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RGP

Resources Connection Inc

Sep 06 • 04:00PM ET

9.56

Dollar change -0.28
Percentage change -2.85	%

Industrials • Consulting Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VXF DFAT IWN FNDA VTWO BSVO SCHA DES

Index	RUT	P/E	15.37	EPS (ttm)	0.62	Insider Own	6.89%	Shs Outstand	33.56M	Perf Week	-7.72%
Market Cap	320.83M	Forward P/E	7.01	EPS next Y	1.36	Insider Trans	0.58%	Shs Float	31.25M	Perf Month	-6.00%
Income	21.03M	PEG	1.92	EPS next Q	0.02	Inst Own	88.94%	Short Float	2.70%	Perf Quarter	-13.87%
Sales	632.80M	P/S	0.51	EPS this Y	-34.77%	Inst Trans	1.94%	Short Ratio	1.36	Perf Half Y	-30.72%
Book/sh	12.48	P/B	0.77	EPS next Y	124.73%	ROA	4.03%	Short Interest	0.84M	Perf Year	-37.80%
Cash/sh	3.24	P/C	2.95	EPS next 5Y	8.00%	ROE	5.05%	52W Range	9.70 - 15.48	Perf YTD	-32.53%
Dividend Est.	0.49 (5.16%)	P/FCF	15.44	EPS past 5Y	-8.68%	ROI	4.92%	52W High	-38.24%	Beta	0.64
Dividend TTM	0.56 (5.86%)	Quick Ratio	3.32	Sales past 5Y	-1.64%	Gross Margin	37.55%	52W Low	-1.44%	ATR (14)	0.30
Dividend Ex-Date	Aug 23, 2024	Current Ratio	3.32	EPS Y/Y TTM	-61.38%	Oper. Margin	5.42%	RSI (14)	33.91	Volatility	2.79% 2.53%
Employees	3376	Debt/Eq	0.03	Sales Y/Y TTM	-18.42%	Profit Margin	3.32%	Recom	3.00	Target Price	14.50
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	-10.60%	Payout	90.24%	Rel Volume	0.34	Prev Close	9.84
Sales Surprise	5.41%	EPS Surprise	342.34%	Sales Q/Q	-19.65%	Earnings	Jul 18 AMC	Avg Volume	618.72K	Price	9.56
SMA20	-5.65%	SMA50	-9.58%	SMA200	-21.24%	Trades		Volume	212,778	Change	-2.85%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-15-22	Upgrade	BofA Securities	Underperform → Neutral	$49 → $58
Jun-19-20	Initiated	Sidoti	Buy	$15

Jul-30-24 05:31PM	Resources Connection, Inc.s Donald B. Murray Resigns as Chairman of the Board (Business Wire)
Jul-25-24 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
09:40AM	Are Investors Undervaluing Resources Connection (RGP) Right Now? (Zacks)
Jul-24-24 02:21PM	Hedge Fund and Insider Trading News: Cliff Asness, Bill Ackman, Politan Capital Management, Soleus Capital , Resources Connection Inc (RGP), NVIDIA Corporation (NVDA), and More (Insider Monkey)
Jul-18-24 08:53PM	RGP Stock Earnings: Resources Connection Beats EPS, Beats Revenue for Q4 2024 (InvestorPlace) +5.46%
05:40PM	Loading…
05:40PM	Resources Connection (RGP) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:49PM	Resources Connection: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Resources Connection, Inc. Reports Financial Results for Fourth Quarter and Full Fiscal Year 2024 (Business Wire)
Jul-11-24 07:00AM	RGP Releases Latest Pulse Survey on Workforce Investment Priorities (Business Wire)
Jul-10-24 05:59AM	Is ManpowerGroup (MAN) Trading at Attractive Valuations? (Insider Monkey)
04:13AM	Can Resources Connection (RGP) Withstand the Current Industry Recession? (Insider Monkey)
Jul-03-24 12:05PM	Resources Connection, Inc. to Announce Fourth Quarter and Full Fiscal Year 2024 Results on July 18, 2024 (Business Wire)
Jul-01-24 04:05PM	Resources Connection Completes Acquisition of Reference Point (Business Wire)
Jun-18-24 12:05PM	Resources Connection to Participate in Noble Capital Markets Virtual Conference (Business Wire)
Jun-13-24 04:05PM	RGP Announces New Leaders of On-Demand Talent and Consulting Business Units (Business Wire)
10:50AM	Loading…
Jun-11-24 10:50AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
Jun-10-24 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Jun-07-24 06:09PM	KKR, CrowdStrike Holdings and GoDaddy Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Jun-04-24 04:05PM	RGP Appoints Roger Carlile to Its Board of Directors (Business Wire)
May-28-24 04:05PM	Resources Connection to Participate in the Baird Global Consumer, Technology & Services Conference (Business Wire)
Apr-18-24 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Apr-05-24 07:30AM	Women are reentering the workforce at a record pace. Here's why (Yahoo Finance Video) +5.99%
Apr-04-24 09:38AM	Resources Connection, Inc. (NASDAQ:RGP) Q3 2024 Earnings Call Transcript (Insider Monkey) -7.57%
Apr-03-24 08:52PM	RGP Stock Earnings: Resources Connection Beats EPS, Misses Revenue for Q3 2024 (InvestorPlace)
05:52PM	Resources Connection Inc (RGP) Reports Decline in Q3 Revenue and Earnings, Missing Analyst Estimates (GuruFocus.com)
05:40PM	Resources Connection (RGP) Q3 Earnings Top Estimates (Zacks)
04:37PM	Resources Connection: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Resources Connection, Inc. Reports Financial Results for Third Quarter Fiscal 2024 (Business Wire)
04:05PM	Resources Connection, Inc. Announces Appointment of Bhadresh Patel as Chief Operating Officer (Business Wire)
Mar-28-24 08:00AM	Resources Connection to Acquire Reference Point LLC (Business Wire)
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Mar-20-24 05:02PM	Resources Connection, Inc. to Announce Fiscal 2024 Third Quarter Results on April 3, 2024 (Business Wire)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
Mar-07-24 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Feb-13-24 09:00AM	RGP Poll Provides a Pulse on Workforce Investment Priorities in 2024 (Business Wire) -5.85%
Jan-25-24 03:04PM	Chuck Royce's Strategic Reduction in Resources Connection Inc (GuruFocus.com)
Jan-18-24 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Jan-04-24 08:50AM	Resources Connection, Inc. (NASDAQ:RGP) Q2 2024 Earnings Call Transcript (Insider Monkey)
Jan-03-24 11:54PM	Resources Connection Inc (RGP) Faces Revenue Decline Amid Economic Challenges in Q2 Fiscal 2024 (GuruFocus.com)
09:03PM	RGP Stock Earnings: Resources Connection Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
05:15PM	Resources Connection (RGP) Q2 Earnings and Revenues Top Estimates (Zacks)
04:13PM	Resources Connection: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Resources Connection, Inc. Reports Financial Results for Second Quarter Fiscal 2024 (Business Wire)
Jan-02-24 05:27PM	FOMC meeting minutes, job openings, earnings: What to watch (Yahoo Finance Video)
Dec-20-23 04:05PM	Resources Connection, Inc. to Announce Fiscal 2024 Second Quarter Results on January 3, 2024 (Business Wire)
Dec-05-23 10:25AM	Sidoti Events, LLC's Virtual December Small-Cap Conference (ACCESSWIRE)
Nov-30-23 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Nov-28-23 04:59PM	12 Most Important Financial Ratios to Analyze a Company (Insider Monkey)
Nov-15-23 04:05PM	Resources Connection Acquires CloudGo Pte Ltd. (Business Wire)
Nov-03-23 04:43PM	RGP CEO explains companies' top 'transformation projects' (Yahoo Finance Video)
Oct-31-23 09:00AM	RGP Study Finds C-Suite Leaders Are Shifting Their Workforce Strategies as They Take on More Transformation Initiatives (Business Wire)
Oct-20-23 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Oct-19-23 10:00AM	RGP Study Finds Life Sciences M&A Deals Require Stronger Project Execution (Business Wire)
Oct-05-23 08:44AM	Q1 2024 Resources Connection Inc Earnings Call (Thomson Reuters StreetEvents) -6.56%
08:15AM	Resources Connection, Inc. (NASDAQ:RGP) Q1 2024 Earnings Call Transcript (Insider Monkey)
Oct-04-23 05:45PM	Resources Connection Inc (RGP) Reports Q1 Fiscal 2024 Earnings: Revenue and Net Income Decline (GuruFocus.com)
05:25PM	Resources Connection (RGP) Surpasses Q1 Earnings Estimates (Zacks)
04:14PM	Resources Connection: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Resources Connection Reports Financial Results for First Quarter Fiscal 2024 (Business Wire)
Sep-21-23 09:00AM	RGP Study Finds Financial Services Firms Are Challenged With Managing Data-Intensive Projects (Business Wire)
Sep-20-23 04:05PM	Resources Connection, Inc. to Announce Fiscal 2024 First Quarter Results on October 4, 2023 (Business Wire)
Sep-19-23 09:00AM	Sidoti Events, LLCs Virtual September Small-Cap Conference (ACCESSWIRE)
Sep-14-23 04:05PM	Resources Connection to Participate in the Sidoti Virtual Investor Conference (Business Wire)
Aug-16-23 04:05PM	Resources Connection Announces Appointment of Sue Collyns to Board of Directors (Business Wire)
Aug-03-23 06:06AM	Resources Connection (NASDAQ:RGP) Has Affirmed Its Dividend Of $0.14 (Simply Wall St.)
Jul-28-23 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Jul-26-23 01:54PM	Resources Connection, Inc. (NASDAQ:RGP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jul-24-23 05:35PM	Resources Connection (RGP) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:41PM	Resources Connection: Fiscal Q4 Earnings Snapshot (AP Finance)
04:05PM	Resources Connection, Inc. Reports Financial Results for Fourth Quarter and Full Fiscal Year 2023 (Business Wire)
Jul-22-23 10:22AM	Resources Connection's (NASDAQ:RGP) investors will be pleased with their notable 61% return over the last three years (Simply Wall St.)
Jul-10-23 04:05PM	Resources Connection, Inc. to Announce Fiscal 2023 Fourth Quarter Results on July 24, 2023 (Business Wire)
Jun-21-23 08:00PM	RGP: What does Argus have to say about RGP? (Argus Research)
May-14-23 08:17AM	Resources Connection (NASDAQ:RGP) Could Become A Multi-Bagger (Simply Wall St.)
Apr-27-23 06:06AM	Resources Connection's (NASDAQ:RGP) Dividend Will Be $0.14 (Simply Wall St.)
Apr-26-23 08:00PM	RGP: Lowering target price to $15.00 (Argus Research)
09:00AM	RGP Study Reveals the Systemic Impact of Healthcare Staffing Shortages on Mission-Critical Projects (Business Wire)
Apr-21-23 04:05PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Apr-09-23 08:12AM	Is Resources Connection, Inc. (NASDAQ:RGP) Expensive For A Reason? A Look At Its Intrinsic Value (Simply Wall St.)
Apr-07-23 10:25PM	Resources Connection, Inc. (NASDAQ:RGP) Q3 2023 Earnings Call Transcript (Insider Monkey)
Apr-04-23 05:25PM	Resources Connection (RGP) Q3 Earnings and Revenues Top Estimates (Zacks) -8.00%
04:16PM	Resources Connection: Fiscal Q3 Earnings Snapshot (AP Finance)
04:05PM	Resources Connection, Inc. Reports Financial Results for Third Quarter Fiscal 2023 (Business Wire)
Mar-21-23 12:00PM	Resources Connection, Inc. to Participate in the Sidoti Virtual Investor Conference (Business Wire)
08:30AM	Resources Connection, Inc. to Announce Fiscal 2023 Third Quarter Results on April 4, 2023 (Business Wire)
Mar-17-23 06:11AM	Resources Connection, Inc.'s (NASDAQ:RGP) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock? (Simply Wall St.)
Feb-28-23 12:04PM	Do Resources Connection's (NASDAQ:RGP) Earnings Warrant Your Attention? (Simply Wall St.)
Feb-12-23 07:14AM	Investors in Resources Connection (NASDAQ:RGP) have made a respectable return of 39% over the past three years (Simply Wall St.)
Jan-26-23 05:06AM	Resources Connection (NASDAQ:RGP) Has Announced A Dividend Of $0.14 (Simply Wall St.)
Jan-20-23 05:33PM	Resources Connection, Inc. Announces Quarterly Dividend and Dividend Payment Date (Business Wire)
Jan-17-23 09:00AM	RGP Study Finds One-Third of Companies Pursuing Mission-Critical Transformation Projects Are Facing Challenges (Business Wire)
Jan-16-23 08:44AM	Is the Options Market Predicting a Spike in Resources Connection (RGP) Stock? (Zacks)
Jan-10-23 07:44AM	Resources Connection, Inc. (NASDAQ:RGP) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jan-09-23 05:34AM	Resources Connection Second Quarter 2023 Earnings: EPS Beats Expectations (Simply Wall St.)
Jan-04-23 05:25PM	Resources Connection (RGP) Q2 Earnings and Revenues Surpass Estimates (Zacks) -17.19%
04:05PM	Resources Connection, Inc. Reports Financial Results for Second Quarter Fiscal 2023 (Business Wire)
Dec-21-22 04:05PM	Resources Connection, Inc. to Announce Fiscal 2023 Second Quarter Results on January 4, 2023 (Business Wire)
Dec-06-22 07:00AM	Sidoti's December Small-Cap Virtual Conference (ACCESSWIRE)
Dec-02-22 08:00AM	Resources Connection, Inc. to Participate in the Sidoti Virtual Investor Conference (Business Wire)
05:13AM	Resources Connection, Inc. (NASDAQ:RGP) is largely controlled by institutional shareholders who own 85% of the company (Simply Wall St.)
Nov-17-22 01:27PM	Resources Connection (NASDAQ:RGP) Is Very Good At Capital Allocation (Simply Wall St.)

Resources Connection, Inc. engages in the provision of business consulting services. It offers consulting and business initiative support services to its global client base in the areas of accounting, finance, corporate governance risk and compliance management, corporate advisory strategic communications and restructuring, information management, human capital, supply chain management, healthcare solutions, and legal and regulatory. The company was founded by Donald Brian Murray in June 1996 and is headquartered in Irvine, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MURRAY DONALD B	Officer	Aug 29 '24	Proposed Sale	10.18	277,014	2,820,003		Aug 29 01:34 PM
MURRAY DONALD B	Officer	Aug 29 '24	Proposed Sale	10.18	250,000	2,545,000		Aug 29 01:08 PM
MURRAY DONALD B	Officer	Aug 14 '24	Proposed Sale	10.00	198,154	1,981,540		Aug 14 03:51 PM
MURRAY DONALD B	Member of immediate family of	Aug 14 '24	Proposed Sale	10.00	49,446	494,460		Aug 14 03:37 PM
Ryu Jennifer Y	CFO	Jul 24 '24	Sale	11.25	11,650	131,062	84,481	Jul 25 04:12 PM
Carlile Roger D	Director	Jul 22 '24	Buy	11.25	25,000	281,250	25,000	Jul 23 04:30 PM
White David P	Director	Oct 31 '23	Sale	13.34	2,753	36,711	10,915	Nov 02 04:43 PM

Open in Screener

CART

Maplebear Inc.

Sep 06 • 04:00PM ET

34.01

Dollar change -0.61
Percentage change -1.76	%

Consumer Cyclical • Internet Retail • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB VBR IWR VDC IWD FMDE IYW IWS PEJ

Index	-	P/E	-	EPS (ttm)	-5.97	Insider Own	42.02%	Shs Outstand	279.05M	Perf Week	-3.74%
Market Cap	8.74B	Forward P/E	25.65	EPS next Y	1.33	Insider Trans	-0.43%	Shs Float	149.07M	Perf Month	5.26%
Income	-1678.00M	PEG	-	EPS next Q	0.21	Inst Own	45.97%	Short Float	7.86%	Perf Quarter	0.68%
Sales	3.21B	P/S	2.72	EPS this Y	109.18%	Inst Trans	-	Short Ratio	3.21	Perf Half Y	-1.10%
Book/sh	11.53	P/B	2.95	EPS next Y	16.23%	ROA	-42.82%	Short Interest	11.71M	Perf Year	-
Cash/sh	6.11	P/C	5.57	EPS next 5Y	-	ROE	-53.67%	52W Range	22.13 - 42.95	Perf YTD	44.91%
Dividend Est.	-	P/FCF	14.04	EPS past 5Y	-	ROI	-51.79%	52W High	-20.81%	Beta	1.37
Dividend TTM	-	Quick Ratio	3.45	Sales past 5Y	27.50%	Gross Margin	74.42%	52W Low	53.68%	ATR (14)	1.23
Dividend Ex-Date	-	Current Ratio	3.45	EPS Y/Y TTM	-1302.18%	Oper. Margin	-68.22%	RSI (14)	49.50	Volatility	3.10% 3.38%
Employees	3380	Debt/Eq	0.01	Sales Y/Y TTM	10.69%	Profit Margin	-52.27%	Recom	2.10	Target Price	45.00
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	154.84%	Payout	-	Rel Volume	0.72	Prev Close	34.62
Sales Surprise	2.07%	EPS Surprise	52.56%	Sales Q/Q	14.94%	Earnings	Aug 06 AMC	Avg Volume	3.65M	Price	34.01
SMA20	0.50%	SMA50	0.65%	SMA200	8.70%	Trades		Volume	2,620,763	Change	-1.76%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Initiated	Cantor Fitzgerald	Overweight	$45
Jul-16-24	Initiated	Wolfe Research	Peer Perform
Jul-11-24	Initiated	KeyBanc Capital Markets	Sector Weight
Jun-05-24	Upgrade	Gordon Haskett	Hold → Buy	$37 → $45
Apr-19-24	Initiated	Loop Capital	Buy	$46
Apr-01-24	Downgrade	Fox Advisors	Overweight → Equal Weight
Mar-25-24	Initiated	Macquarie	Outperform	$42
Mar-14-24	Upgrade	Bernstein	Mkt Perform → Outperform	$30 → $43
Jan-30-24	Initiated	Morgan Stanley	Equal-Weight	$28
Jan-23-24	Downgrade	The Benchmark Company	Buy → Hold
Jan-22-24	Initiated	The Benchmark Company	Buy	$32
Jan-17-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$35
Jan-09-24	Initiated	BMO Capital Markets	Market Perform	$26
Oct-23-23	Initiated	MoffettNathanson	Market Perform	$30
Oct-16-23	Initiated	Wedbush	Neutral	$28
Oct-16-23	Initiated	Stifel	Buy	$48
Oct-16-23	Initiated	Robert W. Baird	Outperform	$31
Oct-16-23	Initiated	Piper Sandler	Overweight	$36
Oct-16-23	Initiated	Oppenheimer	Outperform	$36
Oct-16-23	Initiated	JP Morgan	Overweight	$33

Show Previous Ratings

Sep-06-24 11:32AM	Analyst Report: Maplebear Inc. (Morningstar Research)
Aug-30-24 09:27AM	Instacart, Upside launch limited-time Cart Star benefit (Chain Store Age)
01:52AM	Maplebear Inc (CART) CEO Fidji Simo Sells 33,000 Shares (GuruFocus.com)
Aug-29-24 06:04AM	Instacart Health unveils its largest government partnership (Grocery Dive)
05:22AM	Instacart partners with Maryland county to fight childhood hunger (Chain Store Age)
12:20PM	Loading…
Aug-27-24 12:20PM	Surging Earnings Estimates Signal Upside for Maplebear (CART) Stock (Zacks)
09:20AM	Instacart CEO to Participate in Fireside Chat Hosted by Goldman Sachs (PR Newswire)
08:02AM	Pfizer, joining Lilly, enters the direct-to-consumer market with a telehealth and prescription platform (Yahoo Finance)
Aug-23-24 04:44PM	Is Maplebear Inc. (CART) a Good E-Commerce Stock to Invest In Now? (Insider Monkey)
01:53PM	Maplebear Stock Sees RS Rating Climb To 75 (Investor's Business Daily)
05:15AM	Instacart expands consumer savings (Grocery Dive)
Aug-21-24 01:22PM	Instacart offers customers new ways to save (Chain Store Age)
Aug-15-24 01:51PM	Ibotta grows its user base by 158%, partners with Instacart (Supermarket News)
Aug-14-24 12:18PM	Ibotta CEO on Q2 earnings, new partnership with Instacart (CNBC TV)
10:34AM	Instacart expands reach of grocery stipend program (Grocery Dive)
09:00AM	Loading…
09:00AM	Instacart and Partnership for a Healthier America Connect Families with Over Five Million Servings of Fresh Produce in Under-Resourced Communities Nationwide and Announce New Good Food at Home Cities (PR Newswire)
Aug-13-24 04:41PM	Ibotta will provide Instacart customers third-party coupons (Chain Store Age)
04:00PM	Instacart and Ibotta Join Forces to Deliver More Savings for Customers (GlobeNewswire)
02:46PM	DoorDash, Warner Bros. Discovery To Make Max Free To DashPass Subscribers (Investopedia)
12:00PM	Instacart partners with Ibotta to deliver digital coupons to shoppers (Grocery Dive)
Aug-12-24 09:40AM	Are Business Services Stocks Lagging Maplebear Inc. (CART) This Year? (Zacks)
Aug-07-24 02:21PM	Analyst Report: Maplebear Inc. (Morningstar Research)
11:45AM	Instacart Stock Is Booming. Why It and Uber Are Defying Recession Fears. (Barrons.com)
10:42AM	Instacart and Uber Are Booming. Why Gig Economy Stocks Could Be Recession-Proof. (Barrons.com)
09:49AM	Stocks to Watch Wednesday: Super Micro, Disney, Rivian, Lyft (The Wall Street Journal)
08:50AM	Instacart shares surge on strong grocery delivery demand and advertising growth (Reuters)
07:00AM	Instacart posts strong Q2 results as it zeroes in on omnichannel (Grocery Dive)
04:56AM	Instacart announces collaborations with ALDI SOUTH and Walgreens (Retail Insight Network)
01:30AM	Q2 2024 Uber Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-06-24 09:45PM	Instacart (CART) Q2 2024 Earnings Call Transcript (Motley Fool)
05:28PM	Loading…
05:28PM	Instacart, Reddit, Lumen Technologies: After-hours movers (Yahoo Finance Video)
04:43PM	Maplebear: Q2 Earnings Snapshot (Associated Press Finance)
04:33PM	Instacart Quarterly Revenue Jumps 15%, Led by More Orders (The Wall Street Journal)
04:05PM	Instacart Announces Second Quarter 2024 Financial Results (PR Newswire)
09:07AM	Aldi expands Instacart partnership with smart carts, seamless shopping (Chain Store Age)
09:00AM	Instacart Pushes Overseas With Smart Cart Deal in Austria (Bloomberg)
09:00AM	Instacart and ALDI SOUTH Group Expand Omnichannel Partnership (PR Newswire)
06:45AM	Aldi adding Instacarts omnichannel tech to all US stores (Grocery Dive)
Aug-01-24 05:36PM	NVIDIA, Maplebear And Two Other Stocks Insiders Are Selling (Benzinga)
09:00AM	Davis Food & Drug to Launch Caper Carts Across All Store Locations (PR Newswire)
04:16AM	Instacart and Albertsons expand US pick-up and rapid delivery (Retail Insight Network)
Jul-31-24 11:41AM	Albertsons expands scope of Instacart partnership (Chain Store Age)
09:00AM	Instacart and Albertsons Companies Expand Partnership Nationwide Launching Pickup Services and Convenience Delivery in as Fast as 30 Minutes (PR Newswire)
06:39AM	Albertsons and Instacart expand e-commerce partnership (Grocery Dive)
Jul-30-24 01:38PM	Instacart launches new inspiration-focused ad solutions (Chain Store Age)
09:00AM	Instacart Unveils New Ad Solutions to Spark Out-of-Aisle Inspiration (PR Newswire)
05:56AM	Instacart rolls out Carrot Tags ESL software for Schnuck Markets (Retail Insight Network)
Jul-29-24 10:50AM	Schnuck Markets streamlines picking for Instacart shoppers (Chain Store Age)
Jul-18-24 06:00AM	Instacart partners with New Yorks largest healthcare provider to bolster food access (Grocery Dive)
Jul-17-24 07:01PM	Maplebear Inc (CART) CEO Fidji Simo Sells 24,500 Shares (GuruFocus.com)
12:44PM	Instacart launches new health collaboration with focus on moms-to-be (Chain Store Age)
10:00AM	Northwell Health Partners With Instacart to Expand Access to Nutritious Food for Patients and Staff (Business Wire)
Jul-16-24 09:25AM	Instacart to Report Second Quarter 2024 Financial Results on August 6, 2024 (PR Newswire) +5.13%
Jul-08-24 03:15PM	Instacarts AI-powered smart carts, which offer real-time recommendations and gamified shopping, are coming to more U.S. grocery stores (Fortune)
01:45PM	3 Stocks That Could Make You Rich by 2050 (InvestorPlace)
Jul-01-24 07:24AM	Instacart aims to make deliveries smoother for its workers (Grocery Dive)
Jun-28-24 07:00PM	Maplebear Inc (CART) CEO Fidji Simo Sells 8,500 Shares (GuruFocus.com)
02:01PM	How on-demand delivery has blurred the lines between foodservice and retail (Nation's Restaurant News)
Jun-27-24 09:00AM	More ShopRites Adding Caper Carts Powered by Instacart (PR Newswire)
Jun-26-24 01:12PM	Price Chopper picks up Instacarts smart carts (Grocery Dive)
07:00AM	Stock Price Predictions: 3 Companies Analysts Just Got More Bullish On (InvestorPlace)
06:37AM	Instacart AI-powered smart carts launch at select Missouri stores (Retail Insight Network)
Jun-25-24 02:55PM	Albertsons enters e-commerce partnership with Grubhub (Grocery Dive)
09:00AM	Price Chopper and McKeever's Introduce Instacart's Smart Carts (PR Newswire)
08:46AM	Do Options Traders Know Something About Maplebear (CART) Stock We Don't? (Zacks)
Jun-20-24 07:44AM	Sally Beauty expands same-day delivery services with Instacart deal (Retail Dive)
12:31AM	Sally Beauty, Instacart launch same-day delivery (Chain Store Age)
Jun-19-24 06:12AM	3 Transportation Stocks to Buy Now: June 2024 (InvestorPlace)
Jun-18-24 09:00AM	Sally Beauty and Instacart Announce Nationwide Partnership to Offer Same-Day Delivery (PR Newswire)
04:56AM	Instacart expands into shoppable YouTube ad formats (Retail Insight Network)
Jun-17-24 12:20PM	Instacart enables shoppable YouTube ads for CPG brands (Chain Store Age)
03:00AM	INSTACART MAKES YOUTUBE ADS SHOPPABLE FOR CPG BRANDS (PR Newswire)
Jun-16-24 11:00PM	Instacart plugs retail media data into YouTube Shopping ads to fuel offsite growth (Marketing Dive)
Jun-13-24 06:36AM	Rite Aid and Instacart partner for EBT SNAP online payment (Retail Insight Network)
Jun-12-24 09:00AM	Rite Aid Expands Partnership with Instacart to Offer EBT SNAP Online Payment Option from more than 1,400 Locations (Business Wire)
Jun-10-24 05:40PM	Instacart to fight summer hunger through food banks, EBT program, more (Chain Store Age)
Jun-06-24 04:09PM	Instacart Announces $500 Million Buyback, Third Since Debut (Bloomberg) +9.14%
03:15PM	Instacart Stock Surges On $500 Million Stock Buyback Plan (Investor's Business Daily)
01:35PM	Instacart Stock Jumps on More Buyback News (Barrons.com)
01:33PM	Instacart Stock Jumps on More Buyback News. Why Investors Are Bullish. (Barrons.com)
Jun-01-24 02:43AM	Maplebear Inc (CART) CEO Fidji Simo Sells 6,000 Shares (GuruFocus.com)
May-30-24 08:04PM	4 Key Takeaways From Costco's Earnings Call (Investopedia)
May-23-24 06:35PM	What You Need To Know Ahead of Costco's Earnings (Investopedia)
02:05PM	The Home Depot expands same-day delivery options with Instacart (Chain Store Age)
09:00AM	The Home Depot and Instacart Announce Nationwide Partnership to Offer Same-Day Delivery (PR Newswire)
May-22-24 11:30AM	Retail Tech: Kohls Teams with Instacart for Same-Day Delivery, URBN Taps Stripe for Payments (Sourcing Journal)
08:08AM	Lowe's Companies, Inc. (NYSE:LOW) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-20-24 04:01PM	Instacart stock falls, CFO expects transaction guidance miss (Yahoo Finance Video)
09:40AM	Is Maplebear Inc. (CART) Outperforming Other Business Services Stocks This Year? (Zacks)
May-16-24 09:35AM	Maplebear (CART) Loses -9.63% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks)
07:16AM	Wall Street Favorites: 7 Stocks With Strong Buy Ratings for May 2024 (InvestorPlace)
May-15-24 05:23PM	Uber to Offer Airport Shuttles, Adds Costco as Partner (Bloomberg)
01:43PM	Uber Reveals Costco Partnership, Uber One Discount for College Students (Investopedia)
08:30AM	1 Wall Street Analyst Thinks Uber Stock Is Going to $90. Is It a Buy Around $67? (Motley Fool)
07:40AM	Uber takes on Instacart with expanded Costco partnership (Grocery Dive)
May-13-24 02:11PM	5 Best New Stocks To Buy According To Analysts (Insider Monkey)
09:25AM	Instacart CFO to Participate in Fireside Chat Hosted by J.P. Morgan (PR Newswire)
May-10-24 06:00PM	Instacarts CFO Shuffle (The Information)
05:59PM	Analyst Report: Maplebear Inc. (Morningstar Research)
12:26PM	Maplebear Inc (CART) Q1 2024 Earnings Overview: Surpasses Revenue Expectations with Strategic ... (GuruFocus.com)

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Simo Fidji	PRESIDENT AND CEO	Aug 28 '24	Sale	35.27	33,000	1,163,960	1,844,778	Aug 29 05:10 PM
Simo Fidji	Officer	Aug 28 '24	Proposed Sale	35.27	33,000	1,163,958		Aug 28 04:11 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Aug 20 '24	Sale	32.65	10,992	358,894	339,231	Aug 22 04:01 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Aug 20 '24	Sale	33.17	2,486	82,461	101,711	Aug 22 04:00 PM
Ramsay Alan	Officer	Aug 20 '24	Proposed Sale	33.17	2,486	82,461		Aug 20 04:36 PM
Fong Morgan	Officer	Aug 20 '24	Proposed Sale	32.65	10,992	358,894		Aug 20 04:35 PM
Simo Fidji	PRESIDENT AND CEO	Jul 29 '24	Sale	34.53	8,500	293,511	1,951,167	Jul 31 04:13 PM
Simo Fidji	Officer	Jul 29 '24	Proposed Sale	34.53	8,500	293,511		Jul 29 05:25 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Jul 22 '24	Sale	35.02	2,626	91,972	107,910	Jul 24 04:17 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Jul 22 '24	Sale	35.02	9,506	332,928	372,335	Jul 24 04:13 PM
Simo Fidji	PRESIDENT AND CEO	Jul 16 '24	Sale	35.50	23,800	844,831	1,959,667	Jul 17 04:01 PM
Simo Fidji	PRESIDENT AND CEO	Jul 15 '24	Sale	35.01	700	24,508	1,983,467	Jul 17 04:01 PM
Simo Fidji	PRESIDENT AND CEO	Jun 26 '24	Sale	33.04	8,500	280,854	1,984,167	Jun 28 04:52 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Jun 20 '24	Sale	33.86	2,550	86,341	110,536	Jun 24 04:06 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Jun 20 '24	Sale	33.86	9,228	312,448	381,841	Jun 24 04:03 PM
Simo Fidji	PRESIDENT AND CEO	Jun 12 '24	Sale	33.81	2,500	84,528	1,992,667	Jun 14 04:05 PM
Simo Fidji	PRESIDENT AND CEO	May 29 '24	Sale	31.82	6,000	190,943	1,995,167	May 31 04:18 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	May 20 '24	Sale	33.21	2,550	84,678	113,086	May 22 04:33 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	May 20 '24	Sale	33.20	9,228	306,415	391,069	May 22 04:31 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	May 01 '24	Sale	34.90	12,178	425,001	118,142	May 01 04:38 PM
Simo Fidji	PRESIDENT AND CEO	Apr 29 '24	Sale	34.93	13,206	461,345	2,132,845	May 01 04:08 PM
Simo Fidji	PRESIDENT AND CEO	Apr 30 '24	Sale	35.01	4,308	150,810	2,128,537	May 01 04:08 PM
Simo Fidji	PRESIDENT AND CEO	May 01 '24	Sale	35.09	3,236	113,551	2,125,301	May 01 04:08 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Apr 22 '24	Sale	34.86	18,687	651,515	418,973	Apr 24 04:10 PM
Giovanni Nick	CHIEF FINANCIAL OFFICER	Apr 17 '24	Sale	36.97	10,000	369,692	576,977	Apr 19 04:14 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Apr 01 '24	Sale	37.20	12,113	450,658	102,092	Apr 03 04:27 PM
Simo Fidji	PRESIDENT AND CEO	Mar 26 '24	Sale	38.06	20,750	789,830	888,365	Mar 28 04:07 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Mar 21 '24	Sale	37.62	18,689	703,103	264,379	Mar 25 04:14 PM
Simo Fidji	President and CEO	Mar 20 '24	Sale	38.07	82,461	3,139,323	926,654	Mar 22 04:05 PM
Simo Fidji	President and CEO	Mar 21 '24	Sale	38.09	17,539	668,004	909,115	Mar 22 04:05 PM
Ramsay Alan	CHIEF ACCOUNTING OFFICER	Mar 08 '24	Sale	34.33	12,113	415,855	114,205	Mar 12 05:10 PM
Giovanni Nick	Chief Financial Officer	Mar 08 '24	Sale	34.31	5,000	171,564	591,977	Mar 12 05:09 PM
Giovanni Nick	Chief Financial Officer	Mar 12 '24	Sale	35.03	4,100	143,621	586,977	Mar 12 05:09 PM
Giovanni Nick	Chief Financial Officer	Mar 11 '24	Sale	35.00	900	31,500	591,077	Mar 12 05:09 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Mar 08 '24	Option Exercise	6.59	40,000	263,607	381,268	Mar 12 05:06 PM
Fong Morgan	GENERAL COUNSEL & SECRETARY	Mar 08 '24	Sale	34.32	98,200	3,370,173	283,068	Mar 12 05:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:59 PM
SC US (TTGP), LTD.	10% Owner	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:59 PM
SC US (TTGP), LTD.	10% Owner	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:56 PM
SC US (TTGP), LTD.	10% Owner	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:56 PM
SC US (TTGP), LTD.	10% Owner	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:55 PM
SC US (TTGP), LTD.	10% Owner	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:55 PM
Gupta Ravi	Director	Feb 23 '24	Buy	29.93	135,072	4,043,286	2,147,931	Feb 27 07:55 PM
Gupta Ravi	Director	Feb 26 '24	Buy	29.96	2,400	71,894	2,150,331	Feb 27 07:55 PM
SC US (TTGP), LTD.	10% Owner	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:06 PM
SC US (TTGP), LTD.	10% Owner	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:04 PM
SC US (TTGP), LTD.	10% Owner	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:04 PM
SC US (TTGP), LTD.	10% Owner	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:04 PM
Gupta Ravi	Director	Feb 20 '24	Buy	27.90	1,036,683	28,924,355	1,036,683	Feb 22 08:04 PM
Gupta Ravi	Director	Feb 21 '24	Buy	28.83	545,229	15,716,712	1,581,912	Feb 22 08:04 PM
Gupta Ravi	Director	Feb 22 '24	Buy	29.69	438,361	13,014,643	2,012,859	Feb 22 08:04 PM
JORDAN JEFFREY D	Director	Feb 15 '24	Sale	26.01	760,479	19,776,953	0	Feb 16 06:06 PM
GCM Grosvenor Inc.	See Explanation of Responses	Sep 21 '23	Buy	30.00	60,000	1,800,000	60,000	Sep 25 07:59 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 21 '23	Buy	30.00	60,000	1,800,000	60,000	Sep 25 07:57 PM
D1 Capital Partners L.P.	Director	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	37,841,935	Sep 25 07:43 PM
Mehta Apoorva	10% Owner	Sep 21 '23	Sale	30.00	700,000	21,000,000	23,409,751	Sep 25 07:03 PM
SC US (TTGP), LTD.	10% Owner	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	1,000,000	Sep 22 09:27 PM
SC US (TTGP), LTD.	10% Owner	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	1,000,000	Sep 22 09:27 PM
SC US (TTGP), LTD.	10% Owner	Sep 21 '23	Buy	30.00	1,000,000	30,000,000	1,000,000	Sep 22 09:26 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 19 '23	Buy	30.00	6,327	189,810	6,327	Sep 21 09:21 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 19 '23	Sale	34.83	6,256	217,904	71	Sep 21 09:21 PM
Grosvenor Capital Management,	See Explanation of Responses	Sep 20 '23	Sale	32.05	71	2,276	0	Sep 21 09:21 PM

Open in Screener

ACN

Accenture plc

Sep 06 • 04:00PM ET

339.84

Dollar change -1.09
Percentage change -0.32	%

Technology • Information Technology Services • Ireland • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV XLK VGT VIG VUG VTV QUAL

Index	S&P 500	P/E	31.11	EPS (ttm)	10.92	Insider Own	0.25%	Shs Outstand	628.27M	Perf Week	-0.11%
Market Cap	212.87B	Forward P/E	26.66	EPS next Y	12.75	Insider Trans	-4.42%	Shs Float	624.82M	Perf Month	6.86%
Income	6.95B	PEG	4.34	EPS next Q	2.76	Inst Own	78.75%	Short Float	1.06%	Perf Quarter	16.49%
Sales	64.48B	P/S	3.30	EPS this Y	2.37%	Inst Trans	1.23%	Short Ratio	2.15	Perf Half Y	-12.17%
Book/sh	44.28	P/B	7.68	EPS next Y	6.70%	ROA	13.34%	Short Interest	6.61M	Perf Year	4.15%
Cash/sh	8.85	P/C	38.41	EPS next 5Y	7.17%	ROE	26.20%	52W Range	278.69 - 387.51	Perf YTD	-3.15%
Dividend Est.	5.12 (1.51%)	P/FCF	24.56	EPS past 5Y	11.18%	ROI	23.14%	52W High	-12.30%	Beta	1.23
Dividend TTM	5.16 (1.52%)	Quick Ratio	1.16	Sales past 5Y	10.64%	Gross Margin	32.62%	52W Low	21.94%	ATR (14)	5.73
Dividend Ex-Date	Jul 11, 2024	Current Ratio	1.16	EPS Y/Y TTM	-2.56%	Oper. Margin	15.48%	RSI (14)	62.63	Volatility	1.61% 1.45%
Employees	733000	Debt/Eq	0.17	Sales Y/Y TTM	1.46%	Profit Margin	10.78%	Recom	1.93	Target Price	345.62
Option/Short	Yes / Yes	LT Debt/Eq	0.08	EPS Q/Q	-3.40%	Payout	41.59%	Rel Volume	0.52	Prev Close	340.93
Sales Surprise	-0.46%	EPS Surprise	-0.86%	Sales Q/Q	-0.59%	Earnings	Sep 26 BMO	Avg Volume	3.07M	Price	339.84
SMA20	2.71%	SMA50	5.51%	SMA200	2.08%	Trades		Volume	1,612,247	Change	-0.32%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-19-24	Upgrade	UBS	Neutral → Buy	$400
Jun-26-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$382 → $300
Jun-24-24	Initiated	Goldman	Neutral	$335
May-15-24	Downgrade	Deutsche Bank	Buy → Hold	$409 → $295
Mar-21-24	Downgrade	Susquehanna	Positive → Neutral	$400 → $360
Mar-19-24	Initiated	Guggenheim	Buy	$425
Jan-30-24	Initiated	Mizuho	Buy	$426
Jan-17-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$440
Nov-16-23	Initiated	Redburn Atlantic	Buy	$410
Nov-07-23	Initiated	UBS	Neutral	$333
Jun-23-23	Downgrade	TD Cowen	Outperform → Market Perform	$325 → $300
Jun-15-23	Upgrade	Piper Sandler	Underweight → Neutral	$250 → $316
Apr-05-23	Upgrade	Edward Jones	Hold → Buy
Jan-30-23	Initiated	Wells Fargo	Equal Weight	$289
Dec-12-22	Downgrade	Piper Sandler	Neutral → Underweight	$268
Jun-29-22	Downgrade	Exane BNP Paribas	Outperform → Neutral	$320
Jan-10-22	Initiated	Goldman	Neutral	$446
Dec-17-21	Reiterated	Wolfe Research	Peer Perform	$380 → $420
Dec-17-21	Reiterated	UBS	Neutral	$340 → $397
Dec-17-21	Reiterated	Deutsche Bank	Buy	$395 → $440

Show Previous Ratings

Sep-05-24 09:00AM	Investors Heavily Search Accenture PLC (ACN): Here is What You Need to Know (Zacks)
03:29AM	Unilever and Accenture Join Forces to Establish a New Industry Standard in Generative AI-Powered Productivity (Business Wire)
Sep-04-24 08:00AM	Navigating Market Uncertainty: Intrinsic Value of Accenture PLC (GuruFocus.com)
Sep-03-24 05:50PM	Accenture (ACN) Stock Moves -0.02%: What You Should Know (Zacks)
Sep-02-24 03:55PM	10 Best Augmented Reality Stocks To Buy Now (Insider Monkey)
12:35PM	Loading…
12:35PM	Women business leaders have double the tech experience of men (Verdict)
Aug-31-24 11:52AM	Meta Platforms, Inc. (META): This AI Stock Is Trending Right Now (Insider Monkey)
Aug-29-24 06:08PM	Google Cloud CEO and Accenture CEO talk investments in generative AI and cybersecurity (CNBC TV)
10:30AM	Accenture Appoints Arundhati Chakraborty as Group Chief Executive of Accenture Operations; Yusuf Tayob named Global Communications, Media & Technology Industry Practices Chair (Business Wire)
08:59AM	Accenture and Google Cloud Advance AI Adoption and Cybersecurity with Fortune 500 Companies (Business Wire)
08:06AM	Rayners right to switch off is exact opposite of flexibility (The Telegraph)
08:06AM	Graduate recruiter attacks Rayners right to switch off policy in LinkedIn rant (The Telegraph)
Aug-28-24 09:00AM	Accenture Federal Services Wins $75 Million U.S. Patent and Trademark Office Contract (Business Wire)
04:35AM	Accenture to acquire healthcare management consultancy consus.health (Hospital Management)
Aug-27-24 04:44PM	20 Most Business Friendly States in the US (Insider Monkey)
11:10AM	Loading…
11:10AM	TIAA announces strategic partnership with Accenture to accelerate transformation of its retirement recordkeeping (PR Newswire)
02:51AM	Accenture to Acquire consus.health, Expanding its Healthcare Consulting Capabilities in Germany (Business Wire)
Aug-26-24 05:50PM	Why the Market Dipped But Accenture (ACN) Gained Today (Zacks)
12:52PM	30 Highest Paying Jobs in the World in 2024 (Insider Monkey)
Aug-22-24 09:00AM	Here is What to Know Beyond Why Accenture PLC (ACN) is a Trending Stock (Zacks)
08:59AM	Accenture and AWS Collaborate to Help Organizations Scale Adoption of AI Responsibly (Business Wire)
08:37AM	Is Accenture Plc (ACN) the Best Big Data Stock To Buy Now? (Insider Monkey)
Aug-21-24 08:00AM	Beyond Market Price: Uncovering Accenture PLC's Intrinsic Value (GuruFocus.com)
Aug-20-24 05:50PM	Accenture (ACN) Ascends While Market Falls: Some Facts to Note (Zacks)
06:33AM	Accenture invests in Earli to advance early cancer detection tech (Pharmaceutical Technology)
04:35AM	Accenture invests in Earli to enhance early cancer detection tech (Verdict)
Aug-19-24 07:59AM	Accenture Invests in Earli Inc. to Advance Technologies for Early Cancer Detection (Business Wire)
Aug-16-24 05:34PM	Cops Vow to Avert Risk of Havoc From DNC Protesters Converging in Chicago (Bloomberg)
11:36AM	Here's Why You Should Retain Accenture (ACN) Stock for Now (Zacks)
Aug-15-24 09:30AM	Accenture (ACN) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
05:50PM	Loading…
Aug-14-24 05:50PM	Accenture (ACN) Advances But Underperforms Market: Key Facts (Zacks)
Aug-12-24 09:06AM	Heres Why Baron FinTech Fund Trimmed Accenture plc (ACN) (Insider Monkey)
Aug-08-24 05:50PM	Accenture (ACN) Stock Falls Amid Market Uptick: What Investors Need to Know (Zacks)
Aug-07-24 09:00AM	Is Trending Stock Accenture PLC (ACN) a Buy Now? (Zacks)
08:00AM	The Art of Valuation: Discovering Accenture PLC's Intrinsic Value (GuruFocus.com)
Aug-06-24 08:00AM	A major finance firm is requiring its 35,000 employees to take a generative AI bootcamp (Quartz)
07:59AM	S&P Global and Accenture Partner to Enable Customers and Employees to Harness the Full Potential of Generative AI (Business Wire)
Aug-05-24 09:30PM	Fujitsu Struggles to Find Workers to Expand in IT Consultancy (Bloomberg)
09:51AM	Is Accenture Plc (NYSE:ACN) the Best AI Stock to Buy Amid Global Selloff? (Insider Monkey)
Aug-02-24 05:50PM	Accenture (ACN) Stock Moves -1.5%: What You Should Know (Zacks)
06:49AM	Accenture Acquires BOSLAN to Help Clients Optimize Investments in Net-Zero Infrastructure (Business Wire)
Jul-31-24 01:00AM	Why Is Accenture plc (ACN) the Best Consulting Stock To Buy Now? (Insider Monkey)
Jul-30-24 02:37PM	Cloudflare, Inc. (NET): The Best Cybersecurity Stock to Buy According to Hedge Funds? (Insider Monkey)
11:49AM	$177 million fund manager picks three blue chip stocks (TheStreet)
08:19AM	The CHRO of Accenture is leaving after 36 years. These are the 3 massive shifts shes seen in her time in HR (Fortune)
07:59AM	Accenture and SandboxAQ Expand Partnership to Help Organizations Strengthen Data Encryption Today and Protect Against Future Threats (Business Wire)
07:00AM	Exit Interview: Accentures outgoing CHRO explains the three massive shifts shes seen in her 36 year careerand what the future holds for people leaders (Fortune)
Jul-27-24 08:17AM	Accenture plc (ACN): A Good Edge Computing Stock to Buy Now? (Insider Monkey)
Jul-26-24 10:05AM	Accenture Plc (ACN): Hedge Funds Are Bullish on This Information Technology Services Stock Right Now (Insider Monkey)
Jul-25-24 09:00AM	Insider Sale: Ellyn Shook Sells 5,000 Shares of Accenture PLC (ACN) (GuruFocus.com)
09:00AM	Accenture PLC (ACN) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Jul-24-24 08:00AM	Unlocking Intrinsic Value: Analysis of Accenture PLC (GuruFocus.com)
05:26AM	Aristotle Atlantics Core Equity Composite Sold Accenture plc (ACN) Due to Limited Upside (Insider Monkey)
Jul-23-24 11:15AM	Accenture Pioneers Custom Llama LLM Models with NVIDIA AI Foundry (Business Wire)
07:59AM	A Science-Backed Approach to Change Can Double the Success of Transformation Efforts, New Accenture Report Finds (Business Wire)
05:55AM	Accenture to acquire Camelot Management Consultants (Verdict)
Jul-22-24 07:09PM	Analyst Report: Accenture plc (Morningstar Research)
08:16AM	Accenture to Acquire Camelot Management Consultants to Expand SAP and Supply Chain Capabilities (Business Wire)
03:56AM	Heres How Accenture plc (ACN) Performed in Q2 (Insider Monkey)
Jul-21-24 12:29AM	5 big analyst AI moves: Apple upgraded, QCOM cut to Hold amid lack of catalysts (Investing.com)
Jul-19-24 01:41PM	How Logics Acquisition by Accenture Will Help Retailers Boost Sales (WWD)
09:36AM	Arm and Accenture upgraded: Wall Street's top analyst calls (The Fly)
Jul-18-24 06:45AM	3 Growth Stocks to Buy and Hold Forever (Motley Fool)
Jul-17-24 07:59AM	New Research from Accenture Finds that Digital Core Investments Accelerate Reinvention and Innovation, Delivering up to 60% Higher Revenue Growth Rates and 40% Boost in Profit (Business Wire)
06:57AM	Accenture acquires Logic to boost retail tech transformation capabilities (Retail Insight Network)
05:15AM	Accenture to acquire retail technology services company Logic (Verdict)
Jul-16-24 01:46PM	Trade Tracker: Amy Raskin trims Costco and sells Accenture (CNBC TV)
08:08AM	Accenture to Enhance Retail Technology Transformation Capabilities with the Acquisition of Logic (Business Wire)
02:58AM	Is Accenture plc (ACN) Facing Short-Term Turbulence? (Insider Monkey)
Jul-15-24 11:09PM	Insider Sale: CFO Kathleen Mcclure Sells 3,000 Shares of Accenture PLC (ACN) (GuruFocus.com)
11:09PM	Insider Sale: CEO Julie Sweet Sells 3,776 Shares of Accenture PLC (ACN) (GuruFocus.com)
Jul-12-24 09:30AM	Wall Street Analysts See Accenture (ACN) as a Buy: Should You Invest? (Zacks)
Jul-11-24 09:00AM	Accenture PLC (ACN) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
03:35AM	Automated HR systems make employers and employees miss out (Verdict)
Jul-10-24 06:29PM	Why Accenture Stock Lagged the Market Today (Motley Fool)
07:52AM	Accenture Acquires Cientra to Expand Silicon Design Capabilities (Business Wire)
Jul-09-24 12:09PM	Accenture Acquires True North Solutions to Help Clients Produce Energy More Safely and Efficiently (Business Wire)
04:35AM	Accenture acquires Excelmax Technologies (Verdict)
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Accenture is a global professional services company that helps the world's businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The company combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. Accenture operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1951 and is headquartered in Dublin, Ireland.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shook Ellyn	Chief Leadership & HR Officer	Jul 23 '24	Sale	329.82	5,000	1,649,122	8,989	Jul 24 04:13 PM
Unruch Joel	General Counsel/Corp Secretary	Jul 22 '24	Sale	331.05	8,145	2,696,423	22,849	Jul 23 04:23 PM
McClure Kathleen R	Chief Financial Officer	Jul 15 '24	Sale	315.00	1,500	472,500	38,570	Jul 15 09:10 PM
McClure Kathleen R	Chief Financial Officer	Jul 12 '24	Sale	309.22	3,000	927,674	40,070	Jul 15 04:14 PM
Sweet Julie Spellman	Chair and CEO	Jul 12 '24	Sale	309.05	3,776	1,166,967	11,819	Jul 15 04:14 PM
Ollagnier Jean-Marc	CEO EMEA	Jul 12 '24	Sale	309.10	6,250	1,931,870	155,331	Jul 15 04:14 PM
Framil Leonardo	CEO-Growth Markets	Jul 12 '24	Sale	306.88	4,000	1,227,528	34,549	Jul 15 04:13 PM
PELISSON Gilles	Director	May 13 '24	Sale	308.02	7,288	2,244,878	0	May 14 04:13 PM
Shook Ellyn	Chief Leadership & HR Officer	Apr 25 '24	Sale	307.22	5,000	1,536,112	13,699	Apr 26 09:06 AM
Unruch Joel	General Counsel/Corp Secretary	Apr 19 '24	Sale	316.12	4,333	1,369,733	30,702	Apr 22 04:25 PM
McClure Kathleen R	Chief Financial Officer	Apr 12 '24	Sale	316.00	4,500	1,422,008	42,781	Apr 16 04:12 PM
Ollagnier Jean-Marc	CEO EMEA	Apr 12 '24	Sale	315.91	6,250	1,974,432	161,581	Apr 16 04:11 PM
Sweet Julie Spellman	Chair and CEO	Apr 12 '24	Sale	315.93	3,801	1,200,855	15,178	Apr 16 04:11 PM
Sharma Manish	CEO-North America	Apr 12 '24	Sale	315.93	1,501	474,213	3,122	Apr 16 04:11 PM
Walsh John F	Chief Operating Officer	Mar 25 '24	Sale	332.13	8,000	2,657,034	17,877	Mar 26 04:09 PM
McClure Kathleen R	Chief Financial Officer	Feb 05 '24	Sale	370.32	2,070	766,555	47,110	Feb 06 04:24 PM
Sharma Manish	CEO-North America	Feb 05 '24	Sale	370.39	1,486	550,392	4,503	Feb 06 04:24 PM
Sweet Julie Spellman	Chair and CEO	Feb 05 '24	Sale	370.35	7,361	2,726,126	18,713	Feb 06 04:22 PM
McClure Kathleen R	Chief Financial Officer	Jan 29 '24	Sale	371.77	851	316,377	50,737	Jan 30 09:22 AM
Burgum Melissa A	Chief Accounting Officer	Jan 26 '24	Sale	371.80	3,010	1,119,111	9,193	Jan 29 04:41 PM
Shook Ellyn	Chief Leadership & HR Officer	Jan 26 '24	Sale	371.81	5,000	1,859,069	20,316	Jan 29 04:40 PM
Unruch Joel	General Counsel/Corp Secretary	Jan 26 '24	Sale	371.83	4,333	1,611,142	34,795	Jan 29 04:40 PM
Ollagnier Jean-Marc	CEO EMEA	Jan 19 '24	Sale	362.77	6,250	2,267,302	167,831	Jan 22 04:15 PM
Sharma Manish	CEO-North America	Jan 19 '24	Sale	362.83	1,449	525,747	6,921	Jan 22 04:15 PM
Sweet Julie Spellman	Chair and CEO	Jan 19 '24	Sale	362.79	5,371	1,948,545	32,847	Jan 22 04:14 PM
Ardila Jaime	Director	Dec 27 '23	Sale	353.18	3,000	1,059,542	11,392	Dec 28 05:14 PM
Price Paula A	Director	Dec 21 '23	Sale	345.36	551	190,291	6,583	Dec 26 04:06 PM
Sweet Julie Spellman	Chair and CEO	Nov 10 '23	Sale	317.59	4,432	1,407,539	22,522	Nov 13 04:11 PM
Sweet Julie Spellman	Chair and CEO	Nov 03 '23	Sale	314.68	9,000	2,832,124	26,830	Nov 06 04:14 PM
Unruch Joel	General Counsel/Corp Secretary	Nov 01 '23	Sale	300.00	1,083	324,900	35,526	Nov 02 04:21 PM
Sweet Julie Spellman	Chair and CEO	Oct 30 '23	Sale	291.41	9,000	2,622,717	35,830	Oct 31 04:10 PM
Sharma Manish	CEO-North America	Oct 30 '23	Sale	291.41	4,478	1,304,939	3,534	Oct 31 04:09 PM
Walsh John F	Chief Operating Officer	Oct 24 '23	Sale	295.60	2,500	738,988	21,885	Oct 25 04:10 PM
Unruch Joel	General Counsel/Corp Secretary	Oct 23 '23	Sale	297.00	3,251	965,561	36,609	Oct 24 04:16 PM
Shook Ellyn	Chief Leadership & HR Officer	Oct 20 '23	Sale	298.48	5,250	1,567,014	20,265	Oct 23 04:17 PM
Ollagnier Jean-Marc	CEO EMEA	Oct 13 '23	Sale	302.04	6,250	1,887,757	161,622	Oct 16 07:20 PM

Open in Screener

SEZL

Sezzle Inc.

Sep 06 • 04:00PM ET

126.67

Dollar change -11.56
Percentage change -8.36	%

Financial • Credit Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IWM VTI VXF IWO FDM ITOT VTWO IWC VFMO PSC

Index	RUT	P/E	18.06	EPS (ttm)	7.02	Insider Own	45.45%	Shs Outstand	5.70M	Perf Week	-5.08%
Market Cap	709.35M	Forward P/E	18.82	EPS next Y	6.73	Insider Trans	-12.57%	Shs Float	3.05M	Perf Month	60.71%
Income	41.94M	PEG	-	EPS next Q	0.89	Inst Own	14.03%	Short Float	7.60%	Perf Quarter	35.48%
Sales	192.69M	P/S	3.68	EPS this Y	-	Inst Trans	-	Short Ratio	2.23	Perf Half Y	93.33%
Book/sh	9.00	P/B	14.07	EPS next Y	-	ROA	22.83%	Short Interest	0.23M	Perf Year	-
Cash/sh	11.32	P/C	11.19	EPS next 5Y	-	ROE	126.01%	52W Range	7.15 - 140.36	Perf YTD	517.30%
Dividend Est.	-	P/FCF	117.83	EPS past 5Y	-	ROI	34.94%	52W High	-9.75%	Beta	8.62
Dividend TTM	-	Quick Ratio	2.07	Sales past 5Y	254.36%	Gross Margin	51.73%	52W Low	1671.61%	ATR (14)	9.42
Dividend Ex-Date	-	Current Ratio	2.07	EPS Y/Y TTM	3031.67%	Oper. Margin	22.60%	RSI (14)	55.86	Volatility	7.17% 9.26%
Employees	278	Debt/Eq	1.39	Sales Y/Y TTM	39.33%	Profit Margin	21.77%	Recom	1.00	Target Price	156.50
Option/Short	No / Yes	LT Debt/Eq	1.39	EPS Q/Q	2346.80%	Payout	0.00%	Rel Volume	0.88	Prev Close	138.23
Sales Surprise	29.18%	EPS Surprise	159.88%	Sales Q/Q	60.20%	Earnings	Aug 07 AMC	Avg Volume	103.93K	Price	126.67
SMA20	-0.10%	SMA50	24.63%	SMA200	104.41%	Trades		Volume	91,605	Change	-8.36%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-09-24	Initiated	Northland Capital	Outperform	$119
Jun-26-24	Initiated	B. Riley Securities	Buy	$113

Aug-20-24 07:19PM	Insider Sale: COO Amin Sabzivand Sells 1,500 Shares of Sezzle Inc (SEZL) (GuruFocus.com)
Aug-19-24 07:02PM	Insider Sale: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com)
Aug-12-24 07:01PM	Insider Selling: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com) +6.85%
07:59AM	Timberwolves Name Sezzle Official Jersey Patch Partner (GlobeNewswire)
Aug-07-24 03:59PM	Sezzle Reports Second Quarter 2024 Results (GlobeNewswire)
04:15PM	Loading…
Jul-25-24 04:15PM	Sezzle to Announce Second Quarter 2024 Results (GlobeNewswire)
Jul-16-24 08:04AM	Sezzle Opens Doors for Spanish Speakers: 40 Million US Consumers Gain Access to BNPL (GlobeNewswire) +6.65%
Jul-15-24 07:01PM	Executive Director & President Paul Paradis Sells 1,645 Shares of Sezzle Inc (SEZL) (GuruFocus.com)
01:29PM	3 Small-Cap Stocks That Can Deliver Big Gains by 2026 (InvestorPlace)
Jul-11-24 09:43AM	Bull Run Alert: 3 Stocks Set to Soar in the Coming Months (InvestorPlace)
Jul-10-24 08:04AM	Sezzle's BNPL Solution Now Available at Heritage Grocers Group Stores (GlobeNewswire) -13.92%
Jul-09-24 06:42AM	7 Bullish Stock Picks With the Potential to Turn $5K Into $50K (InvestorPlace) +6.76%
Jul-01-24 07:01PM	Insider Selling: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com)
Jun-27-24 08:04AM	Buy Now, Pay Later Sezzle Expands Payment Streaks Program to Canadian Users (GlobeNewswire) +7.23%
Jun-24-24 07:00PM	Insider Selling: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com)
06:10AM	Loading…
Jun-21-24 06:10AM	3 Low-Key Stocks With High-Key Potential (InvestorPlace) -5.04%
Jun-20-24 08:18AM	Sezzle Authorizes New $15 Million Stock Repurchase Program (GlobeNewswire)
Jun-17-24 07:01PM	Insider Sale: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com)
Jun-12-24 06:15AM	3 Stocks With the Best Shot to 10X by 2030: June Edition (InvestorPlace)
Jun-11-24 10:46AM	3 Stocks Predicted to Double Your Investment by 2026 (InvestorPlace) -8.82%
Jun-10-24 07:01PM	Insider Sale: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com) -7.74%
Jun-07-24 07:02AM	Sezzle Announces Resignation of Paul Purcell from its Board of Directors and Postpones Annual Meeting of Stockholders (GlobeNewswire) -8.40%
Jun-04-24 02:09PM	Sezzle Set to Join Russell 3000 Index (GlobeNewswire)
Jun-03-24 09:04AM	Sezzle and Vallarta Supermarkets Partner to Meet Rising Demand for Buy Now, Pay Later Grocery Options (GlobeNewswire)
Jun-01-24 07:15AM	Growth Gems Hiding in Plain Sight: 3 Overlooked Stocks Ready to Rocket (InvestorPlace)
May-26-24 04:27AM	SEZL Stock Earnings: Sezzle Reported Results for Q1 2024 (InvestorPlace)
May-22-24 12:41PM	The 2030 Millionaire's Club: 3 Growth Stocks to Buy Now (InvestorPlace) -11.26%
06:56AM	The 3-Year Double: 3 Stocks Poised to Deliver 100% Returns (InvestorPlace)
May-17-24 10:11AM	Bastion Management Closes $150 Million Facility with Sezzle (PR Newswire)
May-13-24 07:02PM	Insider Sale: Executive Director & President Paul Paradis Sells Shares of Sezzle Inc (SEZL) (GuruFocus.com) -6.74% -9.60%
11:36AM	Loading…
11:36AM	Sezzle Inc. (NASDAQ:SEZL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 02:56PM	Sezzle Inc. (SEZL) Reports Record First-Quarter 2024 Results with Strong Net Income Growth (GuruFocus.com) +6.55%
May-09-24 08:00AM	Why Is Sezzle (SEZL) Stock Up 43% Today? (InvestorPlace) +75.66%
07:29AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday (InvestorPlace)
May-08-24 04:21PM	Sezzle Reports First-Quarter 2024 Results (GlobeNewswire)
May-01-24 09:00AM	Sezzle BNPL Encourages Financial Responsibility by Gamifying On-Time Payments (GlobeNewswire)
Apr-30-24 06:35AM	3 Hidden-Gem Stocks That Could Mint You Millions (InvestorPlace) -7.37%
Apr-22-24 08:00AM	Lowers Interest Costs and Upsizes Availability with New Credit Facility (GlobeNewswire) -11.78%
Apr-16-24 04:23PM	Sezzle to Participate in Upcoming Investor Conferences (GlobeNewswire) -7.70% +6.93%
Apr-09-24 04:15PM	Sezzle to Announce First Quarter 2024 Results (GlobeNewswire) -5.22%
Mar-26-24 09:04AM	Sezzle Claims Spot as the Most Popular BNPL in Canada (GlobeNewswire) +9.78%
Feb-26-24 04:12PM	Sezzle Fourth-Quarter and Fiscal Year 2023 Results (GlobeNewswire) +13.05% +20.00%
Feb-15-24 04:37PM	Sezzle to Announce Fourth Quarter and Fiscal Year 2023 Results (GlobeNewswire)
Dec-22-23 09:02AM	Sezzle Board of Directors Authorizes US$5 Million Stock Repurchase Program (GlobeNewswire) +39.73%
Nov-20-23 11:32AM	UPDATE: Sezzle Announces Partnership with Leading Outdoor Retailer Sportsman's Warehouse (GlobeNewswire)
Nov-16-23 08:25AM	Sezzle Unveils Adventure Now, Pay Later Service at Sportsman's Warehouse (GlobeNewswire)
Nov-01-23 06:10PM	Financial Services Roundup: Market Talk (The Wall Street Journal) +5.56%
Sep-19-23 06:46PM	Sezzle August Business Update (GlobeNewswire) +34.57% -17.30%
10:06AM	Sezzle and WooCommerce Expand Partnership to Provide Flexible Payment Options (GlobeNewswire)
Aug-18-23 09:13AM	Sezzle Inc. (GlobeNewswire)

Sezzle, Inc. engages in the operation of a payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie Youakim, Killian Brackey and Paul Paradis in 2016 and is headquartered in Minneapolis, MN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Purcell Paul Martin	Former Director	Sep 05 '24	Sale	135.51	5,712	774,059	160,708	Sep 06 04:29 PM
Purcell Paul Martin	Former Director	Sep 04 '24	Sale	132.40	10,926	1,446,617	166,420	Sep 06 04:26 PM
Purcell Paul Martin	Former Director	Sep 03 '24	Sale	130.98	6,512	852,911	177,346	Sep 04 02:56 PM
Paradis Paul	Executive Director & President	Aug 30 '24	Sale	133.68	3,290	439,805	173,112	Sep 03 04:04 PM
Purcell Paul Martin	Former Director	Aug 30 '24	Sale	134.22	10,000	1,342,201	183,858	Sep 03 11:21 AM
Purcell Paul Martin	Former Director	Aug 29 '24	Sale	134.77	5,749	774,797	193,858	Aug 30 06:05 PM
Paradis Paul	Officer	Aug 30 '24	Proposed Sale	133.68	3,290	439,805		Aug 30 04:28 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Aug 29 '24	Option Exercise	59.04	1,500	88,560	18,033	Aug 30 04:26 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Aug 29 '24	Sale	138.00	1,500	207,000	16,533	Aug 30 04:26 PM
Krause Justin	Affiliate	Aug 29 '24	Proposed Sale	129.97	1,500	194,955		Aug 29 04:15 PM
Purcell Paul Martin	Former Director	Aug 28 '24	Sale	130.42	3,808	496,629	199,607	Aug 29 10:37 AM
Purcell Paul Martin	Former Director	Aug 27 '24	Sale	129.73	5,000	648,630	203,415	Aug 28 10:08 AM
Purcell Paul Martin	Former Director	Aug 27 '24	Sale	120.97	323	39,073	208,415	Aug 28 10:02 AM
Paradis Paul	Executive Director & President	Aug 23 '24	Sale	128.90	3,290	424,068	176,402	Aug 27 05:16 PM
Purcell Paul Martin	Former Director	Aug 26 '24	Sale	127.12	500	63,562	208,738	Aug 27 10:26 AM
Purcell Paul Martin	Former Director	Aug 23 '24	Sale	129.43	8,731	1,130,071	209,238	Aug 26 09:19 AM
Purcell Paul Martin	Former Director	Aug 22 '24	Sale	132.16	2,196	290,222	217,969	Aug 26 09:16 AM
Purcell Paul Martin	Former Director	Aug 22 '24	Sale	132.16	2,196	290,222	217,969	Aug 23 07:08 PM
Paradis Paul	Officer	Aug 23 '24	Proposed Sale	127.31	3,290	418,850		Aug 23 01:51 PM
Purcell Paul Martin	Former Director	Aug 22 '24	Proposed Sale	130.49	90,000	11,744,100		Aug 22 04:25 PM
Purcell Paul Martin	Former Director	Aug 21 '24	Sale	133.42	15,000	2,001,244	220,165	Aug 22 01:06 PM
Purcell Paul Martin	Former Director	Aug 20 '24	Sale	131.27	889	116,696	235,165	Aug 21 11:13 AM
Sabzivand Amin	Chief Operating Officer	Aug 19 '24	Sale	129.96	1,500	194,939	53,248	Aug 20 04:02 PM
Purcell Paul Martin	Former Director	Aug 19 '24	Sale	127.51	19,187	2,446,509	236,054	Aug 20 10:35 AM
Paradis Paul	Executive Director & President	Aug 16 '24	Sale	122.97	3,290	404,563	179,692	Aug 19 04:17 PM
Sabzivand Amin	Officer	Aug 19 '24	Proposed Sale	123.82	1,500	185,730		Aug 19 04:07 PM
Purcell Paul Martin	Former Director	Aug 16 '24	Sale	124.43	1,556	193,619	255,241	Aug 19 10:08 AM
Paradis Paul	Officer	Aug 16 '24	Proposed Sale	122.97	3,290	404,563		Aug 16 04:23 PM
Purcell Paul Martin	Former Director	Aug 15 '24	Sale	123.48	5,000	617,397	256,797	Aug 16 09:10 AM
Purcell Paul Martin	Former Director	Aug 14 '24	Sale	126.05	800	100,842	261,797	Aug 15 01:02 PM
Purcell Paul Martin	Former Director	Aug 13 '24	Sale	125.39	7,119	892,659	262,597	Aug 14 09:52 AM
Purcell Paul Martin	Former Director	Aug 13 '24	Proposed Sale	118.36	61,301	7,255,586		Aug 13 04:42 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Aug 12 '24	Option Exercise	59.04	1,461	86,257	17,994	Aug 13 04:12 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Aug 12 '24	Sale	118.43	1,461	173,033	16,533	Aug 13 04:12 PM
Purcell Paul Martin	Former Director	Aug 12 '24	Sale	121.61	29,924	3,638,980	269,716	Aug 13 09:13 AM
Paradis Paul	Executive Director & President	Aug 09 '24	Sale	103.27	3,290	339,769	182,982	Aug 12 04:12 PM
Krause Justin	Affiliate	Aug 12 '24	Proposed Sale	114.78	1,461	167,696		Aug 12 04:03 PM
Purcell Paul Martin	Former Director	Aug 09 '24	Sale	111.54	15,000	1,673,064	299,640	Aug 09 07:45 PM
Purcell Paul Martin	Former Director	Aug 08 '24	Sale	100.95	30,010	3,029,506	314,640	Aug 09 07:42 PM
Paradis Paul	Executive Director & President	Aug 08 '24	Sale	102.89	1,645	169,259	186,272	Aug 09 04:14 PM
Paradis Paul	Officer	Aug 09 '24	Proposed Sale	104.00	3,290	342,160		Aug 09 02:24 PM
Purcell Paul Martin	Former Director	Aug 08 '24	Proposed Sale	78.82	50,000	3,941,000		Aug 08 05:18 PM
Paradis Paul	Officer	Aug 08 '24	Proposed Sale	102.89	1,645	169,259		Aug 08 04:06 PM
Paradis Paul	Executive Director & President	Aug 02 '24	Sale	75.03	1,645	123,432	187,917	Aug 06 04:02 PM
Paradis Paul	Officer	Aug 02 '24	Proposed Sale	76.95	1,645	126,583		Aug 02 11:07 AM
Purcell Paul Martin	Former Director	Jul 31 '24	Sale	85.69	5,000	428,458	344,650	Aug 01 11:03 AM
Purcell Paul Martin	Former Director	Jul 29 '24	Sale	86.98	508	44,188	349,650	Jul 30 09:29 AM
Paradis Paul	Executive Director & President	Jul 26 '24	Sale	84.17	1,645	138,457	189,562	Jul 29 04:06 PM
Purcell Paul Martin	Former Director	Jul 26 '24	Sale	85.61	555	47,512	350,158	Jul 29 10:16 AM
Paradis Paul	Officer	Jul 26 '24	Proposed Sale	84.17	1,645	138,457		Jul 26 04:17 PM
Purcell Paul Martin	Former Director	Jul 23 '24	Sale	87.53	1,138	99,604	350,713	Jul 24 10:09 AM
Purcell Paul Martin	Former Director	Jul 22 '24	Sale	85.58	1,930	165,178	351,851	Jul 23 04:49 PM
Paradis Paul	Executive Director & President	Jul 19 '24	Sale	84.94	1,645	139,733	191,207	Jul 22 04:02 PM
Purcell Paul Martin	Former Director	Jul 17 '24	Sale	92.03	600	55,215	353,781	Jul 18 09:53 AM
Purcell Paul Martin	Former Director	Jul 16 '24	Sale	89.01	7,296	649,449	354,381	Jul 17 04:24 PM
Purcell Paul Martin	Former Director	Jul 15 '24	Sale	87.30	739	64,515	361,677	Jul 16 10:40 AM
Paradis Paul	Executive Director & President	Jul 12 '24	Sale	84.43	1,645	138,883	192,852	Jul 15 04:36 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Jul 09 '24	Option Exercise	1.90	1,619	3,076	18,152	Jul 10 04:58 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Jul 09 '24	Sale	98.00	1,619	158,662	16,533	Jul 10 04:58 PM
Purcell Paul Martin	Former Director	Jul 09 '24	Sale	95.46	16,141	1,540,776	362,416	Jul 10 10:23 AM
Purcell Paul Martin	Former Director	Jul 08 '24	Sale	90.17	1,890	170,430	378,557	Jul 09 09:46 AM
Paradis Paul	Executive Director & President	Jul 05 '24	Sale	89.84	1,645	147,795	194,497	Jul 08 04:02 PM
Purcell Paul Martin	Former Director	Jul 03 '24	Sale	89.61	12,100	1,084,230	380,447	Jul 05 10:02 AM
Purcell Paul Martin	Former Director	Jul 02 '24	Sale	87.68	3,626	317,924	392,547	Jul 03 10:37 AM
Purcell Paul Martin	Former Director	Jul 01 '24	Sale	89.19	4,000	356,768	396,173	Jul 02 10:24 AM
Paradis Paul	Executive Director & President	Jun 28 '24	Sale	87.48	1,645	143,909	196,746	Jul 01 04:13 PM
Purcell Paul Martin	Former Director	Jun 28 '24	Sale	88.21	14,700	1,296,684	400,173	Jul 01 10:50 AM
Purcell Paul Martin	Former Director	Jun 27 '24	Sale	86.31	23,737	2,048,840	414,873	Jun 28 10:31 AM
Purcell Paul Martin	Former Director	Jun 26 '24	Sale	83.04	401	33,299	438,610	Jun 27 02:20 PM
Purcell Paul Martin	Former Director	Jun 25 '24	Sale	82.50	8,654	713,914	439,011	Jun 26 02:31 PM
Paradis Paul	Executive Director & President	Jun 21 '24	Sale	79.93	1,645	131,482	198,391	Jun 24 04:42 PM
Krause Justin	SVP FINANCE AND CONTROLLER	Jun 24 '24	Sale	80.04	2,000	160,080	14,658	Jun 24 04:42 PM
Purcell Paul Martin	Former Director	Jun 21 '24	Sale	83.35	2,022	168,534	447,665	Jun 24 11:34 AM
Purcell Paul Martin	Former Director	Jun 20 '24	Sale	85.16	10,000	851,579	449,687	Jun 21 10:08 AM
Purcell Paul Martin	Former Director	Jun 18 '24	Sale	83.61	1,074	89,796	459,687	Jun 20 11:16 AM
Purcell Paul Martin	Former Director	Jun 17 '24	Sale	82.19	3,955	325,079	460,761	Jun 18 02:00 PM
Paradis Paul	Executive Director & President	Jun 14 '24	Sale	79.69	1,645	131,088	200,036	Jun 17 04:01 PM
Paradis Paul	Executive Director & President	Jun 07 '24	Sale	86.96	1,645	143,048	201,681	Jun 10 04:20 PM
Paradis Paul	Executive Director & President	May 31 '24	Sale	78.56	1,645	129,230	203,326	Jun 03 04:01 PM
Paradis Paul	Executive Director & President	May 24 '24	Sale	67.86	1,645	111,638	204,971	May 29 04:16 PM
Paradis Paul	Executive Director & President	May 17 '24	Sale	66.65	1,645	109,633	206,616	May 21 04:21 PM
Paradis Paul	Executive Director & President	May 10 '24	Sale	80.66	1,645	132,683	208,261	May 13 04:24 PM
Paradis Paul	Executive Director & President	May 09 '24	Sale	77.36	1,470	113,725	209,906	May 10 04:16 PM
Paradis Paul	Executive Director & President	May 03 '24	Sale	52.03	175	9,105	211,376	May 06 07:28 PM
Paradis Paul	Executive Director & President	Apr 29 '24	Sale	60.05	75	4,504	211,551	May 01 04:08 PM
Paradis Paul	Executive Director & President	Apr 26 '24	Sale	58.47	335	19,588	211,626	Apr 29 05:16 PM
Paradis Paul	Executive Director & President	Apr 19 '24	Sale	56.04	175	9,807	211,961	Apr 22 04:49 PM
Paradis Paul	Executive Director & President	Apr 12 '24	Sale	67.85	1,645	111,621	212,136	Apr 15 04:45 PM
Paradis Paul	Executive Director & President	Apr 05 '24	Sale	67.66	1,645	111,293	213,781	Apr 08 04:29 PM
Paradis Paul	Executive Director & President	Apr 01 '24	Sale	71.90	1,645	118,281	206,029	Apr 03 05:53 PM
Sabzivand Amin	Chief Operating Officer	Mar 26 '24	Sale	81.15	2,000	162,300	30,435	Mar 27 05:10 PM
Paradis Paul	Executive Director & President	Mar 22 '24	Sale	72.62	1,645	119,465	207,674	Mar 26 03:16 PM
Paradis Paul	Executive Director & President	Mar 19 '24	Sale	61.82	1,470	90,868	209,319	Mar 20 04:46 PM
Paradis Paul	Executive Director & President	Mar 15 '24	Sale	55.55	175	9,721	210,789	Mar 18 05:03 PM
Paradis Paul	Executive Director & President	Mar 08 '24	Sale	63.34	1,645	104,196	210,964	Mar 11 04:40 PM
Paradis Paul	Executive Director & President	Mar 07 '24	Sale	63.25	1,470	92,973	212,609	Mar 08 04:18 PM
Paradis Paul	Executive Director & President	Mar 01 '24	Sale	45.02	175	7,878	214,079	Mar 04 04:31 PM
Sabzivand Amin	Chief Operating Officer	Feb 27 '24	Sale	58.00	1,400	81,200	32,532	Feb 28 04:24 PM
Paradis Paul	Executive Director & President	Feb 23 '24	Sale	41.91	175	7,335	214,254	Feb 26 04:15 PM
Sabzivand Amin	Chief Operating Officer	Feb 20 '24	Sale	58.00	100	5,800	33,932	Feb 20 04:39 PM

