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UTZ

Utz Brands Inc

May 06 • 04:00PM ET

19.26

Dollar change +0.02
Percentage change 0.10	%

Consumer Defensive • Packaged Foods • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IWM VB VXF VBK IWO VDC SCHA VTWO DES

Index	RUT	P/E	-	EPS (ttm)	-0.25	Insider Own	18.28%	Shs Outstand	81.19M	Perf Week	6.12%
Market Cap	1.57B	Forward P/E	23.23	EPS next Y	0.83	Insider Trans	-8.81%	Shs Float	66.53M	Perf Month	11.14%
Income	-19.80M	PEG	-	EPS next Q	0.16	Inst Own	91.20%	Short Float	10.94%	Perf Quarter	3.83%
Sales	1.43B	P/S	1.09	EPS this Y	24.08%	Inst Trans	-1.99%	Short Ratio	9.11	Perf Half Y	59.44%
Book/sh	8.24	P/B	2.34	EPS next Y	17.22%	ROA	-0.73%	Short Interest	7.28M	Perf Year	6.53%
Cash/sh	0.58	P/C	33.36	EPS next 5Y	20.10%	ROE	-2.91%	52W Range	11.17 - 20.04	Perf YTD	18.60%
Dividend Est.	0.24 (1.25%)	P/FCF	76.23	EPS past 5Y	-	ROI	-1.35%	52W High	-3.89%	Beta	1.01
Dividend TTM	0.23 (1.19%)	Quick Ratio	0.95	Sales past 5Y	8.77%	Gross Margin	30.29%	52W Low	72.43%	ATR (14)	0.64
Dividend Ex-Date	Apr 12, 2024	Current Ratio	1.40	EPS Y/Y TTM	-345.87%	Oper. Margin	7.46%	RSI (14)	63.13	Volatility	4.83% 3.35%
Employees	3654	Debt/Eq	1.25	Sales Y/Y TTM	1.00%	Profit Margin	-1.38%	Recom	1.58	Target Price	21.82
Option/Short	Yes / Yes	LT Debt/Eq	1.19	EPS Q/Q	56.52%	Payout	-	Rel Volume	2.12	Prev Close	19.24
Sales Surprise	-0.13%	EPS Surprise	10.58%	Sales Q/Q	-1.40%	Earnings	May 02 BMO	Avg Volume	799.52K	Price	19.26
SMA20	7.20%	SMA50	6.82%	SMA200	22.64%	Trades		Volume	1,660,125	Change	0.10%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-14-24	Upgrade	BofA Securities	Neutral → Buy	$19 → $22
Mar-01-24	Initiated	DA Davidson	Neutral	$20
Jan-03-24	Initiated	Needham	Buy	$20
Dec-20-23	Initiated	Mizuho	Buy	$19
Dec-18-23	Reiterated	RBC Capital Mkts	Outperform	$17 → $19
Oct-25-23	Initiated	Jefferies	Buy	$15
Oct-23-23	Upgrade	Stephens	Equal-Weight → Overweight	$18 → $16
Sep-26-23	Initiated	RBC Capital Mkts	Outperform	$17
Sep-13-23	Initiated	TD Cowen	Outperform	$18
Aug-12-22	Downgrade	Goldman	Buy → Neutral	$16 → $21
Jun-17-22	Upgrade	Goldman	Neutral → Buy	$16
Apr-12-22	Downgrade	Credit Suisse	Outperform → Neutral	$20 → $16.50
Feb-08-22	Downgrade	Oppenheimer	Outperform → Perform
Jan-19-22	Downgrade	Stephens	Overweight → Equal-Weight	$23 → $18
Jan-05-22	Initiated	BofA Securities	Neutral	$19
Oct-19-21	Resumed	Citigroup	Buy	$21
May-14-21	Upgrade	Stephens	Equal-Weight → Overweight
Mar-23-21	Initiated	Truist	Hold
Feb-03-21	Downgrade	DA Davidson	Buy → Neutral	$24
Jan-20-21	Initiated	Stephens	Overweight	$27

Show Previous Ratings

May-06-24 05:27PM	Utz Brands Insider Sold Shares Worth $1,283,979, According to a Recent SEC Filing (MT Newswires)
12:20PM	Why Utz Brands (UTZ) Might be Well Poised for a Surge (Zacks)
10:00AM	Utz Turns up the Heat With New Mikes Hot Honey Extra Hot Potato Chips (Business Wire)
May-03-24 11:11AM	Utz Brands, Inc. (NYSE:UTZ) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:22AM	Utz Brands Inc (UTZ) Q1 2024 Earnings Call Transcript Highlights: Strong Start with Robust ... (GuruFocus.com)
11:24AM	Loading…
May-02-24 11:24AM	Utz Brands Shares Rise After Higher Q1 Adjusted Earnings, Updated 2024 EPS Outlook (MT Newswires) +7.83%
10:55AM	UTZ Stock Earnings: Utz Brands Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
08:06AM	Utz Brands Inc (UTZ) Q1 2024 Earnings: Adjusted EPS Growth Surpasses Analyst Expectations (GuruFocus.com)
07:40AM	Utz Brands (UTZ) Q1 Earnings Beat Estimates (Zacks)
06:40AM	Utz Brands: Q1 Earnings Snapshot (Associated Press Finance)
06:37AM	Utz's (NYSE:UTZ) Q1 Earnings Results: Revenue In Line With Expectations (StockStory)
06:30AM	Utz Brands Reports First Quarter 2024 Results (Business Wire)
May-01-24 03:13AM	Utz (UTZ) Q1 Earnings: What To Expect (StockStory)
Apr-18-24 09:00AM	Utz Brands Announces Continued Acceleration of Supply Chain Transformation Strategy and Completes Term Loan Repricing (Business Wire)
Apr-16-24 04:05PM	Utz Brands to Report First Quarter 2024 Financial Results on May 2, 2024 (Business Wire)
05:49AM	Loading…
05:49AM	Reflecting On Shelf-Stable Food Stocks Q4 Earnings: Utz (NYSE:UTZ) (StockStory)
Apr-15-24 03:58AM	Q4 Rundown: B&G Foods (NYSE:BGS) Vs Other Shelf-Stable Food Stocks (StockStory)
Apr-11-24 09:00AM	Zapps Encourages Everyone to Bounce to the Flavor in New Campaign, Celebrating the Snack Companys New Orleans Roots (Business Wire)
Mar-28-24 04:05PM	Utz Brands, Inc. Increases Quarterly Cash Dividend (Business Wire)
Mar-14-24 03:35PM	20 Biggest Snack Companies in the World (Insider Monkey)
Mar-11-24 10:00AM	Utz Brands Showcases Better-For-You Portfolio at Natural Products Expo West (Business Wire)
Mar-06-24 04:30PM	Utz Brands, Inc. to Webcast Presentation at the BofA Securities 2024 Consumer & Retail Conference on March 12 (Business Wire)
Mar-01-24 09:48AM	Utz Brands, Inc. (NYSE:UTZ) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 06:58AM	Utz Brands: Q4 Earnings Snapshot (Associated Press Finance)
06:53AM	Utz (NYSE:UTZ) Misses Q4 Sales Targets (StockStory)
06:30AM	Utz Brands Reports Fourth Quarter and Full-Year 2023 Results (Business Wire)
Feb-28-24 02:01AM	Utz Earnings: What To Look For From UTZ (StockStory)
Feb-27-24 10:00AM	Utz Unveils New Mixed Minis Pretzels (Business Wire)
Feb-22-24 10:00AM	Utz Brands (UTZ) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Feb-21-24 02:38AM	UTZ, CELH, BRBR: Which High-Growth Food/Drink Stock Is Best? (TipRanks)
09:00AM	Loading…
Jan-31-24 09:00AM	Utz Brands Announces Acceleration of Supply Chain Transformation and Brand Portfolio Strategy (Business Wire)
08:51AM	Utz to sell 2 brands and manufacturing facilities to Popchips owner for $182.5M (Food Dive)
Jan-25-24 05:10PM	Utz Quality Foods Issues Allergy Alert on Undeclared Milk in Utz® Wavy Original Potato Chips in Metro New York Area (Business Wire)
Jan-19-24 06:34AM	Q3 Earnings Highlights: General Mills (NYSE:GIS) Vs The Rest Of The Packaged Food Stocks (StockStory)
Jan-16-24 02:37AM	Q4 Earnings Highs And Lows: Conagra (NYSE:CAG) Vs The Rest Of The Packaged Food Stocks (StockStory)
Jan-03-24 03:57AM	Utz taps Jennifer Bentz as new innovation and marketing leader (Food Dive)
Dec-22-23 04:30AM	This Snack-Food Stock Is Small but Loaded With Upside. Why Its a Buy. (Barrons.com)
Dec-20-23 09:45AM	Your Dietitian Wouldn't Munch on Utz Brands as a Long, and Neither Would I (TheStreet.com)
Dec-15-23 09:15AM	Utz Brands to Introduce Long-Term Growth Strategy at 2023 Investor Day (Business Wire)
08:50AM	Mighty Minis: 7 Small-Cap Stocks That Punch Above Their Weight (InvestorPlace)
05:15AM	Utz Brands Inc's Dividend Analysis (GuruFocus.com)
Dec-07-23 05:00PM	Campbell Soup CEO on military peers turned business leaders (Yahoo Finance Video)
04:05PM	Utz Brands, Inc. Declares Quarterly Cash Dividend (Business Wire)
Dec-06-23 10:00AM	Boulder Canyon and Grillos Pickles Team Up to Launch a Limited Time Only Classic Dill Pickle Kettle Style Potato Chip (Business Wire)
Nov-27-23 10:53AM	Implied Volatility Surging for On Utz Brands (UTZ) Stock Options (Zacks)
Nov-14-23 08:00AM	Utz Brands Appoints Mitchell Arends as Executive Vice President, Chief Integrated Supply Chain Officer and Cary Devore to Executive Vice President, Chief Operating and Transformation Officer (Business Wire)
Nov-13-23 04:05PM	Utz Brands, Inc. to Webcast Presentation at the Stephens Annual Investment Conference on November 15 (Business Wire)
Nov-11-23 12:24PM	Utz Brands, Inc. (NYSE:UTZ) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-10-23 01:44AM	Q3 2023 UTZ Brands Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-09-23 07:09AM	Utz Brands Inc (UTZ) Reports Growth in Net Sales and Adjusted EBITDA in Q3 2023 (GuruFocus.com)
06:45AM	Utz Brands: Q3 Earnings Snapshot (Associated Press Finance)
06:30AM	Utz Brands Reports Third Quarter 2023 Results (Business Wire)
Nov-02-23 10:00AM	Utz Brands (UTZ) Reports Next Week: What Awaits? (Zacks)
Oct-26-23 04:05PM	Utz Brands to Report Third Quarter 2023 Financial Results on November 9, 2023 (Business Wire)
Oct-23-23 03:04PM	Here's Why We Favor Coty and PepsiCo Over Their Competition (TheStreet.com)
Oct-12-23 08:12AM	Here's Why Molson Coors (TAP) is Marching Ahead of Its Industry (Zacks) -7.88%
Oct-11-23 09:45AM	Can Clorox (CLX) Rebound on Pricing & Cost-Saving Efforts? (Zacks)
Oct-05-23 08:42AM	Implied Volatility Surging for On Utz Brands (UTZ) Stock Options (Zacks) -6.39%
Sep-29-23 08:30AM	Utz Brands, Inc. Announces Network Optimization Initiatives to Support Volume Growth and Reduce Costs (Business Wire)
Sep-28-23 07:34PM	Utz Brands (UTZ): An Undervalued Gem or a Risky Bet? (GuruFocus.com) -5.17%
01:03PM	Unraveling the Challenges Ahead for Utz Brands Inc (UTZ) (GuruFocus.com)
Sep-26-23 02:30PM	Ozempic and Other Weight-Loss Drugs Have Pummeled This Stock. It May Be a Buy. (Barrons.com)
02:12PM	We Like Our Snack Positioning, Even When the Chips Are Down (TheStreet.com)
10:40AM	Snack Stock Utz May Be a Buy, Says Analyst (Barrons.com)
Sep-22-23 12:03PM	Unraveling the Challenges Ahead for Utz Brands Inc (UTZ) (GuruFocus.com)
11:44AM	Unveiling Utz Brands (UTZ)'s Value: Is It Really Priced Right? A Comprehensive Guide (GuruFocus.com)
10:43AM	Growth Efforts to Aid Constellation Brands (STZ) Amid High Costs (Zacks)
Sep-20-23 10:01AM	Its Official One Lucky Utz Fan Wins Free Utz Snacks for Life! (Business Wire)
08:22AM	Keurig Dr Pepper (KDP) Cheers Investors With Dividend Hike (Zacks)
Sep-19-23 10:01AM	Zapps Sinfully-Seasoned Pretzel Stix Strike Gold Again as Winner in Progressive Grocers 2023 Editors Picks Awards (Business Wire)
Sep-15-23 07:14AM	Unpacking Utz Brands Inc's Dividend Performance and Sustainability (GuruFocus.com)
Sep-14-23 11:43AM	AB InBev (BUD) on Track With Its Growth Efforts: Apt to Hold? (Zacks)
Sep-12-23 11:04AM	Molson Coors (TAP) Extends ZOA Energy Deal to Expand Beyond Beer (Zacks)
Sep-11-23 11:31AM	Can Strategic Growth Efforts Aid Clorox (CLX) Amid High Costs? (Zacks)
Sep-07-23 04:05PM	Utz Brands, Inc. Declares Quarterly Cash Dividend (Business Wire)
Sep-06-23 10:26AM	Nu Skin (NUS) Appears Dull on High Cost & Currency Headwinds (Zacks)
09:58AM	Nomad Foods (NOMD) Reaffirms Q3 & Full-Year 2023 Guidance (Zacks)
Sep-05-23 12:07PM	B&G Foods (BGS) Gains on Pricing Actions & Prudent Buyouts (Zacks)
09:34AM	Can Strategic Growth Endeavors Aid Newell (NWL) Amid Inflation? (Zacks)
Sep-01-23 10:47AM	Factors That Make Helen of Troy (HELE) an Attractive Bet Now (Zacks)
10:39AM	Strategic Pricing Actions Aid Lamb Weston (LW), High Costs Ail (Zacks)
Aug-31-23 10:01AM	Hormel Foods (HRL) Stock Dips on Q3 Earnings & Sales Miss (Zacks)
05:55AM	Church & Dwight (CHD) Up More Than 15% YTD: Will It Stay? (Zacks)
Aug-30-23 04:05PM	Utz Brands, Inc. To Webcast Presentations at Upcoming Investor Conferences (Business Wire)
Aug-29-23 11:29AM	Strength in Brand Portfolio Aids Kellogg (K), Rising Costs Ail (Zacks)
11:24AM	Nu Skin (NUS) Down More Than 30% in 3 Months: Here's Why (Zacks)
Aug-24-23 11:29AM	Accelerate Strategy Aids General Mills (GIS), High Costs Hurt (Zacks)
11:28AM	Helen of Troy (HELE) Up More Than 20% in 3 Months: Here's Why (Zacks)
08:30AM	Utz Brands Releases 2022 Environmental, Social and Governance (ESG) Report (Business Wire)
Aug-22-23 10:23AM	Capacity Expansions Aid Lamb Weston (LW), High Costs Ail (Zacks)
10:21AM	COTY's Q4 Earnings Underperform Estimates, Sales Increase (Zacks)
Aug-17-23 08:50AM	Church & Dwight (CHD) Poised on Prudent Buyouts & Innovations (Zacks)
08:48AM	Campbell Soup (CPB) Benefits From Saving Plans Amid High Costs (Zacks)
Aug-13-23 08:09AM	The Utz Brands, Inc. (NYSE:UTZ) Second-Quarter Results Are Out And Analysts Have Published New Forecasts (Simply Wall St.)
06:18AM	Utz Brands, Inc. (NYSE:UTZ) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-11-23 10:27AM	Helen of Troy (HELE) Poised on Leadership Brands, Strategies (Zacks)
Aug-10-23 02:27PM	Here's Something for PepsiCo Investors to Snack On (TheStreet.com)
12:27PM	Lamb Weston (LW) Gains on Pricing Action Amid Cost Inflation (Zacks)
07:50AM	Utz Brands (UTZ) Matches Q2 Earnings Estimates (Zacks)
06:39AM	Utz Brands: Q2 Earnings Snapshot (AP Finance)

UTZ Brands, Inc. manufactures, markets, and distributes branded snacking products. It offers a broad range of salty snacks, including potato chips, pretzels, cheese, veggie, other snacks and pork skins. The firm's brands include Utz, Zapp's, Golden Flake, Good Health, Boulder Canyon and Hawaiian. The company was founded in 1921 and is headquartered in Hanover, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schreiber Mark	EVP & Chief Customer Officer	May 06 '24	Sale	19.47	20,103	391,385	108,126	May 06 09:41 PM
DEROMEDI ROGER K	Director	May 02 '24	Sale	19.45	66,027	1,283,979	2,315,693	May 06 05:20 PM
Chu Chinh	10% Owner	Mar 14 '24	Sale	18.14	244,712	4,439,076	3,311,442	Mar 15 09:08 PM
CC Collier Holdings, LLC	10% Owner	Mar 14 '24	Sale	18.14	244,712	4,439,076	3,311,442	Mar 15 09:06 PM
CC Collier Holdings, LLC	10% Owner	Mar 13 '24	Sale	17.80	92,226	1,641,623	3,556,154	Mar 15 09:06 PM
Chu Chinh	10% Owner	Mar 13 '24	Sale	17.80	92,226	1,641,623	3,556,154	Mar 15 09:08 PM
Series U of UM Partners, LLC	10% Owner	Mar 04 '24	Sale	17.40	446,250	7,764,750	397,885	Mar 04 09:58 PM
Series R of UM Partners, LLC	10% Owner	Mar 04 '24	Sale	17.40	78,750	1,370,250	70,215	Mar 04 09:59 PM
DEROMEDI ROGER K	Director	Feb 26 '24	Sale	19.13	3,785	72,403	3,399,470	Feb 26 05:25 PM
DEROMEDI ROGER K	Director	Feb 23 '24	Sale	19.11	23,715	453,156	3,403,255	Feb 26 05:25 PM
DEROMEDI ROGER K	Director	Feb 22 '24	Sale	19.04	13,377	254,670	3,426,970	Feb 26 05:25 PM
DEROMEDI ROGER K	Director	Feb 20 '24	Sale	19.07	7,010	133,681	3,440,347	Feb 20 08:47 PM
DEROMEDI ROGER K	Director	Feb 16 '24	Sale	19.02	69,295	1,318,268	3,447,357	Feb 20 08:47 PM
DEROMEDI ROGER K	Director	Feb 15 '24	Sale	19.10	32,052	612,283	3,516,652	Feb 20 08:47 PM
DEROMEDI ROGER K	Director	Feb 12 '24	Sale	19.03	13,446	255,885	3,548,704	Feb 14 04:39 PM
Series U of UM Partners, LLC	10% Owner	Feb 12 '24	Sale	19.03	5,865	111,604	844,135	Feb 14 04:22 PM
Series R of UM Partners, LLC	10% Owner	Feb 12 '24	Sale	19.03	1,035	19,695	148,965	Feb 14 04:23 PM
Shea Theresa Robbins	EVP and General Counsel	Nov 20 '23	Buy	13.11	763	9,999	31,084	Nov 21 04:24 PM
Lissette Dylan	Director	Nov 14 '23	Buy	12.80	15,686	200,781	110,999	Nov 15 04:14 PM
Lissette Dylan	Director	Jun 09 '23	Buy	15.75	15,873	250,000	95,313	Jun 12 04:49 PM

Open in Screener

PH

Parker-Hannifin Corp.

May 06 • 04:00PM ET

550.79

Dollar change +14.61
Percentage change 2.72	%

Industrials • Specialty Industrial Machinery • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

PH Parker-Hannifin Corp. daily Stock Chart

Held by: VTI VOO IVV VTV PAVE IWR IWD IWS RSP PPA

Index	S&P 500	P/E	25.94	EPS (ttm)	21.23	Insider Own	0.63%	Shs Outstand	128.43M	Perf Week	-0.66%
Market Cap	70.73B	Forward P/E	20.77	EPS next Y	26.51	Insider Trans	-3.87%	Shs Float	127.60M	Perf Month	-2.80%
Income	2.77B	PEG	2.21	EPS next Q	6.21	Inst Own	84.40%	Short Float	0.79%	Perf Quarter	8.24%
Sales	19.84B	P/S	3.57	EPS this Y	14.94%	Inst Trans	-0.42%	Short Ratio	1.72	Perf Half Y	36.14%
Book/sh	90.17	P/B	6.11	EPS next Y	7.04%	ROA	9.21%	Short Interest	1.00M	Perf Year	70.90%
Cash/sh	3.24	P/C	170.24	EPS next 5Y	11.76%	ROE	25.90%	52W Range	319.14 - 570.15	Perf YTD	19.56%
Dividend Est.	6.00 (1.09%)	P/FCF	24.05	EPS past 5Y	15.42%	ROI	14.66%	52W High	-3.40%	Beta	1.47
Dividend TTM	5.92 (1.07%)	Quick Ratio	0.50	Sales past 5Y	6.25%	Gross Margin	35.90%	52W Low	72.59%	ATR (14)	13.01
Dividend Ex-Date	May 09, 2024	Current Ratio	0.87	EPS Y/Y TTM	84.04%	Oper. Margin	19.46%	RSI (14)	53.86	Volatility	2.63% 2.28%
Employees	62730	Debt/Eq	0.98	Sales Y/Y TTM	9.26%	Profit Margin	13.95%	Recom	1.77	Target Price	605.79
Option/Short	Yes / Yes	LT Debt/Eq	0.63	EPS Q/Q	22.55%	Payout	34.09%	Rel Volume	1.03	Prev Close	536.18
Sales Surprise	0.18%	EPS Surprise	6.45%	Sales Q/Q	0.25%	Earnings	May 02 BMO	Avg Volume	583.78K	Price	550.79
SMA20	0.71%	SMA50	1.16%	SMA200	20.36%	Trades		Volume	674,698	Change	2.72%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-14-24	Initiated	Truist	Buy	$602
Mar-01-24	Upgrade	TD Cowen	Underperform → Market Perform	$300 → $500
Dec-11-23	Downgrade	Wolfe Research	Outperform → Peer Perform
Nov-09-23	Upgrade	Deutsche Bank	Hold → Buy	$462 → $506
Oct-05-23	Upgrade	BofA Securities	Neutral → Buy	$435 → $475
Jan-06-23	Initiated	Morgan Stanley	Equal-Weight	$311
Oct-14-22	Resumed	Citigroup	Neutral	$285
Sep-20-22	Resumed	BofA Securities	Neutral	$315
Dec-17-21	Initiated	Mizuho	Neutral	$345
Dec-13-21	Resumed	Goldman	Buy	$375
Oct-08-21	Initiated	Wells Fargo	Overweight	$337
Aug-06-21	Downgrade	Deutsche Bank	Buy → Hold	$366 → $327
Jun-23-21	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$350
Jul-08-20	Reiterated	Stifel	Buy	$180 → $202
Jun-16-20	Upgrade	Gordon Haskett	Hold → Buy	$163 → $229
May-11-20	Upgrade	Argus	Hold → Buy
Apr-29-20	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$181
Apr-15-20	Upgrade	Wolfe Research	Peer Perform → Outperform
Mar-27-20	Upgrade	Jefferies	Hold → Buy	$130 → $160
Dec-17-19	Upgrade	Stifel	Hold → Buy	$199 → $229

Show Previous Ratings

May-06-24 11:26AM	Wells Fargo Adjusts Price Target on Parker-Hannifin to $630 From $640, Maintains Overweight Rating (MT Newswires)
08:06AM	Argus Adjusts Price Target on Parker-Hannifin to $590 From $550 (MT Newswires)
06:08AM	Jefferies Adjusts Price Target on Parker-Hannifin to $630 From $655, Keeps Buy Rating (MT Newswires)
May-03-24 12:43PM	Parker-Hannifin Corporation (NYSE:PH) Q3 2024 Earnings Call Transcript (Insider Monkey)
10:34AM	Mizuho Adjusts Price Target on Parker-Hannifin to $550 From $490 (MT Newswires)
10:14AM	Loading…
10:14AM	Goldmans Sachs Adjusts Price Target on Parker-Hannifin to $655 From $628 (MT Newswires)
10:06AM	Deutsche Bank Adjusts Price Target on Parker-Hannifin to $608 From $576 (MT Newswires)
09:58AM	Goldman Sachs Adjusts Price Target on Parker-Hannifin to $655 From $628 (MT Newswires)
09:30AM	Barclays Adjusts Price Target on Parker-Hannifin to $618 From $625 (MT Newswires)
09:26AM	Truist Adjusts Parker-Hannifin's Price Target to $611 From $602, Keeps Buy Rating (MT Newswires)
03:46AM	Parker Hannifin Corp (PH) (Q3 2024) Earnings Call Transcript Highlights: Record Sales and ... (GuruFocus.com)
03:05AM	Q3 2024 Parker-Hannifin Corp Earnings Call (Thomson Reuters StreetEvents)
May-02-24 11:18PM	Analyst Report: Parker-Hannifin Corporation (Morningstar Research)
12:06PM	Parker-Hannifin (PH) Q3 Earnings Top Estimates, Sales View Up (Zacks)
10:00AM	Parker-Hannifin (PH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:12AM	Loading…
09:12AM	Parker Hannifin Corp (PH) Reports Record Fiscal 2024 Third Quarter Results, Surpassing Analyst ... (GuruFocus.com)
08:45AM	Parker Hannifin raises annual profit view on robust aerospace sector demand (Reuters)
08:40AM	Parker-Hannifin (PH) Q3 Earnings Top Estimates (Zacks)
08:22AM	Parker-Hannifin's Fiscal Q3 Adjusted Earnings, Net Sales Rise; Fiscal 2024 Guidance Revised (MT Newswires)
07:38AM	Parker-Hannifin: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:30AM	Parker Reports Fiscal 2024 Third Quarter Results (GlobeNewswire)
May-01-24 08:33AM	Parker-Hannifin (PH) to Post Q3 Earnings: Is a Beat in Store? (Zacks)
Apr-29-24 09:16AM	Curious about Parker-Hannifin (PH) Q3 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Apr-28-24 09:57AM	10 Stocks with Latest Dividend Increases (Insider Monkey)
Apr-25-24 05:00PM	Parker Increases Quarterly Cash Dividend 10% to $1.63 per Share (GlobeNewswire)
10:01AM	Parker-Hannifin (PH) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-24-24 10:00AM	Parker Aerospace Joins HyFIVE Consortium to Advance Aviation Liquid Hydrogen Fuel System Development (Business Wire)
03:02AM	14 Dividend Growth Stocks with Highest Growth Rates (Insider Monkey)
Apr-22-24 05:00PM	Parker to Announce Fiscal 2024 Third Quarter Earnings on May 2; Conference Call and Webcast Scheduled for 11 a.m. Eastern Time (GlobeNewswire)
Apr-18-24 08:49AM	15 Best Low Cost ETFs (Insider Monkey)
08:15AM	Loading…
08:15AM	14 Best Large Cap Dividend Growth Stocks To Buy Now (Insider Monkey)
Apr-05-24 12:10PM	Will Parker-Hannifin (PH) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-03-24 04:30PM	Parker to Host 2024 Investor Meeting in New York on May 16 at 2:00 p.m. Eastern Time (GlobeNewswire)
Apr-02-24 09:48AM	Reasons Why Parker-Hannifin (PH) Should be in Your Portfolio (Zacks)
06:02AM	Here's Why Carillon Chartwell Mid Cap Value Fund Sold Parker-Hannifin Corporation (PH) (Insider Monkey)
Apr-01-24 12:00PM	Parker-Hannifin (PH) is a Great Momentum Stock: Should You Buy? (Zacks)
Mar-30-24 06:18AM	10 Best Industrial Machinery Stocks to Invest In (Insider Monkey)
Mar-12-24 05:00PM	Parker Scheduled to Present at the Bank of America Global Industrials Conference on March 19 at 11:25 a.m. Greenwich Mean Time (7:25 a.m. Eastern Time) (GlobeNewswire)
Mar-10-24 08:00AM	The 7 Best Dividend Stocks to Buy in the S&P 500: March 2024 (InvestorPlace)
Mar-08-24 09:13AM	12 Best Hot Stocks to Buy For March (Insider Monkey)
07:41AM	Several Reasons for the Outperformance of Parker-Hannifin Corporation (PH) (Insider Monkey)
07:23AM	Webster Financial Corporation (WBS) Surged Along with Other Financials (Insider Monkey)
05:08AM	Here's What Supported CubeSmart (CUBE) in Q4 (Insider Monkey)
Mar-07-24 08:17AM	Parker-Hannifin (PH) Up 46.5% in a Year: Will the Trend Last? (Zacks)
07:45AM	2 Magnificent Dividend Growth Stocks to Buy Hand Over Fist (Motley Fool)
Feb-28-24 12:45PM	Is Parker-Hannifin (PH) a Solid Growth Stock? 3 Reasons to Think 'Yes' (Zacks)
Feb-22-24 05:00PM	Parker Scheduled to Present at the Evercore ISI Industrial Conference on March 5 at 11:20 a.m. Eastern Time (GlobeNewswire)
Feb-15-24 05:00PM	Parker Scheduled to Present at Barclays 41st Annual Industrial Select Conference on February 21 at 10:20 a.m. Eastern Time (GlobeNewswire)
Feb-13-24 05:00PM	Parker Scheduled to Present at Citi's 2024 Global Industrial Tech and Mobility Conference on February 20 at 11:20 a.m. Eastern Time (GlobeNewswire)
Feb-12-24 12:45PM	Parker-Hannifin (PH) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Feb-07-24 05:33AM	Parker Hannifin Corp's Dividend Analysis (GuruFocus.com)
12:01AM	Decoding Parker Hannifin Corp (PH): A Strategic SWOT Insight (GuruFocus.com)
Feb-06-24 12:00PM	What Makes Parker-Hannifin (PH) a Strong Momentum Stock: Buy Now? (Zacks)
Feb-02-24 10:27AM	Parker-Hannifin Corporation (NYSE:PH) Q2 2024 Earnings Call Transcript (Insider Monkey)
09:35AM	Parker-Hannifin (PH) Just Overtook the 20-Day Moving Average (Zacks)
02:59AM	Q2 2024 Parker-Hannifin Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-01-24 11:24PM	Analyst Report: Parker-Hannifin Corporation (Morningstar Research) +7.68%
12:54PM	Parker Hannifin Corp Reports Strong Fiscal 2024 Q2 Results with Record Adjusted Earnings (GuruFocus.com)
12:24PM	Parker-Hannifin (PH) Q2 Earnings Top Estimates, Revenues Miss (Zacks)
10:00AM	Parker-Hannifin (PH) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
08:45AM	Parker Hannifin raises full-year estimates on sustained demand from plane manufacturers (Reuters)
08:40AM	Parker-Hannifin (PH) Q2 Earnings Beat Estimates (Zacks)
07:43AM	Parker-Hannifin: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
07:30AM	Parker Reports Fiscal 2024 Second Quarter Results (GlobeNewswire)
Jan-31-24 09:15AM	Parker-Hannifin Corporation (PH) Hit a 52 Week High, Can the Run Continue? (Zacks)
Jan-29-24 09:16AM	Unveiling Parker-Hannifin (PH) Q2 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Jan-28-24 01:14PM	25 Best Dividend Growth Stocks to Buy and Hold in 2024 (Insider Monkey)
Jan-26-24 12:45PM	3 Reasons Growth Investors Will Love Parker-Hannifin (PH) (Zacks)
07:59AM	Parker-Hannifin (PH) to Post Q2 Earnings: Is a Beat in Store? (Zacks)
Jan-25-24 05:00PM	Parker Declares Quarterly Cash Dividend (GlobeNewswire)
10:00AM	Parker-Hannifin (PH) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-24-24 05:00PM	Parker to Announce Fiscal 2024 Second Quarter Earnings on February 1; Conference Call and Webcast Scheduled for 11 a.m. Eastern (GlobeNewswire)
Jan-18-24 07:32PM	Analyst Report: Parker-Hannifin Corporation (Morningstar Research)
Jan-12-24 09:15AM	Parker-Hannifin Corporation (PH) Soars to 52-Week High, Time to Cash Out? (Zacks)
Jan-03-24 08:15AM	Reasons to Add Parker-Hannifin (PH) to Your Portfolio Now (Zacks)
Dec-19-23 09:45AM	Parker-Hannifin (PH) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
09:00AM	Parker Becomes the Official Control Systems Partner to American Magic for the 2024 America's Cup (GlobeNewswire)
Dec-18-23 08:00AM	Parker-Hannifin: A 67-Year Dividend Grower With Potential 40% Upside (GuruFocus.com)
Dec-08-23 08:47AM	Parker-Hannifin (PH) Up 48.5% in a Year: Will the Trend Last? (Zacks)
Nov-16-23 09:45AM	Here's Why Parker-Hannifin (PH) is a Strong Growth Stock (Zacks)
Nov-15-23 02:44PM	Analyst Report: Parker-Hannifin Corporation (Morningstar Research)
Nov-13-23 12:00PM	What Makes Parker-Hannifin (PH) a New Buy Stock (Zacks)
Nov-09-23 10:05AM	Tesla initiated, Kellanova upgraded: Wall Street's top analyst calls (The Fly)
Nov-08-23 12:45AM	Parker-Hannafin has 'clear room for multiple expansion': 5 big analyst picks (Investing.com)
12:14AM	The Parker Hannifin Corp (PH) Company: A Short SWOT Analysis (GuruFocus.com)
Nov-07-23 01:03PM	Analyst Report: Parker-Hannifin Corporation (Morningstar Research)
08:00AM	Parker's Fiscal Year 2023 Sustainability Report Highlights Progress in Protecting the Environment, Advancing Clean Technologies and Strengthening Communities (GlobeNewswire)
Nov-04-23 01:23PM	Parker-Hannifin Corporation (NYSE:PH) Q1 2024 Earnings Call Transcript (Insider Monkey)
Nov-03-23 04:15PM	Parker Scheduled to Present at Robert W. Baird Global Industrial Conference on November 7 at 11:25 a.m. Central Time (12:25 p.m. Eastern Time) (GlobeNewswire)
06:55AM	Q1 2024 Parker-Hannifin Corp Earnings Call (Thomson Reuters StreetEvents)
Nov-02-23 04:01PM	Analyst Report: Parker-Hannifin Corporation (Morningstar Research) +9.21%
12:00PM	Parker-Hannifin (PH) Q1 Earnings Beat, Revenues Up 14.5% Y/Y (Zacks)
10:30AM	Parker-Hannifin (PH) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:29AM	Parker Hannifin Corp (PH) Reports 15% Sales Increase in Q1 Fiscal 2024 (GuruFocus.com)
09:24AM	Parker Hannifin lifts profit view after aviation parts demand booms (Reuters)
07:45AM	Parker-Hannifin: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
07:30AM	Parker Reports Fiscal 2024 First Quarter Results (GlobeNewswire)
Oct-31-23 11:25AM	Eaton (ETN) Q3 Earnings Beat Estimates, 2023 Guidance Raised (Zacks)
08:05AM	Xylem (XYL) Q3 Earnings and Revenues Surpass Estimates (Zacks)
Oct-30-23 09:00AM	Parker Announces Leadership Changes for Key Operating Groups (GlobeNewswire)

Parker-Hannifin Corp. engages in the manufacture of motion and control technologies and systems. It operates through Diversified Industrial and Aerospace Systems segments. The Diversified Industrial segment sells products to both original equipment manufacturers and distributors who serve the replacement markets in manufacturing, packaging, processing, transportation, mobile construction, refrigeration and air conditioning, agricultural and military machinery, and equipment industries. The Aerospace Systems segment offers products primarily in the commercial and military aerospace markets to both OEMs and to end users for spares, maintenance, repair, and overhaul. The company was founded by Arthur L. Parker in 1918 and is headquartered in Cleveland, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Parmentier Jennifer A	Chief Executive Officer	Feb 07 '24	Option Exercise	158.79	7,840	1,244,914	31,871	Feb 09 04:06 PM
Scott Patrick	VP & Pres.-Fluid Conn.	Feb 07 '24	Option Exercise	158.79	1,640	260,416	4,860	Feb 09 04:08 PM
Parmentier Jennifer A	Chief Executive Officer	Feb 07 '24	Sale	516.69	3,307	1,708,694	24,031	Feb 09 04:06 PM
Scott Patrick	VP & Pres.-Fluid Conn.	Feb 07 '24	Sale	514.30	787	404,754	3,220	Feb 09 04:08 PM
Hart Mark J	EVP-HR & External Affairs	Feb 02 '24	Option Exercise	158.90	13,020	2,068,878	20,083	Feb 06 04:59 PM
Malone Robert W	VP & Pres.-Filtration Grp.	Feb 02 '24	Option Exercise	166.49	9,740	1,621,613	15,606	Feb 06 04:51 PM
Ross Andrew D	Chief Operating Officer	Feb 02 '24	Option Exercise	166.49	9,740	1,621,613	22,860	Feb 06 04:53 PM
Gentile Thomas C	VP-Global Supply Chain	Feb 02 '24	Option Exercise	163.63	7,245	1,185,469	12,710	Feb 06 04:57 PM
Bracht Berend	VP & Pres. Motion Sys. Grp.	Feb 02 '24	Option Exercise	182.84	5,480	1,001,981	10,680	Feb 06 04:50 PM
Parel Dinu J	VP & Chief Digital & Info Off.	Feb 02 '24	Option Exercise	158.90	5,080	807,212	11,642	Feb 06 04:55 PM
Ives Angela R	VP & Controller	Feb 02 '24	Option Exercise	162.35	800	129,881	2,671	Feb 06 04:47 PM
Hart Mark J	EVP-HR & External Affairs	Feb 02 '24	Sale	502.94	5,197	2,613,779	7,063	Feb 06 04:59 PM
Ross Andrew D	Chief Operating Officer	Feb 02 '24	Sale	510.16	3,904	1,991,665	13,120	Feb 06 04:53 PM
Malone Robert W	VP & Pres.-Filtration Grp.	Feb 02 '24	Sale	506.24	3,890	1,969,274	5,866	Feb 06 04:51 PM
Gentile Thomas C	VP-Global Supply Chain	Feb 02 '24	Sale	501.72	2,978	1,494,122	5,465	Feb 06 04:57 PM
Parel Dinu J	VP & Chief Digital & Info Off.	Feb 02 '24	Sale	507.66	2,208	1,120,913	6,562	Feb 06 04:55 PM
Bracht Berend	VP & Pres. Motion Sys. Grp.	Feb 02 '24	Sale	500.91	2,222	1,113,022	5,200	Feb 06 04:50 PM
Czaja Mark T	VP & Chief Tech. & Info Off.	Feb 02 '24	Sale	505.29	510	257,698	1,731	Feb 06 04:45 PM
Ives Angela R	VP & Controller	Feb 02 '24	Sale	498.00	367	182,766	1,871	Feb 06 04:47 PM
Leonti Joseph R	VP, Gen Counsel & Secretary	Nov 14 '23	Option Exercise	268.79	10,516	2,826,580	32,529	Nov 16 04:25 PM
Leonti Joseph R	VP, Gen Counsel & Secretary	Nov 14 '23	Sale	429.48	7,167	3,078,105	17,013	Nov 16 04:25 PM
SCAMINACE JOSEPH	Director	Sep 12 '23	Sale	409.91	1,660	680,451	5,487	Sep 14 04:16 PM
Leombruno Todd M.	EVP & CFO	Aug 29 '23	Option Exercise	118.37	3,050	361,028	18,506	Aug 30 04:15 PM
Leombruno Todd M.	EVP & CFO	Aug 29 '23	Sale	416.11	5,002	2,081,395	11,656	Aug 30 04:15 PM
Harty Linda S	Director	Aug 07 '23	Sale	424.28	1,487	630,904	4,344	Aug 09 04:59 PM
Sherrard Roger S	VP & President-Aerospace	Aug 04 '23	Option Exercise	109.19	29,870	3,261,535	106,593	Aug 08 04:59 PM
Bracht Berend	VP & President-Motion Sys.	Aug 04 '23	Option Exercise	166.49	2,600	432,874	5,300	Aug 08 05:09 PM
Sherrard Roger S	VP & President-Aerospace	Aug 04 '23	Sale	419.20	12,069	5,059,325	76,723	Aug 08 04:59 PM
Malone Robert W	VP & President-Filtration Grp.	Aug 04 '23	Sale	416.54	5,140	2,141,016	5,866	Aug 08 05:04 PM
Hart Mark J	EVP-HR & External Affairs	Aug 04 '23	Sale	417.60	3,906	1,631,146	7,063	Aug 08 05:16 PM
Parel Dinu J	VP & Chief Digital & Info Off.	Aug 04 '23	Sale	416.89	2,079	866,714	6,562	Aug 08 05:02 PM
Bracht Berend	VP & President-Motion Sys.	Aug 04 '23	Sale	419.47	863	362,003	2,700	Aug 08 05:09 PM
Sherrard Roger S	VP & President-Aerospace	Jun 13 '23	Sale	367.91	2,200	809,402	76,723	Jun 15 04:15 PM
Bowman William R	VP & Pres.- Instrument. Grp.	Jun 12 '23	Option Exercise	158.79	7,840	1,244,914	18,992	Jun 14 04:17 PM
Bowman William R	VP & Pres.- Instrument. Grp.	Jun 12 '23	Sale	357.65	2,403	859,433	11,152	Jun 14 04:17 PM
Gentile Thomas C	VP-Global Supply Chain	Jun 09 '23	Sale	352.94	1,759	620,821	5,465	Jun 13 04:39 PM
Ross Andrew D	Chief Operating Officer	Jun 07 '23	Option Exercise	158.79	11,540	1,832,437	24,660	Jun 09 04:16 PM
Ross Andrew D	Chief Operating Officer	Jun 07 '23	Sale	353.45	3,476	1,228,592	13,120	Jun 09 04:16 PM
Bracht Berend	VP & President-Motion Sys.	Jun 07 '23	Sale	357.91	1,441	515,748	2,700	Jun 09 04:17 PM
Czaja Mark T	VP & Chief Tech. & Info Off.	May 09 '23	Sale	337.00	600	202,200	2,241	May 11 04:17 PM

Open in Screener

NARI

Inari Medical Inc

May 06 • 04:00PM ET

41.84

Dollar change -0.19
Percentage change -0.45	%

Healthcare • Medical Devices • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

NARI Inari Medical Inc daily Stock Chart

Held by: IJR VTI VB IWM VXF VBK IWO IHI IJT IJS

Index	RUT	P/E	-	EPS (ttm)	-0.41	Insider Own	14.51%	Shs Outstand	57.76M	Perf Week	10.25%
Market Cap	2.43B	Forward P/E	214.07	EPS next Y	0.20	Insider Trans	-1.88%	Shs Float	49.70M	Perf Month	-0.71%
Income	-23.62M	PEG	-	EPS next Q	-0.20	Inst Own	85.96%	Short Float	7.97%	Perf Quarter	-25.56%
Sales	520.66M	P/S	4.67	EPS this Y	-1400.00%	Inst Trans	0.07%	Short Ratio	2.91	Perf Half Y	-17.94%
Book/sh	7.71	P/B	5.43	EPS next Y	143.43%	ROA	-4.04%	Short Interest	3.96M	Perf Year	-33.27%
Cash/sh	1.75	P/C	23.90	EPS next 5Y	-	ROE	-5.41%	52W Range	36.73 - 71.85	Perf YTD	-35.55%
Dividend Est.	-	P/FCF	117.74	EPS past 5Y	32.83%	ROI	-4.95%	52W High	-41.77%	Beta	0.95
Dividend TTM	-	Quick Ratio	2.19	Sales past 5Y	197.48%	Gross Margin	86.33%	52W Low	13.91%	ATR (14)	2.02
Dividend Ex-Date	-	Current Ratio	2.71	EPS Y/Y TTM	23.19%	Oper. Margin	-1.75%	RSI (14)	52.97	Volatility	4.75% 3.99%
Employees	1300	Debt/Eq	0.07	Sales Y/Y TTM	26.10%	Profit Margin	-4.54%	Recom	1.45	Target Price	65.82
Option/Short	Yes / Yes	LT Debt/Eq	0.07	EPS Q/Q	-931.36%	Payout	-	Rel Volume	0.68	Prev Close	42.03
Sales Surprise	3.89%	EPS Surprise	-40.82%	Sales Q/Q	23.27%	Earnings	Apr 30 AMC	Avg Volume	1.36M	Price	41.84
SMA20	5.07%	SMA50	-3.37%	SMA200	-26.31%	Trades		Volume	910,388	Change	-0.45%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-29-24	Downgrade	Piper Sandler	Overweight → Neutral	$85 → $55
Jan-23-24	Initiated	Needham	Buy	$72
Jul-19-23	Initiated	Robert W. Baird	Outperform	$79
Oct-12-22	Initiated	Jefferies	Buy	$88
Sep-29-22	Initiated	Berenberg	Buy	$85
Sep-13-22	Initiated	Truist	Hold	$87
Jun-21-22	Initiated	Piper Sandler	Overweight	$100
Mar-23-22	Resumed	BofA Securities	Buy	$105
Dec-15-20	Upgrade	Wells Fargo	Equal Weight → Overweight	$79
Nov-18-20	Initiated	BTIG Research	Buy	$92
Oct-29-20	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$66 → $76
Sep-28-20	Initiated	SVB Leerink	Outperform	$80
Jun-19-20	Initiated	Canaccord Genuity	Buy
Jun-16-20	Initiated	Wells Fargo	Equal Weight	$49
Jun-16-20	Initiated	Morgan Stanley	Equal-Weight	$52
Jun-16-20	Initiated	BofA/Merrill	Neutral	$56

Show Previous Ratings

May-06-24 07:00AM	Inari Medical to Participate in the 2024 Bank of America Securities Healthcare Conference (GlobeNewswire)
May-04-24 02:30AM	Director William Hoffman Sells Shares of Inari Medical Inc (NARI) (GuruFocus.com)
May-03-24 05:49PM	Inari Medical Insider Sold Shares Worth $1,619,047, According to a Recent SEC Filing (MT Newswires)
12:02PM	Lowey Dannenberg, P.C. is Investigating Inari Medical Inc. ( Inari or the Company ) (NASDAQ:NARI) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
May-02-24 04:07PM	Inari Medical, Inc. (NASDAQ:NARI) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:19PM	Loading…
May-01-24 12:19PM	Inari Medical Shares Jump on Higher Q1 Revenue (MT Newswires) +11.41%
10:59AM	Inari Medical (NARI) Q1 Earnings Miss Estimates, OpEx Rises (Zacks)
07:42AM	Q1 2024 Inari Medical Inc Earnings Call (Thomson Reuters StreetEvents)
03:30AM	Inari Medical Inc (NARI) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and ... (GuruFocus.com)
Apr-30-24 09:55PM	NARI Stock Earnings: Inari Medical Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:45PM	Inari Medical, Inc. (NARI) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:41PM	Inari Medical Inc (NARI) Q1 2024 Earnings: Surpasses Revenue Estimates Amidst Rising Operating ... (GuruFocus.com)
04:05PM	Inari Medical Reports First Quarter 2024 Financial Results (GlobeNewswire)
Apr-25-24 03:31PM	Investor News Announces Civil Investigative Demand Served to Inari Medical by U.S. Department of Justice Contact Johnson Fistel, LLP (GlobeNewswire)
Apr-22-24 10:26AM	Lowey Dannenberg, P.C. is Investigating Inari Medical Inc. ( Inari or the Company ) (NASDAQ:NARI) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
10:09AM	Loading…
Apr-19-24 10:09AM	Lowey Dannenberg, P.C. is Investigating Inari Medical Inc. ( Inari or the Company ) (NASDAQ:NARI) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
Apr-18-24 01:25PM	Inari Medical, Inc. (NARI) Downgraded by Analysts Due to Pending DOJ Probe Hagens Berman (GlobeNewswire)
Apr-17-24 04:05PM	Inari Medical to Announce First Quarter 2024 Financial Results (GlobeNewswire)
Apr-15-24 10:52AM	Lowey Dannenberg, P.C. is Investigating Inari Medical Inc. ( Inari or the Company ) (NASDAQ:NARI) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
Apr-11-24 04:05PM	Inari Medical Announces the Release of 2023 Ethos and Sustainability Report (GlobeNewswire)
03:33PM	Lowey Dannenberg, P.C. is Investigating Inari Medical Inc. ( Inari or the Company ) (NASDAQ:NARI) for Potential Violations of the Federal Securities Laws and Encourages Investors with more than $50,000 in Losses to Contact the Firm (GlobeNewswire)
Apr-09-24 11:04AM	Why You Should Retain Inari Medical (NARI) Stock for Now (Zacks)
Apr-02-24 04:05PM	Inari Medical Strengthens Senior Leadership Team with Addition of Two Executives (GlobeNewswire)
Mar-29-24 11:30AM	Inari Medical (NARI) Up 4% Since Last Earnings Report: Can It Continue? (Zacks)
Mar-25-24 06:15PM	AppFolio Set to Join S&P MidCap 400; Inari Medical to Join S&P SmallCap 600 (PR Newswire)
Mar-20-24 07:01PM	Director William Hoffman Sells 40,000 Shares of Inari Medical Inc (NARI) (GuruFocus.com)
Mar-14-24 10:45AM	Inari Medical's (NARI) ClotTriever Improves Patient Outcome (Zacks)
Mar-12-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating SSR, Inari Medical, and Entravision and Encourages Investors to Contact the Firm (GlobeNewswire)
04:05PM	Inari Medical Announces Interim Two-Year Results from the ClotTriever CLOUT Registry (GlobeNewswire)
Mar-08-24 11:30PM	Bragar Eagel & Squire, P.C. Is Investigating Thoughtworks, Chemours, Methanex, and Inari Medical and Encourages Investors to Contact the Firm (GlobeNewswire)
10:44AM	Loading…
Mar-07-24 10:44AM	Reasons to Retain Inari Medical (NARI) in Your Portfolio Now (Zacks)
Feb-29-24 03:37PM	Inari Medical Investors: Company Investigated by the Portnoy Law Firm (GlobeNewswire) -20.84%
11:32AM	Inari Medical (NARI) Q4 Earnings Improve Y/Y, Gross Margin Down (Zacks)
11:16AM	Inari Medical, Inc. (NASDAQ:NARI) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:43AM	Q4 2023 Inari Medical Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-28-24 04:37PM	Inari Medical Inc (NARI) Reports Growth Amidst Operating Losses in Q4 2023 (GuruFocus.com)
04:05PM	Inari Medical Reports Fourth Quarter 2023 Financial Results (GlobeNewswire)
Feb-14-24 04:05PM	Inari Medical to Announce Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
Jan-23-24 07:16AM	Reasons to Retain Inari Medical (NARI) in Your Portfolio Now (Zacks)
Jan-15-24 03:13AM	Is Inari Medical (NARI) a Worthy Investment? (Insider Monkey)
Jan-12-24 12:16PM	Inari (NARI) Preliminary Q4 Revenues Ride on Procedure Demand (Zacks)
Jan-09-24 06:30AM	Inari Medical Announces Preliminary 2023 Revenue and 2024 Guidance (GlobeNewswire) -10.08%
Jan-08-24 09:00AM	OKAMI MEDICAL APPOINTS RHONDA ROBB AS PRESIDENT AND CHIEF EXECUTIVE OFFICER (PR Newswire)
Dec-20-23 04:01PM	Inari Medical to Present at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Dec-15-23 07:24AM	Reasons to Retain Inari Medical (NARI) in Your Portfolio Now (Zacks)
Dec-01-23 11:31AM	Inari Medical, Inc. (NARI) Up 17.1% Since Last Earnings Report: Can It Continue? (Zacks)
Nov-30-23 11:19AM	Inari Medical's (NARI) PEERLESS II RCT to Boost Patient Outcome (Zacks)
Nov-27-23 04:20PM	Inari Medical Announces First Patient Enrollment in PEERLESS II Randomized Controlled Trial (RCT) (GlobeNewswire)
Nov-18-23 07:03AM	Insider Sell Alert: Director William Hoffman Sells 25,000 Shares of Inari Medical Inc (NARI) (GuruFocus.com)
Nov-15-23 04:05PM	Inari Medical Closes Acquisition of LimFlow (GlobeNewswire)
07:59AM	Reasons to Retain Inari Medical (NARI) in Your Portfolio Now (Zacks)
Nov-06-23 09:35AM	Inari Medical, Inc. (NARI) Loses -27.7% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner (Zacks) +8.80%
Nov-03-23 12:27PM	Inari Medical (NARI) Q3 Earnings and Revenues Beat Estimates (Zacks) -5.28%
10:59AM	Teleflex (TFX) Q3 Earnings Top Estimates, 2023 Outlook Up (Zacks)
10:31AM	Haemonetics (HAE) Q2 Earnings Top Estimates, 2024 View Up (Zacks)
08:59AM	Penumbra (PEN) Q3 Earnings Top Estimates, Margins Increase (Zacks)
07:01AM	Inari Medical to buy limb-saving device maker LimFlow for up to $415M (MedTech Dive)
Nov-02-23 07:16PM	Inari Medical, Inc. (NASDAQ:NARI) Q3 2023 Earnings Call Transcript (Insider Monkey) -16.97%
04:01PM	Inari Medical to Present at Upcoming Investor Conferences (GlobeNewswire)
11:03AM	Exact Sciences (EXAS) Q3 Earnings Beat, Gross Margin Rises (Zacks)
11:02AM	Q3 2023 Inari Medical Inc Earnings Call (Thomson Reuters StreetEvents)
10:24AM	Envista (NVST) Q3 Earnings Miss Estimates, Gross Margin Down (Zacks)
Nov-01-23 06:54PM	Inari Medical Inc (NARI) Reports Q3 2023 Earnings: Revenue Up 31.4%, Net Income of $3.2 Million (GuruFocus.com)
05:01PM	LimFlow Announces Agreement to Be Acquired by Inari Medical (Business Wire)
04:02PM	Inari Medical Reports Third Quarter 2023 Financial Results (GlobeNewswire)
04:01PM	Inari Medical Expands Its Patient-Focused Mission with Agreement to Acquire LimFlow (GlobeNewswire)
11:07AM	CVS Health (CVS) Q3 Earnings Surpass Estimates, Margins Up (Zacks)
09:53AM	IDEXX (IDXX) Q3 Earnings Top Estimates, '23 Sales View Down (Zacks)
Oct-31-23 07:37AM	QIAGEN (QGEN) Q3 Earnings and Revenues Beat, Margins Down (Zacks)
07:33AM	Medical Device Stocks to Watch for Earnings on Nov 1: MCK & More (Zacks)
Oct-30-23 09:48AM	Zacks Industry Outlook Highlights Alcon, STERIS and Inari Medical (Zacks)
Oct-27-23 10:12AM	3 Medical Instruments Stocks Countering Industry-Wide Headwinds (Zacks)
08:08AM	Chemed (CHE) Q3 Earnings and Revenues Surpass, Margins Rise (Zacks)
08:01AM	ResMed (RMD) Q1 Earnings Surpass Estimates, Margins Down (Zacks)
Oct-26-23 10:36AM	Labcorp (LH) Q3 Earnings and Revenues Beat, Margins Fall (Zacks)
07:14AM	Align Technology (ALGN) Q3 Earnings Miss, Operating Margin Up (Zacks)
Oct-18-23 10:23PM	Director William Hoffman Sells 25,000 Shares of Inari Medical Inc (GuruFocus.com)
06:12AM	3 Solid Stocks to Buy for Superb Earnings Acceleration (Zacks)
Oct-11-23 04:01PM	Inari Medical to Announce Third Quarter 2023 Financial Results (GlobeNewswire) -12.29%
12:08PM	Unraveling the Future of Inari Medical Inc (NARI): A Deep Dive into Key Metrics (GuruFocus.com)
Oct-06-23 08:43AM	Reasons to Add Inari Medical (NARI) Stock to Your Portfolio (Zacks)
Sep-14-23 07:03PM	CFO Mitch Hill Sells 6,500 Shares of Inari Medical Inc (GuruFocus.com)
Aug-24-23 04:01PM	Inari Medical to Present at Upcoming Investor Conferences (GlobeNewswire)
Aug-10-23 09:55AM	Wall Street Analysts See a 36.39% Upside in Inari Medical, Inc. (NARI): Can the Stock Really Move This High? (Zacks) +5.92%
Aug-08-23 01:26PM	Shockwave Medical (SWAV) Q2 Earnings Miss, Revenues Surge Y/Y (Zacks) -5.24%
Aug-06-23 08:56AM	Is Inari Medical, Inc. (NASDAQ:NARI) Expensive For A Reason? A Look At Its Intrinsic Value (Simply Wall St.)
Aug-05-23 05:21AM	2 Top Healthcare Stocks I'd Buy Now Without Hesitation (Motley Fool)
Aug-04-23 08:59AM	Inari Medical (NARI) Q2 Earnings Top, Revenues Rise Y/Y (Zacks)
Aug-03-23 02:26PM	Why Shares of Inari Medical Are Up Thursday (Motley Fool) +21.64%
Aug-02-23 05:25PM	Inari Medical, Inc. (NARI) Tops Q2 Earnings and Revenue Estimates (Zacks)
04:01PM	Inari Medical Reports Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-26-23 04:01PM	Inari Medical to Present at the 43rd Annual Canaccord Growth Conference (GlobeNewswire)
Jul-20-23 07:09AM	Should You Think About Buying Inari Medical, Inc. (NASDAQ:NARI) Now? (Simply Wall St.)
Jul-13-23 04:01PM	Inari Medical to Announce Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-04-23 07:19AM	Reasons to Add Inari Medical (NARI) Stock to Your Portfolio (Zacks)
Jun-21-23 08:00PM	NARI: What does Argus have to say about NARI? (Argus Research)
Jun-12-23 07:13AM	Inari Medical (NASDAQ:NARI) shareholders have earned a 7.4% CAGR over the last three years (Simply Wall St.)
Jun-08-23 11:13AM	Inari Medical (NARI) Launches New Catheters to Address VTE (Zacks)
Jun-07-23 08:00AM	Inari Medical Announces Commercial Launch of RevCore and Triever16 Curve, Two New Purpose-Built Products for Addressing Venous Stent Thrombosis and Venous Thromboembolism (GlobeNewswire)
Jun-02-23 11:31AM	Inari Medical, Inc. (NARI) Down 0.6% Since Last Earnings Report: Can It Rebound? (Zacks)

Inari Medical, Inc. operates as a medical device company. The firm develops, manufactures, markets and sells devices for the interventional treatment of venous diseases. Its products include FlowTriever system and ClotTriever system. The company was founded by Brian J. Cox, Paul Lubock and Robert F. Rosenbluth in June 2011 and is headquartered in Irvine, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hoffman William	Director	May 01 '24	Sale	42.00	38,549	1,619,047	965,359	May 03 05:40 PM
Hoffman William	Director	Apr 16 '24	Sale	40.00	1,451	58,040	999,782	Apr 18 06:38 PM
Hill, Mitch C.	Chief Financial Officer	Apr 12 '24	Option Exercise	0.46	6,000	2,742	187,294	Apr 16 04:32 PM
Hill, Mitch C.	Chief Financial Officer	Apr 12 '24	Sale	40.96	6,000	245,760	181,294	Apr 16 04:32 PM
Hoffman William	Director	Mar 18 '24	Sale	41.13	40,000	1,645,079	1,003,296	Mar 20 04:34 PM
Hill, Mitch C.	Chief Financial Officer	Mar 12 '24	Option Exercise	0.46	6,000	2,742	189,361	Mar 14 04:31 PM
Hill, Mitch C.	Chief Financial Officer	Mar 12 '24	Sale	41.91	6,000	251,461	183,361	Mar 14 04:31 PM
Hoffman William	Director	Dec 15 '23	Sale	65.08	25,000	1,627,073	1,045,493	Dec 19 05:18 PM
Hill, Mitch C.	Chief Financial Officer	Dec 12 '23	Option Exercise	0.46	6,500	2,970	176,730	Dec 14 04:35 PM
Hill, Mitch C.	Chief Financial Officer	Dec 12 '23	Sale	62.75	6,500	407,855	170,230	Dec 14 04:35 PM
Hoffman William	Director	Dec 04 '23	Option Exercise	0.43	103,492	44,336	1,070,493	Dec 06 05:07 PM
Hykes Andrew	President and CEO	Nov 16 '23	Sale	59.82	37,448	2,240,277	434,817	Nov 17 07:17 PM
Tu Thomas	Chief Medical Officer	Nov 16 '23	Sale	59.82	25,451	1,522,573	320,932	Nov 17 07:19 PM
Hoffman William	Director	Nov 15 '23	Sale	61.24	25,000	1,531,124	967,001	Nov 17 06:27 PM
Hill, Mitch C.	Chief Financial Officer	Nov 13 '23	Option Exercise	0.46	6,500	2,970	176,730	Nov 15 04:32 PM
Hill, Mitch C.	Chief Financial Officer	Nov 13 '23	Sale	56.06	6,500	364,366	170,230	Nov 15 04:32 PM
MILDER DONALD B	Director	Nov 08 '23	Buy	53.48	2,100	112,303	3,031,714	Nov 08 05:48 PM
MILDER DONALD B	Director	Nov 07 '23	Buy	53.44	54,000	2,885,760	3,029,614	Nov 08 05:48 PM
Hoffman William	Director	Oct 16 '23	Sale	57.28	25,000	1,432,098	992,001	Oct 18 05:39 PM
Hill, Mitch C.	Chief Financial Officer	Oct 12 '23	Option Exercise	0.46	6,500	2,970	176,730	Oct 16 04:32 PM
Hill, Mitch C.	Chief Financial Officer	Oct 12 '23	Sale	55.74	6,500	362,340	170,230	Oct 16 04:32 PM
Hoffman William	Director	Sep 15 '23	Sale	66.74	25,000	1,668,503	1,023,055	Sep 19 04:38 PM
Hill, Mitch C.	Chief Financial Officer	Sep 12 '23	Option Exercise	0.46	6,500	2,970	178,302	Sep 14 04:41 PM
Hill, Mitch C.	Chief Financial Officer	Sep 12 '23	Sale	67.85	6,500	441,040	171,802	Sep 14 04:41 PM
Hykes Andrew	President and CEO	Aug 16 '23	Sale	66.11	36,676	2,424,829	475,132	Aug 18 05:05 PM
Tu Thomas	Chief Medical Officer	Aug 16 '23	Sale	66.11	24,926	1,647,980	347,997	Aug 18 05:01 PM
Hoffman William	Director	Aug 15 '23	Sale	69.02	25,000	1,725,537	1,048,055	Aug 17 04:46 PM
Hill, Mitch C.	Chief Financial Officer	Aug 14 '23	Option Exercise	0.46	6,500	2,970	178,302	Aug 16 04:46 PM
Hill, Mitch C.	Chief Financial Officer	Aug 14 '23	Sale	70.47	6,500	458,053	171,802	Aug 16 04:46 PM
Hoffman William	Director	Jul 17 '23	Sale	57.08	25,000	1,426,914	1,073,055	Jul 19 04:32 PM
Hill, Mitch C.	Chief Financial Officer	Jul 12 '23	Option Exercise	0.46	6,500	2,970	177,982	Jul 14 04:35 PM
Hill, Mitch C.	Chief Financial Officer	Jul 12 '23	Sale	56.24	6,500	365,540	171,482	Jul 14 04:35 PM
Hoffman William	Director	Jun 15 '23	Sale	57.74	25,000	1,443,576	1,098,055	Jun 16 04:42 PM
Hill, Mitch C.	Chief Financial Officer	Jun 12 '23	Option Exercise	0.46	6,500	2,970	179,554	Jun 13 05:48 PM
Hill, Mitch C.	Chief Financial Officer	Jun 12 '23	Sale	59.24	6,500	385,088	173,054	Jun 13 05:48 PM
ROOT JONATHAN D	Director	May 27 '23	Option Exercise	0.00	2,982	0	537,023	May 30 04:37 PM
Nielsen Kirk G.	Director	May 27 '23	Option Exercise	0.00	2,982	0	61,479	May 30 04:35 PM
MILDER DONALD B	Director	May 27 '23	Option Exercise	0.00	2,982	0	255,000	May 30 04:38 PM
Hoffman William	Director	May 17 '23	Sale	69.19	41,891	2,898,438	1,120,643	May 18 08:18 PM
Hykes Andrew	President and CEO	May 17 '23	Sale	69.19	18,760	1,298,004	513,608	May 18 08:16 PM
Tu Thomas	Chief Medical Officer	May 17 '23	Sale	69.19	12,751	882,242	373,727	May 18 08:15 PM
Hoffman William	Director	May 16 '23	Sale	70.87	40,006	2,835,225	1,162,534	May 18 08:18 PM
Hykes Andrew	President and CEO	May 16 '23	Sale	70.87	17,916	1,269,707	532,368	May 18 08:16 PM
Tu Thomas	Chief Medical Officer	May 16 '23	Sale	70.87	12,176	862,913	386,478	May 18 08:15 PM
Hoffman William	Director	May 15 '23	Sale	70.51	25,000	1,762,860	1,202,540	May 18 08:18 PM
Hill, Mitch C.	Chief Financial Officer	May 12 '23	Option Exercise	0.46	6,500	2,970	185,804	May 16 05:41 PM
Hill, Mitch C.	Chief Financial Officer	May 12 '23	Sale	70.26	12,750	895,805	173,054	May 16 05:41 PM

Open in Screener

RELY

Remitly Global Inc

May 06 • 04:00PM ET

15.41

Dollar change +0.50
Percentage change 3.35	%

Technology • Software - Infrastructure • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

RELY Remitly Global Inc daily Stock Chart

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

Index	RUT	P/E	-	EPS (ttm)	-0.60	Insider Own	28.24%	Shs Outstand	188.44M	Perf Week	-13.91%
Market Cap	2.90B	Forward P/E	19.96	EPS next Y	0.77	Insider Trans	-0.88%	Shs Float	135.26M	Perf Month	-25.38%
Income	-110.61M	PEG	-	EPS next Q	0.10	Inst Own	54.33%	Short Float	5.14%	Perf Quarter	-14.81%
Sales	1.01B	P/S	2.88	EPS this Y	285.16%	Inst Trans	12.15%	Short Ratio	4.91	Perf Half Y	-18.03%
Book/sh	2.86	P/B	5.39	EPS next Y	86.46%	ROA	-12.33%	Short Interest	6.95M	Perf Year	-15.70%
Cash/sh	1.53	P/C	10.08	EPS next 5Y	-	ROE	-21.17%	52W Range	13.60 - 27.95	Perf YTD	-20.65%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-13.65%	ROI	-15.70%	52W High	-44.87%	Beta	0.20
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	67.12%	Gross Margin	56.08%	52W Low	13.31%	ATR (14)	0.88
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	14.43%	Oper. Margin	-10.15%	RSI (14)	25.36	Volatility	7.54% 4.32%
Employees	2700	Debt/Eq	0.30	Sales Y/Y TTM	39.94%	Profit Margin	-10.96%	Recom	1.64	Target Price	24.00
Option/Short	Yes / Yes	LT Debt/Eq	0.28	EPS Q/Q	31.35%	Payout	-	Rel Volume	1.45	Prev Close	14.91
Sales Surprise	-1.77%	EPS Surprise	41.46%	Sales Q/Q	32.01%	Earnings	May 01 AMC	Avg Volume	1.41M	Price	15.41
SMA20	-16.37%	SMA50	-22.12%	SMA200	-27.23%	Trades		Volume	2,205,052	Change	3.35%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-22-24	Upgrade	BMO Capital Markets	Market Perform → Outperform	$24 → $28
Jan-17-24	Initiated	Wells Fargo	Underweight	$16
Dec-05-23	Initiated	BMO Capital Markets	Market Perform	$25
Dec-01-23	Downgrade	Wolfe Research	Outperform → Peer Perform
Aug-04-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$28
Mar-27-23	Downgrade	Wolfe Research	Outperform → Peer Perform

