Sale	258.99	4,723	1,223,210		May 21 04:58 PM
Ehrsam Frederick Ernest III	Director	May 16 '25	Sale	270.10	9,752	2,634,007	0	May 20 04:33 PM
HAAS ALESIA J	Chief Financial Officer	May 15 '25	Sale	255.98	5,870	1,502,593	101,421	May 19 04:27 PM
HAAS ALESIA J	Chief Financial Officer	May 15 '25	Sale	255.97	1,741	445,644	12,191	May 19 04:27 PM
Fred Ehrsam	Director	May 16 '25	Proposed Sale	266.46	9,752	2,598,518		May 16 05:22 PM
Armstrong Brian	Chairman and CEO	May 14 '25	Sale	254.55	25,000	6,363,832	526	May 16 04:19 PM
Ehrsam Frederick Ernest III	Director	May 13 '25	Sale	252.68	30,167	7,622,659	0	May 15 04:29 PM
Ehrsam Frederick Ernest III	Director	May 14 '25	Sale	260.98	15,517	4,049,640	0	May 15 04:29 PM
Grewal Paul	Chief Legal Officer	May 13 '25	Sale	250.00	1,952	488,008	81,773	May 15 04:27 PM
HAAS ALESIA J	Officer	May 15 '25	Proposed Sale	255.98	7,611	1,948,237		May 15 11:21 AM
Brian Armstrong	Officer	May 14 '25	Proposed Sale	263.41	25,000	6,585,250		May 14 04:54 PM
Fred Ehrsam	Director	May 14 '25	Proposed Sale	263.41	15,517	4,087,333		May 14 04:54 PM
Fred Ehrsam	Director	May 13 '25	Proposed Sale	256.90	30,167	7,749,902		May 13 05:19 PM
Armstrong Brian	CHAIRMAN AND CEO	May 05 '25	Sale	200.54	25,000	5,013,506	526	May 07 04:21 PM
Brian Armstrong	Officer	May 05 '25	Proposed Sale	199.40	25,000	4,985,000		May 05 05:24 PM
Grewal Paul	Chief Legal Officer	Apr 23 '25	Option Exercise	26.26	10,000	262,600	93,313	Apr 25 04:05 PM
Grewal Paul	Chief Legal Officer	Apr 23 '25	Sale	198.12	10,000	1,981,209	83,313	Apr 25 04:05 PM
HAAS ALESIA J	Chief Financial Officer	Apr 23 '25	Sale	200.00	7,575	1,515,000	107,291	Apr 25 04:05 PM
HAAS ALESIA J	Chief Financial Officer	Apr 23 '25	Sale	200.00	1,741	348,200	13,932	Apr 25 04:05 PM
Armstrong Brian	Chairman and CEO	Apr 23 '25	Sale	198.44	20,000	3,968,723	526	Apr 25 04:04 PM
Brian Armstrong	Officer	Apr 23 '25	Proposed Sale	194.80	20,000	3,896,000		Apr 23 04:34 PM
HAAS ALESIA J	Officer	Apr 23 '25	Proposed Sale	200.00	9,316	1,863,200		Apr 23 11:03 AM
Armstrong Brian	Chairman and CEO	Apr 14 '25	Sale	178.79	15,000	2,681,841	526	Apr 16 04:32 PM
Brian Armstrong	Officer	Apr 14 '25	Proposed Sale	176.58	15,000	2,648,700		Apr 14 04:48 PM
Armstrong Brian	Chairman and CEO	Apr 03 '25	Sale	168.53	15,000	2,527,965	526	Apr 07 04:18 PM
Brian Armstrong	Officer	Apr 03 '25	Proposed Sale	170.76	15,000	2,561,400		Apr 03 05:02 PM
HAAS ALESIA J	Chief Financial Officer	Mar 24 '25	Sale	200.00	7,575	1,515,000	114,866	Mar 26 04:11 PM
HAAS ALESIA J	Chief Financial Officer	Mar 24 '25	Sale	200.00	1,741	348,200	15,673	Mar 26 04:11 PM
Armstrong Brian	Chairman and CEO	Mar 25 '25	Sale	198.15	10,000	1,981,538	526	Mar 26 04:09 PM
Brian Armstrong	Officer	Mar 24 '25	Proposed Sale	203.04	10,000	2,030,400		Mar 24 05:45 PM
HAAS ALESIA J	Officer	Mar 24 '25	Proposed Sale	200.00	9,316	1,863,200		Mar 24 12:17 PM
Armstrong Brian	Chairman and CEO	Mar 13 '25	Sale	187.23	15,000	2,808,395	526	Mar 17 04:15 PM
Brian Armstrong	Officer	Mar 13 '25	Proposed Sale	177.49	15,000	2,662,350		Mar 13 05:19 PM
Armstrong Brian	Chairman and CEO	Mar 03 '25	Sale	231.04	25,000	5,775,905	526	Mar 05 04:18 PM
Brock Lawrence J	Chief People Officer	Mar 03 '25	Sale	221.42	4,869	1,078,086	407	Mar 05 04:17 PM
Grewal Paul	Chief Legal Officer	Mar 03 '25	Option Exercise	26.26	10,000	262,600	93,313	Mar 05 04:15 PM
Grewal Paul	Chief Legal Officer	Mar 03 '25	Sale	218.55	10,000	2,185,461	83,313	Mar 05 04:15 PM
Brian Armstrong	Officer	Mar 03 '25	Proposed Sale	205.75	25,000	5,143,750		Mar 03 05:41 PM
LAWRENCE J BROCK & JENNIFER M	Officer	Mar 03 '25	Proposed Sale	215.62	4,869	1,049,854		Mar 03 04:18 PM
Grewal Paul	Chief Legal Officer	Feb 25 '25	Option Exercise	30.57	10,978	335,588	94,291	Feb 27 04:33 PM
Grewal Paul	Chief Legal Officer	Feb 25 '25	Sale	211.93	10,978	2,326,550	83,313	Feb 27 04:33 PM
Jones Jennifer N.	Chief Accounting Officer	Feb 24 '25	Sale	239.34	1,974	472,457	2,598	Feb 26 04:03 PM
Paul Grewal	Officer	Feb 25 '25	Proposed Sale	219.83	33,906	7,453,556		Feb 25 04:05 PM
Jones Jennifer N.	Chief Accounting Officer	Feb 20 '25	Option Exercise	74.63	869	64,853	5,441	Feb 24 04:25 PM
Jones Jennifer N.	Chief Accounting Officer	Feb 20 '25	Sale	260.66	869	226,514	4,572	Feb 24 04:25 PM
Grewal Paul	Chief Legal Officer	Feb 20 '25	Option Exercise	0.00	7,751	0	87,158	Feb 24 04:24 PM
HAAS ALESIA J	Chief Financial Officer	Feb 20 '25	Option Exercise	0.00	5,869	0	124,839	Feb 24 04:23 PM
Lutke Tobias	Director	Feb 20 '25	Option Exercise	0.00	622	0	12,156	Feb 24 04:22 PM
Jones Jennifer N.	Chief Accounting Officer	Feb 20 '25	Option Exercise	0.00	6,242	0	8,412	Feb 24 04:21 PM
Choi Emilie	President & COO	Feb 20 '25	Option Exercise	0.00	22,905	0	169,854	Feb 24 04:20 PM
Brock Lawrence J	Chief People Officer	Feb 20 '25	Option Exercise	0.00	7,751	0	8,158	Feb 24 04:19 PM
Ehrsam Frederick Ernest III	Director	Feb 18 '25	Sale	277.30	11,421	3,167,084	0	Feb 20 04:20 PM
HAAS ALESIA J	Chief Financial Officer	Feb 18 '25	Sale	278.80	5,500	1,533,400	118,970	Feb 19 04:14 PM
HAAS ALESIA J	Chief Financial Officer	Feb 18 '25	Sale	278.80	1,741	485,391	17,414	Feb 19 04:14 PM
Fred Ehrsam	Director	Feb 18 '25	Proposed Sale	264.63	11,421	3,022,339		Feb 18 05:35 PM
Ehrsam Frederick Ernest III	Director	Feb 13 '25	Sale	295.10	7,614	2,246,908	0	Feb 18 04:17 PM
HAAS ALESIA J	Officer	Feb 18 '25	Proposed Sale	278.80	7,241	2,018,791		Feb 18 11:41 AM
Fred Ehrsam	Director	Feb 13 '25	Proposed Sale	298.11	7,614	2,269,810		Feb 13 05:11 PM
Armstrong Brian	Chairman and CEO	Feb 11 '25	Sale	275.26	25,000	6,881,519	526	Feb 12 04:33 PM
Brian Armstrong	Officer	Feb 11 '25	Proposed Sale	266.90	25,000	6,672,500		Feb 11 04:48 PM

Peers: PGR TRV HIG CINF MET PRU AIG LNC AIZ UNM

| Held by: VTI VOO VO SPY IVV VTV VOE XLF VIG VYM

Index	S&P 500	P/E	13.76	EPS (ttm)	14.63	Insider Own	0.61%	Shs Outstand	265.00M	Perf Week	1.50%
Market Cap	53.31B	Forward P/E	9.32	EPS next Y	21.61	Insider Trans	-18.78%	Shs Float	263.21M	Perf Month	-2.64%
Enterprise Value	-	PEG	1.71	EPS next Q	3.17	Inst Own	80.45%	Short Float	1.59%	Perf Quarter	-2.49%
Income	3.93B	P/S	0.82	EPS this Y	-1.91%	Inst Trans	1.44%	Short Ratio	2.52	Perf Half Y	2.96%
Sales	65.30B	P/B	2.66	EPS next Y	20.24%	ROA	4.01%	Short Interest	4.19M	Perf YTD	4.42%
Book/sh	75.68	P/C	-	EPS next 5Y	8.03%	ROE	19.88%	52W High	213.18 -5.57%	Perf Year	27.12%
Cash/sh	-	P/FCF	5.94	EPS past 3/5Y	-3.05% 3.91%	ROIC	13.27%	52W Low	157.50 27.82%	Perf 3Y	65.27%
Dividend Est.	3.96 (1.97%)	EV/EBITDA	-	Sales past 3/5Y	8.21% 7.49%	Gross Margin	-	Volatility	2.09% 2.20%	Perf 5Y	108.27%
Dividend TTM	3.84 (1.91%)	EV/Sales	-	EPS Y/Y TTM	219.86%	Oper. Margin	8.40%	ATR (14)	4.38	Perf 10Y	203.73%
Dividend Ex-Date	Jun 09, 2025	Quick Ratio	-	Sales Y/Y TTM	11.49%	Profit Margin	6.01%	RSI (14)	52.49	Recom	1.64
Dividend Gr. 3/5Y	4.34% 12.97%	Current Ratio	0.45	EPS Q/Q	-52.81%	SMA20	0.57%	Beta	0.32	Target Price	232.50
Payout	21.66%	Debt/Eq	0.37	Sales Q/Q	7.82%	SMA50	0.25%	Rel Volume	1.43	Prev Close	195.76
Employees	55400	LT Debt/Eq	0.34	Earnings	Apr 30 AMC	SMA200	2.89%	Avg Volume	1.66M	Price	201.31
IPO	Jun 03, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	39.98% 1.74%	Trades		Volume	2,380,458	Change	2.84%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-03-25	Upgrade	Argus	Hold → Buy
Jan-08-25	Upgrade	Evercore ISI	In-line → Outperform
Sep-05-24	Initiated	Barclays	Underweight	$175
Aug-12-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$142 → $177
Jul-18-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$190 → $191
Mar-28-24	Upgrade	HSBC Securities	Hold → Buy	$158 → $190
Jan-10-24	Initiated	TD Cowen	Outperform	$193
Jan-09-24	Upgrade	Jefferies	Hold → Buy	$130 → $180
Jan-04-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$117 → $171
Dec-28-23	Initiated	HSBC Securities	Hold	$145
Jun-20-23	Initiated	Morgan Stanley	Equal-Weight	$117
Apr-03-23	Upgrade	William Blair	Mkt Perform → Outperform
Jan-20-23	Initiated	BMO Capital Markets	Market Perform	$130
Oct-12-22	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$136 → $158
May-24-22	Initiated	Citigroup	Buy	$159
May-20-22	Downgrade	Argus	Buy → Hold
Apr-28-22	Resumed	Credit Suisse	Outperform	$188
Mar-18-22	Upgrade	Raymond James	Outperform → Strong Buy	$145 → $165
Mar-02-22	Upgrade	Goldman	Sell → Buy	$142
Feb-14-22	Upgrade	UBS	Neutral → Buy	$126 → $149

Show Previous Ratings

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09:02AM	Loading…
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The Allstate Corp. engages in the property and casualty insurance business and the provision of protection solutions. It operates through the following segments: Allstate Protection, Protection Services, Allstate Health and Benefits, Run-off Property-Liability, and Corporate and Other. The Allstate Protection segment offers private passenger auto, homeowners, other personal lines, and commercial insurance marketed under the Allstate, National General, and Answer Financial brand names. The Protection Services segment provides a range of solutions and services that expand and enhance customer value propositions including Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside, Arity, and Allstate Identity Protection. The Allstate Health and Benefits segment focuses on voluntary benefits and individual life and health products, including life, accident, critical illness, short term disability, and other health insurance products sold through independent agents, benefit brokers, and Allstate exclusive agencies. The Run-off Property-Liability segment relates to property and casualty insurance policies with exposure to asbestos, environmental, and other claims in run-off. The Corporate and Other segment is involved in debt service, holding company activities, and certain non-insurance operations. The company was founded on April 17, 1931 and is headquartered in Northbrook, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ferren Eric K	SVP, Controller, and CAO	Jun 05 '25	Option Exercise	0.00	245	0	245	Jun 10 06:16 AM
Sherrill Gregg M	Director	Jun 01 '25	Option Exercise	0.00	1,300	0	8,389	Jun 03 06:11 PM
WILSON THOMAS J	Chairman, President & CEO	May 30 '25	Sale	208.66	91,695	19,133,177	89,765	Jun 03 05:33 PM
WILSON THOMAS J	Chairman, President & CEO	Jun 02 '25	Sale	210.27	89,765	18,874,604	0	Jun 03 05:33 PM
SPRIESER JUDITH A	Director	Jun 01 '25	Option Exercise	0.00	1,300	0	1,300	Jun 03 05:05 PM
SPRIESER JUDITH A	Director	Jun 02 '25	Sale	209.34	1,300	272,146	0	Jun 03 05:05 PM
Mehta Siddharth N	Director	Jun 01 '25	Option Exercise	0.00	1,300	0	7,264	Jun 03 04:30 PM
KEANE MARGARET M	Director	Jun 01 '25	Option Exercise	0.00	1,300	0	15,910	Jun 03 04:22 PM
WILSON THOMAS J	Chairman, President & CEO	May 29 '25	Option Exercise	62.32	295,324	18,404,592	295,324	Jun 02 04:53 PM
WILSON THOMAS J	Chairman, President & CEO	May 29 '25	Sale	206.37	24,715	5,100,509	181,460	Jun 02 04:53 PM
WILSON THOMAS J	Officer	Jun 02 '25	Proposed Sale	210.27	89,765	18,874,608		Jun 02 03:26 PM
SPRIESER JUDITH A	Director	Jun 02 '25	Proposed Sale	209.34	1,300	272,146		Jun 02 02:10 PM
WILSON THOMAS J	Officer	May 30 '25	Proposed Sale	208.66	91,695	19,133,183		May 30 04:43 PM
WILSON THOMAS J	Officer	May 29 '25	Proposed Sale	206.37	24,715	5,100,510		May 29 04:47 PM
Rizzo Mario	PresPersonalProperty-Liability	May 05 '25	Option Exercise	92.80	6,020	558,656	74,722	May 07 02:41 PM
WILSON THOMAS J	Chairman, President & CEO	Apr 21 '25	Sale	190.05	31,502	5,986,848	0	Apr 23 04:47 PM
WILSON THOMAS J	Officer	Apr 21 '25	Proposed Sale	190.05	31,502	5,986,849		Apr 21 02:02 PM
WILSON THOMAS J	Chairman, President & CEO	Mar 24 '25	Sale	207.02	31,502	6,521,638	31,502	Mar 26 04:20 PM
WILSON THOMAS J	Officer	Mar 24 '25	Proposed Sale	207.02	31,502	6,521,639		Mar 24 01:36 PM
WILSON THOMAS J	Chairman, President & CEO	Feb 24 '25	Sale	188.16	31,503	5,927,709	63,004	Feb 26 06:07 PM
Jeevanjee Zulfikar	EVP & CTO - AIC	Feb 21 '25	Option Exercise	0.00	754	0	7,814	Feb 25 04:52 PM
Rizzo Mario	PresPersonalProperty-Liability	Feb 21 '25	Option Exercise	0.00	1,832	0	69,471	Feb 25 04:46 PM
Prindiville Mark Q	EVP & Chief Risk Officer - AIC	Feb 21 '25	Option Exercise	0.00	570	0	22,428	Feb 25 04:44 PM
Merten Jesse E	EVP & Chief Financial Officer	Feb 21 '25	Option Exercise	0.00	1,507	0	21,656	Feb 25 04:35 PM
Gupta Suren	President,Enterprise Solutions	Feb 21 '25	Option Exercise	0.00	942	0	94,260	Feb 25 04:32 PM
Dugenske John E	Pres, Invest. & Corp. Strategy	Feb 21 '25	Option Exercise	0.00	1,557	0	33,686	Feb 25 04:30 PM
DeBiase Christine M.	EVP, CLO and General Counsel	Feb 21 '25	Option Exercise	0.00	904	0	4,029	Feb 25 04:28 PM
Brady Elizabeth	Executive Vice President - AIC	Feb 21 '25	Option Exercise	0.00	662	0	22,288	Feb 25 04:25 PM
WILSON THOMAS J	Officer	Feb 24 '25	Proposed Sale	188.16	31,503	5,927,710		Feb 24 04:35 PM
Merten Jesse E	EVP & Chief Financial Officer	Feb 10 '25	Option Exercise	118.79	40,102	4,763,831	58,217	Feb 12 04:29 PM
Merten Jesse E	EVP & Chief Financial Officer	Feb 10 '25	Sale	186.53	40,102	7,480,245	18,115	Feb 12 04:29 PM
Merten Jesse E	Officer	Feb 10 '25	Proposed Sale	189.73	40,102	7,608,552		Feb 10 10:11 AM
DeBiase Christine M.	EVP, CLO and General Counsel	Feb 03 '25	Option Exercise	0.00	2,538	0	4,001	Feb 05 04:33 PM
WILSON THOMAS J	Chairman, President & CEO	Jan 21 '25	Sale	192.10	31,503	6,051,722	94,507	Jan 23 04:12 PM
WILSON THOMAS J	Officer	Jan 21 '25	Proposed Sale	192.10	31,503	6,051,721		Jan 21 01:16 PM
WILSON THOMAS J	Chairman, President & CEO	Dec 23 '24	Sale	192.71	31,503	6,070,790	126,010	Dec 26 04:08 PM
WILSON THOMAS J	Officer	Dec 23 '24	Proposed Sale	192.71	31,503	6,070,792		Dec 23 04:13 PM
WILSON THOMAS J	Chairman, President & CEO	Nov 22 '24	Sale	203.57	31,503	6,413,009	157,513	Nov 26 05:08 PM
WILSON THOMAS J	Officer	Nov 22 '24	Proposed Sale	203.57	31,503	6,413,009		Nov 22 03:12 PM
Jeevanjee Zulfikar	EVP & CTO - AIC	Nov 03 '24	Option Exercise	0.00	5,109	0	8,721	Nov 05 04:12 PM
Dugenske John E	Pres, Invest. & Corp. Strategy	Sep 20 '24	Sale	191.38	36,367	6,959,905	27,364	Sep 24 04:31 PM
Dugenske John E	Officer	Sep 20 '24	Proposed Sale	191.38	36,367	6,959,904		Sep 20 04:49 PM
Toohey Robert	Former Officer	Sep 16 '24	Proposed Sale	189.60	4,873	923,921		Sep 16 10:08 AM
WILSON THOMAS J	Chairman, President & CEO	Aug 21 '24	Option Exercise	70.71	294,494	20,823,671	294,494	Aug 23 04:40 PM
WILSON THOMAS J	Chairman, President & CEO	Aug 21 '24	Sale	179.34	90,000	16,141,029	88,552	Aug 23 04:40 PM
WILSON THOMAS J	Chairman, President & CEO	Aug 22 '24	Sale	179.57	88,552	15,901,548	0	Aug 23 04:40 PM
WILSON THOMAS J	Officer	Aug 22 '24	Proposed Sale	179.57	88,552	15,901,544		Aug 22 04:08 PM
Toohey Robert	EVP, Chief HR Officer - AIC	Aug 19 '24	Option Exercise	137.19	19,766	2,711,720	21,555	Aug 21 05:02 PM
Toohey Robert	EVP, Chief HR Officer - AIC	Aug 19 '24	Sale	180.17	16,682	3,005,527	4,873	Aug 21 05:02 PM
WILSON THOMAS J	Officer	Aug 21 '24	Proposed Sale	179.35	90,000	16,141,064		Aug 21 04:51 PM
Brady Elizabeth	Executive Vice President - AIC	Aug 16 '24	Option Exercise	95.84	49,481	4,742,292	68,644	Aug 20 04:55 PM
Brady Elizabeth	Executive Vice President - AIC	Aug 16 '24	Sale	179.09	49,481	8,861,775	19,163	Aug 20 04:55 PM
Toohey Robert	Officer	Aug 19 '24	Proposed Sale	180.17	16,682	3,005,557		Aug 19 11:45 AM
Brady Elizabeth	Officer	Aug 16 '24	Proposed Sale	179.10	49,481	8,861,837		Aug 16 01:54 PM
Gupta Suren	President,Enterprise Solutions	Jul 18 '24	Option Exercise	70.71	45,775	3,236,750	135,705	Jul 22 05:38 PM
Gupta Suren	President,Enterprise Solutions	Jul 18 '24	Sale	177.28	45,775	8,114,835	89,930	Jul 22 05:38 PM