Open in Screener

NOTE

FiscalNote Holdings Inc

Sep 06 • 04:00PM ET

1.19

Dollar change -0.07
Percentage change -5.56	%

Technology • Information Technology Services • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

NOTE FiscalNote Holdings Inc daily Stock Chart

Held by: VTI IWM VXF IWO SCHA VTWO IWC VTWG SCHB RSSL

Index	RUT	P/E	-	EPS (ttm)	-0.25	Insider Own	21.26%	Shs Outstand	121.68M	Perf Week	-7.03%
Market Cap	165.97M	Forward P/E	-	EPS next Y	-0.24	Insider Trans	-1.07%	Shs Float	109.82M	Perf Month	-14.39%
Income	-27.38M	PEG	-	EPS next Q	-0.07	Inst Own	37.98%	Short Float	6.11%	Perf Quarter	4.39%
Sales	129.63M	P/S	1.28	EPS this Y	106.53%	Inst Trans	154.29%	Short Ratio	11.10	Perf Half Y	-42.23%
Book/sh	0.77	P/B	1.55	EPS next Y	-526.09%	ROA	-7.12%	Short Interest	6.71M	Perf Year	-39.59%
Cash/sh	0.28	P/C	4.32	EPS next 5Y	-	ROE	-27.30%	52W Range	0.65 - 2.57	Perf YTD	4.39%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-9.86%	52W High	-53.70%	Beta	0.42
Dividend TTM	-	Quick Ratio	0.96	Sales past 5Y	17.94%	Gross Margin	62.88%	52W Low	83.08%	ATR (14)	0.09
Dividend Ex-Date	-	Current Ratio	0.96	EPS Y/Y TTM	89.86%	Oper. Margin	-37.46%	RSI (14)	37.49	Volatility	6.50% 6.41%
Employees	680	Debt/Eq	1.63	Sales Y/Y TTM	3.80%	Profit Margin	-21.12%	Recom	1.50	Target Price	3.33
Option/Short	Yes / Yes	LT Debt/Eq	1.60	EPS Q/Q	58.86%	Payout	-	Rel Volume	0.52	Prev Close	1.26
Sales Surprise	0.44%	EPS Surprise	-23.29%	Sales Q/Q	-10.95%	Earnings	Aug 08 AMC	Avg Volume	604.82K	Price	1.19
SMA20	-7.47%	SMA50	-22.05%	SMA200	-13.04%	Trades		Volume	312,408	Change	-5.56%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-15-23	Downgrade	BTIG Research	Buy → Neutral
Jul-26-23	Initiated	B. Riley Securities	Buy	$5
Jun-21-23	Initiated	ROTH MKM	Buy	$4.75
Nov-14-22	Downgrade	DA Davidson	Buy → Neutral
Aug-30-22	Initiated	BTIG Research	Buy	$14

Aug-12-24 07:00AM	FiscalNote to Participate at Upcoming Investor Conferences (Business Wire) -6.11%
Aug-08-24 04:05PM	FiscalNote Reports Second Quarter 2024 Financial Results (Business Wire)
07:01AM	Empowered Systems and FiscalNote Announce Strategic Partnership to Expand and Enhance Third-Party Risk Management Solutions (Business Wire)
Aug-07-24 07:01AM	FiscalNote Extends Its Leadership in Securing New and Expanded Customer Agreements With Major Global Corporates in Regulated Industries (Business Wire)
Aug-06-24 07:01AM	FiscalNote Announces New AI-powered Enhancements for Fireside - the Industry-leading All-in-one Constituent Relationship Management SaaS Platform (Business Wire) +6.82%
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Aug-01-24 07:01AM	FiscalNote to Report Second Quarter 2024 Financial Results & Host Conference Call on August 8, 2024 (Business Wire) -5.23%
Jul-16-24 06:13PM	How Presidential Candidate Rhetoric Has Affected The 2024 Campaign (Business Wire) +7.45%
Jul-11-24 07:01AM	FiscalNote Announces Third Annual Corporate Sustainability Overview for FY2023 (Business Wire) +5.98%
Jun-27-24 03:52PM	How Stressed Will the Two Presidential Candidates Be During the First Debate of 2024? FiscalNotes Roll Call and StressLens to Decode the Human Element for both Joe Biden and Donald Trumps Debate Performances Tonight (Business Wire)
10:00AM	FiscalNote Showcases Its Next Stage of AI Leadership and Innovation During AI Product Day 2024 (Business Wire)
07:01AM	FiscalNote Continues Its Rollout of AI-Powered Copilots, Introducing Copilot for Policy (Business Wire)
Jun-25-24 10:06PM	Is FiscalNote Holdings, Inc. (NOTE) a Good AI Stock to Buy? (Insider Monkey)
07:10PM	10 Best Artificial Intelligence Stocks to Buy Under $10 (Insider Monkey)
Jun-13-24 10:16AM	FiscalNote to Showcase Its Next Stage of AI Leadership and Product Innovation at AI Product Day on Thursday, June 27 (Business Wire)
May-31-24 07:01AM	FiscalNote Releases Presentation Materials and Audio Recording of Interview Session With CEO Tim Hwang From 2024 Annual Shareholders Meeting (Business Wire)
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May-24-24 06:13AM	The Tech Investor's Treasure Map: 3 Lesser-Known Stocks Poised to Triple (InvestorPlace) -7.79%
May-20-24 07:01AM	FiscalNote Announces New Strategic Partnership With Creolytix, Integrating Its Dragonfly Offering With Creolytixs Platform (Business Wire)
May-13-24 11:18AM	FiscalNote Holdings, Inc. (NYSE:NOTE) Q1 2024 Earnings Call Transcript (Insider Monkey) +16.54%
May-09-24 11:54AM	NOTE Stock Earnings: FiscalNote Holdings Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace) +5.74%
07:01AM	FiscalNote Reports First Quarter 2024 Financial Results (Business Wire)
May-03-24 07:01AM	FiscalNote to Present at Upcoming Investor Conferences (Business Wire)
May-02-24 08:01AM	FiscalNote to Report First Quarter 2024 Financial Results on May 9 (Business Wire)
07:01AM	FiscalNote Launches AI Copilot to Navigate Geopolitical and Regulatory Risk, First in a Series of AI-Powered Copilots to Revolutionize the Legal, Regulatory, and Risk Industries (Business Wire)
May-01-24 07:01AM	FiscalNote Announces Expansion and Modernization of U.S. Presidential Election Coverage by Adding AI-Powered and Data Driven Analysis on Roll Call, the Award-Winning Journal of Record of Capitol Hill (Business Wire)
Apr-28-24 11:58AM	7 Penny Stocks to Buy on the Dip: April 2024 (InvestorPlace)
Apr-22-24 07:01AM	FiscalNote Launches StressLens, a Novel AI Agent to Provide Customers With New Tools to Decode the Human Element in Risk (Business Wire)
Apr-09-24 08:30AM	Runway Growth Finance Corp. Provides First Quarter 2024 Portfolio Update (GlobeNewswire)
Mar-20-24 04:15PM	Greenberg Traurig Represents FiscalNote in $95M Sale of Board.org to Executive Platforms (PR Newswire) -9.09%
Mar-14-24 08:22AM	FiscalNote Holdings, Inc. (NYSE:NOTE) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-12-24 08:25AM	FiscalNote Holdings, Inc. (NOTE) Reports Q4 Loss, Misses Revenue Estimates (Zacks) -20.69%
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07:05AM	FiscalNote Announces Fourth Quarter and Full Year 2023 Financial Results; Exceeds Adjusted EBITDA Expectations (Business Wire)
07:00AM	FiscalNote Announces Sale of Board.Org Community Engagement Platform for up to $103 Million in Total Consideration (Business Wire)
Mar-08-24 07:01AM	FiscalNote to Report Full Year and Fourth Quarter 2023 Financial Results on March 12 (Business Wire)
Mar-07-24 06:17AM	11 Best Artificial Intelligence Stocks Under $20 According To Hedge Funds (Insider Monkey)
Jan-17-24 07:01AM	FiscalNote to Present at the 26th Annual Needham Growth Conference (Business Wire)
Dec-11-23 07:00AM	FiscalNote Announces Strategic Commercial Partnership to Accelerate Companys Global AI Co-pilot Program (Business Wire) -9.77%
Nov-20-23 07:01AM	FiscalNote Announces Retention of Financial Advisor by the Special Committee of the Board of Directors (Business Wire) +29.98%
Nov-15-23 01:46PM	FiscalNote Holdings, Inc. (NYSE:NOTE) Q3 2023 Earnings Call Transcript (Insider Monkey) -8.43%
Nov-14-23 07:01AM	FiscalNote Announces Third Quarter 2023 Financial Results and Reaches Adjusted EBITDA Profitability (Business Wire) -32.16%
Nov-13-23 10:37AM	FiscalNote and True Digital Group Announce Partnership Using Risk Connector to Provide Banks with Third- and Fourth-Party Vendor Identification and Risk Monitoring (Business Wire)
Nov-08-23 07:01AM	Fiscalnote to Participate in Upcoming Investor Conferences (Business Wire)
Nov-06-23 09:48AM	FiscalNote Announces Expansion of Global Policy and Analysis Coverage to Include China (Business Wire) -15.98%
Nov-03-23 07:01AM	FiscalNote to Report Third Quarter Financial Results on November 14 (Business Wire) +14.19%
Oct-27-23 07:01AM	Worlds Leading Defense and Aerospace Companies Choose FiscalNote for Global Policy Monitoring, Tracking, News, and Expert Analysis (Business Wire)
Oct-23-23 10:33AM	FiscalNote Expands EU Tracking Capabilities With AI-Powered EU Parliament Transcripts and Stakeholder Coverage of All Parliament Members (Business Wire) -18.24%
Sep-12-23 07:01AM	FiscalNote Launches Dynamic Dashboard in Expansion of Its AI-Powered Risk Connector (Business Wire) +5.50%
Sep-07-23 07:01AM	FiscalNote Expands Coverage of Global Policy Monitoring and Analysis of Over 80 Countries for the Most Comprehensive Solution in the Marketplace (Business Wire)
Sep-05-23 10:01AM	FiscalNote to Present at Upcoming Investor Conferences (Business Wire) -9.38%
Aug-15-23 12:47PM	FiscalNote Celebrates 10-Year Anniversary and First Year as a Public Company With Opening Bell Ringing Ceremony at New York Stock Exchange (Business Wire)
Aug-09-23 07:15AM	FiscalNote Announces Further Expansion of Its Global Public Sector Leadership and Coverage by Unveiling Wide Range of New Customer Agreements (Business Wire) -22.61%
07:01AM	FiscalNote Announces Second Quarter 2023 Financial Results with Q2 Revenue Growth of 21% Year-over-Year (Business Wire)
Aug-08-23 07:01AM	FiscalNote Launches "FiscalNoteGPT", a Generative AI System Built Specifically for the Policy and Regulatory Industry (Business Wire) +7.81%
Aug-04-23 07:01AM	FiscalNote to Participate at the Oppenheimer 26th Annual Technology, Internet & Communications Conference (Business Wire)
Jul-31-23 07:01AM	FiscalNote to Report Second Quarter Financial Results on Wednesday, August 9, 2023 (Business Wire)
Jul-26-23 01:30PM	Northland Capital Markets Institutional Investor Conference (ACCESSWIRE)
Jul-20-23 10:17AM	FiscalNote Announces Partnership With Koreas Ministry of Foreign Affairs to Provide AI-Powered Policy and Data Intelligence, Legislative and Regulatory Monitoring, and Global Issues Management (Business Wire)
Jun-29-23 07:01AM	FiscalNotes CEO Tim Hwang Named as an EY Entrepreneur Of The Year® 2023 Mid-Atlantic Award Winner (Business Wire)
Jun-27-23 12:46PM	FiscalNote Releases Second Annual Corporate Sustainability Overview for FY2022 (Business Wire) +6.92%
Jun-22-23 07:01AM	FiscalNote Launches AI-Powered Risk Connector For Anticipating and Managing Operational Risks (Business Wire)
Jun-20-23 07:01AM	FiscalNote Set to Join Russell 3000® Index (Business Wire) +14.00%
May-23-23 01:01PM	FiscalNote Collaborates with Microsoft to Build Plugin for New AI-powered Bing (Business Wire) -9.58%
May-11-23 10:31AM	FiscalNote to Participate at Upcoming Investor Conferences (Business Wire) -6.53%
06:00AM	Oppenheimer & Co. Inc. Hosts 8th Annual Emerging Growth Conference, Connecting Investors with Small-cap Disruptors and Innovators (PR Newswire)
May-10-23 02:01PM	FiscalNote Selected by Google as Launch Partner for Integration With Bard by Google (Business Wire) +23.60%
07:01AM	FiscalNote Announces First Quarter 2023 Financial Results with 21% Revenue Growth Year-over-Year (Business Wire)
May-09-23 07:01AM	Global Media Companies and News Organizations Choose FiscalNote for Policy and Political Intelligence and Critical Insights to Augment Reporting (Business Wire)
May-08-23 07:01AM	FiscalNote Announces Continued Growth of Global Intellectual Property Portfolio With Award of Three New AI-Related Patents (Business Wire)
May-01-23 04:01PM	FiscalNote to Report First Quarter Financial Results on Wednesday, May 10, 2023 (Business Wire) -7.51%
Apr-27-23 11:58AM	FiscalNote Selected as Inaugural Launch Partner for Databricks Marketplace, Expanding Access and Exposure to its Unique and Powerful Proprietary Data Sets (Business Wire) +7.78%
Apr-19-23 07:01AM	FiscalNotes VoterVoice Launches Enhanced AI Functionality and Integrations With OpenAIs ChatGPT to Revolutionize Use of AI in Lobbying and Advocacy Industry (Business Wire) -5.22%
Apr-13-23 12:08PM	FiscalNote Announces Continued AI Innovation and Momentum with Receipt of 13th Patent From U.S. Patent Office (Business Wire) +10.34%
Apr-10-23 06:00AM	FiscalNote to Participate in Fireside Chat at The SHARE & NYSE Event (Business Wire) +5.66%
Mar-28-23 07:00AM	FiscalNote Announces Fourth Quarter and Full Year 2022 Financial Results; Provides Outlook for FY 2023 (Business Wire) +11.11%
Mar-27-23 07:01AM	FiscalNote Announces Major New Customer Agreements with International Governments, Embassies, Agencies, Parliaments, and Ministries Across the Global Public Sector (Business Wire) +17.65%
Mar-23-23 01:01PM	FiscalNote Selected by OpenAI for Collaboration As Inaugural Launch Partner for OpenAIs ChatGPT Plug-in (Business Wire) +75.00%
Mar-20-23 07:01AM	FiscalNote Announces Partnership With Enterprise IT and Cloud Leader Peraton To Tackle Rising Challenges and Adverse Impacts of Global Disinformation (Business Wire) -6.00%
Mar-15-23 07:01AM	FiscalNote Selected by Georgia Legislature, Lieutenant Governor, and Dekalb County Board Commissioners to Enhance Constituent Engagements and Communications (Business Wire) -9.83%
Mar-13-23 11:16AM	FiscalNote to Participate at the 35th Annual ROTH Conference (Business Wire) -10.40%
Mar-03-23 11:07AM	FiscalNote to Report Fourth Quarter and Full Year 2022 Financial Results on March 28, 2023 (Business Wire)
Mar-01-23 07:01AM	FiscalNote Announces Preliminary FY 2022 Results With Expected GAAP Revenue at the Top End of Its Guidance Range (Business Wire) -10.21%
Feb-27-23 09:01AM	CQ and Roll Calls Bill Clark Receives Six Individual Awards for Still Photography in White House News Photographers Associations Eyes of History Contest (Business Wire)
Feb-23-23 12:56PM	FiscalNote Announces Access to Oxford Analytica Daily Brief on Bloomberg Terminal (Business Wire)
Feb-09-23 07:01AM	Leading Nonprofits, Advocacy Organizations, and Trade Associations on K Street Leverage FiscalNotes Portfolio of Solutions for Policy and Political Intelligence, Issue Tracking and Monitoring, and Critical Insights to Deliver Action and Results (Business Wire)
Feb-07-23 07:01AM	The AI State of the Union Experience: FiscalNote Combines Proprietary Datasets & AI With OpenAI Platform to Transform Analysis of Presidential State of the Union Addresses, Building on Its Decade-Long Track Record of AI-Driven Solutions & Expertise (Business Wire)
Jan-27-23 07:01AM	FiscalNote Announces Acquisition of Dragonfly, a Leading Geopolitical Data and Security Intelligence Company for Business Risk Decision-Makers at Blue-Chip Organizations Around the World (Business Wire)
Jan-09-23 07:01AM	Fiscalnote Appoints Will Wilkinson as General Manager, Geopolitical & Market Intelligence (Business Wire) +7.34%
Jan-05-23 07:01AM	FiscalNote to Present at the 25th Annual Needham Growth Conference on January 10, 2023 (Business Wire)
Jan-03-23 07:01AM	FiscalNote Appoints Richard Henderson as Chief Revenue Officer to Drive Next Phase of Companys Global Sales Growth and Customer Expansion (Business Wire)
Dec-21-22 11:48AM	FiscalNote Announces Landmark Collaboration With National Assembly of the Republic of Korea to Provide AI-Powered Policy Intelligence, Legislative and Regulatory Tracking, and Issues Management (Business Wire)
Dec-08-22 07:00AM	Major Healthcare Companies, Trade Associations, and Non-profits Turn to FiscalNote for Policy Monitoring, Actionable Solutions, and Risk Mitigation (Business Wire)
Nov-29-22 07:00AM	FiscalNote Announces Plans to Integrate AI-Powered Congressional Transcripts Into Fireside SaaS Platform (Business Wire)
Nov-28-22 07:00AM	FiscalNote Announces Relaunch of Its Platform - Delivering New Features and Enhancements Enabling Government Affairs, Advocacy, and Risk Professionals to Optimize Policy and Stakeholder Management (Business Wire) +7.89%
Nov-14-22 07:01AM	FiscalNote Announces Expansion of Global Commercial Customer Base (Business Wire) +10.70%
07:00AM	FiscalNote Announces Third Quarter 2022 Financial Results (Business Wire)
Nov-04-22 07:00AM	FiscalNote to Report Third Quarter 2022 Financial Results (Business Wire)
Nov-01-22 07:00AM	FiscalNote Announces Inaugural Overview of Its 2021 Sustainability & Social Impact Efforts (Business Wire)
Oct-31-22 07:00AM	FiscalNote Introduces EU Issue Tracker Services and Upgrades Industry-Leading EUIT Platform to Enhance Customer Results and Grow EU Business (Business Wire)
Oct-19-22 07:00AM	FiscalNote ESG Solutions Equilibrium and Work Management Platform Leader Asana Announce Integration for Decarbonization and ESG Workflow Management (Business Wire)
Oct-18-22 07:00AM	FiscalNote ESG Solutions Unveils ESG360TM Benchmarking and Risk Intelligence Platform (Business Wire)
Oct-14-22 07:01AM	FiscalNotes Oxford Analytica Announces Return of Internationally Acclaimed Global Horizons Conference (Business Wire)

Fiscalnote Holdings, Inc. operates as a technology and data company. It uses artificial intelligence, machine learning and other technologies with analytics, workflow tools, and expert research. The company was founded by Timothy Hwang and Gerald Yao in 2013 and is headquartered in Washington, DC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Resnik Josh	President and COO	Sep 03 '24	Sale	1.27	3,707	4,692	746,536	Sep 05 04:55 PM
Hwang Tim	Chairman, CEO and Director	Sep 03 '24	Sale	1.27	64,211	81,511	2,541,513	Sep 05 04:54 PM
Hwang Tim	Officer	Sep 04 '24	Proposed Sale	1.27	39,211	49,633		Sep 04 05:14 PM
Resnik Josh	Officer	Sep 04 '24	Proposed Sale	1.27	3,707	4,692		Sep 04 04:51 PM
Hwang Tim	Officer	Sep 03 '24	Proposed Sale	1.28	25,000	31,878		Sep 03 04:30 PM
Aman Todd	SVP, General Counsel & Sec.	Aug 15 '24	Sale	1.23	530	654	169,534	Aug 19 06:18 PM
Aman Todd	Officer	Aug 16 '24	Proposed Sale	1.23	530	654		Aug 16 03:30 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Aug 07 '24	Sale	1.40	913	1,278	565,187	Aug 09 07:37 PM
Resnik Josh	President and COO	Aug 07 '24	Sale	1.40	923	1,292	750,243	Aug 09 07:37 PM
Donnell Paul	Chief Accounting Officer	Aug 07 '24	Sale	1.40	517	724	107,552	Aug 09 07:36 PM
Aman Todd	SVP, General Counsel & Sec.	Aug 07 '24	Sale	1.40	793	1,110	170,064	Aug 09 07:36 PM
Resnik Josh	Officer	Aug 08 '24	Proposed Sale	1.40	923	1,292		Aug 08 03:48 PM
Slabaugh Jon	Officer	Aug 08 '24	Proposed Sale	1.40	913	1,278		Aug 08 03:41 PM
Aman Todd	Officer	Aug 08 '24	Proposed Sale	1.40	793	1,110		Aug 08 03:23 PM
Resnik Josh	President and COO	Aug 01 '24	Sale	1.39	4,146	5,742	751,166	Aug 05 06:20 PM
Hwang Tim	Chairman, CEO and Director	Aug 01 '24	Sale	1.41	56,319	79,652	2,605,724	Aug 05 06:19 PM
Hwang Tim	Officer	Aug 02 '24	Proposed Sale	1.39	31,319	43,377		Aug 02 04:31 PM
Resnik Josh	Officer	Aug 02 '24	Proposed Sale	1.39	4,146	5,742		Aug 02 04:16 PM
Hwang Tim	Officer	Aug 01 '24	Proposed Sale	1.45	25,000	36,278		Aug 01 04:18 PM
Yao Gerald	CSO and Director	Jul 18 '24	Sale	1.94	2,750	5,335	72,064	Jul 22 05:26 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Jul 08 '24	Sale	1.77	933	1,647	137,529	Jul 10 05:14 PM
Resnik Josh	President and COO	Jul 08 '24	Sale	1.77	943	1,665	445,312	Jul 10 05:11 PM
Donnell Paul	Chief Accounting Officer	Jul 05 '24	Sale	1.84	505	932	25,301	Jul 09 05:17 PM
Hwang Tim	Chairman, CEO and Director	Jul 01 '24	Sale	1.42	54,329	77,081	2,662,043	Jul 03 05:49 PM
Resnik Josh	President and COO	Jul 01 '24	Sale	1.44	3,680	5,293	446,255	Jul 03 05:45 PM
Yao Gerald	CSO and Director	Jun 24 '24	Sale	1.50	2,750	4,125	75,873	Jun 26 05:01 PM
Resnik Josh	President and COO	Jun 07 '24	Sale	1.13	939	1,061	449,935	Jun 11 05:09 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Jun 07 '24	Sale	1.13	928	1,049	138,462	Jun 11 05:09 PM
Hwang Tim	Chairman, CEO and Director	Jun 03 '24	Sale	1.19	31,028	36,796	2,716,372	Jun 05 04:52 PM
Resnik Josh	President and COO	May 31 '24	Sale	1.26	3,818	4,805	450,874	Jun 04 07:54 PM
Aman Todd	SVP, General Counsel & Sec.	May 15 '24	Sale	1.48	532	789	42,286	May 17 04:21 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	May 07 '24	Sale	1.21	987	1,194	139,390	May 09 04:41 PM
Resnik Josh	President and COO	May 07 '24	Sale	1.21	999	1,209	454,692	May 09 04:36 PM
Donnell Paul	Chief Accounting Officer	May 07 '24	Sale	1.21	560	678	25,806	May 09 04:32 PM
Aman Todd	SVP, General Counsel & Sec.	May 07 '24	Sale	1.21	858	1,038	42,818	May 09 04:31 PM
Hwang Tim	Chairman, CEO and Director	May 01 '24	Sale	1.33	30,168	40,087	2,747,400	May 03 04:22 PM
Resnik Josh	President and COO	Apr 30 '24	Sale	1.36	3,751	5,105	455,691	May 02 04:14 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Apr 08 '24	Sale	1.39	928	1,288	140,377	Apr 10 04:23 PM
Resnik Josh	President and COO	Apr 08 '24	Sale	1.39	938	1,302	459,442	Apr 10 04:23 PM
Donnell Paul	Chief Accounting Officer	Apr 05 '24	Sale	1.33	500	667	26,366	Apr 09 04:11 PM
Henderson Richard	Chief Revenue Officer	Apr 03 '24	Sale	1.22	3,349	4,083	90,819	Apr 05 04:46 PM
Resnik Josh	President and COO	Apr 01 '24	Sale	1.19	3,943	4,691	460,380	Apr 03 05:22 PM
Hwang Tim	Chairman, CEO and Director	Apr 01 '24	Sale	1.19	31,431	37,393	2,777,568	Apr 03 05:21 PM
Yao Gerald	CSO and Director	Mar 18 '24	Sale	1.80	4,000	7,200	82,283	Mar 20 04:28 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Mar 07 '24	Sale	2.19	866	1,897	141,305	Mar 12 07:56 AM
Resnik Josh	President and COO	Mar 07 '24	Sale	2.19	875	1,916	464,323	Mar 12 07:56 AM
Hwang Tim	Chairman, CEO and Director	Mar 01 '24	Sale	1.82	29,284	53,250	2,808,999	Mar 05 06:52 PM
Hwang Tim	Chairman, CEO and Director	Feb 01 '24	Sale	1.39	30,131	41,945	2,838,283	Mar 05 06:52 PM
Resnik Josh	President and COO	Feb 29 '24	Sale	1.63	3,810	6,194	465,198	Mar 04 05:23 PM
Aman Todd	SVP, General Counsel & Sec.	Feb 15 '24	Sale	1.51	517	783	43,676	Feb 20 05:57 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Feb 07 '24	Sale	1.49	881	1,314	142,171	Feb 09 06:17 PM
Resnik Josh	President and COO	Feb 07 '24	Sale	1.49	891	1,329	469,008	Feb 09 06:17 PM
Donnell Paul	Chief Accounting Officer	Feb 07 '24	Sale	1.49	1,994	2,975	26,866	Feb 09 06:16 PM
Aman Todd	SVP, General Counsel & Sec.	Feb 07 '24	Sale	1.49	3,052	4,553	44,193	Feb 09 06:16 PM
Resnik Josh	President and COO	Jan 31 '24	Sale	1.27	3,670	4,655	469,899	Feb 02 06:06 PM
Slabaugh Jon	CFO and SVP, Corp. Dev.	Jan 08 '24	Sale	1.03	945	974	143,052	Jan 10 05:47 PM
Resnik Josh	President and COO	Jan 08 '24	Sale	1.03	957	986	466,663	Jan 10 05:47 PM
Henderson Richard	Chief Revenue Officer	Jan 05 '24	Sale	1.08	13,332	14,372	94,168	Jan 09 07:25 PM
Donnell Paul	Chief Accounting Officer	Jan 05 '24	Sale	1.08	474	511	28,860	Jan 09 07:23 PM
Resnik Josh	President and COO	Jan 02 '24	Sale	1.01	3,884	3,941	467,620	Jan 04 08:40 PM
Hwang Tim	Chairman, CEO and Director	Jan 02 '24	Sale	1.01	35,882	36,409	2,868,414	Jan 04 08:34 PM
Nilsson Keith	Director	Dec 15 '23	Buy	0.57	6,345,702	3,617,050	4,752,782	Dec 18 04:05 PM
Nilsson Keith	Director	Dec 15 '23	Sale	0.57	6,345,702	3,617,050	0	Dec 18 04:05 PM
Slabaugh Jon	See Remarks	Dec 07 '23	Sale	1.23	3,752	4,619	143,997	Dec 11 05:15 PM
Resnik Josh	See Remarks	Dec 07 '23	Sale	1.23	782	963	471,504	Dec 11 05:15 PM
Hwang Tim	See Remarks	Dec 01 '23	Sale	1.07	43,132	45,996	2,904,296	Dec 05 04:30 PM
Resnik Josh	See Remarks	Nov 30 '23	Sale	0.97	3,400	3,305	472,286	Dec 04 05:00 PM
Aman Todd	See Remarks	Nov 15 '23	Sale	0.87	413	361	42,777	Nov 17 04:05 PM
Slabaugh Jon	See Remarks	Nov 07 '23	Sale	1.37	3,968	5,428	147,749	Nov 09 04:15 PM
Resnik Josh	See Remarks	Nov 07 '23	Sale	1.37	828	1,133	475,686	Nov 09 04:15 PM
Resnik Josh	See Remarks	Oct 31 '23	Sale	1.30	3,301	4,308	476,514	Nov 02 04:15 PM
Slabaugh Jon	See Remarks	Oct 10 '23	Sale	1.95	4,177	8,158	151,717	Oct 12 08:40 PM
Resnik Josh	See Remarks	Oct 10 '23	Sale	1.95	871	1,701	479,815	Oct 12 08:40 PM
Donnell Paul	Chief Accounting Officer	Oct 05 '23	Sale	2.10	2,062	4,330	29,334	Oct 10 05:23 PM
Resnik Josh	See Remarks	Oct 02 '23	Sale	1.89	3,353	6,347	480,686	Oct 04 04:25 PM

Open in Screener

PHR

Phreesia Inc

Sep 06 • 04:00PM ET

23.55

Dollar change -2.14
Percentage change -8.33	%

Healthcare • Health Information Services • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

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

Index	RUT	P/E	-	EPS (ttm)	-1.80	Insider Own	6.60%	Shs Outstand	56.35M	Perf Week	-7.39%
Market Cap	1.35B	Forward P/E	-	EPS next Y	-0.73	Insider Trans	-3.26%	Shs Float	53.61M	Perf Month	11.14%
Income	-100.32M	PEG	-	EPS next Q	-0.28	Inst Own	102.59%	Short Float	5.10%	Perf Quarter	19.24%
Sales	389.96M	P/S	3.47	EPS this Y	51.68%	Inst Trans	-5.29%	Short Ratio	6.64	Perf Half Y	-8.12%
Book/sh	4.36	P/B	5.41	EPS next Y	40.21%	ROA	-28.55%	Short Interest	2.73M	Perf Year	-22.41%
Cash/sh	1.43	P/C	16.53	EPS next 5Y	-	ROE	-40.26%	52W Range	12.05 - 30.70	Perf YTD	1.73%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-15.39%	ROI	-38.63%	52W High	-23.29%	Beta	0.93
Dividend TTM	-	Quick Ratio	1.77	Sales past 5Y	29.21%	Gross Margin	58.96%	52W Low	95.44%	ATR (14)	1.49
Dividend Ex-Date	-	Current Ratio	1.77	EPS Y/Y TTM	37.24%	Oper. Margin	-24.58%	RSI (14)	47.00	Volatility	9.10% 5.45%
Employees	1438	Debt/Eq	0.07	Sales Y/Y TTM	22.10%	Profit Margin	-25.73%	Recom	1.29	Target Price	29.25
Option/Short	Yes / Yes	LT Debt/Eq	0.03	EPS Q/Q	54.18%	Payout	-	Rel Volume	1.18	Prev Close	25.69
Sales Surprise	0.51%	EPS Surprise	12.45%	Sales Q/Q	18.97%	Earnings	Sep 04 AMC	Avg Volume	412.06K	Price	23.55
SMA20	-3.43%	SMA50	1.23%	SMA200	3.91%	Trades		Volume	486,775	Change	-8.33%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-26-24	Initiated	Truist	Buy	$35
Jan-17-24	Upgrade	DA Davidson	Neutral → Buy	$30 → $32
Jan-03-24	Initiated	Barclays	Overweight	$29
Apr-12-23	Initiated	Stephens	Overweight	$37
Jan-04-23	Reiterated	Needham	Buy	$35 → $40
Dec-13-22	Upgrade	Citigroup	Neutral → Buy	$40
Dec-09-22	Upgrade	SVB Leerink	Mkt Perform → Outperform	$31 → $34
Oct-13-22	Initiated	DA Davidson	Neutral	$25
Sep-16-22	Initiated	KeyBanc Capital Markets	Overweight	$40
Apr-14-22	Initiated	Guggenheim	Buy	$45
Jan-06-22	Downgrade	SVB Leerink	Outperform → Mkt Perform	$57 → $41
Dec-02-21	Initiated	Jefferies	Buy	$70
Sep-02-21	Reiterated	Needham	Buy	$70 → $81
Aug-27-21	Initiated	Canaccord Genuity	Buy	$81
Jul-13-21	Initiated	JMP Securities	Mkt Outperform	$80
Jun-08-21	Initiated	Berenberg	Buy	$70
Apr-29-21	Resumed	JP Morgan	Overweight	$64
Apr-01-21	Initiated	Robert W. Baird	Outperform	$60
Nov-11-20	Initiated	Stephens	Overweight	$50
Oct-27-20	Initiated	Needham	Buy	$44

Show Previous Ratings

Sep-05-24 12:39PM	Q2 2025 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents) +6.29%
Sep-04-24 06:00PM	Phreesia (PHR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Phreesia (PHR) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Phreesia: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:03PM	Phreesia Announces Second Quarter Fiscal 2025 Results (Business Wire)
09:03AM	Loading…
Sep-03-24 09:03AM	Earnings To Watch: Phreesia Inc (PHR) Reports Q2 2025 Result (GuruFocus.com) -7.43%
Aug-29-24 09:15AM	Phreesia (PHR) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
06:48AM	Phreesia and American Academy of Pediatrics Join in Campaign to Increase Childhood MMR Vaccination (Business Wire)
Aug-08-24 06:48AM	Bob Glazer Joins Phreesia as Strategic Advisor (Business Wire)
Aug-05-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Helen of Troy, Owens & Minor, Salesforce, and Phreesia and Encourages Investors to Contact the Firm (GlobeNewswire)
Aug-01-24 06:48AM	Phreesia Sets Release Date for Fiscal Second Quarter 2025 Results (Business Wire)
Jul-30-24 06:48AM	Phreesia Now Available on Oracle Healthcare Marketplace (Business Wire)
Jul-19-24 09:55AM	Wall Street Analysts Think Phreesia (PHR) Could Surge 27.77%: Read This Before Placing a Bet (Zacks)
Jul-12-24 12:00PM	Phreesia (PHR) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
Jun-10-24 10:26AM	New Research Illustrates How to Drive Earlier Diagnosis and Treatment of Kidney Disease (Business Wire)
09:35AM	Loading…
Jun-04-24 09:35AM	Here's Why Phreesia (PHR) is Poised for a Turnaround After Losing -18.25% in 4 Weeks (Zacks)
May-31-24 11:59AM	Q1 2025 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents) -11.22%
May-30-24 08:54PM	PHR Stock Earnings: Phreesia Beats EPS, Beats Revenue for Q1 2025 (InvestorPlace)
05:30PM	Compared to Estimates, Phreesia (PHR) Q1 Earnings: A Look at Key Metrics (Zacks)
05:15PM	Phreesia (PHR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:08PM	Phreesia: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:03PM	Phreesia Announces First Quarter Fiscal 2025 Results (Business Wire)
May-28-24 06:48AM	Phreesia Joins the MEDITECH Alliance Program as an Innovator Partner (Business Wire)
May-24-24 09:15AM	Unlocking Q1 Potential of Phreesia (PHR): Exploring Wall Street Estimates for Key Metrics (Zacks)
May-23-24 04:30PM	Phreesias Amy Patel Named One of PM360s 2024 ELITE 100 (Business Wire)
May-21-24 04:30PM	Phreesia Named as One of Modern Healthcares Best Places to Work in Healthcare for the Eighth Time (Business Wire)
May-01-24 06:46AM	Phreesias Alicia Cowley and Natasha Vega Named to MM+Ms Women to Watch for 2024 (Business Wire)
Apr-29-24 06:48AM	Phreesia Sets Release Date for Fiscal First Quarter 2025 Results (Business Wire)
Mar-25-24 07:01PM	Insider Sell: COO Evan Roberts Sells 25,962 Shares of Phreesia Inc (PHR) (GuruFocus.com)
Mar-19-24 06:48AM	Phreesia Announces Jack Callahan as New Chief Technology Officer (Business Wire)
10:22AM	Loading…
Mar-17-24 10:22AM	Phreesia, Inc. (NYSE:PHR) Q4 2024 Earnings Call Transcript (Insider Monkey)
Mar-15-24 06:56AM	Q4 2024 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-24 08:55PM	PHR Stock Earnings: Phreesia Misses EPS, Beats Revenue for Q4 2024 (InvestorPlace)
06:00PM	Phreesia (PHR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:25PM	Phreesia (PHR) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:22PM	Phreesia: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:03PM	Phreesia Announces Fourth Quarter Fiscal 2024 Results (Business Wire)
Mar-07-24 10:00AM	Will Phreesia (PHR) Report Negative Earnings Next Week? What You Should Know (Zacks)
Feb-27-24 04:05PM	Phreesias Hilary Hatch Again Named to the 2024-2025 NQF Leadership Consortium (Business Wire)
Feb-20-24 06:48AM	New Data Shows That Engaging Patients with Relevant Cancer-Prevention Information During Check-In Increases Screening Rates (Business Wire) -6.32%
Feb-19-24 11:53AM	Phreesia (PHR) Rose on 2024 Guidance (Insider Monkey)
Feb-05-24 04:05PM	Phreesia Sets Release Date for Fiscal Fourth Quarter 2024 Results (Business Wire)
06:54AM	Bull Of The Day: Phreesia (PHR) (Zacks)
Jan-23-24 06:40AM	Phreesia Joins Call to Action to Improve Adult Vaccination Rates (Business Wire)
Jan-18-24 07:59PM	Phreesia Inc CFO Balaji Gandhi Sells 10,124 Shares (GuruFocus.com)
Jan-16-24 04:05PM	Phreesias Audrey Gato Named as a Top Woman Leader in SaaS (Business Wire)
Jan-11-24 06:44AM	Phreesias Post-Script Engagement named one of PM360s 2023 Most Innovative Technologies (Business Wire)
Dec-27-23 09:55AM	Does Phreesia (PHR) Have the Potential to Rally 30.09% as Wall Street Analysts Expect? (Zacks)
08:06AM	What Caused a -40% Drop in Phreesia (PHR) Shares? (Insider Monkey)
Dec-11-23 09:55AM	Wall Street Analysts Predict a 77.77% Upside in Phreesia (PHR): Here's What You Should Know (Zacks)
Dec-08-23 08:21AM	Phreesia, Inc. (NYSE:PHR) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-06-23 10:37AM	Q3 2024 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents) +21.22%
Dec-05-23 06:00PM	Here's What Key Metrics Tell Us About Phreesia (PHR) Q3 Earnings (Zacks)
05:40PM	Phreesia Inc (PHR) Reports Revenue Growth and Narrowed Net Loss in Q3 Fiscal 2024 (GuruFocus.com)
05:15PM	Phreesia (PHR) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:17PM	Phreesia: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:03PM	Phreesia Announces Third Quarter Fiscal 2024 Results (Business Wire)
Dec-01-23 06:00AM	CMS Includes the Patient Activation Measure in its Merit-Based Incentive Payment System Starting in 2024 (Business Wire)
Nov-16-23 03:12AM	Here's Why Phreesia (PHR) Declined in Q3 (Insider Monkey)
Nov-08-23 06:00AM	Phreesia Achieves HITRUST Risk-Based, 2-Year Certification Demonstrating the Highest Level of Information Protection Assurance (Business Wire)
Nov-01-23 09:12AM	Phreesia (PHR) Surges 10.3%: Is This an Indication of Further Gains? (Zacks)
06:03AM	Phreesia Sets Release Date for Fiscal Third Quarter 2024 Results (Business Wire)
Sep-15-23 10:01PM	Insider Sell: Evan Roberts Sells 3,907 Shares of Phreesia Inc (PHR) (GuruFocus.com)
Sep-14-23 09:39PM	Principal Accounting Officer Janet Gunzburg Sells 934 Shares of Phreesia Inc (GuruFocus.com)
Sep-11-23 12:11PM	Phreesia Inc (PHR): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-07-23 12:08PM	Phreesia Inc (PHR): A Deep Dive into Its Performance Potential (GuruFocus.com) -22.11%
11:45AM	Is Phreesia (PHR) Too Good to Be True? A Comprehensive Analysis of a Potential Value Trap (GuruFocus.com)
09:30AM	Compared to Estimates, Phreesia (PHR) Q2 Earnings: A Look at Key Metrics (Zacks)
09:00AM	Phreesia, Inc. (NYSE:PHR) Q2 2024 Earnings Call Transcript (Insider Monkey)
07:37AM	Q2 2024 Phreesia Inc Earnings Call (Thomson Reuters StreetEvents)
Sep-06-23 05:15PM	Phreesia (PHR) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:07PM	Phreesia: Fiscal Q2 Earnings Snapshot (AP Finance)
04:03PM	Phreesia Announces Second Quarter Fiscal 2024 Results (Business Wire)
Sep-04-23 12:00PM	All You Need to Know About Phreesia (PHR) Rating Upgrade to Buy (Zacks)
09:55AM	How Much Upside is Left in Phreesia (PHR)? Wall Street Analysts Think 27.26% (Zacks)
08:39AM	Nextgen Healthcare (NXGN) Surges 6.2%: Is This an Indication of Further Gains? (Zacks)
Aug-31-23 08:40AM	Should You Buy and Phreesia (PHR) Ahead of Earnings? (Zacks)
Aug-16-23 12:58PM	Phreesia Named to The Software Reports "Top 100 Software Companies" for the Second Consecutive Year (Business Wire)
Aug-15-23 05:11PM	Phreesia Awards Inducement Grants as Part of its Acquisition of Access eForms (Business Wire)
Aug-14-23 04:03PM	Phreesia Acquires Access, Expanding its Offerings for Acute-Care Hospitals and Continuing to Drive Efficiency and a Better Patient Experience (Business Wire)
Aug-07-23 06:50PM	Hims & Hers Health, Inc. (HIMS) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
Aug-01-23 06:03AM	Phreesia Sets Release Date for Fiscal Second Quarter 2024 Results (Business Wire)
Jul-20-23 08:40PM	Analysts Say These 3 Stocks Are Their Top Picks for the Rest of 2023 (TipRanks)
Jul-14-23 04:48PM	Phreesia Acquires MediFind, Reinforcing its Commitment to Patient-Centered Care and Expanding its Offerings to Consumers (Business Wire)
Jul-13-23 04:03PM	Phreesia Names Lisa Egbuonu-Davis to its Board of Directors (Business Wire)
Jul-11-23 12:00PM	Phreesia (PHR) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Jun-13-23 06:43AM	We're Not Very Worried About Phreesia's (NYSE:PHR) Cash Burn Rate (Simply Wall St.)
May-31-23 06:30PM	Phreesia (PHR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Phreesia (PHR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:08PM	Phreesia: Fiscal Q1 Earnings Snapshot (AP Finance)
04:03PM	Phreesia Announces First Quarter Fiscal 2024 Results (Business Wire)
May-17-23 04:03PM	Phreesia Recognized as One of Modern Healthcares "Best Places to Work in Healthcare" for a Seventh Year (Business Wire)
May-16-23 04:05PM	Phreesias Hilary Hatch Named a "Disrupter" in PM360s ELITE 100 (Business Wire)
May-15-23 05:45PM	Tivic Health Systems, Inc. (TIVC) Reports Q1 Loss, Lags Revenue Estimates (Zacks) +7.26%
May-11-23 05:35PM	Homology Medicines (FIXX) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
May-09-23 05:35PM	Invitae (NVTA) Reports Q1 Loss, Tops Revenue Estimates (Zacks) -5.56% +7.68%
May-07-23 08:06AM	Why Investors Shouldn't Be Surprised By Phreesia, Inc.'s (NYSE:PHR) P/S (Simply Wall St.)
May-04-23 08:25AM	CareCloud, Inc. (CCLD) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
May-02-23 05:15PM	Inspire Medical Systems (INSP) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
Apr-25-23 04:04PM	Phreesia Sets Release Date for Fiscal First Quarter 2024 Results (Business Wire)

Phreesia, Inc. engages in the provision of patient check-in solutions for medical practices. The firm offers appointments, clinical support, integration, registration, patient activation, analytics and reports, revenue cycle, patient surveys, and privacy and security products. Its solutions include health systems, multi-specialty, and federally qualified health centers (FQHCs). The company was founded by Chaim Indig and Evan Roberts in January 2005 and is headquartered in Wilmington, DE.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hoffman Allison C	General Counsel & Secretary	Aug 26 '24	Sale	26.03	14,110	367,241	121,003	Aug 28 04:57 PM
Hoffman Allison C	Officer	Aug 26 '24	Proposed Sale	26.03	14,110	367,244		Aug 26 03:17 PM
Indig Chaim	Chief Executive Officer	Jul 29 '24	Option Exercise	2.03	7	14	1,219,368	Jul 30 05:05 PM
Indig Chaim	Chief Executive Officer	Jul 29 '24	Sale	24.75	7	173	1,219,361	Jul 30 05:05 PM
Gunzburg Janet	Officer	Jul 29 '24	Proposed Sale	24.64	202	4,977		Jul 29 03:36 PM
Indig Chaim	Officer	Jul 29 '24	Proposed Sale	24.75	7	173		Jul 29 11:12 AM
Smith Mark Douglas	Director	Jul 18 '24	Option Exercise	4.71	7,000	32,970	37,653	Jul 22 04:56 PM
Smith Mark Douglas	Director	Jul 18 '24	Sale	25.00	7,000	175,000	30,653	Jul 22 04:56 PM
Linetsky David	SVP, Life Sciences	Jul 16 '24	Sale	23.74	1,820	43,199	202,218	Jul 17 05:31 PM
Indig Chaim	Chief Executive Officer	Jul 16 '24	Sale	23.74	2,644	62,757	1,219,361	Jul 17 05:30 PM
Hui Yvonne	Principal Accounting Officer	Jul 16 '24	Sale	23.74	283	6,717	28,714	Jul 17 05:29 PM
Hoffman Allison C	General Counsel & Secretary	Jul 16 '24	Sale	23.74	800	18,988	135,113	Jul 17 05:28 PM
Gandhi Balaji	Chief Financial Officer	Jul 16 '24	Sale	23.74	783	18,585	96,447	Jul 17 05:27 PM
VanDuyn Amy Beth	SVP, Human Resources	Jul 16 '24	Sale	23.74	374	8,877	118,636	Jul 17 05:26 PM
Roberts Evan	Chief Operating Officer	Jul 16 '24	Sale	23.74	1,669	39,615	753,234	Jul 17 05:24 PM
Gunzburg Janet	Principal Accounting Officer	Jun 21 '24	Sale	20.24	114	2,307	34,820	Jun 24 04:30 PM
Linetsky David	SVP, Life Sciences	Jun 21 '24	Sale	20.24	27	546	6,953	Jun 24 04:29 PM
Linetsky David	SVP, Life Sciences	Jun 20 '24	Sale	19.73	66	1,302	6,980	Jun 21 04:35 PM
Linetsky David	SVP, Life Sciences	Jun 18 '24	Sale	19.20	41	787	7,046	Jun 21 04:35 PM
Gunzburg Janet	Principal Accounting Officer	May 01 '24	Sale	21.00	286	6,006	34,934	May 02 04:22 PM
Gunzburg Janet	Principal Accounting Officer	Apr 18 '24	Sale	22.85	912	20,836	35,220	Apr 19 04:24 PM
Linetsky David	SVP, Life Sciences	Apr 18 '24	Sale	22.85	269	6,146	7,087	Apr 19 04:24 PM
VanDuyn Amy Beth	SVP, Human Resources	Apr 15 '24	Sale	22.86	685	15,657	119,010	Apr 17 04:13 PM
Linetsky David	SVP, Life Sciences	Apr 15 '24	Sale	22.86	2,212	50,561	204,038	Apr 17 04:13 PM
Roberts Evan	Chief Operating Officer	Apr 15 '24	Sale	22.86	2,029	46,378	754,903	Apr 17 04:13 PM
Hoffman Allison C	General Counsel & Secretary	Apr 15 '24	Sale	22.86	1,238	28,297	135,621	Apr 17 04:10 PM
Gandhi Balaji	Chief Financial Officer	Apr 15 '24	Sale	22.86	948	21,669	97,230	Apr 17 04:08 PM
Indig Chaim	Chief Executive Officer	Apr 15 '24	Sale	22.86	3,392	77,532	1,222,005	Apr 17 04:07 PM
Gunzburg Janet	Principal Accounting Officer	Apr 10 '24	Sale	23.10	2,768	63,928	36,132	Apr 12 06:40 PM
Hoffman Allison C	General Counsel & Secretary	Apr 08 '24	Sale	22.62	5,549	125,519	141,485	Apr 10 05:20 PM
Hoffman Allison C	General Counsel & Secretary	Apr 09 '24	Sale	23.42	4,626	108,360	136,859	Apr 10 05:20 PM
Gandhi Balaji	Chief Financial Officer	Apr 08 '24	Sale	22.62	7,778	175,939	98,178	Apr 10 05:19 PM
Indig Chaim	Chief Executive Officer	Apr 08 '24	Sale	22.62	12,043	272,414	1,225,397	Apr 10 05:19 PM
VanDuyn Amy Beth	SVP, Human Resources	Apr 09 '24	Sale	23.43	3,768	88,277	119,695	Apr 10 05:19 PM
VanDuyn Amy Beth	SVP, Human Resources	Apr 08 '24	Sale	22.62	3,354	75,868	123,463	Apr 10 05:19 PM
Roberts Evan	Chief Operating Officer	Apr 09 '24	Option Exercise	2.03	23,330	47,360	756,932	Apr 10 05:18 PM
Roberts Evan	Chief Operating Officer	Apr 08 '24	Sale	22.62	7,178	162,367	733,602	Apr 10 05:18 PM
Linetsky David	SVP, Life Sciences	Apr 08 '24	Sale	22.62	3,914	88,535	206,250	Apr 10 05:18 PM
Linetsky David	SVP, Life Sciences	Apr 08 '24	Sale	22.62	247	5,587	7,356	Apr 10 05:18 PM
Gunzburg Janet	Principal Accounting Officer	Mar 19 '24	Sale	23.27	2,817	65,561	40,609	Apr 10 05:18 PM
Gunzburg Janet	Principal Accounting Officer	Apr 08 '24	Sale	22.62	1,709	38,658	38,900	Apr 10 05:18 PM
Gandhi Balaji	Chief Financial Officer	Mar 25 '24	Sale	23.21	3,504	81,332	94,030	Mar 27 04:06 PM
Roberts Evan	Chief Operating Officer	Mar 21 '24	Sale	23.52	25,962	610,684	728,570	Mar 25 04:16 PM
Gunzburg Janet	Principal Accounting Officer	Mar 20 '24	Sale	23.66	137	3,241	38,949	Mar 21 04:11 PM
Linetsky David	SVP, Life Sciences	Mar 20 '24	Sale	23.66	30	710	7,095	Mar 21 04:11 PM
Linetsky David	SVP, Life Sciences	Mar 19 '24	Sale	23.27	402	9,356	7,125	Mar 20 04:21 PM
Linetsky David	SVP, Life Sciences	Mar 18 '24	Sale	22.22	46	1,022	7,527	Mar 20 04:21 PM
Gunzburg Janet	Principal Accounting Officer	Feb 09 '24	Sale	28.00	480	13,440	39,086	Feb 13 04:58 PM
Gunzburg Janet	Principal Accounting Officer	Feb 02 '24	Sale	27.00	480	12,960	39,566	Feb 06 04:22 PM
Gunzburg Janet	Principal Accounting Officer	Feb 01 '24	Sale	25.99	328	8,525	40,046	Feb 02 06:06 PM
Gunzburg Janet	Principal Accounting Officer	Jan 12 '24	Sale	24.11	205	4,943	40,374	Feb 02 06:06 PM
Gandhi Balaji	Chief Financial Officer	Jan 17 '24	Sale	24.12	9,192	221,726	97,534	Jan 18 04:53 PM
Gandhi Balaji	Chief Financial Officer	Jan 16 '24	Sale	24.55	932	22,876	106,726	Jan 18 04:53 PM
VanDuyn Amy Beth	SVP, Human Resources	Jan 17 '24	Sale	24.12	10,213	246,354	119,695	Jan 18 04:53 PM
VanDuyn Amy Beth	SVP, Human Resources	Jan 16 '24	Sale	24.55	738	18,115	129,908	Jan 18 04:53 PM
Davidoff Michael J.	SVP, Payer Business	Jan 17 '24	Sale	24.12	17,677	426,398	73,391	Jan 18 04:53 PM
Davidoff Michael J.	SVP, Payer Business	Jan 16 '24	Sale	24.55	1,310	32,155	91,068	Jan 18 04:53 PM
Linetsky David	SVP, Life Sciences	Jan 17 '24	Sale	24.12	30,659	739,544	204,059	Jan 18 04:52 PM
Linetsky David	SVP, Life Sciences	Jan 16 '24	Sale	24.55	2,318	56,896	234,718	Jan 18 04:52 PM
Hoffman Allison C	General Counsel & Secretary	Jan 17 '24	Sale	24.12	7,605	183,445	136,859	Jan 18 04:52 PM
Hoffman Allison C	General Counsel & Secretary	Jan 16 '24	Sale	24.55	1,316	32,302	144,464	Jan 18 04:52 PM
Roberts Evan	Chief Operating Officer	Jan 17 '24	Sale	24.12	41,081	990,939	754,532	Jan 18 04:52 PM
Roberts Evan	Chief Operating Officer	Jan 16 '24	Sale	24.55	2,247	55,154	795,613	Jan 18 04:52 PM
Indig Chaim	Chief Executive Officer	Jan 17 '24	Sale	24.12	63,931	1,542,118	1,216,479	Jan 18 04:51 PM
Indig Chaim	Chief Executive Officer	Jan 16 '24	Sale	24.55	3,586	88,020	1,280,410	Jan 18 04:51 PM
Gunzburg Janet	Principal Accounting Officer	Dec 19 '23	Sale	23.72	118	2,799	40,579	Dec 20 04:14 PM
Linetsky David	SVP, Life Sciences	Dec 18 '23	Sale	23.15	234	5,418	7,598	Dec 20 04:13 PM
Linetsky David	SVP, Life Sciences	Dec 19 '23	Sale	23.72	25	593	7,573	Dec 20 04:13 PM
Gunzburg Janet	Principal Accounting Officer	Nov 01 '23	Sale	13.38	298	3,988	40,697	Nov 02 04:39 PM
Roberts Evan	Chief Operating Officer	Oct 31 '23	Option Exercise	2.03	30,000	60,900	775,860	Nov 02 04:36 PM
Davidoff Michael J.	SVP, Payer Business	Oct 16 '23	Sale	16.61	1,198	19,898	92,378	Oct 17 06:22 PM
Gandhi Balaji	Chief Financial Officer	Oct 16 '23	Sale	16.61	861	14,300	85,658	Oct 17 06:19 PM
VanDuyn Amy Beth	SVP, Human Resources	Oct 16 '23	Sale	16.61	665	11,045	118,146	Oct 17 06:17 PM
Hoffman Allison C	General Counsel & Secretary	Oct 16 '23	Sale	16.61	1,297	21,542	115,025	Oct 17 06:15 PM
Roberts Evan	Chief Operating Officer	Oct 16 '23	Sale	16.61	1,971	32,736	745,860	Oct 17 06:14 PM
Linetsky David	SVP, Life Sciences	Oct 16 '23	Sale	16.61	2,078	34,514	215,036	Oct 17 06:11 PM
Indig Chaim	Chief Executive Officer	Oct 16 '23	Sale	16.61	3,295	54,727	1,241,996	Oct 17 06:08 PM
Gunzburg Janet	Principal Accounting Officer	Sep 18 '23	Sale	19.79	125	2,474	40,995	Sep 20 04:23 PM
Linetsky David	SVP, Life Sciences	Sep 18 '23	Sale	19.67	130	2,557	7,832	Sep 20 04:17 PM
Roberts Evan	Chief Operating Officer	Sep 13 '23	Sale	20.34	3,907	79,465	747,831	Sep 14 05:16 PM
Hoffman Allison C	General Counsel & Secretary	Sep 13 '23	Sale	20.34	3,256	66,224	118,532	Sep 14 05:14 PM
Hoffman Allison C	General Counsel & Secretary	Sep 14 '23	Sale	20.17	2,210	44,566	116,322	Sep 14 05:14 PM
VanDuyn Amy Beth	SVP, Human Resources	Sep 14 '23	Sale	20.16	2,000	40,316	118,811	Sep 14 05:12 PM
VanDuyn Amy Beth	SVP, Human Resources	Sep 13 '23	Sale	20.34	1,826	37,139	120,811	Sep 14 05:12 PM
Gunzburg Janet	Principal Accounting Officer	Sep 13 '23	Sale	20.34	934	18,996	41,120	Sep 14 05:09 PM
Gandhi Balaji	Chief Financial Officer	Sep 13 '23	Sale	20.34	3,957	80,482	86,519	Sep 14 05:08 PM
Davidoff Michael J.	SVP, Payer Business	Sep 13 '23	Sale	20.34	3,606	73,343	96,529	Sep 14 05:07 PM
Davidoff Michael J.	SVP, Payer Business	Sep 14 '23	Sale	20.16	2,953	59,537	93,576	Sep 14 05:07 PM
Indig Chaim	Chief Executive Officer	Sep 13 '23	Sale	20.34	6,555	133,323	1,245,291	Sep 14 05:06 PM
Linetsky David	SVP, Life Sciences	Sep 12 '23	Option Exercise	6.30	11,853	74,715	219,173	Sep 14 05:04 PM
Linetsky David	SVP, Life Sciences	Sep 13 '23	Sale	20.34	2,059	41,878	217,114	Sep 14 05:04 PM
Linetsky David	SVP, Life Sciences	Sep 13 '23	Sale	20.34	119	2,421	7,962	Sep 14 05:04 PM
Roberts Evan	Chief Operating Officer	Sep 08 '23	Option Exercise	2.03	30,000	60,900	745,179	Sep 11 04:25 PM

Open in Screener

EXLS

ExlService Holdings Inc

Sep 06 • 04:00PM ET

35.49

Dollar change -0.20
Percentage change -0.56	%

Technology • Information Technology Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

EXLS ExlService Holdings Inc daily Stock Chart

Held by: IJH VTI IWM VB VXF VBK IWO MDY SCHA IJK

Index	RUT	P/E	32.95	EPS (ttm)	1.08	Insider Own	4.05%	Shs Outstand	165.28M	Perf Week	-1.64%
Market Cap	5.73B	Forward P/E	19.05	EPS next Y	1.86	Insider Trans	-6.07%	Shs Float	154.86M	Perf Month	4.26%
Income	178.75M	PEG	2.22	EPS next Q	0.41	Inst Own	96.26%	Short Float	2.76%	Perf Quarter	22.00%
Sales	1.71B	P/S	3.35	EPS this Y	13.03%	Inst Trans	-0.31%	Short Ratio	4.54	Perf Half Y	9.57%
Book/sh	5.26	P/B	6.75	EPS next Y	15.26%	ROA	12.47%	Short Interest	4.27M	Perf Year	21.83%
Cash/sh	1.75	P/C	20.28	EPS next 5Y	14.85%	ROE	21.19%	52W Range	25.17 - 36.88	Perf YTD	15.04%
Dividend Est.	-	P/FCF	38.02	EPS past 5Y	27.64%	ROI	15.17%	52W High	-3.78%	Beta	1.01
Dividend TTM	-	Quick Ratio	2.44	Sales past 5Y	13.47%	Gross Margin	34.38%	52W Low	41.00%	ATR (14)	0.73
Dividend Ex-Date	-	Current Ratio	2.44	EPS Y/Y TTM	5.51%	Oper. Margin	13.94%	RSI (14)	53.00	Volatility	2.05% 1.74%
Employees	54000	Debt/Eq	0.49	Sales Y/Y TTM	10.91%	Profit Margin	10.45%	Recom	1.60	Target Price	38.38
Option/Short	Yes / Yes	LT Debt/Eq	0.38	EPS Q/Q	-3.36%	Payout	0.00%	Rel Volume	0.70	Prev Close	35.69
Sales Surprise	0.84%	EPS Surprise	3.31%	Sales Q/Q	10.71%	Earnings	Aug 01 BMO	Avg Volume	939.67K	Price	35.49
SMA20	-0.15%	SMA50	4.06%	SMA200	13.51%	Trades		Volume	662,315	Change	-0.56%

Date	Action	Analyst	Rating Change	Price Target Change
May-08-24	Upgrade	Wedbush	Neutral → Outperform	$34 → $40
Jan-17-24	Upgrade	Citigroup	Neutral → Buy	$29 → $36
Sep-19-23	Initiated	Jefferies	Hold	$33
Mar-15-23	Upgrade	Citigroup	Sell → Neutral	$160
Jul-29-22	Upgrade	Needham	Hold → Buy	$190
Jul-20-22	Downgrade	Citigroup	Neutral → Sell	$150 → $134
Mar-01-22	Upgrade	BofA Securities	Neutral → Buy	$132 → $143
Feb-28-22	Upgrade	Cowen	Market Perform → Outperform	$135 → $145
May-12-21	Upgrade	BofA Securities	Underperform → Neutral	$102
May-13-20	Downgrade	Barrington Research	Outperform → Mkt Perform
Apr-17-20	Upgrade	Wells Fargo	Underweight → Equal Weight	$76 → $56
Feb-28-20	Upgrade	Citigroup	Sell → Neutral	$67 → $75
Jan-09-20	Downgrade	Wells Fargo	Equal Weight → Underweight	$72
Jul-31-19	Reiterated	Barrington Research	Outperform	$70 → $79
Jul-17-19	Downgrade	Citigroup	Neutral → Sell	$60
Mar-01-19	Downgrade	Robert W. Baird	Outperform → Neutral	$66 → $63
Jun-01-18	Upgrade	SunTrust	Hold → Buy
Feb-28-18	Reiterated	Barrington Research	Outperform	$72 → $70
Oct-30-17	Reiterated	Needham	Buy	$60 → $68
Oct-27-17	Reiterated	Barrington Research	Outperform	$65 → $72

Show Previous Ratings

Aug-26-24 08:30AM	EXL to participate in Citi Global TMT Conference in New York (GlobeNewswire)
Aug-24-24 01:17AM	Insider Sale: EVP & Business Head Healthcare Anita Mahon Sells 25,670 Shares of ExlService ... (GuruFocus.com)
Aug-15-24 12:01AM	Insider Sale: President & Head of Insurance Vikas Bhalla Sells 11,190 Shares of ExlService ... (GuruFocus.com)
Aug-09-24 07:01PM	Insider Sale: EVP & General Counsel/Corporate Secretary Ajay Ayyappan Sells 21,000 Shares ... (GuruFocus.com)
Aug-05-24 08:43AM	EXL recognized as Market Leader in HFS Research inaugural Customer Experience Service Providers report (GlobeNewswire)
07:15AM	Loading…
Aug-01-24 07:15AM	ExlService Holdings (EXLS) Q2 Earnings and Revenues Surpass Estimates (Zacks) -7.32%
06:11AM	ExlService Holdings: Q2 Earnings Snapshot (Associated Press Finance)
06:00AM	EXL Reports 2024 Second Quarter Results (GlobeNewswire)
05:30AM	EXL acquires ITI Data to expand data management capabilities in banking and healthcare (GlobeNewswire)
Jul-31-24 11:22AM	EXL to create enterprise-wide data and AI applications for insurance, healthcare, banking, retail and other industries using NVIDIA AI (GlobeNewswire)
Jul-20-24 12:07AM	Insider Sale: EVP Narasimha Kini Sells 14,315 Shares of ExlService Holdings Inc (EXLS) (GuruFocus.com)
Jul-10-24 09:11AM	EXL Schedules Second Quarter 2024 Financial Results Conference Call (GlobeNewswire)
Jun-03-24 08:42AM	EXL named a Leader in 2024 Gartner Magic Quadrant for Finance and Accounting Business Process Outsourcing (GlobeNewswire)
May-31-24 02:43AM	Insider Sale: President & Head of Analytics Vivek Jetley Sells Shares of ExlService ... (GuruFocus.com)
May-30-24 12:05PM	The Hidden Gem Hotlist: 3 Under-the-Radar Stocks With Breakout Potential (InvestorPlace)
08:42AM	Loading…
May-29-24 08:42AM	Is ExlService Holdings (EXLS) a Worthy Stock to Invest in? (Insider Monkey)
May-14-24 08:28AM	EXL to participate in upcoming investor conferences (GlobeNewswire)
May-10-24 07:00PM	Insider Sale at ExlService Holdings Inc (EXLS) by CFO Maurizio Nicolelli (GuruFocus.com)
05:05PM	Exlservice Holdings Insider Sold Shares Worth $367,920, According to a Recent SEC Filing (MT Newswires)
May-08-24 06:58AM	Wedbush Upgrades ExlService Holdings to Outperform From Neutral, Boosts Price Target to $40 From $34, Cites 'Bullish' Investor Day (MT Newswires)
May-04-24 10:51AM	ExlService Holdings, Inc. (NASDAQ:EXLS) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 03:41AM	ExlService Holdings Inc (EXLS) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and ... (GuruFocus.com)
May-02-24 10:56AM	EXLS Stock Earnings: ExlService Holdings Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
10:52AM	ExlService Shares Rise After Q1 Beat, Updated 2024 Guidance (MT Newswires)
07:34AM	ExlService Holdings Inc (EXLS) Q1 Earnings: Surpasses Revenue Forecasts with Strategic Focus on ... (GuruFocus.com)
07:20AM	ExlService Holdings (EXLS) Beats Q1 Earnings and Revenue Estimates (Zacks)
06:21AM	ExlService Holdings: Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	EXL Reports 2024 First Quarter Results (GlobeNewswire)
Apr-16-24 08:00AM	NIP Group and EXL Pioneer Industry Customized Insurance Premium Audit Solutions (PR Newswire)
Apr-11-24 10:48AM	EXL announces speakers for AI in Action event (GlobeNewswire)
10:55AM	Loading…
Apr-10-24 10:55AM	EXL Schedules First Quarter 2024 Financial Results Conference Call; Announces Investor Strategy Update Event (GlobeNewswire)
Apr-09-24 08:33AM	EXL partners with Quilt.AI to revolutionize customer insights with AI-powered cultural understanding (GlobeNewswire)
Apr-04-24 12:18PM	EXL Service Cutting 800 Jobs as It Shifts Focus to AI (The Wall Street Journal)
09:57AM	EXL named a Leader in Everest Group 2024 Advanced Analytics and Artificial Intelligence (AI) Services Specialists PEAK Matrix Assessment (GlobeNewswire)
Apr-03-24 08:00AM	EXL Board of Directors Appoints Rohit Kapoor Board Chair; Announces other Board and Management Changes (GlobeNewswire)
Mar-28-24 08:03AM	EXL hosts virtual data and AI event (GlobeNewswire)
Mar-18-24 05:12PM	EXL announces $125 million accelerated share repurchase program (GlobeNewswire)
Mar-13-24 08:33AM	EXL named a Leader for two categories in ISG Provider Lens Healthcare Digital Services Study (GlobeNewswire)
Mar-08-24 11:30PM	ExlService Holdings Inc EVP & Head of Outsourcing Vikas Bhalla Sells Company Shares (GuruFocus.com)
Mar-07-24 04:01PM	EXL Announces Appointment of Thomas Bartlett to Board of Directors and Retirement of Board Member Som Mittal (GlobeNewswire)
Mar-04-24 08:59AM	ExlService Holdings, Inc. (NASDAQ:EXLS) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 06:33AM	ExlService Holdings Inc (EXLS) Posts Strong 2023 Earnings, Forecasts Continued Growth (GuruFocus.com)
06:31AM	ExlService Holdings: Q4 Earnings Snapshot (Associated Press Finance)
06:00AM	EXL Reports 2023 Fourth Quarter and Year-End Results(1); Issues 2024 Guidance (GlobeNewswire)
06:00AM	EXL Board Authorizes Significant Stock Repurchase Program (GlobeNewswire)
Feb-28-24 01:33PM	EXL collaborates with Microsoft to drive innovation using generative AI (GlobeNewswire)
08:33AM	EXL collaborates with AWS to accelerate commercialization of generative AI solutions (GlobeNewswire)
Feb-27-24 08:33AM	EXL named a Leader in Everest Group Payment Integrity Solutions PEAK Matrix Assessment 2024 (GlobeNewswire)
Feb-14-24 08:33AM	EXL named to Newsweek's America's Most Responsible Companies 2024 list for fourth consecutive year (GlobeNewswire)
Jan-25-24 08:33AM	Financial services and insurance leaders confront AI growing pains as focus shifts to large-scale integration (GlobeNewswire)
08:03AM	EXL Schedules Fourth Quarter 2023 and Full Year Financial Results Conference Call (GlobeNewswire)
Jan-18-24 08:33AM	EXL named a U.S. Leader in three categories for the fifth consecutive year in ISG Provider Lens Insurance Digital Services Report (GlobeNewswire)
Jan-17-24 08:33AM	EXL promotes digital and technology leaders to its executive committee to drive continued expansion of data- and AI-led digital solutions (GlobeNewswire)
Jan-15-24 10:32AM	Here's Why Hold Strategy is Apt for ExlService (EXLS) Stock Now (Zacks)
Jan-09-24 02:24PM	Q1s Rising Stars: 3 Growth Stocks for Your Must-Watch List (InvestorPlace)
Nov-15-23 08:43AM	EXL Recognized as Premier Level Partner for Google Cloud in the Service Engagement Model (GlobeNewswire)
Nov-09-23 08:30AM	EXL to Participate in J.P. Morgan 2023 Ultimate Services Investor Conference (GlobeNewswire)
Nov-06-23 10:12PM	Is it Worthy to Invest in ExlService (EXLS)? (Insider Monkey)
09:10AM	EXL earns a top Leader spot in Everest Group's 2023 Property and Casualty Insurance BPS PEAK Matrix Assessment for fourth straight year (GlobeNewswire)
Nov-01-23 09:05AM	EXL named a Leader in Everest Group Clinical and Care Management Operations Services PEAK Matrix Assessment 2023 (GlobeNewswire)
09:00AM	Sovos and EXL Join Forces to combine decades of solutions and consulting for the Insurance Industry (PR Newswire)
Oct-30-23 08:43AM	ExlService Holdings, Inc. (NASDAQ:EXLS) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-26-23 07:55AM	ExlService Holdings Inc (EXLS) Reports Q3 2023 Earnings: Revenue Up 13.7% YoY (GuruFocus.com)
06:22AM	ExlService Holdings: Q3 Earnings Snapshot (Associated Press Finance)
06:00AM	EXL Reports 2023 Third Quarter Results (GlobeNewswire)
Oct-19-23 10:01AM	ExlService Holdings (EXLS) Earnings Expected to Grow: Should You Buy? (Zacks) -6.81%
Oct-17-23 09:05AM	EXL releases fourth annual Sustainability Report (GlobeNewswire)
Oct-12-23 11:23AM	Why You Should Retain ExlService (EXLS) in Your Portfolio (Zacks)
Oct-02-23 02:03AM	EXL expands operations into Dublin and establishes a headquarters for international business (GlobeNewswire)
Sep-27-23 08:02AM	EXL Schedules Third Quarter 2023 Financial Results Conference Call (GlobeNewswire)
Sep-14-23 11:57AM	The 3 Most Undervalued Tech Stocks to Buy in September 2023 (InvestorPlace)
Sep-07-23 08:32AM	EXL earns Celent 2023 XCelent Award for Individual Life Insurance Policy Administration (GlobeNewswire)
Aug-30-23 08:03AM	EXL to Participate in 2023 Citi Global Technology Conference (GlobeNewswire)
Aug-23-23 08:09AM	15 Most Undervalued Tech Stocks To Buy According To Hedge Funds (Insider Monkey)
Aug-11-23 11:40AM	HSON or EXLS: Which Is the Better Value Stock Right Now? (Zacks)
Aug-10-23 08:02AM	EXL to Participate in 2023 Needham FinTech & Digital Transformation Virtual 1x1 Conference (GlobeNewswire)
Aug-03-23 01:40AM	10 Oversold Tech Stocks to Buy (Insider Monkey)
Aug-02-23 08:32AM	EXL recognized as a Major Player in IDC MarketScape for Artificial Intelligence Services 2023 (GlobeNewswire)
Aug-01-23 09:01AM	EXL named a Leader in Everest Group Healthcare Payer Operations PEAK Matrix® Assessment 2023 (GlobeNewswire)
07:46AM	Estimating The Intrinsic Value Of ExlService Holdings, Inc. (NASDAQ:EXLS) (Simply Wall St.)
Jul-27-23 07:45AM	ExlService Holdings (EXLS) Beats Q2 Earnings and Revenue Estimates (Zacks) -11.60%
07:00AM	EXL Reports 2023 Second Quarter Results (GlobeNewswire)
06:36AM	ExlService Holdings: Q2 Earnings Snapshot (AP Finance)
Jul-26-23 12:10PM	Will ExlService Holdings (EXLS) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-20-23 10:02AM	ExlService Holdings (EXLS) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-13-23 08:03AM	EXL Announces Five-for-One Forward Stock Split (GlobeNewswire)
Jul-12-23 08:33AM	EXL named a Leader in Everest Group Healthcare Data and Analytics Services PEAK Matrix® Assessment 2023 (GlobeNewswire)
Jul-10-23 04:32PM	EXL appoints Vishal Chhibbar as Chief Growth and Strategy Officer (GlobeNewswire)
Jul-06-23 09:37AM	Will Weakness in ExlService Holdings, Inc.'s (NASDAQ:EXLS) Stock Prove Temporary Given Strong Fundamentals? (Simply Wall St.)
Jul-05-23 12:26PM	Why a Hold Strategy is Apt for ExlService (EXLS) Stock Now (Zacks)
Jun-29-23 08:03AM	EXL Schedules Second Quarter 2023 Financial Results Conference Call (GlobeNewswire)
Jun-21-23 08:00PM	EXLS: Lowering target price to $181.00 (Argus Research)
Jun-20-23 04:03PM	Sarah Williamson appointed to the EXL Board of Directors (GlobeNewswire)
08:33AM	EXL named a Leader in 2023 Gartner® Magic Quadrant for Finance and Accounting Business Process Outsourcing (GlobeNewswire)
Jun-14-23 09:46AM	ExlService (EXLS) Stock Rises 12% in a Year: Here's How (Zacks)
Jun-12-23 07:07AM	Investors in ExlService Holdings (NASDAQ:EXLS) have seen solid returns of 158% over the past five years (Simply Wall St.)
Jun-08-23 08:33AM	EXL named a Leader and a Star Performer in Everest Groups 2023 Life and Annuities Insurance BPS and TPA PEAK Matrix® Assessment (GlobeNewswire)
Jun-06-23 08:33AM	EXL names Pamela Harrison Chief Human Resources Officer (GlobeNewswire)
May-31-23 08:32AM	EXL to Participate in 2023 Baird Global Consumer, Technology and Services Conference (GlobeNewswire)
May-30-23 08:34AM	EXL to Participate in 2023 Stifel Cross Sector Insight Conference (GlobeNewswire)