May-05-24 03:00AM	EverQuote (EVER) Reports Earnings Tomorrow: What To Expect (StockStory)
May-02-24 03:49PM	Why Remitly Global Stock Was Sliding Today (Motley Fool) -12.20%
12:57PM	Why Remitly (RELY) Stock Is Nosediving (StockStory)
12:34PM	Remitly Global, Inc. (NASDAQ:RELY) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:37AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday (InvestorPlace)
07:13AM	Loading…
07:13AM	Q1 2024 Remitly Global Inc Earnings Call (Thomson Reuters StreetEvents)
03:47AM	Remitly Global Inc (RELY) Q1 2024 Earnings Call Transcript Highlights: Strong Growth and ... (GuruFocus.com)
02:00AM	Remitly Global (RELY) Q1 2024 Earnings Call Transcript (Motley Fool)
May-01-24 11:53PM	RELY Stock Earnings: Remitly Global Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
05:55PM	Remitly Global, Inc. (RELY) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:47PM	Remitly Global Inc (RELY) Q1 2024 Earnings: Revenue Surges, Narrowing Losses (GuruFocus.com)
04:45PM	Remitly (NASDAQ:RELY) Misses Q1 Sales Targets, Stock Drops 20.7% (StockStory)
04:05PM	Remitly Reports First Quarter 2024 Results (GlobeNewswire)
Apr-30-24 03:01AM	Remitly (RELY) Reports Earnings Tomorrow: What To Expect (StockStory)
Apr-26-24 07:00PM	Remitly Global Inc CEO Matthew Oppenheimer Sells 20,832 Shares (GuruFocus.com)
04:47PM	Loading…
04:47PM	Remitly Global Insider Sold Shares Worth $378,101, According to a Recent SEC Filing (MT Newswires)
Apr-17-24 04:05PM	Remitly to Report First Quarter Financial Results on Wednesday, May 1, 2024 (GlobeNewswire)
Apr-11-24 04:56AM	Online Marketplace Stocks Q4 Earnings: MercadoLibre (NASDAQ:MELI) Firing on All Cylinders (StockStory)
Apr-03-24 05:48AM	Q4 Rundown: Cars.com (NYSE:CARS) Vs Other Online Marketplace Stocks (StockStory)
Apr-02-24 04:27AM	Online Marketplace Stocks Q4 Recap: Benchmarking CarGurus (NASDAQ:CARG) (StockStory)
Mar-31-24 11:56AM	Jorge Paulo Lemann's Hedge Fund 3G Is Betting On These Stocks (Insider Monkey)
Mar-28-24 05:09AM	Online Marketplace Stocks Q4 In Review: Remitly (NASDAQ:RELY) Vs Peers (StockStory)
Mar-22-24 01:25PM	3 Stocks That Could Make You Richer Than Your Wildest Dreams (InvestorPlace)
Mar-19-24 07:01PM	EVP, Customer and Culture Rene Yoakum Sells 15,000 Shares of Remitly Global Inc (RELY) (GuruFocus.com)
Mar-14-24 07:02PM	Remitly Global Inc CEO Matthew Oppenheimer Sells 20,832 Shares (GuruFocus.com)
Mar-13-24 03:00AM	Skillz (SKLZ) Q4 Earnings Report Preview: What To Look For (StockStory)
Mar-10-24 03:00AM	PlayStudios (MYPS) Q4 Earnings: What To Expect (StockStory)
Feb-27-24 02:16PM	7 Little-Known Growth Stocks With Triple-Digit Upside Potential (InvestorPlace)
08:21AM	Remitly Global, Inc. (NASDAQ:RELY) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-26-24 09:55AM	Wall Street Analysts Believe Remitly Global, Inc. (RELY) Could Rally 28.24%: Here's is How to Trade (Zacks)
04:05PM	Loading…
Feb-22-24 04:05PM	Remitly Announces Upcoming Investor Conference Participation (GlobeNewswire) +17.98%
03:37PM	Why Remitly Global Stock Was Soaring Today (Motley Fool)
11:21AM	Remitly (RELY) Shares Skyrocket, What You Need To Know (StockStory)
10:27AM	Remitly Global Stock Surges After Earnings. Its in the Early Innings of Growth Story, Says Analyst. (Barrons.com)
01:30AM	Remitly Global (RELY) Q4 2023 Earnings Call Transcript (Motley Fool)
Feb-21-24 04:33PM	Remitly Global Inc (RELY) Reports Robust Growth in 2023 with Active Customer Base Expanding by 41% (GuruFocus.com)
04:14PM	Remitly (NASDAQ:RELY) Beats Q4 Sales Targets, Stock Jumps 11.6% (StockStory)
04:05PM	Remitly Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Feb-20-24 02:01AM	Remitly (RELY) Reports Earnings Tomorrow. What To Expect (StockStory)
Feb-13-24 12:30PM	UPDATE -- Remitly to Report Fourth Quarter and Full Year 2023 Financial Results on Wednesday, February 21, 2024 (GlobeNewswire)
Feb-09-24 04:05PM	Remitly to Report Fourth Quarter and Full Year 2023 Financial Results on Wednesday, February 21, 2024 (GlobeNewswire)
10:30AM	Remitly CEO says taking customer service calls is what he looks forward to the most (Fortune)
Feb-08-24 03:08AM	Remitly Global Inc CEO Matthew Oppenheimer Sells 20,832 Shares (GuruFocus.com)
Jan-27-24 11:02AM	Baillie Gifford Bolsters Stake in Remitly Global Inc (GuruFocus.com)
Jan-25-24 11:51PM	Remitly Global Inc CEO Matthew Oppenheimer Sells 20,832 Shares (GuruFocus.com)
Jan-18-24 07:57PM	EVP Rene Yoakum Sells 15,000 Shares of Remitly Global Inc (GuruFocus.com)
Jan-17-24 03:30PM	Why Remitly (RELY) Stock Is Nosediving (StockStory) -8.23%
Jan-12-24 03:16PM	3 Stocks to Buy BEFORE They Become Household Names (InvestorPlace)
Dec-10-23 01:05AM	Here's Why Pernas Research is Bullish on Remitly Global (RELY) (Insider Monkey)
Dec-09-23 07:05AM	Remitly Global Inc CEO Matthew Oppenheimer Sells Over 20,000 Shares (GuruFocus.com)
Dec-04-23 04:41PM	Why Remitly Global Stock Lost 20% in November (Motley Fool)
Dec-01-23 04:17PM	2 No-Brainer Buys During a Stock Market Crash (Motley Fool)
Nov-30-23 01:04AM	Insider Sell Alert: CFO Hemanth Munipalli Sells 4,973 Shares of Remitly Global Inc (RELY) (GuruFocus.com)
Nov-24-23 10:26AM	13 Stocks Insiders are Buying Now (Insider Monkey)
Nov-18-23 01:03AM	Insider Sell Alert: EVP Rene Yoakum Divests 15,000 Shares of Remitly Global Inc (GuruFocus.com)
Nov-16-23 09:03AM	Insider Sell Alert: CTO Ankur Sinha Offloads 51,000 Shares of Remitly Global Inc (RELY) (GuruFocus.com)
Nov-13-23 07:57AM	Insiders Load Up on These 2 Strong Buy Stocks Heres Why You Should Pay Attention (TipRanks)
Nov-07-23 11:13AM	Director Nigel Morris Acquires 50,000 Shares of Remitly Global Inc (GuruFocus.com) +5.22%
Nov-06-23 11:35AM	Hedge Fund and Insider Trading News: Bill Ackman, Warren Buffett, Ray Dalio, Ken Griffin, Guardian Capital LP, Two Sigma, Repare Therapeutics Inc. (RPTX), Remitly Global Inc (RELY), and More (Insider Monkey)
11:02AM	Director Nigel Morris Acquires 250,000 Shares of Remitly Global Inc (GuruFocus.com)
Nov-02-23 06:11PM	Why Remitly Stock Plunged Today (Motley Fool) -31.86%
04:05PM	Remitly Global, Inc. (NASDAQ:RELY) Q3 2023 Earnings Call Transcript (Insider Monkey)
11:11AM	Q3 2023 Remitly Global Inc Earnings Call (Thomson Reuters StreetEvents)
12:30AM	Remitly Global (RELY) Q3 2023 Earnings Call Transcript (Motley Fool)
Nov-01-23 05:56PM	Remitly Global Inc (RELY) Reports 43% YoY Revenue Growth in Q3 2023 (GuruFocus.com)
04:25PM	Remitly's (NASDAQ:RELY) Q3 Sales Top Estimates But Stock Drops 16.6% (StockStory)
04:05PM	Remitly Reports Third Quarter 2023 Results (GlobeNewswire)
Oct-24-23 07:00AM	3 Russell 2000 Stocks That Are Poised for Explosive Growth (InvestorPlace)
Oct-23-23 04:05PM	Remitly to Report Third Quarter 2023 Financial Results on Wednesday, November 1, 2023 (GlobeNewswire)
Oct-21-23 07:55AM	2 Hypergrowth Stocks to Buy in 2023 and Beyond (Motley Fool)
Oct-19-23 09:00AM	Mastercard and Remitly Join Forces to Expand Access to Cross-Border Payments (GlobeNewswire)
07:03AM	EVP Rene Yoakum Sells 15,000 Shares of Remitly Global Inc (RELY) (GuruFocus.com)
Oct-17-23 08:50AM	Remitly Global: Relentless Inflows Send Shares Soaring (FX Empire)
Oct-16-23 11:25AM	Buyers Are Jumping Back in, but Holding Their Noses (TheStreet.com)
Oct-13-23 08:10AM	Here's My Top Growth Stock to Buy Right Now (Motley Fool)
Oct-06-23 08:00AM	Remitly Global, A Rising Star In The $840 Billion Remittance Industry, Soars 115% In 2023 (Investor's Business Daily)
Sep-21-23 11:37AM	MoneyLion Inc. (ML) Soars 17.0%: Is Further Upside Left in the Stock? (Zacks)
Sep-20-23 02:15PM	Big Money Rushes In As Little-Known Growth Stock Catapults 126% (Investor's Business Daily)
Sep-11-23 01:01PM	Load Up, Says J.P. Morgan About These 2 Strong Buy Stocks (TipRanks)
Aug-31-23 08:55AM	Remitly to Present at the 2023 Goldman Sachs Communacopia + Technology Conference (GlobeNewswire)
Aug-29-23 09:07AM	Remitly: One Chart Explains the Mega-Rally (FX Empire)
Aug-26-23 01:15PM	13 Best 52-Week High Stocks To Buy Now (Insider Monkey)
Aug-19-23 09:31AM	2 Fintech Stocks That Could Help Set You Up for Life (Motley Fool)
Aug-03-23 11:21AM	Why Remitly Global Stock Jumped Today (Motley Fool) +20.58%
Aug-02-23 11:00PM	Remitly Global (RELY) Q2 2023 Earnings Call Transcript (Motley Fool) -7.12%
05:45PM	Remitly Global, Inc. (RELY) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Remitly Reports Second Quarter 2023 Results (GlobeNewswire)
Jul-27-23 09:55AM	Bread Financial Holdings (BFH) Q2 Earnings and Revenues Beat Estimates (Zacks) -5.75%
Jul-26-23 05:45PM	Evertec (EVTC) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
Jul-13-23 08:55AM	Remitly to Report Second Quarter 2023 Financial Results on Wednesday, August 2, 2023 (GlobeNewswire)
Jun-09-23 08:50AM	Here's What Could Help Remitly Global, Inc. (RELY) Maintain Its Recent Price Strength (Zacks)
May-29-23 09:55AM	Does Remitly Global, Inc. (RELY) Have the Potential to Rally 25.8% as Wall Street Analysts Expect? (Zacks)
May-24-23 08:50AM	What Makes Remitly Global, Inc. (RELY) a Good Fit for 'Trend Investing' (Zacks)
May-23-23 11:14AM	Mastercard (MA) and HealthLock Unite to Reduce Medical Fraud (Zacks)
May-22-23 12:00PM	Remitly Global, Inc. (RELY) is a Great Momentum Stock: Should You Buy? (Zacks)
May-12-23 08:55AM	Remitly Announces Investor Conference Participation for May 2023 (GlobeNewswire)
May-08-23 08:50AM	Remitly Global, Inc. (RELY) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
May-04-23 02:00AM	Remitly Global (RELY) Q1 2023 Earnings Call Transcript (Motley Fool) +5.85%
May-03-23 06:35PM	Remitly Global, Inc. (RELY) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Remitly Reports First Quarter 2023 Results (GlobeNewswire)

Remitly Global, Inc. engages in the provision of digital financial services for immigrants and their families. The company was founded by Matthew B. Oppenheimer and Joshua Hug on October 3, 2018 and is headquartered in Seattle, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Oppenheimer Matthew B.	Chief Executive Officer	Apr 25 '24	Sale	17.94	10,416	186,863	4,657,189	Apr 26 04:40 PM
Oppenheimer Matthew B.	Chief Executive Officer	Apr 24 '24	Sale	18.36	10,416	191,238	4,667,605	Apr 26 04:40 PM
Yoakum Rene	EVP, Customer and Culture	Apr 15 '24	Option Exercise	1.70	15,000	25,500	96,137	Apr 17 04:10 PM
Yoakum Rene	EVP, Customer and Culture	Apr 15 '24	Sale	18.67	15,000	280,120	81,137	Apr 17 04:10 PM
Hug Joshua	Chief Operating Officer	Apr 10 '24	Sale	20.30	20,000	406,042	3,873,631	Apr 11 04:02 PM
Hug Joshua	Chief Operating Officer	Apr 09 '24	Sale	21.03	20,000	420,630	3,893,631	Apr 11 04:02 PM
Hug Joshua	Chief Operating Officer	Apr 04 '24	Sale	20.69	20,000	413,790	3,913,631	Apr 05 04:55 PM
Hug Joshua	Chief Operating Officer	Apr 03 '24	Sale	20.42	20,000	408,488	3,933,631	Apr 05 04:55 PM
Hug Joshua	Chief Operating Officer	Mar 28 '24	Sale	20.98	20,000	419,528	3,953,631	Apr 01 04:07 PM
Hug Joshua	Chief Operating Officer	Mar 27 '24	Sale	20.78	20,000	415,518	3,973,631	Apr 01 04:07 PM
Hug Joshua	Chief Operating Officer	Mar 20 '24	Sale	20.56	20,000	411,262	3,993,631	Mar 21 04:04 PM
Hug Joshua	Chief Operating Officer	Mar 19 '24	Sale	20.00	41,716	834,224	4,013,631	Mar 21 04:04 PM
Yoakum Rene	EVP, Customer and Culture	Mar 15 '24	Option Exercise	1.70	15,000	25,500	96,137	Mar 19 04:01 PM
Yoakum Rene	EVP, Customer and Culture	Mar 15 '24	Sale	20.08	15,000	301,173	81,137	Mar 19 04:01 PM
Oppenheimer Matthew B.	Chief Executive Officer	Mar 13 '24	Sale	20.63	10,416	214,861	4,678,021	Mar 14 04:01 PM
Oppenheimer Matthew B.	Chief Executive Officer	Mar 12 '24	Sale	20.54	10,416	213,898	4,688,437	Mar 14 04:01 PM
Sinha Ankur	Chief Technology Officer	Mar 08 '24	Sale	21.00	1,112	23,352	247,699	Mar 12 08:45 PM
Sinha Ankur	Chief Technology Officer	Mar 06 '24	Sale	21.04	32,826	690,633	248,811	Mar 08 04:02 PM
Sharma Pankaj	Chief Business Officer	Mar 05 '24	Sale	20.34	2,000	40,680	124,019	Mar 07 04:08 PM
Munipalli Hemanth	Chief Financial Officer	Feb 29 '24	Sale	20.64	6,164	127,197	144,329	Mar 01 04:08 PM
Yoakum Rene	EVP, Customer and Culture	Feb 15 '24	Option Exercise	1.70	15,000	25,500	74,928	Feb 16 04:29 PM
Yoakum Rene	EVP, Customer and Culture	Feb 15 '24	Sale	18.37	15,000	275,613	59,928	Feb 16 04:29 PM
Oppenheimer Matthew B.	Chief Executive Officer	Feb 06 '24	Sale	17.92	10,416	186,630	4,698,853	Feb 07 04:18 PM
Oppenheimer Matthew B.	Chief Executive Officer	Feb 05 '24	Sale	18.03	10,416	187,760	4,709,269	Feb 07 04:18 PM
Oppenheimer Matthew B.	Chief Executive Officer	Jan 24 '24	Sale	16.36	10,416	170,390	4,719,685	Jan 25 04:22 PM
Oppenheimer Matthew B.	Chief Executive Officer	Jan 23 '24	Sale	16.27	10,416	169,517	4,730,101	Jan 25 04:22 PM
Yoakum Rene	EVP, Customer and Culture	Jan 16 '24	Option Exercise	1.70	15,000	25,500	74,928	Jan 18 04:33 PM
Yoakum Rene	EVP, Customer and Culture	Jan 16 '24	Sale	17.89	15,000	268,341	59,928	Jan 18 04:33 PM
Yoakum Rene	EVP, Customer and Culture	Dec 15 '23	Option Exercise	1.70	15,000	25,500	74,928	Dec 18 05:38 PM
Yoakum Rene	EVP, Customer and Culture	Dec 15 '23	Sale	18.11	15,000	271,671	59,928	Dec 18 05:38 PM
Chung Bora	Director	Dec 08 '23	Sale	19.06	11,051	210,662	80,000	Dec 12 04:17 PM
Oppenheimer Matthew B.	Chief Executive Officer	Dec 07 '23	Sale	18.99	10,416	197,834	4,740,517	Dec 08 07:34 PM
Oppenheimer Matthew B.	Chief Executive Officer	Dec 06 '23	Sale	19.89	10,416	207,122	4,750,933	Dec 08 07:34 PM
Munipalli Hemanth	Chief Financial Officer	Nov 28 '23	Sale	21.67	4,973	107,765	112,917	Nov 29 06:44 PM
Hug Joshua	Chief Operating Officer	Nov 27 '23	Sale	21.90	17,667	386,929	4,053,631	Nov 28 09:11 PM
Yoakum Rene	EVP, Customer and Culture	Nov 15 '23	Option Exercise	1.70	15,000	25,500	57,994	Nov 17 04:17 PM
Yoakum Rene	EVP, Customer and Culture	Nov 15 '23	Sale	22.45	15,000	336,795	42,994	Nov 17 04:17 PM
Oppenheimer Matthew B.	Chief Executive Officer	Nov 14 '23	Sale	21.89	10,416	228,000	4,761,349	Nov 15 05:06 PM
Sinha Ankur	Chief Technology Officer	Nov 13 '23	Sale	20.84	51,000	1,063,044	194,939	Nov 15 05:07 PM
Oppenheimer Matthew B.	Chief Executive Officer	Nov 13 '23	Sale	20.75	10,432	216,484	4,771,765	Nov 15 05:06 PM
MORRIS NIGEL W	Director	Nov 06 '23	Buy	19.81	50,000	990,665	1,800,213	Nov 07 08:06 AM
MORRIS NIGEL W	Director	Nov 03 '23	Buy	19.27	250,000	4,818,509	1,750,213	Nov 06 07:36 AM
Yoakum Rene	EVP, Customer and Culture	Oct 16 '23	Option Exercise	1.70	15,000	25,500	57,994	Oct 18 04:32 PM
Yoakum Rene	EVP, Customer and Culture	Oct 16 '23	Sale	26.83	15,000	402,438	42,994	Oct 18 04:32 PM
Yoakum Rene	EVP, Customer and Culture	Sep 15 '23	Option Exercise	1.70	15,000	25,500	57,994	Sep 19 07:11 PM
Yoakum Rene	EVP, Customer and Culture	Sep 15 '23	Sale	25.61	15,000	384,202	42,994	Sep 19 07:11 PM
Munipalli Hemanth	Chief Financial Officer	Aug 30 '23	Sale	24.72	31,622	781,696	87,137	Aug 31 05:50 PM
Sinha Ankur	Chief Technology Officer	Aug 29 '23	Sale	25.34	6,126	155,207	245,939	Aug 31 05:58 PM
Hug Joshua	Chief Operating Officer	Aug 28 '23	Sale	24.67	22,267	549,309	4,053,631	Aug 29 07:33 PM
Yoakum Rene	EVP, Customer and Culture	Aug 15 '23	Option Exercise	1.70	15,000	25,500	37,927	Aug 17 05:43 PM
Yoakum Rene	EVP, Customer and Culture	Aug 15 '23	Sale	23.46	15,000	351,844	22,927	Aug 17 05:43 PM
Hug Joshua	Chief Operating Officer	Jul 24 '23	Sale	20.11	47,365	952,662	4,053,631	Jul 26 07:28 PM
Yoakum Rene	EVP, Customer and Culture	Jul 17 '23	Option Exercise	1.70	15,000	25,500	37,927	Jul 19 05:29 PM
Yoakum Rene	EVP, Customer and Culture	Jul 17 '23	Sale	19.71	15,000	295,576	22,927	Jul 19 05:29 PM
Hug Joshua	Chief Operating Officer	Jul 14 '23	Sale	20.00	17,111	342,229	4,100,996	Jul 18 04:57 PM
Yoakum Rene	EVP, Customer and Culture	Jun 13 '23	Option Exercise	1.70	15,000	25,500	37,927	Jun 15 08:33 PM
Hug Joshua	Chief Operating Officer	Jun 13 '23	Sale	20.00	31,667	633,362	4,118,107	Jun 15 07:04 PM
Yoakum Rene	EVP, Customer and Culture	Jun 13 '23	Sale	19.96	15,000	299,336	22,927	Jun 15 08:33 PM
Hug Joshua	Chief Operating Officer	Jun 07 '23	Sale	20.00	1,959	39,189	4,149,774	Jun 08 07:21 PM
Hug Joshua	Chief Operating Officer	Jun 06 '23	Sale	20.00	1,898	37,960	4,151,733	Jun 08 07:21 PM
Hug Joshua	Chief Operating Officer	May 30 '23	Sale	17.28	18,434	318,499	4,153,631	Jun 01 05:44 PM

Open in Screener

ATEC

Alphatec Holdings Inc

May 06 • 04:00PM ET

13.28

Dollar change -0.37
Percentage change -2.71	%

Healthcare • Medical Devices • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ATEC Alphatec Holdings Inc daily Stock Chart

Held by: VTI IWM VXF IHI IWN SCHA VTWO VHT IWO FESM

Index	RUT	P/E	-	EPS (ttm)	-1.54	Insider Own	31.08%	Shs Outstand	139.25M	Perf Week	5.48%
Market Cap	1.86B	Forward P/E	-	EPS next Y	-0.15	Insider Trans	-0.99%	Shs Float	96.36M	Perf Month	-3.77%
Income	-186.64M	PEG	-	EPS next Q	-0.15	Inst Own	65.93%	Short Float	12.55%	Perf Quarter	-18.78%
Sales	482.26M	P/S	3.85	EPS this Y	16.32%	Inst Trans	1.17%	Short Ratio	7.10	Perf Half Y	35.10%
Book/sh	0.56	P/B	23.67	EPS next Y	65.14%	ROA	-28.31%	Short Interest	12.09M	Perf Year	-9.41%
Cash/sh	1.58	P/C	8.40	EPS next 5Y	12.00%	ROE	-421.26%	52W Range	8.66 - 19.14	Perf YTD	-12.11%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-5.07%	ROI	-29.33%	52W High	-30.62%	Beta	1.48
Dividend TTM	-	Quick Ratio	1.99	Sales past 5Y	40.20%	Gross Margin	52.68%	52W Low	53.35%	ATR (14)	0.56
Dividend Ex-Date	-	Current Ratio	2.86	EPS Y/Y TTM	-4.73%	Oper. Margin	-30.75%	RSI (14)	51.51	Volatility	4.75% 4.06%
Employees	839	Debt/Eq	5.33	Sales Y/Y TTM	37.45%	Profit Margin	-38.70%	Recom	1.00	Target Price	23.41
Option/Short	Yes / Yes	LT Debt/Eq	5.26	EPS Q/Q	-11.01%	Payout	-	Rel Volume	0.65	Prev Close	13.65
Sales Surprise	4.61%	EPS Surprise	-52.67%	Sales Q/Q	30.23%	Earnings	May 07 AMC	Avg Volume	1.70M	Price	13.28
SMA20	1.63%	SMA50	-1.06%	SMA200	-3.67%	Trades		Volume	1,085,858	Change	-2.71%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-09-24	Initiated	Wells Fargo	Overweight	$26
Dec-19-23	Reiterated	Needham	Buy	$16 → $18
Oct-20-23	Initiated	ROTH MKM	Buy	$22
Oct-12-22	Initiated	Jefferies	Buy	$12
Sep-12-22	Initiated	Morgan Stanley	Overweight	$13
Dec-03-21	Initiated	Goldman	Neutral	$12.50
Oct-29-21	Initiated	Loop Capital	Buy	$22
Aug-25-21	Initiated	Needham	Buy	$18
Aug-04-21	Resumed	Cowen	Outperform	$22.50
Mar-05-21	Reiterated	H.C. Wainwright	Buy	$16 → $19
Dec-21-20	Reiterated	H.C. Wainwright	Buy	$12 → $16
Oct-20-20	Initiated	Stifel	Buy	$13
Sep-03-20	Initiated	Cowen	Outperform	$12
Jun-18-20	Initiated	Northland Capital	Outperform	$9
Aug-28-19	Initiated	Canaccord Genuity	Buy	$7
Aug-05-19	Initiated	Piper Jaffray	Overweight	$7
Oct-16-17	Initiated	Lake Street	Buy	$7
Aug-14-17	Initiated	H.C. Wainwright	Buy	$4
Aug-05-15	Downgrade	Canaccord Genuity	Buy → Hold	$2.50 → $1
May-14-15	Initiated	Northland Capital	Outperform	$3

Show Previous Ratings

May-02-24 09:00AM	ATEC to Present at Upcoming Conferences (Business Wire)
Apr-26-24 07:00PM	Alphatec Holdings Inc CFO John Koning Sells 37,500 Shares (GuruFocus.com)
04:41PM	Alphatec Holdings Insider Sold Shares Worth $480,750, According to a Recent SEC Filing (MT Newswires)
Apr-17-24 09:00AM	ATEC to Report First Quarter Financial Results on May 7, 2024 (Business Wire) -5.16%
Mar-10-24 03:24PM	3 Sexy Small-Cap Stocks to Add Sizzle to Your Portfolio (InvestorPlace)
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Mar-08-24 11:54PM	Director Quentin Blackford Acquires 20,000 Shares of Alphatec Holdings Inc (ATEC) (GuruFocus.com)
Mar-04-24 11:52PM	Alphatec Holdings Inc CFO John Koning Sells 121,601 Shares (GuruFocus.com)
Mar-01-24 12:40AM	Insider Sell: EVP of Sales David Sponsel Sells 32,365 Shares of Alphatec Holdings Inc (ATEC) (GuruFocus.com)
Feb-28-24 10:14AM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q4 2023 Earnings Call Transcript (Insider Monkey) -8.87%
Feb-27-24 04:58PM	Alphatec Holdings Inc (ATEC) Reports Robust Revenue Growth and Margin Expansion in FY 2023 (GuruFocus.com)
04:52PM	Alphatec: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	ATEC Reports Fourth Quarter and Full-Year 2023 Financial Results and Recent Corporate Highlights (Business Wire)
Jan-29-24 09:00AM	ATEC to Present at Upcoming Conferences (Business Wire)
Jan-08-24 09:00AM	ATEC Announces Record Preliminary Revenue Results for 2023 and 2024 Revenue Guidance (Business Wire) +9.10%
08:00AM	Aclarion and ATEC Execute Strategic Partnership Agreement to Advance Commercialization of Nociscan (GlobeNewswire)
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Dec-19-23 09:00AM	ATEC to Present at the 2024 J.P. Morgan Healthcare Conference (Business Wire) +6.72%
Nov-07-23 10:52AM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q3 2023 Earnings Call Transcript (Insider Monkey) +5.24%
Nov-06-23 04:43PM	Alphatec Holdings Inc (ATEC) Reports 32% Revenue Growth in Q3 2023, Raises Full Year EBITDA Guidance (GuruFocus.com)
04:39PM	Alphatec: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	ATEC Reports Third Quarter 2023 Financial Results and Raises Full Year 2023 Adjusted EBITDA Guidance (Business Wire)
Nov-01-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Oct-31-23 09:00AM	ATEC Equipped to Support Ramping Surgical Volume With Proceeds From Secondary Offering (Business Wire)
Oct-27-23 04:05PM	ATEC Announces Closing of Public Stock Offering (Business Wire)
Oct-25-23 05:38PM	Why Alphatec Holdings Stock Plunged Today (Motley Fool) -21.22%
Oct-24-23 10:59PM	ATEC Announces Pricing of Public Offering of Common Stock (Business Wire)
04:01PM	ATEC Announces Proposed Public Offering of Common Stock (Business Wire)
Oct-23-23 07:00AM	Aclarion Announces Signing Strategic Partnership Letter of Intent With ATEC to Advance Commercialization of Nociscan (GlobeNewswire) +5.22%
Oct-17-23 04:05PM	ATEC Enhances Board with Renowned Spine Prowess (Business Wire)
09:00AM	ATEC to Preview the Informatics Sophistication of EOS Catalyst at NASS 2023 (Business Wire)
Oct-16-23 04:05PM	ATEC Advances Lateral Surgery With Launch of Expandable Technology (Business Wire)
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09:00AM	ATEC Announces Preliminary Third Quarter 2023 Revenue Results and Raises Full-Year Revenue Guidance (Business Wire)
Oct-09-23 04:05PM	ATEC Clinical Precision and Predictability on Display at NASS 2023 (Business Wire)
Oct-05-23 12:37PM	Alphatec Holdings (ATEC): A Smart Investment or a Value Trap? An In-Depth Exploration (GuruFocus.com)
Sep-18-23 12:14PM	Alphatec Holdings Inc (ATEC): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-14-23 01:12PM	Insider Sell: Director David Mowry Sells 9,500 Shares of Alphatec Holdings Inc (GuruFocus.com)
Sep-08-23 07:36PM	Alphatec Holdings (ATEC): A Modestly Undervalued Gem in the Medical Technology Sector (GuruFocus.com) -6.89%
01:05PM	Alphatec Holdings Inc (ATEC): A Deep Dive into Its Performance Potential (GuruFocus.com)
Aug-07-23 11:00AM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-03-23 04:11PM	Alphatec: Q2 Earnings Snapshot (AP Finance)
04:00PM	ATEC Reports Second Quarter 2023 Financial Results and Raises Full Year 2023 Revenue and Adjusted EBITDA Guidance (Business Wire)
Jul-24-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Jul-18-23 09:00AM	ATEC to Report Second Quarter Financial Results on August 3, 2023 (Business Wire)
Jul-02-23 09:37AM	Alphatec Holdings' (NASDAQ:ATEC) growing losses don't faze investors as the stock hikes 11% this past week (Simply Wall St.)
Jun-27-23 04:16PM	Medical Technology Stock Breaks Out, Sees 28% Revenue Growth (Investor's Business Daily)
Jun-06-23 07:00AM	Missed Out On Intuitive Surgical's Boom? This Stock May Be a Better Buy Now (Motley Fool)
Jun-04-23 10:47AM	With 52% ownership in Alphatec Holdings, Inc. (NASDAQ:ATEC), institutional investors have a lot riding on the business (Simply Wall St.)
May-23-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
May-04-23 04:53PM	Alphatec: Q1 Earnings Snapshot (AP Finance)
04:05PM	ATEC Reports First Quarter 2023 Financial Results (Business Wire)
10:42AM	Artificial Intelligence Engine Predicts ATEC Stock to Gain 5.5% by June 1 (InvestorPlace)
Apr-19-23 05:00PM	ATEC Announces $60 Million Underwritten Offering (Business Wire)
04:07PM	Accelus Sells Remi Robotic Navigation System to Alphatec and Announces Leadership Change to Drive Growth and Innovation (GlobeNewswire)
04:05PM	ATEC Acquires Navigation-Enabled Robotics Platform; Raises 2023 Revenue Guidance on Strength of Preliminary First Quarter Revenue Results (Business Wire)
Apr-17-23 08:24AM	Why Investors Shouldn't Be Surprised By Alphatec Holdings, Inc.'s (NASDAQ:ATEC) P/S (Simply Wall St.)
Apr-13-23 09:00AM	ATEC to Report First Quarter 2023 Financial Results on May 4, 2023 (Business Wire)
Apr-04-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Mar-13-23 09:39AM	Alphatecs $14 million deposited with SVB represents more than 16% of its cash, cash equivalents (MarketWatch) +5.38%
Mar-03-23 08:10PM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-28-23 07:25PM	Alphatec (ATEC) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports Record Fourth Quarter and Full-Year 2022 Financial Results and Recent Corporate Highlights (Business Wire)
Feb-21-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Feb-10-23 08:40AM	Alphatec (ATEC) Soars 8.4%: Is Further Upside Left in the Stock? (Zacks)
Feb-07-23 09:00AM	ATEC to Report Fourth Quarter and Fiscal Year 2022 Financial Results on February 28, 2023 (Business Wire)
Jan-09-23 09:00AM	ATEC Announces Select Preliminary Financial 2022 Results, 2023 Guidance and Closing of Flexible, Non-Dilutive Debt Facility (Business Wire) -5.09%
Jan-08-23 09:10AM	Investing in Alphatec Holdings (NASDAQ:ATEC) five years ago would have delivered you a 303% gain (Simply Wall St.)
Dec-28-22 09:00AM	ATEC to Participate in Upcoming Investor Conference (Business Wire)
Dec-12-22 12:32PM	With 49% stake, Alphatec Holdings, Inc. (NASDAQ:ATEC) seems to have captured institutional investors' interest (Simply Wall St.) +8.06%
Nov-09-22 06:22AM	Alphatec Holdings Third Quarter 2022 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)
Nov-03-22 06:45PM	Alphatec (ATEC) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports Third Quarter 2022 Financial Results (Business Wire)
06:36AM	Estimating The Fair Value Of Alphatec Holdings, Inc. (NASDAQ:ATEC) (Simply Wall St.)
Nov-01-22 10:01AM	Globus Medical (GMED) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Oct-27-22 10:02AM	Will Alphatec (ATEC) Report Negative Earnings Next Week? What You Should Know (Zacks)
Oct-17-22 12:41PM	Is It Time To Consider Buying Alphatec Holdings, Inc. (NASDAQ:ATEC)? (Simply Wall St.)
Oct-12-22 09:00AM	ATEC Launches Expandable Technology for Medialized Posterior Procedure (Business Wire)
Oct-11-22 09:00AM	ATEC Advances Lateral Sophistication (Business Wire)
Oct-10-22 09:00AM	ATEC Announces Select Preliminary Third Quarter 2022 Financial Results and Raises Guidance (Business Wire) +5.57%
Oct-05-22 09:55AM	Wall Street Analysts Believe Alphatec (ATEC) Could Rally 77%: Here's is How to Trade (Zacks)
Sep-29-22 07:50AM	Alphatec (ATEC) Soars 7%: Is Further Upside Left in the Stock? (Zacks)
Sep-28-22 09:00AM	ATEC Advances Clinical Predictability with Procedural Solutions to be Featured at NASS 2022 (Business Wire) +7.04%
Sep-15-22 08:04PM	Wait for the Year-End Rally, Says Morgan Stanley; Here Are 2 Stocks to Play That Bullish Outlook (TipRanks)
Aug-30-22 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Aug-04-22 07:25PM	Alphatec (ATEC) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports Second Quarter 2022 Financial Results and Increases Full-Year Revenue Guidance (Business Wire)
Aug-01-22 10:03AM	Alphatec Holdings (NASDAQ:ATEC) shareholders have earned a 35% CAGR over the last five years (Simply Wall St.)
10:01AM	Analysts Estimate Si-Bone (SIBN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-28-22 10:03AM	Analysts Estimate Alphatec (ATEC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-26-22 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Jul-21-22 09:00AM	ATEC to Report Second Quarter 2022 Financial Results on August 4, 2022 (Business Wire)
Jul-02-22 09:12AM	Here's What Alphatec Holdings, Inc.'s (NASDAQ:ATEC) Shareholder Ownership Structure Looks Like (Simply Wall St.)
Jun-02-22 08:47AM	Bullish insiders at Alphatec Holdings, Inc. (NASDAQ:ATEC) loaded up on US$3.2m of stock earlier this year (Simply Wall St.) +6.79%
May-25-22 09:00AM	ATEC to Host Investor Day Today, May 25, 2022 (Business Wire)
May-19-22 09:00AM	ATEC to Participate in Upcoming Investor Events (Business Wire)
May-05-22 06:35PM	Alphatec (ATEC) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports First Quarter 2022 Financial Results and Increases Full-Year Revenue Guidance (Business Wire)
May-04-22 05:35PM	Repro Med Systems, Inc. (KRMD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
Apr-21-22 09:00AM	ATEC to Report First Quarter 2022 Financial Results on May 5, 2022 (Business Wire)
Apr-05-22 09:00AM	ATEC to Host Investor Day on May 25, 2022 (Business Wire)
Apr-04-22 08:23AM	Strength Seen in Alphatec (ATEC): Can Its 12.1% Jump Turn into More Strength? (Zacks)

Alphatec Holdings, Inc. engages in the design, development, and marketing of spinal fusion technology products and solutions for the treatment of spinal disorders. It offers intra-operative information and neuromonitoring technologies, access systems, interbody implants, fixation systems, and various biologics offerings. The company was founded on March 4, 2005 and is headquartered in Carlsbad, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Koning John Todd	CHIEF FINANCIAL OFFICER	Apr 24 '24	Sale	12.82	37,500	480,750	393,356	Apr 26 04:38 PM
Bakst Evan	Director	Mar 14 '24	Buy	13.53	15,000	202,950	15,000	Mar 18 11:35 AM
Blackford Quentin S.	Director	Mar 07 '24	Buy	12.83	20,000	256,600	572,605	Mar 08 08:55 PM
Marshall Tyson Eliot	GENERAL COUNSEL & CORP. SEC.	Mar 06 '24	Sale	13.16	9,225	121,401	295,870	Mar 08 05:30 PM
Koning John Todd	CHIEF FINANCIAL OFFICER	Mar 01 '24	Sale	13.30	121,601	1,617,293	430,856	Mar 04 08:43 PM
Marshall Tyson Eliot	GENERAL COUNSEL & CORP. SEC.	Mar 01 '24	Sale	13.30	11,825	157,272	305,095	Mar 04 08:45 PM
Sponsel David	EVP, SALES	Feb 27 '24	Sale	15.19	32,365	491,624	622,296	Feb 29 06:51 PM
Lish Scott	CHIEF OPERATING OFFICER	Feb 27 '24	Sale	15.19	31,075	472,029	507,165	Feb 29 06:49 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 26 '24	Sale	15.05	41,560	625,478	1,188,444	Feb 28 12:21 PM
Sponsel David	EVP, SALES	Feb 21 '24	Sale	15.34	17,820	273,359	654,661	Feb 22 06:31 PM
Lish Scott	CHIEF OPERATING OFFICER	Feb 21 '24	Sale	15.34	11,963	183,512	538,240	Feb 22 06:30 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 20 '24	Sale	15.16	77,255	1,171,186	1,188,814	Feb 22 06:31 PM
Sponsel David	EVP, SALES	Feb 14 '24	Sale	16.16	2,500	40,400	637,418	Feb 15 05:49 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 05 '24	Sale	16.41	500	8,205	1,266,069	Feb 05 06:46 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 02 '24	Sale	16.51	38,556	636,560	1,266,569	Feb 05 06:46 PM
Sponsel David	EVP, SALES	Feb 02 '24	Sale	16.47	36,620	603,131	639,918	Feb 05 06:48 PM
Lish Scott	CHIEF OPERATING OFFICER	Feb 02 '24	Sale	16.47	25,210	415,209	518,457	Feb 05 06:44 PM
Sponsel David	EVP, SALES	Jan 16 '24	Sale	15.00	2,500	37,500	555,280	Jan 17 04:30 PM
Sponsel David	EVP, SALES	Dec 21 '23	Sale	15.00	2,500	37,500	557,780	Dec 26 07:25 PM
Demski David M	Director	Nov 09 '23	Buy	10.50	30,000	315,000	181,694	Nov 13 10:19 AM
Miles Patrick	CEO	Sep 27 '23	Sale	13.00	59,375	771,875	5,452,736	Sep 27 06:45 PM
Miles Patrick	CEO	Sep 26 '23	Sale	12.46	60,000	747,600	5,512,111	Sep 27 06:45 PM
Miles Patrick	CEO	Sep 25 '23	Sale	12.51	60,000	750,600	5,572,111	Sep 27 06:45 PM
Miles Patrick	CEO	Sep 20 '23	Sale	13.35	60,000	801,000	5,632,111	Sep 20 05:26 PM
Miles Patrick	CEO	Sep 19 '23	Sale	13.42	60,000	805,200	5,692,111	Sep 20 05:26 PM
Miles Patrick	CEO	Sep 18 '23	Sale	13.48	60,000	808,800	5,752,111	Sep 20 05:26 PM
TULLIS JAMES L L	Director	Sep 11 '23	Sale	14.74	70,000	1,031,800	563,831	Sep 13 12:25 PM
TULLIS JAMES L L	Director	Sep 11 '23	Sale	14.74	35,000	515,900	171,962	Sep 13 12:25 PM
Mowry David H	Director	Sep 11 '23	Sale	14.46	9,500	137,370	92,381	Sep 13 12:27 PM
Bakst Evan	Director	Aug 23 '23	Sale	14.92	8,700	129,804	1,089,038	Aug 24 08:34 PM
Pritzker Jennifer N.	10% Owner	Aug 10 '23	Buy	14.99	2,400	35,976	58,000	Aug 10 06:06 PM
Pritzker Jennifer N.	10% Owner	Aug 10 '23	Buy	14.95	2,000	29,900	8,000	Aug 10 06:06 PM
Pritzker Jennifer N.	10% Owner	Aug 08 '23	Buy	15.56	1,350	21,006	11,931	Aug 10 06:06 PM
Hunsaker Craig E	EVP, PEOPLE/CULTURE & GC	Jun 28 '23	Sale	18.00	100,487	1,808,766	1,120,427	Jun 28 08:47 PM
Hunsaker Craig E	EVP, PEOPLE/CULTURE & GC	Jun 27 '23	Sale	18.00	6,542	117,756	1,220,914	Jun 28 08:47 PM
Altman Elizabeth Ann	Director	Jun 16 '23	Sale	16.14	9,273	149,666	31,158	Jun 20 05:08 PM
Sponsel David	EVP, SALES	Jun 15 '23	Sale	16.17	55,577	898,680	559,840	Jun 20 12:35 PM
Segal Paul	Director	Jun 12 '23	Sale	15.15	71,329	1,080,634	100,000	Jun 14 08:55 PM
Segal Paul	Director	Jun 12 '23	Sale	15.15	71,329	1,080,634	100,000	Jun 16 04:54 PM
TULLIS JAMES L L	Director	May 17 '23	Option Exercise	3.50	255,035	892,622	659,570	May 18 06:00 PM
TULLIS JAMES L L	Director	May 17 '23	Option Exercise	3.50	6,143	21,500	198,452	May 18 06:00 PM
TULLIS JAMES L L	Director	May 15 '23	Option Exercise	3.50	255,034	892,619	575,283	May 16 07:47 PM
TULLIS JAMES L L	Director	May 15 '23	Option Exercise	3.50	6,143	21,500	193,701	May 16 07:47 PM
Hunsaker Craig E	EVP, PEOPLE/CULTURE & GC	May 15 '23	Sale	15.29	58,238	890,459	1,227,456	May 16 07:45 PM
Berkowitz Mortimer III	Director	May 12 '23	Option Exercise	3.50	107,937	377,780	663,058	May 12 06:48 PM
Miles Patrick	CEO	May 10 '23	Option Exercise	3.50	269,842	944,447	5,872,606	May 12 06:00 PM
Pritzker Jennifer N.	10% Owner	May 10 '23	Buy	15.57	2,400	37,368	55,600	May 11 04:40 PM
Pritzker Jennifer N.	10% Owner	May 10 '23	Buy	15.71	2,000	31,420	7,000	May 11 04:40 PM
L-5 Healthcare Partners, LLC	Director by deputization	May 10 '23	Sale	14.88	1,700,000	25,296,000	11,081,538	May 12 04:59 PM
Segal Paul	10% Owner	May 10 '23	Sale	14.88	167,496	2,492,340	171,329	May 12 04:59 PM
Pritzker Jennifer N.	10% Owner	May 09 '23	Buy	15.26	1,200	18,312	10,581	May 11 04:40 PM

Open in Screener

MPLN

MultiPlan Corp

May 06 • 04:00PM ET

0.6665

Dollar change +0.0122
Percentage change 1.86	%

Healthcare • Health Information Services • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VB IWM VBR VXF FNDA IWN VTWO BSVO SCHA

Index	RUT	P/E	-	EPS (ttm)	-0.14	Insider Own	58.66%	Shs Outstand	648.32M	Perf Week	0.24%
Market Cap	437.06M	Forward P/E	-	EPS next Y	-0.14	Insider Trans	0.00%	Shs Float	271.10M	Perf Month	-20.56%
Income	-91.70M	PEG	-	EPS next Q	-0.05	Inst Own	36.01%	Short Float	6.17%	Perf Quarter	-34.66%
Sales	961.52M	P/S	0.45	EPS this Y	-37.86%	Inst Trans	-5.19%	Short Ratio	8.58	Perf Half Y	-59.61%
Book/sh	2.64	P/B	0.25	EPS next Y	27.71%	ROA	-1.26%	Short Interest	16.74M	Perf Year	-7.78%
Cash/sh	0.12	P/C	5.36	EPS next 5Y	22.80%	ROE	-5.24%	52W Range	0.53 - 2.29	Perf YTD	-53.72%
Dividend Est.	-	P/FCF	6.95	EPS past 5Y	-	ROI	-1.47%	52W High	-70.90%	Beta	0.84
Dividend TTM	-	Quick Ratio	1.16	Sales past 5Y	-1.06%	Gross Margin	31.83%	52W Low	25.75%	ATR (14)	0.07
Dividend Ex-Date	-	Current Ratio	1.16	EPS Y/Y TTM	84.16%	Oper. Margin	18.03%	RSI (14)	44.17	Volatility	7.40% 10.17%
Employees	2800	Debt/Eq	2.67	Sales Y/Y TTM	-10.95%	Profit Margin	-9.54%	Recom	2.00	Target Price	1.68
Option/Short	Yes / Yes	LT Debt/Eq	2.66	EPS Q/Q	95.24%	Payout	-	Rel Volume	0.65	Prev Close	0.65
Sales Surprise	-1.19%	EPS Surprise	26.61%	Sales Q/Q	1.26%	Earnings	May 08 BMO	Avg Volume	1.95M	Price	0.67
SMA20	-3.44%	SMA50	-18.10%	SMA200	-50.62%	Trades		Volume	1,247,013	Change	1.86%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-13-22	Downgrade	Citigroup	Buy → Neutral	$3 → $2
Jul-12-22	Initiated	Goldman	Neutral	$6.50
Oct-04-21	Resumed	Citigroup	Buy	$9
Apr-07-21	Initiated	B. Riley Securities	Buy	$10
Mar-19-21	Initiated	Barclays	Equal Weight	$7

Apr-30-24 08:30AM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
Apr-16-24 08:00AM	MultiPlan Corporation Announces First Quarter 2024 Earnings Conference Call (Business Wire) -5.38%
Mar-29-24 04:30PM	MultiPlan Corporation Receives Continued Listing Standard Notice from NYSE (Business Wire)
Mar-07-24 08:00AM	MultiPlan Appoints Jerry Hogge as Chief Operating Officer (Business Wire) -6.21%
Mar-04-24 08:55AM	MultiPlan Corporation to present at Barclays 26th Annual Global Healthcare Conference (Business Wire)
06:00PM	Loading…
Mar-01-24 06:00PM	Grant of Awards to New MultiPlan CEO, Travis Dalton, under NYSE Listing Rules (Business Wire)
09:58AM	MultiPlan Corporation (NYSE:MPLN) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-29-24 06:00AM	MultiPlan Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-01-24 08:00AM	MultiPlan Corporation Announces Fourth Quarter and Full Year 2023 Earnings Conference Call (Business Wire)
Jan-04-24 08:00AM	MultiPlan Announces CEO Succession Plan (Business Wire) -7.04%
Dec-06-23 04:30PM	MultiPlan Corporation to present at the 42nd Annual J.P. Morgan Healthcare Conference (Business Wire)
Nov-16-23 08:00AM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire) -5.15%
Nov-08-23 02:30PM	MultiPlan Corporation (NYSE:MPLN) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:00AM	MultiPlan Announces Extension of $100 Million Share Repurchase Program (Business Wire)
Nov-07-23 06:00AM	MultiPlan Reports Third Quarter 2023 Results (Business Wire) -6.49%
08:00AM	Loading…
Oct-05-23 08:00AM	MultiPlan Corporation Announces Third Quarter 2023 Earnings Conference Call (Business Wire)
Sep-07-23 11:00AM	MultiPlan Named to Prestigious 2023 Fortune Best Workplaces in Health Care List (Business Wire)
Sep-05-23 02:00PM	MultiPlan Announces New Additions to Senior Leadership Team (Business Wire)
Sep-01-23 08:00AM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
Aug-24-23 12:00PM	MultiPlan Earns 2023 Great Place to Work Certification (Business Wire)
Aug-02-23 06:00AM	MultiPlan Reports Second Quarter 2023 Results (Business Wire) -8.88%
Jul-06-23 08:31AM	MultiPlan Corporation Announces Second Quarter 2023 Earnings Conference Call (Business Wire)
Jun-27-23 08:00AM	MultiPlan Appoints John Prince to its Board of Directors (Business Wire) +9.27%
Jun-23-23 04:30PM	MultiPlan Corporation to Hold Meeting of Stockholders on August 4, 2023 (Business Wire)
Jun-20-23 08:00AM	MultiPlan and ECHO Health Partner to Drive Health Plan Administrative Costs Down (Business Wire)
Jun-14-23 01:30PM	MultiPlan Named a Best Workplace in New York (Business Wire)
Jun-12-23 08:30AM	MultiPlan Corporation to Host Analyst and Investor Day (Business Wire)
May-16-23 12:00PM	MultiPlan Wins 2023 "Best Healthcare InsurTech Solution Provider" MedTech Breakthrough Award (Business Wire)
May-12-23 08:30AM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
May-09-23 07:00AM	MultiPlan Acquires Leading Healthcare Data and Analytics Firm Benefits Science LLC (Business Wire) +29.07%
06:00AM	Loading…
May-04-23 06:00AM	MultiPlan Reports First Quarter 2023 Results (Business Wire) -13.43%
Apr-05-23 08:00AM	MultiPlan Corporation Announces First Quarter 2023 Earnings Conference Call (Business Wire)
Mar-14-23 04:15PM	MultiPlan Corporation Releases Inaugural Environmental, Social, and Governance Report (Business Wire)
Feb-28-23 06:10AM	MultiPlan Reports Fourth Quarter and Full Year 2022 Results (Business Wire)
06:00AM	MultiPlan Announces $100 Million Share Repurchase Program (Business Wire)
Feb-16-23 04:35PM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
Feb-01-23 08:00AM	MultiPlan Corporation Announces Fourth Quarter and Full Year 2022 Earnings Conference Call (Business Wire)
Jan-24-23 11:00AM	MultiPlan Welcomes New Chief People Officer (Business Wire)
Jan-04-23 10:30AM	MultiPlan Awards $41,000 to Rural Hospitals (Business Wire)
Nov-21-22 02:00PM	Alwyn van Heerden Joins MultiPlan as Vice President of Strategy and Corporate Development (Business Wire) -5.77%
Nov-17-22 07:52PM	MultiPlan Corporation Announces Settlement of Delaware Litigation (Business Wire)
Nov-15-22 04:35PM	MultiPlan Corporation Announces Participation at Upcoming Conference (Business Wire) -7.07%
Nov-10-22 02:00PM	Merging Artificial and Human Intelligence to Pursue Payment IntegrityMultiPlans Ben Perryman and Evan Pollack to speak at the NHCAA Annual Training Conference (Business Wire)
Nov-08-22 06:00AM	MultiPlan Reports Third Quarter 2022 Results and Updates 2022 Guidance (Business Wire) -17.01%
Nov-02-22 11:00AM	Navigating the No Surprises Act MultiPlans Susan Mohler to Speak at the Texas Covered Health Care Conference Nov. 8 (Business Wire) -5.99%
Oct-18-22 05:00PM	MultiPlan Corporation Announces Third Quarter 2022 Earnings Conference Call (Business Wire)
Sep-01-22 02:00PM	MultiPlan Accepting Applications for Rural Health Grant (Business Wire)
Aug-30-22 04:35PM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
Aug-29-22 04:30PM	MultiPlan Earns Great Place to Work Certification (Business Wire)
Aug-04-22 06:30AM	MultiPlan Reports Second Quarter 2022 Results (Business Wire) -10.78%
Jul-15-22 08:50AM	MultiPlan Corporation Announces Second Quarter 2022 Earnings Conference Call (Business Wire)
Jul-14-22 07:33AM	Is There An Opportunity With MultiPlan Corporation's (NYSE:MPLN) 41% Undervaluation? (Simply Wall St.)
Jun-16-22 04:30PM	MultiPlan Invests in a Leading Data Management and Interoperability Platform (Business Wire)
Jun-05-22 09:09AM	Shareholders in MultiPlan (NYSE:MPLN) are in the red if they invested a year ago (Simply Wall St.)
May-10-22 03:39PM	MultiPlan Corporation Reports Better-Than-Expected Revenue Growth, adjusted EBITDA for Q1 2022 (Exec Edge) +11.89%
06:00AM	MultiPlan Reports First Quarter 2022 Results (Business Wire)
May-02-22 05:00PM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
Apr-21-22 07:51AM	Should You Be Worried About MultiPlan Corporation's (NYSE:MPLN) 4.4% Return On Equity? (Simply Wall St.)
Apr-12-22 04:30PM	MultiPlan Corporation Announces First Quarter 2022 Earnings Conference Call (Business Wire)
Mar-24-22 02:30PM	MultiPlan Wins "Healthcare Data Solution of the Year" Designation in 2022 Data Breakthrough Awards Program (Business Wire)
Mar-21-22 02:30PM	MultiPlan Receives 2022 CIO 100 Award (Business Wire)
Feb-20-22 07:01AM	Here's What Analysts Are Forecasting For MultiPlan Corporation (NYSE:MPLN) After Its Yearly Results (Simply Wall St.)
Feb-17-22 06:00AM	MultiPlan Reports Record Fourth Quarter and Full Year 2021 Results (Business Wire)
Feb-14-22 04:15PM	MultiPlan Corporation Announces Participation at Upcoming Conferences (Business Wire)
Feb-03-22 05:38PM	Kalos Management, Inc. Buys Vale SA, Sells Consensus Cloud Solutions Inc, Intuitive Surgical ... (GuruFocus.com)
Jan-31-22 04:15PM	MultiPlan Completes Successful CEO Transition to Dale White (Business Wire) +6.90%
Jan-20-22 07:00AM	MultiPlan Corporation Announces Fourth Quarter and Full Year 2021 Earnings Conference Call (Business Wire)
Dec-16-21 11:38PM	Fidelity Salem Street Trust Buys AMC Entertainment Holdings Inc, E2open Parent Holdings Inc, ... (GuruFocus.com) -7.19%
Dec-15-21 10:30AM	MultiPlans End-to-End Surprise Billing Service Gaining Traction (Business Wire)
Nov-29-21 03:00PM	MultiPlan Awards $40,000 to Rural Hospitals (Business Wire)
Nov-23-21 09:41AM	MultiPlan (NYSE:MPLN) shareholders are up 11% this past week, but still in the red over the last year (Simply Wall St.) -8.14%
Nov-22-21 04:30PM	MultiPlan Corporation Announces Participation in a Fireside Chat at the BofA Leverage Finance Conference (Business Wire) +32.67%
Nov-18-21 04:30PM	MultiPlan Corporation Announces Anticipated Effective Date of Resale Registration Statement With Respect to Shares of Class A Common Stock Issuable Upon Conversion of Its 6.00% / 7.00% Convertible Senior PIK Toggle Notes Due 2027 (Business Wire) -11.97%
08:00AM	MultiPlan Appoints Dr. Benjamin Perryman, Vice President of Data Science Operations (Business Wire)
Nov-16-21 08:30AM	MultiPlan Appoints Jim Head as New CFO (Business Wire)
Nov-15-21 08:00AM	MultiPlan Corporation Releases Stockholder Update (Business Wire)
Nov-11-21 12:43PM	MultiPlan Corporation Reminds Investors of Participation in a Fire Side Chat at the Credit Suisse 30th Annual Healthcare Conference (Business Wire) +9.31%
Nov-08-21 06:04AM	MultiPlan Corporation Announces Investor Call (Business Wire)
06:00AM	MultiPlan Corporation Files Required Resale Registration Statement in Connection With Existing Convertible Notes (Business Wire)
Nov-04-21 05:42PM	MultiPlan Corporation Announces Participation at the Credit Suisse 30th Annual Healthcare Conference (Business Wire) -6.51%
Nov-03-21 06:00AM	MultiPlan Reports Third Quarter 2021 Results and Updates 2021 Guidance (Business Wire) +7.21%
Oct-26-21 08:30AM	MultiPlan Appoints Industry Veteran to Lead Surprise Bill Arbitration Services (Business Wire)
Oct-06-21 05:00PM	MultiPlan Corporation Announces Third Quarter 2021 Earnings Conference Call (Business Wire)
Sep-08-21 03:30PM	MultiPlan Rolls Out Updated Payment and Revenue Integrity Services; Helping Payors Prevent, Correct, and Recover Throughout Claims Lifecycle (Business Wire)
Aug-27-21 06:50AM	MultiPlan Announces $250 Million Share Repurchase Program (Business Wire) +8.16%
Aug-25-21 03:46PM	Trade Alert: The Independent Director Of MultiPlan Corporation (NYSE:MPLN), Julie Klapstein, Has Just Spent US$72k Buying 188% More Shares (Simply Wall St.)
Aug-24-21 03:30PM	MultiPlan Appoints Navin Nagiah, Senior Vice President, Products (Business Wire)
Aug-17-21 10:21PM	MultiPlan Corporation Announces Upsizing and Pricing of Offering of $1.05 Billion of Senior Secured Notes (Business Wire)
Aug-16-21 07:40AM	MultiPlan Corporation Announces Offering of Senior Secured Notes (Business Wire)
Aug-05-21 06:15AM	MultiPlan Announces Executive Leadership Transitions (Business Wire) -6.48%
06:00AM	MultiPlan Reports Second Quarter 2021 Results and Updates 2021 Guidance (Business Wire)
Jul-22-21 08:00AM	HST, a MultiPlan Company, and Healthcare Bluebook Partner to Help Employers Offer Transparent and Affordable Health Plans (Business Wire)
Jul-20-21 08:00AM	MultiPlan Appoints JR Riding as Chief Information Security Officer (Business Wire)
Jul-12-21 05:54AM	MultiPlan Corporation (NYSE:MPLN) Shares Could Be 49% Below Their Intrinsic Value Estimate (Simply Wall St.)
Jul-09-21 07:00AM	MultiPlan Corporation Responds to Investor Concerns and Announces Second Quarter 2021 Earnings Conference Call Reaffirms FY 2021 Guidance (Business Wire)
Jun-07-21 03:40PM	CLASS ACTION UPDATE for MPLN, EBS and ARRY: Levi & Korsinsky, LLP Reminds Investors of Class Actions on Behalf of Shareholders (ACCESSWIRE)
03:00PM	Today, Final Deadline for Investors with Losses Exceeding $50K to Actively Participate in MultiPlan Corporation (MPLN) Class Action - Bronstein, Gewirtz & Grossman, LLC (Newsfile)
10:50AM	SHAREHOLDER ALERT: MPLN DNMR FREQ: The Law Offices of Vincent Wong Reminds Investors of Important Class Action Deadlines (ACCESSWIRE)
10:00AM	Today, Final Deadline For Shareholders with Losses Exceeding $50K to Actively Participate in MultiPlan Corporation (MPLN) Class Action - Bronstein, Gewirtz & Grossman, LLC (ACCESSWIRE)
Jun-06-21 10:30AM	The Gross Law Firm Announces Class Actions on Behalf of Shareholders of MPLN, VRUS and FREQ (ACCESSWIRE)

MultiPlan Corp. engages in providing data analytics and technology-enabled solutions. It focuses on analytics-based services, data and decision science services, network-based services, payment and revenue integrity services, surprise billing services, and MultiPlan payments. The company was founded in 1980 and is headquartered in New York, NY.

Open in Screener

WDAY

Workday Inc

May 06 • 04:00PM ET

249.91

Dollar change -5.87
Percentage change -2.29	%

Technology • Software - Application • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI QQQ VXF VUG VGT IWF FDN IGV QTEC QQQM

Index	NDX	P/E	48.58	EPS (ttm)	5.14	Insider Own	21.56%	Shs Outstand	210.67M	Perf Week	0.46%
Market Cap	65.98B	Forward P/E	31.66	EPS next Y	7.89	Insider Trans	-1.68%	Shs Float	207.08M	Perf Month	-6.86%
Income	1.38B	PEG	2.37	EPS next Q	1.59	Inst Own	71.27%	Short Float	2.37%	Perf Quarter	-14.34%
Sales	7.20B	P/S	9.17	EPS this Y	14.98%	Inst Trans	-0.26%	Short Ratio	2.36	Perf Half Y	17.37%
Book/sh	30.63	P/B	8.16	EPS next Y	17.57%	ROA	9.22%	Short Interest	4.90M	Perf Year	37.37%
Cash/sh	29.64	P/C	8.43	EPS next 5Y	20.48%	ROE	20.20%	52W Range	174.25 - 311.28	Perf YTD	-9.47%
Dividend Est.	-	P/FCF	34.34	EPS past 5Y	-	ROI	12.23%	52W High	-19.72%	Beta	1.37
Dividend TTM	-	Quick Ratio	1.92	Sales past 5Y	20.59%	Gross Margin	75.38%	52W Low	43.42%	ATR (14)	6.05
Dividend Ex-Date	-	Current Ratio	1.92	EPS Y/Y TTM	464.97%	Oper. Margin	1.69%	RSI (14)	38.58	Volatility	2.47% 2.00%
Employees	18800	Debt/Eq	0.41	Sales Y/Y TTM	16.11%	Profit Margin	19.18%	Recom	1.79	Target Price	316.65
Option/Short	Yes / Yes	LT Debt/Eq	0.40	EPS Q/Q	1004.59%	Payout	0.00%	Rel Volume	1.42	Prev Close	255.78
Sales Surprise	0.27%	EPS Surprise	6.69%	Sales Q/Q	16.78%	Earnings	May 23 AMC	Avg Volume	2.08M	Price	249.91
SMA20	-2.71%	SMA50	-7.01%	SMA200	-1.57%	Trades		Volume	2,881,529	Change	-2.29%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-27-24	Reiterated	Needham	Buy	$300 → $350
Jan-10-24	Resumed	DA Davidson	Neutral	$300
Jan-04-24	Resumed	KeyBanc Capital Markets	Overweight	$310
Nov-29-23	Reiterated	BMO Capital Markets	Outperform	$260 → $290
Aug-25-23	Reiterated	Needham	Buy	$220 → $250
Jun-28-23	Initiated	RBC Capital Mkts	Outperform	$275
May-24-23	Upgrade	Exane BNP Paribas	Neutral → Outperform	$235
May-08-23	Downgrade	Stifel	Buy → Hold	$210 → $200
Mar-01-23	Downgrade	Societe Generale	Buy → Hold	$212 → $205
Feb-28-23	Reiterated	Wells Fargo	Overweight	$240 → $250
Feb-28-23	Reiterated	Stifel	Buy	$185 → $210
Feb-28-23	Reiterated	Robert W. Baird	Outperform	$223 → $220
Feb-28-23	Reiterated	Piper Sandler	Overweight	$184 → $215
Feb-28-23	Reiterated	Morgan Stanley	Overweight	$220 → $230
Feb-28-23	Reiterated	Mizuho	Buy	$200 → $225
Feb-28-23	Reiterated	Loop Capital	Hold	$160 → $180
Feb-28-23	Reiterated	Deutsche Bank	Hold	$195 → $200
Feb-28-23	Reiterated	DA Davidson	Buy	$205 → $220
Feb-28-23	Reiterated	Cowen	Outperform	$225 → $230
Feb-28-23	Reiterated	Citigroup	Neutral	$185 → $203

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Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in March 2005 and is headquartered in Pleasanton, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DUFFIELD DAVID A	10% Owner	Apr 12 '24	Sale	264.89	56,000	14,833,707	843,000	Apr 16 05:49 PM
DUFFIELD DAVID A	10% Owner	Apr 08 '24	Sale	268.29	65,221	17,498,081	102,997	Apr 09 09:11 PM
Chakraborty Sayan	Co-President	Apr 08 '24	Sale	268.27	15,065	4,041,530	88,205	Apr 09 09:12 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Apr 08 '24	Sale	268.21	8,447	2,265,575	66,356	Apr 09 09:12 PM
DUFFIELD DAVID A	10% Owner	Apr 05 '24	Sale	268.12	56,000	15,014,928	899,000	Apr 09 09:11 PM
DUFFIELD DAVID A	10% Owner	Apr 01 '24	Sale	271.67	64,162	17,431,103	102,997	Apr 03 04:51 PM
DUFFIELD DAVID A	10% Owner	Apr 01 '24	Sale	271.67	56,000	15,213,601	955,000	Apr 03 04:51 PM
DUFFIELD DAVID A	10% Owner	Mar 22 '24	Sale	276.95	56,000	15,509,160	1,011,000	Mar 26 07:00 PM
DUFFIELD DAVID A	10% Owner	Mar 18 '24	Sale	272.02	57,000	15,504,990	1,067,000	Mar 19 07:03 PM
DUFFIELD DAVID A	10% Owner	Mar 15 '24	Sale	268.85	64,329	17,294,736	102,997	Mar 19 07:03 PM
STILL GEORGE J JR	Director	Mar 12 '24	Sale	270.52	5,000	1,352,608	105,000	Mar 14 07:08 PM
Robinson Douglas A.	Co-President	Mar 05 '24	Sale	266.90	411	109,697	165,521	Mar 07 08:01 PM
DUFFIELD DAVID A	10% Owner	Mar 01 '24	Sale	291.45	59,391	17,309,503	102,997	Mar 05 05:03 PM
Robinson Douglas A.	Co-President	Feb 28 '24	Sale	293.79	3,121	916,920	165,932	Mar 01 05:56 PM
DUFFIELD DAVID A	10% Owner	Jan 12 '24	Sale	281.45	62,731	17,655,609	102,997	Jan 12 07:08 PM
DUFFIELD DAVID A	10% Owner	Jan 10 '24	Sale	277.13	63,448	17,583,533	102,997	Jan 12 07:08 PM
DUFFIELD DAVID A	10% Owner	Jan 08 '24	Sale	272.33	65,839	17,929,674	102,997	Jan 09 07:40 PM
Chakraborty Sayan	Co-President	Jan 08 '24	Sale	272.01	4,342	1,181,064	116,107	Jan 09 07:38 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Jan 08 '24	Sale	271.56	3,446	935,780	83,113	Jan 09 07:18 PM
DUFFIELD DAVID A	10% Owner	Jan 05 '24	Sale	265.66	65,524	17,407,171	102,997	Jan 09 07:40 PM
Rowe Zane	Chief Financial Officer	Jan 05 '24	Sale	265.89	4,655	1,237,722	155,265	Jan 09 07:32 PM
Bozzini James	COO	Jan 05 '24	Sale	265.89	4,365	1,160,613	129,828	Jan 09 07:28 PM
Chakraborty Sayan	Co-President	Jan 05 '24	Sale	265.89	3,384	899,774	120,449	Jan 09 07:38 PM
BHUSRI ANEEL	Co-CEO	Jan 05 '24	Sale	265.89	3,335	886,746	546,670	Jan 09 07:18 PM
Robinson Douglas A.	Co-President	Jan 05 '24	Sale	265.89	2,592	689,189	169,053	Jan 09 07:38 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Jan 05 '24	Sale	265.89	2,418	642,924	86,559	Jan 09 07:18 PM
Robinson Douglas A.	Co-President	Jan 02 '24	Sale	267.71	3,121	835,522	171,645	Jan 04 04:21 PM
DUFFIELD DAVID A	10% Owner	Dec 11 '23	Sale	276.88	108,333	29,995,522	1,124,000	Dec 13 06:18 PM
Chakraborty Sayan	Co-President	Dec 06 '23	Sale	267.40	412	110,169	123,833	Dec 07 05:53 PM
Robinson Douglas A.	Co-President	Dec 05 '23	Sale	266.22	408	108,617	174,766	Dec 07 05:57 PM
Chakraborty Sayan	Co-President	Dec 05 '23	Sale	266.22	329	87,586	124,245	Dec 07 05:53 PM
STILL GEORGE J JR	Director	Dec 01 '23	Sale	271.52	5,000	1,357,586	110,000	Dec 05 04:59 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Nov 30 '23	Sale	267.03	1,411	376,783	88,977	Dec 04 05:49 PM
Chakraborty Sayan	Co-President	Oct 06 '23	Sale	204.27	4,899	1,000,704	124,574	Oct 10 08:12 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Oct 06 '23	Sale	203.04	2,739	556,122	90,388	Oct 10 08:05 PM
Rowe Zane	Chief Financial Officer	Oct 05 '23	Sale	205.41	5,216	1,071,442	159,920	Oct 10 08:10 PM
Bozzini James	COO	Oct 05 '23	Sale	205.41	4,925	1,011,666	134,193	Oct 10 08:08 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Oct 05 '23	Sale	205.41	4,245	871,984	93,127	Oct 10 08:05 PM
Chakraborty Sayan	Co-President	Oct 05 '23	Sale	205.41	3,944	810,154	129,473	Oct 10 08:12 PM
BHUSRI ANEEL	Co-CEO	Oct 05 '23	Sale	205.41	3,889	798,857	550,004	Oct 10 08:07 PM
Robinson Douglas A.	Co-President	Oct 05 '23	Sale	205.41	3,149	646,851	175,174	Oct 10 08:11 PM
DUFFIELD DAVID A	10% Owner	Sep 11 '23	Sale	250.58	108,333	27,145,887	108,333	Sep 13 07:43 PM
STILL GEORGE J JR	Director	Sep 08 '23	Sale	251.00	5,000	1,255,007	115,000	Sep 12 07:30 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Sep 06 '23	Sale	247.90	24,365	6,040,096	97,372	Sep 07 05:03 PM
Chakraborty Sayan	Co-President	Sep 06 '23	Sale	245.68	412	101,220	133,417	Sep 07 05:06 PM
Robinson Douglas A.	Co-President	Sep 05 '23	Sale	246.26	407	100,227	178,323	Sep 07 05:09 PM
Chakraborty Sayan	Co-President	Sep 05 '23	Sale	246.26	328	80,772	133,829	Sep 07 05:06 PM
Eschenbach Carl M.	Co-CEO	Aug 29 '23	Buy	240.44	8,676	2,086,091	20,222	Aug 31 04:21 PM
Chakraborty Sayan	Co-President	Jul 06 '23	Sale	218.81	4,917	1,075,886	134,157	Jul 07 05:07 PM
Bozzini James	COO	Jul 05 '23	Sale	221.43	4,941	1,094,104	139,118	Jul 07 05:15 PM
Sauer Richard Harry	Chief Legal Officer & Secty	Jul 05 '23	Sale	221.43	4,223	935,114	121,737	Jul 07 05:04 PM
Chakraborty Sayan	Co-President	Jul 05 '23	Sale	221.43	3,926	869,348	139,074	Jul 07 05:07 PM
BHUSRI ANEEL	Co-CEO	Jul 05 '23	Sale	221.43	3,869	856,727	553,893	Jul 07 05:02 PM
Robinson Douglas A.	Co-President	Jul 05 '23	Sale	221.43	3,133	693,752	178,730	Jul 07 05:13 PM
Robinson Douglas A.	Co-President	Jun 21 '23	Sale	220.98	11,000	2,430,782	181,863	Jun 23 04:13 PM
DUFFIELD DAVID A	10% Owner	Jun 12 '23	Sale	208.37	108,334	22,573,989	216,666	Jun 14 04:21 PM
STILL GEORGE J JR	Director	Jun 09 '23	Sale	204.15	5,000	1,020,764	0	Jun 13 06:06 PM
Davies Christa	Director	Jun 07 '23	Sale	213.21	33,333	7,106,929	132,865	Jun 09 05:19 PM
Chakraborty Sayan	Co-President	Jun 06 '23	Sale	213.84	412	88,102	146,108	Jun 07 04:59 PM
Robinson Douglas A.	Co-President	Jun 05 '23	Sale	212.37	408	86,647	192,863	Jun 07 04:57 PM
Chakraborty Sayan	Co-President	Jun 05 '23	Sale	212.37	329	69,870	146,520	Jun 07 04:59 PM
Larson Barbara A	Chief Financial Officer	Jun 05 '23	Sale	212.37	225	47,783	67,743	Jun 07 04:56 PM

Open in Screener

LMFA

LM Funding America Inc

May 06 • 04:00PM ET

2.44

Dollar change +0.06
Percentage change 2.52	%

Financial • Credit Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

LMFA LM Funding America Inc daily Stock Chart

Held by: VXF ONEQ

Index	-	P/E	-	EPS (ttm)	-7.18	Insider Own	18.24%	Shs Outstand	2.49M	Perf Week	-6.87%
Market Cap	6.08M	Forward P/E	-	EPS next Y	-	Insider Trans	-3.61%	Shs Float	2.04M	Perf Month	-24.92%
Income	-15.94M	PEG	-	EPS next Q	-0.57	Inst Own	8.81%	Short Float	7.08%	Perf Quarter	-7.15%
Sales	12.99M	P/S	0.47	EPS this Y	38.68%	Inst Trans	-9.49%	Short Ratio	1.11	Perf Half Y	1.67%
Book/sh	14.52	P/B	0.17	EPS next Y	-	ROA	-35.08%	Short Interest	0.14M	Perf Year	-45.96%
Cash/sh	2.35	P/C	1.04	EPS next 5Y	-	ROE	-37.35%	52W Range	1.63 - 8.22	Perf YTD	-34.04%
Dividend Est.	-	P/FCF	-	EPS past 5Y	13.25%	ROI	-43.96%	52W High	-70.32%	Beta	1.26
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	315.26%	Gross Margin	-12.41%	52W Low	49.43%	ATR (14)	0.27
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	46.45%	Oper. Margin	-152.96%	RSI (14)	39.82	Volatility	8.63% 9.65%
Employees	8	Debt/Eq	0.02	Sales Y/Y TTM	676.91%	Profit Margin	-122.76%	Recom	2.00	Target Price	6.00
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	92.54%	Payout	-	Rel Volume	0.22	Prev Close	2.38
Sales Surprise	15.87%	EPS Surprise	58.64%	Sales Q/Q	262.12%	Earnings	Apr 01 BMO	Avg Volume	130.57K	Price	2.44
SMA20	-10.42%	SMA50	-17.68%	SMA200	-19.39%	Trades		Volume	29,121	Change	2.52%