Open in Screener

DDOG

Datadog Inc

Jun 30 • 04:00PM ET

134.33

Dollar change +2.25
Percentage change 1.70	%

Technology • Software - Application • USA • NASD

Peers: NOW ZS CRWD OKTA TWLO FROG SNOW MDB ESTC TEAM

| Held by: VTI QQQ VO VXF VUG VOT IWP VGT IGV IWF

Index	NDX	P/E	291.01	EPS (ttm)	0.46	Insider Own	11.18%	Shs Outstand	319.23M	Perf Week	3.71%
Market Cap	46.39B	Forward P/E	64.69	EPS next Y	2.08	Insider Trans	-6.22%	Shs Float	306.76M	Perf Month	14.81%
Enterprise Value	43.82B	PEG	18.56	EPS next Q	0.41	Inst Own	74.88%	Short Float	2.50%	Perf Quarter	32.87%
Income	165.76M	P/S	16.37	EPS this Y	-6.40%	Inst Trans	1.03%	Short Ratio	1.56	Perf Half Y	-9.48%
Sales	2.83B	P/B	15.89	EPS next Y	21.90%	ROA	3.27%	Short Interest	7.65M	Perf YTD	-5.99%
Book/sh	8.46	P/C	10.43	EPS next 5Y	15.68%	ROE	6.48%	52W High	170.08 -21.02%	Perf Year	9.04%
Cash/sh	12.88	P/FCF	51.51	EPS past 3/5Y	- -	ROIC	4.02%	52W Low	81.63 64.56%	Perf 3Y	33.53%
Dividend Est.	-	EV/EBITDA	390.54	Sales past 3/5Y	37.67% 49.22%	Gross Margin	80.11%	Volatility	2.00% 2.72%	Perf 5Y	49.77%
Dividend TTM	-	EV/Sales	15.46	EPS Y/Y TTM	40.02%	Oper. Margin	1.05%	ATR (14)	3.51	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.71	Sales Y/Y TTM	25.54%	Profit Margin	5.85%	RSI (14)	73.63	Recom	1.49
Dividend Gr. 3/5Y	- -	Current Ratio	2.71	EPS Q/Q	-43.32%	SMA20	7.67%	Beta	1.02	Target Price	142.26
Payout	0.00%	Debt/Eq	0.64	Sales Q/Q	24.59%	SMA50	16.91%	Rel Volume	0.73	Prev Close	132.08
Employees	6500	LT Debt/Eq	0.41	Earnings	May 06 BMO	SMA200	8.27%	Avg Volume	4.92M	Price	134.33
IPO	Sep 19, 2019	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.68% 2.72%	Trades		Volume	3,613,258	Change	1.70%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-12-25	Upgrade	Wolfe Research	Peer Perform → Outperform	$150
Feb-18-25	Downgrade	Wolfe Research	Outperform → Peer Perform
Feb-13-25	Downgrade	Wells Fargo	Overweight → Equal Weight
Jan-29-25	Downgrade	Stifel	Buy → Hold	$165 → $140
Jan-17-25	Initiated	Cantor Fitzgerald	Overweight	$180
Jan-16-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$143
Jan-07-25	Downgrade	Truist	Buy → Hold	$170 → $150
Dec-12-24	Initiated	Macquarie	Outperform	$200
Nov-08-24	Reiterated	BMO Capital Markets	Outperform	$135 → $145
Nov-07-24	Upgrade	Monness Crespi & Hardt	Neutral → Buy	$155
Oct-25-24	Reiterated	BMO Capital Markets	Outperform	$132 → $135
Oct-18-24	Upgrade	UBS	Neutral → Buy	$125 → $150
Oct-08-24	Initiated	Exane BNP Paribas	Outperform	$150
Oct-01-24	Upgrade	DA Davidson	Neutral → Buy	$115 → $140
Aug-07-24	Upgrade	Monness Crespi & Hardt	Sell → Neutral
Aug-01-24	Upgrade	BTIG Research	Neutral → Buy	$143
Jul-16-24	Upgrade	Mizuho	Neutral → Outperform	$135 → $155
Jul-15-24	Initiated	Evercore ISI	Outperform	$150
Jun-14-24	Downgrade	Monness Crespi & Hardt	Neutral → Sell	$290 → $240
May-30-24	Upgrade	BofA Securities	Neutral → Buy	$143 → $155

Show Previous Ratings

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Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Le-Quoc on June 4, 2010 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DAVID OBSTLER	Officer	Jun 30 '25	Proposed Sale	132.08	15,000	1,981,200		Jun 30 04:20 PM
Pomel Olivier	Chief Executive Officer	Jun 25 '25	Sale	131.88	100,754	13,286,956	548,715	Jun 26 05:17 PM
Agarwal Amit	Director	Jun 25 '25	Sale	130.87	23,058	3,017,521	31,298	Jun 26 05:16 PM
OLIVIER POMEL	Director	Jun 25 '25	Proposed Sale	130.83	100,754	13,181,646		Jun 25 04:25 PM
AMIT AGARWAL	Director	Jun 25 '25	Proposed Sale	130.83	23,058	3,016,678		Jun 25 04:24 PM
OBSTLER DAVID M	Chief Financial Officer	Jun 18 '25	Sale	130.25	15,000	1,953,750	399,270	Jun 23 04:04 PM
Shah Shardul	Director	Jun 16 '25	Sale	120.86	7,916	956,728	388,205	Jun 18 04:57 PM
Walters Sean Michael	Chief Revenue Officer	Jun 17 '25	Sale	125.00	9,468	1,183,500	221,793	Jun 18 04:55 PM
OBSTLER DAVID M	Chief Financial Officer	Jun 17 '25	Sale	125.25	20,000	2,505,000	399,270	Jun 18 04:52 PM
DAVID OBSTLER	Officer	Jun 18 '25	Proposed Sale	124.84	15,000	1,872,600		Jun 18 04:27 PM
DAVID OBSTLER	Officer	Jun 17 '25	Proposed Sale	121.93	20,000	2,438,600		Jun 17 04:23 PM
SEAN MICHAEL WALTERS	Officer	Jun 17 '25	Proposed Sale	121.93	9,468	1,154,433		Jun 17 04:23 PM
2019 Shah Family Trust	Director	Jun 16 '25	Proposed Sale	120.45	7,916	953,482		Jun 16 04:24 PM
Agarwal Amit	Director	Jun 11 '25	Sale	119.46	25,000	2,986,558	54,356	Jun 13 04:31 PM
Walters Sean Michael	Chief Revenue Officer	Jun 11 '25	Sale	119.49	4,170	498,268	231,261	Jun 13 04:10 PM
AMIT AGARWAL	Director	Jun 11 '25	Proposed Sale	119.91	25,000	2,997,750		Jun 11 04:31 PM
SEAN MICHAEL WALTERS	Officer	Jun 11 '25	Proposed Sale	119.91	4,170	500,025		Jun 11 04:24 PM
Pomel Olivier	Chief Executive Officer	Jun 09 '25	Sale	121.71	107,365	13,067,746	548,715	Jun 11 04:10 PM
OLIVIER POMEL	Director	Jun 09 '25	Proposed Sale	122.16	107,365	13,115,708		Jun 09 04:31 PM
OBSTLER DAVID M	Chief Financial Officer	Jun 04 '25	Sale	120.25	20,000	2,405,000	399,270	Jun 06 04:09 PM
Le-Quoc Alexis	Chief Technology Officer	Jun 04 '25	Sale	119.96	127,105	15,247,342	452,769	Jun 06 04:08 PM
Shah Shardul	Director	Jun 04 '25	Sale	120.00	23,748	2,849,760	396,121	Jun 05 04:55 PM
Pomel Olivier	Chief Executive Officer	Jun 02 '25	Sale	116.84	15,227	1,779,138	548,715	Jun 04 04:56 PM
Acocella Kerry	General Counsel and Secretary	Jun 02 '25	Sale	116.84	5,099	595,772	115,490	Jun 04 04:54 PM
Galloreese David	Chief People Officer	Jun 02 '25	Sale	116.84	10,216	1,193,648	82,488	Jun 04 04:52 PM
Walters Sean Michael	Chief Revenue Officer	Jun 02 '25	Sale	116.84	11,167	1,304,763	235,431	Jun 04 04:51 PM
Le-Quoc Alexis	Chief Technology Officer	Jun 02 '25	Sale	116.84	13,766	1,608,433	452,769	Jun 04 04:49 PM
OBSTLER DAVID M	Chief Financial Officer	Jun 02 '25	Sale	117.40	35,016	4,111,048	399,270	Jun 04 04:47 PM
Blitzer Adam	Chief Operating Officer	Jun 02 '25	Sale	116.84	15,603	1,823,070	212,969	Jun 04 04:45 PM
Blitzer Adam	Chief Operating Officer	Jun 03 '25	Sale	118.24	14,710	1,739,324	198,259	Jun 04 04:45 PM
DAVID OBSTLER	Officer	Jun 04 '25	Proposed Sale	118.66	20,000	2,373,200		Jun 04 04:26 PM
2019 Shah Family Trust	Director	Jun 04 '25	Proposed Sale	118.66	23,748	2,817,938		Jun 04 04:25 PM
ALEXIS LEQUOC	Director	Jun 04 '25	Proposed Sale	118.66	127,105	15,082,279		Jun 04 04:21 PM
ADAM BLITZER	Officer	Jun 03 '25	Proposed Sale	117.74	14,710	1,731,955		Jun 03 04:29 PM
DAVID OBSTLER	Officer	Jun 02 '25	Proposed Sale	117.88	22,500	2,652,300		Jun 02 04:42 PM
David Galloreese	Officer	Jun 02 '25	Proposed Sale	117.00	10,291	1,204,047		Jun 02 04:30 PM
Kerry Acocella	Officer	Jun 02 '25	Proposed Sale	117.00	5,138	601,146		Jun 02 04:28 PM
Adam Blitzer	Officer	Jun 02 '25	Proposed Sale	117.00	16,106	1,884,402		Jun 02 04:27 PM
David Obstler	Officer	Jun 02 '25	Proposed Sale	117.00	12,607	1,475,019		Jun 02 04:24 PM
Alexis Le-Quoc	Director	Jun 02 '25	Proposed Sale	117.00	13,868	1,622,556		Jun 02 04:23 PM
Olivier Pomel	Director	Jun 02 '25	Proposed Sale	117.00	15,337	1,794,429		Jun 02 04:22 PM
Sean Michael Walters	Officer	Jun 02 '25	Proposed Sale	117.00	11,248	1,316,016		Jun 02 04:22 PM
Agarwal Amit	Director	May 28 '25	Sale	117.02	25,000	2,925,506	76,052	May 30 04:35 PM
AMIT AGARWAL	Director	May 28 '25	Proposed Sale	117.60	25,000	2,940,000		May 28 04:24 PM
Agarwal Amit	Director	May 14 '25	Sale	118.67	25,000	2,966,630	82,324	May 16 06:09 PM
AMIT AGARWAL	Director	May 14 '25	Proposed Sale	117.31	25,000	2,932,750		May 14 04:29 PM
Le-Quoc Alexis	Chief Technology Officer	May 07 '25	Sale	105.83	127,105	13,451,672	466,535	May 09 05:56 PM
Jacobson Matthew	Director	May 08 '25	Sale	107.61	186,684	20,088,484	0	May 09 04:30 PM
Jacobson Matthew	Director	May 07 '25	Sale	107.40	47,306	5,080,480	25,468	May 09 04:30 PM
ALEXIS LEQUOC	Director	May 07 '25	Proposed Sale	106.06	127,105	13,480,756		May 07 04:20 PM
Pomel Olivier	Chief Executive Officer	May 01 '25	Sale	105.71	107,365	11,349,917	563,598	May 05 04:18 PM
Agarwal Amit	Director	May 01 '25	Sale	105.49	75,000	7,911,485	82,324	May 05 04:17 PM
AMIT AGARWAL	Director	May 01 '25	Proposed Sale	102.16	75,000	7,662,000		May 01 04:33 PM
OLIVIER POMEL	Director	May 01 '25	Proposed Sale	102.16	107,365	10,968,408		May 01 04:30 PM
Pomel Olivier	Chief Executive Officer	Apr 07 '25	Sale	87.33	107,365	9,375,789	563,598	Apr 09 04:33 PM
OLIVIER POMEL	Director	Apr 07 '25	Proposed Sale	87.93	107,365	9,440,604		Apr 07 04:25 PM
Le-Quoc Alexis	Chief Technology Officer	Apr 01 '25	Sale	100.39	127,105	12,760,406	466,535	Apr 03 04:13 PM
ALEXIS LEQUOC	Director	Apr 01 '25	Proposed Sale	99.21	127,105	12,610,087		Apr 01 04:19 PM
Agarwal Amit	Director	Mar 21 '25	Sale	105.25	25,000	2,631,250	82,324	Mar 25 04:11 PM
AMIT AGARWAL	Director	Mar 21 '25	Proposed Sale	103.17	25,000	2,579,250		Mar 21 04:36 PM
Le-Quoc Alexis	Chief Technology Officer	Mar 12 '25	Sale	102.15	127,105	12,984,159	371,865	Mar 14 04:01 PM
Walters Sean Michael	Chief Revenue Officer	Mar 11 '25	Sale	102.04	8,454	862,681	185,871	Mar 13 04:02 PM
ALEXIS LEQUOC	Director	Mar 12 '25	Proposed Sale	101.96	127,105	12,959,626		Mar 12 04:23 PM
SEAN MICHAEL WALTERS	Officer	Mar 11 '25	Proposed Sale	101.65	8,454	859,349		Mar 11 04:23 PM
Pomel Olivier	Chief Executive Officer	Mar 07 '25	Sale	109.56	107,365	11,762,573	435,793	Mar 11 04:04 PM
OLIVIER POMEL	Director	Mar 07 '25	Proposed Sale	111.46	107,365	11,966,903		Mar 07 04:19 PM
Agarwal Amit	Director	Mar 05 '25	Sale	114.21	25,000	2,855,294	82,324	Mar 05 05:45 PM
Agarwal Amit	Director	Mar 03 '25	Sale	115.86	10,167	1,177,978	82,324	Mar 05 05:45 PM
Blitzer Adam	Chief Operating Officer	Mar 04 '25	Sale	113.83	26,232	2,986,047	163,250	Mar 05 04:49 PM
Blitzer Adam	Chief Operating Officer	Mar 03 '25	Sale	115.86	25,279	2,928,898	189,482	Mar 05 04:49 PM
Le-Quoc Alexis	Chief Technology Officer	Mar 03 '25	Sale	115.86	32,086	3,717,577	371,865	Mar 05 04:47 PM
OBSTLER DAVID M	Chief Financial Officer	Mar 03 '25	Sale	115.86	27,755	3,215,775	345,517	Mar 05 04:46 PM
Acocella Kerry	General Counsel and Secretary	Mar 03 '25	Sale	115.86	11,538	1,336,826	89,821	Mar 05 04:45 PM
Pomel Olivier	Chief Executive Officer	Mar 03 '25	Sale	115.86	37,406	4,333,968	435,793	Mar 05 04:43 PM
Walters Sean Michael	Chief Revenue Officer	Mar 03 '25	Sale	115.86	20,024	2,320,039	194,325	Mar 05 04:42 PM
AMIT AGARWAL	Director	Mar 05 '25	Proposed Sale	115.46	25,000	2,886,500		Mar 05 04:23 PM
ADAM BLITZER	Officer	Mar 04 '25	Proposed Sale	113.17	26,232	2,968,675		Mar 04 05:11 PM
Sean Michael Walters	Officer	Mar 03 '25	Proposed Sale	115.00	20,152	2,317,480		Mar 03 04:40 PM
Olivier Pomel	Officer and Director	Mar 03 '25	Proposed Sale	115.00	37,675	4,332,625		Mar 03 04:38 PM
Kerry Acocella	Officer	Mar 03 '25	Proposed Sale	115.00	11,623	1,336,645		Mar 03 04:36 PM
David Obstler	Officer	Mar 03 '25	Proposed Sale	115.00	27,940	3,213,100		Mar 03 04:35 PM
Amit Agarwal	Director	Mar 03 '25	Proposed Sale	115.00	11,474	1,319,510		Mar 03 04:33 PM
Alexis Le-Quoc	Officer and Director	Mar 03 '25	Proposed Sale	115.00	32,320	3,716,800		Mar 03 04:31 PM
Adam Blitzer	Officer	Mar 03 '25	Proposed Sale	115.00	26,984	3,103,160		Mar 03 04:27 PM
Agarwal Amit	Director	Feb 19 '25	Sale	129.39	25,000	3,234,692	195,667	Feb 21 04:04 PM
AMIT AGARWAL	Director	Feb 19 '25	Proposed Sale	130.63	25,000	3,265,750		Feb 19 04:29 PM
Shah Shardul	Director	Feb 14 '25	Sale	131.06	7,916	1,037,460	419,869	Feb 19 04:20 PM
2019 Shah Family Trust	Director	Feb 14 '25	Proposed Sale	135.89	7,916	1,075,705		Feb 14 04:21 PM
Pomel Olivier	Chief Executive Officer	Feb 10 '25	Sale	146.72	118,560	17,395,499	379,693	Feb 12 04:21 PM
OLIVIER POMEL	Director	Feb 10 '25	Proposed Sale	142.65	118,560	16,912,584		Feb 10 04:30 PM
Agarwal Amit	Director	Feb 05 '25	Sale	143.09	25,000	3,577,275	195,667	Feb 07 04:05 PM
Le-Quoc Alexis	CHIEF TECHNOLOGY OFFICER	Feb 03 '25	Sale	142.78	127,105	18,148,184	324,778	Feb 05 04:45 PM
AMIT AGARWAL	Director	Feb 05 '25	Proposed Sale	145.83	25,000	3,645,750		Feb 05 04:20 PM
ALEXIS LEQUOC	Director	Feb 03 '25	Proposed Sale	142.71	127,105	18,139,155		Feb 03 04:22 PM
Pomel Olivier	Chief Executive Officer	Jan 27 '25	Sale	139.86	11,195	1,565,679	379,693	Jan 29 04:11 PM
OLIVIER POMEL	Director	Jan 27 '25	Proposed Sale	140.99	11,195	1,578,383		Jan 27 04:25 PM
Agarwal Amit	Director	Jan 22 '25	Sale	139.47	25,000	3,486,779	195,667	Jan 24 04:03 PM
AMIT AGARWAL	Director	Jan 22 '25	Proposed Sale	138.40	25,000	3,460,000		Jan 22 04:21 PM
Shah Shardul	Director	Jan 15 '25	Sale	142.12	7,916	1,125,004	427,785	Jan 17 04:08 PM
Pomel Olivier	Chief Executive Officer	Jan 13 '25	Sale	137.69	118,560	16,323,964	379,693	Jan 15 04:24 PM

Open in Screener

INTA

Intapp Inc

Jun 30 • 04:00PM ET

51.62

Dollar change +0.50
Percentage change 0.98	%

Technology • Software - Application • USA • NASD

Peers: CRM MSFT ORCL ADBE SAP WDAY TEAM NOW HUBS BOX

| Held by: VTI VB IWM VGT VXF VBK IWO VTWO SCHA IGV

Index	RUT	P/E	-	EPS (ttm)	-0.24	Insider Own	10.07%	Shs Outstand	80.58M	Perf Week	-2.36%
Market Cap	4.18B	Forward P/E	48.11	EPS next Y	1.07	Insider Trans	-10.65%	Shs Float	72.83M	Perf Month	-5.18%
Enterprise Value	3.88B	PEG	-	EPS next Q	0.23	Inst Own	87.19%	Short Float	3.97%	Perf Quarter	-13.84%
Income	-18.29M	P/S	8.64	EPS this Y	99.80%	Inst Trans	-3.34%	Short Ratio	4.88	Perf Half Y	-21.86%
Sales	483.46M	P/B	8.45	EPS next Y	19.35%	ROA	-2.44%	Short Interest	2.89M	Perf YTD	-19.46%
Book/sh	6.11	P/C	12.92	EPS next 5Y	43.97%	ROE	-4.16%	52W High	77.74 -33.60%	Perf Year	47.11%
Cash/sh	3.99	P/FCF	40.16	EPS past 3/5Y	24.18% 1.52%	ROIC	-3.59%	52W Low	31.08 66.09%	Perf 3Y	254.05%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	26.11% 24.62%	Gross Margin	72.42%	Volatility	4.32% 3.10%	Perf 5Y	-
Dividend TTM	-	EV/Sales	8.02	EPS Y/Y TTM	61.98%	Oper. Margin	-5.05%	ATR (14)	1.88	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.41	Sales Y/Y TTM	17.70%	Profit Margin	-3.78%	RSI (14)	39.20	Recom	1.91
Dividend Gr. 3/5Y	- -	Current Ratio	1.41	EPS Q/Q	61.12%	SMA20	-5.23%	Beta	0.77	Target Price	69.12
Payout	-	Debt/Eq	0.04	Sales Q/Q	16.66%	SMA50	-5.79%	Rel Volume	1.41	Prev Close	51.12
Employees	1235	LT Debt/Eq	0.03	Earnings	May 06 AMC	SMA200	-11.62%	Avg Volume	591.56K	Price	51.62
IPO	Jun 30, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	18.99% 0.28%	Trades		Volume	834,370	Change	0.98%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-24-25	Resumed	Piper Sandler	Neutral	$55
Jan-16-25	Downgrade	Citigroup	Buy → Neutral	$87 → $78
Jan-03-25	Downgrade	Raymond James	Outperform → Mkt Perform
Oct-07-24	Downgrade	Barclays	Overweight → Equal Weight	$44
Jul-08-24	Downgrade	Oppenheimer	Outperform → Perform
Jan-23-24	Initiated	Citigroup	Buy	$57
Nov-07-23	Initiated	UBS	Buy	$45
Sep-06-23	Initiated	Barclays	Overweight	$43
Jul-10-23	Initiated	BTIG Research	Buy	$55
Jan-18-22	Resumed	Stifel	Buy	$44