ExlService Holdings, Inc. is an operations management and analytics company, which engages in providing business process management. It operates through the following segments: Insurance, Healthcare, Travel, Transportation, and Logistics, Finance and Accounting, Analytic, and All Other. The Insurance segment serves property and casualty insurance, life insurance, disability insurance, annuity, and retirement services companies. The Healthcare segment offers services related to care management or population health, payment integrity, revenue optimization, and customer engagement. The Travel, Transportation, and Logistics segment includes business processes in corporate and leisure travel such as reservations, customer service, fulfillment, and finance and accounting. The Finance and Accounting segment is comprised of procure-to-pay, order-to-cash, hire-to-retire, record-to-report, regulatory reporting, financial planning and analysis, audit and assurance, treasury, and tax processes. The Analytics segment consists of driving improved business outcomes for customers by generating data-driven insights. The All-Other segment is involved in banking, financial, utilities, and consulting services. The company was founded by Vikram Talwar and Rohit Kapoor in April 1999 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kapoor Rohit	Chairman & CEO	Aug 29 '24	Sale	36.18	35,000	1,266,300	1,424,588	Sep 03 05:15 PM
Kapoor Rohit	Chairman & CEO	Aug 30 '24	Sale	36.30	34,348	1,246,832	1,390,240	Sep 03 05:15 PM
Kapoor Rohit	Officer	Aug 29 '24	Proposed Sale	36.23	69,348	2,512,478		Aug 29 02:59 PM
Mahon Anita	EVP & Business Head Healthcare	Aug 21 '24	Sale	35.50	25,670	911,285	68,857	Aug 23 05:24 PM
Mahon Anita	Officer	Aug 21 '24	Proposed Sale	35.50	25,670	911,285		Aug 21 11:27 AM
Jetley Vivek	President & Head of Analytics	Aug 15 '24	Sale	35.75	2,015	72,036	326,642	Aug 19 05:07 PM
Kapoor Rohit	Chairman & CEO	Aug 14 '24	Sale	34.44	50,000	1,722,000	1,459,588	Aug 16 04:31 PM
Jetley Vivek	Officer	Aug 15 '24	Proposed Sale	35.75	2,015	72,036		Aug 15 06:04 PM
Bhalla Vikas	President & Head of Insurance	Aug 12 '24	Sale	34.25	11,190	383,258	100,866	Aug 14 05:02 PM
Kapoor Rohit	Officer	Aug 14 '24	Proposed Sale	34.74	50,000	1,737,000		Aug 14 03:09 PM
Kapoor Rohit	Chairman & CEO	Aug 08 '24	Sale	34.05	40,000	1,362,000	1,509,588	Aug 12 05:05 PM
Bhalla Vikas	Officer	Aug 12 '24	Proposed Sale	34.25	11,190	383,312		Aug 12 04:35 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Aug 07 '24	Sale	34.38	21,000	722,020	29,909	Aug 09 05:02 PM
Kapoor Rohit	Officer	Aug 09 '24	Proposed Sale	34.08	40,000	1,363,200		Aug 09 03:22 PM
Kapoor Rohit	Officer	Aug 08 '24	Proposed Sale	34.04	40,000	1,361,600		Aug 08 02:51 PM
AYYAPPAN AJAY	Officer	Aug 07 '24	Proposed Sale	34.38	21,000	722,050		Aug 07 03:03 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Jul 31 '24	Sale	35.50	18,455	655,152	136,268	Aug 01 05:07 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Jul 30 '24	Sale	35.00	10,000	350,000	154,723	Aug 01 05:07 PM
Kini Narasimha	Officer	Jul 31 '24	Proposed Sale	35.50	18,455	655,152		Jul 31 02:22 PM
Kini Narasimha	Officer	Jul 30 '24	Proposed Sale	35.00	10,000	350,000		Jul 30 04:52 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Jul 17 '24	Sale	34.50	14,315	493,868	164,723	Jul 19 05:13 PM
Jetley Vivek	President & Head of Analytics	Jul 12 '24	Sale	32.75	6,000	196,500	328,657	Jul 16 07:49 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Jul 12 '24	Sale	33.00	8,435	278,355	179,038	Jul 16 07:49 PM
Jetley Vivek	President & Head of Analytics	May 28 '24	Sale	30.28	4,000	121,120	333,847	May 30 05:04 PM
Bhalla Vikas	President & Head of Insurance	May 24 '24	Sale	30.84	14,990	462,292	112,056	May 29 07:56 PM
Kapoor Rohit	Chairman & CEO	May 20 '24	Sale	31.07	36,847	1,144,836	1,549,588	May 22 08:43 PM
Kapoor Rohit	Chairman & CEO	May 13 '24	Sale	30.47	30,000	914,100	1,586,435	May 14 05:15 PM
Kapoor Rohit	Chairman & CEO	May 10 '24	Sale	30.61	15,000	459,150	1,616,435	May 14 05:15 PM
Nicolelli Maurizio	Executive Vice President & CFO	May 08 '24	Sale	30.66	12,000	367,920	138,985	May 10 05:02 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Mar 12 '24	Sale	31.59	9,259	292,492	50,693	Mar 14 05:04 PM
Bhalla Vikas	EVP & Head of Outsourcing	Mar 06 '24	Sale	31.51	23,760	748,678	127,046	Mar 08 05:09 PM
Mahon Anita	EVP & Chief Growth Officer	Mar 02 '24	Option Exercise	0.00	7,950	0	97,320	Mar 05 06:29 PM
Kapoor Rohit	CEO & Vice Chairman	Feb 20 '24	Option Exercise	0.00	29,400	0	1,588,815	Feb 21 08:55 PM
Kapoor Rohit	CEO & Vice Chairman	Feb 17 '24	Option Exercise	0.00	44,250	0	1,633,065	Feb 21 08:55 PM
Jetley Vivek	EVP and Head of Analytics	Feb 19 '24	Option Exercise	0.00	5,460	0	337,540	Feb 21 08:55 PM
Jetley Vivek	EVP and Head of Analytics	Feb 17 '24	Option Exercise	0.00	7,445	0	341,965	Feb 21 08:55 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Feb 19 '24	Option Exercise	0.00	2,940	0	186,430	Feb 21 08:54 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Feb 17 '24	Option Exercise	0.00	3,325	0	188,304	Feb 21 08:54 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Feb 19 '24	Option Exercise	0.00	4,200	0	59,730	Feb 21 08:54 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Feb 17 '24	Option Exercise	0.00	5,260	0	62,753	Feb 21 08:54 PM
Nicolelli Maurizio	Executive Vice President & CFO	Feb 19 '24	Option Exercise	0.00	5,460	0	147,888	Feb 21 08:53 PM
Nicolelli Maurizio	Executive Vice President & CFO	Feb 17 '24	Option Exercise	0.00	8,650	0	154,389	Feb 21 08:53 PM
Mahon Anita	EVP & Chief Growth Officer	Feb 17 '24	Option Exercise	0.00	5,900	0	93,662	Feb 21 08:53 PM
Bhalla Vikas	EVP & Head of Outsourcing	Feb 19 '24	Option Exercise	0.00	10,375	0	149,257	Feb 21 08:53 PM
Bhalla Vikas	EVP & Head of Outsourcing	Feb 17 '24	Option Exercise	0.00	9,175	0	154,385	Feb 21 08:53 PM
Nicolelli Maurizio	Executive Vice President & CFO	Feb 16 '24	Option Exercise	0.00	4,855	0	144,339	Feb 20 06:10 PM
Nicolelli Maurizio	Executive Vice President & CFO	Feb 15 '24	Option Exercise	0.00	4,110	0	141,102	Feb 20 06:10 PM
Jetley Vivek	EVP and Head of Analytics	Feb 16 '24	Option Exercise	0.00	5,050	0	334,873	Feb 20 06:10 PM
Jetley Vivek	EVP and Head of Analytics	Feb 15 '24	Option Exercise	0.00	4,400	0	332,257	Feb 20 06:10 PM
Bhalla Vikas	EVP & Head of Outsourcing	Feb 16 '24	Option Exercise	0.00	5,435	0	141,002	Feb 20 06:09 PM
Bhalla Vikas	EVP & Head of Outsourcing	Feb 15 '24	Option Exercise	0.00	4,400	0	137,283	Feb 20 06:09 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Feb 16 '24	Option Exercise	0.00	2,915	0	57,083	Feb 20 06:09 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Feb 15 '24	Option Exercise	0.00	2,495	0	55,497	Feb 20 06:09 PM
Mahon Anita	EVP & Chief Growth Officer	Feb 16 '24	Option Exercise	0.00	3,300	0	89,450	Feb 20 06:08 PM
Mahon Anita	EVP & Chief Growth Officer	Feb 15 '24	Option Exercise	0.00	3,230	0	87,803	Feb 20 06:08 PM
Kapoor Rohit	CEO & Vice Chairman	Feb 16 '24	Option Exercise	0.00	31,455	0	1,559,415	Feb 20 06:08 PM
Kapoor Rohit	CEO & Vice Chairman	Feb 15 '24	Option Exercise	0.00	26,120	0	1,527,960	Feb 20 06:08 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Feb 16 '24	Option Exercise	0.00	3,300	0	185,119	Feb 20 06:07 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Feb 15 '24	Option Exercise	0.00	3,230	0	183,413	Feb 20 06:07 PM
Nicolelli Maurizio	Executive Vice President & CFO	Feb 05 '24	Option Exercise	0.00	7,375	0	139,895	Feb 06 05:30 PM
Nicolelli Maurizio	Executive Vice President & CFO	Jan 29 '24	Option Exercise	0.00	69,200	0	160,035	Jan 31 05:49 PM
Kini Narasimha	EVP, Emerging Bus Unit Leader	Jan 29 '24	Option Exercise	0.00	26,600	0	193,584	Jan 31 05:49 PM
Kapoor Rohit	CEO & Vice Chairman	Jan 29 '24	Option Exercise	0.00	354,000	0	1,501,840	Jan 31 05:48 PM
Mahon Anita	EVP & Chief Growth Officer	Jan 29 '24	Option Exercise	0.00	47,200	0	103,659	Jan 31 05:48 PM
Jetley Vivek	EVP and Head of Analytics	Jan 29 '24	Option Exercise	0.00	59,550	0	356,446	Jan 31 05:48 PM
Bhalla Vikas	EVP & Head of Outsourcing	Jan 29 '24	Option Exercise	0.00	73,400	0	161,509	Jan 31 05:47 PM
AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	Jan 29 '24	Option Exercise	0.00	42,100	0	75,714	Jan 31 05:42 PM

Open in Screener

WEX

WEX Inc

Sep 06 • 04:00PM ET

186.35

Dollar change -1.38
Percentage change -0.74	%

Technology • Software - Infrastructure • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJH VTI VB VXF VBK MDY IJK SPMD IWR SCHM

Index	-	P/E	32.17	EPS (ttm)	5.79	Insider Own	0.83%	Shs Outstand	41.90M	Perf Week	-2.24%
Market Cap	7.66B	Forward P/E	10.09	EPS next Y	18.47	Insider Trans	-3.41%	Shs Float	40.74M	Perf Month	10.14%
Income	246.10M	PEG	2.57	EPS next Q	4.45	Inst Own	103.03%	Short Float	4.16%	Perf Quarter	2.41%
Sales	2.64B	P/S	2.90	EPS this Y	9.15%	Inst Trans	-0.37%	Short Ratio	4.65	Perf Half Y	-18.66%
Book/sh	42.98	P/B	4.34	EPS next Y	14.28%	ROA	1.78%	Short Interest	1.69M	Perf Year	-6.22%
Cash/sh	124.17	P/C	1.50	EPS next 5Y	12.53%	ROE	13.86%	52W Range	161.95 - 244.04	Perf YTD	-4.21%
Dividend Est.	-	P/FCF	15.30	EPS past 5Y	9.78%	ROI	5.19%	52W High	-23.64%	Beta	1.54
Dividend TTM	-	Quick Ratio	1.03	Sales past 5Y	12.01%	Gross Margin	56.84%	52W Low	15.07%	ATR (14)	3.77
Dividend Ex-Date	-	Current Ratio	1.03	EPS Y/Y TTM	21.19%	Oper. Margin	25.52%	RSI (14)	55.75	Volatility	1.72% 1.79%
Employees	7200	Debt/Eq	2.36	Sales Y/Y TTM	7.00%	Profit Margin	9.32%	Recom	2.06	Target Price	221.00
Option/Short	Yes / Yes	LT Debt/Eq	1.66	EPS Q/Q	-16.51%	Payout	0.00%	Rel Volume	1.17	Prev Close	187.73
Sales Surprise	-0.93%	EPS Surprise	2.75%	Sales Q/Q	8.40%	Earnings	Jul 25 BMO	Avg Volume	364.37K	Price	186.35
SMA20	2.15%	SMA50	3.15%	SMA200	-6.36%	Trades		Volume	426,530	Change	-0.74%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-05-24	Initiated	Wells Fargo	Equal Weight	$200
Oct-20-23	Resumed	UBS	Neutral	$210
Oct-17-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$240
Jul-07-23	Initiated	Deutsche Bank	Hold	$190
Jun-02-22	Resumed	Evercore ISI	Outperform	$230
Apr-05-22	Initiated	Wells Fargo	Overweight	$205
Oct-13-21	Upgrade	BofA Securities	Neutral → Buy	$233
Oct-13-21	Upgrade	BofA Securities	Neutral → Buy
Jul-06-21	Resumed	Credit Suisse	Neutral	$210
Apr-12-21	Upgrade	Cowen	Market Perform → Outperform	$235 → $268
Feb-25-21	Downgrade	Wolfe Research	Outperform → Peer Perform
Jan-06-21	Upgrade	Wolfe Research	Peer Perform → Outperform
Jan-06-21	Downgrade	BofA Securities	Buy → Neutral
Dec-21-20	Resumed	Credit Suisse	Neutral	$205
Sep-29-20	Downgrade	Wolfe Research	Outperform → Peer Perform
Aug-27-20	Initiated	Mizuho	Buy	$225
Aug-03-20	Downgrade	Wells Fargo	Overweight → Equal Weight	$155
Jul-15-20	Initiated	Susquehanna	Positive	$210
Jul-14-20	Initiated	Goldman	Neutral	$164
Jun-01-20	Resumed	Oppenheimer	Outperform

Show Previous Ratings

Aug-24-24 01:18AM	Insider Selling at WEX Inc: COO Robert Deshaies Sells 1,651 Shares (GuruFocus.com)
Aug-14-24 08:00AM	WEX Wrap-Up for Wednesday August 14, 2024 (CNBC TV)
Aug-07-24 08:27AM	WEX Wrap-Up: Boeing to adjust plane design to avoid Alaska Air repeat (CNBC TV)
Aug-06-24 07:20PM	Insider Sale: Chief Risk and Compliance Officer Ann Drew Sells Shares of WEX Inc (WEX) (GuruFocus.com)
Aug-01-24 11:41PM	Insider Sale: Chief People Officer Melanie Tinto Sells 1,564 Shares of WEX Inc (WEX) (GuruFocus.com)
08:30AM	Loading…
Jul-29-24 08:30AM	WEX Announces Entry Into a $300 Million Accelerated Share Repurchase Agreement (Business Wire)
Jul-25-24 10:30PM	Wex (WEX) Q2 2024 Earnings Call Transcript (Motley Fool)
06:44AM	Wex: Q2 Earnings Snapshot (Associated Press Finance)
06:30AM	WEX Inc. Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-18-24 07:01PM	Insider Sale: CFO Jagtar Narula Sells Shares of WEX Inc (WEX) (GuruFocus.com)
Jul-11-24 08:00AM	WEX Inc. to Release Second Quarter 2024 Financial Results on July 25, 2024 (Business Wire)
Jul-10-24 12:10PM	WEX Inc. Secures Preliminary Injunction Against HP (Business Wire)
Jul-05-24 08:00AM	Contrarian Tech Plays: 3 Stocks Wall Street Foolishly Abandoned (InvestorPlace)
Jun-20-24 12:27PM	Indiana carrier seeks post-bankruptcy financing deal with factoring company (FreightWaves)
Jun-11-24 09:40AM	Why Wex (WEX) is a Top Value Stock for the Long-Term (Zacks)
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Jun-05-24 05:00PM	WEX Names Sara Trickett as Chief Legal Officer and Corporate Secretary (Business Wire)
May-28-24 09:40AM	Are Investors Undervaluing WEX (WEX) Right Now? (Zacks)
May-21-24 08:00AM	WEX to Present at the William Blair Growth Stock Conference (Business Wire)
May-13-24 11:20AM	Repay Holdings Corporation (NASDAQ:RPAY) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 09:40AM	Is WEX (WEX) Stock Undervalued Right Now? (Zacks)
May-07-24 08:00AM	WEX Reaches Agreement with Shell for Portfolio of Commercial Fleet Fuel Cards in North America (Business Wire)
May-03-24 09:40AM	Here's Why Wex (WEX) is a Strong Value Stock (Zacks)
May-02-24 04:30PM	WEX to Present at Upcoming Investor Conferences (Business Wire)
Apr-30-24 10:23AM	WEX Inc. (NYSE:WEX) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 02:24AM	Q1 2024 WEX Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-25-24 10:54AM	WEX Stock Earnings: WEX Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) -7.84%
09:30AM	Compared to Estimates, Wex (WEX) Q1 Earnings: A Look at Key Metrics (Zacks)
07:53AM	WEX Inc. (WEX) Q1 2024 Earnings: Aligns with EPS Projections Amidst Revenue Growth (GuruFocus.com)
07:40AM	Wex (WEX) Q1 Earnings and Revenues Lag Estimates (Zacks)
06:42AM	Wex: Q1 Earnings Snapshot (Associated Press Finance)
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06:30AM	WEX Inc. Reports First Quarter 2024 Financial Results (Business Wire)
06:25AM	WEX Signs Agreement with Leading Online Travel Platform Booking.com (Business Wire)
Apr-24-24 12:10PM	Will Wex (WEX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-23-24 09:15AM	Exploring Analyst Estimates for Wex (WEX) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-18-24 10:01AM	Wex (WEX) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:45AM	Why Wex (WEX) is a Top Growth Stock for the Long-Term (Zacks)
Apr-17-24 09:40AM	Why Wex (WEX) is a Top Value Stock for the Long-Term (Zacks)
Apr-16-24 08:15AM	WEX Streamlines Commercial EV Adoption with General Availability of At-Home and En Route Charging Products (Business Wire)
Apr-11-24 11:05AM	WEX INC. FILES FEDERAL LAWSUIT AGAINST HP TO PROTECT TRADEMARK AND BRAND (PR Newswire)
10:36AM	HP sued by Wex for trademark infringement over 'Wex' software (Reuters)
Apr-10-24 04:30PM	WEX Inc. to Release First Quarter 2024 Financial Results on April 25, 2024 (Business Wire)
Apr-03-24 04:15PM	WEX Hosts Tennis Legend Venus Williams at SPARK 2024 (Business Wire)
Apr-02-24 08:00AM	WEX Named to Newsweeks Americas Greatest Workplaces for Diversity, Women in 2024 (Business Wire)
Mar-08-24 01:28AM	WEX Inc CFO Jagtar Narula Sells Company Shares (GuruFocus.com)
Mar-07-24 11:49AM	ChargePoint Holdings, Inc. (NYSE:CHPT) Q4 2024 Earnings Call Transcript (Insider Monkey)
Mar-01-24 12:20PM	WEX to Present at 45th Annual Raymond James Institutional Investors Conference (Business Wire)
Feb-22-24 11:26PM	WEX Inc Insider Ann Drew Sells 4,531 Shares (GuruFocus.com)
Feb-15-24 09:00AM	WEX Board of Directors Authorizes Increased Share Repurchase Program (Business Wire)
Feb-14-24 08:00AM	WEX to Present at KBWs 2024 Fintech & Payments Conference (Business Wire)
Feb-13-24 09:40AM	Here's Why Wex (WEX) is a Strong Value Stock (Zacks)
Feb-09-24 10:41AM	WEX Inc. (NYSE:WEX) Q4 2023 Earnings Call Transcript (Insider Monkey)
04:25AM	Q4 2023 WEX Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-08-24 09:30AM	Here's What Key Metrics Tell Us About Wex (WEX) Q4 Earnings (Zacks)
07:40AM	Wex (WEX) Q4 Earnings and Revenues Surpass Estimates (Zacks)
06:58AM	WEX Inc. (WEX) Reports Record Q4 Revenue Amidst Economic Headwinds (GuruFocus.com)
06:56AM	Wex: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	WEX Inc. Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-05-24 09:16AM	Insights Into Wex (WEX) Q4: Wall Street Projections for Key Metrics (Zacks)
Feb-01-24 10:00AM	Wex (WEX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-25-24 08:00AM	WEX Inc. to Release Fourth Quarter and Full Year 2023 Financial Results on February 8, 2024 (Business Wire)
Jan-10-24 07:46AM	WEX CEO on the digital payment ecosystem and global business sentiment (CNBC TV)
Jan-04-24 09:45AM	Here's Why Wex (WEX) is a Strong Growth Stock (Zacks)
Dec-13-23 09:40AM	Why Wex (WEX) is a Top Value Stock for the Long-Term (Zacks)
Dec-12-23 06:30AM	WEX Names Sachin Dhawan New Chief Technology Officer (Business Wire)
Dec-11-23 06:30AM	WEX Elects Aimee Cardwell, Former Executive Vice President and Chief Information Security Officer of UnitedHealth Group, to its Board of Directors (Business Wire)
Dec-05-23 01:06PM	Reflecting Accelerating Growth in Health Savings Accounts (HSAs), Mesirow Tapped by WEX to Serve as RIA (PR Newswire)
Nov-30-23 09:45AM	Why Wex (WEX) is a Top Growth Stock for the Long-Term (Zacks)
05:10AM	Got $500? 3 Top Growth Stocks to Buy That Could Double Your Money (Motley Fool)
Nov-28-23 08:00AM	WEX to Present at the Raymond James TMT and Consumer Conference (Business Wire)
Nov-23-23 09:04AM	Insider Sell Alert: Director Jack Vanwoerkom Sells 2,000 Shares of WEX Inc (GuruFocus.com)
Nov-15-23 08:00AM	WEX to Present at the UBS Global Technology Conference (Business Wire)
Nov-03-23 09:45AM	Here's Why Wex (WEX) is a Strong Growth Stock (Zacks)
07:03AM	Insider Buying: Director Stephen Smith Acquires 1,000 Shares of WEX Inc (GuruFocus.com)
Nov-02-23 04:15PM	WEX Completes Acquisition of Payzer (Business Wire)
Nov-01-23 09:40AM	Here's Why Wex (WEX) is a Strong Value Stock (Zacks)
Oct-30-23 09:57AM	WEX Stock Barely Moves Despite Q3 Earnings and Revenue Beat (Zacks)
09:35AM	Down -13.17% in 4 Weeks, Here's Why You Should You Buy the Dip in Wex (WEX) (Zacks)
01:36AM	The WEX Inc (WEX) Company: A Short SWOT Analysis (GuruFocus.com)
Oct-27-23 12:06PM	WEX Inc. (NYSE:WEX) Q3 2023 Earnings Call Transcript (Insider Monkey)
09:35AM	After Plunging -13.55% in 4 Weeks, Here's Why the Trend Might Reverse for Wex (WEX) (Zacks)
03:27AM	Q3 2023 WEX Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-26-23 08:02AM	WEX Inc. (WEX) Reports Q3 2023 Financial Results (GuruFocus.com) -7.96%
06:47AM	Wex: Q3 Earnings Snapshot (Associated Press Finance)
06:31AM	WEX Inc. Reports Third Quarter 2023 Financial Results (Business Wire)
06:30AM	WEX Signs Definitive Agreement to Acquire Payzer (Business Wire)
Oct-25-23 10:39AM	Visa (V) Q4 Earnings Beat on Cross-Border Volume, Dividend Hiked (Zacks)
Oct-19-23 12:02PM	Decoding Ownership and Performance: WEX Inc(WEX) (GuruFocus.com)
Oct-12-23 04:30PM	WEX Inc. to Release Third Quarter 2023 Financial Results on October 26, 2023 (Business Wire)
01:54PM	WEX Stock Rises 42% in a Year: Here's What You Should Know (Zacks)
Sep-22-23 02:12PM	Nayax (NYAX) Soars 7.9%: Is Further Upside Left in the Stock? (Zacks)
Sep-07-23 11:58AM	3 Reasons Why You Should Retain WEX Stock in Your Portfolio (Zacks)
Sep-01-23 01:26PM	WEX Stock Gains 11.2% in the Past Three Months: Here's How (Zacks)
Aug-10-23 06:07AM	3 Stocks to Buy for This Tough-as-Nails Market (InvestorPlace)
Aug-05-23 10:51AM	Is Now The Time To Put WEX (NYSE:WEX) On Your Watchlist? (Simply Wall St.)
Aug-02-23 01:09PM	WEX Stock Barely Moves Despite Q2 Earnings and Revenues Beat (Zacks)
Aug-01-23 04:30PM	WEX Releases Third Environmental, Social, and Governance Report Chronicling Progress and Providing a Glimpse into Future Sustainability Endeavors (Business Wire)
Jul-29-23 04:20AM	WEX Inc. (NYSE:WEX) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jul-28-23 03:01AM	Q2 2023 WEX Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-27-23 06:44AM	Wex: Q2 Earnings Snapshot (AP Finance)
06:35AM	WEX Venture Capital Seeks to Invest up to $100M to Help Advance EV Fleet Transition (Business Wire)

WEX, Inc. engages in the provision of payment processing and information management solutions. It offers fuel cards and fleets, employee benefits, and business payments products. It operates through the following segments: Mobility, Corporate Payments, and Benefits. The Mobility segment offers fleet vehicle payment solutions, transaction processing, and information management services. The Corporate Payments segment focuses on the complex payment environment of global business to business payments. The Benefits Segment provides SaaS software with embedded payment solutions and plan administration services for consumer directed health benefits. The company was founded by Parker Poole III and William Richardson in 1983 and is headquartered in Portland, ME.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Deshaies Robert Joseph	COO, Benefits	Aug 21 '24	Sale	181.67	1,651	299,937	7,757	Aug 23 06:41 PM
Deshaies Robert Joseph	Officer	Aug 21 '24	Proposed Sale	181.64	1,651	299,882		Aug 21 02:40 PM
Drew Ann Elena	Chief Risk and Compliance	Aug 02 '24	Sale	172.73	1,182	204,167	5,584	Aug 06 04:23 PM
Drew Ann Elena	Officer	Aug 02 '24	Proposed Sale	172.70	1,182	204,126		Aug 02 10:57 AM
Tinto Melanie J	Chief People Officer	Jul 31 '24	Sale	185.04	1,564	289,403	8,461	Aug 01 05:25 PM
Tinto Melanie J	Officer	Jul 31 '24	Proposed Sale	185.00	1,564	289,347		Jul 31 10:40 AM
Narula Jagtar	Chief Financial Officer	Jul 16 '24	Sale	190.00	540	102,600	7,628	Jul 18 04:30 PM
Narula Jagtar	Chief Financial Officer	Jul 08 '24	Sale	180.00	540	97,200	8,168	Jul 10 08:36 PM
Narula Jagtar	Chief Financial Officer	Jun 15 '24	Option Exercise	0.00	5,484	0	10,185	Jun 18 04:56 PM
GHOSH SHIKHAR	Director	May 11 '24	Option Exercise	0.00	1,147	0	48,767	May 13 07:48 PM
Altobello Nancy A.	Director	May 11 '24	Option Exercise	0.00	1,147	0	3,427	May 13 07:47 PM
Callahan Don	Director	May 11 '24	Option Exercise	0.00	1,147	0	8,270	May 13 07:47 PM
Roman Derrick A.	Director	May 11 '24	Option Exercise	0.00	1,147	0	3,907	May 13 07:47 PM
Sobbott Susan	Director	May 11 '24	Option Exercise	0.00	1,147	0	5,354	May 13 07:46 PM
GROCH JAMES R	Director	May 11 '24	Option Exercise	0.00	1,147	0	12,662	May 13 07:46 PM
Neary James	Director	May 11 '24	Option Exercise	0.00	1,147	0	7,223	May 13 07:46 PM
Smith Stephen Montgomery	Director	May 11 '24	Option Exercise	0.00	1,147	0	6,011	May 13 07:45 PM
VANWOERKOM JACK	Director	May 11 '24	Option Exercise	0.00	1,147	0	9,466	May 13 07:45 PM
Deshaies Robert Joseph	COO, Americas	May 02 '24	Sale	211.01	1,897	400,286	9,408	May 06 05:40 PM
Carriedo Carlos	COO, International	May 02 '24	Sale	211.99	683	144,789	683	May 06 05:40 PM
Kimball Jennifer	Chief Accounting Officer	May 02 '24	Sale	211.55	1,200	253,860	1,909	May 06 05:40 PM
Trickett Sara	SVP, Acting General Counsel	May 01 '24	Sale	210.43	734	154,456	0	May 03 06:44 PM
Narula Jagtar	Chief Financial Officer	Mar 19 '24	Sale	233.24	309	72,071	5,528	Mar 21 05:16 PM
Deshaies Robert Joseph	COO, Americas	Mar 15 '24	Option Exercise	0.00	10,944	0	15,433	Mar 19 09:07 PM
Stroup Karen B.	Chief Digital Officer	Mar 15 '24	Option Exercise	0.00	6,851	0	7,357	Mar 19 09:07 PM
Kimball Jennifer	Chief Accounting Officer	Mar 15 '24	Option Exercise	0.00	2,864	0	3,747	Mar 19 09:07 PM
Narula Jagtar	Chief Financial Officer	Mar 15 '24	Option Exercise	0.00	7,092	0	8,592	Mar 19 09:06 PM
Smith Melissa D	Chair, CEO, and President	Mar 15 '24	Option Exercise	0.00	39,298	0	117,457	Mar 19 09:06 PM
Dearborn Joel Alan JR	Chief Strategy Officer	Mar 15 '24	Option Exercise	0.00	8,844	0	23,085	Mar 19 09:06 PM
Trickett Sara	SVP, Acting General Counsel	Mar 15 '24	Option Exercise	0.00	1,323	0	1,198	Mar 19 09:06 PM
Tinto Melanie J	Chief Human Resources Officer	Mar 15 '24	Option Exercise	0.00	6,145	0	12,145	Mar 19 09:05 PM
Drew Ann Elena	Chief Risk and Compliance	Mar 15 '24	Option Exercise	0.00	5,596	0	7,708	Mar 19 09:05 PM
Carriedo Carlos	COO, International	Mar 15 '24	Option Exercise	0.00	2,579	0	1,907	Mar 19 09:05 PM
Rapkin Hilary A	Chief Legal Officer	Mar 15 '24	Option Exercise	0.00	7,019	0	16,827	Mar 19 09:05 PM
Narula Jagtar	Chief Financial Officer	Mar 05 '24	Sale	221.07	1,725	381,346	1,759	Mar 07 05:50 PM
Deshaies Robert Joseph	COO, Americas	Feb 23 '24	Sale	221.85	1,500	332,775	5,570	Feb 27 06:08 PM
Drew Ann Elena	Chief Risk and Compliance	Feb 20 '24	Option Exercise	102.32	2,029	207,603	8,184	Feb 22 05:57 PM
Drew Ann Elena	Chief Risk and Compliance	Feb 20 '24	Sale	218.03	4,531	987,894	3,653	Feb 22 05:57 PM
Rapkin Hilary A	Chief Legal Officer	Feb 16 '24	Option Exercise	109.66	1,617	177,320	16,369	Feb 21 05:17 PM
Rapkin Hilary A	Chief Legal Officer	Feb 16 '24	Sale	222.55	5,800	1,290,790	10,569	Feb 21 05:17 PM
Kimball Jennifer	Chief Accounting Officer	Feb 16 '24	Option Exercise	163.22	188	30,685	1,871	Feb 21 05:17 PM
Kimball Jennifer	Chief Accounting Officer	Feb 16 '24	Sale	222.24	574	127,566	1,297	Feb 21 05:17 PM
Tinto Melanie J	Chief Human Resources Officer	Feb 16 '24	Option Exercise	184.81	1,371	253,375	8,422	Feb 21 05:16 PM
Tinto Melanie J	Chief Human Resources Officer	Feb 16 '24	Sale	223.25	1,815	405,199	6,607	Feb 21 05:16 PM
Trickett Sara	SVP, Acting General Counsel	Feb 16 '24	Sale	224.61	887	199,229	0	Feb 21 05:16 PM
Smith Melissa D	Chair, CEO, and President	Feb 16 '24	Option Exercise	103.75	13,000	1,348,750	94,998	Feb 21 05:15 PM
Smith Melissa D	Chair, CEO, and President	Feb 16 '24	Sale	222.33	13,000	2,890,290	81,998	Feb 21 05:15 PM
Smith Melissa D	Chair, CEO, and President	Jan 22 '24	Option Exercise	99.69	41,107	4,097,957	123,105	Jan 24 05:54 PM
Smith Melissa D	Chair, CEO, and President	Jan 22 '24	Sale	205.00	41,107	8,426,935	81,998	Jan 24 05:54 PM
Kimball Jennifer	Chief Accounting Officer	Jan 19 '24	Option Exercise	0.00	1,144	0	2,055	Jan 23 05:05 PM
Deshaies Robert Joseph	COO, Americas	Dec 29 '23	Sale	195.98	1,000	195,980	7,070	Jan 03 08:11 PM
VANWOERKOM JACK	Director	Nov 21 '23	Sale	174.38	2,000	348,760	8,319	Nov 22 06:33 PM
Kimball Jennifer	Chief Accounting Officer	Nov 07 '23	Sale	173.87	399	69,374	911	Nov 08 08:37 PM
Smith Stephen Montgomery	Director	Oct 31 '23	Buy	165.31	1,000	165,310	4,864	Nov 02 08:11 PM

Open in Screener

ACCD

Accolade Inc

Sep 06 • 04:00PM ET

4.03

Dollar change -0.18
Percentage change -4.28	%

Healthcare • Health Information Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: ARKG VTI IWM VXF IWN SCHA KOMP VTWO DFAT VHT

Index	RUT	P/E	-	EPS (ttm)	-1.16	Insider Own	14.15%	Shs Outstand	78.07M	Perf Week	-6.50%
Market Cap	322.44M	Forward P/E	-	EPS next Y	-0.99	Insider Trans	-0.54%	Shs Float	68.69M	Perf Month	13.20%
Income	-88.99M	PEG	-	EPS next Q	-0.44	Inst Own	69.97%	Short Float	5.61%	Perf Quarter	-41.42%
Sales	431.53M	P/S	0.75	EPS this Y	15.65%	Inst Trans	1.49%	Short Ratio	2.50	Perf Half Y	-57.71%
Book/sh	5.52	P/B	0.73	EPS next Y	12.20%	ROA	-10.83%	Short Interest	3.86M	Perf Year	-69.35%
Cash/sh	2.88	P/C	1.40	EPS next 5Y	-0.90%	ROE	-20.01%	52W Range	3.35 - 15.36	Perf YTD	-66.44%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-2.85%	ROI	-13.31%	52W High	-73.76%	Beta	1.98
Dividend TTM	-	Quick Ratio	2.75	Sales past 5Y	36.31%	Gross Margin	37.08%	52W Low	20.30%	ATR (14)	0.23
Dividend Ex-Date	-	Current Ratio	2.75	EPS Y/Y TTM	46.39%	Oper. Margin	-24.13%	RSI (14)	45.36	Volatility	4.79% 5.58%
Employees	2400	Debt/Eq	0.55	Sales Y/Y TTM	16.37%	Profit Margin	-20.62%	Recom	1.68	Target Price	7.87
Option/Short	Yes / Yes	LT Debt/Eq	0.54	EPS Q/Q	32.71%	Payout	-	Rel Volume	1.16	Prev Close	4.21
Sales Surprise	4.26%	EPS Surprise	27.08%	Sales Q/Q	18.49%	Earnings	Jun 27 AMC	Avg Volume	1.54M	Price	4.03
SMA20	-2.89%	SMA50	1.42%	SMA200	-50.81%	Trades		Volume	1,786,032	Change	-4.28%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-28-24	Reiterated	Needham	Buy	$13 → $8
Feb-26-24	Initiated	Leerink Partners	Outperform	$16
Jan-17-24	Resumed	DA Davidson	Neutral	$16 → $14
Jan-03-24	Initiated	Barclays	Equal Weight	$13
May-24-23	Upgrade	BofA Securities	Neutral → Buy	$16.50
Apr-12-23	Initiated	Stephens	Overweight	$18
Mar-23-23	Upgrade	Guggenheim	Neutral → Buy	$16
Feb-09-23	Downgrade	Jefferies	Buy → Hold	$14
Feb-02-23	Initiated	Raymond James	Outperform	$15
Sep-08-22	Resumed	Piper Sandler	Overweight	$12
Sep-07-22	Initiated	Truist	Buy	$15
Aug-12-22	Initiated	DA Davidson	Buy	$16
May-02-22	Upgrade	Wells Fargo	Underweight → Equal Weight	$6
Apr-29-22	Downgrade	SVB Leerink	Outperform → Mkt Perform	$32 → $8
Apr-29-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$30 → $9
Apr-29-22	Downgrade	Credit Suisse	Outperform → Neutral	$33 → $9
Apr-29-22	Downgrade	BTIG Research	Buy → Neutral
Apr-29-22	Downgrade	BofA Securities	Buy → Neutral	$45 → $9
Apr-11-22	Initiated	Wells Fargo	Underweight	$9
Apr-07-22	Initiated	Guggenheim	Neutral

Show Previous Ratings

Aug-30-24 12:00PM	All You Need to Know About Accolade (ACCD) Rating Upgrade to Buy (Zacks)
Aug-28-24 08:00AM	Accolade To Present at Morgan Stanley 22nd Annual Global Healthcare Conference (GlobeNewswire)
Aug-22-24 10:03AM	First-of-its-kind Healthcare Innovation Provides Synchronized, Customized Whole-Health Strategies (PR Newswire)
Aug-07-24 08:00AM	Accolade To Present at Canaccord Genuity 44th Annual Growth Conference & Private Company Showcase (GlobeNewswire)
Jul-12-24 09:35AM	After Plunging -46.98% in 4 Weeks, Here's Why the Trend Might Reverse for Accolade (ACCD) (Zacks)
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Jul-11-24 09:35AM	After Plunging -47.01% in 4 Weeks, Here's Why the Trend Might Reverse for Accolade (ACCD) (Zacks)
Jun-28-24 09:55AM	Accolade Stock on Pace for All-Time Low as Guidance Disappoints. The Case to Buy the Dip. (Barrons.com) -43.97%
08:04AM	Accolade Stock Sinks After Guidance Disappoints. The Case to Buy the Dip. (Barrons.com)
08:03AM	Accolade, Inc. (NASDAQ:ACCD) Q1 2025 Earnings Call Transcript (Insider Monkey)
07:58AM	Midday movers: Nike and Accolade fall; Humana and Infinera rise (Investing.com)
07:39AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday (InvestorPlace)
Jun-27-24 08:53PM	ACCD Stock Earnings: Accolade Beats EPS, Beats Revenue for Q1 2025 (InvestorPlace)
05:15PM	Accolade (ACCD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:09PM	Accolade: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:03PM	Accolade Announces Results for Fiscal First Quarter 2025 (GlobeNewswire)
08:59AM	Loading…
08:59AM	Is Accolade Inc. (ACCD) a Good Small-Cap Stock to Buy? (Insider Monkey)
Jun-26-24 04:36PM	Top 10 Small-Cap Stocks with Highest Upside Potential (Insider Monkey)
Jun-14-24 06:55AM	Can Accolade (ACCD) Sustain an Annual Revenue Growth Rate of 20%? (Insider Monkey)
Jun-12-24 08:00AM	Accolade to Announce Fiscal First Quarter 2025 Financial Results (GlobeNewswire)
May-29-24 08:00AM	Accolade To Present at William Blair Growth Stock Conference (GlobeNewswire) -5.49%
May-21-24 09:00AM	Accolade Welcomes Noom to Trusted Partner Ecosystem (PR Newswire) -5.21%
May-10-24 11:45AM	Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought (Motley Fool)
Apr-30-24 11:04AM	Wells Fargo Cuts Price Target on Accolade to $10 From $12, Maintains Equalweight Rating (MT Newswires) -6.84%
08:45AM	Accolade, Inc. (NASDAQ:ACCD) Q4 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 06:32PM	10 Cathie Wood Stocks Insiders are Selling (Insider Monkey) -14.15%
12:47PM	Morgan Stanley Trims Accolade's Price Target to $12 From $13, Maintains Equal Weight Rating (MT Newswires)
06:41AM	Q4 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents)
03:38AM	Accolade Inc (ACCD) Q4 2024 Earnings Call Transcript Highlights: Record Revenue and Strategic ... (GuruFocus.com)
Apr-25-24 05:42PM	Accolade Inc (ACCD) Surpasses Revenue Expectations and Narrows Losses in Fiscal Q4 and Full ... (GuruFocus.com)
05:15PM	Accolade (ACCD) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:14PM	Loading…
04:14PM	Accolade: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:03PM	Accolade Announces Results for Fiscal Fourth Quarter and Full Year 2024 (GlobeNewswire)
Apr-03-24 08:00AM	Accolade to Announce Fiscal Fourth Quarter 2024 Financial Results (GlobeNewswire)
Mar-20-24 09:00AM	Accolade Wins 2024 Artificial Intelligence Excellence Award (PR Newswire)
Mar-19-24 09:00AM	Accolade Promotes Kelsi McDonald Harris to Chief People Officer (PR Newswire)
Feb-28-24 08:00AM	Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Feb-27-24 09:00AM	Accolade Welcomes Brightline to Trusted Partner Ecosystem (PR Newswire)
Feb-23-24 05:15AM	20 Most Valuable Digital Health Companies In The US (Insider Monkey)
Feb-07-24 09:40AM	Are Business Services Stocks Lagging Accolade (ACCD) This Year? (Zacks)
Feb-05-24 09:55AM	Does Accolade (ACCD) Have the Potential to Rally 25.58% as Wall Street Analysts Expect? (Zacks)
Jan-23-24 09:00AM	Accolade Welcomes Kindbody to Trusted Partner Ecosystem (PR Newswire)
Jan-19-24 09:55AM	Wall Street Analysts Predict a 26.85% Upside in Accolade (ACCD): Here's What You Should Know (Zacks)
08:36AM	Why Accolade (ACCD) Stock Might be a Great Pick (Zacks)
Jan-11-24 09:03AM	Accolade, Inc. (NASDAQ:ACCD) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jan-09-24 11:05AM	Q3 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents) +29.00%
Jan-08-24 10:35PM	Accolade Inc (ACCD) Reports Revenue Growth and Shrinking Net Loss in Fiscal Q3 2024 (GuruFocus.com)
09:51PM	ACCD Stock Earnings: Accolade Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)
04:11PM	Accolade: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:03PM	Accolade Announces Results for Fiscal Third Quarter 2024 (GlobeNewswire)
Jan-02-24 08:00AM	Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Jan-01-24 10:00AM	Will Accolade (ACCD) Report Negative Earnings Next Week? What You Should Know (Zacks)
Dec-11-23 08:00AM	Accolade to Announce Fiscal Third Quarter 2024 Financial Results (GlobeNewswire)
Dec-05-23 09:40AM	Is Accolade (ACCD) Stock Outpacing Its Business Services Peers This Year? (Zacks)
Nov-27-23 08:00AM	Accolade To Present at Piper Sandler 35th Annual Healthcare Conference (GlobeNewswire)
Nov-16-23 04:03PM	Accolade Announces Repurchase of $76.5 Million of 0.50% Convertible Senior Notes Due 2026 (GlobeNewswire) +5.91%
Nov-08-23 03:00PM	Accolade To Present at Stephens Annual Investment Conference (GlobeNewswire)
11:11AM	Accolade Named to 2023 Deloitte Technology Fast 500 (PR Newswire)
Nov-02-23 09:35AM	Down -31.39% in 4 Weeks, Here's Why Accolade (ACCD) Looks Ripe for a Turnaround (Zacks)
Oct-09-23 09:35AM	Here's Why Accolade (ACCD) is Poised for a Turnaround After Losing -36.43% in 4 Weeks (Zacks)
09:00AM	GLP-1 Coverage in Employer Plans Could Nearly Double in 2024 (PR Newswire)
Oct-06-23 11:31AM	Why Shares of Accolade Fell This Week (Motley Fool)
Oct-05-23 08:21AM	Accolade, Inc. (NASDAQ:ACCD) Q2 2024 Earnings Call Transcript (Insider Monkey) -13.13%
06:50AM	Q2 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-04-23 05:43PM	Accolade Inc (ACCD) Reports Strong Q2 2024 Earnings, Exceeds Top and Bottom Line Guidance (GuruFocus.com)
05:25PM	Accolade (ACCD) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Accolade: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Accolade Announces Results for Fiscal Second Quarter 2024 (GlobeNewswire)
Sep-20-23 08:00AM	Accolade to Announce Fiscal Second Quarter 2024 Financial Results (GlobeNewswire)
Sep-18-23 09:00AM	Accolade Expands Physician-Executive Leadership to Enhance Care Delivery and Improve the Healthcare Experience (PR Newswire)
Sep-13-23 09:09PM	Insider Sell: Accolade Inc President Robert Cavanaugh Sells 215 Shares (GuruFocus.com)
Sep-06-23 02:08PM	CORRECTING and REPLACING -- Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Sep-05-23 08:00AM	Accolade To Present at Upcoming Investor Conferences (GlobeNewswire)
Sep-01-23 10:00AM	Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought (Motley Fool)
Aug-24-23 10:29AM	Cathie Wood Just Sold Shopify -- and Bought These 7 Potentially Explosive Growth Stocks (Motley Fool)
Jul-27-23 07:36AM	Accolade, Inc.'s (NASDAQ:ACCD) Intrinsic Value Is Potentially 91% Above Its Share Price (Simply Wall St.)
Jul-26-23 09:40AM	Are Business Services Stocks Lagging Accolade (ACCD) This Year? (Zacks)
Jul-10-23 07:30AM	Despite Accolade's Pullback, Insiders Still Gained US$31k (Simply Wall St.) +7.59%
Jul-02-23 09:47AM	Accolade, Inc. (NASDAQ:ACCD) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jun-30-23 06:42PM	Why Accolade Stock Popped by Almost 7% Today (Motley Fool) +6.57%
10:11AM	Q1 2024 Accolade Inc Earnings Call (Thomson Reuters StreetEvents)
Jun-29-23 06:00PM	Shareholders Like What These 2 Companies Just Told Them (Motley Fool)
05:15PM	Accolade (ACCD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:10PM	Accolade: Fiscal Q1 Earnings Snapshot (AP Finance)
04:03PM	Accolade Announces Results for Fiscal First Quarter 2024 (GlobeNewswire)
Jun-13-23 08:00AM	Accolade to Announce Fiscal First Quarter 2024 Financial Results (GlobeNewswire) +5.85%
Jun-08-23 02:51PM	Investors Still Waiting For A Pull Back In Accolade, Inc. (NASDAQ:ACCD) (Simply Wall St.)
Jun-07-23 09:00AM	Equip Partnership Adds Eating Disorder Support to Accolade's Trusted Partner Ecosystem (PR Newswire)
Jun-05-23 09:00AM	Report: Employees are Overwhelmed, Delaying Care at High Rates (PR Newswire)
Jun-01-23 11:04AM	Accolade To Present at Stifel 2023 Cross Sector Insight Conference (GlobeNewswire)
May-25-23 03:34AM	4 big analyst picks: NVIDIA upgraded after crushing estimates (Investing.com) -5.88%
May-24-23 12:00PM	Accolade (ACCD) Upgraded to Buy: What Does It Mean for the Stock? (Zacks) +7.49%
May-08-23 08:00AM	Accolade Announces Upcoming Investor Events (GlobeNewswire)
Apr-29-23 08:10AM	Accolade Full Year 2023 Earnings: In Line With Expectations (Simply Wall St.)
Apr-28-23 12:22PM	Q4 2023 Accolade Inc Earnings Call (Thomson Reuters StreetEvents) -15.75%
Apr-27-23 05:25PM	Accolade (ACCD) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:32PM	Accolade: Fiscal Q4 Earnings Snapshot (AP Finance)
04:03PM	Accolade Announces Results for Fiscal Fourth Quarter and Full Year 2023 (GlobeNewswire)
Apr-24-23 04:05PM	Accolade to Webcast Analyst Day on May 8, 2023 (GlobeNewswire)
Apr-14-23 07:10AM	Accolade, Inc.'s (NASDAQ:ACCD) high institutional ownership speaks for itself as stock continues to impress, up 9.4% over last week (Simply Wall St.)
Apr-11-23 08:00AM	Accolade to Announce Fiscal Fourth Quarter 2023 Financial Results (GlobeNewswire)

Accolade, Inc. engages in the provision of technology-enabled health and benefits solutions. The company was founded by Thomas K. Spann and J. Michael Cline in January 2007 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SINGH RAJEEV	Chief Executive Officer	Sep 04 '24	Sale	4.22	1,527	6,450	787,024	Sep 05 09:48 AM
Cavanaugh Robert N	President	Sep 04 '24	Sale	4.22	470	1,985	194,758	Sep 05 09:46 AM
Barnes Stephen H.	Chief Financial Officer	Sep 04 '24	Sale	4.22	452	1,909	200,552	Sep 05 09:45 AM
Eskew Richard	EVP General Counsel	Sep 04 '24	Sale	4.22	331	1,398	50,894	Sep 05 09:43 AM
McHugh Colin	Chief Accounting Officer	Sep 04 '24	Sale	4.22	430	1,816	53,355	Sep 05 09:41 AM
SINGH RAJEEV	Officer	Sep 04 '24	Proposed Sale	4.22	1,527	6,451		Sep 04 04:08 PM
McHugh Colin	Officer	Sep 04 '24	Proposed Sale	4.22	430	1,816		Sep 04 04:04 PM
Eskew Richard	Officer	Sep 04 '24	Proposed Sale	4.22	331	1,398		Sep 04 03:53 PM
Cavanaugh Robert N	Officer	Sep 04 '24	Proposed Sale	4.22	470	1,985		Sep 04 03:46 PM
Barnes Stephen H.	Officer	Sep 04 '24	Proposed Sale	4.22	452	1,909		Sep 04 03:44 PM
Barnes Stephen H.	Chief Financial Officer	Aug 19 '24	Sale	4.14	119	493	199,435	Aug 20 11:19 AM
Cavanaugh Robert N	President	Aug 19 '24	Sale	4.14	153	634	193,659	Aug 20 11:17 AM
SINGH RAJEEV	Chief Executive Officer	Aug 19 '24	Sale	4.14	373	1,546	784,765	Aug 20 11:15 AM
SINGH RAJEEV	Officer	Aug 19 '24	Proposed Sale	4.14	373	1,546		Aug 19 04:44 PM
Barnes Stephen H.	Officer	Aug 19 '24	Proposed Sale	4.14	119	493		Aug 19 04:29 PM
Cavanaugh Robert N	Officer	Aug 19 '24	Proposed Sale	4.14	153	634		Aug 19 03:37 PM
Cavanaugh Robert N	President	Aug 13 '24	Sale	3.90	213	830	193,302	Aug 14 12:50 PM
Barnes Stephen H.	Chief Financial Officer	Aug 13 '24	Sale	3.90	221	861	199,139	Aug 14 12:48 PM
SINGH RAJEEV	Chief Executive Officer	Aug 13 '24	Sale	3.90	662	2,580	784,205	Aug 14 12:45 PM
SINGH RAJEEV	Officer	Aug 13 '24	Proposed Sale	3.90	662	2,580		Aug 13 03:55 PM
Cavanaugh Robert N	Officer	Aug 13 '24	Proposed Sale	3.90	213	830		Aug 13 03:38 PM
Barnes Stephen H.	Officer	Aug 13 '24	Proposed Sale	3.90	221	861		Aug 13 03:34 PM
McHugh Colin	Chief Accounting Officer	Aug 02 '24	Sale	3.71	470	1,743	52,251	Aug 05 11:29 AM
Cavanaugh Robert N	President	Aug 02 '24	Sale	3.71	491	1,821	192,805	Aug 05 11:28 AM
Barnes Stephen H.	Chief Financial Officer	Aug 02 '24	Sale	3.71	470	1,743	198,590	Aug 05 11:26 AM
Eskew Richard	EVP General Counsel	Aug 02 '24	Sale	3.71	345	1,280	50,079	Aug 05 11:25 AM
SINGH RAJEEV	Chief Executive Officer	Aug 02 '24	Sale	3.71	1,590	5,897	783,217	Aug 05 11:22 AM
Barnes Stephen H.	Officer	Aug 02 '24	Proposed Sale	3.71	470	1,743		Aug 02 03:43 PM
McHugh Colin	Officer	Aug 02 '24	Proposed Sale	3.71	470	1,743		Aug 02 03:36 PM
Cavanaugh Robert N	Officer	Aug 02 '24	Proposed Sale	3.71	491	1,821		Aug 02 03:21 PM
Eskew Richard	Officer	Aug 02 '24	Proposed Sale	3.71	345	1,280		Aug 02 03:21 PM
SINGH RAJEEV	Officer	Aug 02 '24	Proposed Sale	3.71	1,590	5,898		Aug 02 03:13 PM
Cavanaugh Robert N	President	Jul 17 '24	Sale	3.86	157	606	191,728	Jul 18 09:36 AM
SINGH RAJEEV	Chief Executive Officer	Jul 17 '24	Sale	3.86	383	1,477	781,021	Jul 18 09:33 AM
Barnes Stephen H.	Chief Financial Officer	Jul 17 '24	Sale	3.86	122	471	197,492	Jul 18 09:29 AM
Barnes Stephen H.	Chief Financial Officer	Jul 11 '24	Sale	3.52	219	771	197,200	Jul 12 03:21 PM
SINGH RAJEEV	Chief Executive Officer	Jul 11 '24	Sale	3.52	649	2,285	780,472	Jul 12 03:19 PM
Cavanaugh Robert N	President	Jul 11 '24	Sale	3.52	208	732	191,376	Jul 12 03:16 PM
Barnes Stephen H.	Chief Financial Officer	Jul 02 '24	Sale	3.54	436	1,544	196,649	Jul 03 09:36 AM
Cavanaugh Robert N	President	Jul 02 '24	Sale	3.54	457	1,618	190,874	Jul 03 09:34 AM
SINGH RAJEEV	Chief Executive Officer	Jul 02 '24	Sale	3.54	1,517	5,372	779,471	Jul 03 09:32 AM
Eskew Richard	EVP General Counsel	Jul 02 '24	Sale	3.54	345	1,222	49,279	Jul 03 09:30 AM
McHugh Colin	Chief Accounting Officer	Jul 02 '24	Sale	3.54	523	1,852	51,187	Jul 03 09:27 AM
Cavanaugh Robert N	President	Jun 18 '24	Sale	6.13	155	950	189,763	Jun 20 11:02 AM
Barnes Stephen H.	Chief Financial Officer	Jun 18 '24	Sale	6.13	121	742	195,517	Jun 20 11:00 AM
SINGH RAJEEV	Chief Executive Officer	Jun 18 '24	Sale	6.13	379	2,323	777,203	Jun 20 10:59 AM
Barnes Stephen H.	Chief Financial Officer	Jun 12 '24	Sale	6.62	5,482	36,263	195,223	Jun 13 01:50 PM
Eskew Richard	EVP General Counsel	Jun 12 '24	Sale	6.62	3,229	21,360	48,478	Jun 13 01:48 PM
McHugh Colin	Chief Accounting Officer	Jun 12 '24	Sale	6.62	5,543	36,667	50,177	Jun 13 01:44 PM
Cavanaugh Robert N	President	Jun 12 '24	Sale	6.62	5,728	37,891	189,408	Jun 13 01:42 PM
SINGH RAJEEV	Chief Executive Officer	Jun 12 '24	Sale	6.62	18,617	123,151	776,649	Jun 13 01:39 PM
Cavanaugh Robert N	President	Jun 11 '24	Sale	6.45	223	1,438	176,315	Jun 12 09:47 AM
SINGH RAJEEV	Chief Executive Officer	Jun 11 '24	Sale	6.45	690	4,450	749,836	Jun 12 09:44 AM
Barnes Stephen H.	Chief Financial Officer	Jun 11 '24	Sale	6.45	231	1,490	181,884	Jun 12 09:42 AM
Barnes Stephen H.	Chief Financial Officer	May 17 '24	Sale	7.27	121	880	179,366	May 20 01:47 PM
Cavanaugh Robert N	President	May 17 '24	Sale	7.27	154	1,120	173,327	May 20 01:43 PM
SINGH RAJEEV	Chief Executive Officer	May 17 '24	Sale	7.27	376	2,735	748,876	May 20 01:41 PM
Barnes Stephen H.	Chief Financial Officer	May 13 '24	Sale	7.44	214	1,593	179,072	May 14 09:30 AM
Cavanaugh Robert N	President	May 13 '24	Sale	7.44	206	1,533	172,971	May 14 09:28 AM
SINGH RAJEEV	Chief Executive Officer	May 13 '24	Sale	7.44	640	4,764	748,319	May 14 09:25 AM
McHugh Colin	Chief Accounting Officer	May 02 '24	Sale	7.28	424	3,087	37,822	May 03 11:30 AM
Eskew Richard	EVP General Counsel	May 02 '24	Sale	7.28	462	3,364	40,177	May 03 11:28 AM
Barnes Stephen H.	Chief Financial Officer	Apr 18 '24	Sale	8.82	109	962	178,516	Apr 19 10:56 AM
Cavanaugh Robert N	President	Apr 18 '24	Sale	8.82	141	1,244	172,467	Apr 19 10:54 AM
SINGH RAJEEV	Chief Executive Officer	Apr 18 '24	Sale	8.82	355	3,132	747,309	Apr 19 10:53 AM
Cavanaugh Robert N	President	Apr 11 '24	Sale	8.85	253	2,239	172,098	Apr 12 10:36 AM
Barnes Stephen H.	Chief Financial Officer	Apr 11 '24	Sale	8.85	265	2,345	178,211	Apr 12 10:28 AM
SINGH RAJEEV	Chief Executive Officer	Apr 11 '24	Sale	8.85	667	5,902	746,731	Apr 12 10:25 AM
Eskew Richard	EVP General Counsel	Apr 02 '24	Sale	9.58	587	5,625	39,001	Apr 03 03:10 PM
McHugh Colin	Chief Accounting Officer	Apr 02 '24	Sale	9.58	443	4,245	37,014	Apr 03 03:08 PM
Barnes Stephen H.	Chief Financial Officer	Mar 19 '24	Sale	9.48	119	1,129	177,706	Mar 20 10:46 AM
Cavanaugh Robert N	President	Mar 19 '24	Sale	9.48	181	1,717	171,640	Mar 20 10:44 AM
SINGH RAJEEV	Chief Executive Officer	Mar 19 '24	Sale	9.48	376	3,566	745,748	Mar 20 10:41 AM
Barnes Stephen H.	Chief Financial Officer	Mar 12 '24	Sale	9.52	222	2,114	177,410	Mar 13 12:36 PM
Cavanaugh Robert N	President	Mar 12 '24	Sale	9.52	252	2,400	171,311	Mar 13 12:34 PM
SINGH RAJEEV	Chief Executive Officer	Mar 12 '24	Sale	9.52	662	6,305	745,191	Mar 13 12:33 PM
McHugh Colin	Chief Accounting Officer	Mar 04 '24	Sale	9.63	433	4,172	36,225	Mar 05 09:49 AM
Eskew Richard	EVP General Counsel	Mar 04 '24	Sale	9.63	485	4,673	37,949	Mar 05 09:47 AM
Barnes Stephen H.	Chief Financial Officer	Feb 20 '24	Sale	11.99	145	1,738	176,862	Feb 21 04:30 PM
SINGH RAJEEV	Chief Executive Officer	Feb 20 '24	Sale	11.99	386	4,627	744,203	Feb 21 04:26 PM
Cavanaugh Robert N	President	Feb 20 '24	Sale	11.99	186	2,229	170,853	Feb 21 04:24 PM
Eskew Richard	EVP General Counsel	Feb 20 '24	Sale	12.09	400	4,836	36,795	Feb 21 04:17 PM
Cavanaugh Robert N	President	Feb 13 '24	Sale	13.03	268	3,492	170,529	Feb 14 08:57 AM
Barnes Stephen H.	Chief Financial Officer	Feb 13 '24	Sale	13.03	279	3,635	176,593	Feb 14 08:53 AM
SINGH RAJEEV	Chief Executive Officer	Feb 13 '24	Sale	13.03	705	9,185	743,656	Feb 14 08:51 AM
Eskew Richard	EVP General Counsel	Feb 02 '24	Sale	11.59	562	6,514	37,195	Feb 05 03:05 PM
McHugh Colin	Chief Accounting Officer	Feb 02 '24	Sale	11.59	424	4,915	35,426	Feb 05 03:01 PM
Eskew Richard	EVP General Counsel	Jan 19 '24	Sale	11.99	400	4,796	36,119	Jan 22 02:28 PM
Cavanaugh Robert N	President	Jan 17 '24	Sale	12.86	186	2,392	170,086	Jan 18 10:52 AM
SINGH RAJEEV	Chief Executive Officer	Jan 17 '24	Sale	12.86	383	4,926	742,711	Jan 18 10:50 AM
Barnes Stephen H.	Chief Financial Officer	Jan 17 '24	Sale	12.86	146	1,878	176,102	Jan 18 10:48 AM
SINGH RAJEEV	Chief Executive Officer	Jan 11 '24	Option Exercise	4.20	21,530	90,426	763,692	Jan 12 11:29 AM
SINGH RAJEEV	Chief Executive Officer	Jan 11 '24	Sale	15.02	21,530	323,426	742,162	Jan 12 11:29 AM
SINGH RAJEEV	Chief Executive Officer	Jan 11 '24	Sale	14.74	770	11,354	742,162	Jan 12 11:27 AM
Cavanaugh Robert N	President	Jan 11 '24	Sale	14.74	255	3,760	169,762	Jan 12 11:24 AM
Barnes Stephen H.	Chief Financial Officer	Jan 11 '24	Sale	14.74	267	3,937	175,833	Jan 12 11:21 AM
SINGH RAJEEV	Chief Executive Officer	Jan 10 '24	Option Exercise	4.20	67,271	282,538	808,553	Jan 11 06:14 PM
SINGH RAJEEV	Chief Executive Officer	Jan 09 '24	Option Exercise	4.20	36,199	152,036	741,282	Jan 11 06:14 PM
SINGH RAJEEV	Chief Executive Officer	Jan 10 '24	Sale	15.03	67,271	1,011,352	741,282	Jan 11 06:14 PM
SINGH RAJEEV	Chief Executive Officer	Jan 09 '24	Sale	15.00	36,199	543,152	705,083	Jan 11 06:14 PM

Open in Screener

PAYO

Payoneer Global Inc

Sep 06 • 04:00PM ET

7.02

Dollar change -0.04
Percentage change -0.57	%

Technology • Software - Infrastructure • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

PAYO Payoneer Global Inc daily Stock Chart

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

Index	RUT	P/E	26.18	EPS (ttm)	0.27	Insider Own	22.07%	Shs Outstand	357.59M	Perf Week	-5.01%
Market Cap	2.68B	Forward P/E	24.58	EPS next Y	0.29	Insider Trans	-6.52%	Shs Float	297.55M	Perf Month	8.50%
Income	101.25M	PEG	-	EPS next Q	0.04	Inst Own	63.20%	Short Float	3.60%	Perf Quarter	18.58%
Sales	900.06M	P/S	2.98	EPS this Y	2.32%	Inst Trans	1.58%	Short Ratio	3.72	Perf Half Y	56.70%
Book/sh	1.90	P/B	3.70	EPS next Y	16.31%	ROA	1.53%	Short Interest	10.70M	Perf Year	13.41%
Cash/sh	1.54	P/C	4.57	EPS next 5Y	-	ROE	15.63%	52W Range	4.22 - 7.57	Perf YTD	34.74%
Dividend Est.	-	P/FCF	15.62	EPS past 5Y	-	ROI	14.75%	52W High	-7.27%	Beta	0.86
Dividend TTM	-	Quick Ratio	1.09	Sales past 5Y	26.58%	Gross Margin	81.05%	52W Low	66.35%	ATR (14)	0.23
Dividend Ex-Date	-	Current Ratio	1.09	EPS Y/Y TTM	569.10%	Oper. Margin	16.39%	RSI (14)	58.07	Volatility	3.02% 3.47%
Employees	2167	Debt/Eq	0.06	Sales Y/Y TTM	21.43%	Profit Margin	11.25%	Recom	1.00	Target Price	8.44
Option/Short	Yes / Yes	LT Debt/Eq	0.03	EPS Q/Q	-26.13%	Payout	0.00%	Rel Volume	0.64	Prev Close	7.06
Sales Surprise	7.35%	EPS Surprise	50.25%	Sales Q/Q	15.86%	Earnings	Aug 07 BMO	Avg Volume	2.88M	Price	7.02
SMA20	-0.51%	SMA50	14.78%	SMA200	30.36%	Trades		Volume	1,843,905	Change	-0.57%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-13-24	Initiated	The Benchmark Company	Buy	$7
Jul-11-23	Initiated	Berenberg	Buy	$7
Feb-27-23	Initiated	Jefferies	Buy	$7
Jan-11-23	Initiated	Wolfe Research	Outperform	$7
Jul-14-22	Upgrade	Goldman	Neutral → Buy	$5.50 → $6.50
Mar-04-22	Reiterated	Needham	Buy	$13 → $7
Dec-10-21	Initiated	Goldman	Neutral	$8.50
Sep-24-21	Initiated	Citigroup	Buy	$12.50
Aug-03-21	Initiated	William Blair	Outperform
Jul-28-21	Initiated	Cantor Fitzgerald	Overweight	$13
Jul-23-21	Initiated	Goldman	Neutral	$11.50
Jul-22-21	Initiated	Needham	Buy	$13
Jul-21-21	Initiated	Keefe Bruyette	Outperform	$14

