Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

Open in Screener

OS

OneStream Inc

Feb 11 • 04:00PM ET

23.62

+0.06 0.25 %

Technology • Software - Infrastructure • USA • NASD

Peers: MSFT ORCL ADBE CRM TEAM WDAY NOW SAP IBM DOCU

| Held by: VTI VB VGT VBK VXF SCHA IGV MNA FTEC WCLD

Index	-	P/E	-	EPS (ttm)	-0.47	Insider Own	53.74%	Shs Outstand	89.92M	Perf Week	1.24%
Market Cap	5.79B	Forward P/E	85.76	EPS next Y	0.28	Insider Trans	-0.29%	Shs Float	87.67M	Perf Month	-0.04%
Enterprise Value	5.25B	PEG	1.90	EPS next Q	0.05	Inst Own	48.14%	Short Float	3.93%	Perf Quarter	-0.51%
Income	-82.75M	P/S	10.15	EPS this Y	38.69%	Inst Trans	-0.62%	Short Ratio	0.89	Perf Half Y	18.28%
Sales	570.68M	P/B	9.39	EPS next Y	41.85%	ROA	-9.74%	Short Interest	3.45M	Perf YTD	28.51%
Book/sh	2.52	P/C	8.86	EPS next 5Y	45.09%	ROE	-20.63%	52W High	30.32 -22.10%	Perf Year	-21.74%
Cash/sh	2.67	P/FCF	61.18	EPS past 3/5Y	-109.45% -	ROIC	-17.01%	52W Low	16.51 43.06%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	32.37% -	Gross Margin	67.86%	Volatility	0.80% 0.53%	Perf 5Y	-
Dividend TTM	-	EV/Sales	9.19	EPS Y/Y TTM	58.84%	Oper. Margin	-24.00%	ATR (14)	0.30	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	2.30	Sales Y/Y TTM	24.19%	Profit Margin	-14.50%	RSI (14)	67.96	Recom	2.81
Dividend Gr. 3/5Y	- -	Current Ratio	2.30	EPS Q/Q	95.58%	SMA20	0.20%	Beta	2.03	Target Price	24.13
Payout	-	Debt/Eq	0.04	Sales Q/Q	19.49%	SMA50	11.59%	Rel Volume	1.27	Prev Close	23.56
Employees	1500	LT Debt/Eq	0.03	Earnings	Feb 26 AMC	SMA200	5.93%	Avg Volume	3.87M	Price	23.62
IPO	Jul 24, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	258.74% 4.16%	Trades		Volume	4,905,413	Change	0.25%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-17-25	Initiated	BTIG Research	Buy	$25
Dec-02-25	Initiated	Rosenblatt	Buy	$26
Nov-07-25	Reiterated	BMO Capital Markets	Outperform	$24 → $25
Aug-08-25	Reiterated	BMO Capital Markets	Outperform	$33 → $28
May-20-25	Initiated	William Blair	Outperform
Apr-30-25	Initiated	Mizuho	Outperform	$30
Apr-22-25	Initiated	Exane BNP Paribas	Outperform	$30
Mar-19-25	Initiated	Stephens	Overweight	$27
Feb-12-25	Downgrade	JP Morgan	Overweight → Neutral	$30 → $26
Jan-16-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$37
Dec-19-24	Initiated	Wedbush	Outperform	$40
Dec-11-24	Initiated	Goldman	Buy	$37
Sep-23-24	Initiated	BMO Capital Markets	Outperform	$38
Aug-19-24	Initiated	Wolfe Research	Outperform	$32
Aug-19-24	Initiated	Truist	Buy	$35
Aug-19-24	Initiated	TD Cowen	Buy	$34
Aug-19-24	Initiated	Scotiabank	Sector Outperform	$34
Aug-19-24	Initiated	Raymond James	Outperform	$32
Aug-19-24	Initiated	Needham	Buy	$33
Aug-19-24	Initiated	Morgan Stanley	Equal-Weight	$29

Show Previous Ratings

Feb-05-26 05:55PM	Mitek Systems (MITK) Beats Q1 Earnings and Revenue Estimates (Zacks)
12:10PM	Will Onestream (OS) Beat Estimates Again in Its Next Earnings Report? (Zacks)
09:00AM	OneStream Named a Leader in the IDC MarketScape for Enterprise Planning, Budgeting, and Forecasting Applications Vendor Assessment (PR Newswire)
Jan-30-26 04:05PM	OneStream Announces Timing of its Fourth Quarter and Full-Year 2025 Financial Results (PR Newswire)
Jan-22-26 04:31PM	Tech Buyouts Are Coming. 6 Stocks That Can Benefit. (Barrons.com)
05:41AM	Loading…
05:41AM	Will private equitys pivot to continuation vehicles continue in 2026? (CFO.com)
Jan-16-26 07:50AM	OneStream downgraded to Neutral from Outperform at BNP Paribas (TipRanks)
Jan-09-26 07:44AM	OneStream CEO: $6.4 billion deal to go private will accelerate AI strategy in finance (Fortune)
Jan-07-26 10:04AM	Onestream (OS) Moves 28.4% Higher: Will This Strength Last? (Zacks)
08:25AM	CFO software firm OneStream to go private in $6.4B takeover deal (CFO Dive)
Jan-06-26 08:14PM	OneStream (OS) Skyrockets 28% on $6.4-Billion Merger With Hg (Insider Monkey) +28.38%
04:34PM	S&P 500 and Dow Rally to Record Highs as Tech Stocks Surge (Barchart)
04:30PM	These Stocks Moved the Most Today: Sandisk, Nvidia, AMD, Palantir, OneStream, SoFi, Microchip, and More (Barrons.com)
02:18PM	OneStream to Go Private Through $6.4 Billion Hg Acquisition (The Wall Street Journal)
01:47PM	OneStream Enters into Definitive Agreement to be Acquired by Hg for $6.4 Billion (PR Newswire)
01:28PM	Loading…
01:28PM	These Stocks Are Moving the Most Today: Sandisk, Nvidia, AMD, Palantir, OneStream, SoFi, Microchip, and More (Barrons.com)
01:06PM	OneStream Is Going Private in $6.4 Billion Deal a Year After Its IPO. The Software Stock Soars. (Barrons.com)
12:51PM	Hg Capital to buy OneStream in $6.4 billion take private deal; shares jump 28% (Reuters)
09:28AM	OneStream Could Go Private Just a Year After Its IPO. The Software Stock Soars. (Barrons.com)
05:15AM	Under Armour shares rally as investor builds big stake, and other early market movers (MarketWatch)
04:35AM	Buyout Firm Hg Is Nearing a Deal to Take OneStream Private (Bloomberg)
04:17AM	Stock Market Today: Dow to dip fractionally from record as S&P 500 and Nasdaq called a tad higher while metal prices surge. (MarketWatch)
Jan-05-26 11:32PM	Hg Capital nears deal to take OneStream private, Bloomberg News reports (Reuters)
Dec-31-25 11:33AM	OS: Citi Cautiously Optimistic on Application Software as US Government Reopening Offsets Uncertain Demand (Insider Monkey)
Dec-20-25 06:12AM	These 3 Beaten-Down Software Stocks Could Be Setting Up for a Rebound, Says BTIG (TipRanks)
Dec-19-25 06:20AM	OneStream (OS) Fell Due to a Softer Third Quarter Billings Outlook (Insider Monkey)
Dec-09-25 11:19AM	OneStream (OS) Poised for 20% Annual Revenue Growth as it Gains Market Share from Legacy Systems (Insider Monkey)
Dec-05-25 03:43AM	CFOs On the Move: Week ending Dec. 5 (CFO.com)
Dec-04-25 01:19PM	OneStream Named a 5x Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software (PR Newswire)
Dec-02-25 04:05PM	OneStream Announces Leadership Updates (PR Newswire) -10.39%
03:05PM	Loading…
Nov-18-25 03:05PM	OneStream Deepens Strategic Alliance with Microsoft to Accelerate AI Adoption and Value for Office of the CFO (PR Newswire)
Nov-17-25 12:20PM	BofA Remains Bullish on OneStream (OS), Cites Sustained Demand for Its AI-Powered Finance Solutions (Insider Monkey)
Nov-10-25 12:20PM	Earnings Estimates Moving Higher for Onestream (OS): Time to Buy? (Zacks)
09:55AM	Does Onestream (OS) Have the Potential to Rally 25.9% as Wall Street Analysts Expect? (Zacks)
Nov-09-25 12:41PM	OneStream (OS) Soars 20% on Strong Q3, Bullish Rating (Insider Monkey)
Nov-07-25 06:36AM	Stock Market Today: Russell 2000, Dow Stage Impressive Comeback As Tech Selloff Abates (TheStreet) +19.18%
06:36AM	Stock Market Today: Nasdaq, Russell 2000 Fall Over 1% As Tech Sell Off Continues and Consumer Confidence Craters (TheStreet)
Nov-06-25 07:00PM	Onestream (OS) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks) -5.12%
06:00PM	Onestream (OS) Q3 Earnings and Revenues Surpass Estimates (Zacks)
04:59PM	Onestream: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	OneStream Announces Third Quarter 2025 Financial Results (PR Newswire)
Nov-05-25 05:15PM	Consensus Cloud Solutions, Inc. (CCSI) Q3 Earnings Surpass Estimates (Zacks) +8.18%
03:50PM	Exclusive-Financial software provider OneStream explores sale after share price drop, sources say (Reuters)
Nov-03-25 10:00AM	Grab Holdings Limited (GRAB) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Oct-30-25 10:00AM	Onestream (OS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
06:00AM	New OneStream Research Finds 75% of CFOs Lead Enterprise AI Strategy, Yet 1 in 3 Have Successfully Deployed AI at Scale (PR Newswire)
Oct-22-25 07:41AM	OneStream Expands Finance AI Leadership with Launch of Modern Financial Close, ESG Solution (Insider Monkey)
Oct-14-25 12:43PM	GRINDR INC (GRND) Surges 10.7%: Is This an Indication of Further Gains? (Zacks)
04:00AM	OneStream Extends Finance AI Leadership with the Launch of Modern Financial Close and SensibleAI-Powered ESG Planning & Reporting (PR Newswire)
Oct-06-25 04:30PM	OneStream Announces Timing of its Third Quarter 2025 Financial Results (PR Newswire) -5.50%
Oct-01-25 08:44AM	Here are the October additions to Goldmans U.S. Conviction List - Directors Cut (Investing.com)
Sep-30-25 04:13AM	Morgan Stanley Reiterates Buy on OneStream (OS) (Insider Monkey)
Sep-19-25 02:49PM	OneStream (OS) Growth Outlook Resilient as Subscription Momentum Offsets Market Pressures (Insider Monkey)
Sep-12-25 08:30AM	Do Options Traders Know Something About OneStream Stock We Don't? (Zacks)
Sep-01-25 05:05AM	Women CFOs outperform benchmarks and drive innovation: OneStream (International Accounting Bulletin)
Aug-27-25 10:58AM	Women CFOs lead lagging companies to 10% revenue growth: OneStream (CFO Dive)
10:58AM	Women CFOs boost lagging company growth: OneStream (CFO Dive)
06:00AM	OneStream Global Study Finds Women Take Longer to Reach CFO Seat; But, Once There, Deliver Performance Returns, Lead in Digital Adoption (PR Newswire)
Aug-20-25 12:14AM	Baird Lowers OneStream (OS) PT to $26 Despite Steady Q2 Growth, AI Innovations (Insider Monkey)
Aug-12-25 04:30PM	OneStream to Participate in Upcoming Investor Conferences (PR Newswire)
Aug-11-25 11:16AM	OneStream CEO highlights deterministic AI approach (CFO Dive)
Aug-07-25 07:00PM	Onestream (OS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) -5.00% -9.45%
05:20PM	Onestream: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	OneStream Announces Second Quarter 2025 Financial Results (PR Newswire)
Jul-13-25 04:29AM	OneStream Enhances Platform with New Productivity Tools, Power BI Integration, Version 9 Release (Insider Monkey)
Jul-10-25 09:00AM	WilliamsMarston Acquires AIT Consulting Services (Business Wire)
Jul-08-25 06:06AM	The Next Leg Up Is Coming: Daniel Ives Suggests 3 Tech Stocks to Buy (TipRanks)
Jul-07-25 04:30PM	OneStream Announces Timing of its Second Quarter 2025 Financial Results (PR Newswire)
Jun-02-25 12:32PM	Capital One and 3 More Stocks Join Goldman's 'Conviction List' (Barrons.com)
May-14-25 12:00PM	Onestream (OS) Upgraded to Buy: Here's What You Should Know (Zacks)
11:46AM	OneStream shakes up finance software portfolio with AI agents (CFO Dive)
09:30AM	OneStream Unveils Productivity Tools and Platform Enhancements to Help Teams Move Faster, Analyze Smarter and Scale with Confidence (PR Newswire)
May-13-25 04:00PM	OneStream Unveils SensibleAI Agents, SensibleAI Studio and the Most Advanced SensibleAI Forecast to Automate Finance's Most Demanding Tasks (PR Newswire)
May-12-25 09:00AM	OneStream Study Uncovers AI Talent and Skills Gap in Corporate Finance (PR Newswire) +6.06%
May-09-25 03:43AM	OneStream Inc (OS) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market Uncertainty (GuruFocus.com) +7.06%
May-08-25 04:05PM	OneStream Announces First Quarter 2025 Financial Results (PR Newswire) +6.51%
May-01-25 09:00AM	OneStream Splash to Usher in the Finance AI Era with Modern Finance Experience (PR Newswire)
Apr-30-25 04:30PM	OneStream to Participate in Upcoming Investor Conferences (PR Newswire)
Apr-25-25 11:10AM	OneStream price target lowered to $27 from $35 at Scotiabank (TipRanks)
Apr-09-25 06:30PM	OneStream Announces Timing of its First Quarter 2025 Financial Results (PR Newswire) +13.50%
Apr-08-25 09:00AM	OneStream Announces New ESG Reporting & Planning Solution to Help CFOs Navigate Evolving Reporting Demands (PR Newswire)
Apr-01-25 11:30AM	OneStream Again Recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Close and Consolidation Solutions (PR Newswire) +6.28%
Mar-26-25 05:54PM	OneStream, Inc. (OS): Among the Best IPO Stocks to Buy in 2025 (InsiderMonkey)
Mar-24-25 05:17PM	OneStream CFO: Tariff turbulence is good driver of business for us (CFO Dive)
Mar-20-25 09:00AM	OneStream Achieves the Highest Level of Federal Security Compliance with FedRAMP High Authorization (PR Newswire)
Feb-19-25 11:52AM	Q4 2024 Hackett Group Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-18-25 06:00PM	OneStream to Participate in Upcoming Investor Conference (PR Newswire)
Feb-13-25 10:15AM	OneStream price target lowered to $34 from $38 at BMO Capital (TipRanks)
07:26AM	Why OneStream Inc. (OS) Crashed on Wednesday (Insider Monkey)
Feb-12-25 04:17PM	Why OneStream Inc. (OS) Stock Is Crashing Today (Insider Monkey) -19.91%
09:45AM	OneStream sees high demand despite near-term headwinds (CFO Dive)
08:33AM	OneStream stock falls sharply on guidance miss, JPMorgan downgrade (Investing.com)
02:12AM	OneStream Inc (OS) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic Innovations (GuruFocus.com)
Feb-11-25 04:27PM	Onestream: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	OneStream Announces Fourth Quarter and Fiscal Year 2024 Financial Results (PR Newswire)
Feb-09-25 01:27PM	Onestream, Inc. (OS) Among the Best Software Infrastructure Stocks to Buy According to Analysts (Insider Monkey)
Jan-23-25 06:16AM	Morgan Stanley Says Emerging Software Cycles Will Drive 2025 Growth Here Are 3 Stocks to Bank on It (TipRanks)
Jan-08-25 04:30PM	OneStream Announces Timing of its Fourth Quarter and Full-Year 2024 Financial Results Conference Call (PR Newswire)
Nov-28-24 05:10PM	OneStream exercises option to purchase additional shares in secondary offering (TipRanks)
Nov-27-24 05:03PM	OneStream Announces Full Exercise of Underwriters' Option to Purchase Additional Shares in Secondary Offering of Class A Common Stock (PR Newswire) -5.10%

