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Dollar change +0.37
Percentage change 0.08	%

Peers: SPGI MSCI ICE NDAQ MORN TRI JPM FIS FICO VRSK

| Held by: VTI VOO VO VUG SPY IVV RSP VOT XLF SDY

Index	S&P 500	P/E	33.48	EPS (ttm)	13.90	Insider Own	0.22%	Shs Outstand	38.03M	Perf Week	-1.07%
Market Cap	17.71B	Forward P/E	25.01	EPS next Y	18.61	Insider Trans	-42.34%	Shs Float	37.96M	Perf Month	0.36%
Income	537.13M	PEG	3.52	EPS next Q	4.25	Inst Own	95.71%	Short Float	6.00%	Perf Quarter	13.06%
Sales	2.20B	P/S	8.04	EPS this Y	4.38%	Inst Trans	2.50%	Short Ratio	8.54	Perf Half Y	10.08%
Book/sh	49.66	P/B	9.37	EPS next Y	8.36%	ROA	13.39%	Short Interest	2.28M	Perf Year	7.82%
Cash/sh	12.95	P/C	35.94	EPS next 5Y	9.50%	ROE	30.41%	52W Range	391.84 - 488.64	Perf YTD	-2.43%
Dividend Est.	4.26 (0.91%)	P/FCF	28.81	EPS past 5Y	8.92%	ROI	16.12%	52W High	-4.75%	Beta	0.75
Dividend TTM	4.04 (0.87%)	Quick Ratio	1.28	Sales past 5Y	9.04%	Gross Margin	54.07%	52W Low	18.78%	ATR (14)	7.13
Dividend Ex-Date	Aug 30, 2024	Current Ratio	1.25	EPS Y/Y TTM	15.19%	Oper. Margin	32.38%	RSI (14)	58.63	Volatility	1.02% 1.43%
Employees	12237	Debt/Eq	0.82	Sales Y/Y TTM	5.64%	Profit Margin	24.38%	Recom	3.30	Target Price	460.31
Option/Short	Yes / Yes	LT Debt/Eq	0.74	EPS Q/Q	38.26%	Payout	29.04%	Rel Volume	0.21	Prev Close	465.07
Sales Surprise	2.77%	EPS Surprise	3.39%	Sales Q/Q	4.93%	Earnings	Sep 19 BMO	Avg Volume	266.51K	Price	465.44
SMA20	0.96%	SMA50	5.07%	SMA200	5.85%	Trades		Volume	9,217	Change	0.08%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-09-24	Downgrade	Redburn Atlantic	Neutral → Sell	$420 → $380
Oct-02-24	Initiated	Evercore ISI	In-line	$470
Aug-13-24	Initiated	Wells Fargo	Equal Weight	$435
May-30-24	Downgrade	BofA Securities	Neutral → Underperform	$500 → $407
Apr-11-24	Initiated	Wolfe Research	Underperform	$430
Mar-22-24	Downgrade	Barclays	Overweight → Equal Weight	$480 → $460
Dec-08-23	Downgrade	Deutsche Bank	Buy → Hold	$471 → $480
Aug-25-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$500 → $464
Jun-15-23	Resumed	BofA Securities	Neutral
May-15-23	Initiated	BMO Capital Markets	Market Perform	$424
May-09-23	Initiated	Wells Fargo	Equal Weight	$435
Mar-28-23	Upgrade	Redburn	Sell → Neutral
Jan-12-23	Upgrade	Credit Suisse	Neutral → Outperform	$485 → $500
Aug-26-22	Upgrade	Deutsche Bank	Hold → Buy	$507
May-17-22	Initiated	Redburn	Sell
Mar-30-22	Initiated	Deutsche Bank	Hold	$453
Dec-14-21	Upgrade	Northcoast	Sell → Neutral
Sep-30-21	Upgrade	UBS	Sell → Neutral	$303 → $415
Aug-25-21	Upgrade	Barclays	Equal Weight → Overweight	$340 → $450
Jul-08-21	Initiated	RBC Capital Mkts	Outperform	$375