Show Previous Ratings

Aug-28-24 10:00AM	Payoneer to Participate in the Goldman Sachs Communacopia + Technology Conference (Business Wire)
Aug-12-24 08:00AM	Payoneer Announces Commencement of an Offer to Purchase and Consent Solicitation Relating to its Warrants (Business Wire)
Aug-07-24 07:30AM	Payoneer Reports Second Quarter 2024 Financial Results (Business Wire) +23.24%
Jul-24-24 10:00AM	Payoneer to Report Second Quarter 2024 Results on August 7, 2024 (Business Wire)
Jul-12-24 06:24AM	3 Small-Cap Stocks Set to Make Early Investors Filthy Rich (InvestorPlace)
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Jul-09-24 01:20PM	The 7 Most Undervalued Under-$10 Stocks to Buy in July 2024 (InvestorPlace)
Jul-04-24 07:00AM	3 Under $50 Growth Stocks Set to Make Early Investors Very Wealthy (InvestorPlace)
Jun-22-24 06:45AM	The 3 Most Underrated Stocks Under $10 to Buy in June 2024 (InvestorPlace)
Jun-18-24 01:00PM	3 Stocks Under $10 to Buy for Maximum Growth in 2024 (InvestorPlace)
Jun-04-24 09:00AM	SMBs Turn to AI, Supply Chain Diversification, and New Trade Corridors to Grow Across Borders Despite Headwinds, Global Research by Payoneer Finds (Business Wire)
May-29-24 01:32PM	3 Growth Stocks That Could 10X Your Money Over the Next Decade (InvestorPlace)
May-24-24 08:00AM	Have $1,000? 3 Tech Stocks to Buy for 10X Returns by 2035 (InvestorPlace)
May-21-24 10:00AM	Payoneer to Present at the William Blair Annual Growth Stock Conference (Business Wire)
May-20-24 01:51PM	The 3 Best Stocks Under $10 to Buy for 3X Returns by 2028 (InvestorPlace)
May-17-24 03:01AM	Director Avi Zeevi Sells 26,264 Shares of Payoneer Global Inc (PAYO) (GuruFocus.com)
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May-16-24 06:05AM	3 Cheap Software Stocks to Buy Now: May 2024 (InvestorPlace)
May-15-24 12:00PM	Payoneer Global Inc. (PAYO) is a Great Momentum Stock: Should You Buy? (Zacks)
May-14-24 12:20PM	Surging Earnings Estimates Signal Upside for Payoneer Global (PAYO) Stock (Zacks)
May-10-24 07:02PM	Insider Sale: Director Avi Zeevi Sells 94,342 Shares of Payoneer Global Inc (PAYO) (GuruFocus.com)
May-09-24 10:43AM	Payoneer Global Inc. (NASDAQ:PAYO) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-08-24 08:40AM	Payoneer Global Inc. (PAYO) Q1 Earnings and Revenues Top Estimates (Zacks) +12.64%
07:30AM	Payoneer Reports First Quarter 2024 Financial Results (Business Wire)
May-03-24 04:22PM	3 Cheap Tech Stocks You'll Regret Not Buying in 2024 (InvestorPlace)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
Apr-24-24 10:00AM	Payoneer to Report First Quarter 2024 Results on May 8, 2024 (Business Wire)
Mar-28-24 12:06PM	12 Best Stocks to Buy in Falling Markets According to Analysts (Insider Monkey)
Mar-01-24 09:44AM	Payoneer Global Inc. (NASDAQ:PAYO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 01:00PM	Payoneer to Participate in a Fireside Chat at the Wolfe Research FinTech Forum (Business Wire) +8.72%
Feb-28-24 07:53AM	Payoneer Global Inc (PAYO) Reports Robust Revenue Growth and Profitability Expansion for FY 2023 (GuruFocus.com) -19.60%
07:30AM	Payoneer Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
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Feb-14-24 02:03PM	Fintech currently 'a stock picker's sector,' analyst says (Yahoo Finance Video) +6.31%
10:00AM	Payoneer to Report Fourth Quarter and Full Year 2023 Results on February 28, 2024 (Business Wire)
Feb-13-24 03:05AM	Payoneer Global Inc CFO Beatrice Ordonez Sells 91,458 Shares (GuruFocus.com)
Dec-20-23 08:00AM	Payoneer Introduces New Product Features to Propel Small Business Growth (Business Wire)
Dec-01-23 12:00PM	Payoneer to Participate in a Virtual Fireside Chat with William Blair on December 12, 2023 (Business Wire)
Nov-09-23 04:38PM	Payoneer Global Inc. (NASDAQ:PAYO) Q3 2023 Earnings Call Transcript (Insider Monkey) -5.54%
Nov-08-23 07:30AM	Payoneer Reports Third Quarter 2023 Financial Results (Business Wire)
Oct-25-23 03:00PM	Payoneer and Etsy partner to make it easier for sellers in emerging markets to get paid (Business Wire) -5.79%
10:00AM	Payoneer to Report Third Quarter 2023 Results on November 8, 2023 (Business Wire)
Sep-19-23 03:02PM	Director Avi Zeevi Sells 150,000 Shares of Payoneer Global Inc (PAYO) (GuruFocus.com)
08:00AM	Payoneer and Airbnb Expand Long-Term Relationship to Allow Hosts in Additional Countries to Get Paid in Local Currency (Business Wire)
Aug-17-23 12:00PM	Payoneer to Participate in the Goldman Sachs Communacopia + Technology Conference (Business Wire)
12:00PM	Payoneer to Hold Its Inaugural Investor Day on September 21, 2023 (Business Wire)
Aug-15-23 03:00PM	Payoneer Singapore Secures Major Payment Institution License to Empower SMEs (Business Wire)
Aug-08-23 07:30AM	Payoneer Reports Second Quarter 2023 Financial Results (Business Wire) +11.44%
Aug-03-23 08:00AM	Payoneer Adds Capabilities With Acquisition of Data Platform, Spott (Business Wire)
Jul-26-23 08:00AM	Payoneer Releases Inaugural Global Impact Report (Business Wire)
Jul-19-23 06:00AM	SMBs Driving Globalization as the Ticket for Growth, New Research From Payoneer Shows (Business Wire)
Jul-11-23 08:00AM	Payoneer to Announce Second Quarter 2023 Results on August 8, 2023 (Business Wire)
Jun-21-23 08:00PM	PAYO: What does Argus have to say about PAYO? (Argus Research)
Jun-15-23 08:00AM	Globalization and development in the harsh conditions of war: Resilient Ukrainian SMBs are seeking growth (Business Wire)
May-16-23 04:15PM	Payoneer to Present at the William Blair Annual Growth Stock Conference (Business Wire)
May-09-23 08:00AM	Payoneer Reports First Quarter 2023 Financial Results (Business Wire) -8.99%
Apr-26-23 08:00PM	PAYO: Lowering target price to $6.00 (Argus Research)
Apr-20-23 03:30AM	Payoneer Collaborates with Zoho to Provide a Seamless Payment Experience to their Customer Base (Business Wire)
Mar-22-23 10:00PM	Rising Cost of Living Is Driving Collaborative Growth Opportunities for SMBs and Freelancers, Survey Shows (PR Newswire)
Mar-21-23 04:30PM	Sharda Caro del Castillo, Global Fintech and Payments Leader, Joins Payoneers Board of Directors (Business Wire)
07:00AM	Rising Cost of Living Is Driving Collaborative Growth Opportunities for SMBs and Freelancers, Survey Shows (Business Wire)
Mar-06-23 08:34AM	Resilient Entrepreneurs Recognized for Global Impact in Seventh Annual Payoneer Entrepreneurship Awards (Business Wire)
Mar-01-23 04:15PM	Payoneer to Participate in the Wolfe FinTech Forum (Business Wire) +13.79%
Feb-28-23 04:06PM	Payoneers Board of Directors Appoints John Caplan as CEO Effective March 1 (Business Wire)
04:05PM	Payoneer Reports Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Feb-17-23 03:00AM	Payoneer receives UK E-Money license from Financial Conduct Authority (Business Wire)
Feb-15-23 08:00AM	Salt Security Appoints Gilad Gruber as Senior Vice President of Engineering (PR Newswire) +5.55%
Jan-31-23 09:45AM	Payoneer Global Inc. to Announce Fourth Quarter and Full Year 2022 Results on February 28, 2023 (Business Wire)
Jan-30-23 09:15AM	Payoneer Strengthens Organization With New Executive Hires (Business Wire)
Jan-20-23 05:53AM	Investing in Payoneer Global (NASDAQ:PAYO) a year ago would have delivered you a 11% gain (Simply Wall St.)
Jan-18-23 09:15AM	Payoneer Announces CFO Transition and Provides Update on 2022 Financial Results (Business Wire)
Jan-10-23 11:12AM	Alibaba.com Announces Recipients of 2022 Manifest Grants Program, Commits US $750,000 to 50 Innovative American Small Businesses (PR Newswire)
Dec-15-22 08:00PM	Payoneer receives in-principle regulatory approval in Singapore (PR Newswire)
Nov-24-22 04:55AM	UK Businesses Preparing for Sales to Get Worse Before They Get Better, Survey Shows (Business Wire)
Nov-09-22 04:05PM	Payoneer Announces Third Quarter 2022 Financial Results (Business Wire) -15.42%
Oct-31-22 12:00PM	Payoneer to Present at Upcoming Investor Conferences (Business Wire)
Oct-24-22 08:00AM	Payoneer and WooCommerce Partner to Simplify Checkout for Todays Global Seller (Business Wire)
Oct-12-22 09:45AM	Payoneer Global Inc. to Announce Third Quarter 2022 Results on November 9, 2022 (Business Wire)
Oct-07-22 08:00AM	Businesses in Ukraine Remain Resilient and Open for International Clients, Survey Shows (Business Wire)
Oct-06-22 06:59PM	Targa Resources Set to Join S&P 500; Lantheus Holdings to Join S&P MidCap 400; Payoneer Global to Join S&P SmallCap 600 (PR Newswire)
Oct-04-22 07:00AM	Alibaba.com Announces Expansion of Manifest Grants Program; Notable U.S.-Based Partners Include Indiegogo, Payoneer, and Black Entrepreneurs Day (PR Newswire) +6.95%
Sep-22-22 08:00AM	Payoneer Hires Assaf Ronen as Chief Platform Officer to Lead Newly-Established Platform Division (Business Wire)
Aug-30-22 08:00AM	Walmart Invites Canadian E-commerce Companies To Expand on Its U.S. Online Marketplace (PR Newswire)
Aug-14-22 08:33AM	Payoneer Global Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next (Simply Wall St.)
Aug-12-22 12:46PM	Payoneer Global Stock Jumps Over 20% After a Stellar Quarter (Barrons.com) +17.96%
05:38AM	Rivian, Illumina, Toast, and More Stock Market Movers Friday (Barrons.com)
Aug-11-22 04:05PM	Payoneer Announces Second Quarter 2022 Financial Results (Business Wire)
Aug-04-22 08:00AM	Naver Z Chooses Payoneer to Pay Content Creators Globally (Business Wire)
Jul-12-22 08:00AM	Payoneer Expands Tax Suite with 1042 Forms for US businesses (Business Wire)
Jul-06-22 01:05PM	Even after rising 9.5% this past week, Payoneer Global (NASDAQ:PAYO) shareholders are still down 56% over the past year (Simply Wall St.)
Jul-05-22 04:05PM	Payoneer Global Inc. to Announce Second Quarter 2022 Results on August 11, 2022 (Business Wire) +10.30%
Jun-29-22 03:00AM	Linnworks To Simplify Cross Border Payments With Payoneer Partnership (Business Wire)
Jun-28-22 08:00AM	Payoneer Partners With EC21 to Grow Korean SMBs Globally (Business Wire)
Jun-07-22 09:00AM	Payoneer and Fiserv Collaborate to Streamline Cross-Border Payouts for Businesses (Business Wire)
Jun-06-22 11:10AM	Calculating The Intrinsic Value Of Payoneer Global Inc. (NASDAQ:PAYO) (Simply Wall St.)
Jun-01-22 09:00AM	Digital Goods Platform SEAGM Chooses Payoneer to Open Marketplace Access to More Cross-Border Sellers (Business Wire)
May-25-22 09:00AM	Payoneer Appoints John Caplan as Co-CEO (Business Wire)
May-13-22 08:30AM	Payoneer to Present at Upcoming Investor Conferences (Business Wire) +31.39%
May-12-22 04:05PM	Payoneer Announces First Quarter 2022 Financial Results (Business Wire)
May-10-22 09:00AM	Payoneer Announces Launch of Payoneer Checkout (Business Wire) -8.35%
Apr-14-22 08:30AM	Payoneer Global Inc. to Announce First Quarter 2022 Results on May 12, 2022 (Business Wire)
Mar-08-22 08:00AM	Female Pioneers Lead the Way in Sixth Annual Payoneer Entrepreneurship Awards (Business Wire)
Mar-03-22 04:05PM	Payoneer Announces Fourth Quarter and Full Year 2021 Financial Results (Business Wire) -6.19% -7.08%

Payoneer Global, Inc. is a financial technology company, which engages in providing a financial platform for small and medium-sized businesses to transact and do business. It operates through the Israel, United States, and All Other Countries geographical segments. The company was founded in 2005 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Galit Scott H.	Director	Aug 29 '24	Sale	7.33	150,000	1,099,710	1,659,674	Aug 29 06:32 PM
Galit Scott H.	Director	Aug 28 '24	Sale	7.07	150,000	1,060,950	1,809,674	Aug 29 06:32 PM
SCOTT GALIT	Director	Aug 28 '24	Proposed Sale	7.22	300,000	2,166,000		Aug 28 04:16 PM
ARNON KRAFT	Officer	Aug 14 '24	Proposed Sale	7.10	139,237	988,583		Aug 14 04:24 PM
Perry Itai	Chief Accounting Officer	Aug 12 '24	Option Exercise	2.90	7,000	20,300	239,202	Aug 14 04:20 PM
Perry Itai	Chief Accounting Officer	Aug 12 '24	Sale	7.00	7,000	49,000	232,202	Aug 14 04:20 PM
ITAI PERI	Officer	Aug 12 '24	Proposed Sale	6.73	7,000	47,110		Aug 12 04:13 PM
AVI ZEEVI	Director	Aug 07 '24	Proposed Sale	5.25	150,000	787,500		Aug 07 04:13 PM
Galit Scott H.	Director	Jul 15 '24	Option Exercise	2.86	675,287	1,932,125	2,797,708	Jul 17 05:41 PM
Galit Scott H.	Director	Jul 16 '24	Option Exercise	2.74	10,601	29,047	2,133,022	Jul 17 05:41 PM
Galit Scott H.	Director	Jul 15 '24	Sale	5.36	675,287	3,619,336	2,122,421	Jul 17 05:41 PM
Galit Scott H.	Director	Jul 16 '24	Sale	5.52	10,601	58,510	2,122,421	Jul 17 05:41 PM
Galit Scott H.	Director	Jul 11 '24	Option Exercise	1.41	231,073	325,813	2,353,494	Jul 15 04:07 PM
Galit Scott H.	Director	Jul 11 '24	Sale	5.31	231,073	1,226,258	2,122,421	Jul 15 04:07 PM
Galit Scott H.	Director	Jul 10 '24	Option Exercise	1.41	400,300	564,423	2,522,721	Jul 10 07:08 PM
Galit Scott H.	Director	Jul 10 '24	Sale	5.34	400,300	2,135,801	2,122,421	Jul 10 07:08 PM
Galit Scott H.	Director	Jul 08 '24	Option Exercise	1.41	446,104	629,007	2,568,525	Jul 10 04:53 PM
Galit Scott H.	Director	Jul 09 '24	Option Exercise	1.41	343,728	484,656	2,466,149	Jul 10 04:53 PM
Galit Scott H.	Director	Jul 08 '24	Sale	5.50	446,104	2,455,178	2,122,421	Jul 10 04:53 PM
Galit Scott H.	Director	Jul 09 '24	Sale	5.51	343,728	1,895,007	2,122,421	Jul 10 04:53 PM
Galit Scott H.	Director	Jul 05 '24	Option Exercise	1.41	390,000	549,900	2,512,421	Jul 08 04:14 PM
Galit Scott H.	Director	Jul 03 '24	Option Exercise	1.41	140,912	198,686	2,263,333	Jul 08 04:14 PM
Galit Scott H.	Director	Jul 05 '24	Sale	5.44	390,000	2,120,547	2,122,421	Jul 08 04:14 PM
Galit Scott H.	Director	Jul 03 '24	Sale	5.48	140,912	772,818	2,122,421	Jul 08 04:14 PM
Galit Scott H.	Director	Jul 02 '24	Option Exercise	1.41	357,767	504,451	2,480,188	Jul 03 03:32 PM
Galit Scott H.	Director	Jul 01 '24	Option Exercise	1.41	52,165	73,553	2,474,586	Jul 03 03:32 PM
Galit Scott H.	Director	Jul 02 '24	Sale	5.45	357,767	1,948,149	2,122,421	Jul 03 03:32 PM
Galit Scott H.	Director	Jul 01 '24	Sale	5.43	352,165	1,911,657	2,122,421	Jul 03 03:32 PM
Galit Scott H.	Director	Jun 04 '24	Sale	5.81	14,073	81,823	2,422,421	Jun 04 07:55 PM
Perry Itai	Chief Accounting Officer	May 21 '24	Option Exercise	2.90	6,000	17,400	239,639	May 23 08:01 PM
Perry Itai	Chief Accounting Officer	May 21 '24	Sale	6.00	6,000	36,000	233,639	May 23 08:01 PM
Zeevi Avi	Director	May 14 '24	Sale	5.90	23,793	140,433	430,055	May 16 08:29 PM
Zeevi Avi	Director	May 15 '24	Sale	5.90	2,471	14,580	427,584	May 16 08:29 PM
Zeevi Avi	Director	May 10 '24	Sale	5.90	29,354	173,247	453,848	May 13 05:00 PM
Zeevi Avi	Director	May 08 '24	Sale	5.90	84,226	497,169	493,318	May 10 04:52 PM
Zeevi Avi	Director	May 09 '24	Sale	5.91	10,116	59,741	483,202	May 10 04:52 PM
Galit Scott H.	Director	May 07 '24	Sale	5.23	12,221	63,968	2,451,171	May 07 07:29 PM
Galit Scott H.	Director	Apr 10 '24	Sale	4.85	191,283	928,067	2,476,139	Apr 11 07:30 PM
Galit Scott H.	Director	Apr 09 '24	Sale	4.86	310,000	1,505,360	2,667,422	Apr 10 07:37 PM
Galit Scott H.	Director	Apr 08 '24	Sale	4.87	244,662	1,191,846	2,977,422	Apr 10 07:37 PM
Galit Scott H.	Director	Apr 01 '24	Option Exercise	1.41	94,103	132,685	3,222,084	Apr 03 06:52 PM
Galit Scott H.	Director	Mar 26 '24	Option Exercise	0.62	355,717	220,545	3,483,698	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 25 '24	Option Exercise	0.62	291,625	180,808	3,419,606	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 26 '24	Sale	4.71	355,717	1,675,605	3,127,981	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 25 '24	Sale	4.66	291,625	1,359,264	3,127,981	Mar 27 07:48 PM
Galit Scott H.	Director	Mar 12 '24	Option Exercise	0.62	340,120	210,874	3,468,101	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 11 '24	Option Exercise	0.62	307,222	190,478	3,435,203	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 12 '24	Sale	4.51	340,120	1,532,513	3,127,981	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 11 '24	Sale	4.57	307,222	1,402,991	3,127,981	Mar 13 05:18 PM
Galit Scott H.	Director	Mar 04 '24	Sale	4.64	14,073	65,307	3,127,981	Mar 06 04:52 PM
Goldman Tsafi	Chief Legal & Reg Ofcr	Feb 23 '24	Sale	5.45	6,118	33,366	858,332	Feb 26 06:27 PM
Galit Scott H.	Director	Feb 20 '24	Sale	5.39	16,697	89,935	3,156,731	Feb 21 06:03 PM
Goldman Tsafi	Chief Legal & Regulatory Ofcr	Feb 15 '24	Sale	5.43	61,464	333,565	870,832	Feb 20 05:50 PM
Ordonez Beatrice	Chief Financial Officer	Feb 09 '24	Sale	5.00	91,458	457,555	2,032,028	Feb 12 04:46 PM
Ordonez Beatrice	Chief Financial Officer	Feb 08 '24	Sale	5.00	3,142	15,710	2,123,486	Feb 09 05:17 PM
Galit Scott H.	Director	Feb 06 '24	Sale	4.88	12,447	60,787	3,190,571	Feb 07 05:52 PM
Ordonez Beatrice	Chief Financial Officer	Jan 23 '24	Sale	5.00	400	2,000	2,126,628	Jan 24 06:00 PM
Galit Scott H.	Director	Jan 04 '24	Option Exercise	0.62	484,111	300,149	3,215,540	Jan 05 04:06 PM
Kraft Arnon	Chief Operating Officer	Dec 12 '23	Sale	5.32	39,723	211,414	729,371	Dec 13 06:40 PM
Galit Scott H.	Director	Dec 05 '23	Sale	5.06	14,073	71,195	2,741,429	Dec 06 05:07 PM
Goldman Tsafi	Chief Legal & Regulatory Ofcr	Nov 27 '23	Sale	5.31	6,118	32,512	714,368	Nov 29 07:43 PM
Galit Scott H.	Director	Nov 21 '23	Sale	5.39	16,564	89,268	2,770,179	Nov 21 06:11 PM
Kraft Arnon	Chief Operating Officer	Nov 13 '23	Sale	5.41	66,688	360,915	769,094	Nov 15 04:34 PM
Galit Scott H.	Director	Nov 06 '23	Sale	5.58	12,222	68,152	1,245,969	Nov 07 06:29 PM
Zeevi Avi	Director	Sep 15 '23	Sale	6.20	150,000	929,340	577,544	Sep 18 04:46 PM
Goldman Tsafi	Chief Legal & Regulatory Ofcr	Sep 14 '23	Sale	6.19	35,375	218,918	730,468	Sep 18 04:44 PM

Open in Screener

DASH

DoorDash Inc

Sep 06 • 04:00PM ET

123.56

Dollar change -2.79
Percentage change -2.21	%

Communication Services • Internet Content & Information • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI QQQ VO VXF VUG VOT FDN IWF QTEC QQQM

Index	NDX	P/E	-	EPS (ttm)	-1.01	Insider Own	25.47%	Shs Outstand	375.99M	Perf Week	-2.35%
Market Cap	50.85B	Forward P/E	75.86	EPS next Y	1.63	Insider Trans	-1.50%	Shs Float	306.73M	Perf Month	1.70%
Income	-407.00M	PEG	-	EPS next Q	0.21	Inst Own	67.16%	Short Float	3.54%	Perf Quarter	8.32%
Sales	9.61B	P/S	5.29	EPS this Y	102.12%	Inst Trans	-0.76%	Short Ratio	2.62	Perf Half Y	-7.24%
Book/sh	17.34	P/B	7.13	EPS next Y	5312.11%	ROA	-3.80%	Short Interest	10.84M	Perf Year	49.61%
Cash/sh	11.79	P/C	10.48	EPS next 5Y	43.50%	ROE	-6.00%	52W Range	69.90 - 143.34	Perf YTD	24.95%
Dividend Est.	-	P/FCF	30.63	EPS past 5Y	-16.86%	ROI	-5.33%	52W High	-13.80%	Beta	1.68
Dividend TTM	-	Quick Ratio	1.63	Sales past 5Y	113.09%	Gross Margin	41.31%	52W Low	76.77%	ATR (14)	3.78
Dividend Ex-Date	-	Current Ratio	1.63	EPS Y/Y TTM	69.06%	Oper. Margin	-4.76%	RSI (14)	49.98	Volatility	3.07% 2.68%
Employees	19300	Debt/Eq	0.07	Sales Y/Y TTM	25.02%	Profit Margin	-4.24%	Recom	1.86	Target Price	144.82
Option/Short	Yes / Yes	LT Debt/Eq	0.07	EPS Q/Q	12.53%	Payout	-	Rel Volume	0.57	Prev Close	126.35
Sales Surprise	3.57%	EPS Surprise	-309.48%	Sales Q/Q	23.30%	Earnings	Aug 01 AMC	Avg Volume	4.14M	Price	123.56
SMA20	-2.99%	SMA50	6.45%	SMA200	6.99%	Trades		Volume	2,342,254	Change	-2.21%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Initiated	Cantor Fitzgerald	Overweight	$160
Jul-26-24	Initiated	Redburn Atlantic	Buy	$170
Jul-23-24	Initiated	Argus	Hold
Jul-16-24	Initiated	Wolfe Research	Outperform	$130
Jul-11-24	Initiated	KeyBanc Capital Markets	Sector Weight
Apr-19-24	Initiated	Loop Capital	Buy	$170
Apr-11-24	Upgrade	MoffettNathanson	Neutral → Buy	$118 → $164
Apr-04-24	Initiated	The Benchmark Company	Buy	$165
Mar-15-24	Upgrade	Piper Sandler	Underweight → Neutral	$53 → $127
Mar-04-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$130 → $175
Feb-22-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$135 → $145
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$120
Jan-08-24	Upgrade	Jefferies	Hold → Buy	$90 → $130
Nov-16-23	Initiated	Deutsche Bank	Buy	$125
Oct-24-23	Initiated	Seaport Research Partners	Neutral
Sep-18-23	Upgrade	Mizuho	Neutral → Buy	$90 → $105
Sep-15-23	Downgrade	MoffettNathanson	Outperform → Market Perform
Sep-11-23	Upgrade	Jefferies	Underperform → Hold	$70 → $90
Aug-01-23	Reiterated	BofA Securities	Buy	$82 → $95
Jun-14-23	Downgrade	Gordon Haskett	Buy → Hold	$73 → $72

Show Previous Ratings

Aug-20-24 05:38PM	FOOD BANK COUNCIL OF MICHIGAN, FOOD BANK OF EASTERN MICHIGAN, STATE REP. MARTUS, AND DOORDASH CELEBRATE MORE THAN 1 MILLION MEALS DELIVERED IN MICHIGAN (PR Newswire)
10:38AM	Mattress Firm expands DoorDash partnership with campus ambassadors (Chain Store Age)
09:29AM	Evercore ISI's Mark Mahaney on his new top internet stock picks: Amazon, Doordash, Uber (CNBC TV)
09:00AM	From All-Nighters to All-Righters: Mattress Firm Partners with DoorDash to Deliver Better Sleep to College Students (PR Newswire)
Aug-19-24 10:10AM	Mattress Firm rolls out two-hour delivery with DoorDash (Chain Store Age)
09:00AM	Loading…
09:00AM	From App to Nap in Record Time: Mattress Firm and DoorDash Revolutionize Mattress Buying with Fast and Convenient Delivery (PR Newswire)
Aug-13-24 02:46PM	DoorDash, Warner Bros. Discovery To Make Max Free To DashPass Subscribers (Investopedia)
10:40AM	DoorDash bolsters membership plan with Max (Chain Store Age)
09:00AM	DoorDash Partners with Max to Introduce First-Ever Streaming Benefit for DashPass Members in the U.S. (Business Wire)
Aug-02-24 06:43PM	Analyst Report: DoorDash, Inc. (Morningstar Research) +8.35%
01:04AM	Decoding DoorDash Inc (DASH): A Strategic SWOT Insight (GuruFocus.com)
Aug-01-24 05:53PM	Amazon and Intel earnings disappoint: Market Domination Overtime (Yahoo Finance Video)
05:00PM	DoorDash stock spikes on revenue beat (CNBC TV)
04:47PM	DoorDash jumps after Q3 outlook tops Street estimates (Yahoo Finance Video)
04:08PM	DoorDash Shares Surge After Quarterly Sales Rise 23%, Loss Narrows (The Wall Street Journal)
04:05PM	Loading…
04:05PM	DoorDash Releases Second Quarter 2024 Financial Results (Business Wire)
10:00AM	Calling all innovative students from the United States who want to shape the future: Here's a chance to bring your idea to life (PR Newswire)
09:00AM	Chase and DoorDash Announce Expansion of Partnership to Include New Grocery Benefits for Chase Sapphire and Other Consumer Branded Cards (Business Wire)
Jul-31-24 07:00AM	What You Need to Know Ahead of Uber's Earnings Tuesday (Investopedia)
Jul-30-24 09:02AM	MEALS ON WHEELS AMERICA ANNOUNCES PARTNERSHIP WITH DOORDASH TO SUPPORT DELIVERY EFFORTS ACROSS THE COUNTRY (PR Newswire)
Jul-29-24 01:50PM	Save A Lot adds new same-day delivery partner (Chain Store Age)
12:34PM	Best Buy, DoorDash explore off-site ads (Chain Store Age)
Jul-25-24 02:58PM	Uber, Lyft and Others Win California Ruling to Treat Drivers as Contractors (The Wall Street Journal)
11:33AM	Michaels adds new delivery partners (Chain Store Age)
Jul-23-24 05:39PM	3 Drone Delivery Stocks Ready for Takeoff (InvestorPlace)
Jul-21-24 11:55PM	Cloudflare, Inc. (NET): Do Hedge Funds Think This Stock Will Skyrocket Soon? (Insider Monkey)
Jul-20-24 08:45PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Jul-17-24 06:49PM	Analyst Report: DoorDash, Inc. (Morningstar Research) -5.13%
Jul-02-24 09:00AM	DoorDash to Announce Second Quarter 2024 Results on August 1, 2024 (Business Wire)
Jun-28-24 06:17PM	DoorDash, Inc. (DASH): What Makes It One of the Best Growth Stocks To Buy Right Now? (Insider Monkey)
05:20PM	Loading…
05:20PM	10 Best Growth Stocks To Buy Now According To Billionaire Ray Dalio (Insider Monkey)
08:03AM	American Outdoor Brands, Inc. (NASDAQ:AOUT) Q4 2024 Earnings Call Transcript (Insider Monkey)
03:18AM	Insider Sale: Director Shona Brown Sells 1,712 Shares of DoorDash Inc (DASH) (GuruFocus.com)
Jun-26-24 03:26PM	The 3 Smartest Restaurant Stocks to Buy With $1K Right Now (InvestorPlace)
Jun-24-24 07:41AM	DoorDash (DASH) Surges 3.3%: Is This an Indication of Further Gains? (Zacks)
Jun-23-24 08:00AM	Disney, TikTok, Spotify & more: YF at Cannes Lions 2024 (Yahoo Finance Video)
Jun-22-24 05:30AM	Delivery Drivers Got Higher Wages. Now Theyre Getting Fewer Orders. (The Wall Street Journal)
Jun-21-24 02:41PM	Seasonal membership promotion returns to DoorDash (Chain Store Age)
10:00AM	North Texas Food Bank, U.S. Rep. Veasy, and DoorDash Mark 1.3 Million Meals Delivered in North Texas (GlobeNewswire)
Jun-18-24 05:00PM	Why the 'human element' is core to DoorDash's business (Yahoo Finance Video)
Jun-12-24 10:30AM	Celebrating More Than 100 Million Meals Delivered Through Project DASH (Business Wire)
10:02AM	Academy Sports and Outdoors, Inc. (NASDAQ:ASO) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jun-11-24 04:28PM	DoorDash expands alcohol delivery with new retailers, promotions (Chain Store Age)
02:49PM	7 Recession-Proof Stocks to Buy Now for Peace of Mind (InvestorPlace)
11:40AM	DoorDash (DASH) Boosts Customer Base With ASO Partnership (Zacks)
Jun-10-24 02:47PM	Sporting goods retailer joins DoorDash platform (Chain Store Age)
08:06AM	Academy Sports + Outdoors Announces New Exclusive Partnership with DoorDash for On-Demand Delivery of Sports and Outdoor Fun (PR Newswire)
Jun-09-24 12:07PM	15 Largest Food Companies in the World by Market Cap (Insider Monkey)
Jun-08-24 02:37AM	DoorDash Inc (DASH) Chief Business Officer Keith Yandell Sells 12,088 Shares (GuruFocus.com)
Jun-07-24 06:37AM	The Dividend Divas: 3 Stocks That Will Make Your Portfolio Sing (InvestorPlace)
Jun-06-24 01:36PM	Starbucks Teams With Grubhub for Home Delivery (Investopedia)
Jun-03-24 09:00AM	Summer of DashPass Splashes More Savings Across Canada (Business Wire)
May-31-24 11:31AM	DoorDash (DASH) Down 3.3% Since Last Earnings Report: Can It Rebound? (Zacks)
08:05AM	Ulta Beauty, Inc. (NASDAQ:ULTA) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-30-24 12:43PM	Amazon Gives Prime Members Free Grubhub+ Subscription Worth $120 a Year (Investopedia)
02:00AM	Amazon expands Grubhub deal in food delivery push (Yahoo Finance)
May-22-24 07:07PM	Insider Sale: Director Stanley Tang Sells Shares of DoorDash Inc (DASH) (GuruFocus.com)
07:07PM	Insider Sale: Keith Yandell Sells 7,951 Shares of DoorDash Inc (DASH) (GuruFocus.com)
07:07PM	Insider Sale: CFO Ravi Inukonda Sells 14,163 Shares of DoorDash Inc (DASH) (GuruFocus.com)
08:08AM	Lowe's Companies, Inc. (NYSE:LOW) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-21-24 10:40AM	DoorDash (DASH) Expands Beauty Retail Footprint With New Deal (Zacks)
May-20-24 05:27PM	DoorDash in first with expanded Ulta Beauty partnership (Chain Store Age)
09:00AM	DoorDash Partners with Ulta Beauty to Unlock The Largest Selection of Beauty Products Available For On-Demand Delivery (Business Wire)
May-09-24 09:15AM	DoorDash and Walgreens Launch Unprecedented Access for SNAP Customers (ACCESSWIRE)
May-08-24 09:49AM	Instacart adds arsenal of Uber Eats restaurants to its app (Nation's Restaurant News)
May-07-24 11:49AM	11 Best Delivery Stocks to Buy According to Hedge Funds (Insider Monkey)
10:25AM	Instacart partners with Uber to offer restaurant deliveries (Yahoo Finance Video)
May-05-24 08:28AM	Sprouts Farmers Market, Inc. (NASDAQ:SFM) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 04:01AM	Insider Sale: CFO Ravi Inukonda Sells 7,000 Shares of DoorDash Inc (DASH) (GuruFocus.com)
May-02-24 02:42PM	Stock Market Crash Alert: 3 Must-Buy Restaurant Stocks When Prices Plunge (InvestorPlace) -10.32%
12:12PM	Stocks to Watch Thursday: Carvana, NIO, Qualcomm, Peloton (The Wall Street Journal)
11:37AM	DoorDash, Inc. (NASDAQ:DASH) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:06AM	DoorDash, Shake Shack earnings point to consumer troubles (Yahoo Finance Video)
10:59AM	DoorDash (DASH) Reports Q1 Loss, Beats Revenue Estimates (Zacks)
10:23AM	Cramer's Mad Dash: DoorDash (CNBC TV)
09:53AM	DoorDash: Q1 orders up 21% YoY despite weak Q2 forecast (Yahoo Finance Video)
07:37AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday (InvestorPlace)
07:00AM	DoorDash Stock Tumbles After Earnings Miss Amid Slower US Restaurant Segment (Investopedia)
01:04AM	Decoding DoorDash Inc (DASH): A Strategic SWOT Insight (GuruFocus.com)
May-01-24 09:01PM	Analyst Report: DoorDash, Inc. (Morningstar Research)
08:56PM	DASH Stock Earnings: DoorDash Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:43PM	DoorDash Inc (DASH) Q1 2024 Earnings: Surpasses Revenue Forecasts Despite Challenges (GuruFocus.com)
05:15PM	DoorDash, Inc. (DASH) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:10PM	DoorDash stock falls on weak Q2 guidance (Yahoo Finance Video)
04:05PM	DoorDash Releases First Quarter 2024 Financial Results (Business Wire)
01:24PM	Rabbit's CEO says $200 AI companion is not an Android app (Quartz)
Apr-30-24 05:38PM	Fed rate decision, Qualcomm earnings: What to Watch (Yahoo Finance Video)
Apr-28-24 08:00AM	What To Expect in the Markets This Week (Investopedia)
Apr-26-24 10:58AM	DoorDash (DASH) to Report Q1 Earnings: What's in Store? (Zacks)
Apr-25-24 05:56PM	13 Best Growth Stocks To Invest In For the Next 5 Years (Insider Monkey)
08:00AM	DoorDash Canada and Actress Catherine Reitman Partner to Champion On-Demand Grocery Delivery Across Canada (Business Wire)
Apr-24-24 05:09PM	DoorDash, Walgreens launch partnership for SNAP/EBT customers (Chain Store Age)
01:00PM	Wakefern, regional West Coast grocers partner with DoorDash (Chain Store Age)
10:01AM	DoorDash, Inc. (DASH) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release (Zacks)
09:00AM	DoorDash and Walgreens Launch Unprecedented Access for SNAP Customers (Business Wire)
Apr-23-24 09:00AM	DoorDash Available at Wakefern Food Corp. Banners (Business Wire)
Apr-22-24 06:15PM	DoorDash, Inc. (DASH) Stock Sinks As Market Gains: What You Should Know (Zacks)
03:13PM	10 Best Multibagger Stocks to Buy Now (Insider Monkey)
Apr-19-24 04:15PM	Jeff Blackburn Joins DoorDash Board of Directors (Business Wire)
Apr-18-24 05:17PM	Tech Tracker: Uber Eats launches a TikTok-like social feed for operators (Nation's Restaurant News)

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013, and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Xu Tony	CHIEF EXECUTIVE OFFICER	Sep 03 '24	Option Exercise	7.16	54,166	387,829	54,166	Sep 05 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Sep 03 '24	Sale	126.40	54,166	6,846,736	0	Sep 05 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	Sep 03 '24	Option Exercise	7.16	8,000	57,280	991,094	Sep 05 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	Sep 03 '24	Sale	126.39	8,000	1,011,146	983,094	Sep 05 04:05 PM
Tang Stanley	Director	Sep 03 '24	Sale	126.40	50,000	6,320,153	0	Sep 05 04:05 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Aug 30 '24	Sale	127.86	7,000	895,045	396,152	Sep 04 06:13 PM
STANLEY TANG	Director	Sep 03 '24	Proposed Sale	128.71	150,000	19,306,500		Sep 03 04:28 PM
PRABIR ADARKAR	Officer	Sep 03 '24	Proposed Sale	128.71	8,000	1,029,680		Sep 03 04:17 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Aug 23 '24	Sale	129.14	11,828	1,527,477	158,867	Aug 27 04:10 PM
Fang Andy	Director	Aug 22 '24	Sale	130.16	24,600	3,201,911	0	Aug 26 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Aug 22 '24	Sale	129.88	5,580	724,709	132,201	Aug 26 04:05 PM
TIA SHERRINGHAM	Officer	Aug 23 '24	Proposed Sale	128.80	11,828	1,523,446		Aug 23 04:28 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	Aug 20 '24	Sale	126.17	2,551	321,869	99,133	Aug 22 04:25 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Aug 20 '24	Sale	126.28	14,071	1,776,844	403,152	Aug 22 04:25 PM
Adarkar Prabir	PRESIDENT AND COO	Aug 20 '24	Sale	126.27	19,693	2,486,714	983,094	Aug 22 04:25 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Aug 20 '24	Sale	126.26	12,817	1,618,211	170,695	Aug 22 04:25 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Aug 20 '24	Sale	126.24	7,897	996,941	140,647	Aug 22 04:25 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Aug 21 '24	Sale	127.54	2,866	365,530	137,781	Aug 22 04:25 PM
Tang Stanley	Director	Aug 20 '24	Sale	126.20	1,835	231,586	37,268	Aug 22 04:25 PM
Fang Andy	Director	Aug 20 '24	Sale	126.22	1,893	238,940	18,089	Aug 22 04:25 PM
KEITH YANDELL	Officer	Aug 22 '24	Proposed Sale	129.45	5,580	722,331		Aug 22 04:24 PM
Fang Andy	Director	Aug 19 '24	Sale	130.00	400	52,000	0	Aug 21 04:05 PM
Fang Andy	Director	Aug 15 '24	Sale	129.55	50,000	6,477,294	39,075	Aug 19 04:05 PM
Fang Andy	Director	Aug 16 '24	Sale	129.20	30,907	3,993,061	0	Aug 19 04:05 PM
Fang Andy	Director	Aug 16 '24	Sale	129.20	19,093	2,466,741	19,982	Aug 19 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Aug 15 '24	Option Exercise	7.16	54,166	387,829	54,166	Aug 19 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Aug 15 '24	Sale	129.54	54,166	7,016,800	0	Aug 19 04:05 PM
THE AF LIVING TRUST	Director	Aug 16 '24	Proposed Sale	130.29	280,907	36,599,373		Aug 16 04:31 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	Aug 12 '24	Sale	123.53	1,000	123,530	101,684	Aug 14 04:05 PM
Lee Gordon S	Officer	Aug 12 '24	Proposed Sale	123.53	1,000	123,530		Aug 12 04:41 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Aug 06 '24	Option Exercise	7.16	54,166	387,829	54,166	Aug 08 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Aug 06 '24	Sale	123.43	54,166	6,685,880	0	Aug 08 04:05 PM
Brown Shona L	Director	Aug 05 '24	Sale	120.00	5,005	600,600	65,186	Aug 07 04:00 PM
SHONA L. BROWN LIVING TRUST U/	Director	Aug 05 '24	Proposed Sale	117.23	5,005	586,736		Aug 05 04:24 PM
Adarkar Prabir	PRESIDENT AND COO	Aug 01 '24	Option Exercise	7.16	8,000	57,280	1,010,787	Aug 05 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	Aug 01 '24	Sale	108.13	8,000	865,029	1,002,787	Aug 05 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Aug 01 '24	Sale	108.14	6,553	708,645	148,544	Aug 05 04:05 PM
PRABIR ADARKAR	Officer	Aug 01 '24	Proposed Sale	110.72	8,000	885,760		Aug 01 04:32 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Jul 30 '24	Sale	106.64	7,000	746,460	417,223	Aug 01 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Jul 15 '24	Option Exercise	7.16	54,166	387,829	54,166	Jul 17 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Jul 15 '24	Sale	104.96	54,166	5,685,485	0	Jul 17 04:05 PM
Fang Andy	Director	Jul 11 '24	Option Exercise	7.16	29,140	208,642	68,415	Jul 15 04:05 PM
Fang Andy	Director	Jul 12 '24	Sale	105.59	50,000	5,279,306	19,982	Jul 15 04:05 PM
Fang Andy	Director	Jul 11 '24	Sale	105.57	50,000	5,278,652	19,982	Jul 15 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Jul 01 '24	Sale	107.75	6,554	706,162	155,097	Jul 03 04:10 PM
Adarkar Prabir	PRESIDENT AND COO	Jul 01 '24	Option Exercise	7.16	8,000	57,280	1,010,787	Jul 03 04:10 PM
Adarkar Prabir	PRESIDENT AND COO	Jul 01 '24	Sale	107.61	8,000	860,868	1,002,787	Jul 03 04:10 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Jul 01 '24	Option Exercise	7.16	54,166	387,829	54,166	Jul 03 04:10 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Jul 01 '24	Sale	107.75	54,166	5,836,330	0	Jul 03 04:10 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Jun 28 '24	Sale	109.30	7,000	765,112	424,223	Jul 02 04:05 PM
Brown Shona L	Director	Jun 25 '24	Sale	110.97	1,712	189,981	70,191	Jun 27 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Jun 10 '24	Option Exercise	0.20	131,590	26,318	131,590	Jun 11 04:15 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Jun 10 '24	Sale	111.61	131,590	14,686,826	0	Jun 11 04:15 PM
Fang Andy	Director	Jun 07 '24	Option Exercise	7.16	50,000	358,000	89,275	Jun 11 04:05 PM
Fang Andy	Director	Jun 10 '24	Option Exercise	7.16	50,000	358,000	89,275	Jun 11 04:05 PM
Fang Andy	Director	Jun 07 '24	Sale	113.40	50,000	5,669,985	39,275	Jun 11 04:05 PM
Fang Andy	Director	Jun 10 '24	Sale	111.96	50,000	5,597,823	39,275	Jun 11 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Jun 05 '24	Sale	111.84	12,088	1,351,978	161,651	Jun 07 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	Jun 03 '24	Option Exercise	7.16	8,000	57,280	1,010,787	Jun 05 05:00 PM
Adarkar Prabir	PRESIDENT AND COO	Jun 03 '24	Sale	109.98	8,000	879,824	1,002,787	Jun 05 05:00 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	May 30 '24	Sale	110.47	7,000	773,290	441,851	Jun 03 04:05 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	May 23 '24	Sale	110.46	11,740	1,296,810	183,512	May 28 04:05 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	May 20 '24	Sale	113.78	2,569	292,290	102,684	May 22 04:00 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	May 20 '24	Sale	113.80	10,425	1,186,316	448,851	May 22 04:00 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Feb 20 '24	Sale	113.60	3,738	424,648	453,291	May 22 04:00 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	May 20 '24	Sale	113.73	12,903	1,467,471	195,252	May 22 04:00 PM
Fang Andy	Director	May 20 '24	Sale	113.73	1,908	216,992	39,275	May 22 04:00 PM
Yandell Keith	CHIEF BUSINESS OFFICER	May 20 '24	Sale	113.74	7,951	904,321	173,739	May 22 04:00 PM
Tang Stanley	Director	May 20 '24	Sale	113.74	1,849	210,310	39,103	May 22 04:00 PM
Adarkar Prabir	PRESIDENT AND COO	May 20 '24	Sale	113.73	19,823	2,254,556	1,002,787	May 22 04:00 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	May 13 '24	Sale	115.27	1,000	115,272	105,253	May 15 04:05 PM
Brown Shona L	Director	May 06 '24	Sale	114.37	703	80,402	69,408	May 08 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	May 01 '24	Option Exercise	7.16	8,000	57,280	918,340	May 03 04:05 PM
Adarkar Prabir	PRESIDENT AND COO	May 01 '24	Sale	128.48	8,000	1,027,862	910,340	May 03 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	May 01 '24	Sale	128.15	3,500	448,525	151,752	May 03 04:05 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Apr 30 '24	Sale	130.95	7,000	916,654	384,425	May 02 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Apr 16 '24	Option Exercise	0.20	132,300	26,460	132,300	Apr 18 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Apr 16 '24	Sale	133.51	132,300	17,663,909	0	Apr 18 04:05 PM
Fang Andy	Director	Apr 11 '24	Option Exercise	0.20	66,195	13,239	102,677	Apr 15 04:05 PM
Fang Andy	Director	Apr 12 '24	Option Exercise	0.20	66,195	13,239	102,677	Apr 15 04:05 PM
Fang Andy	Director	Apr 11 '24	Sale	139.31	66,195	9,221,472	36,482	Apr 15 04:05 PM
Fang Andy	Director	Apr 12 '24	Sale	138.93	66,195	9,196,587	36,482	Apr 15 04:05 PM
Brown Shona L	Director	Apr 04 '24	Sale	141.60	700	99,120	70,111	Apr 08 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Apr 01 '24	Sale	137.91	3,500	482,685	155,252	Apr 03 04:27 PM
Fang Andy	Director	Apr 01 '24	Option Exercise	0.20	67,000	13,400	103,482	Apr 03 04:26 PM
Fang Andy	Director	Apr 01 '24	Sale	138.36	67,000	9,269,921	36,482	Apr 03 04:26 PM
Adarkar Prabir	PRESIDENT AND COO	Apr 01 '24	Option Exercise	7.16	8,000	57,280	918,340	Apr 03 04:25 PM
Adarkar Prabir	PRESIDENT AND COO	Apr 01 '24	Sale	137.91	8,000	1,103,280	910,340	Apr 03 04:25 PM
Fang Andy	Director	Mar 28 '24	Option Exercise	0.20	67,000	13,400	103,482	Apr 01 04:20 PM
Fang Andy	Director	Mar 28 '24	Sale	139.09	67,000	9,318,897	36,482	Apr 01 04:20 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Mar 28 '24	Sale	138.98	5,000	694,895	391,425	Apr 01 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Mar 14 '24	Option Exercise	0.20	132,300	26,460	132,300	Mar 18 04:05 PM
Xu Tony	CHIEF EXECUTIVE OFFICER	Mar 14 '24	Sale	131.96	132,300	17,458,884	0	Mar 18 04:05 PM
Brown Shona L	Director	Mar 06 '24	Sale	133.09	703	93,562	70,811	Mar 08 05:12 PM
Lee Gordon S	CHIEF ACCOUNTING OFFICER	Mar 01 '24	Sale	124.50	1,000	124,500	92,207	Mar 05 04:05 PM
Yandell Keith	CHIEF BUSINESS OFFICER	Mar 01 '24	Sale	124.50	3,500	435,750	161,102	Mar 05 04:05 PM
Inukonda Ravi	CHIEF FINANCIAL OFFICER	Feb 29 '24	Sale	123.35	5,000	616,750	396,425	Mar 04 04:05 PM
Sherringham Tia	GENERAL COUNSEL AND SECRETARY	Feb 23 '24	Sale	121.54	12,923	1,570,613	166,990	Feb 27 04:08 PM
Tang Stanley	Director	Feb 20 '24	Sale	111.97	3,662	410,036	36,642	Feb 22 04:06 PM
Fang Andy	Director	Feb 20 '24	Sale	111.99	3,704	414,828	37,265	Feb 22 04:06 PM

Open in Screener

UBER

Uber Technologies Inc

Sep 06 • 04:00PM ET

69.58

Dollar change -1.67
Percentage change -2.34	%

Technology • Software - Application • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

UBER Uber Technologies Inc daily Stock Chart

Held by: VTI VOO SPY IVV VUG XLI IWF IVW ITOT SPYG

Index	S&P 500	P/E	74.86	EPS (ttm)	0.93	Insider Own	3.92%	Shs Outstand	2.07B	Perf Week	-3.68%
Market Cap	146.18B	Forward P/E	30.83	EPS next Y	2.26	Insider Trans	-2.53%	Shs Float	2.02B	Perf Month	6.16%
Income	2.01B	PEG	1.59	EPS next Q	0.38	Inst Own	81.43%	Short Float	2.49%	Perf Quarter	0.99%
Sales	40.06B	P/S	3.65	EPS this Y	22.84%	Inst Trans	1.20%	Short Ratio	3.20	Perf Half Y	-12.38%
Book/sh	5.89	P/B	11.82	EPS next Y	111.18%	ROA	5.32%	Short Interest	50.27M	Perf Year	51.59%
Cash/sh	3.36	P/C	20.68	EPS next 5Y	47.00%	ROE	19.14%	52W Range	40.09 - 82.14	Perf YTD	13.01%
Dividend Est.	-	P/FCF	30.76	EPS past 5Y	-	ROI	8.63%	52W High	-15.29%	Beta	1.33
Dividend TTM	-	Quick Ratio	1.21	Sales past 5Y	31.46%	Gross Margin	30.45%	52W Low	73.56%	ATR (14)	2.10
Dividend Ex-Date	-	Current Ratio	1.21	EPS Y/Y TTM	598.97%	Oper. Margin	6.78%	RSI (14)	45.82	Volatility	2.88% 2.48%
Employees	30400	Debt/Eq	0.91	Sales Y/Y TTM	14.44%	Profit Margin	5.02%	Recom	1.33	Target Price	87.56
Option/Short	Yes / Yes	LT Debt/Eq	0.89	EPS Q/Q	157.70%	Payout	0.00%	Rel Volume	0.73	Prev Close	71.25
Sales Surprise	1.25%	EPS Surprise	50.45%	Sales Q/Q	15.93%	Earnings	Aug 06 BMO	Avg Volume	15.69M	Price	69.58
SMA20	-3.38%	SMA50	0.07%	SMA200	1.24%	Trades		Volume	11,445,773	Change	-2.34%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Initiated	Cantor Fitzgerald	Overweight	$90
Jul-22-24	Initiated	Melius	Hold	$77
Jul-16-24	Initiated	Wolfe Research	Outperform	$90
Feb-22-24	Reiterated	BTIG Research	Buy	$80 → $90
Feb-08-24	Reiterated	Needham	Buy	$71 → $90
Jan-24-24	Downgrade	Gordon Haskett	Buy → Hold	$66
Jan-22-24	Reiterated	Needham	Buy	$63 → $71
Jan-09-24	Initiated	BMO Capital Markets	Outperform	$69
Dec-29-23	Downgrade	Nomura	Buy → Neutral	$59 → $62
Nov-03-23	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$60
Oct-24-23	Initiated	Seaport Research Partners	Buy	$51
Aug-01-23	Reiterated	BTIG Research	Buy	$55 → $60
Jul-21-23	Initiated	Tigress Financial	Buy
Jul-14-23	Reiterated	Jefferies	Buy	$50 → $55
Jul-13-23	Reiterated	BofA Securities	Buy	$44 → $51
Jun-28-23	Downgrade	Daiwa Securities	Buy → Outperform	$42 → $51
Jun-08-23	Initiated	Wells Fargo	Overweight	$50
Jun-06-23	Resumed	Wedbush	Outperform	$46
May-03-23	Upgrade	Susquehanna	Neutral → Positive	$40 → $48
Apr-17-23	Reiterated	Jefferies	Buy	$47 → $49

Show Previous Ratings

Today 03:00AM	Where Will Lyft Stock Be in 5 Years? (Motley Fool)
Sep-06-24 04:59PM	Big Tech is dealing with a 'nuanced' consumer slowdown: Analyst (Yahoo Finance Video)
09:38AM	These Are The Best Robinhood Stocks To Buy Or Watch Now (Investor's Business Daily)
09:00AM	Uber Technologies, Inc. (UBER) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Sep-05-24 04:53PM	Uber, IBD Stock Of The Day, Lines Up Partners For Its Self-Driving Vision (Investor's Business Daily)
01:47PM	Loading…
01:47PM	DoorDash Stock Delivers Gains As Investors Embrace The 'Convenience Economy' (Investor's Business Daily)
12:38PM	Turo CEO on partnership with Uber (CNBC TV)
11:31AM	Uber (UBER) Up 9.2% Since Last Earnings Report: Can It Continue? (Zacks)
07:30AM	Uber and Turo announce partnership to bring Turo vehicles to Uber Rent (PR Newswire)
Sep-04-24 04:54PM	Uber Raises $4 Billion In First Bond Sale as Blue-Chip Firm (Bloomberg)
Sep-03-24 10:15AM	Uber Lines Up Investor Calls for Debut Blue-Chip Bond Sale (Bloomberg)
03:26AM	Clearview AI fined by Dutch agency for facial recognition database (Reuters)
Sep-02-24 06:43PM	New crypto rideshare platform aims to flip the script on driver earnings (TheStreet)
09:30AM	Why Uber Technologies (UBER) is a Top Stock for the Long-Term (Zacks)
Aug-31-24 07:47PM	Veteran analyst explains why General Motors stock is a bargain-bin buy (TheStreet)
06:31PM	Loading…
06:31PM	Jim Cramer Says Uber Technologies Inc. (UBER) Is Doing Incredibly Well' (Insider Monkey)
04:06PM	Uber Technologies, Inc. (UBER): Among Goldman Sachs' Best Hedge Fund Stock Picks (Insider Monkey)
Aug-30-24 11:13AM	Serve Robotics Inc. (SERV): The Best Small Cap AI Stock To Buy According to Short Sellers? (Insider Monkey)
10:13AM	Uber-Wayve, chatting to the car and a new Chery by another name the week (Just Auto)
06:35AM	Uber invests in Wayve to accelerate self-drive tech development (Verdict)
06:00AM	A Little Good News for GM Investors: But Will It Move the Needle? (Motley Fool)
05:32AM	Wayve and Uber partner for automated driving (Just Auto)
02:13AM	Uber Plans to Step Up Fight With Larger Rival Kakao in Korea (Bloomberg)
Aug-29-24 11:01PM	Uber CEO says growth in South Korea promising despite underdog status (Reuters)
12:29PM	Uber's latest self-driving partner is an AI startup backed by Nvidia and Microsoft (Quartz)
10:15AM	Grab Follows Uber's Lead, To Add Over 1K BYD EVs to Indonesian Fleet for Green Rides (Benzinga)
08:03AM	Uber invests in UK startup Wayve to speed up self-driving projects (Reuters)
08:00AM	Wayve and Uber Partner to Accelerate the Future of Automated Driving (Business Wire)
08:00AM	Uber Invests in SoftBank-Backed Self-Driving Software Firm Wayve (Bloomberg)
07:35AM	Is Tesla's Robotaxi in Jeopardy After Uber's Latest Partnership? (Motley Fool)
03:49AM	Loading…
03:49AM	Q2 Earnings Highs And Lows: Angi (NASDAQ:ANGI) Vs The Rest Of The Gig Economy Stocks (StockStory)
Aug-28-24 06:33AM	Uber fined $324 million by Netherlands data body (Just Auto)
Aug-27-24 03:09PM	Lyft follows in Ubers footsteps with a rider verification program (TechCrunch)
01:13PM	Jim Cramer Says Abbott Laboratories (ABT)'s a Great Company' Despite the Ongoing Lawsuits (Insider Monkey)
06:16AM	Uber partners with Coco to introduce sidewalk delivery robots in US (Retail Insight Network)
05:51AM	Uber expands robotic delivery (Restaurant Dive)
Aug-26-24 02:45PM	Uber rolling out delivery robots from new partner (Chain Store Age)
02:19PM	Calls of the Day: Autodesk, Uber, D.R. Horton, Constellation Brands and Chipotle (CNBC TV)
09:44AM	Uber Faces $324M Dutch Fine for Transfer of Driver Data to US (Investopedia)
09:00AM	Investors Heavily Search Uber Technologies, Inc. (UBER): Here is What You Need to Know (Zacks)
07:46AM	Uber Technologies, Inc. (UBER): Among The Best American Stocks To Buy For Foreign Investors (Insider Monkey)
07:44AM	5 Things to Know Before the Stock Market Opens (Investopedia)
04:27AM	Dutch watchdog fines Uber $324 million for alleged inadequate protection of drivers' data (Associated Press Finance)
04:22AM	Dutch watchdog fines Uber 290 million euros ($324 million) for alleged inadequate protection of drivers' data (Associated Press Finance)
03:26AM	Uber fined in Netherlands for sending drivers' data to the US (Reuters)
Aug-25-24 12:54PM	Robotaxis Are Closer Than We Think. Tesla Will Have Competition. (Barrons.com)
05:35AM	3 Tech Stocks With More Potential Than Any Cryptocurrency (Motley Fool)
Aug-24-24 09:08PM	Analysts reset Uber stock forecast after General Motors deal (TheStreet)
06:45AM	This Growth Stock Is Down 83%, but Billionaire Investors Are Scooping It Up. Is It a Buy? (Motley Fool)
Aug-23-24 10:14PM	10 Best American Stocks To Buy For Foreign Investors (Insider Monkey)
05:01PM	Tech, Media & Telecom Roundup: Market Talk (The Wall Street Journal)
04:03PM	3-Stock Lunch: Uber, Intuit (CNBC TV)
02:45PM	Uber announces partnership with Cruise to offer driverless rides (CNBC TV)
01:36PM	Midday movers: Workday, Ross Stores, CAVA Group rise ; Intuit falls (Investing.com)
12:37PM	Uber Partners Up With Cruise. Why Analysts Expect More Self-Driving Deals. (Investor's Business Daily)
07:53AM	Uber-Cruise deal, EU tariffs, Ford 3-row EV SUV canned the week (Just Auto)
07:15AM	Nvidia Just Invested in a New AI Stock. Is It a Buy? (Motley Fool)
06:23AM	Cruise to deploy robotaxis on Uber platform from 2025 (Just Auto)
Aug-22-24 09:22PM	Uber will add driverless Cruise vehicles to its fleet in 2025 (LA Times)
06:17PM	Uber Will Let You Hail a Driverless Car from GMs Cruise Next Year (Barrons.com)
05:40PM	Uber and Cruise announce multiyear partnership (CNBC TV)
05:20PM	Uber, Cruise partner to bring self-driving vehicles to ride-hailing platform (Investing.com)
04:43PM	Cruise will dispatch some of its trouble-ridden robotaxis to join Uber's ride-hailing service (Associated Press Finance)
04:38PM	Cruise and Uber announce partnership to deploy robotaxis in some U.S. markets next year (Associated Press Finance)
04:13PM	GM's Cruise to offer robotaxis on Uber's platform from next year (Reuters)
04:05PM	Uber and Cruise to Deploy Autonomous Vehicles on the Uber Platform (Business Wire)
04:00PM	Hunting For Magnificent Growth Next Year? Check Out These 7 Stocks. (Investor's Business Daily)
08:34AM	How Democrats are pitching Harris as good for business (despite some unpopular ideas) (Yahoo Finance)
08:00AM	Wonderful Pistachios promotes on-the-go snacking with Uber, Lyft car wraps (Marketing Dive)
Aug-21-24 04:30PM	Uber CEO to Participate in Fireside Chat Hosted by Goldman Sachs (Business Wire)
10:45AM	'Sounds Like Murderville To Me': Mark Cuban And Kevin Hart Both Said No To A Startup That Became A Giant. Now They're Kicking Themselves (Benzinga)
09:30AM	Earnings Growth & Price Strength Make Uber Technologies (UBER) a Stock to Watch (Zacks)
06:13AM	Ex-Tesla executive hired by Uber (Just Auto)
04:51AM	1 Super Stock That Could Turn $200,000 Into $1 Million by 2034 (Motley Fool)
Aug-20-24 07:24PM	Uber Technologies, Inc. (UBER): A Tech Stock to Monitor Amid Market Volatility According to Stacy Rasgon (Insider Monkey)
06:32PM	Grab Holdings Limited (GRAB): A Tech Stock to Monitor Amid Market Volatility According to Stacy Rasgon (Insider Monkey)
01:57PM	Uber hires ex-Tesla exec Rebecca Tinucci to oversee EV transition, memo says (Reuters)
01:09PM	Uber Hires Ex-Tesla Charger Executive to Oversee EV Shift (Transport Topics)
10:00AM	On The Hunt For Magnificent Growth Next Year? Check These 7 Stocks. (Investor's Business Daily)
09:29AM	Evercore ISI's Mark Mahaney on his new top internet stock picks: Amazon, Doordash, Uber (CNBC TV)
09:16AM	Debt upgrade a positive step for Uber, more buybacks likely: BofA (Investing.com)
06:15AM	You Won't Believe What Uber's CEO Just Said About Tesla (Motley Fool)
Aug-19-24 09:50AM	Uber Technologies (UBER) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
09:30AM	Is Uber (UBER) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
05:02AM	Hard-pressed Kenyan drivers defy Uber's algorithm, set their own fares (Reuters)
04:23AM	Q2 Rundown: Uber (NYSE:UBER) Vs Other Gig Economy Stocks (StockStory)
02:44AM	Uber-Backed E-Scooter Startup Lime Enters Japan After Korea Exit (Bloomberg)
Aug-16-24 06:36PM	These Stocks in Nvidia's Portfolio Took a Hit in the Second Quarter (Investopedia)
06:00PM	Uber Raised to Investment-Grade by S&P on Earnings Growth (Bloomberg)
05:00PM	Uber Stock Is Up a Phenomenal 121% in 2 Years: But Is Now the Time to Buy? (Motley Fool)
04:01PM	7 Best Stocks For Magnificent Earnings Growth Next Year (Investor's Business Daily)
02:30PM	Amazon, Uber, Datadog, and 3 AI Stocks to Buy Right Now (Barrons.com)
12:20PM	Earnings Estimates Moving Higher for Uber (UBER): Time to Buy? (Zacks)
Aug-15-24 04:45PM	The AI Revolution (GuruFocus.com)
04:23PM	Shake Shack Launches AI-Powered Robo Delivery; Stock Breaks Out (Investor's Business Daily)
02:06PM	Calls of the Day: Medtronic, Boeing, Uber, Oracle and Las Vegas Sands (CNBC TV)
01:24PM	Analysts See Uber, Amazon Offering Strong Upside Following Earnings Results (Investor's Business Daily)
07:00AM	Uber Freight Launches Major Shipping Platform Update (Transport Topics)
Aug-14-24 05:36PM	LA residents: Your next Shake Shack order could be delivered by a robot (CNN Business)
04:24PM	Nvidia-Backed Serve Robotics Rises on Deal to Deliver Shake Shack Via Uber Eats (Investopedia)

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, network, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered and, in certain markets, Delivery also includes offerings for grocery, alcohol and convenience store delivery and other goods. The Freight segment leverages proprietary technology, brand awareness, and experience revolutionizing industries to connect carriers with shippers on Uber's platform, and gives carriers upfront, transparent pricing and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Jill Hazelbaker	Officer	Aug 08 '24	Proposed Sale	65.54	138,115	9,052,057		Aug 08 06:12 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Jul 15 '24	Option Exercise	33.65	500,000	16,825,000	1,766,114	Jul 16 07:21 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Jul 15 '24	Sale	71.91	500,000	35,957,114	1,266,114	Jul 16 07:21 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Jun 17 '24	Option Exercise	33.65	1,000,000	33,650,000	2,265,476	Jun 20 07:18 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Jun 17 '24	Sale	70.42	1,000,000	70,421,300	1,266,114	Jun 20 07:18 PM
West Tony	See Remarks	Jun 13 '24	Sale	70.67	28,000	1,978,665	96,945	Jun 14 08:04 PM
West Tony	See Remarks	Jun 06 '24	Sale	68.18	89,234	6,083,660	124,945	Jun 07 07:04 PM
KHOSROWSHAHI DARA	Chief Executive Officer	May 17 '24	Option Exercise	33.65	1,000,000	33,650,000	2,156,996	May 17 09:46 PM
KHOSROWSHAHI DARA	Chief Executive Officer	May 17 '24	Sale	65.93	500,000	32,964,000	1,656,996	May 17 09:46 PM
West Tony	See Remarks	May 13 '24	Sale	65.63	18,750	1,230,597	206,338	May 15 05:17 PM
Hazelbaker Jill	See Remarks	Feb 14 '24	Sale	77.83	20,000	1,556,674	107,290	Feb 16 06:58 PM
West Tony	See Remarks	Feb 12 '24	Sale	70.08	18,750	1,313,926	185,566	Feb 14 07:31 PM
Hazelbaker Jill	See Remarks	Nov 14 '23	Sale	53.01	18,850	999,150	109,009	Nov 16 06:40 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Nov 14 '23	Sale	52.84	100,000	5,284,000	1,016,243	Nov 16 06:39 PM
West Tony	See Remarks	Nov 10 '23	Sale	51.40	18,750	963,709	181,339	Nov 13 08:01 PM
Hazelbaker Jill	See Remarks	Nov 09 '23	Sale	50.29	20,000	1,005,778	129,359	Nov 13 08:00 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Nov 07 '23	Sale	50.00	50,016	2,500,800	1,266,227	Nov 09 07:52 PM
KHOSROWSHAHI DARA	Chief Executive Officer	Nov 08 '23	Sale	50.00	49,984	2,499,200	1,216,243	Nov 09 07:52 PM

Open in Screener

ETSY

Etsy Inc

Sep 06 • 04:00PM ET

53.19

Dollar change -2.38
Percentage change -4.28	%

Consumer Cyclical • Internet Retail • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: MOAT VTI VOO VB COWZ VBK SPY IVV XLY IWP

Index	S&P 500	P/E	24.71	EPS (ttm)	2.15	Insider Own	0.90%	Shs Outstand	119.07M	Perf Week	-4.16%
Market Cap	6.10B	Forward P/E	19.90	EPS next Y	2.67	Insider Trans	-1.82%	Shs Float	113.72M	Perf Month	-0.32%
Income	287.12M	PEG	1.63	EPS next Q	0.54	Inst Own	105.17%	Short Float	12.99%	Perf Quarter	-19.68%
Sales	2.77B	P/S	2.20	EPS this Y	4.61%	Inst Trans	-3.71%	Short Ratio	4.42	Perf Half Y	-22.24%
Book/sh	-5.51	P/B	-	EPS next Y	14.06%	ROA	11.45%	Short Interest	14.77M	Perf Year	-26.88%
Cash/sh	8.71	P/C	6.10	EPS next 5Y	15.20%	ROE	-1224.50%	52W Range	51.45 - 89.58	Perf YTD	-34.37%
Dividend Est.	-	P/FCF	8.84	EPS past 5Y	29.72%	ROI	16.43%	52W High	-40.62%	Beta	1.96
Dividend TTM	-	Quick Ratio	2.41	Sales past 5Y	39.73%	Gross Margin	70.78%	52W Low	3.38%	ATR (14)	2.05
Dividend Ex-Date	-	Current Ratio	2.41	EPS Y/Y TTM	142.56%	Oper. Margin	13.43%	RSI (14)	39.38	Volatility	4.16% 3.38%
Employees	2420	Debt/Eq	-	Sales Y/Y TTM	3.78%	Profit Margin	10.36%	Recom	2.71	Target Price	66.16
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	-8.95%	Payout	0.00%	Rel Volume	1.03	Prev Close	55.57
Sales Surprise	2.74%	EPS Surprise	-7.20%	Sales Q/Q	3.01%	Earnings	Jul 31 AMC	Avg Volume	3.34M	Price	53.19
SMA20	-2.48%	SMA50	-7.94%	SMA200	-20.82%	Trades		Volume	3,442,590	Change	-4.28%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Initiated	Cantor Fitzgerald	Neutral	$50
Aug-23-24	Resumed	Piper Sandler	Neutral	$56
Aug-01-24	Downgrade	Oppenheimer	Outperform → Perform
Jul-16-24	Initiated	Wolfe Research	Peer Perform
May-02-24	Downgrade	Loop Capital	Hold → Sell	$70 → $50
May-02-24	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Apr-18-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$65 → $55
Feb-22-24	Reiterated	BTIG Research	Buy	$90 → $87
Jan-10-24	Downgrade	Goldman	Buy → Neutral	$84 → $80
Dec-14-23	Reiterated	Wolfe Research	Outperform	$76 → $100
Dec-14-23	Reiterated	Wedbush	Neutral	$60 → $90
Dec-08-23	Initiated	B. Riley Securities	Buy	$100
Dec-05-23	Reiterated	Truist	Buy	$82 → $87
Oct-31-23	Resumed	UBS	Neutral	$105 → $75
Oct-25-23	Downgrade	Citigroup	Buy → Neutral	$114 → $67
Oct-17-23	Initiated	Stifel	Hold	$64
Oct-02-23	Initiated	Wedbush	Neutral
Sep-27-23	Reiterated	Wells Fargo	Underweight	$70 → $60
Sep-26-23	Reiterated	Evercore ISI	Outperform	$105 → $85
Sep-14-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$100

Show Previous Ratings

Sep-06-24 08:07PM	Palantir, Dell Will Finally Join The S&P 500. The Stocks Are Jumping. (Investor's Business Daily)
06:43PM	Palantir Technologies, Dell Technologies, and Erie Indemnity Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
06:23PM	Palantir, Dell Stocks Jump on S&P 500 Addition (Barrons.com)
06:09PM	Palantir, Dell Will Join The S&P 500. The AI Stocks Are Jumping. (Investor's Business Daily)
Sep-02-24 08:50AM	1 Growth Stock Down 81% to Buy Right Now (Motley Fool)
08:46PM	Loading…
Aug-31-24 08:46PM	Etsy, Inc. (ETSY): AR Expansion Fails to Counteract E-Commerce Slowdown Amid Investor Skepticism (Insider Monkey)
Aug-30-24 11:31AM	Why Is Etsy (ETSY) Down 7.8% Since Last Earnings Report? (Zacks)
Aug-29-24 08:57AM	Etsy showcases top products in search results (Chain Store Age)
Aug-28-24 04:05PM	Etsy to Participate in Upcoming Investor Conferences (PR Newswire)
Aug-26-24 09:35AM	Jim Cramer on Etsy Inc (NASDAQ:ETSY): Its Not Going to Go Right Back Up (Insider Monkey)
Aug-21-24 02:16AM	Eight second-hand online marketplaces to sell unwanted clothes (Retail Insight Network)
Aug-20-24 11:37PM	Insider Sale: Director Andy Ballard Sells Shares of Etsy Inc (ETSY) (GuruFocus.com)
Aug-15-24 11:24AM	Retail Stocks Climb Amid Flood of Good News (Investopedia)
06:50AM	3 Overvalued Tech Stocks to Sell Before They Tank: August 2024 (InvestorPlace)
Aug-14-24 05:13PM	S&P 500 Gains and Losses Today: Progressive, Schwab Boosted by Strong Monthly Updates (Investopedia)
06:30AM	Loading…
06:30AM	Etsy, Inc. (ETSY) Faces Activist Pressure By Elliot Management (Insider Monkey)
Aug-12-24 10:07AM	Shopify Has Gotten Its Mojo Back As It Flexes Its Pricing Power Muscles (Benzinga)
07:45AM	Can This Growth Stock Skyrocket and Beat the S&P 500 Over the Next 5 Years? (Motley Fool)
Aug-10-24 09:59AM	3 E-commerce Stocks That Could Benefit from Changing Consumer Habits (InvestorPlace)
08:45AM	3 Things to Know About Etsy Before You Buy the Stock (Motley Fool)
Aug-09-24 11:39AM	3 Quality Stocks to Buy That Fell 5% in a Single Day (InvestorPlace)
09:05AM	Is Etsy, Inc. (ETSY) a Good Stock to Buy According to Elliott Management? (Insider Monkey)
Aug-07-24 03:33PM	Amazon, Etsy see the election distracting an already weakening consumer (Yahoo Finance)
Aug-05-24 05:48PM	S&P 500 Gains and Losses Today: Index Falls 3% as Economic Concerns Intensify (Investopedia) -6.57%
06:15AM	Get Your Money Out of These 3 S&P 500 Stocks by 2025 (InvestorPlace)
12:01AM	EXCLUSIVE: Singer John Legend Delves Further Into Homewares and Furniture With Rove Concepts (WWD)
Aug-04-24 03:15AM	Street calls of the week: Upgrade for PayPal; downgrades for Etsy, Lululemon (Investing.com)
Aug-02-24 04:47PM	The Best Passive Income Idea for Young Adults (Insider Monkey) -6.57%
01:16PM	Analyst Report: Etsy, Inc. (Morningstar Research)
10:30AM	What Are the Hottest E-Commerce Stocks Right Now? 3 Top Picks. (InvestorPlace)
05:43PM	Loading…
Aug-01-24 05:43PM	Stocks eye the day's tech earnings, Etsy CEO: Market Domination (Yahoo Finance Video) -7.65%
05:09PM	Etsy is overcoming consumer headwinds by staying unique: CEO (Yahoo Finance Video)
02:13PM	Investing on interest rate cuts, jobless claims, auto loans: Wealth! (Yahoo Finance Video)
12:50PM	What e-commerce earnings may hint about consumer spending (Yahoo Finance Video)
12:46PM	Etsy to pilot customer membership program (Chain Store Age)
11:59AM	Etsy CEO on making Etsy a starting point in search (CNBC TV)
09:59AM	Etsy CEO Josh Silverman: It's a tough time for the consumer (CNBC TV)
09:47AM	Etsy downgraded, Carvana upgraded: Wall Street's top analyst calls (The Fly)
09:46AM	Etsy to begin search for new CFO (Chain Store Age)
09:00AM	Etsy Prepares to Beta Test Paid Loyalty Program (Sourcing Journal)
08:23AM	Etsy to launch paid buyer membership program (Retail Dive)
05:05AM	Analyst Report: Etsy, Inc. (Morningstar Research)
Jul-31-24 06:00PM	Compared to Estimates, Etsy (ETSY) Q2 Earnings: A Look at Key Metrics (Zacks)
05:40PM	Carvana, Etsy, Teladoc: After-hours movers (Yahoo Finance Video)
05:34PM	Etsy beats quarterly revenue estimates on steady demand for personalized gifts (Reuters)
05:20PM	Etsy (ETSY) Q2 Earnings Lag Estimates (Zacks)
04:19PM	Etsy: Q2 Earnings Snapshot (Associated Press Finance)
04:17PM	Etsy (NASDAQ:ETSY) Beats Q2 Sales Targets (StockStory)
04:05PM	Etsy, Inc. Reports Second Quarter 2024 Results (PR Newswire)
04:05PM	Etsy Announces Planned Retirement of CFO Rachel Glaser (PR Newswire)
12:19PM	Fed hints a rate cut could be coming, investors eye Meta earnings: Yahoo Finance (Yahoo Finance Video)
Jul-30-24 08:48PM	Etsy plans to test its first-ever loyalty program as it aims to boost sales (Associated Press Finance)
03:02AM	What To Expect From Etsy's (ETSY) Q2 Earnings (StockStory)
Jul-29-24 09:35AM	Here's Why Artisan Small Cap Fund Ended its Investment Campaign in Bentley Systems, Incorporated (BSY) (Insider Monkey)
09:16AM	Insights Into Etsy (ETSY) Q2: Wall Street Projections for Key Metrics (Zacks)
09:01AM	Artisan Small Cap Fund Exited Etsy (ETSY) Due to Disappointing Financial Results (Insider Monkey)
Jul-28-24 08:49PM	The Largest Handicraft Exporting Country in the World (Insider Monkey)
Jul-24-24 10:01AM	Earnings Preview: Etsy (ETSY) Q2 Earnings Expected to Decline (Zacks)
Jul-21-24 11:55PM	Cloudflare, Inc. (NET): Do Hedge Funds Think This Stock Will Skyrocket Soon? (Insider Monkey)
Jul-17-24 04:05PM	Etsy to Announce Second Quarter 2024 Financial Results on July 31, 2024 (PR Newswire)
05:15AM	Have $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now (Motley Fool)
Jul-13-24 10:30AM	Amazon is worried about upstarts like Temu and Shein. Here's how it's confronting them. (Yahoo Finance)
07:47AM	Did Amazon Just Say "Checkmate" to Pinduoduo? 1 Big Move Investors Should Watch (Motley Fool)
07:46AM	Oakmark Global Fund Added Etsy (ETSY) to its Portfolio on Dip (Insider Monkey)
Jul-12-24 11:06AM	Etsys CEO says the human touch gives the e-commerce giant a strong sense of purpose (Fortune)
Jul-11-24 10:30AM	Etsys New Ad Campaign, Site Policies Aim to Keep Commerce Human (Sourcing Journal)
07:15AM	Online Marketplace Stocks Q1 Teardown: eHealth (NASDAQ:EHTH) Vs The Rest (StockStory)
Jul-10-24 03:26PM	3 Overvalued Social Media Stock You Shouldn't Touch With a 10-Foot Pole (InvestorPlace)
Jul-09-24 01:34PM	Etsy adds AI-generated item guidelines in new seller policy (TechCrunch)
01:08PM	Etsy focuses on creativity of sellers with new standards, campaign (Chain Store Age)
09:00AM	How Etsy Approaches AIBoth Internally and Externally (Sourcing Journal)
06:58AM	Etsy addresses anxiety over AI, mass manufacturing with new brand mission (Marketing Dive)
Jul-08-24 05:12PM	S&P 500 Gains and Losses Today: Intel, Super Micro Computer Surge on AI Boost (Investopedia) -5.27%
04:14PM	Three AI Plays Led S&P 500 Stocks Monday (Investor's Business Daily)
12:42PM	Here's Why Etsy (ETSY) is a Strong Growth Stock (Zacks)
03:46AM	Online Marketplace Q1 Earnings: MercadoLibre (NASDAQ:MELI) is the Best in the Biz (StockStory)
Jul-05-24 06:09AM	Q1 Earnings Highlights: Etsy (NASDAQ:ETSY) Vs The Rest Of The Online Marketplace Stocks (StockStory)
Jul-04-24 09:27AM	3 Consumer Discretionary Stocks to Sell in July Before They Crash & Burn (InvestorPlace)
Jul-02-24 07:15AM	3 Growth Stocks Under $50 With Jaw-Dropping Potential (InvestorPlace)
Jul-01-24 03:36PM	3 Growth Stocks to Sell in July Before They Crash & Burn (InvestorPlace)
Jun-27-24 09:05AM	Etsy (ETSY) Fell as It Missed Consumer Expectations (Insider Monkey)
Jun-24-24 06:20AM	Amazon Is Phenomenal, but Is Another E-Commerce Stock a Better Buying Opportunity Right Now? (Motley Fool)
Jun-21-24 08:00AM	3 Growth Stocks to Sell in June Before They Crash & Burn (InvestorPlace)
Jun-19-24 01:23PM	3 Stocks You Don't Want to Be Caught Holding When the Market Drops (InvestorPlace)
Jun-18-24 01:00PM	3 Stocks Under $10 to Buy for Maximum Growth in 2024 (InvestorPlace)
Jun-17-24 10:00AM	Exit Now! 3 Tech Stocks to Sell in June 2024. (InvestorPlace)
Jun-13-24 07:30PM	Analyst Report: Etsy, Inc. (Morningstar Research)
Jun-12-24 05:34PM	Analyst Report: Etsy, Inc. (Morningstar Research)
Jun-07-24 10:00AM	3 Cheap E-Commerce Stocks to Play a Bounce in Digital Spending (InvestorPlace)
08:02AM	Braze, Inc. (NASDAQ:BRZE) Q1 2025 Earnings Call Transcript (Insider Monkey)
May-31-24 11:31AM	Etsy (ETSY) Up 3.7% Since Last Earnings Report: Can It Continue? (Zacks)
May-30-24 01:24PM	Etsy rolls out gifting video feature (Chain Store Age)
07:46AM	3 Sorry E-Commerce Stocks to Sell in May While You Still Can (InvestorPlace)
May-29-24 04:00PM	Ticking Time Bombs: 3 Stocks to Ditch Before They Implode (InvestorPlace)
08:58AM	Do Options Traders Know Something About Etsy (ETSY) Stock We Don't? (Zacks)
06:30AM	5 Affordable Business Ideas That Almost Anyone Can Start (Motley Fool)
May-28-24 06:19AM	3 Sorry Growth Stocks to Sell in May While You Still Can (InvestorPlace)
May-27-24 12:06PM	3 Sorry Overhyped Stocks to Sell in May While You Still Can (InvestorPlace)
May-23-24 07:00PM	Insider Sale: Director Andy Ballard Sells Shares of Etsy Inc (ETSY) (GuruFocus.com)
May-20-24 05:45AM	Amazon Is Magnificent, but Is This E-Commerce Stock a No-Brainer Buy on the Dip? (Motley Fool)

