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HSCS

HeartSciences Inc

Aug 05 • 04:00PM ET

3.61

Dollar change +0.31
Percentage change 9.39	%

Healthcare • Medical Devices • USA • NASD

Peers: JNJ ABT BAX MDT SYK BSX TMO EW RMD ZBH

| Held by: VXF

Index	-	P/E	-	EPS (ttm)	-9.36	Insider Own	9.41%	Shs Outstand	1.93M	Perf Week	1.69%
Market Cap	8.10M	Forward P/E	-	EPS next Y	-3.71	Insider Trans	-2.05%	Shs Float	1.75M	Perf Month	-4.75%
Enterprise Value	9.99M	PEG	-	EPS next Q	-1.72	Inst Own	1.21%	Short Float	11.22%	Perf Quarter	4.31%
Income	-8.77M	P/S	-	EPS this Y	41.00%	Inst Trans	3.65%	Short Ratio	1.88	Perf Half Y	12.81%
Sales	0.00M	P/B	19.73	EPS next Y	31.42%	ROA	-127.72%	Short Interest	0.20M	Perf YTD	-5.50%
Book/sh	0.18	P/C	7.36	EPS next 5Y	-	ROE	-233.04%	52W High	6.47 -44.20%	Perf Year	-7.20%
Cash/sh	0.49	P/FCF	-	EPS past 3/5Y	-73.91% 27.73%	ROIC	-1686.60%	52W Low	2.36 52.97%	Perf 3Y	-97.59%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-32.86% -41.63%	Gross Margin	-2884.74%	Volatility	13.40% 15.55%	Perf 5Y	-
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	73.25%	Oper. Margin	-192013.13%	ATR (14)	0.45	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.33	Sales Y/Y TTM	-76.61%	Profit Margin	-201499.52%	RSI (14)	48.24	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.51	EPS Q/Q	31.09%	SMA20	-7.11%	Beta	2.50	Target Price	12.00
Payout	-	Debt/Eq	14.24	Sales Q/Q	-	SMA50	-5.05%	Rel Volume	5.48	Prev Close	3.30
Employees	15	LT Debt/Eq	1.48	Earnings	Jul 02	SMA200	4.85%	Avg Volume	104.31K	Price	3.61
IPO	Jun 15, 2022	Option/Short	No / Yes	EPS/Sales Surpr.	-4.49% -	Trades		Volume	530,171	Change	9.39%

Jul-24-25 04:15PM	HeartSciences Provides Business Update and Reports Fiscal 2025 Financial Results (GlobeNewswire)
Jun-05-25 09:06AM	HeartSciences recesives FDA BDD for Aortic Stenosis ECG algorithm (TipRanks) -5.03%
Jun-04-25 09:00AM	HeartSciences Receives FDA Breakthrough Device Designation for MyoVista Insights AI-ECG Algorithm for Detecting Aortic Stenosis (GlobeNewswire)
Jun-03-25 09:00AM	Foundational US Patent Granted for ECG Assessment of Heart Function, Further Expands HeartSciences' Patent Portfolio and IP Value (GlobeNewswire) +6.78%
May-30-25 09:05AM	HeartSciences signs first MyoVista Insights platform customer (TipRanks)
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May-29-25 09:00AM	HeartSciences Signs First MyoVista Insights Platform Customer, Marking Major Commercial Milestone (GlobeNewswire)
May-20-25 09:00AM	HeartSciences' CEO Andrew Simpson to Present at Emerging Growth Conference 82 on Wednesday, May 21, 2025 (GlobeNewswire) +21.68%
07:00AM	Presenting on Emerging Growth Conference 82 Day 1 on May 21; Register to live stream (GlobeNewswire)
May-08-25 09:00AM	HeartSciences to Host Investor Webinar and Q&A on Wednesday May 14, 2025 - Featuring CEO Andrew Simpson (GlobeNewswire)
May-07-25 09:00AM	HeartSciences Adds Prominent Key Advisors to its Scientific Advisory Board (GlobeNewswire)
May-01-25 09:00AM	HeartSciences Announces Launch of MyoVista Insights Platform and Related Early Adopter Program (GlobeNewswire)
Mar-13-25 04:15PM	HeartSciences Provides Business Update and Reports Third Quarter Fiscal 2025 Financial Results (GlobeNewswire)
Mar-10-25 09:00AM	HeartSciences Inc. Engages Integrous Communications to Enhance Investor Communications (GlobeNewswire)
Dec-16-24 04:15PM	HeartSciences Provides Business Update and Reports Second Quarter Fiscal 2025 Financial Results (GlobeNewswire)
Nov-13-24 09:00AM	HeartSciences' AI-ECG Algorithms Assigned CMS Medicare and Medicaid Reimbursement (GlobeNewswire)
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Oct-14-24 04:15PM	HeartSciences to Participate in the 2024 Maxim Healthcare Virtual Summit (GlobeNewswire) +5.92% -5.03%
Sep-12-24 04:15PM	HeartSciences Provides Business Update and Reports First Quarter Fiscal 2025 Financial Results (GlobeNewswire) +8.96%
09:00AM	HeartSciences Closes Non-Dilutive Financing to Increase its Cash Runaway Ahead of Upcoming FDA Submission (GlobeNewswire)
Jul-29-24 04:05PM	HeartSciences Provides Business Update and Reports Fiscal 2024 Financial Results (GlobeNewswire) -10.26% -6.81%
Jul-26-24 09:00AM	Innovation Value Institute Analysis Demonstrates HeartSciences' MyoVista wavECG Potential to Improve Cardiovascular Pathway Efficiency (GlobeNewswire) +22.13%
Jul-25-24 08:30AM	HeartSciences Selected to Demonstrate MyoVista wavECG at the United Nations General Assembly Digital Health Symposium as a Technology to Radically Transform Healthcare (GlobeNewswire)
Jul-11-24 09:00AM	HeartSciences Announces Allowance of U.S Patent for AI-ECG Assessment of Left Ventricular and Right Ventricular Heart Dysfunction (GlobeNewswire) -8.60%
Jun-04-24 04:15PM	HeartSciences Regains Compliance with Nasdaq Listing Requirements (GlobeNewswire) -9.49% +7.77%
May-20-24 09:00AM	HeartSciences Announces Further Internationalization of its AI-ECG Patent Portfolio (GlobeNewswire) -15.64%
May-13-24 07:23AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday (InvestorPlace) -19.77%
Apr-24-24 09:00AM	HeartSciences Announces Grant of Fundamental Patent by the European Patent Office Covering Assessment of Diastolic Function of the Heart Using AI-ECG (GlobeNewswire) +9.10%
Apr-02-24 04:15PM	HeartSciences to Present at the LD Micro Invitational XIV Conference (GlobeNewswire) -6.09%
Mar-26-24 09:00AM	HeartSciences Announces Podium Presentation at World Congress of Anesthesiologists on the Utility of MyoVista Wavelet ECG For Detection of Left Ventricular Diastolic Dysfunction in Preoperative Patients (GlobeNewswire)
Mar-14-24 09:54PM	HSCS Stock Earnings: Heart Test Laboratories Beats EPS for Q3 2024 (InvestorPlace) +5.75%
04:15PM	HeartSciences Reports Third Quarter Fiscal 2024 Financial Results (GlobeNewswire)
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Mar-12-24 09:00AM	HeartSciences' Announces Peer-Reviewed Publication Evaluating Use of MyoVista Technology to Detect Asymptomatic Left Ventricular Dysfunction in Patients with Type 2 Diabetes (GlobeNewswire)
Mar-06-24 09:20AM	Why Is Heart Test Laboratories (HSCS) Stock Down 21% Today? (InvestorPlace) -27.41%
09:00AM	HeartSciences Announces Canada Patent Grant Covering MyoVista Wavelet Technology (GlobeNewswire)
Feb-26-24 09:00AM	HeartSciences Adds Key Advisor to its Scientific Advisory Board (GlobeNewswire)
Feb-12-24 09:00AM	HeartSciences Expands its Scientific Advisory Board (GlobeNewswire)
Feb-01-24 09:00AM	HeartSciences Appoints New Scientific Advisory Board Member (GlobeNewswire) -5.87%
Jan-18-24 08:00AM	HeartSciences Announces Results and Adjournment of Annual Shareholder Meeting (GlobeNewswire) -17.05%
Jan-03-24 04:15PM	HeartSciences Reminds Stockholders to Vote at the Upcoming Annual Shareholder Meeting (GlobeNewswire) -6.31%
Dec-18-23 11:52AM	HSCS Stock Earnings: Heart Test Laboratories Misses EPS for Q2 2024 (InvestorPlace) -8.24%
Dec-14-23 04:15PM	HeartSciences Reports Second Quarter Fiscal 2024 Financial Results (GlobeNewswire) +12.09%
Dec-05-23 08:00AM	HeartSciences Receives FDA Confirmation for 510(k) Clearance Pathway (GlobeNewswire)
Nov-20-23 08:00AM	HeartSciences Announces Closing of License Agreements with the Icahn School of Medicine at Mount Sinai to Develop and Commercialize AI Cardiovascular Algorithms (GlobeNewswire) +11.65%
Nov-15-23 08:07AM	Why Is Heart Test Laboratories (HSCS) Stock Up 43% Today? (InvestorPlace) -16.62%
Nov-13-23 08:45AM	HeartSciences' MyoVista wavECGTM Selected for Heart Screening of Irish Garda National Police Officers (GlobeNewswire)
Nov-08-23 07:54AM	Why Is Heart Test Laboratories (HSCS) Stock Up 298% Today? (InvestorPlace) +53.38%
Oct-19-23 09:00AM	HeartSciences Issues Investor Update Highlighting Recent Key Achievements and Positive Developments (GlobeNewswire)
Sep-26-23 08:00AM	HeartSciences Receives Two New Patent Allowances, Expanding its International Patent Portfolio (GlobeNewswire)
Sep-25-23 08:00AM	HeartSciences to Participate in the Maxim Group Virtual Tech Conference Series: Emerging Growth in A.I. (GlobeNewswire) -6.57%
Sep-21-23 08:00AM	HeartSciences Signs Definitive Agreements with the Icahn School of Medicine at Mount Sinai to Commercialize Artificial Intelligence Cardiovascular Algorithms (GlobeNewswire)
Sep-14-23 04:15PM	HeartSciences Reports First Quarter Fiscal 2024 Financial Results (GlobeNewswire)
Sep-12-23 04:15PM	HeartSciences to Present at the Gilmartin Group Emerging Growth Showcase (GlobeNewswire)
Sep-11-23 04:15PM	HeartSciences Named Electrocardiography Advancement Specialists of the Year 2023 - USA in the Global Health & Pharma Excellence Awards (GlobeNewswire)
Sep-07-23 09:00AM	HeartSciences Signs Distribution Agreement with MedPhy Technologies, Mumbai, India (GlobeNewswire)
Aug-31-23 09:00AM	HeartSciences Signs Distribution Agreement with FJ Medical, Denmark (GlobeNewswire)
Aug-24-23 09:00AM	HeartSciences MyoVista® wavECGTM Selected to be used in Irish Heart Screening Evaluation (GlobeNewswire)
Aug-17-23 10:36AM	EXCLUSIVE: HeartSciences Announces Expansion of Artificial Intelligence Patent Portfolio (Benzinga)
09:00AM	HeartSciences Announces Further Expansion of Artificial Intelligence (AI) Patent Portfolio (GlobeNewswire)
Jul-27-23 09:00AM	MyoVista wavECG goes into clinical use at the Naya Imaging Center in Denmark (GlobeNewswire)
Jul-19-23 09:00AM	HeartSciences Provides Business Update and Reports Fiscal 2023 Financial Results (GlobeNewswire) -5.26%
May-17-23 08:00AM	HeartSciences Named as a Top 10 Healthcare Artificial Intelligence Solutions Provider 2023 by Healthcare Tech Outlook Magazine (GlobeNewswire)
May-09-23 08:15AM	HeartSciences Announces Completion of Patient Enrollment for FDA Pivotal Study of MyoVista wavECG (GlobeNewswire)
May-08-23 08:15AM	HeartSciences to Participate at the Inaugural EF Hutton Global Conference (GlobeNewswire)
May-02-23 08:15AM	HeartSciences to Participate in The Benchmark Companys Virtual Individual Investor Healthcare Conference (GlobeNewswire)
Apr-24-23 09:00AM	Keynotes, Educational Panels and 77 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 25-27, 2023 at the Horseshoe Hotel & Casino in Las Vegas, NV (ACCESSWIRE) -10.11%
Apr-17-23 08:15AM	HeartSciences to Present at the Planet MicroCap Showcase: VEGAS 2023 (GlobeNewswire) +9.10%
Mar-18-23 08:39AM	Heart Test Laboratories Reports Third Quarter 2023 Earnings (Simply Wall St.)
Mar-16-23 04:15PM	HeartSciences Provides Business Update and Reports Third Quarter Fiscal 2023 Financial Results (GlobeNewswire) -8.18% +9.90%
Feb-07-23 11:04AM	HeartSciences CEO Invited as Featured Guest on The Big Biz Show, February 7 at 11:45 a.m. Pacific Time (GlobeNewswire)
Feb-06-23 07:30AM	HeartSciences Granted Key Israeli International Patent for its MyoVista® Wavelet Technology Utilizing Artificial Intelligence (AI) for Early Detection of Heart Disease (GlobeNewswire) -17.65%
Feb-03-23 09:00AM	HeartSciences Announces Further Internationalization of its Patent Portfolio (GlobeNewswire) +139.44%
Jan-24-23 11:00AM	Maxim Group LLC to Host the Healthcare IT Virtual Conference on Wednesday, January 25th at 8:15 A.M. ET (GlobeNewswire)
Jan-23-23 09:00AM	Correction: HeartSciences CEO to Participate in the Healthcare IT Virtual Conference Presented by Maxim Group LLC and Hosted by M-Vest on January 25th (GlobeNewswire)
Jan-20-23 09:00AM	HeartSciences CEO to Participate in the Healthcare IT Virtual Conference Presented by Maxim Group LLC and Hosted by M-Vest on January 25th (GlobeNewswire)
Jan-04-23 09:00AM	HeartSciences Appoints David R. Wells to its Board of Directors, an Experienced Capital Markets and Finance Executive (GlobeNewswire)
Dec-16-22 08:30AM	HeartSciences Provides Business Update and Reports Second Quarter Fiscal 2023 Financial Results (GlobeNewswire)
Dec-01-22 09:00AM	HeartSciences and Rutgers University Announce Multi-Year Collaboration to Develop AI-based ECG Algorithms (GlobeNewswire)
Nov-28-22 09:00AM	HeartSciences to Present at the 2022 RHK Disruptive Growth Conference on December 5, 2022 (GlobeNewswire) -5.76%
Nov-21-22 09:00AM	HeartSciences to Participate at the Benchmark Discovery One-on-One Investor Conference on December 1, 2022 (GlobeNewswire)
Nov-10-22 09:00AM	HeartSciences MyoVista® Technology Used to Develop AI-ECG Algorithm to Identify Patients at High-Risk of Major Adverse Cardiovascular Events (GlobeNewswire)
Oct-25-22 09:00AM	HeartSciences Granted European Patent for Proprietary Electrode and Cable Connections for Use with its AI-Based MyoVista® ECG (GlobeNewswire) +14.02%
Oct-20-22 09:00AM	HeartSciences Named as a Top 10 MedTech Startup 2022 by MedTech Outlook Magazine (GlobeNewswire) +10.13%
Oct-19-22 09:15AM	HeartSciences Announces Major Milestone with the Issuance of CPT® Codes by the American Medical Association for ECG AI Analysis of Cardiac Dysfunction (GlobeNewswire)
08:45AM	EXCLUSIVE: Issuance Of New Reimbursement-Related Codes Validates Commercial Opportunity For HeartSciences' Flagship Product (Benzinga)
Oct-18-22 09:00AM	HeartSciences to Present at the LD Micro Main Event XV on October 26th (Newsfile)
Oct-06-22 09:00AM	HeartSciences to Present at MicroCap Rodeo's Windy City Roundup Conference on October 12th (ACCESSWIRE)
Sep-20-22 08:30AM	HeartSciences Granted U.S Patent for ECG Assessment of Heart Diastolic Function Using Artificial Intelligence (GlobeNewswire)
Sep-13-22 08:00AM	HeartSciences Provides Business Update and Reports First Quarter Fiscal 2023 Financial Results (GlobeNewswire)
Sep-12-22 08:30AM	HeartSciences to Participate and Showcase the MyoVista at the Inauguration Ceremony of the Center for Innovation at Rutgers Robert Wood Johnson University Hospital (GlobeNewswire)
Sep-08-22 08:30AM	HeartSciences to Present at the H.C. Wainwright 24th Annual Global Investment Conference (GlobeNewswire)
Aug-01-22 08:30AM	HeartSciences Provides Corporate Update and Reports Fiscal 2022 Financial Results (GlobeNewswire) +5.04%
Jul-13-22 02:03PM	HeartSciences CEO to Participate in the Benzinga All Access Event on July 15th (GlobeNewswire)
Jun-15-22 09:50AM	Heart Test Laboratories, Inc. Announces Pricing of $6.375 Million Initial Public Offering and Nasdaq Listing (GlobeNewswire)