Apr-30-24 08:00AM	LM Funding America, Inc. Announces the Appointment of Marty Traber to its Board of Directors (GlobeNewswire) -6.48%
Apr-09-24 08:30AM	LM Funding America, Inc. Provides Monthly Operational and Bitcoin Mining Update for Month Ended March 31, 2024 (GlobeNewswire)
Apr-05-24 12:00PM	All You Need to Know About LM Funding America (LMFA) Rating Upgrade to Strong Buy (Zacks)
Apr-02-24 11:26AM	LM Funding America, Inc. (NASDAQ:LMFA) Q4 2023 Earnings Call Transcript (Insider Monkey) -6.12%
Apr-01-24 02:52PM	LMFA Stock Earnings: LM Funding America Reported Results for Q4 2023 (InvestorPlace) -6.28%
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08:00AM	LM Funding America Achieves Over 648% Revenue Growth to $13.0 Million for 2023 (GlobeNewswire)
Mar-27-24 08:30AM	LM Funding Regains Compliance with Nasdaq Continued Listing Requirements (GlobeNewswire) +11.11%
Mar-25-24 08:30AM	LM Funding America, Inc. Schedules Fourth Quarter 2023 Financial Results and Business Update Conference Call (GlobeNewswire) +13.48%
Mar-15-24 08:30AM	LM Funding to Take Early Delivery of 300 S21 Bitmain Mining Machines in Advance of 2024 Bitcoin Halving Event (GlobeNewswire)
Mar-11-24 08:30AM	LM Funding America, Inc. Provides Monthly Operational and Bitcoin Mining Update for Month Ended February 29, 2024 (GlobeNewswire) +30.27%
Mar-08-24 08:30AM	LM Funding Announces 1-for-6 Reverse Stock Split to Ensure Compliance with Nasdaq Continued Listing Requirements and to Attract a Broader Audience of Investors (GlobeNewswire) -9.37%
Feb-15-24 09:00AM	LM Funding America, Inc. Provides Monthly Operational and Bitcoin Mining Update for Month Ended January 31, 2024 (GlobeNewswire) +13.88%
Jan-25-24 08:30AM	LM Funding to Present at the Microcap Conference in Atlantic City (Newsfile) -6.40%
Jan-18-24 08:30AM	LM Funding America, Inc. Provides Quarterly Operational and Bitcoin Mining Update for Three Months Ended December 31, 2023 (GlobeNewswire) -15.70%
Jan-16-24 08:30AM	LM Funding Invests in S21 Bitmain Mining Machines in Advance of 2024 Bitcoin Halving Event (GlobeNewswire)
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Dec-28-23 09:00AM	LM Funding Sells Symbiont's Blockchain Technology to Platonic Holdings Inc. (GlobeNewswire) -19.56%
Nov-17-23 02:03PM	LM Funding America, Inc. (NASDAQ:LMFA) Q3 2023 Earnings Call Transcript (Insider Monkey) -9.63%
Nov-15-23 08:30AM	LM Funding America, Inc. Achieves Over 1,720% Year-Over-Year Revenue Growth to $3.4 Million (GlobeNewswire)
Nov-13-23 08:30AM	LM Funding America, Inc. Schedules Third Quarter 2023 Financial Results and Business Update Conference Call (GlobeNewswire)
Oct-18-23 08:30AM	LM Funding America, Inc. Provides Quarterly Operational and Bitcoin Mining Update for Three Months Ended September 30, 2023 (GlobeNewswire) +6.13%
Sep-19-23 08:30AM	LM Funding America Chairman and CEO Bruce Rodgers Interviewed on The Big Biz Show (GlobeNewswire)
Sep-18-23 06:37AM	Tampa's LM Funding to resurrect blockchain startup after bankruptcy sale (American City Business Journals) -8.91%
Sep-06-23 01:00PM	LM Funding America to Present at the H.C. Wainwright 25th Annual Global Investment Conference (GlobeNewswire)
Aug-09-23 08:30AM	LM Funding America, Inc. Schedules Second Quarter 2023 Financial Results and Business Update Conference Call (GlobeNewswire)
Jul-12-23 08:30AM	LM Funding America, Inc. Provides Quarterly Bitcoin Mining Update for Three Months Ended June 30, 2023 (GlobeNewswire)
Jun-06-23 08:30AM	LM Funding America, Inc. Acquires Assets of Symbiont.io, Inc. from Chapter 11 Bankruptcy (GlobeNewswire)
Jun-05-23 08:30AM	LM Funding America, Inc. to Present at LD Micro Invitational XIII on Wednesday, June 7, at 1:00 PM PT (4:00 PM ET) (Newsfile)
Jun-01-23 08:30AM	LM Funding America, Inc. Chairman and CEO to Appear on CNBC's Crypto World at 3 PM ET Today (PR Newswire)
May-23-23 08:30AM	LM Funding America, Inc. Announces Stalking Horse Bid to Purchase the Assets of Symbiont.io, Inc. Out of Chapter 11 Bankruptcy (PR Newswire)
May-15-23 08:00AM	LM Funding America, Inc. Achieves Over 1,100% Year-Over-Year Revenue Growth to $2.1 Million for the First Quarter of 2023 (PR Newswire) +39.99%
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May-11-23 08:30AM	LM Funding America, Inc. Schedules First Quarter 2023 Financial Results and Business Update Conference Call (PR Newswire)
May-10-23 10:10AM	LM Funding America, Inc. to Participate in the Bitcoin Mining Virtual Conference Presented by Maxim Group LLC and hosted by M-Vest on Tuesday, May 16th at 9:00 A.M. ET (PR Newswire)
May-08-23 05:00PM	/C O R R E C T I O N -- LM Funding America/ (PR Newswire)
Apr-17-23 06:54AM	Daily Vickers Top Buyers & Sellers for 04/17/2023 (Argus Research) -6.38%
Apr-12-23 04:15PM	LM Funding America, Inc. Expands Contract with Core Scientific to Host Additional 900 Bitcoin Mining Machines (PR Newswire)
Mar-31-23 08:00AM	LM Funding America, Inc. Provides Year-End Business Update; Reports Successful Repositioning into Bitcoin Mining Strategy (PR Newswire)
Mar-13-23 08:30AM	LM Funding America, Inc. Signs Contract to Host 500 Bitcoin Mining Machines (PR Newswire)
Feb-15-23 11:05AM	LM Funding America, Inc. To Participate in The World Digital Mining Summit in Singapore on February 21, 2023 (PR Newswire)
Dec-23-22 02:30PM	LM Funding America, Inc. Chairman and CEO to Appear on Bloomberg Radios Bloomberg Businessweek Today at 3:20PM Eastern Time (GlobeNewswire)
Dec-15-22 02:00PM	LM Funding America, Inc. Chairman and CEO to Appear on BNN Bloombergs The Close Today at 3:20PM ET (GlobeNewswire) +6.96%
Dec-06-22 01:30PM	LM Funding America, Inc. Chairman and CEO to Appear on CNBCs Crypto World Today at 3PM ET (GlobeNewswire)
Nov-30-22 08:30AM	LM Funding to Present at Ladenburg Thalmann Virtual Technology Expo (GlobeNewswire) -8.09%
Nov-21-22 09:30AM	LM Funding America, Inc. Announces the Appointment of Todd Zhang to its Board of Directors (GlobeNewswire)
Nov-18-22 08:28AM	CORRECTION -- LM Funding America, Inc. Reports Financial Results and Provides Business Update for the Third Quarter of 2022 (GlobeNewswire)
07:00AM	LM Funding America, Inc. Reports Financial Results and Provides Business Update for the Third Quarter of 2022 (GlobeNewswire)
Oct-28-22 01:20PM	SeaStar Medical Completes Business Combination with LMF Acquisition Opportunities (GlobeNewswire) +6.89%
Oct-18-22 06:00PM	LMF Acquisition Opportunities, Inc. Stockholders Approve Previously Announced Business Combination with SeaStar Medical, Inc. (GlobeNewswire)
08:30AM	LM Funding to Present at the LD Micro Main Event XV (Newsfile)
Oct-04-22 08:30AM	LM Funding to Present at Dawson James Securities 7th Annual Small Cap Growth Conference on October 12th (GlobeNewswire)
Sep-28-22 05:00PM	LMF Acquisition Opportunities and SeaStar Medical Announce Effectiveness of Registration Statement and Special Meeting of Stockholders to be Held October 18, 2022 to Approve Business Combination (GlobeNewswire)
Sep-26-22 08:30AM	LM Funding Commences Generation of Bitcoin Mining Revenue (GlobeNewswire)
Sep-08-22 08:30AM	LM Funding Expands Bitcoin Mining Business (GlobeNewswire)
Sep-07-22 08:30AM	LM Funding to Present at the H.C. Wainwright 24th Annual Global Investment Conference (GlobeNewswire)
Aug-17-22 08:00AM	LM Funding America, Inc. Reports Financial Results and Provides Business Update for the Second Quarter of 2022 (GlobeNewswire) +22.22%
Aug-15-22 09:00AM	LM Funding America, Inc. Schedules Second Quarter 2022 Financial Results and Business Update Conference Call (PR Newswire)
Jul-08-22 07:12AM	Tampa bitcoin miner locks in data hosting agreement (American City Business Journals)
Jun-27-22 08:30AM	LM Funding Announces Agreement with Multi-State Data Hosting Company and Anticipates Capacity of 504 Petahash in the Fourth Quarter 2022 (PR Newswire)
Jun-21-22 09:00AM	LM Funding America, Inc. to Participate in the Digital Assets: Exploring The Metaverse & Crypto Assets Conference Presented by Maxim Group LLC and hosted by M-Vest on Thursday, June 23rd at 10 A.M. EDT (PR Newswire) +14.62%
May-19-22 08:35AM	LM Funding America, Inc. (NASDAQ:LMFA) insider upped their holding by 2,081% earlier this year (Simply Wall St.) +13.79%
May-16-22 05:15PM	LM Funding America, Inc. Reports First Quarter 2022 Financial Results (PR Newswire) +6.61%
Apr-01-22 02:20PM	LM Funding in Tampa is putting more than $30M behind bitcoin mining (American City Business Journals)
Mar-31-22 04:59PM	LM Funding America, Inc. Reports Annual 2021 Financial Results (PR Newswire)
Feb-01-22 07:00AM	CEO Presenting on the Emerging Growth Conference on February 2 Register Now (GlobeNewswire)
Jan-26-22 09:30AM	LM Funding America Inc to Participate in the Blockchain Conference (PR Newswire)
Dec-13-21 08:00PM	LM Funding Announces Adjournment of Annual Meeting of Stockholders (ACCESSWIRE) -11.60%
Oct-19-21 05:00PM	LM Funding Announces Closing of Upsized $30 Million Underwritten Public Offering (GlobeNewswire) +13.17%
Oct-18-21 09:15AM	LM Funding Announces Pricing of Upsized $30 Million Underwritten Public Offering Priced At-the-Market (GlobeNewswire) +13.47%
Oct-06-21 08:30AM	LM Funding Further Expands Planned Cryptocurrency Mining Business with Purchase of Additional 4,000 Antminers (GlobeNewswire) +6.29%
Sep-15-21 08:00AM	LM Funding Expands Into Cryptocurrency Mining Business (GlobeNewswire) +5.15%
Aug-16-21 04:10PM	LM Funding Reports Net Income of $11.1 Million or $2.05 Per Basic Common Share for the Second Quarter of 2021 (GlobeNewswire)
Jul-29-21 04:05PM	Custodian Ventures Announces 5.2% Ownership Interest in LM Funding America, Inc. (GlobeNewswire) -5.41%
May-14-21 09:00AM	LM Funding Reports Net Income of $4.4 Million or $0.87 Per Basic Common Share for the First Quarter of 2021 (GlobeNewswire) +6.53%
May-06-21 08:05AM	LM Funding Announces 1-for-5 Reverse Stock Split (GlobeNewswire) -24.83%
Apr-26-21 08:00AM	LM Funding Announces Digital Assets Strategy (ACCESSWIRE) +9.26%
Apr-23-21 08:00AM	LM Funding Announces Digital Assets Strategy (ACCESSWIRE)
Mar-17-21 05:10PM	LMF Acquisition Opportunities, Inc. Announces Separate Trading of its Class A Common Stock and Warrants, Commencing March 18, 2021 (ACCESSWIRE) +8.00%
Feb-22-21 08:00AM	Borqs Technologies Eliminated All Debt Owed to its Senior Lender (GlobeNewswire)
Feb-16-21 09:00AM	LM Funding Announces Settlement of Borq Technologies Loan Agreement (ACCESSWIRE)
Jan-29-21 05:15PM	LM Funding America Inc. Announces Silcox Replaces Traber on Board of Directors (ACCESSWIRE) +36.67%
Jan-28-21 04:15PM	LMF Acquisition Opportunities, Inc. Announces Closing of $103.5 Million Upsized Initial Public Offering, Including Full Exercise of the Overallotment Option (ACCESSWIRE) -5.06%
Jan-08-21 12:30PM	LM Funding Announces Filing of SPAC Registration Statement (ACCESSWIRE) +177.02%
Dec-24-20 02:00PM	Borqs Technologies Enters Into Agreements to Extinguish Debt Totaling Approximately $18 Million and to Eliminate Institutional Loans (GlobeNewswire)
Dec-21-20 05:00PM	LM Funding Announces Purchase of Loan Receivables (ACCESSWIRE)
Dec-17-20 08:50AM	LM Funding Announces More Contracts with New Associations (ACCESSWIRE)
Nov-26-20 07:56PM	Is LM Funding America (LMFA) A Good Stock To Buy? (Insider Monkey)
Aug-24-20 08:00AM	LM Funding Announces Contracts with New Associations (ACCESSWIRE) +7.08%
Aug-18-20 01:30PM	LM Funding Announces Closing of $9.2 Million Underwritten Public Offering (ACCESSWIRE)
Aug-14-20 09:15AM	LM Funding Announces Pricing of $9.0 Million Underwritten Public Offering (ACCESSWIRE) -25.24%
Jul-07-20 08:00AM	LM Funding Announces Compliance with Bid Price (ACCESSWIRE) -11.06%
Jun-26-20 09:45AM	LM Funding Announces Receipt of $1.5 Million Cash From Repayment of Craven Promissory Note (ACCESSWIRE) -14.38%
Jun-22-20 08:08AM	LM Funding Announces Receipt of $2.9 million Warrant Proceeds (ACCESSWIRE)
Mar-23-20 09:00AM	LM Funding Announces Business Combination Agreement With Hanfor and Concurrent $1.25 Million Private Placement of Common Stock (ACCESSWIRE) -17.25%
Mar-20-20 09:00AM	LM Funding Announces Planned Hiring of Community Association Sales Representatives in Response to COVID-19 Economic Disruption (ACCESSWIRE) +27.35%
Jan-10-20 05:00PM	LM Funding Announces Engagement of Maxim Group, LLC for Strategic Advisory Services and Sale of IIU, Inc. (Newsfile)
Aug-14-19 05:30PM	LM Funding Reports Second Quarter 2019 Financial Results (GlobeNewswire) -6.00%
May-16-19 09:00AM	LM Funding Reports First Quarter 2019 Financial Results (GlobeNewswire) -9.32%
Apr-23-19 06:00PM	LM Funding Announces Postponement of Special Stockholder Meeting (GlobeNewswire)
Apr-16-19 05:00PM	LM Funding Reports Fourth Quarter and Full Year 2018 Financial Results (GlobeNewswire)
Apr-08-19 09:00AM	LM Funding Announces Postponement of Special Stockholder Meeting (GlobeNewswire) -6.34%
Jan-28-19 08:00AM	LM Funding Appoints Mark Pajak as New Chief Operating Officer (GlobeNewswire) +7.28%

LM Funding America, Inc. is a technology-based specialty finance company, which engages in the provision of funding to nonprofit community associations. It also focuses on business of purchasing delinquent accounts on various terms tailored to suit each association's financial needs, and cryptocurrency mining through its subsidiary. The company was founded by Carollinn Gould and Frank Silcox on January 14, 2008 and is headquartered in Tampa, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Duran Ryan H	Vice President of Operations	Apr 24 '24	Sale	2.83	500	1,415	21,318	Apr 26 04:34 PM
Duran Ryan H	Vice President of Operations	Apr 10 '24	Sale	3.27	500	1,635	21,818	Apr 11 04:44 PM
Duran Ryan H	Vice President of Operations	Mar 27 '24	Sale	2.92	500	1,461	22,318	Mar 28 04:34 PM
Duran Ryan H	Vice President of Operations	Mar 13 '24	Sale	3.26	500	1,630	22,818	Mar 15 05:07 PM
Duran Ryan H	Vice President of Operations	Feb 28 '24	Sale	0.57	3,000	1,698	139,907	Feb 29 04:36 PM
Duran Ryan H	Vice President of Operations	Feb 14 '24	Sale	0.52	3,000	1,560	142,907	Feb 16 04:19 PM
Duran Ryan H	Vice President of Operations	Jan 31 '24	Sale	0.51	3,000	1,524	145,907	Feb 02 04:41 PM
Duran Ryan H	Vice President of Operations	Jan 17 '24	Sale	0.49	3,000	1,470	148,907	Jan 18 04:25 PM
Duran Ryan H	Vice President of Operations	Jan 03 '24	Sale	0.62	3,000	1,860	151,907	Jan 03 04:33 PM
Duran Ryan H	Chief Financial Officer	Sep 19 '23	Sale	0.56	617	346	154,907	Sep 20 04:33 PM
Duran Ryan H	Chief Financial Officer	Sep 18 '23	Sale	0.57	6,976	3,971	155,524	Sep 20 04:33 PM

Open in Screener

WFRD

Weatherford International plc

May 06 • 04:00PM ET

124.59

Dollar change +1.99
Percentage change 1.62	%

Energy • Oil & Gas Equipment & Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

WFRD Weatherford International plc daily Stock Chart

Held by: IJH VTI VB IWM VXF VBK OIH XMHQ IWO IJK

Index	RUT	P/E	20.17	EPS (ttm)	6.18	Insider Own	1.94%	Shs Outstand	72.00M	Perf Week	-3.61%
Market Cap	9.11B	Forward P/E	14.37	EPS next Y	8.67	Insider Trans	-12.78%	Shs Float	71.73M	Perf Month	0.74%
Income	457.00M	PEG	1.17	EPS next Q	1.72	Inst Own	94.64%	Short Float	4.01%	Perf Quarter	46.85%
Sales	5.31B	P/S	1.72	EPS this Y	26.79%	Inst Trans	1.70%	Short Ratio	3.57	Perf Half Y	25.71%
Book/sh	14.90	P/B	8.36	EPS next Y	20.78%	ROA	9.33%	Short Interest	2.87M	Perf Year	111.53%
Cash/sh	12.81	P/C	9.73	EPS next 5Y	17.20%	ROE	55.13%	52W Range	55.81 - 129.70	Perf YTD	27.35%
Dividend Est.	-	P/FCF	13.50	EPS past 5Y	-	ROI	16.07%	52W High	-3.94%	Beta	1.83
Dividend TTM	-	Quick Ratio	1.37	Sales past 5Y	-0.45%	Gross Margin	34.26%	52W Low	123.22%	ATR (14)	4.51
Dividend Ex-Date	-	Current Ratio	1.84	EPS Y/Y TTM	153.83%	Oper. Margin	16.62%	RSI (14)	57.53	Volatility	3.54% 3.84%
Employees	18500	Debt/Eq	1.74	Sales Y/Y TTM	15.90%	Profit Margin	8.61%	Recom	1.60	Target Price	149.63
Option/Short	Yes / Yes	LT Debt/Eq	1.61	EPS Q/Q	54.09%	Payout	0.00%	Rel Volume	0.73	Prev Close	122.60
Sales Surprise	2.48%	EPS Surprise	3.95%	Sales Q/Q	14.50%	Earnings	Apr 23 AMC	Avg Volume	804.23K	Price	124.59
SMA20	4.07%	SMA50	7.77%	SMA200	27.71%	Trades		Volume	599,425	Change	1.62%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-28-24	Initiated	Barclays	Overweight	$135
Nov-10-23	Initiated	BofA Securities	Buy	$120
Jun-07-23	Initiated	CapitalOne	Overweight	$100
May-03-23	Initiated	Raymond James	Strong Buy	$100
Feb-17-23	Initiated	The Benchmark Company	Buy	$88
Sep-06-22	Resumed	Evercore ISI	Outperform	$53
Jun-08-22	Initiated	Goldman	Buy	$43
Jun-08-22	Initiated	Deutsche Bank	Buy	$49
Nov-19-21	Initiated	The Benchmark Company	Buy	$46

Apr-26-24 05:11PM	Analyst Report: Weatherford International plc (Morningstar Research)
Apr-25-24 01:10PM	Weatherford International plc (NASDAQ:WFRD) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:03AM	Weatherford International PLC (WFRD) Q1 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
Apr-24-24 04:22PM	Analyst Report: Weatherford International plc (Morningstar Research) +5.86%
Apr-23-24 08:53PM	WFRD Stock Earnings: Weatherford International Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
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06:10PM	Weatherford (WFRD) Q1 Earnings and Revenues Beat Estimates (Zacks)
05:52PM	Weatherford International PLC Surpasses Analyst Revenue Forecasts with Strong Q1 2024 Performance (GuruFocus.com)
04:36PM	Weatherford Announces First Quarter 2024 Results and Raises Full Year Margin Guidance (GlobeNewswire)
04:35PM	Weatherford Announces $130 Million Credit Facility Increase to $680 Million and Notice to Redeem All of Its 6.50% Senior Notes Due 2028 (GlobeNewswire)
Apr-16-24 04:30PM	Weatherford Releases 2023 Digital Annual Update (GlobeNewswire)
12:10PM	Will Weatherford (WFRD) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:00AM	Weatherford (WFRD) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-09-24 08:50AM	Weatherford (WFRD) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Mar-22-24 04:30PM	Weatherford Announces First-Quarter 2024 Conference Call (GlobeNewswire)
Mar-04-24 11:19AM	Weatherford (WFRD) Moves 6.2% Higher: Will This Strength Last? (Zacks)
06:50PM	Loading…
Mar-01-24 06:50PM	Analyst Report: Weatherford International plc (Morningstar Research) +6.24%
Feb-13-24 09:55AM	Analyst Report: Weatherford International plc (Morningstar Research)
Feb-08-24 10:10PM	Analyst Report: Weatherford International plc (Morningstar Research)
Feb-06-24 04:35PM	Weatherford Announces Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
Jan-05-24 04:30PM	Weatherford Announces Fourth-Quarter and Full-Year 2023 Conference Call (GlobeNewswire)
Jan-02-24 07:00PM	Analyst Report: Weatherford International plc (Morningstar Research)
Dec-26-23 06:52PM	Analyst Report: Weatherford International plc (Morningstar Research)
Dec-08-23 01:05AM	Insider Sell: EVP & Chief People Officer Joseph Mongrain Sells 17,071 Shares of Weatherford ... (GuruFocus.com)
Dec-06-23 08:30AM	Weatherford Awarded 10K DPR Intervention Services Contract with Petrobras (GlobeNewswire)
Nov-07-23 04:30PM	Weatherford Hosts FWRD Digital Conference Introducing Cutting-Edge Technology (GlobeNewswire) -7.32%
08:30AM	Weatherford Announces Agreement with Honeywell to Deliver Advanced Emissions Management Solution (GlobeNewswire)
Nov-06-23 04:55PM	Weatherford Announces Upgrade in Credit Rating To 'B+' From 'B', Outlook Positive (GlobeNewswire)
Oct-30-23 04:30PM	Weatherford Announces Upgrade in Credit Rating to 'B1' from 'B2', Positive Outlook (GlobeNewswire)
08:16AM	Weatherford Announces Fitch Credit Rating of 'B+' (GlobeNewswire)
Oct-26-23 12:00PM	Analyst Report: Weatherford International plc (Morningstar Research)
06:34PM	Loading…
Oct-24-23 06:34PM	Weatherford International PLC (WFRD) Reports Strong Q3 2023 Earnings and Raises Full-Year Outlook (GuruFocus.com)
05:01PM	Weatherford Announces Third Quarter 2023 Results and Raises Full-Year Outlook (GlobeNewswire)
05:00PM	Weatherford Announces $550 Million Credit Facility with $300 Million Borrowing Capacity (GlobeNewswire)
Oct-20-23 02:41PM	Oil Stocks Offered Profit Chances In Tough Market (Investor's Business Daily)
Oct-13-23 08:30AM	Weatherford Announces Intention to Redeem $50 Million Principal Amount of 6.50% Senior Notes Due 2028 (GlobeNewswire)
Sep-29-23 04:30PM	Weatherford Announces Third-Quarter 2023 Conference Call (GlobeNewswire)
Sep-01-23 06:51PM	Blackstone and Airbnb Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400 and S&P SmallCap 600 (PR Newswire)
Aug-14-23 06:13PM	Goldman Sachs Sees Idiosyncratic Upside in These 2 Energy Stocks This Is What Makes Them Attractive Buys (TipRanks)
Aug-09-23 06:53PM	Analyst Report: Weatherford International plc (Morningstar Research)
Aug-08-23 07:19AM	Should You Be Impressed By Weatherford International plc's (NASDAQ:WFRD) ROE? (Simply Wall St.)
Jul-27-23 06:20PM	Analyst Report: Weatherford International plc (Morningstar Research)
Jul-26-23 06:53PM	Analyst Report: Weatherford International plc (Morningstar Research)
Jul-25-23 04:30PM	Weatherford Announces Second Quarter 2023 Results and Raises Full-Year Outlook (GlobeNewswire)
Jul-12-23 04:30PM	Weatherford Awarded Offshore Intervention Services Contract with Petrobras (GlobeNewswire)
Jul-06-23 04:30PM	Weatherford Releases 2022 Sustainability Report (GlobeNewswire)
Jun-30-23 04:30PM	Weatherford Announces Second-Quarter 2023 Conference Call (GlobeNewswire)
Jun-08-23 07:00AM	Weatherford Awarded Drilling Services Contract from Aramco (GlobeNewswire)
May-26-23 06:59AM	Daily Vickers Top Buyers & Sellers for 05/26/2023 (Argus Research)
May-14-23 09:43AM	TipRanks Perfect 10 List: 3 Top-Rated Stocks That Tick All the Right Boxes (TipRanks)
Apr-27-23 11:56AM	Analyst Report: Weatherford International plc (Morningstar Research)
Apr-25-23 04:30PM	Weatherford Announces First Quarter 2023 Results (GlobeNewswire) -5.32%
Apr-20-23 08:30AM	Weatherford Announces Successful Completion of Consent Solicitation (GlobeNewswire)
Apr-12-23 07:59PM	Weatherford Announces Launch of Consent Solicitation to Holders of its 6.500% Senior Secured First Lien Notes Due 2028 (GlobeNewswire)
Mar-31-23 04:30PM	Weatherford Announces First-Quarter 2023 Conference Call (GlobeNewswire)
Mar-15-23 04:30PM	Weatherford Releases 2022 Digital Annual Report (GlobeNewswire) -6.88%
Mar-09-23 07:19PM	Analyst Report: Weatherford International plc (Morningstar Research) -5.89%
Mar-01-23 06:51PM	Analyst Report: Weatherford International plc (Morningstar Research)
Feb-21-23 07:35AM	Daily Vickers Top Buyers & Sellers for 02/21/2023 (Argus Research)
Feb-17-23 06:46PM	Analyst Report: Weatherford International plc (Morningstar Research)
Feb-10-23 05:28PM	Analyst Report: Weatherford International plc (Morningstar Research)
Feb-08-23 03:51PM	Analyst Report: Weatherford International plc (Morningstar Research) +12.57%
Feb-07-23 04:30PM	Weatherford Announces Fourth Quarter and Full Year 2022 Results (GlobeNewswire)
Jan-19-23 06:46PM	Analyst Report: Weatherford International plc (Morningstar Research)
Jan-11-23 04:30PM	Weatherford Announces Fourth-Quarter and Full-Year 2022 Conference Call (GlobeNewswire)
Jan-03-23 08:15AM	Weatherford Appoints Arun Mitra as Executive Vice President and Chief Financial Officer (GlobeNewswire)
Dec-27-22 03:15PM	Energy Stock Pickers Are Getting Pickier, Goldman Says (The Wall Street Journal)
Dec-22-22 04:30PM	Weatherford Signs Agreement with DataRobot to Advance Artificial Intelligence Capabilities (GlobeNewswire)
Dec-07-22 08:30AM	Weatherford Announces Upgrade in Credit Rating To 'B' From 'B-', Outlook Stable (GlobeNewswire)
Nov-29-22 04:30PM	Weatherford Partners with Ardyne, Bolstering Plug & Abandonment and Slot Recovery Portfolio (GlobeNewswire)
Oct-25-22 04:30PM	Weatherford Announces Third Quarter 2022 Results (GlobeNewswire)
09:00AM	Weatherford Awarded Lump-Sum Turnkey Project from Aramco to Deliver Drilling and Intervention Services (GlobeNewswire)
07:10AM	5E Advanced Materials Completes Transformational Board Appointments (GlobeNewswire)
Oct-24-22 09:00AM	Weatherford Receives Award from Petroleum Development Oman to Provide Integrated Drilling Services (GlobeNewswire)
Oct-18-22 07:32AM	Weatherford Announces Redemption of $125 Million Principal Amount of its 11.0% Senior Notes due December 1, 2024 (GlobeNewswire)
07:30AM	Weatherford Enters into $370 Million Amended and Restated Credit Facility (GlobeNewswire)
Oct-13-22 04:30PM	Weatherford and Kwantis to Deliver Data-Driven Drilling Performance Management with Advanced Analytics (PR Newswire)
Oct-03-22 04:30PM	Weatherford Announces Third-Quarter 2022 Conference Call (PR Newswire)
08:30AM	Weatherford Appoints Executive Vice President of Operational Excellence (PR Newswire)
Sep-19-22 08:30AM	Weatherford Hosts the FWRD Conference to Demonstrate Digital Innovation in the Energy Industry (PR Newswire)
Sep-12-22 04:30PM	ADNOC Awards Weatherford Over $400 Million to Provide Drilling Services (PR Newswire)
Jul-27-22 04:30PM	Weatherford Announces Second Quarter 2022 Results and Raises Full-Year Outlook (PR Newswire) +6.82%
Jul-16-22 08:53AM	Despite shrinking by US$128m in the past week, Weatherford International (NASDAQ:WFRD) shareholders are still up 10% over 1 year (Simply Wall St.)
Jul-11-22 04:30PM	Weatherford International plc Announces Redemption of $50 million principal amount of its 11.0% senior notes due December 1, 2024 (PR Newswire)
Jul-05-22 04:30PM	Weatherford Announces Second-Quarter 2022 Conference Call (PR Newswire) -11.10%
Jun-24-22 06:30PM	Weatherford joins Russell 3000® Index (PR Newswire)
May-31-22 09:02AM	What Kind Of Investors Own Most Of Weatherford International plc (NASDAQ:WFRD)? (Simply Wall St.)
May-25-22 04:30PM	Weatherford Releases 2021 Sustainability Report (PR Newswire)
May-16-22 09:00AM	Weatherford Announces Executive Leadership Changes (PR Newswire)
May-01-22 08:25AM	Weatherford International plc (NASDAQ:WFRD) Released Earnings Last Week And Analysts Lifted Their Price Target To US$51.33 (Simply Wall St.)
Apr-27-22 04:25PM	Weatherford Announces First Quarter 2022 Results (PR Newswire)
Apr-18-22 12:01PM	Calculating The Fair Value Of Weatherford International plc (NASDAQ:WFRD) (Simply Wall St.)
Mar-30-22 04:30PM	Weatherford Announces First-Quarter 2022 Conference Call (PR Newswire)
Mar-20-22 08:00AM	Weatherford Announces Update on Russia Operations (PR Newswire)
Mar-17-22 05:30PM	Weatherford Releases 2021 Annual Report (PR Newswire)
07:30AM	Weatherford Wins OTC Asia Spotlight on New Technology Award for the Memory Raptor Cased-Hole Evaluation System (PR Newswire)
Feb-16-22 04:30PM	Weatherford Announces Fourth Quarter and Full Year 2021 Results (PR Newswire)
Feb-09-22 04:30PM	Weatherford Reportable Segment Change (PR Newswire) +6.94%
Jan-21-22 09:45AM	Weatherford International Ltd. (Bermuda) -- Moody's announces completion of a periodic review of ratings of Weatherford International Ltd. (Bermuda) (Moody's)
Jan-18-22 04:20PM	Weatherford Announces Fourth-Quarter and Full-Year 2021 Conference Call (PR Newswire) -5.06%
Dec-14-21 06:38PM	Oaktree Capital Management LP Buys Weatherford International PLC, Freeport-McMoRan Inc, Kilroy ... (GuruFocus.com) -5.88%

Weatherford International plc engages in providing equipment and services to the oil and natural gas exploration and production industry. It operates through the following segments: Drilling and Evaluation (DRE), Well Construction and Completions (WCC) and Production and Intervention (PRI). The DRE segment offers managed pressure drilling, drilling services, wire line, and drilling fluids. The WCC segment includes tubular running services, cementation products, completions, liner hangers, and well services. The PRI segment covers the intervention services and drilling tools, artificial lift, production automation and software, sub-sea intervention, and pressure pumping services. The company was founded in 1941 and is headquartered in Houston, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SLEDGE CHARLES M	Director	Apr 25 '24	Sale	123.47	10,000	1,234,663	32,729	Apr 26 04:34 PM
Saligram Girish	President and CEO	Feb 21 '24	Sale	103.57	60,000	6,214,136	146,895	Feb 23 05:05 PM
Sandhu Depinder	EVP, Global Product Lines	Feb 15 '24	Sale	100.96	4,717	476,209	2,536	Feb 16 04:47 PM
Mutschler Jacqueline C	Director	Feb 15 '24	Sale	99.45	3,000	298,350	28,801	Feb 16 04:44 PM
Reed David John	EVP, Chief Commercial Officer	Feb 15 '24	Sale	97.50	2,700	263,250	6,805	Feb 16 04:46 PM
Duster Benjamin	Director	Feb 12 '24	Sale	96.98	12,000	1,163,785	12,801	Feb 12 05:40 PM
GOLDMAN NEAL P	Director	Feb 09 '24	Sale	97.40	15,000	1,460,944	11,801	Feb 12 05:05 PM
Duster Benjamin	Director	Feb 09 '24	Sale	97.58	12,000	1,170,960	24,801	Feb 12 05:40 PM
Mutschler Jacqueline C	Director	Feb 09 '24	Sale	96.88	5,000	484,410	31,801	Feb 12 05:02 PM
Weatherholt Scott C	EVP, GC & CCO	Feb 08 '24	Sale	98.91	40,455	4,001,238	125,019	Feb 12 05:04 PM
Mills Desmond J	SVP & Chief Accounting Officer	Feb 08 '24	Sale	98.04	11,000	1,078,389	18,211	Feb 12 05:00 PM
GOLDMAN NEAL P	Director	Feb 08 '24	Sale	98.82	10,000	988,200	26,801	Feb 12 05:05 PM
SLEDGE CHARLES M	Director	Feb 08 '24	Sale	98.74	5,000	493,700	42,729	Feb 12 05:07 PM
Mongrain Joseph H	EVP & Chief People Officer	Jan 18 '24	Option Exercise	0.00	5,169	0	35,652	Jan 22 04:43 PM
Mitra Arunava	EVP and CFO	Jan 18 '24	Option Exercise	0.00	4,306	0	4,306	Jan 22 04:41 PM
DAVISON CHARLES	Chief Fulfillment and Enter...	Jan 18 '24	Option Exercise	0.00	3,418	0	3,418	Jan 22 04:42 PM
Mills Desmond J	SVP & Chief Accounting Officer	Jan 18 '24	Option Exercise	0.00	4,184	0	30,945	Jan 22 04:40 PM
Mutschler Jacqueline C	Director	Jan 18 '24	Option Exercise	0.00	4,101	0	38,318	Jan 22 04:36 PM
Reed David John	EVP, Chief Commercial Officer	Jan 18 '24	Option Exercise	0.00	4,315	0	11,120	Jan 22 04:46 PM
Saligram Girish	President and CEO	Jan 18 '24	Option Exercise	0.00	41,034	0	820,959	Jan 22 04:44 PM
GOLDMAN NEAL P	Director	Jan 18 '24	Option Exercise	0.00	4,101	0	4,101	Jan 22 04:35 PM
Weatherholt Scott C	EVP, GC & CCO	Jan 18 '24	Option Exercise	0.00	10,772	0	169,801	Jan 22 04:39 PM
Duster Benjamin	Director	Jan 18 '24	Option Exercise	0.00	4,101	0	38,318	Jan 22 04:38 PM
SLEDGE CHARLES M	Director	Jan 18 '24	Option Exercise	0.00	5,987	0	49,944	Jan 22 04:37 PM
Sandhu Depinder	EVP, Global Product Lines	Jan 18 '24	Option Exercise	0.00	3,884	0	8,601	Jan 22 04:48 PM
Mongrain Joseph H	EVP & Chief People Officer	Dec 05 '23	Sale	89.91	17,071	1,534,854	30,483	Dec 07 04:46 PM
Saligram Girish	President and CEO	Oct 12 '23	Option Exercise	0.00	56,497	0	802,156	Oct 13 06:50 PM
Saligram Girish	President and CEO	May 23 '23	Sale	59.34	50,750	3,011,454	894,909	May 25 04:42 PM
Mills Desmond J	SVP & Chief Accounting Officer	May 18 '23	Sale	57.42	15,000	861,300	26,761	May 19 04:43 PM

Open in Screener

ONTF

ON24 Inc

May 06 • 04:00PM ET

6.85

Dollar change +0.24
Percentage change 3.63	%

Technology • Software - Application • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VXF IWM VGT IWN DFAT SCHA VTWO ITOT DFAS

Index	RUT	P/E	-	EPS (ttm)	-1.15	Insider Own	14.15%	Shs Outstand	41.19M	Perf Week	2.39%
Market Cap	285.44M	Forward P/E	68.50	EPS next Y	0.10	Insider Trans	-6.71%	Shs Float	35.78M	Perf Month	-1.44%
Income	-51.79M	PEG	-	EPS next Q	-0.01	Inst Own	73.54%	Short Float	1.96%	Perf Quarter	-10.57%
Sales	163.71M	P/S	1.74	EPS this Y	-49.06%	Inst Trans	2.46%	Short Ratio	3.30	Perf Half Y	12.66%
Book/sh	4.38	P/B	1.57	EPS next Y	118.10%	ROA	-14.67%	Short Interest	0.70M	Perf Year	-7.71%
Cash/sh	4.77	P/C	1.44	EPS next 5Y	-	ROE	-21.22%	52W Range	5.73 - 9.09	Perf YTD	-13.07%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-20.13%	ROI	-28.34%	52W High	-24.60%	Beta	0.50
Dividend TTM	-	Quick Ratio	2.51	Sales past 5Y	18.64%	Gross Margin	72.81%	52W Low	19.55%	ATR (14)	0.22
Dividend Ex-Date	May 19, 2023	Current Ratio	2.51	EPS Y/Y TTM	5.92%	Oper. Margin	-33.07%	RSI (14)	51.17	Volatility	3.82% 2.83%
Employees	462	Debt/Eq	0.03	Sales Y/Y TTM	-14.23%	Profit Margin	-31.63%	Recom	3.00	Target Price	8.67
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	6.17%	Payout	-	Rel Volume	0.60	Prev Close	6.61
Sales Surprise	5.60%	EPS Surprise	300.00%	Sales Q/Q	-15.53%	Earnings	May 07 AMC	Avg Volume	212.70K	Price	6.85
SMA20	0.76%	SMA50	0.00%	SMA200	-3.06%	Trades		Volume	127,544	Change	3.63%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-13-22	Initiated	KeyBanc Capital Markets	Sector Weight
May-11-22	Downgrade	Needham	Buy → Hold
Mar-01-22	Downgrade	William Blair	Outperform → Mkt Perform
Mar-01-22	Downgrade	Robert W. Baird	Outperform → Neutral	$18
Mar-01-22	Downgrade	Piper Sandler	Overweight → Neutral	$17
Aug-11-21	Downgrade	JP Morgan	Overweight → Neutral	$32
Aug-11-21	Downgrade	Canaccord Genuity	Buy → Hold
Mar-01-21	Initiated	William Blair	Outperform
Mar-01-21	Initiated	Robert W. Baird	Outperform	$70
Mar-01-21	Initiated	Piper Sandler	Overweight	$70
Mar-01-21	Initiated	Needham	Buy	$70
Mar-01-21	Initiated	KeyBanc Capital Markets	Overweight	$70
Mar-01-21	Initiated	JP Morgan	Overweight	$85
Mar-01-21	Initiated	Goldman	Buy	$88
Mar-01-21	Initiated	Canaccord Genuity	Buy

Show Previous Ratings

May-06-24 03:10AM	ON24 Earnings: What To Look For From ONTF (StockStory)
Apr-16-24 08:00AM	New ON24 Report Reveals Significant Increase in Engagement as Digital Transformation Accelerates in the Financial Services Industry (Business Wire)
Apr-10-24 04:05PM	ON24 Announces Date for First Quarter 2024 Earnings Release and Conference Call (Business Wire)
04:49AM	Sales And Marketing Software Stocks Q4 Recap: Benchmarking Braze (NASDAQ:BRZE) (StockStory)
Apr-09-24 08:00AM	New ON24 Report Reveals Significant Increase in HCP Engagement as Digital Transformation Accelerates for Life Sciences Industry (Business Wire)
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Mar-20-24 08:00AM	ON24 Empowers Enterprises to Accelerate Pipeline through Calendly Integration (Business Wire)
Mar-14-24 08:00AM	Texthelp Triples Audience Reach and Increases Pipeline While Saving Costs with the ON24 Intelligent Engagement Platform (Business Wire)
01:23AM	ON24 Inc (ONTF) CFO Steven Vattuone Sells 26,460 Shares (GuruFocus.com)
Mar-06-24 08:00AM	ON24 Announces 2024 Digital Engagement Benchmarks Report, Finding Personalization Has Greatest Impact on B2B Marketing Performance (Business Wire)
Feb-28-24 11:25PM	ON24 Inc (ONTF) Executive Jayesh Sahasi Sells 20,151 Shares (GuruFocus.com)
Feb-26-24 08:00AM	ON24 to Participate in the Upcoming KeyBanc Emerging Technology Summit (Business Wire)
Feb-23-24 12:18PM	ON24, Inc. (NYSE:ONTF) Q4 2023 Earnings Call Transcript (Insider Monkey) -8.31%
07:53AM	Q4 2023 ON24 Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-22-24 07:30PM	Compared to Estimates, ON24 (ONTF) Q4 Earnings: A Look at Key Metrics (Zacks)
05:40PM	ON24: Q4 Earnings Snapshot (Associated Press Finance)
04:49PM	Loading…
04:49PM	ON24 Inc (ONTF) Reports Mixed 2023 Financial Results with Core Platform Stability (GuruFocus.com)
04:22PM	ON24 (NYSE:ONTF) Posts Better-Than-Expected Sales In Q4 (StockStory)
04:15PM	ON24 Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-21-24 02:03AM	What To Expect From ON24s (ONTF) Q4 Earnings (StockStory)
Feb-19-24 09:15AM	Gear Up for ON24 (ONTF) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Feb-14-24 08:00AM	ON24 Honored with TrustRadius Most Loved Award by Customers in 2024 (Business Wire) +5.31%
Feb-07-24 05:02PM	ON24 Inc President and Chief Executive, 10% Owner Sharat Sharan Sells 36,844 Shares (GuruFocus.com)
Feb-01-24 03:02PM	ON24 Inc President and Chief Executive, 10% Owner Sharat Sharan Sells 29,977 Shares (GuruFocus.com)
Jan-29-24 04:05PM	ON24 Announces Date for Fourth Quarter and Full Year 2023 Earnings Release and Conference Call (Business Wire)
Jan-24-24 07:00AM	ON24 Unveils its Next Generation Platform, Unleashing a New Era of AI-powered Intelligent Engagement (Business Wire)
Jan-18-24 08:00AM	ON24 Recognizes 2023s Leaders in Digital Engagement (Business Wire)
Jan-17-24 02:27AM	Sales And Marketing Software Stocks Q3 Highlights: Sprinklr (NYSE:CXM) (StockStory)
Jan-12-24 03:03AM	ON24 Inc President and Chief Executive Sharat Sharan Sells 36,844 Shares (GuruFocus.com)
02:57AM	Q3 Earnings Roundup: ON24 (NYSE:ONTF) And The Rest Of The Sales And Marketing Software Segment (StockStory)
Jan-08-24 04:05PM	ON24 to Participate in the Upcoming 26th Annual Needham Growth Conference (Business Wire)
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08:00AM	ON24 Named a Leader in 2023-2024 IDC MarketScape for Virtual Events Applications (Business Wire)
Jan-04-24 07:00AM	To Unlock AI Innovation for Enterprise Sales and Marketing, ON24 Hosts Platform Launch Event (Business Wire)
Dec-13-23 08:00AM	AAA - The Auto Club Group, Drives 48% Year-Over-Year Sales Growth with a Partner Enablement Strategy Powered by ON24 (Business Wire) +5.83%
Dec-08-23 07:05AM	Insider Sell: ON24 Inc's President and CEO Sharat Sharan Offloads 36,846 Shares (GuruFocus.com)
Dec-05-23 08:00AM	WellMed Scales Patient Engagement and Member Enrollment with ON24 (Business Wire)
Nov-30-23 03:04AM	Insider Sell Alert: Director Dominique Trempont Sells 17,000 Shares of ON24 Inc (ONTF) (GuruFocus.com)
Nov-16-23 08:00AM	ON24 Sweeps the TrustRadius Best of Awards in 2023 (Business Wire)
Nov-09-23 02:45PM	ON24, Inc. (NYSE:ONTF) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-07-23 08:00PM	ON24 (ONTF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:33PM	ON24: Q3 Earnings Snapshot (Associated Press Finance)
05:10PM	ON24 Inc (ONTF) Exceeds Q3 2023 Profitability Targets, Raises Full-Year Guidance (GuruFocus.com)
04:46PM	ON24 (NYSE:ONTF) Reports Upbeat Q3, Stock Soars (StockStory)
04:15PM	ON24 Announces Third Quarter 2023 Financial Results (Business Wire)
Oct-24-23 08:00AM	FloQast Grows Business Results by Optimizing and Scaling Digital Engagement with ON24 (Business Wire)
Oct-19-23 08:12AM	11 Best Video Conferencing Stocks to Invest In (Insider Monkey)
08:00AM	ON24 Ranked Top Platform for Driving ROI by Research In Action (Business Wire)
Oct-09-23 04:05PM	ON24 Announces Date for Third Quarter 2023 Earnings Release and Conference Call (Business Wire)
Oct-06-23 06:38AM	Sales And Marketing Software Stocks Q2 Recap: Benchmarking ON24 (NYSE:ONTF) (StockStory)
Sep-26-23 08:00AM	ON24 and NetLine Join Forces to Help Enterprise Customers Supercharge Reach and ROI (Business Wire)
Sep-12-23 08:00AM	ON24 Celebrates 2023 Winners of the Digital Engagement Excellence Awards (Business Wire)
Aug-10-23 08:23AM	Is ON24, Inc. (NYSE:ONTF) Worth US$6.9 Based On Its Intrinsic Value? (Simply Wall St.)
Aug-09-23 11:13AM	Q2 2023 ON24 Inc Earnings Call (Thomson Reuters StreetEvents) -12.83%
Aug-08-23 09:30PM	Compared to Estimates, ON24 (ONTF) Q2 Earnings: A Look at Key Metrics (Zacks)
06:20PM	ON24: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	ON24 Announces Second Quarter 2023 Financial Results (Business Wire)
Jul-26-23 02:12PM	10 Best Tech Stocks To Buy Right Now Under $10 (Insider Monkey)
Jul-10-23 07:11AM	Investors in ON24 (NYSE:ONTF) have unfortunately lost 2.8% over the last year (Simply Wall St.)
Jul-06-23 08:00AM	ON24 Announces Date for Second Quarter 2023 Earnings Release and Conference Call (Business Wire)
Jun-23-23 02:54PM	10 Stocks that Paid Special Dividends in 2023 (Insider Monkey)
Jun-14-23 07:00AM	ON24 Unveils AI-powered Optimization Suite to Help Enterprises Maximize Efficiency and Results (Business Wire)
Jun-02-23 08:00AM	ON24 to Participate in the Upcoming Baird Global Consumer, Technology & Services Conference (Business Wire)
May-30-23 06:45AM	Owning 50% shares,institutional owners seem interested in ON24, Inc. (NYSE:ONTF), (Simply Wall St.)
May-11-23 06:00AM	To Empower Industry-Leading Enterprises to Drive Digital Engagement and Revenue, ON24 Hosts Annual User Conference (Business Wire) -8.20%
May-10-23 09:42AM	Q1 2023 ON24 Inc Earnings Call (Thomson Reuters StreetEvents)
May-09-23 06:55PM	ON24 (ONTF) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:59PM	ON24: Q1 Earnings Snapshot (AP Finance)
04:15PM	ON24 Announces First Quarter 2023 Financial Results (Business Wire)
May-08-23 04:15PM	ON24 Declares Special Cash Dividend (Business Wire)
May-01-23 06:00AM	Sandvik Increases Lead Conversion by 40% with the Power of the ON24 Digital Engagement Platform (Business Wire)
Apr-19-23 07:50AM	ON24, Inc.'s (NYSE:ONTF) Business And Shares Still Trailing The Industry (Simply Wall St.)
Apr-11-23 08:00AM	ON24 Announces Date for First Quarter 2023 Earnings Release and Conference Call (Business Wire)
Mar-22-23 06:00AM	ON24 Scales Digital Engagement for Adobe Experience Cloud Customers (Business Wire)
Mar-14-23 10:34AM	New Report from ON24 Highlights Digital Marketing Maturity as Key Driver of Revenue Growth (Business Wire)
Mar-13-23 04:05PM	ON24 Appoints Customer Success Leader Teresa Anania to Board of Directors (Business Wire)
09:00AM	ON24 Expands Capital Return Program to $125 Million and Announces Governance Enhancements (Business Wire)
Mar-09-23 05:57AM	ON24, Inc. (NYSE:ONTF) Analysts Just Trimmed Their Revenue Forecasts By 13% (Simply Wall St.)
Mar-01-23 10:33AM	Q4 2022 ON24 Inc Earnings Call (Thomson Reuters StreetEvents) -18.88%
07:00AM	ON24 Unveils a Powerful AI Engine Based on First-Party Digital Engagement Data to Help Enterprises Generate Content, Scale Personalization and More (Business Wire)
Feb-28-23 09:00PM	ON24 (ONTF) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:15PM	ON24 Announces Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Feb-08-23 05:30PM	ON24 Announces New $100 Million Capital Return Program, Resulting in a Total of $141 Million of Capital to be Returned to Shareholders Since Fourth Quarter 2021 (Business Wire)
07:00AM	Indaba Issues Letter to ON24s Board of Directors Regarding the Need for a Meaningful Capital Return Program and Stronger Corporate Governance (Business Wire)
Feb-02-23 09:00AM	Life Science Connect Drives 5x Revenue Growth with ON24 (Business Wire)
Jan-31-23 04:05PM	ON24 Announces Date for Fourth Quarter and Full Year 2022 Earnings Release and Conference Call (Business Wire)
05:35AM	ON24 (NYSE:ONTF) investors are sitting on a loss of 45% if they invested a year ago (Simply Wall St.)
Jan-24-23 06:00AM	ON24 Recognizes 2022s Leaders in Digital Engagement (Business Wire)
Jan-05-23 06:00AM	ON24 Research Finds That Digital Engagement is Preferred by B2B Buyers and Sales and Marketing Teams (Business Wire)
Jan-04-23 04:05PM	ON24 to Participate in Upcoming Investor Conference (Business Wire)
Dec-27-22 12:00PM	ON24 (ONTF) Upgraded to Buy: Here's What You Should Know (Zacks)
Dec-05-22 06:00AM	Cequence Security Generates Millions in Pipeline Using Data-Driven Insights from ON24 (Business Wire)
Dec-01-22 09:55AM	Wall Street Analysts Believe ON24 (ONTF) Could Rally 70%: Here's is How to Trade (Zacks) +5.10%
Nov-11-22 05:03AM	ON24 Third Quarter 2022 Earnings: EPS Beats Expectations (Simply Wall St.) +5.53%
Nov-09-22 07:35PM	ON24 (ONTF) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:15PM	ON24 Announces Third Quarter 2022 Financial Results (Business Wire)
Nov-03-22 07:45PM	Paylocity (PCTY) Q1 Earnings and Revenues Beat Estimates (Zacks)
Oct-21-22 05:22PM	10 Best Video Conferencing Stocks To Buy (Insider Monkey)
Oct-15-22 09:29AM	A ON24, Inc. (NYSE:ONTF) insider increased their holdings by 0.7% last year (Simply Wall St.)
Oct-13-22 04:15PM	ON24 Announces Date for Third Quarter 2022 Earnings Release and Conference Call (Business Wire)
Oct-11-22 07:30AM	ON24 Appoints Callan Young as Chief Marketing Officer (Business Wire) -5.56%
Sep-20-22 07:05AM	Enterprise Software Veteran Jason Olkowski Joins ON24 as Chief Customer Success Officer (Business Wire)

ON24, Inc. operates as cloud-based platform, which engages in digital engagement that delivers insights for revenue growth through interactive webinar experiences, virtual event experiences, and multimedia content experiences. It operates through the Subscription and Other Platform and Professional Services segments. The company was founded by Sharat Sharan and William Ryan Bales on January 8, 1998 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sharan Sharat	President and Chief Executive	Apr 29 '24	Sale	6.73	21,465	144,363	3,102,983	May 01 04:14 PM
Sharan Sharat	President and Chief Executive	Apr 01 '24	Sale	7.18	17,686	126,901	2,640,204	Apr 03 04:06 PM
Vattuone Steven	Chief Financial Officer	Mar 13 '24	Sale	6.62	9,314	61,680	364,189	Mar 13 06:35 PM
Vattuone Steven	Chief Financial Officer	Mar 12 '24	Sale	6.62	12,031	79,663	373,503	Mar 13 06:35 PM
Vattuone Steven	Chief Financial Officer	Mar 11 '24	Sale	6.68	5,115	34,172	385,534	Mar 13 06:35 PM
Vattuone Steven	Chief Financial Officer	Mar 01 '24	Sale	6.88	5,749	39,564	390,649	Mar 05 04:29 PM
Blackie James	Chief Revenue Officer	Mar 01 '24	Sale	6.88	5,601	38,546	280,719	Mar 05 04:29 PM
Sahasi Jayesh	EV President, Product and CTO	Mar 01 '24	Sale	6.88	5,601	38,546	582,140	Mar 05 04:29 PM
Sahasi Jayesh	EV President, Product and CTO	Feb 26 '24	Sale	7.11	20,151	143,326	587,741	Feb 28 04:27 PM
Blackie James	Chief Revenue Officer	Feb 20 '24	Sale	8.15	17,899	145,789	286,320	Feb 22 05:32 PM
Vattuone Steven	Chief Financial Officer	Feb 20 '24	Sale	8.15	10,376	84,514	396,398	Feb 22 05:33 PM
Trempont Dominique	Director	Feb 15 '24	Sale	8.12	4,250	34,526	287,185	Feb 20 04:35 PM
Sharan Sharat	President and Chief Executive	Feb 13 '24	Option Exercise	1.68	110,532	185,694	2,657,890	Feb 15 04:18 PM
Vattuone Steven	Chief Financial Officer	Feb 09 '24	Option Exercise	2.00	5,924	11,848	412,698	Feb 12 04:24 PM
Vattuone Steven	Chief Financial Officer	Feb 09 '24	Sale	8.00	5,924	47,405	406,774	Feb 12 04:24 PM
Vattuone Steven	Chief Financial Officer	Feb 08 '24	Option Exercise	2.00	400	800	407,174	Feb 12 04:24 PM
Vattuone Steven	Chief Financial Officer	Feb 08 '24	Sale	8.00	400	3,200	406,774	Feb 12 04:24 PM
Sharan Sharat	President and Chief Executive	Feb 06 '24	Option Exercise	1.68	18,422	30,949	2,565,780	Feb 07 04:12 PM
Sharan Sharat	President and Chief Executive	Feb 06 '24	Sale	7.74	18,422	142,500	2,547,358	Feb 07 04:12 PM
Sharan Sharat	President and Chief Executive	Feb 05 '24	Option Exercise	1.68	18,422	30,949	2,565,780	Feb 07 04:12 PM
Sharan Sharat	President and Chief Executive	Feb 05 '24	Sale	7.61	18,422	140,103	2,547,358	Feb 07 04:12 PM
Sharan Sharat	President and Chief Executive	Jan 31 '24	Sale	7.56	13,537	102,302	2,547,358	Jan 31 06:12 PM
Vattuone Steven	Chief Financial Officer	Jan 31 '24	Sale	7.56	1,818	13,739	406,774	Jan 31 06:12 PM
Blackie James	Chief Revenue Officer	Jan 31 '24	Sale	7.56	1,771	13,384	304,219	Jan 31 05:45 PM
Sharan Sharat	President and Chief Executive	Jan 30 '24	Sale	7.80	16,440	128,234	2,560,895	Jan 31 06:12 PM
Vattuone Steven	Chief Financial Officer	Jan 30 '24	Sale	7.79	7,430	57,863	408,592	Jan 31 06:12 PM
Blackie James	Chief Revenue Officer	Jan 30 '24	Sale	7.80	2,151	16,778	305,990	Jan 31 05:45 PM
Trempont Dominique	Director	Jan 23 '24	Sale	7.50	4,250	31,891	291,435	Jan 25 04:05 PM
Sharan Sharat	President and Chief Executive	Jan 09 '24	Option Exercise	1.17	18,422	21,603	2,519,781	Jan 10 06:01 PM
Sharan Sharat	President and Chief Executive	Jan 09 '24	Sale	6.97	18,422	128,409	2,501,359	Jan 10 06:01 PM
Sharan Sharat	President and Chief Executive	Jan 08 '24	Option Exercise	0.86	18,422	15,843	2,519,781	Jan 10 06:01 PM
Sharan Sharat	President and Chief Executive	Jan 08 '24	Sale	7.01	18,422	129,223	2,501,359	Jan 10 06:01 PM
Sharan Sharat	President and Chief Executive	Jan 02 '24	Sale	7.51	17,933	134,711	2,501,359	Jan 04 04:06 PM
Sahasi Jayesh	EV President, Product and CTO	Dec 22 '23	Sale	8.00	20,000	160,084	598,940	Dec 27 04:19 PM
Trempont Dominique	Director	Dec 15 '23	Sale	7.57	4,250	32,186	295,685	Dec 19 04:50 PM
Vattuone Steven	Chief Financial Officer	Dec 14 '23	Option Exercise	1.61	28,074	45,322	422,506	Dec 18 04:34 PM
Vattuone Steven	Chief Financial Officer	Dec 14 '23	Sale	7.76	42,879	332,691	406,835	Dec 18 04:34 PM
Sharan Sharat	President and Chief Executive	Dec 06 '23	Option Exercise	0.86	18,423	15,844	2,537,715	Dec 07 04:05 PM
Sharan Sharat	President and Chief Executive	Dec 06 '23	Sale	7.51	18,423	138,290	2,519,292	Dec 07 04:05 PM
Sharan Sharat	President and Chief Executive	Dec 05 '23	Option Exercise	0.86	18,423	15,844	2,537,715	Dec 07 04:05 PM
Sharan Sharat	President and Chief Executive	Dec 05 '23	Sale	7.73	18,423	142,355	2,519,292	Dec 07 04:05 PM
Vattuone Steven	Chief Financial Officer	Dec 01 '23	Sale	7.61	5,513	41,966	421,640	Dec 05 05:19 PM
Blackie James	Chief Revenue Officer	Dec 01 '23	Sale	7.61	5,372	40,892	299,189	Dec 05 05:19 PM
Sahasi Jayesh	EV President, Product and CTO	Dec 01 '23	Sale	7.62	5,337	40,672	618,940	Dec 05 05:19 PM
Trempont Dominique	Director	Nov 28 '23	Sale	7.50	17,000	127,529	299,935	Nov 29 04:14 PM
Blackie James	Chief Revenue Officer	Nov 20 '23	Sale	6.91	3,136	21,654	304,561	Nov 22 04:20 PM
Vattuone Steven	Chief Financial Officer	Nov 20 '23	Sale	6.91	2,957	20,418	427,153	Nov 22 04:19 PM
Vattuone Steven	Chief Financial Officer	Oct 05 '23	Option Exercise	1.41	25,250	35,625	430,110	Oct 10 04:17 PM
Sharan Sharat	President and Chief Executive	Oct 02 '23	Sale	6.36	11,963	76,110	2,519,292	Oct 04 04:15 PM
Vattuone Steven	Chief Financial Officer	Sep 21 '23	Option Exercise	2.02	24,750	49,975	404,860	Sep 22 04:12 PM
Blackie James	Chief Revenue Officer	Sep 06 '23	Sale	6.79	22,500	152,806	307,697	Sep 06 05:59 PM
Blackie James	Chief Revenue Officer	Sep 05 '23	Sale	6.82	22,500	153,526	330,197	Sep 06 05:59 PM
Vattuone Steven	Chief Financial Officer	Sep 01 '23	Sale	6.83	5,484	37,436	380,110	Sep 06 04:29 PM
Sahasi Jayesh	EV President, Product and CTO	Sep 01 '23	Sale	6.84	5,301	36,250	623,077	Sep 06 04:29 PM
Blackie James	Chief Revenue Officer	Sep 01 '23	Sale	6.84	5,301	36,250	352,697	Sep 06 05:59 PM
Sharan Sharat	President and Chief Executive	Aug 23 '23	Option Exercise	0.92	18,333	16,818	2,549,588	Aug 24 05:06 PM
Sharan Sharat	President and Chief Executive	Aug 23 '23	Sale	6.75	18,333	123,663	2,531,255	Aug 24 05:06 PM
Sharan Sharat	President and Chief Executive	Aug 22 '23	Option Exercise	0.87	18,535	16,106	2,549,588	Aug 24 05:06 PM
Sharan Sharat	President and Chief Executive	Aug 22 '23	Sale	6.69	18,333	122,613	2,531,255	Aug 24 05:06 PM
Blackie James	Chief Revenue Officer	Aug 21 '23	Sale	6.77	17,283	117,080	357,998	Aug 23 05:11 PM
Vattuone Steven	Chief Financial Officer	Aug 21 '23	Sale	6.80	10,021	68,143	385,594	Aug 23 05:11 PM
Vattuone Steven	Chief Financial Officer	Aug 01 '23	Option Exercise	1.74	39,223	68,380	434,838	Aug 02 04:18 PM
Vattuone Steven	Chief Financial Officer	Aug 01 '23	Sale	8.96	39,223	351,485	395,615	Aug 02 04:18 PM
Vattuone Steven	Chief Financial Officer	Jul 31 '23	Option Exercise	1.23	6,722	8,268	402,337	Aug 02 04:18 PM
Vattuone Steven	Chief Financial Officer	Jul 31 '23	Sale	8.92	6,722	59,960	395,615	Aug 02 04:18 PM
Sharan Sharat	President and Chief Executive	Jul 18 '23	Option Exercise	0.86	18,333	15,766	2,549,386	Jul 19 04:34 PM
Sharan Sharat	President and Chief Executive	Jul 18 '23	Sale	8.61	18,333	157,772	2,531,053	Jul 19 04:34 PM
Sharan Sharat	President and Chief Executive	Jul 17 '23	Option Exercise	0.86	18,333	15,766	2,549,386	Jul 19 04:34 PM
Sharan Sharat	President and Chief Executive	Jul 17 '23	Sale	8.75	18,333	160,408	2,531,053	Jul 19 04:34 PM
Vattuone Steven	Chief Financial Officer	Jul 14 '23	Option Exercise	1.23	200	246	395,815	Jul 17 06:21 PM
Vattuone Steven	Chief Financial Officer	Jul 14 '23	Sale	8.91	200	1,782	395,615	Jul 17 06:21 PM
Vattuone Steven	Chief Financial Officer	Jul 13 '23	Option Exercise	1.23	2,000	2,460	397,615	Jul 17 06:21 PM
Vattuone Steven	Chief Financial Officer	Jul 13 '23	Sale	8.91	2,000	17,826	395,615	Jul 17 06:21 PM
Sharan Sharat	President and Chief Executive	Jun 30 '23	Sale	8.18	12,189	99,671	2,531,053	Jul 05 05:04 PM
Sharan Sharat	President and Chief Executive	Jun 15 '23	Option Exercise	0.86	18,334	15,767	2,561,576	Jun 16 05:54 PM
Sharan Sharat	President and Chief Executive	Jun 15 '23	Sale	8.47	18,334	155,223	2,543,242	Jun 16 05:54 PM
Sharan Sharat	President and Chief Executive	Jun 14 '23	Option Exercise	0.86	18,334	15,767	2,561,576	Jun 16 05:54 PM
Sharan Sharat	President and Chief Executive	Jun 14 '23	Sale	8.51	18,334	156,017	2,543,242	Jun 16 05:54 PM
Blackie James	Chief Revenue Officer	Jun 14 '23	Sale	8.50	10,000	84,982	375,281	Jun 16 05:55 PM
Vattuone Steven	Chief Financial Officer	Jun 02 '23	Sale	7.91	14,249	112,769	395,615	Jun 05 04:33 PM
Vattuone Steven	Chief Financial Officer	Jun 01 '23	Sale	7.84	9,025	70,791	409,864	Jun 05 04:33 PM
Blackie James	Chief Revenue Officer	Jun 01 '23	Sale	7.83	8,711	68,178	385,281	Jun 05 04:33 PM
Vattuone Steven	Chief Financial Officer	May 31 '23	Option Exercise	2.00	23,162	46,324	450,930	Jun 01 07:52 PM
Vattuone Steven	Chief Financial Officer	May 31 '23	Sale	7.94	32,041	254,345	418,889	Jun 01 07:52 PM
Vattuone Steven	Chief Financial Officer	May 30 '23	Sale	7.92	1,001	7,924	427,768	Jun 01 07:52 PM
Trempont Dominique	Director	May 15 '23	Sale	7.79	25,000	194,670	291,488	May 16 05:19 PM
Sharan Sharat	President and Chief Executive	May 11 '23	Sale	7.86	10,893	85,597	2,493,589	May 12 05:47 PM
Vattuone Steven	Chief Financial Officer	May 10 '23	Sale	9.08	14,081	127,908	386,361	May 12 04:24 PM

Open in Screener

HWC

Hancock Whitney Corp.