Etsy, Inc. engages in the operation of an online marketplace. It offers handmade products such as shoes, clothing, bags, and accessories. It operates through the following segments: Etsy, Reverb, Depop, and Elo7. The company was founded in 2005 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Daniel Nicholas	CHIEF PRODUCT OFFICER	Sep 03 '24	Sale	55.40	750	41,550	18,083	Sep 05 04:30 PM
Daniel Nicholas	Officer	Sep 03 '24	Proposed Sale	55.07	750	41,302		Sep 03 04:05 PM
BALLARD ANDY	Director	Aug 20 '24	Sale	53.84	1,860	100,148	3,318	Aug 20 04:19 PM
Buckley Merilee	CHIEF ACCOUNTING OFFICER	Aug 16 '24	Sale	53.98	3,293	177,756	0	Aug 20 04:18 PM
Andrew Ballard	Director	Aug 20 '24	Proposed Sale	54.00	1,900	102,600		Aug 20 02:42 PM
Buckley Merilee	Officer	Aug 16 '24	Proposed Sale	53.81	3,293	177,196		Aug 16 04:17 PM
Blow Marla J	Director	Aug 15 '24	Sale	53.11	500	26,555	6,223	Aug 16 04:13 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Aug 05 '24	Sale	56.41	2,973	167,695	592	Aug 07 04:18 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Aug 01 '24	Option Exercise	0.00	4,650	0	5,242	Aug 05 04:15 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Aug 01 '24	Sale	60.16	250	15,041	21,689	Aug 05 04:15 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Aug 01 '24	Sale	59.74	750	44,805	18,833	Aug 05 04:15 PM
Nadal Toni Thompson	Officer	Aug 05 '24	Proposed Sale	56.37	2,973	167,588		Aug 05 04:04 PM
Daniel Nicholas	Officer	Aug 01 '24	Proposed Sale	63.50	750	47,625		Aug 01 04:01 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Jul 12 '24	Option Exercise	41.65	150	6,248	22,189	Jul 16 05:48 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Jul 12 '24	Sale	60.00	250	15,000	21,939	Jul 16 05:48 PM
Silverman Josh	PRESIDENT & CEO	Jul 01 '24	Option Exercise	0.00	7,302	0	57,134	Jul 03 04:30 PM
MOSKOWITZ RAINA	CHIEF OPERATING OFFICER	Jul 01 '24	Option Exercise	0.00	4,510	0	41,492	Jul 03 04:30 PM
Glaser Rachel C	CHIEF FINANCIAL OFFICER	Jul 01 '24	Option Exercise	0.00	5,111	0	80,410	Jul 03 04:30 PM
Stretch Colin	CHIEF LEGAL OFFICER	Jul 01 '24	Option Exercise	0.00	4,209	0	9,073	Jul 03 04:30 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Jul 01 '24	Option Exercise	0.00	4,209	0	24,188	Jul 03 04:30 PM
Buckley Merilee	CHIEF ACCOUNTING OFFICER	Jul 01 '24	Option Exercise	0.00	730	0	3,557	Jul 03 04:30 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Jul 01 '24	Option Exercise	0.00	3,908	0	22,090	Jul 03 04:30 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Jul 01 '24	Sale	57.42	750	43,063	19,583	Jul 03 04:30 PM
Steinberg Marc	Director	Jun 13 '24	Option Exercise	0.00	1,062	0	1,062	Jun 17 04:15 PM
Smyth Margaret Mary	Director	Jun 13 '24	Option Exercise	0.00	3,589	0	12,453	Jun 17 04:15 PM
REIFF MELISSA	Director	Jun 13 '24	Option Exercise	0.00	3,544	0	11,356	Jun 17 04:15 PM
KLEIN JONATHAN D	Director	Jun 13 '24	Option Exercise	0.00	3,411	0	46,535	Jun 17 04:15 PM
BURNS M MICHELE	Director	Jun 13 '24	Option Exercise	0.00	3,489	0	22,717	Jun 17 04:15 PM
BRIGGS GARY S	Director	Jun 13 '24	Option Exercise	0.00	3,411	0	15,557	Jun 17 04:15 PM
Blow Marla J	Director	Jun 13 '24	Option Exercise	0.00	3,434	0	6,723	Jun 17 04:15 PM
BALLARD ANDY	Director	Jun 13 '24	Option Exercise	0.00	3,411	0	5,178	Jun 17 04:15 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Jun 10 '24	Sale	65.68	1,444	94,849	592	Jun 12 05:23 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Jun 05 '24	Option Exercise	41.65	300	12,495	20,479	Jun 07 04:13 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Jun 05 '24	Sale	64.72	500	32,360	19,979	Jun 07 04:13 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Jun 03 '24	Sale	64.79	750	48,590	18,182	Jun 05 04:15 PM
BALLARD ANDY	Director	May 22 '24	Sale	64.03	1,875	120,056	1,767	May 23 04:15 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	May 01 '24	Sale	69.61	750	52,211	18,932	May 03 04:10 PM
Buckley Merilee	CHIEF ACCOUNTING OFFICER	Apr 01 '24	Option Exercise	0.00	2,616	0	5,443	Apr 03 05:20 PM
Buckley Merilee	CHIEF ACCOUNTING OFFICER	Apr 03 '24	Sale	65.04	1,671	108,682	2,827	Apr 03 05:20 PM
Stretch Colin	CHIEF LEGAL OFFICER	Apr 01 '24	Option Exercise	0.00	9,125	0	9,125	Apr 03 05:00 PM
Silverman Josh	PRESIDENT & CEO	Apr 01 '24	Option Exercise	0.00	59,724	0	82,864	Apr 03 04:58 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Apr 01 '24	Option Exercise	0.00	2,261	0	2,853	Apr 03 04:56 PM
MOSKOWITZ RAINA	CHIEF OPERATING OFFICER	Apr 01 '24	Option Exercise	0.00	15,992	0	44,200	Apr 03 04:55 PM
Kumar Rachana	CHIEF TECHNOLOGY OFFICER	Apr 01 '24	Option Exercise	0.00	8,390	0	23,207	Apr 03 04:54 PM
Glaser Rachel C	CHIEF FINANCIAL OFFICER	Apr 01 '24	Option Exercise	0.00	21,345	0	85,686	Apr 03 04:52 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Apr 01 '24	Option Exercise	0.00	12,284	0	25,422	Apr 03 04:49 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Apr 01 '24	Sale	66.01	750	49,504	19,682	Apr 03 04:49 PM
Nadal Toni Thompson	CHIEF HUMAN RESOURCES OFFICER	Mar 01 '24	Option Exercise	0.00	1,012	0	1,012	Mar 05 04:21 PM
Daniel Nicholas	CHIEF PRODUCT OFFICER	Feb 27 '24	Sale	71.82	1,500	107,728	13,138	Feb 29 04:41 PM
Silverman Josh	PRESIDENT & CEO	Feb 27 '24	Option Exercise	10.62	63,047	669,559	86,187	Feb 29 04:38 PM
Silverman Josh	PRESIDENT & CEO	Feb 27 '24	Sale	72.50	63,047	4,570,908	23,140	Feb 29 04:38 PM
Silverman Josh	President & CEO	Oct 25 '23	Option Exercise	10.62	10,425	110,713	33,565	Oct 27 04:46 PM
Silverman Josh	President & CEO	Oct 25 '23	Sale	62.26	10,425	649,053	23,140	Oct 27 04:46 PM
Silverman Josh	President & CEO	Oct 11 '23	Option Exercise	10.62	10,425	110,713	33,565	Oct 13 04:32 PM
Silverman Josh	President & CEO	Oct 11 '23	Sale	64.51	10,425	672,473	23,140	Oct 13 04:32 PM
Buckley Merilee	Chief Accounting Officer	Oct 03 '23	Sale	62.94	1,670	105,104	2,827	Oct 05 04:16 PM
SCOTT RYAN M.	Chief Marketing Officer	Oct 03 '23	Sale	62.91	1,043	65,613	7,735	Oct 05 04:15 PM
Silverman Josh	President & CEO	Oct 01 '23	Option Exercise	0.00	18,943	0	33,617	Oct 03 04:20 PM
Seymour Kimaria	Chief Human Resources Officer	Oct 01 '23	Option Exercise	0.00	8,154	0	13,321	Oct 03 04:18 PM
SCOTT RYAN M.	Chief Marketing Officer	Oct 01 '23	Option Exercise	0.00	13,023	0	15,429	Oct 03 04:18 PM
MOSKOWITZ RAINA	Chief Operating Officer	Oct 01 '23	Option Exercise	0.00	13,297	0	35,564	Oct 03 04:17 PM
Kumar Rachana	Chief Technology Officer	Oct 01 '23	Option Exercise	0.00	8,390	0	19,103	Oct 03 04:16 PM
Glaser Rachel C	Chief Financial Officer	Oct 01 '23	Option Exercise	0.00	17,754	0	74,161	Oct 03 04:15 PM
Buckley Merilee	Chief Accounting Officer	Oct 01 '23	Option Exercise	0.00	2,613	0	5,440	Oct 03 04:13 PM
Silverman Josh	President & CEO	Sep 27 '23	Option Exercise	10.62	10,425	110,713	25,099	Sep 29 04:20 PM
Silverman Josh	President & CEO	Sep 27 '23	Sale	62.56	10,425	652,212	14,674	Sep 29 04:20 PM
Silverman Josh	President & CEO	Sep 13 '23	Option Exercise	10.62	10,425	110,713	25,099	Sep 15 04:11 PM
Silverman Josh	President & CEO	Sep 13 '23	Sale	64.77	10,425	675,221	14,674	Sep 15 04:11 PM

FIS Fidelity National Information Services, Inc. daily Stock Chart

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

Index	S&P 500	P/E	616.83	EPS (ttm)	0.13	Insider Own	0.09%	Shs Outstand	583.00M	Perf Week	0.04%
Market Cap	44.39B	Forward P/E	14.41	EPS next Y	5.65	Insider Trans	0.31%	Shs Float	545.10M	Perf Month	6.42%
Income	62.00M	PEG	-	EPS next Q	1.29	Inst Own	99.02%	Short Float	2.07%	Perf Quarter	6.53%
Sales	9.96B	P/S	4.46	EPS this Y	52.54%	Inst Trans	-2.30%	Short Ratio	3.53	Perf Half Y	17.66%
Book/sh	31.03	P/B	2.62	EPS next Y	9.82%	ROA	1.32%	Short Interest	11.29M	Perf Year	47.07%
Cash/sh	3.91	P/C	20.83	EPS next 5Y	-0.60%	ROE	3.12%	52W Range	46.91 - 83.29	Perf YTD	35.44%
Dividend Est.	1.46 (1.80%)	P/FCF	11.18	EPS past 5Y	-	ROI	0.22%	52W High	-2.32%	Beta	1.08
Dividend TTM	1.76 (2.16%)	Quick Ratio	1.35	Sales past 5Y	5.16%	Gross Margin	38.24%	52W Low	73.43%	ATR (14)	1.46
Dividend Ex-Date	Sep 10, 2024	Current Ratio	1.35	EPS Y/Y TTM	100.34%	Oper. Margin	22.98%	RSI (14)	60.83	Volatility	1.69% 1.73%
Employees	60000	Debt/Eq	0.66	Sales Y/Y TTM	-31.69%	Profit Margin	0.62%	Recom	2.03	Target Price	85.04
Option/Short	Yes / Yes	LT Debt/Eq	0.62	EPS Q/Q	103.92%	Payout	-	Rel Volume	0.85	Prev Close	82.47
Sales Surprise	0.16%	EPS Surprise	10.42%	Sales Q/Q	-33.56%	Earnings	Aug 06 BMO	Avg Volume	3.20M	Price	81.36
SMA20	2.13%	SMA50	5.51%	SMA200	16.55%	Trades		Volume	2,711,644	Change	-1.35%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-22-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$79
Apr-11-24	Downgrade	Exane BNP Paribas	Outperform → Neutral	$72
Mar-13-24	Downgrade	Robert W. Baird	Outperform → Neutral	$76 → $78
Feb-29-24	Resumed	Goldman	Buy	$84
Oct-20-23	Resumed	UBS	Neutral	$58
Oct-19-23	Upgrade	Barclays	Equal Weight → Overweight	$62 → $69
Oct-17-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$65
Oct-12-23	Initiated	Seaport Research Partners	Neutral
Oct-06-23	Initiated	TD Cowen	Market Perform	$56
Aug-25-23	Downgrade	Evercore ISI	Outperform → In-line	$75 → $60
Jul-12-23	Upgrade	Atlantic Equities	Neutral → Overweight
Apr-28-23	Upgrade	Stephens	Equal-Weight → Overweight	$70 → $75
Mar-17-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$70
Feb-14-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$73 → $79
Feb-14-23	Downgrade	Credit Suisse	Outperform → Neutral	$85 → $75
Feb-14-23	Downgrade	Citigroup	Buy → Neutral	$85 → $70
Jan-17-23	Downgrade	Barclays	Overweight → Equal Weight	$90 → $73
Jan-09-23	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight	$75
Dec-09-22	Downgrade	Jefferies	Buy → Hold	$95 → $75
Nov-04-22	Downgrade	Wolfe Research	Outperform → Peer Perform

Show Previous Ratings

Sep-06-24 09:29AM	FIS to Present at Upcoming Conference (Business Wire)
Sep-05-24 11:31AM	Fidelity National (FIS) Up 7.8% Since Last Earnings Report: Can It Continue? (Zacks)
Aug-31-24 10:52PM	Fidelity National Information Services, Inc. (FIS): An Undervalued Tech Stock To Buy Now (Insider Monkey)
Aug-30-24 06:00AM	Bull of the Day: Fidelity National Information Services (FIS) (Zacks)
Aug-27-24 11:17AM	Barclays Hires Morgan Stanleys Douglass to Run Sponsors M&A (Bloomberg)
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Aug-20-24 04:24AM	Should You Invest in Fidelity National Information Services (FIS)? (Insider Monkey)
Aug-16-24 12:34PM	Fidelity National (FIS) Ties Up to Enhance P2P Payments (Zacks)
Aug-15-24 08:00AM	FIS Leverages Scale and NYCE Debit Network to Enable Streamlined Peer-to-Peer Payment Capabilities within Digital Banking Platforms (Business Wire)
Aug-07-24 03:33AM	Q2 2024 Fidelity National Information Services Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-06-24 04:53PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research) +5.14%
12:31PM	Fidelity National (FIS) Beats Q2 Earnings, Hikes '24 Guidance (Zacks)
08:15AM	Fidelity National Information Services (FIS) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:11AM	Fidelity National: Q2 Earnings Snapshot (Associated Press Finance)
07:00AM	FIS Reports Strong Second Quarter 2024 Results and Raises Full-Year Outlook (Business Wire)
Aug-05-24 03:54PM	FIS Brings Innovative Data Intelligence to Regional and Community Institutions, Unlocking Greater Deposits and Balance Sheet Optimization (Business Wire)
04:30PM	Loading…
Aug-01-24 04:30PM	FIS Announces Quarterly Dividend (Business Wire)
11:59AM	Will Fidelity National's (FIS) Q2 Profits Surge or Stall? (Zacks)
09:15AM	Countdown to Fidelity National (FIS) Q2 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Jul-23-24 11:55AM	ACI Worldwide extends strategic partnership with Worldpay (Electronic Payments)
08:00AM	FIS Recognized by CNBC as a Top 250 Fintech Company for Banking Solutions (Business Wire)
Jul-22-24 09:51AM	Crowdstrike, American Airlines downgraded: Wall Street's top analyst calls (The Fly)
01:35AM	Q and A Floris De Kort (Electronic Payments)
Jul-20-24 09:00AM	3 Overvalued Stocks Teetering on the Brink of Collapse (InvestorPlace)
Jul-18-24 09:00AM	FIS to Report Second Quarter 2024 Results on August 6, 2024 (Business Wire)
06:15AM	If You Can Only Buy One Fintech Stock in July, It Better Be One of These 3 Names (InvestorPlace)
Jul-17-24 12:46PM	Fidelity (FIS) to Enhance Efficiency With Innovative Products (Zacks)
03:00AM	FIS Launches New Trade Matching Solution to Revolutionize the UK Securities Finance Market (Business Wire)
Jul-16-24 08:00AM	FIS Launches SMB Digital Lending to Streamline Small Business Loan Processes (Business Wire)
Jul-15-24 06:37AM	Should You Invest in Fidelity Information Services (FIS)? (Insider Monkey)
Jul-12-24 03:00AM	FIS Post Trade Processing Platform Recognized with Awards Trifecta for Functional Excellence and Innovation (Business Wire)
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Jul-09-24 08:00AM	FIS Recognized as a Leading Industry Innovator for Treasury & Risk Solutions (Business Wire)
Jul-08-24 09:19AM	3 Fintech Stocks to Sell in July Before They Crash & Burn (InvestorPlace)
Jul-03-24 08:00AM	Independent Study Finds FIS Code Connect Platform Brought Productivity Gains, 193% ROI (Business Wire)
Jul-01-24 07:08AM	Fidelity National Information Services (FIS) Rose After an Optimistic Outlook (Insider Monkey)
Jun-26-24 04:00AM	New FIS Research Shows UK Consumers Addicted to Financial Doomscrolling Fuelled by Economic Angst (Business Wire)
Jun-25-24 01:38PM	Here's Why You Should Retain Fidelity National (FIS) Stock Now (Zacks)
Jun-20-24 10:00AM	FIS CEO and President Stephanie Ferris Named One of American Banker's Most Influential Women in Fintech 2024 (Business Wire)
Jun-16-24 03:51PM	Fisher Sells Stake of Up to $3 Billion to Advent, Abu Dhabi Fund (Bloomberg)
Jun-10-24 07:01AM	Fidelity National Information Services Inc's Dividend Analysis (GuruFocus.com)
Jun-05-24 11:30AM	Why Is Fidelity National (FIS) Up 2.4% Since Last Earnings Report? (Zacks)
08:00AM	FIS Launches Climate Risk Financial Modeler to Help Clients Assess, Reduce and Report Risks Tied to Climate Change (Business Wire)
Jun-04-24 04:30PM	FIS to Present at Upcoming Conference (Business Wire)
May-30-24 09:05AM	Fidelity National Information Services (FIS) Stock Rose 24% in Q1 (Insider Monkey)
May-23-24 01:23PM	Fidelity (FIS) Enhances Efficiency With New Mobile Banking App (Zacks)
May-22-24 08:00AM	FIS Reimagines the Banking Experience for the Digital Age with New Mobile Banking Application (Business Wire)
May-21-24 01:15AM	Do You Think Fidelity National Information Services (FIS) is a Stable Company? (Insider Monkey)
May-20-24 03:55PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
May-16-24 08:48AM	Autonomous Research Adjusts Fidelity National Information Services Price Target to $84 From $80 (MT Newswires)
May-15-24 03:56PM	Klarman's Baupost Group Buys Stake in SoundHound, Cuts Position in Warner Bros Discovery (Investopedia)
06:00AM	The most powerful woman in fintech is on the hunt for acquisitions (Fortune)
May-14-24 02:11PM	Why You Should Add Fidelity National (FIS) to Your Portfolio (Zacks)
May-13-24 05:57PM	American Express partners with Worldpay to offer greater payment choice for small businesses (Electronic Payments)
04:30PM	FIS to Present at Upcoming Conference (Business Wire)
May-10-24 07:42PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
May-09-24 06:27AM	DA Davidson Adjusts Fidelity National Information Services' PT to $81 From $75, Keeps Buy Rating (MT Newswires)
06:04AM	Barclays Adjusts Price Target on Fidelity National Information Services to $85 From $83, Keeps Overweight Rating (MT Newswires)
06:02AM	Mizuho Adjusts Price Target on Fidelity National Information Services to $85 From $76, Keeps Buy Rating (MT Newswires)
May-08-24 11:35AM	Fidelity National's (FIS) Shares Up 5.5% Since Q1 Earnings Beat (Zacks)
11:33AM	Fidelity National Information's Revenue Outlook Largely Meets Expectations, Morgan Stanley Says (MT Newswires)
09:52AM	BofA Securities Adjusts Price Target on Fidelity National Information Services to $88 From $84, Maintains Buy Rating (MT Newswires)
08:13AM	TD Cowen Adjusts Fidelity National Information Services Price Target to $75 From $70 (MT Newswires)
07:43AM	Keefe, Bruyette & Woods Adjusts Price Target on Fidelity National Information Services to $85 From $82 (MT Newswires)
07:36AM	Morgan Stanley Lifts Price Target on Fidelity National Information Services to $79 From $77, Keeps Overweight Rating (MT Newswires)
06:39AM	Susquehanna Adjusts Fidelity National Information Services' Price Target to $86 From $81 (MT Newswires)
06:33AM	Raymond James Adjusts Price Target on Fidelity National Information Services to $88 From $82 (MT Newswires)
01:02AM	Decoding Fidelity National Information Services Inc (FIS): A Strategic SWOT Insight (GuruFocus.com)
May-07-24 05:30PM	Fidelity National (FIS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +5.48%
04:43PM	Costco Stock Nears Buy Point As Other Names From Favorite IBD Screen Hit Entries (Investor's Business Daily)
02:46PM	Tech Stocks on the Move Today: GlobalFoundries, Datadog, and More (Investopedia)
01:44PM	Top Stock Movers Now: Walt Disney, Datadog, Ferrari, and More (Investopedia)
10:26AM	Fidelity National Information Services, Inc. (NYSE:FIS) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	FIS Launches Innovative New Fintech Platform Atelio by FIS (Business Wire)
07:45AM	FIS Hosts 2024 Investor Day: Outlines Strategy and Provides Medium-Term Outlook (Business Wire)
06:39AM	RBC Raises Price Target on Fidelity National Information Services to $82 From $75, Keeps Outperform Rating (MT Newswires)
05:55AM	Jefferies Adjusts Price Target on Fidelity National Information Services to $75 From $70, Keeps Hold Rating (MT Newswires)
05:55AM	RBC Adjusts Price Target on Fidelity National Information Services to $82 From $75, Keeps Outperform Rating (MT Newswires)
05:55AM	Evercore ISI Adjusts Price Target on Fidelity National Information Services to $80 From $75, Keeps In Line Rating (MT Newswires)
05:49AM	Baird Adjusts Price Target on Fidelity National Information Services to $82 From $78, Keeps Neutral Rating (MT Newswires)
05:49AM	Wolfe Adjusts Price Target on Fidelity National Information Services to $85 From $80, Keeps Outperform Rating (MT Newswires)
05:39AM	Q1 2024 Fidelity National Information Services Inc Earnings Call (Thomson Reuters StreetEvents)
03:08AM	Fidelity National Information Services Inc (FIS) (Q1 2024) Earnings Call Transcript Highlights: ... (GuruFocus.com)
May-06-24 08:59PM	FIS Stock Earnings: Fidelity National Info Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:31PM	Fidelity National Information Services Inc (FIS) Reports First Quarter 2024 Earnings: Exceeds ... (GuruFocus.com)
05:25PM	Analyst Report: Fidelity National Information Services, Inc. (Morningstar Research)
05:15PM	FIS raises annual profit forecast on strong consumer spending (Reuters)
05:15PM	Fidelity National Information Services (FIS) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:25PM	Fidelity National Information Services Q1 Adjusted Earnings, Revenue Increase; 2024 EPS Outlook Boosted (MT Newswires)
04:12PM	Fidelity National: Q1 Earnings Snapshot (Associated Press Finance)
04:00PM	FIS Reports Strong First Quarter 2024 Results and Increases Full-Year Adjusted EPS Outlook (Business Wire)
May-04-24 10:11AM	14 Best Financial Sector Dividend Stocks To Invest In (Insider Monkey)
May-03-24 12:41PM	Why Earnings Season Could Be Great for Fidelity National Information Services (FIS) (Zacks)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
May-01-24 01:27PM	Is Fidelity (FIS) Stock Worth Buying Ahead of Q1 Earnings? (Zacks)
09:15AM	Unlocking Q1 Potential of Fidelity National (FIS): Exploring Wall Street Estimates for Key Metrics (Zacks)
Apr-30-24 09:40AM	Are Investors Undervaluing Fidelity National Information Services (FIS) Right Now? (Zacks)
08:26AM	Evercore ISI Adjusts Price Target on Fidelity National Information Services to $75 From $62 (MT Newswires)
Apr-25-24 04:30PM	FIS Announces Quarterly Dividend (Business Wire)
Apr-18-24 04:30PM	FIS to Report First Quarter 2024 Results on May 6, 2024; Will Host Investor Conference on May 7, 2024 (Business Wire)
10:02AM	Fidelity National Information Services (FIS) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
08:00AM	FIS Named as One of the Most Trustworthy Companies in America for Second Consecutive Year (Business Wire)

Fidelity National Information Services, Inc. engages in the provision of technology solutions for financial institutions and businesses. It operates through the following segments: Banking, Capital Markets, and Corporate and Other. The Banking segment focuses on serving financial institutions with core processing software, transaction processing software, and complementary applications and services. The Capital Markets segment provides global financial services with buy- and sell-side solutions. The Corporate and Other segment includes corporate overhead expense, leveraged functions, and miscellaneous expenses. The company was founded in 1968 and is headquartered in Jacksonville, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ferris Stephanie	CEO and President	Sep 04 '24	Option Exercise	0.00	27,403	0	123,958	Sep 05 04:42 PM
Kehoe James	Chief Financial Officer	Aug 26 '24	Option Exercise	0.00	90,448	0	90,448	Aug 27 04:11 PM
Goldstein Jeffrey A	Director	Jul 15 '24	Buy	76.81	719	55,226	9,771	Jul 16 04:19 PM
Shea Brian T	Director	Jun 05 '24	Option Exercise	0.00	9,004	0	17,711	Jun 07 04:23 PM
Alemany Ellen R	Director	Jun 05 '24	Option Exercise	0.00	2,139	0	5,993	Jun 07 04:22 PM
PARENT LOUISE M	Director	Jun 05 '24	Option Exercise	0.00	7,547	0	15,873	Jun 07 04:22 PM
ADREAN LEE	Director	May 28 '24	Option Exercise	0.00	3,854	0	15,623	May 30 04:31 PM
LAMNECK KENNETH T	Director	May 28 '24	Option Exercise	0.00	3,854	0	8,765	May 30 04:31 PM
Alemany Ellen R	Director	May 28 '24	Option Exercise	0.00	3,854	0	3,854	May 30 04:31 PM
D'Silva Vijay	Director	May 28 '24	Option Exercise	0.00	3,854	0	8,729	May 30 04:31 PM
Stallings James B JR	Director	May 28 '24	Option Exercise	0.00	3,854	0	21,585	May 30 04:30 PM
Bhathena Firdaus	Chief Technology Officer	May 28 '24	Option Exercise	0.00	6,901	0	14,281	May 30 04:30 PM
Benjamin Mark D	Director	May 28 '24	Option Exercise	0.00	3,854	0	4,869	May 30 04:30 PM
Bhathena Firdaus	Chief Technology Officer	Apr 22 '24	Option Exercise	0.00	12,995	0	12,995	Apr 23 04:25 PM
Goldstein Jeffrey A	Director	Apr 15 '24	Buy	72.37	775	56,087	9,052	Apr 17 04:54 PM
Williams Lenore D	CEVP, Chief People Officer	Mar 29 '24	Option Exercise	0.00	6,988	0	45,837	Apr 02 04:58 PM
Thompson Christopher A	Chief Accounting Officer	Mar 15 '24	Option Exercise	68.22	3,125	213,188	21,394	Mar 19 05:07 PM
Ferris Stephanie	CEO and President	Feb 28 '24	Option Exercise	0.00	27,692	0	106,629	Mar 01 04:20 PM
Tsai Caroline	CEVP CLO and Corp Affairs	Feb 28 '24	Option Exercise	0.00	10,909	0	10,827	Mar 01 04:18 PM
Williams Lenore D	CEVP, Chief People Officer	Feb 28 '24	Option Exercise	0.00	9,859	0	40,145	Mar 01 04:15 PM
ADREAN LEE	Director	Jan 23 '24	Option Exercise	0.00	1,015	0	11,769	Jan 24 06:03 PM
Benjamin Mark D	Director	Jan 23 '24	Option Exercise	0.00	1,015	0	1,015	Jan 24 06:02 PM
Alemany Ellen R	Director	Jan 17 '24	Buy	60.32	735	44,335	35,333	Jan 18 04:29 PM
Goldstein Jeffrey A	Director	Jan 17 '24	Buy	60.32	899	54,228	8,277	Jan 18 04:27 PM
Gileadi Ido	Chief Operating Officer	Nov 02 '23	Option Exercise	0.00	484	0	52,554	Nov 03 04:21 PM
Alemany Ellen R	Director	Oct 17 '23	Buy	53.00	855	45,315	4,598	Oct 19 04:29 PM
Goldstein Jeffrey A	Director	Oct 17 '23	Buy	53.00	1,045	55,385	7,378	Oct 19 04:26 PM

Open in Screener

FI

Fiserv, Inc.

Sep 06 • 04:00PM ET

170.02

Dollar change -2.49
Percentage change -1.44	%

Technology • Information Technology Services • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO SPY IVV XLF VUG VTV JEPI IWD VFH

Index	S&P 500	P/E	29.49	EPS (ttm)	5.77	Insider Own	0.78%	Shs Outstand	594.00M	Perf Week	-1.69%
Market Cap	97.89B	Forward P/E	16.76	EPS next Y	10.15	Insider Trans	-4.86%	Shs Float	571.22M	Perf Month	8.83%
Income	3.45B	PEG	1.91	EPS next Q	2.26	Inst Own	93.22%	Short Float	1.36%	Perf Quarter	12.93%
Sales	19.78B	P/S	4.95	EPS this Y	16.23%	Inst Trans	-0.56%	Short Ratio	3.18	Perf Half Y	13.14%
Book/sh	48.79	P/B	3.48	EPS next Y	16.07%	ROA	4.04%	Short Interest	7.78M	Perf Year	38.79%
Cash/sh	2.08	P/C	81.91	EPS next 5Y	15.40%	ROE	11.87%	52W Range	109.11 - 175.47	Perf YTD	27.99%
Dividend Est.	-	P/FCF	24.81	EPS past 5Y	11.66%	ROI	6.57%	52W High	-3.11%	Beta	0.93
Dividend TTM	-	Quick Ratio	1.06	Sales past 5Y	29.39%	Gross Margin	60.97%	52W Low	55.82%	ATR (14)	2.49
Dividend Ex-Date	-	Current Ratio	1.06	EPS Y/Y TTM	45.30%	Oper. Margin	27.24%	RSI (14)	58.78	Volatility	1.48% 1.32%
Employees	42000	Debt/Eq	0.91	Sales Y/Y TTM	7.20%	Profit Margin	17.45%	Recom	1.57	Target Price	181.89
Option/Short	Yes / Yes	LT Debt/Eq	0.87	EPS Q/Q	38.46%	Payout	0.00%	Rel Volume	0.98	Prev Close	172.51
Sales Surprise	-0.38%	EPS Surprise	1.26%	Sales Q/Q	7.38%	Earnings	Jul 24 BMO	Avg Volume	2.45M	Price	170.02
SMA20	1.06%	SMA50	6.01%	SMA200	14.15%	Trades		Volume	2,387,237	Change	-1.44%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-28-24	Initiated	BTIG Research	Buy	$200
Jun-12-24	Initiated	Wells Fargo	Overweight	$180
Jan-11-24	Upgrade	Oppenheimer	Perform → Outperform	$168
Jan-10-24	Upgrade	Exane BNP Paribas	Neutral → Outperform
Jan-08-24	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$180
Dec-05-23	Initiated	BMO Capital Markets	Outperform	$152
Oct-20-23	Resumed	UBS	Buy	$140
Oct-12-23	Initiated	Seaport Research Partners	Neutral
Oct-06-23	Initiated	TD Cowen	Outperform	$136
Oct-02-23	Initiated	Monness Crespi & Hardt	Neutral
Jun-23-23	Initiated	B. Riley Securities	Buy	$148
Jan-09-23	Downgrade	Wells Fargo	Equal Weight → Underweight	$106 → $101
Oct-12-22	Downgrade	Atlantic Equities	Overweight → Neutral	$130 → $105
Aug-11-22	Upgrade	Evercore ISI	In-line → Outperform
Jul-14-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$123 → $97
May-18-22	Initiated	Goldman	Neutral	$108
May-03-22	Initiated	Loop Capital	Buy	$125
Apr-12-22	Downgrade	Cowen	Outperform → Market Perform	$144 → $126
Apr-06-22	Initiated	Stephens	Equal-Weight	$110
Apr-05-22	Initiated	Wells Fargo	Overweight	$122

Show Previous Ratings

Sep-05-24 08:46AM	13 Best American Tech Stocks To Buy According to Short Sellers (Insider Monkey)
Sep-03-24 03:11PM	Analyst Report: Fiserv, Inc. (Morningstar Research)
08:30AM	Fiserv Small Business Index Holds Steady in August: Transaction Growth Accelerates as Restaurant and Retail Sales Trend Upward (Business Wire)
Aug-31-24 10:49PM	Fiserv, Inc. (FI): An Undervalued Tech Stock To Buy Now (Insider Monkey)
Aug-29-24 07:00AM	PayPal Expands Strategic Partnership with Fiserv to Streamline Checkout Experiences in the U.S. (PR Newswire)
09:34AM	Loading…
Aug-28-24 09:34AM	Illumina upgraded, Fiserv initiated: Wall Street's top analyst calls (The Fly)
Aug-13-24 12:09PM	Spending at small businesses rose in July as consumers spend more on general merchandise (Associated Press Finance)
Aug-05-24 08:30AM	Fiserv Small Business Index for July 2024: Small Business Sales Regain Momentum (Business Wire)
Jul-26-24 09:50AM	Here's Why Fiserv (FI) is a Strong Momentum Stock (Zacks)
Jul-25-24 05:55AM	Black Hills online overhaul sees 1,600 sign up for digital banking (Retail Banker International)
02:21AM	Q2 2024 Fiserv Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-24-24 03:49PM	New Entrepreneurs Graduate from Ponce Bank Small Business Boot Camp (GlobeNewswire)
01:23PM	Fiserv CEO Frank Bisignano: We are 'strategically positioned well' for the long-term (CNBC TV)
12:07PM	Fiserv (FI) Q2 Earnings Surpass Estimates, Revenues Miss (Zacks)
11:12AM	Analyst Report: Fiserv, Inc. (Morningstar Research)
09:30AM	Loading…
09:30AM	Compared to Estimates, Fiserv (FI) Q2 Earnings: A Look at Key Metrics (Zacks)
08:15AM	Fiserv (FI) Surpasses Q2 Earnings Estimates (Zacks)
07:12AM	Fiserv: Q2 Earnings Snapshot (Associated Press Finance)
07:01AM	Fiserv Reports Second Quarter 2024 Results (Business Wire)
Jul-19-24 11:24AM	Fiserv (FI) to Report Q2 Earnings: What's in the Offing? (Zacks)
Jul-16-24 11:52AM	Summer pause: Small business sales growth tapers in June as consumers take a breather on spending (Associated Press Finance)
08:30AM	Fiserv Earns Top Score of 100 on Disability Equality Index for Third Year in a Row (Business Wire)
Jul-15-24 10:39AM	Trump Media Stock Jumps in Wake of Shooting (Investopedia)
06:37AM	Should You Invest in Fidelity Information Services (FIS)? (Insider Monkey)
Jul-11-24 09:40AM	Here's Why Fiserv (FI) is a Strong Value Stock (Zacks)
06:06AM	The 3 Best Sleeper Stocks to Buy With $10K Right Now (InvestorPlace)
Jul-08-24 09:16AM	Fiserv to Release Second Quarter Earnings Results on July 24, 2024 (Business Wire)
08:30AM	Fiserv Small Business Index for June 2024: Small Business Sales Slow as Consumers Pull Back (Business Wire)
07:45AM	The 3 Best Financial Services Stocks to Buy in July 2024 (InvestorPlace)
Jul-03-24 08:05AM	Is Fiserv, Inc. (NYSE:FI) the Best Financial Stock to Buy in 2024? (Insider Monkey)
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Jul-02-24 11:24AM	Reasons Why Fiserv (FI) Stock is an Attractive Pick for Now (Zacks)
Jun-30-24 11:42AM	10 Best Stock Picks of Billionaire Leon Cooperman in 2024 (Insider Monkey)
Jun-28-24 09:50AM	Why Fiserv (FI) is a Top Momentum Stock for the Long-Term (Zacks)
Jun-24-24 04:20PM	10 Best Fintech Stocks To Buy Now (Insider Monkey)
Jun-20-24 04:02PM	Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee (Business Wire)
Jun-19-24 09:40AM	Why Fiserv (FI) is a Top Value Stock for the Long-Term (Zacks)
Jun-15-24 08:00AM	Apple Gives Banks a Bigger Bite of Its Payment Features (The Wall Street Journal)
Jun-11-24 11:14AM	3 Underrated Fintech Stocks to Get Filthy Rich by 2030 (InvestorPlace)
Jun-07-24 12:02AM	Is Mastercard Incorporated (MA) A Good Quality Stock to Buy Now? (Insider Monkey)
Jun-05-24 12:03PM	Fiserv (FI) Benefits From Acquisitions Amid Rising Competition (Zacks)
08:30AM	Fiserv Small Business Index for May 2024: Small Business Sales Grow Modestly as Consumer Spending Patterns Shift (Business Wire)
May-30-24 12:29PM	Fiserv to Present at Upcoming Investor Conferences (Business Wire)
09:00AM	Forward announces $16M seed round led by Commerce Ventures, Elefund and Fiserv (PR Newswire)
May-27-24 08:41AM	Mastercard Incorporated (MA) Rose in Q1 as the Results Exceeded Expectations (Insider Monkey)
08:15AM	Robust Quarterly Results Pushed Fiserv (FI) in Q1 (Insider Monkey)
May-26-24 01:57PM	Hedge Funds Just Picked Fiserv, Inc. (NYSE:FI) As A Top Digital Payments Stock (Insider Monkey)
May-25-24 05:05PM	10 Best Digital Payments Stocks To Buy Now (Insider Monkey)
May-23-24 08:05AM	Snowflake Inc. (NYSE:SNOW) Q1 2025 Earnings Call Transcript (Insider Monkey)
May-21-24 06:44AM	Mizuho Securities Adjusts Price Target on Fiserv to $168 From $156 (MT Newswires)
May-16-24 08:30AM	Fiserv University Offers Role-Specific Learning, Technology Optimization Training and Consulting to Financial Institutions (Business Wire)
May-14-24 09:40AM	Here's Why Fiserv (FI) is a Strong Value Stock (Zacks)
May-13-24 10:40AM	Fiserv to Present at Upcoming Investor Conferences (Business Wire)
May-12-24 05:23PM	20 Largest Publicly Traded Financial Companies in the US (Insider Monkey)
May-11-24 06:14AM	3 Blue-Chip Tech Stocks Attracting Institutional Investor Attention (InvestorPlace)
May-08-24 05:57PM	Consumers cash in on gift cards and loyalty programmes (Electronic Payments)
08:30AM	WaFd Bank to Streamline Payments for Small Businesses with CashFlow Central from Fiserv (Business Wire)
May-07-24 06:00AM	The 7 Best Fintech Stocks to Buy in May 2024 (InvestorPlace)
May-03-24 07:17PM	Fiserv Small Business Index for April: sales at retail and service businesses up; discretionary spend down (Electronic Payments)
08:30AM	Fiserv Small Business Index for April 2024: Sales at Retail and Service Businesses Grow, Discretionary Spend Slows (Business Wire)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
Apr-26-24 12:22PM	Autonomous Research Adjusts Fiserv Price Target to $169 From $172 (MT Newswires)
Apr-25-24 12:24PM	BNP Paribas Exane Raises Fiserv's Price Target to $172 From $170, Outperform Rating Maintained (MT Newswires)
09:40AM	Why Fiserv (FI) is a Top Value Stock for the Long-Term (Zacks)
Apr-24-24 08:42AM	--Wolfe Adjusts Price Target on Fiserv to $175 From $165 (MT Newswires)
08:41AM	Fiserv, Inc. (NYSE:FI) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:13AM	--Evercore ISI Adjusts Fiserv Price Target to $200 From $185 (MT Newswires)
03:01AM	Fiserv Inc (FI) (Q1 2024) Earnings Call Transcript Highlights: Strong Growth and Expanding Margins (GuruFocus.com)
Apr-23-24 02:14PM	--B. Riley Raises Fiserv Price Target to $180 from $176 (MT Newswires)
01:38PM	Consumers spending and showing resilience, says Fiserv's Frank Bisignano (CNBC TV)
12:27PM	Fiserv (FI) Q1 Earnings Surpass Estimates, Revenues Miss (Zacks)
11:53AM	FI Stock Earnings: Fiserv Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
11:37AM	Analyst Report: Fiserv, Inc. (Morningstar Research)
11:22AM	Update: Fiserv Q1 Adjusted Earnings, Revenue Up; Raises 2024 Adjusted EPS Guidance; Shares Rise (MT Newswires)
10:40AM	Update: Wedbush Raises Fiserv's Price Target to $160 From $150 After 'Strong' Q1 Results, Keeps Outperform Rating (MT Newswires)
09:30AM	Here's What Key Metrics Tell Us About Fiserv (FI) Q1 Earnings (Zacks)
07:38AM	Fiserv Q1 Adjusted Earnings, Revenue Up; Raises 2024 Adjusted EPS Guidance (MT Newswires)
07:33AM	Fiserv Raises 2024 Adj. Earnings Outlook (RTT News)
07:13AM	Fiserv: Q1 Earnings Snapshot (Associated Press Finance)
07:01AM	Fiserv Reports First Quarter 2024 Results (Business Wire)
Apr-22-24 08:30AM	Genesis Bank and Fiserv Announce Genesis For Good Catalyst Empowerment Grant Program (Business Wire)
Apr-19-24 08:36AM	Why Fiserv (FI) Might Surprise This Earnings Season (Zacks)
Apr-18-24 12:08PM	Fiserv (FI) to Report Q1 Earnings: What's in the Offing? (Zacks)
09:15AM	Gear Up for Fiserv (FI) Q1 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Apr-17-24 05:47PM	Fiserv Meets Growing Appetite for Self-Service Technology in the Restaurant Industry with Launch of Clover Kiosk (Business Wire)
02:53PM	Fiserv Corporate Social Responsibility Report Highlights Progress on Commitment to Sustainable Business (Business Wire)
12:10PM	Why Fiserv (FI) Could Beat Earnings Estimates Again (Zacks)
10:56AM	Will Fiserv (FI) Continue Its Impressive Long-Term Track Record? (Insider Monkey)
08:53AM	Mitek Systems, Inc. (NASDAQ:MITK) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-16-24 10:00AM	Fiserv (FI) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
04:13AM	14 Best 52-Week High Stocks To Invest In Now (Insider Monkey)
Apr-09-24 12:43PM	Fiserv to Release First Quarter Earnings Results on April 23, 2024 (Business Wire)
Apr-08-24 07:54AM	What Makes Fiserv (FI) an Attractive Investment? (Insider Monkey)
Apr-04-24 08:30AM	Fiserv Small Business Index for March 2024: Seasonal Factors Impact Small Business Sales as Spring Arrives (Business Wire)
Mar-26-24 02:10PM	Fiserv Named One of Americas Most Innovative Companies by Fortune for Second Consecutive Year (Business Wire)
10:00AM	Here's Why Investors Should Retain Fiserv (FI) Stock for Now (Zacks)
Mar-18-24 04:02PM	Shift4 Tumbles On Report CEO Rejects Buyout Offers As Too Low (Investor's Business Daily)
Mar-17-24 11:43AM	5 Best Diversified Bank Stocks to Invest In (Insider Monkey)
Mar-14-24 04:55PM	Analyst Report: Fiserv, Inc. (Morningstar Research)
Mar-13-24 09:40AM	Here's Why Fiserv (FI) is a Strong Value Stock (Zacks)
06:50AM	Fiserv Appoints Ajei Gopal to Board of Directors (Business Wire)

Fiserv, Inc. engages in the provision of financial services technology. It operates through the following segments: Merchant Acceptance, Financial Technology, and Payments and Network. The Merchant Acceptance segment provides commerce enabling solutions and serves merchants of all sizes around the world. The Financial Technology segment offers technology solutions needed to run operations, including products and services that enable financial institutions to process customer deposit and loan accounts. The Payments and Network segment includes the provision of services to financial institutions and corporate clients with products and services required to process digital payment transactions. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Gibbons John	EVP, Head Financial Inst. Grp	Aug 21 '24	Option Exercise	112.87	18,890	2,132,114	47,213	Aug 22 07:44 PM
Gibbons John	EVP, Head Financial Inst. Grp	Aug 21 '24	Sale	168.21	18,890	3,177,487	28,323	Aug 22 07:44 PM
Gibbons John	Officer	Aug 21 '24	Proposed Sale	168.21	18,890	3,177,482		Aug 21 04:52 PM
Chiarello Guy	Chief Operating Officer	Aug 15 '24	Option Exercise	52.81	24,000	1,267,440	187,699	Aug 15 07:25 PM
Chiarello Guy	Chief Operating Officer	Aug 15 '24	Sale	164.97	24,000	3,959,280	163,699	Aug 15 07:25 PM
Chiarello Guy	Officer	Aug 15 '24	Proposed Sale	164.97	24,000	3,959,279		Aug 15 04:19 PM
Chiarello Guy	Chief Operating Officer	Jul 15 '24	Option Exercise	52.81	24,000	1,267,440	187,699	Jul 16 04:17 PM
Chiarello Guy	Chief Operating Officer	Jul 15 '24	Sale	154.86	24,000	3,716,564	163,699	Jul 16 04:17 PM
Chiarello Guy	Chief Operating Officer	Jun 17 '24	Option Exercise	52.81	24,000	1,267,440	187,699	Jun 18 06:26 PM
Chiarello Guy	Chief Operating Officer	Jun 17 '24	Sale	148.47	24,000	3,563,234	163,699	Jun 18 06:26 PM
Gibbons John	EVP, Head Financial Inst. Grp	Jun 10 '24	Sale	148.76	2,800	416,528	28,323	Jun 11 05:02 PM
Chiarello Guy	Chief Operating Officer	May 15 '24	Option Exercise	52.81	24,000	1,267,440	187,699	May 17 04:20 PM
Chiarello Guy	Chief Operating Officer	May 15 '24	Sale	154.56	24,000	3,709,358	163,699	May 17 04:20 PM
Simons Doyle	Director	Apr 30 '24	Option Exercise	29.95	7,096	212,525	114,212	May 01 04:10 PM
Chiarello Guy	Chief Operating Officer	Apr 15 '24	Option Exercise	46.97	23,929	1,123,945	187,628	Apr 16 04:52 PM
Chiarello Guy	Chief Operating Officer	Apr 15 '24	Sale	151.79	23,929	3,632,143	163,699	Apr 16 04:52 PM
Chiarello Guy	Chief Operating Officer	Mar 20 '24	Option Exercise	52.81	63,646	3,361,145	227,345	Mar 21 04:40 PM
Chiarello Guy	Chief Operating Officer	Mar 20 '24	Sale	154.00	63,646	9,801,484	163,699	Mar 21 04:40 PM
Chiarello Guy	Chief Operating Officer	Mar 15 '24	Option Exercise	46.97	24,000	1,127,280	187,699	Mar 18 04:17 PM
Chiarello Guy	Chief Operating Officer	Mar 15 '24	Sale	149.53	24,000	3,588,623	163,699	Mar 18 04:17 PM
Bisignano Frank	Chairman, President and CEO	Feb 23 '24	Option Exercise	50.28	573,766	28,849,200	3,403,074	Feb 27 04:46 PM
MILLER HEIDI	Director	Feb 07 '24	Option Exercise	41.75	47,929	2,001,036	75,773	Feb 09 04:27 PM
Kereere Suzan	EVP, Head of GBS	Dec 27 '23	Sale	132.88	1,633	216,993	47,792	Dec 28 06:50 PM
Hau Robert W.	Chief Financial Officer	Dec 26 '23	Option Exercise	49.21	188,088	9,255,810	321,579	Dec 27 04:19 PM
Hau Robert W.	Chief Financial Officer	Dec 26 '23	Sale	132.77	188,088	24,972,444	133,491	Dec 27 04:19 PM
Foskett Christopher M	Vice Chairman	Dec 13 '23	Option Exercise	41.75	25,429	1,061,661	123,094	Dec 14 04:50 PM
Foskett Christopher M	Vice Chairman	Dec 13 '23	Sale	135.00	25,429	3,432,915	97,665	Dec 14 04:50 PM
Chiarello Guy	Chief Operating Officer	Dec 12 '23	Option Exercise	52.81	80,000	4,224,800	226,856	Dec 13 04:15 PM
Chiarello Guy	Chief Operating Officer	Dec 12 '23	Sale	134.07	80,000	10,725,600	146,856	Dec 13 04:15 PM
Chiarello Guy	Chief Operating Officer	Dec 01 '23	Sale	129.91	6,750	876,892	146,856	Dec 04 04:12 PM
Best Kenneth	Chief Accounting Officer	Nov 28 '23	Sale	127.50	9,138	1,165,095	30,691	Nov 29 04:50 PM
Chiarello Guy	Chief Operating Officer	Nov 01 '23	Sale	113.90	6,750	768,825	153,606	Nov 02 04:23 PM
Chiarello Guy	Chief Operating Officer	Oct 02 '23	Sale	112.17	6,750	757,148	160,356	Oct 03 04:11 PM

PRTH Priority Technology Holdings Inc daily Stock Chart

Held by: VTI IWM VXF IWO VTWO IWC VTWG RSSL DCOR VTHR

Index	RUT	P/E	-	EPS (ttm)	-0.65	Insider Own	79.39%	Shs Outstand	76.96M	Perf Week	-13.86%
Market Cap	396.44M	Forward P/E	15.48	EPS next Y	0.33	Insider Trans	-0.46%	Shs Float	15.83M	Perf Month	1.98%
Income	-50.56M	PEG	-	EPS next Q	0.01	Inst Own	4.41%	Short Float	1.00%	Perf Quarter	19.44%
Sales	813.88M	P/S	0.49	EPS this Y	62.96%	Inst Trans	-5.05%	Short Ratio	2.91	Perf Half Y	61.76%
Book/sh	-2.27	P/B	-	EPS next Y	242.86%	ROA	0.33%	Short Interest	0.16M	Perf Year	43.33%
Cash/sh	0.61	P/C	8.39	EPS next 5Y	-	ROE	21.92%	52W Range	2.62 - 6.86	Perf YTD	44.94%
Dividend Est.	-	P/FCF	8.50	EPS past 5Y	-16.63%	ROI	-6.81%	52W High	-24.84%	Beta	0.97
Dividend TTM	-	Quick Ratio	1.03	Sales past 5Y	15.55%	Gross Margin	18.98%	52W Low	96.95%	ATR (14)	0.38
Dividend Ex-Date	-	Current Ratio	1.03	EPS Y/Y TTM	-9.35%	Oper. Margin	13.12%	RSI (14)	46.13	Volatility	5.84% 6.81%
Employees	983	Debt/Eq	-	Sales Y/Y TTM	14.42%	Profit Margin	-6.21%	Recom	1.50	Target Price	8.00
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-43.45%	Payout	-	Rel Volume	0.65	Prev Close	5.47
Sales Surprise	1.50%	EPS Surprise	-360.00%	Sales Q/Q	20.61%	Earnings	Aug 08 BMO	Avg Volume	54.24K	Price	5.16
SMA20	-1.93%	SMA50	-2.50%	SMA200	30.68%	Trades		Volume	35,152	Change	-5.67%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-15-23	Upgrade	B. Riley Securities	Neutral → Buy	$5 → $10
Oct-16-23	Initiated	Keefe Bruyette	Mkt Perform	$4.50
Jul-31-23	Initiated	Lake Street	Buy	$7
Jun-23-23	Resumed	B. Riley Securities	Neutral	$5
Mar-30-22	Initiated	B. Riley Securities	Buy	$14
Apr-05-21	Resumed	Cowen	Outperform
Feb-25-21	Initiated	Alliance Global Partners	Buy	$16
Jun-30-20	Resumed	ROTH Capital	Buy	$8
Oct-11-19	Initiated	ROTH Capital	Buy	$9

Aug-08-24 07:30AM	Priority Technology Holdings, Inc. Announces Second Quarter Financial Results (Business Wire)
Aug-01-24 07:30AM	Priority Technology Holdings, Inc. Announces Second Quarter 2024 Financial Results Release Date and Conference Call Information (Business Wire) -13.32%
May-21-24 08:00AM	Priority Technology Holdings, Inc. Announces Successful Completion of Debt Refinance (Business Wire)
May-12-24 09:15AM	Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:30AM	Priority Technology Holdings, Inc. Announces First Quarter Financial Results (Business Wire)
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Apr-29-24 04:05PM	Priority Technology Holdings, Inc. Announces First Quarter 2024 Financial Results Release Date and Conference Call Information (Business Wire)
Apr-23-24 10:00AM	Priority and Ahrvo Labs Announce Strategic Technology Partnership (Business Wire)
Mar-13-24 09:22AM	Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-12-24 07:30AM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-29-24 04:05PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2023 Financial Results Release Date and Conference Call Information (Business Wire)
Dec-11-23 08:45AM	Priority Announces Strategic Technology Partnership with Treasure Financial (Business Wire)
Nov-30-23 09:00AM	Priority and Datacap Announce Strategic Technology Partnership (Business Wire) -7.12%
Nov-12-23 11:53AM	Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 07:30AM	Priority Technology Holdings, Inc. Announces Third Quarter 2023 Financial Results (Business Wire) -5.45%
Oct-30-23 05:10PM	Priority Technology Holdings, Inc. Announces Third Quarter 2023 Financial Results Release Date and Conference Call Information (Business Wire) +14.10% +5.34%
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Aug-10-23 07:30AM	Priority Technology Holdings, Inc. Announces Second Quarter 2023 Financial Results (Business Wire)
Aug-02-23 04:05PM	Priority Technology Holdings, Inc. Announces Second Quarter 2023 Financial Results Release Date and Conference Call Information (Business Wire)
Aug-01-23 08:05AM	Priority Technology Holdings, Inc. Completes Acquisition of Plastiq, Inc. (Business Wire)
Jul-10-23 08:30AM	MX Build, Powered by Priority, Launches at CFMA's Annual Conference & Exhibition (Business Wire)
Jun-26-23 09:00AM	Uniting Community and Commerce: Announcing the WAVE Technology Platform (Business Wire)
Jun-14-23 09:00AM	Priority to Participate in Premier Breakthroughs 23 (Business Wire)
May-24-23 11:30AM	Priority Technology Holdings, Inc. Has Entered Into Stalking Horse Agreement with Plastiq, Inc. (Business Wire)
May-22-23 04:05PM	Priority Technology Holdings, Inc. to Participate in the 51st Annual JP Morgan TMC Conference on May 24, 2023 (Business Wire) -6.13%
May-11-23 07:30AM	Priority Technology Holdings, Inc. Announces First Quarter 2023 Financial Results (Business Wire)
May-03-23 04:05PM	Priority Technology Holdings, Inc. Announces First Quarter 2023 Financial Results Release Date and Conference Call Information (Business Wire) +5.65%
Apr-24-23 08:30AM	Priority Will Debut MX POS, a New POS for Businesses at Transact 2023 (Business Wire)
Mar-23-23 07:30AM	Priority Technology Holdings, Inc. Announces Fourth Quarter 2022 and Full Year Financial Results (Business Wire)
Mar-09-23 04:05PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2022 Financial Results Release Date and Conference Call Information (Business Wire) -6.81%
Feb-09-23 08:00AM	Priority and IQ BackOffice Announce Strategic Technology Partnership (Business Wire)
Jan-19-23 09:00AM	Priority Technology Holdings, Inc. Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa (Business Wire)
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Dec-03-22 08:02AM	What Does Priority Technology Holdings, Inc.'s (NASDAQ:PRTH) Share Price Indicate? (Simply Wall St.)
Nov-12-22 08:19AM	Priority Technology Holdings Third Quarter 2022 Earnings: Misses Expectations (Simply Wall St.)
Nov-10-22 04:00PM	Priority Technology Holdings, Inc. Appoints Marc Crisafulli to Board of Directors (Business Wire) +19.03%
07:30AM	Priority Technology Holdings, Inc. Announces Third Quarter 2022 Financial Results (Business Wire)
Oct-27-22 09:00AM	Priority Technology Holdings, Inc. Announces Third Quarter 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Sep-25-22 10:05AM	Investors one-year losses grow to 53% as the stock sheds US$34m this past week (Simply Wall St.)
Sep-07-22 07:00AM	Priority Technology Holdings, Inc. Announces Appointment of Chief Financial Officer (Business Wire)
Aug-15-22 06:42AM	What Kind Of Investors Own Most Of Priority Technology Holdings, Inc. (NASDAQ:PRTH)? (Simply Wall St.)
Aug-09-22 08:45AM	Priority Technology (PRTH) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
07:30AM	Priority Technology Holdings, Inc. Announces Second Quarter 2022 Financial Results (Business Wire)
Jul-26-22 04:15PM	Priority Technology Holdings, Inc. Announces Second Quarter 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Jul-18-22 12:56PM	Priority Promotes Ranjana Ram to Chief Operating Officer (Business Wire) +5.54%
May-16-22 04:30PM	Priority Technology Holdings, Inc. Board of Directors Approves Share Repurchase Program (Business Wire)
May-13-22 04:30PM	Priority Technology Holdings, Inc. Announces Retirement of Chief Financial Officer (Business Wire)
May-12-22 08:00AM	Priority Brings Payments and Banking Solutions Targeted to Construction to the 2022 CFMA Conference (Business Wire)
May-11-22 07:00AM	Priority Technology Holdings, Inc. Announces First Quarter Financial Results (Business Wire) -7.08%
May-02-22 04:00PM	Priority Technology Holdings, Inc. Announces First Quarter 2022 Financial Results Release Date and Conference Call Information (Business Wire)
Apr-11-22 08:00AM	Priority and Century Bank Announce Strategic Partnership to Expand Product Offering to Bank Customers (Business Wire) -9.35%
Mar-29-22 07:04AM	SYSPRO USA Enables AP Payment Automation With Automated Payables for SYSPRO, Powered by Priority CPX (Business Wire)
Mar-16-22 06:35PM	Priority Technology (PRTH) Q4 Earnings Lag Estimates (Zacks) +5.50%
04:30PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full Year 2021 Financial Results (Business Wire)
Mar-14-22 09:15AM	Luna Innovations Incorporated (LUNA) Tops Q4 Earnings and Revenue Estimates (Zacks)
07:25AM	Priority Technology Holdings (NASDAQ:PRTH) investors are sitting on a loss of 30% if they invested a year ago (Simply Wall St.)
Mar-08-22 06:25PM	Aterian (ATER) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
Mar-07-22 04:15PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2021 Financial Results Release Date and Conference Call Information (Business Wire) +8.52%
08:00AM	Priority Awarded Purchasing Cards and Electronic Payables Agreement with Premier, Inc. (Business Wire)
Mar-02-22 08:00AM	Priority Integrates Mastercard Track Business Payment Service to Enhance the Exchange of Payments Data (Business Wire)
Feb-22-22 05:45PM	ShotSpotter (SSTI) Reports Q4 Loss, Misses Revenue Estimates (Zacks) -7.06%
Jan-13-22 08:00AM	Priority and Procurement Partners Announce Strategic Partnership (Business Wire)
Jan-11-22 10:43AM	Priority Technology Partners With Brink's To Expand Reach Into Cash Payments (Benzinga) -6.48%
08:00AM	Priority Technology Holdings, Inc. Partners With The Brinks Company to Provide Comprehensive Merchant Payments Offering (Business Wire)
Dec-14-21 09:11AM	Even though Priority Technology Holdings, Inc.'s (NASDAQ:PRTH) stock is down 9.4% this week, insiders who bought lately made a US$12k profit (Simply Wall St.) -7.89%
Dec-01-21 08:00AM	CPX Powered by Priority Named as a Top 10 AP Solution Provider (Business Wire)
Nov-15-21 07:00AM	Priority Technology Holdings, Inc. Announces Third Quarter 2021 Financial Results (Business Wire)
Nov-08-21 09:00AM	Priority and OneDataSource Partner to Enhance onePAY Solution (PR Newswire) +6.25%
Nov-04-21 03:01PM	Priority Technology (PRTH) Earnings Expected to Grow: What to Know Ahead of Q3 Release (Zacks) +5.76%
07:00AM	Priority Technology Holdings, Inc. Partners with Wix to Bolster Payments Infrastructure Platform with a Comprehensive Online Presence (PR Newswire)
Nov-03-21 04:15PM	Priority Technology Holdings, Inc. Announces Third Quarter 2021 Financial Results Release Date and Conference Call Information (PR Newswire)
Oct-04-21 09:58AM	Priority Technology Holdings, Inc. Announces New Leadership Roles (PR Newswire) -8.69%
Sep-20-21 04:58AM	48 Biggest Movers From Friday (Benzinga)
Sep-17-21 10:25AM	Priority Technology Holdings, Inc. Completes Acquisition of Finxera to Create the Premier Payments and Banking as a Service Platform (PR Newswire) +47.23%
Sep-15-21 08:48AM	Investors in Priority Technology Holdings (NASDAQ:PRTH) have made a decent return of 51% over the past year (Simply Wall St.)
Sep-08-21 09:09AM	New Strong Sell Stocks for September 8th (Zacks)
Aug-09-21 08:45AM	Priority Technology (PRTH) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
07:00AM	Priority Technology Holdings, Inc. Announces Second Quarter 2021 Financial Results (PR Newswire)
Aug-02-21 07:00AM	Priority Technology Holdings, Inc. Announces Second Quarter 2021 Financial Results Release Date and Conference Call Information (PR Newswire)
May-13-21 09:15AM	Priority Technology Holdings, Inc. to Host Earnings Call (ACCESSWIRE)
May-12-21 07:29PM	Priority Technology Holdings, Inc. Announces First Quarter 2021 Financial Results (PR Newswire) -5.30%
May-06-21 09:00AM	Priority Technology Holdings, Inc. Announces First Quarter 2021 Financial Results Release Date and Conference Call Information (PR Newswire)
May-05-21 03:00PM	Priority Technology (PRTH) May Report Negative Earnings: Know the Trend Ahead of Q1 Release (Zacks)
Apr-29-21 04:15PM	Priority Technology Holdings, Inc. Announces Completion of Debt Refinancing and Preferred Equity Issuance (PR Newswire) +7.25%
Mar-17-21 10:27AM	Priority Technologys 4Q Performance Surpasses Estimates; Shares Rise 3.3% After-Hours (SmarterAnalyst) +14.34%
09:15AM	Priority Technology Holdings, Inc. to Host Earnings Call (ACCESSWIRE)
Mar-16-21 07:28PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full Year 2020 Financial Results (PR Newswire)
Mar-10-21 08:01PM	Priority Technology Holdings, Inc. to Participate in the 33rd Annual Roth Conference on March 15, 2021 (PR Newswire) +9.63%
06:30PM	Priority Technology Holdings, Inc. Announces Fourth Quarter and Full-Year 2020 Financial Results Release Date and Conference Call Information (PR Newswire)
Mar-08-21 09:05AM	Priority Technology To Acquire Finxera (Benzinga) -6.03%
07:00AM	Priority Technology Holdings, Inc. to Acquire Finxera to Create the Premier Payments and Banking as a Service Platform (PR Newswire)
Mar-05-21 02:43AM	Investors Who Bought Priority Technology Holdings (NASDAQ:PRTH) Shares A Year Ago Are Now Up 215% (Simply Wall St.)
Feb-03-21 04:05PM	Priority Technology Holdings, Inc. to Participate in A.G.P. Emerging Growth Technology Conference (Business Wire)
Dec-10-20 04:19PM	Priority Technology Holdings, Inc. Elects Two New Directors (Business Wire) +7.04% -8.45%
Nov-14-20 12:07PM	Top 5 Stock Gainers on Friday: Urovant Sciences Rises (TheStreet.com)
Nov-13-20 07:30PM	Priority Technology Holdings, Inc (PRTH) Q3 2020 Earnings Call Transcript (Motley Fool) +24.63%
Nov-12-20 05:05PM	Priority Technology Holdings, Inc. Announces Third Quarter 2020 Financial Results (Business Wire)
Nov-05-20 12:30PM	Earnings Preview: Priority Technology (PRTH) Q3 Earnings Expected to Decline (Zacks)
Nov-02-20 08:00AM	Priority Technology Holdings, Inc. Announces Dave Faupel as Chief Marketing Officer (Business Wire)
Oct-30-20 12:50PM	Priority Technology Holdings, Inc. Announces Third Quarter 2020 Financial Results Release Date and Conference Call Information (Business Wire)
Oct-06-20 08:02PM	Priority Technology Holdings, Inc. to Participate in Fireside Chat Hosted by Alliance Global Partners (Business Wire)
Sep-23-20 07:00AM	MRI Software Completes Acquisition of RentPayment Business from Priority Technology Holdings, Inc. (Business Wire) -17.32%
Sep-15-20 07:33AM	Priority Technology's Shares March Higher, Can It Continue? (Zacks) +10.54%