HeartSciences, Inc. is a medical technology company, which focuses on applying innovative AI-based technology to an electrocardiogram (ECG) to expand and improve an ECG's clinical usefulness. Its objective is to make an ECG a far more valuable cardiac screening tool, particularly in frontline or point-of-care clinical settings. It offers MyoVista, a resting 12-lead ECG that is also designed to provide diagnostic information related to cardiac dysfunction. The company was founded in 2008 and is headquartered in Southlake, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
HILZ MARK T	COO, Secretary and Director	Jul 29 '25	Sale	3.54	4,416	15,621	4,752	Jul 30 09:00 PM
HILZ MARK T	Officer	Jul 29 '25	Proposed Sale	3.56	4,416	15,721		Jul 29 10:21 AM

Dollar change -0.81
Percentage change -0.57	%

Peers: AVT ARW WDC JNPR MSI HPE ORCL CSCO ANET DELL

| Held by: IJH VTI VB VBR VXF VGT MDY DFAT IJJ SPMD

Index	-	P/E	16.52	EPS (ttm)	8.56	Insider Own	6.42%	Shs Outstand	81.92M	Perf Week	-4.88%
Market Cap	11.66B	Forward P/E	10.39	EPS next Y	13.61	Insider Trans	-2.27%	Shs Float	77.17M	Perf Month	1.32%
Enterprise Value	15.00B	PEG	1.72	EPS next Q	3.03	Inst Own	93.46%	Short Float	3.34%	Perf Quarter	23.22%
Income	719.35M	P/S	0.19	EPS this Y	4.01%	Inst Trans	2.54%	Short Ratio	3.63	Perf Half Y	1.54%
Sales	60.01B	P/B	1.39	EPS next Y	12.02%	ROA	2.47%	Short Interest	2.58M	Perf YTD	20.53%
Book/sh	101.84	P/C	15.20	EPS next 5Y	9.63%	ROE	8.83%	52W High	149.76 -5.61%	Perf Year	20.66%
Cash/sh	9.30	P/FCF	19.27	EPS past 3/5Y	8.44% -3.97%	ROIC	5.96%	52W Low	92.23 53.27%	Perf 3Y	40.77%
Dividend Est.	1.77 (1.25%)	EV/EBITDA	8.90	Sales past 3/5Y	22.74% 19.73%	Gross Margin	6.10%	Volatility	1.89% 1.57%	Perf 5Y	127.16%
Dividend TTM	1.72 (1.22%)	EV/Sales	0.25	EPS Y/Y TTM	19.93%	Oper. Margin	2.13%	ATR (14)	2.65	Perf 10Y	284.17%
Dividend Ex-Date	Jul 11, 2025	Quick Ratio	0.75	Sales Y/Y TTM	6.60%	Profit Margin	1.20%	RSI (14)	50.99	Recom	1.46
Dividend Gr. 3/5Y	25.99% 1.30%	Current Ratio	1.26	EPS Q/Q	33.38%	SMA20	-1.63%	Beta	1.36	Target Price	154.82
Payout	20.12%	Debt/Eq	0.49	Sales Q/Q	7.16%	SMA50	5.02%	Rel Volume	0.74	Prev Close	142.17
Employees	23000	LT Debt/Eq	0.45	Earnings	Jun 24 BMO	SMA200	12.07%	Avg Volume	710.01K	Price	141.36
IPO	Nov 25, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.13% 4.42%	Trades		Volume	527,716	Change	-0.57%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-11-25	Initiated	Morgan Stanley	Overweight	$145
Mar-20-25	Reiterated	Barrington Research	Outperform	$138 → $156
Jul-15-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$135 → $140
Apr-16-24	Upgrade	UBS	Neutral → Buy	$115 → $145
Jan-08-24	Downgrade	JP Morgan	Overweight → Neutral	$112 → $113
Nov-22-23	Initiated	UBS	Neutral	$105
May-01-23	Initiated	Goldman	Buy	$101
Feb-15-23	Initiated	Barclays	Equal Weight	$109
Oct-04-22	Initiated	RBC Capital Mkts	Sector Perform	$95
Aug-17-22	Initiated	Credit Suisse	Neutral	$115
Jul-14-22	Initiated	JP Morgan	Overweight	$119
Apr-14-22	Upgrade	Stifel	Hold → Buy	$125
Jan-12-22	Upgrade	Cross Research	Hold → Buy	$124
Dec-16-21	Initiated	Northcoast	Buy	$136
Dec-09-20	Reiterated	Barrington Research	Outperform	$160 → $90
Dec-08-20	Downgrade	Stifel	Buy → Hold	$85
Sep-30-20	Upgrade	Cross Research	Hold → Buy	$158
May-27-20	Reiterated	Barrington Research	Outperform	$96 → $115
Mar-25-20	Downgrade	Cross Research	Buy → Hold
Sep-06-19	Initiated	BofA/Merrill	Buy	$120

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09:00AM	TD SYNNEX and Trifork Partner to Deliver Scalable AI and Digital Transformation Solutions (GlobeNewswire)
Apr-19-25 01:25AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 20 (Seeking Alpha)
Apr-12-25 09:55AM	TD Synnex price target lowered to $145 from $165 at RBC Capital (TipRanks)
Apr-10-25 11:02PM	Harbor Core Plus Fund Q4 2024 Commentary (Seeking Alpha)
05:17PM	TD SYNNEX (SNX): One of the Best Economic Recovery Stocks to Buy (Insider Monkey)
05:08PM	TD SYNNEX, Vimeo, APi, Gorman-Rupp, and HNI Stocks Trade Down, What You Need To Know (StockStory)
07:30AM	TD SYNNEX Hosts 2025 Investor Day to Outline Strategic Focus Areas and Medium-Term Financial Aspirations (Business Wire)
Apr-09-25 08:55AM	NYSE Content Advisory: Pre-Market update + NYSE-listed Delta Air Lines reports earnings (PR Newswire) +9.58%
Apr-08-25 03:05PM	TD SYNNEX Wins Google Cloud Global Social Impact Partner of the Year Award (Business Wire)
Apr-06-25 12:54AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 6 (Seeking Alpha)
Apr-01-25 04:50PM	TD SYNNEX Corporation (SNX): Among the 10 Pro-Life Companies to Invest In Now? (Insider Monkey)
02:00AM	TD Synnex: Rating Downgrade On Uncertain Demand Outlook In FY 2025 (Seeking Alpha)
Mar-30-25 06:17PM	TD SYNNEX (SNX) Faces Price Target Cut Amid IT Spending Uncertainty (Insider Monkey)
03:52AM	TD Synnex: Cheap, But Non-Convincing (Seeking Alpha)
Mar-29-25 12:00PM	Jane's February 2025 Retirement Income Update: Buying The Broadcom Dip (Seeking Alpha)
Mar-28-25 09:35AM	Company News for Mar 28, 2025 (Zacks)
08:35AM	TD SYNNEX Q1 Earnings Miss Estimates, Stock Declines on Weak Guidance (Zacks)
06:20AM	Should Invesco S&P MidCap 400 Revenue ETF (RWK) Be on Your Investing Radar? (Zacks)
05:06AM	Why TD SYNNEX Corporation (SNX) Went Down On Thursday? (Insider Monkey)
03:01AM	TD Synnex Corp (SNX) Q1 2025 Earnings Call Highlights: Strong Start with Growth in Billings and ... (GuruFocus.com)
12:13AM	Q1 2025 TD Synnex Corp Earnings Call (Thomson Reuters StreetEvents)
Mar-27-25 04:42PM	TD SYNNEX Corporation (SNX) Q1 2025 Earnings Call Transcript (SeekingAlpha) -14.28%
03:00PM	Why TD SYNNEX (SNX) Stock Is Falling Today (StockStory)
11:15AM	TD Synnex Stock Sinks as Expenses Increase (Investopedia)
09:30AM	TD SYNNEX (SNX) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:20AM	TD SYNNEX (SNX) Misses Q1 Earnings and Revenue Estimates (Zacks)
08:17AM	TD SYNNEX: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
08:12AM	TD SYNNEX (NYSE:SNX) Misses Q1 Sales Targets, Stock Drops (StockStory)
08:05AM	TD SYNNEX Reports Fiscal 2025 First Quarter Results (Business Wire)
06:20AM	Should Invesco S&P MidCap 400 Pure Value ETF (RFV) Be on Your Investing Radar? (Zacks)
Mar-26-25 05:35PM	TD SYNNEX Earnings: What To Look For From SNX (StockStory)
06:20AM	Is Invesco S&P MidCap 400 Pure Value ETF (RFV) a Strong ETF Right Now? (Zacks)
Mar-23-25 05:54PM	TD Synnex (SNX) Powers AI Innovation with Next-Gen Infrastructure Solutions (InsiderMonkey)
07:18AM	Wall Street Week Ahead (SeekingAlpha)
05:00AM	What To Expect in the Markets This Week (Investopedia)
Mar-22-25 11:00AM	Investors To Focus On PCE Price Index Print As Cintas, Lululemon To Report Earnings (SeekingAlpha)
Mar-19-25 11:05AM	TD SYNNEX Recognized as Americas Distributor of the Year by NVIDIA (Business Wire)
09:10AM	One Stop Systems, Inc. (OSS) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:30AM	Lantronix Expands Partnership With TD SYNNEX to Distribute Its Out-of-Band, Network Infrastructure and Industrial IoT Solutions Throughout Europe (GlobeNewswire)
Mar-18-25 01:00PM	Hyve Solutions Unveils Comprehensive AI Infrastructure Portfolio at NVIDIA GTC 2025 (Business Wire)
Mar-06-25 04:05PM	TD SYNNEX to Announce First Quarter Fiscal 2025 Results on March 27, 2025 (Business Wire)
Mar-04-25 10:00AM	Siteimprove Appoints Nayaki Nayyar as New Chief Executive Officer (PR Newswire)
Feb-19-25 11:16PM	Why TD Synnex Corp (SNX) Is Skyrocketing So Far In 2025? (Insider Monkey)
Feb-06-25 12:05PM	TD SYNNEX Awarded the Palo Alto Networks 2024 Global and North American Distributor of the Year for Third Year (Business Wire)
09:00AM	TD SYNNEX to Host Investor Day on Thursday, April 10, 2025 (Business Wire)