Show Previous Ratings

Oct-16-24 03:02PM	State Street Corp's Strategic Acquisition of FactSet Research Systems Inc Shares (GuruFocus.com)
Oct-08-24 08:10AM	CapIntel Joins with FactSet to Increase Advisor Success (Business Wire)
Oct-02-24 01:14PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
Sep-25-24 08:00AM	FactSet's GHG Emissions Commitment Validated by Science Based Targets Initiative (GlobeNewswire)
Sep-20-24 03:01AM	FactSet Research Systems Inc (FDS) Q4 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
02:03AM	Loading…
02:03AM	Q4 2024 Factset Research Systems Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-19-24 02:07PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research) +5.07%
09:30AM	Compared to Estimates, FactSet (FDS) Q4 Earnings: A Look at Key Metrics (Zacks)
09:11AM	FactSet beats profit estimates on strong demand for its analytical tools (Reuters)
08:10AM	FactSet Research (FDS) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:49AM	FactSet Research Q4 Earnings: Revenue And Profit Beat, Adds 188 New Clients, Margin Boost And More (Benzinga)
07:00AM	FactSet Reports Results for Fourth Quarter 2024 (GlobeNewswire)
Sep-18-24 09:00AM	Earnings To Watch: FactSet Research Systems Inc (FDS) Reports Q4 2024 Result (GuruFocus.com)
Sep-16-24 07:18PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
09:15AM	FactSet (FDS) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
08:00AM	Loading…
08:00AM	FactSet Announces Investor Day 2024 (GlobeNewswire)
Sep-12-24 10:00AM	FactSet Research (FDS) Earnings Expected to Grow: Should You Buy? (Zacks)
Sep-04-24 09:45AM	FactSet Research (FDS) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Aug-28-24 07:00AM	FactSet Schedules Fourth Quarter 2024 Earnings Call (GlobeNewswire)
Aug-21-24 12:00PM	FactSet (FDS) Upgraded to Buy: Here's What You Should Know (Zacks)
Aug-13-24 09:45AM	Here's Why FactSet Research (FDS) is a Strong Growth Stock (Zacks)
03:01AM	Will AI Improve the Business of FactSet Research Systems (FDS)? (Insider Monkey)
Aug-05-24 11:30AM	FactSet Names Kristina Karnovsky as Head of the Dealmakers and Wealth Group (GlobeNewswire)
07:00AM	FactSet Declares Dividend (GlobeNewswire)
Jul-31-24 10:31AM	Altria Stock Drops After Earnings Miss, Narrowed Guidance (Barrons.com)
Jul-29-24 10:52AM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
Jul-23-24 09:25AM	FactSet Finance Chief Linda Huber Leaves; Helen Shan Retakes Post (The Wall Street Journal)
08:30AM	FactSet Appoints Helen Shan as Chief Financial Officer (GlobeNewswire)
Jul-22-24 09:50AM	Here's Why FactSet Research (FDS) is a Strong Momentum Stock (Zacks)
Jul-17-24 08:18AM	Do Options Traders Know Something About FactSet (FDS) Stock We Don't? (Zacks)
09:45AM	Loading…
Jul-11-24 09:45AM	Why FactSet Research (FDS) is a Top Growth Stock for the Long-Term (Zacks)
Jul-05-24 08:27AM	Reasons to Retain FactSet (FDS) Stock in Your Portfolio Now (Zacks)
Jul-04-24 01:02AM	Decoding FactSet Research Systems Inc (FDS): A Strategic SWOT Insight (GuruFocus.com)
Jun-28-24 09:50AM	Why FactSet Research (FDS) is a Top Momentum Stock for the Long-Term (Zacks)
09:42AM	FactSet Research Systems Inc. (NYSE:FDS) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jun-27-24 11:37AM	FactSet (FDS) Q3 Earnings Beat on High Volumes, Revenues Miss (Zacks)
Jun-24-24 08:02AM	FactSet Research Systems Inc. (NYSE:FDS) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jun-22-24 04:10AM	Q3 2024 Factset Research Systems Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-21-24 05:05PM	S&P 500 Gains and Losses Today: Index Edges Lower as AI-Fueled Rally Loses Steam (Investopedia)
01:58PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
01:00PM	Top Stock Movers Now: FactSet, Sarepta Therapeutics, Spirit AeroSystems, and More (Investopedia)
11:53AM	FDS Stock Earnings: FactSet Research Systems Beats EPS, Misses Revenue for Q3 2024 (InvestorPlace)
10:08AM	FactSet (FDS) Q3 Earnings Surpass Estimates, Revenues Miss (Zacks)
09:33AM	FactSet Stock Rises on Q3 Profit Beat, Raised Guidance (Investopedia)
09:30AM	Compared to Estimates, FactSet (FDS) Q3 Earnings: A Look at Key Metrics (Zacks)
09:29AM	FactSet rides on cost cuts to lift annual profit forecast (Reuters)
08:19AM	FactSet Boosts FY24 Earnings Outlook - Update (RTT News)
08:10AM	FactSet Research (FDS) Surpasses Q3 Earnings Estimates (Zacks)
07:00AM	FactSet Reports Results for Third Quarter 2024 (GlobeNewswire)
Jun-18-24 09:46AM	FactSet (FDS) to Report Q3 Earnings: What's in the Offing? (Zacks)
Jun-17-24 09:15AM	Unlocking Q3 Potential of FactSet (FDS): Exploring Wall Street Estimates for Key Metrics (Zacks)
Jun-14-24 10:00AM	FactSet Research (FDS) Earnings Expected to Grow: Should You Buy? (Zacks)
Jun-12-24 09:00AM	Aidentified Announces $12.5 Million Series B Funding from FactSet (PR Newswire)
Jun-04-24 12:10PM	Will FactSet (FDS) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jun-01-24 08:47PM	The Best Alternative to Bloomberg Terminal in 2024 (Insider Monkey)
08:46PM	11 Best Alternatives to Bloomberg Terminal in 2024 (Insider Monkey)
May-29-24 07:51PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
May-28-24 07:00AM	FactSet Schedules Third Quarter 2024 Earnings Call (GlobeNewswire)
May-17-24 08:02PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
May-16-24 07:01PM	Insider Sale at FactSet Research Systems Inc (FDS): EVP Goran Skoko Sells 1,500 Shares (GuruFocus.com)
01:00PM	Reasons to Hold FactSet (FDS) Stock in Your Portfolio Now (Zacks)
May-14-24 06:05AM	Here's What Caused the Decline of FactSet Research Systems (FDS) in Q1 (Insider Monkey)
May-10-24 05:07PM	Factset Research Systems Insider Sold Shares Worth $2,712,195, According to a Recent SEC Filing (MT Newswires)
May-06-24 05:06PM	Factset Research Systems Insider Sold Shares Worth $1,759,710, According to a Recent SEC Filing (MT Newswires)
12:00PM	FactSet Participates in Barclays Americas Select Franchise Conference (GlobeNewswire)
08:35AM	5 Best May Dividend Stocks To Buy (Insider Monkey)
May-02-24 07:00AM	FactSet Increases Dividend (GlobeNewswire)
May-01-24 04:57PM	Factset Research Systems Insider Sold Shares Worth $1,245,780, According to a Recent SEC Filing (MT Newswires)
Apr-30-24 08:00AM	FactSet Introduces AI-Powered Portfolio Commentary (GlobeNewswire)
Apr-04-24 01:02AM	Decoding FactSet Research Systems Inc (FDS): A Strategic SWOT Insight (GuruFocus.com)
Apr-02-24 12:18AM	FactSet Research Systems Inc CEO Frederick Snow Sells 3,000 Shares (GuruFocus.com)
Mar-25-24 01:31PM	Top 7 Mid-Cap Tech Companies in the US (Insider Monkey)
09:15AM	FactSet (FDS) Q2 Earnings Surpass Estimates, Revenues Miss (Zacks)
Mar-22-24 02:54PM	FactSet Research Systems Inc. (NYSE:FDS) Q2 2024 Earnings Call Transcript (Insider Monkey)
12:50AM	Q2 2024 Factset Research Systems Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-21-24 04:44PM	S&P 500 Gains and Losses Today: Micron Technology Stock Boosted By AI Demand (Investopedia) -7.63%
02:01PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
11:53AM	FDS Stock Earnings: FactSet Research Systems Beats EPS, Misses Revenue for Q2 2024 (InvestorPlace)
09:30AM	Compared to Estimates, FactSet (FDS) Q2 Earnings: A Look at Key Metrics (Zacks)
08:11AM	FactSet Research Systems Inc (FDS) Reports Solid Growth in Q2 2024 Earnings (GuruFocus.com)
07:45AM	FactSet beats Q2 profit estimates amid surge in financial services subscriptions (Reuters)
07:30AM	FactSet Reaffirms FY24 Outlook; Q2 Adj. EPS Tops View (RTT News)
07:00AM	FactSet Reports Results for Second Quarter 2024 (GlobeNewswire)
Mar-20-24 07:00AM	FactSet Appoints Laurie Hylton to Board of Directors (GlobeNewswire)
Mar-19-24 08:52AM	Why Earnings Season Could Be Great for FactSet Research (FDS) (Zacks)
Mar-18-24 09:15AM	Unveiling FactSet (FDS) Q2 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Mar-15-24 12:50PM	FactSet (FDS) to Report Q2 Earnings: What's in the Offing? (Zacks)
Mar-14-24 10:00AM	FactSet Research (FDS) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-12-24 07:00AM	FactSet Releases Transcript Assistant, A Game-Changing AI Tool for Earnings Call Analysis (GlobeNewswire)
Mar-01-24 05:01PM	FactSet Research Systems Inc CEO Frederick Snow Sells 3,000 Shares (GuruFocus.com)
Feb-15-24 07:00AM	FactSet Schedules Second Quarter 2024 Earnings Call (GlobeNewswire)
Feb-05-24 05:02PM	FactSet Research Systems Inc EVP, Chief Legal Officer Rachel Stern Sells 9,247 Shares (GuruFocus.com)
Feb-02-24 07:00AM	FactSet Declares Dividend (GlobeNewswire)
Feb-01-24 11:03PM	FactSet Research Systems Inc CEO Frederick Snow Sells 3,000 Shares (GuruFocus.com)
Jan-18-24 11:30AM	FactSet (FDS) Up 1.4% Since Last Earnings Report: Can It Continue? (Zacks)
Jan-09-24 02:00AM	LoopFX to be integrated into FactSets Portware trading platform (Business Wire)
Jan-06-24 06:00AM	Decoding FactSet Research Systems Inc (FDS): A Strategic SWOT Insight (GuruFocus.com)
Jan-05-24 01:49PM	Analyst Report: FactSet Research Systems Inc. (Morningstar Research)
Jan-04-24 11:34AM	Peloton Teams Up With TikTok. Its Welcome News to Investors After a Tough 2023. (Barrons.com)
10:55AM	Coinbase Stock Wobbles as Analyst Warns Gains From Bitcoin ETF Might Disappoint (Barrons.com)