May 06 • 04:00PM ET

48.59

Dollar change +1.02
Percentage change 2.14	%

Financial • Banks - Regional • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

HWC Hancock Whitney Corp. daily Stock Chart

Held by: IJH VTI IWM VB VBR VXF AVUV IWN DFAT SCHA

Index	RUT	P/E	11.30	EPS (ttm)	4.30	Insider Own	1.18%	Shs Outstand	86.34M	Perf Week	4.38%
Market Cap	4.22B	Forward P/E	9.62	EPS next Y	5.05	Insider Trans	-3.52%	Shs Float	85.89M	Perf Month	10.71%
Income	372.09M	PEG	1.41	EPS next Q	1.19	Inst Own	81.54%	Short Float	1.98%	Perf Quarter	14.90%
Sales	1.81B	P/S	2.33	EPS this Y	-5.26%	Inst Trans	1.10%	Short Ratio	3.55	Perf Half Y	31.64%
Book/sh	44.49	P/B	1.09	EPS next Y	2.79%	ROA	1.02%	Short Interest	1.70M	Perf Year	49.28%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	10.08%	52W Range	31.02 - 49.65	Perf YTD	0.00%
Dividend Est.	1.21 (2.49%)	P/FCF	8.54	EPS past 5Y	3.88%	ROI	8.99%	52W High	-2.13%	Beta	1.31
Dividend TTM	1.20 (2.47%)	Quick Ratio	-	Sales past 5Y	8.18%	Gross Margin	-	52W Low	56.64%	ATR (14)	1.28
Dividend Ex-Date	Jun 05, 2024	Current Ratio	0.12	EPS Y/Y TTM	-24.82%	Oper. Margin	25.68%	RSI (14)	68.58	Volatility	2.33% 2.74%
Employees	3591	Debt/Eq	0.39	Sales Y/Y TTM	13.21%	Profit Margin	20.55%	Recom	2.10	Target Price	50.90
Option/Short	Yes / Yes	LT Debt/Eq	0.09	EPS Q/Q	-13.63%	Payout	26.69%	Rel Volume	0.70	Prev Close	47.57
Sales Surprise	0.07%	EPS Surprise	4.86%	Sales Q/Q	-21.71%	Earnings	Apr 16 AMC	Avg Volume	477.33K	Price	48.59
SMA20	8.43%	SMA50	10.23%	SMA200	15.35%	Trades		Volume	341,945	Change	2.14%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-17-24	Upgrade	Citigroup	Neutral → Buy	$48 → $50
Jan-19-24	Resumed	DA Davidson	Buy	$55
Jan-05-24	Downgrade	Truist	Buy → Hold	$54 → $50
Dec-01-23	Initiated	Citigroup	Neutral	$45
Sep-18-23	Upgrade	Piper Sandler	Neutral → Overweight
Jul-19-23	Downgrade	Raymond James	Strong Buy → Outperform	$45 → $46
Jul-19-23	Downgrade	Piper Sandler	Overweight → Neutral	$50 → $46
Jul-11-23	Downgrade	Jefferies	Buy → Hold	$45 → $42
Mar-14-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$60 → $50
Mar-14-23	Downgrade	Janney	Buy → Neutral	$44.50
Jan-19-22	Upgrade	Truist	Hold → Buy	$50 → $70
Sep-07-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$55
Apr-07-21	Upgrade	Raymond James	Outperform → Strong Buy	$51
Jan-07-21	Upgrade	Jefferies	Hold → Buy	$42
Oct-08-20	Upgrade	BofA Securities	Neutral → Buy	$30
Sep-15-20	Upgrade	DA Davidson	Neutral → Buy	$22 → $23
Jun-17-20	Upgrade	Raymond James	Mkt Perform → Outperform	$27
May-01-20	Downgrade	DA Davidson	Buy → Neutral	$23
Mar-09-20	Downgrade	Raymond James	Strong Buy → Mkt Perform
Feb-28-20	Initiated	DA Davidson	Buy

Show Previous Ratings

Apr-29-24 11:20AM	Hancock Whitney (HWC) Hikes Quarterly Cash Dividend by 33.3% (Zacks)
Apr-25-24 04:00PM	Hancock Whitney Increases Quarterly Dividend 33% (Business Wire)
Apr-19-24 03:09AM	Hancock Whitney Corp (HWC) Q1 2024 Earnings Call Transcript Highlights: Strategic Insights and ... (GuruFocus.com)
Apr-17-24 12:04PM	Hancock Whitney (HWC) Q1 Earnings Beat on Fee Income Growth (Zacks)
08:31AM	Hancock Whitney Corporation (NASDAQ:HWC) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:53PM	Loading…
Apr-16-24 09:53PM	HWC Stock Earnings: Hancock Whitney Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:30PM	Hancock Whitney (HWC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:31PM	Hancock Whitney Corp (HWC) Q1 2024 Earnings: Surpasses Analyst EPS Projections (GuruFocus.com)
05:15PM	Hancock Whitney (HWC) Beats Q1 Earnings and Revenue Estimates (Zacks)
04:12PM	Hancock Whitney: Q1 Earnings Snapshot (Associated Press Finance)
04:00PM	Hancock Whitney Reports First Quarter 2024 EPS of $1.24 (Business Wire)
Apr-11-24 09:15AM	Exploring Analyst Estimates for Hancock Whitney (HWC) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-09-24 10:00AM	Earnings Preview: Hancock Whitney (HWC) Q1 Earnings Expected to Decline (Zacks)
Mar-27-24 09:12AM	Hancock Whitney (HWC) Rides on Loan Demand Amid Rising Costs (Zacks) +5.20%
Mar-26-24 04:15PM	Hancock Whitney Corporation to announce first quarter 2024 financial results and host conference call April 16 (Business Wire)
12:00PM	Loading…
Mar-07-24 12:00PM	Hancock Whitney Names Shane Loper as Hancock Whitney Bank President (Business Wire)
Feb-27-24 10:48AM	Hancock Whitney's (HWC) Loan, Rates Aid Amid Weak Asset Quality (Zacks)
Feb-23-24 12:00PM	All You Need to Know About Hancock Whitney (HWC) Rating Upgrade to Buy (Zacks)
Feb-22-24 11:27PM	Insider Sell: Chief Credit Officer Christopher Ziluca Sells 3,636 Shares of Hancock Whitney ... (GuruFocus.com)
Feb-15-24 11:30AM	Hancock Whitney (HWC) Down 4.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Feb-12-24 11:33AM	Here's Why Hancock Whitney (HWC) is Worth Buying Right Now (Zacks)
Jan-25-24 04:15PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
Jan-18-24 08:22AM	Hancock Whitney Corporation (NASDAQ:HWC) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-17-24 02:08PM	Hancock Whitney's (HWC) Q4 Earnings Top Estimates, Costs Rise (Zacks)
06:43AM	Q4 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-16-24 06:00PM	Compared to Estimates, Hancock Whitney (HWC) Q4 Earnings: A Look at Key Metrics (Zacks)
05:15PM	Hancock Whitney (HWC) Q4 Earnings Top Estimates (Zacks)
04:43PM	Hancock Whitney Corp Reports Q4 2023 Results Amidst Restructuring Charges (GuruFocus.com)
04:23PM	Hancock Whitney: Q4 Earnings Snapshot (Associated Press Finance)
04:00PM	Hancock Whitney Reports Fourth Quarter 2023 EPS of $0.58 (Business Wire)
11:28AM	Loading…
Jan-10-24 11:28AM	What Analyst Projections for Key Metrics Reveal About Hancock Whitney (HWC) Q4 Earnings (Zacks)
Jan-09-24 04:53PM	Hancock Whitney (HWC) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Jan-05-24 12:10PM	Why Hancock Whitney (HWC) Could Beat Earnings Estimates Again (Zacks)
Jan-03-24 04:00PM	Hancock Whitney Bank President Joe Exnicios to Retire March 1, 2024 (Business Wire)
Dec-26-23 04:15PM	Hancock Whitney Corporation to announce fourth quarter 2023 financial results and host conference call January 16 (Business Wire)
Nov-16-23 11:30AM	Hancock Whitney (HWC) Up 18.3% Since Last Earnings Report: Can It Continue? (Zacks)
Oct-26-23 04:15PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
Oct-19-23 08:26AM	Hancock Whitney Corporation (NASDAQ:HWC) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-18-23 03:51PM	Hancock Whitney (HWC) Gains as Q3 Earnings Beat Estimates (Zacks)
02:19PM	Home and insurance costs are hurting consumers more than rates, says Hancock Whitney CEO (CNBC TV)
02:05PM	Hancock Whitney Corp (HWC) Reports Q3 2023 Earnings, Net Income of $97.7 Million (GuruFocus.com)
07:20AM	Q3 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-17-23 06:00PM	Hancock Whitney (HWC) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:25PM	Hancock Whitney (HWC) Beats Q3 Earnings Estimates (Zacks)
04:15PM	Hancock Whitney: Q3 Earnings Snapshot (Associated Press Finance)
04:00PM	Hancock Whitney Reports Third Quarter 2023 EPS of $1.12 (Business Wire)
Oct-11-23 10:00AM	Analysts Estimate United Community Banks (UCBI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-10-23 10:00AM	Analysts Estimate Hancock Whitney (HWC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-02-23 09:13AM	Hilltop Holdings (HTH) Rides on Loans Amid Asset Quality Woes (Zacks)
Sep-26-23 09:20AM	Hancock Whitney Corporation to announce third quarter 2023 financial results and host conference call October 17 (Business Wire)
Sep-05-23 10:00AM	Newmark Secures Global Corporate Services Contract Renewal with Hancock Whitney Bank (PR Newswire)
Aug-17-23 11:30AM	Hancock Whitney (HWC) Down 8.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-01-23 06:00AM	Hancock Whitney (NASDAQ:HWC) Is Paying Out A Larger Dividend Than Last Year (Simply Wall St.)
Jul-27-23 04:15PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
Jul-21-23 07:00AM	Houston market a major growth engine for Hancock Whitney Bank, South Texas leader says (American City Business Journals)
Jul-19-23 10:49AM	Hancock Whitney (HWC) Stock Declines Despite Q2 Earnings Beat (Zacks)
10:39AM	Q2 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-18-23 05:30PM	Hancock Whitney (HWC) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Hancock Whitney (HWC) Q2 Earnings Surpass Estimates (Zacks)
04:11PM	Hancock Whitney: Q2 Earnings Snapshot (AP Finance)
04:00PM	Hancock Whitney Reports Second Quarter 2023 EPS of $1.35 (Business Wire)
Jul-12-23 10:00AM	Earnings Preview: Community Trust Bancorp (CTBI) Q2 Earnings Expected to Decline (Zacks)
Jul-11-23 10:00AM	Hancock Whitney (HWC) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release (Zacks)
Jun-27-23 09:15AM	Hancock Whitney Corporation to announce second quarter 2023 financial results and host conference call July 18 (Business Wire)
Jun-21-23 08:00PM	HWC: Lowering target price to $31.00 (Argus Research)
Jun-14-23 08:46AM	Top 20 Most Profitable Banks in the World (Insider Monkey)
06:26AM	Hancock Whitney Corporation (NASDAQ:HWC) is largely controlled by institutional shareholders who own 86% of the company (Simply Wall St.)
May-17-23 03:57PM	Hancock Whitney (NASDAQ:HWC) Is Increasing Its Dividend To $0.30 (Simply Wall St.) +8.33%
Apr-27-23 05:30PM	Hancock Whitney Corporation Announces Quarterly Dividend (Business Wire)
01:03AM	Hancock Whitney Corporation (NASDAQ:HWC) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-26-23 08:00PM	HWC: Rating increased to a BUY (Argus Research)
06:26AM	Daily Vickers Top Buyers & Sellers for 04/26/2023 (Argus Research)
Apr-19-23 05:26PM	The Era of Easy Deposits Is Over for Main Street Banks (The Wall Street Journal)
09:47AM	Hancock Whitney (HWC) Q1 Earnings Meet, Revenues Rise Y/Y (Zacks)
09:37AM	Q1 2023 Hancock Whitney Corp Earnings Call (Thomson Reuters StreetEvents)
Apr-18-23 05:15PM	Hancock Whitney (HWC) Q1 Earnings Match Estimates (Zacks)
04:07PM	Hancock Whitney: Q1 Earnings Snapshot (AP Finance)
04:00PM	Hancock Whitney Reports First Quarter 2023 EPS of $1.45 (Business Wire)
Apr-12-23 10:00AM	First Community (FCCO) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-11-23 10:00AM	Hancock Whitney (HWC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Mar-28-23 09:25AM	Hancock Whitney Corporation to announce first quarter 2023 financial results and host conference call April 18 (Business Wire)
Mar-24-23 10:49AM	With EPS Growth And More, Hancock Whitney (NASDAQ:HWC) Makes An Interesting Case (Simply Wall St.)
Feb-25-23 09:22AM	Hancock Whitney's (NASDAQ:HWC) three-year total shareholder returns outpace the underlying earnings growth (Simply Wall St.)
Jan-29-23 07:33AM	Hancock Whitney (NASDAQ:HWC) Has Announced That It Will Be Increasing Its Dividend To $0.30 (Simply Wall St.)
Jan-26-23 09:20AM	Hancock Whitney Increases Quarterly Dividend 11%; Renews Share Repurchase Authorization (Business Wire)
Jan-20-23 10:54AM	11 Most Undervalued Bank Stocks To Buy According To Hedge Funds (Insider Monkey)
Jan-19-23 01:41PM	Hancock Whitney Corporation (NASDAQ:HWC) Q4 2022 Earnings Call Transcript (Insider Monkey)
08:33AM	Hancock Whitney Full Year 2022 Earnings: Revenues In Line With Expectations (Simply Wall St.)
Jan-18-23 09:38AM	Hancock Whitney (HWC) Q4 Earnings Beat Estimates, Revenues Rise (Zacks) -5.70%
Jan-17-23 05:35PM	Hancock Whitney (HWC) Beats Q4 Earnings Estimates (Zacks)
04:00PM	Hancock Whitney reports fourth quarter 2022 EPS of $1.65 (Business Wire)
Jan-10-23 10:00AM	Hancock Whitney (HWC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-05-23 09:40AM	Is Hancock Whitney (HWC) Stock Undervalued Right Now? (Zacks)
Dec-27-22 09:15AM	Hancock Whitney Corporation to Announce Fourth Quarter 2022 Financial Results and Host Conference Call January 17 (Business Wire)
Dec-15-22 09:35AM	After Plunging 6.7% in 4 Weeks, Here's Why the Trend Might Reverse for Hancock Whitney (HWC) (Zacks)
Dec-14-22 08:42AM	Hancock Whitney Corporation (NASDAQ:HWC) is a favorite amongst institutional investors who own 82% (Simply Wall St.)
Dec-06-22 09:40AM	Should Value Investors Buy Hancock Whitney (HWC) Stock? (Zacks)
08:49AM	6 Reasons Why Hancock Whitney (HWC) is an Attractive Pick Now (Zacks)
Nov-18-22 09:40AM	Are Investors Undervaluing Hancock Whitney (HWC) Right Now? (Zacks)
Nov-17-22 11:30AM	Hancock Whitney (HWC) Up 1% Since Last Earnings Report: Can It Continue? (Zacks)

Hancock Whitney Corp. operates as a bank holding company, which engages in the provision of financial services. It also offers trust and investment management services to retirement plans, corporations, individuals, brokerage services, annuity products, life insurance, general insurance and agency services, including life, title insurance and consumer financing service. The company was founded in 1984 and is headquartered in Gulfport, MS.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Knight Cecil W. Jr	Chief Banking Officer	May 01 '24	Sale	46.82	844	39,516	58,843	May 01 04:13 PM
PICKERING CHRISTINE L	Director	Apr 30 '24	Sale	45.62	1,300	59,306	23,982	May 01 04:15 PM
Ziluca Christopher S	Chief Credit Officer	Feb 22 '24	Sale	43.50	3,636	158,166	35,285	Feb 22 05:17 PM
Loper D Shane	Chief Operating Officer	Jan 25 '24	Sale	46.81	17,690	828,069	71,148	Jan 26 04:09 PM
Exnicios Joseph S	President-Hancock Whitney Bank	Jan 22 '24	Sale	47.15	9,857	464,758	30,159	Jan 23 04:34 PM
Exnicios Joseph S	President-Hancock Whitney Bank	Jan 22 '24	Sale	46.96	37	1,724	0	Jan 23 04:34 PM
Exnicios Joseph S	President-Hancock Whitney Bank	Jan 19 '24	Sale	45.28	4,042	183,022	40,016	Jan 23 04:34 PM
Wilkins Carleton Richard	Director	Aug 01 '23	Sale	42.86	1,110	47,575	14,657	Aug 02 04:29 PM
HAIRSTON JOHN M	President & CEO	Jul 31 '23	Sale	44.00	23,517	1,034,748	205,369	Aug 01 05:34 PM
Knight Cecil W. Jr	Chief Banking Officer	Jul 26 '23	Sale	43.65	1,892	82,592	33,263	Jul 27 04:10 PM
Achary Michael M	Chief Financial Officer	Jul 21 '23	Sale	42.11	12,185	513,139	39,948	Jul 21 04:35 PM
LANE HARRY MERRITT III	Director	May 10 '23	Buy	32.85	2,000	65,710	2,000	May 25 04:19 PM

Open in Screener

SURG

Surgepays Inc

May 06 • 04:00PM ET

4.03

Dollar change +0.25
Percentage change 6.61	%

Technology • Software - Application • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VXF IWC SQLV DCOR

Index	-	P/E	2.87	EPS (ttm)	1.41	Insider Own	29.58%	Shs Outstand	14.40M	Perf Week	6.33%
Market Cap	77.74M	Forward P/E	5.72	EPS next Y	0.70	Insider Trans	0.00%	Shs Float	13.58M	Perf Month	2.54%
Income	20.62M	PEG	-	EPS next Q	0.15	Inst Own	8.31%	Short Float	7.66%	Perf Quarter	-49.31%
Sales	137.14M	P/S	0.57	EPS this Y	-85.02%	Inst Trans	10.15%	Short Ratio	1.55	Perf Half Y	-11.43%
Book/sh	1.96	P/B	2.05	EPS next Y	241.13%	ROA	54.15%	Short Interest	1.04M	Perf Year	-6.93%
Cash/sh	0.76	P/C	5.32	EPS next 5Y	-	ROE	124.06%	52W Range	3.28 - 9.23	Perf YTD	-37.52%
Dividend Est.	-	P/FCF	7.77	EPS past 5Y	-	ROI	70.93%	52W High	-56.34%	Beta	1.39
Dividend TTM	-	Quick Ratio	1.91	Sales past 5Y	64.99%	Gross Margin	25.18%	52W Low	22.87%	ATR (14)	0.27
Dividend Ex-Date	-	Current Ratio	2.63	EPS Y/Y TTM	1746.87%	Oper. Margin	13.76%	RSI (14)	51.44	Volatility	4.88% 5.74%
Employees	262	Debt/Eq	0.19	Sales Y/Y TTM	12.83%	Profit Margin	15.03%	Recom	2.00	Target Price	7.00
Option/Short	Yes / Yes	LT Debt/Eq	0.03	EPS Q/Q	-2.74%	Payout	0.00%	Rel Volume	0.29	Prev Close	3.78
Sales Surprise	-3.68%	EPS Surprise	-55.74%	Sales Q/Q	-10.79%	Earnings	May 13 AMC	Avg Volume	672.70K	Price	4.03
SMA20	8.38%	SMA50	-14.91%	SMA200	-26.29%	Trades		Volume	210,336	Change	6.61%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-13-24	Downgrade	Maxim Group	Buy → Hold

May-06-24 04:01PM	SurgePays Announces First Quarter 2024 Earnings Release and Conference Call (GlobeNewswire) +6.61%
Apr-28-24 11:00AM	The Millionaire Makers: 3 Stocks With Promising 10X Potential (InvestorPlace)
Apr-18-24 04:55PM	SurgePays to Participate in Water Tower Fireside Chat Series (GlobeNewswire)
Mar-13-24 09:03AM	Why Is Surgepays (SURG) Stock Down 27% Today? (InvestorPlace) -28.18%
Mar-12-24 04:01PM	SurgePays Announces Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire) +10.95%
04:01PM	Loading…
Mar-05-24 04:01PM	SurgePays Announces Fourth Quarter and Full Year 2023 Earnings Release and Conference Call (GlobeNewswire) -7.59%
Feb-27-24 08:30AM	Congressman David Kustoff Visits SurgePays Headquarters in Bartlett, Tenn. (GlobeNewswire) +7.27%
Feb-16-24 08:30AM	SurgePays Taps Derron Winfrey as Vice President (GlobeNewswire) -7.53%
Jan-23-24 08:30AM	SurgePays Announces Strategic Partnership with SIN PIN (GlobeNewswire)
Jan-22-24 06:00PM	SurgePays Announces Closing of $15 Million Public Offering (GlobeNewswire) +8.96%
Jan-17-24 08:01PM	SurgePays Announces Pricing of $15 Million Public Offering (GlobeNewswire) -5.24%
04:05PM	SurgePays Announces Proposed Public Offering (GlobeNewswire)
Jan-12-24 04:01PM	Jeremy Gies Appointed to President of SurgePays, Inc. (GlobeNewswire)
Jan-10-24 08:30AM	Garth Billstin Named Vice President of Sales for SurgePays (GlobeNewswire)
Jan-09-24 07:30AM	SurgePays Acquires ClearLine Mobile (GlobeNewswire) +7.25%
10:35AM	Loading…
Nov-20-23 10:35AM	SurgePays, Inc. (NASDAQ:SURG) Q3 2023 Earnings Call Transcript (Insider Monkey) +7.61%
Nov-14-23 04:01PM	SurgePays Announces Record Third Quarter 2023 Financial Results (GlobeNewswire)
08:30AM	SurgePays Places Number 345 on the 2023 Deloitte Technology Fast 500 Fastest-Growing Companies in North America (GlobeNewswire)
Nov-02-23 08:30AM	SurgePays Announces Third Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
Oct-26-23 08:30AM	Gary Chekan Appointed Director of Revenue Assurance and Financial Technology of SurgePays (GlobeNewswire)
Oct-24-23 04:46PM	3 Fintech Stocks Ready to Crush Legacy Banks (InvestorPlace)
Sep-26-23 08:30AM	SurgePays Partners with ClearLine Mobile for Customer-Facing LCD Tablets in Convenience Stores (GlobeNewswire) +7.34%
Sep-20-23 08:30AM	SurgePays to Exhibit at the NACS Show 2023 (GlobeNewswire)
Sep-13-23 08:27AM	3 Top Growth Stock Picks Trading at a Massive Bargain (InvestorPlace)
Sep-06-23 07:10PM	7 Short-Squeeze Stocks That Actually Might Make Sense (InvestorPlace)
Aug-10-23 04:01PM	SurgePays Announces Record Second Quarter 2023 Financial Results (GlobeNewswire)
Aug-03-23 04:01PM	SurgePays Announces Second Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
Jul-27-23 09:00AM	SurgePays & ParichuteConnect to Partner with Boys & Girls Clubs of America Native Services (GlobeNewswire) +5.57%
Jul-25-23 03:25PM	SurgePays (NASDAQ:SURG) investors are sitting on a loss of 70% if they invested five years ago (Simply Wall St.)
Jul-19-23 08:30AM	SurgePays Announces Direct to Consumer Partnership with LeadEx Solutions (GlobeNewswire)
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Jul-13-23 08:30AM	SurgePays Provides Company Updates for Shareholders (GlobeNewswire) +13.02%
Jun-27-23 08:30AM	SurgePays Announces Partnership with ParichuteConnect (GlobeNewswire)
Jun-26-23 04:33PM	7 Small-Cap Stocks That Analysts Are Loving in June (InvestorPlace)
Jun-08-23 07:07AM	A Piece Of The Puzzle Missing From SurgePays, Inc.'s (NASDAQ:SURG) 88% Share Price Climb (Simply Wall St.)
Jun-01-23 06:22PM	'This is only the beginning:' Bartlett-based SurgePays posts Q1 results, continues to grow (American City Business Journals) +6.41%
May-30-23 06:34PM	7 Stocks With 1,000% Upside Potential (InvestorPlace)
May-13-23 09:28AM	Has SurgePays, Inc.'s (NASDAQ:SURG) Impressive Stock Performance Got Anything to Do With Its Fundamentals? (Simply Wall St.)
May-11-23 04:01PM	SurgePays Announces First Quarter 2023 Financial Results (GlobeNewswire)
May-09-23 08:30AM	1606 Corp. Signs Product Distribution Agreement With SurgePays, Inc. (PR Newswire)
May-08-23 08:30AM	SurgePays Inc. Commences Trading on Upstream Under SURG (GlobeNewswire)
May-04-23 08:30AM	SurgePays Announces First Quarter 2023 Earnings Release and Conference Call (GlobeNewswire)
May-02-23 08:30AM	SurgePays Inc. Approved to Dual List on Upstream (GlobeNewswire)
Apr-03-23 02:08PM	Bartlett-based SurgePays eclipses $100M in revenue for first time (American City Business Journals) +11.36%
Apr-01-23 08:48AM	SurgePays Full Year 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
Mar-30-23 05:18PM	SurgePays Announces Fourth Quarter 2022 and Full Year Financial Results (ACCESSWIRE) -5.41%
Mar-02-23 08:30AM	SurgePays Announces 2022 Preliminary Financial Results and Schedules Fourth Quarter and Full Year 2022 Earnings Call (GlobeNewswire) -7.62%
Feb-20-23 08:16PM	Bartlett-based SurgePays inks distribution agreement to bolster presence in the Northeast (American City Business Journals)
Feb-16-23 09:11AM	SurgePays Announces Distribution Agreement with Capital Candy Co. (GlobeNewswire)
Jan-17-23 08:30AM	SurgePays to Present at the Virtual Investor 2023 Companies to Watch Event (GlobeNewswire)
Jan-16-23 05:43AM	Investors in SurgePays (NASDAQ:SURG) have made a strong return of 125% over the past year (Simply Wall St.)
Jan-12-23 09:14AM	SurgePays Provides Shareholder Update (GlobeNewswire)
Jan-11-23 01:00PM	JTC Team to Host the Virtual Investor 2023 Companies to Watch Event on January 17th, 18th, and 19th (ACCESSWIRE)
Dec-23-22 05:23PM	SurgePays Announces Changes To Its Board Of Directors (GlobeNewswire)
Dec-15-22 08:30AM	94% of Consumers Consider their Local Independent Grocery Stores Important to their Community According to New SurgePays Survey (GlobeNewswire)
Dec-01-22 09:26AM	Market Sentiment Around Loss-Making SurgePays, Inc. (NASDAQ:SURG) (Simply Wall St.) +8.35%
Nov-18-22 08:00AM	SurgePays Announces Closing on $25 Million Senior Credit Facility (GlobeNewswire) +5.39%
Nov-14-22 04:01PM	SurgePays Announces Third Quarter 2022 Financial Results (GlobeNewswire) -7.49%
Nov-03-22 04:01PM	SurgePays Announces Third Quarter 2022 Earnings Release and Conference Call (GlobeNewswire)
08:30AM	SurgePays Announces Application for Dual Listing on Upstream (GlobeNewswire)
Nov-01-22 08:30AM	Jeremy Gies Appointed President of SurgePays Fintech (GlobeNewswire)
Oct-27-22 08:30AM	GPOPlus+ Signs Master Services Agreement with SurgePays (GlobeNewswire) +7.99%
Oct-26-22 10:48AM	7 Nasdaq Stocks to Sell Pronto Before a Painful Downturn (InvestorPlace)
Oct-19-22 02:21PM	7 Short-Squeeze Stocks to Sell Before Traders Cash Out (InvestorPlace)
Oct-05-22 08:30AM	SurgePays Passes 200,000 Mobile Broadband Subscribers (GlobeNewswire) +11.05%
Oct-03-22 09:00AM	SurgePays Announces Upcoming Investor Conference Participation (GlobeNewswire)
Sep-27-22 09:05AM	60+ Companies to Present at the 2nd Annual MicroCap Rodeo - Windy City Roundup Conference on October 12th - 13th, 2022 in Chicago (ACCESSWIRE)
Sep-06-22 04:01PM	SurgePays to Present at the H.C. Wainwright Annual Global Investment Conference (GlobeNewswire)
Sep-05-22 06:26AM	Multiple insiders bought SurgePays, Inc. (NASDAQ:SURG) stock earlier this year, a positive sign for shareholders (Simply Wall St.)
Aug-11-22 04:33PM	SurgePays Announces Second Quarter 2022 Financial Results (GlobeNewswire) -5.21%
Aug-09-22 08:27AM	SurgePays Announces Second Quarter 2022 Earnings Release and Conference Call (GlobeNewswire)
Aug-08-22 11:18AM	Investors in SurgePays (NASDAQ:SURG) have unfortunately lost 78% over the last three years (Simply Wall St.)
Jul-22-22 02:00PM	JTC Team to Host Virtual Investor Spotlight Event Featuring SurgePays, Inc. (ACCESSWIRE) +13.30%
08:30AM	SurgePays to Participate in the Virtual Investor Spotlight Series (GlobeNewswire)
Jul-14-22 08:30AM	SurgePays Passes 150,000 Mobile Broadband Subscribers (GlobeNewswire) -7.51%
Jul-13-22 04:01PM	SurgePays to Ring Nasdaq Opening Bell (GlobeNewswire)
Jun-24-22 07:53AM	Analysts Expect SurgePays, Inc. (NASDAQ:SURG) To Breakeven Soon (Simply Wall St.)
Jun-15-22 08:30AM	SurgePays Selected to Join Russell Microcap Index (GlobeNewswire)
May-16-22 01:52PM	CEO of Bartlett-based public company SurgePays on big quarter, expansion of broadband service (American City Business Journals)
01:20PM	36 of the Best Ideas Companies to Present at the Spring into Action - Best Ideas Investor Conference on May 16th - 20th, 2022 (ACCESSWIRE)
08:00AM	SurgePays Announces First Quarter 2022 Financial Results (GlobeNewswire)
May-11-22 04:01PM	SurgePays Announces First Quarter 2022 Earnings Release and Conference Call (GlobeNewswire)
Apr-27-22 09:00AM	Keynotes, Educational Panels and 88 Companies to Present at the Planet MicroCap Showcase on May 3-5, 2022 at Bally's Hotel & Casino in Las Vegas, NV (ACCESSWIRE)
Apr-19-22 04:01PM	SurgePays Passes 100,000 Mobile Broadband Subscribers (GlobeNewswire)
Apr-13-22 08:30AM	SurgePays, Inc Announces Upcoming Investor Conference Participation (GlobeNewswire)
Apr-07-22 08:30AM	SurgePays Announces the Acquisition of Torch Wireless (GlobeNewswire) +9.56%
Mar-24-22 04:01PM	SurgePays Announces Full Year 2021 Financial Results (GlobeNewswire)
Mar-23-22 08:30AM	SurgePays, Inc to Participate in the 2022 Virtual Growth Conference Presented by Maxim Group LLC and hosted by M-Vest on March 28th 30th (GlobeNewswire)
Mar-21-22 08:30AM	SurgePays Announces Full Year 2021 Earnings Release and Conference Call (GlobeNewswire)
07:00AM	Surge Copper Intersects 368 metres of 0.58% CuEq including 110 metres of 0.64% CuEq at Berg (PR Newswire)
Mar-17-22 11:10AM	SurgePays Launches Industry-First Shareholder Perks Program on TiiCKER (PR Newswire)
07:00AM	Surge Copper Intersects High Grade at Berg including 132 metres of 0.83% CuEq followed by 71 metres of 0.65% CuEq with the Hole Ending in Mineralization (PR Newswire)
Mar-09-22 08:30AM	SurgePays Passes 65,000 Mobile Broadband Subscribers (GlobeNewswire) +12.38%
Mar-02-22 08:30AM	SurgePays, Inc. to Present at Q1 Virtual Investor Summit (GlobeNewswire)
Feb-17-22 08:30AM	SurgePays Enables Consumers to Purchase Bitcoin at Neighborhood Stores (GlobeNewswire)
Feb-16-22 03:20PM	Bartlett-based public company SurgePays cuts operating loss, projects $130M in revenue in 2022 (American City Business Journals)
Feb-14-22 08:30AM	SurgePays Passes 50,000 Mobile Broadband Subscribers (GlobeNewswire)
Feb-02-22 08:30AM	SurgePays to Present at the Second Annual Winter Wonderland Best Ideas Conference (GlobeNewswire)
Feb-01-22 08:30AM	SurgePays Issues Summary Shareholder Letter (GlobeNewswire)
Jan-24-22 01:16PM	As SurgePays, Inc. (NASDAQ:SURG) gains 10%, insiders who bought last year may be wishing they had bet higher (Simply Wall St.)
Jan-11-22 08:30AM	SurgePays Details Significant Growth in Mobile Broadband Subscribers (GlobeNewswire) +12.77%

SurgePays, Inc. operates as a technology-driven company, which focuses on building a supply chain software platform as an alternative to traditional wholesale supply chain distribution models. It offers goods and services direct to convenience stores, bodegas, minimarts, tiendas and other corner stores, providing goods and services primarily to the underbanked community. The company was founded on August 18, 2006 and is headquartered in Bartlett, TN.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cox Kevin Brian	CHIEF EXECUTIVE OFFICER	Aug 15 '23	Buy	4.72	5,200	24,544	4,507,894	Aug 16 09:17 AM

Open in Screener

GILD

Gilead Sciences, Inc.

May 06 • 04:00PM ET

65.54

Dollar change +0.76
Percentage change 1.17	%

Healthcare • Drug Manufacturers - General • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

GILD Gilead Sciences, Inc. daily Stock Chart

Held by: VTI VOO QQQ IVV VTV IBB COWZ VYM VHT MOAT

Index	NDX, S&P 500	P/E	182.72	EPS (ttm)	0.36	Insider Own	0.10%	Shs Outstand	1.25B	Perf Week	-0.61%
Market Cap	81.73B	Forward P/E	9.15	EPS next Y	7.16	Insider Trans	-2.00%	Shs Float	1.25B	Perf Month	-5.81%
Income	484.00M	PEG	33.93	EPS next Q	1.60	Inst Own	85.72%	Short Float	1.70%	Perf Quarter	-14.56%
Sales	27.42B	P/S	2.98	EPS this Y	-43.51%	Inst Trans	0.85%	Short Ratio	2.86	Perf Half Y	-19.32%
Book/sh	14.01	P/B	4.68	EPS next Y	88.66%	ROA	0.82%	Short Interest	21.18M	Perf Year	-16.53%
Cash/sh	3.78	P/C	17.32	EPS next 5Y	5.38%	ROE	2.52%	52W Range	64.33 - 87.86	Perf YTD	-19.10%
Dividend Est.	3.13 (4.78%)	P/FCF	11.01	EPS past 5Y	1.55%	ROI	1.04%	52W High	-25.41%	Beta	0.22
Dividend TTM	3.02 (4.61%)	Quick Ratio	0.72	Sales past 5Y	4.16%	Gross Margin	85.17%	52W Low	1.88%	ATR (14)	1.16
Dividend Ex-Date	Jun 14, 2024	Current Ratio	0.98	EPS Y/Y TTM	-91.37%	Oper. Margin	34.52%	RSI (14)	35.09	Volatility	1.57% 1.61%
Employees	18000	Debt/Eq	1.47	Sales Y/Y TTM	2.13%	Profit Margin	1.77%	Recom	2.18	Target Price	82.25
Option/Short	Yes / Yes	LT Debt/Eq	1.36	EPS Q/Q	-517.48%	Payout	66.62%	Rel Volume	0.96	Prev Close	64.78
Sales Surprise	5.17%	EPS Surprise	11.60%	Sales Q/Q	5.66%	Earnings	Apr 25 AMC	Avg Volume	7.40M	Price	65.54
SMA20	-2.01%	SMA50	-7.11%	SMA200	-13.82%	Trades		Volume	7,187,265	Change	1.17%

Date	Action	Analyst	Rating Change	Price Target Change
May-01-24	Reiterated	Maxim Group	Buy	$90 → $85
Apr-24-24	Upgrade	HSBC Securities	Reduce → Hold	$69
Feb-22-24	Downgrade	Truist	Buy → Hold	$91 → $82
Nov-09-23	Initiated	Deutsche Bank	Hold	$75
Sep-08-23	Upgrade	BofA Securities	Neutral → Buy	$88 → $95
Sep-06-23	Initiated	HSBC Securities	Reduce	$71
Jul-24-23	Reiterated	Barclays	Equal Weight	$81 → $80
May-16-23	Upgrade	BMO Capital Markets	Market Perform → Outperform	$90 → $100
Apr-28-23	Resumed	Piper Sandler	Overweight	$105
Jan-03-23	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$87
Dec-13-22	Resumed	BofA Securities	Neutral	$85
Dec-09-22	Downgrade	DZ Bank	Buy → Hold	$90
Oct-31-22	Upgrade	Barclays	Underweight → Equal Weight	$60 → $76
Oct-28-22	Upgrade	Truist	Hold → Buy	$76 → $91
Oct-28-22	Upgrade	Piper Sandler	Neutral → Overweight	$79 → $96
Oct-28-22	Reiterated	Wells Fargo	Equal Weight	$74 → $75
Oct-28-22	Reiterated	RBC Capital Mkts	Outperform	$79 → $82
Oct-28-22	Reiterated	JP Morgan	Overweight	$80 → $87
Oct-28-22	Reiterated	Jefferies	Buy	$78 → $86
Oct-28-22	Reiterated	Cowen	Outperform	$75 → $80

Show Previous Ratings

May-06-24 12:39PM	Bargain Hunting: 7 Stocks Near 52-Week Lows to Buy Before the Bounce Back (InvestorPlace)
May-04-24 07:38AM	23 Most Profitable Stocks of the Last 12 Months (Insider Monkey)
May-03-24 08:11PM	Analyst Report: Gilead Sciences, Inc. (Morningstar Research)
02:00PM	Forbes Has Listed Gilead as One of America's Best Employers for Diversity (ACCESSWIRE)
May-02-24 11:29AM	UBS Adjusts Price Target on Gilead Sciences to $70 From $75, Maintains Neutral Rating (MT Newswires)
02:38PM	Loading…
May-01-24 02:38PM	Shhh! 3 Secret Biotech Stocks Flying Below Wall Street's Radar (InvestorPlace)
10:53AM	Deutsche Bank Adjusts Price Target on Gilead Sciences to $73 From $75 (MT Newswires)
10:19AM	Maxim Adjusts Price Target on Gilead Sciences to $85 From $90 (MT Newswires)
08:25AM	Redburn Atlantic Adjusts Price Target on Gilead Sciences to $117 From $120 (MT Newswires)
Apr-30-24 04:05PM	Gilead Sciences to Present at Upcoming Investor Conferences (Business Wire)
12:01PM	Gilead Sciences, Inc. (NASDAQ:GILD) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-29-24 09:00AM	Gilead Sciences, Inc. (GILD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
08:18AM	Barclays Adjusts Price Target on Gilead Sciences to $76 From $80 (MT Newswires)
06:01AM	Gilead expands FDA label for Biktarvy with Phase I pregnant HIV patient data (Clinical Trials Arena)
Apr-28-24 05:50PM	American Politicians are Selling These 10 Stocks (Insider Monkey)
04:31PM	Loading…
Apr-26-24 04:31PM	Analyst Report: Gilead Sciences, Inc. (Morningstar Research)
04:10PM	Gilead Gives Up Big Gains As Covid Drug Drives Its Beat Again (Investor's Business Daily)
11:44AM	3 Dividend Stocks to Buy at a 52-Week Low in April (InvestorPlace)
10:45AM	TD Cowen Adjusts Price Target on Gilead Sciences to $85 From $90 (MT Newswires)
10:24AM	Gilead (GILD) Q1 Loss Narrower Than Expected, Sales Beat (Zacks)
10:09AM	Jefferies Adjusts Gilead Sciences' Price Target to $80 From $95 (MT Newswires)
10:08AM	RBC Capital Adjusts Gilead Sciences' Price Target to $74 From $76 (MT Newswires)
09:59AM	Morgan Stanley Adjusts Price Target on Gilead Sciences to $78 From $80 (MT Newswires)
09:14AM	Gilead Sciences Receives FDA Approval for Updated Label of Biktarvy (MT Newswires)
08:11AM	Q1 2024 Gilead Sciences Inc Earnings Call (Thomson Reuters StreetEvents)
08:00AM	FDA Approves Biktarvy Label Update With Data for Pregnant Adults With HIV (Business Wire)
03:35AM	Gilead Sciences Inc (GILD) Q1 2024 Earnings Call Transcript Highlights: Key Financials and ... (GuruFocus.com)
Apr-25-24 09:45PM	Gilead Sciences (GILD) Q1 2024 Earnings Call Transcript (Motley Fool)
06:00PM	Gilead (GILD) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:49PM	Gilead Beats Earnings Expectations After Rocky Quarter (Barrons.com)
05:41PM	Loading…
05:41PM	Gilead Sciences Inc (GILD) Q1 2024 Earnings: Misses Analyst EPS Estimates Amid Significant ... (GuruFocus.com)
05:15PM	Gilead Sciences (GILD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:59PM	UPDATE 1-Gilead posts quarterly loss on acquisition charge, revenue rises 5% (Reuters)
04:50PM	Gilead Sciences Q1 Tops Estimates, Updates Outlook (MT Newswires)
04:40PM	Gilead Notches A Quarterly Beat On The Back Of Its Covid Drug, Again (Investor's Business Daily)
04:14PM	Gilead: Q1 Earnings Snapshot (Associated Press Finance)
04:11PM	Gilead posts quarterly loss on acquisition charge, revenue rises 5% (Reuters)
04:07PM	Will Gilead's Big Veklury Beat Offset A Cancer Drug Miss? (Investor's Business Daily)
04:02PM	Gilead posts quarterly loss, revenue rises 5% (Reuters)
04:02PM	Gilead Sciences Announces First Quarter 2024 Financial Results (Business Wire)
Apr-22-24 01:57PM	Gilead (GILD) Gears Up to Report Q1 Earnings: What to Expect? (Zacks)
09:16AM	Insights Into Gilead (GILD) Q1: Wall Street Projections for Key Metrics (Zacks)
Apr-19-24 05:50PM	Gilead Sciences (GILD) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
Apr-18-24 06:33PM	US FDA mandates label updates on CAR-T cancer therapies (Reuters)
06:00PM	Gilead Sciences (GILD) Sees a More Significant Dip Than Broader Market: Some Facts to Know (Zacks)
01:45PM	Gilead Sciences Publishes 2023 ESG Impact Report (ACCESSWIRE)
10:01AM	Analysts Estimate Gilead Sciences (GILD) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-17-24 02:03AM	GILEAD SCIENCES JOIN FORCES WITH WORLD HEPATITIS ALLIANCE AND EXPERTS TO AWARD US$4 MILLION ALL4LIVER GRANT FOR VIRAL HEPATITIS ELIMINATION BY 2030, INCLUDING TWO INNOVATIVE INITIATIVES IN ASIA (PR Newswire)
Apr-16-24 09:00AM	Gilead Sciences, Inc. (GILD) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-15-24 08:00AM	Should You Buy the 3 Highest-Paying Dividend Stocks in the Nasdaq? (Motley Fool)
01:06AM	GILEAD SCIENCES JOIN FORCES WITH WORLD HEPATITIS ALLIANCE AND EXPERTS TO AWARD US$4 MILLION ALL4LIVER GRANT FOR VIRAL HEPATITIS ELIMINATION BY 2030, INCLUDING TWO COMMUNITY-LED INITIATIVES IN ASIA (PR Newswire)
12:22AM	GILEAD SCIENCES JOIN FORCES WITH WORLD HEPATITIS ALLIANCE AND EXPERTS TO AWARD US$4 MILLION ALL4LIVER GRANT FOR VIRAL HEPATITIS ELIMINATION BY 2030, INCLUDING TWO COMMUNITY LED INITIATIVES IN HONG KONG (PR Newswire)
Apr-12-24 06:00PM	Gilead Sciences (GILD) Stock Moves -0.84%: What You Should Know (Zacks)
Apr-11-24 09:15AM	Biotech Innovations Paving the Way in Breast Cancer Fight (PR Newswire)
Apr-10-24 06:09PM	12 Best Depressed Stocks To Buy in 2024 (Insider Monkey)
Apr-09-24 06:15PM	Gilead Sciences (GILD) Exceeds Market Returns: Some Facts to Consider (Zacks)
02:40PM	3 Stocks at 52-Week Lows Poised for a Powerful Rebound (InvestorPlace)
07:37AM	11 Best Biotech ETFs To Buy (Insider Monkey)
Apr-08-24 04:05PM	Gilead Sciences to Release First Quarter 2024 Financial Results on Thursday, April 25, 2024 (Business Wire)
Apr-06-24 06:49AM	3 No-Brainer Dividend Stocks to Buy in April (Motley Fool)
Apr-05-24 08:30AM	Got $5,000? These 3 High-Yielding Dividend Stocks Are Trading Near Their 52-Week Lows (Motley Fool)
Apr-03-24 09:00AM	Gilead Sciences, Inc. (GILD) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Apr-02-24 06:00PM	Gilead Sciences (GILD) Dips More Than Broader Market: What You Should Know (Zacks)
09:15AM	Gilead Sciences Champions Equal Pay (ACCESSWIRE)
Mar-28-24 08:30AM	FDA Expands Indication for Gilead's Vemlidy (Tenofovir Alafenamide) to Treat Chronic HBV Infection in Pediatric Patients as Young as Six (Business Wire)
07:00AM	Gilead and Xilio Announce Exclusive License Agreement for Tumor-Activated IL-12 Program (GlobeNewswire)
06:45AM	Gilead bets on Xilio cancer drug as biotech restructures (BioPharma Dive)
06:45AM	7 Value Stocks to Buy at a 52-Week Low in March (InvestorPlace)
Mar-26-24 09:15AM	Winn Awards Help Physicians Solve Healthcare Disparities (ACCESSWIRE)
05:15AM	20 Biggest Health Care Companies in Australia, 2024 (Insider Monkey)
Mar-25-24 06:00PM	Gilead Sciences (GILD) Stock Moves -0.04%: What You Should Know (Zacks)
Mar-22-24 09:18AM	Gilead Sciences Announces Completion of Acquisition of CymaBay (Business Wire)
Mar-20-24 09:00AM	Investors Heavily Search Gilead Sciences, Inc. (GILD): Here is What You Need to Know (Zacks)
Mar-19-24 06:00PM	Gilead Sciences (GILD) Rises But Trails Market: What Investors Should Know (Zacks)
09:05AM	Gilead Helps Launch Türkiyes First HIV Testing Week (ACCESSWIRE)
Mar-18-24 07:29PM	Center for Disease Analysis Foundation Announces First Round of Grantees for the CDAF-Relink Grant (Business Wire)
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Mar-15-24 06:00AM	Gilead CAR-T cancer therapy capacity to quadruple by 2026 (Reuters)
Mar-14-24 09:38AM	12 Most Profitable Biotech Stocks To Invest In (Insider Monkey)
Mar-13-24 06:00PM	Gilead Sciences (GILD) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
07:03AM	Gilead Sciences Inc's Dividend Analysis (GuruFocus.com)
Mar-12-24 08:45AM	Gilead Science Supports Increasing Diversity in Clinical Trials: 2024 Toward Health Equity Oncology Grant Supports 36 Global Organizations (ACCESSWIRE)
Mar-11-24 08:24AM	Gilead Sciences Announces Expiration of Hart-Scott-Rodino Waiting Period for CymaBay Tender Offer (Business Wire)
08:02AM	15 Best NASDAQ Dividend Stocks To Buy (Insider Monkey)
Mar-10-24 06:35AM	3 Dividend Stocks to Buy Hand Over Fist in March (Motley Fool)
Mar-07-24 05:50PM	Why Gilead Sciences (GILD) Outpaced the Stock Market Today (Zacks)
11:31AM	Why Is Gilead (GILD) Down 2.4% Since Last Earnings Report? (Zacks)
07:59AM	Gilead (GILD) & MRK's HIV Oral Combo Shows Efficacy in Phase II (Zacks)
07:15AM	Gilead Sciences Aids in Reducing Cancer Care Disparities: Dale Shares Her Breast Cancer Journey and the Power of Information Sharing (ACCESSWIRE)
Mar-06-24 04:30PM	Biktarvy Demonstrates High Rates of Viral Suppression in People With HIV and Comorbidities (Business Wire)
10:25AM	Gilead and Merck Announce Phase 2 Data Showing an Investigational Oral Once-Weekly Combination Regimen of Islatravir and Lenacapavir Maintained Viral Suppression at Week 24 (Business Wire)
09:00AM	Here is What to Know Beyond Why Gilead Sciences, Inc. (GILD) is a Trending Stock (Zacks)
08:00AM	Gilead and Merus Announce Collaboration to Discover Novel Antibody-Based Trispecific T-Cell Engagers (Business Wire)
06:15AM	Gilead bets on trispecifics in latest cancer drug deal (BioPharma Dive)
Mar-05-24 04:35PM	New Real-World Data Further Support the Use of Veklury (Remdesivir) for People Hospitalized With COVID-19 (Business Wire)
04:30PM	Gileads Innovative HIV Treatment Research Pipeline Aims to Address Unmet Needs and Advance Public Health (Business Wire)
08:45AM	Gilead Sciences CEO on Company's Evolution and Commitment to the Bay Area (ACCESSWIRE)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GILEAD SCIENCES, INC.	10% Owner	Apr 02 '24	Buy	0.76	485,250	368,790	7,345,473	Apr 03 06:50 PM
Parsey Merdad	Chief Medical Officer	Apr 01 '24	Sale	72.96	2,000	145,920	96,304	Apr 02 06:38 PM
Parsey Merdad	Chief Medical Officer	Feb 29 '24	Sale	72.74	8,230	598,624	92,706	Feb 29 06:35 PM
Parsey Merdad	Chief Medical Officer	Feb 28 '24	Sale	73.18	2,000	146,360	100,936	Feb 29 06:35 PM
GILEAD SCIENCES, INC.	10% Owner	Feb 12 '24	Buy	22.00	910,000	20,020,000	4,126,119	Feb 13 05:48 PM
GILEAD SCIENCES, INC.	10% Owner	Jan 29 '24	Buy	21.00	15,238,095	319,999,995	30,061,124	Jan 31 05:00 PM
Dickinson Andrew D	Chief Financial Officer	Jan 16 '24	Sale	85.78	5,000	428,900	101,534	Jan 17 06:01 PM
Mercier Johanna	Chief Commercial Officer	Jan 09 '24	Sale	85.23	8,242	702,466	82,729	Jan 10 03:58 PM
Dickinson Andrew D	Chief Financial Officer	Oct 17 '23	Sale	80.00	5,000	400,017	104,003	Oct 18 04:31 PM
Parsey Merdad	Chief Medical Officer	Sep 12 '23	Sale	76.99	1,501	115,562	70,130	Sep 13 06:50 PM
Dickinson Andrew D	Chief Financial Officer	Jul 20 '23	Sale	80.00	5,000	400,000	107,587	Jul 21 05:30 PM
GILEAD SCIENCES, INC.	10% Owner	Jun 28 '23	Buy	19.26	1,010,000	19,452,600	14,823,029	Jun 30 03:12 PM
GILEAD SCIENCES, INC.	10% Owner	Jun 27 '23	Buy	3.75	2,930,870	10,990,762	16,635,286	Jun 28 05:17 PM
Parsey Merdad	Chief Medical Officer	Jun 13 '23	Sale	76.90	1,485	114,197	29,402	Jun 14 05:48 PM

Open in Screener

LNTH

Lantheus Holdings Inc

May 06 • 04:00PM ET

75.51

Dollar change -0.02
Percentage change -0.03	%

Healthcare • Drug Manufacturers - Specialty & Generic • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

LNTH Lantheus Holdings Inc daily Stock Chart

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

Index	RUT	P/E	11.52	EPS (ttm)	6.55	Insider Own	2.37%	Shs Outstand	69.86M	Perf Week	12.27%
Market Cap	5.23B	Forward P/E	10.42	EPS next Y	7.25	Insider Trans	-	Shs Float	67.67M	Perf Month	24.13%
Income	460.53M	PEG	0.31	EPS next Q	1.79	Inst Own	100.76%	Short Float	6.87%	Perf Quarter	39.68%
Sales	1.37B	P/S	3.83	EPS this Y	11.83%	Inst Trans	-1.00%	Short Ratio	4.99	Perf Half Y	21.48%
Book/sh	13.39	P/B	5.64	EPS next Y	4.01%	ROA	28.96%	Short Interest	4.65M	Perf Year	-20.40%
Cash/sh	10.36	P/C	7.29	EPS next 5Y	37.73%	ROE	66.21%	52W Range	50.20 - 100.85	Perf YTD	21.79%
Dividend Est.	-	P/FCF	18.80	EPS past 5Y	35.30%	ROI	29.48%	52W High	-25.13%	Beta	0.53
Dividend TTM	-	Quick Ratio	4.55	Sales past 5Y	36.54%	Gross Margin	64.46%	52W Low	50.42%	ATR (14)	3.01
Dividend Ex-Date	-	Current Ratio	4.84	EPS Y/Y TTM	2647.54%	Oper. Margin	34.60%	RSI (14)	73.99	Volatility	4.84% 3.64%
Employees	834	Debt/Eq	0.65	Sales Y/Y TTM	32.98%	Profit Margin	33.72%	Recom	1.18	Target Price	104.90
Option/Short	Yes / Yes	LT Debt/Eq	0.65	EPS Q/Q	4616.43%	Payout	0.00%	Rel Volume	1.34	Prev Close	75.53
Sales Surprise	5.93%	EPS Surprise	9.46%	Sales Q/Q	23.00%	Earnings	May 02 BMO	Avg Volume	931.24K	Price	75.51
SMA20	17.05%	SMA50	20.33%	SMA200	15.86%	Trades		Volume	1,231,948	Change	-0.03%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-18-23	Downgrade	William Blair	Outperform → Mkt Perform
Dec-04-23	Initiated	TD Cowen	Outperform	$100
Sep-29-23	Initiated	William Blair	Outperform
Mar-08-23	Initiated	JMP Securities	Mkt Outperform	$120
Nov-30-22	Initiated	SVB Leerink	Outperform
Oct-13-22	Initiated	Mizuho	Buy	$105
May-09-22	Initiated	B. Riley Securities	Buy	$91
Apr-13-22	Initiated	Truist	Buy	$77
Feb-01-21	Initiated	SVB Leerink	Outperform	$24
Jun-29-20	Resumed	Jefferies	Buy	$29
Aug-16-19	Upgrade	CJS Securities	Market Perform → Market Outperform
Nov-02-17	Upgrade	Wells Fargo	Market Perform → Outperform
Nov-08-16	Reiterated	RBC Capital Mkts	Outperform	$6 → $12
Sep-23-16	Resumed	Credit Suisse	Neutral
Feb-24-16	Reiterated	RBC Capital Mkts	Outperform	$9 → $6
Dec-11-15	Downgrade	Credit Suisse	Outperform → Neutral
Sep-30-15	Downgrade	Wells Fargo	Outperform → Market Perform
Jul-20-15	Initiated	Wells Fargo	Outperform
Jul-20-15	Initiated	Robert W. Baird	Outperform	$10
Jul-20-15	Initiated	RBC Capital Mkts	Outperform	$10

Show Previous Ratings

May-03-24 12:36PM	Lantheus Holdings, Inc. (NASDAQ:LNTH) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:24PM	Lantheus (LNTH) Q1 Earnings Surpass Estimates, Gross Margin Up (Zacks)
09:31AM	Truist Raises Lantheus Holdings' PT to $94 From $82 After 'Solid' Q1 Beat, Keeps Buy Rating (MT Newswires)
03:04AM	Lantheus Holdings Inc (LNTH) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and ... (GuruFocus.com)
May-02-24 11:14AM	Lantheus Shares Rise After Reporting Higher Q1 Adjusted Earnings, Revenue; 2024 Guidance Raised (MT Newswires) +16.01%
10:30AM	Loading…
10:30AM	Lantheus Holdings (LNTH) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:14AM	Lantheus Holdings Inc (LNTH) Surpasses Q1 2024 Revenue and Earnings Estimates (GuruFocus.com)
08:35AM	Lantheus Holdings (LNTH) Q1 Earnings and Revenues Beat Estimates (Zacks)
07:32AM	Lantheus Holdings: Q1 Earnings Snapshot (Associated Press Finance)
07:00AM	Lantheus Reports First Quarter 2024 Financial Results (GlobeNewswire)
Apr-30-24 02:39PM	Here's Why You Should Hold Lantheus (LNTH) in Your Portfolio Now (Zacks)
Apr-26-24 05:50PM	Here's Why Lantheus Holdings (LNTH) Gained But Lagged the Market Today (Zacks)
01:12PM	Factors Setting the Tone For Lantheus' (LNTH) Q1 Earnings (Zacks)
Apr-25-24 10:01AM	Lantheus Holdings (LNTH) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-24-24 06:00PM	Lantheus Holdings (LNTH) Outpaces Stock Market Gains: What You Should Know (Zacks)
09:00AM	Loading…
09:00AM	Lantheus Holdings, Inc. (LNTH) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-23-24 09:45AM	Why Lantheus Holdings (LNTH) is a Top Growth Stock for the Long-Term (Zacks)
09:40AM	Is Lantheus (LNTH) Stock Undervalued Right Now? (Zacks)
Apr-19-24 12:10PM	Will Lantheus Holdings (LNTH) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Apr-18-24 08:00AM	Lantheus to Host First Quarter 2024 Earnings Conference Call and Webcast on May 2, 2024, at 8:00 a.m. Eastern Time (GlobeNewswire)
Apr-15-24 06:00PM	Lantheus Holdings (LNTH) Stock Moves -0.89%: What You Should Know (Zacks)
09:50AM	Here's Why Lantheus Holdings (LNTH) is a Strong Momentum Stock (Zacks)
Apr-13-24 12:12PM	10 Most Undervalued Value Stocks To Buy Now (Insider Monkey)
Apr-11-24 09:00AM	Lantheus Holdings, Inc. (LNTH) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Apr-10-24 02:18PM	Wall Street Favorites: 3 Russell 2000 Stocks With Strong Buy Ratings for April 2024 (InvestorPlace)
Apr-09-24 06:00PM	Lantheus Holdings (LNTH) Beats Stock Market Upswing: What Investors Need to Know (Zacks)
Apr-05-24 09:00AM	Is Trending Stock Lantheus Holdings, Inc. (LNTH) a Buy Now? (Zacks)
Apr-03-24 05:45PM	Lantheus Holdings (LNTH) Exceeds Market Returns: Some Facts to Consider (Zacks)
Mar-28-24 10:04AM	Here's Why You Should Add Lantheus (LNTH) to Your Portfolio (Zacks)
07:30AM	Perspective Therapeutics Provides Recent Business Highlights and Reports Fiscal Year 2023 Financial Results (GlobeNewswire)
05:45PM	Loading…
Mar-26-24 05:45PM	Lantheus Holdings (LNTH) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Mar-25-24 09:00AM	Is Most-Watched Stock Lantheus Holdings, Inc. (LNTH) Worth Betting on Now? (Zacks)
Mar-22-24 09:30AM	Lantheus (LNTH) Is Considered a Good Investment by Brokers: Is That True? (Zacks)
Mar-20-24 05:45PM	Why Lantheus Holdings (LNTH) Outpaced the Stock Market Today (Zacks)
Mar-14-24 05:45PM	Lantheus Holdings (LNTH) Rises As Market Takes a Dip: Key Facts (Zacks)
09:50AM	Why Lantheus Holdings (LNTH) is a Top Momentum Stock for the Long-Term (Zacks)
Mar-13-24 04:30PM	The 7 Most Undervalued Mid-Cap Stocks to Buy in March 2024 (InvestorPlace)
Mar-12-24 09:00AM	Lantheus Holdings, Inc. (LNTH) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Mar-11-24 07:01PM	Insider Sell: President Paul Blanchfield Sells Shares of Lantheus Holdings Inc (LNTH) (GuruFocus.com)
Mar-08-24 05:45PM	Lantheus Holdings (LNTH) Stock Moves -0.11%: What You Should Know (Zacks)
03:00AM	Director Sam Leno Sells Shares of Lantheus Holdings Inc (LNTH) (GuruFocus.com)
Mar-07-24 09:40AM	Is Lantheus (LNTH) a Great Value Stock Right Now? (Zacks)
Mar-06-24 09:55AM	Wall Street Analysts See a 44.13% Upside in Lantheus Holdings (LNTH): Can the Stock Really Move This High? (Zacks)
09:30AM	Wall Street Analysts See Lantheus Holdings (LNTH) as a Buy: Should You Invest? (Zacks)
Mar-05-24 10:15AM	Lantheus' (LNTH) DEFINITY Approved by FDA for Pediatric Use (Zacks)
08:30AM	Lantheus to Present at the Leerink Partners Global Biopharma Conference 2024 (GlobeNewswire)
08:00AM	Perspective Therapeutics Acquires CGMP-Compliant Manufacturing Facility (GlobeNewswire)
Mar-04-24 08:30AM	Lantheus Announces the FDA Approval of DEFINITY (Perflutren Lipid Microsphere) for Pediatric Patients (GlobeNewswire)
Feb-28-24 08:30AM	Lantheus Announces Promotion of Amanda Morgan to Chief Commercial Officer (GlobeNewswire)
Feb-27-24 09:00AM	Lantheus Holdings, Inc. (LNTH) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-26-24 11:00AM	Here's Why You Should Add Lantheus (LNTH) to Your Portfolio (Zacks)
08:30AM	Lantheus to Present at the TD Cowen 44th Annual Health Care Conference (GlobeNewswire)
Feb-23-24 11:00AM	Lantheus (LNTH) Q4 Earnings Surpass Estimates, Gross Margin Up (Zacks)
10:48AM	Lantheus Holdings, Inc. (NASDAQ:LNTH) Q4 2023 Earnings Call Transcript (Insider Monkey)
09:30AM	Lantheus Holdings (LNTH) Recently Broke Out Above the 50-Day Moving Average (Zacks)
Feb-22-24 09:30AM	Lantheus Holdings (LNTH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +14.71%
08:30AM	Lantheus Holdings (LNTH) Q4 Earnings and Revenues Beat Estimates (Zacks)
08:12AM	Lantheus Holdings Inc Reports Robust Revenue Growth and Strong Earnings in Q4 and Full Year 2023 (GuruFocus.com)
07:33AM	Lantheus Holdings: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Lantheus Reports Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
03:55AM	11 Best Small-Cap Growth Stocks to Invest In (Insider Monkey)
Feb-19-24 09:55AM	Wall Street Analysts Think Lantheus Holdings (LNTH) Could Surge 58.6%: Read This Before Placing a Bet (Zacks)
09:30AM	Should You Invest in Lantheus Holdings (LNTH) Based on Bullish Wall Street Views? (Zacks)
08:30AM	Lantheus (LNTH) to Report Q4 Earnings: What's in the Cards? (Zacks)
Feb-16-24 05:45PM	Lantheus Holdings (LNTH) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
Feb-15-24 10:00AM	Lantheus Holdings (LNTH) Earnings Expected to Grow: Should You Buy? (Zacks)
Feb-13-24 01:36PM	15 Best Strong Buy Stocks To Invest In (Insider Monkey)
08:30AM	Lantheus Announces Collaboration to Provide Novel Tau Imaging Agent for Large Consortium Clinical Trial Sponsored by the National Institute on Aging (GlobeNewswire)
Feb-08-24 05:45PM	Lantheus Holdings (LNTH) Exceeds Market Returns: Some Facts to Consider (Zacks)
08:00AM	Lantheus to Host Fourth Quarter and Full Year 2023 Earnings Conference Call and Webcast on February 22, 2024, at 8:00 a.m. Eastern Time (GlobeNewswire)
Feb-06-24 09:00AM	Lantheus Holdings, Inc. (LNTH) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Feb-02-24 05:45PM	Lantheus Holdings (LNTH) Outperforms Broader Market: What You Need to Know (Zacks)
Jan-26-24 05:45PM	Lantheus Holdings (LNTH) Increases Despite Market Slip: Here's What You Need to Know (Zacks)
Jan-23-24 12:10PM	Will Lantheus Holdings (LNTH) Beat Estimates Again in Its Next Earnings Report? (Zacks)
09:00AM	Lantheus Holdings, Inc. (LNTH) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
07:45AM	Lantheus Announces CEO Succession Plan (GlobeNewswire)
Jan-18-24 05:45PM	Lantheus Holdings (LNTH) Stock Dips While Market Gains: Key Facts (Zacks)
Jan-12-24 05:45PM	Lantheus Holdings (LNTH) Stock Sinks As Market Gains: What You Should Know (Zacks)
09:37AM	14 High Growth NASDAQ Stocks That Are Profitable (Insider Monkey)
09:23AM	16 Best Mid-Cap Growth Stocks To Buy Now (Insider Monkey)
Jan-11-24 08:00AM	Lantheus Announces Acceptance of its First-to-File ANDA for Generic LUTATHERA (Lutetium Lu 177 Dotatate) (GlobeNewswire)
Jan-10-24 09:00AM	Lantheus Holdings, Inc. (LNTH) is Attracting Investor Attention: Here is What You Should Know (Zacks) -5.99%
Jan-09-24 08:00AM	Perspective Therapeutics Enters into Strategic Agreements with Lantheus Including Equity Investment, Co-Development Options, and Expansion of Manufacturing Capability (GlobeNewswire)
08:00AM	Lantheus Expands Radiopharmaceutical Oncology Pipeline via Strategic Agreements with Perspective Therapeutics (GlobeNewswire)
07:55AM	Lantheus Reports Preliminary Fiscal Year 2023 Revenue (GlobeNewswire)
Jan-08-24 09:51AM	17 High Growth Non-Tech Stocks That Are Profitable (Insider Monkey)
Jan-05-24 05:45PM	Lantheus Holdings (LNTH) Exceeds Market Returns: Some Facts to Consider (Zacks)
Jan-03-24 08:30AM	Lantheus to Present at the 42nd Annual J.P. Morgan Healthcare Conference (GlobeNewswire)
Jan-01-24 12:52PM	New Year, New Gains: The 3 Best AI Stocks to Buy in 2024 (InvestorPlace)
09:30AM	Is It Worth Investing in Lantheus Holdings (LNTH) Based on Wall Street's Bullish Views? (Zacks)
Dec-29-23 05:45PM	Lantheus Holdings (LNTH) Declines More Than Market: Some Information for Investors (Zacks)
09:00AM	Lantheus Holdings, Inc. (LNTH) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Dec-27-23 06:41PM	13 Most Promising Future Stocks To Buy According To Hedge Funds (Insider Monkey)
Dec-20-23 08:00AM	Lantheus Holdings Is Charting a Path to Sustainable Growth and Value (GuruFocus.com)
Dec-18-23 07:30AM	Lantheus and POINT Biopharma Announce Positive Topline Results from Pivotal SPLASH Trial in Metastatic Castration-Resistant Prostate Cancer (GlobeNewswire) -26.88%
Dec-15-23 09:30AM	Lantheus Holdings (LNTH) Crossed Above the 200-Day Moving Average: What That Means for Investors (Zacks)
Dec-12-23 09:00AM	Lantheus Holdings, Inc. (LNTH) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Dec-11-23 09:35AM	Lantheus Holdings (LNTH) Recently Broke Out Above the 20-Day Moving Average (Zacks)
Nov-29-23 09:00AM	Investors Heavily Search Lantheus Holdings, Inc. (LNTH): Here is What You Need to Know (Zacks)
Nov-17-23 09:00AM	Here is What to Know Beyond Why Lantheus Holdings, Inc. (LNTH) is a Trending Stock (Zacks)

Lantheus Holdings, Inc. engages in the provision of diagnostic imaging and nuclear medicine products. The firm develops products that help healthcare professionals in patient management and outcomes and assists clinicians with the detection of cardiovascular disease. It operates through the U.S. and International geographical segments. The U.S. segment produces and markets products, radiopharmacies, PMFs, integrated delivery networks, hospitals, clinics, and group practices throughout the United States. The International segment offers direct distribution in Canada and third-party distribution relationships in Europe, Canada, Australia, Asia-Pacific, Central America, and South America. The company was founded in 1956 and is headquartered in Bedford, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sabens Andrea	Chief Accounting Officer	Apr 15 '24	Sale	61.24	341	20,883	63,239	Apr 17 04:30 PM
Marshall Robert J. Jr.	CFO and Treasurer	Mar 15 '24	Sale	60.00	20,000	1,200,000	113,749	Mar 19 04:30 PM
Sabens Andrea	Chief Accounting Officer	Mar 13 '24	Sale	60.48	341	20,624	63,204	Mar 15 04:30 PM
Blanchfield Paul	President	Mar 07 '24	Sale	61.96	18,023	1,116,705	103,357	Mar 11 04:30 PM
LENO SAM R	Director	Mar 06 '24	Option Exercise	16.30	2,045	33,334	59,982	Mar 07 04:30 PM
Lantheus Alpha Therapy, LLC	10% Owner	Mar 06 '24	Buy	0.95	60,431,039	57,409,487	116,773,394	Mar 08 11:24 AM
LENO SAM R	Director	Mar 06 '24	Sale	63.50	2,045	129,857	57,937	Mar 07 04:30 PM
LENO SAM R	Director	Mar 05 '24	Option Exercise	16.30	2,045	33,334	59,982	Mar 07 04:30 PM
LENO SAM R	Director	Mar 05 '24	Sale	64.62	2,045	132,148	57,937	Mar 07 04:30 PM
LENO SAM R	Director	Mar 04 '24	Option Exercise	19.85	22,389	444,499	80,326	Mar 06 05:15 PM
Heino Mary Anne	Director	Mar 04 '24	Sale	65.31	93,863	6,129,889	251,643	Mar 05 08:28 PM
LENO SAM R	Director	Mar 04 '24	Sale	65.42	22,389	1,464,749	57,937	Mar 06 05:15 PM
Sabens Andrea	Chief Accounting Officer	Feb 13 '24	Sale	55.31	341	18,861	58,403	Feb 15 04:30 PM
Sabens Andrea	Chief Accounting Officer	Jan 16 '24	Sale	56.01	341	19,099	58,744	Jan 18 04:30 PM
Marshall Robert J. Jr.	CFO and Treasurer	Dec 15 '23	Sale	78.24	10,000	782,400	103,170	Dec 19 05:00 PM
Sabens Andrea	Chief Accounting Officer	Dec 13 '23	Sale	75.62	341	25,786	59,085	Dec 15 04:30 PM
Blanchfield Paul	President	Nov 16 '23	Sale	67.96	1,500	101,940	88,651	Nov 20 04:30 PM
Heino Mary Anne	CEO	Nov 13 '23	Sale	63.72	11,780	750,611	317,687	Nov 15 04:32 PM
Sabens Andrea	Chief Accounting Officer	Nov 13 '23	Sale	63.57	341	21,677	59,426	Nov 15 04:30 PM
Niedzwiecki Daniel	See Remarks	Sep 15 '23	Option Exercise	17.79	2,846	50,630	69,141	Sep 19 04:30 PM
Niedzwiecki Daniel	See Remarks	Sep 15 '23	Sale	66.43	2,846	189,060	66,295	Sep 19 04:30 PM
Blanchfield Paul	President	Aug 21 '23	Sale	66.10	408	26,969	90,067	Aug 23 04:30 PM
Blanchfield Paul	President	Aug 18 '23	Sale	65.19	1,500	97,785	90,475	Aug 22 04:30 PM
Marshall Robert J. Jr.	CFO and Treasurer	Aug 15 '23	Sale	68.52	10,000	685,200	108,298	Aug 17 04:30 PM
Heino Mary Anne	CEO	Aug 11 '23	Sale	68.58	10,950	750,981	329,467	Aug 15 05:35 PM
Niedzwiecki Daniel	See Remarks	Aug 11 '23	Sale	67.93	4,297	291,895	66,295	Aug 15 04:54 PM
Sabens Andrea	Chief Accounting Officer	Jul 19 '23	Sale	90.87	1,752	159,209	59,767	Jul 21 04:30 PM
Baylor-Henry Minnie	Director	Jun 02 '23	Sale	86.22	6	517	16	Oct 13 05:03 PM
Blanchfield Paul	President	May 18 '23	Sale	97.93	1,500	146,895	92,743	May 22 06:47 PM
Marshall Robert J. Jr.	CFO and Treasurer	May 15 '23	Sale	99.36	10,000	993,600	118,298	May 17 04:30 PM
Sabens Andrea	Chief Accounting Officer	May 15 '23	Sale	99.36	385	38,254	61,519	May 17 04:31 PM
Niedzwiecki Daniel	See Remarks	May 11 '23	Sale	98.82	6,113	604,087	72,058	May 15 06:34 PM

Open in Screener

ASAN

Asana Inc

May 06 • 04:00PM ET

15.92

Dollar change +0.20
Percentage change 1.27	%

Technology • Software - Application • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IWM VB VGT VXF VBK SKYY IWO WCLD SCHA

Index	RUT	P/E	-	EPS (ttm)	-1.17	Insider Own	64.25%	Shs Outstand	139.24M	Perf Week	3.71%
Market Cap	3.58B	Forward P/E	-	EPS next Y	-0.02	Insider Trans	-0.08%	Shs Float	80.36M	Perf Month	8.37%
Income	-257.03M	PEG	-	EPS next Q	-0.08	Inst Own	25.94%	Short Float	14.60%	Perf Quarter	-8.08%
Sales	652.50M	P/S	5.49	EPS this Y	2.02%	Inst Trans	6.07%	Short Ratio	5.79	Perf Half Y	-17.64%
Book/sh	1.45	P/B	10.96	EPS next Y	91.28%	ROA	-26.82%	Short Interest	11.73M	Perf Year	0.25%
Cash/sh	2.31	P/C	6.89	EPS next 5Y	-	ROE	-75.27%	52W Range	13.34 - 26.27	Perf YTD	-16.25%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-29.44%	ROI	-43.93%	52W High	-39.40%	Beta	1.22
Dividend TTM	-	Quick Ratio	1.74	Sales past 5Y	55.10%	Gross Margin	90.11%	52W Low	19.34%	ATR (14)	0.61
Dividend Ex-Date	-	Current Ratio	1.74	EPS Y/Y TTM	43.05%	Oper. Margin	-41.38%	RSI (14)	58.85	Volatility	4.38% 3.68%
Employees	1840	Debt/Eq	0.85	Sales Y/Y TTM	19.24%	Profit Margin	-39.39%	Recom	3.00	Target Price	19.68
Option/Short	Yes / Yes	LT Debt/Eq	0.79	EPS Q/Q	37.29%	Payout	-	Rel Volume	0.63	Prev Close	15.72
Sales Surprise	2.06%	EPS Surprise	58.63%	Sales Q/Q	13.91%	Earnings	May 30 AMC	Avg Volume	2.03M	Price	15.92
SMA20	8.69%	SMA50	-0.57%	SMA200	-14.65%	Trades		Volume	1,281,045	Change	1.27%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-21-24	Resumed	KeyBanc Capital Markets	Underweight	$14
Feb-26-24	Initiated	BofA Securities	Buy	$25
Dec-20-23	Resumed	DA Davidson	Neutral	$20
Dec-06-23	Downgrade	HSBC Securities	Hold → Reduce	$18
Oct-23-23	Downgrade	Piper Sandler	Neutral → Underweight	$24 → $16
Oct-12-23	Initiated	UBS	Neutral	$20
Sep-29-23	Initiated	HSBC Securities	Hold	$18
Jun-02-23	Downgrade	DA Davidson	Buy → Neutral	$21
Mar-09-23	Upgrade	DA Davidson	Neutral → Buy	$18 → $21
Mar-03-23	Upgrade	DA Davidson	Neutral → Buy	$18
Dec-02-22	Downgrade	Robert W. Baird	Outperform → Neutral	$32 → $15
Oct-13-22	Initiated	KeyBanc Capital Markets	Sector Weight
Sep-23-22	Initiated	Credit Suisse	Neutral	$23
Sep-22-22	Initiated	MoffettNathanson	Market Perform	$26
Sep-01-22	Initiated	Citigroup	Neutral	$23
Jul-19-22	Downgrade	RBC Capital Mkts	Sector Perform → Underperform	$21 → $13
Mar-10-22	Downgrade	JP Morgan	Neutral → Underweight	$66 → $32
Jan-12-22	Reiterated	Oppenheimer	Outperform	$115 → $100
Jan-05-22	Initiated	DA Davidson	Neutral	$65
Dec-03-21	Reiterated	KeyBanc Capital Markets	Overweight	$143 → $103

Show Previous Ratings

May-03-24 12:48PM	25 Richest Billionaires in Technology Industry (Insider Monkey)
May-01-24 04:05PM	Asana to Announce First Quarter Fiscal Year 2025 Financial Results on Thursday, May 30, 2024 (Business Wire)
Apr-29-24 02:12PM	Asana CEO calls Tesla the next Enron and says Elon Musk has misled customers (Fortune)
09:29AM	TSLA Stock Alert: Tesla Surges 12% on China FSD Approval (InvestorPlace)
Apr-24-24 06:52PM	Analyst Report: Asana, Inc. (Morningstar Research)
02:47PM	Loading…
Apr-23-24 02:47PM	Why Is Asana (ASAN) Stock Rocketing Higher Today (StockStory) +5.90%
Apr-19-24 04:37AM	Unpacking Q4 Earnings: Smartsheet (NYSE:SMAR) In The Context Of Other Project Management Software Stocks (StockStory)
Apr-15-24 12:21PM	Q4 Earnings Highs And Lows: Asana (NYSE:ASAN) Vs The Rest Of The Project Management Software Stocks (StockStory)
Apr-08-24 06:56AM	Project Management Software Stocks Q4 Recap: Benchmarking Monday.com (NASDAQ:MNDY) (StockStory)
Apr-03-24 02:10PM	12 Best Drupal Alternatives in 2024 (Insider Monkey)
10:42AM	Q4 Project Management Software Earnings: Atlassian (NASDAQ:TEAM) Impresses (StockStory)
Apr-02-24 09:52PM	40 Best Fashion Schools in the World for 2024 (Insider Monkey)
Apr-01-24 03:02PM	OptimizeRx Corporation (NASDAQ:OPRX) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-31-24 09:34PM	20 Most Educated Countries in Asia (Insider Monkey)
03:15AM	OpenAI Billionaire Sam Altman Has Invested in These 4 Tech Stocks. Which Is the Best Buy Now? (Motley Fool)
11:02PM	Loading…
Mar-29-24 11:02PM	25 Countries With Most Billionaires in 2024 (Insider Monkey)
12:26PM	25 Best Asana Alternatives & Competitors for Project Management in 2024 (Insider Monkey)
Mar-25-24 01:14PM	20 Side Businesses You Can Start While Working Full-Time (Insider Monkey)
Mar-19-24 04:00AM	Asana Launches a New Suite of Intelligent Tools for the CIO (Business Wire)
Mar-18-24 05:00PM	Asana Reveals State of Work Innovation: Australia 2024 Report: 95% of Australian Workers Say Organizations Need to Innovate How Teams Collaborate and Communicate (Business Wire)
Mar-15-24 08:18AM	Billionaire Paul Tudor Jones and Insiders Love These 10 Stocks (Insider Monkey)
Mar-14-24 09:09AM	1 Tech Stock Turnaround That's Failing Before Our Eyes (Motley Fool)
Mar-12-24 02:31PM	Analyst Report: Asana, Inc. (Morningstar Research) -12.72%
12:47PM	Why Asana (ASAN) Shares Are Getting Obliterated Today (StockStory)
12:10PM	Southwest Airlines, Asana fall; Oracle, 3M rise, Tuesday, 3/12/2024 (Associated Press Finance)
10:28AM	Q4 2024 Asana Inc Earnings Call (Thomson Reuters StreetEvents)
08:42AM	Asana, Inc. (NYSE:ASAN) Q4 2024 Earnings Call Transcript (Insider Monkey)
Mar-11-24 05:15PM	Asana, Inc. (ASAN) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:26PM	Asana (NYSE:ASAN) Surprises With Q4 Sales (StockStory)
04:05PM	Asana Announces Fourth Quarter and Fiscal Year 2024 Results (Business Wire)
03:01AM	Loading…
Mar-10-24 03:01AM	Earnings To Watch: Asana (ASAN) Reports Q4 Results Tomorrow (StockStory)
Mar-01-24 08:12AM	Bank of America Pounds the Table on These 2 Stocks (TipRanks)
Feb-26-24 04:58PM	Asana Stock Gains Following 'Buy' Rating From BofA (Investopedia) +5.63%
11:27AM	Why Asana (ASAN) Stock Is Up Today (StockStory)
Feb-13-24 12:44PM	Why Asana (ASAN) Shares Are Sliding Today (StockStory) -5.66%
Feb-08-24 12:00PM	All You Need to Know About Asana, Inc. (ASAN) Rating Upgrade to Strong Buy (Zacks) +5.27%
Feb-01-24 04:05PM	Asana to Announce Fourth Quarter and Fiscal Year 2024 Financial Results on Monday, March 11, 2024 (Business Wire)
Jan-23-24 05:01AM	Reflecting On Project Management Software Stocks Q3 Earnings: Atlassian (NASDAQ:TEAM) (StockStory)
Jan-17-24 02:21AM	A Look Back at Project Management Software Stocks' Q3 Earnings: Smartsheet (NYSE:SMAR) Vs The Rest Of The Pack (StockStory)
Jan-09-24 08:42AM	How Asana (ASAN) Stock Stands Out in a Strong Industry (Zacks)
04:58AM	Winners And Losers Of Q3: Asana (NYSE:ASAN) Vs The Rest Of The Project Management Software Stocks (StockStory)
Dec-26-23 08:52AM	Why Asana (ASAN) Stock Might be a Great Pick (Zacks)
Dec-23-23 11:01PM	Asana Inc COO Anne Raimondi Sells 17,045 Shares (GuruFocus.com)
Dec-20-23 11:38AM	Asana (ASAN) Expands Globally With New Office in Poland (Zacks) -6.06%
Dec-19-23 10:16AM	11 Stocks Insiders and Billionaires Are Crazy About (Insider Monkey)
09:00AM	Asana Opens Office in Warsaw, Poland (Business Wire)
Dec-14-23 01:00PM	Asana Recognized as a Leader in the 2023 Gartner® Magic Quadrant for Collaborative Work Management (Business Wire)
Dec-09-23 05:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Dec-08-23 12:03PM	Analyst Report: Asana, Inc. (Morningstar Research)
08:17AM	Asana, Inc. (NYSE:ASAN) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-06-23 05:00PM	Huge News for Asana, and Investors Aren't Happy (Motley Fool) -16.69%
04:40PM	Asana stock sinks, Robinhood shares pop: Trending Tickers (Yahoo Finance Video)
02:16PM	Rebel's Edge - December 6: $S, $ASAN, and NCAA Bowl Games (TheStreet.com)
01:51PM	Why Asana Stock Dropped Today (Motley Fool)
01:08PM	Asana Warns About Lackluster Renewals; Shares Fall (Investopedia)
10:49AM	Why Asana (ASAN) Shares Are Plunging Today (StockStory)
08:44AM	Asana Earnings Were Solid. Why the Stock Is Sliding. (Barrons.com)
Dec-05-23 05:40PM	Asana Inc (ASAN) Reports Q3 Fiscal 2024 Earnings: Nears Profitability with Strong Revenue Growth (GuruFocus.com)
05:09PM	Asana Posts Solid Results, but Shares Slide Amid Macro Woes (Barrons.com)
04:19PM	Asana (NYSE:ASAN) Surprises With Q3 Sales But Stock Drops (StockStory)
04:05PM	Asana Announces Third Quarter Fiscal 2024 Results (Business Wire)
Dec-04-23 02:01AM	Earnings To Watch: Asana (ASAN) Reports Q3 Results Tomorrow (StockStory)
Dec-01-23 01:47PM	Why Asana (ASAN) Stock Is Trading Up Today (StockStory) +6.90%
Nov-24-23 10:26AM	13 Stocks Insiders are Buying Now (Insider Monkey)
Nov-14-23 01:52PM	Asana (ASAN) Stock Trades Up, Here Is Why (StockStory) +9.11%
Nov-07-23 06:15AM	This Tech Founder and CEO Has Bought $158 Million Worth of His Own Company's Shares Since June. Here's Why He Can't Get Enough of the Stock. (Motley Fool) +6.60%
Nov-01-23 04:05PM	Asana to Announce Third Quarter Fiscal Year 2024 Financial Results on Tuesday, December 5, 2023 (Business Wire)
Oct-25-23 02:45PM	Asana Stock Moving Up The Market Leadership Ladder; Earns 86 RS Rating (Investor's Business Daily) -7.42%
07:15AM	Analyzing Dustin Moskovitz's Latest Moves at Asana (Motley Fool)
Oct-23-23 10:11AM	Why Asana (ASAN) Shares Are Trading Lower Today (StockStory)
02:48AM	Pinterest raise to Buy, Walgreens upgraded at JPMorgan: 5 big analyst picks & cuts (Investing.com)
Oct-20-23 12:49PM	Why Asana (ASAN) Stock Is Trading Lower Today (StockStory)
Oct-19-23 01:54PM	Why Asana (ASAN) Stock Is Trading Up Today (StockStory)
01:17PM	Asana CEO Just Bought $2.7 Million Worth of ASAN Stock (InvestorPlace)
Oct-04-23 11:41AM	ASANA (ASAN) Leverages AI for Enterprise Productivity (Zacks)
Oct-03-23 09:00AM	Asana Unveils New AI Innovations to Help Every Organization Work Smarter (Business Wire) -6.11%
Oct-02-23 01:42PM	Hedge Fund and Insider Trading News: Bill Ackman, David Tepper, Greenlight Capital, Three Arrows Capital, Farmland Partners Inc (FPI), Asana Inc. (ASAN), and More (Insider Monkey)
Sep-30-23 09:58AM	3 Stocks That Could Soar in the Near Future (Motley Fool)
Sep-29-23 07:45AM	Dustin Moskovitz Is Buying More Asana. Is It a Buy Now? (Motley Fool)
Sep-28-23 01:04PM	Asana Inc (ASAN): A Deep Dive into Its Performance Potential (GuruFocus.com) +6.96%
Sep-22-23 09:21PM	Insider Sell: Anne Raimondi Sells 39,701 Shares of Asana Inc (GuruFocus.com)
Sep-21-23 05:16AM	Hot Stocks: 3 Moonshot Bets Worth Taking Gamble On (InvestorPlace)
Sep-19-23 08:30AM	Asana's share price volatility presents potential opportunities for investors (Investing.com)
Sep-15-23 12:08PM	Asana Inc (ASAN): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-13-23 01:03AM	Insider Buying: Asana Inc's President, CEO, & Chair, 10% Owner Dustin Moskovitz Acquires ... (GuruFocus.com)
Sep-12-23 04:22PM	Expectations Investing Part 1 (Motley Fool)
Sep-06-23 04:38PM	These Stocks Moved the Most Today: Apple, AMC, First Solar, and More (Barrons.com) -13.17%
04:05PM	Asana to Present at Upcoming Investor Events (Business Wire)
04:05PM	Asana to Hold Investor Day on October 3, 2023 (Business Wire)
03:02PM	Why Asana Stock Flopped Today (Motley Fool)
02:09PM	These Stocks Are Moving the Most Today: Apple, AMC Entertainment, Overstock.com, First Solar, and More. (Barrons.com)
08:25AM	Asana, Inc. (NYSE:ASAN) Q2 2024 Earnings Call Transcript (Insider Monkey)
06:40AM	Q2 2024 Asana Inc Earnings Call (Thomson Reuters StreetEvents)
06:18AM	These Stocks Are Moving the Most Today (Barrons.com)
Sep-05-23 05:15PM	Asana, Inc. (ASAN) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Asana Announces Second Quarter Fiscal 2024 Results (Business Wire)
Sep-01-23 03:08PM	Asana Stock Sees Rising Market Leadership; Earns 83 RS Rating (Investor's Business Daily)
Aug-29-23 03:00AM	Asanas State of AI at Work Report: AI is poised to dramatically improve the way we work, but proper guidance is needed (Business Wire)
Aug-28-23 01:14PM	10 Technology Stocks with Insider Buying (Insider Monkey)
01:12AM	Trian unloads Wendy's shares: Insider trades & hedge fund hits (Investing.com)