TD SYNNEX Corp. engages in the distribution and aggregation of solutions in the information technology ecosystem. It operates through the following geographical segments: Americas, Europe, and Asia-Pacific and Japan. The firm offers IT hardware, software, and systems including personal computing devices and peripherals, mobile phones and accessories, printers, server and datacenter infrastructure, hybrid cloud, security, networking, communications and storage solutions, and system components. It also provides system design and integration solutions. The company was founded by Robert T. Huang in 1980 and is headquartered in Fremont, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
POLK DENNIS	Hyve Solutions Executive	Aug 04 '25	Sale	142.18	3,000	426,540	87,660	Aug 05 05:41 PM
Dhanji Alim	Chief Human Resources Officer	Jul 22 '25	Sale	142.41	1,257	179,009	10,984	Jul 22 05:30 PM
ALIM DHANJI	Officer	Jul 22 '25	Proposed Sale	142.41	1,257	179,016		Jul 22 04:11 PM
POLK DENNIS	Hyve Solutions Executive	Jul 07 '25	Sale	139.65	3,000	418,950	90,660	Jul 08 04:09 PM
HUME RICHARD T	Director	Jun 27 '25	Option Exercise	87.82	63,310	5,559,884	130,825	Jun 30 05:09 PM
HUME RICHARD T	Director	Jun 27 '25	Sale	136.23	63,310	8,624,467	67,515	Jun 30 05:09 PM
POLK DENNIS	Hyve Solutions Executive	Jun 27 '25	Option Exercise	90.52	14,250	1,289,910	49,545	Jun 30 05:02 PM
POLK DENNIS	Hyve Solutions Executive	Jun 27 '25	Sale	136.35	14,250	1,943,043	35,295	Jun 30 05:02 PM
RICHARD HUME	Director	Jun 27 '25	Proposed Sale	136.23	63,310	8,624,500		Jun 27 05:47 PM
DENNIS POLK	Officer	Jun 27 '25	Proposed Sale	136.36	14,250	1,943,073		Jun 27 04:34 PM
Witt Marshall	Chief Financial Officer	Jun 18 '25	Option Exercise	45.64	1,509	68,871	51,072	Jun 20 08:40 PM
Witt Marshall	Chief Financial Officer	Jun 18 '25	Sale	125.35	1,509	189,148	49,563	Jun 20 08:40 PM
MARSHALL WITT	Officer	Jun 18 '25	Proposed Sale	125.80	1,509	189,832		Jun 18 04:26 PM
POLK DENNIS	Hyve Solutions Executive	Jun 04 '25	Sale	122.94	3,000	368,814	90,387	Jun 05 04:28 PM
POLK DENNIS	Hyve Solutions Executive	May 05 '25	Sale	115.07	3,000	345,209	93,387	May 06 04:07 PM
POLK FAMILY TRUST	Director	May 05 '25	Proposed Sale	114.44	12,000	1,373,280		May 05 04:38 PM
Murphy Miriam Anne	President, Europe	Apr 30 '25	Sale	110.00	3,000	330,000	14,883	May 01 04:38 PM
Murphy Miriam Anne	Officer	Apr 30 '25	Proposed Sale	110.00	3,000	330,000		Apr 30 05:31 PM
POLK DENNIS	Hyve Solutions Executive	Apr 09 '25	Sale	105.00	3,000	315,000	96,387	Apr 10 04:12 PM
Witt Marshall	Chief Financial Officer	Mar 18 '25	Option Exercise	45.64	1,510	68,916	51,353	Mar 19 07:56 PM
Witt Marshall	Chief Financial Officer	Mar 18 '25	Sale	128.08	1,510	193,401	49,843	Mar 19 07:56 PM
MARSHALL WITT	Officer	Mar 18 '25	Proposed Sale	128.50	1,510	194,035		Mar 18 04:26 PM
POLK DENNIS	Hyve Solutions Executive	Mar 04 '25	Sale	132.87	3,000	398,605	99,387	Mar 05 06:58 PM
Saintil Merline	Director	Mar 04 '25	Sale	132.96	117	15,556	5,631	Mar 05 06:52 PM
HUME RICHARD T	Director	Mar 03 '25	Sale	135.88	20,000	2,717,603	65,480	Mar 04 05:30 PM
MERLINE SAINTIL	Director	Mar 04 '25	Proposed Sale	135.02	117	15,797		Mar 04 05:10 PM
HUME RICHARD T	Director	Feb 03 '25	Sale	140.01	20,000	2,800,183	85,480	Feb 04 04:05 PM
Richard T. Hume	Officer	Feb 03 '25	Proposed Sale	139.22	40,000	5,568,800		Feb 03 05:28 PM
Zammit Patrick	Chief Executive Officer	Jan 30 '25	Sale	143.00	6,823	975,689	165,604	Feb 03 04:09 PM
Zammit Patrick	Officer	Jan 30 '25	Proposed Sale	143.00	6,823	975,690		Jan 31 04:48 PM
POLK DENNIS	Hyve Solutions Executive	Jan 29 '25	Sale	141.47	3,000	424,423	102,387	Jan 31 04:16 PM
POLK FAMILY TRUST	Director	Jan 29 '25	Proposed Sale	141.79	9,000	1,276,110		Jan 29 04:20 PM
VEZINA ANN F	Director	Jan 16 '25	Sale	136.08	839	114,171	4,856	Jan 21 04:28 PM
POLK DENNIS	Hyve Solutions Executive	Jan 16 '25	Option Exercise	90.52	22,000	1,991,440	61,898	Jan 21 04:22 PM
POLK DENNIS	Hyve Solutions Executive	Jan 16 '25	Sale	136.67	22,000	3,006,646	39,898	Jan 21 04:22 PM
POLK DENNIS	Officer	Jan 16 '25	Proposed Sale	136.26	22,000	2,997,720		Jan 16 05:46 PM
VEZINA ANN F	Director	Jan 17 '25	Proposed Sale	136.26	839	114,322		Jan 16 01:00 PM
HUME RICHARD T	Director	Jan 03 '25	Sale	117.62	20,000	2,352,327	111,080	Jan 06 05:52 PM
Witt Marshall	Chief Financial Officer	Dec 18 '24	Option Exercise	45.64	1,510	68,916	49,872	Dec 19 04:40 PM
Witt Marshall	Chief Financial Officer	Dec 18 '24	Sale	121.13	1,510	182,906	48,362	Dec 19 04:40 PM
Saintil Merline	Director	Dec 04 '24	Sale	122.51	117	14,334	5,748	Dec 05 04:15 PM
MERLINE SAINTIL	Director	Dec 04 '24	Proposed Sale	122.39	117	14,320		Dec 04 04:37 PM
HUME RICHARD T	Director	Dec 02 '24	Sale	121.25	20,000	2,424,984	131,080	Dec 03 04:30 PM
LEUNG SIMON	Chief Business Officer	Nov 06 '24	Sale	123.17	6,249	769,689	23,339	Nov 07 04:05 PM
LEUNG SIMON	Officer	Nov 06 '24	Proposed Sale	123.17	6,249	769,705		Nov 06 06:22 PM
HUME RICHARD T	Director	Nov 04 '24	Sale	116.28	20,000	2,325,537	151,080	Nov 05 04:22 PM
VETTER DAVID R	Chief Legal Officer	Oct 18 '24	Sale	123.14	20,000	2,462,800	66,381	Oct 21 05:57 PM
VETTER DAVID R	Officer	Oct 18 '24	Proposed Sale	123.14	20,000	2,462,800		Oct 18 05:40 PM
HUME RICHARD T	Director	Oct 16 '24	Sale	120.72	20,000	2,414,328	171,080	Oct 17 06:17 PM
Richard T. Hume	Officer	Oct 16 '24	Proposed Sale	119.01	80,000	9,520,800		Oct 16 04:08 PM
Witt Marshall	Chief Financial Officer	Oct 09 '24	Option Exercise	45.64	1,510	68,916	43,932	Oct 10 04:08 PM
Witt Marshall	Chief Financial Officer	Oct 09 '24	Sale	121.15	5,653	684,871	38,279	Oct 10 04:08 PM
MARSHALL WITT	Officer	Oct 09 '24	Proposed Sale	120.36	7,163	862,139		Oct 09 04:19 PM
VEZINA ANN F	Director	Oct 09 '24	Sale	121.11	1,937	234,590	5,695	Oct 09 04:06 PM
VEZINA ANN F	Director	Oct 09 '24	Proposed Sale	120.49	1,937	233,379		Oct 08 04:58 PM
POLK DENNIS	Hyve Solutions Executive	Oct 02 '24	Option Exercise	56.50	15,689	886,428	150,395	Oct 04 04:29 PM
POLK DENNIS	Hyve Solutions Executive	Oct 02 '24	Sale	116.93	15,689	1,834,547	134,706	Oct 04 04:29 PM
POLK DENNIS	Officer	Oct 02 '24	Proposed Sale	116.93	15,689	1,834,534		Oct 02 06:10 PM
Saintil Merline	Director	Sep 04 '24	Sale	115.16	117	13,474	5,865	Sep 05 04:33 PM
Witt Marshall	Chief Financial Officer	Aug 07 '24	Option Exercise	45.64	1,510	68,916	56,556	Aug 08 05:16 PM
Witt Marshall	Chief Financial Officer	Aug 07 '24	Sale	110.14	11,441	1,260,068	45,115	Aug 08 05:16 PM
MARSHALL WITT	Officer	Aug 07 '24	Proposed Sale	109.87	11,441	1,257,023		Aug 07 04:12 PM

Dollar change -0.15
Percentage change -0.39	%

Peers: ARW AVT SYNX SNX CDW NSIT HSIC PLXS GLW IT

| Held by: IJR AVUV VTI VGT VB IWM VXF VBR CALF IJS

Index	RUT	P/E	13.90	EPS (ttm)	2.77	Insider Own	8.21%	Shs Outstand	22.89M	Perf Week	-5.65%
Market Cap	871.51M	Forward P/E	10.23	EPS next Y	3.77	Insider Trans	-2.82%	Shs Float	20.74M	Perf Month	-9.18%
Enterprise Value	875.10M	PEG	1.16	EPS next Q	0.92	Inst Own	101.41%	Short Float	5.32%	Perf Quarter	12.35%
Income	67.55M	P/S	0.29	EPS this Y	12.99%	Inst Trans	-6.28%	Short Ratio	5.05	Perf Half Y	-4.39%
Sales	2.97B	P/B	0.98	EPS next Y	8.33%	ROA	3.85%	Short Interest	1.10M	Perf YTD	-18.71%
Book/sh	39.39	P/C	5.96	EPS next 5Y	12.02%	ROE	7.32%	52W High	53.90 -28.44%	Perf Year	-21.64%
Cash/sh	6.47	P/FCF	5.72	EPS past 3/5Y	19.76% 6.42%	ROIC	6.50%	52W Low	28.75 34.16%	Perf 3Y	20.72%
Dividend Est.	-	EV/EBITDA	7.41	Sales past 3/5Y	1.14% 0.06%	Gross Margin	12.51%	Volatility	2.99% 2.68%	Perf 5Y	67.19%
Dividend TTM	-	EV/Sales	0.29	EPS Y/Y TTM	-9.65%	Oper. Margin	2.96%	ATR (14)	1.09	Perf 10Y	5.35%
Dividend Ex-Date	-	Quick Ratio	1.32	Sales Y/Y TTM	-14.07%	Profit Margin	2.27%	RSI (14)	37.15	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	2.07	EPS Q/Q	46.70%	SMA20	-4.95%	Beta	1.42	Target Price	50.00
Payout	0.00%	Debt/Eq	0.17	Sales Q/Q	-6.34%	SMA50	-6.03%	Rel Volume	0.93	Prev Close	38.72
Employees	2300	LT Debt/Eq	0.15	Earnings	May 08 BMO	SMA200	-8.08%	Avg Volume	218.49K	Price	38.57
IPO	Mar 18, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.97% -10.46%	Trades		Volume	201,836	Change	-0.39%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-25	Upgrade	Northcoast	Neutral → Buy	$42
Aug-15-24	Downgrade	Raymond James	Outperform → Mkt Perform
Dec-19-23	Downgrade	Northcoast	Buy → Neutral	$36
Aug-23-23	Upgrade	Northcoast	Neutral → Buy
May-24-23	Downgrade	Northcoast	Buy → Neutral
Jul-28-21	Upgrade	Northcoast	Neutral → Buy
May-06-19	Downgrade	Northcoast	Buy → Neutral
Mar-26-18	Upgrade	Northcoast	Neutral → Buy
Oct-02-17	Downgrade	Northcoast	Buy → Neutral
Dec-23-15	Upgrade	Northcoast	Neutral → Buy
Mar-06-15	Initiated	FinTrust Advisors	Buy	$43.90
Aug-14-12	Downgrade	KeyBanc Capital Mkts	Buy → Hold
Oct-08-10	Upgrade	Stifel Nicolaus	Hold → Buy	$43
Nov-20-09	Upgrade	Robert W. Baird	Neutral → Outperform	$30
Apr-24-09	Downgrade	Robert W. Baird	Outperform → Neutral	$18 → $22
Dec-15-08	Initiated	KeyBanc Capital Mkts	Hold
May-19-08	Upgrade	Robert W. Baird	Neutral → Outperform	$30
Jan-25-08	Upgrade	Bear Stearns	Underperform → Peer Perform
Oct-02-07	Reiterated	Robert W. Baird	Neutral	$31 → $29
Jul-09-07	Upgrade	Matrix Research	Hold → Buy

Show Previous Ratings

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May-09-25 03:31AM	ScanSource Inc (SCSC) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
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01:44AM	Q3 2025 Scansource Inc Earnings Call (Thomson Reuters StreetEvents)
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Apr-22-25 08:30AM	ScanSource to Announce Third Quarter Fiscal Year 2025 Results May 8, 2025 (Business Wire)
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Feb-20-25 08:30AM	ScanSource to Present at Raymond James Institutional Investors Conference (Business Wire)
Jan-31-25 08:35AM	ScanSource Named a Fortune World's Most Admired Company for Ninth Consecutive Year (Business Wire)
02:37AM	ScanSource Inc (SCSC) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic Growth (GuruFocus.com)
Jan-30-25 09:45AM	ScanSource (SCSC) Misses Q2 Earnings and Revenue Estimates (Zacks) -14.80%
08:40AM	ScanSource: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
08:30AM	ScanSource Reports Second Quarter Results (Business Wire)
Jan-29-25 07:18AM	Earnings To Watch: ScanSource Inc (SCSC) Reports Q2 2025 Result (GuruFocus.com)
Jan-21-25 08:30AM	ScanSource to Announce Second Quarter Fiscal Year 2025 Results January 30, 2025 (Business Wire)
Dec-18-24 09:40AM	Are Investors Undervaluing ScanSource (SCSC) Right Now? (Zacks)
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Dec-17-24 08:50AM	Despite Fast-paced Momentum, ScanSource (SCSC) Is Still a Bargain Stock (Zacks)
Dec-06-24 12:00PM	ScanSource (SCSC) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
Dec-03-24 08:30AM	ScanSource to Present at the Raymond James TMT and Consumer Conference (Business Wire)
Dec-02-24 02:21PM	Should Value Investors Buy ScanSource (SCSC) Stock? (Zacks)
Nov-29-24 08:50AM	ScanSource (SCSC) Is Attractively Priced Despite Fast-paced Momentum (Zacks)
Nov-19-24 04:05PM	Intelisys Introduces Channel Exchange, a Cloud Software and Platform Division (Business Wire)
09:40AM	Is ScanSource (SCSC) Outperforming Other Industrial Products Stocks This Year? (Zacks)
Nov-14-24 09:40AM	Are Investors Undervaluing ScanSource (SCSC) Right Now? (Zacks)
Nov-12-24 08:50AM	ScanSource (SCSC) Shows Fast-paced Momentum But Is Still a Bargain Stock (Zacks)
Nov-08-24 03:29AM	Q1 2025 Scansource Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-24 09:40AM	ScanSource (SCSC) Beats Q1 Earnings Estimates (Zacks)
08:39AM	ScanSource: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
08:30AM	ScanSource Reports First Quarter Results (Business Wire)
Nov-06-24 07:25AM	ScanSource Inc (SCSC) Q1 2025 Earnings Report Preview: What To Expect (GuruFocus.com) +13.00%
Oct-17-24 08:30AM	ScanSource to Announce First Quarter Fiscal Year 2025 Results November 7, 2024 (Business Wire)
Sep-04-24 08:45AM	ScanSource Releases Fiscal Year 2024 Corporate Citizenship Report (Business Wire)
Aug-28-24 01:59AM	Q4 2024 Scansource Inc Earnings Call (Thomson Reuters StreetEvents) +8.35%
Aug-27-24 09:50AM	ScanSource (SCSC) Misses Q4 Earnings and Revenue Estimates (Zacks)
08:56AM	ScanSource: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
08:30AM	ScanSource Reports Fourth Quarter and Full-Year Results (Business Wire)
Aug-16-24 10:00AM	ScanSource Launches Integrated Solutions and Services Group (Business Wire)
Aug-08-24 04:05PM	ScanSource Acquires Resourcive (Business Wire)
08:30AM	ScanSource to Announce Fourth Quarter and Fiscal Year 2024 Results August 27, 2024 (Business Wire)
Jul-05-24 11:43AM	3 Next-Gen Tech Stocks That Could Mint Millionaires (InvestorPlace)
Jul-02-24 04:05PM	Intelisys Appoints Ken Mills as New President (Business Wire)
Jun-11-24 07:01PM	Insider Sale: SEVP & CIO Rachel Hayden Sells Shares of ScanSource Inc (SCSC) (GuruFocus.com)
Jun-05-24 02:36AM	Insider Sale: SEVP & CFO Stephen Jones Sells 8,500 Shares of ScanSource Inc (SCSC) (GuruFocus.com)
02:36AM	Insider Selling: CEO Michael Baur Sells Shares of ScanSource Inc (SCSC) (GuruFocus.com)
02:35AM	Insider Sale at ScanSource Inc (SCSC): Sr. ... (GuruFocus.com)
May-28-24 12:57PM	3 Unstoppable Russell 2000 Stocks to Buy Before June (InvestorPlace)
May-13-24 07:01PM	Insider Sale: Director Charles Mathis Sells 3,000 Shares of ScanSource Inc (SCSC) (GuruFocus.com)
07:00PM	Director Peter Browning Sells 7,490 Shares of ScanSource Inc (SCSC) (GuruFocus.com)
05:06PM	Scansource Insider Sold Shares Worth $347,836, According to a Recent SEC Filing (MT Newswires)
May-08-24 11:38AM	ScanSource, Inc. (NASDAQ:SCSC) Q3 2024 Earnings Call Transcript (Insider Monkey)
03:41AM	ScanSource Inc (SCSC) Q3 2024 Earnings Call Transcript Highlights: Navigating Challenges and ... (GuruFocus.com)
12:03AM	Q3 2024 Scansource Inc Earnings Call (Thomson Reuters StreetEvents)
May-07-24 12:52PM	SCSC Stock Earnings: ScanSource Misses EPS, Misses Revenue for Q3 2024 (InvestorPlace)
10:02AM	ScanSource's Fiscal Q3 Adjusted Earnings, Sales Decline; Cuts Fiscal 2024 Sales Outlook; Sets $100 Million Share Buyback (MT Newswires)
09:52AM	ScanSource Inc (SCSC) Q3 Earnings: Misses Analyst Forecasts Amid Declining Sales (GuruFocus.com)
09:40AM	ScanSource (SCSC) Lags Q3 Earnings and Revenue Estimates (Zacks)
08:42AM	ScanSource Q3 Results Miss Estimates; Trims FY24 Sales Outlook (RTT News)
08:39AM	ScanSource: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
08:30AM	ScanSource Reports Third Quarter Results (Business Wire)
May-02-24 08:30AM	Intelisys Announces Appointment of Vice President of Sales (Business Wire)
Apr-17-24 08:30AM	ScanSource to Announce Third Quarter Fiscal Year 2024 Results May 7, 2024 (Business Wire)
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Feb-27-24 08:30AM	ScanSource to Present at Raymond James Institutional Investors Conference (Business Wire)
Feb-23-24 05:00PM	Director Peter Browning Sells 7,500 Shares of ScanSource Inc (SCSC) (GuruFocus.com)
Feb-10-24 11:03AM	Richard Pzena Bolsters Position in ScanSource Inc (GuruFocus.com)
Feb-07-24 12:27PM	ScanSource (SCSC) Misses Q2 Earnings Estimates, Lowers View (Zacks)
09:51AM	ScanSource, Inc. (NASDAQ:SCSC) Q2 2024 Earnings Call Transcript (Insider Monkey)
12:11AM	Q2 2024 Scansource Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 10:25AM	ScanSource (SCSC) Misses Q2 Earnings and Revenue Estimates (Zacks) -5.45%
09:21AM	ScanSource: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
09:02AM	ScanSource Q2 Results Miss Estimates; Trims FY24 Sales Outlook (RTT News)
08:52AM	ScanSource Inc (SCSC) Reports Mixed Q2 Results with Strong Cash Flow Amid Sales Decline (GuruFocus.com)
08:30AM	ScanSource Reports Second Quarter Results (Business Wire)
Jan-31-24 09:41AM	ScanSource Named to FORTUNEs List of Worlds Most Admired Companies for Eighth Consecutive Year (Business Wire)
Jan-18-24 08:30AM	ScanSource to Announce Second Quarter Fiscal Year 2024 Results February 6, 2024 (Business Wire)
Jan-12-24 09:02PM	ScanSource Inc CEO Michael Baur Sells 30,677 Shares (GuruFocus.com)
Jan-08-24 04:05PM	ScanSource Announces New Sales Leader for Intelisys (Business Wire)
Dec-20-23 09:42AM	Analysts on Wall Street Lower Ratings for These 10 Stocks (Insider Monkey)
Nov-30-23 08:30AM	ScanSource to Present at Raymond James TMT & Consumer Conference (Business Wire)
Nov-13-23 11:00AM	ScanSource (SCSC) Q1 Earnings Miss Estimates, Decline Y/Y (Zacks)
Nov-10-23 03:34PM	ScanSource, Inc. (NASDAQ:SCSC) Q1 2024 Earnings Call Transcript (Insider Monkey) +5.03%
12:29AM	Q1 2024 Scansource Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-09-23 04:05PM	ScanSource Wins Americas Distributor Partner of the Year at Cisco Partner Summit 2023 (Business Wire) -7.67%