Jun-24-25 09:00AM	Blank Rome adopts Intapp Intelligent Cloud to activate firmwide intelligence (GlobeNewswire)
Jun-18-25 09:00AM	Intapp announces collaboration with Snowflake for enhanced analytics and industry insights (GlobeNewswire)
Jun-17-25 09:00AM	Gadens selects Intapp to comply with AML regulations in Australia (GlobeNewswire)
Jun-12-25 12:57PM	Do Options Traders Know Something About Intapp Stock We Don't? (Zacks)
Jun-10-25 09:00AM	Sills Cummis & Gross Uses Intapp Billstream to Bolster Revenue Management (Business Wire)
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May-29-25 09:55AM	Wall Street Analysts Think Intapp (INTA) Could Surge 29%: Read This Before Placing a Bet (Zacks)
May-28-25 09:00AM	Intapp to Participate in Upcoming Investor Conference (GlobeNewswire)
May-21-25 04:35PM	MSCI Inc (MSCI) Signs a MOU with Intapp (INTA) to Innovate Capital Markets Using AI (Insider Monkey)
08:00AM	MSCI and Intapp Are Partnering to Deliver Enhanced Private Capital Market Intelligence (Business Wire)
May-20-25 09:00AM	72% of professionals report using AI at work, compared to just 48% in 2024 (GlobeNewswire)
May-13-25 12:20PM	Surging Earnings Estimates Signal Upside for Intapp (INTA) Stock (Zacks)
09:55AM	Wall Street Analysts Believe Intapp (INTA) Could Rally 26.09%: Here's is How to Trade (Zacks)
May-08-25 09:00AM	Intapp to Participate in Upcoming Investor Conference (GlobeNewswire)
May-07-25 10:04AM	Q3 2025 Intapp Inc Earnings Call (Thomson Reuters StreetEvents) -6.59%
03:25AM	Intapp Inc (INTA) Q3 2025 Earnings Call Highlights: Strong Cloud Growth and Strategic ... (GuruFocus.com)
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May-06-25 11:37PM	Intapp targets $501.6M FY 2025 revenue with strategic expansion into AI and cloud solutions (Seeking Alpha)
11:36PM	Intapp, Inc. (INTA) Q3 2025 Earnings Call Transcript (Seeking Alpha)
07:00PM	Here's What Key Metrics Tell Us About Intapp (INTA) Q3 Earnings (Zacks)
05:40PM	Intapp (INTA) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
04:05PM	Intapp Announces Third Quarter Fiscal Year 2025 Financial Results (GlobeNewswire)
May-05-25 09:27AM	Earnings To Watch: Intapp Inc (INTA) Reports Q3 2025 Result (GuruFocus.com)
May-01-25 11:35AM	ClearBridge Small Cap Growth Fund Q1 2025 Commentary (Seeking Alpha)
Apr-30-25 10:01AM	Vertex (VERX) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Apr-29-25 10:01AM	Intapp (INTA) Earnings Expected to Grow: Should You Buy? (Zacks)
09:00AM	Colin Biggers & Paisley selected Intapp Time to modernize timekeeping and compliance practices (GlobeNewswire)
Apr-22-25 09:00AM	Intapp to announce fiscal third quarter 2025 financial results on May 6, 2025 (GlobeNewswire)
Apr-16-25 09:57AM	Intapp: Tapping Into This Growth Name (Seeking Alpha)
05:50AM	Intapp: Sustainable Execution Can Make It Great From Good (Seeking Alpha)
Apr-15-25 11:54AM	Intapp: Irrational Exuberance (Technical Analysis) (Seeking Alpha)
Apr-11-25 08:30AM	Intapp announces plan to acquire TermSheet (GlobeNewswire)
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Apr-07-25 08:00AM	ClearBridge Small Cap Growth Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-02-25 03:16PM	Implied Volatility Surging for Intapp (INTA) Stock Options (Zacks)
Mar-21-25 05:00AM	Top 10 Quant Stocks Of 2025 Update (SeekingAlpha)
Feb-26-25 09:00AM	Intapp DealCloud Activator launched to drive growth for professional services firms (GlobeNewswire)
Feb-25-25 05:30PM	Intapp announces Partner Forum 2025 Award winners (GlobeNewswire)
Feb-24-25 09:00AM	Intapp to Participate in Upcoming Investor Conference (GlobeNewswire)
Feb-20-25 09:00AM	Intapp DealCloud named Deal Origination Solution of the Year: Credit at the Private Equity Wire European Awards 2025 (GlobeNewswire)
Feb-19-25 04:00PM	Breakout Watch: Top Funds Bet On AI-Fueled Fintech Riding 205% Growth (Investor's Business Daily)
Feb-13-25 11:35AM	Intapp (INTA) New Lisbon R&D Center to Drive AI Innovation in Financial Services (Insider Monkey)
Feb-12-25 04:00AM	Intapp opens Lisbon Research and Development Centre (GlobeNewswire)
Feb-11-25 06:03PM	Intapp, Inc. (INTA) Expands AI-Powered DealCloud Adoption with New Forests Implementation (Insider Monkey)
08:45AM	New Forests adopts Intapp DealCloud to bolster capital raising (GlobeNewswire)
Feb-05-25 03:53PM	Intapp (INTA): AI-Powered DealCloud Enhancements Boost Professional Services (Insider Monkey)
09:47AM	Q2 2025 Intapp Inc Earnings Call (Thomson Reuters StreetEvents)
02:16AM	Intapp Inc (INTA) Q2 2025 Earnings Call Highlights: Strong Cloud ARR Growth and AI Advancements ... (GuruFocus.com)
Feb-04-25 06:30PM	Intapp (INTA) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:50PM	Intapp (INTA) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:47PM	Intapp: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Intapp Announces Second Quarter Fiscal Year 2025 Financial Results (GlobeNewswire)
Feb-03-25 07:04AM	Intapp Inc (INTA) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jan-31-25 10:32AM	Strong Results Boosted Intapp (INTA) in Q4 (Insider Monkey)
Jan-23-25 04:47PM	Crane NXT Stock Sees IBD RS Rating Improve To 75 (Investor's Business Daily)
Jan-22-25 08:30AM	MPLX Nears 10-Year High On Trump Boost (Investor's Business Daily)
Jan-21-25 09:00AM	Intapp to announce fiscal second quarter 2025 financial results on February 4, 2025 (GlobeNewswire)
Jan-08-25 12:10PM	Why Intapp (INTA) is Poised to Beat Earnings Estimates Again (Zacks)
Dec-12-24 08:13AM	Should You Consider Adding Intapp (INTA) to Your Portfolio? (Insider Monkey)
Dec-03-24 09:00AM	Milsted Langdon selects Intapp Collaboration solutions to activate collective firm intelligence (GlobeNewswire)
Nov-26-24 09:00AM	Intapp to Participate in Upcoming Investor Conference (GlobeNewswire)
Nov-14-24 01:38PM	Crypto Play Leads 6 Newer IPOs Lead 21 'Perfect' Stocks (Investor's Business Daily)
12:27PM	Coinbase And 5 Other Newer IPOs Lead 21 'Perfect' Stocks (Investor's Business Daily)
Nov-05-24 01:13PM	Q1 2025 Intapp Inc Earnings Call (Thomson Reuters StreetEvents)
02:11AM	Intapp Inc (INTA) Q1 2025 Earnings Call Highlights: Strong SaaS Growth and Strategic ... (GuruFocus.com)
Nov-04-24 06:00PM	Compared to Estimates, Intapp (INTA) Q1 Earnings: A Look at Key Metrics (Zacks)
05:35PM	Intapp (INTA) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:36PM	Intapp: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Intapp Announces First Quarter Fiscal Year 2025 Financial Results (GlobeNewswire)
Nov-01-24 09:02AM	Intapp Inc (INTA) Q1 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-22-24 09:00AM	Alvarez & Marsal selects Intapp to strengthen deal management (GlobeNewswire)
Oct-21-24 09:00AM	Intapp to announce fiscal first quarter 2025 financial results on November 4, 2024 (GlobeNewswire)
Oct-15-24 09:30AM	Crete Professionals Alliance uses Intapp to drive innovation and rapid growth in the highly regulated accounting market (GlobeNewswire)
Sep-30-24 03:44PM	Coinbase Global Stock Earns 85 RS Rating (Investor's Business Daily)
Sep-27-24 09:15AM	Intapp, Inc. (INTA) Hits Fresh High: Is There Still Room to Run? (Zacks)
Sep-19-24 09:00AM	Intapp DealCloud named Deal Origination Solution of the Year at the 2024 Private Equity Wire U.S. Credit Awards (GlobeNewswire)
Sep-17-24 01:04PM	Intapp (INTA) Surges 6.0%: Is This an Indication of Further Gains? (Zacks)
09:40AM	Is Intapp (INTA) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Sep-16-24 05:02PM	Enterprise Software Firm Intapp Jumps Back Into Buy Zone (Investor's Business Daily) +5.95%
Sep-11-24 01:42PM	Microsoft AI Partner Rallies To Buy Point On Strong Earnings (Investor's Business Daily)
Sep-10-24 09:00AM	Intapp partners with Gain.pro to empower mutual clients with actionable transaction-focused deal intelligence (GlobeNewswire)
Sep-06-24 01:30AM	Insider Sale: Scott Fitzgerald Sells 3,000 Shares of Intapp Inc (INTA) (GuruFocus.com)
Sep-04-24 09:00AM	Alpaca Real Estate using Intapp DealCloud for AI-driven proprietary data management (GlobeNewswire)
Aug-30-24 09:55AM	Intapp (INTA) Just Flashed Golden Cross Signal: Do You Buy? (Zacks)
01:57AM	Intapp Inc (INTA) CEO John Hall Sells 46,979 Shares (GuruFocus.com)
Aug-29-24 09:15AM	Intapp, Inc. (INTA) Hit a 52 Week High, Can the Run Continue? (Zacks)
Aug-28-24 09:00AM	NORD Holding chooses Intapp DealCloud to modernize investor relations and fundraising functions (GlobeNewswire)
Aug-24-24 01:30AM	Insider Sale: CEO John Hall Sells 48,982 Shares of Intapp Inc (INTA) (GuruFocus.com)
Aug-21-24 07:03PM	Insider Sale: Scott Fitzgerald Sells 3,000 Shares of Intapp Inc (INTA) (GuruFocus.com)
07:03PM	Insider Sale: CEO John Hall Sells 47,116 Shares of Intapp Inc (INTA) (GuruFocus.com)
12:20PM	Earnings Estimates Moving Higher for Intapp (INTA): Time to Buy? (Zacks)
Aug-16-24 09:49AM	Why Intapp Stock Was Surging This Week (Motley Fool)
Aug-14-24 09:38AM	Q4 2024 Intapp Inc Earnings Call (Thomson Reuters StreetEvents) +12.79%
Aug-13-24 06:00PM	Intapp (INTA) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:20PM	Intapp (INTA) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:36PM	Intapp: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Intapp Announces Fourth Quarter and Fiscal Year 2024 Financial Results (GlobeNewswire)
Aug-12-24 09:00AM	Intapp Assist generative AI feature now available for Intapp Terms (GlobeNewswire)
Aug-08-24 09:15AM	Unveiling Intapp (INTA) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Jul-30-24 09:00AM	Intapp to announce fiscal fourth quarter and fiscal year 2024 financial results on August 13, 2024 (GlobeNewswire)
Jun-26-24 09:00AM	Enventure chooses Intapp DealCloud to drive firm growth through AI innovation (GlobeNewswire)
Jun-25-24 09:00AM	Argonaut Private Equity selects Intapp to improve personal trading oversight (GlobeNewswire)
Jun-22-24 06:36AM	From $5k to $50k: 3 Stocks With Astronomical Upside Potential (InvestorPlace)

Intapp, Inc. engages in the provision of information technology services. It provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company was founded by Thaddaus Jampol and Daniel Harsell in 2000 and is headquartered in Palo Alto, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HALL JOHN T	Chief Executive Officer	Jun 26 '25	Option Exercise	7.45	23,060	171,797	5,489,695	Jun 30 04:08 PM
HALL JOHN T	Chief Executive Officer	Jun 24 '25	Option Exercise	7.45	21,300	158,685	5,466,635	Jun 26 04:07 PM
HALL JOHN T	Chief Executive Officer	Jun 09 '25	Option Exercise	7.45	8,000	59,600	5,453,335	Jun 11 04:07 PM
HALL JOHN T	Chief Executive Officer	Jun 09 '25	Sale	58.20	8,000	465,637	5,445,335	Jun 11 04:07 PM
Jampol Thad	Chief Product Officer	Jun 02 '25	Option Exercise	12.00	5,000	60,000	875,801	Jun 04 04:09 PM
Jampol Thad	Chief Product Officer	Jun 02 '25	Sale	55.03	5,000	275,147	870,801	Jun 04 04:09 PM
HALL JOHN T	Chief Executive Officer	Jun 02 '25	Option Exercise	7.45	8,000	59,600	5,453,335	Jun 04 04:08 PM
HALL JOHN T	Chief Executive Officer	Jun 02 '25	Sale	55.03	8,000	440,248	5,445,335	Jun 04 04:08 PM
Fitzgerald Scott	Chief Marketing Officer	Jun 02 '25	Sale	55.02	3,000	165,053	42,567	Jun 04 04:06 PM
MORTON DAVID H JR	Chief Financial Officer	May 23 '25	Sale	55.02	10,000	550,196	32,739	May 28 04:13 PM
Harrison David Benjamin	President, Industries	May 23 '25	Sale	55.01	14,275	785,339	0	May 28 04:11 PM
HALL JOHN T	Chief Executive Officer	May 27 '25	Option Exercise	7.45	8,000	59,600	5,453,335	May 28 04:09 PM
HALL JOHN T	Chief Executive Officer	May 23 '25	Sale	55.01	31,200	1,716,428	5,445,335	May 28 04:09 PM
HALL JOHN T	Chief Executive Officer	May 27 '25	Sale	55.28	8,000	442,202	5,445,335	May 28 04:09 PM
JOHN T HALL	Director	May 27 '25	Proposed Sale	54.58	48,000	2,619,840		May 27 04:36 PM
JOHN T HALL	Officer	May 23 '25	Proposed Sale	56.41	31,200	1,759,992		May 23 04:19 PM
DAVID BENJAMIN HARRISON	Officer	May 23 '25	Proposed Sale	56.41	14,275	805,253		May 23 04:18 PM
DAVID MORTON	Officer	May 23 '25	Proposed Sale	56.41	10,000	564,100		May 23 04:18 PM
Murgel Michele	Chief People & Places Officer	May 21 '25	Sale	57.07	5,013	286,084	216,848	May 23 04:16 PM
Murgel Michele	Chief People & Places Officer	May 22 '25	Sale	56.77	2,503	142,094	214,345	May 23 04:16 PM
MORTON DAVID H JR	Chief Financial Officer	May 21 '25	Sale	57.07	8,894	507,567	47,176	May 23 04:14 PM
MORTON DAVID H JR	Chief Financial Officer	May 22 '25	Sale	56.77	4,437	251,886	42,739	May 23 04:14 PM
Jampol Thad	Chief Product Officer	May 21 '25	Sale	57.07	5,716	326,203	873,653	May 23 04:13 PM
Jampol Thad	Chief Product Officer	May 22 '25	Sale	56.77	2,852	161,907	870,801	May 23 04:13 PM
Harrison David Benjamin	President, Industries	May 21 '25	Sale	57.07	6,088	347,433	17,312	May 23 04:12 PM
Harrison David Benjamin	President, Industries	May 22 '25	Sale	56.77	3,037	172,409	14,275	May 23 04:12 PM
HALL JOHN T	Chief Executive Officer	May 21 '25	Sale	57.07	13,160	751,021	5,483,100	May 23 04:10 PM
HALL JOHN T	Chief Executive Officer	May 22 '25	Sale	56.77	6,565	372,692	5,476,535	May 23 04:10 PM
Fitzgerald Scott	Chief Marketing Officer	May 21 '25	Sale	57.07	2,698	153,971	46,915	May 23 04:09 PM
Fitzgerald Scott	Chief Marketing Officer	May 22 '25	Sale	56.77	1,348	76,525	45,567	May 23 04:09 PM
Coleman Donald F.	Chief Operating Officer	May 21 '25	Sale	57.07	5,629	321,239	437,885	May 23 04:08 PM
Coleman Donald F.	Chief Operating Officer	May 22 '25	Sale	56.77	2,809	159,465	435,076	May 23 04:08 PM
Murgel Michele	Chief People & Places Officer	May 20 '25	Option Exercise	0.00	2,766	0	226,788	May 21 04:17 PM
Murgel Michele	Chief People & Places Officer	May 20 '25	Sale	56.75	4,927	279,605	221,861	May 21 04:17 PM
MORTON DAVID H JR	Chief Financial Officer	May 20 '25	Option Exercise	0.00	13,247	0	64,811	May 21 04:16 PM
MORTON DAVID H JR	Chief Financial Officer	May 20 '25	Sale	56.75	8,741	496,048	56,070	May 21 04:16 PM
Jampol Thad	Chief Product Officer	May 20 '25	Option Exercise	0.00	3,257	0	884,988	May 21 04:14 PM
Jampol Thad	Chief Product Officer	May 20 '25	Sale	56.75	5,619	318,876	879,369	May 21 04:14 PM
Harrison David Benjamin	President, Industries	May 20 '25	Option Exercise	0.00	2,891	0	29,383	May 21 04:13 PM
Harrison David Benjamin	President, Industries	May 20 '25	Sale	56.75	5,983	339,533	23,400	May 21 04:13 PM
HALL JOHN T	Chief Executive Officer	May 19 '25	Option Exercise	7.45	8,000	59,600	5,508,590	May 21 04:12 PM
HALL JOHN T	Chief Executive Officer	May 20 '25	Option Exercise	0.00	8,605	0	5,509,195	May 21 04:12 PM
HALL JOHN T	Chief Executive Officer	May 20 '25	Sale	56.75	12,935	734,056	5,496,260	May 21 04:12 PM
HALL JOHN T	Chief Executive Officer	May 19 '25	Sale	57.15	8,000	457,193	5,500,590	May 21 04:12 PM
Fitzgerald Scott	Chief Marketing Officer	May 20 '25	Option Exercise	0.00	1,599	0	52,265	May 21 04:10 PM
Fitzgerald Scott	Chief Marketing Officer	May 20 '25	Sale	56.75	2,652	150,500	49,613	May 21 04:10 PM
Coleman Donald F.	Chief Operating Officer	May 20 '25	Option Exercise	0.00	3,132	0	449,047	May 21 04:08 PM
Coleman Donald F.	Chief Operating Officer	May 20 '25	Sale	56.75	5,533	313,996	443,514	May 21 04:08 PM
JOHN T HALL	Director	May 19 '25	Proposed Sale	58.28	8,000	466,240		May 19 04:23 PM
HALL JOHN T	Chief Executive Officer	May 12 '25	Option Exercise	7.45	138,650	1,032,942	5,583,985	May 14 04:08 PM
HALL JOHN T	Chief Executive Officer	May 12 '25	Sale	55.65	138,650	7,715,665	5,445,335	May 14 04:08 PM
JOHN T HALL	Director	May 12 '25	Proposed Sale	53.90	58,650	3,161,235		May 12 04:36 PM
HALL JOHN T	Chief Executive Officer	May 08 '25	Option Exercise	7.45	33,450	249,202	5,445,335	May 12 04:06 PM
Jampol Thad	Chief Product Officer	May 02 '25	Option Exercise	12.00	5,000	60,000	862,250	May 06 04:08 PM
Jampol Thad	Chief Product Officer	May 02 '25	Sale	56.65	5,000	283,234	857,250	May 06 04:08 PM
Fitzgerald Scott	Chief Marketing Officer	May 01 '25	Sale	55.68	3,000	167,038	38,517	May 05 04:10 PM
Murgel Michele	Chief People & Places Officer	Apr 23 '25	Option Exercise	12.00	20,000	240,000	202,462	Apr 25 04:08 PM
HALL JOHN T	Chief Executive Officer	Apr 22 '25	Option Exercise	7.45	35,700	265,965	5,411,885	Apr 24 04:09 PM
HALL JOHN T	Chief Executive Officer	Apr 09 '25	Option Exercise	7.45	52,640	392,168	5,376,185	Apr 11 04:08 PM
HALL JOHN T	Chief Executive Officer	Apr 07 '25	Option Exercise	7.45	20,700	154,215	5,323,545	Apr 09 04:16 PM
Jampol Thad	Chief Product Officer	Apr 02 '25	Option Exercise	8.78	112,928	991,489	970,178	Apr 04 04:09 PM
Jampol Thad	Chief Product Officer	Apr 02 '25	Sale	59.27	112,928	6,693,682	857,250	Apr 04 04:09 PM
Fitzgerald Scott	Chief Marketing Officer	Apr 01 '25	Sale	59.00	3,000	176,986	41,517	Apr 03 04:13 PM
THAD JAMPOL	Officer	Apr 02 '25	Proposed Sale	59.44	122,928	7,306,840		Apr 02 04:23 PM
Murgel Michele	Chief People & Places Officer	Mar 19 '25	Sale	60.00	1,962	117,720	182,462	Mar 21 04:11 PM
Murgel Michele	Chief People & Places Officer	Mar 17 '25	Sale	60.13	23,404	1,407,285	185,220	Mar 19 04:11 PM
Murgel Michele	Chief People & Places Officer	Mar 18 '25	Sale	60.00	796	47,760	184,424	Mar 19 04:11 PM
Harris Nancy L	Director	Mar 14 '25	Sale	60.00	2,970	178,200	36,394	Mar 18 04:11 PM
HALL JOHN T	Chief Executive Officer	Mar 14 '25	Option Exercise	7.45	32,500	242,125	5,302,845	Mar 18 04:05 PM
Murgel Michele	Chief People & Places Officer	Mar 14 '25	Sale	60.00	4,155	249,312	208,624	Mar 17 04:12 PM
Murgel Michele	Chief People & Places Officer	Mar 13 '25	Sale	60.46	1,015	61,366	212,779	Mar 17 04:12 PM
NANCY HARRIS	Director	Mar 14 '25	Proposed Sale	58.20	2,970	172,854		Mar 14 04:25 PM
MICHELE CHRISTINE MURGEL	Officer	Mar 13 '25	Proposed Sale	61.05	31,332	1,912,819		Mar 13 04:56 PM
Jampol Thad	Chief Product Officer	Mar 10 '25	Option Exercise	3.99	20,000	79,800	877,250	Mar 12 04:06 PM
Jampol Thad	Chief Product Officer	Mar 10 '25	Sale	57.15	20,000	1,143,017	857,250	Mar 12 04:06 PM
HALL JOHN T	Chief Executive Officer	Mar 11 '25	Option Exercise	7.45	33,450	249,202	5,270,345	Mar 12 04:05 PM
HALL JOHN T	Chief Executive Officer	Mar 10 '25	Option Exercise	7.45	8,000	59,600	5,244,895	Mar 12 04:05 PM
HALL JOHN T	Chief Executive Officer	Mar 10 '25	Sale	57.15	8,000	457,166	5,236,895	Mar 12 04:05 PM
HALL JOHN T	Chief Executive Officer	Mar 03 '25	Option Exercise	7.45	8,000	59,600	5,244,895	Mar 05 04:08 PM
HALL JOHN T	Chief Executive Officer	Mar 03 '25	Sale	64.69	8,000	517,550	5,236,895	Mar 05 04:08 PM
Fitzgerald Scott	Chief Marketing Officer	Mar 03 '25	Sale	64.63	3,000	193,877	44,517	Mar 05 04:06 PM
SCOTT FITZGERALD	Officer	Mar 03 '25	Proposed Sale	65.96	12,000	791,520		Mar 03 04:41 PM
MORTON DAVID H JR	Chief Financial Officer	Feb 25 '25	Sale	65.12	10,000	651,171	21,656	Feb 27 04:13 PM
Harrison David Benjamin	President, Industries	Feb 25 '25	Sale	65.12	27,971	1,821,368	0	Feb 27 04:11 PM
HALL JOHN T	Chief Executive Officer	Feb 26 '25	Option Exercise	4.42	86,799	383,693	5,236,895	Feb 27 04:09 PM
HALL JOHN T	Chief Executive Officer	Feb 25 '25	Sale	65.11	63,686	4,146,708	5,150,096	Feb 27 04:09 PM
Murgel Michele	Chief People & Places Officer	Feb 21 '25	Sale	67.18	5,519	370,794	218,426	Feb 25 04:39 PM
Murgel Michele	Chief People & Places Officer	Feb 24 '25	Sale	64.54	4,632	298,937	213,794	Feb 25 04:39 PM
MORTON DAVID H JR	Chief Financial Officer	Feb 21 '25	Sale	67.19	3,991	268,136	35,005	Feb 25 04:37 PM
MORTON DAVID H JR	Chief Financial Officer	Feb 24 '25	Sale	64.54	3,349	216,134	31,656	Feb 25 04:37 PM
Jampol Thad	Chief Product Officer	Feb 21 '25	Sale	67.19	11,111	746,494	866,579	Feb 25 04:36 PM
Jampol Thad	Chief Product Officer	Feb 24 '25	Sale	64.54	9,329	602,065	857,250	Feb 25 04:36 PM
Harrison David Benjamin	President, Industries	Feb 21 '25	Sale	67.19	9,327	626,636	35,801	Feb 25 04:34 PM
Harrison David Benjamin	President, Industries	Feb 24 '25	Sale	64.54	7,830	505,327	27,971	Feb 25 04:34 PM
JOHN T HALL	Director	Feb 25 '25	Proposed Sale	65.90	159,686	10,523,307		Feb 25 04:33 PM
DAVID BENJAMIN HARRISON	Officer	Feb 25 '25	Proposed Sale	65.90	27,971	1,843,289		Feb 25 04:33 PM
DAVID MORTON	Officer	Feb 25 '25	Proposed Sale	65.90	10,000	659,000		Feb 25 04:32 PM
HALL JOHN T	Chief Executive Officer	Feb 24 '25	Option Exercise	7.45	8,000	59,600	5,242,225	Feb 25 04:31 PM
HALL JOHN T	Chief Executive Officer	Feb 24 '25	Sale	64.66	28,443	1,839,185	5,213,782	Feb 25 04:31 PM
HALL JOHN T	Chief Executive Officer	Feb 21 '25	Sale	67.19	24,351	1,636,026	5,234,225	Feb 25 04:31 PM