Asana, Inc. engages in the business of developing a work management platform that helps organizations orchestrate work from daily tasks to cross-functional strategic initiatives. The company was founded by Dustin Moskovitz and Justin Michael Rosenstein on December 16, 2008 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wan Tim M	CHIEF FINANCIAL OFFICER	Apr 26 '24	Option Exercise	1.60	10,000	16,000	763,888	Apr 26 04:30 PM
Wan Tim M	CHIEF FINANCIAL OFFICER	Apr 26 '24	Sale	15.00	10,000	150,000	753,888	Apr 26 04:30 PM
Wan Tim M	CHIEF FINANCIAL OFFICER	Apr 24 '24	Option Exercise	1.60	10,000	16,000	763,888	Apr 26 04:30 PM
Wan Tim M	CHIEF FINANCIAL OFFICER	Apr 24 '24	Sale	15.00	10,000	150,000	753,888	Apr 26 04:30 PM
LACEY ELEANOR B	GC, CORPORATE SECRETARY	Apr 01 '24	Sale	15.47	4,462	69,027	220,739	Apr 03 05:25 PM
Raimondi Anne	CHIEF OPERATING OFFICER	Mar 20 '24	Sale	15.38	11,779	181,137	492,230	Mar 22 04:30 PM
Wan Tim M	CHIEF FINANCIAL OFFICER	Mar 20 '24	Sale	15.38	10,105	155,395	753,888	Mar 22 04:30 PM
LACEY ELEANOR B	GC, CORPORATE SECRETARY	Mar 20 '24	Sale	15.46	5,387	83,267	225,201	Mar 22 04:30 PM
Wan Tim M	Chief Financial Officer	Dec 22 '23	Option Exercise	1.60	5,000	8,000	768,993	Dec 27 04:30 PM
Wan Tim M	Chief Financial Officer	Dec 22 '23	Sale	19.27	5,000	96,350	763,993	Dec 27 04:30 PM
Wan Tim M	Chief Financial Officer	Dec 21 '23	Option Exercise	1.60	5,000	8,000	768,993	Dec 22 04:35 PM
Wan Tim M	Chief Financial Officer	Dec 21 '23	Sale	19.05	5,000	95,250	763,993	Dec 22 04:35 PM
Raimondi Anne	Chief Operating Officer	Dec 20 '23	Sale	19.31	17,045	329,122	502,636	Dec 22 04:34 PM
Wan Tim M	Chief Financial Officer	Dec 20 '23	Sale	19.31	14,535	280,656	763,993	Dec 22 04:35 PM
LACEY ELEANOR B	GC, Corporate Secretary	Dec 20 '23	Sale	19.35	6,895	133,423	229,621	Dec 22 04:36 PM
Wan Tim M	Chief Financial Officer	Dec 14 '23	Option Exercise	1.60	15,000	24,000	794,553	Dec 18 04:30 PM
Wan Tim M	Chief Financial Officer	Dec 14 '23	Sale	20.53	15,000	307,950	779,553	Dec 18 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Nov 01 '23	Buy	17.50	237,015	4,147,762	47,898,436	Nov 03 06:12 PM
Wan Tim M	Chief Financial Officer	Oct 26 '23	Option Exercise	1.60	5,000	8,000	784,553	Oct 27 05:31 PM
Wan Tim M	Chief Financial Officer	Oct 26 '23	Sale	18.18	5,000	90,900	779,553	Oct 27 05:31 PM
Wan Tim M	Chief Financial Officer	Oct 25 '23	Option Exercise	1.60	5,000	8,000	784,553	Oct 27 05:31 PM
Wan Tim M	Chief Financial Officer	Oct 25 '23	Sale	19.08	5,000	95,400	779,553	Oct 27 05:31 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 23 '23	Buy	17.50	123,547	2,162,072	47,661,421	Oct 25 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 17 '23	Buy	19.28	140,000	2,699,679	47,537,874	Oct 18 04:19 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 16 '23	Buy	18.05	140,000	2,527,000	47,397,874	Oct 18 04:19 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 13 '23	Buy	17.85	207,802	3,709,577	47,257,874	Oct 16 05:44 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 12 '23	Buy	18.11	140,000	2,535,400	47,050,072	Oct 16 05:44 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 11 '23	Buy	18.26	140,000	2,556,400	46,910,072	Oct 12 04:25 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 10 '23	Buy	17.88	143,204	2,560,488	46,770,072	Oct 12 04:25 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 04 '23	Buy	17.45	507,500	8,855,875	46,626,868	Oct 05 04:23 PM
Moskovitz Dustin A.	President, CEO, & Chair	Oct 03 '23	Buy	17.61	507,500	8,937,075	46,119,368	Oct 05 04:23 PM
Wan Tim M	Chief Financial Officer	Sep 28 '23	Option Exercise	1.60	5,000	8,000	784,553	Sep 29 05:13 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 28 '23	Buy	18.02	156,719	2,823,566	45,611,868	Sep 29 07:31 PM
Wan Tim M	Chief Financial Officer	Sep 28 '23	Sale	17.76	5,000	88,800	779,553	Sep 29 05:13 PM
Wan Tim M	Chief Financial Officer	Sep 27 '23	Option Exercise	1.60	5,000	8,000	784,553	Sep 29 05:13 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 27 '23	Buy	17.47	507,500	8,866,025	45,455,149	Sep 29 07:31 PM
Wan Tim M	Chief Financial Officer	Sep 27 '23	Sale	17.47	5,000	87,350	779,553	Sep 29 05:13 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 26 '23	Buy	17.27	507,500	8,764,525	44,947,649	Sep 27 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 25 '23	Buy	17.10	507,500	8,678,250	44,440,149	Sep 27 04:30 PM
LACEY ELEANOR B	GC, Corporate Secretary	Sep 21 '23	Sale	17.04	1,144	19,494	236,389	Sep 22 05:40 PM
Raimondi Anne	Chief Operating Officer	Sep 20 '23	Sale	17.54	39,701	696,514	519,681	Sep 22 05:42 PM
Wan Tim M	Chief Financial Officer	Sep 20 '23	Sale	17.54	14,232	249,686	779,553	Sep 22 05:41 PM
LACEY ELEANOR B	GC, Corporate Secretary	Sep 20 '23	Sale	17.54	3,882	68,106	237,533	Sep 22 05:40 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 19 '23	Buy	17.71	507,500	8,987,825	43,932,649	Sep 20 04:09 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 18 '23	Buy	18.37	507,500	9,322,775	43,425,149	Sep 20 04:09 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 11 '23	Buy	20.39	80,000	1,631,200	42,917,649	Sep 12 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Sep 08 '23	Buy	20.03	474,847	9,511,185	42,837,649	Sep 12 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 31 '23	Buy	21.76	80,000	1,740,800	42,362,802	Sep 01 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 30 '23	Buy	21.47	80,000	1,717,600	42,282,802	Sep 01 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 28 '23	Buy	21.80	80,000	1,744,000	42,202,802	Aug 29 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 25 '23	Buy	21.27	80,000	1,701,600	42,122,802	Aug 29 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 23 '23	Buy	21.85	80,000	1,748,000	42,042,802	Aug 24 05:51 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 22 '23	Buy	21.62	80,000	1,729,783	41,962,802	Aug 24 05:51 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 18 '23	Buy	19.88	182,499	3,627,510	41,882,802	Aug 21 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 17 '23	Buy	20.02	507,500	10,160,150	41,700,303	Aug 21 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 10 '23	Buy	21.98	80,000	1,758,400	41,192,803	Aug 11 04:19 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 09 '23	Buy	21.49	80,000	1,719,200	41,112,803	Aug 11 04:19 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 08 '23	Buy	21.27	80,000	1,701,600	41,032,803	Aug 09 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Aug 07 '23	Buy	21.82	80,000	1,745,600	40,952,803	Aug 09 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 27 '23	Buy	22.92	80,000	1,833,789	40,872,803	Jul 28 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 26 '23	Buy	22.03	80,000	1,762,400	40,792,803	Jul 28 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 25 '23	Buy	22.40	80,000	1,792,000	40,712,803	Jul 26 04:30 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 24 '23	Buy	22.00	80,000	1,760,000	40,632,803	Jul 26 04:30 PM
Wan Tim M	Chief Financial Officer	Jul 20 '23	Option Exercise	1.60	5,000	8,000	798,785	Jul 21 05:01 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 20 '23	Buy	22.66	200,000	4,532,913	40,552,803	Jul 21 05:02 PM
Wan Tim M	Chief Financial Officer	Jul 20 '23	Sale	23.34	5,000	116,700	793,785	Jul 21 05:01 PM
Wan Tim M	Chief Financial Officer	Jul 19 '23	Option Exercise	1.60	5,000	8,000	798,785	Jul 21 05:01 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 19 '23	Buy	24.09	40,000	963,600	40,352,803	Jul 21 05:02 PM
Wan Tim M	Chief Financial Officer	Jul 19 '23	Sale	24.12	5,000	120,600	793,785	Jul 21 05:01 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 14 '23	Buy	24.21	40,000	968,400	40,312,803	Jul 17 04:24 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 13 '23	Buy	23.59	40,000	943,600	40,272,803	Jul 17 04:24 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 11 '23	Buy	22.54	80,000	1,803,384	40,232,803	Jul 12 04:11 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 10 '23	Buy	20.89	80,000	1,671,200	40,152,803	Jul 12 04:11 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 07 '23	Buy	21.62	80,000	1,729,600	40,072,803	Jul 10 04:17 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jul 06 '23	Buy	21.06	80,000	1,684,800	39,992,803	Jul 10 04:17 PM
Wan Tim M	Chief Financial Officer	Jun 29 '23	Option Exercise	1.60	5,000	8,000	792,069	Jun 30 04:12 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 29 '23	Buy	22.59	80,000	1,807,200	39,912,803	Jun 30 04:17 PM
Wan Tim M	Chief Financial Officer	Jun 29 '23	Sale	22.69	5,000	113,450	787,069	Jun 30 04:12 PM
Wan Tim M	Chief Financial Officer	Jun 28 '23	Option Exercise	1.60	5,000	8,000	792,069	Jun 30 04:12 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 28 '23	Buy	22.54	80,000	1,803,200	39,832,803	Jun 30 04:17 PM
Wan Tim M	Chief Financial Officer	Jun 28 '23	Sale	22.51	5,000	112,550	787,069	Jun 30 04:12 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 23 '23	Buy	22.49	80,000	1,799,200	39,752,803	Jun 26 05:13 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 22 '23	Buy	22.56	80,000	1,804,800	39,672,803	Jun 26 05:13 PM
Wan Tim M	Chief Financial Officer	Jun 22 '23	Sale	23.04	3,381	77,895	787,069	Jun 23 05:01 PM
LACEY ELEANOR B	GC, Corporate Secretary	Jun 22 '23	Sale	23.04	868	19,994	241,415	Jun 23 04:55 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 21 '23	Buy	22.80	200,000	4,560,384	39,592,803	Jun 22 04:45 PM
Wan Tim M	Chief Financial Officer	Jun 21 '23	Sale	22.93	11,436	262,193	790,450	Jun 23 05:01 PM
Raimondi Anne	Chief Operating Officer	Jun 21 '23	Sale	22.93	8,005	183,531	559,342	Jun 23 04:59 PM
LACEY ELEANOR B	GC, Corporate Secretary	Jun 21 '23	Sale	23.25	4,318	100,375	242,283	Jun 23 04:55 PM
NORRINGTON LORRIE M	Director	Jun 21 '23	Sale	24.13	3,733	90,077	104,003	Jun 22 04:50 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 20 '23	Buy	24.97	40,000	998,800	39,392,803	Jun 22 04:45 PM
NORRINGTON LORRIE M	Director	Jun 20 '23	Sale	25.01	6,200	155,062	107,736	Jun 22 04:50 PM
Wan Tim M	Chief Financial Officer	Jun 16 '23	Option Exercise	1.60	20,000	32,000	821,886	Jun 20 05:25 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 16 '23	Buy	25.39	40,000	1,015,673	39,352,803	Jun 20 05:13 PM
Wan Tim M	Chief Financial Officer	Jun 16 '23	Sale	25.88	20,000	517,600	801,886	Jun 20 05:25 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 15 '23	Buy	24.37	40,000	974,800	39,312,803	Jun 20 05:13 PM
Rosenstein Justin	Director	Jun 15 '23	Sale	24.95	300,000	7,485,000	3,336,528	Jun 20 05:19 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 09 '23	Buy	22.85	80,000	1,828,311	39,272,803	Jun 12 05:32 PM
Moskovitz Dustin A.	President, CEO, & Chair	Jun 08 '23	Buy	22.44	80,000	1,795,200	39,192,803	Jun 12 05:32 PM

Open in Screener

BRX

Brixmor Property Group Inc

May 06 • 04:00PM ET

22.14

Dollar change -0.05
Percentage change -0.23	%

Real Estate • REIT - Retail • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BRX Brixmor Property Group Inc daily Stock Chart

Held by: VNQ VTI IJH VB VBR VXF SCHH SCHA IJJ IWR

Index	-	P/E	23.80	EPS (ttm)	0.93	Insider Own	0.77%	Shs Outstand	300.60M	Perf Week	-0.05%
Market Cap	6.67B	Forward P/E	23.65	EPS next Y	0.94	Insider Trans	-2.13%	Shs Float	298.99M	Perf Month	0.59%
Income	280.91M	PEG	-	EPS next Q	0.21	Inst Own	100.26%	Short Float	2.99%	Perf Quarter	0.59%
Sales	1.25B	P/S	5.32	EPS this Y	-13.05%	Inst Trans	-0.50%	Short Ratio	3.34	Perf Half Y	3.60%
Book/sh	9.49	P/B	2.33	EPS next Y	6.62%	ROA	3.31%	Short Interest	8.94M	Perf Year	5.58%
Cash/sh	1.39	P/C	15.94	EPS next 5Y	-10.65%	ROE	9.78%	52W Range	19.40 - 24.47	Perf YTD	-4.86%
Dividend Est.	1.09 (4.94%)	P/FCF	28.68	EPS past 5Y	-3.63%	ROI	3.52%	52W High	-9.52%	Beta	1.54
Dividend TTM	1.06 (4.81%)	Quick Ratio	-	Sales past 5Y	0.43%	Gross Margin	45.47%	52W Low	14.12%	ATR (14)	0.47
Dividend Ex-Date	Jul 02, 2024	Current Ratio	-	EPS Y/Y TTM	-27.39%	Oper. Margin	36.18%	RSI (14)	52.47	Volatility	2.67% 1.85%
Employees	513	Debt/Eq	1.90	Sales Y/Y TTM	1.31%	Profit Margin	22.40%	Recom	1.83	Target Price	25.89
Option/Short	Yes / Yes	LT Debt/Eq	1.79	EPS Q/Q	-20.98%	Payout	104.60%	Rel Volume	0.93	Prev Close	22.19
Sales Surprise	1.48%	EPS Surprise	37.51%	Sales Q/Q	2.82%	Earnings	Apr 29 AMC	Avg Volume	2.67M	Price	22.14
SMA20	1.74%	SMA50	-0.55%	SMA200	0.31%	Trades		Volume	2,475,398	Change	-0.23%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-23-24	Downgrade	Mizuho	Buy → Neutral	$23 → $24
Jan-30-24	Initiated	Deutsche Bank	Buy	$27
Sep-05-23	Upgrade	Scotiabank	Sector Perform → Sector Outperform	$25
Aug-16-23	Upgrade	Goldman	Neutral → Buy	$27
May-24-23	Initiated	Wells Fargo	Equal Weight	$21
Mar-21-23	Resumed	Goldman	Neutral	$22
Dec-16-22	Upgrade	Wolfe Research	Peer Perform → Outperform	$29
Jul-21-22	Upgrade	Mizuho	Neutral → Buy	$26 → $24
Jun-30-22	Downgrade	Jefferies	Hold → Underperform	$29 → $20
Jun-23-22	Initiated	Credit Suisse	Outperform	$23
Jun-22-22	Upgrade	JP Morgan	Neutral → Overweight	$27 → $25
Jan-18-22	Upgrade	Truist	Hold → Buy	$26 → $29
Jan-10-22	Upgrade	Jefferies	Hold → Buy	$25 → $29
Dec-01-21	Upgrade	BMO Capital Markets	Underperform → Market Perform	$25
Sep-23-21	Initiated	Wolfe Research	Peer Perform	$25
Sep-01-21	Initiated	Barclays	Overweight	$30
Mar-09-21	Downgrade	Goldman	Buy → Neutral	$20 → $22
Jan-19-21	Upgrade	BofA Securities	Neutral → Buy	$17 → $18.50
Dec-10-20	Downgrade	Wells Fargo	Overweight → Equal Weight	$17
Nov-25-20	Downgrade	Evercore ISI	Outperform → In-line	$17

Show Previous Ratings

May-01-24 12:55PM	Brixmor Property Group Inc. (NYSE:BRX) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:21AM	Brixmor Property Group Inc (BRX) Q1 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
02:01AM	Q1 2024 Brixmor Property Group Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-30-24 06:12PM	THE CORDISH COMPANIES UNVEILS DETAILS FOR ITS LATEST LIVE! DESTINATION - LIVE! AT THE POINTE ORLANDO - OPENING THIS FALL IN ORLANDO, FLORIDA (PR Newswire)
Apr-29-24 08:54PM	BRX Stock Earnings: Brixmor Property Group Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:30PM	Loading…
06:30PM	Brixmor (BRX) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
05:02PM	Brixmor Property Q1 FFO, Revenue Increase; Shares Up After-Hours (MT Newswires)
04:22PM	Brixmor: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS FIRST QUARTER 2024 RESULTS (PR Newswire)
Apr-12-24 05:14PM	Brixmor Property Group CEO takes medical leave, interim chief named (Chain Store Age)
Apr-11-24 04:15PM	BRIXMOR PROPERTY GROUP ANNOUNCES CHIEF EXECUTIVE OFFICER AND PRESIDENT JAMES M. TAYLOR TO TAKE TEMPORARY MEDICAL LEAVE OF ABSENCE (PR Newswire)
Apr-01-24 07:08AM	Brixmor Property Group Inc's Dividend Analysis (GuruFocus.com)
Mar-27-24 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES FIRST QUARTER 2024 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Mar-08-24 11:29PM	Director Michael Berman Sells Shares of Brixmor Property Group Inc (BRX) (GuruFocus.com)
Feb-27-24 04:05PM	BRIXMOR PROPERTY GROUP TO PRESENT AT CITI's 2024 GLOBAL PROPERTY CEO CONFERENCE (PR Newswire)
11:18AM	Loading…
Feb-16-24 11:18AM	Trump's Return Could Ignite These 3 REITs (Benzinga)
Feb-15-24 11:44AM	Brixmor Property Group Inc. (NYSE:BRX) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-14-24 12:45AM	Q4 2023 Brixmor Property Group Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-12-24 04:39PM	Brixmor Property Group Inc (BRX) Reports Mixed Results for Q4 and Full Year 2023 (GuruFocus.com)
04:36PM	Brixmor: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS (PR Newswire)
Jan-16-24 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES TAX REPORTING INFORMATION FOR 2023 DISTRIBUTIONS (PR Newswire)
Jan-09-24 05:12PM	BRIXMOR PROPERTY GROUP PRICES OFFERING OF SENIOR NOTES (PR Newswire)
Jan-01-24 11:03AM	Brixmor Property Group Inc's Dividend Analysis (GuruFocus.com)
Dec-26-23 12:47PM	Brick-and-mortar retail remains strong despite inflationary pressures (TheStreet.com)
Dec-20-23 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES FOURTH QUARTER 2023 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Dec-16-23 05:01AM	Insider Sell: Brixmor Property Group Inc's Angela Aman Divests 10,000 Shares (GuruFocus.com)
Dec-14-23 04:10PM	BRIXMOR PROPERTY GROUP ANNOUNCES CHIEF FINANCIAL OFFICER TRANSITION (PR Newswire)
Nov-06-23 08:00AM	S&P UPGRADES BRIXMOR PROPERTY GROUP CREDIT RATING TO 'BBB' (PR Newswire)
Nov-01-23 11:58AM	Brixmor Property Group Inc. (NYSE:BRX) Q3 2023 Earnings Call Transcript (Insider Monkey)
12:38AM	Loading…
12:38AM	Q3 2023 Brixmor Property Group Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-30-23 05:41PM	Brixmor Property Group Inc (BRX) Reports Q3 2023 Earnings (GuruFocus.com)
05:02PM	Brixmor: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS THIRD QUARTER 2023 RESULTS (PR Newswire)
Oct-10-23 08:02AM	Zacks Industry Outlook Highlights Brixmor Property, Phillips Edison and Tanger Factory Outlet Centers (Zacks)
Oct-09-23 05:52PM	Center owners bind together to aid suicide prevention (Chain Store Age)
11:26AM	3 Retail REITs Set to Gain From Upbeat Industry Fundamentals (Zacks)
Oct-02-23 07:02AM	Unpacking Brixmor Property Group Inc's Dividend Performance and Sustainability (GuruFocus.com)
Sep-28-23 08:00AM	BRIXMOR PROPERTY GROUP ANNOUNCES PROMOTIONS OF ANGELA M. AMAN AND BRIAN T. FINNEGAN (PR Newswire)
Sep-19-23 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES THIRD QUARTER 2023 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Aug-29-23 04:05PM	Brixmor Property Group To Present At BofA Securities 2023 Global Real Estate Conference (PR Newswire)
Aug-23-23 08:00AM	Jaguar Global Growth Corporation I and GLAAM Provide Updates on Proposed Business Combination (GlobeNewswire)
Aug-16-23 10:00AM	Chevron upgraded, SolarEdge downgraded: Wall Street's top analyst calls (The Fly)
Aug-02-23 01:12PM	$50M Roosevelt Mall redevelopment bringing Sprouts, Raising Canes to Northeast Philadelphia (American City Business Journals)
01:51AM	Q2 2023 Brixmor Property Group Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-31-23 05:23PM	Brixmor: Q2 Earnings Snapshot (AP Finance)
04:06PM	BRIXMOR PROPERTY GROUP APPOINTS SEASONED RETAIL EXECUTIVE JOHN PETER ("JP") SUAREZ TO BOARD OF DIRECTORS (PR Newswire)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS SECOND QUARTER 2023 RESULTS (PR Newswire)
Jul-05-23 08:10AM	BRIXMOR PROPERTY GROUP ISSUES ANNUAL CORPORATE RESPONSIBILITY REPORT (PR Newswire)
Jun-21-23 08:00PM	BRX: Lowering target price to $24.00 (Argus Research)
Jun-15-23 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES SECOND QUARTER 2023 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
May-03-23 12:53AM	Q1 2023 Brixmor Property Group Inc Earnings Call (Thomson Reuters StreetEvents)
May-01-23 04:26PM	Brixmor: Q1 Earnings Snapshot (AP Finance)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS FIRST QUARTER 2023 RESULTS (PR Newswire)
Apr-26-23 08:00PM	BRX: Lowering target price to $23.00 (Argus Research)
Apr-24-23 12:27PM	BRIXMOR PROPERTY GROUP ANNOUNCES PRICING OF THE TENDER OFFER FOR 3.650% SENIOR NOTES DUE 2024 (PR Newswire)
08:30AM	BRIXMOR PROPERTY GROUP ANNOUNCES EARLY TENDER RESULTS AND INCREASE IN TENDER CAP FOR TENDER OFFER FOR 3.650% SENIOR NOTES DUE 2024 (PR Newswire)
Apr-11-23 01:46PM	'The hybrid work environment is a major concern,' says Marcus & Millichap CEO (Yahoo Finance Video)
Apr-10-23 09:29AM	BRIXMOR PROPERTY GROUP ANNOUNCES COMMENCEMENT OF TENDER OFFER FOR 3.650% SENIOR NOTES DUE 2024 (PR Newswire)
Apr-02-23 05:11AM	3 Simple Reasons Federal Realty Is a Better Dividend Investment Than Brixmor (Motley Fool)
Mar-22-23 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES FIRST QUARTER 2023 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Mar-15-23 08:00AM	BRIXMOR PROPERTY GROUP PROMOTES GREG FINLEY TO LEAD WEST REGION (PR Newswire)
Feb-22-23 04:05PM	BRIXMOR PROPERTY GROUP TO PRESENT AT CITI's 2023 GLOBAL PROPERTY CEO CONFERENCE (PR Newswire)
Feb-16-23 06:29PM	Brixmor Property Group Inc. (NYSE:BRX) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-13-23 04:29PM	Brixmor: Q4 Earnings Snapshot (AP Finance)
Feb-03-23 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES RETIREMENT OF JOHN G. SCHREIBER FROM THE BOARD OF DIRECTORS AND APPOINTMENT OF SHERYL M. CROSLAND AS NEW CHAIR (PR Newswire)
Jan-17-23 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES TAX REPORTING INFORMATION FOR 2022 DISTRIBUTIONS (PR Newswire)
Jan-12-23 12:58PM	Brixmor Property Group, Kimco And Weyerhaeuer REITs Fail To Hold Bullish Patterns (Benzinga)
Jan-06-23 12:46PM	Analysts Just Upgraded These 3 Retail REITs (Benzinga)
Jan-01-23 09:56AM	Should You Be Impressed By Brixmor Property Group Inc.'s (NYSE:BRX) ROE? (Simply Wall St.)
Dec-05-22 09:19AM	Do Brixmor Property Group's (NYSE:BRX) Earnings Warrant Your Attention? (Simply Wall St.)
Dec-01-22 04:15PM	BRIXMOR PROPERTY GROUP ANNOUNCES FOURTH QUARTER 2022 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Nov-08-22 05:27AM	Brixmor Property Group Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-01-22 06:45PM	Brixmor Property (BRX) Q3 FFO Match Estimates (Zacks)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS THIRD QUARTER 2022 RESULTS (PR Newswire)
Oct-10-22 12:25PM	Brixmor Property Group (NYSE:BRX) investors are sitting on a loss of 16% if they invested a year ago (Simply Wall St.)
Sep-26-22 09:10AM	3 Top Dividend Stocks to Maximize Your Retirement Income (Zacks)
Sep-22-22 04:47PM	Brixmor Property Group hopes to start University Mall redevelopment next spring (American City Business Journals)
Sep-21-22 05:39PM	Brixmor Property Group has new plan for redeveloping University Mall in Davis (American City Business Journals)
Sep-14-22 11:40AM	EPR vs. BRX: Which Stock Is the Better Value Option? (Zacks)
Sep-13-22 12:55PM	3 Top Dividend Stocks to Maximize Your Retirement Income (Zacks) -5.30%
Sep-08-22 04:05PM	BRIXMOR PROPERTY GROUP ANNOUNCES THIRD QUARTER 2022 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Aug-30-22 04:54PM	Brixmor Property Group To Present At BofA Securities 2022 Global Real Estate Conference (PR Newswire)
Aug-26-22 11:42AM	Breaking: Pointe Orlando adds new 3 new concepts for 2024 (American City Business Journals)
Aug-01-22 05:35PM	Brixmor Property (BRX) Beats Q2 FFO and Revenue Estimates (Zacks)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS SECOND QUARTER 2022 RESULTS (PR Newswire)
Jul-13-22 08:38AM	Should You Be Impressed By Brixmor Property Group Inc.'s (NYSE:BRX) ROE? (Simply Wall St.)
Jun-30-22 09:19AM	Looking for Early Retirement? These Stocks Could Help You Get There (Motley Fool)
Jun-17-22 08:00AM	BRIXMOR PROPERTY GROUP ISSUES ANNUAL CORPORATE RESPONSIBILITY REPORT (PR Newswire)
Jun-01-22 04:15PM	BRIXMOR PROPERTY GROUP ANNOUNCES SECOND QUARTER 2022 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
May-02-22 06:25PM	Brixmor Property (BRX) Tops Q1 FFO and Revenue Estimates (Zacks)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS FIRST QUARTER 2022 RESULTS (PR Newswire)
02:47PM	Investors in Brixmor Property Group (NYSE:BRX) have made a notable return of 61% over the past three years (Simply Wall St.)
Apr-25-22 05:45PM	Retail Opportunity Investments (ROIC) Q1 FFO and Revenues Beat Estimates (Zacks)
Mar-16-22 04:15PM	BRIXMOR PROPERTY GROUP ANNOUNCES FIRST QUARTER 2022 EARNINGS RELEASE AND TELECONFERENCE DATES (PR Newswire)
Feb-28-22 04:05PM	BRIXMOR PROPERTY GROUP TO PRESENT AT CITI'S 2022 GLOBAL PROPERTY CEO CONFERENCE (PR Newswire)
Feb-07-22 05:35PM	Brixmor Property (BRX) Matches Q4 FFO Estimates (Zacks)
04:05PM	BRIXMOR PROPERTY GROUP REPORTS FOURTH QUARTER AND FULL YEAR 2021 RESULTS (PR Newswire)
Feb-04-22 08:59AM	What's in Store for Axcelis Technologies (ACLS) Q4 Earnings? (Zacks)
Feb-03-22 10:25AM	Should You Buy Brixmor Property (BRX) Ahead of Earnings? (Zacks)

Brixmor Property Group, Inc. operates as a real estate investment trust, which engages in owning and operating a portfolio of grocery anchored community and neighborhood shopping centers. The company was founded in 1985 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Finnegan Brian T	See remarks	Mar 08 '24	Sale	23.00	7,500	172,500	225,051	Mar 08 05:57 PM
Berman Michael B	Director	Mar 06 '24	Sale	22.82	10,475	239,040	40,556	Mar 08 04:06 PM
Finnegan Brian T	See Remarks	Feb 15 '24	Sale	23.00	7,500	172,500	232,551	Feb 16 04:19 PM
Finnegan Brian T	See Remarks	Jan 02 '24	Sale	23.26	7,500	174,450	213,549	Jan 03 09:09 PM
Aman Angela M	President, CFO and Treasurer	Dec 14 '23	Sale	24.00	10,000	240,000	152,054	Dec 15 04:50 PM
Finnegan Brian T	See Remarks	Dec 13 '23	Sale	23.00	7,500	172,500	186,873	Dec 15 04:51 PM

Open in Screener

BWMN

Bowman Consulting Group Ltd

May 06 • 04:00PM ET

30.41

Dollar change -0.89
Percentage change -2.84	%

Industrials • Engineering & Construction • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BWMN Bowman Consulting Group Ltd daily Stock Chart

Held by: VTI IFRA IWM VXF IWO DWAS VTWO IWC VTWG GSSC

Index	RUT	P/E	-	EPS (ttm)	-0.53	Insider Own	21.90%	Shs Outstand	15.09M	Perf Week	-8.65%
Market Cap	503.29M	Forward P/E	21.62	EPS next Y	1.41	Insider Trans	-8.41%	Shs Float	12.93M	Perf Month	-6.20%
Income	-6.84M	PEG	-	EPS next Q	0.27	Inst Own	43.27%	Short Float	2.84%	Perf Quarter	-7.90%
Sales	346.26M	P/S	1.45	EPS this Y	-2.27%	Inst Trans	3.66%	Short Ratio	3.21	Perf Half Y	9.00%
Book/sh	10.82	P/B	2.81	EPS next Y	39.74%	ROA	-1.95%	Short Interest	0.37M	Perf Year	6.22%
Cash/sh	1.25	P/C	24.33	EPS next 5Y	-	ROE	-4.78%	52W Range	25.52 - 42.90	Perf YTD	-14.39%
Dividend Est.	-	P/FCF	52.26	EPS past 5Y	-	ROI	-2.98%	52W High	-29.11%	Beta	1.18
Dividend TTM	-	Quick Ratio	1.22	Sales past 5Y	34.25%	Gross Margin	45.43%	52W Low	19.16%	ATR (14)	1.41
Dividend Ex-Date	-	Current Ratio	1.22	EPS Y/Y TTM	-236.59%	Oper. Margin	-0.31%	RSI (14)	39.26	Volatility	4.37% 4.02%
Employees	2000	Debt/Eq	0.86	Sales Y/Y TTM	32.30%	Profit Margin	-1.98%	Recom	1.00	Target Price	48.75
Option/Short	No / Yes	LT Debt/Eq	0.40	EPS Q/Q	-1896.66%	Payout	-	Rel Volume	1.43	Prev Close	31.30
Sales Surprise	2.66%	EPS Surprise	252.73%	Sales Q/Q	22.96%	Earnings	May 06 AMC	Avg Volume	114.07K	Price	30.41
SMA20	-3.52%	SMA50	-10.91%	SMA200	-3.62%	Trades		Volume	164,130	Change	-2.84%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-08-23	Initiated	ROTH MKM	Buy	$45
Sep-05-23	Initiated	Craig Hallum	Buy	$46
Jun-01-21	Initiated	DA Davidson	Buy	$18
Jun-01-21	Initiated	B. Riley Securities	Buy	$19

May-06-24 09:54PM	BWMN Stock Earnings: Bowman Consulting Group Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
05:02PM	Bowman Consulting: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Bowman Announces Financial Results for Three Months Ended March 31, 2024 (Business Wire)
May-03-24 10:54AM	Bowman Consulting Group Has $100 Million Revolving Credit Agreement (MT Newswires)
07:00AM	Bowman Closes On $100 Million Revolving Credit Agreement (Business Wire)
04:26PM	Loading…
Apr-26-24 04:26PM	Bowman Consulting Group Insider Sold Shares Worth $398,500, According to a Recent SEC Filing (MT Newswires)
Apr-18-24 07:00PM	Bowman Consulting Group Ltd CFO Bruce Labovitz Sells 10,000 Shares (GuruFocus.com)
Apr-17-24 07:00AM	Bowman Acquires MEP and Fire Protection Engineering Firm Moore Consulting Engineers (Business Wire)
Apr-12-24 07:00PM	Insider Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (BWMN) (GuruFocus.com)
Apr-10-24 07:00AM	Bowman Consulting Group Announces Dates for First Quarter 2024 Earnings Release and Webcast (Business Wire)
Apr-09-24 07:00AM	Bowman Welcomes David Stickles, RPLS, PSM, PLS, to Expand Companys Public Sector Geospatial Portfolio (Business Wire)
Apr-03-24 07:00AM	Bowman Enters into Definitive Agreement to Acquire Surdex Corporation, Adding High-Altitude Digital Imagery, Digital Mapping and Advanced Geospatial Services (Business Wire)
Mar-26-24 11:35PM	Bowman Announces Pricing of Public Offering of Common Stock (Business Wire)
04:03PM	Bowman Announces Launch of Public Offering of Common Stock (Business Wire)
Mar-22-24 02:45AM	Bowman Consulting Group Ltd CFO Bruce Labovitz Sells 12,500 Shares (GuruFocus.com)
02:32AM	Loading…
Mar-21-24 02:32AM	Insider Sell: Chief Legal Officer Robert Hickey Sells 8,000 Shares of Bowman Consulting Group ... (GuruFocus.com)
Mar-20-24 08:00AM	Bowman Appoints Dan Brewer, PE, to Grow Operations in the Carolinas (Business Wire)
Mar-14-24 08:14AM	Bowman Consulting Group Ltd. (NASDAQ:BWMN) Q4 2023 Earnings Call Transcript (Insider Monkey) -6.56%
Mar-12-24 09:31AM	Bowman Consulting Group Ltd (BWMN) Surpasses $300 Million in Net Service Billing (GuruFocus.com) +19.07%
Mar-11-24 04:39PM	Bowman Consulting: Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Bowman Announces Fiscal Year 2023 Financial Results (Business Wire)
Mar-06-24 11:28PM	Insider Sell: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (BWMN) (GuruFocus.com)
Feb-21-24 07:45AM	Should You Invest in Bowman Consulting Group Ltd. (BWMN)? (Insider Monkey)
Feb-20-24 10:00AM	Bowman Adds Commentary to 2023 Pre-Release and Announces Acquisition of Transportation and Bridge Design Firm Speece Lewis Engineers (Business Wire)
Feb-16-24 04:05PM	Bowman Consulting Group Announces Earnings Release Schedule and Preliminary 2023 Financial Results (Business Wire)
Feb-15-24 11:35PM	Insider Sell: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (BWMN) (GuruFocus.com)
Feb-06-24 08:00AM	Bowman Appoints Mark Borushko to Grow Companys Public and Private Sector Practice in the West (Business Wire)
Feb-05-24 08:00AM	Bowman Acquires Trudell Consulting Engineers in Burlington, Vermont (Business Wire)
Jan-24-24 08:00AM	Bowman Awarded $1.9 Million in New Arizona Mining Contracts (Business Wire)
Jan-19-24 08:29PM	Bowman Consulting Group Ltd CFO Bruce Labovitz Sells 5,000 Shares (GuruFocus.com)
03:03AM	Loading…
Jan-13-24 03:03AM	Insider Sell: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (GuruFocus.com)
Jan-04-24 08:00AM	Bowman Adds Sharif Abou-Sabh, PE, to Expand National Transportation Program Management Initiative (Business Wire)
Dec-22-23 05:01AM	Bowman Consulting Group Ltd CFO Bruce Labovitz Sells 6,009 Shares (GuruFocus.com) +5.24%
Dec-18-23 04:30PM	Bowman Ranked #3 on Forbes List of Most Successful Small Cap Companies in America (Business Wire)
Dec-15-23 03:02PM	Insider Sell: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (BWMN) (GuruFocus.com)
Dec-12-23 08:00AM	Bowman Acquires Phoenix-based Hess-Rountree, Inc. (Business Wire)
Dec-05-23 04:30PM	Bowman Welcomes David Kelly, PE, CFM, as Branch Manager for Orlando, FL Expansion (Business Wire)
Nov-17-23 04:05PM	Bowman Announces Authorization of New Share Repurchase Program (Business Wire)
Nov-16-23 11:16PM	Insider Sell Alert: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (BWMN) (GuruFocus.com)
Nov-15-23 07:30AM	Bowman Acquires Public Sector Focused High Mesa Consulting Group (Business Wire) -9.47%
Nov-13-23 07:30AM	Bowman Enters into Definitive Purchase Agreement with California Environmental Firm Blankinship & Associates (Business Wire)
Nov-12-23 08:26AM	Bowman Consulting Group Ltd. (NASDAQ:BWMN) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-10-23 07:30AM	Bowman Acquires Reno-Based Engineering Firm CFA, Inc. (Business Wire)
Nov-07-23 09:04AM	Bowman Consulting Group Ltd (BWMN) Reports Strong Q3 2023 Results with 30% Year-Over-Year ... (GuruFocus.com)
Nov-06-23 05:25PM	Bowman Consulting (BWMN) Tops Q3 Earnings and Revenue Estimates (Zacks)
04:27PM	Bowman Consulting: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Bowman Announces Third Quarter 2023 Financial Results (Business Wire)
Oct-30-23 08:00AM	Bowman Completes Intersection Improvements in Inman Square, Cambridge, MA (Business Wire)
Oct-18-23 07:30AM	Bowman Consulting Group Announces Dates for Third Quarter 2023 Earnings Release and Webcast (Business Wire)
Oct-16-23 07:30AM	Bowman Completes Water Park at National Landing, VA, Celebrates Grand Opening (Business Wire)
Oct-13-23 10:12PM	Insider Sell: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (GuruFocus.com)
07:30AM	Bowman Acquires South Carolina Firm Dennis Corporation (Business Wire)
Oct-05-23 06:05AM	New Strong Sell Stocks for October 5th (Zacks)
Oct-04-23 07:30AM	Bowman Appoints Lance Hendrix, PE as Chief Revenue Officer to Accelerate Growth and Expansion (Business Wire)
Sep-29-23 05:16PM	Bowman Issues Clarification Regarding Assignment with Canadian National Railway Company (Business Wire)
07:00AM	Bowman Enters into Definitive Purchase Agreement with Petrochemical Industry Experts Excellence Engineering, LLC (Business Wire)
Sep-28-23 12:14PM	KILL Bowman Awarded Multi-Year Contract with Canadian National Railway Company (Business Wire)
07:30AM	Bowman Awarded Multi-Year Contract with Canadian National Railway Company (Business Wire)
Sep-20-23 09:16PM	Insider Sell: Chief Legal Officer Robert Hickey Sells 8,000 Shares of Bowman Consulting Group Ltd (GuruFocus.com)
08:30AM	Bowman Supplying Engineering and Survey for a New Entertainment Center within San Diegos Midway-Pacific Highway Community (Business Wire)
Sep-16-23 01:01PM	Insider Sell: COO Michael Bruen Sells 5,000 Shares of Bowman Consulting Group Ltd (GuruFocus.com)
Aug-23-23 08:00AM	Bowman Promotes Brad Glatfelter, PE, to Fairfax, VA Branch Manager (Business Wire)
Aug-21-23 04:05PM	Bowman Announces $4.9 Million Funding Authorization for Illinois Department of Transportation I-80 Corridor Improvement Project (Business Wire)
Aug-16-23 08:00AM	Bowman Awarded More than $1.7 Million in New Engineering and Survey Contracts for Mining Projects (Business Wire)
Aug-07-23 05:40PM	Bowman Consulting (BWMN) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:37PM	Bowman Consulting: Q2 Earnings Snapshot (AP Finance)
04:05PM	Bowman Announces Second Quarter 2023 Financial Results (Business Wire)
Aug-04-23 08:00AM	Bowman Expands to Tennessee, Appoints Matthew Hamby, PE to Lead Office (Business Wire)
Aug-03-23 07:55AM	Bowman Increases Borrowing Capacity Under Revolving Credit Facility (Business Wire)
Jul-25-23 08:00AM	Bowman Awarded New Contract from J. Ranck Electric to Provide Engineering Services on 200 MW Solar Array (Business Wire)
Jul-17-23 07:55AM	Bowman Consulting Group Announces Dates for Second Quarter 2023 Earnings Release and Webcast (Business Wire)
Jul-12-23 08:50AM	Bowman Consulting (BWMN) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
08:00AM	Bowman Awarded Contract by City of Yonkers for Flood-Resilient Design of Fernbrook Park (Business Wire)
Jul-10-23 09:23AM	4 Stocks to Buy as Services Activity Continues to Rebound (Zacks)
Jul-06-23 01:23PM	3 Business Services Stocks to Consider From a Prospering Industry (Zacks)
08:00AM	Bowman Welcomes Michael Sylvester as Vice President of New Jersey Operations to Lead Statewide Service Expansion (Business Wire)
Jun-29-23 01:40PM	Returns On Capital At Bowman Consulting Group (NASDAQ:BWMN) Paint A Concerning Picture (Simply Wall St.)
Jun-26-23 08:50AM	Here's Why Momentum in Bowman Consulting (BWMN) Should Keep going (Zacks)
Jun-22-23 08:00AM	Bowman Expands Southwest Gas On-Call Engagement into Southern Nevada (Business Wire)
Jun-20-23 08:00AM	Bowman Providing Engineering Consulting for Strathmore Square Mixed-Use Development (Business Wire)
Jun-19-23 09:21AM	Strength Seen in Bowman Consulting (BWMN): Can Its 7.0% Jump Turn into More Strength? (Zacks)
Jun-14-23 04:15PM	Bowman Enables Growth in Battery Storage Sector (Business Wire)
Jun-13-23 08:24AM	Has Bowman Consulting Group Ltd.'s (NASDAQ:BWMN) Impressive Stock Performance Got Anything to Do With Its Fundamentals? (Simply Wall St.)
07:30AM	Bowman Acquisition of California-Based Infrastructure Engineers Expands Public Sector Focus (Business Wire)
Jun-08-23 08:50AM	Here's What Could Help Bowman Consulting (BWMN) Maintain Its Recent Price Strength (Zacks)
08:00AM	Bowman Moves into Top 10 on Zweig Groups 2023 Hot Firm List (Business Wire)
Jun-05-23 12:41PM	Bowman Consulting Acquires MTX Surveying For Undisclosed Sum, Expanding Energy-Oriented Services (Benzinga)
08:26AM	Bowman Acquires MTX Surveying; Expands Energy-Oriented Geospatial, Survey and Project Management Services (Business Wire)
Jun-02-23 09:40AM	Is Bakkt (BKKT) Stock Outpacing Its Business Services Peers This Year? (Zacks)
May-23-23 01:56PM	Institutional investors own a significant stake of 37% in Bowman Consulting Group Ltd. (NASDAQ:BWMN) (Simply Wall St.)
May-17-23 09:40AM	Are Business Services Stocks Lagging Bakkt (BKKT) This Year? (Zacks)
07:55AM	Bowman Acquires Southwest Florida Based Hole Montes, Inc. (Business Wire)
May-15-23 07:55AM	Bowman Acquires Fisher Engineering, Expands Fire Protection and Life Safety Engineering Services (Business Wire)
May-08-23 06:05PM	Bowman Consulting (BWMN) Lags Q1 Earnings Estimates (Zacks)
05:02PM	Bowman Consulting: Q1 Earnings Snapshot (AP Finance)
04:05PM	Bowman Consulting Group Ltd Announces Q1 2023 Financial Results, Beats Estimates and Raises Guidance (Business Wire)
May-03-23 08:50AM	What Makes Bowman Consulting (BWMN) a Good Fit for 'Trend Investing' (Zacks)
Apr-25-23 08:00AM	Bowman Awarded Multi-Year Design Engineering Service Assignment with Peoples Gas (Business Wire)
Apr-20-23 12:00PM	Bowman Consulting (BWMN) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
Apr-18-23 04:05PM	Bowman Consulting Group Announces Dates for First Quarter 2023 Earnings Release and Webcast (Business Wire)

Bowman Consulting Group Ltd. operates as a professional services firm delivering innovative engineering solutions to customers who own, develop, and maintain the built environment. It provides planning, engineering, construction management, commissioning, environmental consulting, survey, land procurement and technical services. The company was founded by Gary P. Bowman on June 5, 1995 and is headquartered in Reston, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bowman Gary	President, CEO and Chairman	Apr 25 '24	Sale	32.04	3,750	120,150	969,725	Apr 26 04:21 PM
Bowman Gary	President, CEO and Chairman	Apr 25 '24	Sale	32.04	2,500	80,100	1,413,338	Apr 26 04:21 PM
Bowman Gary	President, CEO and Chairman	Apr 24 '24	Sale	31.72	3,750	118,950	973,475	Apr 26 04:21 PM
Bowman Gary	President, CEO and Chairman	Apr 24 '24	Sale	31.72	2,500	79,300	1,415,838	Apr 26 04:21 PM
Labovitz Bruce J	Chief Financial Officer	Apr 16 '24	Sale	30.79	10,000	307,900	283,288	Apr 18 04:20 PM
Bruen Michael	Chief Operating Officer	Apr 10 '24	Sale	32.45	5,000	162,250	409,310	Apr 12 04:22 PM
Bowman Gary	President, CEO and Chairman	Apr 01 '24	Sale	34.00	114,705	3,899,970	977,225	Apr 02 04:24 PM
Bowman Gary	President, CEO and Chairman	Apr 01 '24	Sale	34.00	61,765	2,100,010	1,418,338	Apr 02 04:24 PM
Bruen Michael	Chief Operating Officer	Apr 01 '24	Sale	34.00	11,764	399,976	414,310	Apr 02 04:28 PM
Bowman Gary	President, CEO and Chairman	Mar 27 '24	Sale	35.35	6,250	220,938	1,091,930	Mar 28 05:34 PM
Bowman Gary	President, CEO and Chairman	Mar 27 '24	Sale	35.35	2,500	88,375	1,480,103	Mar 28 05:34 PM
Bowman Gary	President, CEO and Chairman	Mar 26 '24	Sale	39.59	6,250	247,438	1,098,180	Mar 28 05:34 PM
Bowman Gary	President, CEO and Chairman	Mar 26 '24	Sale	39.59	2,500	98,975	1,482,603	Mar 28 05:34 PM
Labovitz Bruce J	Chief Financial Officer	Mar 21 '24	Sale	41.83	10,000	418,300	293,288	Mar 21 05:54 PM
Labovitz Bruce J	Chief Financial Officer	Mar 19 '24	Sale	37.43	2,500	93,575	303,288	Mar 21 05:54 PM
Hickey Robert Alan	Chief Legal Officer	Mar 18 '24	Sale	38.94	8,000	311,480	214,403	Mar 20 05:15 PM
Bruen Michael	Chief Operating Officer	Mar 05 '24	Sale	33.52	5,000	167,600	436,074	Mar 06 05:48 PM
Bowman Gary	President, CEO and Chairman	Feb 22 '24	Sale	33.89	2,500	84,725	1,104,430	Feb 23 04:33 PM
Bowman Gary	President, CEO and Chairman	Feb 22 '24	Sale	33.89	1,000	33,890	1,485,103	Feb 23 04:33 PM
Bowman Gary	President, CEO and Chairman	Feb 21 '24	Sale	34.45	2,500	86,125	1,106,930	Feb 23 04:33 PM
Bowman Gary	President, CEO and Chairman	Feb 21 '24	Sale	34.45	1,000	34,450	1,486,103	Feb 23 04:33 PM
Bruen Michael	Chief Operating Officer	Feb 14 '24	Sale	35.57	5,000	177,850	441,074	Feb 15 05:29 PM
Bowman Gary	President, CEO and Chairman	Jan 23 '24	Sale	31.13	5,000	155,650	970,906	Jan 23 05:22 PM
Bowman Gary	President, CEO and Chairman	Jan 23 '24	Sale	31.13	1,500	46,695	1,487,103	Jan 23 05:22 PM
Bowman Gary	President, CEO and Chairman	Jan 22 '24	Sale	31.08	5,000	155,400	975,906	Jan 23 05:22 PM
Bowman Gary	President, CEO and Chairman	Jan 22 '24	Sale	31.08	1,500	46,620	1,488,603	Jan 23 05:22 PM
Labovitz Bruce J	Chief Financial Officer	Jan 17 '24	Sale	30.77	5,000	153,850	265,938	Jan 19 04:31 PM
Bruen Michael	Chief Operating Officer	Jan 10 '24	Sale	31.61	5,000	158,050	413,664	Jan 12 04:44 PM
Bowman Gary	President, CEO and Chairman	Dec 21 '23	Sale	32.88	5,000	164,400	980,906	Dec 22 05:08 PM
Bowman Gary	President, CEO and Chairman	Dec 21 '23	Sale	32.87	2,500	82,175	1,490,103	Dec 22 05:08 PM
Bowman Gary	President, CEO and Chairman	Dec 20 '23	Sale	33.04	5,000	165,200	985,906	Dec 22 05:08 PM
Bowman Gary	President, CEO and Chairman	Dec 20 '23	Sale	33.03	2,500	82,575	1,492,603	Dec 22 05:08 PM
Labovitz Bruce J	Chief Financial Officer	Dec 19 '23	Sale	34.07	1,009	34,377	273,883	Dec 20 05:02 PM
Hickey Robert Alan	Chief Legal Officer	Dec 18 '23	Sale	32.49	8,000	259,920	196,298	Dec 20 05:00 PM
Labovitz Bruce J	Chief Financial Officer	Dec 18 '23	Sale	32.56	5,000	162,800	274,892	Dec 20 05:02 PM
Bruen Michael	Chief Operating Officer	Dec 13 '23	Sale	31.64	5,000	158,200	421,523	Dec 14 05:00 PM
Bruen Michael	Chief Operating Officer	Nov 15 '23	Sale	29.11	5,000	145,550	426,523	Nov 16 04:48 PM
Bruen Michael	Chief Operating Officer	Oct 11 '23	Sale	27.72	5,000	138,600	431,523	Oct 13 04:55 PM
Hickey Robert Alan	Chief Legal Officer	Sep 18 '23	Sale	26.77	8,000	214,120	204,298	Sep 20 04:56 PM
Bruen Michael	Chief Operating Officer	Sep 13 '23	Sale	26.67	5,000	133,350	436,523	Sep 15 05:38 PM
Bowman Gary	President, CEO and Chairman	Sep 05 '23	Sale	28.67	7,500	215,000	1,017,702	Sep 06 04:54 PM
Bowman Gary	President, CEO and Chairman	Sep 05 '23	Sale	28.68	5,000	143,400	1,495,103	Sep 06 04:54 PM
Bowman Gary	President, CEO and Chairman	Sep 01 '23	Sale	28.59	7,500	214,450	1,025,202	Sep 06 04:54 PM
Bowman Gary	President, CEO and Chairman	Sep 01 '23	Sale	28.59	5,000	142,950	1,500,103	Sep 06 04:54 PM
Mulroy Patricia	Director	Aug 23 '23	Sale	29.55	500	14,775	16,742	Aug 24 05:12 PM
Labovitz Bruce J	Chief Financial Officer	Aug 22 '23	Sale	29.38	7,500	220,350	279,892	Aug 24 05:14 PM
Bruen Michael	Chief Operating Officer	Aug 08 '23	Sale	31.69	2,500	79,225	451,523	Aug 08 05:31 PM
Bowman Gary	President, CEO and Chairman	Aug 01 '23	Sale	33.94	5,000	169,700	1,032,702	Aug 03 04:55 PM
Bruen Michael	Chief Operating Officer	Jul 18 '23	Sale	33.07	6,500	214,955	454,023	Jul 20 05:08 PM
Bruen Michael	Chief Operating Officer	Jul 06 '23	Sale	30.87	2,500	77,175	460,523	Jul 07 04:55 PM
Bowman Gary	President, CEO and Chairman	Jul 05 '23	Sale	31.59	3,750	118,462	1,037,702	Jul 07 04:59 PM
Bowman Gary	President, CEO and Chairman	Jul 03 '23	Sale	32.23	1,250	40,287	1,041,452	Jul 07 04:57 PM
Mulroy Patricia	Director	Jun 12 '23	Sale	30.01	2,225	66,772	17,242	Jun 13 05:16 PM
Bruen Michael	Chief Operating Officer	Jun 08 '23	Sale	28.62	2,500	71,550	463,023	Jun 09 04:55 PM
Bowman Gary	President, CEO and Chairman	Jun 02 '23	Sale	27.76	7,500	208,225	1,042,702	Jun 02 06:10 PM
Bowman Gary	President, CEO and Chairman	Jun 02 '23	Sale	27.75	5,000	138,750	1,505,103	Jun 02 06:10 PM
Hickey Robert Alan	Chief Legal Officer	Jun 01 '23	Sale	26.81	8,000	214,480	212,298	Jun 09 04:56 PM
Bowman Gary	President, CEO and Chairman	Jun 01 '23	Sale	26.92	7,500	201,875	1,050,202	Jun 02 06:10 PM
Bowman Gary	President, CEO and Chairman	Jun 01 '23	Sale	26.91	5,000	134,550	1,510,103	Jun 02 06:10 PM
Bruen Michael	Chief Operating Officer	May 23 '23	Sale	27.81	6,500	180,765	465,523	May 24 05:05 PM
Labovitz Bruce J	Chief Financial Officer	May 22 '23	Sale	27.53	3,000	82,590	287,392	May 24 05:01 PM
Bruen Michael	Chief Operating Officer	May 08 '23	Sale	29.45	2,500	73,625	480,814	May 10 05:22 PM

Open in Screener

CMA

Comerica, Inc.

May 06 • 04:00PM ET

53.89

Dollar change +0.82
Percentage change 1.55	%

Financial • Banks - Regional • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VB VOO SCHD DVY VBR RSP IVV SDVY DFAT

Index	S&P 500	P/E	10.69	EPS (ttm)	5.04	Insider Own	0.87%	Shs Outstand	131.90M	Perf Week	4.80%
Market Cap	7.15B	Forward P/E	8.83	EPS next Y	6.11	Insider Trans	-1.02%	Shs Float	131.44M	Perf Month	2.37%
Income	668.00M	PEG	-	EPS next Q	1.22	Inst Own	80.68%	Short Float	3.53%	Perf Quarter	7.01%
Sales	5.25B	P/S	1.36	EPS this Y	-22.53%	Inst Trans	1.05%	Short Ratio	2.29	Perf Half Y	27.76%
Book/sh	42.69	P/B	1.26	EPS next Y	22.38%	ROA	0.81%	Short Interest	4.65M	Perf Year	72.67%
Cash/sh	-	P/C	-	EPS next 5Y	-10.70%	ROE	11.47%	52W Range	28.40 - 57.39	Perf YTD	-3.44%
Dividend Est.	2.85 (5.29%)	P/FCF	17.34	EPS past 5Y	-2.20%	ROI	5.07%	52W High	-6.10%	Beta	1.28
Dividend TTM	2.84 (5.27%)	Quick Ratio	-	Sales past 5Y	9.65%	Gross Margin	-	52W Low	89.75%	ATR (14)	1.53
Dividend Ex-Date	Jun 14, 2024	Current Ratio	0.23	EPS Y/Y TTM	-47.26%	Oper. Margin	17.66%	RSI (14)	59.38	Volatility	2.72% 2.77%
Employees	7863	Debt/Eq	1.18	Sales Y/Y TTM	27.26%	Profit Margin	12.73%	Recom	2.65	Target Price	59.29
Option/Short	Yes / Yes	LT Debt/Eq	1.18	EPS Q/Q	-58.98%	Payout	44.23%	Rel Volume	0.78	Prev Close	53.07
Sales Surprise	-2.76%	EPS Surprise	-10.53%	Sales Q/Q	5.57%	Earnings	Apr 18 BMO	Avg Volume	2.03M	Price	53.89
SMA20	4.05%	SMA50	4.47%	SMA200	10.39%	Trades		Volume	1,836,774	Change	1.55%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-24	Downgrade	Citigroup	Buy → Neutral	$56
Apr-10-24	Initiated	Deutsche Bank	Hold	$59
Feb-27-24	Downgrade	DA Davidson	Buy → Neutral	$63 → $56
Jan-29-24	Downgrade	Argus	Buy → Hold
Jan-22-24	Downgrade	Raymond James	Outperform → Mkt Perform
Jan-04-24	Upgrade	Goldman	Neutral → Buy	$70.50
Dec-12-23	Downgrade	JP Morgan	Overweight → Neutral	$57
Nov-03-23	Downgrade	Wedbush	Outperform → Neutral	$47 → $45
Oct-05-23	Downgrade	Raymond James	Strong Buy → Outperform	$57 → $53
Sep-26-23	Downgrade	Odeon	Buy → Hold	$46
Jun-05-23	Upgrade	Odeon	Hold → Buy	$47.24
May-05-23	Upgrade	JP Morgan	Neutral → Overweight	$46
May-03-23	Downgrade	Wolfe Research	Outperform → Peer Perform
Apr-06-23	Upgrade	Raymond James	Outperform → Strong Buy	$84 → $57
Apr-06-23	Downgrade	JP Morgan	Overweight → Neutral	$75 → $44
Mar-15-23	Initiated	UBS	Buy	$68
Mar-13-23	Downgrade	Odeon	Buy → Hold
Feb-15-23	Downgrade	Piper Sandler	Overweight → Neutral	$77 → $82
Jan-10-23	Upgrade	Odeon	Hold → Buy	$76.36
Dec-21-22	Upgrade	DA Davidson	Neutral → Buy	$78 → $80

Show Previous Ratings

May-06-24 05:27AM	Citigroup Downgrades Comerica to Neutral From Buy, Adjusts Price Target to $56 From $60 (MT Newswires)
May-01-24 10:18AM	Comerica Bank Appoints Floyd Kessler New Executive Vice President, Chief Business Risk and Controls Officer (PR Newswire)
Apr-30-24 05:24PM	Comerica Bank, Network for Teaching Entrepreneurship Launch National Partnership (PR Newswire)
Apr-26-24 07:00PM	Insider Sell: EVP Cassandra Mckinney Sells 7,271 Shares of Comerica Inc (CMA) (GuruFocus.com)
04:27PM	Comerica Insider Sold Shares Worth $382,382, According to a Recent SEC Filing (MT Newswires)
01:40PM	Loading…
01:40PM	Why Bigger Increasingly Means Better In US Banking (Investopedia)
06:17AM	Piper Sandler Adjusts Price Target on Comerica to $56 From $54 (MT Newswires)
Apr-24-24 11:17AM	Ameriprise Financial, Inc. (NYSE:AMP) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-23-24 04:20PM	Comerica Announces Results from Annual Shareholders' Meeting (PR Newswire)
04:18PM	Zions, Comerica foresee turnaround on loan growth in late 2024 (American Banker)
Apr-22-24 06:18PM	Comerica Declares Common and Preferred Stock Dividends (PR Newswire)
Apr-21-24 10:44AM	10 Best Dividend Leaders to Buy According to Analysts (Insider Monkey)
Apr-19-24 09:24AM	Comerica Incorporated (NYSE:CMA) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:01AM	Comerica Inc (CMA) Q1 2024 Earnings Call Transcript Highlights: Navigating Challenges with ... (GuruFocus.com)
Apr-18-24 11:05PM	Q1 2024 Comerica Inc Earnings Call (Thomson Reuters StreetEvents)
06:35PM	Loading…
06:35PM	Stocks Close Lower As Middle East Tensions Rise Again; Nvidia Tests Key Level (Investor's Business Daily)
04:05PM	Stock Market Today: Gains Slip As Middle East Tensions Rise Again; Nvidia Tests Key Level (Investor's Business Daily)
12:31PM	Comerica (CMA) Q1 Earnings Beat Estimates, Revenues Fall Y/Y (Zacks)
12:19PM	Stock Market Today Reverses Higher As Nvidia Tests Key Level, Taiwan Semiconductor Triggers Sell Rule (Investor's Business Daily)
11:25AM	Stock Market Today: Dow Jones Up As Nvidia Tests Key Level, Taiwan Semiconductor Triggers Sell Rule (Investor's Business Daily)
10:52AM	CMA Stock Earnings: Comerica Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:42AM	Regional Bank Earnings: KeyCorp, Comerica, Ally Report Profit Drops (The Wall Street Journal)
09:30AM	Comerica (CMA) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
08:41AM	WRAPUP 1-KeyCorp, Comerica join major lenders in flagging hit to interest income (Reuters)
07:55AM	Comerica quarterly profit slumps on weaker interest income (Reuters)
07:39AM	Comerica stock outperforms peers after profit beat (Reuters)
06:34AM	Comerica Reports First Quarter 2024 Earnings Results (PR Newswire)
Apr-17-24 09:43AM	Should You Buy Comerica (CMA) Ahead of Earnings? (Zacks)
Apr-15-24 09:19AM	Curious about Comerica (CMA) Q1 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Apr-11-24 05:25PM	$100,000 Comerica Hatch Detroit Contest by TechTown announces Top 10 semifinalist businesses (PR Newswire)
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10:00AM	Earnings Preview: Comerica Incorporated (CMA) Q1 Earnings Expected to Decline (Zacks)
Apr-05-24 12:10PM	Will Comerica (CMA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Mar-21-24 05:45PM	Comerica Bank Earns 2024 Top Workplaces USA Award by Energage (PR Newswire)
11:26AM	Should You Watch Comerica (CMA) for Its Solid Dividend Yields? (Zacks)
10:28AM	Comerica (CMA) Thrives on Loan Growth Amid Rising Expenses (Zacks)
Mar-18-24 10:45AM	20 Safest Places To Retire in the US (Insider Monkey)
10:35AM	Comerica Bank Names Larry Franco Executive Vice President, National Director of Retail Banking & Operations (PR Newswire)
Mar-14-24 04:25PM	Comerica Bank Appoints Tim Maiden as Group Manager of Southern Dallas Business Banking Team (PR Newswire)
10:05AM	Comerica Bank Reveals Largest, State-of-the-Art Comerica CoWorkSpaces at The Star in Frisco (PR Newswire)
06:51AM	What Makes Comerica Incorporated (CMA) an Unusual Super Regional Bank? (Insider Monkey)
Mar-13-24 12:58PM	Comerica Bank to hold Sixth Annual Prom Dress Drive, Benefiting Jackets for Jobs (PR Newswire)
Mar-12-24 11:21AM	Analyst Report: Comerica Incorporated (Morningstar Research)
Mar-06-24 03:37AM	5 Best March Dividend Stocks To Buy (Insider Monkey)
Mar-01-24 10:34AM	Regional Bank Stocks Fall After NYCB Fans Fears (The Wall Street Journal)
Feb-29-24 11:21AM	Daktronics, Inc. (NASDAQ:DAKT) Q3 2024 Earnings Call Transcript (Insider Monkey)
10:15AM	Comerica Bank Achieves 'Outstanding' Rating in Community Reinvestment Act Evaluation by the Federal Reserve Board (PR Newswire)
Feb-27-24 04:15PM	Comerica Declares Common and Preferred Stock Dividends (PR Newswire)
Feb-26-24 04:25PM	Comerica to Participate in 2024 RBC Capital Markets Global Financial Institutions Conference; Announces Details for Conference Call to Review First Quarter 2024 Earnings (PR Newswire)
Feb-25-24 06:56AM	13 Best Bank Stocks To Invest In For Long-Term (Insider Monkey)
Feb-15-24 02:04AM	EVP Wendy Bridges Sells 3,034 Shares of Comerica Inc (CMA) (GuruFocus.com)
Feb-07-24 06:45PM	Analyst Report: Comerica Incorporated (Morningstar Research)
Feb-06-24 01:35PM	Lawsuit Update: Investors in Comerica Incorporated (NYSE: CMA) shares should contact the Shareholders Foundation (GlobeNewswire)
Feb-02-24 04:28PM	Three-Stock Lunch: Meta, Comerica and McDonald's (CNBC TV)
Jan-30-24 05:39PM	3 Bank Stocks You Need to Sell Immediately (InvestorPlace)
Jan-26-24 12:55AM	Q4 2023 Ameriprise Financial Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-25-24 04:36PM	Comerica Bank's North Texas Prom Dress Drive Returns in February (PR Newswire)
Jan-24-24 04:37AM	Comerica lays off 250, closes 26 branches (Banking Dive)
Jan-23-24 08:32AM	Comerica Incorporated (NYSE:CMA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-22-24 06:27PM	Comerica Bank's California Index's Growth Stalled in the Fall (PR Newswire)
06:05PM	Comerica Bank's Texas Index Rose in October (PR Newswire)
05:45PM	Comerica Bank's Michigan Index Rebounded in October Despite the UAW Strike (PR Newswire)
Jan-19-24 10:05PM	Q4 2023 Comerica Inc Earnings Call (Thomson Reuters StreetEvents)
03:05PM	Analyst Report: Comerica Incorporated (Morningstar Research)
01:53PM	Comerica's (CMA) Q4 Earnings Beat Estimates, NII Declines Y/Y (Zacks)
09:43AM	Profit Drops at Comerica, Regions, Fifth Third, Huntington (The Wall Street Journal)
09:30AM	Here's What Key Metrics Tell Us About Comerica Incorporated (CMA) Q4 Earnings (Zacks)
07:55AM	Comerica Incorporated (CMA) Beats Q4 Earnings Estimates (Zacks)
07:07AM	Comerica Inc (CMA) Reports Mixed Results Amid Strategic Shifts and Economic Uncertainty (GuruFocus.com)
06:41AM	Comerica Reports Fourth Quarter and Full-Year 2023 Earnings Results (PR Newswire)
03:13AM	Macy's, Ford, Chegg fall premarket; Spirit Airlines, iRobot rise (Investing.com)
Jan-18-24 06:03PM	Existing home sales, Fedspeak, regional banks: What to Watch (Yahoo Finance Video)
Jan-17-24 05:51AM	Goldman Sachs Says the Bull Run in Equity Markets May Sustain Here Are 3 Stocks to Bet On (TipRanks)
Jan-15-24 10:48AM	Countdown to Comerica Incorporated (CMA) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Jan-12-24 10:00AM	Earnings Preview: Comerica Incorporated (CMA) Q4 Earnings Expected to Decline (Zacks)
08:46AM	Fall in NII, High Costs to Hurt Comerica (CMA) in Q4 Earnings (Zacks)
08:00AM	Warren Buffett-Backed Stock, More Banks On Earnings Calendar (Investor's Business Daily)
Jan-08-24 11:04AM	Analysis-US regional bank profits to be squeezed by pressure to pay for deposits (Reuters)
Jan-03-24 12:10PM	Will Comerica Incorporated (CMA) Beat Estimates Again in Its Next Earnings Report? (Zacks)
09:00AM	$100,000 Comerica Hatch Detroit Contest by TechTown returns to find Detroit's next winning brick-and-mortar small business (PR Newswire)
05:10AM	3 Financial Stocks Set to Outperform the Market in 2024 (InvestorPlace)
Dec-27-23 01:46PM	Is Comerica a Stock You Can Bank On? (TheStreet.com)
Dec-19-23 12:36PM	3 Sleeper Stocks Youll Regret Not Buying Soon: December Edition (InvestorPlace)
03:47AM	5 Highest Dividend Stocks on Cash App (Insider Monkey)
Dec-15-23 04:51PM	Buy Comerica, skip Bank of America: Good Buy or Goodbye (Yahoo Finance Video)
Dec-14-23 07:14PM	Comerica Incorporated (CMA) Soars 7.1%: Is Further Upside Left in the Stock? (Zacks) +7.09%
01:39PM	Final Trades: Zoom, Comerica and Paramount (CNBC TV)
09:50AM	Comerica Bank Exceeds Three-Year, $5 Billion Small Business Lending Commitment (PR Newswire)
Dec-07-23 11:06AM	Comerica (CMA) Reports Decline in Average Loans & Deposits (Zacks)
09:53AM	Detroit Lions, Comerica Bank Collaboration Returns to 'Double the Impact' for My Cause My Cleats Campaign (PR Newswire)
Dec-06-23 11:09AM	Texas Bank Overdraws Its Own Accounts After Messy Tech Update (The Wall Street Journal)
Dec-04-23 03:44PM	Organic Growth Supports Comerica (CMA), High Expenses Hurt (Zacks)
Dec-01-23 07:21PM	Analyst Report: Comerica Incorporated (Morningstar Research) +6.59%
03:39PM	Final Trades: Comerica, Humana, Cleveland-Cliffs (CNBC TV)
Nov-30-23 02:20PM	Analyst Report: Comerica Incorporated (Morningstar Research)
Nov-27-23 01:04PM	Should You Retain Comerica (CMA) for Its 6.49% Dividend Yield? (Zacks)
Nov-21-23 04:15PM	Comerica to Participate in Goldman Sachs 2023 US Financial Services Conference; Announces Details for Conference Call to Review Fourth Quarter 2023 Earnings (PR Newswire)
Nov-17-23 02:57PM	Top 5 Lowest P/E Ratios of the S&P 500 (Insider Monkey)
Nov-16-23 06:00AM	The 3 Best Bank Stocks to Survive Higher Yields (InvestorPlace)
Nov-13-23 11:00AM	Parties Close Arrangement for Ameriprise to Become Comericas New Investment Program Provider (Business Wire)
Nov-09-23 07:00AM	Comerica Incorporated Names Brian Goldman Chief Risk Officer (PR Newswire)