OneStream, Inc. is a holding company, which engages in the development of an artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. The company was founded by Robert Powers, Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hohenstein Ken	Chief Revenue Officer	Jan 16 '26	Option Exercise	11.94	120,000	1,432,400	1,110,961	Jan 20 05:40 PM
Hohenstein Ken	Chief Revenue Officer	Jan 16 '26	Sale	23.63	120,000	2,835,600	990,961	Jan 20 05:40 PM
Hohenstein Ken	Officer	Jan 16 '26	Proposed Sale	23.65	120,000	2,838,000		Jan 16 03:27 PM
McIntyre Pamela	Chief Accounting Officer	Jan 08 '26	Sale	23.58	6,505	153,388	58,847	Jan 09 06:18 PM
MARINER JONATHAN D	Director	Jan 06 '26	Sale	23.31	7,956	185,436	7,130	Jan 08 04:22 PM
Jonathan Mariner	Director	Jan 06 '26	Proposed Sale	23.61	7,956	187,841		Jan 06 04:59 PM
Hohenstein Ken	Chief Revenue Officer	Dec 16 '25	Option Exercise	10.65	40,000	426,000	1,030,961	Dec 18 04:05 PM
Hohenstein Ken	Chief Revenue Officer	Dec 16 '25	Sale	17.21	40,000	688,400	990,961	Dec 18 04:05 PM
Koefoed William A	Chief Financial Officer	Dec 15 '25	Sale	17.73	9,571	169,694	206,127	Dec 16 06:23 PM
Hohenstein Ken	Officer	Dec 16 '25	Proposed Sale	17.21	40,000	688,346		Dec 16 04:12 PM
Koefoed William A	Officer	Dec 15 '25	Proposed Sale	17.73	9,571	169,694		Dec 15 11:04 AM
MARINER JONATHAN D	Director	Dec 02 '25	Sale	20.90	18,423	385,041	15,086	Dec 04 05:27 PM
Hohenstein Ken	Chief Revenue Officer	Nov 17 '25	Option Exercise	10.65	40,000	426,000	1,037,062	Nov 19 04:13 PM
Hohenstein Ken	Chief Revenue Officer	Nov 17 '25	Sale	20.94	40,000	837,600	997,062	Nov 19 04:13 PM
Hohenstein Ken	Officer	Nov 17 '25	Proposed Sale	21.50	40,000	860,000		Nov 17 11:10 AM
Hohenstein Ken	Chief Revenue Officer	Oct 16 '25	Option Exercise	10.65	40,000	426,000	1,037,062	Oct 17 06:50 PM
Hohenstein Ken	Chief Revenue Officer	Oct 16 '25	Sale	16.85	40,000	673,968	997,062	Oct 17 06:50 PM
Hohenstein Ken	Officer	Oct 16 '25	Proposed Sale	16.85	40,000	673,850		Oct 16 04:11 PM
Kinzer John	Director	Sep 19 '25	Sale	20.00	30,000	600,000	0	Sep 22 04:40 PM
Kinzer John	Director	Sep 19 '25	Proposed Sale	20.00	30,000	600,000		Sep 19 10:59 AM
Hohenstein Ken	Chief Revenue Officer	Sep 16 '25	Option Exercise	10.65	40,000	426,000	1,037,062	Sep 18 04:31 PM
Hohenstein Ken	Chief Revenue Officer	Sep 16 '25	Sale	18.69	40,000	747,600	997,062	Sep 18 04:31 PM
Koefoed William A	Chief Financial Officer	Sep 15 '25	Sale	19.03	8,943	170,185	221,983	Sep 16 04:42 PM
Hohenstein Ken	Officer	Sep 16 '25	Proposed Sale	18.50	40,000	740,000		Sep 16 10:53 AM
Koefoed William A	Officer	Sep 15 '25	Proposed Sale	19.03	8,943	170,185		Sep 15 10:58 AM
MARINER JONATHAN D	Director	Sep 03 '25	Sale	20.07	141	2,830	33,509	Sep 04 06:23 PM
Jonathan Mariner	Director	Sep 03 '25	Proposed Sale	19.96	18,564	370,537		Sep 03 04:51 PM
Hohenstein Ken	Chief Revenue Officer	Aug 18 '25	Option Exercise	10.65	20,000	213,000	1,023,163	Aug 20 05:41 PM
Hohenstein Ken	Chief Revenue Officer	Aug 18 '25	Sale	21.56	20,000	431,200	1,003,163	Aug 20 05:41 PM
Hohenstein Ken	Officer	Aug 18 '25	Proposed Sale	21.56	20,000	431,200		Aug 18 10:53 AM
MARINER JONATHAN D	Director	Aug 04 '25	Sale	23.53	6,630	156,004	33,650	Aug 06 06:51 PM
Koefoed William A	Chief Financial Officer	Jul 25 '25	Option Exercise	10.65	25,000	266,250	262,839	Jul 28 06:11 PM
Koefoed William A	Chief Financial Officer	Jul 25 '25	Sale	25.00	25,000	625,000	237,839	Jul 28 06:11 PM
Koefoed William A	Officer	Jul 25 '25	Proposed Sale	25.00	25,000	625,000		Jul 25 02:22 PM
Hohenstein Ken	Chief Revenue Officer	Jul 18 '25	Option Exercise	10.65	20,000	213,000	1,023,163	Jul 21 05:21 PM
Hohenstein Ken	Chief Revenue Officer	Jul 18 '25	Sale	25.12	20,000	502,400	1,003,163	Jul 21 05:21 PM
Hohenstein Ken	Officer	Jul 18 '25	Proposed Sale	25.12	20,000	502,400		Jul 18 02:12 PM
MARINER JONATHAN D	Director	Jul 07 '25	Sale	26.59	6,630	176,292	40,280	Jul 09 04:17 PM
Koefoed William A	Chief Financial Officer	Jun 25 '25	Option Exercise	10.65	25,000	266,250	262,839	Jun 27 04:26 PM
Koefoed William A	Chief Financial Officer	Jun 25 '25	Sale	26.77	25,000	669,250	237,839	Jun 27 04:26 PM
Koefoed William A	Officer	Jun 25 '25	Proposed Sale	26.77	25,000	669,250		Jun 25 10:25 AM
Kinzer John	Director	Jun 20 '25	Sale	28.26	30,000	847,827	0	Jun 24 04:29 PM
Hohenstein Ken	Chief Revenue Officer	Jun 18 '25	Option Exercise	10.65	20,000	213,000	1,023,163	Jun 23 04:48 PM
Hohenstein Ken	Chief Revenue Officer	Jun 18 '25	Sale	28.28	20,000	565,600	1,003,163	Jun 23 04:48 PM
Kinzer John	Director	Jun 20 '25	Proposed Sale	28.26	30,000	847,932		Jun 20 04:19 PM
Koefoed William A	Chief Financial Officer	Jun 16 '25	Sale	27.90	9,354	260,977	237,839	Jun 18 04:12 PM
Hohenstein Ken	Officer	Jun 18 '25	Proposed Sale	28.28	20,000	565,600		Jun 18 09:49 AM
Koefoed William A	Officer	Jun 16 '25	Proposed Sale	27.90	9,354	260,977		Jun 16 10:08 AM
Koefoed William A	Chief Financial Officer	Jun 11 '25	Sale	28.23	6,501	183,523	247,193	Jun 12 04:57 PM
Hohenstein Ken	Chief Revenue Officer	Jun 11 '25	Sale	28.23	6,280	177,284	1,003,163	Jun 12 04:56 PM
Colby Craig	Former 10% Owner	Jun 11 '25	Sale	28.23	6,279	177,256	212,885	Jun 12 04:55 PM
Shea Thomas Anthony	CEO and President	Jun 11 '25	Sale	28.23	9,913	279,844	496,854	Jun 12 04:54 PM
Colby Craig	Officer	Jun 11 '25	Proposed Sale	28.23	6,279	177,234		Jun 11 04:16 PM
Hohenstein Ken	Officer	Jun 11 '25	Proposed Sale	28.23	6,280	177,262		Jun 11 04:14 PM
Koefoed William A	Officer	Jun 11 '25	Proposed Sale	28.23	6,501	183,500		Jun 11 04:12 PM
Shea Thomas Anthony	Officer	Jun 11 '25	Proposed Sale	28.23	9,913	279,808		Jun 11 04:07 PM
Powers Robert Allan Jr.	Officer	Jun 11 '25	Proposed Sale	28.23	634	17,896		Jun 11 04:05 PM
MARINER JONATHAN D	Director	Jun 02 '25	Sale	27.90	6,631	185,005	46,910	Jun 04 04:39 PM
Jonathan Mariner	Director	Jun 02 '25	Proposed Sale	28.06	19,891	558,141		Jun 02 05:40 PM
Koefoed William A	Chief Financial Officer	May 27 '25	Option Exercise	10.65	25,000	266,250	278,694	May 29 04:22 PM
Koefoed William A	Chief Financial Officer	May 27 '25	Sale	28.76	25,000	719,000	253,694	May 29 04:22 PM
Koefoed William A	Officer	May 27 '25	Proposed Sale	28.76	25,000	719,000		May 27 11:07 AM
Hohenstein Ken	Chief Revenue Officer	May 19 '25	Option Exercise	10.65	20,000	213,000	1,029,443	May 21 04:56 PM
Hohenstein Ken	Chief Revenue Officer	May 19 '25	Sale	27.67	20,000	553,400	1,009,443	May 21 04:56 PM
Hohenstein Ken	Officer	May 19 '25	Proposed Sale	27.67	20,000	553,400		May 19 09:37 AM
Colby Craig	10% Owner	May 09 '25	Option Exercise	11.42	280,000	3,198,666	499,164	May 13 04:27 PM
Colby Craig	10% Owner	May 09 '25	Sale	25.50	280,000	7,138,691	219,164	May 13 04:27 PM
Colby Craig	Officer	May 09 '25	Proposed Sale	25.49	280,000	7,138,546		May 09 04:20 PM
Kinzer John	Director	Apr 09 '25	Sale	20.28	40,000	811,200	0	Apr 10 06:22 PM
Kinzer John	Director	Apr 09 '25	Proposed Sale	20.28	40,000	811,047		Apr 09 04:18 PM
Koefoed William A	Chief Financial Officer	Feb 18 '25	Option Exercise	10.65	10,000	106,500	10,000	Feb 20 04:34 PM
Koefoed William A	Chief Financial Officer	Feb 18 '25	Sale	25.04	10,000	250,400	0	Feb 20 04:34 PM
Koefoed William A	Officer	Feb 18 '25	Proposed Sale	25.04	10,000	250,400		Feb 18 10:17 AM

Open in Screener

APP

Applovin Corp

Feb 11 • 04:00PM ET

456.81

-16.11 -3.41 %

Communication Services • Advertising Agencies • USA • NASD

Peers: TTD APPS PUBM MGNI GOOGL META PERI RBLX SNAP CRTO

| Held by: VTI VOO QQQ VUG IVV SPY VGT XLK QQQM IWF

Index	NDX, S&P 500	P/E	57.57	EPS (ttm)	7.93	Insider Own	33.84%	Shs Outstand	308.18M	Perf Week	17.94%
Market Cap	154.38B	Forward P/E	23.54	EPS next Y	19.40	Insider Trans	-1.29%	Shs Float	223.59M	Perf Month	-30.64%
Enterprise Value	156.23B	PEG	0.62	EPS next Q	3.15	Inst Own	72.87%	Short Float	5.84%	Perf Quarter	-29.86%
Income	2.72B	P/S	27.96	EPS this Y	52.39%	Inst Trans	13.64%	Short Ratio	2.65	Perf Half Y	-2.18%
Sales	5.52B	P/B	104.92	EPS next Y	30.58%	ROA	47.22%	Short Interest	13.05M	Perf YTD	-32.21%
Book/sh	4.35	P/C	92.62	EPS next 5Y	38.03%	ROE	230.71%	52W High	745.61 -38.73%	Perf Year	21.73%
Cash/sh	4.93	P/FCF	46.03	EPS past 3/5Y	277.19% 84.28%	ROIC	54.63%	52W Low	200.50 127.84%	Perf 3Y	2887.64%
Dividend Est.	-	EV/EBITDA	40.79	Sales past 3/5Y	19.02% 36.49%	Gross Margin	82.06%	Volatility	8.07% 7.66%	Perf 5Y	-
Dividend TTM	-	EV/Sales	28.30	EPS Y/Y TTM	134.97%	Oper. Margin	64.13%	ATR (14)	40.11	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	3.25	Sales Y/Y TTM	28.69%	Profit Margin	49.34%	RSI (14)	39.94	Recom	1.47
Dividend Gr. 3/5Y	- -	Current Ratio	3.25	EPS Q/Q	96.46%	SMA20	-9.59%	Beta	2.49	Target Price	725.24
Payout	0.00%	Debt/Eq	2.38	Sales Q/Q	17.26%	SMA50	-24.90%	Rel Volume	1.90	Prev Close	472.92
Employees	1563	LT Debt/Eq	2.38	Earnings	Feb 11 AMC	SMA200	-9.20%	Avg Volume	4.93M	Price	456.81
IPO	Apr 15, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	9.89% 2.84%	Trades		Volume	9,369,675	Change	-3.41%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Upgrade	Needham	Hold → Buy	$700
Jan-14-26	Initiated	Evercore ISI	Outperform	$835
Oct-22-25	Initiated	Deutsche Bank	Buy	$705
Oct-14-25	Initiated	RBC Capital Mkts	Outperform	$700
Jul-08-25	Initiated	Scotiabank	Sector Outperform	$430
Apr-10-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$350
Mar-28-25	Initiated	FBN Securities	Outperform	$385
Jan-10-25	Initiated	The Benchmark Company	Buy	$375
Nov-20-24	Initiated	Piper Sandler	Overweight	$400
Nov-08-24	Upgrade	Daiwa Securities	Neutral → Outperform	$80 → $280
Oct-29-24	Initiated	Wells Fargo	Overweight	$200
Oct-22-24	Initiated	Loop Capital	Buy	$181
Oct-14-24	Downgrade	Goldman	Buy → Neutral	$103 → $150
Sep-17-24	Upgrade	UBS	Neutral → Buy	$100 → $145
May-02-24	Resumed	Jefferies	Buy	$70 → $93
Apr-15-24	Initiated	Daiwa Securities	Neutral	$80
Dec-18-23	Initiated	HSBC Securities	Buy	$53.20
Aug-22-23	Upgrade	Jefferies	Hold → Buy	$20 → $50
Jul-24-23	Upgrade	BTIG Research	Neutral → Buy	$34
May-17-23	Upgrade	BofA Securities	Neutral → Buy	$21 → $27