Peers: MAS BLD ALLE TREX SSD AOS APOG JELD AWI PATK

| Held by: IJH VTI VB VBR VXF AIRR MDY IJK VIG SPMD

Index	-	P/E	49.37	EPS (ttm)	2.79	Insider Own	0.99%	Shs Outstand	85.00M	Perf Week	1.54%
Market Cap	11.70B	Forward P/E	9.32	EPS next Y	14.76	Insider Trans	-2.44%	Shs Float	84.21M	Perf Month	1.64%
Enterprise Value	17.33B	PEG	35.78	EPS next Q	3.81	Inst Own	93.94%	Short Float	2.29%	Perf Quarter	-3.58%
Income	255.00M	P/S	1.04	EPS this Y	-14.78%	Inst Trans	2.21%	Short Ratio	2.01	Perf Half Y	-19.62%
Sales	11.21B	P/B	2.39	EPS next Y	8.85%	ROA	4.72%	Short Interest	1.93M	Perf YTD	-19.26%
Book/sh	57.44	P/C	28.67	EPS next 5Y	1.38%	ROE	11.93%	52W High	214.53 -35.90%	Perf Year	-20.59%
Cash/sh	4.80	P/FCF	10.43	EPS past 3/5Y	-8.25% 14.91%	ROIC	2.48%	52W Low	123.40 11.44%	Perf 3Y	84.89%
Dividend Est.	2.27 (1.65%)	EV/EBITDA	6.35	Sales past 3/5Y	8.90% 8.92%	Gross Margin	29.62%	Volatility	1.84% 2.51%	Perf 5Y	149.45%
Dividend TTM	2.58 (1.88%)	EV/Sales	1.55	EPS Y/Y TTM	-77.11%	Oper. Margin	18.56%	ATR (14)	3.65	Perf 10Y	231.53%
Dividend Ex-Date	Jul 21, 2025	Quick Ratio	0.93	Sales Y/Y TTM	16.16%	Profit Margin	2.28%	RSI (14)	51.56	Recom	1.84
Dividend Gr. 3/5Y	30.13% 22.57%	Current Ratio	1.44	EPS Q/Q	-131.86%	SMA20	1.21%	Beta	1.33	Target Price	169.87
Payout	33.79%	Debt/Eq	1.23	Sales Q/Q	10.00%	SMA50	-0.54%	Rel Volume	0.53	Prev Close	138.02
Employees	25000	LT Debt/Eq	1.10	Earnings	May 07 BMO	SMA200	-16.23%	Avg Volume	956.77K	Price	137.52
IPO	Sep 20, 2006	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.45% 0.58%	Trades		Volume	510,877	Change	-0.36%

Date	Action	Analyst	Rating Change	Price Target Change
May-09-25	Upgrade	Wolfe Research	Peer Perform → Outperform
Apr-01-25	Initiated	Deutsche Bank	Buy	$183
Dec-17-24	Upgrade	Wells Fargo	Equal Weight → Overweight	$195 → $225
Dec-11-24	Upgrade	Barclays	Equal Weight → Overweight	$192 → $245
Jul-11-24	Upgrade	Citigroup	Neutral → Buy	$178 → $191
Jun-17-24	Resumed	Goldman	Neutral	$187
May-22-24	Resumed	Jefferies	Buy	$215
May-21-24	Reiterated	RBC Capital Mkts	Outperform	$192 → $201
Feb-15-24	Downgrade	Evercore ISI	Outperform → In-line	$163 → $154
Feb-12-24	Downgrade	Barclays	Overweight → Equal Weight	$170 → $160
Dec-14-23	Reiterated	JP Morgan	Neutral	$116 → $161
Dec-08-23	Upgrade	Deutsche Bank	Hold → Buy	$130 → $180
Oct-17-23	Initiated	Wells Fargo	Equal Weight	$143
Sep-07-23	Upgrade	Goldman	Sell → Neutral	$113 → $150
Jul-28-23	Upgrade	JP Morgan	Underweight → Neutral	$95 → $133
Jul-27-23	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$135 → $168
Jul-20-23	Downgrade	The Benchmark Company	Buy → Hold
May-24-23	Upgrade	Barclays	Equal Weight → Overweight	$113 → $135
Dec-20-22	Downgrade	JP Morgan	Neutral → Underweight	$85 → $79
Oct-18-22	Upgrade	BofA Securities	Underperform → Buy	$82 → $95

Show Previous Ratings

Jun-25-25 09:00AM	Owens Corning Inc (OC) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Jun-24-25 06:00PM	Owens Corning (OC) Outperforms Broader Market: What You Need to Know (Zacks)
Jun-23-25 11:32PM	Spotting Winners: Owens Corning (NYSE:OC) And Home Construction Materials Stocks In Q1 (StockStory)
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Jun-20-25 05:59PM	Big Retail, Stablecoins, and Dividends. Oh My! (Motley Fool)
Jun-19-25 04:30PM	Owens Corning Declares Second-Quarter 2025 Dividend (Business Wire)
Jun-18-25 05:50PM	Owens Corning (OC) Suffers a Larger Drop Than the General Market: Key Insights (Zacks)
12:32AM	1 Growth Stock with All-Star Potential and 2 to Keep Off Your Radar (StockStory)
Jun-17-25 06:00PM	Owens Corning (OC) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Jun-11-25 05:50PM	Owens Corning (OC) Dips More Than Broader Market: What You Should Know (Zacks)
09:00AM	Investors Heavily Search Owens Corning Inc (OC): Here is What You Need to Know (Zacks)
Jun-05-25 11:11AM	Gibraltar Stock is Trading at a Discount: Is It Buy Time Yet? (Zacks)
May-29-25 09:30AM	Brokers Suggest Investing in Owens Corning (OC): Read This Before Placing a Bet (Zacks)
May-28-25 09:00AM	Here is What to Know Beyond Why Owens Corning Inc (OC) is a Trending Stock (Zacks)
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May-23-25 12:33AM	1 Profitable Stock for Long-Term Investors and 2 to Think Twice About (StockStory)
May-22-25 11:48AM	Dycom Q1 Earnings & Revenues Beat, Backlog Up Y/Y, FY26 View Raised (Zacks)
May-20-25 11:25AM	Dycom Gears Up to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
May-16-25 10:36AM	WMS' Q4 Earnings & Sales Miss Expectations, Margins Down Y/Y (Zacks)
May-15-25 01:05PM	Owens Corning to Benefit From New Long-Term Financial Goals (Zacks)
May-14-25 06:15PM	Owens Corning Highlights Long-Term Enterprise Strategy for Growth and New Financial Targets at 2025 Investor Day (Business Wire)
09:00AM	Is Trending Stock Owens Corning Inc (OC) a Buy Now? (Zacks)
07:30AM	Owens Corning Announces Share Authorization for Repurchase of up to 12 Million Additional Shares (Business Wire)
May-12-25 09:30AM	Wall Street Bulls Look Optimistic About Owens Corning (OC): Should You Buy? (Zacks)
May-08-25 11:29AM	Owens Corning Tops Q1 Earnings & Sales Estimates, Affirms '25 Outlook (Zacks)
03:17AM	Owens-Corning Inc (OC) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market ... (GuruFocus.com)
01:45AM	Q1 2025 Owens Corning Earnings Call (Thomson Reuters StreetEvents)
May-07-25 11:34AM	Owens corning projects high single-digit Q2 revenue growth amid capacity expansions (Seeking Alpha) -8.57%
11:34AM	Owens Corning (OC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	Owens Corning (OC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
07:10AM	Loading…
07:10AM	Owens Corning (OC) Beats Q1 Earnings and Revenue Estimates (Zacks)
06:08AM	Owens Corning: Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	Owens Corning Delivers Strong Revenue and Margin Performance from Continuing Operations in the First Quarter (Business Wire)
May-02-25 09:15AM	Seeking Clues to Owens Corning (OC) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Apr-30-25 05:50PM	Owens Corning (OC) Rises Higher Than Market: Key Facts (Zacks)
07:30AM	Owens Corning to Host 2025 Investor Day on May 14 (Business Wire)
Apr-28-25 06:00PM	Owens Corning (OC) Stock Declines While Market Improves: Some Information for Investors (Zacks)
04:35PM	Owens Corning Announces Doors Business President Transition (Business Wire)
Apr-27-25 11:06PM	Is Owens Corning (NYSE:OC) a Small-Cap Manufacturing Stock Hedge Funds Are Buying? (Insider Monkey)
Apr-24-25 09:00AM	Is Most-Watched Stock Owens Corning Inc (OC) Worth Betting on Now? (Zacks)
Apr-22-25 05:50PM	Owens Corning (OC) Rises But Trails Market: What Investors Should Know (Zacks)
07:30AM	Owens Corning Publishes 2024 Sustainability Report (Business Wire)
Apr-21-25 09:30AM	Wall Street Analysts Think Owens Corning (OC) Is a Good Investment: Is It? (Zacks)
Apr-16-25 10:00AM	Analysts Estimate Owens Corning (OC) to Report a Decline in Earnings: What to Look Out for (Zacks)
07:30AM	Owens Corning to Announce First-Quarter Financial Results on May 7 (Business Wire)
Apr-15-25 06:00PM	Here's Why Owens Corning (OC) Fell More Than Broader Market (Zacks)
Apr-14-25 08:24AM	Gibraltar's Earnings Estimates Trend Up: Is It a Sign to Buy? (Zacks)
Apr-09-25 09:00AM	Owens Corning Inc (OC) is Attracting Investor Attention: Here is What You Should Know (Zacks) +11.87%
08:44AM	Implied Volatility Surging for Owens Corning (OC) Stock Options (Zacks)
Apr-06-25 12:54AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 6 (Seeking Alpha)
Apr-04-25 09:30AM	Owens Corning (OC) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
Apr-02-25 08:56AM	Trex, Griffon among top picks as Deutsche covers building products (TipRanks)
Apr-01-25 06:00PM	Owens Corning (OC) Rises Higher Than Market: Key Facts (Zacks)
Mar-26-25 06:00PM	Owens Corning (OC) Stock Moves -1.07%: What You Should Know (Zacks)
11:30AM	Owens Corning (OC) Down 6.1% Since Last Earnings Report: Can It Rebound? (Zacks)
09:00AM	Owens Corning Inc (OC) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Mar-18-25 09:30AM	Wall Street Analysts See Owens Corning (OC) as a Buy: Should You Invest? (Zacks)
05:11AM	Home Construction Materials Stocks Q4 Recap: Benchmarking JELD-WEN (NYSE:JELD) (StockStory)
Mar-17-25 06:00PM	Owens Corning (OC) Laps the Stock Market: Here's Why (Zacks)
Mar-12-25 09:00AM	Owens Corning Inc (OC) is Attracting Investor Attention: Here is What You Should Know (Zacks)
05:06AM	Q4 Earnings Recap: Owens Corning (NYSE:OC) Tops Home Construction Materials Stocks (StockStory)
Mar-11-25 05:07AM	3 Reasons to Sell OC and 1 Stock to Buy Instead (StockStory)
Mar-10-25 05:07AM	Reflecting On Home Construction Materials Stocks Q4 Earnings: Gibraltar (NASDAQ:ROCK) (StockStory)
Mar-09-25 08:01AM	Earnings To Watch: Quanex (NX) Reports Q4 Results Tomorrow (StockStory)
Mar-08-25 05:06AM	Should You Forget Home Depot and Buy These 3 Housing-Related Stocks Instead? (Motley Fool)
Mar-07-25 05:50PM	Owens Corning (OC) Stock Dips While Market Gains: Key Facts (Zacks)
Mar-06-25 05:45AM	3 Dirt Cheap Dividend-Paying Value Stocks to Buy Now (Motley Fool)
Mar-04-25 09:00AM	Owens Corning Appoints Gina Beredo as Chief Administrative Officer (Business Wire)
Feb-28-25 05:50PM	Owens Corning (OC) Advances But Underperforms Market: Key Facts (Zacks)
09:00AM	Owens Corning Inc (OC) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-27-25 09:30AM	Should You Invest in Owens Corning (OC) Based on Bullish Wall Street Views? (Zacks)
Feb-26-25 08:03AM	American Woodmark (AMWD) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-25-25 02:01AM	Owens-Corning Inc (OC) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
12:24AM	Q4 2024 Owens Corning Earnings Call (Thomson Reuters StreetEvents)
Feb-24-25 11:02AM	Owens Corning Stock Drops as Firm Warns of Slowdown Ahead (Investopedia)
09:30AM	Owens Corning (OC) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:53AM	Owens Corning Q4 Earnings: Sales Jump 23%, EPS Beats Estimates, Forecasts Mid 20% Revenue Growth For Q1 (Benzinga)
07:10AM	Owens Corning (OC) Tops Q4 Earnings and Revenue Estimates (Zacks)
06:18AM	Owens Corning: Q4 Earnings Snapshot (Associated Press Finance)
06:09AM	Owens Corning (NYSE:OC) Exceeds Q4 Expectations (StockStory)
06:00AM	Owens Corning Delivers Full-Year Net Sales of $11.0 Billion; Generates Earnings of $647 Million and Adjusted EBIT of $2.0 Billion (Business Wire)
Feb-23-25 08:02AM	Owens Corning (OC) Reports Earnings Tomorrow: What To Expect (StockStory)
Feb-22-25 04:13PM	Owens-Corning Inc (OC) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Feb-19-25 06:00PM	Owens Corning (OC) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
09:15AM	Countdown to Owens Corning (OC) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Feb-14-25 07:30AM	Owens Corning to Sell Glass Reinforcements Business to Praana Group (Business Wire)
Feb-11-25 05:50PM	Owens Corning (OC) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
09:45AM	Here's Why Owens Corning (OC) is a Strong Growth Stock (Zacks)
09:15AM	Owens Corning to Build New Shingle Plant in Southeastern U.S. (Business Wire)
Feb-10-25 09:40AM	Is Owens Corning (OC) a Great Value Stock Right Now? (Zacks)
09:40AM	Here's Why Owens Corning (OC) is a Strong Value Stock (Zacks)
07:30AM	Owens Corning to Announce Fourth-Quarter and Full-Year 2024 Financial Results on February 24 (Business Wire)
Feb-07-25 09:30AM	Is It Worth Investing in Owens Corning (OC) Based on Wall Street's Bullish Views? (Zacks)
Feb-06-25 04:30PM	Owens Corning Declares First-Quarter 2025 Dividend (Business Wire)
Feb-05-25 05:50PM	Owens Corning (OC) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
10:00AM	Analysts Estimate Owens Corning (OC) to Report a Decline in Earnings: What to Look Out for (Zacks)
09:00AM	Investors Heavily Search Owens Corning Inc (OC): Here is What You Need to Know (Zacks)
Jan-31-25 04:09AM	Q3 Earnings Outperformers: Masco (NYSE:MAS) And The Rest Of The Home Construction Materials Stocks (StockStory)
Jan-30-25 06:00PM	Owens Corning (OC) Outpaces Stock Market Gains: What You Should Know (Zacks)
Jan-29-25 09:42AM	Are Options Traders Betting on a Big Move in Owens Corning (OC) Stock? (Zacks)