Comerica, Inc. engages in the provision of financial services. It operates through the following segments: Commercial Bank, Retail Bank, Wealth Management, Finance, and Other. The Commercial Bank segment offers various products and services, including commercial loans and lines of credit, deposits, cash management, capital market products, international trade finance, letters of credit, foreign exchange management services, and loan syndication services. The Retail Bank segment includes personal financial services, consisting of consumer lending, consumer deposit gathering and mortgage loan origination, and offers consumer products, including deposit accounts, installment loans, credit cards, student loans, home equity lines of credit, and residential mortgage loans. The Wealth Management segment offers fiduciary services, private banking, retirement services, investment management and advisory services, investment banking, and brokerage services. The Finance segment includes the corporation's securities portfolio and asset and liability management activities. The Other segment includes the income and expense impact of equity and cash, tax benefits, charges of an unusual or infrequent nature that are not reflective of the normal operations, and miscellaneous other expenses of a corporate nature. The company was founded in 1973 and is headquartered in Dallas, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McKinney Cassandra M.	EVP	Apr 24 '24	Sale	52.59	7,271	382,382	7,236	Apr 26 04:20 PM
Bridges Wendy	EVP	Feb 12 '24	Option Exercise	32.97	942	31,058	20,494	Feb 14 04:20 PM
Bridges Wendy	EVP	Feb 12 '24	Sale	52.74	3,034	160,012	17,460	Feb 14 04:20 PM
McKinney Cassandra M.	EVP	Jan 29 '24	Sale	54.64	1,616	88,293	8,314	Jan 31 12:26 PM
Moore Christine M	EVP and General Auditor	Jan 11 '24	Option Exercise	49.51	2,205	109,170	25,885	Jan 16 05:36 PM

Open in Screener

LOCL

Local Bounti Corp

May 06 • 04:00PM ET

3.05

Dollar change +0.44
Percentage change 16.86	%

Consumer Defensive • Farm Products • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

LOCL Local Bounti Corp daily Stock Chart

Held by: VTI VXF

Index	-	P/E	-	EPS (ttm)	-12.71	Insider Own	62.19%	Shs Outstand	8.31M	Perf Week	-1.29%
Market Cap	25.74M	Forward P/E	-	EPS next Y	-4.68	Insider Trans	-0.07%	Shs Float	3.19M	Perf Month	19.14%
Income	-124.02M	PEG	-	EPS next Q	-2.15	Inst Own	10.82%	Short Float	2.50%	Perf Quarter	44.55%
Sales	27.56M	P/S	0.93	EPS this Y	49.87%	Inst Trans	-	Short Ratio	5.92	Perf Half Y	29.79%
Book/sh	1.84	P/B	1.66	EPS next Y	40.13%	ROA	-37.55%	Short Interest	0.08M	Perf Year	-53.72%
Cash/sh	2.00	P/C	1.52	EPS next 5Y	-	ROE	-181.57%	52W Range	1.17 - 7.18	Perf YTD	47.34%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-36.20%	52W High	-57.54%	Beta	2.59
Dividend TTM	-	Quick Ratio	0.71	Sales past 5Y	1496.93%	Gross Margin	-26.86%	52W Low	160.59%	ATR (14)	0.28
Dividend Ex-Date	-	Current Ratio	0.84	EPS Y/Y TTM	6.44%	Oper. Margin	-263.55%	RSI (14)	59.30	Volatility	13.73% 10.26%
Employees	301	Debt/Eq	21.44	Sales Y/Y TTM	41.51%	Profit Margin	-450.03%	Recom	1.00	Target Price	8.00
Option/Short	No / Yes	LT Debt/Eq	21.44	EPS Q/Q	-110.13%	Payout	-	Rel Volume	1.17	Prev Close	2.61
Sales Surprise	-21.08%	EPS Surprise	-154.72%	Sales Q/Q	3.43%	Earnings	Mar 27 BMO	Avg Volume	13.50K	Price	3.05
SMA20	16.25%	SMA50	13.79%	SMA200	12.35%	Trades		Volume	15,321	Change	16.86%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-20-22	Initiated	Morgan Stanley	Equal-Weight	$8.50
Jan-04-22	Initiated	Deutsche Bank	Buy	$9
Dec-22-21	Initiated	Oppenheimer	Outperform	$11
Dec-21-21	Initiated	ROTH Capital	Buy	$8

May-06-24 05:07PM	Local Bounti to Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 (PR Newswire) +16.86%
Apr-23-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Pasco, Washington with Ribbon Cutting Ceremony (PR Newswire) +16.86%
Apr-05-24 04:30PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) -9.86%
Mar-30-24 09:47AM	Local Bounti Corporation (NYSE:LOCL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-27-24 11:52AM	LOCL Stock Earnings: Local Bounti Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
08:25AM	Loading…
08:25AM	Local Bounti Corporation (LOCL) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces Full Year 2023 Financial Results (PR Newswire)
Mar-26-24 08:00AM	Local Bounti to Release Full Year 2023 Financial Results on Wednesday, March 27, 2024 (PR Newswire)
Feb-21-24 08:00AM	Local Bounti Receives Patent for Stack & Flow Technology (PR Newswire)
Jan-24-24 09:18AM	Local Bounti Amends Cargill Credit Facility and Receives Funds for Working Capital (PR Newswire) +9.05%
Dec-15-23 08:00AM	Local Bounti Announces Leadership Transition and Provides Business Update (PR Newswire)
Oct-30-23 04:05PM	Local Bounti Announces Third Quarter 2023 Financial Results (PR Newswire)
08:00AM	Local Bounti to Release Third Quarter 2023 Financial Results on Monday, October 30, 2023 (PR Newswire)
Aug-09-23 07:15AM	Local Bounti Announces Second Quarter 2023 Financial Results (PR Newswire)
Jul-26-23 08:00AM	Local Bounti to Release Second Quarter 2023 Financial Results on Wednesday, August 9, 2023 (PR Newswire)
08:00AM	Loading…
May-31-23 08:00AM	Local Bounti Becomes First Indoor Grower to Offer Salads with Chicken in Expansion of Popular Grab & Go Salad Kit Lineup (PR Newswire)
May-25-23 06:49PM	High-Tech Farm Startups Are Laid Low by Financing Drought, Pests (The Wall Street Journal) -5.76%
05:00PM	Local Bounti Announces Executive Transition, Names Anna Fabrega as CEO as Company Scales Sustainable Growing Technologies (PR Newswire)
May-10-23 07:15AM	Local Bounti Announces First Quarter 2023 Financial Results (PR Newswire)
May-03-23 08:30AM	Local Bounti Completes Sale-leaseback Transaction, Provides Approximately $35 Million of Non-Dilutive Cash (PR Newswire)
Apr-27-23 04:05PM	Local Bounti to Release First Quarter 2023 Financial Results on Wednesday, May 10, 2023 (PR Newswire)
Mar-30-23 05:00AM	CapitalGainsReport: Stocks Under $2 Making Headlines (GROM, LOCL, TIVC, NKLA) (News Direct)
Mar-29-23 07:16AM	Local Bounti Secures up to $145 Million of Additional Financing to Support Growth (PR Newswire) +46.86%
07:15AM	Local Bounti Announces Full Year 2022 Financial Results (PR Newswire)
Mar-21-23 08:00AM	Local Bounti Welcomes Jennifer Carr-Smith to its Board of Directors (PR Newswire) -17.09%
Mar-17-23 08:31AM	Local Bounti Amends Credit Agreement to Provide Additional Flexibility and Provides Select Preliminary and Unaudited Fiscal 2022 Performance (PR Newswire) +110.65%
08:30AM	Local Bounti to Release Fiscal Full Year 2022 Financial Results on Wednesday, March 29, 2023 (PR Newswire)
Mar-03-23 04:10PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) +5.03%
Jan-11-23 08:00AM	Local Bounti Introduces Asian Style Chicken Lettuce Wrap Kit Featuring Greenhouse-Grown Living Butter Lettuce (PR Newswire)
Jan-04-23 08:00AM	Local Bounti Breaks Ground at New High-Tech Controlled Environment Agriculture Facility in Texas to Support Growing Demand (PR Newswire)
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Nov-10-22 07:15AM	Local Bounti Announces Third Quarter 2022 Financial Results (PR Newswire) +11.51%
Nov-07-22 08:00AM	Local Bounti Announces Partnership with Sam's Club to Deliver Fresh Produce in New Regions (PR Newswire)
Nov-03-22 08:00AM	Local Bounti to Release Third Quarter 2022 Financial Results on Thursday, November 10, 2022 (PR Newswire)
Oct-24-22 08:30AM	Local Bounti Announces PIPE Financing to Support Long-term Growth Strategy (PR Newswire)
Oct-19-22 08:00AM	Local Bounti to Showcase New Restaurant Quality, Grab-And-Go Salads at IFPA Global Produce Show (PR Newswire)
Oct-11-22 08:00AM	Local Bounti Launches Restaurant Quality, Grab-And-Go Salads with Longer-Lasting Lettuce (PR Newswire)
Sep-06-22 09:15AM	Local Bounti Named Global Sustainability Leader by Business Intelligence Group (PR Newswire) -5.44%
Aug-15-22 07:15AM	Local Bounti Announces Second Quarter 2022 Financial Results (PR Newswire) -5.61%
Aug-08-22 08:00AM	Local Bounti to Release Second Quarter 2022 Financial Results on Monday, August 15, 2022 (PR Newswire) -6.93%
Jul-14-22 08:00AM	Local Bounti Completes Construction of and Opens New High-Tech Controlled Environment Agriculture Facility in Georgia to Support Growing Demand (PR Newswire)
Jul-01-22 08:27AM	Bullish insiders bet US$1.7m on Local Bounti Corporation (NYSE:LOCL) (Simply Wall St.)
Jun-27-22 08:00AM	Local Bounti Joins the Russell 2000® Index (PR Newswire)
Jun-01-22 08:00AM	Local Bounti to Participate in the Cowen 2nd Annual Sustainability & Energy Transition Summit (PR Newswire)
May-12-22 11:14AM	Looking for Hot Stocks? This Top Analyst Offers 2 Names That Are Poised to Double (TipRanks) +12.45%
May-11-22 08:00AM	Local Bounti to Participate in the BMO Global Farm to Market Conference (PR Newswire)
May-09-22 04:05PM	Local Bounti Announces First Quarter 2022 Financial Results (PR Newswire)
Apr-28-22 08:00AM	Local Bounti® Issues Full Year 2021 Sustainability Report (PR Newswire) -8.39%
Apr-25-22 08:00AM	Local Bounti® to Release First Quarter 2022 Financial Results on Monday, May 9, 2022 (PR Newswire) +5.15%
Apr-05-22 08:00AM	Local Bounti® Closes Acquisition of Pete's® (PR Newswire)
Mar-30-22 09:41PM	Freshlocal Reports Results of AGSM (PR Newswire)
Mar-22-22 09:47AM	Local Bounti Cracks the Code on Profitable Indoor Farming (IPO-Edge.com)
Mar-17-22 03:42PM	Freshlocal Secures New Funding from the Government of Canada Focused on Improving Grocery Services for Albertans (PR Newswire)
08:00AM	Local Bounti to Participate in the J.P. Morgan Global ESG Conference (PR Newswire)
Mar-15-22 08:03AM	Local Bounti Announces Full Year 2021 Results (PR Newswire) +14.04%
08:00AM	Local Bounti® to Acquire Pete's® for $122.5 Million Creating Leading CEA Operator with Largest National Retail Distribution Footprint (PR Newswire)
Mar-14-22 08:00AM	Local Bounti® to Release Fiscal Full Year 2021 Financial Results on Tuesday, March 15, 2022 (PR Newswire) -23.29%
Mar-08-22 05:24AM	What Type Of Shareholders Make Up Local Bounti Corporation's (NYSE:LOCL) Share Registry? (Simply Wall St.)
Jan-05-22 08:30AM	Local Bounti Issues Inaugural Corporate Sustainability Report (PR Newswire)
Jan-03-22 09:25AM	Buy These 2 Stocks Before They Jump Over 70%, Says Oppenheimer (TipRanks) +8.53%
Dec-08-21 10:15AM	Local Bounti Corp (LOCL) Co-CEO Travis M. Joyner Bought $284,584 of Shares (GuruFocus.com) -7.72%
08:32AM	Bullish Local Bounti Corporation (NYSE:LOCL) insiders filled their treasuries with US$1.3m worth of stock over last year (Simply Wall St.)
Dec-07-21 09:15AM	Local Bounti Corp (LOCL) Co-CEO Craig M. Hurlbert Bought $764,570 of Shares (GuruFocus.com) -6.63%
Oct-21-21 08:30AM	Local Bounti, Disruptive AgTech Company Redefining the Future of Farming, Announces Corporate Updates (PR Newswire)
Oct-20-21 04:29PM	Local Bounti, Disruptive AgTech Company Redefining the Future of Farming, and Leo Holdings III Corp Announce November 16, 2021 Extraordinary General Meeting to Approve Business Combination (PR Newswire)

Local Bounti Corp. operates as an advanced indoor growing facility. It is a premier Controlled Environment Agriculture (CEA) company redefining conversion efficiency and environmental, social and governance standards for indoor agriculture. The company was founded by Travis Joyner and Craig M. Hurlbert in August 2018 and is headquartered in Hamilton, MT.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Nelson Mark Joseph	Director	Apr 15 '24	Sale	2.31	660	1,528	30,388	Apr 17 05:14 PM
Nelson Mark Joseph	Director	Mar 13 '24	Sale	2.59	447	1,159	31,048	Mar 15 05:53 PM
VALIASEK KATHLEEN	Chief Financial Officer	Nov 13 '23	Buy	3.17	800	2,540	273,686	Nov 13 06:35 PM
VALIASEK KATHLEEN	Chief Financial Officer	Nov 10 '23	Buy	2.82	700	1,974	272,886	Nov 13 06:35 PM
Vosburg B. David	Chief Innovation Officer	Nov 09 '23	Sale	3.88	4,250	16,471	106,023	Nov 09 04:53 PM
VALIASEK KATHLEEN	Chief Financial Officer	Nov 06 '23	Buy	2.81	1,000	2,814	272,186	Nov 06 05:25 PM
VALIASEK KATHLEEN	Chief Financial Officer	Nov 03 '23	Buy	2.60	1,000	2,604	271,186	Nov 06 05:25 PM
Joyner Travis M.	Chief Technology Officer	Nov 02 '23	Buy	2.37	4,220	10,000	35,800	Nov 06 05:23 PM
VALIASEK KATHLEEN	Chief Financial Officer	Nov 02 '23	Buy	2.43	4,000	9,739	270,186	Nov 02 07:31 PM
FORST EDWARD C	Director	Nov 01 '23	Buy	1.78	10,000	17,800	46,499	Nov 01 07:39 PM
Joyner Travis M.	Chief Technology Officer	Nov 01 '23	Buy	1.89	5,298	10,000	31,580	Nov 02 07:30 PM
VALIASEK KATHLEEN	Chief Financial Officer	Nov 01 '23	Buy	1.99	2,650	5,267	266,186	Nov 02 07:31 PM
Fabrega Anna M.	Chief Executive Officer	Nov 01 '23	Buy	1.86	1,288	2,402	231,628	Nov 02 07:30 PM
Nordby Matthew	Director	Nov 01 '23	Buy	1.85	1,250	2,312	50,075	Nov 01 07:40 PM
Joyner Travis M.	Chief Technology Officer	Oct 31 '23	Buy	1.37	73,496	100,919	50,290	Nov 01 07:40 PM
Hurlbert Craig M.	SVP of Strategy	Oct 31 '23	Buy	1.35	54,785	73,905	1,177,386	Oct 31 07:16 PM
Hurlbert Craig M.	SVP of Strategy	Oct 31 '23	Buy	1.34	51,403	68,973	205,003	Oct 31 07:16 PM
Fabrega Anna M.	Chief Executive Officer	Oct 31 '23	Buy	1.33	18,801	24,985	230,340	Oct 31 07:15 PM
VALIASEK KATHLEEN	Chief Financial Officer	Oct 31 '23	Buy	1.38	7,000	9,630	263,536	Oct 31 07:14 PM
Nelson Mark Joseph	Director	Oct 13 '23	Sale	1.54	714	1,096	31,495	Oct 17 05:15 PM
Nelson Mark Joseph	Director	Jul 13 '23	Sale	3.07	705	2,164	32,209	Jul 14 04:20 PM
Nelson Mark Joseph	Director	Jun 20 '23	Sale	4.05	1,294	5,241	11,677	Jun 22 05:07 PM

Open in Screener

IDCC

Interdigital Inc

May 06 • 04:00PM ET

105.30

Dollar change +1.66
Percentage change 1.60	%

Technology • Software - Application • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM AVUV VXF VGT IJT VBR IWO

Index	RUT	P/E	15.47	EPS (ttm)	6.81	Insider Own	2.18%	Shs Outstand	25.58M	Perf Week	4.32%
Market Cap	2.66B	Forward P/E	24.02	EPS next Y	4.38	Insider Trans	-3.88%	Shs Float	24.68M	Perf Month	9.84%
Income	190.46M	PEG	0.78	EPS next Q	0.34	Inst Own	101.74%	Short Float	14.96%	Perf Quarter	2.32%
Sales	610.76M	P/S	4.35	EPS this Y	-25.88%	Inst Trans	-3.59%	Short Ratio	6.44	Perf Half Y	27.10%
Book/sh	24.55	P/B	4.29	EPS next Y	-22.38%	ROA	10.71%	Short Interest	3.69M	Perf Year	43.58%
Cash/sh	39.84	P/C	2.64	EPS next 5Y	19.90%	ROE	30.62%	52W Range	67.68 - 119.86	Perf YTD	-2.99%
Dividend Est.	1.43 (1.36%)	P/FCF	9.20	EPS past 5Y	32.83%	ROI	28.39%	52W High	-12.15%	Beta	1.37
Dividend TTM	1.55 (1.47%)	Quick Ratio	1.34	Sales past 5Y	12.50%	Gross Margin	73.08%	52W Low	55.59%	ATR (14)	2.18
Dividend Ex-Date	Apr 09, 2024	Current Ratio	1.34	EPS Y/Y TTM	18.88%	Oper. Margin	33.74%	RSI (14)	65.59	Volatility	2.53% 1.79%
Employees	450	Debt/Eq	1.00	Sales Y/Y TTM	9.29%	Profit Margin	31.18%	Recom	1.80	Target Price	122.50
Option/Short	Yes / Yes	LT Debt/Eq	0.07	EPS Q/Q	-19.60%	Payout	19.69%	Rel Volume	0.99	Prev Close	103.64
Sales Surprise	5.28%	EPS Surprise	5.01%	Sales Q/Q	30.23%	Earnings	May 02 BMO	Avg Volume	573.62K	Price	105.30
SMA20	7.08%	SMA50	3.46%	SMA200	10.55%	Trades		Volume	559,655	Change	1.60%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-01-24	Downgrade	BofA Securities	Buy → Underperform	$140 → $100
Aug-22-23	Resumed	William Blair	Outperform
May-10-23	Upgrade	BofA Securities	Neutral → Buy	$55 → $105
Jan-27-23	Initiated	William Blair	Outperform
Dec-09-22	Initiated	Jefferies	Buy	$80
Jul-25-22	Initiated	BofA Securities	Underperform	$60
Jul-16-20	Initiated	Oppenheimer	Outperform	$90
Aug-02-19	Reiterated	B. Riley FBR	Buy	$90 → $80
Jan-03-19	Resumed	Sidoti	Buy
Jun-12-18	Initiated	ROTH Capital	Buy	$104
Feb-23-18	Upgrade	Dougherty & Company	Neutral → Buy	$87
Feb-23-18	Reiterated	B. Riley FBR, Inc.	Buy	$100 → $94
Aug-08-17	Upgrade	Sidoti	Neutral → Buy
Apr-25-17	Initiated	The Benchmark Company	Hold
Feb-24-17	Reiterated	Barclays	Equal Weight	$94 → $88
Dec-07-16	Downgrade	Sidoti	Buy → Neutral
Oct-05-16	Downgrade	Dougherty & Company	Buy → Neutral
Sep-09-16	Reiterated	Barclays	Equal Weight	$65 → $75
Nov-11-15	Reiterated	Barclays	Equal Weight	$55 → $60
Sep-29-15	Initiated	Sidoti	Buy

Show Previous Ratings

May-03-24 10:30AM	InterDigital, Inc. (NASDAQ:IDCC) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:02AM	InterDigital (IDCC) Q1 Earnings Beat on Higher Revenues (Zacks)
03:46AM	InterDigital Inc (IDCC) Q1 2024 Earnings Call Transcript Highlights: Surpassing Expectations ... (GuruFocus.com)
01:20AM	Q1 2024 InterDigital Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-24 01:53PM	Sector Update: Tech Stocks Gain Thursday Afternoon (MT Newswires) +5.07%
12:53PM	Loading…
12:53PM	IDCC Stock Earnings: InterDigital Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
12:48PM	InterDigital Awarded Injunction Against Lenovo by German Court (MT Newswires)
12:26PM	InterDigital Shares Rise After Q1 Non-GAAP Earnings, Revenue Beat Estimates (MT Newswires)
10:30AM	InterDigital (IDCC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:45AM	InterDigital (IDCC) Beats Q1 Earnings and Revenue Estimates (Zacks)
08:42AM	InterDigital: Q1 Earnings Snapshot (Associated Press Finance)
08:30AM	InterDigital awarded injunction against Lenovo (GlobeNewswire)
08:30AM	InterDigital Announces Financial Results for First Quarter 2024 (GlobeNewswire)
Apr-29-24 04:00AM	InterDigital's Doug Castor Elected Co-Chair of the ATIS Next G Alliance Steering Group (GlobeNewswire)
Apr-25-24 04:00AM	New Report Pins 6G Success on Novel Benchmarks Extending Beyond Speed, Latency, and Mobility (GlobeNewswire)
08:30AM	Loading…
Apr-19-24 08:30AM	InterDigital Announces Date for First Quarter 2024 Financial Results (GlobeNewswire)
Apr-15-24 04:00AM	InterDigital and Concordia University Announce Research Collaboration on AI-enabled Immersive Media Delivery over 5G Networks (GlobeNewswire)
Apr-12-24 11:01AM	11 Oversold Value Stocks To Buy Now (Insider Monkey)
Apr-09-24 07:08AM	InterDigital Inc's Dividend Analysis (GuruFocus.com)
Apr-04-24 05:45PM	InterDigital (IDCC) Stock Moves -0.06%: What You Should Know (Zacks)
08:30AM	InterDigital Announces Convertibility of 3.50% Senior Convertible Notes Due 2027 (GlobeNewswire)
Apr-03-24 05:50PM	InterDigital (IDCC) Stock Dips While Market Gains: Key Facts (Zacks)
09:00AM	Investors Heavily Search InterDigital, Inc. (IDCC): Here is What You Need to Know (Zacks)
Mar-28-24 05:45PM	InterDigital (IDCC) Outperforms Broader Market: What You Need to Know (Zacks)
05:59AM	InterDigital (IDCC) Unveils Multiple Solutions at NAB 2024 (Zacks)
Mar-26-24 05:50PM	InterDigital (IDCC) Rises As Market Takes a Dip: Key Facts (Zacks)
04:00AM	InterDigital to Showcase Innovations in High Definition and Sustainable Video Streaming Alongside Partners at NAB 2024 (GlobeNewswire)
Mar-22-24 09:00AM	Here is What to Know Beyond Why InterDigital, Inc. (IDCC) is a Trending Stock (Zacks)
Mar-20-24 05:45PM	InterDigital (IDCC) Ascends But Remains Behind Market: Some Facts to Note (Zacks)
04:30PM	InterDigital Declares Regular Quarterly Cash Dividend (GlobeNewswire)
04:00AM	Loading…
04:00AM	InterDigital's Xiaofei Wang Appointed Chair of the IEEE 802.11 Artificial Intelligence and Machine Learning (AIML) Standing Committee (GlobeNewswire)
Mar-19-24 07:00PM	InterDigital Inc's Chief Licensing Officer Eeva Hakoranta Sells Company Shares (GuruFocus.com)
09:30AM	Wall Street Analysts Think InterDigital (IDCC) Is a Good Investment: Is It? (Zacks)
Mar-14-24 05:45PM	InterDigital (IDCC) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Mar-12-24 10:30AM	Sidoti Events, LLC's Virtual March Small-Cap Conference (ACCESSWIRE)
Mar-11-24 08:30AM	Interdigital to Speak at the 36th Annual Roth Conference (GlobeNewswire)
Mar-08-24 05:45PM	InterDigital (IDCC) Stock Moves -0.29%: What You Should Know (Zacks)
09:40AM	Are Investors Undervaluing InterDigital (IDCC) Right Now? (Zacks)
Mar-07-24 09:00AM	InterDigital, Inc. (IDCC) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Mar-05-24 04:00AM	InterDigital's Atle Monrad Elected Chair of 3GPP's SA6 Working Group (GlobeNewswire)
Mar-01-24 05:12AM	InterDigital (IDCC) Jumped on License Renewal (Insider Monkey)
Feb-22-24 04:30PM	InterDigital Honors Wireless and Video Innovation Leaders Michael Starsinic and Fabrice Le L annec as Inventors of the Year (GlobeNewswire)
09:00AM	InterDigital, Inc. (IDCC) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
Feb-21-24 11:00AM	Keysight and InterDigital to Demonstrate AI in 6G Systems at Mobile World Congress 2024 (Business Wire)
Feb-20-24 08:50AM	InterDigital (IDCC) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks) -5.49%
Feb-19-24 09:15AM	InterDigital, Inc. (IDCC) Hits Fresh High: Is There Still Room to Run? (Zacks)
04:00AM	At MWC, InterDigital to Showcase Innovation Empowering Connected Experiences 'At Work, At Rest, and At Play' (GlobeNewswire)
Feb-16-24 09:24AM	InterDigital, Inc. (NASDAQ:IDCC) Q4 2023 Earnings Call Transcript (Insider Monkey)
02:02AM	Q4 2023 InterDigital Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-15-24 05:53PM	InterDigital, IBD Stock Of The Day, Surprises With Big Beat-And-Raise Report (Investor's Business Daily) +11.01%
12:31PM	InterDigital (IDCC) Q4 Earnings Beat Despite Lower Revenues (Zacks)
10:30AM	InterDigital (IDCC) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
09:45AM	InterDigital (IDCC) Q4 Earnings and Revenues Top Estimates (Zacks)
09:08AM	InterDigital Q4 Results Top Estimates; Guides Q1, FY24 Well Above Estimates (RTT News)
08:59AM	InterDigital: Q4 Earnings Snapshot (Associated Press Finance)
08:56AM	InterDigital Inc (IDCC) Reports 20% Revenue Growth in 2023, Expands Margins and Returns Record ... (GuruFocus.com)
08:30AM	InterDigital Reports Fourth Quarter and Full Year 2023 Financial Results (GlobeNewswire)
Feb-13-24 08:18AM	InterDigital (IDCC) Aims to Develop Immersive Media Delivery (Zacks)
08:16AM	Will Top-Line Decline Hurt InterDigital (IDCC) Q4 Earnings? (Zacks)
04:00AM	InterDigital and Broadpeak Announce Collaboration on MPEG V3C Standardized Content Distribution At Scale (GlobeNewswire)
Feb-12-24 08:30AM	InterDigital appoints Ken Kaskoun as Chief Growth Officer (GlobeNewswire)
Feb-08-24 10:00AM	InterDigital (IDCC) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
09:30AM	Is It Worth Investing in InterDigital (IDCC) Based on Wall Street's Bullish Views? (Zacks)
Feb-07-24 05:45PM	InterDigital (IDCC) Stock Sinks As Market Gains: What You Should Know (Zacks)
Feb-05-24 08:30AM	InterDigital Announces Convertibility of 3.50% Senior Convertible Notes Due 2027 (GlobeNewswire)
Feb-01-24 05:45PM	InterDigital (IDCC) Stock Drops Despite Market Gains: Important Facts to Note (Zacks)
02:00PM	3 Once-in-a-Lifetime Next-Gen Telecom Stocks With Unprecedented Surge Potential (InvestorPlace)
08:50AM	Here's Why Momentum in InterDigital (IDCC) Should Keep going (Zacks)
Jan-31-24 12:00PM	InterDigital (IDCC) Moves to Strong Buy: Rationale Behind the Upgrade (Zacks)
Jan-25-24 05:45PM	InterDigital (IDCC) Rises But Trails Market: What Investors Should Know (Zacks)
09:00AM	Investors Heavily Search InterDigital, Inc. (IDCC): Here is What You Need to Know (Zacks)
Jan-24-24 04:00AM	InterDigital Joins Princeton University's NextG Corporate Program (GlobeNewswire)
Jan-20-24 08:55PM	The 3 Most Undervalued Tech Stocks to Buy in January (InvestorPlace)
Jan-19-24 05:45PM	InterDigital (IDCC) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
02:15PM	3 High-Potential Stocks That Can Turn $10K to $20K in 2024 (InvestorPlace)
Jan-17-24 12:10PM	Why InterDigital (IDCC) is Poised to Beat Earnings Estimates Again (Zacks)
10:48AM	InterDigital (IDCC) Preliminary Q4 Results Show Earnings Growth (Zacks)
Jan-16-24 05:50PM	InterDigital (IDCC) Rises As Market Takes a Dip: Key Facts (Zacks)
12:30PM	FB Financial, Restaurant Brands fall; Synopsys, InterDigital rise, Tuesday, 1/16/2024 (Associated Press Finance)
08:30AM	InterDigital Issues Preliminary Financial Results for Fourth Quarter 2023 and Outlook for First Quarter 2024 (GlobeNewswire)
04:00AM	InterDigital signs new license agreement with Samsung Electronics (GlobeNewswire)
Jan-11-24 08:30AM	InterDigital to Present at the 26th Annual Needham Growth Conference (GlobeNewswire)
Jan-10-24 08:48AM	InterDigital (IDCC) Inks Panasonic Patent License Renewal Deal (Zacks)
04:00AM	InterDigital renews license agreements with Panasonic Entertainment & Communication Co., Ltd. (GlobeNewswire)
Jan-09-24 05:45PM	InterDigital (IDCC) Falls More Steeply Than Broader Market: What Investors Need to Know (Zacks)
Jan-08-24 11:08AM	InterDigital Inc's Dividend Analysis (GuruFocus.com)
06:00AM	InterDigital awarded injunction against OPPO, Realme and OnePlus (GlobeNewswire)
Jan-04-24 08:33AM	InterDigital (IDCC) Up 119% in '23: A Repeat in Store in '24? (Zacks)
Jan-03-24 05:45PM	InterDigital (IDCC) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
Dec-29-23 10:11AM	The Next Big Thing: 3 Tech Stocks Ready for a 500% Leap by 2027 (InvestorPlace)
Dec-28-23 05:50PM	InterDigital (IDCC) Stock Dips While Market Gains: Key Facts (Zacks)
Dec-22-23 09:04AM	Jim Cramer Stock Portfolio: 12 Recent Additions (Insider Monkey)
Dec-20-23 12:00PM	InterDigital (IDCC) Is Up 2.49% in One Week: What You Should Know (Zacks)
Dec-18-23 08:50AM	Here's What Could Help InterDigital (IDCC) Maintain Its Recent Price Strength (Zacks)
Dec-15-23 09:30AM	Is InterDigital (IDCC) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Dec-13-23 09:40AM	Is InterDigital (IDCC) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Dec-08-23 08:15AM	Next Big Thing: 3 Stocks to Make You a Millionaire by 2030 (InvestorPlace)
Dec-07-23 08:25AM	InterDigital (IDCC) Raises Share Repurchase Tally to $300M (Zacks)
Dec-06-23 08:30AM	InterDigital Increases Share Repurchase Authorization to $300 Million (GlobeNewswire)
04:30AM	New Report Highlights Impact of HEVC Codec on Streaming Industry (GlobeNewswire)

InterDigital, Inc. is a global research and development company, which engages in the business of wireless, video, artificial intelligence, and related technologies. It focuses on the design and development of communications, and entertainment products and services. The company was founded by Sherwin I. Seligsohn in 1972 and is headquartered in Wilmington, DE.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Pankaj Rajesh	Chief Technology Officer	Apr 05 '24	Sale	95.33	650	61,964	64,939	Apr 05 04:18 PM
Hakoranta Eeva K.	Chief Licensing Officer	Apr 03 '24	Sale	95.77	699	66,943	29,984	Apr 05 08:34 AM
Hakoranta Eeva K.	Chief Licensing Officer	Mar 19 '24	Sale	103.17	3,910	403,395	32,778	Mar 19 04:35 PM
Schmidt Joshua D.	CLO & Corp Secretary	Mar 18 '24	Sale	103.95	1,411	146,673	24,690	Mar 19 04:38 PM
Pankaj Rajesh	Chief Technology Officer	Mar 05 '24	Sale	106.31	650	69,102	55,373	Mar 06 04:58 PM
BREZSKI RICHARD	Chief Financial Officer	Feb 21 '24	Sale	109.28	11,302	1,235,083	98,536	Feb 22 04:07 PM
Pankaj Rajesh	Chief Technology Officer	Feb 05 '24	Sale	103.87	650	67,516	56,023	Feb 07 08:43 AM
Schmidt Joshua D.	CLO & Corp Secretary	Jan 16 '24	Sale	107.74	336	36,201	18,267	Jan 17 04:01 PM
Pankaj Rajesh	Chief Technology Officer	Jan 05 '24	Sale	103.91	650	67,542	56,487	Jan 08 04:02 PM
Pankaj Rajesh	Chief Technology Officer	Dec 05 '23	Sale	101.68	650	66,092	57,137	Dec 06 04:16 PM
Schmidt Joshua D.	CLO & Corp Sec	Nov 22 '23	Sale	100.00	682	68,200	18,446	Nov 24 08:18 AM
Pankaj Rajesh	Chief Technology Officer	Nov 06 '23	Sale	85.33	650	55,464	57,787	Nov 07 04:05 PM
Pankaj Rajesh	Chief Technology Officer	Oct 05 '23	Sale	80.32	650	52,208	58,184	Oct 10 08:17 AM
Hakoranta Eeva K.	Chief Licensing Officer	Sep 19 '23	Sale	82.11	2,550	209,380	26,063	Sep 21 04:06 PM
Pankaj Rajesh	Chief Technology Officer	Sep 05 '23	Sale	85.33	650	55,464	58,834	Sep 06 04:13 PM
Schmidt Joshua D.	CLO & Corp Sec	Aug 23 '23	Sale	83.52	364	30,401	19,690	Aug 25 08:18 AM
Cohen Eric	Chief Strategy& Growth Officer	Jul 03 '23	Sale	96.13	4,329	416,144	25,959	Jul 05 09:30 PM
Lesaicherre Pierre-Yves	Director	Jun 07 '23	Sale	86.17	1,325	114,175	4,103	Jun 09 04:18 PM
Markley John D. Jr.	Director	Jun 07 '23	Sale	86.17	1,100	94,787	9,005	Jun 09 04:19 PM
RANKIN JEAN F	Director	Jun 07 '23	Sale	86.17	1,030	88,755	27,478	Jun 09 04:19 PM
KRITZMACHER JOHN A	Director	Jun 07 '23	Sale	86.17	1,030	88,755	19,584	Jun 09 04:17 PM
Cohen Eric	Chief Strategy& Growth Officer	May 10 '23	Sale	84.53	4,316	364,831	45,477	May 11 04:04 PM

Open in Screener

CRM

Salesforce Inc

May 06 • 04:00PM ET

275.63

Dollar change +1.97
Percentage change 0.72	%

Technology • Software - Application • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO IVV VUG VGT IWF IGV IVW IYW VV

Index	DJIA, S&P 500	P/E	65.55	EPS (ttm)	4.21	Insider Own	3.10%	Shs Outstand	971.00M	Perf Week	-0.04%
Market Cap	267.44B	Forward P/E	24.89	EPS next Y	11.07	Insider Trans	-10.41%	Shs Float	940.24M	Perf Month	-8.70%
Income	4.14B	PEG	4.04	EPS next Q	2.37	Inst Own	81.29%	Short Float	1.07%	Perf Quarter	-4.33%
Sales	34.86B	P/S	7.67	EPS this Y	19.16%	Inst Trans	-0.97%	Short Ratio	1.78	Perf Half Y	32.44%
Book/sh	61.43	P/B	4.49	EPS next Y	13.04%	ROA	4.03%	Short Interest	10.10M	Perf Year	43.27%
Cash/sh	14.63	P/C	18.84	EPS next 5Y	16.22%	ROE	7.01%	52W Range	190.76 - 318.71	Perf YTD	4.75%
Dividend Est.	0.36 (0.13%)	P/FCF	28.16	EPS past 5Y	24.06%	ROI	5.80%	52W High	-13.52%	Beta	1.29
Dividend TTM	0.40 (0.15%)	Quick Ratio	1.02	Sales past 5Y	21.44%	Gross Margin	67.42%	52W Low	44.49%	ATR (14)	6.41
Dividend Ex-Date	Mar 13, 2024	Current Ratio	1.02	EPS Y/Y TTM	1949.40%	Oper. Margin	17.21%	RSI (14)	42.55	Volatility	1.95% 2.07%
Employees	72682	Debt/Eq	0.23	Sales Y/Y TTM	11.18%	Profit Margin	11.87%	Recom	1.65	Target Price	336.93
Option/Short	Yes / Yes	LT Debt/Eq	0.20	EPS Q/Q	1576.91%	Payout	0.00%	Rel Volume	0.66	Prev Close	273.66
Sales Surprise	0.70%	EPS Surprise	0.89%	Sales Q/Q	10.77%	Earnings	Feb 28 AMC	Avg Volume	5.66M	Price	275.63
SMA20	-1.55%	SMA50	-6.27%	SMA200	10.43%	Trades		Volume	3,744,763	Change	0.72%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-21-24	Initiated	KeyBanc Capital Markets	Sector Weight
Jan-11-24	Upgrade	Robert W. Baird	Neutral → Outperform	$240 → $300
Dec-21-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$290 → $350
Dec-20-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$280
Dec-18-23	Upgrade	Wolfe Research	Peer Perform → Outperform	$315
Nov-30-23	Reiterated	Oppenheimer	Outperform	$250 → $275
Nov-30-23	Reiterated	Needham	Buy	$250 → $275
Nov-30-23	Reiterated	BMO Capital Markets	Outperform	$252 → $277
Oct-23-23	Downgrade	Piper Sandler	Overweight → Neutral	$268 → $232
Sep-15-23	Initiated	HSBC Securities	Buy	$267
Jul-31-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$251 → $278
Jun-01-23	Downgrade	Societe Generale	Buy → Hold
Mar-02-23	Upgrade	Needham	Hold → Buy	$230
Jan-20-23	Downgrade	Cowen	Outperform → Market Perform
Jan-18-23	Initiated	DA Davidson	Neutral	$150
Jan-13-23	Downgrade	Atlantic Equities	Overweight → Neutral	$200 → $140
Jan-11-23	Downgrade	Bernstein	Mkt Perform → Underperform	$134 → $119
Dec-08-22	Downgrade	Robert W. Baird	Outperform → Neutral	$200 → $150
Dec-02-22	Downgrade	Wolfe Research	Outperform → Peer Perform
Nov-17-22	Downgrade	Monness Crespi & Hardt	Buy → Neutral

Show Previous Ratings

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04:00AM	What's Going on With Salesforce Stock? (Motley Fool)
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02:39AM	Insider Sell: Salesforce Inc (CRM) President and CFO Amy Weaver Sold 4,096 Shares (GuruFocus.com)
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11:46AM	Salesforce Stock Relief? Informatica Says No Deal Talks Currently (Investor's Business Daily)
10:30AM	Salesforce is ditching its deal to buy Informatica, reports say (Quartz)
10:26AM	Salesforce, Informatica end acquisition talks: WSJ (Yahoo Finance Video)
10:02AM	Investors Cheer Salesforce (CRM) Stock as Informatica Deal Deflates (InvestorPlace)
09:57AM	Stocks to Watch Monday: Tesla, Verizon, Salesforce, Albertsons (The Wall Street Journal)
09:51AM	Salesforce Stock Jumps After Informatica Talks Cool. Why the Market Is Rejoicing. (Barrons.com)
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Apr-21-24 08:00PM	Salesforces Talks to Buy Informatica Fizzle (The Wall Street Journal)
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Apr-19-24 09:00AM	Here is What to Know Beyond Why Salesforce Inc. (CRM) is a Trending Stock (Zacks)
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09:30AM	Is It Worth Investing in Salesforce.com (CRM) Based on Wall Street's Bullish Views? (Zacks)
01:41AM	Insider Sell: Salesforce Inc (CRM) President and CFO Amy Weaver Sold 5,864 Shares (GuruFocus.com)
01:41AM	Insider Srinivas Tallapragada Sells Shares of Salesforce Inc (CRM) (GuruFocus.com)
Apr-17-24 04:35AM	3 Stocks That Can Help You to Get Richer in 2024 (Motley Fool)
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Apr-15-24 09:40PM	Why Salesforce Stock Fell Today (Motley Fool) -7.28%
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04:12PM	Salesforce in talks to buy Informatica: WSJ (Yahoo Finance Video)
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Apr-14-24 09:31PM	Salesforce Stock in Focus After Reports Company in Advanced Talks to Acquire Informatica (Investopedia)
Apr-12-24 09:28PM	Software giant Salesforce in advanced talks to buy Informatica (Reuters)
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09:00AM	Is Trending Stock Salesforce Inc. (CRM) a Buy Now? (Zacks)

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Benioff Marc	Chair and CEO	May 03 '24	Sale	275.01	15,000	4,125,180	12,677,327	May 06 04:54 PM
Benioff Marc	Chair and CEO	May 02 '24	Sale	271.11	15,000	4,066,627	12,692,327	May 03 04:21 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	May 01 '24	Sale	268.12	50,051	13,419,732	21,223	May 02 05:30 PM
Benioff Marc	Chair and CEO	May 01 '24	Sale	269.53	15,000	4,043,016	12,707,327	May 02 05:11 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 30 '24	Option Exercise	118.04	4,200	495,768	119,962	May 01 04:47 PM
Benioff Marc	Chair and CEO	Apr 30 '24	Sale	270.92	15,000	4,063,849	12,722,327	May 01 04:40 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 30 '24	Sale	270.93	4,200	1,137,894	115,762	May 01 04:47 PM
Benioff Marc	Chair and CEO	Apr 29 '24	Sale	274.79	15,000	4,121,914	12,737,327	Apr 30 05:28 PM
Benioff Marc	Chair and CEO	Apr 26 '24	Sale	275.07	15,000	4,126,113	12,752,327	Apr 29 05:41 PM
Benioff Marc	Chair and CEO	Apr 25 '24	Sale	271.63	15,000	4,074,497	12,767,327	Apr 26 04:16 PM
Benioff Marc	Chair and CEO	Apr 24 '24	Sale	276.65	15,000	4,149,748	12,782,327	Apr 25 04:25 PM
Millham Brian	President and COO	Apr 24 '24	Sale	278.00	4,204	1,168,712	0	Apr 25 04:29 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 23 '24	Option Exercise	118.04	4,200	495,768	119,962	Apr 24 05:21 PM
Benioff Marc	Chair and CEO	Apr 23 '24	Sale	273.90	15,000	4,108,442	12,797,327	Apr 24 05:14 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Apr 23 '24	Sale	273.15	8,281	2,261,973	18,787	Apr 23 09:37 PM
Millham Brian	President and COO	Apr 23 '24	Sale	273.15	4,241	1,158,438	4,204	Apr 23 09:21 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 23 '24	Sale	273.87	4,200	1,150,243	115,762	Apr 24 05:21 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Apr 23 '24	Sale	273.15	4,147	1,132,762	71,274	Apr 23 09:24 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 23 '24	Sale	273.15	4,147	1,132,762	115,762	Apr 23 09:26 PM
Weaver Amy E	President and CFO	Apr 23 '24	Sale	273.15	4,096	1,118,831	49,290	Apr 23 09:18 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Apr 23 '24	Sale	273.15	2,425	662,394	5,856	Apr 23 09:42 PM
Millham Brian	President and COO	Apr 22 '24	Option Exercise	76.04	14,246	1,083,262	8,445	Apr 23 09:21 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Apr 22 '24	Option Exercise	39.97	11,148	445,619	75,421	Apr 23 09:24 PM
Weaver Amy E	President and CFO	Apr 22 '24	Option Exercise	0.00	8,155	0	53,386	Apr 23 09:18 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 22 '24	Option Exercise	0.00	8,257	0	119,909	Apr 23 09:26 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Apr 22 '24	Option Exercise	0.00	7,605	0	27,068	Apr 23 09:37 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Apr 22 '24	Option Exercise	0.00	2,370	0	8,281	Apr 23 09:42 PM
Benioff Marc	Chair and CEO	Apr 22 '24	Sale	274.03	15,000	4,110,502	12,812,327	Apr 23 04:23 PM
Millham Brian	President and COO	Apr 22 '24	Sale	279.10	5,801	1,619,059	0	Apr 23 09:21 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Apr 22 '24	Sale	279.10	2,891	806,878	67,164	Apr 23 09:24 PM
Benioff Marc	Chair and CEO	Apr 19 '24	Sale	270.94	15,000	4,064,172	12,827,327	Apr 22 05:48 PM
Benioff Marc	Chair and CEO	Apr 18 '24	Sale	272.59	15,000	4,088,897	12,842,327	Apr 19 04:38 PM
Benioff Marc	Chair and CEO	Apr 17 '24	Sale	276.83	15,000	4,152,411	12,857,327	Apr 18 04:33 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 16 '24	Option Exercise	118.04	4,200	495,768	121,716	Apr 17 06:38 PM
Benioff Marc	Chair and CEO	Apr 16 '24	Sale	275.66	41,394	11,410,612	12,872,327	Apr 17 06:35 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 16 '24	Sale	275.73	10,064	2,774,985	111,652	Apr 17 06:38 PM
Weaver Amy E	President and CFO	Apr 16 '24	Sale	274.77	5,864	1,611,266	45,231	Apr 17 06:40 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Apr 16 '24	Sale	274.77	5,864	1,611,266	67,164	Apr 17 06:44 PM
SCHMAIER R DAVID	Pres. & Chief Product Officer	Apr 16 '24	Sale	274.77	3,910	1,074,360	19,463	Apr 17 06:46 PM
Benioff Marc	Chair and CEO	Apr 15 '24	Sale	278.06	15,000	4,170,903	12,913,721	Apr 16 05:18 PM
Benioff Marc	Chair and CEO	Apr 12 '24	Sale	295.74	15,000	4,436,045	12,928,721	Apr 15 05:19 PM
Benioff Marc	Chair and CEO	Apr 11 '24	Sale	298.37	15,000	4,475,480	12,943,721	Apr 12 05:09 PM
Benioff Marc	Chair and CEO	Apr 10 '24	Sale	299.42	15,000	4,491,274	12,958,721	Apr 11 05:18 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 09 '24	Option Exercise	118.04	4,200	495,768	110,037	Apr 10 05:05 PM
Benioff Marc	Chair and CEO	Apr 09 '24	Sale	301.74	15,000	4,526,080	12,921,166	Apr 10 05:01 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 09 '24	Sale	301.75	4,200	1,267,364	105,837	Apr 10 05:05 PM
Benioff Marc	Chair and CEO	Apr 08 '24	Sale	302.03	15,000	4,530,433	12,936,166	Apr 09 04:31 PM
Benioff Marc	Chair and CEO	Apr 05 '24	Sale	300.14	15,000	4,502,110	12,951,166	Apr 08 04:22 PM
Benioff Marc	Chair and CEO	Apr 04 '24	Sale	299.97	15,000	4,499,532	12,966,166	Apr 05 04:48 PM
Benioff Marc	Chair and CEO	Apr 03 '24	Sale	305.42	15,000	4,581,232	12,981,166	Apr 04 04:17 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 02 '24	Option Exercise	118.04	4,200	495,768	110,037	Apr 03 04:27 PM
Benioff Marc	Chair and CEO	Apr 02 '24	Sale	300.87	15,000	4,513,113	12,996,166	Apr 03 04:24 PM
Harris Parker	Co-Founder and CTO, Slack	Apr 02 '24	Sale	300.82	4,200	1,263,425	105,837	Apr 03 04:27 PM
Millham Brian	President and COO	Apr 01 '24	Option Exercise	186.51	24,453	4,560,729	24,453	Apr 02 04:17 PM
Millham Brian	President and COO	Apr 01 '24	Sale	302.08	24,453	7,386,863	0	Apr 02 04:17 PM
Benioff Marc	Chair and CEO	Apr 01 '24	Sale	301.72	15,000	4,525,774	13,011,166	Apr 02 04:12 PM
Benioff Marc	Chair and CEO	Mar 28 '24	Sale	301.01	15,000	4,515,164	13,026,166	Mar 29 04:48 PM
Benioff Marc	Chair and CEO	Mar 27 '24	Sale	301.45	15,000	4,521,824	13,041,166	Mar 28 05:42 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 26 '24	Option Exercise	118.04	4,200	495,768	110,037	Mar 27 04:54 PM
Benioff Marc	Chair and CEO	Mar 26 '24	Sale	306.38	15,000	4,595,651	13,056,166	Mar 27 04:46 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 26 '24	Sale	306.50	4,200	1,287,290	105,837	Mar 27 04:54 PM
Millham Brian	President and COO	Mar 26 '24	Sale	307.50	1,663	511,372	0	Mar 27 04:51 PM
Benioff Marc	Chair and CEO	Mar 25 '24	Sale	305.86	15,000	4,587,872	13,071,166	Mar 26 08:59 PM
Millham Brian	President and COO	Mar 25 '24	Sale	305.46	1,679	512,863	1,663	Mar 26 09:03 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Mar 25 '24	Sale	305.46	942	287,741	61,349	Mar 26 08:40 PM
Weaver Amy E	President and CFO	Mar 25 '24	Sale	305.46	942	287,741	39,416	Mar 26 08:43 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 25 '24	Sale	305.46	942	287,741	105,837	Mar 26 09:09 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Mar 25 '24	Sale	305.46	66	20,160	5,911	Mar 26 09:11 PM
Millham Brian	President and COO	Mar 22 '24	Option Exercise	223.63	14,516	3,246,210	14,516	Mar 22 07:56 PM
Weaver Amy E	President and CFO	Mar 22 '24	Option Exercise	193.48	7,075	1,368,839	45,558	Mar 22 08:03 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Mar 22 '24	Option Exercise	154.14	2,890	445,465	63,306	Mar 22 08:08 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Mar 22 '24	Option Exercise	0.00	1,875	0	62,291	Mar 26 08:40 PM
Weaver Amy E	President and CFO	Mar 22 '24	Option Exercise	0.00	1,875	0	40,358	Mar 26 08:43 PM
Millham Brian	President and COO	Mar 22 '24	Option Exercise	0.00	3,342	0	3,342	Mar 26 09:03 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 22 '24	Option Exercise	0.00	1,875	0	106,779	Mar 26 09:09 PM
Reddy Sundeep G.	EVP & Chief Accounting Officer	Mar 22 '24	Option Exercise	0.00	144	0	5,977	Mar 26 09:11 PM
Benioff Marc	Chair and CEO	Mar 22 '24	Sale	308.36	15,000	4,625,446	13,086,166	Mar 25 04:48 PM
Millham Brian	President and COO	Mar 22 '24	Sale	309.32	14,516	4,490,089	0	Mar 22 07:56 PM
Weaver Amy E	President and CFO	Mar 22 '24	Sale	309.32	7,075	2,188,439	38,483	Mar 22 08:03 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Mar 22 '24	Sale	309.32	2,890	893,935	60,416	Mar 22 08:08 PM
Benioff Marc	Chair and CEO	Mar 21 '24	Sale	309.64	15,000	4,644,619	13,101,166	Mar 22 05:23 PM
Benioff Marc	Chair and CEO	Mar 20 '24	Sale	304.21	15,000	4,563,184	13,116,166	Mar 21 05:14 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 19 '24	Option Exercise	118.04	4,200	495,768	109,104	Mar 20 04:18 PM
Benioff Marc	Chair and CEO	Mar 19 '24	Sale	299.59	15,000	4,493,875	13,131,166	Mar 20 04:11 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 19 '24	Sale	299.60	4,200	1,258,305	104,904	Mar 20 04:18 PM
Benioff Marc	Chair and CEO	Mar 18 '24	Sale	298.88	15,000	4,483,262	13,146,166	Mar 19 05:00 PM
Benioff Marc	Chair and CEO	Mar 15 '24	Sale	296.12	15,000	4,441,747	13,161,166	Mar 18 04:47 PM
Benioff Marc	Chair and CEO	Mar 14 '24	Sale	304.29	15,000	4,564,395	13,176,166	Mar 15 04:07 PM
Benioff Marc	Chair and CEO	Mar 13 '24	Sale	306.23	15,000	4,593,481	13,191,166	Mar 14 04:44 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 12 '24	Option Exercise	118.04	4,200	495,768	109,104	Mar 13 04:25 PM
Benioff Marc	Chair and CEO	Mar 12 '24	Sale	306.43	15,000	4,596,444	13,206,166	Mar 13 04:17 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 12 '24	Sale	306.55	4,200	1,287,515	104,904	Mar 13 04:25 PM
Benioff Marc	Chair and CEO	Mar 11 '24	Sale	304.97	15,000	4,574,535	13,221,166	Mar 12 05:26 PM
Benioff Marc	Chair and CEO	Mar 08 '24	Sale	306.22	15,000	4,593,233	13,236,166	Mar 11 04:26 PM
Benioff Marc	Chair and CEO	Mar 07 '24	Sale	303.24	15,000	4,548,670	13,251,166	Mar 08 05:09 PM
Benioff Marc	Chair and CEO	Mar 06 '24	Sale	304.25	15,000	4,563,702	13,266,166	Mar 07 05:17 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 05 '24	Option Exercise	118.04	4,200	495,768	109,104	Mar 06 04:37 PM
Benioff Marc	Chair and CEO	Mar 05 '24	Sale	301.77	15,000	4,526,519	13,281,166	Mar 06 04:29 PM
Harris Parker	Co-Founder and CTO, Slack	Mar 05 '24	Sale	302.12	4,200	1,268,896	104,904	Mar 06 04:37 PM
Tallapragada Srinivas	Pres/Chief Engineering Officer	Mar 04 '24	Option Exercise	154.14	2,890	445,465	63,306	Mar 05 04:56 PM

Open in Screener

PBPB

Potbelly Corp

May 06 • 04:00PM ET

9.84

Dollar change -0.06
Percentage change -0.61	%

Consumer Cyclical • Restaurants • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IWO VTWO DFAS FDM IWC OMFS AVSC

Index	RUT	P/E	58.50	EPS (ttm)	0.17	Insider Own	20.81%	Shs Outstand	29.36M	Perf Week	-7.34%
Market Cap	291.26M	Forward P/E	34.03	EPS next Y	0.29	Insider Trans	0.04%	Shs Float	23.29M	Perf Month	-8.47%
Income	5.12M	PEG	14.63	EPS next Q	-0.01	Inst Own	66.93%	Short Float	4.97%	Perf Quarter	-23.12%
Sales	491.41M	P/S	0.59	EPS this Y	55.45%	Inst Trans	-5.47%	Short Ratio	4.34	Perf Half Y	1.97%
Book/sh	0.50	P/B	19.67	EPS next Y	24.00%	ROA	2.06%	Short Interest	1.16M	Perf Year	-6.99%
Cash/sh	1.14	P/C	8.62	EPS next 5Y	4.00%	ROE	53.42%	52W Range	7.12 - 14.36	Perf YTD	-5.57%
Dividend Est.	-	P/FCF	119.37	EPS past 5Y	-	ROI	2.91%	52W High	-31.48%	Beta	1.19
Dividend TTM	-	Quick Ratio	0.70	Sales past 5Y	5.23%	Gross Margin	13.34%	52W Low	38.20%	ATR (14)	0.35
Dividend Ex-Date	-	Current Ratio	0.75	EPS Y/Y TTM	17.71%	Oper. Margin	2.51%	RSI (14)	31.17	Volatility	3.52% 2.95%
Employees	5000	Debt/Eq	12.73	Sales Y/Y TTM	8.73%	Profit Margin	1.04%	Recom	1.50	Target Price	17.00
Option/Short	Yes / Yes	LT Debt/Eq	10.97	EPS Q/Q	-1.20%	Payout	0.00%	Rel Volume	1.70	Prev Close	9.90
Sales Surprise	0.47%	EPS Surprise	-33.99%	Sales Q/Q	4.66%	Earnings	May 08 AMC	Avg Volume	266.90K	Price	9.84
SMA20	-5.81%	SMA50	-15.50%	SMA200	-2.95%	Trades		Volume	445,546	Change	-0.61%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-12-24	Upgrade	The Benchmark Company	Hold → Buy	$15
Oct-24-23	Initiated	Lake Street	Buy	$11
Oct-17-23	Initiated	Craig Hallum	Buy	$15
Oct-03-23	Initiated	The Benchmark Company	Hold
Dec-11-19	Downgrade	Piper Jaffray	Overweight → Neutral
Nov-05-19	Reiterated	Maxim Group	Hold	$4 → $5
Jul-31-19	Reiterated	Maxim Group	Hold	$8 → $4
May-08-19	Downgrade	Maxim Group	Buy → Hold	$11 → $8
Feb-26-19	Reiterated	Maxim Group	Buy	$12 → $11
Oct-10-18	Upgrade	Maxim Group	Hold → Buy	$13 → $15
May-09-18	Reiterated	Maxim Group	Hold	$12 → $13
Apr-16-18	Reiterated	Maxim Group	Hold	$13 → $12
Dec-04-17	Reiterated	Maxim Group	Hold	$12 → $13
Sep-28-17	Upgrade	Piper Jaffray	Neutral → Overweight
Aug-04-17	Reiterated	Maxim Group	Hold	$13 → $11
Jul-21-17	Downgrade	Maxim Group	Buy → Hold	$13
May-31-17	Upgrade	Maxim Group	Hold → Buy	$13
May-03-17	Downgrade	Maxim Group	Buy → Hold	$16 → $13
Nov-22-16	Reiterated	Maxim Group	Buy	$14 → $16
Nov-07-16	Upgrade	Maxim Group	Hold → Buy	$14

Show Previous Ratings

Apr-26-24 09:42AM	Menu Tracker: New items from Carl's Jr., Tim Hortons, and Qdoba (Nation's Restaurant News)
Apr-19-24 09:45AM	Menu Tracker: New items from McDonald's, Starbucks, and KFC (Nation's Restaurant News)
Apr-17-24 04:05PM	Potbelly Corporation Announces Conference Call to Discuss First Quarter 2024 Results on May 8, 2024 (GlobeNewswire)
Apr-12-24 10:09AM	Menu Tracker: New items from Bojangles, Jollibee, and Taco Bell (Nation's Restaurant News)
Apr-08-24 05:14AM	Q4 Modern Fast Food Earnings: Shake Shack (NYSE:SHAK) Earns Top Marks (StockStory)
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Apr-04-24 06:58AM	Q4 Earnings Highlights: Sweetgreen (NYSE:SG) Vs The Rest Of The Modern Fast Food Stocks (StockStory)
Mar-29-24 08:17AM	Modern Fast Food Stocks Q4 In Review: Potbelly (NASDAQ:PBPB) Vs Peers (StockStory)
Mar-28-24 05:07AM	Q4 Earnings Roundup: Noodles (NASDAQ:NDLS) And The Rest Of The Modern Fast Food Segment (StockStory)
Mar-15-24 06:30PM	BJs Restauarants, Potbelly, and More Stocks See Action From Activist Investors (Barrons.com)
Mar-14-24 02:15PM	Menu Tracker: New items from Starbucks, Taco Bell, and Wendy's (Nation's Restaurant News)
Mar-12-24 06:00AM	How big restaurant brands are taking back the snack occasion customer (Nation's Restaurant News)
Mar-11-24 08:50AM	Fast-paced Momentum Stock Potbelly (PBPB) Is Still Trading at a Bargain (Zacks) -8.48%
Mar-08-24 12:02PM	Potbelly CEO explains the 'five pillar strategy' fostering growth (Yahoo Finance Video)
11:55AM	Potbelly modifies its Perks loyalty program (Nation's Restaurant News)
10:55AM	Potbelly Corporation (NASDAQ:PBPB) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:46AM	Loading…
06:46AM	Q4 2023 Potbelly Corp Earnings Call (Thomson Reuters StreetEvents)
Mar-07-24 10:36PM	Potbelly Corp (PBPB) Reports Growth in Revenue and Same-Store Sales for Q4 and Full Year 2023 (GuruFocus.com)
09:53PM	PBPB Stock Earnings: Potbelly Misses EPS, Beats Revenue for Q4 2023 (InvestorPlace)
07:40PM	Potbelly Corporation Announces 12% Growth on Same-Store Sales for Fiscal Year 2023 (Exec Edge)
05:10PM	Potbelly: Q4 Earnings Snapshot (Associated Press Finance)
04:12PM	Potbelly's (NASDAQ:PBPB) Q4 Earnings Results: Revenue In Line With Expectations (StockStory)
04:05PM	Potbelly Corporation Reports Strong Results for Fourth Fiscal Quarter and Full Year 2023 (GlobeNewswire)
Mar-06-24 12:00PM	Are You Looking for a Top Momentum Pick? Why Potbelly (PBPB) is a Great Choice (Zacks)
02:01AM	Potbelly (PBPB) Reports Earnings Tomorrow. What To Expect (StockStory)
12:51AM	Here's Why Investors are Noticing Potbelly Corporation's (PBPB) Momentum in 2024 (Insider Monkey)
Mar-05-24 01:52PM	Potbelly fuels nationwide expansion through increased commitment from existing franchisees (Nation's Restaurant News)
12:56PM	Potbelly (PBPB) to Report Q4 Earnings: What's in the Cards? (Zacks)
08:43AM	Potbelly (PBPB) Was the Big Winner of Artko Capital in 2023 (Insider Monkey)
Feb-23-24 08:50AM	Why Fast-paced Mover Potbelly (PBPB) Is a Great Choice for Value Investors (Zacks)
Feb-20-24 04:05PM	Potbelly Corporation Announces Conference Call to Discuss Fourth Quarter and Full Year 2023 Results on March 7, 2024 (GlobeNewswire)
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Feb-19-24 04:41PM	Feast on Profits: 3 Sizzling Restaurant Stocks Heating Up the Market (InvestorPlace)
Feb-17-24 12:02AM	Should You Hold Potbelly (PBPB)? (Insider Monkey)
Feb-14-24 03:07AM	Jim Simons Adjusts Position in Potbelly Corp (GuruFocus.com)
Feb-12-24 08:00AM	Potbelly Corporation Announces New Three-Year, $30 Million Credit Facility (GlobeNewswire)
Feb-02-24 08:50AM	Fast-paced Momentum Stock Potbelly (PBPB) Is Still Trading at a Bargain (Zacks)
Jan-24-24 06:00AM	How Potbelly's improved loyalty program is upgrading the restaurant brand (Nation's Restaurant News)
Jan-23-24 04:14PM	Potbelly's eyes 2024 growth led by franchised stores (Chain Store Age)
01:11PM	Potbelly (PBPB) Boosts Offerings With Revamped Loyalty Program (Zacks)
Jan-22-24 12:49PM	Potbelly launches new loyalty program redesign with faster, more custom rewards (Nation's Restaurant News)
10:58AM	Potbelly Launches Reimagined Potbelly Perks Loyalty Program (PR Newswire)
Jan-17-24 04:07PM	Hear from Bob Wright, President & CEO of Potbelly Live at ICR Conference 2024 (Exec Edge)
Jan-15-24 07:02AM	Labor cost is the elephant in the room for restaurant chains in 2024 (Yahoo Finance)
Jan-12-24 08:50AM	Why Fast-paced Mover Potbelly (PBPB) Is a Great Choice for Value Investors (Zacks)
Jan-09-24 12:47PM	Potbelly (PBPB) Posts Preliminary Q4 Results, Metrics Improve (Zacks)
12:15PM	Potbelly is in the 'early innings' of its potential (Nation's Restaurant News)
Jan-08-24 07:00AM	Potbelly Corporation Reports Preliminary Results for Fourth Fiscal Quarter and Full Year 2023 (GlobeNewswire) +11.91%
Jan-03-24 08:00AM	Potbelly Corporation to Participate at the 26th Annual ICR Conference (GlobeNewswire)
Dec-22-23 01:34AM	David Nierenberg Increases Stake in Potbelly Corp (GuruFocus.com)
Dec-20-23 09:40AM	Is Potbelly (PBPB) Stock Undervalued Right Now? (Zacks)
Nov-27-23 07:59AM	Will Potbelly Corporation (PBPB) be Able to Improve Earnings by 50% in the Future? (Insider Monkey)
Nov-20-23 09:40AM	Is Potbelly (PBPB) a Great Value Stock Right Now? (Zacks)
Nov-17-23 12:16PM	How Potbelly is growing market share and gaining traffic (Nation's Restaurant News)
Nov-16-23 08:50AM	Despite Fast-paced Momentum, Potbelly (PBPB) Is Still a Bargain Stock (Zacks)
Nov-15-23 09:55AM	Potbelly announces 22-shop agreement in Seattle-Tacoma region (Nation's Restaurant News)
Nov-07-23 09:30AM	Potbelly Corporation to Participate at the 2023 Stephens Annual Investment Conference (GlobeNewswire)
Nov-03-23 04:59PM	Potbelly (PBPB) and First Watch Restaurant Group (FWRG) Are Aggressive Growth Stocks (Zacks) +7.25%
03:13PM	4 Restaurant Stocks Setting Up for a Year End Bull Run (Zacks)
06:00AM	Menu Tracker: New items from Dunkin', Starbucks, and Cinnabon (Nation's Restaurant News)
Nov-02-23 06:38PM	Potbelly Corporation (NASDAQ:PBPB) Q3 2023 Earnings Call Transcript (Insider Monkey) +9.66%
03:27PM	Potbelly Third Quarter Revenue Climbs on Customer Traffic, Digital Sales (Exec Edge)
Nov-01-23 04:43PM	Potbelly: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Potbelly (NASDAQ:PBPB) Reports Sales Below Analyst Estimates In Q3 Earnings, But Stock Soars 5.69% (StockStory)
04:05PM	Potbelly Corporation Reports Strong Results for Third Fiscal Quarter 2023 (GlobeNewswire)
09:40AM	Should Value Investors Buy Noodles & Company (NDLS) Stock? (Zacks)
Oct-31-23 08:50AM	Potbelly (PBPB) Is Attractively Priced Despite Fast-paced Momentum (Zacks)
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Potbelly Corp. engages in the owning and operating of sandwich restaurants. It offers toasty sandwiches, signature salads, and other fresh menu items. The company was founded in 1977 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Noyes Adam	SVP, Chief Operating Officer	Apr 30 '24	Option Exercise	0.00	75,630	0	342,698	May 02 07:55 PM
Cirulis Steven	SVP, Chief Financial Officer	Apr 30 '24	Option Exercise	0.00	50,420	0	354,690	May 02 07:55 PM
Douglas Jeffrey	SVP, Chief Information Officer	Apr 30 '24	Option Exercise	0.00	42,016	0	167,930	May 02 07:54 PM
Dixon Adiya	SVP, CLO and Secretary	Apr 30 '24	Option Exercise	0.00	50,420	0	111,873	May 02 07:55 PM
Wright Robert D.	President and CEO	Mar 15 '24	Buy	11.62	1,750	20,335	728,045	Mar 15 05:31 PM
Cirulis Steven	SVP, Chief Financial Officer	Mar 12 '24	Buy	11.65	1,000	11,650	315,683	Mar 14 06:34 PM
Wright Robert D.	President and CEO	Aug 25 '23	Buy	7.68	3,254	24,991	683,486	Aug 28 05:14 PM
Cirulis Steven	SVP, Chief Financial Officer	Aug 25 '23	Buy	7.76	1,805	14,007	317,613	Aug 28 05:14 PM
Wright Robert D.	President and CEO	May 09 '23	Buy	8.35	5,988	50,000	691,746	May 09 08:28 PM
Cirulis Steven	SVP, Chief Financial Officer	May 09 '23	Buy	8.35	3,117	26,027	327,077	May 11 04:24 PM
Near David	Director	May 09 '23	Buy	7.99	3,125	24,969	104,434	May 11 04:25 PM
Dixon Adiya	SVP, CLO and Secretary	May 09 '23	Buy	8.24	2,421	19,949	67,940	May 09 08:28 PM
Douglas Jeffrey	SVP, Chief Information Officer	May 09 '23	Sale	8.18	11,197	91,591	135,988	May 11 04:25 PM

Open in Screener

RXO

RXO Inc

May 06 • 04:00PM ET

20.54

Dollar change +0.13
Percentage change 0.64	%

Industrials • Trucking • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM VBR VXF IWO IJS FNDA SCHA

Index	RUT	P/E	-	EPS (ttm)	-0.09	Insider Own	2.00%	Shs Outstand	117.03M	Perf Week	5.93%
Market Cap	2.41B	Forward P/E	32.68	EPS next Y	0.63	Insider Trans	197.82%	Shs Float	115.19M	Perf Month	-4.47%
Income	-11.00M	PEG	-	EPS next Q	0.03	Inst Own	99.79%	Short Float	2.73%	Perf Quarter	-1.39%
Sales	3.83B	P/S	0.63	EPS this Y	-41.98%	Inst Trans	-	Short Ratio	4.44	Perf Half Y	12.36%
Book/sh	4.95	P/B	4.15	EPS next Y	261.14%	ROA	-0.58%	Short Interest	3.15M	Perf Year	7.65%
Cash/sh	0.06	P/C	344.90	EPS next 5Y	41.50%	ROE	-1.89%	52W Range	16.94 - 24.33	Perf YTD	-11.69%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-49.92%	ROI	-1.02%	52W High	-15.58%	Beta	1.08
Dividend TTM	-	Quick Ratio	1.17	Sales past 5Y	7.68%	Gross Margin	20.94%	52W Low	21.25%	ATR (14)	0.75
Dividend Ex-Date	-	Current Ratio	1.14	EPS Y/Y TTM	-120.60%	Oper. Margin	1.25%	RSI (14)	53.43	Volatility	3.70% 3.77%
Employees	8432	Debt/Eq	0.98	Sales Y/Y TTM	-14.78%	Profit Margin	-0.29%	Recom	2.94	Target Price	20.27
Option/Short	Yes / Yes	LT Debt/Eq	0.86	EPS Q/Q	-	Payout	0.00%	Rel Volume	0.73	Prev Close	20.41
Sales Surprise	-1.78%	EPS Surprise	21.26%	Sales Q/Q	-9.60%	Earnings	May 02 BMO	Avg Volume	708.17K	Price	20.54
SMA20	2.22%	SMA50	-0.17%	SMA200	0.98%	Trades		Volume	510,264	Change	0.64%

Date	Action	Analyst	Rating Change	Price Target Change
May-03-24	Reiterated	TD Cowen	Hold	$19 → $20
Feb-09-24	Reiterated	TD Cowen	Market Perform	$16.50 → $19.50
Feb-08-24	Downgrade	BofA Securities	Buy → Neutral
Jan-10-24	Downgrade	Vertical Research	Buy → Hold
Oct-11-23	Downgrade	JP Morgan	Neutral → Underweight	$17 → $16
Aug-31-23	Downgrade	Susquehanna	Neutral → Negative	$19 → $14
Jul-12-23	Downgrade	Wolfe Research	Peer Perform → Underperform	$18
Jun-09-23	Initiated	Susquehanna	Neutral	$20
May-24-23	Initiated	Barclays	Overweight	$27
Apr-04-23	Initiated	The Benchmark Company	Hold
Feb-27-23	Initiated	Cowen	Market Perform	$22
Jan-11-23	Downgrade	Stifel	Buy → Hold	$20 → $17
Jan-09-23	Initiated	JP Morgan	Neutral	$19
Dec-20-22	Initiated	Wells Fargo	Equal Weight	$18
Dec-09-22	Initiated	UBS	Neutral	$20
Dec-09-22	Initiated	Morgan Stanley	Equal-Weight	$20
Dec-06-22	Initiated	Jefferies	Buy	$25
Dec-05-22	Initiated	Raymond James	Mkt Perform
Nov-30-22	Initiated	BofA Securities	Buy
Nov-22-22	Initiated	Oppenheimer	Outperform	$21