Show Previous Ratings

Today 08:26PM	AppLovin Corporation, McDonald's, Cisco, QuantumScape And AST SpaceMobile: Why These 5 Stocks Are On Investors' Radars Today (Benzinga)
07:15PM	AppLovin CEO Downplays Risks From AI (The Wall Street Journal)
06:39PM	AppLovin Q4 Earnings Call Highlights (MarketBeat)
06:39PM	5 Earnings Charts to Watch This Week (Zacks)
05:37PM	AppLovin beats quarterly revenue estimates (Reuters)
05:15PM	Loading…
05:15PM	AppLovin (APP) Q4 Earnings and Revenues Surpass Estimates (Zacks)
05:13PM	Cisco Systems, Applovin, Viking: After-Hours Movers (Yahoo Finance Video)
05:01PM	AppLovin's (NASDAQ:APP) Q4 CY2025: Beats On Revenue (StockStory)
04:52PM	Dow Jones Futures: Stocks Extend Pause; Cisco, McDonald's, AppLovin Lead Earnings Movers (Investor's Business Daily)
04:21PM	AppLovin: Q4 Earnings Snapshot (Associated Press Finance)
04:20PM	AppLovin Reports Strong Earnings. The Stock Is Down. (Barrons.com)
04:20PM	AppLovin Profit Rises as Sales Jump (The Wall Street Journal)
04:05PM	AppLovin Announces Fourth Quarter and Full Year 2025 Financial Results (Business Wire)
02:00PM	AppLovin Faces Tough Questions as It Sees Rapid Growth (Barrons.com)
12:45PM	Why AppLovin (APP) Stock Is Down Today (StockStory)
10:48AM	Loading…
10:48AM	Here's Why You Should Hold Equifax Stock in Your Portfolio Now (Zacks)
10:43AM	Reasons Why You Should Retain Corpay Stock in Your Portfolio (Zacks)
07:54AM	Here's Why You Should Retain ABM Stock in Your Portfolio Now (Zacks)
06:18AM	Stocks Climb as January Jobs Growth Eases Economic Concerns (Barchart)
06:18AM	S&P Futures Tick Higher With All Eyes on Key U.S. Jobs Report (Barchart)
05:07AM	Cisco Systems headlines earnings slate (MarketWatch)
04:22AM	Stock Market Today: Dow eyes new record with S&P 500 and Nasdaq called higher as traders await jobs report; Cisco earnings on tap; gold and silver higher. (MarketWatch)
03:44AM	Zacks Investment Ideas feature highlights: Cloudflare, AppLovin and MongoDB (Zacks)
Feb-10-26 07:55PM	Review & Preview: Consumers Show Strain (Barrons.com)
07:00PM	January jobs report, McDonald's earnings, Fed: What to Watch (Yahoo Finance Video)
03:06PM	Can Applovin Stock Keep Up its Post-Earnings Win Streak? (Schaeffer's Research)
02:11PM	Stock Of The Day: Is AppLovin Breaking Out? (Benzinga)
12:27PM	Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB) (Zacks)
11:59AM	AppLovin Stock Heads Into Earnings With a Setup That Points to Gains (Barrons.com)
11:01AM	Jim Cramer on AppLovin: "Not So Magical Now" (Insider Monkey)
10:06AM	Loading…
10:06AM	These Stocks Are Todays Movers: Spotify, S&P Global, CVS, Coca-Cola, TSMC, Datadog, Upwork, Credo, and More (Barrons.com)
08:31AM	This software stock offers a great buying opportunity: Jefferies (Investing.com)
07:42AM	Applovin (APP) Climbs 13% After Critic Walks Back, Apologizes for Erroneous Report (Insider Monkey)
06:21AM	Stock Index Futures Muted With U.S. Retail Sales Data in Focus (Barchart)
05:34AM	These Stocks Are Today's Movers: AppLovin, TSMC, BP, ON Semi, Credo, Upwork, ZoomInfo, and More (Barrons.com)
02:50AM	Zacks Investment Ideas feature highlights: iShares Expanded Tech-Software Sector ETF, AppLovin, Palantir, Salesforce, ServiceNow and Robinhood Markets (Zacks)
Feb-09-26 10:06PM	AppLovin (APP) Q4 Earnings Report Preview: What To Look For (StockStory) +13.19%
08:29PM	Kyndryl Holdings, Credo Technology Group, ON Semiconductor, AppLovin Corp And Oracle: Why These 5 Stocks Are On Investors' Radars Today (Benzinga)
05:19PM	A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped. (Investopedia)
04:42PM	Stock Market Today: Dow Up As Oracle Soars; Cathie Wood Buys Buffett Stock Amid 145% Run (Live Coverage) (Investor's Business Daily)
04:34PM	Stocks Settle Higher on Strength in Tech (Barchart)
04:19PM	These Stocks Are Todays Movers: Kyndryl, Hims & Hers, Novo Nordisk, Oracle, Nvidia, AppLovin, and More (Barrons.com)
03:46PM	Workday CEO shift, AppLovin stock surges on short-seller apology (Yahoo Finance Video)
02:13PM	Stock Market Today: Dow Firm As Oracle Soars On This; Hims & Hers Shares Crater On Novo Move (Live Coverage) (Investor's Business Daily)
02:10PM	5 Top Software Stocks Investors Can Buy Now (APP, PLTR, HOOD, CRM, NOW) (Zacks)
02:09PM	AppLovin Is the S&P 500's Top Stock Today as Publisher Retracts Money-Laundering Claims (Barrons.com)
01:39PM	AppLovin Stock Regains Ground After Sell-Off That Analyst Calls 'Overblown' (Investor's Business Daily)
01:16PM	Software Stocks Rebound, Silver Rallies 6% To $82: What's Moving Markets Monday? (Benzinga)
12:28PM	AppLovin Stock Is Popping Today: What's Happening? (Benzinga)
11:55AM	Why Is AppLovin (APP) Stock Soaring Today (StockStory)
11:30AM	Robinhood, AppLovin, Rivian and More Stocks With Earnings This Week (Benzinga)
11:29AM	AppLovin Roars Back: Analyst Calls the Dip a Must-Buy But Is It? (24/7 Wall St.)
11:23AM	AppLovin Stock Surges After Publisher Retracts Money-Laundering Claims (Barrons.com)
11:06AM	Stock Market Today: Dow Gains As Nvidia Jumps; Apple Lags, Energy Stock Tests Entry (Live Coverage) (Investor's Business Daily)
09:55AM	Here's Why AppLovin (APP) Could be Great Choice for a Bottom Fisher (Zacks)
09:55AM	Dow Jones retreat from highs as Amazon and Apple fall (Proactive)
09:44AM	Stock Market Today: Dow Falls As Jobs Report Looms; AI Player Monday Plunges On Earnings (Live Coverage) (Investor's Business Daily)
09:30AM	AppLovin stock jumps as Jefferies defends great buying opportunity (Investing.com)
07:00AM	Option Volatility And Earnings Report For February 9 - 13 (Barchart)
06:23AM	Stocks Set for Muted Open as Bond Yields Climb, Key U.S. Economic Data Awaited (Barchart)
06:03AM	US software stocks tumble sparks concerns that AI trade is reshaping markets (Reuters)
05:28AM	Zacks Value Investor Highlights: NOW, APP, PLTR, PYPL and EXPE (Zacks)
Feb-08-26 12:17PM	Wedbush Lowers AppLovin (APP) PT to $465, Cites Valuation Reset, Industry Headwinds (Insider Monkey)
Feb-07-26 07:00AM	Tech stocks have been shaky, but these 20 companies could still see rocketing sales growth (MarketWatch)
Feb-06-26 07:00PM	Super Bowl LX, Coinbase earnings, jobs data & CPI: What to Watch (Yahoo Finance Video) +8.39% +13.19%
06:06PM	Software Stocks Sell-Off: Are They Deals or Traps? (Zacks)
11:23AM	Larry Ellison and Jeff Bezos have seen more than $66 billion swiped from their net worths since the start of this year as AI-driven slump sees tech billionaires wealth free-fall (Fortune)
10:45AM	Cisco Stock Holds Strong Amid Tech Selling As Earnings Come Into Focus (Investor's Business Daily)
09:42AM	Stock Market Today: Dow Rallies, Bitcoin Bounces; Amazon Dives On Earnings Results (Live Coverage) (Investor's Business Daily)
09:30AM	Is AppLovin (APP) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
09:00AM	The Stock Market Just Got Shaky. Where to Find Solid Ground. (The Wall Street Journal)
06:05AM	Tech stock shakeout clouds market ahead of economic data deluge (Reuters)
Feb-05-26 07:23PM	This Mobile App Marketing Firm Is Holding Off an IPO for Now (Barrons.com)
02:04PM	Snap Grapples With Meta, TikTok As Ad Pressure Mounts (Benzinga)
01:56PM	AppLovin Has Far More Worries Than a Short Seller's Report (Barchart)
09:40AM	ScanSource (SCSC) Q2 Earnings and Revenues Lag Estimates (Zacks)
01:55AM	Why Piper Sandler Says Google's Project Genie Isn't a Threat to AppLovin (APP) (Insider Monkey)
Feb-04-26 03:36PM	Software Selloff Hits Industry's Billionaires (The Wall Street Journal) -16.12%
03:21PM	Why AppLovin Stock Is Plummeting Today (Motley Fool)
03:10PM	Tech stocks plunge as AI fears take hold (The Telegraph)
01:39PM	Jim Cramer Says "Wall Street's Terrified That AI Will Eat AppLovin Alive" (Insider Monkey)
01:20PM	Software Stocks Plummet, Bitcoin Erases Post-Trump Election Rally: What's Moving Markets Wednesday? (Benzinga)
01:13PM	Why Benchmark Says Google's AI Won't Derail AppLovin (APP) (Insider Monkey)
01:12PM	The Software Crash In Numbers: These Stocks Are Getting Hit Hardest (Benzinga)
11:13AM	What's Going On With AppLovin Stock? (Benzinga)
10:10AM	Software Stocks Slide Again as AI Threats Rattle Investors (Bloomberg)
09:59AM	Should You Buy, Sell, or Hold AppLovin Stock Before Q4 Earnings? (Zacks)
09:42AM	Stock Market Today: Dow Rises On Surprise Jobs Data; AMD Plunges On Earnings (Live Coverage) (Investor's Business Daily)
09:33AM	AppLovin stock falls amid broader software selloff and mobile ad tech concerns (Investing.com)
Feb-03-26 08:58PM	Ecommerce to Drive AppLovin Corporation's (APP) 2026 Growth Story (Insider Monkey)
11:54AM	Reasons Why You Should Retain Clean Harbors Stock in Your Portfolio (Zacks)
Feb-02-26 11:10PM	Why AppLovin Stock Lost 30% in January (Motley Fool)
05:45PM	AppLovin (APP) Rises Higher Than Market: Key Facts (Zacks)
04:59PM	Tech, Media & Telecom Roundup: Market Talk (The Wall Street Journal)
03:58PM	These software stocks could rise as much as 75%. But is now the time to buy? (MarketWatch)
11:30AM	AppLovin Stock Is a Buy, Analysts Say. Why Googles Project Genie Isnt a Threat. (Barrons.com)
10:00AM	AppLovin Stock Is a Buy, Analyst Says. Why Google's 'Project Genie' Isn't a Threat. (Barrons.com)
08:48AM	Video game stocks: Morgan Stanley weighs impact of Googles Genie 3 (Investing.com)
Feb-01-26 04:20AM	Street Calls of the Week (Investing.com)
Jan-30-26 04:05PM	Citi Maintains Buy Rating on AppLovin (APP) Stock (Insider Monkey) -16.89%