FactSet Research Systems Inc. (the Company or FactSet) is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (CTS) and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The Company's revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Snow Frederick Philip	Chief Executive Officer	Oct 01 '24	Option Exercise	164.90	3,000	494,700	15,987	Oct 01 05:14 PM
Snow Frederick Philip	Chief Executive Officer	Oct 01 '24	Sale	455.09	3,000	1,365,270	12,987	Oct 01 05:14 PM
Snow Frederick Philip	Officer	Oct 01 '24	Proposed Sale	455.09	3,000	1,365,270		Oct 01 09:42 AM
MCGONIGLE JAMES J	Director	Sep 26 '24	Option Exercise	202.57	5,410	1,095,882	10,693	Sep 27 05:18 PM
MCGONIGLE JAMES J	Director	Sep 26 '24	Sale	456.83	5,410	2,471,465	5,283	Sep 27 05:18 PM
Frank Malcolm	Director	Sep 26 '24	Option Exercise	197.75	2,838	561,214	3,355	Sep 27 05:15 PM
Frank Malcolm	Director	Sep 26 '24	Sale	457.85	2,838	1,299,387	517	Sep 27 05:15 PM
SIEGEL LAURIE	Director	Sep 26 '24	Option Exercise	197.75	1,338	264,590	2,097	Sep 27 05:13 PM
SIEGEL LAURIE	Director	Sep 26 '24	Sale	459.85	1,338	615,277	759	Sep 27 05:13 PM
Ellis Christopher R	EVP, Initiatives & P'ships	Sep 26 '24	Option Exercise	169.86	13,952	2,369,908	37,467	Sep 27 05:11 PM
Ellis Christopher R	EVP, Initiatives & P'ships	Sep 26 '24	Sale	456.15	13,952	6,364,205	23,515	Sep 27 05:11 PM
Ellis Christopher R	Officer	Sep 26 '24	Proposed Sale	460.01	13,952	6,418,000		Sep 26 12:19 PM
MCGONIGLE JAMES J	Director	Sep 26 '24	Proposed Sale	470.06	5,410	2,543,000		Sep 26 12:03 PM
SIEGEL LAURIE	Director	Sep 26 '24	Proposed Sale	468.49	1,338	626,840		Sep 26 11:05 AM
Frank Malcolm	Director	Sep 26 '24	Proposed Sale	468.49	2,838	1,329,575		Sep 26 11:04 AM
Snow Frederick Philip	Chief Executive Officer	Sep 03 '24	Option Exercise	164.90	3,000	494,700	15,915	Sep 03 04:50 PM
Snow Frederick Philip	Chief Executive Officer	Sep 03 '24	Sale	416.59	3,000	1,249,770	12,915	Sep 03 04:50 PM
Snow Frederick Philip	Officer	Sep 03 '24	Proposed Sale	416.59	3,000	1,249,770		Sep 03 10:15 AM
Snow Frederick Philip	Chief Executive Officer	Aug 01 '24	Option Exercise	164.90	3,000	494,700	15,915	Aug 01 04:57 PM
Snow Frederick Philip	Chief Executive Officer	Aug 01 '24	Sale	412.75	3,000	1,238,250	12,915	Aug 01 04:57 PM
Snow Frederick Philip	Officer	Aug 01 '24	Proposed Sale	412.75	3,000	1,238,250		Aug 01 10:01 AM
Snow Frederick Philip	Chief Executive Officer	Jul 01 '24	Option Exercise	164.90	3,000	494,700	15,915	Jul 01 04:26 PM
Snow Frederick Philip	Chief Executive Officer	Jul 01 '24	Sale	408.98	3,000	1,226,940	12,915	Jul 01 04:26 PM
ABRAMS ROBIN ANN	Director	Jun 25 '24	Sale	420.71	2,375	999,186	9,193	Jun 25 04:23 PM
Stepp Katherine M	Chief Technology Officer (CTO)	Jun 24 '24	Option Exercise	189.98	1,057	200,809	1,744	Jun 24 04:53 PM
Stepp Katherine M	Chief Technology Officer (CTO)	Jun 24 '24	Sale	428.42	1,057	452,840	687	Jun 24 04:53 PM
Snow Frederick Philip	Chief Executive Officer	Jun 03 '24	Option Exercise	164.90	3,000	494,700	15,915	Jun 03 04:15 PM
Snow Frederick Philip	Chief Executive Officer	Jun 03 '24	Sale	400.00	3,000	1,200,000	12,915	Jun 03 04:15 PM
Skoko Goran	EVP, Dealmakers & Wealth	May 15 '24	Sale	445.81	1,500	668,715	3,762	May 16 04:09 PM
Skoko Goran	EVP, Dealmakers & Wealth	May 10 '24	Option Exercise	189.98	6,215	1,180,726	11,477	May 10 05:02 PM
Skoko Goran	EVP, Dealmakers & Wealth	May 10 '24	Sale	436.40	6,215	2,712,195	5,262	May 10 05:02 PM
Robie Robert J.	EVP, Institutional Buyside	May 06 '24	Option Exercise	234.63	3,466	813,223	5,821	May 06 05:04 PM
Robie Robert J.	EVP, Institutional Buyside	May 06 '24	Sale	431.48	4,336	1,870,897	1,485	May 06 05:04 PM
Skoko Goran	EVP, Dealmakers & Wealth	May 03 '24	Option Exercise	152.28	4,106	625,262	9,368	May 06 05:03 PM
Skoko Goran	EVP, Dealmakers & Wealth	May 03 '24	Sale	428.57	4,106	1,759,710	5,262	May 06 05:03 PM
Shan Helen L.	EVP, Chief Revenue Officer	May 03 '24	Option Exercise	0.00	1,807	0	5,084	May 06 04:13 PM
Snow Frederick Philip	Chief Executive Officer	May 01 '24	Option Exercise	164.90	3,000	494,700	15,915	May 01 04:07 PM
Snow Frederick Philip	Chief Executive Officer	May 01 '24	Sale	415.26	3,000	1,245,780	12,915	May 01 04:07 PM
Moskoff Gregory T	MD,Controller and CAO	Apr 30 '24	Sale	419.50	330	138,435	72	Apr 30 04:50 PM
Snow Frederick Philip	Chief Executive Officer	Apr 01 '24	Option Exercise	164.90	3,000	494,700	15,915	Apr 01 05:10 PM
Snow Frederick Philip	Chief Executive Officer	Apr 01 '24	Sale	452.10	3,000	1,356,300	12,915	Apr 01 05:10 PM
Snow Frederick Philip	Chief Executive Officer	Mar 01 '24	Option Exercise	164.90	3,000	494,700	15,915	Mar 01 04:02 PM
Snow Frederick Philip	Chief Executive Officer	Mar 01 '24	Sale	461.55	3,000	1,384,650	12,915	Mar 01 04:02 PM
Stern Rachel Rebecca	EVP, Chief Legal Officer	Feb 02 '24	Option Exercise	221.88	9,247	2,051,724	11,297	Feb 05 03:30 PM
Stern Rachel Rebecca	EVP, Chief Legal Officer	Feb 02 '24	Sale	480.19	9,247	4,440,317	2,050	Feb 05 03:30 PM
Snow Frederick Philip	Chief Executive Officer	Feb 01 '24	Option Exercise	164.90	3,000	494,700	15,915	Feb 01 04:04 PM
Snow Frederick Philip	Chief Executive Officer	Feb 01 '24	Sale	476.02	3,000	1,428,060	12,915	Feb 01 04:04 PM
ABRAMS ROBIN ANN	Director	Jan 02 '24	Option Exercise	170.24	3,086	525,361	11,338	Jan 03 04:06 PM
Snow Frederick Philip	Chief Executive Officer	Jan 02 '24	Option Exercise	164.90	3,000	494,700	15,915	Jan 03 04:04 PM
Snow Frederick Philip	Chief Executive Officer	Jan 02 '24	Sale	450.50	3,000	1,351,500	12,915	Jan 03 04:04 PM
SIEGEL LAURIE	Director	Dec 28 '23	Option Exercise	197.75	1,500	296,625	2,095	Dec 29 04:09 PM
SIEGEL LAURIE	Director	Dec 28 '23	Sale	475.84	1,500	713,760	595	Dec 29 04:09 PM
Stepp Katherine M	Chief Technology Officer (CTO)	Dec 26 '23	Option Exercise	152.28	1,014	154,412	1,701	Dec 27 04:38 PM
Stepp Katherine M	Chief Technology Officer (CTO)	Dec 26 '23	Sale	469.25	1,014	475,820	687	Dec 27 04:38 PM
Stern Rachel Rebecca	EVP, Chief Legal Officer	Dec 21 '23	Option Exercise	189.98	6,215	1,180,726	8,265	Dec 26 04:08 PM
Stern Rachel Rebecca	EVP, Chief Legal Officer	Dec 21 '23	Sale	462.11	6,215	2,872,013	2,050	Dec 26 04:08 PM
Robie Robert J.	EVP, Institutional Buyside	Dec 21 '23	Option Exercise	202.15	4,519	913,504	6,874	Dec 26 04:06 PM
Robie Robert J.	EVP, Institutional Buyside	Dec 21 '23	Sale	461.30	4,519	2,084,633	2,355	Dec 26 04:06 PM
Ellis Christopher R	EVP, Initiatives & P'ships	Dec 20 '23	Option Exercise	131.31	9,291	1,220,001	32,724	Dec 21 06:02 PM
Ellis Christopher R	EVP, Initiatives & P'ships	Dec 20 '23	Sale	450.76	9,291	4,188,017	23,433	Dec 21 06:02 PM
Snow Frederick Philip	Chief Executive Officer	Dec 04 '23	Option Exercise	164.90	3,000	494,700	15,915	Dec 04 04:32 PM
Snow Frederick Philip	Chief Executive Officer	Dec 04 '23	Sale	452.79	3,000	1,358,370	12,915	Dec 04 04:32 PM
Stern Rachel Rebecca	EVP, Chief Legal Officer	Nov 13 '23	Option Exercise	152.28	6,339	965,303	8,389	Nov 13 04:22 PM
Stern Rachel Rebecca	EVP, Chief Legal Officer	Nov 13 '23	Sale	450.00	6,339	2,852,550	2,050	Nov 13 04:22 PM
Skoko Goran	EVP, Dealmakers & Wealth	Nov 13 '23	Option Exercise	152.28	3,500	532,980	8,762	Nov 13 04:19 PM
Skoko Goran	EVP, Dealmakers & Wealth	Nov 13 '23	Sale	450.68	3,500	1,577,380	5,262	Nov 13 04:19 PM
Karnovsky Kristina W	EVP, Chief Product Officer	Nov 03 '23	Option Exercise	159.82	1,371	219,111	2,210	Nov 03 08:13 PM
Karnovsky Kristina W	EVP, Chief Product Officer	Nov 03 '23	Sale	447.75	1,371	613,865	839	Nov 03 08:13 PM
Snow Frederick Philip	Chief Executive Officer	Nov 01 '23	Option Exercise	164.90	3,000	494,700	11,317	Nov 03 08:11 PM
Snow Frederick Philip	Chief Executive Officer	Nov 01 '23	Sale	433.78	3,000	1,301,340	8,317	Nov 03 08:11 PM