Show Previous Ratings

May-04-24 10:31AM	RXO, Inc. (NYSE:RXO) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:02AM	10 Best Trucking Stocks to Buy (Insider Monkey)
May-03-24 03:06AM	RXO Inc (RXO) Q1 2024 Earnings Call Transcript Highlights: Navigating Market Challenges with ... (GuruFocus.com)
May-02-24 05:52PM	RXO, still suffering from weak market, touts Q1 volume growth (FreightWaves) +5.89%
01:13PM	RXO Reports Continued Brokerage Volume Growth for Q1 (Transport Topics)
10:54AM	Loading…
10:54AM	RXO Stock Earnings: RXO Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
07:55AM	RXO Inc (RXO) Reports Q1 2024 Earnings: Misses Analyst Revenue and EPS Projections (GuruFocus.com)
07:45AM	RXO (RXO) Reports Q1 Loss, Misses Revenue Estimates (Zacks)
06:46AM	RXO: Q1 Earnings Snapshot (Associated Press Finance)
06:30AM	RXO Announces First-Quarter Results, Including Double-Digit Brokerage Volume Growth for Fourth-Consecutive Quarter (Business Wire)
May-01-24 08:30AM	RXO Announces Participation at Oppenheimer 19th Annual Industrial Growth Conference (Business Wire)
Apr-26-24 06:39AM	What Is the Best $20 Stock to Buy in April? 3 Top Picks. (InvestorPlace)
Apr-25-24 10:01AM	Analysts Estimate RXO (RXO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-22-24 02:07PM	Hedge Fund and Insider Trading News: Stan Druckenmiller, Ken Griffin, Larry Robbins, Ray Dalio, Baupost Group, Elliott Management, Aspect Capital, RXO, Inc. (RXO), Sunoco LP (SUN), and More (Insider Monkey)
Apr-08-24 08:30AM	RXO Expands Responsible Care Certification (Business Wire)
08:30AM	Loading…
Apr-02-24 08:30AM	RXO Schedules First-Quarter Earnings and Investor Conference Call for May 2, 2024 (Business Wire)
Mar-28-24 06:05PM	25 Biggest Trucking Companies in the US (Insider Monkey)
Mar-26-24 01:57PM	RXO gets negative outlook from Moodys but keeps investment-grade rating (FreightWaves)
Mar-11-24 09:18AM	RXO Leader Named to Top Women to Watch in Transportation List (Business Wire)
Mar-08-24 08:30AM	Three RXO Leaders Win Supply & Demand Chain Executive 2024 Pros to Know Award (Business Wire)
Feb-29-24 08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire) +5.28%
Feb-13-24 01:24PM	Hedge Fund and Insider Trading News: Boaz Weinstein, Warren Buffett, Carl Icahn, Steve Cohen, RXO, Inc (RXO), and More (Insider Monkey)
Feb-12-24 07:00AM	RXO looked to be avoiding the worst of the freight market, but no more (FreightWaves)
Feb-11-24 02:55PM	Insider Favorites: 7 Stocks with Bullish Buying Signals (InvestorPlace)
Feb-09-24 09:28AM	RXO, Inc. (NYSE:RXO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-08-24 04:27PM	RXO touts performance even as numbers show impact of weak freight market (FreightWaves) -7.70%
01:11PM	RXO Closes First Full Year as Company With Q4 Results (Transport Topics)
07:45AM	RXO (RXO) Beats Q4 Earnings Estimates (Zacks)
06:57AM	RXO Inc Reports Double-Digit Brokerage Volume Growth in Q4 2023 Despite Market Headwinds (GuruFocus.com)
06:55AM	RXO: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	Loading…
06:30AM	RXO Announces Results for Fourth-Quarter 2023, Including Double-Digit Brokerage Volume Growth for Third-Consecutive Quarter (Business Wire)
Feb-01-24 08:30AM	RXO Announces Participation at Barclays 41st Annual Industrials Select Conference (Business Wire)
Jan-16-24 08:30AM	RXO Launches AI-Powered Truck Check-In Technology for Warehouses and Distribution Centers (Business Wire)
Jan-08-24 08:30AM	RXO Schedules Fourth-Quarter Earnings and Investor Conference Call for February 8, 2024 (Business Wire)
Dec-13-23 10:00AM	RXO sees too much capacity in trucking heading into 2024 (FreightWaves)
08:34AM	We're still in a soft freight environment, says RXO CEO Drew Wilkerson (CNBC TV)
Dec-11-23 07:00AM	Brad Jacobs to Enter Building Products Distribution Industry (GlobeNewswire)
Dec-06-23 08:30AM	RXO Earns 2023 Top Software & Tech Award (Business Wire)
Nov-29-23 08:30AM	RXO Expands Ohio Office (Business Wire)
Nov-21-23 07:03AM	Director Christine Breves Acquires 5,100 Shares of RXO Inc, Signaling Confidence in the ... (GuruFocus.com)
Nov-16-23 12:59PM	Hedge Fund and Insider Trading News: Ray Dalio, David Einhorn, Ken Griffin, Stanley Druckenmiller, David Tepper, RXO, Inc. (RXO), Charles River Laboratories International (CRL), and More (Insider Monkey)
Nov-12-23 08:45AM	RXO, Inc. (NYSE:RXO) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-10-23 08:30AM	RXO Earns 2024 Military Friendly Employer Designation (Business Wire)
Nov-08-23 08:30AM	RXO Opens Expanded Brokerage Office in Plano, Texas (Business Wire)
Nov-07-23 10:52PM	Q3 2023 RXO Inc Earnings Call (Thomson Reuters StreetEvents)
12:29PM	RXO Reports Negative Earnings in Soft Q3 Market (Transport Topics)
10:44AM	RXO expands through the downcycle (FreightWaves)
06:56AM	RXO Inc Reports 18% Brokerage Volume Growth in Q3 2023 Despite Market Challenges (GuruFocus.com)
06:49AM	RXO: Q3 Earnings Snapshot (Associated Press Finance)
06:30AM	RXO Announces Results for Third-Quarter 2023, Including 18 Percent Brokerage Volume Growth (Business Wire)
Nov-02-23 12:34PM	RXO Executive Reflects on Launching Amid Freight Down Cycle (Transport Topics) +7.03%
Nov-01-23 01:21PM	RXO CEO: We are confident in our ability to perform in any market cycle (CNBC TV)
08:30AM	RXO to Celebrate Its One-Year Anniversary by Ringing the Opening Bell of the New York Stock Exchange (Business Wire)
Oct-31-23 10:01AM	Analysts Estimate RXO (RXO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-30-23 08:52AM	RXO Named Top Company for Women to Work for in Transportation (Business Wire)
Oct-20-23 08:30AM	RXO Wins Best in HR Award From Charlotte Business Journal (Business Wire)
Oct-18-23 04:30PM	RXO Announces Participation at Stephens Annual Investment Conference (Business Wire)
08:30AM	RXO Announces Date Change for Third-Quarter Earnings and Investor Conference Call (Business Wire)
Oct-12-23 08:30AM	RXO Adds Drop Trailer Capacity with Flex Fleet Program (Business Wire)
Oct-11-23 09:37AM	Amgen upgraded, Texas Instruments downgraded: Wall Street's top analyst calls (The Fly)
Oct-04-23 08:30AM	RXO Schedules Third-Quarter Earnings and Investor Conference Call for November 8, 2023 (Business Wire)
Sep-25-23 02:07PM	RXO Presents the Carolina Panthers Oorah Hooah Classic 7-on-7 Football Tournament (Business Wire)
Sep-18-23 09:52AM	Three RXO Leaders Named Recipients of 2023 Women in Supply Chain Award (Business Wire)
Sep-12-23 08:30AM	RXO Dedicated Transportation Named 2023 SmartWay High Performer (Business Wire)
Sep-07-23 08:30AM	RXO Named Official Supply Chain and Logistics Partner of the Carolina Panthers (Business Wire)
Aug-31-23 08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire)
Aug-03-23 08:30AM	RXO Named Great Supply Chain Partner by SupplyChainBrain (Business Wire)
Aug-02-23 02:39PM	Flat sequential performance at 3PL RXO leaves Wall Street unimpressed (FreightWaves) -10.36%
06:43AM	RXO: Q2 Earnings Snapshot (AP Finance)
06:30AM	RXO Announces Results for Second Quarter 2023, Including Double-Digit Brokerage Volume Growth (Business Wire)
Jul-27-23 08:30AM	RXO Selected as a 2023 Top 100 3PL Provider by Inbound Logistics (Business Wire)
Jul-13-23 08:30AM	TriumphPay Audit to Streamline Invoicing for RXO (GlobeNewswire)
08:30AM	RXO Wins 2023 World Future Award for Best Truck Transportation Solution (Business Wire)
Jul-12-23 08:30AM	RXO Bolsters Carrier Rewards Program with Several New Partnerships (Business Wire)
Jul-10-23 08:30AM	RXO Schedules Second-Quarter Earnings and Investor Conference Call for August 2, 2023 (Business Wire)
08:30AM	Are Options Traders Betting on a Big Move in RXO Stock? (Zacks)
Jul-06-23 07:59AM	RXO, Inc.'s (NYSE:RXO) Stock Is Going Strong: Have Financials A Role To Play? (Simply Wall St.)
Jun-30-23 10:33AM	RXO outlook cut to negative but important debt rating not reduced (FreightWaves)
Jun-21-23 08:00PM	RXO: What does Argus have to say about RXO? (Argus Research)
Jun-15-23 05:15PM	RXO continues to perform as cycle inflection lingers (FreightWaves)
09:00AM	RXO Leader Named SupplyTech Breakthrough Company CEO of the Year (Business Wire)
Jun-14-23 08:30AM	RXO Announces Date Change for Investor Webcast About Artificial Intelligence and Machine Learning in the Freight Industry (Business Wire)
Jun-08-23 08:30AM	RXO Expands Ann Arbor Office (Business Wire)
Jun-06-23 06:47PM	RXO exec at UBS conference says 3PLs market share still rising (FreightWaves)
Jun-05-23 08:30AM	RXO To Host Investor Webcast About Artificial Intelligence and Machine Learning in the Freight Industry (Business Wire)
Jun-02-23 08:30AM	RXO Announces Participation at Wells Fargo Industrials Conference (Business Wire)
Jun-01-23 08:30AM	RXO Expands Carrier Rewards Program to Include Services from Simplex Group (Business Wire)
May-14-23 09:44AM	Recession? Here's why top industrial CEOs are super bullish on the economy (Yahoo Finance)
May-12-23 06:25PM	Goldman Sachs Industrials and Materials Conference: Top things we learned (Yahoo Finance Video)
May-03-23 03:37PM	RXO: Q1 Earnings Snapshot (AP Finance) +5.97%
06:30AM	RXO Reports Solid First-Quarter Performance Driven by Market Share Gains, Strong Profitability and Cash Flow (Business Wire)
Apr-26-23 08:00PM	RXO: Lowering target price to $19.00 (Argus Research)
Apr-24-23 08:30AM	RXO Announces Participation at Upcoming Investor Conferences (Business Wire)
Apr-08-23 08:17AM	Is RXO, Inc. (NYSE:RXO) Expensive For A Reason? A Look At Its Intrinsic Value (Simply Wall St.)
Apr-04-23 08:30AM	RXO Named a 2022 Supplier of the Year by General Motors for Fifth Straight Year (Business Wire)
Apr-03-23 08:30AM	RXO Schedules First Quarter Earnings and Investor Conference Call for May 3, 2023 (Business Wire)
Mar-29-23 08:30AM	RXO Celebrates Grand Opening of Laredo Cross-Border Facility (Business Wire)
Mar-23-23 10:01AM	RXOs Truck Driver App Surpasses One Million Downloads (Business Wire)
Mar-22-23 09:40AM	Three RXO Leaders Win Supply & Demand Chain Executive 2023 Pros to Know Award (Business Wire)
Mar-14-23 01:59AM	Heres Why RXO Declined in Q4 (Insider Monkey)

RXO, Inc. engages in providing asset-light transportation solutions. It also offers managed transportation, freight forwarding, and last mile delivery. The company was founded on May 5, 2022 and is headquartered in Charlotte, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MFN Partners, LP	10% Owner	May 03 '24	Buy	20.33	30,000	609,900	17,310,434	May 06 04:34 PM
Wilkerson Andrew M.	Chief Executive Officer	May 02 '24	Option Exercise	0.00	46,466	0	161,368	May 06 04:46 PM
MFN Partners, LP	10% Owner	May 02 '24	Buy	20.07	105,065	2,108,655	17,280,434	May 06 04:34 PM
MFN Partners, LP	10% Owner	Apr 25 '24	Buy	19.79	100,000	1,979,000	17,175,369	Apr 26 04:15 PM
MFN Partners, LP	10% Owner	Apr 24 '24	Buy	19.44	100,000	1,944,000	17,075,369	Apr 26 04:15 PM
MFN Partners, LP	10% Owner	Apr 23 '24	Buy	19.86	88,551	1,758,623	16,975,369	Apr 24 04:10 PM
MFN Partners, LP	10% Owner	Apr 22 '24	Buy	19.48	11,449	223,027	16,886,818	Apr 24 04:10 PM
MFN Partners, LP	10% Owner	Apr 19 '24	Buy	19.46	200,000	3,892,000	16,875,369	Apr 19 06:56 PM
MFN Partners, LP	10% Owner	Apr 18 '24	Buy	19.52	870,000	16,982,400	16,675,369	Apr 19 06:56 PM
MFN Partners, LP	10% Owner	Apr 17 '24	Buy	19.53	175,690	3,431,226	15,805,369	Apr 19 06:56 PM
MFN Partners, LP	10% Owner	Apr 16 '24	Buy	20.22	35,985	727,617	15,629,679	Apr 17 04:14 PM
MFN Partners, LP	10% Owner	Apr 12 '24	Buy	20.39	5,139	104,784	15,593,694	Apr 17 04:14 PM
Wilkerson Andrew M.	Chief Executive Officer	Mar 10 '24	Option Exercise	0.00	2,106	0	115,828	Mar 12 06:48 PM
HARRIS JAMES E	Chief Financial Officer	Feb 23 '24	Option Exercise	0.00	21,834	0	39,726	Feb 27 04:43 PM
Firestone Jeffrey D.	Chief Legal Officer	Feb 23 '24	Option Exercise	0.00	16,174	0	32,980	Feb 27 04:39 PM
Kerr Jason S.	Chief Accounting Officer	Feb 23 '24	Option Exercise	0.00	5,257	0	87,559	Feb 27 04:47 PM
Wilkerson Andrew M.	Chief Executive Officer	Feb 23 '24	Option Exercise	0.00	80,867	0	149,627	Feb 27 04:46 PM
MFN Partners, LP	10% Owner	Feb 09 '24	Buy	20.29	913,186	18,528,544	15,588,555	Feb 12 04:15 PM
MFN Partners, LP	10% Owner	Feb 08 '24	Buy	21.04	919,720	19,350,909	14,675,369	Feb 12 04:15 PM
MFN Partners, LP	10% Owner	Feb 02 '24	Buy	20.25	747,424	15,135,336	13,755,649	Feb 06 04:13 PM
Renna Stephen M.	Director	Jan 03 '24	Option Exercise	0.00	11,537	0	15,085	Jan 04 09:18 PM
Nettles Michelle	Director	Jan 03 '24	Option Exercise	0.00	11,537	0	13,385	Jan 04 09:16 PM
Kissel Mary E.	Director	Jan 03 '24	Option Exercise	0.00	11,537	0	19,347	Jan 04 09:15 PM
DeSalva AnnaMaria	Director	Jan 03 '24	Option Exercise	0.00	11,537	0	21,308	Jan 04 09:13 PM
Breves Christine S	Director	Jan 03 '24	Option Exercise	0.00	11,537	0	18,485	Jan 04 09:10 PM
BRADLEY S JACOBS	Director	Jan 03 '24	Option Exercise	0.00	11,537	0	423,941	Jan 04 09:07 PM
BRADLEY S JACOBS	Director	Dec 31 '23	Option Exercise	0.00	43,125	0	432,389	Jan 03 08:58 PM
Wilkerson Andrew M.	Chief Executive Officer	Dec 08 '23	Option Exercise	0.00	7,779	0	72,199	Dec 12 04:22 PM
MFN Partners, LP	10% Owner	Nov 21 '23	Buy	19.93	23,223	462,834	13,008,225	Nov 24 04:22 PM
MFN Partners, LP	10% Owner	Nov 20 '23	Buy	19.74	43,678	862,204	12,985,002	Nov 20 07:29 PM
MFN Partners, LP	10% Owner	Nov 17 '23	Buy	19.84	26,648	528,696	12,941,324	Nov 20 07:29 PM
Breves Christine S	Director	Nov 17 '23	Buy	19.90	5,100	101,490	6,948	Nov 20 04:38 PM
MFN Partners, LP	10% Owner	Nov 16 '23	Buy	19.69	69,307	1,364,655	12,914,676	Nov 20 07:29 PM
MFN Partners, LP	10% Owner	Nov 15 '23	Buy	19.67	100,000	1,967,000	12,845,369	Nov 15 07:59 PM
Wilkerson Andrew M.	Chief Executive Officer	Nov 14 '23	Option Exercise	0.00	3,131	0	65,804	Nov 16 05:06 PM
MFN Partners, LP	10% Owner	Nov 14 '23	Buy	19.56	39,478	772,190	12,745,369	Nov 15 07:59 PM
MFN Partners, LP	10% Owner	Nov 13 '23	Buy	18.15	30,522	553,974	12,705,891	Nov 15 07:59 PM
Wilkerson Andrew M.	Chief Executive Officer	Nov 09 '23	Buy	17.63	8,570	151,089	62,673	Nov 13 04:22 PM
Renna Stephen M.	Director	Nov 09 '23	Buy	17.59	1,700	29,903	3,548	Nov 13 04:24 PM
HARRIS JAMES E	Chief Financial Officer	Sep 26 '23	Option Exercise	0.00	32,065	0	32,065	Sep 28 04:41 PM
Szlosek Thomas A	Director	Sep 15 '23	Buy	17.92	11,186	200,453	13,034	Sep 19 04:39 PM
Firestone Jeffrey D.	Chief Legal Officer	Aug 31 '23	Option Exercise	0.00	17,262	0	24,436	Sep 01 04:48 PM
Firestone Jeffrey D.	Chief Legal Officer	Aug 22 '23	Option Exercise	0.00	12,858	0	12,858	Aug 24 05:31 PM
Wilkerson Andrew M.	Chief Executive Officer	Jun 30 '23	Option Exercise	0.00	12,110	0	59,456	Jul 03 06:44 PM

Open in Screener

BEEP

Mobile Infrastructure Corp.

May 06 • 04:00PM ET

3.56

Dollar change +0.05
Percentage change 1.42	%

Industrials • Infrastructure Operations • USA • AMEX

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BEEP Mobile Infrastructure Corp. daily Stock Chart

Index	-	P/E	25.12	EPS (ttm)	0.14	Insider Own	28.60%	Shs Outstand	27.86M	Perf Week	0.28%
Market Cap	109.33M	Forward P/E	-	EPS next Y	-	Insider Trans	1.75%	Shs Float	21.93M	Perf Month	-5.32%
Income	3.98M	PEG	-	EPS next Q	-	Inst Own	80.23%	Short Float	0.01%	Perf Quarter	-7.29%
Sales	0.00M	P/S	-	EPS this Y	-	Inst Trans	1.03%	Short Ratio	0.10	Perf Half Y	-12.53%
Book/sh	3.93	P/B	0.91	EPS next Y	-	ROA	2.83%	Short Interest	0.00M	Perf Year	-65.10%
Cash/sh	0.54	P/C	6.54	EPS next 5Y	-	ROE	2.98%	52W Range	2.75 - 20.12	Perf YTD	-12.10%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	337.07%	52W High	-82.31%	Beta	0.66
Dividend TTM	-	Quick Ratio	0.04	Sales past 5Y	0.00%	Gross Margin	-	52W Low	29.45%	ATR (14)	0.19
Dividend Ex-Date	-	Current Ratio	0.09	EPS Y/Y TTM	469.01%	Oper. Margin	0.00%	RSI (14)	49.10	Volatility	4.06% 5.98%
Employees	-	Debt/Eq	1.77	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	0.00	EPS Q/Q	-4669.33%	Payout	-	Rel Volume	1.68	Prev Close	3.51
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-	Earnings	May 15 AMC	Avg Volume	27.08K	Price	3.56
SMA20	0.06%	SMA50	-1.86%	SMA200	-28.56%	Trades		Volume	44,500	Change	1.42%

Apr-16-24 04:15PM	Mobile Infrastructure Announces Timing of First Quarter 2024 Earnings Release and Conference Call (Business Wire)
Mar-15-24 10:01PM	Mobile Infrastructure Corp (BEEP) Reports Q4 and Full Year 2023 Financial Results (GuruFocus.com)
Mar-14-24 04:05PM	Mobile Infrastructure Reports Fourth Quarter 2023 Financial Results (Business Wire)
Mar-01-24 08:30AM	Mobile Infrastructure Announces Timing of Fourth Quarter 2023 Earnings Release and Conference Call (Business Wire)
Nov-13-23 05:54PM	Mobile Infrastructure Reports Third Quarter 2023 Financial Results (Business Wire)
01:58PM	Loading…
Aug-28-23 01:58PM	Fifth Wall Acquisition Corp. III Completes Business Combination With Mobile Infrastructure Corporation (PR Newswire) +71.40%
10:44AM	Mobile Infrastructure Corporation Completes Public Listing Following Merger with Fifth Wall Acquisition Corp. III (Business Wire)

Mobile Infrastructure Corp. engages in the acquisition, ownership, and lease of parking facilities and related infrastructure, including parking lots, parking garages, and other parking structures. The company was founded on May 4, 2015 and is headquartered in Cincinnati, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chavez Manuel III	CEO	May 03 '24	Buy	3.50	559	1,956	115,577	May 06 04:49 PM
Chavez Manuel III	CEO	Apr 25 '24	Buy	3.50	100	350	115,018	Apr 26 04:15 PM
Chavez Manuel III	CEO	Apr 24 '24	Buy	3.48	1,535	5,342	114,918	Apr 25 07:39 PM
Chavez Manuel III	CEO	Apr 23 '24	Buy	3.49	1,701	5,936	113,383	Apr 24 04:15 PM
Chavez Manuel III	CEO	Apr 22 '24	Buy	3.44	5,442	18,720	111,682	Apr 23 08:01 PM
Chavez Manuel III	CEO	Apr 19 '24	Buy	3.39	55,116	186,843	106,240	Apr 22 04:15 PM
Chavez Manuel III	CEO	Apr 18 '24	Buy	3.41	33,043	112,677	51,124	Apr 19 04:30 PM
Chavez Manuel III	CEO	Apr 17 '24	Buy	3.45	16,861	58,170	18,081	Apr 18 05:03 PM
Chavez Manuel III	CEO	Apr 16 '24	Buy	3.49	1,220	4,258	1,220	Apr 17 04:05 PM
Osher Jeffrey	Director	Dec 15 '23	Buy	4.95	24,587	121,706	35,000	Dec 18 04:15 PM
Osher Jeffrey	Director	Dec 14 '23	Buy	5.19	10,413	54,043	10,413	Dec 18 04:15 PM
Hogue Stephanie	President & CFO	Dec 14 '23	Buy	5.34	278	1,484	183	Dec 18 04:16 PM

Open in Screener

FENC

Fennec Pharmaceuticals Inc

May 06 • 04:00PM ET

9.09

Dollar change -0.14
Percentage change -1.52	%

Healthcare • Biotechnology • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

FENC Fennec Pharmaceuticals Inc daily Stock Chart

Held by: VTI IWM IWN VTWO IWC IWO VTWV RYLD VTWG BTEC

Index	RUT	P/E	-	EPS (ttm)	-0.60	Insider Own	14.60%	Shs Outstand	27.03M	Perf Week	-0.55%
Market Cap	246.34M	Forward P/E	9.29	EPS next Y	0.98	Insider Trans	-8.26%	Shs Float	23.14M	Perf Month	-14.97%
Income	-16.05M	PEG	-	EPS next Q	-0.06	Inst Own	56.60%	Short Float	8.09%	Perf Quarter	-7.15%
Sales	21.25M	P/S	11.59	EPS this Y	150.42%	Inst Trans	0.73%	Short Ratio	13.74	Perf Half Y	30.60%
Book/sh	-0.43	P/B	-	EPS next Y	223.31%	ROA	-59.64%	Short Interest	1.87M	Perf Year	12.92%
Cash/sh	0.49	P/C	18.56	EPS next 5Y	-	ROE	-1005.59%	52W Range	6.30 - 11.92	Perf YTD	-18.98%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-2.95%	ROI	-88.69%	52W High	-23.74%	Beta	0.38
Dividend TTM	-	Quick Ratio	3.27	Sales past 5Y	236.90%	Gross Margin	94.08%	52W Low	44.29%	ATR (14)	0.40
Dividend Ex-Date	-	Current Ratio	3.56	EPS Y/Y TTM	33.41%	Oper. Margin	-60.09%	RSI (14)	33.72	Volatility	3.25% 4.27%
Employees	29	Debt/Eq	-	Sales Y/Y TTM	1284.50%	Profit Margin	-75.50%	Recom	1.17	Target Price	17.37
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	61.59%	Payout	-	Rel Volume	0.66	Prev Close	9.23
Sales Surprise	12.35%	EPS Surprise	-455.56%	Sales Q/Q	534.20%	Earnings	Mar 26 BMO	Avg Volume	136.21K	Price	9.09
SMA20	-6.63%	SMA50	-9.38%	SMA200	1.51%	Trades		Volume	88,712	Change	-1.52%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-22-22	Upgrade	Cantor Fitzgerald	Neutral → Overweight	$9 → $12
Sep-07-22	Initiated	CapitalOne	Overweight	$11
Aug-08-22	Resumed	Craig Hallum	Buy	$14
Jun-05-20	Initiated	Cantor Fitzgerald	Overweight	$18
Oct-11-18	Initiated	Goldman	Buy

Apr-23-24 08:01AM	Fennec Pharmaceuticals Insider Sold Shares Worth $414,472, According to a Recent SEC Filing (MT Newswires)
Apr-05-24 07:00PM	Insider Sell: CEO Rosty Raykov Sells 88,583 Shares of Fennec Pharmaceuticals Inc (FENC) (GuruFocus.com)
Mar-27-24 07:00PM	Chief Financial Officer Robert Andrade Sells 13,975 Shares of Fennec Pharmaceuticals Inc (FENC) (GuruFocus.com)
Mar-26-24 01:00AM	Chief Financial Officer Robert Andrade Sells Shares of Fennec Pharmaceuticals Inc (FENC) (GuruFocus.com)
Mar-22-24 09:49AM	Fennec Pharmaceuticals Inc. (NASDAQ:FENC) Q4 2023 Earnings Call Transcript (Insider Monkey)
05:04AM	Loading…
05:04AM	Q4 2023 Fennec Pharmaceuticals Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-21-24 02:52PM	FENC Stock Earnings: Fennec Pharmaceuticals Misses EPS, Beats Revenue for Q4 2023 (InvestorPlace)
06:00AM	Fennec Pharmaceuticals Reports Full Year and Fourth Quarter 2023 Financial Results and Provides Business Update (GlobeNewswire)
Mar-19-24 10:14AM	Fennec (FENC) Signs Licensing Deal With Norgine, Stock Up (Zacks)
06:01AM	Fennec Pharmaceuticals to Report Full Year and Fourth Quarter 2023 Financial Results on March 21, 2024 (GlobeNewswire)
Mar-17-24 09:00PM	Fennec Pharmaceuticals and Norgine Enter into Exclusive Licensing Agreement to Commercialize PEDMARQSI in Europe, Australia, and New Zealand (GlobeNewswire)
Feb-29-24 07:04AM	Fennec Pharmaceuticals Reports Preliminary Unaudited Net Revenue for Fourth Quarter and Full-Year 2023 Results (GlobeNewswire)
Feb-01-24 05:55AM	FDA Issues Reminder of Non-Substitution of PEDMARK® (sodium thiosulfate injection) for Pediatric Patients Receiving Cisplatin (GlobeNewswire)
Jan-06-24 03:01AM	Insider Sell: CFO Robert Andrade Sells 30,000 Shares of Fennec Pharmaceuticals Inc (GuruFocus.com)
Dec-05-23 05:55AM	Fennec Announces Incremental $5 Million Investment from Petrichor (GlobeNewswire)
04:50PM	Loading…
Nov-09-23 04:50PM	Fennec Pharmaceuticals to Participate in Upcoming Investor Conferences (GlobeNewswire)
Nov-07-23 09:40AM	Fennec Pharmaceuticals Inc. (NASDAQ:FENC) Q3 2023 Earnings Call Transcript (Insider Monkey)
02:10AM	Q3 2023 Fennec Pharmaceuticals Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-06-23 05:59AM	Fennec Pharmaceuticals Announces Third Quarter 2023 Financial Results and Provides Business Update (GlobeNewswire) +15.36%
Oct-30-23 06:45AM	Fennec Pharmaceuticals to Report Third Quarter 2023 Financial Results on November 6, 2023 (GlobeNewswire)
Sep-07-23 05:59AM	Fennec Pharmaceuticals to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-10-23 12:53PM	Fennec Pharmaceuticals Inc. (NASDAQ:FENC) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-03-23 05:59AM	Fennec Pharmaceuticals Announces Second Quarter 2023 Financial Results and Provides Business Update (GlobeNewswire) -7.29%
Jul-31-23 05:30AM	Fennec Pharmaceuticals to Report Second Quarter 2023 Financial Results on August 3, 2023 (GlobeNewswire) +8.66%
Jun-12-23 05:00PM	Fennec Announces Results of Annual Meeting (GlobeNewswire)
Jun-08-23 02:53PM	Retail investors who hold 38% of Fennec Pharmaceuticals Inc. (NASDAQ:FENC) gained 13%, institutions profited as well (Simply Wall St.)
Jun-06-23 05:44AM	Fennec Pharmaceuticals Announces European Commission Marketing Authorization for Pedmarqsi (sodium thiosulfate) to Reduce the Risk of Hearing Loss in Pediatric Oncology Patients (GlobeNewswire)
May-11-23 06:01AM	Fennec Pharmaceuticals Announces First Quarter 2023 Financial Results and Provides Business Update (GlobeNewswire)
May-08-23 06:15AM	Fennec Pharmaceuticals to Report First Quarter 2023 Financial Results on May 11, 2023 (GlobeNewswire)
Apr-28-23 09:26AM	When Will Fennec Pharmaceuticals Inc. (NASDAQ:FENC) Become Profitable? (Simply Wall St.)
08:12AM	Loading…
Apr-01-23 08:12AM	Investors in Fennec Pharmaceuticals (NASDAQ:FENC) have made a notable return of 52% over the past three years (Simply Wall St.)
Mar-31-23 08:03AM	Fennec Pharmaceuticals Receives Positive CHMP Opinion for Pedmarqsi (sodium thiosulfate) to Reduce the Risk of Hearing Loss in Pediatric Oncology Patients (GlobeNewswire)
Mar-30-23 05:55AM	Fennec Pharmaceuticals Reports Full Year and Fourth Quarter 2022 Financial Results (GlobeNewswire)
Mar-24-23 06:30AM	7 Biotech Stocks Sitting in the Sweet Spot (InvestorPlace)
Feb-23-23 08:44AM	Why Earnings Season Could Be Great for Adherex Technologies (FENC) (Zacks)
Jan-31-23 06:00AM	Fennec Pharmaceuticals Announces PEDMARK® (sodium thiosulfate injection) Receives Orphan Drug Exclusivity from U.S. FDA (GlobeNewswire) +6.26%
Jan-25-23 07:19AM	Fennec Pharmaceuticals Announces Updated NCCN Clinical Practice Guidelines Recommend PEDMARK® (sodium thiosulfate injection) to Reduce the Risk of Cisplatin-Induced Hearing Loss in Pediatric Patients (GlobeNewswire) +8.27%
Jan-23-23 11:57AM	RTP drugmaker Fennec sues Cipla over generics effort (American City Business Journals)
Dec-17-22 09:55AM	Institutions own 28% of Fennec Pharmaceuticals Inc. (NASDAQ:FENC) shares but individual investors control 55% of the company (Simply Wall St.)
Nov-11-22 07:10AM	Fennec Pharmaceuticals Announces Third Quarter 2022 Financial Results and Provides Business Update (GlobeNewswire)
Nov-01-22 10:28AM	Fennec Pharmaceuticals Inc. (NASDAQ:FENC): Are Analysts Optimistic? (Simply Wall St.)
Oct-17-22 08:00AM	Fennec Pharmaceuticals Announces Commercial Availability of PEDMARK® (sodium thiosulfate injection) in the United States (GlobeNewswire)
Sep-26-22 07:35AM	Fennec Pharmaceuticals Announces Second Closing of $20 Million Investment from Petrichor (GlobeNewswire) -8.30%
Sep-21-22 02:19PM	RTP pharma to see $20M infusion on heels of drug winning approval (American City Business Journals) +11.93%
01:05PM	After Two FDA Rejections, Fennec Pharma Lead Drug Scores US Approval For Chemo-Induced Hearing Loss (Benzinga)
07:00AM	Fennec Pharmaceuticals Announces FDA Approval of PEDMARK® (Sodium Thiosulfate Injection) (GlobeNewswire)
06:05AM	U.S. FDA approves Fennec's hearing loss therapy (Reuters)
Aug-22-22 07:04AM	Fennec Pharmaceuticals Closes First $5 Million Investment From Petrichor (GlobeNewswire)
Aug-12-22 06:59AM	Fennec Pharmaceuticals Announces Second Quarter 2022 Financial Results and Provides Business Update (GlobeNewswire)
Aug-01-22 02:59PM	RTP drugmaker secures up to $45M despite regulatory speed bumps (American City Business Journals)
07:30AM	Fennec Pharmaceuticals Announces Up to $45 Million Investment From Petrichor (GlobeNewswire)
Jul-10-22 08:42AM	What Kind Of Shareholders Own Fennec Pharmaceuticals Inc. (NASDAQ:FENC)? (Simply Wall St.)
Jun-14-22 06:00PM	Fennec Announces Results of Annual Meeting (GlobeNewswire)
May-23-22 07:29AM	Fennec Pharmaceuticals to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-12-22 06:00AM	Fennec Pharmaceuticals Announces First Quarter 2022 Financial Results and Provides Business Update (GlobeNewswire)
May-06-22 05:17PM	Inflation crushes market caps of Triangle's biggest public companies except these ones (American City Business Journals)
May-03-22 09:55AM	Can Adherex Technologies Inc. (FENC) Climb 92% to Reach the Level Wall Street Analysts Expect? (Zacks)
Apr-27-22 06:00AM	Fennec Pharmaceuticals Announces FDA Acceptance for Filing of New Drug Application Resubmission for PEDMARK (GlobeNewswire) -9.27%
Mar-25-22 07:00AM	Fennec Pharmaceuticals to Participate in the 2022 Maxim Virtual Growth Conference (GlobeNewswire)
Mar-24-22 06:00AM	Fennec Pharmaceuticals Resubmits New Drug Application to U.S. Food and Drug Administration for Pedmark (GlobeNewswire) -6.41%
Feb-28-22 06:00AM	Fennec Pharmaceuticals Announces Fiscal Year 2021 Financial Results And Provides Business Update (GlobeNewswire)
Jan-31-22 06:00AM	Fennec Pharmaceuticals Announces Management Change (GlobeNewswire) +5.20%
Jan-27-22 05:38PM	Hartford Financial Management Inc. Buys Exelon Corp, American Electric Power Co Inc, Pinnacle ... (GuruFocus.com) -7.54%
Dec-14-21 07:50PM	SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Fennec Pharmaceuticals Inc. - FENC (ACCESSWIRE)
Dec-13-21 10:08AM	SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Fennec Pharmaceuticals Inc. - FENC (PR Newswire)
Dec-01-21 07:06AM	RTP drugmaker suffers another regulatory setback (American City Business Journals) -11.39%
Nov-30-21 04:20PM	Fennec (FENC) Gets CRL From FDA for Pedmark, Stock Down (Zacks) -8.16%
10:57AM	FENC Fennec Pharmaceuticals Inc. Investors Who Have Lost More Than $25,000 Are Encouraged To Contact Kehoe Law Firm, P.C. Securities Class Action Investigation (GlobeNewswire)
06:00AM	Fennec Pharmaceuticals Receives Complete Response Letter from the FDA for its New Drug Application for PEDMARK to Prevent Ototoxicity Associated with Cisplatin in Pediatric Patients with Localized, Non-Metastatic, Solid Tumors (GlobeNewswire)
05:49AM	When Will Fennec Pharmaceuticals Inc. (NASDAQ:FENC) Breakeven? (Simply Wall St.)
Nov-29-21 07:23PM	SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Fennec Pharmaceuticals Inc. - FENC (GlobeNewswire) -50.41%
07:24AM	Fennec Pharmaceuticals Expects FDA Rejection for New Drug (Investing.com)
06:00AM	Fennec Pharmaceuticals Expects to Receive Complete Response Letter from the FDA for its New Drug Application for PEDMARK to Prevent Ototoxicity Associated with Cisplatin in Pediatric Patients with Localized, Non-Metastatic, Solid Tumors (GlobeNewswire)
Nov-10-21 06:00AM	Fennec Pharmaceuticals Announces Third Quarter 2021 Financial Results and Provides Business Update (GlobeNewswire)
Oct-05-21 08:30AM	4 Breakout Stocks for Impressive Returns (Zacks)
Sep-29-21 02:27PM	Hedge Funds Are Piling Into Fennec Pharmaceuticals Inc. (FENC) (Insider Monkey)
Sep-09-21 06:00AM	Fennec Pharmaceuticals to Participate in Upcoming Investor Conferences (GlobeNewswire)
Aug-10-21 06:00AM	Fennec Pharmaceuticals Announces Second Quarter 2021 Financial Results and Provides Business Update (GlobeNewswire)
Aug-02-21 03:18AM	Is Fennec Pharmaceuticals Inc. (NASDAQ:FENC) Popular Amongst Institutions? (Simply Wall St.)
Jun-29-21 05:30PM	Fennec Announces Results of Annual Meeting (GlobeNewswire)
Jun-24-21 06:00AM	Fennec Pharmaceuticals Announces Amendment to Increase Existing Senior Debt Facility (GlobeNewswire) +7.52%
Jun-22-21 07:17AM	Fennec Pharma Stock Is Trading Higher As Pedmark Is Under FDA Review For Chemo-Induced Toxicity (Benzinga) +5.13%
06:00AM	Fennec Pharmaceuticals Announces FDA Acceptance of New Drug Application Resubmission for PEDMARK (GlobeNewswire)
Jun-03-21 03:33AM	Here's Why We're Not Too Worried About Fennec Pharmaceuticals' (NASDAQ:FENC) Cash Burn Situation (Simply Wall St.)
May-28-21 06:00AM	Fennec Pharmaceuticals Resubmits New Drug Application to U.S. Food and Drug Administration for PEDMARK (GlobeNewswire) +6.66%
May-13-21 06:00AM	Fennec Pharmaceuticals Announces First Quarter 2021 Financial Results and Provides Business Update (GlobeNewswire)
Apr-04-21 05:54AM	Analysts Are Optimistic We'll See A Profit From Fennec Pharmaceuticals Inc. (NASDAQ:FENC) (Simply Wall St.)
Mar-30-21 06:00AM	Fennec Announces Fiscal Year 2020 Financial Results and Provides Business Update (GlobeNewswire)
Feb-03-21 01:59AM	What Type Of Shareholders Make Up Fennec Pharmaceuticals Inc.'s (NASDAQ:FENC) Share Registry? (Simply Wall St.)
Dec-09-20 07:51AM	New Strong Sell Stocks for December 9th (Zacks) -5.74%
Dec-02-20 11:27PM	Here is What Hedge Funds Think About Fennec Pharmaceuticals Inc. (FENC) (Insider Monkey)
Nov-27-20 10:27AM	New Strong Sell Stocks for November 27th (Zacks)
Nov-19-20 10:02AM	New Strong Sell Stocks for November 19th (Zacks)
Nov-16-20 07:02AM	Fennec Pharmaceuticals Announces Third Quarter 2020 Financial Results and Provides Business Update (GlobeNewswire)
Nov-05-20 07:46AM	Here's Why We're Not Too Worried About Fennec Pharmaceuticals' (NASDAQ:FENC) Cash Burn Situation (Simply Wall St.)
Nov-02-20 03:57PM	FENC ALERT: The Klein Law Firm Announces a Lead Plaintiff Deadline of November 2, 2020 in the Class Action Filed on Behalf of Fennec Pharmaceuticals Inc. Limited Shareholders (Newsfile)
02:30PM	FENC Final Deadline: Bronstein, Gewirtz & Grossman, LLC Reminds Fennec Pharmaceuticals Inc. Investors of Class Action and Lead Plaintiff Deadline: November 2, 2020 (ACCESSWIRE)
01:10PM	LAWSUITS FILED AGAINST POR, FENC and CLNC - Jakubowitz Law Pursues Shareholders Claims (ACCESSWIRE)
11:29AM	SHAREHOLDER ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Fennec Pharmaceuticals Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of November 2, 2020 - FENC (Newsfile)
10:00AM	FENC Deadline: Bronstein, Gewirtz & Grossman, LLC Reminds Fennec Pharmaceuticals Inc. Investors of Class Action and Lead Plaintiff Deadline: November 2, 2020 (Newsfile)

Fennec Pharmaceuticals, Inc. operates as a biopharmaceutical company. It engages in the development of sodium thiosulfate for the prevention of ototoxicity from cisplatin in pediatric cancer patients. The company was founded by Orest W. Blaschuk on September 3, 1996 and is headquartered in Durham, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Raykov Rosty	CHIEF EXECUTIVE OFFICER	May 01 '24	Sale	9.11	2,431	22,152	187,471	May 02 04:59 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 22 '24	Option Exercise	2.31	22,223	51,335	22,223	Apr 22 07:34 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 22 '24	Sale	9.32	22,223	207,029	0	Apr 22 07:34 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 19 '24	Option Exercise	2.31	22,222	51,333	22,222	Apr 22 07:34 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 19 '24	Sale	9.34	22,222	207,442	0	Apr 22 07:34 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 18 '24	Sale	9.62	22,222	213,776	0	Apr 18 09:43 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 17 '24	Sale	9.91	22,222	220,220	22,222	Apr 18 09:43 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 16 '24	Sale	10.28	22,222	228,389	0	Apr 16 06:00 PM
RALLIS CHRIS A	Director	Apr 15 '24	Option Exercise	10.45	1,389	14,515	45,838	Apr 15 06:15 PM
Haigh Adrian	CHIEF OPERATING OFFICER	Apr 15 '24	Sale	10.30	22,222	228,793	22,222	Apr 16 06:00 PM
RALLIS CHRIS A	Director	Apr 15 '24	Sale	10.45	800	8,360	44,449	Apr 15 06:15 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Apr 05 '24	Sale	10.75	44,300	476,269	187,471	Apr 05 04:56 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Apr 04 '24	Sale	10.89	44,283	482,400	231,771	Apr 05 04:56 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Apr 03 '24	Sale	10.78	40,584	437,451	276,054	Apr 03 05:37 PM
RALLIS CHRIS A	Director	Mar 26 '24	Option Exercise	2.31	4,329	10,000	45,249	Mar 27 04:24 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Mar 26 '24	Sale	10.90	13,975	152,346	91,771	Mar 27 04:22 PM
RALLIS CHRIS A	Director	Mar 26 '24	Sale	10.97	2,114	23,191	40,920	Mar 27 04:24 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Mar 25 '24	Sale	11.00	13,975	153,690	105,746	Mar 25 07:31 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Jan 05 '24	Sale	10.41	15,000	156,150	119,721	Jan 05 05:24 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Jan 04 '24	Sale	10.64	15,000	159,600	134,721	Jan 05 05:24 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Dec 28 '23	Option Exercise	1.59	8,540	13,579	291,127	Dec 29 04:30 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Dec 28 '23	Sale	11.55	3,656	42,227	287,471	Dec 29 04:30 PM
RALLIS CHRIS A	Director	Dec 26 '23	Option Exercise	1.59	3,144	4,999	46,178	Dec 28 04:02 PM
RALLIS CHRIS A	Director	Dec 26 '23	Sale	10.90	1,390	15,151	44,788	Dec 28 04:02 PM
RALLIS CHRIS A	Director	Nov 20 '23	Sale	8.25	269	2,219	43,034	Nov 20 09:20 PM
Islam Khalid	Director	Nov 16 '23	Option Exercise	2.06	213,825	441,400	213,825	Nov 16 04:05 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Nov 08 '23	Sale	7.76	25,044	194,267	282,587	Nov 09 04:38 PM
Raykov Rosty	CHIEF EXECUTIVE OFFICER	Nov 03 '23	Option Exercise	1.59	74,793	118,921	307,631	Nov 03 05:19 PM
RALLIS CHRIS A	Director	Aug 18 '23	Sale	7.85	673	5,283	43,303	Aug 18 05:00 PM
RALLIS CHRIS A	Director	Jul 24 '23	Option Exercise	0.72	16,666	12,000	50,772	Jul 24 05:04 PM
RALLIS CHRIS A	Director	Jul 24 '23	Sale	8.17	6,796	55,523	43,976	Jul 24 05:04 PM
RALLIS CHRIS A	Director	Jul 06 '23	Option Exercise	0.96	5,280	5,069	34,106	Jul 06 05:20 PM
RALLIS CHRIS A	Director	Jul 06 '23	Sale	8.47	2,207	18,693	28,826	Jul 06 05:20 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Jun 30 '23	Option Exercise	2.45	25,000	61,250	149,721	Jun 30 04:21 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Jun 30 '23	Sale	8.82	7,500	66,150	124,721	Jun 30 04:21 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Jun 29 '23	Sale	8.97	7,500	67,275	132,221	Jun 30 04:21 PM
Andrade Robert	CHIEF FINANCIAL OFFICER	Jun 28 '23	Sale	8.99	10,000	89,900	139,721	Jun 30 04:21 PM
RALLIS CHRIS A	Director	May 19 '23	Sale	7.36	1,758	12,939	31,033	May 19 04:41 PM

Open in Screener

STRA

Strategic Education Inc

May 06 • 04:00PM ET

123.00

Dollar change +2.35
Percentage change 1.95	%

Consumer Defensive • Education & Training Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

STRA Strategic Education Inc daily Stock Chart

Held by: IJR VTI IWM VB VBR VXF IWN IJS DFAT SCHA

Index	RUT	P/E	29.05	EPS (ttm)	4.23	Insider Own	3.32%	Shs Outstand	24.41M	Perf Week	4.40%
Market Cap	3.03B	Forward P/E	20.76	EPS next Y	5.92	Insider Trans	-1.60%	Shs Float	23.79M	Perf Month	18.86%
Income	101.52M	PEG	1.48	EPS next Q	1.19	Inst Own	92.76%	Short Float	1.68%	Perf Quarter	29.45%
Sales	1.17B	P/S	2.59	EPS this Y	34.01%	Inst Trans	-6.12%	Short Ratio	3.35	Perf Half Y	42.82%
Book/sh	66.75	P/B	1.84	EPS next Y	18.86%	ROA	4.70%	Short Interest	0.40M	Perf Year	50.22%
Cash/sh	10.92	P/C	11.26	EPS next 5Y	19.60%	ROE	6.24%	52W Range	64.53 - 121.29	Perf YTD	33.16%
Dividend Est.	2.40 (1.95%)	P/FCF	24.88	EPS past 5Y	-	ROI	5.58%	52W High	1.41%	Beta	0.58
Dividend TTM	2.40 (1.95%)	Quick Ratio	1.49	Sales past 5Y	14.18%	Gross Margin	45.43%	52W Low	90.61%	ATR (14)	3.67
Dividend Ex-Date	May 23, 2024	Current Ratio	1.49	EPS Y/Y TTM	172.30%	Oper. Margin	12.37%	RSI (14)	74.59	Volatility	2.91% 2.99%
Employees	3774	Debt/Eq	0.12	Sales Y/Y TTM	9.72%	Profit Margin	8.70%	Recom	1.00	Target Price	136.25
Option/Short	Yes / Yes	LT Debt/Eq	0.11	EPS Q/Q	1525.52%	Payout	82.38%	Rel Volume	0.88	Prev Close	120.65
Sales Surprise	5.83%	EPS Surprise	90.92%	Sales Q/Q	13.11%	Earnings	Apr 25 BMO	Avg Volume	119.16K	Price	123.00
SMA20	16.07%	SMA50	18.30%	SMA200	37.60%	Trades		Volume	103,222	Change	1.95%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-17-24	Upgrade	Truist	Hold → Buy	$110 → $125
Aug-18-23	Upgrade	BofA Securities	Neutral → Buy	$99 → $90
May-26-23	Initiated	Truist	Hold	$85
Apr-13-23	Resumed	BofA Securities	Neutral	$103
Apr-30-21	Downgrade	BofA Securities	Buy → Neutral	$103 → $85
Dec-02-20	Initiated	BofA Securities	Buy	$107
Sep-18-20	Initiated	Truist	Hold	$105
Jul-30-20	Upgrade	Sidoti	Neutral → Buy
May-20-20	Initiated	Sidoti	Neutral	$187
Jan-10-20	Reiterated	BMO Capital Markets	Outperform	$167 → $180
Aug-01-19	Reiterated	Barrington Research	Outperform	$185 → $210
Jun-28-19	Reiterated	First Analysis Sec	Strong Buy	$210 → $216
Aug-21-18	Initiated	Barrington Research	Outperform	$160
Mar-05-18	Upgrade	Piper Jaffray	Neutral → Overweight
Mar-05-18	Upgrade	First Analysis Sec	Equal-Weight → Overweight	$105 → $112
May-15-17	Reiterated	First Analysis Sec	Equal-Weight	$76 → $95
Feb-03-16	Initiated	Credit Suisse	Neutral
Aug-01-14	Upgrade	BMO Capital Markets	Market Perform → Outperform	$55 → $60
Feb-24-14	Reiterated	Deutsche Bank	Sell	$34 → $40
Nov-01-13	Reiterated	Deutsche Bank	Sell	$38 → $34

Show Previous Ratings

May-06-24 12:20PM	Surging Earnings Estimates Signal Upside for Strategic Education (STRA) Stock (Zacks)
May-03-24 09:50AM	Here's Why Strategic Education (STRA) is a Strong Momentum Stock (Zacks)
May-02-24 07:00PM	Director Viet Dinh Acquires 4,300 Shares of Strategic Education Inc (STRA) (GuruFocus.com)
09:23AM	Strategic Education, Inc. (NASDAQ:STRA) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 07:01AM	Strayer University Names Dr. Antoinette Toni Farmer-Thompson President (Business Wire)
09:15AM	Loading…
Apr-29-24 09:15AM	Strategic Education Inc. (STRA) Hit a 52 Week High, Can the Run Continue? (Zacks)
Apr-26-24 12:08PM	Strategic Education (STRA) Shares Up on Earnings & Revenue Beat (Zacks)
08:50AM	Recent Price Trend in Strategic Education (STRA) is Your Friend, Here's Why (Zacks)
Apr-25-24 03:42PM	Why Strategic Education (STRA) Stock Is Up Today (StockStory) +16.28%
10:54AM	STRA Stock Earnings: Strategic Education Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:30AM	Strategic Education (STRA) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
07:45AM	Strategic Education (STRA) Q1 Earnings and Revenues Beat Estimates (Zacks)
06:50AM	Strategic Education's (NASDAQ:STRA) Q1: Beats On Revenue (StockStory)
06:30AM	Strategic Education, Inc. Reports First Quarter 2024 Results (Business Wire)
Apr-24-24 03:03AM	Strategic Education (STRA) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
11:25AM	Loading…
Apr-22-24 11:25AM	40 Best Business Schools in the World for 2024 (Insider Monkey)
Apr-18-24 10:01AM	Strategic Education (STRA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-09-24 06:19AM	Education Services Stocks Q4 Highlights: Strategic Education (NASDAQ:STRA) (StockStory)
Mar-27-24 01:31PM	Harvard Business Review Analytic Services Survey Highlights Missed Opportunities for Those Without Tuition Assistance Benefits (Business Wire)
Mar-21-24 04:10PM	Strategic Education, Inc. Schedules First Quarter 2024 Results Conference Call (Business Wire)
Mar-19-24 12:20PM	Earnings Estimates Moving Higher for Strategic Education (STRA): Time to Buy? (Zacks)
Mar-14-24 07:01AM	Strayer University Places Sixth in NSA Codebreaker Challenge (Business Wire)
Mar-11-24 04:28PM	Strategic Education, Inc. Publishes 2023 Annual Report and Letter to Shareholders (Business Wire)
Mar-04-24 09:18AM	Strategic Education, Inc. (NASDAQ:STRA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-01-24 09:26AM	Strategic Education (STRA) Q4 Earnings Beat, Enrollment Up (Zacks)
Feb-29-24 07:33PM	Why Strategic Education Stock Popped Today (Motley Fool) +16.55%
07:40AM	Strategic Education (STRA) Beats Q4 Earnings and Revenue Estimates (Zacks)
06:51AM	Strategic Education Inc (STRA) Reports Growth in Fourth Quarter Earnings Amidst Operational ... (GuruFocus.com)
06:45AM	Strategic Education (NASDAQ:STRA) Exceeds Q4 Expectations (StockStory)
06:30AM	Strategic Education, Inc. Reports Fourth Quarter 2023 Results (Business Wire)
10:00AM	Loading…
Feb-22-24 10:00AM	Strategic Education (STRA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-31-24 12:10PM	Why Strategic Education (STRA) is Poised to Beat Earnings Estimates Again (Zacks)
Jan-30-24 07:02AM	Jasons Deli Partners with Sophia Learning to Provide Access to Online General Education Courses (Business Wire)
Jan-23-24 04:49PM	Strategic Education (STRA) to Report in February: Wall Street Expects Earnings Growth (Revised) (Zacks)
Jan-22-24 10:00AM	Strategic Education (STRA) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jan-12-24 04:10PM	Strategic Education, Inc. Schedules Fourth Quarter 2023 Results Conference Call and Announces Date for Annual Meeting (Business Wire)
Dec-12-23 07:01AM	Jack Welch Management Institute Ranked Eighth Best Online MBA Program by Poets&Quants (Business Wire)
Dec-05-23 05:10AM	The Rise of EdTech: 3 Stocks Transforming Education (InvestorPlace)
Nov-06-23 10:48AM	Strategic Education, Inc. (NASDAQ:STRA) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-02-23 08:05AM	Strategic Education Inc (STRA) Reports 8.7% Revenue Increase in Q3 2023 (GuruFocus.com)
06:30AM	Strategic Education, Inc. Reports Third Quarter 2023 Results; Will Hold Investor and Analyst Day (Business Wire)
Oct-13-23 07:00AM	Capella University is Reaffirmed Among Select Institutions Offering Project Management Degree Programs (Business Wire)
Sep-28-23 07:01AM	Capella University Names Constance St. Germain as New President (Business Wire)
Sep-26-23 04:10PM	Strategic Education, Inc. Schedules Third Quarter 2023 Results Conference Call and Provides Registration Details for 2023 Investor and Analyst Day (Business Wire)
Aug-21-23 08:22PM	Stocks to Watch This Weeks Top 7 Wall Street Upgrades (InvestorPlace)
Aug-18-23 09:37AM	Hawaiian Electric upgraded, CVS downgraded: Wall Street's top analyst calls (The Fly)
Jul-30-23 08:08AM	Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60 (Simply Wall St.)
Jul-27-23 06:30AM	Strategic Education, Inc. Reports Second Quarter 2023 Results (Business Wire) +5.42%
Jul-20-23 08:00AM	Hormel Foods Announces Free College Tuition for Team Members (PR Newswire)
07:02AM	National Survey Finds Workers Happier Than Last Year, Rising Employee Expectations on Employer-Sponsored Education Benefits (Business Wire)
Jul-16-23 08:24AM	Strategic Education's (NASDAQ:STRA) earnings have declined over three years, contributing to shareholders 55% loss (Simply Wall St.)
Jul-11-23 11:12PM	XTM Provides Update on Status of Financial Statements (Business Wire)
Jun-22-23 04:10PM	Strategic Education, Inc. Schedules Second Quarter 2023 Results Conference Call (Business Wire)
Jun-21-23 08:00PM	STRA: Lowering target price to $80.00 (Argus Research)
May-23-23 07:02AM	Devmountain Announces Expansion of In-Person Coding Bootcamps at Strayer University Facilities (Business Wire)
May-18-23 07:56AM	Is Strategic Education, Inc.'s (NASDAQ:STRA) Recent Price Movement Underpinned By Its Weak Fundamentals? (Simply Wall St.)
May-02-23 11:54AM	University of the People Partners with Sophia Learning to Provide Low-Cost Pathways to Degree Attainment (Business Wire) -8.32%
Apr-30-23 08:04AM	Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60 (Simply Wall St.)
Apr-27-23 06:30AM	Strategic Education, Inc. Reports First Quarter 2023 Results (Business Wire)
Apr-26-23 08:00PM	STRA: Raising target price to $102.00 (Argus Research)
Apr-20-23 06:21AM	A Strategic Education, Inc. (NASDAQ:STRA) insider increased their holdings by 173% last year (Simply Wall St.)
Mar-28-23 07:03AM	Strayer University Supports Next Generation of Social Justice Leaders through Fellows for Justice Scholarship (Business Wire)
Mar-20-23 04:10PM	Strategic Education, Inc. Schedules First Quarter 2023 Results Conference Call and Confirms Date and Location for 2023 Investor and Analyst Day (Business Wire)
Mar-13-23 05:03PM	Strategic Education, Inc. Publishes 2022 Annual Report and Letter to Shareholders (Business Wire)
Feb-26-23 07:17AM	Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60 (Simply Wall St.)
Feb-22-23 04:05PM	Strategic Education, Inc. Reports Fourth Quarter 2022 Results (Business Wire)
11:33AM	Calculating The Fair Value Of Strategic Education, Inc. (NASDAQ:STRA) (Simply Wall St.)
Feb-10-23 07:30AM	Capella University Announces Accreditation of Master of Science in Human Services Program (Business Wire)
Feb-07-23 07:03AM	Jack Welch Management Institute Named #7 in The Princeton Review 2023 List of Top 50 Online MBA Programs (Business Wire)
Feb-06-23 06:29AM	Strategic Education's (NASDAQ:STRA) one-year earnings growth trails the decent shareholder returns (Simply Wall St.)
Feb-02-23 09:30AM	Pioneer in Online Learning Publishes New Report on Competency-Based Education Outcomes (Business Wire)
Jan-12-23 04:10PM	Strategic Education, Inc. Schedules Fourth Quarter 2022 Results Conference Call; Announces Date for Annual Meeting; Announces Investor and Analyst Day (Business Wire)
Dec-09-22 07:01AM	Capella University Announces New Appointments to Board of Trustees (Business Wire)
Dec-07-22 02:41PM	Strategic Education, Inc.'s (NASDAQ:STRA) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock? (Simply Wall St.)
Nov-21-22 07:40AM	Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60 (Simply Wall St.)
Nov-20-22 07:39AM	It Might Not Be A Great Idea To Buy Strategic Education, Inc. (NASDAQ:STRA) For Its Next Dividend (Simply Wall St.)
Nov-17-22 07:02AM	Strayer University's Master of Science in Information Security and Assurance designated as a National Center for Academic Excellence in Cyber Defense (Business Wire)
Nov-11-22 05:12AM	Michael Thawley Is The Independent Director of Strategic Education, Inc. (NASDAQ:STRA) And They Just Picked Up 173% More Shares (Simply Wall St.)
Nov-09-22 05:36AM	Strategic Education Third Quarter 2022 Earnings: EPS: US$0.26 (vs US$0.16 in 3Q 2021) (Simply Wall St.)
Nov-06-22 07:12AM	Strategic Education (NASDAQ:STRA) Will Pay A Dividend Of $0.60 (Simply Wall St.)
Nov-03-22 06:30AM	Strategic Education, Inc. Reports Third Quarter 2022 Results (Business Wire) +8.88%
Oct-06-22 07:02AM	Six Flags Entertainment to Provide World-Class Employee Education Benefits Through Workforce Edge (Business Wire)
Sep-27-22 04:57PM	Strategic Education, Inc. Schedules Third Quarter 2022 Results Conference Call (Business Wire)
Sep-19-22 07:02AM	Strayer University celebrates 130 years of championing change in education (Business Wire)
Sep-15-22 07:00AM	Is There An Opportunity With Strategic Education, Inc.'s (NASDAQ:STRA) 40% Undervaluation? (Simply Wall St.)
Sep-12-22 06:30AM	Strategic Education, Inc. Announces Appointment of Former Australian Ambassador to the United States Michael Thawley to Board of Directors (Business Wire)
Aug-29-22 02:24PM	Earnings growth of 25% over 3 years hasn't been enough to translate into positive returns for Strategic Education (NASDAQ:STRA) shareholders (Simply Wall St.)
Aug-18-22 07:01AM	Capella University's Bachelor of Science in Information Technology Redesignated as a National Center of Academic Excellence in Cyber Defense (Business Wire)
Aug-15-22 01:02PM	Strategic Education, Inc. (NASDAQ:STRA) insider upped their holding by 5.8% earlier this year (Simply Wall St.)
Aug-09-22 07:02AM	Devmountain and Hackbright Academy Coding Programs Endorsed as OneTen Talent Developers (Business Wire)
Jul-30-22 08:06AM	Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60 (Simply Wall St.)
Jul-27-22 02:30PM	Strayer Education (STRA) Q2 2022 Earnings Call Transcript (Motley Fool)
06:30AM	Strategic Education, Inc. Reports Second Quarter 2022 Results (Business Wire)
Jul-12-22 07:03AM	Workforce Edge Partners with Caesars Entertainment to Provide Nearly 50,000 Eligible U.S.-Based Team Members Access to Robust Tuition Benefit Program (Business Wire)
Jun-22-22 04:15PM	Strategic Education, Inc. Schedules Second Quarter 2022 Results Conference Call (Business Wire)
Jun-14-22 07:37AM	Should Weakness in Strategic Education, Inc.'s (NASDAQ:STRA) Stock Be Seen As A Sign That Market Will Correct The Share Price Given Decent Financials? (Simply Wall St.)
Jun-09-22 04:15PM	The Center for Social Dynamics to Offer 'Dreams Come TRUE', a Top-Tier Education Benefit for Employees through Workforce Edge (PR Newswire)
Jun-08-22 07:05AM	Amid Great Resignation, Survey Finds Even Happy Employees Are Looking for New Opportunities; Tuition Benefits can Increase Loyalty (Business Wire)
May-16-22 09:06AM	We Think Strategic Education (NASDAQ:STRA) Can Stay On Top Of Its Debt (Simply Wall St.)
May-01-22 08:43AM	Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of US$0.60 (Simply Wall St.)