Priority Technology Holdings, Inc. engages in the provision of merchant acquiring and commercial payments solutions with a platform of micro services that activate and monetize vertically specialized merchant networks. It operates through the following segments: SMB Acquiring Solutions, B2B Payables, and Enterprise Payments and BaaS. The SMB Acquiring Solutions segment offers full-service acquiring and payment-enabled solutions for B2C transactions, leveraging Priority's proprietary software platform, distributed through ISO, direct sales, and vertically focused ISV channels. The B2B Payables segment refers to market AP automation solutions to corporations, software partners, and industry FIs. The Enterprise Payments and BaaS segment focuses on embedded finance and BaaS solutions to customers to modernize legacy platforms and accelerate software partners' strategies to monetize payments. The company was founded by John V. Priore on April 23, 2015 and is headquartered in Alpharetta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kiewiet Sean	Chief Strategy Officer	Sep 03 '24	Sale	5.90	7,201	42,486	1,094,652	Sep 05 07:29 PM
Kiewiet Sean	Chief Strategy Officer	Sep 05 '24	Sale	5.41	4,954	26,801	1,085,158	Sep 05 07:29 PM
Kiewiet Sean	Chief Strategy Officer	Sep 04 '24	Sale	5.79	4,540	26,287	1,090,112	Sep 05 07:29 PM
Priore Thomas Charles	President, CEO and Chairman	Aug 23 '24	Sale	5.08	16,000	81,280	34,301,608	Aug 23 05:12 PM
Priore Thomas Charles	President, CEO and Chairman	Aug 22 '24	Sale	5.00	1,672	8,360	34,317,608	Aug 23 05:12 PM
Priore Thomas Charles	President, CEO and Chairman	Aug 21 '24	Sale	5.00	196	980	34,319,280	Aug 23 05:12 PM
Thomas Priore	Affiliate	Aug 20 '24	Proposed Sale	4.90	60,000	294,000		Aug 20 06:54 PM
Kiewiet Sean	Chief Strategy Officer	Aug 07 '24	Sale	5.02	10,000	50,200	1,101,853	Aug 09 10:41 AM
Kiewiet Sean	Chief Strategy Officer	Aug 01 '24	Sale	5.29	6,990	36,977	1,114,863	Aug 05 03:34 PM
Kiewiet Sean	Chief Strategy Officer	Aug 02 '24	Sale	4.91	3,010	14,779	1,111,853	Aug 05 03:34 PM
Kiewiet Sean	Chief Strategy Officer	Jul 12 '24	Sale	5.04	6,258	31,540	1,121,853	Jul 15 05:56 PM
Kiewiet Sean	Chief Strategy Officer	Jul 11 '24	Sale	5.02	5,933	29,784	1,128,111	Jul 15 05:56 PM
Kiewiet Sean	Chief Strategy Officer	Jul 09 '24	Sale	5.13	37,795	193,888	1,138,766	Jul 11 12:52 PM
Kiewiet Sean	Chief Strategy Officer	Jul 10 '24	Sale	5.08	4,722	23,988	1,134,044	Jul 11 12:52 PM
Kiewiet Sean	Chief Strategy Officer	Jul 08 '24	Sale	5.05	7,519	37,971	1,176,561	Jul 09 11:18 AM
Kiewiet Sean	Chief Strategy Officer	Jul 05 '24	Sale	5.01	875	4,384	1,184,080	Jul 09 11:18 AM
Kiewiet Sean	Chief Strategy Officer	Jul 02 '24	Sale	4.86	7,196	34,973	1,186,320	Jul 03 03:54 PM
Kiewiet Sean	Chief Strategy Officer	Jul 03 '24	Sale	5.00	1,365	6,825	1,184,955	Jul 03 03:54 PM
Kiewiet Sean	Chief Strategy Officer	Jun 28 '24	Sale	5.18	28,501	147,635	1,196,320	Jul 02 01:51 PM
Kiewiet Sean	Chief Strategy Officer	Jul 01 '24	Sale	5.00	2,804	14,020	1,193,516	Jul 02 01:51 PM
Priore John Vito	Director	Jun 14 '24	Sale	3.56	598,187	2,129,546	8,752,711	Jun 18 05:10 PM
Priore Thomas Charles	President, CEO and Chairman	Jun 14 '24	Buy	3.56	598,187	2,129,546	34,319,476	Jun 18 05:08 PM
O'Leary Tim	Chief Financial Officer	Jun 04 '24	Buy	4.10	10,000	41,000	59,752	Jun 05 08:15 PM
Kiewiet Sean	Chief Strategy Officer	Jun 03 '24	Sale	4.59	7,980	36,628	1,226,841	Jun 05 08:07 PM
Kiewiet Sean	Chief Strategy Officer	Jun 04 '24	Sale	4.41	2,020	8,908	1,224,821	Jun 05 08:07 PM
Kiewiet Sean	Chief Strategy Officer	May 29 '24	Sale	5.03	5,080	25,552	1,236,773	Jun 03 09:13 AM
Kiewiet Sean	Chief Strategy Officer	May 30 '24	Sale	5.05	1,952	9,858	1,234,821	Jun 03 09:13 AM
Kiewiet Sean	Chief Strategy Officer	May 23 '24	Sale	3.76	40,000	150,400	1,251,705	May 24 05:15 PM
Kiewiet Sean	Chief Strategy Officer	May 24 '24	Sale	4.51	9,852	44,433	1,241,853	May 24 05:15 PM
Kiewiet Sean	Chief Strategy Officer	May 22 '24	Sale	3.45	9,875	34,069	1,291,705	May 24 05:15 PM
Kiewiet Sean	Chief Strategy Officer	May 20 '24	Sale	3.48	21,100	73,428	1,302,580	May 21 06:49 PM
Kiewiet Sean	Chief Strategy Officer	May 17 '24	Sale	3.45	2,506	8,646	1,323,680	May 21 06:49 PM
Kiewiet Sean	Chief Strategy Officer	May 21 '24	Sale	3.52	1,000	3,520	1,301,580	May 21 06:49 PM
Kiewiet Sean	Chief Strategy Officer	May 16 '24	Sale	3.46	8,061	27,891	1,326,186	May 17 07:56 AM
Kiewiet Sean	Chief Strategy Officer	May 14 '24	Sale	3.54	6,001	21,244	1,335,852	May 17 07:56 AM
Kiewiet Sean	Chief Strategy Officer	May 15 '24	Sale	3.50	1,605	5,618	1,334,247	May 17 07:56 AM
Kiewiet Sean	Chief Strategy Officer	May 02 '24	Sale	3.20	8,695	27,824	1,341,853	May 02 04:44 PM
Kiewiet Sean	Chief Strategy Officer	May 01 '24	Sale	3.18	1,305	4,150	1,350,548	May 02 04:44 PM
Ram Ranjana	Head of M&A Strategic Initiati	Apr 19 '24	Option Exercise	0.00	83,333	0	380,769	Apr 24 02:30 PM
Kiewiet Sean	Chief Strategy Officer	Apr 01 '24	Sale	3.30	10,000	33,000	1,351,853	Apr 02 09:41 AM
Kiewiet Sean	Chief Strategy Officer	Mar 04 '24	Sale	3.18	4,495	14,294	1,363,916	Mar 05 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Mar 01 '24	Sale	3.19	3,442	10,980	1,368,411	Mar 05 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Mar 05 '24	Sale	3.20	2,063	6,602	1,361,853	Mar 05 05:16 PM
MILLER BRADLEY J	General Counsel and CRO	Feb 17 '24	Option Exercise	0.00	66,666	0	264,373	Feb 22 02:31 PM
Kiewiet Sean	Chief Strategy Officer	Feb 08 '24	Sale	3.16	2,026	6,402	1,373,470	Feb 12 06:45 PM
Kiewiet Sean	Chief Strategy Officer	Feb 09 '24	Sale	3.17	1,617	5,126	1,371,853	Feb 12 06:45 PM
Kiewiet Sean	Chief Strategy Officer	Feb 05 '24	Sale	3.24	3,206	10,387	1,377,791	Feb 07 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Feb 06 '24	Sale	3.20	1,505	4,816	1,376,286	Feb 07 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Feb 07 '24	Sale	3.23	790	2,552	1,375,496	Feb 07 05:16 PM
Kiewiet Sean	Chief Strategy Officer	Feb 02 '24	Sale	3.35	550	1,842	1,380,997	Feb 05 05:03 PM
Kiewiet Sean	Chief Strategy Officer	Feb 01 '24	Sale	3.50	306	1,071	1,381,547	Feb 05 05:03 PM
Kiewiet Sean	Chief Strategy Officer	Jan 02 '24	Sale	3.50	10,000	35,000	1,381,853	Jan 03 10:34 AM
Kiewiet Sean	Chief Strategy Officer	Dec 01 '23	Sale	3.06	10,000	30,600	1,391,853	Dec 08 09:49 AM
Kiewiet Sean	Chief Strategy Officer	Nov 08 '23	Sale	3.23	607	1,961	1,402,304	Nov 13 05:34 PM
Kiewiet Sean	Chief Strategy Officer	Nov 09 '23	Sale	3.22	451	1,452	1,401,853	Nov 13 05:34 PM
Kiewiet Sean	Chief Strategy Officer	Nov 07 '23	Sale	3.48	2,827	9,838	1,402,911	Nov 07 05:00 PM
Kiewiet Sean	Chief Strategy Officer	Nov 03 '23	Sale	3.52	2,711	9,543	1,406,429	Nov 07 05:00 PM
Kiewiet Sean	Chief Strategy Officer	Nov 06 '23	Sale	3.58	691	2,474	1,405,738	Nov 07 05:00 PM
Kiewiet Sean	Chief Strategy Officer	Nov 01 '23	Sale	3.54	2,111	7,473	1,409,742	Nov 02 04:34 PM
Kiewiet Sean	Chief Strategy Officer	Nov 02 '23	Sale	3.48	602	2,095	1,409,140	Nov 02 04:34 PM
Kiewiet Sean	Chief Strategy Officer	Oct 03 '23	Sale	3.14	8,800	27,632	1,411,853	Oct 03 04:41 PM
Kiewiet Sean	Chief Strategy Officer	Oct 02 '23	Sale	3.17	1,200	3,804	1,420,653	Oct 03 04:41 PM
Kiewiet Sean	Chief Strategy Officer	Sep 21 '23	Sale	3.09	3,101	9,582	1,421,853	Sep 25 03:51 PM
Kiewiet Sean	Chief Strategy Officer	Sep 20 '23	Sale	3.15	6,110	19,246	1,424,954	Sep 20 04:40 PM
Kiewiet Sean	Chief Strategy Officer	Sep 19 '23	Sale	3.21	4,400	14,124	1,431,064	Sep 20 04:40 PM
Kiewiet Sean	Chief Strategy Officer	Sep 14 '23	Sale	3.49	2,500	8,725	1,439,353	Sep 18 04:39 PM
Kiewiet Sean	Chief Strategy Officer	Sep 15 '23	Sale	3.39	2,300	7,797	1,437,053	Sep 18 04:39 PM
Kiewiet Sean	Chief Strategy Officer	Sep 18 '23	Sale	3.25	1,589	5,164	1,435,464	Sep 18 04:39 PM

Open in Screener

ACVA

ACV Auctions Inc

Sep 06 • 04:00PM ET

18.16

Dollar change -0.11
Percentage change -0.60	%

Consumer Cyclical • Auto & Truck Dealerships • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

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

Index	RUT	P/E	-	EPS (ttm)	-0.49	Insider Own	11.96%	Shs Outstand	166.59M	Perf Week	-0.60%
Market Cap	3.03B	Forward P/E	40.94	EPS next Y	0.44	Insider Trans	-17.08%	Shs Float	146.66M	Perf Month	22.45%
Income	-79.01M	PEG	-	EPS next Q	0.02	Inst Own	91.29%	Short Float	6.46%	Perf Quarter	2.77%
Sales	543.70M	P/S	5.56	EPS this Y	141.41%	Inst Trans	3.99%	Short Ratio	7.69	Perf Half Y	0.89%
Book/sh	2.76	P/B	6.59	EPS next Y	975.80%	ROA	-8.12%	Short Interest	9.47M	Perf Year	9.33%
Cash/sh	1.64	P/C	11.10	EPS next 5Y	0.80%	ROE	-16.92%	52W Range	12.84 - 19.86	Perf YTD	19.87%
Dividend Est.	-	P/FCF	1567.50	EPS past 5Y	-15.18%	ROI	-13.26%	52W High	-8.56%	Beta	1.54
Dividend TTM	-	Quick Ratio	1.49	Sales past 5Y	79.89%	Gross Margin	45.37%	52W Low	41.43%	ATR (14)	0.70
Dividend Ex-Date	-	Current Ratio	1.49	EPS Y/Y TTM	5.83%	Oper. Margin	-15.58%	RSI (14)	50.26	Volatility	3.39% 3.93%
Employees	2170	Debt/Eq	0.31	Sales Y/Y TTM	21.57%	Profit Margin	-14.53%	Recom	1.31	Target Price	22.15
Option/Short	Yes / Yes	LT Debt/Eq	0.30	EPS Q/Q	-6.24%	Payout	-	Rel Volume	1.80	Prev Close	18.27
Sales Surprise	3.03%	EPS Surprise	25.13%	Sales Q/Q	29.31%	Earnings	Aug 07 AMC	Avg Volume	1.23M	Price	18.16
SMA20	-1.50%	SMA50	1.78%	SMA200	8.01%	Trades		Volume	2,217,089	Change	-0.60%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-10-24	Upgrade	JP Morgan	Neutral → Overweight	$21
Jan-10-24	Upgrade	Northcoast	Neutral → Buy	$22
Jul-20-23	Initiated	B. Riley Securities	Buy	$23
Jul-13-23	Downgrade	JP Morgan	Overweight → Neutral	$17
Feb-16-23	Downgrade	Piper Sandler	Overweight → Neutral	$11
Jun-30-22	Resumed	JMP Securities	Mkt Outperform
Jun-10-22	Initiated	Barrington Research	Outperform	$18
Apr-20-22	Resumed	Citigroup	Buy	$20
Mar-02-22	Upgrade	Stephens	Equal-Weight → Overweight	$17 → $19
Mar-01-22	Initiated	Needham	Buy	$20
Jan-07-22	Initiated	Goldman	Buy	$26
Oct-29-21	Initiated	Truist	Buy	$30
Aug-23-21	Upgrade	Citigroup	Neutral → Buy	$29 → $23
Aug-18-21	Upgrade	Piper Sandler	Neutral → Overweight	$30 → $26
Aug-13-21	Upgrade	BofA Securities	Neutral → Buy	$33 → $35
Aug-04-21	Upgrade	JP Morgan	Neutral → Overweight	$30
Apr-19-21	Initiated	Raymond James	Mkt Perform
Apr-19-21	Initiated	Piper Sandler	Neutral	$36
Apr-19-21	Initiated	JP Morgan	Neutral	$30
Apr-19-21	Initiated	JMP Securities	Mkt Outperform	$45

Show Previous Ratings

Aug-21-24 07:03PM	Insider Sale: Chief Legal Officer Leanne Fitzgerald Sells Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Aug-19-24 09:40AM	Is ACV Auctions (ACVA) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
Aug-07-24 07:30PM	ACV Auctions (ACVA) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks) +21.71%
06:55PM	ACV Auctions Inc. (ACVA) Meets Q2 Earnings Estimates (Zacks)
04:35PM	ACV Auctions (NASDAQ:ACVA) Beats Q2 Sales Targets, Provides Encouraging Quarterly Guidance (StockStory)
04:06PM	Loading…
04:06PM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
04:05PM	ACV Announces Second Quarter 2024 Results (GlobeNewswire)
Aug-06-24 09:15AM	Curious about ACV Auctions (ACVA) Q2 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
03:03AM	What To Expect From ACV Auctions's (ACVA) Q2 Earnings (StockStory)
Jul-31-24 10:01AM	ACV Auctions Inc. (ACVA) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-24-24 04:05PM	ACV to Report Second Quarter 2024 Financial Results on August 7, 2024 (GlobeNewswire)
Jul-15-24 03:39AM	Reflecting On Online Marketplace Stocks Q1 Earnings: ACV Auctions (NASDAQ:ACVA) (StockStory)
Jun-26-24 07:01AM	ACV Auctions (ACVA) Surged on Robust Results and 2024 Guidance (Insider Monkey)
Jun-13-24 03:17AM	Insider Selling: Director Brian Hirsch Sells 22,958 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Jun-11-24 01:52AM	Insider Sale: Director Brian Hirsch Sells 72,462 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
04:17PM	Loading…
May-16-24 04:17PM	Acv Auctions Insider Sold Shares Worth $574,925, According to a Recent SEC Filing (MT Newswires)
May-14-24 06:11AM	Q1 2024 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
03:02AM	Rand Capital Corp (RAND) (Q1 2024) Earnings Call Transcript Highlights: Strategic Shifts and ... (GuruFocus.com)
May-10-24 05:44PM	ACV Auctions Inc. (NASDAQ:ACVA) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:00PM	ACV Auctions Inc. Reports First Quarter 2024 Results: Revenue Growth Surpasses Estimates (GuruFocus.com)
May-09-24 10:08AM	Piper Sandler Adjusts Price Target on ACV Auctions to $16 From $15, Maintains Neutral Rating (MT Newswires)
09:23AM	Q1 2024 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
08:41AM	B. Riley Adjusts Price Target on ACV Auctions to $24 From $23, Maintains Buy Rating (MT Newswires)
08:00AM	ACV to Participate in Upcoming Investor Conferences (GlobeNewswire)
04:02AM	ACV Auctions Inc (ACVA) Q1 2024 Earnings Call Transcript Highlights: Surpassing Expectations ... (GuruFocus.com)
May-08-24 10:56PM	ACVA Stock Earnings: ACV Auctions Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:30PM	ACV Auctions (ACVA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	ACV Auctions Inc. (ACVA) Reports Break-Even Earnings for Q1 (Zacks)
04:35PM	ACV Auctions (NASDAQ:ACVA) Posts Better-Than-Expected Sales In Q1 But Quarterly Guidance Underwhelms (StockStory)
04:05PM	ACV's Data-Driven Solutions Drive Profits and Optimize Inventory for Dealerships (GlobeNewswire)
04:05PM	Loading…
04:05PM	ACV Announces First Quarter 2024 Results (GlobeNewswire)
May-07-24 03:03AM	What To Expect From ACV Auctions's (ACVA) Q1 Earnings (StockStory)
May-06-24 09:16AM	Countdown to ACV Auctions (ACVA) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Apr-26-24 07:00AM	Used-Car Sales Have Moved OnlineHeres Why Both Customers and Dealers Are Happy (The Wall Street Journal)
Apr-24-24 04:05PM	ACV to Report First Quarter 2024 Financial Results on May 8, 2024 (GlobeNewswire)
Apr-15-24 08:05AM	ACV Transportation Expands Services to Vehicles Purchased Outside of the ACV Platform (GlobeNewswire)
Apr-05-24 07:00PM	Insider Sell: COO Vikas Mehta Sells 121,741 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Apr-04-24 01:31AM	Insider Sell: COO Vikas Mehta Sells 78,259 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Apr-02-24 08:03AM	Does ACV Auctions (ACVA) Have the Potential to Create a Strong Competitive Moat? (Insider Monkey)
Mar-22-24 01:53AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
01:53AM	ACV Auctions Inc CEO George Chamoun Sells Over 300,000 Shares (GuruFocus.com)
Mar-20-24 08:29PM	Fuel Me Secures $18 Million in Oversubscribed Series A to Redefine Fuel Procurement as We Know It (PR Newswire)
Feb-28-24 08:00AM	ACV to Participate in The Citizens JMP Technology Conference (GlobeNewswire)
Feb-27-24 08:19AM	ACV Auctions Inc. (NASDAQ:ACVA) Q4 2023 Earnings Call Transcript (Insider Monkey) +7.14%
Feb-23-24 04:05PM	Carvana Stock Soars With Earnings Outlook Seen 'Driving The Squeeze' (Investor's Business Daily)
12:51PM	Carvana Stock Drives Past Buy Point As Earnings Outlook 'Trumps' Mixed Report (Investor's Business Daily)
11:00AM	Carvana Stock Soars Above Buy Point As Earnings Outlook 'Trumps' Mixed Report (Investor's Business Daily)
Feb-22-24 05:56PM	Carvana Stock Soars As Online Used-Car Seller Guides High (Investor's Business Daily) +17.21%
05:56PM	Why ACV Auctions Stock Popped Today (Motley Fool)
04:50PM	Carvana Stock Soars After Guiding Higher Used Car Sales, Earnings In 2024 (Investor's Business Daily)
04:05PM	Carvana Stock Pops With Earnings On Deck. A Used-Car Auction Peer Soars. (Investor's Business Daily)
01:16PM	Carvana Stock Rises With Earnings On Deck. A Used-Car Auction Peer Beats And Soars. (Investor's Business Daily)
07:53AM	Q4 2023 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
05:00AM	7 Unstoppable Software Stocks Set to Soar in 2024 (InvestorPlace)
Feb-21-24 06:30PM	ACV Auctions Inc. (ACVA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:50PM	ACV Auctions Inc. (ACVA) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ACV Auctions Announces the Settlement of Litigation Regarding AutoIMS (GlobeNewswire)
04:05PM	ACV Announces Fourth Quarter and Full-Year 2023 Results (GlobeNewswire)
Feb-19-24 09:15AM	ACV Auctions Inc. (ACVA) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Feb-09-24 01:40AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
Feb-07-24 07:09AM	Baron Discovery Fund Sold ACV Auctions (ACVA) Due to the Current Valuation (Insider Monkey)
Feb-02-24 05:00AM	3 Growth Stocks Poised for a 2024 Millionaire-Making Moonshot (InvestorPlace)
Feb-01-24 09:15AM	Impel Launches Car Buying AI and Integrates with ACV Auctions' ClearCar to Bring Enhanced Inventory Acquisition Solution to Auto Dealers (PR Newswire)
Jan-24-24 04:05PM	ACV to Report Fourth Quarter and Full Year 2023 Financial Results on February 21, 2024 (GlobeNewswire)
Jan-18-24 04:30PM	Tyler Hall Joins Signal Technologies as Chief Commercial Officer (PR Newswire)
Jan-12-24 01:03AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
Jan-11-24 08:30AM	ACV to Showcase the Future of Vehicle Sourcing and Inventory Management at the 2024 National Automobile Dealers Association Show in Las Vegas (GlobeNewswire)
Dec-17-23 04:51AM	5 Most Promising Car Stocks According to Analysts (Insider Monkey)
Dec-16-23 01:12PM	Insider Sell: CEO George Chamoun Sells 443,776 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Dec-15-23 01:02PM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com) -5.28%
Dec-12-23 09:40AM	Is ACV Auctions (ACVA) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks) -6.12%
Nov-23-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Nov-22-23 09:55AM	Wall Street Analysts See a 31.71% Upside in ACV Auctions Inc. (ACVA): Can the Stock Really Move This High? (Zacks)
Nov-17-23 11:22AM	ACV Panels Discuss using AI for Trusted Vehicle Valuation and Disposal Strategies at Used Car Week 2023 (GlobeNewswire)
09:04AM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Nov-07-23 09:46AM	ACV Auctions Inc. (NASDAQ:ACVA) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:30AM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Nov-06-23 05:30PM	Compared to Estimates, ACV Auctions Inc. (ACVA) Q3 Earnings: A Look at Key Metrics (Zacks)
05:11PM	ACV Auctions Inc (ACVA) Q3 2023 Earnings: Revenue Up 13% YoY, Adjusted EBITDA Beats Guidance (GuruFocus.com)
04:01PM	ACV Announces Third Quarter 2023 Results (GlobeNewswire)
09:55AM	Wall Street Analysts Think ACV Auctions Inc. (ACVA) Could Surge 39.09%: Read This Before Placing a Bet (Zacks)
Oct-30-23 10:00AM	Will ACV Auctions Inc. (ACVA) Report Negative Earnings Next Week? What You Should Know (Zacks)
Oct-19-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Oct-16-23 04:05PM	ACV to Report Third Quarter 2023 Financial Results on November 6, 2023 (GlobeNewswire)
08:30AM	ACV Leverages AI to Introduce ClearCar (GlobeNewswire)
Oct-12-23 11:01PM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com) -5.87%
Sep-29-23 09:40AM	Is ACV Auctions (ACVA) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
Sep-25-23 03:48AM	ACV Auctions (ACVA) Rose on Full-Year Guidance (Insider Monkey)
Sep-15-23 07:20PM	Insider Sell: CEO George Chamoun Sells 245,474 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-14-23 07:11PM	Insider Sell: Craig Anderson Sells 15,000 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-12-23 09:40AM	Is ACV Auctions (ACVA) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks)
Aug-30-23 09:00AM	ACV Prioritizes User Experience and Customer Communication Enhancements, Adding Chat to Its Robust Options (GlobeNewswire)
Aug-23-23 04:05PM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Aug-08-23 10:48AM	Q2 2023 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
09:27AM	ACV Auctions Inc. (NASDAQ:ACVA) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-07-23 04:05PM	ACV Announces Second Quarter 2023 Results (GlobeNewswire)
Aug-05-23 12:38AM	Q2 2023 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-27-23 07:20AM	ACV Auctions Inc. (NASDAQ:ACVA) Shares Could Be 45% Below Their Intrinsic Value Estimate (Simply Wall St.)
Jul-17-23 04:05PM	ACV to Report Second Quarter 2023 Financial Results and Participate in the Canaccord Genuity 43rd Annual Growth Conference (GlobeNewswire)
Jul-13-23 10:00AM	Best Momentum Stocks to Buy for July 13 (Zacks)

ACV Auctions, Inc. provides a vibrant digital marketplace for wholesale vehicle transactions and data services, which offers transparent and accurate vehicle information to its customers. The company's platform leverages data insights and technology to power its digital marketplace and data services, enabling its dealers and commercial partners to buy, sell and value vehicles. Its platform includes Digital Marketplace, Remarketing Centers, Data Services and Data and Technology. Digital Marketplace connects buyers and sellers of wholesale vehicles in an intuitive and efficient manner. Remarketing Centers provides an additional channel to provide dealers and commercial partners with auction services. Data Services offers insights into the condition and value of used vehicles for transactions both on and off its marketplace and helps dealers, their end consumers, and commercial partners make more informed decisions to transact with confidence and efficiency. Data and Technology underpins everything it does, and powers its vehicle inspections, comprehensive vehicle intelligence reports, digital marketplace and operations automation platform. The company was founded by Joseph Neiman, Daniel Magnuszewsk, and Jack Greco in December 2014 and is headquartered in Buffalo, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Peer Andrew	VP, Corporate Controller	Sep 04 '24	Sale	18.14	573	10,394	66,352	Sep 06 04:16 PM
KAMERICK EILEEN A	Director	Sep 04 '24	Sale	17.83	25,000	445,750	9,239	Sep 06 04:11 PM
EILEEN A KAMERICK	Director	Sep 04 '24	Proposed Sale	17.83	25,000	445,720		Sep 04 04:21 PM
ANDREW PEER	Director	Sep 04 '24	Proposed Sale	18.15	573	10,400		Sep 04 04:15 PM
Mehta Vikas	Chief Operating Officer	Aug 23 '24	Sale	18.71	145,928	2,730,313	468,505	Aug 27 04:37 PM
Mehta Vikas	Chief Operating Officer	Aug 26 '24	Sale	19.21	8,395	161,268	467,090	Aug 27 04:37 PM
15 Angels III LLC	Director	Aug 26 '24	Proposed Sale	18.96	13,671	259,202		Aug 26 05:03 PM
Bessemer Venture Partners IX I	Director	Aug 26 '24	Proposed Sale	18.96	661,119	12,534,816		Aug 26 05:01 PM
Bessemer Venture Partners IX L	Director	Aug 26 '24	Proposed Sale	18.96	825,210	15,645,982		Aug 26 04:59 PM
Hirsch Brian	Director	Aug 23 '24	Sale	18.63	61,666	1,148,838	9,239	Aug 23 05:11 PM
VIKAS MEHTA	Officer	Aug 23 '24	Proposed Sale	18.26	154,323	2,817,938		Aug 23 04:26 PM
15 Angels III LLC	Director	Aug 23 '24	Proposed Sale	18.26	4,557	83,211		Aug 23 04:15 PM
Bessemer Venture Partners IX I	Director	Aug 23 '24	Proposed Sale	18.26	220,373	4,024,011		Aug 23 04:13 PM
Bessemer Venture Partners IX L	Director	Aug 23 '24	Proposed Sale	18.26	275,070	5,022,778		Aug 23 04:11 PM
Hirsch Brian	Affiliate	Aug 23 '24	Proposed Sale	18.26	61,666	1,126,021		Aug 23 04:01 PM
Fitzgerald Leanne	Chief Legal Officer	Aug 20 '24	Sale	18.85	73,167	1,379,198	377,071	Aug 21 04:14 PM
15 Angels III LLC	Director	Aug 20 '24	Proposed Sale	18.62	4,557	84,851		Aug 20 05:36 PM
Bessemer Venture Partners IX I	Director	Aug 20 '24	Proposed Sale	18.62	220,373	4,103,345		Aug 20 05:33 PM
Bessemer Venture Partners IX L	Director	Aug 20 '24	Proposed Sale	18.62	275,070	5,121,803		Aug 20 05:30 PM
LEANNE FITZGERALD	Officer	Aug 20 '24	Proposed Sale	18.62	73,167	1,362,370		Aug 20 04:26 PM
Peer Andrew	VP, Corporate Controller	Aug 15 '24	Sale	19.00	1,150	21,850	8,336	Aug 19 04:28 PM
15 Angels III LLC	Director	Aug 16 '24	Proposed Sale	18.61	4,557	84,805		Aug 16 05:43 PM
Bessemer Venture Partners IX L	Director	Aug 16 '24	Proposed Sale	18.62	275,070	5,121,803		Aug 16 05:41 PM
Bessemer Venture Partners IX I	Director	Aug 16 '24	Proposed Sale	18.62	220,373	4,103,345		Aug 16 05:34 PM
ANDREW PEER	Director	Aug 15 '24	Proposed Sale	18.16	1,150	20,884		Aug 15 04:28 PM
15 Angels III LLC	Director	Aug 14 '24	Proposed Sale	18.35	4,557	83,621		Aug 14 04:53 PM
Bessemer Venture Partners IX I	Director	Aug 14 '24	Proposed Sale	18.35	220,373	4,043,845		Aug 14 04:52 PM
Bessemer Venture Partners IX L	Director	Aug 14 '24	Proposed Sale	18.35	275,070	5,047,535		Aug 14 04:48 PM
ZERELLA WILLIAM	Chief Financial Officer	Aug 06 '24	Sale	15.19	32,500	493,675	503,077	Aug 08 04:28 PM
WILLIAM ZERELLA	Officer	Aug 06 '24	Proposed Sale	15.15	32,500	492,375		Aug 06 04:08 PM
ZERELLA WILLIAM	Chief Financial Officer	Jul 09 '24	Sale	17.51	32,500	569,075	503,077	Jul 11 06:06 PM
Waterman Michael	Chief Sales Officer	Jul 09 '24	Sale	17.51	26,336	461,143	366,710	Jul 11 06:05 PM
Anderson Craig Eric	CCDSO	Jul 02 '24	Sale	17.81	7,500	133,575	328,167	Jul 03 04:59 PM
Chamoun George	Chief Executive Officer	Jun 21 '24	Sale	17.71	140,525	2,488,698	961,245	Jun 21 05:55 PM
Chamoun George	Chief Executive Officer	Jun 20 '24	Sale	17.62	131,480	2,316,678	961,245	Jun 21 05:55 PM
Chamoun George	Chief Executive Officer	Jun 18 '24	Sale	17.71	77,995	1,381,291	961,245	Jun 21 05:55 PM
ZERELLA WILLIAM	Chief Financial Officer	Jun 11 '24	Sale	18.13	276,900	5,019,547	515,671	Jun 13 04:08 PM
ZERELLA WILLIAM	Chief Financial Officer	Jun 12 '24	Sale	18.66	123,700	2,308,242	515,671	Jun 13 04:08 PM
Hirsch Brian	Director	Jun 11 '24	Sale	18.13	22,958	416,229	9,239	Jun 12 09:21 PM
Hirsch Brian	Director	Jun 10 '24	Sale	18.33	57,211	1,048,678	32,197	Jun 10 08:13 PM
Hirsch Brian	Director	Jun 07 '24	Sale	18.02	14,909	268,660	89,408	Jun 10 08:13 PM
Hirsch Brian	Director	Jun 06 '24	Sale	18.03	342	6,166	104,317	Jun 10 08:13 PM
Castillo Kirsten	Director	Jun 06 '24	Sale	17.68	15,000	265,200	9,239	Jun 10 05:49 PM
Castillo Kirsten	Director	Jun 07 '24	Sale	17.82	5,000	89,100	9,239	Jun 10 05:49 PM
Hirsch Brian	Director	May 31 '24	Sale	18.25	100	1,825	104,659	Jun 04 06:50 PM
Hirsch Brian	Director	May 29 '24	Sale	18.29	8,221	150,362	95,520	May 30 07:07 PM
Waterman Michael	Chief Sales Officer	May 29 '24	Sale	18.00	46,126	830,268	335,672	May 30 04:45 PM
ZERELLA WILLIAM	Chief Financial Officer	May 14 '24	Sale	17.69	32,500	574,925	314,151	May 16 04:14 PM
ZERELLA WILLIAM	Chief Financial Officer	Apr 16 '24	Sale	17.17	32,500	558,025	314,151	Apr 17 05:20 PM
Anderson Craig Eric	CCDSO	Apr 09 '24	Sale	18.50	7,500	138,750	194,525	Apr 11 04:09 PM
Mehta Vikas	Chief Operating Officer	Apr 03 '24	Sale	18.40	108,342	1,993,493	321,475	Apr 05 04:12 PM
Mehta Vikas	Chief Operating Officer	Apr 04 '24	Sale	18.55	13,399	248,551	321,475	Apr 05 04:12 PM
Mehta Vikas	Chief Operating Officer	Apr 02 '24	Sale	17.97	78,259	1,406,314	321,475	Apr 03 05:36 PM
Anderson Craig Eric	CCDSO	Mar 28 '24	Sale	19.07	5,000	95,350	202,797	Mar 29 04:01 PM
Chamoun George	Chief Executive Officer	Mar 19 '24	Sale	18.42	124,999	2,302,482	597,921	Mar 21 07:32 PM
Chamoun George	Chief Executive Officer	Mar 21 '24	Sale	19.14	120,062	2,297,987	597,921	Mar 21 07:32 PM
Chamoun George	Chief Executive Officer	Mar 20 '24	Sale	18.73	77,198	1,445,919	597,921	Mar 21 07:32 PM
ZERELLA WILLIAM	Chief Financial Officer	Mar 19 '24	Sale	18.40	32,500	598,000	323,286	Mar 21 07:26 PM
KAMERICK EILEEN A	Director	Mar 14 '24	Sale	17.34	12,498	216,715	0	Mar 18 05:20 PM
Hirsch Brian	Director	Mar 13 '24	Sale	17.49	1,101,807	19,270,604	0	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 14 '24	Sale	17.38	102,970	1,789,619	3,362	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 13 '24	Sale	17.67	61,853	1,092,943	106,332	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 15 '24	Sale	17.58	3,362	59,104	0	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 12 '24	Sale	17.52	79,174	1,387,128	275,452	Mar 13 07:15 PM
Hirsch Brian	Director	Mar 11 '24	Sale	17.46	24,052	419,948	295,245	Mar 13 07:15 PM
Hirsch Brian	Director	Mar 08 '24	Sale	18.31	241,455	4,421,041	301,258	Mar 08 06:15 PM
Hirsch Brian	Director	Mar 07 '24	Sale	17.96	67,072	1,204,613	361,622	Mar 08 06:15 PM
Hirsch Brian	Director	Mar 06 '24	Sale	18.24	38,763	707,037	378,390	Mar 08 06:15 PM
Mehta Vikas	Chief Operating Officer	Mar 05 '24	Sale	18.62	333,497	6,209,714	333,327	Mar 07 05:13 PM
Mehta Vikas	Chief Operating Officer	Mar 06 '24	Sale	18.67	9,003	168,086	333,327	Mar 07 05:13 PM
Waterman Michael	Chief Sales Officer	Mar 05 '24	Sale	18.47	10,130	187,101	234,234	Mar 07 05:12 PM
ZERELLA WILLIAM	Chief Financial Officer	Mar 05 '24	Sale	18.72	50,000	936,000	323,286	Mar 07 05:11 PM
Anderson Craig Eric	CCDSO	Feb 28 '24	Sale	18.00	5,000	90,000	202,797	Feb 29 05:00 PM
Mehta Vikas	Chief Operating Officer	Feb 22 '24	Sale	16.48	200,000	3,296,000	319,036	Feb 26 06:09 PM
ZERELLA WILLIAM	Chief Financial Officer	Feb 06 '24	Sale	14.07	32,500	457,275	305,579	Feb 08 05:02 PM
Waterman Michael	Chief Sales Officer	Jan 09 '24	Sale	13.54	4,919	66,603	219,963	Jan 11 04:19 PM
ZERELLA WILLIAM	Chief Financial Officer	Jan 09 '24	Sale	13.55	32,500	440,375	305,579	Jan 11 04:15 PM
Anderson Craig Eric	CCDSO	Jan 02 '24	Sale	14.89	129,552	1,929,029	199,781	Jan 04 06:50 PM
Anderson Craig Eric	CCDSO	Jan 03 '24	Sale	14.43	48,297	696,926	191,526	Jan 04 06:50 PM
Anderson Craig Eric	CCDSO	Dec 20 '23	Sale	14.72	73,016	1,074,796	199,413	Dec 21 06:55 PM
Anderson Craig Eric	CCDSO	Dec 21 '23	Sale	14.97	58,883	881,479	199,413	Dec 21 06:55 PM
Anderson Craig Eric	CCDSO	Dec 19 '23	Sale	14.86	40,252	598,145	199,413	Dec 21 06:55 PM
Chamoun George	Chief Executive Officer	Dec 15 '23	Sale	14.65	190,471	2,790,400	599,293	Dec 15 05:23 PM
Chamoun George	Chief Executive Officer	Dec 14 '23	Sale	15.29	128,691	1,967,685	599,293	Dec 15 05:23 PM
Chamoun George	Chief Executive Officer	Dec 13 '23	Sale	14.32	124,614	1,784,472	599,293	Dec 15 05:23 PM
ZERELLA WILLIAM	Chief Financial Officer	Dec 12 '23	Sale	13.70	17,500	239,750	315,296	Dec 14 04:21 PM
ZERELLA WILLIAM	Chief Financial Officer	Nov 14 '23	Sale	14.68	17,500	256,900	315,296	Nov 16 04:15 PM
ZERELLA WILLIAM	Chief Financial Officer	Oct 10 '23	Sale	15.08	17,500	263,900	315,296	Oct 12 04:16 PM
Waterman Michael	Chief Sales Officer	Oct 04 '23	Sale	14.60	5,210	76,066	228,762	Oct 05 04:35 PM
Bessemer Venture Partners IX L	10% Owner	Sep 14 '23	Sale	15.80	39,073	617,353	1,814,592	Sep 19 06:59 PM
Bessemer Venture Partners IX L	10% Owner	Sep 12 '23	Sale	16.21	128,479	2,082,645	1,859,214	Sep 15 06:10 AM
Bessemer Venture Partners IX L	10% Owner	Sep 13 '23	Sale	16.07	5,549	89,172	1,853,665	Sep 15 06:10 AM
Chamoun George	Chief Executive Officer	Sep 13 '23	Sale	15.61	97,196	1,517,230	622,950	Sep 14 06:51 PM
Chamoun George	Chief Executive Officer	Sep 12 '23	Sale	16.21	83,895	1,359,938	622,950	Sep 14 06:51 PM
Chamoun George	Chief Executive Officer	Sep 14 '23	Sale	15.74	64,383	1,013,388	622,950	Sep 14 06:51 PM
ZERELLA WILLIAM	Chief Financial Officer	Sep 12 '23	Sale	16.21	17,500	283,675	324,432	Sep 14 06:49 PM
Anderson Craig Eric	CCDSO	Sep 12 '23	Sale	16.21	15,000	243,150	207,684	Sep 14 04:37 PM
Mehta Vikas	Chief Operating Officer	Sep 12 '23	Sale	16.21	50,000	810,500	342,577	Sep 14 04:34 PM

Open in Screener

HQY

Healthequity Inc

Sep 06 • 04:00PM ET

76.24

Dollar change -3.25
Percentage change -4.09	%

Healthcare • Health Information Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: IJH VTI IWM VB VXF VBK IWO MDY SCHA SPMD

Index	RUT	P/E	63.52	EPS (ttm)	1.20	Insider Own	2.41%	Shs Outstand	86.13M	Perf Week	-1.10%
Market Cap	6.66B	Forward P/E	20.54	EPS next Y	3.71	Insider Trans	-8.86%	Shs Float	85.22M	Perf Month	9.40%
Income	105.67M	PEG	2.40	EPS next Q	0.73	Inst Own	101.49%	Short Float	5.30%	Perf Quarter	-8.90%
Sales	1.10B	P/S	6.06	EPS this Y	37.33%	Inst Trans	1.33%	Short Ratio	6.87	Perf Half Y	-5.08%
Book/sh	24.70	P/B	3.09	EPS next Y	20.12%	ROA	3.21%	Short Interest	4.52M	Perf Year	9.94%
Cash/sh	3.74	P/C	20.37	EPS next 5Y	26.50%	ROE	5.15%	52W Range	61.81 - 88.26	Perf YTD	14.99%
Dividend Est.	-	P/FCF	21.81	EPS past 5Y	-11.29%	ROI	3.20%	52W High	-13.62%	Beta	0.52
Dividend TTM	-	Quick Ratio	4.10	Sales past 5Y	31.23%	Gross Margin	55.49%	52W Low	23.35%	ATR (14)	3.02
Dividend Ex-Date	-	Current Ratio	4.10	EPS Y/Y TTM	714.80%	Oper. Margin	16.30%	RSI (14)	49.25	Volatility	5.85% 3.55%
Employees	3150	Debt/Eq	0.54	Sales Y/Y TTM	17.19%	Profit Margin	9.61%	Recom	1.21	Target Price	104.14
Option/Short	Yes / Yes	LT Debt/Eq	0.53	EPS Q/Q	229.61%	Payout	0.00%	Rel Volume	1.40	Prev Close	79.49
Sales Surprise	5.19%	EPS Surprise	23.03%	Sales Q/Q	23.15%	Earnings	Sep 03 AMC	Avg Volume	657.84K	Price	76.24
SMA20	1.31%	SMA50	-1.38%	SMA200	-1.02%	Trades		Volume	923,584	Change	-4.09%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-04-24	Initiated	JMP Securities	Mkt Outperform	$101
Apr-02-24	Reiterated	JP Morgan	Overweight	$86 → $108
Jan-03-24	Initiated	Barclays	Overweight	$84
Sep-21-23	Upgrade	Robert W. Baird	Neutral → Outperform	$79 → $87
Oct-21-22	Upgrade	Goldman	Sell → Neutral	$64 → $77
Sep-16-22	Initiated	KeyBanc Capital Markets	Overweight	$85
Jul-12-22	Initiated	Goldman	Sell	$59
Apr-11-22	Initiated	Wells Fargo	Overweight	$95
Apr-07-22	Initiated	Guggenheim	Buy	$89
Mar-30-22	Upgrade	BTIG Research	Neutral → Buy	$85
Dec-07-21	Downgrade	Raymond James	Strong Buy → Outperform	$90 → $70
Dec-02-21	Initiated	Jefferies	Buy	$68
Sep-09-21	Upgrade	SVB Leerink	Mkt Perform → Outperform	$80
Jul-02-21	Initiated	Stephens	Overweight	$100
Apr-29-21	Resumed	JP Morgan	Overweight	$82
Jan-07-21	Initiated	BTIG Research	Neutral
Dec-08-20	Reiterated	Barrington Research	Outperform	$70 → $75
Dec-02-20	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Nov-23-20	Downgrade	Guggenheim	Buy → Neutral
Oct-23-20	Initiated	RBC Capital Mkts	Outperform	$67

Show Previous Ratings

Sep-04-24 07:43AM	Q2 2025 Healthequity Inc Earnings Call (Thomson Reuters StreetEvents) +5.13%
Sep-03-24 06:00PM	HealthEquity (HQY) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	HealthEquity (HQY) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:10PM	HealthEquity: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports Second Quarter Ended July 31, 2024 Financial Results (GlobeNewswire)
08:00AM	Loading…
08:00AM	New HealthEquity Partnership Enhances Employee Access to Healthcare (GlobeNewswire)
Sep-02-24 09:01AM	Earnings To Watch: HealthEquity Inc (HQY) Reports Q2 2025 Result (GuruFocus.com)
Aug-28-24 09:15AM	What Analyst Projections for Key Metrics Reveal About HealthEquity (HQY) Q2 Earnings (Zacks)
Aug-23-24 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Aug-21-24 08:30AM	HSA Week 2024 Offers Free Resources and Personalized Healthcare Savings Paths (GlobeNewswire)
Aug-15-24 08:43PM	Analyzing Conduent Incorporated (CNDT) Among Top Technology Penny Stocks: Growth Prospects and Financial Insights (Insider Monkey)
Aug-13-24 05:59PM	HealthEquity Sets Date to Announce Second Quarter Results Presentation at Conferences (GlobeNewswire)
Aug-07-24 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Jul-30-24 08:12AM	HealthEquity data breach could affect 4.3M (Healthcare Dive)
Jul-26-24 12:51PM	3 Reasons Why You Should Hold HealthEquity (HQY) Stock Now (Zacks)
09:45AM	Loading…
Jul-19-24 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks) -5.68%
Jun-26-24 01:22PM	Here's Why You Should Retain HealthEquity (HQY) Stock for Now (Zacks)
Jun-21-24 02:35AM	HealthEquity (HQY) Rose on a Better-Than-Expected Sales Guidance (Insider Monkey)
Jun-17-24 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Jun-13-24 11:32AM	HealthEquity (HQY) Gains 25.3% YTD: What's Driving the Rally? (Zacks)
Jun-12-24 05:46AM	Wasatch Small Cap Growth Strategy's Investment in HealthEquity (HQY) Paid Off in Q1 (Insider Monkey)
Jun-04-24 01:31PM	Q1 2025 Healthequity Inc Earnings Call (Thomson Reuters StreetEvents)
12:35PM	HealthEquity (HQY) Q1 Earnings Surpass Estimates, Margins Up (Zacks)
12:27PM	Designer Brands, SiteOne fall; HealthEquity, Donaldson rise, Tuesday, 6/4/2024 (Associated Press Finance)
09:36AM	HealthEquity Breaks Out On Earnings Beat, Fed Tailwinds (Investor's Business Daily)
08:02AM	HealthEquity, Inc. (NASDAQ:HQY) Q1 2025 Earnings Call Transcript (Insider Monkey)
Jun-03-24 08:52PM	HQY Stock Earnings: HealthEquity Beats EPS, Beats Revenue for Q1 2025 (InvestorPlace)
05:30PM	HealthEquity (HQY) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	HealthEquity (HQY) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:10PM	HealthEquity: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Loading…
04:01PM	HealthEquity Reports First Quarter Ended April 30, 2024 Financial Results (GlobeNewswire)
May-30-24 11:09AM	Strength in HSA Likely to Aid HealthEquity's (HQY) Q1 Earnings (Zacks)
May-29-24 09:15AM	Stay Ahead of the Game With HealthEquity (HQY) Q1 Earnings: Wall Street's Insights on Key Metrics (Zacks)
May-22-24 11:19AM	Reasons to Add HealthEquity (HQY) Stock to Your Portfolio (Zacks)
May-16-24 01:25PM	HealthEquity (HQY) Closes Conduent's BenefitWallet Acquisition (Zacks)
May-14-24 09:10AM	Sector Update: Health Care Stocks Steady Premarket Tuesday (MT Newswires)
08:05AM	HealthEquity Completes Acquisition of Conduent's BenefitWallet (MT Newswires)
07:41AM	Conduent Completes Transfer of BenefitWallet HSA Portfolio to HealthEquity (Business Wire)
07:30AM	HealthEquity Closes Acquisition of BenefitWallet HSA Portfolio (GlobeNewswire)
May-07-24 09:00AM	HealthEquity Sets Date to Announce First Quarter Results (GlobeNewswire)
May-02-24 12:26PM	20 Fastest Growing Fintech Companies In 2024 (Insider Monkey)
09:20AM	Team Member Feedback Earns HealthEquity Workplace Culture Recognition (GlobeNewswire)
Apr-24-24 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Apr-23-24 01:42PM	Reasons Why You Should Retain HealthEquity (HQY) Stock for Now (Zacks)
Apr-09-24 08:18AM	TipRanks Perfect 10 List: Analysts Throw Weight Behind These 2 Top-Scoring Stocks (TipRanks)
Apr-04-24 09:05AM	Benefits Leaders Believe in Power of AI, Considering Data Privacy and Accuracy (GlobeNewswire)
Apr-03-24 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Mar-28-24 07:00PM	Director Evelyn Dilsaver Sells 32,500 Shares of HealthEquity Inc (HQY) (GuruFocus.com)
08:13AM	Insiders Are Dumping These 10 Healthcare Stocks (Insider Monkey)
Mar-20-24 12:36PM	Q4 2024 Healthequity Inc Earnings Call (Thomson Reuters StreetEvents)
11:34AM	HealthEquity (HQY) Q4 Earnings Surpass Estimates, Margins Up (Zacks)
11:12AM	HealthEquity, Inc. (NASDAQ:HQY) Q4 2024 Earnings Call Transcript (Insider Monkey)
Mar-19-24 08:53PM	HQY Stock Earnings: HealthEquity Beats EPS, Beats Revenue for Q4 2024 (InvestorPlace)
06:00PM	Compared to Estimates, HealthEquity (HQY) Q4 Earnings: A Look at Key Metrics (Zacks)
05:31PM	HealthEquity Inc (HQY) Reports Strong Fiscal Year 2024 Earnings with Revenue Up 16% (GuruFocus.com)
05:15PM	HealthEquity (HQY) Beats Q4 Earnings and Revenue Estimates (Zacks)
04:22PM	HealthEquity: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2024 Financial Results (GlobeNewswire)
10:15AM	Here's Why You Should Retain HealthEquity (HQY) Stock Now (Zacks)
Mar-18-24 09:50AM	Here's Why HealthEquity (HQY) is a Strong Momentum Stock (Zacks)
Mar-17-24 10:15AM	What To Expect in the Markets This Week (Investopedia)
Mar-15-24 05:44AM	Should You Be Confident in HealthEquity (HQY)? (Insider Monkey)
Mar-14-24 09:15AM	What Analyst Projections for Key Metrics Reveal About HealthEquity (HQY) Q4 Earnings (Zacks)
08:36AM	Should You Buy HealthEquity (HQY) Ahead of Earnings? (Zacks)
Mar-12-24 10:00AM	HealthEquity (HQY) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-05-24 04:01PM	HealthEquity Sets Date to Announce Fiscal Year End Results (GlobeNewswire)
03:00PM	Insider Sell: EVP, GC & Corporate Secretary Delano Ladd Sells Shares of HealthEquity Inc (HQY) (GuruFocus.com)
Mar-01-24 09:50AM	Why HealthEquity (HQY) is a Top Momentum Stock for the Long-Term (Zacks)
Feb-27-24 12:10PM	Why HealthEquity (HQY) is Poised to Beat Earnings Estimates Again (Zacks)
Feb-21-24 04:01PM	HealthEquity Reports Year-End Sales Metrics (GlobeNewswire)
Feb-12-24 10:30AM	Here's Why You Should Add HealthEquity (HQY) to Your Portfolio (Zacks)
Feb-10-24 03:03AM	Insider Sell: EVP, GC & Corporate Secretary Delano Ladd Sells 2,499 Shares of HealthEquity ... (GuruFocus.com)
Jan-26-24 09:15AM	HealthEquity, Inc. (HQY) Hit a 52 Week High, Can the Run Continue? (Zacks)
Jan-24-24 09:45AM	HealthEquity (HQY) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Jan-12-24 03:02PM	Insider Sell: EVP, GC & Corporate Secretary Delano Ladd Sells Shares of HealthEquity Inc (HQY) (GuruFocus.com)
01:00PM	HealthEquity Recognized by Glassdoor as a Top U.S. Workplace for 2024 (GlobeNewswire)
Jan-08-24 12:00PM	HealthEquity (HQY) Upgraded to Buy: Here's What You Should Know (Zacks) +5.86%
09:00AM	HealthEquity Announces Year-End HSA Sales Outlook; Presentation at J.P. Morgan Healthcare Conference; Investor Day (GlobeNewswire)
Jan-04-24 11:30AM	Why Is HealthEquity (HQY) Down 2.4% Since Last Earnings Report? (Zacks)
Jan-03-24 09:45AM	Here's Why HealthEquity (HQY) is a Strong Growth Stock (Zacks)
Dec-28-23 09:55AM	Does HealthEquity (HQY) Have the Potential to Rally 31.37% as Wall Street Analysts Expect? (Zacks)
Dec-22-23 11:01AM	Former Director Ian Sacks Sells 45,000 Shares of HealthEquity Inc (HQY) (GuruFocus.com)
Dec-21-23 10:23PM	HealthEquity (HQY) Performed Strongly in Q3 (Insider Monkey)
Dec-20-23 10:08AM	3 Reasons to Add HealthEquity (HQY) Stock to Your Portfolio (Zacks)
Dec-15-23 05:06AM	Insider Sell Alert: EVP, Chief Technology Officer Elimelech Rosner Sells Shares of HealthEquity ... (GuruFocus.com)
Dec-12-23 04:00PM	HealthEquity Forum to Unveil 2024's Top Employee Benefits Trends: AI, Cost Management, and More (GlobeNewswire)
Dec-08-23 08:55AM	HealthEquity, Inc. (NASDAQ:HQY) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-07-23 05:51AM	HealthEquity (HQY) Surged in Q3 on Guidance (Insider Monkey)
Dec-06-23 09:24AM	HealthEquity (HQY) Q3 Earnings Surpass Estimates, Margins Up (Zacks)
05:50AM	HealthEquity (HQY) Benefitted from Increased Demand (Insider Monkey)
Dec-05-23 05:30PM	HealthEquity (HQY) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:21PM	HealthEquity Inc (HQY) Reports Robust Revenue Growth and Profitability in Q3 FY24 (GuruFocus.com)
05:10PM	HealthEquity (HQY) Beats Q3 Earnings and Revenue Estimates (Zacks)
04:10PM	HealthEquity: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	HealthEquity Reports Third Quarter Ended October 31, 2023 Financial Results (GlobeNewswire)
Dec-04-23 09:35AM	HealthEquity (HQY) Just Overtook the 20-Day Moving Average (Zacks)
Nov-30-23 10:56AM	Curious about HealthEquity (HQY) Q3 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Nov-23-23 09:45AM	Why HealthEquity (HQY) is a Top Growth Stock for the Long-Term (Zacks)
Nov-15-23 09:40AM	Are Medical Stocks Lagging HealthEquity (HQY) This Year? (Zacks)
Nov-10-23 09:52PM	3 Strong Buy Stocks Set to Take Off in the Coming Months (InvestorPlace)

HealthEquity, Inc. engages in the provision of technology-enabled services for healthcare and spending decisions. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rosner Elimelech	Officer	Sep 06 '24	Proposed Sale	77.02	12,296	947,089		Sep 06 04:51 PM
Parker Stuart B.	Director	Sep 06 '24	Proposed Sale	79.49	25,000	1,987,250		Sep 06 10:05 AM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jul 25 '24	Option Exercise	14.00	35,000	490,000	113,957	Jul 29 04:34 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jul 25 '24	Sale	79.86	35,000	2,795,130	89,769	Jul 29 04:34 PM
Wellborn Gayle Furgurson	Director	Jul 09 '24	Option Exercise	47.21	5,297	250,071	23,027	Jul 11 03:42 PM
Wellborn Gayle Furgurson	Director	Jul 09 '24	Sale	81.34	5,297	430,858	17,730	Jul 11 03:42 PM
Corvino Frank	Former Director	Jul 08 '24	Option Exercise	21.27	6,482	137,872	12,552	Jul 09 03:33 PM
Corvino Frank	Former Director	Jul 08 '24	Sale	81.89	7,705	630,932	6,070	Jul 09 03:33 PM
Kessler Jon	PRESIDENT AND CEO	Jun 24 '24	Sale	82.83	32,326	2,677,416	232,176	Jun 26 04:44 PM
Kessler Jon	PRESIDENT AND CEO	Jun 24 '24	Sale	82.83	13,469	1,115,575	112,766	Jun 26 04:44 PM
Kessler Jon	PRESIDENT AND CEO	Jun 25 '24	Sale	83.08	6,675	554,547	225,501	Jun 26 04:44 PM
Kessler Jon	PRESIDENT AND CEO	Jun 25 '24	Sale	83.08	2,781	231,040	109,985	Jun 26 04:44 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 06 '24	Option Exercise	14.00	7,484	104,776	97,999	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 07 '24	Option Exercise	14.00	2,080	29,120	92,595	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 06 '24	Sale	85.05	7,484	636,478	90,515	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 07 '24	Sale	85.01	2,080	176,825	90,515	Jun 10 04:28 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 05 '24	Option Exercise	14.00	25,036	350,504	115,551	Jun 07 03:43 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 05 '24	Sale	85.06	25,036	2,129,452	90,515	Jun 07 03:43 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 04 '24	Option Exercise	14.00	400	5,600	90,915	Jun 06 11:55 AM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jun 04 '24	Sale	85.00	400	34,000	90,515	Jun 06 11:55 AM
Dilsaver Evelyn S	Director	Mar 26 '24	Option Exercise	14.00	32,500	455,000	64,623	Mar 28 03:30 PM
Dilsaver Evelyn S	Director	Mar 26 '24	Sale	79.29	32,500	2,576,847	32,123	Mar 28 03:30 PM
Kessler Jon	PRESIDENT AND CEO	Mar 22 '24	Option Exercise	14.00	60,000	840,000	160,000	Mar 26 10:13 AM
Kessler Jon	PRESIDENT AND CEO	Mar 22 '24	Sale	79.81	33,765	2,694,731	126,635	Mar 26 10:13 AM
Ladd Delano	EVP, GC & CORPORATE SECRETARY	Mar 01 '24	Sale	82.59	2,558	211,265	47,438	Mar 05 12:39 PM
Ladd Delano	EVP, GC & CORPORATE SECRETARY	Feb 09 '24	Sale	80.00	2,499	199,920	49,996	Feb 09 06:13 PM
Ladd Delano	EVP, GC & CORPORATE SECRETARY	Jan 08 '24	Sale	70.00	2,586	181,020	52,495	Jan 09 06:56 PM
Sacks Ian	FORMER DIRECTOR	Dec 19 '23	Option Exercise	20.22	45,000	909,900	154,630	Dec 21 05:31 PM
Sacks Ian	FORMER DIRECTOR	Dec 19 '23	Sale	63.50	45,000	2,857,720	109,630	Dec 21 05:31 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Dec 11 '23	Sale	70.09	2,017	141,364	62,898	Dec 13 05:13 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Dec 08 '23	Option Exercise	14.00	70,000	980,000	142,887	Dec 12 03:56 PM
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Dec 08 '23	Sale	68.57	70,000	4,800,046	72,887	Dec 12 03:56 PM
Murdock Tyson D.	SPECIAL ADVISOR	Oct 13 '23	Sale	76.55	1,000	76,550	68,818	Oct 17 05:50 PM
Kessler Jon	PRESIDENT AND CEO	Sep 27 '23	Sale	75.03	46,818	3,512,543	0	Sep 29 04:39 PM
Rosner Elimelech	EVP, CHIEF TECHNOLOGY OFFICER	Sep 22 '23	Sale	71.92	1,998	143,704	66,616	Sep 26 05:10 PM
Corvino Frank	Director	Sep 22 '23	Option Exercise	14.00	3,608	50,512	12,356	Sep 26 05:08 PM
Corvino Frank	Director	Sep 22 '23	Sale	72.27	5,063	365,923	7,293	Sep 26 05:08 PM
Trittschuh Larry L	FORMER EVP CSO	Sep 21 '23	Option Exercise	59.63	6,419	382,765	52,629	Sep 25 04:45 PM
Trittschuh Larry L	FORMER EVP CSO	Sep 21 '23	Sale	72.42	6,419	464,896	46,210	Sep 25 04:45 PM

Open in Screener

ALIT

Alight Inc.

Sep 06 • 04:00PM ET

7.16

Dollar change -0.03
Percentage change -0.42	%

Technology • Software - Application • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VB VBR VXF IWN DFAT VTWO SCHA DFSV

Index	RUT	P/E	-	EPS (ttm)	-0.43	Insider Own	17.90%	Shs Outstand	510.89M	Perf Week	-2.85%
Market Cap	3.83B	Forward P/E	12.38	EPS next Y	0.58	Insider Trans	-0.69%	Shs Float	439.50M	Perf Month	5.45%
Income	-222.00M	PEG	-	EPS next Q	0.09	Inst Own	94.71%	Short Float	7.96%	Perf Quarter	-5.42%
Sales	2.87B	P/S	1.34	EPS this Y	-26.76%	Inst Trans	-0.57%	Short Ratio	7.01	Perf Half Y	-21.41%
Book/sh	8.26	P/B	0.87	EPS next Y	11.25%	ROA	-2.39%	Short Interest	34.99M	Perf Year	-4.02%
Cash/sh	0.75	P/C	9.58	EPS next 5Y	11.70%	ROE	-5.65%	52W Range	6.15 - 10.38	Perf YTD	-16.06%
Dividend Est.	-	P/FCF	15.71	EPS past 5Y	-	ROI	-3.16%	52W High	-31.02%	Beta	0.87
Dividend TTM	-	Quick Ratio	1.36	Sales past 5Y	7.73%	Gross Margin	22.89%	52W Low	16.42%	ATR (14)	0.22
Dividend Ex-Date	-	Current Ratio	1.36	EPS Y/Y TTM	12.78%	Oper. Margin	3.69%	RSI (14)	48.93	Volatility	2.72% 2.66%
Employees	18000	Debt/Eq	0.65	Sales Y/Y TTM	-13.79%	Profit Margin	-7.74%	Recom	1.22	Target Price	10.11
Option/Short	Yes / Yes	LT Debt/Eq	0.57	EPS Q/Q	130.75%	Payout	-	Rel Volume	1.28	Prev Close	7.19
Sales Surprise	-32.46%	EPS Surprise	-0.09%	Sales Q/Q	-33.25%	Earnings	Aug 06 BMO	Avg Volume	4.99M	Price	7.16
SMA20	0.79%	SMA50	-0.11%	SMA200	-12.92%	Trades		Volume	6,393,169	Change	-0.42%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-20-24	Downgrade	JP Morgan	Overweight → Neutral	$8
Jan-05-24	Resumed	Citigroup	Buy	$12
Dec-06-23	Initiated	Canaccord Genuity	Buy	$12
Nov-07-23	Initiated	UBS	Buy	$10
Jun-13-23	Initiated	Citigroup	Buy	$12
Dec-09-22	Initiated	Wedbush	Outperform	$13
Dec-06-22	Initiated	Needham	Buy	$12
Sep-16-22	Initiated	KeyBanc Capital Markets	Overweight	$15
Aug-02-22	Initiated	JP Morgan	Overweight	$10
Feb-08-22	Initiated	Stephens	Overweight	$15
Aug-16-21	Initiated	Credit Suisse	Outperform	$15
Jul-27-21	Resumed	DA Davidson	Buy	$20 → $16

Show Previous Ratings

Sep-03-24 08:00AM	Alight to Participate in the Citi Global TMT Conference (Business Wire)
Aug-29-24 08:44AM	Implied Volatility Surging for Alight (ALIT) Stock Options (Zacks)
Aug-26-24 08:30AM	Alight Names Dave Guilmette as Chief Executive Officer (Business Wire)
08:16AM	Heres Why Alight (ALIT) Fell in Q2 (Insider Monkey)
Aug-20-24 04:33AM	Sveaskog partners Alight to develop 2GW solar projects in Sweden (Power Technology)
08:38AM	Loading…
Aug-13-24 08:38AM	Alight (ALIT) Completes Cloud Migration to Reduce Costs (Zacks)
Aug-12-24 07:30AM	Alight Completes Cloud Migration Transformation, Delivering Enhanced Performance and Significant Cost Savings (Business Wire)
Aug-09-24 08:00AM	Alight to Participate in the Canaccord Genuity 44th Annual Growth Conference (Business Wire)
Aug-07-24 09:45PM	Trading in 401 (k) Accounts During Stock Market Rout Hit Highest Level Since 2020 (Investopedia)
03:01AM	Q2 2024 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-06-24 09:15AM	Alight, Inc. (ALIT) Lags Q2 Earnings and Revenue Estimates (Zacks) -5.51%
07:45AM	Alight Reports Second Quarter 2024 Results (Business Wire)
Aug-01-24 07:00AM	Alight Announces the Latest Release of Alight Worklife (Business Wire)
04:26AM	Heres Why Alight (ALIT) Slipped in Q2 (Insider Monkey)
Jul-16-24 04:30PM	Alight to Announce Second Quarter 2024 Results (Business Wire)
01:50PM	Loading…
Jul-12-24 01:50PM	Alight Completes Sale of Payroll and Professional Services Business (Business Wire)
Jun-28-24 08:03AM	Acuity Brands, Inc. (NYSE:AYI) Q3 2024 Earnings Call Transcript (Insider Monkey)
Jun-18-24 06:30AM	Alight Announces $75 Million Accelerated Share Repurchase Agreement (Business Wire)
Jun-17-24 12:00PM	All You Need to Know About Alight (ALIT) Rating Upgrade to Buy (Zacks)
09:35AM	After Plunging -10.68% in 4 Weeks, Here's Why the Trend Might Reverse for Alight (ALIT) (Zacks)
Jun-11-24 01:02PM	Is The Options Market Predicting a Spike In Alight (ALIT) Stock? (Zacks)
Jun-06-24 08:35AM	Alight Releases 2024 Global Impact Report Highlighting ESG Performance and Progress (Business Wire)
May-13-24 05:15PM	Alight to Participate in the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference (Business Wire)
May-09-24 03:16PM	Alight, Inc. (NYSE:ALIT) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:14AM	Alight Inc (ALIT) Q1 2024 Earnings Call Transcript Highlights: Strategic Moves and Robust ... (GuruFocus.com)
12:34AM	Q1 2024 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
May-08-24 05:07PM	Alight, Inc. (ALIT) Beats Q1 Earnings Estimates (Revised) (Zacks) -16.25%
12:55PM	ALIT Stock Earnings: Alight Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:12AM	Alight Inc (ALIT) Q1 2024 Earnings: Mixed Results Amid Strategic Shifts (GuruFocus.com)
08:55AM	Alight, Inc. (ALIT) Misses Q1 Earnings and Revenue Estimates (Zacks)
07:45AM	Loading…
07:45AM	Alight Reports First Quarter 2024 Results (Business Wire)
07:44AM	Alight Announces Executive Leadership Changes (Business Wire)
May-07-24 11:43AM	16 Best US Stocks To Invest In Under $10 (Insider Monkey)
08:36AM	Why Alight (ALIT) Might Surprise This Earnings Season (Zacks)
May-06-24 08:00AM	Alight Names Two New Independent Directors, Dave Guilmette and Coretha Rushing, to its Board of Directors (Business Wire)
May-01-24 04:05PM	Alight to Announce First Quarter 2024 Results (Business Wire)
Apr-26-24 12:10PM	Why Alight (ALIT) Could Beat Earnings Estimates Again (Zacks)
Apr-23-24 09:40AM	Is Alight (ALIT) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Apr-12-24 01:39AM	Alight Inc CEO Stephan Scholl Sells 83,016 Shares (GuruFocus.com)
Apr-11-24 01:30AM	Alight Inc CEO Stephan Scholl Sells 106,500 Shares (GuruFocus.com)
Apr-04-24 08:28AM	Fortune Media and Great Place to Work Recognize Alight as a 100 Best Companies to Work For in 2024 (Business Wire)
Mar-28-24 07:00AM	Alights Latest Release of Alight Worklife to Unlock Value for Organizations and Their People (Business Wire)
Mar-22-24 02:44AM	Alight (ALIT) Soars 14.0%: Is Further Upside Left in the Stock? (Zacks)
01:29AM	Alight Inc (ALIT) CEO Stephan Scholl Sells 428,574 Shares (GuruFocus.com)
Mar-21-24 10:41AM	Alight, Inc. (ALIT) Hits Fresh High: Is There Still Room to Run? (Zacks)
Mar-20-24 11:28AM	Alight Stock Jumps. Its Selling a Business Unit for $1.2 Billion and Buying Back Shares. (Barrons.com) +14.03%
10:43AM	Alight to sell payroll and professional service business for up to $1.2 billion (Reuters)
09:16AM	Alight Announces Agreement to Sell Payroll and Professional Services Business for up to $1.2 Billion (Business Wire)
Mar-14-24 07:00AM	Alight Announces New Integration of Leaves With Other Benefits (Business Wire)
Mar-07-24 08:49AM	Greenlight Capital Re, Ltd. (NASDAQ:GLRE) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-04-24 08:15AM	Alight Expands Partnership With SAP, Advancing Payroll Systems With Move From On-premise to the Cloud (Business Wire)
Mar-03-24 11:31PM	5 Best Single Digit Stocks To Invest In (Insider Monkey)
Mar-01-24 07:30AM	Alight to Present at Upcoming Investor Conferences (Business Wire)
Feb-28-24 12:00PM	Alight, Inc. (ALIT) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
09:55AM	Does Alight, Inc. (ALIT) Have the Potential to Rally 30.92% as Wall Street Analysts Expect? (Zacks)
Feb-23-24 07:17PM	Peabody Energy, Alight, and More Stocks See Activist Investor Action (Barrons.com)
Feb-22-24 01:55PM	Hedge Fund and Insider Trading News: Bill Ackman, Starboard Value, Citadel LLC, Rokos Capital Management, Pantera Capital, Regeneron Pharmaceuticals, Inc. (REGN), and More (Insider Monkey)
10:42AM	Alight, Inc. (NYSE:ALIT) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:00AM	Alight Confirms Receipt of Director Nominations from Starboard Value (Business Wire)
Feb-21-24 10:58PM	Q4 2023 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
08:55AM	Alight, Inc. (ALIT) Q4 Earnings Surpass Estimates (Zacks)
08:12AM	Alight Inc (ALIT) Reports Mixed 2023 Financial Results Amidst Strategic Portfolio Review (GuruFocus.com)
07:40AM	Alight Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-19-24 08:30AM	Alight study reveals half of companies committed payroll errors during the last five years (Business Wire)
Feb-15-24 08:30AM	Alight unveils Alight LumenAITM, its next-generation AI engine powering Alight Worklife (Business Wire)
Feb-07-24 08:00AM	Alight to Announce Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-25-24 04:52AM	What Makes Alight (ALIT) a Worthy Investment? (Insider Monkey)
Jan-18-24 11:02AM	Larry Robbins' Glenview Capital Management Expands Grip on Alight Inc Holding (GuruFocus.com)
11:02AM	Larry Robbins' Firm Expands Grip on Alight Inc Holding (GuruFocus.com)
Jan-11-24 07:00AM	Alight named a Leader in Everest Groups Global Multi-Country Payroll (MCP) Solutions PEAK Matrix 2023 (Business Wire)
Jan-09-24 07:00AM	Alight and CirrusMD team up to deliver physician-led virtual primary care on Alight Worklife (GlobeNewswire)
Dec-12-23 06:35AM	Tech Stocks Are Poised to Soar Amid Digital Transformation, According to Canaccord Here Are 2 Names With at Least 40% Upside Potential (TipRanks)
Dec-11-23 08:00AM	Alight Names Siobhan Nolan Mangini to Board of Directors (Business Wire)
Dec-06-23 04:30PM	Healthcare Open Enrollment Trends Point to Integration of AI Tools and Increased Digital Engagement (Business Wire)
04:54AM	Alight (ALIT) Declined on Lower-Than-Expected New Customer Bookings (Insider Monkey)
Nov-30-23 04:30PM	Alight named a Leader in Everest Groups Multi-Process HRO (MPHRO) Services 2023 PEAK Matrix Assessment (Business Wire)
Nov-09-23 08:00AM	Alight to Present at Upcoming Investor Conferences (Business Wire)
Nov-06-23 09:58PM	Polen Capital on Alight (ALIT): 'We Believe the Business Remains Healthy' (Insider Monkey)
Nov-02-23 06:44PM	Alight, Inc. (NYSE:ALIT) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-01-23 03:48PM	Why Alight Stock Is Jumping Today (Motley Fool) +10.54%
09:18AM	Alight Inc (ALIT) Reports 8.4% Revenue Growth and 26% BPaaS Bookings Growth in Q3 2023 (GuruFocus.com)
07:30AM	Alight Reports Third Quarter Results (Business Wire)
Oct-12-23 04:05PM	Alight to Release Third Quarter 2023 Results (Business Wire)
Oct-11-23 07:30AM	Alight introduces Alight Employee Onboarding to enhance the new hire experience (Business Wire)
Oct-10-23 01:47PM	Hedge Fund and Insider Trading News: Dmitry Balyasny, Paul Tudor Jones, Dan Niles, Crispin Odey, Caius Capital, Alameda Research, Howard Hughes Holdings Inc (HHH), Alight Inc (ALIT), and More (Insider Monkey)
Sep-27-23 10:00AM	Alight and Socially Determined Sign a Multi-year Agreement to Transform Employee Wellbeing Through Comprehensive Social Risk Data and Analytics (Business Wire)
Sep-19-23 09:00AM	Alight Study Reveals Employee Wellbeing Has Plateaued and Trust in Employer Efforts Has Eroded (Business Wire)
Sep-14-23 09:00AM	Alight Enhances LeavePro Enterprise Software With New Automation Capabilities for a Better, Faster Client Experience (Business Wire)
Aug-30-23 04:05PM	Alight to Participate in the Citi Global Technology Conference (Business Wire)
Aug-22-23 04:05PM	Alight Announces Closing of Secondary Offering (Business Wire)
Aug-16-23 04:28PM	Alight Announces Secondary Offering (Business Wire) -5.19%
Aug-14-23 07:20AM	Should You Invest in Alight (ALIT)? (Insider Monkey)
Aug-02-23 02:28PM	Alight, Inc. (NYSE:ALIT) Q2 2023 Earnings Call Transcript (Insider Monkey) -11.67%
08:22AM	Q2 2023 Alight Inc Earnings Call (Thomson Reuters StreetEvents)
07:25AM	U.S. stocks are falling as debt rating cut sours the mood (Investing.com)
Aug-01-23 06:55PM	Alight, Inc. (ALIT) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:10PM	Alight Reports Second Quarter Results (Business Wire)
Jul-31-23 12:25PM	Alight Expands Engagement Experience With Latest Release of Alight Worklife® (Business Wire)
Jul-13-23 12:01PM	Larry Robbins Net Worth, Performance and Portfolio (Insider Monkey)
Jul-11-23 04:05PM	Alight to Release Second Quarter 2023 Results (Business Wire)

Alight, Inc. engages in the provision of cloud-based integrated digital human capital and business solutions. The company is headquartered in Lincolnshire, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Katie Rooney	Officer	Aug 05 '24	Proposed Sale	6.90	95,702	660,344		Aug 05 05:28 PM
Rooney Katie J.	Chief Operating Officer	Jul 08 '24	Sale	7.11	47,851	340,455	2,880,753	Jul 10 06:31 PM
Rooney Katie J.	Chief Operating Officer	Jul 09 '24	Sale	6.98	47,851	334,019	2,832,902	Jul 10 06:31 PM
Scholl Stephan	Chief Executive Officer	Apr 08 '24	Sale	95.10	83,016	7,894,988	8,115,183	Apr 10 06:19 PM
Scholl Stephan	Chief Executive Officer	Apr 09 '24	Sale	9.53	23,484	223,889	8,091,699	Apr 10 06:19 PM
Rooney Katie J.	See Remarks	Apr 01 '24	Sale	9.70	2,777	26,944	2,927,314	Apr 02 06:45 PM
Rooney Katie J.	See Remarks	Apr 02 '24	Sale	9.48	2,777	26,325	2,924,537	Apr 02 06:45 PM
Scholl Stephan	Chief Executive Officer	Mar 20 '24	Sale	9.81	428,574	4,203,368	8,198,199	Mar 21 06:43 PM
Tulsiani Dinesh V	Chief Strategy Officer	Mar 20 '24	Sale	10.00	2,498	24,980	746,169	Mar 21 06:37 PM
Rooney Katie J.	See remarks	Mar 06 '24	Sale	8.95	26,164	234,225	2,963,694	Mar 08 05:39 PM
Rooney Katie J.	See remarks	Mar 07 '24	Sale	9.09	5,454	49,588	2,958,240	Mar 08 05:39 PM
Rooney Katie J.	See remarks	Feb 06 '24	Sale	9.06	9,576	86,778	2,989,858	Feb 07 05:12 PM
Rooney Katie J.	See remarks	Feb 05 '24	Sale	9.00	7,100	63,932	2,999,434	Feb 07 05:12 PM
Massey Richard N	Director	Oct 05 '23	Buy	6.45	50,000	322,490	1,370,169	Oct 10 07:30 AM

Open in Screener

XMTR

Xometry Inc

Sep 06 • 04:00PM ET

17.62

Dollar change -1.15
Percentage change -6.13	%

Industrials • Specialty Industrial Machinery • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