ScanSource, Inc. engages in the development and provision of technology products and services. It operates through the Specialty Technology Solutions and Modern Communications & Cloud segments. The Specialty Technology Solutions segment includes enterprise mobile computing, data capture, barcode printing, POS, payments, networking, electronic physical security, cybersecurity and other technologies. The Modern Communications & Cloud segment refers to the communications technologies and services for voice, video conferencing, wireless, data networking, cybersecurity, cable, unified communications and collaboration, cloud and technology services. The company was founded by Michael L. Baur and Steven H. Owings in December 1992 and is headquartered in Greenville, SC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hayden Rachel	SEVP & CIO	Jun 20 '25	Sale	41.27	6,738	278,077	13,174	Jun 20 09:55 PM
Hayden Rachel	Officer	Jun 20 '25	Proposed Sale	41.27	6,738	278,077		Jun 20 04:18 PM
BAUR MICHAEL L	CEO, President, BOD Chair	May 21 '25	Sale	39.82	10,000	398,200	132,760	May 23 04:15 PM
BAUR MICHAEL L	Officer	May 21 '25	Proposed Sale	39.82	10,000	398,163		May 21 05:03 PM
Jones Stephen	SEVP & CFO	Mar 21 '25	Sale	36.14	2,000	72,280	69,816	Mar 25 04:30 PM
Jones Stephen	Officer	Mar 21 '25	Proposed Sale	36.14	2,000	72,280		Mar 21 04:40 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Feb 07 '25	Sale	38.28	18,006	689,261	144,754	Feb 10 04:30 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Feb 06 '25	Sale	38.91	15,000	583,650	162,760	Feb 10 04:30 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Feb 10 '25	Sale	38.00	1,994	75,772	142,760	Feb 10 04:30 PM
BAUR MICHAEL L	Officer	Feb 06 '25	Proposed Sale	38.90	35,000	1,361,500		Feb 06 05:00 PM
Ford Brandy	SVP & Chief Accounting Officer	Dec 19 '24	Sale	49.38	1,845	91,106	9,506	Dec 20 05:30 PM
Ford Brandy	Officer	Dec 19 '24	Proposed Sale	49.38	1,845	91,106		Dec 19 04:11 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 19 '24	Option Exercise	24.68	21,688	535,260	199,448	Nov 21 06:56 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 20 '24	Option Exercise	24.68	8,312	205,140	186,072	Nov 21 06:56 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 19 '24	Sale	49.12	21,688	1,065,315	177,760	Nov 21 06:56 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 20 '24	Sale	48.98	8,312	407,122	177,760	Nov 21 06:56 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 14 '24	Option Exercise	24.68	29,617	730,948	205,977	Nov 18 08:00 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 15 '24	Option Exercise	24.68	25,302	624,453	203,062	Nov 18 08:00 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 18 '24	Option Exercise	24.68	15,081	372,199	192,841	Nov 18 08:00 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 14 '24	Sale	49.20	29,617	1,457,033	177,760	Nov 18 08:00 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 15 '24	Sale	48.99	25,302	1,239,545	177,760	Nov 18 08:00 PM
BAUR MICHAEL L	CEO & Chairman of the Board	Nov 18 '24	Sale	49.57	15,081	747,565	177,760	Nov 18 08:00 PM
BAUR MICHAEL L	Officer	Nov 14 '24	Proposed Sale	49.19	100,000	4,919,359		Nov 14 07:07 PM
Hayden Rachel	SEVP & CIO	Sep 16 '24	Sale	46.54	6,343	295,203	20,535	Sep 18 04:30 PM
Hayden Rachel	Officer	Sep 16 '24	Proposed Sale	46.54	6,343	295,174		Sep 16 04:28 PM

Dollar change +0.55
Percentage change 0.51	%

CLMB Climb Global Solutions Inc daily Stock Chart

Peers: AVT ARW SNX DGII NSIT CDW PLUS SCSC ANET HPE

| Held by: VTI IWM TSME MGMT VXF OSCV IWO VTWO FDM DES

Index	RUT	P/E	22.41	EPS (ttm)	4.81	Insider Own	16.00%	Shs Outstand	4.62M	Perf Week	6.70%
Market Cap	498.06M	Forward P/E	17.25	EPS next Y	6.25	Insider Trans	-7.56%	Shs Float	3.88M	Perf Month	-3.26%
Enterprise Value	471.79M	PEG	2.54	EPS next Q	1.66	Inst Own	58.78%	Short Float	4.67%	Perf Quarter	5.85%
Income	21.63M	P/S	0.86	EPS this Y	4.28%	Inst Trans	0.30%	Short Ratio	2.20	Perf Half Y	-13.57%
Sales	578.44M	P/B	4.74	EPS next Y	14.04%	ROA	5.98%	Short Interest	0.18M	Perf YTD	-14.90%
Book/sh	22.78	P/C	17.42	EPS next 5Y	8.83%	ROE	23.39%	52W High	144.99 -25.60%	Perf Year	55.59%
Cash/sh	6.19	P/FCF	35.17	EPS past 3/5Y	24.82% 21.97%	ROIC	20.35%	52W Low	59.85 80.23%	Perf 3Y	242.44%
Dividend Est.	0.68 (0.63%)	EV/EBITDA	11.32	Sales past 3/5Y	18.11% 17.40%	Gross Margin	17.11%	Volatility	6.79% 4.01%	Perf 5Y	373.74%
Dividend TTM	0.68 (0.63%)	EV/Sales	0.82	EPS Y/Y TTM	59.09%	Oper. Margin	6.02%	ATR (14)	5.04	Perf 10Y	446.45%
Dividend Ex-Date	Aug 11, 2025	Quick Ratio	1.06	Sales Y/Y TTM	56.45%	Profit Margin	3.74%	RSI (14)	53.02	Recom	1.00
Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	1.07	EPS Q/Q	73.24%	SMA20	2.41%	Beta	1.02	Target Price	133.00
Payout	16.73%	Debt/Eq	0.02	Sales Q/Q	72.99%	SMA50	2.02%	Rel Volume	0.53	Prev Close	107.32
Employees	394	LT Debt/Eq	0.01	Earnings	Jul 31 BMO	SMA200	-6.62%	Avg Volume	82.61K	Price	107.87
IPO	Jul 18, 1995	Option/Short	No / Yes	EPS/Sales Surpr.	54.44% 40.59%	Trades		Volume	43,928	Change	0.51%