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Valenzuela Victoria	CALO & Corp. Secretary	Dec 18 '25	Sale	657.13	7,609	5,000,102	277,110	Dec 19 05:02 PM
Harvey Dawson Alyssa	Director	Dec 08 '25	Sale	693.32	150	103,998	2,829	Dec 10 05:57 PM
ALYSSA HARVEY DAWSON	Director	Dec 08 '25	Proposed Sale	693.32	150	103,998		Dec 08 04:01 PM
Shikin Vasily	Chief Technology Officer	Nov 24 '25	Sale	549.09	15,540	8,532,891	35,889	Nov 26 04:08 PM
Shikin Vasily	Chief Technology Officer	Nov 24 '25	Sale	548.45	14,708	8,066,634	35,889	Nov 26 04:07 PM
Shikin Vasily	Chief Technology Officer	Nov 24 '25	Sale	546.93	14,867	8,131,244	35,889	Nov 26 04:07 PM
Shikin Vasily	Chief Technology Officer	Nov 24 '25	Sale	538.10	7,385	3,973,895	46,004	Nov 26 04:06 PM
Shikin Vasily	Chief Technology Officer	Nov 24 '25	Sale	559.87	2,857	1,599,539	3,320,824	Nov 26 04:06 PM
Shikin Vasily	Chief Technology Officer	Nov 24 '25	Sale	545.38	27,143	14,803,141	3,323,681	Nov 26 04:06 PM
Stumpf Matthew	Chief Financial Officer (CFO)	Nov 21 '25	Sale	515.76	4,884	2,518,953	191,161	Nov 24 06:31 PM
Foroughi Arash Adam	CEO & Chairperson	Nov 21 '25	Sale	517.11	15,931	8,238,139	2,983,017	Nov 24 06:18 PM
Foroughi Arash Adam	CEO & Chairperson	Nov 21 '25	Sale	520.29	30,888	16,070,827	2,553,161	Nov 24 06:18 PM
Foroughi Arash Adam	CEO & Chairperson	Nov 21 '25	Sale	497.50	4,069	2,024,347	2,998,948	Nov 24 06:18 PM
Foroughi Arash Adam	CEO & Chairperson	Nov 21 '25	Sale	502.48	17,112	8,598,515	2,584,049	Nov 24 06:17 PM
Foroughi Arash Adam	CEO & Chairperson	Nov 20 '25	Sale	556.56	8,582	4,776,368	3,003,017	Nov 24 06:17 PM
Foroughi Arash Adam	CEO & Chairperson	Nov 20 '25	Sale	532.62	18,918	10,076,066	3,011,599	Nov 24 06:17 PM
IK50 HOLDINGS TRUST	Officer	Nov 24 '25	Proposed Sale	520.26	17,500	9,104,550		Nov 24 04:22 PM
ES48 HOLDINGS TRUST	Officer	Nov 24 '25	Proposed Sale	520.26	17,500	9,104,550		Nov 24 04:22 PM
IS37 HOLDINGS TRUST	Officer	Nov 24 '25	Proposed Sale	520.26	17,500	9,104,550		Nov 24 04:21 PM
VASILY SHIKIN	Officer	Nov 24 '25	Proposed Sale	520.26	30,000	15,607,800		Nov 24 04:21 PM
MATTHEW STUMPF	Officer	Nov 21 '25	Proposed Sale	520.82	4,884	2,543,685		Nov 21 04:45 PM
ARASH ADAM FOROUGHI	Officer	Nov 21 '25	Proposed Sale	513.94	48,000	24,669,302		Nov 21 04:15 PM
THE JAF CHILDRENS TRUST	Affiliate	Nov 21 '25	Proposed Sale	513.12	20,000	10,262,472		Nov 21 04:13 PM
THE JAF CHILDRENS TRUST	Affiliate	Nov 20 '25	Proposed Sale	540.09	27,500	14,852,434		Nov 20 04:14 PM
Harvey Dawson Alyssa	Director	Nov 12 '25	Sale	589.18	200	117,836	2,979	Nov 13 04:48 PM
Vivas Eduardo	Director	Nov 10 '25	Sale	650.91	150,000	97,636,465	7,133,292	Nov 13 04:47 PM
ALYSSA HARVEY DAWSON	Director	Nov 12 '25	Proposed Sale	589.18	200	117,835		Nov 12 05:10 PM
Eduardo Vivas	Director	Nov 10 '25	Proposed Sale	651.32	28,655	18,663,575		Nov 10 05:38 PM
Billings Craig Scott	Director	Nov 07 '25	Option Exercise	25.55	2,350	60,042	6,057	Nov 07 06:54 PM
Billings Craig Scott	Director	Nov 07 '25	Sale	592.92	2,350	1,393,368	3,707	Nov 07 06:54 PM
CRAIG S BILLINGS	Director	Nov 07 '25	Proposed Sale	592.92	2,350	1,393,364		Nov 07 04:31 PM
Valenzuela Victoria	CALO & Corp. Secretary	Sep 04 '25	Sale	502.23	35,000	17,578,120	269,955	Sep 05 05:08 PM
Harvey Dawson Alyssa	Director	Sep 05 '25	Sale	487.97	350	170,790	3,150	Sep 05 05:08 PM
ALYSSA HARVEY DAWSON	Director	Sep 05 '25	Proposed Sale	487.97	350	170,790		Sep 05 04:47 PM
VICTORIA VALENZUELA	Officer	Sep 04 '25	Proposed Sale	487.35	35,000	17,057,250		Sep 04 04:25 PM
Valenzuela Victoria	CALO & Corp. Secretary	Aug 25 '25	Sale	450.00	15,000	6,750,000	304,955	Aug 27 04:48 PM
VICTORIA VALENZUELA	Officer	Aug 25 '25	Proposed Sale	441.68	15,000	6,625,200		Aug 25 04:38 PM
Valenzuela Victoria	CALO & Corp. Secretary	Aug 21 '25	Sale	416.71	16,599	6,917,026	319,955	Aug 22 08:12 PM
Stumpf Matthew	Chief Financial Officer (CFO)	Aug 21 '25	Sale	416.18	4,874	2,028,453	181,657	Aug 22 08:12 PM
Shikin Vasily	Chief Technology Officer	Aug 22 '25	Sale	438.22	17,012	7,455,073	53,389	Aug 22 08:11 PM
Shikin Vasily	Chief Technology Officer	Aug 22 '25	Sale	437.03	17,924	7,833,356	53,389	Aug 22 08:11 PM
Shikin Vasily	Chief Technology Officer	Aug 22 '25	Sale	437.48	17,564	7,683,886	53,389	Aug 22 08:09 PM
Shikin Vasily	Chief Technology Officer	Aug 22 '25	Sale	437.57	30,000	13,127,047	3,360,104	Aug 22 08:09 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 22 '25	Sale	440.23	26,200	11,534,004	2,590,054	Aug 22 08:08 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 22 '25	Sale	418.09	3,800	1,588,756	2,616,254	Aug 22 08:07 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 21 '25	Sale	421.94	3,601	1,519,414	0	Aug 22 08:07 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 21 '25	Sale	421.04	90,000	37,893,588	2,620,054	Aug 22 08:06 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 20 '25	Sale	407.57	557	227,016	780,550	Aug 22 08:06 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 21 '25	Sale	420.18	370	155,467	405	Aug 22 08:06 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 20 '25	Sale	406.57	9,706	3,946,196	0	Aug 22 08:05 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 20 '25	Sale	404.28	15,042	6,081,153	0	Aug 22 08:04 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 20 '25	Sale	404.59	15,660	6,335,891	0	Aug 22 08:03 PM
Foroughi Arash Adam	CEO & Chairperson	Aug 20 '25	Sale	402.11	12,529	5,038,087	0	Aug 22 08:02 PM
ARASH ADAM FOROUGHI	Officer	Aug 22 '25	Proposed Sale	437.42	30,000	13,122,747		Aug 22 04:54 PM
IS37 HOLDINGS TRUST	Officer	Aug 22 '25	Proposed Sale	418.76	17,500	7,328,300		Aug 22 04:43 PM
ES48 HOLDINGS TRUST	Officer	Aug 22 '25	Proposed Sale	418.76	17,500	7,328,300		Aug 22 04:43 PM
VASILY SHIKIN	Officer	Aug 22 '25	Proposed Sale	418.76	30,000	12,562,800		Aug 22 04:42 PM
IK50 HOLDINGS TRUST	Officer	Aug 22 '25	Proposed Sale	418.76	17,500	7,328,300		Aug 22 04:39 PM
MATTHEW STUMPF	Officer	Aug 21 '25	Proposed Sale	412.38	4,874	2,009,940		Aug 21 04:23 PM
VICTORIA VALENZUELA	Officer	Aug 21 '25	Proposed Sale	412.38	16,599	6,845,096		Aug 21 04:23 PM
THE OD TRUST	Officer	Aug 21 '25	Proposed Sale	420.81	31	13,045		Aug 21 04:18 PM
THE JAF CHILDRENS TRUST	Officer	Aug 21 '25	Proposed Sale	420.70	32	13,463		Aug 21 04:16 PM
THE WHK TRUST	Officer	Aug 21 '25	Proposed Sale	421.02	32	13,472		Aug 21 04:15 PM
OHF 2020 LLC	Officer	Aug 21 '25	Proposed Sale	422.13	774	326,725		Aug 21 04:13 PM
ARASH ADAM FOROUGHI	Officer	Aug 21 '25	Proposed Sale	421.04	90,000	37,893,654		Aug 21 04:11 PM
DLF 2020 LLC	Officer	Aug 21 '25	Proposed Sale	421.43	775	326,606		Aug 21 04:08 PM
KMF 2020 LLC	Officer	Aug 21 '25	Proposed Sale	421.96	775	327,017		Aug 21 04:07 PM
HDF 2020 LLC	Officer	Aug 21 '25	Proposed Sale	421.58	776	327,146		Aug 21 04:05 PM
WNF 2020 LLC	Officer	Aug 21 '25	Proposed Sale	421.92	776	327,411		Aug 21 04:03 PM
THE WHK TRUST	Officer	Aug 20 '25	Proposed Sale	406.49	449	182,513		Aug 20 05:20 PM
HDF 2020 LLC	Officer	Aug 20 '25	Proposed Sale	404.21	10,429	4,215,520		Aug 20 05:17 PM
DLF 2020 LLC	Officer	Aug 20 '25	Proposed Sale	404.29	10,429	4,216,347		Aug 20 05:13 PM
KMF 2020 LLC	Officer	Aug 20 '25	Proposed Sale	404.27	10,428	4,215,681		Aug 20 05:12 PM
WNF 2020 LLC	Officer	Aug 20 '25	Proposed Sale	404.25	10,429	4,215,933		Aug 20 05:07 PM
THE OD TRUST	Officer	Aug 20 '25	Proposed Sale	406.55	450	182,946		Aug 20 05:05 PM
OHF 2020 LLC	Officer	Aug 20 '25	Proposed Sale	404.27	10,429	4,216,104		Aug 20 04:59 PM
THE JAF CHILDRENS TRUST	Officer	Aug 20 '25	Proposed Sale	406.36	451	183,267		Aug 20 04:28 PM
Chen Herald Y	Director	Aug 15 '25	Sale	436.08	49,800	21,716,634	140,000	Aug 18 05:36 PM
Chen Herald Y	Director	Aug 14 '25	Option Exercise	5.05	200,000	1,010,000	381,929	Aug 18 05:35 PM
Chen Herald Y	Director	Aug 15 '25	Option Exercise	5.05	50,000	252,500	231,929	Aug 18 05:35 PM
Chen Herald Y	Director	Aug 14 '25	Sale	432.49	200,000	86,497,959	181,929	Aug 18 05:35 PM
Chen Herald Y	Director	Aug 15 '25	Sale	436.61	50,000	21,830,330	181,929	Aug 18 05:35 PM
Chen Herald Y	Director	Aug 15 '25	Sale	424.19	200	84,837	189,800	Aug 18 05:35 PM
CHEN FAMILY 2012 IRREVOCABLE T	Director	Aug 15 '25	Proposed Sale	436.03	50,000	21,801,520		Aug 15 04:16 PM
HERALD Y CHEN	Director	Aug 15 '25	Proposed Sale	436.60	50,000	21,830,210		Aug 15 04:12 PM
Chen Herald Y	Director	Aug 13 '25	Sale	457.93	32,991	15,107,577	381,929	Aug 14 05:56 PM
Chen Herald Y	Director	Aug 12 '25	Option Exercise	5.05	200,000	1,010,000	581,929	Aug 14 05:55 PM
Chen Herald Y	Director	Aug 13 '25	Option Exercise	5.05	200,000	1,010,000	581,929	Aug 14 05:55 PM
Chen Herald Y	Director	Aug 12 '25	Sale	464.69	200,000	92,938,609	381,929	Aug 14 05:55 PM
Chen Herald Y	Director	Aug 13 '25	Sale	446.53	167,009	74,575,231	414,920	Aug 14 05:55 PM
Vivas Eduardo	Director	Aug 12 '25	Sale	466.00	125,000	58,249,976	7,283,292	Aug 14 05:55 PM
HERALD Y CHEN	Director	Aug 14 '25	Proposed Sale	432.49	200,000	86,497,940		Aug 14 04:12 PM
HERALD Y CHEN	Director	Aug 13 '25	Proposed Sale	448.42	200,000	89,683,000		Aug 13 04:19 PM
Eduardo Vivas	Director	Aug 12 '25	Proposed Sale	467.00	250,000	116,750,000		Aug 12 05:20 PM
HERALD Y CHEN	Director	Aug 12 '25	Proposed Sale	464.69	200,000	92,938,480		Aug 12 04:13 PM
Messing Barbara	Director	Jun 11 '25	Sale	382.46	1,500	573,692	9,510	Jun 13 06:12 PM
BARBARA MESSING	Director	Jun 11 '25	Proposed Sale	382.46	1,500	573,692		Jun 11 04:53 PM
Stumpf Matthew	Chief Financial Officer (CFO)	Jun 06 '25	Sale	423.00	9,714	4,108,994	192,421	Jun 06 07:55 PM
Chen Herald Y	Director	Jun 06 '25	Option Exercise	5.05	100,000	505,000	281,929	Jun 06 07:20 PM
Chen Herald Y	Director	Jun 06 '25	Sale	419.91	100,000	41,990,543	181,929	Jun 06 07:20 PM

BTSG BrightSpring Health Services Inc daily Stock Chart

Peers: EHC AMED ENSG CHE ADUS FMS HCSG SVC SSY OPI

| Held by: IJR VTI IWM VB VBR VXF SPSM IJT IWO SCHA

Index	RUT	P/E	66.88	EPS (ttm)	0.60	Insider Own	36.39%	Shs Outstand	180.69M	Perf Week	7.46%
Market Cap	7.22B	Forward P/E	30.01	EPS next Y	1.33	Insider Trans	-31.19%	Shs Float	114.72M	Perf Month	2.69%
Enterprise Value	9.79B	PEG	0.69	EPS next Q	0.35	Inst Own	76.20%	Short Float	7.20%	Perf Quarter	19.33%
Income	129.59M	P/S	0.58	EPS this Y	87.51%	Inst Trans	15.16%	Short Ratio	4.52	Perf Half Y	84.44%
Sales	12.41B	P/B	3.98	EPS next Y	27.12%	ROA	1.23%	Short Interest	8.25M	Perf YTD	6.97%
Book/sh	10.06	P/C	51.48	EPS next 5Y	43.36%	ROE	4.25%	52W High	41.26 -2.91%	Perf Year	82.34%
Cash/sh	0.78	P/FCF	22.63	EPS past 3/5Y	- 60.10%	ROIC	2.93%	52W Low	15.48 158.73%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	18.04	Sales past 3/5Y	18.93% 20.01%	Gross Margin	12.30%	Volatility	3.92% 3.90%	Perf 5Y	-
Dividend TTM	-	EV/Sales	0.79	EPS Y/Y TTM	371.04%	Oper. Margin	2.92%	ATR (14)	1.55	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.38	Sales Y/Y TTM	17.23%	Profit Margin	1.04%	RSI (14)	56.02	Recom	1.12
Dividend Gr. 3/5Y	- -	Current Ratio	1.79	EPS Q/Q	641.65%	SMA20	1.90%	Beta	2.39	Target Price	44.47
Payout	-	Debt/Eq	1.48	Sales Q/Q	14.70%	SMA50	5.46%	Rel Volume	0.64	Prev Close	39.34
Employees	600	LT Debt/Eq	1.43	Earnings	Feb 27 BMO	SMA200	40.08%	Avg Volume	1.83M	Price	40.06
IPO	Jan 26, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	21.07% 4.56%	Trades		Volume	1,166,784	Change	1.83%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-12-25	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$45
Dec-11-25	Initiated	Stephens	Overweight	$44
Dec-08-25	Initiated	William Blair	Outperform
Nov-13-25	Initiated	BMO Capital Markets	Outperform	$40
Jun-23-25	Initiated	TD Cowen	Buy	$37
Dec-12-24	Initiated	CJS Securities	Market Outperform
Oct-11-24	Initiated	KeyBanc Capital Markets	Sector Weight
Jun-21-24	Initiated	BTIG Research	Buy	$15
Mar-06-24	Initiated	HSBC Securities	Buy	$13
Feb-27-24	Upgrade	Deutsche Bank	Hold → Buy	$11.50
Feb-20-24	Initiated	Wells Fargo	Overweight	$15
Feb-20-24	Initiated	UBS	Buy	$15
Feb-20-24	Initiated	Morgan Stanley	Overweight	$18
Feb-20-24	Initiated	Leerink Partners	Outperform	$15
Feb-20-24	Initiated	Jefferies	Buy	$18
Feb-20-24	Initiated	Guggenheim	Buy	$15
Feb-20-24	Initiated	Goldman	Buy	$26
Feb-20-24	Initiated	Deutsche Bank	Hold	$11.50
Feb-20-24	Initiated	BofA Securities	Buy	$14