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

Index	RUT	P/E	-	EPS (ttm)	-1.09	Insider Own	16.64%	Shs Outstand	45.49M	Perf Week	-12.99%
Market Cap	868.67M	Forward P/E	75.85	EPS next Y	0.23	Insider Trans	0.15%	Shs Float	41.09M	Perf Month	54.70%
Income	-52.89M	PEG	-	EPS next Q	-0.03	Inst Own	93.29%	Short Float	14.98%	Perf Quarter	17.78%
Sales	502.36M	P/S	1.73	EPS this Y	60.24%	Inst Trans	-3.98%	Short Ratio	10.30	Perf Half Y	-0.79%
Book/sh	6.45	P/B	2.73	EPS next Y	246.04%	ROA	-7.63%	Short Interest	6.16M	Perf Year	-9.83%
Cash/sh	4.89	P/C	3.61	EPS next 5Y	-	ROE	-16.09%	52W Range	11.08 - 38.74	Perf YTD	-50.93%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-19.14%	ROI	-8.72%	52W High	-54.51%	Beta	0.58
Dividend TTM	-	Quick Ratio	4.59	Sales past 5Y	56.69%	Gross Margin	36.86%	52W Low	59.03%	ATR (14)	1.14
Dividend Ex-Date	-	Current Ratio	4.63	EPS Y/Y TTM	38.35%	Oper. Margin	-11.29%	RSI (14)	49.26	Volatility	6.82% 6.63%
Employees	992	Debt/Eq	0.94	Sales Y/Y TTM	20.15%	Profit Margin	-10.53%	Recom	2.00	Target Price	22.00
Option/Short	Yes / Yes	LT Debt/Eq	0.92	EPS Q/Q	49.46%	Payout	-	Rel Volume	0.99	Prev Close	18.77
Sales Surprise	3.06%	EPS Surprise	92.01%	Sales Q/Q	19.45%	Earnings	Aug 08 BMO	Avg Volume	597.36K	Price	17.62
SMA20	-5.33%	SMA50	13.95%	SMA200	-15.41%	Trades		Volume	594,143	Change	-6.13%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-05-24	Initiated	Cantor Fitzgerald	Underweight	$13
Apr-10-23	Initiated	JMP Securities	Mkt Outperform	$20
Mar-02-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$45 → $21
Mar-02-23	Downgrade	JP Morgan	Overweight → Neutral	$55 → $21
Jan-31-23	Initiated	Craig Hallum	Buy	$48
Dec-14-22	Initiated	Lake Street	Sell	$28
Apr-12-22	Initiated	Loop Capital	Buy	$50
Jan-07-22	Resumed	Goldman	Buy	$70
Nov-11-21	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$80 → $53
Jul-26-21	Initiated	William Blair	Outperform
Jul-26-21	Initiated	RBC Capital Mkts	Sector Perform	$80
Jul-26-21	Initiated	Goldman	Neutral	$64
Jul-26-21	Initiated	Citigroup	Buy	$95
Jul-26-21	Initiated	BofA Securities	Buy	$90

Show Previous Ratings

Aug-27-24 08:05AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-19-24 04:25AM	Q2 Earnings Highlights: United Rentals (NYSE:URI) Vs The Rest Of The Specialty Equipment Distributors Stocks (StockStory)
Aug-15-24 09:55AM	Wall Street Analysts Think Xometry (XMTR) Could Surge 29.34%: Read This Before Placing a Bet (Zacks)
Aug-14-24 12:00PM	What Makes Xometry (XMTR) a New Buy Stock (Zacks) -5.86%
Aug-12-24 08:02AM	Xometry Unveils Instant Pricing, Lead Time Offerings For Tube Cutting, Tube Bending (GlobeNewswire)
08:20AM	Loading…
Aug-08-24 08:20AM	Xometry (XMTR) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +40.47%
07:48AM	Xometry (NASDAQ:XMTR) Surprises With Strong Q2, Stock Jumps 10.8% (StockStory)
07:21AM	Xometry: Q2 Earnings Snapshot (Associated Press Finance)
07:01AM	Xometry Reports Second Quarter 2024 Results (GlobeNewswire)
Aug-07-24 03:13AM	Xometry Earnings: What To Look For From XMTR (StockStory)
Jul-26-24 11:55AM	The 3 Best 4D Printing Stocks to Buy Now (InvestorPlace)
Jul-23-24 08:07AM	Manufacturing CEOs Support Vice President Kamala Harris' Presidential Bid Yet Believe Former President Trump Will Win The White House, An Independent Survey Reveals (GlobeNewswire) +8.73%
Jul-21-24 04:15AM	This Billionaire Predicted the Nvidia Stock Rally. Now He's Making a Prediction Elsewhere With an Investment That's Already Jumped 13% in the Last Month. (Motley Fool)
Jul-17-24 03:28AM	Spotting Winners: Xometry (NASDAQ:XMTR) And Specialty Equipment Distributors Stocks In Q1 (StockStory)
Jul-16-24 08:01AM	Xometry to Announce Second Quarter 2024 Financial Results on August 8, 2024 (GlobeNewswire) +11.05%
04:30AM	Loading…
Jul-07-24 04:30AM	These 3 Stocks Were Crushed in the First Half of 2024. Why They Could Flip the Script in the Second Half of 2024 and Beyond (Motley Fool)
Jul-03-24 05:28AM	Q1 Earnings Highlights: Richardson Electronics (NASDAQ:RELL) Vs The Rest Of The Specialty Equipment Distributors Stocks (StockStory)
Jun-27-24 08:15AM	New Xometry Ad Spotlights Work With Awake Window & Door Co. (GlobeNewswire)
Jun-25-24 07:42AM	Xometry (XMTR) Share Price Tanked Despite Strong Results (Insider Monkey)
Jun-23-24 04:25AM	3 Artificial Intelligence (AI) Stocks That Are Screaming Deals (Motley Fool)
Jun-14-24 03:57AM	4 Stocks That Can Help You to Get Richer in 2024 (Motley Fool)
Jun-03-24 04:39AM	Xometry (XMTR) Fell after the Announcement of Management Change (Insider Monkey)
May-31-24 07:00AM	A Few Years From Now, You'll Wish You Bought This High-Growth Stock (Motley Fool)
May-15-24 05:47PM	Xometry Appoints Sabir Dutt as Chief Sales Officer (MT Newswires) -6.30%
04:01PM	Xometry Appoints Subir Dutt As Chief Sales Officer (GlobeNewswire)
May-14-24 08:30AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-10-24 04:45PM	Xometry, Inc. (NASDAQ:XMTR) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 11:54AM	XMTR Stock Earnings: Xometry Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
08:25AM	Xometry (XMTR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:25AM	Xometry: Q1 Earnings Snapshot (Associated Press Finance)
07:02AM	Loading…
07:02AM	Xometry Reports First Quarter 2024 Results (GlobeNewswire)
Apr-30-24 07:07AM	3 3D Printing Stocks With the Potential to Make You an Overnight Millionaire (InvestorPlace)
Apr-28-24 04:45AM	Got $1,000? These Hot Growth Stocks Are Screaming Buys Right Now. (Motley Fool)
Apr-23-24 08:01AM	Xometry to Announce First Quarter 2024 Financial Results on May 9, 2024 (GlobeNewswire) +7.62%
Apr-17-24 04:15AM	Investors Are Chasing the Biggest Names in Artificial Intelligence. But These 2 Lesser-Known Companies Are AI Stocks to Buy Now. (Motley Fool)
Apr-16-24 08:40AM	Manufacturing CEOs Say 2024 Presidential Election Will Be 'Pivotal,' New 'American Manufacturing Resilience' Survey From Zogby Strategies and Xometry Reveals (GlobeNewswire)
Mar-28-24 08:01AM	Xometry Introduces Enhanced Teamspace Collaboration Features To Further Expedite Order Management On Its AI-Powered Marketplace (GlobeNewswire)
Mar-21-24 08:33AM	Xometry Europe Expands Finishing Options On Its AI-Driven Marketplace, Introduces The Xometry.Pro Knowledge Hub, And Launches A New Local-Language Czech Website (GlobeNewswire)
Mar-07-24 05:06AM	Here's Why Xometry (XMTR) Outperformed in Q4 (Insider Monkey)
Mar-01-24 09:05AM	Xometry, Inc. (NASDAQ:XMTR) Q4 2023 Earnings Call Transcript (Insider Monkey) -7.98%
12:30AM	Q4 2023 Xometry Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-29-24 09:33AM	Xometry Names Yelps James Miln as CFO (The Wall Street Journal) -35.00%
08:15AM	Xometry (XMTR) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
07:33AM	Xometry Inc (XMTR) Reports Strong Revenue Growth Amid Marketplace Expansion (GuruFocus.com)
07:28AM	Xometry: Q4 Earnings Snapshot (Associated Press Finance)
07:05AM	Xometry Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
07:03AM	Xometry Appoints James Miln as New Chief Financial Officer (GlobeNewswire)
Feb-28-24 12:40AM	Xometry (XMTR) Shares Strongly Appreciated in Q4 (Insider Monkey)
Feb-27-24 10:33AM	Xometry (XMTR) Gears Up to Post Q4 Earnings: What to Expect (Zacks)
Feb-22-24 08:05AM	Xometry to Participate in JMP Securities Technology Conference (GlobeNewswire)
Feb-21-24 08:04AM	Women Are More Likely To Find Career Satisfaction In Manufacturing Than Their Male Counterparts, Fourth-Annual Survey From Women in Manufacturing And Xometry Finds (GlobeNewswire) -5.85%
Feb-13-24 01:06PM	PRIMECAP Management Bolsters Stake in Xometry Inc (GuruFocus.com) -8.74%
08:01AM	Xometry to Announce Fourth Quarter and Full Year 2023 Financial Results On February 29, 2024 (GlobeNewswire)
Jan-17-24 04:44AM	Here's Why Madison Small Cap Fund Sold Xometry (XMTR) (Insider Monkey)
Jan-11-24 08:31AM	Election 2024: Spotlight on Manufacturing Primary Voters In Iowa, New Hampshire, South Carolina, Nevada And Michigan Weigh In On AI, Robotics And Automation In New Xometry, Zogby Strategies Poll (GlobeNewswire)
Jan-06-24 09:01AM	Xometry Inc CFO James Rallo Sells 4,404 Shares (GuruFocus.com)
Dec-26-23 07:33AM	Xometry CEO Randy Altschuler on manufacturing's AI renaissance and reshoring trends (CNBC TV) +5.36%
Dec-24-23 07:15AM	This Promising AI Stock Is Up Over 100% in the Last 2 Months and Still Has Long-Term Multibagger Potential (Motley Fool)
Dec-22-23 11:01AM	Xometry Inc CFO James Rallo Sells 5,000 Shares (GuruFocus.com)
Dec-19-23 08:22AM	Manufacturing CEOs Are Stepping Into 2024 Embracing AI, Accelerating Reshoring And Investing In High-Tech Talent (GlobeNewswire)
Dec-15-23 06:54AM	Bull Of The Day: Xometry (XMTR) (Zacks)
Dec-14-23 08:06AM	Auto Execs Expect Higher Revenue In 2024 But 84% Are Worried About Production Timelines And Waning Consumer Demand For Electric Vehicles, According To Xometry's Driving Progress: The 2024 Automotive Manufacturing Industry Survey (GlobeNewswire) +14.06%
Dec-12-23 04:08PM	Xometry and Howard University Announce Continuation Of 'Game-Changing' Xometry Scholars Program (GlobeNewswire) +5.02%
Dec-05-23 08:43AM	Xometry Updates Process Recommender To Its AI-Powered Instant Quoting Engine (GlobeNewswire)
Dec-04-23 04:05PM	Fabio Rosati Appointed Chair of Xometry's Board Of Directors (GlobeNewswire)
Dec-02-23 03:04AM	Insider Sell Alert: CFO James Rallo Sells 5,000 Shares of Xometry Inc (XMTR) (GuruFocus.com)
Nov-14-23 05:08PM	EVENTIDE ASSET MANAGEMENT, LLC Bolsters Position in Xometry Inc (GuruFocus.com) +12.93%
05:41AM	Market Strategists Say the Best Investment Opportunities Now Are in Small-Cap Stocks. 5 Stocks to Buy if They're Right. (Motley Fool)
Nov-13-23 08:03AM	Xometry to Participate in 2023 RBC Capital Markets Global Technology, Internet, Media And Telecommunications Conference (GlobeNewswire)
Nov-11-23 09:43AM	Xometry, Inc. (NASDAQ:XMTR) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 08:27AM	Xometry Inc (XMTR) Reports Q3 2023 Earnings: Marketplace Growth Drives Revenue Increase (GuruFocus.com)
07:49AM	Xometry: Q3 Earnings Snapshot (Associated Press Finance)
07:04AM	Xometry Reports Third Quarter 2023 Results (GlobeNewswire)
07:02AM	Xometry Leverages Google Cloud To Accelerate The Digitization Of Manufacturing Globally (GlobeNewswire)
Oct-25-23 02:42PM	REPEAT - The Vast Majority Of Manufacturing CEOs Say AI Is Delivering Strong ROI As Reshoring Continues To Accelerate, According To Latest Quarterly 'American Manufacturing Resilience' Poll With Forbes, Xometry And John Zogby Strategies (GlobeNewswire) -7.46%
07:30AM	The Vast Majority Of Manufacturing CEOs Say AI Is Delivering Strong ROI As Reshoring Continues To Accelerate, According To Latest Quarterly 'American Manufacturing Resilience' Poll With Forbes, Xometry And John Zogby Strategies (GlobeNewswire)
Oct-24-23 07:48AM	Xometry Integrates Teamspace Collaboration Tool Into Its AI-Powered Marketplace (GlobeNewswire)
Oct-23-23 07:48AM	Xometry to Announce Third Quarter 2023 Financial Results On Nov. 9, 2023 (GlobeNewswire)
Sep-20-23 07:53AM	Xometrys Thomas Introduces Build America, Buy America Category On Its Popular Thomasnet.com Sourcing Platform (GlobeNewswire)
Sep-16-23 01:01AM	Insider Sell: Peter Goguen Sells 4,250 Shares of Xometry Inc (GuruFocus.com)
Sep-13-23 08:13AM	Xometrys Thomas Expands Self-Serve Listing Categories On Its Popular Thomasnet.com Platform (GlobeNewswire) -7.45%
Aug-31-23 08:17AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-14-23 08:05AM	Xometry Adds New Dashboard Collaboration Tool To Its AI-Powered Marketplace (GlobeNewswire)
Aug-10-23 01:34AM	Q2 2023 Xometry Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-09-23 08:50AM	Xometry (XMTR) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +5.42%
07:41AM	Xometry: Q2 Earnings Snapshot (Associated Press Finance)
07:01AM	Xometry Reports Second Quarter 2023 Results (GlobeNewswire)
Aug-08-23 08:32AM	Why Xometry (XMTR) Might Surprise This Earnings Season (Zacks)
Aug-01-23 08:11AM	Medical Device Manufacturers Rapidly Reshoring Operations To Strengthen Their Domestic Supply Chains, According To Xometrys 2023 Medical Industry Survey (GlobeNewswire)
Jul-12-23 08:54AM	Xometry to Announce Second Quarter 2023 Financial Results on August 9, 2023 (GlobeNewswire)
Jul-11-23 10:30AM	The past year for Xometry (NASDAQ:XMTR) investors has not been profitable (Simply Wall St.) +12.48%
Jul-10-23 08:14AM	Xometry Further Expands Offerings On Its AI-Powered Marketplace (GlobeNewswire) +6.88%
Jun-29-23 04:52AM	Should You Hold Xometry (XMTR)? (Insider Monkey)
Jun-20-23 08:02AM	80% Of CEOs To Deploy AI Within Two Years, According To Latest American Manufacturing Resurgence Poll By Xometry In Partnership With Forbes and Zogby Strategies (GlobeNewswire)
May-19-23 02:43PM	Goldman Sachs Says Small-Cap Stocks Are Attractively Valued at Current Levels; Here Are 2 Names the Banking Giant Likes (TipRanks)
May-18-23 08:28AM	Xometry to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-10-23 02:28PM	Why Xometry Stock Skyrocketed Today (Motley Fool) +39.91%
08:35AM	Xometry (XMTR) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:32AM	Xometry: Q1 Earnings Snapshot (AP Finance)
07:02AM	Xometry Reports First Quarter 2023 Results (GlobeNewswire)

Xometry, Inc. engages in the provision of manufacturing solutions. The firm operates through the U.S. and Revenues segments. Its proprietary software platform enables product designers and engineers to instantly access the capacity of a nationwide network of manufacturing facilities. The company was founded by Laurence Zuriff and Randolph Altschuler in 2013 and is headquartered in North Bethesda, MD.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Goguen Peter	Chief Operating Officer	Jul 03 '24	Sale	11.76	940	11,052	194,345	Jul 03 01:55 PM
Leibel Matthew	Chief Technology Officer	Jul 01 '24	Option Exercise	3.65	11,502	41,982	86,678	Jul 03 01:54 PM
Leibel Matthew	Chief Technology Officer	Jul 03 '24	Sale	11.76	360	4,232	86,318	Jul 03 01:54 PM
Goguen Peter	Chief Operating Officer	Jun 20 '24	Sale	12.55	986	12,370	195,285	Jun 21 04:11 PM
Dutt Subir	Chief Sales Officer	May 30 '24	Buy	15.55	10,000	155,500	46,864	May 31 04:11 PM
Dutt Subir	Chief Sales Officer	May 31 '24	Buy	15.27	10,000	152,693	5,000	May 31 04:11 PM
Leibel Matthew	Chief Technology Officer	Apr 04 '24	Sale	18.12	360	6,523	75,176	Apr 05 04:35 PM
Goguen Peter	Chief Operating Officer	Apr 04 '24	Sale	18.13	940	17,040	196,271	Apr 05 04:32 PM
Goguen Peter	Chief Operating Officer	Mar 20 '24	Sale	17.61	3,943	69,425	197,211	Mar 20 04:59 PM
Weymouth Katharine	Director	Mar 04 '24	Buy	16.86	500	8,428	22,555	Mar 05 04:39 PM
Rallo James M	Chief Financial Officer	Feb 20 '24	Option Exercise	3.65	5,000	18,250	49,381	Feb 21 05:10 PM
Rallo James M	Chief Financial Officer	Feb 20 '24	Sale	30.85	5,000	154,270	44,381	Feb 21 05:10 PM
Rollins Emily	Director	Jan 26 '24	Option Exercise	12.32	1,000	12,320	11,770	Jan 29 05:31 PM
Rollins Emily	Director	Jan 26 '24	Sale	32.39	1,000	32,394	10,770	Jan 29 05:31 PM
Rallo James M	Chief Financial Officer	Jan 22 '24	Option Exercise	3.65	5,000	18,250	49,381	Jan 23 04:43 PM
Rallo James M	Chief Financial Officer	Jan 22 '24	Sale	33.02	5,000	165,110	44,381	Jan 23 04:43 PM
CRONIN BILL	Chief Revenue Officer	Jan 03 '24	Sale	35.52	2,279	80,943	141,460	Jan 05 04:12 PM
Rallo James M	Chief Financial Officer	Jan 03 '24	Sale	33.76	4,404	148,671	44,381	Jan 05 04:12 PM
Leibel Matthew	Chief Technology Officer	Jan 03 '24	Sale	33.78	361	12,193	50,916	Jan 05 04:11 PM
Rollins Emily	Director	Dec 29 '23	Option Exercise	12.32	1,000	12,320	11,770	Jan 02 04:52 PM
Rollins Emily	Director	Dec 29 '23	Sale	36.83	1,000	36,834	10,770	Jan 02 04:52 PM
Leibel Matthew	Chief Technology Officer	Dec 20 '23	Option Exercise	3.65	3,311	12,085	51,277	Dec 21 04:27 PM
Rallo James M	Chief Financial Officer	Dec 20 '23	Option Exercise	3.65	5,000	18,250	53,785	Dec 21 04:19 PM
Rallo James M	Chief Financial Officer	Dec 20 '23	Sale	32.30	5,000	161,507	48,785	Dec 21 04:19 PM
Rollins Emily	Director	Dec 01 '23	Option Exercise	12.32	1,000	12,320	11,770	Dec 05 04:07 PM
Rollins Emily	Director	Dec 01 '23	Sale	25.04	1,000	25,038	10,770	Dec 05 04:07 PM
Rallo James M	Chief Financial Officer	Nov 30 '23	Option Exercise	3.65	5,000	18,250	53,785	Dec 01 04:18 PM
Rallo James M	Chief Financial Officer	Nov 30 '23	Sale	23.65	5,000	118,250	48,785	Dec 01 04:18 PM
Goguen Peter	Chief Operating Officer	Nov 30 '23	Sale	24.38	14,333	349,484	174,482	Dec 01 04:16 PM
Leibel Matthew	Chief Technology Officer	Nov 16 '23	Sale	17.53	24,116	422,855	47,966	Nov 20 04:26 PM
Goguen Peter	Chief Operating Officer	Oct 24 '23	Sale	16.04	298	4,779	188,815	Oct 26 07:41 PM
CRONIN BILL	Chief Revenue Officer	Oct 03 '23	Sale	16.54	350	5,787	143,739	Oct 04 04:33 PM
Leibel Matthew	Chief Technology Officer	Oct 03 '23	Sale	16.54	360	5,954	72,082	Oct 04 04:33 PM
Goguen Peter	Chief Operating Officer	Sep 14 '23	Sale	18.47	4,250	78,509	189,113	Sep 15 04:22 PM

Open in Screener

LYFT

Lyft Inc

Sep 06 • 04:00PM ET

11.06

Dollar change -0.19
Percentage change -1.69	%

Technology • Software - Application • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VB VBR VXF SCHA IWP IWR SCHM IWF FMDE

Index	-	P/E	-	EPS (ttm)	-0.16	Insider Own	15.00%	Shs Outstand	391.24M	Perf Week	-4.24%
Market Cap	4.46B	Forward P/E	11.91	EPS next Y	0.93	Insider Trans	-0.49%	Shs Float	342.95M	Perf Month	21.81%
Income	-64.93M	PEG	-	EPS next Q	0.19	Inst Own	79.26%	Short Float	14.89%	Perf Quarter	-29.51%
Sales	5.10B	P/S	0.88	EPS this Y	12.30%	Inst Trans	4.61%	Short Ratio	3.31	Perf Half Y	-38.73%
Book/sh	1.41	P/B	7.85	EPS next Y	26.51%	ROA	-1.38%	Short Interest	51.05M	Perf Year	0.82%
Cash/sh	4.47	P/C	2.48	EPS next 5Y	18.00%	ROE	-13.46%	52W Range	8.85 - 20.82	Perf YTD	-26.22%
Dividend Est.	-	P/FCF	12.11	EPS past 5Y	22.39%	ROI	-4.87%	52W High	-46.88%	Beta	2.04
Dividend TTM	-	Quick Ratio	0.74	Sales past 5Y	20.78%	Gross Margin	33.48%	52W Low	24.97%	ATR (14)	0.56
Dividend Ex-Date	-	Current Ratio	0.74	EPS Y/Y TTM	95.44%	Oper. Margin	-2.46%	RSI (14)	44.10	Volatility	5.00% 4.82%
Employees	2945	Debt/Eq	2.18	Sales Y/Y TTM	19.88%	Profit Margin	-1.27%	Recom	2.36	Target Price	14.51
Option/Short	Yes / Yes	LT Debt/Eq	1.31	EPS Q/Q	104.08%	Payout	-	Rel Volume	0.60	Prev Close	11.25
Sales Surprise	3.56%	EPS Surprise	37.67%	Sales Q/Q	40.64%	Earnings	Aug 07 BMO	Avg Volume	15.42M	Price	11.06
SMA20	-0.11%	SMA50	-7.48%	SMA200	-23.71%	Trades		Volume	9,257,065	Change	-1.69%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-05-24	Initiated	Cantor Fitzgerald	Neutral	$13
Aug-23-24	Upgrade	Nomura	Reduce → Neutral
Jul-22-24	Initiated	Melius	Hold	$15
Jul-16-24	Initiated	Wolfe Research	Peer Perform
Jun-07-24	Upgrade	Loop Capital	Hold → Buy	$20
Jun-07-24	Upgrade	Gordon Haskett	Hold → Buy	$17 → $20
Jun-07-24	Upgrade	Fox Advisors	Equal Weight → Overweight
Jun-07-24	Upgrade	BofA Securities	Underperform → Buy	$15 → $20
Mar-05-24	Upgrade	Argus	Hold → Buy
Mar-04-24	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$17 → $23
Feb-14-24	Upgrade	MoffettNathanson	Sell → Neutral
Jan-11-24	Downgrade	Goldman	Buy → Neutral	$12 → $15
Jan-09-24	Initiated	BMO Capital Markets	Market Perform	$15
Dec-29-23	Downgrade	Nomura	Neutral → Reduce	$11.70 → $13
Oct-31-23	Downgrade	MoffettNathanson	Market Perform → Sell	$7
Jul-19-23	Reiterated	TD Cowen	Market Perform	$9 → $11
Jun-08-23	Initiated	Wells Fargo	Equal Weight	$9
Jun-06-23	Initiated	Wedbush	Neutral	$10
Feb-14-23	Downgrade	BTIG Research	Buy → Neutral
Feb-14-23	Downgrade	Argus	Buy → Hold

Show Previous Ratings

Today 03:00AM	Where Will Lyft Stock Be in 5 Years? (Motley Fool)
Sep-06-24 11:31AM	Why Is Lyft (LYFT) Up 11.7% Since Last Earnings Report? (Zacks)
Sep-05-24 09:45AM	If You'd Invested $1,000 in Lyft Stock 3 Years Ago, Here's How Much You'd Have Today (Motley Fool)
Sep-04-24 04:06PM	Lyft to trim workforce, restructure bike & scooter business (Yahoo Finance Video)
12:06PM	Lyft to Lay Off Employees to Cut Down Bikes, Scooters Division (The Wall Street Journal)
10:48AM	Loading…
10:48AM	Lyft will limit the cost of ridesfor a price (Fortune)
10:06AM	Lyft to Restructure Bike and Scooter Rental Program, Cut Some Jobs (Investopedia)
07:46AM	Lyft to pull the plug on dockless bikes, scooter operations in restructuring drive (Reuters)
Aug-31-24 08:30AM	Bilt is focused on creating a 'neighborhood ecosystem': CEO (Yahoo Finance Video)
Aug-30-24 09:50AM	Why Lyft (LYFT) is a Top Momentum Stock for the Long-Term (Zacks)
01:26AM	Insider Sale: Director Logan Green Sells 10,323 Shares of Lyft Inc (LYFT) (GuruFocus.com)
Aug-29-24 03:49AM	Q2 Earnings Highs And Lows: Angi (NASDAQ:ANGI) Vs The Rest Of The Gig Economy Stocks (StockStory)
Aug-28-24 03:42AM	Q2 Gig Economy Earnings: DoorDash (NYSE:DASH) Earns Top Marks (StockStory)
Aug-27-24 04:05PM	Lyft CEO & CFO to Participate in Fireside Chat Hosted by Goldman Sachs (Business Wire)
03:09PM	Lyft follows in Ubers footsteps with a rider verification program (TechCrunch)
09:26AM	Loading…
09:26AM	Is Lyft Going to $13? 1 Wall Street Analyst Firm Thinks So. (Motley Fool)
07:00AM	Lyft and Payfare Announce Launch of New Features for the Lyft Direct Debit Card and Banking App (PR Newswire)
04:31AM	Gig Economy Stocks Q2 Teardown: Upwork (NASDAQ:UPWK) Vs The Rest (StockStory)
Aug-26-24 05:42AM	Billionaires Are Selling Nvidia and Buying Up These Stocks Instead (Motley Fool)
Aug-24-24 06:45AM	This Growth Stock Is Down 83%, but Billionaire Investors Are Scooping It Up. Is It a Buy? (Motley Fool)
Aug-23-24 09:36AM	Lyft upgraded, Baidu downgraded: Wall Street's top analyst calls (The Fly)
Aug-22-24 08:00AM	Wonderful Pistachios promotes on-the-go snacking with Uber, Lyft car wraps (Marketing Dive)
Aug-21-24 01:35AM	Sharing Economy: Macroeconomic trends (Retail Banker International)
Aug-15-24 11:47AM	Lyft (LYFT) Stock Trades Up, Here Is Why (StockStory) +7.24%
04:15AM	Unpacking Q2 Earnings: Fiverr (NYSE:FVRR) In The Context Of Other Gig Economy Stocks (StockStory)
Aug-13-24 07:22PM	Insider Buying: CEO John Risher Acquires Shares of Lyft Inc (LYFT) (GuruFocus.com)
Aug-12-24 01:09PM	3 Beaten-Down Growth Stocks to Scoop Up on the Dip (InvestorPlace)
Aug-11-24 09:00AM	Autonomous vehicles to be 'huge tailwind' for rideshares: Lyft CEO (Yahoo Finance Video)
Aug-10-24 02:30AM	Lyfts CEOand Sometimes DriverDavid Risher Says the Companys On Track (Barrons.com)
Aug-09-24 06:52AM	Lyfts CEO is on a quest to change the feature customers hate most (Fortune)
08:03PM	Loading…
Aug-08-24 08:03PM	Lyft CEO plans to 'whoop ass' on huge customer pain point (TheStreet) +10.90%
08:03PM	Analysts rethink Lyft stock price targets after earnings (TheStreet)
Aug-07-24 06:05PM	This rideshare app is the most popular among younger users (Yahoo Finance Video) -17.23%
05:58PM	Assessing volatility, Lyft CEO, Disney: Market Domination (Yahoo Finance Video)
05:49PM	Why Lyft Stock Plunged Today (Motley Fool)
04:48PM	Lyft is building long-term investor trust: CEO (Yahoo Finance Video)
04:25PM	Lyft Stock Slides Despite Surprise Profit As Bookings Miss Estimates (Investor's Business Daily)
03:48PM	Lyft Shares Dive After Company Swings to a Profit but Disappoints Investors (The Wall Street Journal)
01:22PM	Lyft (LYFT) Stock Trades Down, Here Is Why (StockStory)
01:04PM	Market open, Disney CFO talks earnings: Morning Brief (Yahoo Finance Video)
12:48PM	Stocks to Watch Wednesday: Disney, Upstart, CVS, Reddit (The Wall Street Journal)
12:46PM	Lyft shares suffer biggest fall in more than a year, even as it reports first quarterly profit (Associated Press Finance)
12:45PM	Lyft CEO on keeping prices low (CNBC TV)
12:44PM	Midday stock movers: Super Micro tumbles; Apple up; Tesla, Rivian down (TheStreet)
12:32PM	Midday movers: Super Micro Computer, Airbnb and Lyft fall; Shopify rises (Investing.com)
12:00PM	Lyft (LYFT) Q2 2024 Earnings Call Transcript (Motley Fool)
10:55AM	Lyft Stock Tanks As Weak Bookings Guidance Offsets First Quarterly Profit (Investopedia)
10:36AM	Lyft posts Q2 earnings beat, stock falls on weak Q3 guidance (Yahoo Finance Video)
10:31AM	Analyst Report: Lyft, Inc. (Morningstar Research)
09:49AM	Lyft Stock Tumbles as Forecast Misses Estimates (Barrons.com)
09:35AM	Lyft Shares Tank After Bookings and Outlook Miss Estimates (Bloomberg)
09:32AM	Lyft Q2 Earnings: Active Riders Increase 10%, Gross Bookings Surge 17%, Introduces Price Lock Feature (Benzinga)
07:33AM	Lyft Stock Tumbles On Gross Bookings, Guidance Despite GAAP Profit (Investor's Business Daily)
07:27AM	Lyft CEO David Risher on Q2 results (CNBC TV)
07:15AM	Lyft (LYFT) Q2 Earnings and Revenues Beat Estimates (Zacks)
06:10AM	Lyft: Q2 Earnings Snapshot (Associated Press Finance)
06:08AM	Lyft (NASDAQ:LYFT) Surprises With Q2 Sales (StockStory)
06:01AM	Lyft forecasts soft quarter after delivering net profit in Q2 (Reuters)
06:00AM	Lyft Announces Q2 2024 Results, Including First-Ever Quarter of GAAP Profitability (Business Wire)
Aug-06-24 05:49PM	Disney, Warner Bros. Discovery, Lyft earnings: What to Watch (Yahoo Finance Video)
12:34PM	Uber (UBER) Shares Skyrocket, What You Need To Know (StockStory)
06:58AM	Uber's second-quarter results beat on ride-sharing demand (Reuters)
03:07AM	Lyft (LYFT) Reports Earnings Tomorrow: What To Expect (StockStory)
Aug-05-24 07:53PM	Uber (UBER) & Lyft (LYFT) Earnings: Can Shares Accelerate? (Zacks)
04:28PM	Uber Earnings On Deck Amid Consumer Spending Concerns, Autonomous-Vehicle Debate (Investor's Business Daily)
Aug-01-24 06:45PM	Analyst Report: Lyft, Inc. (Morningstar Research) -5.23%
Jul-31-24 07:00AM	What You Need to Know Ahead of Uber's Earnings Tuesday (Investopedia)
Jul-30-24 06:15PM	Lyft (LYFT) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Jul-26-24 11:43AM	Uber And Lyft Score Gig Work Court Win. But Their Stocks Are Little Helped. (Investor's Business Daily)
09:30AM	Drivers at Uber, Lyft, and others are not employees, California's top court rules (Quartz)
04:04AM	Q1 Gig Economy Earnings Review: First Prize Goes to Lyft (NASDAQ:LYFT) (StockStory)
Jul-25-24 08:20PM	Uber and Lyft drivers remain independent contractors in California Supreme Court ruling (Associated Press Finance)
06:35PM	California top court upholds ballot measure treating Uber, Lyft drivers as independent contractors (CNN Business)
03:38PM	California Supreme Court upholds AB5 exemption for gig workers (FreightWaves)
03:25PM	Top California Court Upholds Proposition Allowing Uber And Lyft To Treat Drivers As Contractors (Investor's Business Daily)
03:00PM	Lyft and Everlance Partner to Provide Tax Savings to Drivers (PR Newswire)
02:58PM	Uber, Lyft and Others Win California Ruling to Treat Drivers as Contractors (The Wall Street Journal)
02:57PM	Uber, Lyft, DoorDash Prevail in California Gig-Worker Ruling (Bloomberg)
01:54PM	California Supreme Court upholds Prop. 22, ending legal saga over status of gig drivers (LA Times)
01:23PM	Uber and Lyft Win California Ruling to Treat Drivers as Contractors (The Wall Street Journal)
07:00AM	Lyft and Payfare Announce Long Term Extension of Lyft Direct Program (PR Newswire)
Jul-24-24 06:15PM	Lyft (LYFT) Stock Moves -1.67%: What You Should Know (Zacks)
11:36AM	Lyft officials settle lawsuit over sexual assaults by drivers (Reuters)
Jul-22-24 02:36PM	Tesla Robotaxi Push Brings 'Cloud Of Uncertainty' For Uber And Lyft, Analyst Says (Investor's Business Daily)
03:19AM	Spotting Winners: DoorDash (NYSE:DASH) And Gig Economy Stocks In Q1 (StockStory)
Jul-18-24 04:05PM	Lyft To Announce Second Quarter 2024 Financial Results (Business Wire)
Jul-15-24 06:15PM	Lyft (LYFT) Stock Sinks As Market Gains: What You Should Know (Zacks)
02:06PM	A woman made her own black market by renting out Uber and Lyft accounts (Quartz)
Jul-12-24 03:39AM	Heard on the Street Thursday Recap: Big Tech's Footprint (The Wall Street Journal)
Jul-11-24 02:30PM	Uber, Lyft Jump After Report Of Tesla's Robotaxi Delay (Investor's Business Daily)
06:45AM	3 High-Dividend Stocks to Buy if You Are Seeking Consistent Payouts (InvestorPlace)
Jul-10-24 12:25AM	Massachusetts ballot question would give Uber and Lyft drivers right to form a union (Associated Press Finance)
Jun-28-24 04:14PM	Uber and Lyft Agree to Raise Driver Pay in Massachusetts (Investopedia) +5.30%
03:55PM	Uber, Lyft stocks rise after resolving Massachusetts settlement (Yahoo Finance Video)
10:06AM	Uber, Lyft Reach Deal With Massachusetts on Driver Benefits (Bloomberg)
05:30AM	Are Uber and Lyft Still Top Stocks to Buy in 2024 Following the Minnesota Wage Issue? (Motley Fool)
Jun-27-24 07:23PM	Uber and Lyft agree to pay drivers $32.50 per hour in Massachusetts settlement (Associated Press Finance)
06:09PM	Uber, Lyft Agree to Minimum Wage, Other Benefits for Drivers in Massachusetts (The Wall Street Journal)
Jun-26-24 04:54AM	2 Monster Growth Stocks to Buy Right Now and Hold for Years (Motley Fool)
Jun-24-24 01:17PM	Uber Is Locking Out NYC Drivers Mid-Shift to Lower Minimum Pay (Bloomberg)

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Green Logan	Director	Aug 27 '24	Sale	11.62	10,323	119,960	330,790	Aug 29 06:22 PM
Llewellyn Lindsay Catherine	CHIEF LEGAL OFFICER, SECRETARY	Aug 27 '24	Sale	11.76	8,486	99,795	764,332	Aug 29 06:16 PM
Kristin Sverchek	President	Aug 29 '24	Proposed Sale	11.64	11,033	128,424		Aug 29 04:04 PM
Kristin Sverchek	President	Aug 29 '24	Proposed Sale	11.64	9,000	104,760		Aug 29 04:03 PM
Llewellyn Lindsay Catherine	Officer	Aug 27 '24	Proposed Sale	11.76	8,486	99,796		Aug 27 05:37 PM
LOGAN GREEN	Director	Aug 27 '24	Proposed Sale	11.78	10,323	121,605		Aug 27 04:30 PM
Zimmer John Patrick	Director	Aug 20 '24	Sale	11.40	7,188	81,944	932,062	Aug 22 08:01 PM
Green Logan	Director	Aug 20 '24	Sale	11.40	6,045	68,910	341,113	Aug 22 07:57 PM
Green Logan	Director	Aug 20 '24	Proposed Sale	11.40	6,045	68,910		Aug 20 05:13 PM
Zimmer John Patrick	Director	Aug 20 '24	Proposed Sale	11.40	7,188	81,944		Aug 20 05:13 PM
Risher John David	Chief Executive Officer	Aug 09 '24	Buy	9.67	51,815	501,025	12,099,006	Aug 13 04:07 PM
Sverchek Kristin	PRESIDENT	Jun 28 '24	Sale	14.01	3,500	49,026	50,778	Jul 02 08:21 PM
Sverchek Kristin	PRESIDENT	Jul 01 '24	Sale	13.81	3,000	41,443	47,778	Jul 02 08:21 PM
Sverchek Kristin	PRESIDENT	Jun 03 '24	Sale	15.77	6,500	102,485	54,278	Jun 05 07:27 PM
Zimmer John Patrick	Director	May 29 '24	Sale	15.74	3,327	52,377	921,294	May 31 05:05 PM
Green Logan	Director	May 29 '24	Sale	15.75	10,475	164,972	329,202	May 31 05:04 PM
BLACKWOOD-KAPRAL LISA	CHIEF ACCOUNTING OFFICER	May 28 '24	Sale	15.67	9,083	142,315	351,853	May 30 06:10 PM
Zimmer John Patrick	Director	May 20 '24	Sale	16.54	7,923	131,060	924,621	May 22 09:38 PM
Green Logan	Director	May 20 '24	Sale	16.54	6,664	110,204	339,677	May 22 09:35 PM
Sverchek Kristin	PRESIDENT	May 01 '24	Sale	15.54	6,500	100,996	64,278	May 03 08:21 PM
Sverchek Kristin	PRESIDENT	May 03 '24	Sale	17.50	3,500	61,253	60,778	May 03 08:21 PM
Sverchek Kristin	PRESIDENT	Apr 01 '24	Sale	19.28	10,200	196,661	70,778	Apr 03 04:21 PM
Zimmer John Patrick	Director	Mar 21 '24	Sale	20.04	193,200	3,872,404	932,544	Mar 25 06:54 PM
Zimmer John Patrick	Director	Mar 21 '24	Sale	20.04	36,000	721,566	0	Mar 25 06:54 PM
Sverchek Kristin	PRESIDENT	Mar 21 '24	Sale	20.00	16,000	320,003	80,978	Mar 25 06:50 PM
Sverchek Kristin	PRESIDENT	Mar 01 '24	Sale	16.30	6,500	105,977	100,478	Mar 05 07:48 PM
Sverchek Kristin	PRESIDENT	Mar 04 '24	Sale	17.51	3,500	61,291	96,978	Mar 05 07:48 PM
Zimmer John Patrick	Director	Feb 29 '24	Sale	15.69	3,327	52,200	1,125,744	Mar 04 09:12 PM
Green Logan	Director	Feb 29 '24	Sale	15.69	11,867	186,194	346,341	Mar 04 09:10 PM
BLACKWOOD-KAPRAL LISA	CHIEF ACCOUNTING OFFICER	Feb 26 '24	Sale	16.06	18,065	290,053	255,817	Feb 28 07:02 PM
Zimmer John Patrick	Director	Feb 20 '24	Sale	17.51	15,724	275,278	1,204,071	Feb 22 09:21 PM
Green Logan	Director	Feb 20 '24	Sale	17.49	13,764	240,697	433,208	Feb 22 09:17 PM
Sverchek Kristin	PRESIDENT	Feb 14 '24	Sale	15.02	5,670	85,175	633,950	Feb 16 08:45 PM
Sverchek Kristin	PRESIDENT	Feb 15 '24	Sale	17.50	3,500	61,263	106,978	Feb 16 08:45 PM
Sverchek Kristin	PRESIDENT	Feb 14 '24	Sale	15.02	3,500	52,552	110,478	Feb 16 08:45 PM
Sverchek Kristin	PRESIDENT	Feb 01 '24	Sale	12.65	3,000	37,960	113,978	Feb 05 06:13 PM
Sverchek Kristin	President	Jan 02 '24	Sale	14.16	5,669	80,294	639,620	Jan 04 07:36 PM
BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	Dec 26 '23	Sale	15.26	18,581	283,457	282,999	Dec 28 04:21 PM
Zimmer John Patrick	Director	Dec 14 '23	Sale	15.04	193,200	2,906,636	1,219,795	Dec 18 08:21 PM
Zimmer John Patrick	Director	Dec 14 '23	Sale	15.04	36,000	541,609	0	Dec 18 08:21 PM
Sverchek Kristin	President	Dec 14 '23	Sale	15.00	5,669	85,036	645,289	Dec 18 07:29 PM
Sverchek Kristin	President	Dec 01 '23	Sale	12.50	5,669	70,872	650,958	Dec 05 08:12 PM
Brewer Erin	Chief Financial Officer	Dec 01 '23	Sale	12.70	22,354	283,834	1,906,812	Dec 05 08:08 PM
BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	Dec 01 '23	Sale	12.40	18,575	230,289	301,580	Dec 05 08:07 PM
Zimmer John Patrick	Director	Nov 29 '23	Sale	11.75	3,327	39,079	1,412,995	Dec 01 04:12 PM
Green Logan	Director	Nov 29 '23	Sale	11.76	10,132	119,128	446,972	Dec 01 04:12 PM
Zimmer John Patrick	Director	Nov 20 '23	Sale	10.33	18,255	188,529	1,416,322	Nov 21 06:08 PM
Green Logan	Director	Nov 20 '23	Sale	10.33	15,866	163,893	457,104	Nov 21 06:04 PM
Zimmer John Patrick	Director	Sep 15 '23	Sale	11.29	14,952	168,742	1,422,952	Sep 19 05:41 PM

Open in Screener

PAYS

PaySign Inc

Sep 06 • 04:00PM ET

4.17

Dollar change -0.24
Percentage change -5.44	%

Technology • Software - Infrastructure • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IWO VTWO IWC VTWG IWV DFAS RSSL

Index	RUT	P/E	29.10	EPS (ttm)	0.14	Insider Own	38.98%	Shs Outstand	52.75M	Perf Week	-11.65%
Market Cap	221.59M	Forward P/E	50.04	EPS next Y	0.08	Insider Trans	3.04%	Shs Float	32.43M	Perf Month	-5.87%
Income	7.73M	PEG	-	EPS next Q	0.01	Inst Own	29.54%	Short Float	1.34%	Perf Quarter	-1.65%
Sales	53.61M	P/S	4.13	EPS this Y	-61.11%	Inst Trans	7.18%	Short Ratio	2.40	Perf Half Y	36.72%
Book/sh	0.51	P/B	8.24	EPS next Y	78.57%	ROA	5.31%	Short Interest	0.43M	Perf Year	95.32%
Cash/sh	2.51	P/C	1.66	EPS next 5Y	-	ROE	35.65%	52W Range	1.67 - 5.59	Perf YTD	48.93%
Dividend Est.	-	P/FCF	4.64	EPS past 5Y	19.26%	ROI	26.14%	52W High	-25.40%	Beta	0.98
Dividend TTM	-	Quick Ratio	1.07	Sales past 5Y	18.62%	Gross Margin	42.99%	52W Low	149.64%	ATR (14)	0.21
Dividend Ex-Date	-	Current Ratio	1.07	EPS Y/Y TTM	488.75%	Oper. Margin	2.03%	RSI (14)	34.14	Volatility	3.77% 3.89%
Employees	123	Debt/Eq	0.12	Sales Y/Y TTM	26.45%	Profit Margin	14.42%	Recom	1.00	Target Price	6.81
Option/Short	Yes / Yes	LT Debt/Eq	0.10	EPS Q/Q	725.00%	Payout	0.00%	Rel Volume	0.73	Prev Close	4.41
Sales Surprise	2.37%	EPS Surprise	0.00%	Sales Q/Q	29.80%	Earnings	Jul 31 AMC	Avg Volume	180.92K	Price	4.17
SMA20	-10.88%	SMA50	-9.94%	SMA200	10.91%	Trades		Volume	132,502	Change	-5.44%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-30-22	Initiated	Barrington Research	Mkt Perform	$4
Mar-24-22	Downgrade	Ladenburg Thalmann	Buy → Neutral
Aug-19-21	Upgrade	DA Davidson	Neutral → Buy
Aug-12-21	Upgrade	Ladenburg Thalmann	Neutral → Buy	$3.50 → $3.75
May-12-21	Upgrade	Ladenburg Thalmann	Sell → Neutral	$3.50
Dec-23-20	Downgrade	Canaccord Genuity	Buy → Hold	$5
Nov-18-20	Downgrade	Ladenburg Thalmann	Neutral → Sell	$8.75 → $3.30
Nov-18-20	Downgrade	DA Davidson	Buy → Neutral	$9 → $6
Aug-17-20	Downgrade	Ladenburg Thalmann	Buy → Neutral	$12 → $8.75
Apr-07-20	Reiterated	Maxim Group	Buy	$14 → $10
Nov-15-19	Initiated	DA Davidson	Buy
Aug-06-19	Upgrade	BTIG Research	Sell → Neutral
Jul-22-19	Downgrade	BTIG Research	Neutral → Sell	$12
Jul-02-19	Initiated	Canaccord Genuity	Buy	$17
Jun-17-19	Downgrade	BTIG Research	Buy → Neutral
May-16-19	Initiated	Ladenburg Thalmann	Buy	$12

Show Previous Ratings

Aug-08-24 04:15PM	Paysign, Inc. to Participate in the August 2024 Sidoti Micro-Cap Virtual Conference (Business Wire)
Aug-07-24 04:15PM	Paysign, Inc. to Present at the Oppenheimer Technology, Internet & Communications Conference (Business Wire)
Jul-31-24 09:55PM	PAYS Stock Earnings: PaySign Misses EPS, Beats Revenue for Q2 2024 (InvestorPlace) -8.63%
04:02PM	Paysign, Inc. Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-11-24 03:24PM	7 Growth Stocks to Buy for Under $5 for Massive Gains (InvestorPlace) +5.61%
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Jul-09-24 04:30PM	Paysign to Host Second Quarter 2024 Earnings Call (Business Wire)
Jul-08-24 06:30AM	The 3 Best Stocks Under $20 for Small Account Growth (InvestorPlace)
Jul-07-24 01:50PM	3 Obscure Stocks That Could Make You a Millionaire (InvestorPlace)
Jul-05-24 10:00AM	3 Under-$10 Stocks With the Potential to Make You a Millionaire (InvestorPlace)
Jun-20-24 04:30PM	Paysign, Inc. to Participate in the 2024 Maxim Fintech Virtual Symposium, June 25 (Business Wire)
Jun-18-24 04:30PM	Paysign, Inc. to Participate in the 2024 iAccess Alpha Buyside Best Ideas Summer Conference (Business Wire)
Jun-11-24 10:50AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
Jun-06-24 04:30PM	Paysign, Inc. to Participate in the June 2024 Sidoti Small-Cap Virtual Investor Conference (Business Wire)
May-07-24 10:54PM	PAYS Stock Earnings: PaySign Beats Revenue for Q1 2024 (InvestorPlace)
06:30PM	PaySign Inc (PAYS) Surpasses Analyst Revenue Forecasts with Strong Q1 2024 Performance (GuruFocus.com)
04:10PM	Loading…
04:10PM	Paysign, Inc. Reports First Quarter 2024 Financial Results (ACCESSWIRE)
Apr-09-24 04:30PM	Paysign to Host First Quarter 2024 Earnings Call (Business Wire)
Mar-27-24 09:38AM	PaySign, Inc. (NASDAQ:PAYS) Q4 2023 Earnings Call Transcript (Insider Monkey) +18.34%
Mar-26-24 09:52PM	PAYS Stock Earnings: PaySign Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
05:32PM	PaySign Inc (PAYS) Posts Strong Full-Year Growth, Beats Analyst Revenue Estimates (GuruFocus.com)
05:15PM	Paysign, Inc. Reports Fourth Quarter and Full-Year 2023 Financial Results (ACCESSWIRE)
Mar-14-24 04:30PM	Paysign, Inc. to Sponsor the 2024 International Plasma Protein Congress April 16-17 (Business Wire) +7.27%
Mar-13-24 04:30PM	Paysign, Inc. Reinforces Payment Processing Acumen With New Executive Hire (Business Wire)
Mar-12-24 04:30PM	Paysign, Inc. to Sponsor the 2024 Gene Therapy for Rare Disorders Conference March 26-29 (Business Wire)
Mar-11-24 04:30PM	Paysign Inc. to Sponsor the 2024 ACCESS USA Conference March 19-21 (Business Wire)
Feb-27-24 04:30PM	Paysign to Host Fourth Quarter and Full Year 2023 Earnings Call (Business Wire) -8.13%
Nov-13-23 08:57AM	PaySign, Inc. (NASDAQ:PAYS) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-07-23 04:00PM	Paysign, Inc. Reports Third Quarter 2023 Financial Results (ACCESSWIRE) +13.53%
Oct-18-23 05:01PM	Paysign to Host Third Quarter 2023 Earnings Call (Business Wire)
Aug-15-23 10:20AM	Sidoti Events, LLCs Virtual August Micro-Cap Conference (ACCESSWIRE)
06:31AM	Loading…
Aug-10-23 06:31AM	Insiders still own 39% of PaySign, Inc. (NASDAQ:PAYS) despite recent sales (Simply Wall St.)
Aug-08-23 04:05PM	Paysign, Inc. Reports Second Quarter 2023 Financial Results (ACCESSWIRE) +7.57%
Aug-01-23 04:30PM	Paysign, Inc. to Participate in the August 2023 Sidoti Micro-Cap Virtual Investor Conference (Business Wire)
Jul-25-23 04:30PM	Paysign, Inc. to Present at the Oppenheimer 26th Annual Technology, Internet and Communications Conference (Business Wire)
Jul-13-23 04:30PM	Paysign to Host Second Quarter 2023 Earnings Call (Business Wire)
Jun-13-23 08:05AM	Paysign Successfully Completes Certification and Establishes Connection with Mastercard (Business Wire)
Jun-08-23 08:05AM	Paysign, Inc. Expects to Join Russell 3000® Index (Business Wire)
Jun-06-23 08:05AM	Paysign and Spentra Announce Integration and Payroll Card Program (Business Wire)
May-17-23 07:29AM	Those who invested in PaySign (NASDAQ:PAYS) a year ago are up 121% (Simply Wall St.)
May-16-23 04:30PM	Paysign, Inc. to Present at the Barrington Research Virtual Spring Investment Conference (Business Wire)
May-10-23 04:05PM	Paysign, Inc. Reports First Quarter 2023 Financial Results (ACCESSWIRE)
Apr-19-23 04:30PM	Paysign, Inc. to Present at the Ladenburg Thalmann Tech Expo 2023 (Business Wire)
Apr-12-23 05:00PM	Paysign to Host First Quarter 2023 Earnings Call (Business Wire)
Mar-21-23 04:14PM	Paysign, Inc. Reports Fourth Quarter and Full-Year 2022 Financial Results (Business Wire)
04:05PM	Paysign, Inc. Announces New $5,000,000 Stock Repurchase Program (Business Wire)
Feb-23-23 05:00PM	Paysign to Host Fourth Quarter and Full-Year 2022 Earnings Call (Business Wire) +5.21%
Dec-15-22 08:10AM	Paysign and EvoShare Announce Partnership (Business Wire) -7.97%
Nov-30-22 04:15PM	Paysign, Inc. to Present at the D.A. Davidson Fintech and Payments Spotlight Conference (Business Wire)
Nov-29-22 04:30PM	Paysign, Inc. to Present at Ladenburg Thalmann Virtual Technology Expo (Business Wire)
Nov-17-22 04:30PM	Paysign, Inc. to Present at The Benchmark Companys Upcoming Discovery One-on-One Investor Conference (Business Wire)
Nov-08-22 04:10PM	Paysign, Inc. Reports Third Quarter 2022 Financial Results (Business Wire) -13.67%
Oct-11-22 05:00PM	Paysign to Host Third Quarter 2022 Earnings Call (Business Wire)
Sep-27-22 08:05AM	Paysign, Inc. Applauds Preliminary Injunction of Plasma Ban (Business Wire)
Sep-08-22 05:05PM	Paysign, Inc. to Participate in the H.C. Wainwright 24th Annual Global Investment Conference (Business Wire)
Aug-16-22 05:05PM	Paysign, Inc. to Participate in the Sidoti Micro-Cap Virtual Investor Conference (Business Wire) +5.90%
03:00PM	Sidoti's August Micro-Cap Virtual Conference (ACCESSWIRE)
Aug-12-22 06:22AM	US$3.75 - That's What Analysts Think PaySign, Inc. (NASDAQ:PAYS) Is Worth After These Results (Simply Wall St.)
Aug-09-22 04:11PM	Paysign, Inc. Reports Second Quarter 2022 Financial Results (Business Wire)
04:05PM	Paysign Announces Changes to the Board of Directors (Business Wire)
Jul-19-22 05:00PM	Paysign to Host Second Quarter 2022 Earnings Call (Business Wire)
Jul-15-22 09:50AM	Are PaySign, Inc. (NASDAQ:PAYS) Investors Paying Above The Intrinsic Value? (Simply Wall St.) +7.19%
Jun-15-22 09:28AM	Even though PaySign (NASDAQ:PAYS) has lost US$16m market cap in last 7 days, shareholders are still up 251% over 5 years (Simply Wall St.)
May-16-22 08:06AM	Is Now An Opportune Moment To Examine PaySign, Inc. (NASDAQ:PAYS)? (Simply Wall St.) -5.63%
Apr-26-22 05:00PM	Paysign to Host First Quarter 2022 Earnings Call (Business Wire)
Apr-07-22 03:59PM	Do Insiders Own Lots Of Shares In PaySign, Inc. (NASDAQ:PAYS)? (Simply Wall St.) -5.53%
Mar-22-22 04:10PM	Paysign, Inc. Reports Fourth Quarter and Full Year 2021 Financial Results (Business Wire) +9.17% -14.40%
Feb-23-22 05:00PM	Paysign to Host Fourth-Quarter and Full-Year 2021 Earnings Call (Business Wire) +6.19%
Nov-09-21 04:10PM	Paysign, Inc. Reports Third-Quarter 2021 Financial Results (Business Wire) -10.95%
Nov-02-21 12:42AM	Penny Stocks to Watch for November 2021 (Investopedia)
Oct-14-21 05:00PM	Paysign to Host Third-Quarter 2021 Earnings Call (Business Wire)
Sep-13-21 03:16PM	PaySign, Inc. Investors Who Have Held PAYS Stock Continuously Since At Least March 2019 Encouraged To Contact Kehoe Law Firm, P.C. (GlobeNewswire) -10.84%
08:01AM	SHAREHOLDER ALERT: Kaskela Law LLC Announces Stockholder Investigation of PaySign, Inc. (PAYS) and Encourages Long-Term Investors to Contact the Firm (ACCESSWIRE)
Sep-09-21 12:00PM	Paysign, Inc. (PAYS) Upgraded to Buy: Here's What You Should Know (Zacks) +24.58%
10:50AM	3 Strong Buy Stocks Flirting With a Bottom (TipRanks)
Aug-10-21 04:10PM	Paysign, Inc. Reports Second-Quarter 2021 Financial Results (Business Wire)
Aug-07-21 08:00AM	Kaskela Law LLC Announces Investigation of PaySign, Inc. (PAYS) and Encourages Long-Term Stockholders to Contact the Firm (Newsfile)
Aug-05-21 08:05AM	Paysign Focuses on Product and Technology Evolution With Additions to Its Leadership Team (Business Wire)
Jul-20-21 05:00PM	Paysign to Host Second-Quarter 2021 Earnings Call (Business Wire) +5.02%
Jun-10-21 08:05AM	Paysign Named a Winner of the Nevada Top Workplaces 2021 Award by the Review-Journal and Business Press (Business Wire)
May-11-21 04:10PM	Paysign, Inc. Reports First-Quarter 2021 Financial Results (Business Wire) -13.64%
03:15PM	PaySign, Inc. to Host Earnings Call (ACCESSWIRE)
May-04-21 06:23PM	Paysign to Host First-Quarter 2021 Earnings Call (Business Wire)
Apr-30-21 04:55PM	Penny Stocks to Buy Using Technical Analysis for May 2021 (Investopedia)
Mar-31-21 08:05AM	Paysign Announces Launch of New Digital Banking Referral Program (Business Wire) +5.81%
Mar-25-21 04:10PM	Paysign, Inc. Reports Fourth-Quarter and Full-Year 2020 Financial Results (Business Wire) +7.86%
03:15PM	PaySign, Inc. to Host Earnings Call (ACCESSWIRE)
Mar-19-21 04:28PM	Paysign to Host Fourth Quarter and Full-Year 2020 Earnings Call (Business Wire)
Feb-24-21 05:00PM	Paysign Announces Executive Leadership Changes (Business Wire)
Jan-20-21 12:25PM	Paysign (PAYS) Will Recover Together with the Economy as A Whole Says Wasatch Advisors (Insider Monkey)
Dec-25-20 07:55AM	Want to Buy Paysign (PAYS) Stock? Heres What You Need to Know (Insider Monkey)
Dec-15-20 07:15AM	NOTICE For Investors In NASDAQ: PAYS Shareholder Notice: Update in Lawsuit against PaySign, Inc. announced by Shareholders Foundation (Newsfile)
Dec-10-20 08:00AM	Paysign and ImmunoTek Collaborate in Support of COVID-19 Convalescent Plasma Collection (Business Wire)
Nov-30-20 09:15PM	Paysign, Inc. (PAYS): Hedge Funds In Wait-and-See Mode (Insider Monkey)
Nov-17-20 04:14PM	Paysign, Inc. Reports Third Quarter 2020 Financial Results (Business Wire) +6.97% -31.60%
03:15PM	PaySign, Inc. to Host Earnings Call (ACCESSWIRE)
Nov-12-20 08:22PM	Paysign to Host Third Quarter Earnings Call (Business Wire)
Nov-02-20 07:10AM	Update in Lawsuit for Investors in PaySign, Inc. (NASDAQ: PAYS) shares announced by Shareholders Foundation (GlobeNewswire)
Sep-22-20 10:10AM	NASDAQ: PAYS Investor Notice: Update in Lawsuit against PaySign, Inc. shares announced by Shareholders Foundation (ACCESSWIRE)
Sep-21-20 06:00PM	Bragar Eagel & Squire is Investigating Certain Officers and Directors of Enphase Energy, Maxar Technologies, PaySign, and ProAssurance and Encourages Investors to Contact the Firm (GlobeNewswire)
Aug-13-20 04:01PM	Paysign, Inc. Reports Second Quarter 2020 Financial Results (Business Wire) -22.20%

PaySign, Inc. engages in the provision of prepaid card programs and processing services for corporate, consumer and government applications. It specializes in corporate incentive products, payroll cards, general purpose re-loadable cards, and travel cards. It markets its prepaid solutions through its PaySign brand. The company was founded by Mark R. Newcomer and Daniel H. Spencer on August 24, 1995 and is headquartered in Henderson, NV.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Strobo Robert	Chief Legal Officer	Aug 05 '24	Sale	4.54	29,690	134,813	209,811	Aug 06 09:16 PM
Newcomer Mark	CEO	Aug 05 '24	Sale	4.54	69,593	316,001	9,548,886	Aug 06 09:16 PM
Lanford Matthew Louis	Chief Payments Officer	Aug 05 '24	Sale	4.54	29,340	133,224	135,091	Aug 06 09:16 PM
Herman Joan M	EVP, Operations	Aug 05 '24	Sale	4.54	15,854	71,988	799,743	Aug 06 09:15 PM
Baker Jeffery Bradford	Chief Financial Officer	Aug 05 '24	Sale	4.54	34,032	154,529	187,065	Aug 06 09:15 PM
Strobo Robert	Chief Legal Officer	Jul 31 '24	Option Exercise	0.00	64,000	0	239,501	Aug 02 09:16 PM
Newcomer Mark	CEO	Jul 31 '24	Option Exercise	0.00	150,000	0	9,618,479	Aug 02 09:16 PM
Lanford Matthew Louis	Chief Payments Officer	Jul 31 '24	Option Exercise	0.00	64,000	0	164,431	Aug 02 09:15 PM
Herman Joan M	EVP, Operations	Jul 31 '24	Option Exercise	0.00	36,000	0	815,597	Aug 02 09:15 PM
Baker Jeffery Bradford	Chief Financial Officer	Jul 31 '24	Option Exercise	0.00	64,000	0	221,097	Aug 02 09:15 PM
Lanford Matthew Louis	Chief Payments Officer	Jun 30 '24	Option Exercise	0.00	20,000	0	108,469	Jul 02 06:20 PM
Lanford Matthew Louis	Chief Payments Officer	Jul 01 '24	Sale	4.03	8,038	32,393	100,431	Jul 02 06:20 PM
Triplett Dennis L	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	230,000	Jun 04 02:49 PM
NEWMAN JEFFREY B	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	30,000	Jun 04 02:48 PM
Mina Bruce A	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	238,500	Jun 04 02:47 PM
HENRY DANIEL R	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	80,000	Jun 04 02:46 PM
Mina Bruce A	Director	May 14 '24	Buy	4.81	1,206	5,801	218,500	May 15 06:19 PM
Mina Bruce A	Director	Mar 12 '24	Sale	3.01	426	1,281	217,294	Mar 29 03:19 PM
Topline Capital Management, LL		Mar 15 '24	Buy	2.97	54,183	160,924	6,153,500	Mar 18 08:57 PM
Topline Capital Management, LL		Mar 14 '24	Buy	2.93	51,300	150,309	6,099,317	Mar 18 08:57 PM
Topline Capital Management, LL		Mar 18 '24	Buy	3.07	7,242	22,233	6,160,742	Mar 18 08:57 PM
Topline Capital Partners, LP	10% Owner	Mar 15 '24	Buy	2.97	54,183	160,924	6,153,500	Mar 18 08:51 PM
Topline Capital Partners, LP	10% Owner	Mar 14 '24	Buy	2.93	51,300	150,309	6,099,317	Mar 18 08:51 PM
Topline Capital Partners, LP	10% Owner	Mar 18 '24	Buy	3.07	7,242	22,233	6,160,742	Mar 18 08:51 PM
Topline Capital Management, LL		Mar 12 '24	Buy	3.01	37,517	112,926	6,011,236	Mar 13 09:20 PM
Topline Capital Management, LL		Mar 13 '24	Buy	3.04	36,781	111,814	6,048,017	Mar 13 09:20 PM
Topline Capital Management, LL		Mar 11 '24	Buy	2.99	30,100	89,999	5,973,719	Mar 13 09:20 PM
Topline Capital Partners, LP	10% Owner	Mar 12 '24	Buy	3.01	37,517	112,926	6,011,236	Mar 13 09:14 PM
Topline Capital Partners, LP	10% Owner	Mar 13 '24	Buy	3.04	36,781	111,814	6,048,017	Mar 13 09:14 PM
Topline Capital Partners, LP	10% Owner	Mar 11 '24	Buy	2.99	30,100	89,999	5,973,719	Mar 13 09:14 PM
Topline Capital Management, LL		Mar 07 '24	Buy	2.99	86,978	260,064	5,943,619	Mar 07 06:22 PM
Topline Capital Management, LL		Mar 06 '24	Buy	2.90	55,049	159,642	5,856,641	Mar 07 06:22 PM
Topline Capital Management, LL		Mar 05 '24	Buy	2.86	39,674	113,468	5,801,592	Mar 07 06:22 PM
Topline Capital Partners, LP	10% Owner	Mar 07 '24	Buy	2.99	86,978	260,064	5,943,619	Mar 07 06:14 PM
Topline Capital Partners, LP	10% Owner	Mar 06 '24	Buy	2.90	55,049	159,642	5,856,641	Mar 07 06:14 PM
Topline Capital Partners, LP	10% Owner	Mar 05 '24	Buy	2.86	39,674	113,468	5,801,592	Mar 07 06:14 PM
Baker Jeffery Bradford	Chief Financial Officer	Mar 04 '24	Sale	2.87	27,691	79,429	157,097	Mar 04 08:07 PM
Baker Jeffery Bradford	Chief Financial Officer	Feb 28 '24	Option Exercise	0.00	60,000	0	184,788	Mar 04 07:51 AM
Topline Capital Management, LL		Feb 20 '24	Buy	3.01	26,444	79,596	5,736,836	Feb 21 06:01 PM
Topline Capital Management, LL		Feb 16 '24	Buy	3.03	25,736	77,980	5,710,392	Feb 21 06:01 PM
Topline Capital Management, LL		Feb 21 '24	Buy	3.08	25,082	77,253	5,761,918	Feb 21 06:01 PM
Topline Capital Partners, LP	10% Owner	Feb 20 '24	Buy	3.01	26,444	79,596	5,736,836	Feb 21 05:55 PM
Topline Capital Partners, LP	10% Owner	Feb 16 '24	Buy	3.03	25,736	77,980	5,710,392	Feb 21 05:55 PM
Topline Capital Partners, LP	10% Owner	Feb 21 '24	Buy	3.08	25,082	77,253	5,761,918	Feb 21 05:55 PM
Topline Capital Management, LL		Feb 05 '24	Buy	2.91	43,607	126,896	5,646,112	Feb 06 06:50 PM
Topline Capital Management, LL		Feb 06 '24	Buy	3.05	38,544	117,559	3,684,656	Feb 06 06:50 PM
Topline Capital Management, LL		Feb 02 '24	Buy	2.98	30,149	89,844	5,602,505	Feb 06 06:50 PM
Topline Capital Partners, LP	10% Owner	Feb 05 '24	Buy	2.91	43,607	126,896	5,646,112	Feb 06 06:44 PM
Topline Capital Partners, LP	10% Owner	Feb 06 '24	Buy	3.05	38,544	117,559	5,684,656	Feb 06 06:44 PM
Topline Capital Partners, LP	10% Owner	Feb 02 '24	Buy	2.98	30,149	89,844	5,602,505	Feb 06 06:44 PM
Topline Capital Management, LL		Jan 31 '24	Buy	3.08	87,344	269,020	5,572,356	Jan 31 06:57 PM
Topline Capital Management, LL		Jan 30 '24	Buy	3.03	12,604	38,190	5,485,012	Jan 31 06:57 PM
Topline Capital Management, LL		Jan 29 '24	Buy	2.87	8,379	24,048	5,472,408	Jan 31 06:57 PM
Topline Capital Partners, LP	10% Owner	Jan 31 '24	Buy	3.08	87,344	269,020	5,572,356	Jan 31 06:49 PM
Topline Capital Partners, LP	10% Owner	Jan 30 '24	Buy	3.03	12,604	38,190	5,485,012	Jan 31 06:49 PM
Topline Capital Partners, LP	10% Owner	Jan 29 '24	Buy	2.87	8,379	24,048	5,472,408	Jan 31 06:49 PM
Topline Capital Management, LL		Jan 24 '24	Buy	2.80	73,000	204,400	5,448,970	Jan 25 07:50 PM
Topline Capital Management, LL		Jan 23 '24	Buy	2.74	19,098	52,329	5,375,970	Jan 25 07:50 PM
Topline Capital Management, LL		Jan 25 '24	Buy	2.83	15,059	42,617	5,464,029	Jan 25 07:50 PM
Topline Capital Partners, LP	10% Owner	Jan 24 '24	Buy	2.80	73,000	204,400	5,448,970	Jan 25 07:03 PM
Topline Capital Partners, LP	10% Owner	Jan 23 '24	Buy	2.74	19,098	52,329	5,375,970	Jan 25 07:03 PM
Topline Capital Partners, LP	10% Owner	Jan 25 '24	Buy	2.83	15,059	42,617	5,464,029	Jan 25 07:03 PM
Strobo Robert	Chief Legal Officer	Oct 31 '23	Option Exercise	0.00	40,000	0	192,210	Nov 02 05:44 PM
Strobo Robert	Chief Legal Officer	Nov 01 '23	Sale	1.75	16,709	29,241	175,501	Nov 02 05:44 PM

Open in Screener

AMWL

American Well Corporation

Sep 06 • 04:00PM ET

7.93

Dollar change -0.10
Percentage change -1.25	%

Healthcare • Health Information Services • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

AMWL American Well Corporation daily Stock Chart

Held by: VTI VXF SCHA VHT PRFZ ITOT SCHB

Index	-	P/E	-	EPS (ttm)	-21.21	Insider Own	74.99%	Shs Outstand	12.78M	Perf Week	-2.94%
Market Cap	367.08M	Forward P/E	-	EPS next Y	-8.57	Insider Trans	-1.53%	Shs Float	11.58M	Perf Month	-0.13%
Income	-307.03M	PEG	-	EPS next Q	-3.39	Inst Own	14.52%	Short Float	5.65%	Perf Quarter	1.77%
Sales	254.91M	P/S	1.44	EPS this Y	75.11%	Inst Trans	78.33%	Short Ratio	3.86	Perf Half Y	-62.24%
Book/sh	24.33	P/B	0.33	EPS next Y	27.67%	ROA	-47.97%	Short Interest	0.65M	Perf Year	-71.68%
Cash/sh	5.98	P/C	1.33	EPS next 5Y	37.90%	ROE	-62.06%	52W Range	5.00 - 31.60	Perf YTD	-73.39%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-59.63%	ROI	-82.92%	52W High	-74.91%	Beta	1.02
Dividend TTM	-	Quick Ratio	3.14	Sales past 5Y	20.31%	Gross Margin	21.26%	52W Low	58.60%	ATR (14)	0.59
Dividend Ex-Date	-	Current Ratio	3.19	EPS Y/Y TTM	52.23%	Oper. Margin	-91.18%	RSI (14)	46.00	Volatility	3.26% 5.54%
Employees	1104	Debt/Eq	0.03	Sales Y/Y TTM	-7.27%	Profit Margin	-120.44%	Recom	2.83	Target Price	17.20
Option/Short	Yes / Yes	LT Debt/Eq	0.02	EPS Q/Q	48.64%	Payout	-	Rel Volume	0.22	Prev Close	8.03
Sales Surprise	1.98%	EPS Surprise	15.70%	Sales Q/Q	0.55%	Earnings	Jul 31 AMC	Avg Volume	169.45K	Price	7.93
SMA20	-4.93%	SMA50	-2.05%	SMA200	-48.75%	Trades		Volume	36,891	Change	-1.25%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-03-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$5 → $2.50
Mar-23-23	Downgrade	TD Cowen	Outperform → Market Perform	$5 → $2.50
Feb-27-23	Downgrade	Piper Sandler	Overweight → Neutral	$5 → $3.50
Jan-04-23	Upgrade	BofA Securities	Neutral → Buy	$4.20
Sep-07-22	Initiated	Truist	Hold	$5
Apr-14-22	Initiated	Guggenheim	Buy	$6
Apr-01-22	Resumed	Credit Suisse	Neutral	$5
Feb-11-22	Initiated	Goldman	Neutral	$6
Dec-02-21	Initiated	Jefferies	Hold	$6
Oct-19-21	Initiated	Wells Fargo	Equal Weight	$8
Sep-14-21	Initiated	Cantor Fitzgerald	Overweight	$15
May-17-21	Upgrade	Guggenheim	Neutral → Buy	$15
Apr-16-21	Initiated	KeyBanc Capital Markets	Sector Weight
Apr-15-21	Initiated	Needham	Hold
Jan-28-21	Downgrade	Credit Suisse	Outperform → Neutral	$41
Jan-07-21	Initiated	BTIG Research	Neutral
Dec-18-20	Initiated	Stifel	Hold	$29
Nov-18-20	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$26
Oct-23-20	Initiated	Guggenheim	Neutral
Oct-12-20	Initiated	UBS	Neutral	$29

Show Previous Ratings

Aug-22-24 04:05PM	Amwell to Participate in Upcoming Investor Conferences (GlobeNewswire) +7.38%
Aug-05-24 03:33PM	3 Telemedicine Stocks Poised for Possible Healthcare Evolution (InvestorPlace) -13.48%
Aug-01-24 10:26AM	Amwell boosts 2024 adjusted earnings outlook, narrows net loss in Q2 (Healthcare Dive) +40.20%
12:45AM	American Well (AMWL) Q2 2024 Earnings Call Transcript (Motley Fool)
Jul-31-24 09:56PM	AMWL Stock Earnings: American Well Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace)
07:30PM	Loading…
07:30PM	American Well (AMWL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:25PM	American Well Corporation (AMWL) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for Second Quarter 2024 (GlobeNewswire)
Jul-24-24 10:01AM	Will American Well Corporation (AMWL) Report Negative Earnings Next Week? What You Should Know (Zacks) -6.65%
Jul-17-24 07:00AM	Amwell to Report Second Quarter 2024 Operating Results (GlobeNewswire) -10.58%
Jun-28-24 08:11AM	Amwell to implement reverse stock split to avoid delisting (Healthcare Dive) -13.46%
07:39AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday (InvestorPlace)
07:00AM	Amwell Announces Reverse Stock Split (GlobeNewswire)
Jun-17-24 08:05AM	Amwell Announces Appointment of Ricky Goldwasser to its Board of Directors (GlobeNewswire)
Jun-13-24 08:05AM	Amwell Co-Founder Roy Schoenberg Becomes Executive Vice Chairman of the Board (GlobeNewswire)
04:05PM	Loading…
May-16-24 04:05PM	Amwell CEO Roy Schoenberg to Speak at Stanford Disability & Telehealth Conference (GlobeNewswire)
May-07-24 01:53PM	'Telehealth 1.0 is dead,' but don't count out digital health just yet (Yahoo Finance)
May-06-24 10:36AM	American Well Corporation (NYSE:AMWL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 08:33AM	Q1 2024 American Well Corp Earnings Call (Thomson Reuters StreetEvents)
08:23AM	Amwell expects revenue impact from Defense contract in Q4 (Healthcare Dive)
03:51AM	American Well Corp (AMWL) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges ... (GuruFocus.com)
01:45AM	American Well (AMWL) Q1 2024 Earnings Call Transcript (Motley Fool)
May-01-24 07:30PM	Compared to Estimates, American Well (AMWL) Q1 Earnings: A Look at Key Metrics (Zacks)
06:00PM	American Well Corporation (AMWL) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
05:50PM	American Well Corp (AMWL) Q1 2024 Earnings: A Detailed Review (GuruFocus.com)
04:05PM	AMWELL ANNOUNCES RESULTS FOR FIRST QUARTER 2024 (GlobeNewswire)
Apr-29-24 07:00AM	Amwell Releases 2024 Corporate Responsibility Report (GlobeNewswire) +12.92%
Apr-27-24 08:49AM	12 Most Profitable Dividend Stocks To Invest In (Insider Monkey)
Apr-25-24 07:00AM	Amwell to Participate in Upcoming Investor Conference (GlobeNewswire)
Apr-17-24 07:00AM	Amwell to Report First Quarter 2024 Operating Results May 1 (GlobeNewswire)
04:43AM	Loading…
Apr-05-24 04:43AM	Amwell in danger of being booted from NYSE (Healthcare Dive) -10.12%
Apr-04-24 04:05PM	Amwell Receives Continued Listing Standard Notice From NYSE (GlobeNewswire) +5.41%
Mar-06-24 06:00AM	Power of Amwell Hybrid Care Solutions to be Highlighted at HIMSS 2024 (GlobeNewswire)
Feb-23-24 05:15AM	20 Most Valuable Digital Health Companies In The US (Insider Monkey)
Feb-22-24 06:05AM	Amwell names new chief medical officer (Healthcare Dive) -6.09%
06:00AM	Amwell Names Cynthia Horner, M.D., Chief Medical Officer (GlobeNewswire)
Feb-21-24 07:00AM	Amwell Expands Presence in Australia with Amplar Health Partnership (GlobeNewswire) -8.73%
06:00AM	Amwell to Participate in Upcoming Investor Conference (GlobeNewswire)
Feb-15-24 07:00PM	American Well Corporation (AMWL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +18.02%
02:27PM	Why American Well Corporation Stock Soared Today (Motley Fool)
10:46AM	American Well Corporation (NYSE:AMWL) Q4 2023 Earnings Call Transcript (Insider Monkey)
07:54AM	Q4 2023 American Well Corp Earnings Call (Thomson Reuters StreetEvents)
06:00AM	Amwell Executives to Take the Stage at ViVE 2024 (GlobeNewswire)
Feb-14-24 10:00PM	American Well (AMWL) Q4 2023 Earnings Call Transcript (Motley Fool)
05:50PM	American Well Corporation (AMWL) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
05:14PM	Amwell Reports Fourth Quarter and Full Year 2023 Results: A Path to Profitability in Sight (GuruFocus.com)
04:05PM	Amwell Announces Results for Fourth Quarter and Full Year 2023 (GlobeNewswire)
02:22PM	Amwell cut headcount by 10% since end of 2023 (Healthcare Dive)
Jan-31-24 06:00AM	Amwell to Report Fourth Quarter and Full Year 2023 Operating Results on Feb. 14 (GlobeNewswire)
Jan-18-24 08:00AM	SilverCloud by Amwell Earns Three International Awards (GlobeNewswire)
Dec-26-23 04:15PM	Axogen, Inc. Appoints Kathy Weiler to its Board of Directors (GlobeNewswire)
Nov-29-23 08:31PM	20 Most Medically Advanced Countries in the World Heading into 2024 (Insider Monkey)
Nov-26-23 11:53AM	5 Telehealth Stocks That Have Nothing But Upside (InvestorPlace)
Nov-15-23 09:30AM	American Well Corporation (AMWL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
Nov-05-23 02:18PM	American Well Corporation (NYSE:AMWL) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-02-23 11:23AM	Q3 2023 American Well Corp Earnings Call (Thomson Reuters StreetEvents) +13.56%
05:37AM	Amwell reports widening net loss, including $79M impairment charge (Healthcare Dive)
12:30AM	American Well (AMWL) Q3 2023 Earnings Call Transcript (Motley Fool)
Nov-01-23 06:24PM	American Well Corp (AMWL) Reports Q3 2023 Earnings: Net Loss Widens, Revenue at $61.9 Million (GuruFocus.com)
04:05PM	Amwell Announces Results for Third Quarter 2023 (Business Wire)
Oct-26-23 07:00AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire)
Oct-20-23 01:01PM	Why American Well Stock Blasted Higher on Friday Morning (Motley Fool) +15.50%
Oct-19-23 04:25PM	U.S. Defense Health Agency selects Amwell and Leidos to power the Digital First initiative for the U.S. Military Health System (Business Wire) -7.48%
Oct-18-23 07:00AM	Amwell to Report Third Quarter 2023 Operating Results and Host Conference Call on Wednesday, Nov. 1, 2023 (Business Wire)
Oct-10-23 05:06PM	Amwell® Partners With Discovery Health to Bring First-of-its-Kind Digital Mental Health Benefit to South Africa (Business Wire) +12.62% -5.17%
Oct-05-23 07:00AM	Nestl Health Science Collaborates With Amwell to Improve Nutrition Outcomes in Healthcare (Business Wire) +5.56%
Oct-04-23 07:00AM	Amwell to Participate in Key HLTH 2023 Engagements (Business Wire)
Oct-03-23 07:00AM	Media Advisory:Amwell and Northwell Health to Lead AI and Automation Roundtable at Beckers Health IT Conference (Business Wire)
Sep-26-23 07:00AM	Health Gorilla and Amwell Announce Expanded Digital Diagnostic Lab Ordering for Clinicians (Business Wire)
Sep-18-23 07:00AM	Three Amwell® Health System Clients to Lead Hybrid Care Panel at Oracle Health Conference (Business Wire) -7.19%
Sep-13-23 07:00AM	OSF HealthCare Reduces Rates of Depression and Anxiety by Over 50% Using the Amwell® Platform (Business Wire)
Aug-29-23 07:05AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire) +5.07%
Aug-09-23 08:45AM	1 Big Move From Amazon That Seems Inevitable (Motley Fool) -6.42%
Aug-07-23 06:45AM	Estimating The Intrinsic Value Of American Well Corporation (NYSE:AMWL) (Simply Wall St.)
Aug-03-23 12:30AM	American Well (AMWL) Q2 2023 Earnings Call Transcript (Motley Fool)
Aug-02-23 10:00PM	American Well Corporation (AMWL) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
06:05PM	American Well Corporation (AMWL) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for Second Quarter 2023 (Business Wire)
10:44AM	Amazon Clinic expands doctor visit marketplace to 50 states (Yahoo Finance)
Jul-26-23 10:01AM	Will American Well Corporation (AMWL) Report Negative Earnings Next Week? What You Should Know (Zacks) +10.23%
Jul-19-23 08:05AM	Amwell to Report Second Quarter 2023 Operating Results and Host Conference Call on Wed., Aug. 2, 2023 (Business Wire)
07:10AM	Daily Vickers Top Buyers & Sellers for 07/19/2023 (Argus Research)
Jul-16-23 09:44AM	Shareholders in American Well (NYSE:AMWL) are in the red if they invested a year ago (Simply Wall St.)
Jul-11-23 09:05AM	Amwell Survey Identifies Workers Top Barriers to Accessing Mental Health Benefits (Business Wire)
Jun-04-23 02:00AM	Mental health apps: the AI therapist cannot see you now (Financial Times)
May-26-23 06:14AM	American Well Corporation (NYSE:AMWL) has caught the attention of institutional investors who hold a sizeable 42% stake (Simply Wall St.)
May-17-23 09:05AM	Amwell Announces Hire of Kathy Weiler as EVP, Chief Commercial and Growth Officer (Business Wire) +7.37%
May-05-23 11:53AM	Getting In Cheap On American Well Corporation (NYSE:AMWL) Is Unlikely (Simply Wall St.)
May-04-23 12:12PM	Q1 2023 American Well Corp Earnings Call (Thomson Reuters StreetEvents) -6.13%
02:00AM	American Well (AMWL) Q1 2023 Earnings Call Transcript (Motley Fool)
May-03-23 06:25PM	American Well Corporation (AMWL) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
04:05PM	Amwell Announces Results for First Quarter 2023 (Business Wire)
12:19PM	Top 3 Telemedicine Companies for 2022 (Investopedia)
Apr-27-23 09:05AM	Amwell to Participate in Upcoming Investor Conferences (Business Wire) +8.00%
Apr-19-23 09:05AM	Amwell to Report First Quarter 2023 Operating Results and Host Conference Call on Wed., May 3, 2023 (Business Wire)
Apr-13-23 02:12PM	Will American Well (NYSE:AMWL) Spend Its Cash Wisely? (Simply Wall St.)
Apr-10-23 09:46AM	7 Penny Stocks to Keep an Eye on for the Rest of the Year (InvestorPlace)
Mar-22-23 08:35AM	Dario Announces Strategic Partnership with Amwell to Expand Access to its Cardiometabolic Digital Therapeutic Solution (PR Newswire)
08:30AM	Amwell Expands Digital Clinical Programs Through Partnership with DarioHealth (Business Wire)
Mar-17-23 11:15AM	Should You Think About Buying American Well Corporation (NYSE:AMWL) Now? (Simply Wall St.)