Jul-30-25 06:00PM	Climb Global Solutions (CLMB) Tops Q2 Earnings and Revenue Estimates (Zacks) +16.21%
04:57PM	Climb Global: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Climb Global Solutions Reports Second Quarter 2025 Results (GlobeNewswire)
09:58AM	Climb Global Solutions Inc (CLMB) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-17-25 08:30AM	Climb Global Solutions Sets Second Quarter 2025 Conference Call for July 31, 2025 at 8:30 a.m. ET (GlobeNewswire)
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Jul-16-25 07:00AM	Climb Channel Solutions Expands Bluebeam Portfolio with SiteDocs to Drive Safety and Compliance Innovation (GlobeNewswire)
Jul-01-25 08:41AM	Climb Global (CLMB) Soars 3.5%: Is Further Upside Left in the Stock? (Zacks)
07:45AM	Should You Consider Including Climb Global Solutions (CLMB) in Your Portfolio? (Insider Monkey)
Jun-27-25 07:00AM	Climb Channel Solutions Announces Distribution Partnership with Egnyte (GlobeNewswire)
Jun-18-25 07:00AM	Climb Channel Solutions Announces North American Alliance with Bugcrowd (GlobeNewswire)
Jun-03-25 08:30AM	SIOS Technology Announces New Distribution Agreement with Climb Channel Solutions (GlobeNewswire)
May-16-25 07:49AM	Buy 5 Mid and Small Tech Services Stocks Amid Solid Short-Term Upside (Zacks)
04:06AM	Zacks.com featured highlights Greenland Technologies, Great Lakes Dredge & Dock, Orion Group and Climb Global Solutions (Zacks)
May-15-25 09:02AM	4 Top-Ranked Stocks With Solid Net Profit Margin to Enhance Returns (Zacks)
07:00AM	CRN Recognizes Nine Climb Channel Solutions Employees on the 2025 'Women of the Channel' List and Names Climb CMO Kim Stevens as one of the 2025 Women of the Channel Power 100 (GlobeNewswire)
07:00AM	Loading…
May-13-25 07:00AM	Climb Channel Solutions Promotes Carlos Rodrigues to President of North America (GlobeNewswire)
May-07-25 07:00AM	Climb Channel Solutions Partners with Smartsheet for Industry-Leading Collaborative Work Management (GlobeNewswire)
May-05-25 11:40AM	CLMB or AMADY: Which Is the Better Value Stock Right Now? (Zacks)
May-02-25 03:04AM	Climb Global Solutions Inc (CLMB) Q1 2025 Earnings Call Highlights: Strong Growth in Gross ... (GuruFocus.com)
May-01-25 10:22PM	Q1 2025 Climb Global Solutions Inc Earnings Call (Thomson Reuters StreetEvents)
03:17PM	Climb Global Solutions, Inc. (CLMB) Q1 2025 Earnings Call Transcript (Seeking Alpha)
07:00AM	Climb Channel Solutions Launches Global Partnership with Accelsius LLC (GlobeNewswire)
Apr-30-25 06:15PM	Climb Global Solutions (CLMB) Q1 Earnings Miss Estimates (Zacks)
04:05PM	Climb Global Solutions Reports First Quarter 2025 Results (GlobeNewswire)
Apr-29-25 01:15PM	PYPL's Q1 Earnings Top Estimates, Revenues Up Y/Y, Shares Rise (Zacks)
Apr-21-25 04:05PM	Climb Global Solutions Appoints Paul Giovacchini to its Board of Directors (GlobeNewswire)
Apr-17-25 08:30AM	Climb Global Solutions Sets First Quarter 2025 Conference Call for May 1, 2025 at 8:30 a.m. ET (GlobeNewswire)
Apr-15-25 07:00AM	Accelerating the Adoption of AI Solutions for the Enterprise - Climb Channel Solutions and Unframe Sign Global Distribution Partnership (GlobeNewswire)
Apr-11-25 11:40AM	QFIN vs. CLMB: Which Stock Should Value Investors Buy Now? (Zacks)
Apr-10-25 07:00AM	Climb Channel Solutions Announces Partnership with Thales (GlobeNewswire)
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Apr-09-25 07:00AM	Climb Channel Solutions Recognizes Freshworks as Strategic Partner of the Year at 2025 Climb Partner Conference (GlobeNewswire) +10.75%
Apr-08-25 02:56PM	Buying Top-Ranked Stocks Efficiently Generating Profits Amid the Selloff (Zacks)
11:45AM	Here's Why Investors Must Hold Equifax Stock in Their Portfolios Now (Zacks)
Apr-03-25 04:05PM	AerSale Announces Appointment of Two New Board Members and Upcoming Board Transitions (Business Wire) -8.21%
11:36AM	Maximus Benefits From Buyouts & Strong Cash Flow From Operations (Zacks)
Apr-01-25 07:00AM	Combatting Cyber Threats with AI: Darktrace and Climb Channel Solutions Sign Distribution Agreement for North America (GlobeNewswire)
Mar-27-25 12:48PM	Reasons to Retain Trane Technologies Stock in Your Portfolio Now (Zacks)
Mar-26-25 01:48PM	Here's Why You Should Add Aptiv Stock to Your Portfolio Right Now (Zacks)
10:53AM	Here's Why Investors Must Hold IQV Stock in Their Portfolios Now (Zacks)
Mar-19-25 07:20PM	2 Highly Ranked Technology Services Stocks to Consider: CLMB, DAVE (Zacks)
11:40AM	CLMB vs. VLTO: Which Stock Is the Better Value Option? (Zacks)
Mar-07-25 02:07AM	Climb Global Solutions Inc (CLMB) Q4 2024 Earnings Call Highlights: Record Growth in Gross ... (GuruFocus.com)
Mar-06-25 11:11PM	Q4 2024 Climb Global Solutions Inc Earnings Call (Thomson Reuters StreetEvents) +12.78%
Mar-05-25 04:05PM	Climb Global Solutions Reports Record Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
07:18AM	What To Expect From Climb Global Solutions Inc (CLMB) Q4 2024 Earnings (GuruFocus.com)
Feb-20-25 08:30AM	Climb Global Solutions Sets Fourth Quarter and Full Year 2024 Conference Call for March 6, 2025 at 8:30 a.m. ET (GlobeNewswire)
Jan-29-25 04:05PM	Climb Global Solutions Appoints John McCarthy as Chairman of its Board of Directors (GlobeNewswire)
Jan-27-25 02:06PM	Climb Channel Solutions Promotes Kim Stevens to CMO and Charles Bass to CAO (GlobeNewswire)
Jan-16-25 10:31AM	Headwaters Capital Managements Top Contributor: Climb Global (CLMB) (Insider Monkey)
Jan-13-25 04:05PM	Climb Global Solutions Appoints Matthew Sullivan as Chief Financial Officer (GlobeNewswire)
02:29PM	TD SYNNEX Stock Scores RS Rating Upgrade (Investor's Business Daily)
Jan-06-25 08:27AM	Climb Global Solutions (CLMB) Rose on Solid Results (Insider Monkey)
Dec-05-24 07:00AM	Scality and Climb Channel Solutions Partner to Reimagine Distribution for AI and Cyber-resilient Storage Software (GlobeNewswire)
Dec-02-24 12:45PM	3 Reasons Growth Investors Will Love Climb Global (CLMB) (Zacks)
Nov-14-24 12:45PM	Here is Why Growth Investors Should Buy Climb Global (CLMB) Now (Zacks)
09:40AM	Are Business Services Stocks Lagging Climb Global Solutions, Inc. (CLMB) This Year? (Zacks)
Nov-01-24 03:00PM	Climb Global Solutions Inc (CLMB) Q3 2024 Earnings Call Highlights: Record Growth and Strategic ... (GuruFocus.com)
Oct-30-24 06:20PM	Climb Global Solutions (CLMB) Q3 Earnings Top Estimates (Zacks)
04:05PM	Climb Global Solutions Reports Record Third Quarter 2024 Results (GlobeNewswire)
09:17AM	Climb Global Solutions Inc (CLMB) Q3 2024 Earnings Report Preview: What to Expect (GuruFocus.com)
Oct-29-24 07:00AM	Climb Channel Solutions Launches North American Partnership with Cybersecurity Vendor Fortra (GlobeNewswire)
Oct-23-24 07:00AM	Climb Channel Solutions Launches NA Partnership with Software Management Platform Vendor, FinQuery (GlobeNewswire)
Oct-10-24 07:51AM	Climb Global (CLMB) Surged on Strong Results (Insider Monkey)
Oct-09-24 05:11PM	Climb Global Solutions Inc (CLMB) Q2 2024 Earnings Call Highlights: Strong Growth and Strategic ... (GuruFocus.com)
Oct-08-24 04:30PM	Climb Global Solutions Sets Third Quarter 2024 Conference Call for October 31, 2024 at 8:30 a.m. ET (GlobeNewswire)
08:23AM	Climb Global Solutions (CLMB): Top Performer of Cove Street Capital Small Cap Value Fund (Insider Monkey)
07:52AM	Climb Global (CLMB) Moves 7.0% Higher: Will This Strength Last? (Zacks)
Oct-01-24 07:00AM	Climb Channel Solutions Launches Bluebeam in LATAM Territory (GlobeNewswire)
Sep-25-24 07:00AM	Climb Channel Solutions Announces A-LIGN, Security and Compliance Partner, as Global Contract (GlobeNewswire)
Sep-12-24 07:00AM	Climb Channel Solutions Announces Keyfactor as New North American Channel Partner (GlobeNewswire)
Aug-30-24 09:40AM	Is Climb Global Solutions, Inc. (CLMB) Outperforming Other Business Services Stocks This Year? (Zacks)
Aug-20-24 07:00AM	Climb Channel Solutions Announces the Launch of MSP360 Partnership in North America (GlobeNewswire)
Aug-07-24 11:00AM	Climb Global Solutions, Inc. Acquires Douglas Stewart Software & Services, LLC, Expanding Reach in North America and Strengthening Education Sector Offerings (GlobeNewswire) +13.03%
Aug-06-24 07:00PM	Climb Global Solutions (CLMB) Q2 Earnings Surpass Estimates (Zacks) +5.11%
04:05PM	Climb Global Solutions Reports Second Quarter 2024 Results and Announces Acquisition of Douglas Stewart Software & Services, LLC (GlobeNewswire)
Jul-23-24 08:30AM	Climb Global Solutions Sets Second Quarter 2024 Conference Call for August 7, 2024 at 8:30 a.m. ET (GlobeNewswire)
Jul-18-24 07:00AM	Wasabi Technologies Now Available in Climb Channel Solutions' Portfolio of GSA Offerings (GlobeNewswire)
Jul-17-24 08:49AM	Climb Global (CLMB) Moves 8.5% Higher: Will This Strength Last? (Zacks)
Jun-25-24 07:37AM	Climb Global (CLMB) Surges 5.1%: Is This an Indication of Further Gains? (Zacks)
Jun-13-24 07:00AM	Climb Channel Solutions Announces Partnership with Flashpoint to Deliver Industry-Leading Threat Intelligence Solutions (GlobeNewswire)
Jun-05-24 08:00AM	Rocky Mountain Chocolate Factory Announces Separation of CEO and Chair Roles (GlobeNewswire)
May-14-24 07:00AM	CRN Recognizes 7 Employees at Climb Channel Solutions on the 2024 Women of the Channel List and Names Climb's VP of Marketing Worldwide as one of the 2024 Women of the Channel Power 100 (GlobeNewswire)
May-04-24 08:20AM	Climb Global Solutions, Inc. (NASDAQ:CLMB) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 03:09AM	Climb Global Solutions Inc (CLMB) Q1 2024 Earnings Call Transcript Highlights: Strategic Moves ... (GuruFocus.com)
May-02-24 10:32PM	Q1 2024 Climb Global Solutions Inc Earnings Call (Thomson Reuters StreetEvents) -10.52%
May-01-24 05:47PM	Climb Global Solutions Inc (CLMB) Q1 2024 Earnings: Misses EPS Estimates, Reports Revenue Growth (GuruFocus.com)
04:05PM	Climb Global Solutions Reports First Quarter 2024 Results (GlobeNewswire)
01:13PM	7 Tech Stocks Blending Growth and Income for Maximum Returns (InvestorPlace)
Apr-30-24 07:00AM	Climb Channel Solutions' Commitment to Excellence Recognized with Multiple Prestigious Awards in Q1 2024 (GlobeNewswire)
Apr-25-24 07:00AM	Climb Channel Solutions Launches Partnership with Automox, Providing Leading Endpoint Management Solution to North American Partners (GlobeNewswire)
Apr-18-24 08:30AM	Climb Global Solutions Sets First Quarter 2024 Conference Call for May 2, 2024 at 8:30 a.m. ET (GlobeNewswire)
Apr-11-24 04:24AM	Is Climb Global Solutions (CLMB) a Minnow in a Zillion Dollar Space? (Insider Monkey)
Apr-10-24 05:31AM	Should You Invest in Climb Global Solutions (CLMB)? (Insider Monkey)
Apr-02-24 08:54AM	Scale Computing Approved on Climb Channel Solutions' OMNIA Partners/NCPA and GSA Contracts (GlobeNewswire)
Mar-25-24 11:47AM	Climb Channel Solutions Awarded NAM Distributor of the Year by Delinea (GlobeNewswire)
Mar-13-24 11:00AM	Insider Selling: CEO Dale Foster Sells 3,500 Shares of Climb Global Solutions Inc (CLMB) (GuruFocus.com)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
Mar-05-24 08:30AM	Climb Global Solutions to Participate at the Sidoti Small Cap Conference on March 14 (GlobeNewswire)
Mar-01-24 08:56AM	Climb Global Solutions, Inc. (NASDAQ:CLMB) Q4 2023 Earnings Call Transcript (Insider Monkey) +6.37%
Feb-29-24 10:23PM	Q4 2023 Climb Global Solutions Inc Earnings Call (Thomson Reuters StreetEvents) +16.97%

Climb Global Solutions, Inc. engages in the distribution of software developed by others through resellers indirectly to customers. It operates through the Distribution and Solutions segments. The Distribution segment distributes technical software to corporate resellers, value added resellers (VARs), consultants and systems integrators worldwide under the names Climb Channel Solutions and Sigma Software Distribution. The Solutions segment provides cloud solutions and value-added reseller of software, hardware, and services to customers worldwide under the names TechXtend and Grey Matter. The company was founded by Edwin Huffman Morgens in 1982 and is headquartered in Eatontown, NJ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BOREN KIMBERLY	Director	Jun 05 '25	Proposed Sale	103.10	5,796	597,567		Jun 05 11:13 AM
Popovich Timothy	Chief Operating Officer	May 16 '25	Sale	110.00	9,000	990,000	13,115	May 20 08:14 AM
Popovich, Timothy (CLMB)	Officer	May 16 '25	Proposed Sale	100.00	9,000	900,000		May 16 05:38 PM
Foster Dale Richard	Chief Executive Officer	May 07 '25	Sale	102.41	10,000	1,024,143	77,801	May 08 02:51 PM
Foster Dale Richard	Officer	May 07 '25	Proposed Sale	106.68	10,000	1,066,800		May 07 11:06 AM
Scorziello Greg	Director	May 05 '25	Sale	100.63	5,767	580,358	1,774	May 06 04:40 PM
Scorziello Greg	Director	May 05 '25	Proposed Sale	100.63	5,767	580,358		May 05 04:06 PM
Foster Dale Richard	Chief Executive Officer	Mar 18 '25	Sale	110.46	2,000	220,926	82,740	Mar 19 03:17 PM
Foster Dale Richard	Chief Executive Officer	Mar 11 '25	Sale	123.92	7,500	929,400	90,027	Mar 13 06:22 PM
Foster Dale Richard	Chief Executive Officer	Mar 12 '25	Sale	122.50	3,471	425,198	86,556	Mar 13 06:22 PM
Bass Charles Edward	Chief Alliance Officer	Mar 10 '25	Sale	124.71	8,117	1,012,280	25,792	Mar 12 03:28 PM
LEGROTTAGLIE VITO	Chief Information Officer	Mar 11 '25	Sale	122.00	7,000	854,000	46,637	Mar 12 03:24 PM
BRYANT ANDREW S	Director	Mar 10 '25	Sale	125.50	2,543	319,158	11,261	Mar 12 03:19 PM
BRYANT ANDREW S	Director	Mar 12 '25	Sale	122.00	2,604	317,688	6,274	Mar 12 03:19 PM
BRYANT ANDREW S	Director	Mar 11 '25	Sale	121.02	2,383	288,381	8,878	Mar 12 03:19 PM
Bass, Charles	Officer	Mar 10 '25	Proposed Sale	124.00	8,117	1,006,508		Mar 11 07:49 PM
Legrottaglie, Vito (CLMB)	Officer	Mar 11 '25	Proposed Sale	125.71	7,000	880,000		Mar 10 04:47 PM
Foster Dale Richard	Officer	Mar 10 '25	Proposed Sale	127.50	15,000	1,912,500		Mar 10 02:07 PM
BRYANT ANDREW S	Director	Mar 10 '25	Proposed Sale	123.68	7,530	931,310		Mar 10 11:06 AM

Open in Screener

CRVL

Corvel Corp

Aug 05 • 04:00PM ET

87.64

Dollar change +1.12
Percentage change 1.29	%

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 VTWO

Index	RUT	P/E	45.30	EPS (ttm)	1.93	Insider Own	43.95%	Shs Outstand	51.44M	Perf Week	-0.98%
Market Cap	4.51B	Forward P/E	-	EPS next Y	-	Insider Trans	-0.38%	Shs Float	28.83M	Perf Month	-12.36%
Enterprise Value	4.33B	PEG	-	EPS next Q	-	Inst Own	53.97%	Short Float	2.76%	Perf Quarter	-20.70%
Income	100.82M	P/S	4.91	EPS this Y	-	Inst Trans	-0.53%	Short Ratio	5.37	Perf Half Y	-24.43%
Sales	918.58M	P/B	13.98	EPS next Y	-	ROA	18.61%	Short Interest	0.80M	Perf YTD	-21.23%
Book/sh	6.27	P/C	22.31	EPS next 5Y	-	ROE	33.25%	52W High	128.61 -31.86%	Perf Year	-14.31%
Cash/sh	3.93	P/FCF	49.24	EPS past 3/5Y	14.44% 16.61%	ROIC	27.83%	52W Low	86.14 1.74%	Perf 3Y	59.45%
Dividend Est.	-	EV/EBITDA	28.77	Sales past 3/5Y	11.49% 8.62%	Gross Margin	23.77%	Volatility	2.44% 2.78%	Perf 5Y	232.52%
Dividend TTM	-	EV/Sales	4.71	EPS Y/Y TTM	29.16%	Oper. Margin	13.94%	ATR (14)	2.62	Perf 10Y	722.65%
Dividend Ex-Date	-	Quick Ratio	1.90	Sales Y/Y TTM	12.46%	Profit Margin	10.98%	RSI (14)	28.63	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	1.79	EPS Q/Q	25.18%	SMA20	-5.46%	Beta	0.97	Target Price	-
Payout	0.00%	Debt/Eq	0.06	Sales Q/Q	10.86%	SMA50	-12.99%	Rel Volume	1.21	Prev Close	86.52
Employees	5075	LT Debt/Eq	0.06	Earnings	Aug 05 BMO	SMA200	-19.99%	Avg Volume	148.20K	Price	87.64
IPO	Jun 28, 1991	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	178,841	Change	1.29%

Today 03:25AM	CorVel Corp (CRVL) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Aug-05-25 06:21AM	CorVel: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:15AM	CorVel Announces Revenues and Earnings (GlobeNewswire)
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)
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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)
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)
01:30PM	Loading…
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)
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)
07:08AM	Loading…
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	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.)