Show Previous Ratings

Feb-09-26 12:04PM	TIG Analyst Raises BrightSpring (BTSG) PT to $55, Cites Consistent Operational Performance (Insider Monkey)
Feb-05-26 11:03PM	2 Reasons to Like BTSG (and 1 Not So Much) (StockStory)
Feb-03-26 04:05PM	BrightSpring Health Services, Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on February 27, 2026 (GlobeNewswire)
Jan-16-26 12:13PM	Mizuho Raises BrightSpring (BTSG) PT to $45 Despite Signs of Peak Healthcare Demand (Insider Monkey)
Jan-08-26 08:27AM	Is Boston Scientific Stock a Smart Pick for Your Portfolio Right Now? (Zacks)
07:57AM	Loading…
07:57AM	Is This the Right Time to Add Resmed Stock to Your Portfolio? (Zacks)
Jan-07-26 07:35AM	Here's Why You Should Add NVST Stock to Your Portfolio Right Now (Zacks)
07:25AM	IDEXX Stock Up 64.7% in a Year: What's Driving the Growth? (Zacks)
Jan-06-26 09:15AM	Charles River Laboratories International, Inc. (CRL) Hit a 52 Week High, Can the Run Continue? (Zacks)
08:12AM	Should Labcorp Stock Stay in Your Portfolio Right Now? (Zacks)
Jan-03-26 07:20AM	Klaviyo, Wingstop among Stephens Best Ideas for 2026 (TipRanks)
Jan-02-26 07:35AM	Is This the Right Time to Add PBH Stock to Your Portfolio? (Zacks)
07:34AM	Is it the Right Time to Add Insulet Stock to Your Portfolio? (Zacks)
Dec-31-25 04:09PM	Home Care Provider's Growth Impresses As 'Silver Tsunami,' Other Trends Drive Demand (Investor's Business Daily)
08:55AM	Here's What Could Help BrightSpring Health Services, Inc. (BTSG) Maintain Its Recent Price Strength (Zacks)
08:06AM	Loading…
Dec-30-25 08:06AM	Should Myriad Genetics Stock Stay in Your Portfolio Right Now? (Zacks)
07:32AM	Should You Continue to Hold EXAS Stock in Your Portfolio Now? (Zacks)
Dec-26-25 11:40AM	BTSG or MEDP: Which Is the Better Value Stock Right Now? (Zacks)
07:49AM	Should You Continue to Hold BRKR Stock in Your Portfolio? (Zacks)
07:17AM	Reasons to Retain Penumbra Stock in Your Portfolio for Now (Zacks)
Dec-24-25 01:48PM	SOLV Acquires Acera Surgical to Expand Advanced Wound Care Portfolio (Zacks)
08:36AM	Is Quest Diagnostics Stock a Right Pick for Your Portfolio Now? (Zacks)
04:48AM	New Strong Buy Stocks for December 24th (Zacks)
Dec-23-25 02:08PM	Is This the Right Time to Add Veracyte Stock to Your Portfolio? (Zacks)
02:08PM	Abbott Stock May Benefit Following Volt PFA's FDA Approval (Zacks)
Dec-22-25 09:15AM	BrightSpring Health Services, Inc. (BTSG) Hits Fresh High: Is There Still Room to Run? (Zacks)
07:49AM	TMO Stock May Benefit From PPD CorEvitas Alzheimer's Registry Launch (Zacks)
Dec-19-25 03:16PM	Why BrightSpring Health Services (BTSG) Stock Is Trading Up Today (StockStory)
11:05AM	Cencora to Acquire OneOncology to Expand Community Oncology Solutions (Zacks)
09:09AM	National Vision Stock Surges 154.6% in a Year: What's Driving it? (Zacks)
03:11PM	Loading…
Dec-18-25 03:11PM	BrightSpring Health Services (BTSG) Stock Is Up, What You Need To Know (StockStory)
08:36AM	Should You Continue to Hold CRL Stock in Your Portfolio for Now? (Zacks)
07:45AM	Should Investors Hold Chemed Stock in Their Portfolio Now? (Zacks)
Dec-17-25 07:58AM	How the OneStep Partnership Could Drive Growth for ZBH Stock (Zacks)
07:55AM	Should You Retain Teleflex Stock in Your Portfolio Now? (Zacks)
Dec-16-25 03:47PM	The Best Value Stocks to Buy in 2026 (Zacks)
11:37AM	BD Expands BD MAX With IVDR-Approved VIASURE Tests in Europe (Zacks)
07:58AM	Is Phibro Animal Health Stock a Smart Addition to Your Portfolio Now? (Zacks)
07:47AM	TMO Stock Set to Gain From the Expansion of Gibco Bacto Portfolio (Zacks)
Dec-15-25 09:12AM	CVS Stock Gains From Offering MMR Vaccine to South Carolina Residents (Zacks)
08:55AM	BrightSpring Health Services, Inc. (BTSG) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Dec-12-25 07:11AM	Is it Apt to Retain Haemonetics Stock in Your Portfolio Now? (Zacks)
Dec-11-25 08:09AM	Should You Continue to Hold EW Stock in Your Portfolio? (Zacks)
Dec-10-25 11:40AM	BTSG vs. MEDP: Which Stock Is the Better Value Option? (Zacks)
08:34AM	Is it Worth Retaining NEOG Stock in Your Portfolio for Now? (Zacks)
08:31AM	Phibro Animal Health Stock Climbs 59.6% YTD: What's Driving It? (Zacks)
Dec-09-25 07:28AM	ALGN Stock Rises on Thailand Launch of Invisalign With MAOB (Zacks)
07:27AM	Reasons to Hold Tandem Diabetes Stock in Your Portfolio for Now (Zacks)
07:26AM	RMD Stock Set to Gain From FDA Clearance of AI-Enabled Smart Comfort (Zacks)
Dec-08-25 07:56AM	PODD Stock Benefits From FDA Approval of Omnipod 5's Enhancements (Zacks)
Dec-05-25 02:15PM	IPO Stock Of The Week: Health Care Leader BrightSpring Falls Back Into Buying Range (Investor's Business Daily)
08:48AM	MDT Stock Set to Benefit From the FDA Clearance of Hugo RAS System (Zacks)
08:31AM	Reasons to Add Omnicell Stock to Your Portfolio Right Now (Zacks)
Dec-03-25 11:59AM	EHC Opens New Lake Worth Rehab Hospital to Meet Rising Demand (Zacks)
09:40AM	Is BrightSpring Health Services, Inc. (BTSG) Outperforming Other Medical Stocks This Year? (Zacks)
09:34AM	Zacks.com featured highlights include Agnico Eagle Mines, General Motors, Great Lakes Dredge & Dock, BrightSpring Health Services and Everus Construction (Zacks)
Dec-02-25 12:10PM	GM and 4 Stocks With Relative Price Strength to Buy Now (Zacks)
Nov-30-25 09:35PM	BMO Capital Maintains Bullish 12%+ BrightSpring EBITDA Growth Outlook on Drug Contract Wins, Generic Conversions (Insider Monkey)
Nov-26-25 12:20PM	Earnings Estimates Moving Higher for BrightSpring Health Services, Inc. (BTSG): Time to Buy? (Zacks)
Nov-25-25 09:15AM	BrightSpring Health Services, Inc. (BTSG) Hits Fresh High: Is There Still Room to Run? (Zacks)
Nov-24-25 07:00PM	BrightSpring Health Services, 10x Genomics, QuidelOrtho, Medpace, and Fortrea Shares Are Soaring, What You Need To Know (StockStory)
11:40AM	BTSG or MEDP: Which Is the Better Value Stock Right Now? (Zacks)
08:13AM	5 Broker-Liked Stocks to Keep an Eye on Amid the Current Market Swings (Zacks)
Nov-20-25 07:50AM	EMBC Q4 Preview: Product Momentum and Strategy Gains to Support Growth? (Zacks)
Nov-19-25 12:24PM	TDOC Partners With TytoCare to Expand At-Home Exam Capabilities (Zacks)
Nov-17-25 09:41AM	Are Medical Stocks Lagging BrightSpring Health Services, Inc. (BTSG) This Year? (Zacks)
Nov-15-25 11:42PM	UBS Ups BrightSpring Target to $42, Reiterated Buy After Beat-and-Raise Q3 (Insider Monkey)
Nov-13-25 10:34PM	Q3 Earnings Outperformers: BrightSpring Health Services (NASDAQ:BTSG) And The Rest Of The Senior Health, Home Health & Hospice Stocks (StockStory) -5.62%
Nov-07-25 11:40AM	BTSG vs. MEDP: Which Stock Is the Better Value Option? (Zacks)
Nov-04-25 01:34PM	Can Aveanna Drive a Strong Third Quarter on Care-Delivery Momentum? (Zacks)
12:36AM	The 5 Most Interesting Analyst Questions From BrightSpring Health Services's Q3 Earnings Call (StockStory)
Oct-30-25 09:25AM	What To Expect From BrightSpring Health Services Inc (BTSG) Q3 2025 Earnings (GuruFocus.com)
Oct-29-25 08:35AM	BTSG Q3 Deep Dive: Specialty Pharmacy and Infusion Growth Offset Customer Shifts (StockStory)
Oct-28-25 04:55PM	BrightSpring Health Services (NASDAQ:BTSG) Delivers Strong Q3 Numbers (StockStory)
04:05PM	BrightSpring Health Services, Inc. Reports Third Quarter 2025 Financial Results and Increases Full Year 2025 Guidance (GlobeNewswire)
11:46AM	Implied Volatility Surging for BrightSpring Health Services Stock Options (Zacks)
Oct-26-25 11:11PM	BrightSpring Health Services (BTSG) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Oct-24-25 12:32AM	1 Growth Stock Set to Flourishand 2 We Turn Down (StockStory)
Oct-20-25 09:20PM	BrightSpring Announces Pricing of Secondary Offering of Common Stock and Concurrent Share Repurchase (GlobeNewswire) +5.84%
05:30PM	BrightSpring Health Services, Inc. (BTSG) Tops Q3 Earnings and Revenue Estimates (Zacks)
04:15PM	BrightSpring Announces Secondary Offering of Common Stock and Concurrent Share Repurchase (GlobeNewswire)
04:13PM	BrightSpring Health Services, Inc. Reports Preliminary Third Quarter 2025 Financial Results and Increases Full Year 2025 Guidance (GlobeNewswire)
Oct-15-25 02:01PM	Why BrightSpring Health Services (BTSG) Stock Is Up Today (StockStory)
Oct-14-25 06:00PM	BrightSpring Health Services Set to Join S&P SmallCap 600 (PR Newswire)
Oct-13-25 04:40PM	Why BrightSpring Health Services (BTSG) Stock Is Trading Up Today (StockStory)
Oct-09-25 12:10PM	Can BrightSpring Health Services, Inc. (BTSG) Keep the Earnings Surprise Streak Alive? (Zacks)
Oct-08-25 04:05PM	BrightSpring Health Services, Inc. to Announce Third Quarter 2025 Financial Results on October 31, 2025 (GlobeNewswire)
Oct-07-25 12:03AM	3 Reasons to Sell BTSG and 1 Stock to Buy Instead (StockStory)
Sep-20-25 09:40AM	BrightSpring Health Soars Post-IPO on Strong Earnings and Upbeat Analyst Targets (Insider Monkey)
Sep-19-25 12:46AM	BofA Raises BrightSpring Health Services (BTSG) PT on BrightSpring Health to $31, Keeps a Buy Rating (Insider Monkey)
Sep-17-25 01:30AM	This Infusion Therapy Leader Is Undervalued. Buy the Stock. (Barrons.com)
Sep-11-25 02:15PM	Deutsche Bank Raises BrightSpring Health Services (BTSG) PT to $30 Following Strong Q2 Growth (Insider Monkey)
Sep-04-25 11:33PM	Senior Health, Home Health & Hospice Stocks Q2 Earnings: BrightSpring Health Services (NASDAQ:BTSG) Firing on All Cylinders (StockStory)
Aug-15-25 04:00PM	IPO Stock Of The Week: Health Care Leader BrightSpring Eyes Latest Buy Point (Investor's Business Daily)
Aug-13-25 12:02AM	BrightSpring Health Services's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Aug-12-25 11:51PM	BTSG Q2 Deep Dive: Specialty Pharmacy and Infusion Growth Shape Outlook Amid Market Caution (StockStory) +5.13%
Aug-06-25 10:19AM	Are Options Traders Betting on a Big Move in BrightSpring Health Services Stock? (Zacks)
Aug-05-25 12:00PM	BrightSpring Health Services, Inc. (BTSG) Upgraded to Strong Buy: What Does It Mean for the Stock? (Zacks)
09:40AM	Are Medical Stocks Lagging Stryker (SYK) This Year? (Zacks)
Aug-02-25 03:08AM	BrightSpring Health Services Inc (BTSG) Q2 2025 Earnings Call Highlights: Robust Revenue Growth ... (GuruFocus.com)

BrightSpring Health Services, Inc. engages in the provision of a platform of complementary health services delivering and pharmacy solutions for complex populations in home and community settings. It operates under the Pharmacy Solutions and Provider Services segments. The Pharmacy Solutions segment includes infusion and specialty pharmacy, and home and community pharmacy. The Provider Services segment is involved in home health care and community and rehab care. The company was founded in 1974 and is headquartered in Louisville, KY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
KKR Group Partnership L.P.	10% Owner	Oct 22 '25	Sale	28.78	14,745,000	424,390,590	62,351,337	Oct 22 05:52 PM
KKR Phoenix Aggregator L.P.	10% Owner	Oct 22 '25	Sale	28.78	14,745,000	424,390,590	62,351,337	Oct 22 05:48 PM
ROUSSEAU JON B	See Remarks	Oct 22 '25	Option Exercise	6.37	235,000	1,496,950	1,366,930	Oct 22 04:10 PM
ROUSSEAU JON B	See Remarks	Oct 22 '25	Sale	28.78	235,000	6,763,770	1,131,930	Oct 22 04:10 PM
Nalley Lisa A	See Remarks	Oct 22 '25	Option Exercise	6.37	20,000	127,400	151,150	Oct 22 04:09 PM
Nalley Lisa A	See Remarks	Oct 22 '25	Sale	28.78	20,000	575,640	131,150	Oct 22 04:09 PM
McMaude Michael A	Former Officer	Aug 14 '25	Proposed Sale	22.40	16,168	362,241		Aug 14 05:53 PM
KKR Group Partnership L.P.	10% Owner	Jun 24 '25	Sale	21.15	2,100,000	44,418,990	77,096,337	Jun 26 04:31 PM
KKR Phoenix Aggregator L.P.	10% Owner	Jun 24 '25	Sale	21.15	2,100,000	44,418,990	77,096,337	Jun 26 04:30 PM
KKR Group Partnership L.P.	10% Owner	Jun 12 '25	Sale	21.15	13,288,101	281,068,584	79,671,883	Jun 16 08:08 PM
KKR Phoenix Aggregator L.P.	10% Owner	Jun 12 '25	Sale	21.15	13,288,101	281,068,584	79,671,883	Jun 16 08:08 PM
Phipps Jennifer A	Chief Accounting Officer	Jun 12 '25	Option Exercise	6.37	15,616	99,474	245,646	Jun 13 04:04 PM
Phipps Jennifer A	Chief Accounting Officer	Jun 12 '25	Sale	21.75	15,616	339,648	230,030	Jun 13 04:04 PM
Nalley Lisa A	See Remarks	Jun 12 '25	Option Exercise	6.37	14,415	91,824	145,565	Jun 13 04:03 PM
Nalley Lisa A	See Remarks	Jun 12 '25	Sale	21.75	14,415	313,526	131,150	Jun 13 04:03 PM
ROUSSEAU JON B	See Remarks	Jun 12 '25	Option Exercise	6.37	531,840	3,387,821	1,715,973	Jun 13 04:03 PM
ROUSSEAU JON B	See Remarks	Jun 12 '25	Sale	21.75	531,840	11,567,520	1,184,133	Jun 13 04:03 PM
McMaude Michael A	See Remarks	Jun 12 '25	Sale	21.75	119,298	2,594,732	207,590	Jun 13 04:02 PM
Barnes Robert Allen	President, Community Living	Jun 12 '25	Option Exercise	6.37	27,606	175,850	69,999	Jun 13 04:02 PM
Barnes Robert Allen	President, Community Living	Jun 12 '25	Sale	21.75	30,730	668,378	39,269	Jun 13 04:02 PM
Walgreens Boots Alliance, Inc.	Former 10% owner	Feb 18 '25	Sale	21.16	12,000,000	253,920,000	11,239,996	Feb 20 04:30 PM
Walgreen Co.	10% Owner	Feb 18 '25	Proposed Sale	22.15	12,000,000	265,800,000		Feb 18 09:07 PM

BV BrightView Holdings Inc daily Stock Chart

Peers: PLD CBRE BEKE AMH INVH FR PSA EQR AVB EXR

| Held by: VTI IWM VB VBR VXF IWN DFAT DFSV FNDA BSVO

Index	RUT	P/E	-	EPS (ttm)	-0.01	Insider Own	27.22%	Shs Outstand	94.50M	Perf Week	10.08%
Market Cap	1.32B	Forward P/E	16.75	EPS next Y	0.83	Insider Trans	-0.65%	Shs Float	68.55M	Perf Month	6.88%
Enterprise Value	2.67B	PEG	2.89	EPS next Q	0.10	Inst Own	77.70%	Short Float	3.67%	Perf Quarter	17.68%
Income	0.10M	P/S	0.49	EPS this Y	-3.65%	Inst Trans	-5.43%	Short Ratio	3.59	Perf Half Y	-7.66%
Sales	2.69B	P/B	1.05	EPS next Y	13.96%	ROA	1.55%	Short Interest	2.51M	Perf YTD	10.34%
Book/sh	13.27	P/C	35.59	EPS next 5Y	5.80%	ROE	2.90%	52W High	17.10 -18.27%	Perf Year	-4.57%
Cash/sh	0.39	P/FCF	76.56	EPS past 3/5Y	-2.39% -	ROIC	0.00%	52W Low	11.06 26.40%	Perf 3Y	114.09%
Dividend Est.	-	EV/EBITDA	7.99	Sales past 3/5Y	-1.24% 2.64%	Gross Margin	21.64%	Volatility	3.57% 2.87%	Perf 5Y	-8.63%
Dividend TTM	-	EV/Sales	0.99	EPS Y/Y TTM	-99.88%	Oper. Margin	5.65%	ATR (14)	0.41	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.26	Sales Y/Y TTM	-1.87%	Profit Margin	0.00%	RSI (14)	61.43	Recom	2.10
Dividend Gr. 3/5Y	- -	Current Ratio	1.26	EPS Q/Q	-25.42%	SMA20	4.75%	Beta	1.26	Target Price	16.34
Payout	0.00%	Debt/Eq	0.50	Sales Q/Q	2.59%	SMA50	7.41%	Rel Volume	0.95	Prev Close	13.90
Employees	18600	LT Debt/Eq	0.49	Earnings	Feb 03 AMC	SMA200	-1.00%	Avg Volume	700.03K	Price	13.98
IPO	Jun 28, 2018	Option/Short	Yes / Yes	EPS/Sales Surpr.	-154.35% 4.35%	Trades		Volume	663,936	Change	0.58%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-02-25	Initiated	BTIG Research	Buy	$15
Dec-02-24	Initiated	BTIG Research	Buy	$22
Nov-15-24	Upgrade	William Blair	Mkt Perform → Outperform
Aug-22-24	Initiated	Morgan Stanley	Equal-Weight	$16
Aug-21-24	Upgrade	Jefferies	Hold → Buy	$13 → $17
Jul-30-24	Upgrade	Robert W. Baird	Neutral → Outperform	$13 → $17
Jul-30-24	Initiated	Loop Capital	Buy	$18
Apr-04-24	Downgrade	Goldman	Neutral → Sell	$8 → $10
Mar-04-24	Initiated	Craig Hallum	Buy	$15
Nov-21-22	Downgrade	Jefferies	Buy → Hold	$14 → $8
Jan-10-22	Downgrade	William Blair	Outperform → Mkt Perform
Dec-20-21	Downgrade	Goldman	Buy → Neutral	$18 → $15
Oct-25-21	Downgrade	JP Morgan	Neutral → Underweight
Apr-15-21	Downgrade	Robert W. Baird	Outperform → Neutral	$16 → $19
Dec-03-20	Initiated	CJS Securities	Market Outperform	$22
Nov-27-19	Downgrade	Stifel	Buy → Hold	$19 → $17
Jul-18-19	Downgrade	JP Morgan	Overweight → Neutral	$18
Feb-13-19	Initiated	Berenberg	Buy	$20
Jul-23-18	Initiated	Stifel	Buy	$25
Jul-23-18	Initiated	Robert W. Baird	Outperform	$26