Dollar change +0.12
Percentage change 0.48	%

CECO Ceco Environmental Corp. daily Stock Chart

Peers: XYL IEX ITT HUBB DOV GTLS ALG TSE EPAC NNBR

| Held by: VTI IWM VXF IWO DWAS PRN VTWO FESM SCHA TSME

Index	RUT	P/E	71.44	EPS (ttm)	0.37	Insider Own	15.28%	Shs Outstand	34.84M	Perf Week	-1.03%
Market Cap	919.62M	Forward P/E	20.74	EPS next Y	1.27	Insider Trans	0.36%	Shs Float	29.62M	Perf Month	-6.25%
Income	13.20M	PEG	4.76	EPS next Q	0.20	Inst Own	75.33%	Short Float	5.64%	Perf Quarter	-12.38%
Sales	566.96M	P/S	1.62	EPS this Y	19.33%	Inst Trans	8.23%	Short Ratio	8.11	Perf Half Y	8.38%
Book/sh	6.73	P/B	3.91	EPS next Y	41.71%	ROA	2.24%	Short Interest	1.67M	Perf Year	70.04%
Cash/sh	1.06	P/C	24.92	EPS next 5Y	15.00%	ROE	5.78%	52W Range	15.27 - 31.55	Perf YTD	29.71%
Dividend Est.	-	P/FCF	22.19	EPS past 5Y	-	ROI	3.62%	52W High	-16.62%	Beta	1.32
Dividend TTM	-	Quick Ratio	1.17	Sales past 5Y	11.13%	Gross Margin	32.11%	52W Low	72.27%	ATR (14)	0.80
Dividend Ex-Date	Sep 14, 2017	Current Ratio	1.36	EPS Y/Y TTM	-18.18%	Oper. Margin	7.65%	RSI (14)	42.86	Volatility	2.98% 2.82%
Employees	1200	Debt/Eq	0.61	Sales Y/Y TTM	21.52%	Profit Margin	2.33%	Recom	1.00	Target Price	34.83
Option/Short	Yes / Yes	LT Debt/Eq	0.55	EPS Q/Q	16.51%	Payout	0.00%	Rel Volume	0.24	Prev Close	26.18
Sales Surprise	-4.05%	EPS Surprise	26.34%	Sales Q/Q	6.46%	Earnings	Oct 29 BMO	Avg Volume	206.08K	Price	26.31
SMA20	-3.56%	SMA50	-4.14%	SMA200	6.38%	Trades		Volume	8,170	Change	0.48%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-16-24	Reiterated	Needham	Buy	$26 → $34
Jan-17-24	Initiated	Northland Capital	Outperform	$26