American Well Corp. engages in the provision of online healthcare services. It offers a single platform to support all telehealth needs from urgent to acute and post-acute care, chronic care management, and healthy living. Its services include urgent care, behavioral health, breastfeeding support, chronic care, nutrition counseling, pediatrics, telestroke, and virtual primary care. The company was founded by Ido Schoenberg and Roy Schoenberg in June 2006 and is headquartered in Boston, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Shepardson Robert	Chief Financial Officer	Sep 03 '24	Sale	7.87	5,177	40,753	112,992	Sep 05 06:49 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Sep 03 '24	Sale	7.87	3,141	24,726	120,176	Sep 05 06:48 PM
Weiler Kathy Johnson	Chief Comm. & Growth Officer	Sep 03 '24	Sale	7.87	7,266	57,197	188,027	Sep 05 06:48 PM
McNeice Paul Francis	Chief Accounting Officer	Sep 03 '24	Sale	7.87	165	1,299	9,507	Sep 05 06:48 PM
Gotlib Phyllis	President, International	Sep 03 '24	Sale	7.87	3,574	28,134	114,586	Sep 05 06:48 PM
Knight Kurt	Chief Operating Officer	Sep 03 '24	Sale	7.87	3,053	24,033	146,286	Sep 05 06:47 PM
Kathy Weiler	Officer	Sep 03 '24	Proposed Sale	7.87	7,266	57,197		Sep 03 06:08 PM
Vukasin Paunovich	Officer	Sep 03 '24	Proposed Sale	7.87	3,141	24,726		Sep 03 06:08 PM
Phyllis Gotlib	Officer	Sep 03 '24	Proposed Sale	7.87	3,574	28,134		Sep 03 06:07 PM
Robert Shepardson	Officer	Sep 03 '24	Proposed Sale	7.87	5,177	40,753		Sep 03 06:07 PM
Kurt Knight	Officer	Sep 03 '24	Proposed Sale	7.87	3,053	24,033		Sep 03 06:07 PM
McNeice Paul Francis	Chief Accounting Officer	Aug 01 '24	Sale	9.56	8	76	9,672	Aug 05 04:45 PM
Gotlib Phyllis	President, International	Aug 01 '24	Sale	9.56	225	2,150	118,160	Aug 05 04:43 PM
Knight Kurt	Chief Operating Officer	Aug 01 '24	Sale	9.56	268	2,561	149,339	Aug 05 04:42 PM
Kurt Knight	Officer	Aug 01 '24	Proposed Sale	9.56	268	2,561		Aug 01 05:05 PM
Phyllis Gotlib	Officer	Aug 01 '24	Proposed Sale	9.56	225	2,150		Aug 01 05:03 PM
McNeice Paul Francis	Chief Accounting Officer	Jul 01 '24	Sale	0.30	1,670	507	193,611	Jul 02 04:54 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Jul 01 '24	Sale	0.30	7,956	2,415	2,461,133	Jul 02 04:54 PM
Gotlib Phyllis	President, International	Jul 01 '24	Sale	0.30	15,953	4,843	2,367,702	Jul 02 04:54 PM
Shepardson Robert	Chief Financial Officer	Jul 01 '24	Sale	0.30	17,520	5,319	2,363,399	Jul 02 04:53 PM
Knight Kurt	Chief Operating Officer	Jul 01 '24	Sale	0.30	13,636	4,140	2,992,141	Jul 02 04:53 PM
Jackson Deborah C	Director	Jun 24 '24	Sale	0.41	42,202	17,185	636,683	Jun 26 04:50 PM
Gotlib Phyllis	President, International	Jun 03 '24	Sale	0.41	71,455	29,625	2,383,655	Jun 05 04:50 PM
Shepardson Robert	Chief Financial Officer	Jun 03 '24	Sale	0.41	103,495	42,909	2,380,919	Jun 05 04:49 PM
Weiler Kathy Johnson	Chief Comm. & Growth Officer	Jun 03 '24	Sale	0.41	69,755	28,920	3,905,862	Jun 05 04:49 PM
McNeice Paul Francis	Chief Accounting Officer	Jun 03 '24	Sale	0.41	3,170	1,314	195,281	Jun 05 04:48 PM
Knight Kurt	Chief Operating Officer	Jun 03 '24	Sale	0.41	69,552	28,836	3,005,777	Jun 05 04:48 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Jun 03 '24	Sale	0.41	62,810	26,041	2,469,089	Jun 05 04:47 PM
Gotlib Phyllis	President, International	May 01 '24	Sale	0.52	4,469	2,329	2,455,110	May 03 04:33 PM
McNeice Paul Francis	Chief Accounting Officer	May 01 '24	Sale	0.52	175	91	198,451	May 03 04:32 PM
Knight Kurt	Chief Operating Officer	May 01 '24	Sale	0.52	6,085	3,171	3,075,329	May 03 04:32 PM
McNeice Paul Francis	Chief Accounting Officer	Apr 01 '24	Sale	0.77	761	588	198,626	Apr 03 05:06 PM
Gotlib Phyllis	President, International	Apr 01 '24	Sale	0.77	6,891	5,321	2,459,579	Apr 03 05:05 PM
Shepardson Robert	Chief Financial Officer	Apr 01 '24	Sale	0.77	7,569	5,844	2,784,414	Apr 03 05:05 PM
Knight Kurt	Chief Operating Officer	Apr 01 '24	Sale	0.77	6,157	4,754	3,081,414	Apr 03 05:05 PM
McNeice Paul Francis	Chief Accounting Officer	Mar 08 '24	Sale	1.03	5,418	5,572	197,865	Mar 12 04:31 PM
Shepardson Robert	Chief Financial Officer	Mar 01 '24	Sale	1.07	68,303	73,180	2,776,845	Mar 05 04:37 PM
Gotlib Phyllis	President, International	Mar 01 '24	Sale	1.07	36,110	38,688	2,452,688	Mar 05 04:37 PM
Knight Kurt	Chief Operating Officer	Mar 01 '24	Sale	1.07	38,747	41,514	3,075,257	Mar 05 04:36 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Mar 01 '24	Sale	1.07	31,712	33,976	2,517,546	Mar 05 04:36 PM
Weiler Kathy Johnson	Chief Comm. & Growth Officer	Feb 23 '24	Sale	1.09	283,192	309,161	3,975,617	Feb 23 05:07 PM
Gotlib Phyllis	President, International	Feb 23 '24	Sale	1.09	285,752	311,955	2,488,798	Feb 23 05:05 PM
Shepardson Robert	Chief Financial Officer	Feb 23 '24	Sale	1.09	319,214	348,486	2,845,148	Feb 23 05:04 PM
Knight Kurt	Chief Operating Officer	Feb 23 '24	Sale	1.09	283,079	309,037	3,114,004	Feb 23 05:03 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Feb 23 '24	Sale	1.09	251,323	274,369	2,535,635	Feb 23 05:01 PM
Gotlib Phyllis	President, International	Feb 01 '24	Sale	1.09	4,462	4,882	602,904	Feb 05 05:29 PM
Knight Kurt	Chief Operating Officer	Feb 01 '24	Sale	1.09	6,239	6,827	1,225,437	Feb 05 05:20 PM
McNeice Paul Francis	Chief Accounting Officer	Feb 01 '24	Sale	1.09	151	165	103,237	Feb 05 05:17 PM
Paunovich Vukasin	EVP, Enterprise Platforms	Jan 16 '24	Sale	1.07	58,409	62,445	615,312	Jan 18 04:31 PM
Knight Kurt	Chief Operating Officer	Jan 02 '24	Sale	1.49	6,882	10,267	1,231,676	Jan 04 04:34 PM
McNeice Paul Francis	Chief Accounting Officer	Jan 02 '24	Sale	1.49	757	1,129	103,388	Jan 04 04:34 PM
Shepardson Robert	Chief Financial Officer	Jan 02 '24	Sale	1.49	8,414	12,552	992,716	Jan 04 04:34 PM
Gotlib Phyllis	President, International	Jan 02 '24	Sale	1.49	6,887	10,274	607,366	Jan 04 04:31 PM
Knight Kurt	Chief Operating Officer	Dec 05 '23	Sale	1.24	25,867	32,197	1,238,558	Dec 07 04:39 PM
Shepardson Robert	Chief Financial Officer	Dec 01 '23	Sale	1.26	24,990	31,565	1,001,130	Dec 05 04:39 PM
McNeice Paul Francis	Chief Accounting Officer	Dec 01 '23	Sale	1.26	872	1,101	104,145	Dec 05 04:37 PM
Jackson Deborah C	Director	Nov 02 '23	Sale	1.24	2,376	2,945	135,112	Nov 06 04:38 PM
Slavin Peter L.	Director	Nov 02 '23	Sale	1.24	2,330	2,890	169,630	Nov 06 04:37 PM
Gotlib Phyllis	President, International	Nov 01 '23	Sale	1.11	4,461	4,935	614,253	Nov 03 04:35 PM
McNeice Paul Francis	Vice President of Accounting	Nov 01 '23	Sale	1.11	129	143	105,017	Nov 03 04:34 PM
Knight Kurt	Chief Operating Officer	Nov 01 '23	Sale	1.11	5,578	6,170	1,264,425	Nov 03 04:34 PM
Shepardson Robert	Chief Financial Officer	Oct 02 '23	Sale	1.12	7,566	8,470	1,026,120	Oct 04 05:17 PM
Gotlib Phyllis	President, International	Oct 02 '23	Sale	1.12	6,888	7,711	618,714	Oct 04 05:15 PM
Knight Kurt	Chief Operating Officer	Oct 02 '23	Sale	1.12	6,154	6,889	1,270,003	Oct 04 05:13 PM
McNeice Paul Francis	Vice President of Accounting	Oct 02 '23	Sale	1.12	642	719	105,146	Oct 04 05:11 PM
Schoenberg Ido	Chairman, co-CEO	Sep 21 '23	Sale	1.20	135,236	162,554	1,285,011	Sep 22 04:49 PM
Schoenberg Roy	President, co-CEO	Sep 21 '23	Sale	1.20	125,702	151,094	2,166,042	Sep 22 04:47 PM

Open in Screener

CNXC

Concentrix Corp.

Sep 06 • 04:00PM ET

72.68

Dollar change -1.16
Percentage change -1.57	%

Technology • Information Technology Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI IJH VB VBR VXF MDY FXL IJJ SCHA SPMD

Index	-	P/E	16.78	EPS (ttm)	4.33	Insider Own	28.67%	Shs Outstand	65.73M	Perf Week	-3.84%
Market Cap	4.75B	Forward P/E	5.60	EPS next Y	12.99	Insider Trans	-0.00%	Shs Float	46.60M	Perf Month	16.55%
Income	258.54M	PEG	2.24	EPS next Q	2.93	Inst Own	68.06%	Short Float	6.50%	Perf Quarter	18.76%
Sales	8.65B	P/S	0.55	EPS this Y	2.26%	Inst Trans	-1.08%	Short Ratio	7.18	Perf Half Y	9.67%
Book/sh	62.89	P/B	1.16	EPS next Y	10.93%	ROA	2.77%	Short Interest	3.03M	Perf Year	-3.54%
Cash/sh	6.09	P/C	11.93	EPS next 5Y	7.50%	ROE	7.45%	52W Range	53.89 - 106.10	Perf YTD	-26.00%
Dividend Est.	1.21 (1.67%)	P/FCF	11.66	EPS past 5Y	43.54%	ROI	2.68%	52W High	-31.50%	Beta	0.67
Dividend TTM	1.21 (1.66%)	Quick Ratio	1.54	Sales past 5Y	27.09%	Gross Margin	29.41%	52W Low	34.87%	ATR (14)	2.52
Dividend Ex-Date	Jul 26, 2024	Current Ratio	1.54	EPS Y/Y TTM	-40.36%	Oper. Margin	8.88%	RSI (14)	57.88	Volatility	3.26% 3.15%
Employees	440000	Debt/Eq	1.42	Sales Y/Y TTM	33.62%	Profit Margin	2.99%	Recom	1.80	Target Price	92.20
Option/Short	Yes / Yes	LT Debt/Eq	1.36	EPS Q/Q	-34.77%	Payout	19.78%	Rel Volume	0.63	Prev Close	73.84
Sales Surprise	1.40%	EPS Surprise	2.44%	Sales Q/Q	47.44%	Earnings	Sep 25 AMC	Avg Volume	421.86K	Price	72.68
SMA20	4.62%	SMA50	7.32%	SMA200	-1.15%	Trades		Volume	266,563	Change	-1.57%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-28-24	Upgrade	BofA Securities	Underperform → Neutral	$65 → $85
Mar-27-24	Downgrade	BofA Securities	Neutral → Underperform	$85 → $60
Sep-06-23	Initiated	Redburn Atlantic	Neutral	$70
Aug-24-23	Initiated	Scotiabank	Sector Outperform	$120
Jun-29-23	Downgrade	BofA Securities	Buy → Neutral
Apr-12-23	Initiated	Canaccord Genuity	Buy	$150
Jun-15-21	Initiated	Barrington Research	Outperform	$182
Jan-08-21	Initiated	Cross Research	Buy	$115
Dec-07-20	Initiated	BofA Securities	Buy	$130

Sep-05-24 04:05PM	Concentrix Schedules Release of Third Quarter 2024 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Jul-08-24 10:00AM	Concentrix Sets Bold Goals to Support People and Planet in New Sustainability Report (GlobeNewswire)
Jun-28-24 08:02AM	Concentrix Corporation (NASDAQ:CNXC) Q2 2024 Earnings Call Transcript (Insider Monkey)
Jun-26-24 08:53PM	CNXC Stock Earnings: Concentrix Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) +8.19%
05:25PM	Concentrix Corporation (CNXC) Q2 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	Loading…
04:05PM	Concentrix Reports Second Quarter 2024 Results (GlobeNewswire)
Jun-11-24 08:00AM	Concentrix Schedules Release of Second Quarter 2024 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Jun-05-24 05:06AM	FPA Queens Road Small Cap Value Fund is Uncertain about its Stake in Concentrix (CNXC) (Insider Monkey)
Jun-04-24 09:19AM	Concentrix Debuts on the Fortune 500 List (GlobeNewswire)
May-30-24 06:00AM	How Bold Are You? 7 High-Growth Stocks to Buy for Daring Investors. (InvestorPlace)
May-21-24 04:05PM	Concentrix to Present at Upcoming Investor Conferences (GlobeNewswire)
May-17-24 08:10AM	NICE Ltd. (NASDAQ:NICE) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-03-24 06:00AM	Cheap Tricks: 7 Beaten-Down Tech Stocks to Buy Before the Comeback (InvestorPlace)
Apr-29-24 10:26AM	12 Under-the-Radar Stocks With Massive Upside for 2024 (Insider Monkey)
Apr-25-24 08:00AM	Concentrix Named a Leader and Star Performer in Everest Group's Trust and Safety Services PEAK Matrix Assessment 2024 (GlobeNewswire)
04:42AM	Loading…
Apr-24-24 04:42AM	/C O R R E C T I O N -- Concentrix/ (PR Newswire)
Apr-22-24 04:00PM	Concentrix + Webhelp Rebrands as Concentrix (GlobeNewswire)
Apr-19-24 05:33AM	Concentrix Celebrates Significant Sustainability Milestones in 2023 Sustainability Report (PR Newswire)
Apr-14-24 12:52PM	10 Buy-Rated Stocks with Latest Insider Purchases (Insider Monkey)
Mar-27-24 12:02PM	Concentrix Corporation (NASDAQ:CNXC) Q1 2024 Earnings Call Transcript (Insider Monkey)
Mar-26-24 09:53PM	CNXC Stock Earnings: Concentrix Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:31PM	Concentrix Corp (CNXC) Aligns with EPS Projections and Reports Substantial Revenue Growth in Q1 2024 (GuruFocus.com)
05:20PM	Concentrix Corporation (CNXC) Misses Q1 Earnings Estimates (Zacks)
04:05PM	Concentrix Reports First Quarter 2024 Results (GlobeNewswire)
Mar-07-24 03:00PM	Concentrix Schedules Release of Fiscal First Quarter 2024 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Mar-05-24 09:00AM	Concentrix Appoints Ryan Peterson as Executive Vice President and Chief Product Officer (GlobeNewswire)
Mar-01-24 04:41AM	Concentrix (CNXC) Fell on Concerns Over the Potential of Artificial Intelligence (Insider Monkey)
Feb-21-24 10:01AM	Concentrix + Webhelp Achieves New Milestone on Sustainability Journey (GlobeNewswire)
Jan-24-24 04:34PM	Concentrix Corp (CNXC) Reports Robust Revenue Growth Amidst Earnings Challenges (GuruFocus.com) -16.02%
04:05PM	Concentrix Reports Fiscal 2023 Fourth Quarter and Full Year Results (GlobeNewswire)
03:00PM	Loading…
Jan-03-24 03:00PM	Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Nov-20-23 06:15AM	Concentrix Corporation (CNXC) Declined on Market Worries (Insider Monkey)
Oct-11-23 09:37PM	Director Dennis Polk Sells 20,612 Shares of Concentrix Corp (CNXC) (GuruFocus.com)
Sep-28-23 12:08PM	Concentrix Corp (CNXC): A Deep Dive into Its Performance Potential (GuruFocus.com) +6.84%
08:21AM	Concentrix Corporation (NASDAQ:CNXC) Q3 2023 Earnings Call Transcript (Insider Monkey)
Sep-27-23 04:10PM	Concentrix Reports Third Quarter 2023 Results; Raises Quarterly Dividend 10 Percent (GlobeNewswire)
Sep-25-23 06:00AM	Concentrix and Webhelp Complete Combination, Creating a Diversified Global CX Leader, Well-Positioned for Growth (GlobeNewswire)
Sep-15-23 08:00AM	Concentrix Provides Update on Pending Combination with Webhelp; Schedules Release of Fiscal Third Quarter 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Aug-04-23 04:01PM	Concentrix Shareholders Vote to Support Webhelp Combination (GlobeNewswire)
Jul-26-23 11:30AM	Concentrix to Present at Canaccord Genuity 43rd Annual Growth Conference (GlobeNewswire)
Jul-22-23 08:03AM	Concentrix (NASDAQ:CNXC) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Jul-19-23 06:15PM	Concentrix Prices $2.15 Billion Senior Notes Offering for Webhelp Combination (GlobeNewswire)
Jul-10-23 06:56AM	Daily Vickers Top Buyers & Sellers for 07/10/2023 (Argus Research)
Jun-28-23 04:10PM	Concentrix Reports Second Quarter 2023 Results (GlobeNewswire)
Jun-21-23 08:00PM	CNXC: Lowering target price to $90.00 (Argus Research)
Jun-14-23 12:15PM	Concentrix Schedules Release of Fiscal Second Quarter 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
May-17-23 03:00PM	Concentrix to Present at Upcoming Investor Conferences (GlobeNewswire)
May-06-23 09:43AM	Concentrix (NASDAQ:CNXC) sheds US$499m, company earnings and investor returns have been trending downwards for past year (Simply Wall St.)
Apr-26-23 08:00PM	CNXC: Lowering target price to $106.00 (Argus Research)
Mar-29-23 04:15PM	Concentrix Reports First Quarter 2023 Results (GlobeNewswire)
04:10PM	Concentrix to Combine with Webhelp, Creating a Diversified Global CX Leader, Well-Positioned for Growth (GlobeNewswire)
Mar-20-23 05:01PM	Concentrix Customer Feedback Management Platform Recognized as a Strong Performer by Independent Research Firm (GlobeNewswire)
Mar-13-23 04:05PM	Concentrix Schedules Release of Fiscal First Quarter 2023 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Feb-24-23 05:22AM	Calculating The Fair Value Of Concentrix Corporation (NASDAQ:CNXC) (Simply Wall St.)
Feb-07-23 12:18PM	Bullish Concentrix Corporation (NASDAQ:CNXC) insiders were rewarded last week as their US$611k investment inflated to US$647k (Simply Wall St.)
Jan-22-23 07:08AM	Concentrix Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Jan-19-23 04:05PM	Concentrix Reports Fiscal 2022 Fourth Quarter and Full Year Results (GlobeNewswire)
Jan-11-23 09:03AM	Are Robust Financials Driving The Recent Rally In Concentrix Corporation's (NASDAQ:CNXC) Stock? (Simply Wall St.)
Dec-22-22 03:00PM	Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Nov-27-22 08:05AM	The past year for Concentrix (NASDAQ:CNXC) investors has not been profitable (Simply Wall St.)
Oct-16-22 08:12AM	Concentrix (NASDAQ:CNXC) Is Increasing Its Dividend To $0.275 (Simply Wall St.)
Oct-13-22 09:28AM	Concentrix Ranked Among the Worlds 25 Best Workplaces by Great Place to Work and Fortune magazine (GlobeNewswire)
Oct-11-22 08:32AM	Concentrix Honored as Quiq's Partner of the Year (PR Newswire)
Oct-02-22 08:09AM	Concentrix's (NASDAQ:CNXC) Shareholders Will Receive A Bigger Dividend Than Last Year (Simply Wall St.)
Sep-28-22 04:15PM	Concentrix Reports Third Quarter 2022 Results (GlobeNewswire) -6.56%
Sep-16-22 06:12AM	Is Concentrix Corporation (NASDAQ:CNXC) Expensive For A Reason? A Look At Its Intrinsic Value (Simply Wall St.)
Sep-08-22 04:47PM	Concentrix Earns Another Leader Recognition in Highly Competitive Customer Experience Management Market (GlobeNewswire)
Sep-01-22 03:00PM	Concentrix Schedules Release of Fiscal Third Quarter 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Aug-04-22 09:33AM	Concentrix Corporation (NASDAQ:CNXC) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap? (Simply Wall St.)
Jul-20-22 04:15PM	Concentrix Closes Acquisition of ServiceSource, a Global B2B Digital Sales Company (GlobeNewswire)
Jun-27-22 04:15PM	Concentrix Reports Second Quarter 2022 Results (GlobeNewswire) -5.43%
Jun-20-22 07:31AM	Earnings growth of 110% over 1 year hasn't been enough to translate into positive returns for Concentrix (NASDAQ:CNXC) shareholders (Simply Wall St.)
May-31-22 03:00PM	Concentrix Schedules Release of Fiscal Second Quarter 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
May-28-22 08:23AM	Do Concentrix's (NASDAQ:CNXC) Earnings Warrant Your Attention? (Simply Wall St.)
May-24-22 02:00PM	Concentrix To Present at Baird 2022 Global Consumer, Technology & Services Conference (GlobeNewswire)
May-09-22 08:00AM	Concentrix Announces Acquisition of ServiceSource, a Global B2B Digital Sales Company (GlobeNewswire)
Apr-01-22 04:36PM	A Look At The Fair Value Of Concentrix Corporation (NASDAQ:CNXC) (Simply Wall St.)
Mar-29-22 04:15PM	Concentrix Reports First Quarter 2022 Results (GlobeNewswire) -11.47%
Mar-09-22 03:00PM	Concentrix Schedules Release of Fiscal First Quarter 2022 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Feb-23-22 02:50PM	Top Tech Stocks for March 2022 (Investopedia)
Feb-22-22 08:05AM	Concentrix Corporation's (NASDAQ:CNXC) Stock's On An Uptrend: Are Strong Financials Guiding The Market? (Simply Wall St.)
Jan-27-22 01:38PM	Edmonds Duncan Registered Investment Advisors, LLC Buys VanEck Vectors Semiconductor ETF, ... (GuruFocus.com)
Jan-24-22 03:07PM	Beaverton software and services firm sold for $1.6B (American City Business Journals)
Jan-20-22 02:15PM	Concentrix to Host Investor Day on January 25, 2022 (GlobeNewswire)
Jan-18-22 04:15PM	Concentrix Reports Fiscal 2021 Fourth Quarter and Full Year Results (GlobeNewswire)
Jan-12-22 12:42PM	Concentrix Corporation (CNXC) Fell Out Of Favor With Hedge Funds? (Insider Monkey)
Jan-08-22 07:11AM	Earnings grew faster than the decent 50% return delivered to Concentrix (NASDAQ:CNXC) shareholders over the last year (Simply Wall St.)
Dec-29-21 03:00PM	Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2021 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)
Dec-27-21 04:05PM	Concentrix Closes Acquisition of PK (GlobeNewswire)
Dec-08-21 06:38PM	Inv Corp Small Cap Value Buys Zuora Inc, Home BancShares Inc, Tegna Inc, Sells Zurn Water ... (GuruFocus.com)
06:38PM	Inv Corp All America Buys Zuora Inc, Ollie's Bargain Outlet Holdings Inc, Graco Inc, Sells ... (GuruFocus.com)
Dec-07-21 04:38PM	Mutual of America VIP Small-Cap Value Portfolio Buys Zuora Inc, Home BancShares Inc, BioCryst ... (GuruFocus.com)
04:38PM	Mutual of America VIP All America Portfolio Buys Zuora Inc, Ollie's Bargain Outlet Holdings ... (GuruFocus.com)
Nov-24-21 04:51AM	Is Now The Time To Put Concentrix (NASDAQ:CNXC) On Your Watchlist? (Simply Wall St.)
Nov-22-21 07:00AM	Concentrix Announces Acquisition of PK, a Leading Global CX Design Engineering Company (GlobeNewswire)
Oct-27-21 03:01PM	Tech firm pushes back against NC woman's WFH lawsuit (American City Business Journals)
Oct-25-21 10:08AM	Hedge Funds Are Souring On Concentrix Corporation (CNXC) (Insider Monkey)
Sep-29-21 07:14AM	Concentrix Corporation (NASDAQ:CNXC) Investors Are Less Pessimistic Than Expected (Simply Wall St.)
Sep-27-21 04:15PM	Concentrix Reports Third Quarter 2021 Results, Raises Double-Digit Revenue Growth Expectations for the Full Year; Company Announces $0.25 per Share Quarterly Dividend, $500 Million Share Repurchase Program (GlobeNewswire)
Sep-07-21 03:00PM	Concentrix Schedules Release of Fiscal Third Quarter 2021 Financial Results and Webcast of Investor Conference Call (GlobeNewswire)

Concentrix Corp. engages in the provision of customer experience solutions and technology. The company was founded in 1973 and is headquartered in Newark, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Twomey Cormac J	EVP, Global Ops & Delivery	Aug 29 '24	Sale	74.63	400	29,852	29,327	Aug 30 04:53 PM
CORMAC TWOMEY	Officer	Aug 29 '24	Proposed Sale	74.63	400	29,852		Aug 29 04:17 PM
Twomey Cormac J	EVP, Global Ops & Delivery	Jul 29 '24	Sale	67.23	400	26,892	29,727	Jul 31 04:52 PM
CORMAC TWOMEY	Officer	Jul 29 '24	Proposed Sale	67.23	400	26,892		Jul 29 04:09 PM
Twomey Cormac J	EVP, Global Ops & Delivery	Jun 28 '24	Sale	63.21	400	25,284	30,127	Jul 02 04:13 PM
Twomey Cormac J	EVP, Global Ops & Delivery	May 29 '24	Sale	61.28	400	24,512	30,527	May 31 04:05 PM
Twomey Cormac J	EVP, Global Ops & Delivery	Apr 29 '24	Sale	55.01	400	22,004	30,927	May 01 04:14 PM
Caldwell Christopher A	President and CEO	Apr 19 '24	Buy	54.59	900	49,131	239,128	Apr 22 04:21 PM
Fogarty Jane	EVP, Legal	Apr 03 '24	Buy	61.04	400	24,416	10,492	Apr 05 04:32 PM
Hayley Kathryn	Director	Apr 01 '24	Buy	65.96	379	25,000	2,534	Apr 03 04:52 PM
Fogarty Jane	EVP, Legal	Jan 30 '24	Buy	89.27	200	17,853	5,388	Jan 31 05:07 PM
Fogarty Jane	EVP, Legal	Oct 23 '23	Buy	77.38	200	15,476	5,495	Oct 24 05:52 PM
POLK DENNIS	Director	Oct 09 '23	Option Exercise	41.36	19,429	803,511	35,722	Oct 11 05:26 PM
POLK DENNIS	Director	Oct 11 '23	Option Exercise	37.94	1,183	44,883	17,476	Oct 11 05:26 PM
POLK DENNIS	Director	Oct 09 '23	Sale	81.18	19,429	1,577,312	16,293	Oct 11 05:26 PM
POLK DENNIS	Director	Oct 11 '23	Sale	81.39	1,183	96,284	16,293	Oct 11 05:26 PM
Fogarty Jane	EVP, Legal	Oct 05 '23	Buy	78.00	200	15,599	5,295	Oct 10 05:00 PM

Open in Screener

FA

First Advantage Corp.

Sep 06 • 04:00PM ET

18.94

Dollar change -0.11
Percentage change -0.58	%

Industrials • Specialty Business Services • USA • NASD

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

FA First Advantage Corp. daily Stock Chart

Held by: VTI IWM VB VBR VXF DFAS DFAT DFSV IWO SCHA

Index	RUT	P/E	112.00	EPS (ttm)	0.17	Insider Own	65.45%	Shs Outstand	145.07M	Perf Week	0.69%
Market Cap	2.75B	Forward P/E	18.29	EPS next Y	1.04	Insider Trans	-0.03%	Shs Float	50.24M	Perf Month	15.14%
Income	24.54M	PEG	18.67	EPS next Q	0.25	Inst Own	40.14%	Short Float	11.58%	Perf Quarter	15.70%
Sales	756.89M	P/S	3.64	EPS this Y	-7.96%	Inst Trans	1.16%	Short Ratio	14.07	Perf Half Y	17.86%
Book/sh	6.28	P/B	3.01	EPS next Y	12.49%	ROA	1.41%	Short Interest	5.82M	Perf Year	36.55%
Cash/sh	1.85	P/C	10.21	EPS next 5Y	6.00%	ROE	2.44%	52W Range	12.46 - 19.43	Perf YTD	14.30%
Dividend Est.	-	P/FCF	20.70	EPS past 5Y	3.28%	ROI	1.66%	52W High	-2.52%	Beta	1.15
Dividend TTM	-	Quick Ratio	4.31	Sales past 5Y	13.40%	Gross Margin	31.50%	52W Low	52.01%	ATR (14)	0.45
Dividend Ex-Date	Aug 18, 2023	Current Ratio	4.31	EPS Y/Y TTM	-48.14%	Oper. Margin	11.05%	RSI (14)	65.28	Volatility	2.41% 2.68%
Employees	5000	Debt/Eq	0.62	Sales Y/Y TTM	-2.89%	Profit Margin	3.24%	Recom	1.75	Target Price	19.33
Option/Short	Yes / Yes	LT Debt/Eq	0.62	EPS Q/Q	-80.98%	Payout	0.00%	Rel Volume	1.05	Prev Close	19.05
Sales Surprise	-0.06%	EPS Surprise	-0.28%	Sales Q/Q	-0.41%	Earnings	Aug 08 BMO	Avg Volume	413.23K	Price	18.94
SMA20	3.66%	SMA50	10.43%	SMA200	15.59%	Trades		Volume	434,152	Change	-0.58%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-23-24	Initiated	William Blair	Outperform
Sep-14-23	Initiated	Wolfe Research	Outperform	$17
Mar-01-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$14 → $15
Jan-17-23	Downgrade	BofA Securities	Buy → Neutral	$14.50
Jan-12-23	Downgrade	Citigroup	Buy → Neutral	$20 → $15.50
Nov-11-22	Downgrade	Barclays	Overweight → Equal Weight	$20 → $14
Oct-25-22	Downgrade	Jefferies	Buy → Hold	$19 → $13
Sep-21-22	Initiated	Needham	Hold
Mar-11-22	Resumed	BofA Securities	Buy	$19

Aug-14-24 07:02PM	Insider Sale: President, Americas Joseph Jaeger Sells 10,000 Shares of First Advantage Corp (FA) (GuruFocus.com)
Aug-08-24 07:25AM	First Advantage (FA) Q2 Earnings Meet Estimates (Zacks)
06:27AM	First Advantage: Q2 Earnings Snapshot (Associated Press Finance)
06:00AM	First Advantage Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-18-24 07:02AM	First Advantage to Release Second Quarter 2024 Financial Results and Hold Investor Conference Call on August 8, 2024 (GlobeNewswire)
07:23AM	Loading…
Jun-19-24 07:23AM	ClearBridge Small Cap Value Strategy Sold Sterling Check (STER) on an Acquisition News (Insider Monkey)
May-20-24 04:15PM	First Advantage to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-16-24 02:55AM	Insider Sale: President, Americas Joseph Jaeger Sells 10,000 Shares of First Advantage Corp (FA) (GuruFocus.com)
May-13-24 11:21AM	First Advantage Corporation (NASDAQ:FA) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:17AM	The top five cybersecurity acquisitions in 2024, so far (Verdict)
May-10-24 01:16PM	First Advantage Corp (FA) Q1 2024 Earnings: Misses Revenue Expectations and Reports Net Loss (GuruFocus.com)
May-09-24 10:55AM	FA Stock Earnings: First Advantage Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:18AM	First Advantage: Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	First Advantage Reports First Quarter 2024 Results (GlobeNewswire)
May-02-24 10:01AM	Analysts Estimate First Advantage (FA) to Report a Decline in Earnings: What to Look Out for (Zacks)
07:12AM	Loading…
Apr-23-24 07:12AM	--William Blair Starts First Advantage With Outperform Rating (MT Newswires) +5.87%
06:15AM	First Advantage Releases 2024 Global Trends Report (GlobeNewswire)
Apr-18-24 07:00AM	First Advantage to Release First Quarter 2024 Financial Results and Hold Investor Conference Call on May 9, 2024 (GlobeNewswire)
Mar-11-24 06:00AM	First Advantage Introduces Next-Gen RightID to Detect Job Applicant Fraud in Pre-Hire Process (GlobeNewswire)
Mar-04-24 09:00AM	First Advantage Corporation (NASDAQ:FA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-01-24 12:43AM	Q4 2023 First Advantage Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-29-24 03:47PM	Why Sterling Check Is Soaring and First Advantage Stock Is Falling Today (Motley Fool) -7.01%
08:42AM	SHAREHOLDER NEWS: Johnson Fistel Investigates Proposed Sale of Sterling Check; Are Shareholders Getting a Fair Deal? (GlobeNewswire)
06:51AM	First Advantage Corp (FA) Navigates Economic Headwinds with Solid 2023 Earnings, Announces ... (GuruFocus.com)
06:32AM	First Advantage: Q4 Earnings Snapshot (Associated Press Finance)
06:19AM	UPDATE 1-First Advantage to buy background screening firm Sterling Check in $2.2 bln deal (Reuters)
06:09AM	First Advantage to buy Sterling Check in $2.2 billion deal (Reuters)
06:00AM	First Advantage to Acquire Sterling Check Corp. for $2.2 Billion in Cash and Stock (GlobeNewswire)
06:00AM	First Advantage Reports Full Year and Fourth Quarter 2023 Results (GlobeNewswire)
Feb-15-24 03:21AM	First Advantage Corp Insider Sells Shares (GuruFocus.com)
05:30PM	Loading…
Jan-24-24 05:30PM	First Advantage to Release Fourth Quarter and Full Year 2023 Financial Results and Hold Investor Conference Call on February 29, 2024 (GlobeNewswire)
Jan-09-24 07:00AM	SHRM President and CEO Johnny C. Taylor, Jr. Returns as Keynote Speaker for First Advantage's Annual Collaborate Conference (GlobeNewswire)
Nov-12-23 11:50AM	First Advantage Corporation (NASDAQ:FA) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 07:20AM	First Advantage Corp (FA) Posts Mixed Q3 2023 Results Amidst Strategic Acquisitions and ... (GuruFocus.com)
06:45AM	First Advantage: Q3 Earnings Snapshot (Associated Press Finance)
06:00AM	First Advantage Reports Third Quarter 2023 Results (GlobeNewswire)
Nov-06-23 04:30PM	First Advantage to Participate in Upcoming Investor Conferences (GlobeNewswire)
Oct-04-23 04:15PM	First Advantage to Release Third Quarter 2023 Financial Results and Hold Investor Conference Call on November 9, 2023 (GlobeNewswire)
Sep-16-23 11:02AM	Silver Lake Group, L.L.C. Reduces Stake in First Advantage Corp (GuruFocus.com)
Sep-15-23 08:00AM	First Advantage Extends Existing Share Repurchase Authorization Through 2024 (GlobeNewswire)
Sep-05-23 07:30AM	First Advantage Expands Digital Identity Solutions by Acquiring Infinite ID (GlobeNewswire)
Aug-30-23 10:00AM	First Advantage to Participate in Upcoming Investor Events (GlobeNewswire)
Aug-25-23 11:12AM	Are Options Traders Betting on a Big Move in First Advantage (FA) Stock? (Zacks)
Aug-09-23 07:25AM	First Advantage (FA) Q2 Earnings Match Estimates (Zacks) +7.98%
06:15AM	First Advantage: Q2 Earnings Snapshot (Associated Press Finance)
06:00AM	First Advantage Reports Second Quarter 2023 Results (GlobeNewswire)
Jul-31-23 03:58PM	First Advantage Corporation's (NASDAQ:FA) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects? (Simply Wall St.)
Jul-15-23 10:29AM	At US$15.29, Is It Time To Put First Advantage Corporation (NASDAQ:FA) On Your Watch List? (Simply Wall St.)
Jul-07-23 07:00AM	First Advantage to Release Second Quarter 2023 Financial Results and Hold Investor Conference Call on August 9, 2023 (GlobeNewswire)
Jul-01-23 10:02AM	Here's Why We Think First Advantage (NASDAQ:FA) Is Well Worth Watching (Simply Wall St.)
Jun-17-23 09:15AM	First Advantage (NASDAQ:FA) May Have Issues Allocating Its Capital (Simply Wall St.)
May-30-23 04:30PM	First Advantage Corporation to Participate in the Stifel 2023 Cross Sector Insight Conference (GlobeNewswire)
May-28-23 10:18AM	An Intrinsic Calculation For First Advantage Corporation (NASDAQ:FA) Suggests It's 49% Undervalued (Simply Wall St.)
May-11-23 10:10AM	First Advantage First Quarter 2023 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)
May-10-23 07:25AM	First Advantage (FA) Tops Q1 Earnings and Revenue Estimates (Zacks)
06:16AM	First Advantage: Q1 Earnings Snapshot (AP Finance)
06:00AM	First Advantage Reports First Quarter 2023 Results (GlobeNewswire)
May-09-23 04:05PM	First Advantage Releases Second Annual Sustainability Report (GlobeNewswire)
03:19PM	Investors in First Advantage (NASDAQ:FA) have unfortunately lost 23% over the last year (Simply Wall St.)
Apr-25-23 07:00AM	First Advantage Announces Release of 2023 Annual Trends Report (GlobeNewswire)
Apr-13-23 07:00AM	First Advantage Introduces Latest Innovations Designed to Streamline Screening Processes and Improve Applicant Experiences (GlobeNewswire)
Mar-22-23 04:30PM	First Advantage to Release First Quarter 2023 Financial Results and Hold Investor Conference Call on May 10, 2023 (GlobeNewswire)
Feb-28-23 07:15AM	First Advantage (FA) Surpasses Q4 Earnings Estimates (Zacks) +7.40%
06:00AM	First Advantage Reports Full Year and Fourth Quarter 2022 Results (GlobeNewswire)
Feb-23-23 08:43AM	First Advantage to Participate in Evercore ISI Payments & Fintech Innovators Forum (GlobeNewswire)
Jan-31-23 07:00AM	SHRM President and CEO Johnny C. Taylor, Jr. to Keynote First Advantage Collaborate Conference (GlobeNewswire)
Jan-26-23 10:23AM	Should You Be Concerned About First Advantage Corporation's (NASDAQ:FA) ROE? (Simply Wall St.)
Jan-17-23 10:08AM	First Advantage Announces Branding of SmartHub (GlobeNewswire)
Jan-13-23 03:51PM	Climb Global (CLMB) Soars 6.7%: Is Further Upside Left in the Stock? (Zacks)
Jan-10-23 05:15PM	First Advantage to Release Fourth Quarter and Full Year 2022 Financial Results and Hold Investor Conference Call on February 28, 2023 (GlobeNewswire)
Jan-02-23 12:40PM	First Advantage's (NASDAQ:FA) Returns On Capital Are Heading Higher (Simply Wall St.)
Dec-17-22 07:34AM	First Advantage Corporation (NASDAQ:FA) Shares Could Be 48% Below Their Intrinsic Value Estimate (Simply Wall St.)
Dec-15-22 07:00AM	First Advantage Joins Global Mentorship Initiative to Mentor Underserved College Students Around the World (GlobeNewswire)
Nov-30-22 10:09AM	First Advantage (NASDAQ:FA) shareholders have endured a 27% loss from investing in the stock a year ago (Simply Wall St.) +5.64%
Nov-09-22 07:00AM	First Advantage to Participate in Upcoming Investor Conferences (GlobeNewswire) -5.93%
05:12AM	The Price Is Right For First Advantage Corporation (NASDAQ:FA) (Simply Wall St.)
Nov-08-22 07:15AM	First Advantage (FA) Q3 Earnings and Revenues Lag Estimates (Zacks) +18.61%
06:00AM	First Advantage Reports Third Quarter 2022 Results (GlobeNewswire)
Nov-02-22 10:00AM	Analysts Estimate Coherent (COHR) to Report a Decline in Earnings: What to Look Out for (Zacks) -7.33%
Nov-01-22 10:01AM	First Advantage (FA) Reports Next Week: What You Should Expect (Zacks)
Sep-21-22 07:00AM	First Advantage Releases 2022 LATAM Annual Trends Report (GlobeNewswire)
Sep-13-22 07:30AM	First Advantage to Release Third Quarter 2022 Financial Results and Hold Investor Conference Call on November 8, 2022 (GlobeNewswire)
Sep-01-22 07:00AM	First Advantage Expands Global Footprint, Opens New Office in Kraków, Poland (GlobeNewswire)
Aug-31-22 07:00AM	First Advantage to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-19-22 10:43AM	Can First Advantage Corporation (NASDAQ:FA) Improve Its Returns? (Simply Wall St.)
Aug-04-22 08:30AM	Edited Transcript of FA.OQ earnings conference call or presentation 4-Aug-22 12:30pm GMT (Thomson Reuters StreetEvents)
07:25AM	First Advantage (FA) Q2 Earnings Match Estimates (Zacks)
06:00AM	First Advantage Reports Results for the Second Quarter Ended June 30, 2022 (GlobeNewswire)
Aug-02-22 05:30PM	First Advantage Leverages Plaid APIs to Provide Near-Instant Employment Verifications (GlobeNewswire)
Jul-23-22 10:37AM	First Advantage (NASDAQ:FA) Is Reinvesting At Lower Rates Of Return (Simply Wall St.)
Jul-07-22 07:00AM	First Advantage to Release Second Quarter 2022 Financial Results and Hold Investor Conference Call on August 4, 2022 (GlobeNewswire)
Jul-06-22 11:40AM	FA or PAY: Which Is the Better Value Stock Right Now? (Zacks)
Jun-23-22 09:39AM	First Advantage (NASDAQ:FA shareholders incur further losses as stock declines 6.4% this week, taking one-year losses to 37% (Simply Wall St.)
Jun-17-22 07:00AM	First Advantage Expands Board of Directors with Appointment of Bridgett Price (GlobeNewswire)
Jun-02-22 07:00AM	First Advantage to Participate in Stifel Cross Sector Insight Conference (GlobeNewswire)
May-19-22 11:40AM	FA vs. AQUA: Which Stock Is the Better Value Option? (Zacks)
May-11-22 06:00AM	First Advantage Reports First Quarter 2022 Results (GlobeNewswire)
05:30AM	First Advantage Announces Promotion of Joelle Smith to President, Data, Technology, and Experience (GlobeNewswire)
May-04-22 07:00AM	First Advantage Releases Inaugural ESG Report (GlobeNewswire)
May-03-22 11:40AM	FA or PAY: Which Is the Better Value Stock Right Now? (Zacks)

First Advantage Corp. provides technology solutions for screening, verifications, safety, and compliance related to human capital. Its product suite includes Criminal Background Checks, Drug & Health Screening, Extended Workforce Screening, Biometrics & Identity, Education & Work Verifications, Resident Screening, Fleet & Driver Compliance, Executive Screening, Data Analytics, Continuous Monitoring, Social Media Monitoring, and Hiring Tax Incentives. The company was founded in 2003 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GAMSEY DAVID L	EVP & Chief Financial Officer	Aug 28 '24	Option Exercise	13.50	224,754	3,034,179	785,836	Aug 29 04:09 PM
Jaeger Joseph K.	President, Americas	Aug 12 '24	Sale	17.03	10,000	170,334	680,080	Aug 14 04:07 PM
Jaeger Joseph K.	Officer	Aug 12 '24	Proposed Sale	17.03	10,000	170,334		Aug 12 04:49 PM
Clark James Lindsey	Director	Jun 26 '24	Sale	15.48	2,100	32,508	42,927	Jun 28 04:34 PM
Clark James Lindsey	Director	Jun 10 '24	Sale	16.25	5,603	91,049	45,027	Jun 11 04:11 PM
Jaeger Joseph K.	President, Americas	May 13 '24	Sale	16.08	7,331	117,899	688,967	May 15 04:28 PM
Jaeger Joseph K.	President, Americas	May 14 '24	Sale	16.10	2,669	42,973	686,298	May 15 04:28 PM
Jaeger Joseph K.	President, Americas	Feb 12 '24	Sale	16.95	20,000	338,902	696,298	Feb 14 06:08 PM
Smith Joelle M	See Remarks	Sep 14 '23	Sale	14.39	10,000	143,909	24,669	Sep 18 04:10 PM
Silver Lake Group, L.L.C.	Director	Sep 15 '23	Sale	14.29	169,510	2,422,247	153,329	Sep 15 07:59 PM

Open in Screener

CPAY

Corpay Inc.

Sep 06 • 04:00PM ET

302.97

Dollar change -1.82
Percentage change -0.60	%

Technology • Software - Infrastructure • USA • NYSE

Chart Stock Detail • Compare Perf. • Short Interest • Financials • Options • Save to Portfolio • Create Alert

Held by: VTI VOO VO SPY JEPI IVV VTV XLF RSP VOT

Index	S&P 500	P/E	22.01	EPS (ttm)	13.77	Insider Own	3.63%	Shs Outstand	71.72M	Perf Week	-2.59%
Market Cap	21.04B	Forward P/E	13.66	EPS next Y	22.17	Insider Trans	-12.06%	Shs Float	66.91M	Perf Month	12.09%
Income	1.01B	PEG	1.69	EPS next Q	4.96	Inst Own	97.71%	Short Float	2.97%	Perf Quarter	15.86%
Sales	3.82B	P/S	5.51	EPS this Y	12.04%	Inst Trans	-6.15%	Short Ratio	4.27	Perf Half Y	3.38%
Book/sh	39.63	P/B	7.64	EPS next Y	16.96%	ROA	6.43%	Short Interest	1.98M	Perf Year	9.98%
Cash/sh	51.09	P/C	5.93	EPS next 5Y	13.06%	ROE	33.55%	52W Range	220.39 - 319.94	Perf YTD	7.20%
Dividend Est.	-	P/FCF	10.49	EPS past 5Y	8.43%	ROI	13.33%	52W High	-5.30%	Beta	1.22
Dividend TTM	-	Quick Ratio	1.02	Sales past 5Y	9.65%	Gross Margin	71.69%	52W Low	37.47%	ATR (14)	6.79
Dividend Ex-Date	-	Current Ratio	1.02	EPS Y/Y TTM	11.74%	Oper. Margin	45.43%	RSI (14)	56.12	Volatility	2.13% 2.21%
Employees	10500	Debt/Eq	2.67	Sales Y/Y TTM	5.32%	Profit Margin	26.41%	Recom	1.80	Target Price	325.94
Option/Short	Yes / Yes	LT Debt/Eq	1.75	EPS Q/Q	10.12%	Payout	0.00%	Rel Volume	0.61	Prev Close	304.79
Sales Surprise	0.02%	EPS Surprise	0.75%	Sales Q/Q	2.90%	Earnings	Aug 07 AMC	Avg Volume	464.28K	Price	302.97
SMA20	1.91%	SMA50	5.45%	SMA200	7.50%	Trades		Volume	283,251	Change	-0.60%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-03-24	Upgrade	Wolfe Research	Underperform → Peer Perform
Jun-05-24	Initiated	Wells Fargo	Equal Weight	$285
May-17-24	Downgrade	Wolfe Research	Peer Perform → Underperform	$295
Mar-04-24	Upgrade	Robert W. Baird	Neutral → Outperform	$325 → $330
Dec-05-23	Initiated	BMO Capital Markets	Outperform	$300
Oct-20-23	Resumed	UBS	Neutral	$280
Oct-11-23	Downgrade	Robert W. Baird	Outperform → Neutral	$275 → $302
Jul-07-23	Initiated	Deutsche Bank	Buy	$310
Mar-21-23	Upgrade	Raymond James	Mkt Perform → Outperform	$254
Feb-10-23	Upgrade	Robert W. Baird	Neutral → Outperform	$235 → $254
Jan-31-23	Upgrade	BofA Securities	Neutral → Buy	$208 → $240
Oct-20-22	Downgrade	BofA Securities	Buy → Neutral	$278 → $203
Jun-02-22	Resumed	Evercore ISI	Outperform	$300
Apr-05-22	Initiated	Wells Fargo	Overweight	$294
Jul-06-21	Resumed	Credit Suisse	Neutral	$270
Apr-01-21	Upgrade	Citigroup	Neutral → Buy	$310
Jan-06-21	Upgrade	BofA Securities	Neutral → Buy
Aug-27-20	Initiated	Mizuho	Neutral	$250
Jul-15-20	Initiated	Susquehanna	Positive	$310
Jul-14-20	Initiated	Goldman	Buy	$301

Show Previous Ratings

Aug-22-24 05:00AM	Corpay Cross-Border Named the Official FX Partner of Manchester City (Business Wire)
Aug-20-24 09:30AM	Corpay Earns 2024 Great Place to Work Certification (Business Wire)
Aug-14-24 08:00AM	Finzly Announces New Collaboration with Corpay Cross-Border to Deliver an Enhanced FX Offering for Financial Institutions (PR Newswire)
Aug-07-24 04:05PM	Corpay Reports Second Quarter 2024 Financial Results (Business Wire) +5.94%
Aug-06-24 11:05AM	Computer Guidance Customer, JP Cullen, Reaps the Benefits of eCMS Connect for Corpay (PR Newswire)
10:01AM	Loading…
Jul-31-24 10:01AM	Corpay (CPAY) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-26-24 08:30AM	Corpay to Announce Second Quarter 2024 Results on August 7, 2024 (Business Wire)
Jul-25-24 08:32AM	Implied Volatility Surging for Corpay (CPAY) Stock Options (Zacks)
08:30AM	Corpay Cross-Border Named the Official World Athletics Foreign Exchange Supplier (Business Wire)
Jul-23-24 08:30AM	Corpay Cross-Border Named the Official B2B FX Partner for AEG Presents UK in Europe (Business Wire)
Jul-22-24 12:00PM	CLC Lodging Introduces Group Reservations to Simplify Project and Long-Term Lodging Needs (Business Wire)
Jul-11-24 12:57PM	Reasons to Retain Corpay (CPAY) Stock in Your Portfolio (Zacks)
Jul-09-24 08:15AM	3 Bargain Bin Stocks with Millionaire-Maker Potential (InvestorPlace)
Jun-20-24 12:49AM	GPS Capital Markets Enters into Agreement to be Acquired by Corpay (GlobeNewswire)
Jun-19-24 04:00PM	Corpay to Acquire Cross-Border Payments Company (Business Wire)
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Jun-18-24 11:00AM	Brazilian Fintech Celcoin Announces US$125 Million Investment Led by Summit Partners (Business Wire)
Jun-17-24 04:30PM	Corpay Cross-Border Continues Global Expansion with Launch of New Office in New Zealand (Business Wire)
Jun-07-24 11:30AM	Why Is Corpay (CPAY) Down 7.7% Since Last Earnings Report? (Zacks)
08:35AM	Is Corpay Dan Loeb's Favorite Growth Stock? (Insider Monkey)
08:09AM	10 Best Growth Stocks to Buy According to Billionaire Dan Loeb (Insider Monkey)
Jun-05-24 10:00AM	Corpay Expands Business Card Solutions With New Corpay World Elite Business Mastercard (Business Wire)
May-31-24 08:00AM	Unsung Heroes: 3 Blue-Chip Stocks Flying Under the Radar (But Not for Long) (InvestorPlace)
May-30-24 06:10AM	7 Underappreciated Stocks With 25% Return Potential in 2024 (InvestorPlace)
02:48AM	7 Best Large-Cap Stocks to Buy in 2024 According to Billionaire Dan Loeb (Insider Monkey)
May-10-24 08:30AM	Corpay to Participate in Upcoming Investor Conferences (Business Wire)
May-09-24 04:42PM	S&P 500 Gains and Losses Today: Epam Systems Shares Plunge Amid Demand Challenges (Investopedia) -6.99%
11:46AM	Corpay (CPAY) Q1 Earnings Beat Estimates, Revenues Miss (Zacks)
May-08-24 10:56PM	CPAY Stock Earnings: Corpay Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:00PM	Corpay (CPAY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:30PM	Corpay (CPAY) Q1 Earnings Beat Estimates (Zacks)
05:00PM	Loading…
05:00PM	Aldrich Capital Partners Announces Sale of Paymerang to Corpay (PR Newswire)
04:15PM	Corpay Reports First Quarter 2024 Financial Results (Business Wire)
04:05PM	Corpay to Acquire a Full AP Corporate Payments Company (Business Wire)
May-07-24 08:00AM	3 Must-Own Stocks to Scoop Up if You Have $500 to Invest (InvestorPlace)
May-06-24 11:10AM	Corpay (CPAY) to Report Q1 Earnings: What's in the Offing? (Zacks)
May-03-24 09:15AM	Stay Ahead of the Game With Corpay (CPAY) Q1 Earnings: Wall Street's Insights on Key Metrics (Zacks)
May-01-24 10:01AM	Corpay (CPAY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-23-24 12:32PM	Spirit Airlines Optimizes Baggage Operations and Reduces Costs with TA Ramp (Business Wire)
Apr-22-24 04:05PM	Corpay to Announce First Quarter 2024 Results on May 8, 2024 (Business Wire)
Apr-09-24 09:00AM	Comdata's EV Payment Solution Chargepass Goes Contactless (GlobeNewswire)
Mar-27-24 04:00AM	Corpay Cross-Border Appoints Oliver Morris as new Head of Institutional Fund Services, EMEA (Business Wire)
Mar-25-24 08:00AM	FLEETCOR Announces Rebranding to Corpay (Business Wire)
Mar-14-24 01:00PM	Corpay Complete Wins Spend Management Innovation Award in 2024 FinTech Breakthrough Awards Program (GlobeNewswire)
Mar-08-24 11:54PM	Insider Sell: Fleetcor Technologies Inc (FLT) Chief Accounting Officer Alissa Vickery Sold Shares (GuruFocus.com)
Mar-07-24 08:00AM	FLEETCOR Announces Rebranding to Corpay (Business Wire)
Mar-06-24 04:05PM	FLEETCOR Invests in Brazilian Vehicle Payments Company (Business Wire)
Mar-04-24 09:45AM	Here's Why FleetCor Technologies (FLT) is a Strong Growth Stock (Zacks)
Mar-01-24 12:05AM	Decoding Fleetcor Technologies Inc (FLT): A Strategic SWOT Insight (GuruFocus.com)
Feb-16-24 08:59AM	FLEETCOR to Participate in Upcoming Investor Conferences (Business Wire)
Feb-15-24 09:45AM	Why FleetCor Technologies (FLT) is a Top Growth Stock for the Long-Term (Zacks)
Feb-08-24 04:34PM	FleetCors Q4 revenue and profit rise y/y but miss analysts estimates (FreightWaves) -9.20%
11:10AM	FLEETCOR's (FLT) Q4 Earnings and Revenues Miss Estimates (Zacks)
09:50AM	Q4 2023 Fleetcor Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
09:27AM	FLEETCOR Technologies, Inc. (NYSE:FLT) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-07-24 06:00PM	Here's What Key Metrics Tell Us About FleetCor Technologies (FLT) Q4 Earnings (Zacks)
05:15PM	FleetCor Technologies (FLT) Q4 Earnings and Revenues Miss Estimates (Zacks)
05:03PM	Business payments firm Fleetcor profit rises on higher spending (Reuters)
04:36PM	Fleetcor Technologies Inc (FLT) Posts Record Annual Revenues and Earnings for 2023 (GuruFocus.com)
04:22PM	FleetCor Technologies: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	FLEETCOR Upsizes Credit Facility by $600 million; Establishing 10b5-1 Plan to Repurchase Shares (Business Wire)
04:05PM	FLEETCOR Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-05-24 08:30AM	FLEETCOR (FLT) to Report Q4 Earnings: What's in the Offing? (Zacks)
Feb-02-24 09:15AM	Insights Into FleetCor Technologies (FLT) Q4: Wall Street Projections for Key Metrics (Zacks)
Jan-31-24 10:00AM	FleetCor Technologies (FLT) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-23-24 08:30AM	Corpay Unveils End-to-End Spend Management Solution, Corpay Complete (Business Wire)
Jan-22-24 08:30AM	FLEETCOR Technologies to Announce Fourth Quarter and Fiscal Year 2023 Results on February 7, 2024 (Business Wire)
Jan-15-24 08:30AM	Corpay Cross-Border Named the Official FX Partner for Cricket Ireland (Business Wire)
Jan-12-24 11:25AM	Reasons to Retain FLEETCOR (FLT) Stock in Your Portfolio (Zacks)
Jan-11-24 09:00AM	Chimoney and Corpay Collaborate to Revolutionize Global Payouts: Connecting 130+ Countries with Seamless Payment Solutions (GlobeNewswire)
Dec-20-23 12:40PM	CLC Lodging Launches Updated Portal for Hotel Partners (Business Wire)
Dec-19-23 08:30AM	Corpay Cross-Border Expands Global Presence with a New Office in Chennai, India (Business Wire)
Dec-12-23 09:00AM	Corpay One Launches New Business Mastercard (GlobeNewswire)
08:30AM	Corpay Cross-Border Appoints Andrew Shortreid as new SVP Global Institutional Sales (Business Wire)
Dec-08-23 02:18PM	Here's How FLEETCOR's (FLT) Shares Rose 39.4% Year to Date (Zacks)
11:30AM	Why Is FleetCor Technologies (FLT) Up 11.9% Since Last Earnings Report? (Zacks)
Dec-07-23 05:29AM	BMO Optimistic About Fintech Stocks in 2024; Here Are 3 Top Picks to Keep an Eye On (TipRanks)
Dec-05-23 08:30AM	Corpay Cross-Border Appoints Roy Farah as new SVP Global Payment Solutions (Business Wire)
Nov-15-23 04:30PM	FLEETCOR to Participate in Upcoming Investor Conferences (Business Wire)
Nov-10-23 12:04AM	Decoding Fleetcor Technologies Inc (FLT): A Strategic SWOT Insight (GuruFocus.com)
Nov-09-23 04:52PM	FLEETCOR Technologies, Inc. (NYSE:FLT) Q3 2023 Earnings Call Transcript (Insider Monkey)
01:34PM	FLEETCOR (FLT) Q3 Earnings Meet, Revenues Miss Estimates (Zacks)
10:10AM	Q3 2023 Fleetcor Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
09:00AM	REVEEL PARTNERS WITH CORPAY TO STREAMLINE INVOICING AND PAYMENT PROCESSES FOR PARCEL SHIPPING OPERATIONS (PR Newswire)
Nov-08-23 06:00PM	Compared to Estimates, FleetCor Technologies (FLT) Q3 Earnings: A Look at Key Metrics (Zacks)
05:48PM	Fleetcor Technologies Inc (FLT) Reports Solid Growth in Q3 2023 Earnings (GuruFocus.com)
04:59PM	Business payments firm Fleetcor cuts full-year profit forecast (Reuters)
04:19PM	FleetCor Technologies: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	FLEETCOR Reports Third Quarter 2023 Financial Results (Business Wire)
Nov-06-23 07:00PM	FLEETCOR® Acquires PayByPhone, a Global Digital Parking Company (Business Wire)
11:29AM	FLEETCOR (FLT) to Report Q3 Earnings: What's in the Offing? (Zacks)
09:25AM	Stay Ahead of the Game With FleetCor Technologies (FLT) Q3 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Nov-01-23 10:01AM	FleetCor Technologies (FLT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:30AM	Corpay Cross-Border Launches Risk Visualizer, Transforming FX Risk Management (Business Wire)
07:33AM	Zacks Industry Outlook Highlights Visa, Mastercard, Fiserv, Global Payments and FLEETCOR Technologies (Zacks)
Oct-31-23 11:32AM	5 Financial Transaction Stocks to Watch Amid Booming Digitization (Zacks)
Oct-26-23 08:30AM	Corpay to Become Global Foreign Exchange Partner of Cirque du Soleil (Business Wire)
Oct-23-23 08:30AM	FLEETCOR Technologies to Announce Third Quarter 2023 Results on November 8, 2023 (Business Wire)
Oct-19-23 08:11AM	AC Milan Announces Corpay Cross-Border as the Official Commercial Foreign Exchange Partner (Business Wire)
Oct-07-23 03:00PM	3 Momentum Stocks to Supercharge Your Portfolio in Q4 (InvestorPlace)
Oct-06-23 01:57PM	FLEETCOR (FLT) Rises 40% in a Year: What You Should Know (Zacks)

Corpay, Inc. engages in the provision of digital payment solutions that enables businesses to control purchases and make payments. It operates through the following geographical segments: North America, International, and Brazil. The company was founded by William Boatner Reily III and Ronald F. Clarke in 1985 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Clarke Ronald	CEO & Chairman of BOD	Sep 03 '24	Sale	309.50	160,000	49,520,000	2,038,632	Sep 04 04:09 PM
Ronald F. Clarke	Officer	Sep 03 '24	Proposed Sale	314.37	160,000	50,299,200		Sep 03 05:30 PM
Farrelly Joseph W	Director	Aug 29 '24	Sale	310.14	3,225	1,000,197	13,505	Aug 30 04:07 PM
Clarke Ronald	CEO & Chairman of BOD	Aug 28 '24	Option Exercise	149.68	100,000	14,968,000	2,270,598	Aug 30 04:05 PM
Joseph Farrelly	Director	Aug 29 '24	Proposed Sale	310.00	3,225	999,750		Aug 29 03:14 PM
Clarke Ronald	CEO & Chairman of BOD	Aug 20 '24	Option Exercise	149.68	320,000	47,897,600	2,405,307	Aug 22 05:11 PM
Vickery Alissa B	Officer	Aug 16 '24	Proposed Sale	292.38	5,276	1,542,597		Aug 16 04:37 PM
Vickery Alissa B	Chief Accounting Officer	Aug 16 '24	Option Exercise	139.97	5,276	738,498	7,073	Aug 16 04:37 PM
Vickery Alissa B	Chief Accounting Officer	Aug 16 '24	Sale	292.38	5,276	1,542,597	1,797	Aug 16 04:37 PM
Vickery Alissa B	Chief Accounting Officer	Mar 07 '24	Option Exercise	174.35	10,000	1,743,500	11,797	Jun 28 04:25 PM
Vickery Alissa B	Chief Accounting Officer	Mar 07 '24	Sale	290.31	10,000	2,903,115	1,797	Jun 28 04:25 PM
Clarke Ronald	CEO & Chairman of BOD	Mar 05 '24	Option Exercise	149.68	157,694	23,603,638	2,141,919	Mar 13 07:54 PM
Clarke Ronald	CEO & Chairman of BOD	Mar 11 '24	Option Exercise	114.90	100,000	11,490,000	2,123,491	Mar 13 07:54 PM
Clarke Ronald	CEO & Chairman of BOD	Mar 04 '24	Option Exercise	149.68	52,306	7,829,162	2,023,232	Mar 13 07:54 PM
Clarke Ronald	CEO & Chairman of BOD	Mar 05 '24	Sale	281.84	118,428	33,377,748	2,023,491	Mar 13 07:54 PM
Clarke Ronald	CEO & Chairman of BOD	Mar 04 '24	Sale	284.02	39,007	11,078,768	1,984,225	Mar 13 07:54 PM
King Alan	Group President, Global Fleet	Mar 07 '24	Option Exercise	152.31	5,000	761,550	24,114	Mar 12 04:41 PM
King Alan	Group President, Global Fleet	Mar 07 '24	Sale	290.45	7,004	2,034,345	19,114	Mar 12 04:41 PM
Vickery Alissa B	Chief Accounting Officer	Mar 07 '24	Option Exercise	174.35	10,000	1,743,500	11,885	Mar 08 07:14 PM
Vickery Alissa B	Chief Accounting Officer	Mar 07 '24	Sale	290.31	2,794	811,130	1,885	Mar 08 07:14 PM

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