Owens Corning engages in the development, manufacture, and marketing of insulation, roofing, and fiberglass composites. It operates through the following segments: Composites, Insulation, and Roofing. The Composites segment manufactures, fabricates, and sells glass reinforcements in the form of fiber, and includes vertically integrated downstream activities. The Insulation segment provides insulating products which help customers conserve energy, provide improved acoustical performance, and offer convenience of installation and use. The Roofing segment offers laminate and strip asphalt roofing shingles and other products including oxidized asphalt and roofing accessories. The company was founded on October 31, 1938, and is headquartered in Toledo, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Marcon Rachel Barthelemy	President, Doors	May 16 '25	Sale	145.41	1,357	197,324	12,089	May 20 04:08 PM
Marcon Rachel Barthelemy	Officer	May 16 '25	Proposed Sale	145.41	1,357	197,324		May 16 04:00 PM
MORRIS W HOWARD	Director	Mar 07 '25	Sale	144.29	272	39,247	41,722	Mar 11 04:13 PM
MORRIS W HOWARD	Director	Mar 07 '25	Proposed Sale	144.29	272	39,247		Mar 07 12:27 PM
Ball Christopher O	President, Doors	Feb 21 '25	Sale	165.46	2,113	349,617	26,263	Feb 25 04:16 PM
Sandri Marcio A	Officer	Feb 21 '25	Proposed Sale	173.63	5,563	965,904		Feb 21 11:46 AM
Mendez-Andino Jose	EVP, Chief R&D Officer	Feb 14 '25	Sale	179.22	1,821	326,360	11,853	Feb 18 04:12 PM
Mendez-Andino Jose	Officer	Feb 14 '25	Proposed Sale	179.22	1,821	326,360		Feb 14 10:42 AM
Beredo Gina A.	EVP, GC and Secretary	Feb 10 '25	Sale	183.49	3,125	573,406	22,418	Feb 12 04:13 PM
Fister Todd W	EVP & Chief Financial Officer	Feb 11 '25	Sale	180.00	9,869	1,776,420	28,174	Feb 12 04:13 PM
Fister Todd W	Officer	Feb 11 '25	Proposed Sale	180.00	9,869	1,776,420		Feb 11 10:56 AM
Beredo Gina A.	Officer	Feb 10 '25	Proposed Sale	183.49	3,125	573,406		Feb 10 12:03 PM
Mendez-Andino Jose	EVP, Chief R&D Officer	Feb 06 '25	Sale	183.97	218	40,105	13,674	Feb 07 04:20 PM
Del Monaco Nicolas	President, Insulation	Feb 06 '25	Sale	183.97	1,750	321,948	11,635	Feb 07 04:19 PM
Del Monaco Nicolas	Officer	Feb 06 '25	Proposed Sale	183.97	1,750	321,948		Feb 06 10:32 AM
Mendez-Andino Jose	Officer	Feb 06 '25	Proposed Sale	183.97	218	40,105		Feb 06 10:18 AM
Mendez-Andino Jose	EVP, Chief R&D Officer	Feb 03 '25	Sale	180.28	318	57,329	11,503	Feb 05 04:15 PM
Mendez-Andino Jose	EVP, Chief R&D Officer	Feb 04 '25	Sale	181.00	246	44,526	11,257	Feb 05 04:15 PM
Mendez-Andino Jose	Officer	Feb 04 '25	Proposed Sale	181.00	246	44,526		Feb 04 10:42 AM
Mendez-Andino Jose	Officer	Feb 03 '25	Proposed Sale	180.28	318	57,329		Feb 03 11:48 AM
Smith Gunner	President, Roofing	Dec 13 '24	Sale	191.19	17,450	3,336,266	18,866	Dec 17 04:11 PM
Smith Gunner	Officer	Dec 13 '24	Proposed Sale	191.19	17,450	3,336,250		Dec 13 04:37 PM
Mendez-Andino Jose	EVP, Chief R&D Officer	Nov 19 '24	Sale	193.48	2,593	501,694	12,304	Nov 21 04:06 PM
Mendez-Andino Jose	Officer	Nov 19 '24	Proposed Sale	193.48	2,593	501,694		Nov 19 10:05 AM
MORRIS W HOWARD	Director	Nov 13 '24	Sale	196.78	221	43,489	41,580	Nov 14 04:08 PM
MORRIS W HOWARD	Director	Nov 13 '24	Proposed Sale	196.79	221	43,489		Nov 13 03:06 PM
Sandri Marcio A	President, Composites	Sep 19 '24	Sale	176.50	3,051	538,502	57,079	Sep 23 04:11 PM
Sandri Marcio A	President, Composites	Sep 17 '24	Sale	170.00	3,050	518,500	60,130	Sep 19 04:19 PM
Sandri Marcio A	Officer	Sep 19 '24	Proposed Sale	176.50	3,051	538,502		Sep 19 12:02 PM
Sandri Marcio A	Officer	Sep 17 '24	Proposed Sale	170.00	3,050	518,500		Sep 17 11:37 AM
MORRIS W HOWARD	Director	Aug 14 '24	Sale	158.93	820	130,323	41,455	Aug 15 04:12 PM
MORRIS W HOWARD	Director	Aug 14 '24	Proposed Sale	158.93	820	130,323		Aug 14 01:58 PM

CPT Camden Property Trust daily Stock Chart

Peers: AVB EQR ESS MAA UDR CSR APT IRT NXRT

| Held by: VNQ VTI VOO VB VBR SPY IVV RSP SPYD XLRE

Index	S&P 500	P/E	103.63	EPS (ttm)	1.09	Insider Own	1.82%	Shs Outstand	115.70M	Perf Week	-3.07%
Market Cap	15.95B	Forward P/E	68.98	EPS next Y	1.63	Insider Trans	-3.56%	Shs Float	104.90M	Perf Month	-3.61%
Enterprise Value	19.72B	PEG	8.24	EPS next Q	0.35	Inst Own	95.98%	Short Float	2.28%	Perf Quarter	-7.86%
Income	118.00M	P/S	10.22	EPS this Y	-5.75%	Inst Trans	0.16%	Short Ratio	2.28	Perf Half Y	-3.21%
Sales	1.56B	P/B	2.83	EPS next Y	15.54%	ROA	1.30%	Short Interest	2.39M	Perf YTD	-2.89%
Book/sh	39.89	P/C	422.07	EPS next 5Y	12.57%	ROE	2.47%	52W High	127.43 -11.56%	Perf Year	4.24%
Cash/sh	0.27	P/FCF	37.87	EPS past 3/5Y	-20.26% -7.52%	ROIC	1.49%	52W Low	102.35 10.10%	Perf 3Y	-12.38%
Dividend Est.	4.20 (3.73%)	EV/EBITDA	22.27	Sales past 3/5Y	10.43% 8.36%	Gross Margin	23.94%	Volatility	1.86% 1.81%	Perf 5Y	30.80%
Dividend TTM	3.74 (3.32%)	EV/Sales	12.63	EPS Y/Y TTM	-73.40%	Oper. Margin	19.17%	ATR (14)	2.19	Perf 10Y	63.35%
Dividend Ex-Date	Jun 30, 2025	Quick Ratio	0.06	Sales Y/Y TTM	0.56%	Profit Margin	7.56%	RSI (14)	38.27	Recom	2.44
Dividend Gr. 3/5Y	7.46% 5.18%	Current Ratio	0.06	EPS Q/Q	-53.69%	SMA20	-2.91%	Beta	0.78	Target Price	129.77
Payout	274.34%	Debt/Eq	0.81	Sales Q/Q	1.78%	SMA50	-2.93%	Rel Volume	2.64	Prev Close	113.76
Employees	1660	LT Debt/Eq	0.72	Earnings	May 01 AMC	SMA200	-4.51%	Avg Volume	1.05M	Price	112.69
IPO	Jul 22, 1993	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.33% 0.47%	Trades		Volume	2,769,958	Change	-0.94%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-28-25	Upgrade	Citigroup	Neutral → Buy	$125 → $138
Mar-10-25	Upgrade	Jefferies	Hold → Buy	$117 → $139
Dec-17-24	Initiated	Barclays	Overweight	$138
Dec-17-24	Downgrade	JP Morgan	Neutral → Underweight	$129 → $128
Nov-13-24	Downgrade	Stifel	Buy → Hold	$120 → $121
Oct-11-24	Initiated	Jefferies	Hold	$123
Sep-11-24	Initiated	Exane BNP Paribas	Neutral	$129
Sep-09-24	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$122
Sep-04-24	Initiated	Goldman	Neutral	$139
Aug-26-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$104 → $127
Aug-12-24	Upgrade	BofA Securities	Underperform → Buy	$111 → $147
May-06-24	Upgrade	Piper Sandler	Underweight → Neutral	$90 → $110
Feb-22-24	Resumed	Goldman	Buy	$112
Feb-20-24	Downgrade	Barclays	Overweight → Equal Weight	$138 → $100
Jan-30-24	Initiated	Deutsche Bank	Hold	$90
Dec-15-23	Downgrade	BMO Capital Markets	Outperform → Market Perform	$100
Dec-12-23	Initiated	Morgan Stanley	Equal-Weight	$95
Nov-06-23	Downgrade	UBS	Buy → Neutral	$127 → $94
Oct-31-23	Downgrade	Piper Sandler	Neutral → Underweight	$126 → $80
Oct-31-23	Downgrade	BofA Securities	Neutral → Underperform	$101 → $84

Show Previous Ratings

Today 10:07AM	Stocks See Support as Signs of Trade Progress Boost Market Sentiment (Barchart)
Jun-25-25 11:12AM	How Is Camden Property Trusts Stock Performance Compared to Other REIT - Residential Stocks? (Barchart)
Jun-21-25 08:00AM	If You Invested $10K In Camden Property Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Jun-16-25 04:15PM	Camden Property Trust Announces Second Quarter 2025 Dividend (Business Wire)
Jun-03-25 09:28AM	Is it Wise to Retain Camden Property Stock in Your Portfolio for Now? (Zacks)
11:57AM	Loading…
Jun-02-25 11:57AM	4 reasons renters are choosing to stay in place (Multifamily Dive)
May-30-25 04:15PM	Camden Property Trust to Participate in Nareit REITweek Conference (Business Wire)
May-06-25 12:44PM	Federal firings, economic uncertainty stain REIT outlooks (The Real Deal)
May-03-25 04:15AM	Q1 2025 Camden Property Trust Earnings Call (Thomson Reuters StreetEvents)
03:07AM	Camden Property Trust (CPT) Q1 2025 Earnings Call Highlights: Strong FFO Performance and Record ... (GuruFocus.com)
May-02-25 02:33PM	Camden Property Trust (CPT) Q1 2025 Earnings Call Transcript (Seeking Alpha) +5.26%
09:29AM	Camden's Q1 FFO & Revenues Beat Estimates, '25 View Raised (Zacks)
May-01-25 06:00PM	Camden (CPT) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:25PM	Camden (CPT) Q1 FFO and Revenues Top Estimates (Zacks)
04:26PM	Camden: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Loading…
04:15PM	Camden Property Trust Announces First Quarter 2025 Operating Results (Business Wire)
04:45AM	3 Top High-Yield Dividend Stocks I Can't Wait to Buy in May to Boost My Passive Income (Motley Fool)
Apr-30-25 05:35PM	AvalonBay Communities (AVB) Q1 FFO Surpass Estimates (Zacks)
12:18PM	Equity Residential Q1 FFO Beats Estimates, Rental Income Rises Y/Y (Zacks)
11:58AM	Essex Property Q1 Core FFO Beats Estimates, Revenues Increase Y/Y (Zacks)
Apr-29-25 08:32AM	Are Options Traders Betting on a Big Move in Camden Property Trust Stock? (Zacks)
Apr-28-25 10:15AM	Invitation Homes to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
Apr-25-25 10:01AM	What's in Store for Mid-America Apartment Stock in Q1 Earnings? (Zacks)
06:38AM	Is a Beat in Store for Camden Property Stock in Q1 Earnings? (Zacks)
Apr-24-25 11:13AM	UDR Set to Announce Q1 Results: What Could Be in Store for the Stock? (Zacks)
11:00AM	What to Expect From AvalonBay Communities in Q1 Earnings? (Zacks)
Apr-23-25 05:45PM	Veris Residential (VRE) Q1 FFO Top Estimates (Zacks)
10:42AM	Essex Property to Report Q1 Earnings: Here's What to Expect (Zacks)
10:26AM	Is a Beat in Store for Equity Residential Stock in Q1 Earnings? (Zacks)
Apr-22-25 07:03PM	Mid-America Apartment Communities: Consistent Growth Of Income (Seeking Alpha)
01:18PM	Loading…
Apr-21-25 01:18PM	Will Strong Market Making Unit Aid Virtu Financial's Q1 Earnings? (Zacks)
Apr-18-25 07:05AM	The Perfect Storm Is Forming For REIT Outperformance (Seeking Alpha)
Apr-17-25 05:10AM	Zacks Industry Outlook Equity Residential, Camden Property Trust and UMH Properties (Zacks)
Apr-16-25 10:54AM	3 Residential REITs Worth Considering Amid Market Headwinds (Zacks)
Apr-12-25 01:27AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 13 (Seeking Alpha)
Apr-11-25 11:39AM	Why Camden Property Remains a Solid Hold in the Current Market (Zacks)
Apr-10-25 09:53AM	Camden (CPT) Surges 4.9%: Is This an Indication of Further Gains? (Zacks)
Apr-08-25 07:30AM	Camden Property Trust: Buy High Quality At A Discount (Seeking Alpha)
Apr-02-25 04:15PM	Camden Property Trust Named One of Fortune's 100 Best Companies to Work For (Business Wire)
04:15PM	Camden Property Trust Announces First Quarter 2025 Earnings Release and Conference Call Dates (Business Wire)
Mar-31-25 12:04AM	Hartford MidCap Value Fund Q4 2024 Commentary (Seeking Alpha)
Mar-26-25 10:53PM	21 Upcoming Dividend Increases To Finish Q1 (SeekingAlpha)
Mar-22-25 10:00AM	What the Fed's forecasts could mean for REITs (Yahoo Finance Video)
12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Mar-21-25 11:17AM	How To Put $100 In Your Retirement Fund Each Month With Camden Property Trust Stock (Benzinga)
09:12AM	Is Camden Property Trust a Stock to Buy and Hold Forever? Here's Why It Could Be. (Motley Fool)
Mar-10-25 12:25PM	Jefferies lifts rating on Sunbelt REITs stocks on stronger growth (Investing.com)
Mar-09-25 10:00PM	If You Invested $10K In Camden Property Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Feb-28-25 04:15PM	Camden Property Trust Announces Participation in Citis 2025 Global Property CEO Conference and Provides First Quarter 2025 Operating Update (Business Wire)
Feb-27-25 09:52AM	Camden looks to become more aggressive in 2025 (Multifamily Dive)
Feb-22-25 05:51AM	Is Camden Property Trust (CPT) The Best Self Storage and Apartment Stock to Invest In? (Insider Monkey)
Feb-08-25 04:20AM	Q4 2024 Camden Property Trust Earnings Call (Thomson Reuters StreetEvents)
02:09AM	Camden Property Trust (CPT) Q4 2024 Earnings Call Highlights: Strong Operational Performance ... (GuruFocus.com)
Feb-07-25 06:00PM	Camden Property Trust (CPT) Q4 2024 Earnings Call Transcript (Motley Fool)
Feb-06-25 04:32PM	Camden: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Camden Property Trust Announces Fourth Quarter 2024 Operating Results, 2025 Financial Outlook, and First Quarter 2025 Dividend (Business Wire)
Jan-31-25 05:18PM	Meta in Talks to Reincorporate in Texas or Another State, Exit Delaware (The Wall Street Journal)
Jan-21-25 08:52PM	Camden Property Trust Announces Tax Characteristics of 2024 Distributions (Business Wire)
Jan-13-25 04:15PM	Camden Property Trust Announces Fourth Quarter 2024 Earnings Release and Conference Call Dates (Business Wire)
Jan-10-25 05:22PM	Camden Property Trust Provides Update on Los Angeles Wildfires (Business Wire)
06:51AM	Camden Property price target lowered to $121 from $127 at RBC Capital (TipRanks)
Jan-07-25 07:35PM	Camden Property Trust Issues Response to Department of Justice Lawsuit (Business Wire)
03:40PM	U.S. Expands RealPage Price-Fixing Lawsuit to Include Six Big Landlords (The Wall Street Journal)
Dec-30-24 05:38AM	Why I Just Bought More of These 2 High-Yield Dividend Stocks in My Retirement Account and Expect to Continue Loading Up on Their Shares in 2025 (Motley Fool)
Dec-11-24 07:00AM	You Can Generate Passive Income From Real Estate With As Little As $125 (Benzinga)
Dec-07-24 10:00AM	If You Invested $10,000 In Camden Property Trust Stock 10 Years Ago, How Much Would You Have Now? (Benzinga)
Dec-05-24 12:06PM	Heres Brasada Capital Managements Investment Thesis for Camden Property Trust (CPT) (Insider Monkey)
Dec-04-24 04:15PM	Camden Property Trust Announces Fourth Quarter 2024 Dividend (Business Wire)
Dec-01-24 08:03AM	Got About $125? Here's How to Start Generating Passive Income and Grow Richer From Real Estate in 2025. (Motley Fool)
Nov-12-24 07:11AM	Camden Property price target raised to $130 from $128 at Piper Sandler (TipRanks)
Nov-04-24 12:00PM	How Much Would It Take To Earn $100 A Month From Camden Property Trust Stock? (Benzinga)
09:35AM	Camden (CPT) Loses -5.9% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
Nov-02-24 05:50AM	Q3 2024 Camden Property Trust Earnings Call (Thomson Reuters StreetEvents)
03:04AM	Camden Property Trust (CPT) Q3 2024 Earnings Call Highlights: Strong Financial Performance Amid ... (GuruFocus.com)
01:06AM	Decoding Camden Property Trust (CPT): A Strategic SWOT Insight (GuruFocus.com)
Nov-01-24 04:30PM	Camden Property Trust (CPT) Q3 2024 Earnings Call Transcript (Motley Fool)
Oct-31-24 04:28PM	Camden: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Camden Property Trust Announces Third Quarter 2024 Operating Results (Business Wire)
Oct-16-24 09:40AM	Has Camden Property Trust (CPT) Outpaced Other Finance Stocks This Year? (Zacks)
Oct-11-24 04:17PM	Camden Property Trust Provides Update on Hurricanes Helene and Milton (Business Wire)
Oct-08-24 11:37AM	Assistant managers move off-site amid centralization push (Multifamily Dive)
11:00AM	'We Are Absolutely Looking For Opportunities' Multifamily REIT CFO May Be Ready To Buy (Benzinga)
Oct-07-24 04:15PM	Camden Property Trust Announces Third Quarter 2024 Earnings Release and Conference Call Dates (Business Wire)
Sep-24-24 10:48PM	Camden Property Trust (CPT): Capitalizing on High-Growth Markets with Robust Returns (Insider Monkey)
Sep-17-24 10:24AM	Stocks to Watch on Tuesday: Intel, Microsoft, Amazon, Flutter (The Wall Street Journal)
Sep-16-24 04:15PM	Camden Property Trust Announces Third Quarter 2024 Dividend (Business Wire)
Sep-09-24 06:06PM	These 3 Real Estate Stocks Attract Rating, Forecast Changes By Analysts (Benzinga)
Sep-05-24 04:15PM	Camden Property Trust Announces Participation in BofA Securities 2024 Global Real Estate Conference and Provides Third Quarter 2024 Operating Update (Business Wire)
07:09AM	If You Invested $1,000 In Camden Property Trust Stock 20 Years Ago, How Much Would You Have Now? (Benzinga)
Aug-29-24 12:00PM	Analysts Gone Wild! 39 REIT Price Targets Raised In One Day (Benzinga)
Aug-08-24 07:45AM	3 REITs to Sell Before You Regret It (InvestorPlace)
Aug-03-24 04:02AM	Q2 2024 Camden Property Trust Earnings Call (Thomson Reuters StreetEvents)
01:02AM	Decoding Camden Property Trust (CPT): A Strategic SWOT Insight (GuruFocus.com)
Aug-02-24 04:00PM	Camden Property Trust (CPT) Q2 2024 Earnings Call Transcript (Motley Fool)
Aug-01-24 04:28PM	Camden: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Camden Property Trust Announces Second Quarter 2024 Operating Results (Business Wire)
Jul-08-24 04:15PM	Camden Property Trust Announces Second Quarter 2024 Earnings Release and Conference Call Dates (Business Wire)
Jul-07-24 05:08AM	Thinking About Sinking $100K Into Rental Properties? Consider This Passive Income Option Instead. (Motley Fool)
Jun-25-24 04:08AM	Is Camden Property Trust (CPT) the Best Real Estate Stock in 2024? (Insider Monkey)
Jun-16-24 12:08PM	Where Does Camden Property Trust (NYSE:CPT) Rank Among the Best Apartment Stocks to Buy in 2024? (Insider Monkey)