Oct-16-24 07:20AM	Ceco Environmental upsizes credit facility to $400M (TipRanks)
Oct-15-24 07:15AM	CECO Environmental Upsizes Credit Facility to $400 Million (GlobeNewswire)
07:00AM	CECO Environmental to Release Third Quarter Earnings and Host Conference Call on October 29 (GlobeNewswire)
Oct-09-24 03:21PM	CECO Environmental Corp (CECO) Q2 2024 Earnings Call Highlights: Strong Financial Performance ... (GuruFocus.com)
Aug-19-24 07:00AM	CECO Environmental Announces Upcoming Investor Conferences (GlobeNewswire)
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Jul-30-24 08:15AM	CECO Environmental (CECO) Surpasses Q2 Earnings Estimates (Zacks) -6.33%
07:11AM	CECO: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	CECO Environmental Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-23-24 10:01AM	CECO Environmental (CECO) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-16-24 08:44AM	Do Options Traders Know Something About CECO Environmental (CECO) Stock We Don't? (Zacks)
07:00AM	CECO Environmental to Release Second Quarter Earnings and Host Conference Call on July 30 (GlobeNewswire)
May-13-24 07:00AM	CECO Environmental Announces Upcoming Investor Conferences (GlobeNewswire)
May-02-24 01:59PM	Hedge Fund and Insider Trading News: Simon Sadler, John Paulson, Bill Ackman, Alden Global Capital, Greenlight Capital, Citadel LLC, Point72 Asset Management, CECO Environmental Corp. (CECO), Liberty SiriusXM Group (LSXMA), and More (Insider Monkey)
Apr-30-24 11:16PM	Q1 2024 CECO Environmental Corp Earnings Call (Thomson Reuters StreetEvents) -14.85%
11:55AM	CECO Stock Earnings: CECO Environmental Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
08:37AM	Loading…
08:37AM	CECO Environmental Corp (CECO) Q1 2024 Earnings: Mixed Results Amidst Record Revenues (GuruFocus.com)
08:10AM	CECO Environmental (CECO) Q1 Earnings Meet Estimates (Zacks)
07:07AM	CECO: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	CECO Environmental Reports First Quarter 2024 Results (GlobeNewswire)
Apr-16-24 07:00AM	CECO Environmental to Release First Quarter Earnings and Host Conference Call on April 30 (GlobeNewswire)
Apr-08-24 02:46PM	7 Small-Cap Stocks for the Thinking Speculator (InvestorPlace)
Mar-12-24 05:34PM	11 Stocks Insiders are Buying Now (Insider Monkey)
Mar-11-24 07:00AM	Ceco Environmental to Participate in the 36th Annual Roth Conference on March 18 (GlobeNewswire)
Mar-07-24 12:00PM	CECO Environmental Corp. (NASDAQ:CECO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-06-24 01:43AM	Q4 2023 CECO Environmental Corp Earnings Call (Thomson Reuters StreetEvents) +7.12%
Mar-05-24 10:53AM	CECO Stock Earnings: CECO Environmental Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace) -17.90%
07:31AM	CECO Environmental Corp. Reports Record Revenues and Raises 2024 Guidance (GuruFocus.com)
07:22AM	CECO: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	CECO Environmental Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Feb-19-24 07:00AM	CECO Environmental to Release Fourth Quarter and Full Year 2023 Earnings and Host Conference Call on March 5, 2024 (GlobeNewswire)
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Jan-30-24 08:00AM	CECO Environmental Ranks #20 on Forbes' 2024 America's Most Successful Small-Cap Companies List (GlobeNewswire)
Jan-18-24 06:40AM	Small-Cap Surprises: 7 Undiscovered Growth Stocks Poised to Explode (InvestorPlace)
Jan-05-24 06:10AM	3 Growing Small-Cap Stocks to Invest in for 2024 (InvestorPlace)
Jan-04-24 07:00AM	CECO Environmental to Present at the 26th Annual Needham Growth Conference on January 17 (GlobeNewswire)
Nov-23-23 01:44PM	3 Infrastructure Stocks to Buy as They Build the Future (InvestorPlace)
06:45AM	20 Most Oxygen Friendly Cities in the US (Insider Monkey)
Nov-07-23 08:25AM	CECO Environmental (CECO) Tops Q3 Earnings and Revenue Estimates (Zacks) +10.93%
08:01AM	CECO Environmental Corp (CECO) Reports Record Revenue and Raises Full-Year 2023 Outlook (GuruFocus.com)
07:22AM	CECO: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	CECO ENVIRONMENTAL REPORTS THIRD QUARTER 2023 RESULTS (PR Newswire)
Nov-02-23 07:00AM	CECO ENVIRONMENTAL ANNOUNCES INVESTOR CONFERENCE SCHEDULE FOR NOVEMBER 2023 (PR Newswire)
Oct-27-23 04:06PM	TipRanks Perfect 10 List: These 2 Top-Rated Industrial Stocks Have What It Takes to Surge (TipRanks)
Oct-23-23 07:00AM	CECO ENVIRONMENTAL TO RELEASE THIRD QUARTER 2023 EARNINGS AND HOST CONFERENCE CALL ON NOVEMBER 7, 2023 (PR Newswire)
Oct-11-23 04:52PM	7 Small-Cap Stocks That Get the Nod from Wall Street (InvestorPlace)
Sep-13-23 06:30PM	Why Ceco Environmental Stock Topped the Market Today (Motley Fool) +9.41%
07:00AM	CECO Environmental Raises Full Year 2023 Outlook, Announces Acquisition of Kemco Systems, a Leader in Industrial Water Recycling and Energy Conservation Solutions (PR Newswire)
Sep-11-23 10:35AM	Are Options Traders Betting on a Big Move in CECO Environmental (CECO) Stock? (Zacks)
07:00AM	CECO Environmental Announces Appointment of Laurie A. Siegel to its Board of Directors (PR Newswire)
Sep-05-23 07:00AM	CECO ENVIRONMENTAL TO PRESENT AT THE LAKE STREET 7TH ANNUAL BEST IDEAS GROWTH CONFERENCE (PR Newswire)
Aug-14-23 07:00AM	CECO ENVIRONMENTAL TO PRESENT AT THE MIDWEST IDEAS CONFERENCE (PR Newswire)
Aug-08-23 03:14PM	Why Ceco Environmental Stock Is Soaring Today (Motley Fool) +24.02%
08:40AM	CECO Environmental (CECO) Q2 Earnings Lag Estimates (Zacks)
07:32AM	CECO: Q2 Earnings Snapshot (AP Finance)
07:00AM	CECO ENVIRONMENTAL REPORTS SECOND QUARTER 2023 RESULTS (PR Newswire)
Jul-25-23 07:00AM	CECO ENVIRONMENTAL TO RELEASE SECOND QUARTER 2023 EARNINGS AND HOST CONFERENCE CALL ON AUGUST 8, 2023 (PR Newswire)
Jul-05-23 07:00AM	CECO ENVIRONMENTAL ANNOUNCES INCLUSION IN RUSSELL 2000 INDEX (PR Newswire)
Jun-29-23 09:04AM	With 65% ownership of the shares, CECO Environmental Corp. (NASDAQ:CECO) is heavily dominated by institutional owners (Simply Wall St.)
Jun-15-23 08:24AM	Are Investors Undervaluing CECO Environmental Corp. (NASDAQ:CECO) By 49%? (Simply Wall St.)
Jun-12-23 08:44AM	Implied Volatility Surging for CECO Environmental (CECO) Stock Options (Zacks)
May-25-23 07:00AM	CECO ENVIRONMENTAL ANNOUNCES UPCOMING INVESTOR CONFERENCES (PR Newswire)
May-23-23 12:59PM	CECO Environmental (NASDAQ:CECO) shareholders have earned a 33% CAGR over the last three years (Simply Wall St.)
May-16-23 01:02PM	Top Industrial Stocks for May 2023 (Investopedia)
May-12-23 08:56AM	Best Value Stocks to Buy for May 12th (Zacks)
07:02AM	New Strong Buy Stocks for May 12th (Zacks)
May-11-23 11:40AM	CECO or CWST: Which Is the Better Value Stock Right Now? (Zacks)
May-09-23 08:15AM	CECO Environmental (CECO) Q1 Earnings Meet Estimates (Zacks)
07:16AM	CECO: Q1 Earnings Snapshot (AP Finance)
07:00AM	CECO ENVIRONMENTAL REPORTS FIRST QUARTER 2023 RESULTS (PR Newswire)
May-04-23 12:03PM	When Should You Buy CECO Environmental Corp. (NASDAQ:CECO)? (Simply Wall St.)
Apr-24-23 07:00AM	CECO ENVIRONMENTAL TO RELEASE FIRST QUARTER EARNINGS AND HOST CONFERENCE CALL ON MAY 9 (PR Newswire)
Apr-11-23 11:28AM	Investors Will Want CECO Environmental's (NASDAQ:CECO) Growth In ROCE To Persist (Simply Wall St.)
Apr-06-23 04:11PM	Top Industrial Stocks for April 2023 (Investopedia)
Apr-03-23 11:49AM	CECO Environment Acquires Houston-Based Transcend Solutions To Expand Filtration Capabilities (Benzinga)
07:00AM	CECO Environmental Expands Filtration Capabilities with Acquisition of Houston-Based Transcend Solutions (PR Newswire)
Mar-29-23 05:50PM	CECO Environmental (CECO) Stock Sinks As Market Gains: What You Should Know (Zacks)
Mar-28-23 07:35AM	Is CECO Environmental Corp.'s (NASDAQ:CECO) Recent Stock Performance Influenced By Its Fundamentals In Any Way? (Simply Wall St.)
Mar-22-23 05:50PM	CECO Environmental (CECO) Dips More Than Broader Markets: What You Should Know (Zacks)
Mar-17-23 09:30AM	CECO (CECO) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
Mar-14-23 07:31AM	New Strong Sell Stocks for March 14th (Zacks)
Mar-13-23 11:52AM	CECO Environmental Corp. (NASDAQ:CECO) Q4 2022 Earnings Call Transcript (Insider Monkey) -5.01%
Mar-10-23 05:12AM	The Independent Director of CECO Environmental Corp. (NASDAQ:CECO), Richard Wallman, Just Bought 7.0% More Shares (Simply Wall St.)
Mar-08-23 11:40AM	CECO vs. CWST: Which Stock Is the Better Value Option? (Zacks)
08:00AM	Hot Stocks And Hot Wings Serve Up Spicy Breakouts And Buy Zones (Investor's Business Daily)
Mar-07-23 01:12AM	Q4 2022 CECO Environmental Corp Earnings Call (Thomson Reuters StreetEvents)
Mar-06-23 07:00AM	CECO ENVIRONMENTAL REPORTS FOURTH QUARTER AND FULL YEAR 2022 RESULTS (PR Newswire) -6.55%
Mar-02-23 05:50PM	CECO Environmental (CECO) Gains But Lags Market: What You Should Know (Zacks)
07:00AM	CECO ENVIRONMENTAL TO PARTICIPATE IN THE 35th ANNUAL ROTH CONFERENCE (PR Newswire)
Feb-28-23 10:10AM	What's in Store for CECO Environmental (CECO) in Q4 Earnings? (Zacks) +6.25%
09:15AM	CECO Environmental Corp. (CECO) Hits Fresh High: Is There Still Room to Run? (Zacks)
Feb-24-23 05:45PM	CECO Environmental (CECO) Stock Moves -0.81%: What You Should Know (Zacks)
09:40AM	Are Industrial Products Stocks Lagging CECO Environmental (CECO) This Year? (Zacks)
Feb-22-23 05:50PM	CECO Environmental (CECO) Gains As Market Dips: What You Should Know (Zacks)
Feb-21-23 07:00AM	CECO ENVIRONMENTAL TO RELEASE FOURTH QUARTER AND FULL YEAR 2022 EARNINGS AND HOST CONFERENCE CALL ON MARCH 6 (PR Newswire)
Feb-20-23 11:40AM	CECO or CWST: Which Is the Better Value Stock Right Now? (Zacks)
Feb-16-23 05:45PM	CECO Environmental (CECO) Dips More Than Broader Markets: What You Should Know (Zacks)
Feb-15-23 12:23PM	Strategic Thinking for a Difficult Market (TheStreet.com)
Feb-09-23 05:45PM	CECO Environmental (CECO) Dips More Than Broader Markets: What You Should Know (Zacks)
11:53AM	Shark School of Trading: Updating a Winner and a Stock With a Similar Setup (TheStreet.com)
Feb-08-23 05:50PM	CECO Environmental (CECO) Stock Moves -0.61%: What You Should Know (Zacks)
09:40AM	Is CECO Environmental (CECO) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)