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
MICHAEL JEFFREY J	Director	Jul 22 '25	Option Exercise	11.05	9,000	99,477	560,787	Jul 23 05:55 PM
HOOPS ALAN	Director	Jul 08 '25	Option Exercise	11.05	9,000	99,477	25,688	Jul 09 08:34 PM
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

Open in Screener

SEDG

Solaredge Technologies Inc

Aug 05 • 04:00PM ET

26.12

Dollar change +0.49
Percentage change 1.91	%

Technology • Solar • Israel • NASD

SEDG Solaredge Technologies Inc daily Stock Chart

Peers: ENPH FSLR CSIQ ARRY RUN SHLS JKS NOVA MAXN DQ

| Held by: IJR VGT TAN VXF SPSM ICLN IJS SCHA GRID KOMP

Index	-	P/E	-	EPS (ttm)	-30.14	Insider Own	2.23%	Shs Outstand	58.29M	Perf Week	4.69%
Market Cap	1.54B	Forward P/E	-	EPS next Y	-0.35	Insider Trans	2.33%	Shs Float	57.73M	Perf Month	-1.17%
Enterprise Value	1.54B	PEG	-	EPS next Q	-0.88	Inst Own	95.75%	Short Float	25.65%	Perf Quarter	102.17%
Income	-1722.10M	P/S	1.64	EPS this Y	85.78%	Inst Trans	-2.64%	Short Ratio	2.45	Perf Half Y	95.51%
Sales	942.00M	P/B	2.56	EPS next Y	89.26%	ROA	-51.47%	Short Interest	14.80M	Perf YTD	92.06%
Book/sh	10.19	P/C	2.04	EPS next 5Y	-	ROE	-121.50%	52W High	32.45 -19.51%	Perf Year	-1.58%
Cash/sh	12.81	P/FCF	-	EPS past 3/5Y	- -	ROIC	-172.94%	52W Low	10.24 155.08%	Perf 3Y	-92.75%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	-22.86% -8.76%	Gross Margin	-82.11%	Volatility	8.36% 8.78%	Perf 5Y	-85.22%
Dividend TTM	-	EV/Sales	1.64	EPS Y/Y TTM	-559.87%	Oper. Margin	-139.85%	ATR (14)	2.28	Perf 10Y	-13.34%
Dividend Ex-Date	-	Quick Ratio	1.39	Sales Y/Y TTM	-57.89%	Profit Margin	-182.81%	RSI (14)	52.81	Recom	3.59
Dividend Gr. 3/5Y	- -	Current Ratio	2.04	EPS Q/Q	38.43%	SMA20	-2.80%	Beta	1.47	Target Price	18.48
Payout	-	Debt/Eq	1.28	Sales Q/Q	7.38%	SMA50	15.62%	Rel Volume	0.55	Prev Close	25.63
Employees	5633	LT Debt/Eq	0.68	Earnings	Aug 07 BMO	SMA200	54.10%	Avg Volume	6.05M	Price	26.12
IPO	Mar 26, 2015	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.67% 7.54%	Trades		Volume	3,317,714	Change	1.91%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-16-25	Downgrade	BNP Paribas Exane	Neutral → Underperform	$17
Jul-14-25	Upgrade	Barclays	Underweight → Equal Weight
Jul-09-25	Downgrade	Goldman	Buy → Neutral	$27
Jul-08-25	Upgrade	KeyBanc Capital Markets	Underweight → Sector Weight
Jun-17-25	Downgrade	KeyBanc Capital Markets	Sector Weight → Underweight	$16
May-23-25	Upgrade	Northland Capital	Under Perform → Market Perform	$15.50
May-16-25	Downgrade	Northland Capital	Market Perform → Under Perform	$15.50
Apr-25-25	Upgrade	Northland Capital	Under Perform → Market Perform	$12.50
Apr-23-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$10
Apr-23-25	Downgrade	Guggenheim	Neutral → Sell	$5
Feb-20-25	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$11 → $18
Feb-20-25	Downgrade	Northland Capital	Market Perform → Under Perform	$15
Feb-20-25	Downgrade	BMO Capital Markets	Market Perform → Underperform	$13 → $15
Jan-08-25	Downgrade	Citigroup	Neutral → Sell	$12 → $9
Dec-17-24	Upgrade	Goldman	Sell → Buy	$10 → $19
Nov-20-24	Upgrade	Guggenheim	Sell → Neutral
Nov-15-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$23 → $9
Nov-07-24	Reiterated	TD Cowen	Hold	$16 → $11
Nov-07-24	Downgrade	Piper Sandler	Neutral → Underweight	$17 → $9
Nov-07-24	Downgrade	Mizuho	Outperform → Neutral	$35 → $11

Show Previous Ratings

Aug-05-25 11:20PM	SolarEdge (SEDG) Reports Earnings Tomorrow: What To Expect (StockStory)
02:14PM	CEG's Q2 Earnings Coming Up: How Should Investors Play the Stock? (Zacks)
09:03AM	Murphy Oil to Release Q2 Earnings: What's in Store for the Stock? (Zacks)
09:00AM	SolarEdge Announces Strategic Partnership with Schaeffler for EV Charging Infrastructure (Business Wire)
Aug-01-25 11:08AM	Sunrun Set to Post Q2 Earnings: Here's What You Need to Know (Zacks)
08:54AM	Loading…
08:54AM	First Solar Beats Q2 Earnings Estimates, Raises '25 Sales Guidance (Zacks)
Jul-31-25 10:00AM	SolarEdge Technologies (SEDG) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
08:50AM	Want Better Returns? Don't Ignore These 2 Oils and Energy Stocks Set to Beat Earnings (Zacks)
Jul-30-25 03:43PM	Why SolarEdge Technologies Stock Is Burning Brightly in Investors' Eyes Today (Motley Fool)
11:10AM	SolarEdge and Solar Landscape Sign Strategic Agreement for American-Manufactured SolarEdge Technology (Business Wire)
08:50AM	Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Now (Zacks)
Jul-29-25 06:15PM	SolarEdge Technologies (SEDG) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks) -7.80%
Jul-23-25 06:15PM	SolarEdge Technologies (SEDG) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks) -8.76%
08:24AM	Enphase Energy Q2 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
Jul-17-25 08:00AM	SolarEdge to Announce Financial Results for the Second Quarter Ended June 30, 2025, on Thursday, August 7, 2025 (Business Wire)
06:15PM	Loading…
Jul-16-25 06:15PM	SolarEdge Technologies (SEDG) Stock Declines While Market Improves: Some Information for Investors (Zacks) -8.81%
11:35AM	Why SolarEdge (SEDG) Shares Are Trading Lower Today (StockStory)
09:01AM	Enphase Energy Ups Presence in Europe With IQ EV Charger 2 Expansion (Zacks)
Jul-15-25 10:15AM	JP Morgan downgrades solar stocks amid tax credit shift (Investing.com)
10:11AM	First Solar Gains 29.3% in Past 3 Months: Should You Buy the Stock? (Zacks)
09:47AM	DoorDash, Southwest downgraded: Wall Street's top analyst calls (The Fly)
Jul-14-25 11:36AM	Why SolarEdge (SEDG) Stock Is Up Today (StockStory)
09:32AM	Rivian downgraded, PayPal upgraded: Wall Street's top analyst calls (The Fly)
Jul-11-25 12:06AM	SolarEdge (SEDG): Buy, Sell, or Hold Post Q1 Earnings? (StockStory) -7.07%
Jul-10-25 11:35PM	Winners And Losers Of Q1: SolarEdge (NASDAQ:SEDG) Vs The Rest Of The Renewable Energy Stocks (StockStory)
06:15PM	SolarEdge Technologies (SEDG) Outperforms Broader Market: What You Need to Know (Zacks)
Jul-08-25 07:03PM	Clean energy stocks drop as Trump's new executive order targets renewables (Business Insider)
01:51PM	Why SolarEdge (SEDG) Stock Is Nosediving (StockStory)
09:31AM	Circle initiated, CoreWeave downgraded: Wall Street's top analyst calls (The Fly)
07:50AM	Here's why Enphase and other solar stocks are tanking after Trump's latest move (MarketWatch)
09:56AM	Loading…
Jul-07-25 09:56AM	Clean-Energy Companies Brace for Whiplash From 'Big, Beautiful Bill' (The Wall Street Journal)
08:34AM	Greater U.S. policy clarity on clean energy may support risk-taking: JPMorgan (Investing.com)
Jul-04-25 09:23AM	Enphase Energy Introduces IQ EV Charger 2 in Australia and New Zealand (Zacks)
03:11AM	SolarEdge Technologies (SEDG) Gained Over 37% This Week. Here is Why. (Insider Monkey)
Jul-03-25 09:31PM	Analyst Report: SolarEdge Technologies, Inc. (Morningstar Research) +16.69%
01:40AM	The Top 5 Analyst Questions From SolarEdge's Q1 Earnings Call (StockStory)
Jul-02-25 07:17AM	Renewables stocks rally as U.S. Senate drops excise tax (Investing.com) +7.96%
Jul-01-25 05:05PM	These Stocks Moved the Most Today: Tesla, Sunrun, Robinhood, Wolfspeed, Las Vegas Sands, Progress Software, and More (Barrons.com) +7.16%
04:29PM	Senate Tax Bill Strikes Clean Energy But Leaves Room for Relief (Bloomberg)
02:16PM	Solar stocks jump, casino names surge, Ford Q2 sales increase (Yahoo Finance Video)
02:13PM	These Stocks Are Moving the Most Today: Tesla, Sunrun, Robinhood, Wolfspeed, Las Vegas Sands, Progress Software, and More (Barrons.com)
02:05PM	Analyst Report: SolarEdge Technologies, Inc. (Morningstar Research)
12:16PM	Sunrun, SolarEdge, and Other Solar Stocks Jump as Republicans Strip Excise Tax From Spending Bill (Barrons.com)
Jun-30-25 11:57AM	Trumps Megabill Was Supposed to Kill Solar. Why Sunrun, First Solar Stocks Are Rising. (Barrons.com)
09:38AM	Solar stocks, Moderna, HPE: Trending Tickers (Yahoo Finance Video)
05:06AM	Sunrun, Enphase Stocks Fall on Senate Bill Surprise. Why This Solar Company Is Shining. (Barrons.com)
Jun-27-25 06:15PM	SolarEdge Technologies (SEDG) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
03:46AM	SolarEdge Technologies (SEDG) Gained Over 18% This Week. Here is Why. (Insider Monkey)
Jun-26-25 06:43PM	Analyst Report: SolarEdge Technologies, Inc. (Morningstar Research) +5.11%
04:47PM	Solar stocks climb, Equinix's weak outlook: Trending Tickers (Yahoo Finance Video)
03:56PM	SolarEdge (SEDG) Shares Skyrocket, What You Need To Know (StockStory)
01:25PM	Enphase Energy Leads S&P 500 Gainers on Solar Tax Credit News (Investopedia)
10:25AM	SolarEdge expands U.S. manufacturing in Salt Lake City, Utah (TipRanks)
Jun-25-25 10:18AM	SolarEdge Expands U.S. Manufacturing in Salt Lake City, Utah (Business Wire)
Jun-24-25 03:48PM	Solar stocks surge after Senate Republicans hint at tax credit changes (Investing.com) +17.87%
01:28PM	SolarEdge, GoodRx, BigCommerce, 8x8, and Angi Shares Are Soaring, What You Need To Know (StockStory)
Jun-23-25 04:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jun-21-25 08:45AM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
08:00AM	Why Are Solar Stocks Dropping So Fast? (Motley Fool)
Jun-19-25 09:50AM	First Solar Plunges 21.2% in Past 6 Months: How to Play the Stock? (Zacks)
Jun-18-25 08:28PM	SolarEdge Technologies (SEDG): Among the Solar Energy Stocks that Crashed This Week (Insider Monkey) +6.39%
11:38AM	Trump's Tax Megabill Has Analysts Souring on Sunrun, First Solar, Enphase Stocks (Barrons.com)
11:28AM	First Solar Scales U.S. Manufacturing to Meet Rising Demand (Zacks)
10:30AM	Enphase's New Battery Storage Penetrates Major European Countries (Zacks)
09:51AM	Roku upgraded, Sarepta downgraded: Wall Streets top analyst calls (TipRanks)
09:20AM	KeyBanc cuts solar names to Underweight on overwhelming overhang (TipRanks)
Jun-17-25 10:17PM	SunRun Stock Plunged 40% Tuesday Watch These Key Price Levels (Investopedia) -33.44%
05:03PM	Solar Stocks Dive As Senate Bill Keeps Cuts To Solar, Wind Energy Incentives (Investor's Business Daily)
04:49PM	Solar stocks clobbered as Senate targets early end to wind and solar credits in Trump tax bill (Yahoo Finance)
04:05PM	Analyst Report: SolarEdge Technologies, Inc. (Morningstar Research)
03:59PM	Solar stocks, Eli Lilly & Verve, PureCycle: Trending Tickers (Yahoo Finance Video)
12:03PM	Top Stock Movers Now: Enphase Energy, T-Mobile US, Jabil, and More (Investopedia)
11:18AM	AMD extends gains, solar stocks plummet, pharma stocks (Yahoo Finance Video)
11:04AM	Solar stocks plunge on Senate bill's tax-credit phase-out, but analysts say investors should be happy (MarketWatch)
10:09AM	Solar Stocks Fall as Senate Bill Ends Key Tax Credits Early (Bloomberg)
09:53AM	T-Mobile & Softbank, solar, Eli Lilly & Verve: Trending Tickers (Yahoo Finance Video)
09:46AM	Roku upgraded, Sarepta downgraded: Wall Street's top analyst calls (The Fly)
09:33AM	SunRun Leads Rout in Solar Stocks After Senate Backs End to Tax Credits (The Wall Street Journal)
08:33AM	Solar Stocks Sink as Senate Maintains Full Removal of Clean-Energy Tax Credits (Investopedia)
05:54AM	Green energy stocks stumble, and other early market movers (MarketWatch)
04:51AM	Renewable energy stocks dip as Senate moves to end wind, solar tax credits early (Investing.com)
Jun-16-25 06:15PM	SolarEdge Technologies (SEDG) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
Jun-14-25 01:57PM	Barclays Raises SolarEdge Technologies, Inc. (SEDG)'s PT to $12 from $11 (Insider Monkey)
Jun-13-25 06:57PM	Analyst Report: SolarEdge Technologies, Inc. (Morningstar Research) +10.85%
02:08PM	The Israel-Iran conflict is casting a long shadow on the stock market. Here are the winners and losers. (MarketWatch)
Jun-11-25 11:50AM	Trump Tax Bill Splits Solar Market. Residential Power Is 'on the Chopping Block.' (Barrons.com)
Jun-10-25 11:52AM	Sunnova Files for Bankruptcy. Why Solar Stocks Are Gaining (Barrons.com) +11.81%
Jun-05-25 11:31AM	SolarEdge (SEDG) Up 18.3% Since Last Earnings Report: Can It Continue? (Zacks)
09:04AM	Why SolarEdge Technologies Stock Skyrocketed 46% in May (Motley Fool)
Jun-02-25 01:14PM	Auto stocks, Applied Digital-CoreWeave deal, solar stocks fall (Yahoo Finance Video)
10:56AM	Clean-Energy Stocks Drop After White House Axes $3.7 Billion in Grants (The Wall Street Journal)
08:00AM	SolarEdge Reaches Key Milestone at Austin, Texas Manufacturing Site, Driving Local Job Growth and U.S. Energy Independence with Flex (Business Wire)
May-31-25 08:47AM	GLJ upgrades SolarEdge to Hold on solar friendly Senate (TipRanks)
May-29-25 01:04AM	Here is Why SolarEdge (SEDG) Plummeted Last Week (Insider Monkey)
May-27-25 08:00AM	SolarEdge Releases 2024 Sustainability Report, Highlighting Contributions Towards Meeting the Global Energy Demand Through Smarter, Safer, and more Efficient Technology (Business Wire)
07:38AM	These 3 Stocks Keep Falling -- Are They Bargains or Traps? (Motley Fool)
May-25-25 04:28AM	Northland Upgrades SolarEdge (SEDG) to Market Perform, Cites Strong Solar Demand (Insider Monkey)
May-24-25 08:00AM	Fate of $20 Billion US Home Solar Market Lies in GOP Senate Hands (Bloomberg)
06:50AM	SolarEdge upgraded to Market Perform from Underperform at Northland (TipRanks)
May-23-25 03:46PM	Sunrun, SolarEdge Soar After Senate Pushes Back on Tax Credit Cuts (GuruFocus.com) +11.78%

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov in 2006 and is headquartered in Herzliya, Israel.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
AVERY MORE	Chairman of the Board	Mar 04 '25	Buy	13.70	30,000	411,000	274,478	Mar 06 11:56 AM
GANI MARCEL	Director	Nov 13 '24	Buy	11.43	20,000	228,648	53,035	Nov 14 04:01 PM
AVERY MORE	Chairman of the Board	Nov 11 '24	Buy	13.65	156,000	2,129,400	244,478	Nov 13 03:06 PM