Camden Property Trust is a real estate investment trust, which engages in the provision of ownership, management, development, reposition, redevelopment, acquisition, and construction of multifamily apartment communities. It focuses on investing in markets characterized by high-growth economic conditions, strong employment, and attractive quality of life. The company was founded by Richard J. Campo and D. Keith Oden on May 25, 1993, and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WEBSTER STEVEN A	Director	May 16 '25	Option Exercise	10.51	1,200	12,612	118,574	May 19 12:16 PM
WEBSTER STEVEN A	Director	May 16 '25	Sale	118.76	1,200	142,512	117,374	May 19 12:16 PM
CAMPO RICHARD J	Chairman and CEO	May 07 '25	Sale	119.53	15,428	1,844,109	274,292	May 08 04:53 PM
CAMPO RICHARD J	Chairman and CEO	May 06 '25	Sale	119.50	5,572	665,854	289,720	May 08 04:53 PM
Richard Campo	Officer	May 06 '25	Proposed Sale	119.05	21,000	2,500,000		May 06 05:00 PM
Gallagher Michael P	Chief Accounting Officer	Mar 10 '25	Sale	122.18	135	16,495	39,596	Mar 11 02:44 PM
Laurie Baker	Officer	Feb 19 '25	Proposed Sale	118.31	2,308	273,069		Feb 19 04:38 PM
Baker Laurie	EVP - Chief Operating Officer	Feb 19 '25	Sale	118.38	2,308	273,221	78,558	Feb 19 03:11 PM
CAMPO RICHARD J	Chairman and CEO	Feb 11 '25	Sale	119.07	45,000	5,358,150	254,092	Feb 12 04:05 PM
Richard Campo	Officer	Feb 11 '25	Proposed Sale	119.07	45,000	5,358,000		Feb 11 05:34 PM
Brunner Heather J.	Director	Jan 06 '25	Sale	114.50	1,853	212,178	10,537	Jan 08 06:18 PM
Brunner Heather J.	Director	Jan 08 '25	Sale	110.06	264	29,056	10,273	Jan 08 06:18 PM
CAMPO RICHARD J	Chairman and CEO	Jan 06 '25	Sale	114.50	7,324	838,635	300,135	Jan 08 06:16 PM
CAMPO RICHARD J	Chairman and CEO	Jan 08 '25	Sale	110.06	1,043	114,792	299,092	Jan 08 06:16 PM
Jessett Alexander J.	President & CFO	Jan 06 '25	Sale	114.50	13,067	1,496,237	124,246	Jan 08 06:12 PM
Jessett Alexander J.	President & CFO	Jan 08 '25	Sale	110.06	1,862	204,930	122,384	Jan 08 06:12 PM

MPWR Monolithic Power System Inc daily Stock Chart

Peers: TXN ADI ON NXPI QRVO STM MCHP AVGO SWKS LSCC

| Held by: VTI VOO VO SOXX SPY IVV SOXL VUG MOAT SMH

Index	S&P 500	P/E	19.42	EPS (ttm)	37.67	Insider Own	4.03%	Shs Outstand	47.88M	Perf Week	5.60%
Market Cap	35.02B	Forward P/E	36.84	EPS next Y	19.86	Insider Trans	-2.29%	Shs Float	45.95M	Perf Month	7.44%
Enterprise Value	34.01B	PEG	1.10	EPS next Q	4.11	Inst Own	99.31%	Short Float	4.12%	Perf Quarter	26.12%
Income	1.83B	P/S	14.67	EPS this Y	20.04%	Inst Trans	3.10%	Short Ratio	2.25	Perf Half Y	18.04%
Sales	2.39B	P/B	10.72	EPS next Y	17.14%	ROA	57.26%	Short Interest	1.89M	Perf YTD	23.61%
Book/sh	68.24	P/C	34.11	EPS next 5Y	17.59%	ROE	67.95%	52W High	959.64 -23.79%	Perf Year	-10.42%
Cash/sh	21.44	P/FCF	55.92	EPS past 3/5Y	93.45% 72.75%	ROIC	55.70%	52W Low	438.86 66.65%	Perf 3Y	83.01%
Dividend Est.	6.24 (0.85%)	EV/EBITDA	52.14	Sales past 3/5Y	22.26% 28.58%	Gross Margin	55.37%	Volatility	2.75% 3.54%	Perf 5Y	222.99%
Dividend TTM	5.62 (0.77%)	EV/Sales	14.25	EPS Y/Y TTM	342.02%	Oper. Margin	25.67%	ATR (14)	26.10	Perf 10Y	1237.32%
Dividend Ex-Date	Jun 30, 2025	Quick Ratio	3.67	Sales Y/Y TTM	30.57%	Profit Margin	76.59%	RSI (14)	60.21	Recom	1.74
Dividend Gr. 3/5Y	27.72% 25.59%	Current Ratio	4.92	EPS Q/Q	47.35%	SMA20	3.90%	Beta	1.20	Target Price	761.92
Payout	13.67%	Debt/Eq	0.01	Sales Q/Q	39.24%	SMA50	10.08%	Rel Volume	0.47	Prev Close	736.03
Employees	4017	LT Debt/Eq	0.00	Earnings	May 01 AMC	SMA200	7.33%	Avg Volume	842.82K	Price	731.38
IPO	Nov 19, 2004	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.64% 0.53%	Trades		Volume	396,484	Change	-0.63%

Date	Action	Analyst	Rating Change	Price Target Change
May-02-25	Reiterated	TD Cowen	Buy	$600 → $675
Dec-11-24	Initiated	Citigroup	Buy	$700
Nov-22-24	Initiated	Wells Fargo	Equal Weight	$610
Nov-18-24	Upgrade	Loop Capital	Hold → Buy	$660
Nov-12-24	Initiated	Loop Capital	Hold	$660
Oct-31-24	Reiterated	TD Cowen	Buy	$1100 → $975
Oct-31-24	Downgrade	Rosenblatt	Buy → Neutral	$880
Aug-21-24	Reiterated	TD Cowen	Buy	$925 → $1100
Feb-08-24	Reiterated	TD Cowen	Outperform	$650 → $800
Dec-26-23	Reiterated	Rosenblatt	Buy	$550 → $750
Jul-20-23	Initiated	Wolfe Research	Peer Perform
May-05-23	Reiterated	TD Cowen	Outperform	$550 → $500
Nov-16-22	Initiated	Credit Suisse	Outperform	$475
Nov-11-22	Initiated	Wells Fargo	Overweight	$435
Feb-11-22	Upgrade	Needham	Hold → Buy	$530
Jan-11-22	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$520
Oct-29-21	Downgrade	Needham	Buy → Hold
Aug-31-21	Reiterated	Stifel	Buy	$460 → $552
Feb-05-21	Upgrade	Summit Insights	Hold → Buy
Jul-29-20	Reiterated	Needham	Buy	$265 → $275

Show Previous Ratings

Jun-26-25 04:02AM	5 Insightful Analyst Questions From Monolithic Power Systems's Q1 Earnings Call (StockStory)
12:04AM	Monolithic Power Systems (MPWR): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
Jun-23-25 12:35AM	2 S&P 500 Stocks on Our Watchlist and 1 to Think Twice About (StockStory)
Jun-19-25 09:50AM	Why Monolithic Power (MPWR) is a Top Momentum Stock for the Long-Term (Zacks)
Jun-18-25 09:45AM	Here's Why Monolithic Power (MPWR) is a Strong Growth Stock (Zacks)
04:01PM	Loading…
Jun-13-25 04:01PM	Monolithic Power Systems Announces Second Quarter 2025 Dividend (GlobeNewswire) -6.34%
Jun-11-25 02:56PM	Monolithic Power Systems' Memory Chips Fire Up AI Systems (Investor's Business Daily)
03:00AM	Monolithic Power Systems Memory Chips Fire Up AI Systems; Relative Strength Rating Jumps 10 Points, Topping Benchmark (Investor's Business Daily)
Jun-06-25 12:37AM	3 High-Flying Stocks to Target This Week (StockStory)
Jun-05-25 06:20AM	Should Invesco NASDAQ Next Gen 100 ETF (QQQJ) Be on Your Investing Radar? (Zacks)
Jun-04-25 11:35PM	Analog Semiconductors Stocks Q1 Recap: Benchmarking Monolithic Power Systems (NASDAQ:MPWR) (StockStory)
May-15-25 04:44PM	MPWR Q1 Earnings Call: Market Diversification and New Design Wins Drive Revenue Beat (StockStory)
May-13-25 09:15AM	3 Huge S&P 500 Winners From Trump Trade Deal & The Biggest Loser (MarketBeat)
May-12-25 07:01PM	Analyst Report: Monolithic Power Systems, Inc. (Morningstar Research) +11.20%
May-09-25 08:15AM	Monolithic Power Systems: Will Strong Earnings Spark a Recovery? (MarketBeat)
12:32AM	Loading…
May-06-25 12:32AM	1 of Wall Street's Favorite Stock with Impressive Fundamentals and 2 to Think Twice About (StockStory)
May-03-25 10:39PM	Top 50 High-Quality Dividend Stocks For May 2025 (Seeking Alpha)
03:00AM	SCHD Alternative Strategy: Outperforming The S&P 500 And SCHD In 2025 (Seeking Alpha)
May-02-25 11:21AM	Top 15 High-Growth Dividend Stocks To Consider For May 2025 (Seeking Alpha) +5.86%
11:03AM	Monolithic Power's Q1 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
04:18AM	Analyst Report: Monolithic Power Systems, Inc. (Morningstar Research)
May-01-25 09:04PM	Monolithic Power Systems, Inc. (MPWR) Q1 2025 Earnings Call Transcript (Seeking Alpha)
05:30PM	Compared to Estimates, Monolithic (MPWR) Q1 Earnings: A Look at Key Metrics (Zacks)
05:15PM	Monolithic Power (MPWR) Surpasses Q1 Earnings and Revenue Estimates (Zacks)
04:11PM	Monolithic: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Monolithic Power Systems Earnings Commentary for the Quarter Ended March 31, 2025 (GlobeNewswire)
04:01PM	Monolithic Power Systems Announces Results for the First Quarter Ended March 31, 2025 (GlobeNewswire)
11:40AM	Jim Cramer on Monolithic Power Systems, Inc. (MPWR): 'I Need Some More Clarity In This One' (Insider Monkey)
Apr-30-25 08:10PM	Is Monolithic Power Systems Inc. (NASDAQ:MPWR) the Best Growth Stock to Buy for the Next 3 Years? (Insider Monkey)
02:36PM	Is Monolithic Power Systems, Inc. (MPWR) the Cheap Semiconductor Stock to Buy Now? (Insider Monkey)
01:34PM	Loading…
01:34PM	Is Monolithic Power Systems A Smart Buy Amid The Tariff Turmoil? (Seeking Alpha)
Apr-29-25 09:15AM	Unlocking Q1 Potential of Monolithic (MPWR): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-28-25 12:18PM	Will Higher Revenues Boost Monolithic Power's Q1 Earnings? (Zacks)
09:05AM	1 Profitable Stock to Target This Week and 2 to Approach with Caution (StockStory)
Apr-24-25 10:01AM	Monolithic Power (MPWR) Earnings Expected to Grow: Should You Buy? (Zacks) +8.15%
08:50AM	How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings (Zacks)
Apr-21-25 05:01PM	Is Monolithic Power Systems (MPWR) the Best Stock to Buy According to Billionaire Chris Rokos? (Insider Monkey)
08:08AM	Notice to Long-Term Shareholders of Methode Electronics, Inc. (NYSE: MEI); Monolithic Power Systems, Inc. (NASDAQ: MPWR); NAPCO Security Technologies, Inc. (NASDAQ: NSSC); and Virtu Financial Inc. (NASDAQ: VIRT) - Grabar Law Office Is Investigating Claims on Your Behalf (GlobeNewswire)
Apr-17-25 09:33PM	DGI For The DIY: 2024 Dividend Portfolio Review (Seeking Alpha)
07:38AM	Notice to Long-Term Shareholders of Kyverna Therapeutics, Inc. (NASDAQ: KYTX); Methode Electronics, Inc. (NYSE: MEI); ModivCare, Inc. (NASDAQ: MODV); and Monolithic Power Systems, Inc. (NASDAQ: MPWR) - Grabar Law Office Is Investigating Claims on Your Behalf (GlobeNewswire)
Apr-16-25 04:01PM	Monolithic Power Systems to Report First Quarter 2025 Results on May 1, 2025 (GlobeNewswire)
Apr-15-25 02:12PM	Nvidia, Broadcom Lead Oppenheimer's Top Chip Picks as Earnings Season Kicks Off (GuruFocus.com)
11:21AM	Nvidia, AI Chip Stocks Called 'Safest' Bets Heading Into Q1 Earnings Season (Investor's Business Daily)
08:50AM	Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now (Zacks)
Apr-14-25 08:51AM	Stock Market News for Apr 14, 2025 (Zacks)
Apr-12-25 01:27AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 13 (Seeking Alpha)
Apr-11-25 05:24PM	S&P 500 Gains and Losses Today: Newmont Shares Soar as Gold Hits Fresh High (Investopedia) +9.99%
08:28AM	Is Monolithic Power Systems, Inc. (MPWR) the Best Economic Recovery Stock to Buy? (Insider Monkey)
Apr-10-25 06:00PM	S&P 500 Gains and Losses Today: Index Slumps as China Trade Tensions Mount (Investopedia) -13.73%
05:28PM	Is Monolithic Power Systems (MPWR) Among the Aggressive Stocks Picked by Hedge Funds? (Insider Monkey)
10:54AM	Strength Seen in Monolithic (MPWR): Can Its 23.4% Jump Turn into More Strength? (Zacks)
09:12AM	Monolithic Power Systems, Inc. (MPWR): A Bull Case Theory (Insider Monkey)
Apr-09-25 11:55PM	Voya MidCap Opportunities Fund Q4 2024 Commentary (Seeking Alpha) +23.43%
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Apr-08-25 12:10PM	Will Monolithic (MPWR) Beat Estimates Again in Its Next Earnings Report? (Zacks) -6.84%
10:25AM	2 S&P 500 Stocks with Impressive Fundamentals and 1 to Steer Clear Of (StockStory)
08:50AM	How to Find Strong Computer and Technology Stocks Slated for Positive Earnings Surprises (Zacks)
Apr-07-25 03:14PM	Thornburg Small/Mid Cap Growth Fund Q4 2024 Commentary (Seeking Alpha)
03:05AM	MPWR Shareholders Have Final Opportunity to Lead the Monolithic Power Systems, Inc. Securities Lawsuit - Contact the DJS Law Group to Discuss Your Rights - MPWR (PR Newswire)
Apr-04-25 03:13PM	Why Monolithic Power Systems (MPWR) Shares Are Sliding Today (StockStory)
08:52AM	TimesSquare U.S. FOCUS Growth Strategy Added Monolithic Power Systems (MPWR) on Dip (Insider Monkey)
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Apr-03-25 11:28PM	Top 50 High-Quality Dividend Growth Stocks For April 2025 (Seeking Alpha) -15.57%
09:27PM	Semiconductors Winners And Losers At The Start Of Q2 2025 (Seeking Alpha)
Apr-02-25 02:12AM	My Top 15 High-Growth Dividend Stocks For April 2025 (Seeking Alpha)
Mar-30-25 12:00PM	3 Stocks to Buy for the AI Revolution (InvestorPlace)
Mar-29-25 09:49AM	Monolithic Power Systems: I See The Valuation Multiple Contracting Going Forward (Seeking Alpha)
12:20AM	PGIM Jennison Mid-Cap Growth Fund Q4 2024 Commentary (Seeking Alpha)
Mar-28-25 01:38PM	Baird Q4 2024 Mid Cap Growth Strategy Commentary (Seeking Alpha)
10:37AM	Monolithic Power (MPWR) Eyes Robotics and Automation - AI the Next Big Thing (Insider Monkey)
Mar-27-25 11:50PM	ClearBridge Mid Cap Growth Portfolios Q4 2024 Commentary (SeekingAlpha)
12:59PM	Monolithic Power Systems Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before April 7, 2025 to Discuss Your Rights MPWR (GlobeNewswire)
11:00AM	ClearBridge Select Fund Q4 2024 Commentary (SeekingAlpha)
Mar-26-25 10:53PM	21 Upcoming Dividend Increases To Finish Q1 (SeekingAlpha) -5.13%
02:55PM	Franklin Growth Opportunities Fund Q4 2024 Commentary (SeekingAlpha)
02:30PM	Why Monolithic Power Systems (MPWR) Stock Is Nosediving (StockStory)
11:11AM	Is Monolithic Power Systems, Inc. (MPWR) The Best Semiconductor Stock With The Highest Upside Potential? (InsiderMonkey)
Mar-24-25 03:48PM	Why Semiconductor Stocks Like Taiwan Semiconductor Manufacturing, Advanced Micro Devices, and Monolithic Power Rallied Today (Motley Fool) +6.25%
02:25PM	Monolithic Power Systems Inc. Sued for Securities Law Violations Investors Should Contact Levi & Korsinsky for More Information MPWR (GlobeNewswire)
Mar-22-25 12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Mar-21-25 01:49PM	Monolithic Raises First-Quarter 2025 Financial Guidance (Zacks)
12:10PM	Monolithic Power targets revenue growth exceeding market by 10%-15% in 2025-2027 (TipRanks)
08:17AM	Analyst Report: Monolithic Power Systems, Inc. (Morningstar Research)
Mar-20-25 11:50AM	Monolithic Power Systems Updates First Quarter 2025 Financial Guidance (GlobeNewswire)
09:20AM	Invesco American Franchise Fund Q4 2024 Commentary (SeekingAlpha)
Mar-18-25 05:45AM	Monolithic Power Systems Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before April 7, 2025 to Discuss Your Rights - MPWR (PR Newswire)
Mar-16-25 10:58AM	Is Monolithic Power Systems, Inc. (MPWR) the Best Growth Stock to Invest in for the Next 10 Years? (Insider Monkey)
Mar-13-25 05:10PM	Monolithic Power Systems, Inc. (MPWR): A Bull Case Theory (Insider Monkey) +6.10%
Mar-12-25 05:05AM	3 Reasons MPWR Has Explosive Upside Potential (StockStory)
Mar-07-25 05:46AM	Monolithic Power Systems Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before April 7, 2025 to Discuss Your Rights - MPWR (PR Newswire) +5.50%
Mar-04-25 08:52AM	Heres Why Artisan Mid Cap Fund Decided to Increase its Stake in Monolithic Power Systems (MPWR) (Insider Monkey)
Mar-03-25 01:26AM	Is Monolithic Power Systems, Inc. (MPWR) the Tech Stock with High Upside Potential? (Insider Monkey) -5.25%
Mar-01-25 07:15PM	Kessler Topaz Meltzer & Check, LLP Encourages Monolithic Power Systems, Inc. Investors with Losses to Contact the Firm (PR Newswire)
Feb-27-25 07:00PM	Analyst Report: Monolithic Power Systems, Inc. (Morningstar Research) -9.26%
Feb-26-25 08:47PM	Robbins LLP Reminds Monolithic Power Systems Inc. (MPWR) Investors with Large Losses to Contact the Firm to Learn How They Can Recover for Their Losses (PR Newswire)
08:35AM	Implied Volatility Surging for Monolithic Power Systems (MPWR) Stock Options (Zacks)
Feb-24-25 04:02AM	Analog Semiconductors Stocks Q4 Highlights: Monolithic Power Systems (NASDAQ:MPWR) (StockStory)
Feb-21-25 05:45AM	Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of April 7, 2025 in Monolithic Lawsuit - MPWR (PR Newswire)
Feb-20-25 08:41AM	Grabar Law Office is Investigating Claims on Behalf of Long-Term Shareholders of MGP Ingredients, Inc. (NASDAQ: MGPI); ModivCare, Inc. (NASDAQ: MODV); Monolithic Power Systems, Inc. (NASDAQ: MPWR); and Driven Brands Holdings, Inc. (NASDAQ: DRVN) (GlobeNewswire)
Feb-18-25 09:09AM	Grabar Law Office is Investigating Claims on Behalf of Long-Term Shareholders of Integral Ad Science Holding Corp. (NASDAQ: IAS); MGP Ingredients, Inc. (NASDAQ: MGPI); ModivCare, Inc. (NASDAQ: MODV): and Monolithic Power Systems, Inc. (NASDAQ: MPWR) (GlobeNewswire)