CECO Environmental Corp. engages in the provision of engineering technology and solutions. It offers services in the field of environment, energy, fluid handling, and filtration. The firm operates through the following segments: Energy Solutions, Industrial Solutions and Fluid Handling Solutions. The Energy Solutions segment improves air quality and solves fluid handling needs with market engineered, and customized solutions for the power generation, oil and gas, and petrochemical industries. The Industrial Solutions segment serves the industrial pollution control market. The Fluid Handling Solutions segment provides pump and filtration solutions that maintain safe and clean operations in some of the most harsh and toxic environments. The company was founded by Phillip DeZwirek in 1966 and is headquartered in Addison, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WALLMAN RICHARD F	Director	Aug 30 '24	Buy	28.77	10,000	287,722	62,000	Sep 03 11:54 AM
WALLMAN RICHARD F	Director	May 21 '24	Buy	24.50	4,000	98,000	205,319	May 22 11:44 AM
WALLMAN RICHARD F	Director	May 01 '24	Buy	21.95	5,000	109,749	191,853	May 02 08:12 AM
SIEGEL LAURIE	Director	Mar 06 '24	Buy	19.87	2,500	49,664	7,906	Mar 08 09:29 AM
WALLMAN RICHARD F	Director	Mar 06 '24	Buy	19.78	50,000	989,195	185,853	Mar 08 09:28 AM
Gleason Todd R	Chief Executive Officer	Dec 21 '23	Sale	21.11	14,500	306,088	184,965	Dec 26 09:28 AM