Show Previous Ratings

Feb-10-26 12:34AM	5 Insightful Analyst Questions From BrightView's Q4 Earnings Call (StockStory)
Feb-06-26 08:02AM	BrightView price target raised to $13 from $12 at JPMorgan (TipRanks)
Feb-05-26 12:07AM	BrightView Q1 Earnings Call Highlights (MarketBeat)
Feb-04-26 07:21PM	Why Brightview Holdings Stock Wilted on Wednesday (Motley Fool) -6.96%
04:02PM	BrightView Holdings Inc (BV) Q1 2026 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com)
07:00PM	Loading…
Feb-03-26 07:00PM	BrightView (BV) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:10PM	BrightView Holdings (BV) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:07PM	BrightView: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
05:06PM	BrightView's (NYSE:BV) Q4 CY2025 Sales Beat Estimates (StockStory)
04:10PM	BrightView Reports First Quarter Fiscal 2026 Results With Top-Line Revenue Growth & Improved Adjusted EBITDA; Reaffirms 2026 Guidance (Business Wire)
Feb-01-26 10:06PM	BrightView (BV) Q4 Earnings: What To Expect (StockStory)
Jan-14-26 04:15PM	BrightView Holdings, Inc. Announces First Quarter Fiscal Year 2026 Earnings Release Date, Conference Call and Webcast (Business Wire)
Dec-31-25 11:38PM	3 Low-Volatility Stocks with Questionable Fundamentals (StockStory)
Dec-16-25 11:05PM	3 Reasons to Avoid BV and 1 Stock to Buy Instead (StockStory)
Dec-11-25 04:15PM	BrightView Declares Eighth Consecutive Cash Dividend Payment on Preferred Stock (Business Wire)
04:15PM	Loading…
Dec-10-25 04:15PM	BrightView to Participate in CJS Securities 2025 Virtual NDR (Business Wire)
Nov-26-25 12:34AM	The 5 Most Interesting Analyst Questions From BrightView's Q3 Earnings Call (StockStory)
Nov-25-25 10:40PM	A Look Back at Environmental and Facilities Services Stocks' Q3 Earnings: BrightView (NYSE:BV) Vs The Rest Of The Pack (StockStory)
Nov-20-25 06:10PM	BV Q3 Deep Dive: Investments in Workforce and Fleet Aim to Reignite Growth (StockStory)
04:00PM	BrightView Holdings Inc (BV) Q4 2025 Earnings Call Highlights: Record EBITDA and Strategic ... (GuruFocus.com)
11:40AM	Why BrightView (BV) Shares Are Sliding Today (StockStory)
Nov-19-25 06:00PM	Here's What Key Metrics Tell Us About BrightView (BV) Q4 Earnings (Zacks)
05:25PM	BrightView Holdings (BV) Q4 Earnings and Revenues Lag Estimates (Zacks)
04:31PM	BrightView: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:27PM	BrightView (NYSE:BV) Misses Q3 CY2025 Sales Expectations, Stock Drops 16.7% (StockStory)
04:10PM	BrightView Posts Q4 and FY 2025 Earnings With Record Adjusted EBITDA; Projects Fiscal Year 2026 Revenue, Adjusted EBITDA, and Margin Growth; Increases Existing Share Repurchase Authorization (Business Wire)
Nov-17-25 10:01PM	BrightView (BV) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Nov-14-25 09:15AM	Stay Ahead of the Game With BrightView (BV) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Nov-12-25 07:45AM	Hydrofarm Holdings Group, Inc. (HYFM) Reports Q3 Loss, Misses Revenue Estimates (Zacks)
Nov-11-25 01:40PM	GrowGeneration Q3 Earnings Beat Estimates, Revenues Dip 6% Y/Y (Zacks)
06:50PM	Loading…
Nov-06-25 06:50PM	GrowGeneration (GRWG) Reports Q3 Loss, Beats Revenue Estimates (Zacks)
Nov-05-25 07:10AM	Bunge Global (BG) Q3 Earnings Top Estimates (Zacks)
Oct-30-25 04:15PM	BrightView Holdings, Inc. Announces Fourth Quarter and Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast (Business Wire)
Oct-20-25 12:02AM	3 Reasons to Sell BV and 1 Stock to Buy Instead (StockStory)
Oct-01-25 06:15AM	BrightView Unites 19,000 Team Members with Pink Hats for Breast Cancer Awareness Month (Business Wire)
Sep-15-25 12:34AM	1 Stock Under $50 with Exciting Potential and 2 We Avoid (StockStory)
Sep-11-25 04:15PM	BrightView Declares Seventh Consecutive Cash Dividend Payment on Preferred Stock (Business Wire)
Aug-18-25 11:34PM	Winners And Losers Of Q2: BrightView (NYSE:BV) Vs The Rest Of The Environmental and Facilities Services Stocks (StockStory)
Aug-13-25 01:41AM	5 Insightful Analyst Questions From BrightView's Q2 Earnings Call (StockStory)
Aug-11-25 09:46AM	BV Q2 Deep Dive: Margin Expansion Amid Revenue Headwinds and Strategic Investments (StockStory)
Aug-06-25 08:00PM	BrightView (BV) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) -5.84%
07:10PM	BrightView Holdings (BV) Lags Q3 Earnings and Revenue Estimates (Zacks)
06:11PM	BrightView (NYSE:BV) Misses Q2 Sales Targets (StockStory)
06:08PM	BrightView: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	BrightView Posts Third Quarter Fiscal 2025 Earnings With Record Net Income and Adjusted EBITDA, and Reaffirms Full Year Guidance (Business Wire)
Aug-05-25 05:15PM	comScore (SCOR) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
09:52AM	BrightView Holdings Inc (BV) Q3 2025 Earnings Report Preview: What to Look For (GuruFocus.com)
Aug-04-25 11:22PM	BrightView (BV) Reports Earnings Tomorrow: What To Expect (StockStory)
05:45PM	Crawford & Company B (CRD.B) Q2 Earnings and Revenues Lag Estimates (Zacks)
Jul-31-25 05:50PM	Bright Horizons Family Solutions (BFAM) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
Jul-30-25 10:00AM	BrightView Holdings (BV) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-29-25 06:30AM	From Racetrack to Ballpark: BrightView Builds MLB Field at Bristol (Business Wire)
12:03AM	BrightView (BV): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
Jul-18-25 12:40AM	3 Small-Cap Stocks with Questionable Fundamentals (StockStory)
Jul-17-25 08:45AM	5 Stocks Brokers Adore Even as Economic Uncertainty Lingers (Zacks)
Jul-16-25 04:15PM	BrightView Holdings, Inc. Announces Third Quarter Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast (Business Wire)
Jul-15-25 08:26AM	Thomson Reuters (TRI) Moves 7.6% Higher: Will This Strength Last? (Zacks)
Jul-07-25 10:22AM	The 5 Most Interesting Analyst Questions From BrightView's Q1 Earnings Call (StockStory)
Jul-02-25 12:45PM	Why BrightView (BV) Shares Are Falling Today (StockStory) -10.09%
Jul-01-25 04:15PM	BrightView Updates Fiscal 2025 Financial Guidance (Business Wire)
Jun-12-25 04:15PM	BrightView Declares Cash Dividend Payment on Preferred Stock (Business Wire)
Jun-05-25 06:45AM	BrightView Announces Pricing of Upsized Secondary Offering (Business Wire)
Jun-04-25 11:31PM	Q1 Earnings Highs And Lows: BrightView (NYSE:BV) Vs The Rest Of The Environmental and Facilities Services Stocks (StockStory)
May-29-25 04:15PM	BrightView to Participate in Upcoming 2025 Investor Conferences (Business Wire)
May-09-25 03:19AM	BrightView Holdings Inc (BV) Q2 2025 Earnings Call Highlights: Record EBITDA and Strategic ... (GuruFocus.com)
12:35AM	3 Stocks Under $50 Walking a Fine Line (StockStory)
May-07-25 08:00PM	BrightView (BV) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +8.46%
07:25PM	BrightView Holdings (BV) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
06:16PM	BrightView: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	BrightView Posts Second Quarter Fiscal 2025 Earnings With Record Adjusted EBITDA and Raises Full Year Guidance (Business Wire)
10:14AM	Earnings To Watch: BrightView Holdings Inc (BV) Reports Q2 2025 Results (GuruFocus.com)
May-06-25 07:40AM	Aramark (ARMK) Beats Q2 Earnings Estimates (Zacks)
May-01-25 04:15PM	BrightView to Participate in Upcoming Spring 2025 Investor Conferences (Business Wire)
07:40AM	Thomson Reuters (TRI) Surpasses Q1 Earnings Estimates (Zacks)
Apr-28-25 09:06AM	2 Profitable Stocks on Our Buy List and 1 to Think Twice About (StockStory)
Apr-22-25 04:15PM	BrightView Holdings, Inc. Announces Second Quarter Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast (Business Wire)
Apr-07-25 05:09AM	Unpacking Q4 Earnings: BrightView (NYSE:BV) In The Context Of Other Environmental and Facilities Services Stocks (StockStory)
Mar-28-25 05:14AM	BrightView (BV): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
Mar-21-25 12:25PM	BrightView Can Meander Before Taking Off (SeekingAlpha)
Mar-13-25 04:20PM	BrightView Announces $100 Million Share Repurchase Program (Business Wire)
Mar-12-25 04:15PM	BrightView Declares Fifth Consecutive Cash Dividend Payment on Preferred Stock (Business Wire)
Feb-27-25 04:10PM	BrightView to Participate in Loop Capital Markets 2025 Investor Conference (Business Wire)
Feb-11-25 08:09AM	Rollins Earnings: What To Look For From ROL (StockStory)
Feb-07-25 02:12AM	BrightView Holdings Inc (BV) Q1 2025 Earnings Call Highlights: Strong Growth Amidst Market ... (GuruFocus.com)
Feb-05-25 07:00PM	Compared to Estimates, BrightView (BV) Q1 Earnings: A Look at Key Metrics (Zacks) -6.58%
06:10PM	BrightView Holdings (BV) Q1 Earnings Meet Estimates (Zacks)
05:19PM	BrightView (NYSE:BV) Misses Q4 Revenue Estimates (StockStory)
05:13PM	BrightView: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	BrightView Reports First Quarter Fiscal 2025 Results, Expanded Margins, Reaffirms 2025 Guidance (Business Wire)
07:10AM	BrightView Holdings Inc (BV) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-04-25 08:08AM	BrightView (BV) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
07:11AM	What To Expect From BrightView Holdings Inc (BV) Q1 2025 Earnings (GuruFocus.com)
Feb-03-25 04:15PM	Registration is Open for BrightViews Investor Day (Business Wire)
Jan-29-25 04:15PM	BrightView Announces Successful Term Loan Repricing (Business Wire)
Jan-21-25 04:15PM	BrightView Holdings, Inc. Announces First Quarter Fiscal Year 2025 Earnings Release Date, Conference Call and Webcast (Business Wire)
Jan-14-25 04:04AM	Environmental and Facilities Services Stocks Q3 In Review: BrightView (NYSE:BV) Vs Peers (StockStory) +5.43%
Jan-07-25 04:15PM	BrightView to Participate in Upcoming CJS Securities 25th Annual New Ideas for the New Year Conference (Business Wire)
Jan-01-25 04:07AM	Three Reasons to Avoid BV and One Stock to Buy Instead (StockStory)
Dec-31-24 04:02AM	Q3 Rundown: Rollins (NYSE:ROL) Vs Other Environmental and Facilities Services Stocks (StockStory)
Dec-17-24 04:15PM	BrightView Declares Cash Dividend Payment on Preferred Stock (Business Wire)

BrightView Holdings, Inc. is an investment company, which engages in the provision of commercial landscaping services. It operates through the Maintenance Services and Development Services segments. The Maintenance Services segment focuses on recurring landscape maintenance services, snow removal services, and supplemental landscape enhancement services. The Development Services segment offers landscape architecture and development services for new construction and large scale redesign projects. The company was founded on November 7, 2013 and is headquartered in Blue Bell, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cornog William L	Director	Feb 06 '26	Buy	13.46	5,000	67,300	5,000	Feb 09 04:30 PM
Cornog William L	Director	Dec 02 '25	Buy	12.84	10,000	128,400	30,000	Dec 03 05:00 PM
Gottsegen Jonathan Mark	EVP, CLO & Corporate Secretary	Dec 01 '25	Sale	12.62	35,000	441,700	142,958	Dec 03 05:00 PM
Gottsegen Jonathan Mark	Officer	Dec 01 '25	Proposed Sale	12.62	35,000	441,548		Dec 01 12:07 PM
Urban Brett Nicholas	Chief Financial Officer	Aug 26 '25	Sale	14.54	62,619	910,480	14,212	Aug 27 05:00 PM
Urban Brett Nicholas	Chief Financial Officer	Aug 25 '25	Sale	14.66	14,800	216,968	76,831	Aug 27 05:00 PM
Orders Amanda Marie	EVP & CHRO	Aug 25 '25	Sale	14.78	70,000	1,034,600	38,446	Aug 27 05:00 PM
BRETT N URBAN	Officer	Aug 26 '25	Proposed Sale	14.57	62,619	912,096		Aug 26 04:04 PM
Orders Amanda Marie	Officer	Aug 25 '25	Proposed Sale	14.78	70,000	1,034,306		Aug 25 04:30 PM
BRETT N URBAN	Officer	Aug 25 '25	Proposed Sale	14.73	14,800	218,005		Aug 25 04:21 PM
KKR Group Partnership L.P.	10% Owner	Jun 06 '25	Sale	14.40	11,600,000	167,040,000	21,533,123	Jun 10 04:30 PM
KKR BrightView Aggregator L.P.	10% Owner	Jun 06 '25	Sale	14.40	11,600,000	167,040,000	21,533,123	Jun 10 04:30 PM
Barker Kurtis T	Director	Mar 14 '25	Buy	13.25	40,000	530,044	40,000	Mar 18 05:15 PM
Cornog William L	Director	Feb 21 '25	Buy	13.49	10,000	134,950	20,000	Feb 21 04:30 PM

Open in Screener

CRGY

Crescent Energy Co

Feb 11 • 04:00PM ET

10.55

+0.41 4.04 %

Energy • Oil & Gas E&P • USA • NYSE

CRGY Crescent Energy Co daily Stock Chart

Peers: XOM CVX COP EOG OXY MRO HES DVN FANG APA

| Held by: IJR AVUV VTI IWM VB XOP VBR FNDA IJS SPSM

Index	RUT	P/E	-	EPS (ttm)	-0.15	Insider Own	14.60%	Shs Outstand	328.38M	Perf Week	4.46%
Market Cap	3.46B	Forward P/E	8.23	EPS next Y	1.28	Insider Trans	0.00%	Shs Float	280.42M	Perf Month	29.93%
Enterprise Value	6.69B	PEG	-	EPS next Q	0.30	Inst Own	68.57%	Short Float	10.39%	Perf Quarter	17.75%
Income	23.52M	P/S	0.97	EPS this Y	-8.26%	Inst Trans	16.32%	Short Ratio	5.01	Perf Half Y	12.96%
Sales	3.59B	P/B	0.60	EPS next Y	-21.12%	ROA	0.25%	Short Interest	29.14M	Perf YTD	25.74%
Book/sh	17.56	P/C	390.14	EPS next 5Y	-9.11%	ROE	0.64%	52W High	15.58 -32.28%	Perf Year	-29.76%
Cash/sh	0.03	P/FCF	4.42	EPS past 3/5Y	-23.83% -	ROIC	0.31%	52W Low	6.83 54.47%	Perf 3Y	-13.31%
Dividend Est.	0.48 (4.55%)	EV/EBITDA	3.92	Sales past 3/5Y	25.66% 21.94%	Gross Margin	23.96%	Volatility	4.04% 4.10%	Perf 5Y	-
Dividend TTM	0.48 (4.55%)	EV/Sales	1.86	EPS Y/Y TTM	-122.30%	Oper. Margin	14.42%	ATR (14)	0.42	Perf 10Y	-
Dividend Ex-Date	Nov 17, 2025	Quick Ratio	0.81	Sales Y/Y TTM	32.31%	Profit Margin	0.66%	RSI (14)	68.08	Recom	1.38
Dividend Gr. 3/5Y	- -	Current Ratio	0.81	EPS Q/Q	44.99%	SMA20	13.47%	Beta	1.21	Target Price	13.29
Payout	-	Debt/Eq	0.72	Sales Q/Q	16.34%	SMA50	17.77%	Rel Volume	0.86	Prev Close	10.14
Employees	987	LT Debt/Eq	0.72	Earnings	Feb 25 AMC	SMA200	18.21%	Avg Volume	5.82M	Price	10.55
IPO	Dec 08, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	13.71% -0.62%	Trades		Volume	4,998,849	Change	4.04%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-09-26	Initiated	BMO Capital Markets	Market Perform	$10
Dec-16-25	Resumed	Evercore ISI	Outperform
Aug-25-25	Initiated	William Blair	Outperform
Jun-09-25	Initiated	Piper Sandler	Overweight	$14
Feb-03-25	Initiated	Siebert Williams Shank	Buy
Oct-28-24	Initiated	Pickering Energy Partners	Outperform
Sep-24-24	Resumed	Evercore ISI	Outperform	$17
Sep-18-24	Initiated	JP Morgan	Neutral	$12
Aug-08-24	Resumed	Wells Fargo	Overweight	$20
Jul-18-24	Resumed	Wolfe Research	Outperform	$16
Jun-27-24	Initiated	KeyBanc Capital Markets	Overweight	$16
Apr-10-24	Initiated	Tudor, Pickering, Holt & Co.	Buy	$18
Jan-03-24	Downgrade	Mizuho	Buy → Neutral	$18 → $14
Dec-05-23	Initiated	Raymond James	Strong Buy	$16
Dec-01-23	Initiated	Evercore ISI	Outperform	$16
Sep-27-23	Initiated	Stephens	Overweight	$17
Feb-14-23	Initiated	Credit Suisse	Neutral	$14
Jan-25-23	Downgrade	BofA Securities	Neutral → Underperform	$13 → $14
Jan-10-23	Initiated	Mizuho	Buy	$19
Nov-15-22	Initiated	BofA Securities	Neutral	$15