Monolithic Power Systems, Inc. designs, develops, and markets integrated power semiconductor solutions and power delivery architectures for computing and storage, automotive, industrial, communications, and consumer applications markets. It offers direct current (DC) to DC integrated circuits (ICs) that are used to convert and control voltages of various electronic systems, such as portable electronic devices, wireless LAN access points, computers and notebooks, monitors, infotainment applications, and medical equipment. The Firm also provides lighting control ICs for backlighting that are used in systems, which provide the light source for LCD panels in notebook computers, monitors, car navigation systems, and televisions, as well as for general illumination products. The company was founded by Michael R. Hsing, and James C. Moyer on August 22, 1997, and is headquartered in Kirkland, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Zhou Jeff	Director	May 15 '25	Proposed Sale	792.58	745	590,470		May 15 04:20 PM
CHANG KUO WEI HERBERT	Director	May 13 '25	Sale	738.00	50	36,900	626	May 13 06:09 PM
CHANG KUO WEI HERBERT	Director	May 12 '25	Sale	698.00	100	69,800	676	May 12 08:24 PM
Sciammas Maurice	EVP, WW Sales & Marketing	May 12 '25	Sale	701.00	12,000	8,412,000	4,015	May 12 06:02 PM
Sciammas Maurice	Officer	May 12 '25	Proposed Sale	701.00	12,000	8,412,000		May 12 01:46 PM
CHANG KUO WEI HERBERT	Director	May 08 '25	Sale	650.00	100	65,000	776	May 09 06:53 PM
KUO WEI CHANG	Director	May 08 '25	Proposed Sale	650.00	300	195,000		May 08 01:46 PM
Hsing Michael	CEO	Feb 18 '25	Sale	700.00	5,200	3,640,000	834,898	Feb 20 07:01 PM
MICHAEL HSING	Officer	Feb 18 '25	Proposed Sale	700.00	5,200	3,640,000		Feb 18 04:14 PM
Xiao Deming	EVP, Global Operations	Feb 10 '25	Sale	717.10	662	474,721	161,577	Feb 12 03:45 PM
Tseng Saria	EVP & General Counsel	Feb 10 '25	Sale	717.10	663	475,438	158,977	Feb 12 03:45 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Feb 10 '25	Sale	717.10	662	474,721	102,301	Feb 12 03:44 PM
Hsing Michael	CEO	Feb 10 '25	Sale	717.10	2,594	1,860,157	840,071	Feb 12 03:44 PM
BLEGEN THEODORE	EVP and CFO	Feb 10 '25	Sale	717.10	532	381,498	52,912	Feb 12 03:43 PM
Hsing Michael	CEO	Feb 07 '25	Sale	700.00	11,964	8,374,800	842,665	Feb 11 05:33 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Feb 07 '25	Sale	701.98	7,000	4,913,852	16,015	Feb 11 05:33 PM
Xiao Deming	Officer	Feb 10 '25	Proposed Sale	720.25	2,172	1,564,383		Feb 10 07:18 PM
Tseng Saria	Officer	Feb 10 '25	Proposed Sale	720.25	2,172	1,564,383		Feb 10 07:13 PM
Sciammas Maurice	Officer	Feb 10 '25	Proposed Sale	720.25	2,172	1,564,383		Feb 10 07:10 PM
Hsing Michael	Officer	Feb 10 '25	Proposed Sale	720.25	7,053	5,079,923		Feb 10 06:37 PM
BLEGEN THEODORE	Officer	Feb 10 '25	Proposed Sale	720.25	1,431	1,030,678		Feb 10 06:27 PM
Sciammas Maurice	Officer	Feb 07 '25	Proposed Sale	701.98	7,000	4,913,852		Feb 07 04:55 PM
MICHAEL HSING	Officer	Feb 07 '25	Proposed Sale	700.00	11,964	8,374,800		Feb 07 04:02 PM
Hsing Michael	CEO	Jan 24 '25	Sale	700.00	3,636	2,545,200	854,629	Jan 28 05:52 PM
MICHAEL HSING	Officer	Jan 24 '25	Proposed Sale	700.00	3,636	2,545,200		Jan 24 04:55 PM
BLEGEN THEODORE	EVP and CFO	Dec 09 '24	Sale	600.00	2,500	1,500,000	53,444	Dec 11 07:21 PM
BERNIE BLEGEN	Officer	Dec 09 '24	Proposed Sale	600.00	2,500	1,500,000		Dec 09 04:07 PM
Xiao Deming	EVP, Global Operations	Nov 08 '24	Sale	765.14	866	662,611	162,239	Nov 13 05:16 PM
Tseng Saria	EVP & General Counsel	Nov 08 '24	Sale	765.14	866	662,611	159,640	Nov 13 05:15 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Nov 08 '24	Sale	765.14	866	662,611	102,963	Nov 13 05:14 PM
BLEGEN THEODORE	EVP and CFO	Nov 08 '24	Sale	765.15	734	561,620	55,944	Nov 13 05:13 PM
Hsing Michael	CEO	Nov 08 '24	Sale	765.15	2,812	2,151,602	858,265	Nov 13 05:12 PM
Xiao Deming	Officer	Nov 08 '24	Proposed Sale	775.21	2,172	1,683,756		Nov 08 12:56 PM
Tseng Saria	Officer	Nov 08 '24	Proposed Sale	775.21	2,172	1,683,756		Nov 08 12:47 PM
Sciammas Maurice	Officer	Nov 08 '24	Proposed Sale	775.21	2,172	1,683,756		Nov 08 12:43 PM
Hsing Michael	Officer	Nov 08 '24	Proposed Sale	775.21	7,053	5,467,556		Nov 08 12:25 PM
BLEGEN THEODORE	Officer	Nov 08 '24	Proposed Sale	775.21	1,428	1,107,000		Nov 08 12:12 PM
BLEGEN THEODORE	EVP and CFO	Nov 01 '24	Sale	772.96	2,500	1,932,405	56,678	Nov 05 05:31 PM
BERNIE BLEGEN	Officer	Nov 01 '24	Proposed Sale	772.96	2,500	1,932,407		Nov 01 04:25 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Oct 07 '24	Sale	929.59	11,000	10,225,485	103,829	Oct 08 01:14 PM
MAURICE SCIAMMAS	Officer	Oct 07 '24	Proposed Sale	929.59	11,000	10,225,471		Oct 07 04:13 PM
BLEGEN THEODORE	EVP and CFO	Oct 01 '24	Sale	908.36	2,500	2,270,900	59,178	Oct 02 11:08 AM
BERNIE BLEGEN	Officer	Oct 01 '24	Proposed Sale	908.36	2,500	2,270,900		Oct 01 04:18 PM
BLEGEN THEODORE	EVP and CFO	Sep 03 '24	Sale	904.20	2,500	2,260,506	61,678	Sep 03 07:40 PM
BERNIE BLEGEN	Officer	Sep 03 '24	Proposed Sale	904.20	2,500	2,260,506		Sep 03 04:23 PM
Xiao Deming	EVP, Global Operations	Aug 27 '24	Sale	950.00	9,259	8,796,050	20,455	Aug 29 05:05 PM
Xiao Deming	Officer	Aug 27 '24	Proposed Sale	950.00	9,259	8,796,050		Aug 28 10:18 AM
Zhou Jeff	Director	Aug 27 '24	Proposed Sale	990.33	275	272,340		Aug 27 05:20 PM
Xiao Deming	EVP, Global Operations	Aug 22 '24	Sale	950.00	10,000	9,500,000	29,714	Aug 22 07:48 PM
Xiao Deming	Officer	Aug 22 '24	Proposed Sale	950.00	10,000	9,500,000		Aug 22 06:14 PM
CHANG KUO WEI HERBERT	Director	Aug 15 '24	Sale	893.44	200	178,688	541	Aug 15 04:10 PM
KUO WEI CHANG	Director	Aug 15 '24	Proposed Sale	888.00	200	177,600		Aug 15 11:38 AM
Hsing Michael	CEO	Aug 09 '24	Sale	827.28	4,163	3,443,950	861,069	Aug 13 11:07 AM
Hsing Michael	CEO	Aug 16 '24	Sale	823.27	100	82,327	864,009	Aug 13 11:07 AM
Xiao Deming	EVP, Global Operations	Aug 08 '24	Sale	778.39	859	668,637	202,354	Aug 12 02:41 PM
Tseng Saria	EVP & General Counsel	Aug 08 '24	Sale	778.39	859	668,637	160,506	Aug 12 02:40 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Aug 08 '24	Sale	778.39	859	668,637	114,812	Aug 12 02:38 PM
BLEGEN THEODORE	EVP and CFO	Aug 08 '24	Sale	778.39	728	566,668	64,178	Aug 12 02:37 PM
Hsing Michael	CEO	Aug 08 '24	Sale	778.39	2,790	2,171,708	865,332	Aug 12 02:35 PM
MICHAEL HSING	Officer	Aug 09 '24	Proposed Sale	827.18	4,264	3,527,097		Aug 09 04:02 PM
Xiao Deming	Officer	Aug 08 '24	Proposed Sale	757.04	2,172	1,644,291		Aug 08 11:55 AM
Tseng Saria	Officer	Aug 08 '24	Proposed Sale	757.04	2,172	1,644,291		Aug 08 11:48 AM
Sciammas Maurice	Officer	Aug 08 '24	Proposed Sale	757.04	2,172	1,644,291		Aug 08 11:42 AM
Hsing Michael	Officer	Aug 08 '24	Proposed Sale	757.04	7,053	5,339,403		Aug 08 11:35 AM
BLEGEN THEODORE	Officer	Aug 08 '24	Proposed Sale	757.04	1,428	1,081,053		Aug 08 11:27 AM
BLEGEN THEODORE	EVP and CFO	Aug 01 '24	Sale	852.51	2,500	2,131,264	64,906	Aug 02 06:11 PM
BERNIE BLEGEN	Officer	Aug 01 '24	Proposed Sale	852.50	2,500	2,131,261		Aug 01 04:08 PM
Xiao Deming	EVP, Global Operations	Jul 22 '24	Sale	831.58	3,205	2,665,214	203,213	Jul 24 04:44 PM
Tseng Saria	EVP & General Counsel	Jul 22 '24	Sale	831.58	3,205	2,665,214	161,365	Jul 24 04:43 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Jul 22 '24	Sale	831.58	3,205	2,665,214	115,671	Jul 24 04:41 PM
Hsing Michael	CEO	Jul 22 '24	Sale	831.58	9,614	7,994,810	868,122	Jul 24 04:40 PM
BLEGEN THEODORE	EVP and CFO	Jul 22 '24	Sale	831.58	2,580	2,145,476	67,406	Jul 24 04:39 PM
Sciammas Maurice	EVP, WW Sales & Marketing	Jul 08 '24	Sale	843.83	10,999	9,281,285	118,876	Jul 10 11:22 AM
Tseng Saria	EVP & General Counsel	Jul 02 '24	Sale	824.65	1,858	1,532,200	164,570	Jul 02 06:27 PM
BLEGEN THEODORE	EVP and CFO	Jul 01 '24	Sale	804.19	2,500	2,010,485	69,986	Jul 02 06:24 PM
Hsing Michael	CEO	Jul 01 '24	Sale	804.57	2,672	2,149,816	877,736	Jul 02 11:28 AM
Tseng Saria	EVP & General Counsel	Jul 01 '24	Sale	808.20	37,093	29,978,650	166,428	Jul 02 11:26 AM

Peers: SLB BKR NOV FTI FET OIS INVX CLB RES WTTR

| Held by: SCHD VTI VOO XLE VO CGDV SPY IVV COWZ QUAL

Index	S&P 500	P/E	8.54	EPS (ttm)	2.39	Insider Own	0.49%	Shs Outstand	861.00M	Perf Week	-1.88%
Market Cap	17.52B	Forward P/E	7.82	EPS next Y	2.61	Insider Trans	-4.49%	Shs Float	855.51M	Perf Month	1.49%
Enterprise Value	24.33B	PEG	-	EPS next Q	0.56	Inst Own	85.17%	Short Float	3.48%	Perf Quarter	-18.71%
Income	2.10B	P/S	0.78	EPS this Y	-20.69%	Inst Trans	-0.77%	Short Ratio	1.95	Perf Half Y	-24.07%
Sales	22.56B	P/B	1.69	EPS next Y	9.93%	ROA	8.42%	Short Interest	29.73M	Perf YTD	-25.05%
Book/sh	12.04	P/C	9.71	EPS next 5Y	-0.20%	ROE	20.99%	52W High	37.08 -45.04%	Perf Year	-40.11%
Cash/sh	2.10	P/FCF	7.48	EPS past 3/5Y	20.14% -	ROIC	11.47%	52W Low	18.72 8.87%	Perf 3Y	-32.16%
Dividend Est.	0.69 (3.39%)	EV/EBITDA	5.04	Sales past 3/5Y	14.47% 0.47%	Gross Margin	18.17%	Volatility	2.76% 3.33%	Perf 5Y	56.77%
Dividend TTM	0.68 (3.34%)	EV/Sales	1.08	EPS Y/Y TTM	-17.53%	Oper. Margin	16.57%	ATR (14)	0.74	Perf 10Y	-53.80%
Dividend Ex-Date	Jun 04, 2025	Quick Ratio	1.46	Sales Y/Y TTM	-2.54%	Profit Margin	9.31%	RSI (14)	43.20	Recom	1.77
Dividend Gr. 3/5Y	55.74% -1.14%	Current Ratio	1.98	EPS Q/Q	-65.36%	SMA20	-4.07%	Beta	1.14	Target Price	28.39
Payout	24.01%	Debt/Eq	0.83	Sales Q/Q	-6.67%	SMA50	-2.04%	Rel Volume	0.88	Prev Close	20.57
Employees	48000	LT Debt/Eq	0.76	Earnings	Jul 22 BMO	SMA200	-20.90%	Avg Volume	15.27M	Price	20.38
IPO	Sep 15, 1948	Option/Short	Yes / Yes	EPS/Sales Surpr.	-0.30% 2.71%	Trades		Volume	13,501,278	Change	-0.92%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-06-25	Downgrade	Raymond James	Strong Buy → Mkt Perform
Dec-20-24	Downgrade	Griffin Securities	Buy → Neutral
Dec-19-24	Initiated	Piper Sandler	Overweight	$36
Dec-18-24	Downgrade	Barclays	Overweight → Equal Weight	$43 → $33
Dec-09-24	Downgrade	UBS	Buy → Neutral	$36 → $34
Sep-13-24	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$44 → $37
Jul-22-24	Reiterated	TD Cowen	Buy	$47 → $45
Apr-24-24	Reiterated	TD Cowen	Buy	$47 → $48
Jan-24-24	Reiterated	TD Cowen	Outperform	$49 → $51
Jun-07-23	Initiated	CapitalOne	Overweight	$41
Apr-19-23	Initiated	UBS	Buy	$49
Jan-19-23	Initiated	The Benchmark Company	Buy	$50
Jan-12-23	Upgrade	Wolfe Research	Underperform → Outperform	$51
Dec-09-22	Initiated	Raymond James	Strong Buy	$53
Oct-26-22	Upgrade	Wells Fargo	Equal Weight → Overweight	$52
Oct-19-22	Initiated	Jefferies	Buy	$40
Oct-07-22	Resumed	Piper Sandler	Overweight	$36
Apr-27-22	Upgrade	HSBC Securities	Hold → Buy	$36.60 → $41.60
Apr-20-22	Downgrade	Stephens	Overweight → Equal-Weight	$37 → $40
Jan-25-22	Reiterated	Susquehanna	Positive	$32 → $33

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May-29-25 11:30AM	Why Is ProPetro (PUMP) Up 9.4% Since Last Earnings Report? (Zacks)
May-28-25 09:00AM	Halliburton Announces Dual Listing on NYSE Texas (Business Wire)
May-27-25 06:15PM	Halliburton (HAL) Rises But Trails Market: What Investors Should Know (Zacks)
May-23-25 10:05AM	Dividends Declared Week of May 19 (Hart Energy)
May-22-25 05:15PM	Halliburton Announces Dividend (Business Wire)
11:30AM	Halliburton (HAL) Down 3.4% Since Last Earnings Report: Can It Rebound? (Zacks)
09:42AM	Buy the Dip? 3 Oil Stocks Poised for a Big Comeback (MarketBeat)
09:11AM	Kinross Gold and BP have been highlighted as Zacks Bull and Bear of the Day (Zacks)
May-21-25 11:45AM	Halliburton Introduces EarthStar 3DX for Advanced Reservoir Mapping (Insider Monkey)
08:54AM	Tariffs, Prices, and Pain: What's Next for Oilfield Service? (Zacks)
May-20-25 06:25AM	Halliburton Introduces EarthStar 3DX to Maximize Reservoir Value (Zacks)
May-19-25 10:41AM	Halliburton unveils EarthStar 3DX resistivity service (Offshore Technology)
12:00AM	Halliburton Launches EarthStar 3DX Horizontal look-ahead Resistivity Service to Unlock Reservoir Potential (Business Wire)
May-16-25 06:23PM	Rhino Resources, Halliburton complete two exploration wells in Block 2914 in Namibia (Offshore Technology)
05:40AM	Halliburton & Rhino Deliver Two Exploration Wells in Namibia (Zacks)
May-15-25 09:33AM	Core Laboratories Down 30% YTD: Should You Hold or Sell the Stock? (Zacks)
08:15AM	Buy, Hold, Sell: How This Moving Average Improves Your Trading Every Time (Investor's Business Daily)
07:00AM	Rhino Resources and Halliburton Deliver the First Two Exploration Wells on Block 2914 in Namibia (Business Wire)
May-13-25 06:21AM	Pembina Pipeline Q1 Earnings Miss Estimates, Sales Decline Y/Y (Zacks)
May-12-25 07:00PM	Halliburton, Schlumberger Brace for the Next Oil Slump (Oilprice.com)
06:31AM	Helmerich & Payne Q2 Earnings Lag Estimates, Revenues Beat (Zacks)
May-09-25 11:57AM	US oilfield giants brace for tough times as price slide rattles producers (Reuters)
05:32AM	Delek Q1 Loss Wider Than Expected, Revenues Lag Estimates (Zacks)
05:30AM	Permian Resources Q1 Earnings and Revenues Miss Estimates (Zacks)
03:40AM	Halliburton Company (HAL): Among Billionaire Bruce Kovner's Stock Picks with Huge Upside Potential (Insider Monkey)
May-08-25 10:01AM	USA Compression's Q1 Earnings Lag Estimates, Revenues Top (Zacks)
07:37AM	Ovintiv's Q1 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
May-07-25 11:04AM	Fidelity Select Energy Portfolio Q1 2025 Review (Seeking Alpha)
May-06-25 06:25AM	Imperial Oil's Q1 Earnings Beat, Revenues Miss Estimates (Zacks)
May-05-25 06:32AM	TC Energy's Q1 Earnings Miss Estimates, Revenues Decline Y/Y (Zacks)
May-04-25 02:00PM	Why Oil Stocks Plummeted in April (Motley Fool)
May-02-25 12:13PM	Natural Gas Lifts Chevron Q1 Earnings Amid Oil Weakness (Zacks)
07:08AM	Northern's Q1 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
May-01-25 01:38PM	RSP: S&P 500 Monthly Dashboard For May (Seeking Alpha)
06:14AM	Nabors Q1 Loss Wider Than Expected, Revenues Decline Y/Y (Zacks)
Apr-30-25 08:57AM	Transocean Loss Narrower Than Estimates in Q1, Revenues Beat (Zacks)
Apr-29-25 08:21PM	Is Halliburton Co. (NYSE:HAL) a Small-Cap Energy Stock Hedge Funds Are Buying? (Insider Monkey)
07:07PM	Schlumberger: There Are Better Choices In The Oil And Gas Industry (Seeking Alpha)
09:30AM	Halliburton Company (HAL): One of the Top Energy Companies with the Highest Upside Potential (Insider Monkey)
06:31AM	NOV's Q1 Earnings Miss Estimates, Revenues Decrease Y/Y (Zacks)
05:20AM	Old Faithful Fizzled Last Year, But Watch for a Spurt (GuruFocus.com)
Apr-28-25 11:10AM	Halliburton: Large And Steady Player In Energy Services (Seeking Alpha)
05:41AM	TechnipFMC's Q1 Earnings & Revenues Miss Estimates, Rise Y/Y (Zacks)
Apr-25-25 02:00PM	Compared to Estimates, Halliburton (HAL) Q1 Earnings: A Look at Key Metrics (Zacks)
07:10AM	Oilfield services provider SLB misses profit estimates on international weakness (Reuters)
07:00AM	Core Laboratories Q1 Earnings Miss Estimates, Expenses Increase YoY (Zacks)
Apr-24-25 07:19AM	Patterson-UTI's Earnings and Revenues Surpass Estimates in Q1 (Zacks)
06:53AM	Oceaneering's Q1 Earnings Surpass Estimates, Revenues Rise Y/Y (Zacks)
Apr-23-25 06:00PM	Shale Slowdown? Halliburton Sounds the Alarm (Oilprice.com)
11:45AM	Why Halliburton Company (HAL) Crashed on Tuesday (Insider Monkey)
09:34AM	Halliburton Q1 Earnings Meet Estimates, Revenues Beat Forecast (Zacks)
03:03AM	Halliburton Co (HAL) Q1 2025 Earnings Call Highlights: Navigating Revenue Declines and ... (GuruFocus.com)
12:45AM	Q1 2025 Halliburton Co Earnings Call (Thomson Reuters StreetEvents)
Apr-22-25 05:04PM	Analyst Report: Halliburton Company (Morningstar Research) -5.57%
04:43PM	Halliburton CEO sees more risk to companys outlook than 3 months ago (Fortune)
03:56PM	RTX, Northrop Grumman, Halliburton, BP: Trending Tickers (Yahoo Finance Video)
01:42PM	Why Halliburton Stock Is Down Today (Motley Fool)
01:18PM	Halliburton Stock Drops as Profit Hit by 'Recent Pressures on the Energy Macro' (Investopedia)
12:43PM	Halliburton Q1 Revenue Tops Forecasts, But CEO Flags Impact Due To 'Ongoing Trade Challenges' (Benzinga)
11:59AM	Top Stock Movers Now: 3M, Tesla, Equifax, and More (Investopedia)
11:37AM	Halliburton Company (HAL) Q1 2025 Earnings Call Transcript (Seeking Alpha)
07:55AM	Halliburton (HAL) Q1 Earnings Match Estimates (Zacks)
06:55AM	Halliburton warns of tariff impact, lower North America oilfield activity; shares plunge (Reuters)
06:52AM	Halliburton: Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	Halliburton Announces First Quarter 2025 Results (Business Wire)
Apr-19-25 07:40AM	What Moved Markets This Week (Seeking Alpha)
Apr-18-25 08:30AM	Halliburton Earnings Preview: A Good Bet At Current Levels (Seeking Alpha)