Open in Screener

LUMN

Lumen Technologies Inc

Oct 23 • 10:17AM ET

6.18

Dollar change +0.05
Percentage change 0.90	%

Communication Services • Telecom Services • USA • NYSE

LUMN Lumen Technologies Inc daily Stock Chart

Peers: VZ T CMCSA CHTR ATUS GOGO VZIO CNSL SBGI WOW

| Held by: IJR VTI VB IWM VBR SKYY VXF FNDX IJS IWN

Index	RUT	P/E	-	EPS (ttm)	-2.10	Insider Own	7.90%	Shs Outstand	1.01B	Perf Week	-0.88%
Market Cap	6.29B	Forward P/E	-	EPS next Y	-0.46	Insider Trans	0.96%	Shs Float	936.50M	Perf Month	-13.98%
Income	-2065.00M	PEG	-	EPS next Q	-0.09	Inst Own	65.02%	Short Float	6.53%	Perf Quarter	277.13%
Sales	13.72B	P/S	0.46	EPS this Y	-257.97%	Inst Trans	-2.97%	Short Ratio	1.61	Perf Half Y	379.46%
Book/sh	0.46	P/B	13.49	EPS next Y	-44.33%	ROA	-5.98%	Short Interest	61.16M	Perf Year	375.77%
Cash/sh	1.47	P/C	4.20	EPS next 5Y	-2.00%	ROE	-150.18%	52W Range	0.78 - 7.83	Perf YTD	237.98%
Dividend Est.	-	P/FCF	0.70	EPS past 5Y	-45.15%	ROI	-10.94%	52W High	-21.01%	Beta	1.18
Dividend TTM	-	Quick Ratio	0.90	Sales past 5Y	-8.97%	Gross Margin	27.90%	52W Low	692.85%	ATR (14)	0.48
Dividend Ex-Date	Aug 29, 2022	Current Ratio	0.95	EPS Y/Y TTM	80.70%	Oper. Margin	4.19%	RSI (14)	47.99	Volatility	10.12% 6.90%
Employees	28000	Debt/Eq	40.52	Sales Y/Y TTM	-12.01%	Profit Margin	-15.06%	Recom	3.33	Target Price	4.62
Option/Short	Yes / Yes	LT Debt/Eq	39.51	EPS Q/Q	99.44%	Payout	-	Rel Volume	0.51	Prev Close	6.13
Sales Surprise	0.69%	EPS Surprise	-147.15%	Sales Q/Q	-10.73%	Earnings	Nov 05 AMC	Avg Volume	38.00M	Price	6.18
SMA20	-4.95%	SMA50	0.12%	SMA200	125.57%	Trades		Volume	3,196,487	Change	0.90%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-16-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$1.75 → $4
Aug-07-24	Upgrade	JP Morgan	Underweight → Neutral
Aug-07-24	Upgrade	Goldman	Sell → Neutral	$1 → $4
Aug-06-24	Upgrade	Citigroup	Sell → Neutral	$1.25 → $3.15
Jul-01-24	Initiated	Goldman	Sell	$1
Jun-06-23	Upgrade	Raymond James	Underperform → Mkt Perform
Feb-08-23	Downgrade	Citigroup	Neutral → Sell	$6.25 → $3.50
Dec-06-22	Resumed	Goldman	Neutral	$6
Oct-05-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$8
Aug-05-22	Resumed	JP Morgan	Underweight	$10
Nov-04-21	Upgrade	Citigroup	Sell → Neutral	$13
May-20-21	Downgrade	Oppenheimer	Outperform → Perform
Jan-28-21	Downgrade	Morgan Stanley	Equal-Weight → Underweight
Nov-05-20	Upgrade	Oppenheimer	Perform → Outperform	$15