Show Previous Ratings

Feb-09-26 06:15PM	Crescent Energy (CRGY) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
Feb-06-26 09:30AM	GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits? (Zacks) +5.42%
Feb-03-26 08:55AM	Are Options Traders Betting on a Big Move in Crescent Energy Company Stock? (Zacks)
Feb-02-26 06:15PM	Crescent Energy (CRGY) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Feb-01-26 02:38AM	What Are Analysts Saying About Crescent Energy Company (CRGY)? (Insider Monkey)
06:15PM	Loading…
Jan-26-26 06:15PM	Crescent Energy (CRGY) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
08:17AM	Here Are Mondays Top Wall Street Analyst Research Calls: Amazon.com, AppLovin, Cisco Systems, Cognizant Technology, Dutch Bros., Meta Platforms, Netflix, and More (24/7 Wall St.)
Jan-19-26 08:02AM	Wall Street Bullish on Crescent Energy Company (CRGY) (Insider Monkey)
Jan-15-26 06:15PM	Crescent Energy (CRGY) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Jan-14-26 12:24AM	Crescent Energy (CRGY) Receives New Analyst Attention Amid Fresh Notes Issuance (Insider Monkey)
Jan-12-26 04:30PM	Crescent Energy Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call (Business Wire)
Jan-09-26 06:15PM	Crescent Energy (CRGY) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Dec-31-25 11:25AM	Crescent Energy (CRGY) Joins Top Ten US Independent Producers Following Completion of Transformative Vital Energy Acquisition (Insider Monkey)
Dec-30-25 08:55AM	These 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
Dec-15-25 08:50AM	Crescent Energy Closes Transformative Acquisition of Vital Energy (Business Wire) -5.11%
06:25PM	Loading…
Dec-12-25 06:25PM	Results of Early Participation in Crescent Energy's Exchange Offers and Consent Solicitations for Vital Energy, Inc.'s 7.75% Senior Notes due 2029 and 9.750% Senior Notes due 2030 (Business Wire)
04:20PM	Crescent Stockholders Overwhelmingly Approve Merger with Vital Energy (Business Wire)
Dec-09-25 11:49AM	Crescent Energy (CRGY) Posts Q3 Miss but Keeps Buy Rating and $14 Target (Insider Monkey)
Dec-08-25 05:57PM	Ares Management Set to Join S&P 500; Sezzle and Vital Farms to Join S&P SmallCap 600 (PR Newswire)
Dec-03-25 04:20PM	Crescent Energy Provides Update on Successful Non-Core Divestiture Program with Over $900 Million Signed Year to Date (Business Wire)
Dec-01-25 08:00AM	Crescent Energy Announces Exchange Offers and Consent Solicitations for Vital Energy, Inc.'s 7.75% Senior Notes due 2029 and 9.750% Senior Notes due 2030 (Business Wire)
Nov-28-25 09:30AM	Wall Street Bulls Look Optimistic About Crescent Energy (CRGY): Should You Buy? (Zacks)
Nov-19-25 10:25PM	Crescent Energy (CRGY) Price Target Cut by Piper Sandler (Insider Monkey)
Nov-12-25 12:26PM	GEV Rises 38.3% in Six Months: Should You Hold or Fold the Stock? (Zacks) -5.88%
07:01AM	Crescent Energy (CRGY) Rallies for 5th Day on Higher Oil, Gas Prices, Upcoming Dividend (Insider Monkey)
Nov-05-25 04:00AM	Crescent Energy Co (CRGY) Q3 2025 Earnings Call Highlights: Strategic Acquisitions and Robust ... (GuruFocus.com)
Nov-04-25 08:37AM	Crescent Posts $10MM Loss (Rigzone.com) -5.74%
Nov-03-25 07:10PM	Crescent Energy (CRGY) Q3 Earnings Top Estimates (Zacks)
06:08PM	Crescent Energy: Q3 Earnings Snapshot (Associated Press Finance)
04:20PM	Crescent Energy Reports Third Quarter 2025 Results (Business Wire)
07:35AM	Loading…
07:35AM	Crescent Energy Co (CRGY) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-31-25 09:21AM	Crescent Energy Co (CRGY) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-29-25 10:00AM	Analysts Estimate Excelerate Energy (EE) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:50AM	How to Boost Your Portfolio with Top Oils and Energy Stocks Set to Beat Earnings (Zacks)
Oct-27-25 11:43AM	Bloom Energy to Report Q3 Earnings: How to Play the Stock? (Zacks)
11:08AM	TotalEnergies to Report Q3 Earnings: What's in Store for the Stock? (Zacks)
10:00AM	Crescent Energy (CRGY) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
05:08AM	Best Income Stocks to Buy for Oct. 27th (Zacks)
04:53AM	New Strong Buy Stocks for Oct. 27: AEO, COF, and More (Zacks)
Oct-24-25 06:15PM	Crescent Energy (CRGY) Stock Sinks As Market Gains: Here's Why (Zacks)
Oct-22-25 04:30PM	Crescent Energy Announces Updates to Revolving Credit Facility: Increased Borrowing Base, Extended Tenor and Early Synergy Capture (Business Wire) +5.83%
Oct-17-25 06:15PM	Crescent Energy (CRGY) Stock Slides as Market Rises: Facts to Know Before You Trade (Zacks)
08:25AM	How Should You Play GEV Stock Ahead of Q3 Earnings Release? (Zacks)
Oct-16-25 08:45AM	GEV Stock Underperforms Industry in a Month: What Should Investors Do? (Zacks)
Oct-10-25 08:50AM	How to Boost Your Portfolio with Top Oils and Energy Stocks Set to Beat Earnings (Zacks) -9.82%
Oct-09-25 08:50AM	How to Find Strong Oils and Energy Stocks Slated for Positive Earnings Surprises (Zacks)
Oct-07-25 04:30PM	Crescent Energy Schedules Third Quarter 2025 Earnings Release and Conference Call (Business Wire)
Oct-06-25 12:10PM	Will Crescent Energy (CRGY) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-05-25 09:29PM	Crescent Energy (CRGY): Among the Energy Stocks that Lost This Week (Insider Monkey)
Sep-29-25 07:03PM	Crescent Energy (CRGY) Soars 16.17% as Oil Prices Climb on Russia-Ukraine Spat (Insider Monkey) -7.27%
06:15PM	Crescent Energy (CRGY) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
Sep-22-25 06:15PM	Crescent Energy (CRGY) Rises Higher Than Market: Key Facts (Zacks) +6.94%
Sep-16-25 09:53AM	Alyeska Boosts Crescent Energy Company (CRGY) Stake to 0.62% Following Vital Energy Deal (Insider Monkey)
Sep-15-25 06:15PM	Crescent Energy (CRGY) Stock Dips While Market Gains: Key Facts (Zacks)
Sep-12-25 09:10AM	3 Mid-Cap Energy Firms Analysts See Moving Up to the Big Leagues (MarketBeat)
Sep-11-25 12:38PM	Crescent Energy (CRGY) Soars 5.8%: Is Further Upside Left in the Stock? (Zacks)
Sep-09-25 06:15PM	Crescent Energy (CRGY) Stock Drops Despite Market Gains: Important Facts to Note (Zacks) +5.84%
Aug-29-25 11:10AM	Will Crescent Energy Gain if the Federal Reserve Cuts Rate Next Month? (Zacks)
11:10AM	Crescent Energy vs. SM Energy: Who's Leading the Shale Race Now? (Zacks)
09:38AM	Marvell downgraded, Dollar Tree upgraded: Wall Street's top analyst calls (The Fly)
Aug-26-25 11:54PM	Vinson & Elkins Advises Vital Energy in $3.1 Billion Sale to Crescent Energy (CorpGov.com) -5.45%
09:58AM	Crescent Energy to Acquire Vital Energy in a Deal Worth $3.1 Billion (Zacks)
09:43AM	Crescent Energy Strikes $3.1B Vital Deal to Expand Its Shale Footprint (GuruFocus.com)
08:18AM	Crescent to Acquire Vital in $3.1B Deal (Rigzone.com)
05:31AM	Crescent Energy to acquire Vital Energy in all-stock transaction (Offshore Technology)
Aug-25-25 02:05PM	Nvidia stock rises, Fabrinet upgrade, Vital Energy surges (Yahoo Finance Video)
11:12AM	Crescent Energy To Absorb Vital In $3.1 Billion All-Stock Transaction (Benzinga)
10:30AM	BC-Most Active Stocks (Associated Press Finance)
10:18AM	Crescent Energy Buys Rival Vital for $3.1 Billion. It's Now a Top 10 Independent Oil Producer. (Barrons.com)
10:15AM	Crescent Energy to Buy Vital Energy in $3-Billion Deal (Oilprice.com)
07:30AM	Crescent Energy to Acquire Vital Energy in All-Stock Transaction, Establishing a Top 10 Independent (Business Wire)
Aug-22-25 11:07AM	Crescent Energy Gains 10% in 3 Months: Should You Buy the Stock or Wait? (Zacks) +5.97%
Aug-19-25 12:16AM	Siebert Williams Shank & Co Reiterates 'Buy' Rating on Crescent Energy Company (CRGY) (Insider Monkey)
Aug-09-25 08:25PM	Crescent Energy Company (CRGY) Releases Q2 2025 Earnings (Insider Monkey)
Aug-07-25 01:01PM	KeyBanc Reiterates a Buy Rating on Crescent Energy Company (CRGY) (Insider Monkey)
Aug-06-25 10:18PM	Siebert Williams Shank & Co. Maintains a Buy on Crescent Energy Company (CRGY) (Insider Monkey)
03:22AM	Crescent Energy Co (CRGY) Q2 2025 Earnings Call Highlights: Record Production and Strategic ... (GuruFocus.com)
Aug-05-25 10:34PM	Crescent Energy Company (CRGY): A Bull Case Theory (Insider Monkey) +5.41%
Aug-04-25 07:00PM	Crescent Energy (CRGY) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:35PM	Crescent Energy (CRGY) Q2 Earnings and Revenues Beat Estimates (Zacks)
05:29PM	Crescent Energy: Q2 Earnings Snapshot (Associated Press Finance)
04:20PM	Crescent Energy Reports Second Quarter 2025 Results (Business Wire)
09:35AM	Crescent Energy Co (CRGY) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-30-25 02:29AM	Evercore ISI Maintains a Buy on Crescent Energy (CRGY) With an $11 PT (Insider Monkey)
Jul-29-25 06:15PM	Crescent Energy (CRGY) Gains As Market Dips: What You Should Know (Zacks)
10:00AM	Clearway Energy (CWEN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-28-25 10:00AM	Earnings Preview: Crescent Energy (CRGY) Q2 Earnings Expected to Decline (Zacks)
Jul-24-25 09:55AM	Wall Street Analysts See a 67.26% Upside in Crescent Energy (CRGY): Can the Stock Really Move This High? (Zacks)
09:09AM	Best Value Stocks to Buy for July 24th (Zacks)
08:50AM	Crescent Energy (CRGY) Shows Fast-paced Momentum But Is Still a Bargain Stock (Zacks)
08:19AM	Best Income Stocks to Buy for July 24th (Zacks)
08:04AM	Magnolia Oil to Report Q2 Earnings: What's in Store for the Stock? (Zacks)
04:57AM	New Strong Buy Stocks for July 24th (Zacks)
Jul-23-25 08:00AM	Crescent Energy Announces Expiration and Results of Its Tender Offer For Up To $500 Million of its 9.250% Senior Notes Due 2028 (Business Wire)
Jul-22-25 11:19AM	10 dividend stocks with yields up to 6.92% and plenty of cash flow for higher payouts (MarketWatch)
Jul-21-25 06:15PM	Crescent Energy (CRGY) Stock Declines While Market Improves: Some Information for Investors (Zacks)
Jul-17-25 02:46AM	Piper Sandler Initiates Coverage of Crescent Energy (CRGY) Stock With a Buy (Insider Monkey)
Jul-15-25 02:12AM	Wells Fargo Maintained a Buy Rating on Crescent Energy Company (CRGY), Raised the PT (Insider Monkey) -5.37%
Jul-10-25 04:30PM	Crescent Energy Schedules Second Quarter 2025 Earnings Release and Conference Call (Business Wire)
Jul-09-25 07:00PM	Energy Sector Faces 26% Earnings Drop as Q2 Season Begins (Oilprice.com)

Crescent Energy Co. is a differentiated U.S. energy company committed to delivering value through a disciplined, returns-driven growth through acquisition strategy and consistent return of capital. The company's long-life, balanced portfolio combines stable cash flows from low decline production with a deep, high-quality development inventory. Its activities are focused in Texas and the Rocky Mountain region. Crescent Energy is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kendall Brandi	See remarks	Mar 17 '25	Buy	11.05	932	10,299	23,347	Mar 19 05:54 PM
DUGINSKI MICHAEL	Director	Mar 13 '25	Buy	10.57	20,000	211,400	259,607	Mar 13 05:01 PM
DUGINSKI MICHAEL	Director	Mar 12 '25	Buy	10.71	6,000	64,260	239,607	Mar 13 05:01 PM
DUGINSKI MICHAEL	Director	Mar 11 '25	Buy	10.38	4,000	41,520	233,607	Mar 13 05:01 PM
KKR Group Partnership L.P.	10% Owner	Mar 10 '25	Sale	9.91	2,948,723	29,221,845	0	Mar 11 07:19 PM
Independence Energy Aggregator	10% Owner	Mar 10 '25	Sale	9.91	2,948,723	29,221,845	0	Mar 11 07:14 PM
Independence Energy Aggregator	10% Owner	Mar 10 '25	Proposed Sale	9.91	2,948,723	29,221,845		Mar 10 05:32 PM

Open in Screener

USFD

US Foods Holding Corp

Feb 11 • 04:00PM ET

89.93

-0.74 -0.82 %

Consumer Defensive • Food Distribution • USA • NYSE

USFD US Foods Holding Corp daily Stock Chart

Peers: SYY PFGC TSN MDLZ CHEF INGR UNFI HAIN DAR HASI

| Held by: IJH VTI VB VBR XMMO VXF MDY IJJ SPMD IWR

Index	-	P/E	37.43	EPS (ttm)	2.40	Insider Own	0.67%	Shs Outstand	224.60M	Perf Week	2.40%
Market Cap	20.05B	Forward P/E	19.11	EPS next Y	4.71	Insider Trans	-3.78%	Shs Float	221.46M	Perf Month	16.32%
Enterprise Value	25.11B	PEG	0.93	EPS next Q	1.00	Inst Own	102.95%	Short Float	4.98%	Perf Quarter	24.38%
Income	558.00M	P/S	0.51	EPS this Y	25.06%	Inst Trans	-1.39%	Short Ratio	4.50	Perf Half Y	13.81%
Sales	39.12B	P/B	4.52	EPS next Y	19.44%	ROA	4.06%	Short Interest	11.04M	Perf YTD	19.40%
Book/sh	19.91	P/C	358.02	EPS next 5Y	20.56%	ROE	12.29%	52W High	91.36 -1.56%	Perf Year	29.04%
Cash/sh	0.25	P/FCF	20.50	EPS past 3/5Y	55.56% 2.96%	ROIC	6.00%	52W Low	57.36 56.78%	Perf 3Y	146.72%
Dividend Est.	-	EV/EBITDA	13.97	Sales past 3/5Y	8.70% 7.87%	Gross Margin	17.41%	Volatility	2.40% 2.71%	Perf 5Y	146.86%
Dividend TTM	-	EV/Sales	0.64	EPS Y/Y TTM	3.49%	Oper. Margin	3.43%	ATR (14)	2.17	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.70	Sales Y/Y TTM	4.80%	Profit Margin	1.43%	RSI (14)	70.90	Recom	1.53
Dividend Gr. 3/5Y	- -	Current Ratio	1.15	EPS Q/Q	10.44%	SMA20	5.28%	Beta	1.00	Target Price	91.62
Payout	0.00%	Debt/Eq	1.14	Sales Q/Q	4.76%	SMA50	12.47%	Rel Volume	2.19	Prev Close	90.67
Employees	30000	LT Debt/Eq	1.08	Earnings	Feb 12 BMO	SMA200	16.06%	Avg Volume	2.45M	Price	89.93
IPO	May 26, 2016	Option/Short	Yes / Yes	EPS/Sales Surpr.	2.89% 0.21%	Trades		Volume	5,386,916	Change	-0.82%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-20-26	Resumed	Morgan Stanley	Equal-Weight
Oct-22-25	Initiated	Bernstein	Outperform	$95
May-23-25	Initiated	Citigroup	Buy	$95
Dec-18-24	Initiated	Melius	Buy	$12
Feb-20-24	Upgrade	UBS	Neutral → Buy	$47 → $64
Feb-20-24	Upgrade	Piper Sandler	Neutral → Overweight	$45 → $59
Nov-21-23	Resumed	Piper Sandler	Neutral	$45
Oct-19-23	Initiated	Deutsche Bank	Buy	$50
Jun-20-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$46 → $54
Jan-05-23	Upgrade	Barclays	Equal Weight → Overweight	$34 → $43
Sep-07-22	Resumed	JP Morgan	Neutral	$40
May-18-22	Initiated	Berenberg	Buy	$53
Mar-11-22	Initiated	CL King	Buy	$41
Feb-01-22	Initiated	Truist	Buy	$43
Jan-19-22	Initiated	Deutsche Bank	Buy	$44
Jul-29-21	Initiated	UBS	Neutral	$36
Apr-09-21	Initiated	Piper Sandler	Overweight	$45
Jan-25-21	Downgrade	JP Morgan	Overweight → Neutral	$36
Nov-10-20	Upgrade	BMO Capital Markets	Market Perform → Outperform	$22 → $45
Oct-16-20	Resumed	Jefferies	Buy	$34