INGM Ingram Micro Holding Corp daily Stock Chart

Held by: CGMM AVUV FNDA IWR IWD IYW IWS PRFZ EQAL JPSV

Index	-	P/E	16.16	EPS (ttm)	1.19	Insider Own	90.92%	Shs Outstand	234.83M	Perf Week	-7.55%
Market Cap	4.52B	Forward P/E	5.98	EPS next Y	3.22	Insider Trans	0.00%	Shs Float	21.31M	Perf Month	-4.80%
Enterprise Value	7.60B	PEG	2.07	EPS next Q	0.59	Inst Own	10.96%	Short Float	8.41%	Perf Quarter	4.40%
Income	279.48M	P/S	0.09	EPS this Y	1.26%	Inst Trans	5.51%	Short Ratio	4.74	Perf Half Y	-17.15%
Sales	48.92B	P/B	1.17	EPS next Y	13.91%	ROA	1.54%	Short Interest	1.79M	Perf YTD	-0.83%
Book/sh	16.45	P/C	5.12	EPS next 5Y	7.81%	ROE	7.61%	52W High	25.69 -25.15%	Perf Year	-
Cash/sh	3.75	P/FCF	46.65	EPS past 3/5Y	-16.56% -11.33%	ROIC	3.84%	52W Low	14.25 34.95%	Perf 3Y	-
Dividend Est.	0.30 (1.56%)	EV/EBITDA	6.14	Sales past 3/5Y	-4.13% 0.33%	Gross Margin	7.02%	Volatility	3.39% 2.85%	Perf 5Y	-
Dividend TTM	0.15 (0.78%)	EV/Sales	0.16	EPS Y/Y TTM	-18.77%	Oper. Margin	1.86%	ATR (14)	0.63	Perf 10Y	-
Dividend Ex-Date	May 20, 2025	Quick Ratio	0.95	Sales Y/Y TTM	2.31%	Profit Margin	0.57%	RSI (14)	37.34	Recom	1.93
Dividend Gr. 3/5Y	- -	Current Ratio	1.40	EPS Q/Q	28.27%	SMA20	-6.47%	Beta	-	Target Price	24.25
Payout	0.00%	Debt/Eq	1.03	Sales Q/Q	8.24%	SMA50	-4.77%	Rel Volume	1.10	Prev Close	19.52
Employees	23500	LT Debt/Eq	0.88	Earnings	Aug 06 AMC	SMA200	-6.84%	Avg Volume	378.11K	Price	19.23
IPO	Oct 24, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	7.66% 5.73%	Trades		Volume	415,735	Change	-1.49%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-11-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$22
Jan-16-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$25 → $27
Nov-26-24	Initiated	Melius	Hold	$26
Nov-20-24	Initiated	JP Morgan	Neutral	$28
Nov-18-24	Initiated	William Blair	Outperform
Nov-18-24	Initiated	Stifel	Buy	$28
Nov-18-24	Initiated	Redburn Atlantic	Buy	$30
Nov-18-24	Initiated	RBC Capital Mkts	Outperform	$26
Nov-18-24	Initiated	Raymond James	Outperform	$28
Nov-18-24	Initiated	Morgan Stanley	Equal-Weight	$24
Nov-18-24	Initiated	Loop Capital	Buy	$30
Nov-18-24	Initiated	Jefferies	Buy	$28
Nov-18-24	Initiated	Goldman	Buy	$33
Nov-18-24	Initiated	Exane BNP Paribas	Neutral	$25
Nov-18-24	Initiated	Evercore ISI	In-line	$27
Nov-18-24	Initiated	Deutsche Bank	Buy	$26
Nov-18-24	Initiated	BofA Securities	Buy	$30
Nov-08-24	Initiated	Northcoast	Neutral

Show Previous Ratings

Aug-04-25 11:03PM	Ingram Micro (INGM) Reports Q2: Everything You Need To Know Ahead Of Earnings (StockStory)
08:52PM	H2O.ai Appoints Jamie Lim as Vice President of Partnerships for Asia Pacific Region (Business Wire)
Jul-23-25 05:00PM	Ingram Micro to Announce Second Quarter Fiscal 2025 Financial Results on August 6, 2025 (Business Wire)
Jul-15-25 09:00AM	CloudBolt Announces Strategic Go-To-Market Alliance with Ingram Micro to Scale Modern Cloud Services (GlobeNewswire)
Jul-13-25 04:29AM	Ingram Micro Recovers Quickly From July 2025 Cyberattack (Insider Monkey)
07:54AM	Loading…
Jul-10-25 07:54AM	Ingram Micro restores global operations following hack (Cybersecurity Dive)
Jul-08-25 06:03AM	Ingram Micro makes progress on restoring operations following attack (Cybersecurity Dive)
Jul-07-25 08:57AM	Ingram Micro says ongoing outage caused by ransomware attack (TechCrunch) -7.51%
Jul-05-25 10:07PM	Ingram Micro Issues Statement Regarding Cybersecurity Incident (Business Wire)
Jul-04-25 01:31AM	The 5 Most Interesting Analyst Questions From Ingram Micro's Q1 Earnings Call (StockStory)
Jun-17-25 02:23AM	Ingram Micro to Host Webinar on Xvantage AI-Powered Digital Experience Platform (Insider Monkey)
Jun-10-25 09:28AM	INGM Q1 Earnings Call: Automation and Platform Investments Drive Growth Amid Margin Pressure (StockStory)
06:00AM	Ingram Micro To Preview Its Xvantage Digital Experience Platform (Business Wire)
Jun-08-25 11:33PM	Q1 Rundown: Ingram Micro (NYSE:INGM) Vs Other IT Distribution & Solutions Stocks (StockStory)
Jun-02-25 12:03AM	Ingram Micro (INGM): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
08:00AM	Loading…
May-14-25 08:00AM	Ingram Micro Appoints Growth Leader Matthew Sanderson to Run EMEA Business; Announces Retirement of Global Executive Mark Snider (Business Wire)
May-13-25 11:07PM	Ingram Micro Holding Corporation (INGM): Among the Most Promising New Technology Stocks According to Analysts (Insider Monkey)
May-12-25 05:13PM	Ingram Micro to Present at Upcoming Investor Conferences (Business Wire) +5.26%
May-09-25 03:51AM	Ingram Micro Holding Corp (INGM) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
May-08-25 05:20PM	Ingram Micro: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Ingram Micro Reports Fiscal First Quarter 2025 Financial Results (Business Wire)
Apr-28-25 05:03AM	Winners And Losers Of Q4: Avnet (NASDAQ:AVT) Vs The Rest Of The IT Distribution & Solutions Stocks (StockStory)
05:02AM	IT Distribution & Solutions Stocks Q4 Highlights: Connection (NASDAQ:CNXN) (StockStory)
Apr-25-25 05:04AM	IT Distribution & Solutions Stocks Q4 Recap: Benchmarking Ingram Micro (NYSE:INGM) (StockStory)
Apr-17-25 05:05AM	3 Reasons INGM is Risky and 1 Stock to Buy Instead (StockStory)
Apr-15-25 09:00AM	Ingram Micro to Announce First Quarter Fiscal 2025 Financial Results on May 8, 2025 (Business Wire)
Apr-02-25 04:30PM	Ingram Micros Xvantage Digital Platform Wins Three 2025 iF DESIGN AWARDS for Excellence in User Experience and Innovation (Business Wire) -7.55%
Mar-18-25 08:10AM	Ingram Micro's Xvantage Integrations Hub Delivers a Plug-and-Play Experience, Virtually Eliminating the Complexity of Software Integrations (Business Wire)
Mar-13-25 09:00AM	3 Small-Cap Stocks Skating on Thin Ice (StockStory)
Mar-09-25 04:39PM	Ingram Micro Holding Corporation (INGM): Among Stocks with Heavy Insider Buying in 2025 (Insider Monkey)
09:56AM	Loading…
Mar-06-25 09:56AM	Ingram Micro price target lowered to $28 from $30 at BofA (TipRanks)
Mar-05-25 07:06AM	Q4 2024 Ingram Micro Holding Corp Earnings Call (Thomson Reuters StreetEvents) -5.53%
02:12AM	Ingram Micro Holding Corp (INGM) Q4 2024 Earnings Call Highlights: Navigating Growth Amidst ... (GuruFocus.com)
Mar-04-25 05:02PM	Ingram Micro: Q4 Earnings Snapshot (Associated Press Finance)
04:30PM	Ingram Micro Reports Fiscal Fourth Quarter and Full Fiscal Year 2024 Financial Results (Business Wire)
Mar-03-25 04:35PM	Is Ingram Micro Holding Corporation (INGM) the Best Performing IT Services Stock to Buy According to Analysts? (Insider Monkey)
Feb-28-25 08:02PM	Ingram Micro to Attend the Morgan Stanley Technology, Media and Telecom Conference (Business Wire)
Feb-20-25 04:30PM	Ingram Micro Elevates the Power of Community (Business Wire)
Feb-18-25 06:30AM	Ingram Micro Schedules Announcement of Fourth Quarter and Fiscal Year 2024 Financial Results on March 4, 2025 (Business Wire)
Feb-10-25 05:46PM	Is Ingram Micro Holdings Corporation (INGM) Mid-Cap IT Stock Outperforming The Market In 2025? (Insider Monkey)
Jan-23-25 08:45AM	Proofpoint and Ingram Micro Team to Radically Simplify and Accelerate Sales Cycles for Partners (Business Wire)
Jan-08-25 04:15PM	Ingram Micro Appoints Sanjib Sahoo as President of Global Platform Group (Business Wire)
Dec-10-24 04:05PM	Ingram Micro Awarded Two 2024 AWS Partner Awards (Business Wire)
Dec-04-24 08:03AM	Ingram Micro Signs New Agreement with AWS to Drive Channel Partner Services Capabilities and Scale (Business Wire)
Dec-02-24 04:15PM	Ingram Micro Takes Strategic Action to Position Company for Long-Term Growth (Business Wire)
Nov-19-24 06:25AM	Ingram Micro initiated with an In Line at Evercore ISI (TipRanks)
06:16AM	Ingram Micro initiated with a Buy at BofA as PC market recovers (TipRanks)
Nov-12-24 04:15PM	Ingram Micro Reports Fiscal Third Quarter 2024 Financial Results (Business Wire)
Nov-04-24 04:17PM	Ingram Micro Schedules Announcement of Fiscal Third Quarter 2024 Financial Results on November 12, 2024 (Business Wire)
Oct-29-24 02:02PM	Hedge Fund and Insider Trading News: Elliott Investment Management, Centiva Capital, Vantage Point Asset Management, Ingram Micro Holding Corp (INGM), CoStar Group Inc (CSGP), and More (Insider Monkey)
Oct-23-24 08:18PM	Ingram Micro Announces Pricing of Its Initial Public Offering (Business Wire)

Ingram Micro Holding Corp. operates as a holding company, which engages in the distribution of information technology products, cloud and other services worldwide. It operates through the following geographical segments: North America, EMEA, Asia-Pacific, and Latin America. The EMEA segment includes the Middle East and Africa. Its vast infrastructure and focus on client and endpoint solutions, advanced solutions offerings and cloud-based solutions enables business partners to scale and operate more efficiently in the markets. The company was founded in 1979 and is headquartered in Irvine, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
PLATINUM EQUITY, LLC	10% Owner	Nov 04 '24	Sale	22.00	2,790,000	61,380,000	210,952,854	Nov 06 04:30 PM
PLATINUM EQUITY, LLC	10% Owner	Oct 25 '24	Sale	22.00	7,000,000	154,000,000	213,742,854	Oct 29 04:32 PM
COOK CHRISTIAN B	Director	Oct 25 '24	Buy	22.00	46,000	1,012,000	46,000	Oct 29 04:30 PM
Sigler Mary Ann	Director	Oct 25 '24	Buy	22.00	7,500	165,000	7,500	Oct 29 04:30 PM
MONIE ALAIN	Director	Oct 25 '24	Buy	22.00	227,000	4,994,000	1,335,793	Oct 25 04:47 PM
Hornstein Carolyn	SVP, Controller & CAO	Oct 25 '24	Buy	22.00	10,000	220,000	24,968	Oct 25 04:46 PM
Sherman Scott D	Executive VP, Human Resources	Oct 25 '24	Buy	22.00	9,100	200,200	207,021	Oct 25 04:44 PM
Zilis Michael	Executive VP & CFO	Oct 25 '24	Buy	22.00	28,250	621,500	28,250	Oct 25 04:39 PM
Bay Paul D	Chief Executive Officer	Oct 25 '24	Buy	22.00	45,500	1,001,000	45,500	Oct 25 04:37 PM

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Aug 05 • 04:00PM ET

63.81

Dollar change -0.49
Percentage change -0.77	%

Technology • Software - Application • USA • NASD

Peers: MSFT IBM CDW CSCO SNX ARW AVT JNPR NSIT HPQ

| Held by: IJR VTI AVUV VGT IWM VXF IWN SPSM CALF DFAT

Index	RUT	P/E	15.74	EPS (ttm)	4.05	Insider Own	2.14%	Shs Outstand	26.53M	Perf Week	-6.97%
Market Cap	1.68B	Forward P/E	12.98	EPS next Y	4.92	Insider Trans	0.00%	Shs Float	25.80M	Perf Month	-9.53%
Enterprise Value	1.35B	PEG	-	EPS next Q	1.10	Inst Own	98.30%	Short Float	2.08%	Perf Quarter	-0.45%
Income	107.98M	P/S	0.82	EPS this Y	0.32%	Inst Trans	-3.24%	Short Ratio	2.97	Perf Half Y	-19.69%
Sales	2.04B	P/B	1.73	EPS next Y	4.91%	ROA	6.08%	Short Interest	0.54M	Perf YTD	-13.63%
Book/sh	36.86	P/C	4.32	EPS next 5Y	-	ROE	11.49%	52W High	106.98 -40.35%	Perf Year	-26.91%
Cash/sh	14.77	P/FCF	5.69	EPS past 3/5Y	1.00% 9.48%	ROIC	10.77%	52W Low	53.83 18.54%	Perf 3Y	14.83%
Dividend Est.	-	EV/EBITDA	9.29	Sales past 3/5Y	4.20% 5.42%	Gross Margin	25.22%	Volatility	3.52% 2.68%	Perf 5Y	73.82%
Dividend TTM	-	EV/Sales	0.66	EPS Y/Y TTM	-6.40%	Oper. Margin	5.68%	ATR (14)	1.99	Perf 10Y	233.82%
Dividend Ex-Date	Dec 13, 2012	Quick Ratio	1.47	Sales Y/Y TTM	-7.54%	Profit Margin	5.29%	RSI (14)	36.61	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.63	EPS Q/Q	16.28%	SMA20	-5.53%	Beta	1.16	Target Price	92.00
Payout	0.00%	Debt/Eq	0.06	Sales Q/Q	-10.56%	SMA50	-8.63%	Rel Volume	1.04	Prev Close	64.31
Employees	2199	LT Debt/Eq	0.03	Earnings	Aug 07 AMC	SMA200	-12.21%	Avg Volume	180.43K	Price	63.81
IPO	Nov 15, 1996	Option/Short	Yes / Yes	EPS/Sales Surpr.	28.32% -4.91%	Trades		Volume	189,028	Change	-0.77%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-08-24	Downgrade	Sidoti	Buy → Neutral	$83
Aug-05-21	Upgrade	Sidoti	Neutral → Buy
Dec-09-20	Downgrade	Sidoti	Buy → Neutral
Feb-11-20	Upgrade	Berenberg	Hold → Buy	$91 → $102
Feb-06-20	Upgrade	Sidoti	Neutral → Buy	$105
Nov-14-19	Downgrade	Sidoti	Buy → Neutral	$98
Jul-01-19	Upgrade	Sidoti	Neutral → Buy
May-29-19	Downgrade	Berenberg	Buy → Hold
Nov-19-18	Initiated	Sidoti	Neutral	$86
Nov-16-18	Initiated	Berenberg	Buy	$96
Feb-09-18	Upgrade	Sidoti	Neutral → Buy
May-25-17	Reiterated	Stifel	Hold	$60 → $68
Dec-09-16	Reiterated	Stifel	Hold	$95 → $113
Nov-15-16	Downgrade	Sidoti	Buy → Neutral
Feb-08-16	Upgrade	Sidoti	Neutral → Buy
Jan-05-16	Resumed	Canaccord Genuity	Buy	$110
Dec-07-15	Upgrade	Sidoti	Neutral → Buy
Nov-05-15	Reiterated	Canaccord Genuity	Buy	$90 → $95
Oct-30-15	Downgrade	Stifel	Buy → Hold
Oct-09-15	Downgrade	Sidoti	Buy → Neutral