Halliburton Co. engages in the provision of products and services to the energy industry. It operates through the Completion and Production, and Drilling and Evaluation segments. The Completion and Production segment focuses on cementing, stimulation, specialty chemicals, intervention, pressure control, artificial lift, and completion products and services. The Drilling and Evaluation segment provides field and reservoir modeling, drilling, fluids, evaluation, and wellbore placement solutions that enable customers to model, measure, drill, and optimize well construction activities. The company was founded by Erle P. Halliburton in 1919 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Weiss Janet L	Director	May 29 '25	Buy	19.79	8,550	169,162	18,769	May 30 02:51 PM
Carre Eric	EVP & Chief Financial Officer	Mar 14 '25	Sale	25.00	51,179	1,279,475	127,101	Mar 17 10:39 AM
Jones Myrtle L	Former Officer	Mar 14 '25	Proposed Sale	25.05	12,980	325,163		Mar 14 04:09 PM
Carre Eric	Officer	Mar 14 '25	Proposed Sale	25.00	51,179	1,279,475		Mar 14 12:53 PM
McKeon Timothy	Senior VP and Treasurer	Mar 07 '25	Sale	24.60	10,497	258,226	77,784	Mar 10 02:56 PM
McKeon Timothy	Officer	Mar 07 '25	Proposed Sale	24.60	10,497	258,226		Mar 07 01:03 PM
Banks Margaret Katherine	Director	Mar 04 '25	Sale	24.04	3,900	93,736	10,551	Mar 05 06:19 PM
Banks Margaret Katherine	Director	Mar 04 '25	Proposed Sale	24.04	3,900	93,736		Mar 04 11:39 AM
Carre Eric	EVP & Chief Financial Officer	Feb 11 '25	Sale	26.13	141,206	3,689,713	127,101	Feb 12 02:08 PM
Carre Eric	Officer	Feb 11 '25	Proposed Sale	26.13	141,206	3,689,713		Feb 11 02:21 PM
Jones Myrtle L	Former Officer	Jan 15 '25	Proposed Sale	29.02	10,487	304,331		Jan 15 04:34 PM
Young Tobi M.	Director	Dec 06 '24	Option Exercise	0.00	4,826	0	15,283	Dec 10 01:53 PM
Weiss Janet L	Director	Dec 06 '24	Option Exercise	0.00	4,826	0	10,219	Dec 10 01:51 PM
GERBER MURRY	Director	Dec 06 '24	Option Exercise	0.00	4,826	0	574,597	Dec 10 01:50 PM
Malone Robert A	Director	Dec 06 '24	Option Exercise	0.00	4,826	0	81,404	Dec 10 01:49 PM
Banks Margaret Katherine	Director	Dec 06 '24	Option Exercise	0.00	4,826	0	14,451	Dec 10 01:49 PM
Beckwith Van H.	EVP, Secretary and CLO	Jul 18 '24	Sale	36.75	10,000	367,500	273,908	Jul 22 03:00 PM

MOD Modine Manufacturing Co daily Stock Chart

Peers: BWA ALV VC DAN ADNT LEA AXL TEN SMP LXFR

| Held by: VTI IWM VB VXF VBK IWO SCHA VTWO DFAS CTEF

Index	RUT	P/E	28.85	EPS (ttm)	3.41	Insider Own	1.99%	Shs Outstand	52.40M	Perf Week	1.37%
Market Cap	5.16B	Forward P/E	17.84	EPS next Y	5.52	Insider Trans	-6.58%	Shs Float	51.35M	Perf Month	7.66%
Enterprise Value	5.55B	PEG	-	EPS next Q	0.97	Inst Own	109.49%	Short Float	7.44%	Perf Quarter	24.29%
Income	184.00M	P/S	2.00	EPS this Y	11.18%	Inst Trans	3.36%	Short Ratio	3.72	Perf Half Y	-16.93%
Sales	2.58B	P/B	5.67	EPS next Y	22.61%	ROA	9.76%	Short Interest	3.82M	Perf YTD	-15.03%
Book/sh	17.37	P/C	72.08	EPS next 5Y	-	ROE	22.20%	52W High	146.84 -32.92%	Perf Year	2.25%
Cash/sh	1.37	P/FCF	39.91	EPS past 3/5Y	28.13% -	ROIC	14.29%	52W Low	64.79 52.03%	Perf 3Y	827.50%
Dividend Est.	-	EV/EBITDA	14.24	Sales past 3/5Y	7.99% 5.51%	Gross Margin	25.14%	Volatility	3.28% 3.40%	Perf 5Y	1704.03%
Dividend TTM	-	EV/Sales	2.15	EPS Y/Y TTM	13.50%	Oper. Margin	12.07%	ATR (14)	3.69	Perf 10Y	805.33%
Dividend Ex-Date	Nov 19, 2008	Quick Ratio	1.15	Sales Y/Y TTM	7.30%	Profit Margin	7.12%	RSI (14)	55.35	Recom	1.25
Dividend Gr. 3/5Y	- -	Current Ratio	1.78	EPS Q/Q	91.87%	SMA20	3.12%	Beta	2.05	Target Price	133.20
Payout	0.00%	Debt/Eq	0.49	Sales Q/Q	7.24%	SMA50	6.77%	Rel Volume	0.98	Prev Close	101.34
Employees	11300	LT Debt/Eq	0.41	Earnings	May 20 AMC	SMA200	-7.95%	Avg Volume	1.03M	Price	98.50
IPO	Jun 19, 1984	Option/Short	Yes / Yes	EPS/Sales Surpr.	17.28% 2.49%	Trades		Volume	1,010,647	Change	-2.80%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-12-25	Initiated	KeyBanc Capital Markets	Overweight	$125
Aug-01-24	Reiterated	B. Riley Securities	Buy	$125 → $140
Jul-29-24	Initiated	William Blair	Outperform
Mar-19-24	Initiated	Oppenheimer	Outperform	$105
Jun-13-23	Resumed	CJS Securities	Market Outperform	$40
Jun-07-23	Initiated	B. Riley Securities	Buy	$40
Dec-06-22	Initiated	CJS Securities	Market Outperform	$25
Nov-06-20	Upgrade	DA Davidson	Neutral → Buy	$11
Nov-11-19	Downgrade	Robert W. Baird	Outperform → Neutral	$14 → $9
Nov-08-19	Downgrade	Dougherty & Company	Buy → Neutral
Aug-30-19	Initiated	DA Davidson	Neutral	$11.50
Aug-28-19	Initiated	Dougherty & Company	Buy	$13
Jan-31-17	Initiated	Gabelli & Co	Buy	$22
Mar-24-16	Upgrade	Seaport Global Securities	Neutral → Buy	$12
Apr-22-14	Upgrade	Robert W. Baird	Neutral → Outperform
Jan-29-14	Upgrade	Robert W. Baird	Underperform → Neutral
Oct-24-13	Downgrade	Robert W. Baird	Neutral → Underperform	$14 → $13
Jul-11-12	Downgrade	Robert W. Baird	Outperform → Neutral	$11 → $8
Feb-03-12	Downgrade	Barrington Research	Outperform → Mkt Perform
Jun-21-10	Initiated	Barrington Research	Outperform	$12

Show Previous Ratings

Today 05:45PM	Modine (MOD) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
07:00AM	Modine launches DSU destratification fan, bringing best-in-class airflow solutions to commercial and industrial spaces (PR Newswire)
Jun-26-25 09:00AM	Investors Heavily Search Modine Manufacturing Company (MOD): Here is What You Need to Know (Zacks)
Jun-24-25 05:45PM	Modine (MOD) Outperforms Broader Market: What You Need to Know (Zacks)
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04:41AM	Strength Seen in Mobileye (MBLY): Can Its 11.6% Jump Turn into More Strength? (Zacks)
Jun-16-25 05:45PM	Why Modine (MOD) Outpaced the Stock Market Today (Zacks)
Jun-12-25 09:00AM	Modine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jun-10-25 05:45PM	Modine (MOD) Rises Higher Than Market: Key Facts (Zacks)
Jun-04-25 05:45PM	Modine (MOD) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Jun-02-25 04:30PM	Modine to Participate in Upcoming William Blair 45th Annual Growth Stock Conference on June 4, 2025 (PR Newswire)
09:30AM	Is It Worth Investing in Modine (MOD) Based on Wall Street's Bullish Views? (Zacks)
May-30-25 07:00AM	Modine to Acquire L.B. White, Gaining Market-Leading Heating Technologies Line (PR Newswire)
09:00AM	Loading…
May-28-25 09:00AM	Modine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
May-22-25 03:04AM	Modine Manufacturing Co (MOD) Q4 2025 Earnings Call Highlights: Record Sales and Strategic ... (GuruFocus.com)
02:51AM	Q4 2025 Modine Manufacturing Co Earnings Call (Thomson Reuters StreetEvents)
May-20-25 06:00PM	Modine (MOD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) -11.66%
05:30PM	Modine (MOD) Q4 Earnings and Revenues Top Estimates (Zacks)
04:38PM	Modine: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Modine Reports Fourth Quarter Fiscal 2025 Results (PR Newswire)
09:17AM	Modine Manufacturing Co (MOD) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
May-19-25 09:18AM	Modine Manufacturing Co (MOD) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
08:00AM	Modine Expands U.S. Chiller Production Capacity to Serve Data Center Customers (PR Newswire)
May-16-25 04:15PM	Was Jim Cramer Right About Modine Manufacturing Company (MOD) Stock? (Insider Monkey)
09:30AM	Is Modine (MOD) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
08:12AM	Modine Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
May-15-25 08:40AM	Modine Wins 2024 Good Design Award for Amp Dawg Residential Unit Heater (PR Newswire)
May-14-25 06:15PM	Luminar Technologies, Inc. (LAZR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:45PM	Loading…
05:45PM	Modine (MOD) Outpaces Stock Market Gains: What You Should Know (Zacks)
May-09-25 06:30AM	Modine Manufacturing Company (MOD): Among Billionaire Mario Gabelli's Small-Cap Stock Picks with Huge Upside Potential (Insider Monkey)
May-08-25 09:00AM	Modine Manufacturing Company (MOD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
May-07-25 09:35AM	Blue Bird Gears Up to Report Q2 Earnings: Here's What to Expect (Zacks)
08:35AM	Modine to Host Fourth Quarter Fiscal 2025 Earnings Conference Call on May 21, 2025 (PR Newswire)
May-06-25 05:45PM	Modine (MOD) Stock Moves -0.14%: What You Should Know (Zacks)
09:00AM	Modine to Participate in Upcoming Oppenheimer Virtual Conference on May 8, 2025 (PR Newswire)
08:45AM	Ferrari (RACE) Beats Q1 Earnings and Revenue Estimates (Zacks)
May-05-25 05:39PM	Is Modine Manufacturing (MOD) A Hidden AI Stock to Buy Right Now? (Insider Monkey)
May-01-25 10:40AM	The AI trade will have 'multiple winners': Strategist's picks (Yahoo Finance Video) +6.57%
Apr-30-25 05:45PM	Modine (MOD) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
11:40AM	PHIN or MOD: Which Is the Better Value Stock Right Now? (Zacks)
09:30AM	Brokers Suggest Investing in Modine (MOD): Read This Before Placing a Bet (Zacks)
Apr-29-25 02:59PM	Modine Manufacturing: A Potential Winner In The AI Boom (Seeking Alpha)
Apr-28-25 05:50PM	Modine (MOD) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
08:59AM	What Makes Modine Manufacturing Company (MOD) an Investment Bet? (Insider Monkey)
Apr-24-25 09:00AM	Investors Heavily Search Modine Manufacturing Company (MOD): Here is What You Need to Know (Zacks)
06:00AM	Airedale by Modine Cooling AI Control System Brings Unprecedented Efficiency Gains to High-Density Data Centers (PR Newswire)
Apr-23-25 12:50PM	Is Modine Manufacturing Company (MOD) Among the Best Guru Stocks to Buy According to Wall Street Analysts? (Insider Monkey) +6.58%
Apr-16-25 05:45PM	Modine (MOD) Stock Moves -1.88%: What You Should Know (Zacks)
Apr-14-25 05:50PM	Modine (MOD) Rises Higher Than Market: Key Facts (Zacks)
11:40AM	DAN or MOD: Which Is the Better Value Stock Right Now? (Zacks)
Apr-10-25 09:00AM	Here is What to Know Beyond Why Modine Manufacturing Company (MOD) is a Trending Stock (Zacks) -7.41%
Apr-08-25 05:50PM	Modine (MOD) Stock Moves -0.99%: What You Should Know (Zacks) +16.35%
Mar-28-25 05:45PM	Modine (MOD) Stock Moves -0.89%: What You Should Know (Zacks)
Mar-27-25 09:00AM	Modine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Know (Zacks) -7.70%
Mar-25-25 01:04PM	Is Modine Manufacturing Company (NYSE:MOD) One of the Best Stocks to Buy According to Billionaire Mario Gabelli? (InsiderMonkey)
11:40AM	APTV vs. MOD: Which Stock Should Value Investors Buy Now? (Zacks)
Mar-17-25 09:30AM	Wall Street Bulls Look Optimistic About Modine (MOD): Should You Buy? (Zacks)
Mar-12-25 10:17AM	Is Modine Manufacturing Company (MOD) the Best GARP Stock to Buy Now? (Insider Monkey) +5.36%
09:00AM	Modine Manufacturing Company (MOD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Mar-11-25 04:15PM	Modine Announces Agreement to Acquire AbsolutAire (PR Newswire)
Mar-07-25 09:13AM	Modine Announces $100 Million Share Repurchase Program (PR Newswire) +6.23%
Mar-05-25 07:00AM	Airedale by Modine Unveils Expanded Capacities for Coolant Distribution Unit (PR Newswire)
Mar-03-25 07:14PM	Jim Cramer on Modine Manufacturing Company (MOD): 'It Has Come Down So Much' (Insider Monkey) -8.79%
Feb-27-25 04:30PM	Modine Secures $180 Million in Orders for Data Center Cooling Systems (PR Newswire) -8.75% +6.50%
09:00AM	Modine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Feb-26-25 05:00PM	Modine Announces Performance Technologies Segment Leadership Change (PR Newswire)
Feb-15-25 02:08PM	Modine Manufacturing Company (MOD): Among the Best Consumer Discretionary Stocks to Buy According to Analysts (Insider Monkey)
Feb-11-25 09:00AM	Modine Manufacturing Company (MOD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-07-25 05:30AM	Data centers drive Modines Q3 growth; CEO sees no DeepSeek slowdown (Facilities Dive)
Feb-06-25 02:13AM	Modine Manufacturing Co (MOD) Q3 2025 Earnings Call Highlights: Robust Revenue Growth and ... (GuruFocus.com) -7.09%
01:27AM	Q3 2025 Modine Manufacturing Co Earnings Call (Thomson Reuters StreetEvents)
Feb-04-25 07:00PM	Compared to Estimates, Modine (MOD) Q3 Earnings: A Look at Key Metrics (Zacks) +6.73%
05:35PM	Modine (MOD) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:43PM	Modine: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Modine Reports Third Quarter Fiscal 2025 Results (PR Newswire)
07:07AM	What To Expect From Modine Manufacturing Co (MOD) Q3 2025 Earnings (GuruFocus.com)
Feb-03-25 07:04AM	Modine Manufacturing Co (MOD) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jan-31-25 05:45PM	Here's Why Modine (MOD) Fell More Than Broader Market (Zacks)
10:41AM	Highflying Palantir Stock Set To Report Q4 Results, Along With Two Magnificent 7 Leaders (Investor's Business Daily)
Jan-28-25 10:00AM	Modine (MOD) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:10AM	Modine Manufacturing Company (MOD) Share Detracted Due to Lack of Guidance Raise (Insider Monkey)
05:04AM	Modine Manufacturing to open Wisconsin plant (Manufacturing Dive)
Jan-27-25 09:00AM	Investors Heavily Search Modine Manufacturing Company (MOD): Here is What You Need to Know (Zacks) -26.28%
Jan-25-25 04:38AM	Is Modine Manufacturing Co. (MOD) Among Billionaire Mario Gabellis Top Stock Picks? (Insider Monkey)
Jan-23-25 05:50PM	Modine (MOD) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks) -5.54%
09:30AM	Wall Street Analysts Think Modine (MOD) Is a Good Investment: Is It? (Zacks)
Jan-22-25 08:35AM	Modine to Host Third Quarter Fiscal 2025 Earnings Conference Call on February 5, 2025 (PR Newswire)
Jan-21-25 08:52AM	Strong Data Centre Growth Lifted Modine Manufacturing Co. (MOD) in Q4 (Insider Monkey) +5.11%
Jan-17-25 05:45PM	Modine (MOD) Rises But Trails Market: What Investors Should Know (Zacks)
Jan-15-25 09:00AM	Here is What to Know Beyond Why Modine Manufacturing Company (MOD) is a Trending Stock (Zacks)
Jan-13-25 05:50PM	Modine (MOD) Stock Dips While Market Gains: Key Facts (Zacks) +5.07%
Jan-10-25 07:39AM	Modine Manufacturing Company (MOD) Thrives on Self-Help Margin Initiatives (Insider Monkey)
Jan-07-25 05:45PM	Modine (MOD) Stock Moves -0.94%: What You Should Know (Zacks)
09:30AM	Modine (MOD) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
06:00AM	Modine Announces India Expansion to Meet Growing Data Center Industry Demand (PR Newswire)
Jan-02-25 05:50PM	Modine (MOD) Increases Despite Market Slip: Here's What You Need to Know (Zacks) +5.40%
Jan-01-25 09:00AM	Modine Manufacturing Company (MOD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Dec-27-24 05:45PM	Modine (MOD) Sees a More Significant Dip Than Broader Market: Some Facts to Know (Zacks)

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Brinker Neil David	President and CEO	Jun 18 '25	Option Exercise	17.79	8,108	144,241	270,183	Jun 20 01:37 PM
Michael B Lucareli	Officer	May 19 '25	Proposed Sale	102.00	85,000	8,670,000		May 16 01:04 PM
McGinnis Eric S	President, Climate Solutions	Apr 03 '25	Option Exercise	12.62	9,413	118,792	45,964	Apr 07 09:53 AM
WULFSOHN WILLIAM A	Director	Mar 03 '25	Buy	79.43	2,530	200,958	7,277	Mar 05 09:25 AM
Lucareli Michael B	EVP, CFO	Feb 10 '25	Option Exercise	13.26	17,541	232,594	150,072	Feb 12 12:18 PM
Lucareli Michael B	EVP, CFO	Feb 10 '25	Sale	100.00	17,541	1,754,100	132,531	Feb 12 12:18 PM
Lucareli Michael B	EVP, CFO	Feb 06 '25	Sale	102.52	27,500	2,819,380	135,031	Feb 10 04:53 PM
Lucareli Michael B	EVP, CFO	Feb 10 '25	Sale	100.00	2,500	250,000	132,531	Feb 10 04:53 PM
MICHAEL LUCARELI	Officer	Feb 10 '25	Proposed Sale	98.66	17,541	1,730,595		Feb 10 04:31 PM
Patterson Christopher William	Director	Feb 07 '25	Sale	97.43	28,455	2,772,371	70,382	Feb 10 03:10 PM
Patterson Christopher William	Director	Feb 07 '25	Proposed Sale	97.43	28,455	2,772,370		Feb 07 11:22 AM
Michael B Lucareli	Officer	Feb 06 '25	Proposed Sale	100.00	115,000	11,500,000		Feb 04 10:28 AM
Brinker Neil David	President and CEO	Dec 23 '24	Option Exercise	11.19	22,843	255,613	270,506	Dec 26 10:13 AM
McGinnis Eric S	President, Climate Solutions	Nov 08 '24	Sale	127.25	44,000	5,598,807	36,551	Nov 12 10:24 AM
McGinnis Eric S	Officer	Nov 08 '24	Proposed Sale	127.37	44,000	5,604,280		Nov 08 05:11 PM
WILLIAMS MARSHA C	Director	Aug 15 '24	Sale	109.74	34,400	3,775,072	144,038	Aug 19 11:38 AM
WILLIAMS MARSHA C	Director	Aug 15 '24	Proposed Sale	110.00	34,400	3,784,000		Aug 15 05:05 PM

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