Show Previous Ratings

Today 09:30AM	Flowers Foods Q4 Earnings on Deck: What Could Shape Results? (Zacks)
Feb-10-26 10:01PM	US Foods (USFD) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
10:21AM	What to Watch Ahead of The Kraft Heinz Company's Q4 Earnings Report? (Zacks)
10:00AM	Analysts Estimate Medifast (MED) to Report a Decline in Earnings: What to Look Out for (Zacks)
Feb-09-26 08:58AM	AB InBev's Q4 Earnings Ahead: Will Results Surprise Investors? (Zacks)
10:00AM	Loading…
Feb-05-26 10:00AM	US Foods (USFD) Earnings Expected to Grow: Should You Buy? (Zacks)
06:45AM	US Foods to Webcast Presentation at the CAGNY 2026 Conference (Business Wire)
Feb-04-26 01:55PM	1 Tasty Stock to Buy Now at All-Time Highs (Barchart)
Feb-03-26 07:15AM	Ingredion (INGR) Misses Q4 Earnings and Revenue Estimates (Zacks)
Jan-28-26 11:03PM	3 Reasons USFD is Risky and 1 Stock to Buy Instead (StockStory)
Jan-27-26 12:10PM	Will US Foods (USFD) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jan-26-26 09:30AM	United Natural Foods Automation Strategy: Scaling Profitability? (Zacks)
Jan-22-26 06:45AM	US Foods to Host Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call and Webcast (Business Wire)
Jan-20-26 09:36AM	Intel upgraded, Domino's downgraded: Wall Street's top analyst calls (The Fly)
Jan-16-26 08:22PM	US Foods (NYSE:USFD) Reports Q3 CY2025 In Line With Expectations (StockStory)
02:22PM	Loading…
02:22PM	Northrop Grumman Stock Flies To Highs Alongside Power Distributor, Foods Contractor (Investor's Business Daily)
Jan-14-26 11:15AM	US Foods Holding Corp. (USFD) Awarded $198.26M Defense Logistics Agency Contract (Insider Monkey)
Jan-12-26 06:45AM	US Foods Reaffirms Fiscal Year 2025 Guidance (Business Wire)
Jan-09-26 12:30PM	SMPL Stock Jumps 7% After Posting Earnings & Sales Beat in Q1 (Zacks)
Jan-08-26 12:21PM	ACI Stock Dips 6% Despite Posting Q3 Earnings Beat & Y/Y Sales Growth (Zacks)
11:40AM	USFD or CELH: Which Is the Better Value Stock Right Now? (Zacks)
09:38AM	Church & Dwight Accelerates Innovation to Defend Market Share (Zacks)
09:12AM	United Natural Foods' Natural vs. Conventional: Margin Divide Widens? (Zacks)
09:00AM	Flowers Foods Faces Margin Pressure: Can Profitability Recover? (Zacks)
Jan-06-26 12:20PM	Is US Foods (USFD) Stock Undervalued Right Now? (Zacks)
Dec-18-25 06:45AM	US Foods to Present at the 2026 ICR Conference (Business Wire)
Nov-25-25 10:51AM	Performance Food Group, US Foods end merger talks (FreightWaves)
10:37AM	US Foods, Performance Food Group end merger talks (Trucking Dive)
06:45AM	US Foods to Present at the 2025 Morgan Stanley Global Consumer & Retail Conference (Business Wire)
05:09AM	PFG and US Foods abandon pursuit of merger (Verdict Food Service)
04:32PM	Loading…
Nov-24-25 04:32PM	Stocks to Watch Monday Recap: Alphabet, Alibaba, Tesla, US Foods (The Wall Street Journal) +7.79%
11:28AM	Stocks to Watch Monday: Alphabet, Alibaba, Tesla, US Foods (The Wall Street Journal)
11:02AM	Merger Shockwave: Performance Food Group and US Foods Walk Away From a $31 Billion Power Play (GuruFocus.com)
09:36AM	Stocks to Watch Monday: Alibaba, Tesla, Alphabet, Performance Food (The Wall Street Journal)
07:12AM	Performance Food Group, US Foods Scrap Merger Talks (The Wall Street Journal)
06:00AM	US Foods and Performance Food Group Terminate Information Sharing Process (Business Wire)
Nov-06-25 04:14PM	US Foods Holding Corp (USFD) Q3 2025 Earnings Call Highlights: Strong Financial Performance ... (GuruFocus.com)
08:00AM	US Foods (USFD) Q3 Earnings and Revenues Surpass Estimates (Zacks)
06:58AM	US Foods: Q3 Earnings Snapshot (Associated Press Finance)
06:45AM	US Foods Reports Third Quarter Fiscal Year 2025 Earnings (Business Wire)
Oct-23-25 07:50AM	Darling Ingredients (DAR) Q3 Earnings Lag Estimates (Zacks)
Oct-22-25 09:40AM	Is Kirin (KNBWY) Outperforming Other Consumer Staples Stocks This Year? (Zacks)
Oct-21-25 12:45PM	3 Reasons Why Growth Investors Shouldn't Overlook US Foods (USFD) (Zacks)
09:40AM	Is US Foods (USFD) a Great Value Stock Right Now? (Zacks)
Oct-16-25 06:45AM	US Foods to Host Third Quarter 2025 Financial Results Conference Call and Webcast (Business Wire)
Oct-06-25 08:08PM	Lecap Asset Management Invests $1,195,000 in US Foods Holding Corp. (USFD) (Insider Monkey)
Sep-23-25 04:22PM	Performance Food settles with Sachem Head, hands seat to Ferguson (Reuters)
Sep-17-25 01:32PM	Performance Food, US Foods to Explore Merger With Information Sharing Pact (The Wall Street Journal)
Sep-16-25 04:00PM	PFG opens the door to US Foods amid activist pressure (Investing.com)
09:17AM	Performance Food, US Foods to Explore Merger With Information Sharing Pact (The Wall Street Journal)
06:45AM	US Foods Enters into Information Sharing Arrangement with Performance Food Group (Business Wire)
06:45AM	Performance Food Group Enters into Information Sharing Arrangement with US Foods (Business Wire)
Sep-15-25 08:00AM	US Foods Fall Scoop Product Line-Up Helps Operators Do More With Less (Business Wire)
Sep-10-25 06:45AM	US Foods Reaffirms Fiscal Year 2025 Guidance and 2025 to 2027 Long-range Plan (Business Wire)
Aug-28-25 06:45AM	US Foods to Present at the 2025 Piper Sandler Growth Frontiers Conference (Business Wire)
Aug-26-25 10:00AM	Meet the 2025 Class of US Foods Scholars Shaping the Future of Foodservice (Business Wire)
Aug-14-25 08:12PM	Kenvue attracts share purchase by activist investor Sachem Head (Reuters)
Aug-07-25 12:11PM	Chef's Line, Glenview Farms Parent US Foods Maintains Revenue Outlook Despite Q2 Miss (Benzinga) -5.33%
08:05AM	US Foods (USFD) Tops Q2 Earnings Estimates (Zacks)
06:59AM	US Foods: Q2 Earnings Snapshot (Associated Press Finance)
06:45AM	US Foods Reports Second Quarter Fiscal Year 2025 Earnings (Business Wire)
Aug-04-25 07:40AM	Freshpet (FRPT) Tops Q2 Earnings Estimates (Zacks)
Aug-01-25 07:15AM	Ingredion (INGR) Tops Q2 Earnings Estimates (Zacks)
Jul-31-25 10:00AM	US Foods (USFD) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-25-25 03:00PM	CHICAGO GOURMET 2025 POWERED BY INVESCO QQQ: PREMIER CULINARY FEST, TICKETS ON SALE JULY 25 (PR Newswire)
Jul-24-25 06:40AM	David Flitman Appointed to Avery Dennison Board of Directors (Business Wire)
Jul-22-25 06:20AM	Should Vanguard S&P Mid-Cap 400 Value ETF (IVOV) Be on Your Investing Radar? (Zacks)
Jul-18-25 10:15AM	Should You Chase the Tasty Gains in This Strong Buy Stock? (Barchart)
Jul-17-25 06:45AM	US Foods to Host Second Quarter 2025 Financial Results Conference Call and Webcast (Business Wire)
Jul-15-25 02:07PM	US Foods Holding Corp. (USFD): Jim Cramer Discusses Performance Foods Deal (Insider Monkey)
10:29AM	Costco's June Sales Climb on Robust 11.5% E-Commerce Growth (Zacks)
09:40AM	Should Value Investors Buy US Foods (USFD) Stock? (Zacks)
Jul-11-25 04:23PM	Performance Food Draws Takeover Interest From US Foods (Bloomberg)
04:00PM	It's No Nvidia, But Top Funds Get 'Fanatical' About This Breakout Stock Again (Investor's Business Daily)
03:08PM	Two Food Stocks Soar On Massive Deal News As Defensive Play Hits New Highs (Investor's Business Daily)
12:45PM	Is US Foods (USFD) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
12:40PM	US Foods Mulling Acquisition of Performance Food, Report Says (Investopedia)
09:36AM	Boeing, AMC, US Foods & Performance Food: Trending Tickers (Yahoo Finance Video)
Jul-10-25 08:04AM	It's No Nvidia, But Top Funds Get 'Fanatical' About This Breakout Stock - Again (Investor's Business Daily)
06:20AM	Should iShares S&P Mid-Cap 400 Value ETF (IJJ) Be on Your Investing Radar? (Zacks)
Jul-09-25 03:34PM	Stock Market Today: Dow Holds Gain As Trump Issues More Tariffs; Nvidia Hits $4 Trillion Mark (Live Coverage) (Investor's Business Daily)
Jul-03-25 11:42AM	Growth funds favor Makemytrip and SK Hynix: BofA (Investing.com)
Jun-18-25 08:00AM	US Foods Unveils Programming for the Most All-encompassing Foodservice Solutions Show in Companys History Aimed at Helping Operators Make It: Food Fanatics 2025 (Business Wire)
Jun-13-25 06:20AM	Should SPDR S&P 400 Mid Cap Value ETF (MDYV) Be on Your Investing Radar? (Zacks)
May-30-25 07:05AM	US Foods Seeing Inflows (FX Empire)
May-28-25 12:02PM	US Foods 2024 Sustainability Report Highlights Meaningful Progress Across Sustainability Priorities (Business Wire)
May-20-25 06:45AM	US Foods to Present at the Deutsche Bank Access Global Consumer Conference 2025 (Business Wire)
06:20AM	Should Vanguard S&P Mid-Cap 400 Value ETF (IVOV) Be on Your Investing Radar? (Zacks)
May-10-25 10:55AM	US Foods price target raised to $85 from $80 at BMO Capital (TipRanks)
May-09-25 06:20AM	Should iShares S&P Mid-Cap 400 Value ETF (IJJ) Be on Your Investing Radar? (Zacks)
03:24AM	US Foods Holding Corp (USFD) Q1 2025 Earnings Call Highlights: Strong Profitability Amidst ... (GuruFocus.com)
01:25AM	Q1 2025 US Foods Holding Corp Earnings Call (Thomson Reuters StreetEvents)
May-08-25 08:00AM	US Foods (USFD) Lags Q1 Earnings and Revenue Estimates (Zacks)
06:57AM	US Foods: Q1 Earnings Snapshot (Associated Press Finance)
06:45AM	US Foods Reports First Quarter Fiscal Year 2025 Earnings (Business Wire)
May-07-25 11:12AM	US Foods Q1 2025 Earnings Preview (Seeking Alpha)
May-01-25 10:01AM	US Foods (USFD) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
07:45AM	Utz Brands (UTZ) Meets Q1 Earnings Estimates (Zacks)
Apr-30-25 11:30AM	US Foods Increases Investment in Hunger Relief, Culinary Education and Disaster Relief Efforts by More Than 5-Fold Over the Last 2 Years (Business Wire)
Apr-23-25 06:45AM	US Foods to Present at the BMO Global Farm to Market Conference (Business Wire)

US Foods Holding Corp. engages in the marketing, sales and distribution of fresh, frozen, and dry food and non-food products to foodservice customers. It offers services under the brands of Chef's Line, Rykoff Sexton, Metro Deli, Stock Yards, Cattleman's Selection, Cross Valley Farms, del Pasado, Devonshire, Glenview Farms, Harbor Banks, Hilltop Hearth, Molly's Kitchen, Monarch, Monogram, Pacific Jade, Patuxent Farms, Rituals, Roseli, Superior, Thirster, Harvest Value, and Valu+Plus. The company was founded on May 23, 2007 and is headquartered in Rosemont, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Guberman Steven	See Remarks	Nov 11 '25	Option Exercise	25.65	97,877	2,510,093	193,764	Nov 13 05:23 PM
Guberman Steven	See Remarks	Nov 11 '25	Sale	72.00	58,632	4,221,504	113,410	Nov 13 05:23 PM
Guberman Steven	Officer	Nov 11 '25	Proposed Sale	72.72	58,632	4,263,959		Nov 12 08:57 AM
Locascio Dirk J.	EVP, Chief Financial Officer	Jul 10 '25	Option Exercise	13.29	7,500	99,675	122,577	Jul 14 04:30 PM
Locascio Dirk J.	EVP, Chief Financial Officer	Jul 10 '25	Sale	80.00	7,500	600,000	115,077	Jul 14 04:30 PM
Locascio Dirk J.	Officer	Jul 10 '25	Proposed Sale	80.00	7,500	600,000		Jul 10 12:39 PM
Locascio Dirk J.	EVP, Chief Financial Officer	May 15 '25	Option Exercise	13.29	15,000	199,350	130,077	May 19 06:18 PM
Locascio Dirk J.	EVP, Chief Financial Officer	May 15 '25	Sale	75.00	15,000	1,125,000	115,077	May 19 06:18 PM
Locascio Dirk J.	Officer	May 15 '25	Proposed Sale	75.00	15,000	1,125,000		May 15 12:10 PM
Locascio Dirk J.	EVP, Chief Financial Officer	May 08 '25	Option Exercise	13.29	10,000	132,900	125,077	May 12 04:11 PM
Locascio Dirk J.	EVP, Chief Financial Officer	May 08 '25	Sale	70.00	10,000	700,000	115,077	May 12 04:11 PM
Locascio Dirk J.	Officer	May 08 '25	Proposed Sale	70.00	10,000	700,000		May 08 10:19 AM
Bullock David W	Director	Feb 18 '25	Buy	71.06	4,000	284,240	4,500	Feb 19 08:02 PM

OS

OneStream Inc

APP

Applovin Corp

BTSG

BrightSpring Health Services Inc

BV

BrightView Holdings Inc

CRGY

Crescent Energy Co

USFD

US Foods Holding Corp

Upgrade your FINVIZ experience