Show Previous Ratings

Aug-01-25 01:05PM	ePlus, Getty Images, Xerox, Coherent, and Planet Labs Shares Are Falling, What You Need To Know (StockStory)
Jul-31-25 04:30PM	ePlus Announces First Quarter Fiscal Year 2026 Earnings Release Date and Conference Call (PR Newswire)
Jul-24-25 12:02AM	3 Reasons to Avoid PLUS and 1 Stock to Buy Instead (StockStory)
Jul-10-25 11:41AM	ePlus Honored as Digital Realty's 2024 Rising Star Partner, Shows AI Innovation (Insider Monkey)
Jul-08-25 08:30AM	ePlus Named Digital Realty's 2024 Rising Star Partner of the Year (PR Newswire)
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Jul-07-25 11:31PM	A Look Back at IT Distribution & Solutions Stocks' Q1 Earnings: ePlus (NASDAQ:PLUS) Vs The Rest Of The Pack (StockStory)
Jul-04-25 07:55AM	PEAC Solutions completes acquisition of ePlus Finance subsidiaries (Leasing Life)
Jul-01-25 07:15AM	ePlus Closes Sale of Financing Business to PEAC Solutions (PR Newswire)
Jun-26-25 10:31AM	PEAC Solutions to acquire ePlus Finance to enhance leasing capabilities (Leasing Life)
Jun-24-25 08:30AM	ePlus Recognized as Innovator Partner of the Year at Pure Storage Annual Pure/Partner Forum (PR Newswire)
Jun-23-25 07:15AM	ePlus Enters Into Agreement to Sell Financing Business to PEAC, a Portfolio Company of HPS Investment Partners, LLC (PR Newswire)
Jun-17-25 08:30AM	ePlus Recognized as Lenovo North American Infrastructure Partner of the Year (PR Newswire)
Jun-06-25 09:13AM	ePlus Receives Nutanix Portfolio Partner of the Year Award (PR Newswire)
May-28-25 03:45AM	PLUS Q1 Earnings Call: Services Growth Offsets Product Decline, Management Cautious on Outlook (StockStory)
May-27-25 04:30PM	ePlus Secures a Spot on CRN Solution Provider 500 List for 14th Consecutive Year (PR Newswire)
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May-23-25 12:48PM	Why Is ePlus (PLUS) Stock Soaring Today (StockStory)
07:26AM	Q4 2025 ePlus inc Earnings Call (Thomson Reuters StreetEvents)
03:04AM	ePlus Inc (PLUS) Q4 2025 Earnings Call Highlights: Strong Profitability Amid Sales Decline (GuruFocus.com)
May-22-25 05:25PM	EPlus (PLUS) Tops Q4 Earnings Estimates (Zacks)
04:37PM	ePlus (NASDAQ:PLUS) Reports Sales Below Analyst Estimates In Q1 Earnings (StockStory)
04:05PM	ePlus Reports Fourth Quarter and Fiscal Year 2025 Financial Results (PR Newswire)
May-21-25 11:34PM	IT Distribution & Solutions Stocks Q4 Recap: Benchmarking ePlus (NASDAQ:PLUS) (StockStory)
09:19AM	ePlus Inc (PLUS) Q4 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
03:03AM	ePlus (PLUS) Q1 Earnings Report Preview: What To Look For (StockStory)
May-15-25 04:30PM	ePlus Announces Fourth Quarter and Fiscal Year 2025 Earnings Release Date and Conference Call (PR Newswire)
May-12-25 10:00AM	ePlus Customer Experience VP Deanna Davenport Spotlighted on the CRN 2025 Women of the Channel Power 80 Solution Provider List (PR Newswire)
Apr-28-25 05:03AM	Winners And Losers Of Q4: Avnet (NASDAQ:AVT) Vs The Rest Of The IT Distribution & Solutions Stocks (StockStory)
05:02AM	IT Distribution & Solutions Stocks Q4 Highlights: Connection (NASDAQ:CNXN) (StockStory)
Apr-16-25 05:08AM	3 Reasons PLUS is Risky and 1 Stock to Buy Instead (StockStory)
Apr-10-25 08:30AM	ePlus Earns NVIDIA DGX SuperPOD Specialization Partner Status (PR Newswire)
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Apr-03-25 05:15AM	IT Distribution & Solutions Stocks Q4 Teardown: ePlus (NASDAQ:PLUS) Vs The Rest (StockStory) -5.93%
Apr-01-25 08:30AM	Broadcom Awards ePlus Growth Partner of the Year for VMware (PR Newswire)
Mar-25-25 11:30AM	Allspring Small Company Value Fund Q4 2024 Commentary (SeekingAlpha)
Mar-21-25 08:30AM	ePlus Recognized as F5's 2024 North America BeF5 Partner of the Year (PR Newswire)
Mar-18-25 08:30AM	ePlus Achievements Recognized on CRN Tech Elite 250 List (PR Newswire)
Mar-14-25 05:02AM	Spotting Winners: ScanSource (NASDAQ:SCSC) And IT Distribution & Solutions Stocks In Q4 (StockStory)
Feb-25-25 08:27AM	ePlus (PLUS) Fell in Q4 on Below-Expected Results (Insider Monkey)
Feb-10-25 04:30PM	ePlus Named to CRN's MSP 500 Elite 150 List for 2025 (PR Newswire)
Feb-06-25 10:45AM	Q3 2025 ePlus inc Earnings Call (Thomson Reuters StreetEvents) -13.15%
08:30AM	ePlus Launches GRIT: Girls Re-Imagining Tomorrow 2025 Program (PR Newswire)
02:14AM	ePlus Inc (PLUS) Q3 2025 Earnings Call Highlights: Strong Subscription Growth Amidst Market ... (GuruFocus.com)
Feb-05-25 05:45PM	EPlus (PLUS) Lags Q3 Earnings and Revenue Estimates (Zacks)
04:05PM	ePlus Reports Third Quarter and First Nine Months Results (PR Newswire)
Feb-04-25 02:23PM	ePlus Inc. (PLUS) Expands Managed Services with AI-Powered Network Monitoring for Juniper Mist Devices (Insider Monkey)
08:30AM	ePlus Expands Managed Services with Support for Juniper Mist (PR Newswire)
07:10AM	ePlus Inc (PLUS) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-30-25 01:07PM	ePlus Inc. (PLUS): AI Readiness Survey Reveals Key Insights into Industry Adoption (Insider Monkey)
Jan-29-25 04:30PM	ePlus Announces Third Quarter Fiscal Year 2025 Earnings Release Date and Conference Call (PR Newswire)
08:30AM	ePlus Survey Reveals Disparity Between AI Aspirations and AI Readiness (PR Newswire)
Jan-07-25 08:30AM	ePlus Welcomes Melissa Ballenger as a New Member of the Board of Directors (PR Newswire)
Dec-17-24 08:30AM	ePlus Launches Secure GenAI Accelerator (PR Newswire)
Dec-04-24 08:30AM	ePlus Achieves ISO 9001 Certification (PR Newswire)
Nov-13-24 10:18AM	Eplus Inc (PLUS) Surged on Solid Results (Insider Monkey) -16.01%
02:15AM	ePlus Inc (PLUS) Q2 2025 Earnings Call Highlights: Strategic Acquisitions and Revenue Growth ... (GuruFocus.com)
Nov-12-24 06:05PM	EPlus (PLUS) Q2 Earnings and Revenues Miss Estimates (Zacks)
04:05PM	ePlus Reports Second Quarter and First Half Financial Results Fiscal Year 2025 (PR Newswire)
Nov-08-24 04:20PM	ePlus Announces Second Quarter Fiscal Year 2025 Earnings Release Date and Conference Call (PR Newswire)
Nov-07-24 08:30AM	ePlus and Digital Realty Launch AI Experience Center (PR Newswire)
Nov-04-24 08:30AM	ePlus Wins Five Awards at 2024 Cisco Partner Summit Including Mass Scale Infrastructure Partner of the Year Globally and for the Americas (PR Newswire)
Oct-09-24 05:06PM	ePlus Inc (PLUS) Q1 2025 Earnings Call Highlights: Navigating Challenges with Service Revenue Growth (GuruFocus.com)
Sep-17-24 08:00AM	Sidoti Events, LLC's Virtual September Small-Cap Conference (ACCESSWIRE)
Aug-29-24 01:15AM	Director John Callies Sells 1,050 Shares of ePlus Inc (PLUS) (GuruFocus.com)
Aug-26-24 07:00PM	Insider Selling: Director FAULDERS C THOMAS III Sells Shares of ePlus Inc (PLUS) (GuruFocus.com)
Aug-20-24 08:30AM	ePlus Acquires Bailiwick Services, LLC (PR Newswire)
Aug-13-24 08:30AM	ePlus and IGXGlobal Earn Cisco Environmental Sustainability Specialization Renewal (PR Newswire)
Aug-06-24 06:30PM	EPlus (PLUS) Misses Q1 Earnings and Revenue Estimates (Zacks) +6.11%
04:05PM	ePlus Reports First Quarter Fiscal Year 2025 Financial Results (PR Newswire)
Jul-30-24 04:30PM	ePlus Announces First Quarter Fiscal Year 2025 Earnings Release Date and Conference Call (PR Newswire)
Jul-29-24 10:00AM	Analysts Estimate ePlus (PLUS) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-12-24 08:54AM	ePlus Announces Storage-as-a-Service Leveraging NetApp (PR Newswire)
Jul-03-24 08:30AM	IGXGlobal Begins Offering Storage-as-a-Service Powered by Pure Storage (PR Newswire)
Jun-27-24 08:30AM	ePlus Recognized as Juniper Networks 2023 Partner of the Year for Cloud Ready Data Center in Worldwide and Americas Categories (PR Newswire)
Jun-26-24 08:30AM	ePlus Announces Azure Recover (PR Newswire)
Jun-17-24 02:47PM	3 Small-Cap Stocks Ready to Deliver Jumbo-Sized Gains (InvestorPlace)
Jun-11-24 08:30AM	ePlus Wins Lenovo U.S. Infrastructure Solutions Partner of the Year Award (PR Newswire)
May-31-24 09:04AM	ePlus Earns Spot on CRN's 2024 Solution Provider 500 List (PR Newswire)
May-23-24 08:05AM	ePlus inc. (NASDAQ:PLUS) Q4 2024 Earnings Call Transcript (Insider Monkey)
May-22-24 08:53PM	PLUS Stock Earnings: ePlus Misses EPS, Beats Revenue for Q4 2024 (InvestorPlace)
05:25PM	EPlus (PLUS) Q4 Earnings Lag Estimates (Zacks)
04:35PM	EPlus: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	ePlus Reports Fourth Quarter and Fiscal Year 2024 Financial Results and Announces New Share Repurchase Program (PR Newswire)
May-15-24 04:30PM	ePlus Announces Fourth Quarter and Fiscal Year 2024 Earnings Release Date and Conference Call (PR Newswire)
May-10-24 08:30AM	ePlus Honored as Growth Partner of the Year by Varonis (PR Newswire)
May-09-24 08:30AM	Binary Defense Named as New Tier 2 Managed Detection and Response Partner for ePlus (PR Newswire)
Apr-16-24 08:30AM	ePlus Achieves AWS Migration Competency Status (PR Newswire)
Mar-26-24 12:54PM	Royce Investment Partners Commentary: 5 Small-Cap Value Stocks in Focus (GuruFocus.com)
Mar-18-24 04:30PM	ePlus Places on CRN 2024 MSP 500 Elite 150 and Tech Elite 250 Lists (PR Newswire)
Mar-05-24 08:30AM	ePlus Named F5 North America 2023 Strategic Solutions Partner of the Year (PR Newswire)
Feb-21-24 11:27PM	ePlus Inc Director John Callies Sells 1,308 Shares (GuruFocus.com)
Feb-08-24 03:03AM	Does ePlus (PLUS) Have the Potential For Value Appreciation? (Insider Monkey) +8.81%
Feb-07-24 04:46PM	Why ePlus Stock Plunged 28% on Wednesday (Motley Fool) -13.00%
09:52AM	ePlus inc. (NASDAQ:PLUS) Q3 2024 Earnings Call Transcript (Insider Monkey)
06:04AM	Q3 2024 ePlus inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 05:30PM	EPlus (PLUS) Q3 Earnings and Revenues Miss Estimates (Zacks)
04:27PM	EPlus: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	ePlus Reports Third Quarter and First Nine Months Financial Results (PR Newswire)
Feb-01-24 08:30AM	ePlus Announces AI Ignite: Artificial Intelligence Assessment, Enablement and Implementation Offerings (PR Newswire)
Jan-30-24 04:30PM	ePlus Announces Third Quarter and Nine Month Fiscal Year 2024 Earnings Release Date and Conference Call (PR Newswire)
Jan-29-24 04:30PM	ePlus Acquires PEAK Resources, Inc. (PR Newswire)
Jan-17-24 08:30AM	ePlus Joins U.S. Chamber of Commerce (PR Newswire)

ePlus, Inc. engages in the provision of information technology (IT) solutions that enable organizations to optimize their IT environment and supply chain processes in the United States. It operates through the Technology and Financing segments. The Technology segment offers hardware, perpetual and subscription software, maintenance, software assurance, and internally provides outsourced services and advanced professional and managed services, including ePlus managed, professional, security, staff augmentation, server and desktop support, and project management services. The Financing segment specializes in arrangements, such as direct financing, sales-type, and operating leases, loans and consumption-based financing arrangements, and underwriting and management of IT equipment and assets. Its financing operations consist of sales, pricing, credit, contracts, accounting, risk management, and asset management. This segment primarily finances IT equipment, communication-related equipment, medical equipment, industrial machinery equipment, office furniture and general office equipment, transportation equipment, and other general business equipment directly, as well as through vendors. The company was founded by Bruce M. Bowen in 1990 and is headquartered in Herndon, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Marion Elaine D	Chief Financial Officer	Sep 16 '24	Sale	92.19	5,000	460,926	64,442	Sep 17 05:09 PM
Marion Elaine D	Officer	Sep 16 '24	Proposed Sale	92.16	5,000	460,781		Sep 16 04:36 PM
Callies John E	Director	Aug 26 '24	Sale	95.68	1,050	100,464	19,443	Aug 28 04:04 PM
Callies John E	Director	Aug 26 '24	Proposed Sale	95.68	1,050	100,464		Aug 26 05:13 PM
FAULDERS C THOMAS III	Director	Aug 23 '24	Sale	93.13	2,000	186,260	44,341	Aug 26 04:20 PM
FAULDERS C THOMAS III	Director	Aug 23 '24	Proposed Sale	93.13	2,000	186,260		Aug 23 05:42 PM
RAIGUEL DARREN S	Chief Operating Officer	Aug 20 '24	Sale	91.14	5,000	455,678	43,569	Aug 22 04:05 PM
RAIGUEL DARREN S	Officer	Aug 20 '24	Proposed Sale	91.10	5,000	455,523		Aug 20 04:18 PM

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