Show Previous Ratings

Today 09:46AM	Heres What Resulted In a Massive Rerating Of Lumen Technologies (LUMN) Debt And Equity (Insider Monkey)
03:31AM	Lumen Technologies, Inc. (LUMN) Partners with Meta to Expand AI Network Capacity, Analyst Sees Limited Stock Impact (Insider Monkey)
Oct-22-24 07:33PM	Analyst revises Meta stock price target ahead of earnings (TheStreet) -6.70%
Oct-21-24 08:00PM	Better AI Stock: Microsoft vs. Lumen Technologies (Motley Fool)
04:47PM	Raymond James: Lumen's AI Partnership with Meta Unlikely to Move Stock (GuruFocus.com)
03:37PM	Loading…
03:37PM	Lumen, Meta announce new network partnership (Yahoo Finance Video)
02:50PM	Why Lumen Stock Is Falling After Surging Early in Today's Trading (Motley Fool)
01:29PM	AI Game-Changer? Lumen Surge 10% After Strategic Deal with Meta (GuruFocus.com)
10:11AM	Lumen And Meta Join Forces To Boost AI With Flexible, On-Demand Network Solutions (Benzinga)
09:20AM	Lumen stock jumps on Meta AI partnership (Investing.com)
08:34AM	Lumen and Meta Partner to Drive AI Network Expansion (PR Newswire)
Oct-18-24 08:34PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research) +9.06%
01:01PM	State Street Corp's Strategic Reduction in Lumen Technologies Inc Holdings (GuruFocus.com)
Oct-14-24 07:36PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research)
Oct-11-24 12:19PM	US lawmakers seek answers from telecoms on Chinese hacking report (Reuters)
07:10AM	Loading…
Oct-10-24 07:10AM	Where Will Artificial Intelligence (AI) Up-and-Comer Lumen Be in 5 Years? (Motley Fool)
Oct-08-24 08:23AM	How Lumen Technologies Stock Gained 35% Last Month (Motley Fool)
Oct-07-24 04:05PM	Lumen Technologies sets third quarter 2024 earnings call date (PR Newswire) -8.11%
Oct-06-24 02:30PM	Where Will Lumen Technologies Stock Be in 1 Year? (Motley Fool)
02:44AM	Chinese hackers breached US court wiretap systems, WSJ reports (Reuters)
Oct-05-24 12:12AM	U.S. Wiretap Systems Targeted in China-Linked Hack (The Wall Street Journal)
Oct-04-24 04:50AM	Up More Than 540% in Just 3 Months, Can Lumen Technologies Stock Still Go Higher? (Motley Fool)
Sep-26-24 03:47PM	Is Lumen Technologies Inc. (LUMN) the Best Performing Small-Cap Stock in 2024? (Insider Monkey)
Sep-22-24 01:27AM	Lumen Technologies, Inc. (LUMN): Among Goldman Sachs Unsexy AI Stock Picks (Insider Monkey)
Sep-19-24 07:01PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research) +5.02%
Sep-17-24 09:05AM	Lumen Announces Early Tender Results of Exchange Offers for Unsecured Notes of Lumen and Level 3 (PR Newswire)
Sep-12-24 07:23PM	Why Lumen Stock Soared Today (Motley Fool) +10.11%
Sep-10-24 04:12PM	Lumen Technologies Bets on AI Deals to Turn Its Finances Around (The Wall Street Journal) -5.63%
Sep-06-24 11:12AM	Verizon Is Buying Frontier. This Stock Could Be the Next Target. (Barrons.com) +6.18%
Sep-03-24 04:55PM	Lumen Announces Exchange Offers for Unsecured Notes of Lumen and Level 3 (PR Newswire) -10.29% +14.23%
04:22PM	Loading…
04:22PM	Why Lumen Technologies Plunged Today (Motley Fool)
07:00AM	Shorts Are Circling Some of the AI Booms Biggest Question Marks (Bloomberg)
Aug-30-24 04:05AM	Forget Nvidia: Could This Be the Most Underrated AI Stock to Buy Right Now? (Motley Fool)
Aug-29-24 01:10PM	Most-Hated Credit Trade Turns Into a Big Winner for Hedge Funds (Bloomberg)
Aug-28-24 03:04PM	Jim Cramer Says Lumen Technologies Inc. (LUMN) Has Been Dramatic and Steep (Insider Monkey)
08:00AM	One Major Stock Smokes Nvidia And You Probably Don't Own It Yet (Investor's Business Daily)
07:15AM	Chinese hackers target US internet companies (Verdict)
05:25AM	Lumen Technologies Stock Is Up Nearly 500% in Less Than 2 Months. Time to Buy? (Motley Fool)
Aug-27-24 07:33PM	Chinese Hackers Breach US, India Internet Firms, Lumen Says (Bloomberg) -14.54%
05:50PM	Why Lumen Stock Plummeted Today (Motley Fool)
03:39PM	Lumen stock sliding as Kerrisdale Capital takes short position (Yahoo Finance Video)
12:38PM	Chinese hackers exploited bug to compromise internet companies, cybersecurity firm says (Reuters)
Aug-25-24 05:35AM	3 Tech Stocks With More Potential Than Any Cryptocurrency (Motley Fool)
02:56AM	Here's What Jim Cramer is Saying About These 10 Stocks (Insider Monkey)
Aug-22-24 10:50AM	Lumen (LUMN) to Transform Network Inventory With Blue Planet (Zacks)
Aug-21-24 10:42AM	Lumen (LUMN) Stock Soars 236% YTD: Will the Rally Continue? (Zacks)
09:00AM	Lumen Selects Blue Planet to Underpin its Network Inventory Transformation Program (Business Wire)
Aug-19-24 04:15PM	Lumen Technologies to Present at the Goldman Sachs Communacopia + Technology Conference (PR Newswire) +6.77%
08:38AM	Lumen (LUMN) Secures 3-Year Connectivity Deal in New Mexico (Zacks)
Aug-15-24 08:48AM	New Mexico Statewide Education Network picks Lumen to connect K-12 public schools (PR Newswire)
Aug-14-24 02:00AM	Bucking the Trend: 3 Stocks That Zoomed While the Market Crashed (InvestorPlace) +12.97%
Aug-13-24 04:15PM	Lumen Technologies to Present at the BofA Securities 2024 Media, Communications & Entertainment Conference (PR Newswire) +7.97%
01:11PM	7 Russell 2000 Stocks to Sell in August Before They Crash & Burn (InvestorPlace)
07:35AM	The 3 Best Fiber Providers to Buy After Lumens Huge Rally (InvestorPlace)
Aug-09-24 01:17PM	Why Lumen Technologies Rocketed 75% This Week (Motley Fool)
09:10AM	Lumen Stock Is an AI Rocket. Is It the Next Super Micro? (Barrons.com)
Aug-08-24 07:49PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research) -18.85%
06:04PM	Mortgage rates, Lumen CEO, Good Buy or Goodbye: Market Domination (Yahoo Finance Video)
05:15PM	AI investments are multi-decade plans: Lumen CEO (Yahoo Finance Video)
04:34PM	Lumen to build 'critical infrastructure for decades': CEO (Yahoo Finance Video)
Aug-07-24 08:01PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research) +32.60%
07:29PM	Lumen is an AI Rocket. Is it the Next Super Micro? (Barrons.com)
06:33PM	Analysts reboot Lumen stock price target after earnings (TheStreet)
06:05PM	Why Lumen Stock Skyrocketed Again Today (Motley Fool)
04:30PM	These Stocks Moved the Most Today: Super Micro, Lumen, Airbnb, Shopify, Sunrun, Upstart, Fortinet, Disney, Novo Nordisk, and More (Barrons.com)
02:50PM	Lumen Technologies shares extend AI-fueled surge after rosy cash-flow outlook (Reuters)
02:02PM	Q2 2024 Lumen Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
01:57PM	Lumen Technologies Debt Rallies After Stock Jump, AI Demand (Bloomberg)
12:31PM	Top Stock Movers Now: Fortinet, Axon Enterprise, Airbnb, and more (Investopedia)
12:20PM	Lumen Technologies Stock Soars Again on AI Enthusiasm (Investopedia)
12:12PM	These Stocks Are Moving the Most Today: Super Micro, Lumen, Airbnb, Shopify, Sunrun, Upstart, Fortinet, Disney, Novo Nordisk, and More (Barrons.com)
10:39AM	Lumen Skyrocketed on a Boost From Orders. Why These Telecom Stocks Could Jump as High. (Barrons.com)
07:54AM	Lumen's (LUMN) Q2 Loss Wider Than Expected, Revenues Down Y/Y (Zacks)
05:14AM	Lumen Technologies Stock Jumped 93%. 3 Reasons Why. (Barrons.com)
04:25AM	Better AI Stock: Lumen Technologies vs. Broadcom (Motley Fool)
Aug-06-24 11:00PM	Lumen Technologies (LUMN) Q2 2024 Earnings Call Transcript (Motley Fool) +93.05%
08:00PM	Lumen (LUMN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:18PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research)
06:17PM	Stocks rebound, Reddit posts Q2 earnings: Asking for a Trend (Yahoo Finance Video)
06:14PM	Lumen Technologies Extends Record Rally on AI Hopes (Bloomberg)
06:04PM	Recession outlook, tech trade, Zoetis CFO: Market Domination (Yahoo Finance Video)
05:28PM	Instacart, Reddit, Lumen Technologies: After-hours movers (Yahoo Finance Video)
04:02PM	Lumen secures $5B in new business amid AI boom (Yahoo Finance Video)
04:01PM	Lumen Technologies reports second quarter 2024 results (PR Newswire)
03:55PM	Why Lumen Technologies Stock Is Skyrocketing Today (Motley Fool)
12:55PM	Top Stock Movers Now: Kenvue, Uber, Palantir, and More (Investopedia)
10:09AM	Lumen Technologies Gets $5 Billion in New Business on AI Boom (Investopedia)
09:14AM	Lumen (LUMN) Gains $5B in New Deals on Connectivity Demand (Zacks)
Aug-05-24 07:18PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research) -15.64%
04:13PM	Lumen secures deals worth $5 billion on AI driven demand for connectivity (Reuters)
04:10PM	AI Demand Drives $5 Billion in New Business and Massive Expansion of the Internet (PR Newswire)
09:16AM	Lumen (LUMN) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Aug-02-24 11:08AM	Lumen (LUMN), Corning Ink Fiber-Optic Cable Supply Agreement (Zacks) -7.53%
09:19AM	What to Expect Ahead of Lumen's (LUMN) Q2 Earnings Release (Zacks)
Aug-01-24 07:07PM	Lumen Technologies Stock Went to the Moon This Week. Here's Why (Motley Fool) +5.40%
04:55PM	Why Lumen Stock Skyrocketed Again Today but Then Lost Most of Its Gains (Motley Fool)
11:04AM	Corning and Lumen Reach Supply Agreement on Next-Generation Fiber-Optic Cable to Support Data Center AI Demands (PR Newswire)
Jul-31-24 07:23PM	Analyst Report: Lumen Technologies, Inc. (Morningstar Research) +17.98%
04:07PM	Lumen Technologies Shares Surge to Best Month Ever Amid AI Frenzy (Bloomberg)
09:15AM	Lumen Technologies to Present at the Citi Global Technology, Media and Telecom Conference (PR Newswire)

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the following segments: Business and Mass Markets. Business segment provides products and services under four sales channels to enterprise and commercial customers. Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fowler James	Director	Sep 03 '24	Buy	4.70	10,000	46,990	384,056	Sep 03 06:16 PM
GOFF STACEY W	INSIDER	Aug 08 '24	Proposed Sale	6.36	374,492	2,381,769		Aug 08 05:30 PM
GOFF STACEY W	Officer	Aug 08 '24	Proposed Sale	6.36	71,025	451,719		Aug 08 04:42 PM
Johnson Kathleen E	President & CEO	May 02 '24	Buy	1.28	750,000	959,850	7,756,290	May 03 08:18 AM
SIEGEL LAURIE	Director	Mar 01 '24	Buy	1.60	30,000	47,997	30,000	Mar 05 05:13 PM
GLENN T MICHAEL	Director	Feb 26 '24	Buy	1.47	50,000	73,300	272,019	Feb 27 04:52 PM
Fowler James	Director	Feb 13 '24	Buy	1.68	33,500	56,428	216,538	Feb 14 04:46 PM
Fowler James	Director	Feb 09 '24	Buy	1.50	30,000	45,000	183,038	Feb 12 05:39 PM
Fowler James	Director	Nov 07 '23	Buy	1.40	70,000	97,916	153,038	Nov 07 05:20 PM
Stansbury Christopher	EVP and CFO	Nov 03 '23	Buy	1.10	500,000	549,450	500,000	Nov 03 06:07 PM
Johnson Kathleen E	President & CEO	Nov 02 '23	Buy	0.97	1,000,000	970,000	5,148,592	Nov 03 04:33 PM

FDS

Factset Research Systems Inc.

CECO

Ceco Environmental Corp.

LUMN

Lumen Technologies Inc

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