Strategic Education, Inc. engages in the provision of educational services. It provides access to education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills. The firm operates through three segments: U.S. Higher Education, Education Technology Services and Australia/New Zealand. The U.S. Higher Education segment primarily consists of Strayer University and Capella University and focuses on providing flexible and affordable certificate and degree programs to working adults. The Education Technology Services segment focuses on developing and maintaining relationships with employers to build employee education benefits programs. The Australia/New Zealand segment through Torrens University and associated assets, provides certificate and degree programs in Australia and New Zealand. The company was founded in 1892 and is headquartered in Herndon, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GILLIGAN J KEVIN	Vice Chairman	May 04 '29	Sale	148.88	739	110,022	6,293	May 05 04:36 PM
GRUSKY ROBERT R	Director	May 06 '24	Sale	122.50	350	42,875	11,345	May 06 04:08 PM
GRUSKY ROBERT R	Director	May 02 '24	Sale	118.55	250	29,638	11,695	May 06 04:08 PM
DINH VIET D	Director	Apr 30 '24	Buy	114.83	4,300	493,769	15,020	May 02 04:14 PM
GRUSKY ROBERT R	Director	Apr 29 '24	Sale	120.99	462	55,897	11,945	May 01 04:39 PM
MCDONNELL RAYMOND KARL	CHIEF EXECUTIVE OFFICER	Feb 27 '24	Sale	95.99	12,820	1,230,592	161,359	Feb 29 04:46 PM
JACKSON DANIEL WAYNE	CHIEF FINANCIAL OFFICER	Feb 27 '24	Sale	95.95	3,713	356,262	71,770	Feb 29 04:48 PM

Open in Screener

ISRG

Intuitive Surgical Inc

May 06 • 04:00PM ET

383.05

Dollar change +1.69
Percentage change 0.44	%

Healthcare • Medical Instruments & Supplies • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ISRG Intuitive Surgical Inc daily Stock Chart

Held by: VTI VOO QQQ IVV VUG IHI VHT IWF QQQM BOTZ

Index	NDX, S&P 500	P/E	69.12	EPS (ttm)	5.54	Insider Own	0.69%	Shs Outstand	352.30M	Perf Week	2.38%
Market Cap	135.87B	Forward P/E	52.02	EPS next Y	7.36	Insider Trans	-10.71%	Shs Float	352.25M	Perf Month	-1.37%
Income	1.99B	PEG	5.50	EPS next Q	1.54	Inst Own	85.12%	Short Float	0.91%	Perf Quarter	-0.23%
Sales	7.32B	P/S	18.57	EPS this Y	9.95%	Inst Trans	-0.44%	Short Ratio	2.18	Perf Half Y	37.84%
Book/sh	39.36	P/B	9.73	EPS next Y	17.29%	ROA	13.76%	Short Interest	3.22M	Perf Year	26.33%
Cash/sh	13.53	P/C	28.31	EPS next 5Y	12.56%	ROE	15.79%	52W Range	254.85 - 403.76	Perf YTD	13.54%
Dividend Est.	-	P/FCF	664.41	EPS past 5Y	9.71%	ROI	14.24%	52W High	-5.13%	Beta	1.39
Dividend TTM	-	Quick Ratio	4.61	Sales past 5Y	14.41%	Gross Margin	66.41%	52W Low	50.30%	ATR (14)	8.90
Dividend Ex-Date	-	Current Ratio	5.55	EPS Y/Y TTM	52.08%	Oper. Margin	25.26%	RSI (14)	53.92	Volatility	1.92% 2.42%
Employees	13676	Debt/Eq	0.00	Sales Y/Y TTM	13.81%	Profit Margin	27.16%	Recom	2.00	Target Price	425.67
Option/Short	Yes / Yes	LT Debt/Eq	0.00	EPS Q/Q	51.45%	Payout	0.00%	Rel Volume	0.57	Prev Close	381.36
Sales Surprise	1.09%	EPS Surprise	5.89%	Sales Q/Q	11.46%	Earnings	Apr 18 AMC	Avg Volume	1.47M	Price	383.05
SMA20	1.37%	SMA50	-0.56%	SMA200	14.56%	Trades		Volume	878,194	Change	0.44%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-17-23	Initiated	HSBC Securities	Buy	$318
Jul-19-23	Initiated	Robert W. Baird	Outperform	$377
Apr-19-23	Reiterated	Wells Fargo	Overweight	$289 → $310
Apr-19-23	Reiterated	Truist	Buy	$300 → $325
Apr-19-23	Reiterated	Stifel	Buy	$285 → $315
Apr-19-23	Reiterated	RBC Capital Mkts	Outperform	$305 → $309
Apr-19-23	Reiterated	Raymond James	Outperform	$270 → $323
Apr-19-23	Reiterated	Morgan Stanley	Equal-Weight	$265 → $285
Apr-19-23	Reiterated	JP Morgan	Overweight	$250 → $335
Apr-19-23	Reiterated	Evercore ISI	In-line	$240 → $270
Apr-19-23	Reiterated	Citigroup	Buy	$305 → $317
Apr-19-23	Reiterated	BTIG Research	Buy	$284 → $313
Apr-19-23	Reiterated	BofA Securities	Buy	$300 → $315
Mar-29-23	Initiated	UBS	Neutral	$278
Mar-23-23	Initiated	William Blair	Outperform
Oct-18-22	Initiated	Barclays	Overweight	$235
Oct-13-22	Initiated	Mizuho	Neutral	$215
Oct-12-22	Initiated	Jefferies	Hold	$210
Apr-13-22	Initiated	Truist	Buy	$360
Apr-06-22	Initiated	Wolfe Research	Peer Perform	$315

Show Previous Ratings

May-06-24 02:25PM	Intuitive Surgical Insider Sold Shares Worth $649,420, According to a Recent SEC Filing (MT Newswires)
May-05-24 07:15AM	3 Robotics Stocks That Could Be Multibaggers in the Making: Spring Edition (InvestorPlace)
May-04-24 10:00AM	Shhh! 3 Secret Robotics Stocks Flying Below Wall Street's Radar (InvestorPlace)
May-03-24 08:30AM	Intuitive Surgical Builds On Its Robotic Surgery Prowess. But Challengers Are Coming. (Investor's Business Daily)
May-02-24 09:00AM	Here is What to Know Beyond Why Intuitive Surgical, Inc. (ISRG) is a Trending Stock (Zacks)
01:44PM	Loading…
Apr-30-24 01:44PM	Intuitive Surgical Insider Sold Shares Worth $695,293, According to a Recent SEC Filing (MT Newswires)
Apr-29-24 05:07PM	Cutting Edge Picks: 3 Med Tech Stocks With Room to Run (InvestorPlace)
Apr-26-24 02:19PM	3 Robotics Stocks That Will Make Early Investors Exceedingly Wealthy (InvestorPlace)
Apr-25-24 07:15PM	Intuitive Announces Board of Directors Elections and Retirements (GlobeNewswire)
06:00AM	Medtech Marvels: 3 Groundbreaking Medical Device Stocks to Watch in 2024 (InvestorPlace)
Apr-24-24 02:26PM	Intuitive Surgical Insider Sold Shares Worth $741,398, According to a Recent SEC Filing (MT Newswires)
11:16AM	Here's Why Boston Scientific Corporation (BSX) Rose in Q1 (Insider Monkey)
Apr-23-24 11:07AM	Intuitive Surgical (ISRG) Rose on its Announcement of Launch of a New Robotic System (Insider Monkey)
Apr-22-24 09:00AM	Intuitive Surgical, Inc. (ISRG) is Attracting Investor Attention: Here is What You Should Know (Zacks)
Apr-20-24 01:03AM	Decoding Intuitive Surgical Inc (ISRG): A Strategic SWOT Insight (GuruFocus.com)
04:13PM	Loading…
Apr-19-24 04:13PM	Intuitive Surgical Reverses Lower On Expected 'Choppiness' For Its Pivotal Launch (Investor's Business Daily)
03:13PM	Hop on the Robotics Rocket: 3 Stocks on Pace to Triple by 2030 (InvestorPlace)
10:55AM	Intuitive Surgical, Inc. (NASDAQ:ISRG) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:08AM	Intuitive Surgical Stock Pops After Selling Eight New Robots In Two Weeks (Investor's Business Daily)
08:15AM	Got $500? 3 Healthcare Stocks to Buy and Hold Forever (Motley Fool)
07:59AM	Intuitive Surgical (ISRG) Q1 Earnings Beat, Procedures Robust (Zacks)
07:00AM	Q1 2024 Intuitive Surgical Inc Earnings Call (Thomson Reuters StreetEvents)
07:00AM	Intuitives rollout of new da Vinci 5 robot steals Q1 spotlight (MedTech Dive)
03:08AM	Intuitive Surgical Inc (ISRG) Q1 2024 Earnings Call Transcript Highlights: Robust Growth and ... (GuruFocus.com)
Apr-18-24 09:46PM	Intuitive Surgical Stock Jumps After Q1 Earnings Beat Amid da Vinci Robotic System Growth (Investopedia)
09:15PM	Intuitive Surgical (ISRG) Q1 2024 Earnings Call Transcript (Motley Fool)
08:53PM	ISRG Stock Earnings: Intuitive Surgical Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:00PM	Intuitive Surgical (ISRG) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:15PM	Intuitive Surgical, Inc. (ISRG) Q1 Earnings and Revenues Top Estimates (Zacks)
04:53PM	Intuitive Surgical Pops On Quick Uptake For Its New Robotic Surgeon (Investor's Business Daily)
04:52PM	Loading…
04:52PM	Medical device maker Intuitive beats estimates on strong demand for surgical robots (Reuters)
04:17PM	Intuitive Surgical Narrowly Beats First-Quarter Expectations, But Shares Remain Muted (Investor's Business Daily)
04:05PM	Intuitive Announces First Quarter Earnings (GlobeNewswire)
Apr-17-24 05:00PM	Robotics Stocks to Watch in April: 3 Top Picks Poised for Explosive Growth (InvestorPlace)
08:32AM	Should You Buy Intuitive Surgical (ISRG) Ahead of Earnings? (Zacks)
Apr-16-24 02:04PM	Is a Beat Likely for Intuitive Surgical (ISRG) in Q1 Earnings? (Zacks)
09:30AM	Is Intuitive Surgical (ISRG) a Buy as Wall Street Analysts Look Optimistic? (Zacks)
Apr-15-24 09:19AM	Intuitive Surgical (ISRG) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Apr-14-24 09:30AM	What To Expect in the Markets This Week (Investopedia)
Apr-12-24 06:30AM	Wall Street Favorites: 3 Robotics Stocks with Strong Buy Ratings for April 2024 (InvestorPlace)
Apr-11-24 02:55PM	The 3 Most Promising MedTech Stocks to Invest In Now (InvestorPlace)
10:00AM	Intuitive Surgical, Inc. (ISRG) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-10-24 05:30PM	If You Can Only Buy One Robotics Stock in April, It Better Be One of These 3 Names (InvestorPlace)
09:21AM	Is Intuitive Surgical Stock Going to $430? 1 Wall Street Analyst Thinks So. (Motley Fool)
09:00AM	Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
04:35AM	2 Monster Growth Stocks to Buy in 2024 Before They Surge Even Higher (Motley Fool)
Apr-09-24 06:00PM	Why Intuitive Surgical, Inc. (ISRG) Outpaced the Stock Market Today (Zacks)
Apr-04-24 10:52AM	Intuitive Surgical Stock Has 20% Upside, According to 1 Wall Street Analyst. Is the Stock a Buy Near Its All-Time High? (Motley Fool)
10:30AM	The 3 Most Undervalued Robotics Stocks to Buy in April 2024 (InvestorPlace)
Apr-03-24 06:00PM	Intuitive Surgical, Inc. (ISRG) Outperforms Broader Market: What You Need to Know (Zacks)
Apr-02-24 07:45AM	Meta Platforms, AMD Lead 10 Stocks Showing This Bullish Action (Investor's Business Daily)
07:04AM	Outperforming ETF manager names a potential 50-bagger in the stock market (MarketWatch)
Apr-01-24 02:37PM	The 3 Best Robotics Stocks to Buy in April 2024 (InvestorPlace)
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Mar-29-24 09:00AM	Intuitive Surgical, Inc. (ISRG) is Attracting Investor Attention: Here is What You Should Know (Zacks)
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09:53AM	1 New Reason to Buy Intuitive Surgical Stock and Hold Forever (Motley Fool)
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09:00AM	Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It (Zacks)
05:42AM	Intuitive details launch plan for new da Vinci 5 robot (MedTech Dive)
Mar-15-24 04:11PM	Intuitive Surgical Yo-Yoes After Winning FDA Clearance For New Surgical Robot (Investor's Business Daily)
12:17PM	Adobe, Ulta Beauty fall; Madrigal, Intuitive Surgical rise, Friday, 3/15/2024 (Associated Press Finance)
10:42AM	Intuitive Surgical Pares Its Gains Despite Winning FDA Clearance For New Surgical Robot (Investor's Business Daily)
10:09AM	Intuitive Surgical's (ISRG) Da Vinci 5 Receives FDA Approval (Zacks)
09:41AM	ISRG Stock Alert: The FDA Is Giving Intuitive Surgical a Big Boost (InvestorPlace)
Mar-14-24 05:16PM	Intuitive Surgical Pops After Winning FDA Clearance For Next-Gen Robotic System (Investor's Business Daily)
04:30PM	Intuitive Announces FDA Clearance of Fifth-Generation Robotic System, da Vinci 5 (GlobeNewswire)
09:39AM	The Blue-Chip Advantage: 7 Stocks for Investors Who Play to Win (InvestorPlace)
Mar-13-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Declines More Than Market: Some Information for Investors (Zacks)
Mar-12-24 03:00PM	Intuitive Surgical Inc EVP & Chief Strategy & Corporate Operations Officer Robert ... (GuruFocus.com)
Mar-09-24 02:11PM	Wall Street Picked These 13 AI Stocks for 2024 (Insider Monkey)
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Mar-06-24 01:31PM	The Top 3 Robotics Stocks to Buy in March 2024 (InvestorPlace)
11:56AM	15 Countries with the Best Public Health Systems in the World (Insider Monkey)
09:00AM	Investors Heavily Search Intuitive Surgical, Inc. (ISRG): Here is What You Need to Know (Zacks)
07:11AM	Analyst Report: Intuitive Surgical, Inc. (Morningstar Research)
Mar-05-24 06:05PM	The Top 3 Stocks for Beginners With Little Money in March 2024 (InvestorPlace)
Mar-04-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Advances While Market Declines: Some Information for Investors (Zacks)
Mar-03-24 10:15AM	Adding $1,000 to These Top Growth Stocks Would Be a Brilliant Move (Motley Fool)
Mar-02-24 12:42AM	Intuitive Surgical Inc (ISRG) EVP & Chief Medical Officer Myriam Curet Sells Company Shares (GuruFocus.com)
Feb-29-24 04:08PM	3 Value Tech Stocks Ripe for the Picking (InvestorPlace)
Feb-27-24 05:50PM	Intuitive Surgical, Inc. (ISRG) Stock Sinks As Market Gains: What You Should Know (Zacks)
Feb-26-24 04:54PM	3 Breakout Stocks to Buy BEFORE They Take Flight (InvestorPlace)
01:43AM	Automation Aces: 3 Top Robotics Stocks to Command Your Portfolio (InvestorPlace)

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RUBASH MARK J	Director	May 03 '24	Option Exercise	295.92	1,709	505,727	17,760	May 06 02:18 PM
RUBASH MARK J	Director	May 03 '24	Sale	380.00	1,709	649,420	16,051	May 06 02:18 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 29 '24	Option Exercise	249.61	376	93,855	5,695	Apr 30 01:36 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 29 '24	Sale	375.39	376	141,147	5,507	Apr 30 01:36 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 26 '24	Option Exercise	273.00	1,498	408,950	5,903	Apr 30 01:36 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Apr 26 '24	Sale	369.92	1,498	554,146	5,507	Apr 30 01:36 PM
Beery Joseph C	Director	Apr 25 '24	Option Exercise	0.00	569	0	2,371	Apr 26 03:09 PM
BARRATT CRAIG H	Director	Apr 25 '24	Option Exercise	0.00	804	0	26,155	Apr 26 02:57 PM
Reed Monica P	Director	Apr 25 '24	Option Exercise	0.00	569	0	1,606	Apr 26 02:47 PM
LEVY ALAN J	Director	Apr 25 '24	Option Exercise	0.00	569	0	25,888	Apr 26 02:38 PM
Leonard Keith R	Director	Apr 25 '24	Option Exercise	0.00	569	0	1,606	Apr 26 03:44 PM
Ladd Amy L	Director	Apr 25 '24	Option Exercise	0.00	569	0	1,271	Apr 26 04:12 PM
Johnson Amal M	Director	Apr 25 '24	Option Exercise	0.00	569	0	12,275	Apr 26 05:03 PM
KANIA DON R	Director	Apr 25 '24	Option Exercise	0.00	569	0	3,838	Apr 26 08:08 PM
Kolli Sreelakshmi	Director	Apr 25 '24	Option Exercise	0.00	240	0	240	Apr 26 08:34 PM
NACHTSHEIM JAMI K	Director	Apr 25 '24	Option Exercise	0.00	569	0	5,632	Apr 26 08:41 PM
RUBASH MARK J	Director	Apr 25 '24	Option Exercise	0.00	569	0	16,051	Apr 29 05:15 PM
Curet Myriam	EVP & Chief Medical Officer	Apr 23 '24	Option Exercise	180.27	5,318	958,650	3,116	Apr 24 01:18 PM
LEVY ALAN J	Director	Apr 23 '24	Option Exercise	154.24	2,000	308,473	27,319	Apr 24 02:22 PM
Curet Myriam	EVP & Chief Medical Officer	Apr 23 '24	Sale	370.66	5,318	1,971,160	298	Apr 24 01:18 PM
LEVY ALAN J	Director	Apr 23 '24	Sale	370.70	2,000	741,398	25,319	Apr 24 02:22 PM
Widman Fredrik	VP Corporate Controller	Mar 15 '24	Option Exercise	59.23	1,224	72,495	722	Mar 18 02:35 PM
Widman Fredrik	VP Corporate Controller	Mar 15 '24	Sale	397.07	5,041	2,001,630	110	Mar 18 02:35 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 11 '24	Option Exercise	243.03	329	79,956	5,627	Mar 11 08:11 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 11 '24	Sale	390.16	329	128,363	5,507	Mar 11 08:11 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 11 '24	Sale	390.16	196	76,471	1,058	Mar 11 04:43 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 08 '24	Option Exercise	297.63	14,728	4,383,438	18,224	Mar 11 08:11 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Mar 08 '24	Sale	393.80	20,296	7,992,510	5,507	Mar 11 08:11 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 08 '24	Sale	392.02	196	76,836	1,254	Mar 11 04:43 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 07 '24	Sale	393.30	196	77,087	1,450	Mar 07 05:17 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 06 '24	Sale	386.76	196	75,805	1,646	Mar 07 05:17 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Mar 05 '24	Sale	400.00	196	78,400	1,842	Mar 07 05:17 PM
Curet Myriam	EVP & Chief Medical Officer	Mar 01 '24	Sale	383.48	1,605	615,485	298	Mar 01 06:11 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 29 '24	Option Exercise	0.00	3,256	0	3,045	Feb 29 05:00 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Feb 29 '24	Option Exercise	0.00	3,676	0	11,772	Feb 29 05:16 PM
Rosa David J.	President	Feb 29 '24	Option Exercise	0.00	3,757	0	218,555	Feb 29 01:18 PM
Widman Fredrik	VP Corporate Controller	Feb 29 '24	Option Exercise	0.00	1,317	0	4,094	Feb 29 01:04 PM
Samath Jamie	Chief Financial Officer	Feb 29 '24	Option Exercise	0.00	2,006	0	9,139	Feb 29 07:48 PM
GUTHART GARY S	CEO	Feb 29 '24	Option Exercise	0.00	6,370	0	16,629	Mar 01 01:01 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 29 '24	Option Exercise	0.00	1,843	0	2,483	Feb 29 07:38 PM
Charlton Henry L	SVP & Chief Commercial and Mkt	Feb 29 '24	Option Exercise	0.00	2,201	0	23,824	Feb 29 06:56 PM
Miller Brian Edward	EVP & Chief Digital Officer	Feb 29 '24	Option Exercise	0.00	2,817	0	13,028	Feb 29 07:26 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 29 '24	Option Exercise	0.00	3,256	0	50,150	Feb 29 07:17 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 28 '24	Option Exercise	142.35	129,810	18,478,437	58,397	Feb 29 07:17 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 28 '24	Sale	385.08	108,790	41,893,066	26,877	Feb 29 07:17 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 27 '24	Sale	386.46	843	325,786	298	Feb 27 03:58 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 26 '24	Option Exercise	0.00	1,710	0	2,008	Feb 27 03:58 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 26 '24	Option Exercise	0.00	855	0	1,564	Feb 27 04:16 PM
Samath Jamie	Chief Financial Officer	Feb 26 '24	Option Exercise	0.00	1,284	0	8,197	Feb 27 03:26 PM
Rosa David J.	President	Feb 26 '24	Option Exercise	0.00	1,710	0	216,807	Feb 27 03:19 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 26 '24	Option Exercise	0.00	1,710	0	27,744	Feb 27 03:35 PM
Miller Brian Edward	EVP & Chief Digital Officer	Feb 26 '24	Option Exercise	0.00	1,650	0	11,432	Feb 27 03:49 PM
Widman Fredrik	VP Corporate Controller	Feb 26 '24	Option Exercise	0.00	609	0	3,298	Feb 27 01:19 PM
Charlton Henry L	SVP & Chief Commercial and Mkt	Feb 26 '24	Option Exercise	0.00	1,284	0	22,649	Feb 26 01:35 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Feb 26 '24	Option Exercise	0.00	1,587	0	9,597	Feb 27 06:34 PM
GUTHART GARY S	CEO	Feb 26 '24	Option Exercise	0.00	3,030	0	13,754	Feb 26 07:38 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 16 '24	Sale	378.29	32	12,105	709	Feb 16 05:51 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 15 '24	Sale	382.03	30	11,461	741	Feb 16 05:51 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 14 '24	Sale	380.09	30	11,403	771	Feb 16 05:51 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 13 '24	Sale	375.50	30	11,265	801	Feb 13 06:27 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 12 '24	Sale	386.09	481	185,709	298	Feb 13 12:29 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 12 '24	Sale	386.09	30	11,583	831	Feb 13 06:27 PM
Curet Myriam	EVP & Chief Medical Officer	Feb 10 '24	Option Exercise	0.00	838	0	1,136	Feb 13 12:29 PM
Widman Fredrik	VP Corporate Controller	Feb 10 '24	Option Exercise	0.00	568	0	2,911	Feb 12 02:11 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Feb 10 '24	Option Exercise	0.00	958	0	8,326	Feb 12 02:04 PM
GUTHART GARY S	CEO	Feb 10 '24	Option Exercise	0.00	2,634	0	12,059	Feb 12 03:38 PM
Samath Jamie	Chief Financial Officer	Feb 10 '24	Option Exercise	0.00	1,078	0	7,314	Feb 12 03:29 PM
Charlton Henry L	SVP & Chief Commercial and Mkt	Feb 10 '24	Option Exercise	0.00	1,078	0	21,703	Feb 12 01:55 PM
MOHR MARSHALL	Executive VP Global Business S	Feb 10 '24	Option Exercise	0.00	2,873	0	27,119	Feb 12 03:21 PM
Miller Brian Edward	EVP & Chief Digital Officer	Feb 10 '24	Option Exercise	0.00	1,317	0	10,269	Feb 12 04:23 PM
Brosius Mark	See Remarks	Feb 10 '24	Option Exercise	0.00	838	0	1,286	Feb 12 04:23 PM
Rosa David J.	President	Feb 10 '24	Option Exercise	0.00	1,437	0	215,826	Feb 12 04:54 PM
LOEB GARY	General Counsel	Feb 10 '24	Option Exercise	0.00	315	0	2,024	Feb 12 08:57 PM
Rosa David J.	President	Feb 07 '24	Option Exercise	52.37	140,850	7,375,967	230,089	Feb 08 02:06 PM
Rosa David J.	President	Feb 07 '24	Sale	389.28	80,710	31,418,468	163,399	Feb 08 02:06 PM
Brosius Mark	SVP & Chief Mfg and Supply Cha	Feb 01 '24	Sale	378.41	39	14,758	448	Feb 05 05:15 PM
GUTHART GARY S	CEO	Jan 29 '24	Option Exercise	51.02	33,750	1,721,776	33,750	Jan 30 04:28 PM
GUTHART GARY S	CEO	Jan 29 '24	Sale	376.06	24,325	9,147,669	9,425	Jan 30 04:28 PM
GUTHART GARY S	CEO	Jan 29 '24	Sale	374.41	4,960	1,857,074	27,360	Jan 30 04:28 PM
Curet Myriam	EVP & Chief Medical Officer	Jan 26 '24	Option Exercise	179.67	4,318	775,816	3,007	Jan 29 05:32 PM
Johnson Amal M	Director	Jan 26 '24	Option Exercise	56.97	6,696	381,501	18,402	Jan 29 05:25 PM
LEVY ALAN J	Director	Jan 26 '24	Option Exercise	92.79	2,000	185,578	27,247	Jan 29 05:28 PM
Johnson Amal M	Director	Jan 26 '24	Sale	370.08	6,696	2,478,032	11,706	Jan 29 05:25 PM
Curet Myriam	EVP & Chief Medical Officer	Jan 26 '24	Sale	370.15	4,318	1,598,298	189	Jan 29 05:32 PM
LEVY ALAN J	Director	Jan 26 '24	Sale	370.20	2,000	740,405	25,319	Jan 29 05:28 PM
Curet Myriam	EVP & Chief Medical Officer	Nov 16 '23	Option Exercise	173.01	8,819	1,525,799	4,689	Nov 17 03:00 PM
Johnson Amal M	Director	Nov 16 '23	Option Exercise	41.26	9,567	394,713	21,273	Nov 17 03:11 PM
Johnson Amal M	Director	Nov 16 '23	Sale	300.00	9,567	2,870,100	11,706	Nov 17 03:11 PM
Curet Myriam	EVP & Chief Medical Officer	Nov 16 '23	Sale	300.00	8,819	2,645,700	189	Nov 17 03:00 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Nov 14 '23	Option Exercise	244.58	867	212,054	7,856	Nov 15 06:45 PM
LEVY ALAN J	Director	Nov 14 '23	Option Exercise	90.49	2,000	180,989	27,319	Nov 15 06:44 PM
LEVY ALAN J	Director	Nov 14 '23	Sale	290.00	2,000	580,000	25,319	Nov 15 06:44 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Nov 14 '23	Sale	290.00	867	251,430	7,259	Nov 15 06:45 PM
GUTHART GARY S	CEO	Oct 26 '23	Option Exercise	49.34	33,750	1,665,336	50,936	Oct 26 07:51 PM
GUTHART GARY S	CEO	Oct 26 '23	Sale	260.11	27,385	7,123,030	23,551	Oct 26 07:51 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Oct 24 '23	Option Exercise	194.12	1,110	215,468	7,823	Oct 25 04:30 PM
GUTHART GARY S	CEO	Oct 24 '23	Sale	271.93	4,960	1,348,773	29,840	Oct 26 07:51 PM
DeSantis Robert	EVP & Chief Strategy & Corp Op	Oct 24 '23	Sale	273.49	1,110	303,574	7,259	Oct 25 04:30 PM
LOEB GARY	General Counsel	Oct 10 '23	Option Exercise	0.00	2,613	0	2,613	Oct 12 05:18 PM
Ladd Amy L	Director	Sep 14 '23	Sale	305.68	500	152,840	702	Sep 15 04:39 PM

Open in Screener

MSTR

Microstrategy Inc.

May 06 • 04:00PM ET

1268.81

Dollar change +45.80
Percentage change 3.74	%

Technology • Software - Application • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

MSTR Microstrategy Inc. daily Stock Chart

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

Index	RUT	P/E	-	EPS (ttm)	-6.70	Insider Own	11.62%	Shs Outstand	16.97M	Perf Week	-1.87%
Market Cap	21.53B	Forward P/E	-	EPS next Y	-2.06	Insider Trans	-20.52%	Shs Float	15.00M	Perf Month	-11.83%
Income	-85.19M	PEG	-	EPS next Q	-0.72	Inst Own	53.01%	Short Float	23.02%	Perf Quarter	158.62%
Sales	489.59M	P/S	43.98	EPS this Y	-114.16%	Inst Trans	-3.20%	Short Ratio	1.43	Perf Half Y	179.70%
Book/sh	136.01	P/B	9.33	EPS next Y	44.92%	ROA	-1.82%	Short Interest	3.45M	Perf Year	306.36%
Cash/sh	4.93	P/C	257.16	EPS next 5Y	10.00%	ROE	-5.99%	52W Range	266.00 - 1999.99	Perf YTD	100.88%
Dividend Est.	-	P/FCF	-	EPS past 5Y	68.04%	ROI	-1.42%	52W High	-36.56%	Beta	3.04
Dividend TTM	-	Quick Ratio	0.78	Sales past 5Y	-0.01%	Gross Margin	77.12%	52W Low	377.00%	ATR (14)	131.04
Dividend Ex-Date	-	Current Ratio	0.78	EPS Y/Y TTM	92.84%	Oper. Margin	-2.02%	RSI (14)	48.77	Volatility	9.19% 8.80%
Employees	1934	Debt/Eq	1.51	Sales Y/Y TTM	-2.45%	Profit Margin	-17.40%	Recom	1.60	Target Price	1465.60
Option/Short	Yes / Yes	LT Debt/Eq	1.51	EPS Q/Q	-109.72%	Payout	0.00%	Rel Volume	0.58	Prev Close	1223.01
Sales Surprise	-5.57%	EPS Surprise	-466.97%	Sales Q/Q	-5.47%	Earnings	Apr 29 AMC	Avg Volume	2.41M	Price	1268.81
SMA20	-2.03%	SMA50	-7.80%	SMA200	83.94%	Trades		Volume	1,387,032	Change	3.74%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-27-24	Initiated	The Benchmark Company	Buy	$990
Dec-11-23	Reiterated	BTIG Research	Buy	$560 → $690
Jul-26-23	Initiated	TD Cowen	Outperform	$520
Jul-11-23	Resumed	BTIG Research	Buy	$490
Apr-28-23	Initiated	Berenberg	Buy	$430
Jul-26-22	Downgrade	Jefferies	Hold → Underperform	$180
May-04-21	Initiated	William Blair	Outperform
Apr-09-21	Initiated	Canaccord Genuity	Buy	$920
Apr-01-21	Initiated	Jefferies	Hold	$700
Apr-01-21	Initiated	BTIG Research	Buy	$850
Dec-08-20	Downgrade	Citigroup	Neutral → Sell	$200 → $250
Feb-11-19	Initiated	BWS Financial	Buy	$200
Oct-27-17	Reiterated	Mizuho	Buy	$220 → $200
Jul-28-17	Downgrade	Deutsche Bank	Buy → Hold	$220 → $180
Jan-24-17	Downgrade	Citigroup	Buy → Neutral
Nov-16-16	Reiterated	Mizuho	Buy	$190 → $220
Jul-29-16	Reiterated	Mizuho	Neutral	$200 → $190
Jul-29-16	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Apr-11-16	Initiated	Citigroup	Buy
Jan-11-16	Reiterated	Deutsche Bank	Buy	$220 → $200

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May-06-24 04:03PM	Two Big Bitcoin Catalysts Could Drive MicroStrategy Stock Gains, TD Cowen Says (CoinDesk)
10:44AM	AMD, Micron, Super Micro, Marathon Digital, and Other Tech Stocks in Focus Today (Barrons.com)
07:05AM	Investors eye earnings from Disney, Uber, Airbnb in another busy week: Yahoo Finance (Yahoo Finance Video)
06:04AM	AMD, MicroStrategy, Meta, Marathon Digital, and Other Tech Stocks in Focus Today (Barrons.com)
May-02-24 11:21AM	MicroStrategy Unveils Plan for Bitcoin-Based Decentralized Identity Using Ordinals (CoinDesk) +9.84%
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08:52AM	MicroStrategy unveils Bitcoin digital ID solution (Forkast News)
May-01-24 11:48AM	MicroStrategy Incorporated (NASDAQ:MSTR) Q1 2024 Earnings Call Transcript (Insider Monkey)
05:01AM	MicroStrategy Inc (MSTR) Q1 2024 Earnings Call Transcript Highlights: Strategic Bitcoin ... (GuruFocus.com)
Apr-30-24 07:06PM	Why MicroStrategy Stock Plummeted by Nearly 18% on Tuesday (Motley Fool) -17.63%
07:03PM	Analyst adjusts MicroStrategy stock price target after earnings (TheStreet)
04:21PM	These Stocks Moved the Most Today: MicroStrategy, Eli Lilly, 3M, PayPal, GE Healthcare, F5, Tesla, Chegg, Super Micro, and More (Barrons.com)
03:56PM	Sector Update: Tech Stocks Fall Late Afternoon (MT Newswires)
03:11PM	Stock Market Crash Alert: 3 Must-Buy Russell 2000 Stocks When Prices Plunge (InvestorPlace)
02:24PM	These Stocks Are Moving the Most Today: MicroStrategy, Eli Lilly, 3M, PayPal, GE Healthcare, F5, Tesla, Chegg, Super Micro, and More (Barrons.com)
02:05PM	MicroStrategy stock plunges after it lost $53 million and plans to buy more Bitcoin (Quartz)
01:59PM	Loading…
01:59PM	Sector Update: Tech Stocks Slipping Tuesday Afternoon (MT Newswires)
01:32PM	Amazon, AMD, Starbucks earnings on tap: Yahoo Finance (Yahoo Finance Video)
01:09PM	MicroStrategy Stock Sinks After a Steep Loss. Bitcoin Prices Explain the Earnings Miss. (Barrons.com)
12:28PM	Update: MicroStrategy Shares Drop After Q1 Results Miss (MT Newswires)
12:22PM	Eli Lilly, 3M rise; MicroStrategy, Chegg fall, Tuesday, 4/30/2024 (Associated Press)
10:19AM	Canaccord Genuity Raises Price Target on MicroStrategy to $1,590 From $1,810, Maintains Buy Rating (MT Newswires)
09:55AM	Stocks to Watch Tuesday: PayPal, Eli Lilly, 3M, McDonald's (The Wall Street Journal)
09:31AM	MicroStrategy (MSTR) Stock Is Plunging on Earnings. Just Wait for the Next Bitcoin Run (InvestorPlace)
09:26AM	MicroStrategy Stock Falls After a Steep Loss. Bitcoin Prices Explain the Earnings Miss. (Barrons.com)
09:11AM	Sector Update: Tech Stocks Edge Lower Premarket Tuesday (MT Newswires)
09:03AM	MicroStrategy Extends Data and AI Access Across the Enterprise with Latest MicroStrategy AI Release and New Auto Express Trial (Business Wire)
08:47AM	Sector Update: Tech (MT Newswires)
08:40AM	MicroStrategys Steep Loss Was a Technicality. It Doesnt MatterBitcoin Does. (Barrons.com)
08:00AM	First Mover Americas: Bitcoin Falls to $62K as Hong Kong ETFs Fail to Meet Expectations (CoinDesk)
07:30AM	McDonald's, Coca-Cola report, investors await Amazon, AMD: Yahoo Finance (Yahoo Finance Video)
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06:49AM	Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Tuesday; MicroStrategy, Tesla to Decline (MT Newswires)
04:09AM	MicroStrategy Now Holds $13.6B Worth of Bitcoin, 1% of Total Circulating Supply: Canaccord (CoinDesk)
Apr-29-24 09:54PM	MSTR Stock Earnings: MicroStrategy Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace)
09:30PM	MicroStrategy (MSTR) Q1 2024 Earnings Call Transcript (Motley Fool)
05:32PM	MicroStrategy Inc (MSTR) Reports Q1 2024 Earnings: Misses Revenue and EPS Estimates Amidst ... (GuruFocus.com)
05:12PM	MicroStrategys Saylor Reaps a Stock Windfall During Bitcoins Record Run (Bloomberg)
04:40PM	MicroStrategy Swings to Non-GAAP Loss in Q1, Sales Decline; Shares Drop After Hours (MT Newswires)
04:37PM	MicroStrategy: Q1 Earnings Snapshot (Associated Press Finance)
04:33PM	MicroStrategy Q1 Operating Loss of $53.1M After Bitcoin Holdings Impairment Charge of $191.6M (CoinDesk)
04:01PM	MicroStrategy Announces First Quarter 2024 Financial Results; Now Holds 214,400 BTC (Business Wire)
03:35PM	The Dow takes a break as earnings season ramps up (Quartz)
10:12AM	13 Best Extremely Profitable Stocks to Invest in (Insider Monkey)
06:40AM	7 Compelling Crypto Stocks for Investors to Consider This Spring (InvestorPlace)
06:30AM	MicroStrategy Stock: Is Michael Saylor's Selling Spree a Red Flag for Investors? (InvestorPlace)
06:20AM	3 Winners of the Bitcoin Halving (Motley Fool)
Apr-28-24 08:00AM	What To Expect in the Markets This Week (Investopedia)
Apr-27-24 07:30AM	3 Crypto Stocks Up More Than 500% Since 2023 (Motley Fool)
Apr-26-24 04:18PM	Microstrategy Insider Sold Shares Worth $6,225,883, According to a Recent SEC Filing (MT Newswires)
12:58PM	Halving Event Aftermath: The 3 Hottest Crypto-Related Stocks to Watch Right Now (InvestorPlace)
Apr-25-24 08:48AM	MicroStrategy Could Merit S&P 500 Inclusion If It Adopts New Accounting Rules: Benchmark (CoinDesk)
Apr-24-24 04:19PM	Microstrategy Insider Sold Shares Worth $6,731,400, According to a Recent SEC Filing (MT Newswires) -5.45%
Apr-23-24 07:00PM	MicroStrategy Inc (MSTR) Executive Chairman Sells Company Shares (GuruFocus.com)
04:11PM	Microstrategy Insider Sold Shares Worth $5,502,694, According to a Recent SEC Filing (MT Newswires)
09:03AM	MicroStrategy World 2024 to Feature Keynotes from Leaders at AWS, Bayer Pharmaceuticals, Microsoft, the U.S. Dept. of State, and Vuori (Business Wire)
Apr-22-24 04:35PM	Microstrategy Insider Sold Shares Worth $6,005,367, According to a Recent SEC Filing (MT Newswires) +12.77%
01:49PM	MicroStrategy and Coinbase jump with other crypto stocks after a successful Bitcoin halving (Quartz)
08:06AM	Russell 2000? Its the Russell 2, Thanks to Super Micro Stock and MicroStrategy. (Barrons.com)
03:57AM	Russell 2000? Its the Russell 2, Thanks to Super Micro and MicroStrategy. (Barrons.com)
Apr-20-24 12:39PM	A dot-com entrepreneur who once lost $6 billion in one day has made billions from the Bitcoin rally and his companys surging shares (Fortune)
Apr-19-24 11:49AM	Bitcoin bounces back above $64K as halving approaches (Yahoo Finance Video)
Apr-18-24 07:00PM	MicroStrategy Inc Executive Chairman and 10% Owner Michael Saylor Sells Company Shares (GuruFocus.com)
10:53AM	What You Need To Know Ahead of The Bitcoin Halving (Investopedia)
09:54AM	Bill Miller's Latest 13 Stock Picks (Insider Monkey)
Apr-16-24 07:00PM	MicroStrategy Inc Executive Chairman and 10% Owner Michael Saylor Sells Company Shares (GuruFocus.com) -6.13%
07:00PM	MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells Company Shares (GuruFocus.com)
04:01PM	MicroStrategy Announces Earnings Release Date and Live Video Webinar for First Quarter 2024 Financial Results (Business Wire)
01:30PM	Here's How Much Bitcoin You Need To Become a Millionaire, According To Michael Saylor (Benzinga)
09:12AM	MicroStrategy Incorporated (MSTR) Rose on Strong Bitcoin Performance (Insider Monkey)
Apr-15-24 11:14PM	30 Largest Stock Exchanges in the World (Insider Monkey) -9.71%
Apr-11-24 07:30AM	PPI reading lower than expected, investors gear up for banks: Yahoo Finance (Yahoo Finance Video)
Apr-10-24 09:05PM	MicroStrategy Inc Executive Chairman and 10% Owner Michael Saylor Sells Company Shares (GuruFocus.com) +8.67%
09:29AM	MicroStrategy leads crypto sector short losses with $2 billion hit since March (Reuters)
09:24AM	MicroStrategy leads crypto sector short losses with $2 bln hit since March (Reuters)
09:11AM	Here's How Super Micro Computer (SMCI) Contributed to the Underperformance of ClearBridge Small Cap Growth Strategy (Insider Monkey)
09:07AM	Nvidia (NVDA) Accounted for 24% of S&P 500 Index's Return (Insider Monkey)
08:32AM	MicroStrategy (MSTR) was at its Peak in Q1 (Insider Monkey)
Apr-09-24 09:00PM	MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 5,000 Shares (GuruFocus.com)
04:54PM	Defiance ETF Would Bet on Falling MSTR Stock (etf.com)
01:49PM	MicroStrategy Bonds Likely to Convert After 390% Share Jump (Bloomberg)
08:03AM	Fully Cloud-Native MicroStrategy ONE Platform Now Available on Google Cloud Marketplace (Business Wire)
05:55AM	Metaplanet Shares Soar as Japanese Firm Mimics MicroStrategy on Bitcoin Buying (CoinDesk)
05:06AM	5 Artificial Intelligence (AI) Stocks That Can Plunge Up to 86%, According to Select Wall Street Analysts (Motley Fool)
02:03AM	BTC Surges Towards $72,000, Boosting Crypto Stocks like MicroStrategy (CoinMarketCap)
Apr-08-24 07:00PM	MicroStrategy Inc Executive Chairman and 10% Owner Michael Saylor Sells 4,312 Shares (GuruFocus.com) +5.14%
07:00PM	MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells Company Shares (GuruFocus.com)
04:28PM	These Stocks Moved the Most Today: Tesla, MicroStrategy, GE Vernova, Ducommun, Apartment Income REIT, Fastly, SoFi, and More (Barrons.com)
04:01PM	MicroStrategy times the market 'really well': Analyst (Yahoo Finance Video)
01:30PM	Solar eclipse, Trump Media stock plummets: Yahoo Finance Live (Yahoo Finance Video)
01:09PM	These Stocks Are Moving the Most Today: Tesla, MicroStrategy, GE Vernova, Ducommun, Apartment Income REIT, Fastly, SoFi, and More (Barrons.com)
01:02PM	Amazon, Taiwan Semi, Coinbase, MicroStrategy, and Other Tech Stocks in Focus Today (Barrons.com)
12:49PM	Stocks to Watch Monday: Paramount, Tesla, Coinbase (The Wall Street Journal)
11:20AM	Dear MSTR Stock Fans, Mark Your Calendars for April 20 (InvestorPlace)
10:17AM	Crypto stocks are soaring as Bitcoin tops $72,000 with the big 'halving' event in sight (Quartz)
08:10AM	MicroStrategy Should Continue to Rally as Bitcoin Halving Nears: Benchmark (CoinDesk)
07:30AM	Dimons AI comments, new Boeing investigation, US solar eclipse: Yahoo Finance Live (Yahoo Finance Video)
Apr-05-24 09:05PM	MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 5,000 Shares (GuruFocus.com) -10.92%
05:00PM	10 Unstoppable Tech Stocks To Buy (Insider Monkey)
04:09PM	11 Best Technology Penny Stocks To Invest In Now (Insider Monkey)
01:13PM	MicroStrategy Eyes More Gains on Bitcoin Halving After 150% Rally (Bloomberg)
11:22AM	MicroStrategys Implied Premium to Bitcoin Settling Into New Norm, BTIG Says (CoinDesk)

MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SAYLOR MICHAEL J	Executive Chairman	Apr 25 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 26 04:11 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 25 '24	Sale	1245.18	5,000	6,225,883	0	Apr 26 04:11 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 24 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 25 04:30 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 24 '24	Sale	1295.80	5,000	6,478,995	0	Apr 25 04:30 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 23 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 24 04:03 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 23 '24	Sale	1346.28	5,000	6,731,400	0	Apr 24 04:03 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 22 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 23 04:03 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 22 '24	Sale	1285.38	4,281	5,502,694	719	Apr 23 04:03 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 22 '24	Sale	1338.20	719	962,165	0	Apr 23 04:04 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 19 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 22 04:25 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 19 '24	Sale	1201.07	5,000	6,005,367	0	Apr 22 04:25 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 18 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 19 04:02 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 18 '24	Sale	1229.03	5,000	6,145,132	0	Apr 19 04:02 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 17 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 18 04:06 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 17 '24	Sale	1218.09	2,482	3,023,310	0	Apr 18 04:07 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 17 '24	Sale	1168.73	2,518	2,942,863	2,482	Apr 18 04:06 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 16 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 17 04:07 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 16 '24	Sale	1268.59	5,000	6,342,941	0	Apr 17 04:07 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 15 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 16 04:21 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 15 '24	Sale	1457.20	1,967	2,866,307	0	Apr 16 04:22 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 15 '24	Sale	1406.19	1,869	2,628,173	1,967	Apr 16 04:22 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 15 '24	Sale	1347.04	1,164	1,567,956	3,836	Apr 16 04:21 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 12 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 15 04:05 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 12 '24	Sale	1489.82	5,000	7,449,115	0	Apr 15 04:05 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 11 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 12 04:05 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 11 '24	Sale	1539.73	5,000	7,698,625	0	Apr 12 04:05 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 10 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 11 04:14 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 10 '24	Sale	1457.84	5,000	7,289,219	0	Apr 11 04:14 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 09 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 10 04:07 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 09 '24	Sale	1410.34	4,006	5,649,840	994	Apr 10 04:07 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 09 '24	Sale	1462.03	994	1,453,255	0	Apr 10 04:07 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 08 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 09 04:09 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 08 '24	Sale	1537.40	5,000	7,687,003	0	Apr 09 04:09 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 05 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 08 04:12 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 05 '24	Sale	1577.54	4,312	6,802,351	688	Apr 08 04:12 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 05 '24	Sale	1657.49	688	1,140,350	0	Apr 08 04:13 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 04 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 05 04:03 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 04 '24	Sale	1696.01	5,000	8,480,060	0	Apr 05 04:03 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 03 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 04 04:02 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 03 '24	Sale	1638.91	5,000	8,194,546	0	Apr 04 04:02 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 02 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 03 04:18 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 02 '24	Sale	1520.97	4,553	6,924,978	447	Apr 03 04:18 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 02 '24	Sale	1580.39	447	706,435	0	Apr 03 04:20 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 01 '24	Option Exercise	121.43	5,000	607,150	5,000	Apr 02 04:08 PM
SAYLOR MICHAEL J	Executive Chairman	Apr 01 '24	Sale	1630.88	5,000	8,154,377	0	Apr 02 04:08 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 28 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 29 04:04 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 28 '24	Sale	1741.53	3,973	6,919,114	1,027	Mar 29 04:04 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 28 '24	Sale	1926.78	1,027	1,978,804	0	Mar 29 04:05 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 27 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 28 04:09 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 27 '24	Sale	1910.16	3,860	7,373,214	1,140	Mar 28 04:09 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 27 '24	Sale	1951.33	1,140	2,224,517	0	Mar 28 04:10 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 26 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 27 04:25 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 26 '24	Sale	1870.41	5,000	9,352,038	0	Mar 27 04:25 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 25 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 26 05:13 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 25 '24	Sale	1696.89	2,340	3,970,727	2,660	Mar 26 05:13 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 25 '24	Sale	1822.08	1,851	3,372,663	809	Mar 26 05:17 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 25 '24	Sale	1856.97	809	1,502,287	0	Mar 26 05:21 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 22 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 25 04:51 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 22 '24	Sale	1544.43	5,000	7,722,131	0	Mar 25 04:51 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 21 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 22 04:18 PM
Patten Jarrod M	Director	Mar 21 '24	Option Exercise	121.43	3,675	446,255	3,675	Mar 22 04:36 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 21 '24	Sale	1625.04	3,740	6,077,655	1,260	Mar 22 04:18 PM
Patten Jarrod M	Director	Mar 21 '24	Sale	1632.55	3,675	5,999,638	0	Mar 22 04:36 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 21 '24	Sale	1680.49	1,260	2,117,415	0	Mar 22 04:23 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 20 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 21 04:37 PM
Patten Jarrod M	Director	Mar 20 '24	Option Exercise	121.43	1,425	173,038	1,425	Mar 22 04:36 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 20 '24	Sale	1435.38	3,988	5,724,300	1,012	Mar 21 04:37 PM
Patten Jarrod M	Director	Mar 20 '24	Sale	1449.11	1,425	2,064,986	0	Mar 22 04:36 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 20 '24	Sale	1537.02	1,012	1,555,466	0	Mar 21 04:41 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 19 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 20 05:03 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 19 '24	Sale	1312.34	3,669	4,814,962	1,331	Mar 20 05:03 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 19 '24	Sale	1416.13	1,331	1,884,869	0	Mar 20 05:05 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 18 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 19 04:42 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 18 '24	Sale	1562.53	3,152	4,925,088	1,848	Mar 19 04:42 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 18 '24	Sale	1674.59	1,848	3,094,642	0	Mar 19 04:50 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 15 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 18 05:32 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 15 '24	Sale	1622.15	1,850	3,000,978	3,150	Mar 18 05:32 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 15 '24	Sale	1785.98	1,600	2,857,576	0	Mar 18 05:41 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 15 '24	Sale	1720.12	1,550	2,666,182	1,600	Mar 18 05:37 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 14 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 15 04:55 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 14 '24	Sale	1663.58	2,310	3,842,877	1,708	Mar 15 04:59 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 14 '24	Sale	1692.15	1,508	2,551,757	200	Mar 15 05:06 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 14 '24	Sale	1617.73	982	1,588,606	4,018	Mar 15 04:55 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 14 '24	Sale	1722.48	200	344,496	0	Mar 15 05:08 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 13 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 14 04:24 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 13 '24	Sale	1688.20	2,688	4,537,879	2,312	Mar 14 04:24 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 13 '24	Sale	1753.25	2,312	4,053,517	0	Mar 14 04:28 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 12 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 13 05:16 PM
Patten Jarrod M	Director	Mar 12 '24	Option Exercise	121.43	2,575	312,682	2,575	Mar 13 04:39 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 12 '24	Sale	1511.80	3,307	4,999,520	1,693	Mar 13 05:16 PM
Patten Jarrod M	Director	Mar 12 '24	Sale	1526.88	2,575	3,931,716	0	Mar 13 04:39 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 12 '24	Sale	1558.03	1,693	2,637,739	0	Mar 13 05:22 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 11 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 12 04:35 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 11 '24	Sale	1607.70	2,818	4,530,501	0	Mar 12 04:36 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 11 '24	Sale	1534.86	2,182	3,349,069	2,818	Mar 12 04:35 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 08 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 11 04:10 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 08 '24	Sale	1352.40	3,950	5,341,971	1,050	Mar 11 04:10 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 08 '24	Sale	1415.05	1,050	1,485,801	0	Mar 11 04:11 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 07 '24	Option Exercise	121.43	5,000	607,150	5,000	Mar 08 04:46 PM
SAYLOR MICHAEL J	Executive Chairman	Mar 07 '24	Sale	1278.83	5,000	6,394,133	0	Mar 08 04:46 PM

Open in Screener

AYI

Acuity Brands, Inc.

May 06 • 04:00PM ET

259.14

Dollar change +4.73
Percentage change 1.86	%

Industrials • Electrical Equipment & Parts • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

AYI Acuity Brands, Inc. daily Stock Chart

Held by: VTI IJH VB VBR VXF COWZ XMHQ PAVE QCLN IJK

Index	-	P/E	21.68	EPS (ttm)	11.96	Insider Own	0.26%	Shs Outstand	31.05M	Perf Week	2.02%
Market Cap	7.98B	Forward P/E	15.62	EPS next Y	16.59	Insider Trans	-16.17%	Shs Float	30.72M	Perf Month	-4.69%
Income	377.70M	PEG	1.70	EPS next Q	4.12	Inst Own	98.82%	Short Float	3.84%	Perf Quarter	9.39%
Sales	3.85B	P/S	2.07	EPS this Y	10.10%	Inst Trans	-2.72%	Short Ratio	5.08	Perf Half Y	55.25%
Book/sh	69.57	P/B	3.73	EPS next Y	7.25%	ROA	10.93%	Short Interest	1.18M	Perf Year	67.24%
Cash/sh	18.80	P/C	13.79	EPS next 5Y	12.78%	ROE	18.44%	52W Range	149.30 - 272.74	Perf YTD	26.51%
Dividend Est.	0.55 (0.21%)	P/FCF	15.83	EPS past 5Y	4.76%	ROI	13.92%	52W High	-4.99%	Beta	1.44
Dividend TTM	0.56 (0.22%)	Quick Ratio	1.96	Sales past 5Y	1.76%	Gross Margin	43.93%	52W Low	73.57%	ATR (14)	5.51
Dividend Ex-Date	Apr 16, 2024	Current Ratio	2.59	EPS Y/Y TTM	4.90%	Oper. Margin	13.71%	RSI (14)	55.82	Volatility	2.04% 2.04%
Employees	12200	Debt/Eq	0.27	Sales Y/Y TTM	-6.35%	Profit Margin	9.81%	Recom	2.44	Target Price	285.41
Option/Short	Yes / Yes	LT Debt/Eq	0.26	EPS Q/Q	10.58%	Payout	4.83%	Rel Volume	0.98	Prev Close	254.41
Sales Surprise	-0.20%	EPS Surprise	6.58%	Sales Q/Q	-4.00%	Earnings	Apr 03 BMO	Avg Volume	231.85K	Price	259.14
SMA20	1.93%	SMA50	0.63%	SMA200	26.80%	Trades		Volume	227,194	Change	1.86%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-04-24	Reiterated	Oppenheimer	Outperform	$250 → $315
Dec-16-22	Downgrade	Robert W. Baird	Outperform → Neutral	$200 → $190
Jun-23-22	Downgrade	William Blair	Outperform → Mkt Perform
Oct-12-21	Upgrade	UBS	Sell → Neutral	$163 → $206
Oct-08-21	Initiated	Wells Fargo	Overweight	$218
Apr-05-21	Upgrade	ROTH Capital	Sell → Neutral	$165
Apr-05-21	Upgrade	Goldman	Sell → Neutral	$95 → $166
Apr-01-21	Upgrade	Robert W. Baird	Neutral → Outperform	$155 → $190
Apr-01-21	Reiterated	Cowen	Outperform	$133 → $181
Mar-26-21	Upgrade	William Blair	Mkt Perform → Outperform
Sep-16-20	Initiated	UBS	Sell	$91
Jun-16-20	Downgrade	Goldman	Neutral → Sell	$80
Jun-09-20	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Jun-08-20	Upgrade	Oppenheimer	Perform → Outperform	$135
Oct-16-19	Downgrade	Robert W. Baird	Outperform → Neutral	$148 → $126
Oct-16-19	Downgrade	Oppenheimer	Outperform → Perform
Jul-03-19	Reiterated	Oppenheimer	Outperform	$145 → $150
Mar-21-19	Upgrade	Goldman	Sell → Neutral	$121
Mar-06-19	Upgrade	Credit Suisse	Neutral → Outperform	$128 → $148
Oct-12-18	Initiated	Credit Suisse	Neutral

Show Previous Ratings

May-06-24 09:40AM	Is Acuity Brands (AYI) Stock Outpacing Its Construction Peers This Year? (Zacks)
May-03-24 11:30AM	Acuity Brands (AYI) Down 5.3% Since Last Earnings Report: Can It Rebound? (Zacks)
Apr-29-24 01:45PM	Hedge Fund and Insider Trading News: Jim Simons, Warren Buffett, Michael Platt, GoldenTree Asset Management, Bridgewater Associates, SRS Investment Management, Fortress Investment Group, Acuity Brands Inc (AYI), Steel Connect Inc. (STCN), and More (Insider Monkey)
Apr-10-24 09:50AM	Here's Why Acuity Brands (AYI) is a Strong Momentum Stock (Zacks)
Apr-09-24 06:23AM	Commercial Greenhouse market is projected to grow at a CAGR of 8.3% by 2034: Visiongain (GlobeNewswire)
09:36AM	Loading…
Apr-04-24 09:36AM	Acuity Brands, Inc. (NYSE:AYI) Q2 2024 Earnings Call Transcript (Insider Monkey)
Apr-03-24 11:17PM	Q2 2024 Acuity Brands Inc Earnings Call (Thomson Reuters StreetEvents)
11:18AM	Acuity Brands (AYI) Q2 Earnings Top Estimates, Margins Expand (Zacks)
10:52AM	AYI Stock Earnings: Acuity Brands Beats EPS, Misses Revenue for Q2 2024 (InvestorPlace)
09:30AM	Acuity Brands (AYI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:51AM	Acuity Brands Inc (AYI) Reports Mixed Fiscal Q2 Results: Earnings Beat, Revenue Misses Estimates (GuruFocus.com)
07:10AM	Acuity Brands (AYI) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
06:07AM	Acuity Brands: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
06:00AM	Acuity Brands Reports Fiscal 2024 Second-Quarter Results (GlobeNewswire)
Apr-02-24 11:56AM	How To Earn $500 A Month From Acuity Brands Stock Ahead Of Q2 Earnings (Benzinga)
10:58AM	Loading…
Apr-01-24 10:58AM	Acuity Brands (AYI) to Post Q2 Earnings: Factors to Consider (Zacks)
Mar-28-24 04:05PM	Acuity Brands Declares Quarterly Dividend (GlobeNewswire)
10:26AM	Stock Market Leaders PVH And Dave & Buster's Headline Latest Earnings Calendar (Investor's Business Daily)
Mar-27-24 10:00AM	Acuity Brands (AYI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Mar-14-24 09:45AM	Acuity Brands (AYI) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Mar-12-24 09:50AM	Why Acuity Brands (AYI) is a Top Momentum Stock for the Long-Term (Zacks)
Mar-06-24 04:30PM	Acuity Brands to Announce Fiscal 2024 Second Quarter Results on April 3, 2024 (GlobeNewswire)
Feb-27-24 09:45AM	Here's Why Acuity Brands (AYI) is a Strong Growth Stock (Zacks)
Feb-26-24 09:40AM	Here's Why Acuity Brands (AYI) is a Strong Value Stock (Zacks)
09:15AM	Acuity Brands Inc (AYI) Hits Fresh High: Is There Still Room to Run? (Zacks)
Feb-08-24 11:30AM	Why Is Acuity Brands (AYI) Up 2.8% Since Last Earnings Report? (Zacks)
Feb-07-24 08:01AM	Acuity Brands: A Decade of Growth, Profitability and Potential (GuruFocus.com)
Feb-06-24 09:45AM	Why Acuity Brands (AYI) is a Top Growth Stock for the Long-Term (Zacks)
Jan-29-24 10:29AM	Acuity Brands (AYI) Cheers Investors With 15% Dividend Hike (Zacks)
Jan-25-24 04:15PM	Acuity Brands Announces Increase in Quarterly Dividend and Increase in Share Repurchase Authorization (GlobeNewswire)
08:30AM	Loading…
08:30AM	Why Acuity Brands (AYI) Stock Might be a Great Pick (Zacks)
Jan-22-24 09:15AM	Acuity Brands Inc (AYI) Hits Fresh High: Is There Still Room to Run? (Zacks)
Jan-19-24 09:01PM	Acuity Brands Inc SVP & Chief HR Officer Dianne Mills Sells 6,000 Shares (GuruFocus.com)
Jan-18-24 12:00PM	Acuity Brands (AYI) is a Great Momentum Stock: Should You Buy? (Zacks)
Jan-16-24 11:57AM	Product Innovation Aids Acuity Brands (AYI) Amid High Costs (Zacks)
Jan-11-24 08:58AM	Acuity Brands, Inc. (NYSE:AYI) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jan-10-24 12:27PM	Acuity Brands (AYI) Q1 Earnings Beat, Adjusted EBITDA Up Y/Y (Zacks)
Jan-09-24 10:00PM	Q1 2024 Acuity Brands Inc Earnings Call (Thomson Reuters StreetEvents) +11.48%
04:24PM	Acuity Brands Inc (AYI) Achieves Margin Expansion and EPS Growth Despite Sales Decline (GuruFocus.com)
12:12PM	Acuity Brands, Urban Outfitters rise; Neogen, Unity Software fall, Tuesday, 1/9/2024 (Associated Press Finance)
11:51AM	AYI Stock Earnings: Acuity Brands Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
06:13AM	Acuity Brands: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
06:00AM	Acuity Brands Reports Fiscal 2024 First-Quarter Results (GlobeNewswire)
Jan-08-24 10:46AM	How To Earn $500 A Month From Acuity Brands Stock Ahead Of First-Quarter Earnings Report (Benzinga)
Jan-04-24 02:38PM	Acuity Brands (AYI) to Post Tepid Q1 Earnings: Here's Why (Zacks)
11:06AM	Seeking Clues to Acuity Brands (AYI) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Dec-26-23 09:42AM	Here's Why Investors Must Hold Acuity Brands (AYI) Stock for Now (Zacks)
Dec-19-23 07:09PM	3 Key Stocks to Capitalize on Rising Resource Scarcity (InvestorPlace)
Dec-15-23 09:15AM	Acuity Brands Inc (AYI) Hit a 52 Week High, Can the Run Continue? (Zacks)
Dec-01-23 04:15PM	Acuity Brands to Announce Fiscal 2024 First-Quarter Results on January 9, 2024 (GlobeNewswire)
Nov-20-23 08:30AM	Acuity Brands Announces 2023 EarthLIGHT Report (GlobeNewswire)
Oct-30-23 09:55AM	Here's Why Acuity Brands (AYI) Could be Great Choice for a Bottom Fisher (Zacks)
Oct-05-23 10:11AM	Acuity Brands (AYI) Q4 Earnings Top Estimates, Revenues Lag (Zacks)
09:26AM	Company News for Oct 5, 2023 (Zacks)
08:21AM	Acuity Brands, Inc. (NYSE:AYI) Q4 2023 Earnings Call Transcript (Insider Monkey)
Oct-04-23 10:50PM	Q4 2023 Acuity Brands Inc Earnings Call (Thomson Reuters StreetEvents) +6.94%
02:37PM	Palantir And PwC Team Up To Accelerate Data-Driven Operations, OpenAI Rival Secures Billions In Big Tech Backing, Six US States Brace For Healthcare Strike: Today's Top Stories (Benzinga)
12:21PM	Acuity Brands Inc (AYI) Reports Fiscal 2023 Fourth-Quarter and Full-Year Results (GuruFocus.com)
12:14PM	RPM International, Acuity Brands rise; Cal-Maine, Helen of Troy fall, Wednesday, 10/4/2023 (Associated Press Finance)
11:38AM	Acuity Brands (AYI): A Comprehensive Analysis of Its Market Value (GuruFocus.com)
09:30AM	Acuity Brands (AYI) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:25AM	Acuity Brands (AYI) Surpasses Q4 Earnings Estimates (Zacks)
06:24AM	Acuity Brands: Fiscal Q4 Earnings Snapshot (AP Finance)
06:00AM	Acuity Brands Reports Fiscal 2023 Fourth-Quarter and Full-Year Results (GlobeNewswire)
Oct-03-23 10:46AM	Acuity Brands (AYI) to Report Q4 Earnings: What's in Store? (Zacks)
Sep-29-23 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Sep-28-23 04:05PM	Acuity Brands Declares Quarterly Dividend (GlobeNewswire)
12:10PM	Will Acuity Brands (AYI) Beat Estimates Again in Its Next Earnings Report? (Zacks)
09:40AM	Why Acuity Brands (AYI) is a Top Value Stock for the Long-Term (Zacks)
Sep-22-23 11:00AM	Wall Street Analysts Just Trimmed Price Targets for These 10 Stocks (Insider Monkey)
Aug-31-23 04:30PM	Acuity Brands to Announce Fiscal 2023 Fourth-Quarter and Full-Year Results on October 4, 2023 (GlobeNewswire)
Aug-30-23 09:40AM	Here's Why Acuity Brands (AYI) is a Strong Value Stock (Zacks)
Jul-30-23 08:49AM	Here's What To Make Of Acuity Brands' (NYSE:AYI) Decelerating Rates Of Return (Simply Wall St.)
Jul-17-23 08:23AM	12 Best Electrical Equipment Stocks to Buy Now (Insider Monkey)
Jul-13-23 11:35AM	Here's Why Investors Should Retain Acuity Brands (AYI) Stock (Zacks)
Jul-06-23 11:35AM	Acuity Brands: Disappointing Long-Term Valuation (GuruFocus.com)
Jul-01-23 06:35AM	Acuity Brands, Inc. (NYSE:AYI) Q3 2023 Earnings Call Transcript (Insider Monkey)
Jun-30-23 10:56AM	Acuity Brands (AYI) Q3 Earnings Top Estimates, Revenues Lag (Zacks)
08:33AM	Company News for Jun 30, 2023 (Zacks)
Jun-29-23 09:46PM	Q3 2023 Acuity Brands Inc Earnings Call (Thomson Reuters StreetEvents)
09:30AM	Compared to Estimates, Acuity Brands (AYI) Q3 Earnings: A Look at Key Metrics (Zacks)
07:15AM	Acuity Brands (AYI) Q3 Earnings Top Estimates (Zacks)
06:10AM	Acuity Brands: Fiscal Q3 Earnings Snapshot (AP Finance)
06:00AM	Acuity Brands Reports Fiscal 2023 Third-Quarter Results (GlobeNewswire)
Jun-28-23 04:15PM	Acuity Brands Declares Quarterly Dividend (GlobeNewswire)
Jun-27-23 01:36PM	What's in Store for Acuity Brands' (AYI) in Q3 Earnings? (Zacks)
Jun-22-23 10:00AM	Acuity Brands (AYI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jun-21-23 08:00PM	AYI: Lowering target price to $172.00 (Argus Research)
05:50PM	Acuity Brands (AYI) Dips More Than Broader Markets: What You Should Know (Zacks)
08:15AM	Winnebago Industries (WGO) Q3 Earnings Top Estimates (Zacks)
Jun-15-23 05:50PM	Acuity Brands (AYI) Outpaces Stock Market Gains: What You Should Know (Zacks)
Jun-10-23 09:52AM	Acuity Brands' (NYSE:AYI) investors will be pleased with their favorable 65% return over the last three years (Simply Wall St.)
Jun-09-23 05:50PM	Acuity Brands (AYI) Stock Sinks As Market Gains: What You Should Know (Zacks)
09:40AM	Why Acuity Brands (AYI) is a Top Value Stock for the Long-Term (Zacks)
Jun-04-23 10:59AM	10 Internet of Things (IoT) Stocks Billionaires Are Loading Up On (Insider Monkey)
Jun-01-23 05:45PM	Acuity Brands (AYI) Outpaces Stock Market Gains: What You Should Know (Zacks)
11:18AM	Acuity Brands (AYI) Outperforms Industry: Factors to Note (Zacks)
May-31-23 05:50PM	Acuity Brands (AYI) Dips More Than Broader Markets: What You Should Know (Zacks)
May-25-23 05:45PM	Acuity Brands (AYI) Gains But Lags Market: What You Should Know (Zacks)
04:15PM	Acuity Brands to Announce Fiscal 2023 Third-Quarter Results on June 29, 2023 (GlobeNewswire)

Acuity Brands, Inc. is an industrial technology company, which engages in the provision of lighting and building management solutions and services. It operates through the Acuity Brands Lighting and Lighting Controls and Intelligent Spaces Group segments. The company was founded in 2001 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Leibman Maya	Director	Apr 25 '24	Buy	248.91	200	49,782	200	Apr 26 04:11 PM
HOLCOM KAREN J	SVP & Chief Financial Officer	Apr 04 '24	Option Exercise	195.29	3,489	681,368	28,032	Apr 05 04:20 PM
HOLCOM KAREN J	SVP & Chief Financial Officer	Apr 04 '24	Sale	262.24	7,745	2,031,049	20,287	Apr 05 04:20 PM
MILLS DIANNE S	SVP & Chief HR Officer	Jan 18 '24	Sale	225.11	6,000	1,350,663	8,554	Jan 19 04:13 PM
GOLDMAN BARRY R	SVP & General Counsel	Jan 10 '24	Sale	226.01	1,900	429,419	8,611	Jan 11 04:15 PM

Open in Screener

BLCO

Bausch + Lomb Corp

May 06 • 04:00PM ET

14.44

Dollar change +0.84
Percentage change 6.18	%

Healthcare • Medical Instruments & Supplies • Canada • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

BLCO Bausch + Lomb Corp daily Stock Chart

Held by: MGMT IPO DFAX BKMC DFIC DFSI FSYD

Index	-	P/E	-	EPS (ttm)	-0.96	Insider Own	89.09%	Shs Outstand	350.91M	Perf Week	-4.50%
Market Cap	5.07B	Forward P/E	16.52	EPS next Y	0.87	Insider Trans	0.00%	Shs Float	38.31M	Perf Month	-12.22%
Income	-337.00M	PEG	-	EPS next Q	0.14	Inst Own	11.16%	Short Float	4.25%	Perf Quarter	5.56%
Sales	4.31B	P/S	1.17	EPS this Y	-12.45%	Inst Trans	20.84%	Short Ratio	3.17	Perf Half Y	-14.51%
Book/sh	18.95	P/B	0.76	EPS next Y	36.80%	ROA	-2.76%	Short Interest	1.63M	Perf Year	-17.49%
Cash/sh	0.93	P/C	15.59	EPS next 5Y	15.30%	ROE	-4.94%	52W Range	13.16 - 21.95	Perf YTD	-15.36%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-3.01%	52W High	-34.21%	Beta	0.47
Dividend TTM	-	Quick Ratio	1.03	Sales past 5Y	2.77%	Gross Margin	54.78%	52W Low	9.73%	ATR (14)	0.62
Dividend Ex-Date	-	Current Ratio	1.70	EPS Y/Y TTM	-223.22%	Oper. Margin	4.91%	RSI (14)	44.62	Volatility	5.66% 4.34%
Employees	13300	Debt/Eq	0.69	Sales Y/Y TTM	13.23%	Profit Margin	-7.81%	Recom	1.93	Target Price	18.25
Option/Short	Yes / Yes	LT Debt/Eq	0.68	EPS Q/Q	-85.03%	Payout	-	Rel Volume	3.01	Prev Close	13.60
Sales Surprise	2.92%	EPS Surprise	-0.43%	Sales Q/Q	18.05%	Earnings	May 01 BMO	Avg Volume	513.24K	Price	14.44
SMA20	-1.72%	SMA50	-8.40%	SMA200	-11.79%	Trades		Volume	1,496,390	Change	6.18%

Date	Action	Analyst	Rating Change	Price Target Change
May-06-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$16 → $18
Jan-04-24	Downgrade	Evercore ISI	Outperform → In-line	$19 → $17
Dec-12-23	Initiated	Stifel	Hold	$16
Oct-03-23	Resumed	Evercore ISI	Outperform	$20
May-30-23	Resumed	Morgan Stanley	Equal-Weight	$20
Mar-09-23	Initiated	Needham	Hold
Dec-21-22	Initiated	Barclays	Equal Weight	$17
Sep-12-22	Initiated	H.C. Wainwright	Buy	$21
Jul-26-22	Initiated	RBC Capital Mkts	Outperform	$22
Jun-24-22	Initiated	Evercore ISI	Outperform	$21
Jun-06-22	Initiated	Citigroup	Buy
May-31-22	Initiated	Wells Fargo	Overweight	$23
May-31-22	Initiated	Morgan Stanley	Equal-Weight	$22
May-31-22	Initiated	JP Morgan	Neutral	$20
May-31-22	Initiated	Jefferies	Buy	$25
May-31-22	Initiated	Guggenheim	Buy	$24
May-31-22	Initiated	Goldman	Neutral	$22
May-31-22	Initiated	Deutsche Bank	Hold	$19
May-11-22	Initiated	Cowen	Outperform	$35

Show Previous Ratings

May-03-24 04:06PM	Bausch + Lomb Corporation (NYSE:BLCO) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:35PM	Bausch Health Companies Inc. (NYSE:BHC) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 03:03PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
May-01-24 11:54AM	BLCO Stock Earnings: Bausch & Lomb Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace) -5.50%
08:33AM	Bausch & Lomb Corp (BLCO) Q1 2024 Earnings: Surpasses Revenue Estimates Amidst Net Loss Widening (GuruFocus.com)
06:58AM	Loading…
06:58AM	Bausch + Lomb Announces First-Quarter 2024 Results (Business Wire)
Apr-29-24 07:00AM	Bausch + Lomb Announces Presentation of New Data at the Association for Research in Vision and Ophthalmology Annual Meeting (Business Wire)
Apr-25-24 08:30AM	Bausch + Lomb Announces Statistically Significant Results From a Clinical Study of a Novel Daily Nutritional Supplement for Dry Eyes (Business Wire)
Apr-24-24 10:01AM	Analysts Estimate Bausch + Lomb (BLCO) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-18-24 07:00AM	Bausch + Lomb Reports More Than 84 Million Units of Contact Lenses, Lens Care and Eye Care Materials Collected Through Innovative Recycling Programs (Business Wire)
Apr-15-24 12:00PM	Bausch + Lomb Will Release First-Quarter 2024 Financial Results on May 1 (Business Wire)
Mar-27-24 07:00AM	Bausch + Lomb Will Present New Scientific Data and Analyses at the American Society of Cataract and Refractive Surgery Annual Meeting (Business Wire)
Mar-25-24 12:00PM	All You Need to Know About Bausch + Lomb (BLCO) Rating Upgrade to Buy (Zacks)
Mar-20-24 12:20PM	Surging Earnings Estimates Signal Upside for Bausch + Lomb (BLCO) Stock (Zacks)
Mar-19-24 08:50AM	Eyenovia, Inc. (NASDAQ:EYEN) Q4 2023 Earnings Call Transcript (Insider Monkey)
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Mar-08-24 10:10AM	Issuer Direct Corporation (AMEX:ISDR) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-28-24 08:00AM	Bausch + Lomb Announces Appointment of Karen L. Ling to Board of Directors (Business Wire)
Feb-23-24 03:05PM	Bausch + Lomb CEO Brent Saunders goes one-on-one with Jim Cramer (CNBC TV)
Feb-22-24 11:30AM	Bausch + Lomb Corporation (NYSE:BLCO) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-21-24 10:35PM	Q4 2023 Bausch + Lomb Corp Earnings Call (Thomson Reuters StreetEvents) +13.78%
07:04PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
09:30AM	Compared to Estimates, Bausch + Lomb (BLCO) Q4 Earnings: A Look at Key Metrics (Zacks)
07:36AM	Bausch + Lomb Q4 Adj. Net Income Rises (RTT News)
07:31AM	Bausch & Lomb Corp (BLCO) Reports Robust Revenue Growth Amidst Net Loss in Q4 and Full-Year 2023 (GuruFocus.com)
07:00AM	Emergent BioSolutions Appoints Industry Leader Joseph C. Papa as New President and CEO (GlobeNewswire)
06:58AM	Bausch + Lomb Announces Fourth-Quarter and Full-Year 2023 Results and Provides 2024 Guidance (Business Wire)
Feb-15-24 09:15AM	Seeking Clues to Bausch + Lomb (BLCO) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Feb-14-24 12:10PM	Will Bausch + Lomb (BLCO) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:00AM	Bausch + Lomb (BLCO) Expected to Beat Earnings Estimates: Should You Buy? (Zacks)
Feb-05-24 12:00PM	Bausch + Lomb Will Release Fourth-Quarter and Full-Year 2023 Financial Results on February 21 (Business Wire)
06:54PM	Loading…
Jan-17-24 06:54PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Jan-09-24 12:41PM	Bausch + Lomb CEO: 2024 is the biggest year of new product launches the company has ever seen (CNBC TV)
Jan-08-24 06:59AM	Bausch + Lomb Receives FDA Approval for TENEO Excimer Laser Platform for Myopia and Myopic Astigmatism LASIK Vision Correction Surgery (Business Wire)
Jan-03-24 09:00AM	Bausch + Lomb to Participate in the 42nd Annual J.P. Morgan Healthcare Conference (Business Wire)
Nov-28-23 01:25PM	Bausch + Lomb CEO Brent Saunders Pays $35.35 Million for Chers Former Miami Beach Home (The Wall Street Journal)
Nov-15-23 06:59AM	Bausch + Lomb Reports More Than 76 Million Units of Contact Lenses, Lens Care and Eye Care Materials Collected Through ONE By ONE and Biotrue Eye Care Recycling Programs (Business Wire)
Nov-03-23 11:01AM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Nov-01-23 03:19PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
09:21AM	Bausch & Lomb Corp (BLCO) Reports Q3 2023 Earnings and Raises Full-Year Guidance (GuruFocus.com)
06:58AM	Bausch + Lomb Announces Third-Quarter 2023 Results and Raises Full-Year 2023 Guidance (Business Wire)
Oct-26-23 06:59AM	Bausch + Lomb Will Present New Scientific Data and Analyses at American Academy of Ophthalmology Annual Meeting (Business Wire)
Oct-16-23 12:00PM	Bausch + Lomb Will Release Third-Quarter 2023 Financial Results on November 1 (Business Wire)
Oct-04-23 06:59AM	Bausch + Lomb Will Present New Scientific Data and Analyses at American Academy of Optometry Annual Meeting (Business Wire)
Sep-29-23 10:15AM	Bausch Health's Bausch + Lomb Announces Completion of the Acquisition of XIIDRA(R) (ACCESSWIRE)
10:00AM	Bausch + Lomb Completes Acquisition of XIIDRA (Business Wire)
Sep-26-23 06:59AM	Bausch + Lomb Launches LUMIFY EYE ILLUMINATIONS in the United States (Business Wire)
Sep-20-23 06:59AM	Bausch + Lombs ONE by ONE and Biotrue® Eye Care Recycling Programs Recognized As Sustainability Service of the Year Award Winners (Business Wire)
Sep-19-23 08:32AM	Is the Options Market Predicting a Spike in Bausch + Lomb (BLCO) Stock? (Zacks)
Sep-18-23 11:56AM	Novartis' (NVS) Shareholders Approve Sandoz Separation (Zacks)
Sep-14-23 05:25PM	Bausch + Lomb Announces Pricing of Senior Secured Notes Offering (Business Wire)
Sep-12-23 06:59AM	Bausch + Lomb Launches MIEBO (Perfluorohexyloctane Ophthalmic Solution) in the United States (Business Wire)
Sep-11-23 08:00AM	Bausch Health's Bausch + Lomb Announces Launch of Proposed Financing for Acquisition of XIIDRA(R) (ACCESSWIRE)
07:07AM	Bausch + Lomb Announces Launch of Proposed Financing for Acquisition of XIIDRA® (Business Wire)
Sep-06-23 05:58PM	Bausch + Lomb Announces Disclosure of Historical and Pro Forma Financial Information With Respect to Acquisition of XIIDRA® (Business Wire)
06:59AM	Bausch + Lomb Will Present New Scientific Data on its Surgical Products and Pipeline at European Society of Cataract and Refractive Surgery Annual Meeting (Business Wire)
Aug-29-23 07:00AM	Bausch + Lomb Will Participate at the 2023 Wells Fargo Healthcare Conference (Business Wire)
Aug-24-23 07:00AM	Bausch + Lomb Announces Expiration of Hart-Scott-Rodino Waiting Period for Acquisition of XIIDRA® (Business Wire)
Aug-02-23 05:25PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
06:59AM	Bausch + Lomb Announces Second-Quarter 2023 Results and Raises Full-Year 2023 Revenue Outlook (Business Wire)
Aug-01-23 08:00AM	Bausch + Lomb Solidifies Leadership Team (Business Wire)
Jul-11-23 07:00AM	Bausch + Lomb Will Release Second-Quarter 2023 Financial Results on August 2 (Business Wire)
Jul-06-23 07:00AM	Bausch + Lomb Expands OTC Product Line with Acquisition of Blink® Eye Drops (Business Wire)
Jul-03-23 10:12AM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Jun-30-23 06:48PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
08:30AM	Bausch Healths Bausch + Lomb to Acquire Novartis XIIDRA(R) (ACCESSWIRE)
08:28AM	Bausch + Lombs CEO Inks First Big Deal Since Return (The Wall Street Journal)
08:00AM	Bausch + Lomb Will Acquire XIIDRA® (Business Wire)
Jun-14-23 09:43AM	A Look At The Intrinsic Value Of Bausch + Lomb Corporation (NYSE:BLCO) (Simply Wall St.)
Jun-12-23 07:00AM	Bausch + Lomb Launches PreserVision® AREDS 2 Formula Soft Gels Plus CoQ10 in the United States (Business Wire)
Jun-08-23 07:00AM	Bausch + Lomb Announces New Scientific Data and Analyses Featuring Consumer, Vision Care and Pharmaceutical Products Will Be Presented During American Optometric Association's Optometry's Meeting (Business Wire)
Jun-06-23 07:00AM	Bausch + Lomb Launches Biotrue® Hydration Boost Contact Lens Rehydrating Drops in the United States (Business Wire)
Jun-05-23 07:00AM	Bausch + Lomb Launches Bausch + Lomb INFUSE® Multifocal Silicone Hydrogel Contact Lenses in the United States (Business Wire)
Jun-01-23 07:00AM	Bausch + Lomb Announces Key Leadership Changes (Business Wire)
May-18-23 01:56PM	Bausch + Lomb and Novaliq Announce FDA Approval of MIEBO (Perfluorohexyloctane Ophthalmic Solution) for the Treatment of the Signs and Symptoms of Dry Eye Disease (Business Wire)
08:50AM	The 6.3% return this week takes Bausch + Lomb's (NYSE:BLCO) shareholders one-year gains to 18% (Simply Wall St.)
May-08-23 06:53PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
May-03-23 06:59AM	Bausch + Lomb Announces First-Quarter 2023 Results and Provides 2023 Guidance (Business Wire)
May-01-23 07:00AM	Bausch + Lomb Releases Annual Environmental, Social and Governance Report (Business Wire)
Apr-26-23 07:00AM	Bausch + Lomb Announces the Presentation of New Scientific Data on Products and Pipeline Programs at the American Society of Cataract and Refractive Surgery Annual Meeting (Business Wire)
Apr-25-23 07:00AM	Bausch + Lomb Announces 2023 Annual Meeting of Shareholder Results (Business Wire)
Apr-24-23 07:00AM	Bausch + Lomb Announces U.S. Launch of StableVisc Cohesive Ophthalmic Viscosurgical Device and TotalVisc Viscoelastic System (Business Wire)
Apr-20-23 07:00AM	Bausch + Lomb Announces the Presentation of New Data on Products and Pipeline Programs at the Association for Research in Vision and Ophthalmology Meeting (Business Wire)
Apr-18-23 11:02AM	Lacklustre Performance Is Driving Bausch + Lomb Corporation's (NYSE:BLCO) Low P/S (Simply Wall St.)
07:00AM	Bausch + Lomb Reports More Than 65 Million Units of Contact Lens, Eye Care and Lens Care Materials Recycled Through ONE by ONE and Biotrue® Eye Care Recycling Programs (Business Wire)
Apr-17-23 07:00AM	Bausch + Lomb Will Release First-Quarter 2023 Financial Results on May 3 (Business Wire)
Apr-13-23 07:00AM	Bausch + Lomb and Heidelberg Engineering Announce the Introduction of SeeLuma Fully Digital Surgical Visualization Platform (Business Wire)
Apr-12-23 07:00AM	Bausch + Lomb Appoints Bob Bailey as Executive Vice President and Chief Legal Officer and Andrew Stewart as President, Ophthalmic Pharmaceuticals (Business Wire)
Mar-31-23 10:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
Mar-29-23 04:39PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Mar-22-23 07:00AM	Bausch + Lomb and Novaliq Announce Publication of Second Pivotal Phase 3 Data on NOV03 (Perfluorohexyloctane) in American Journal of Ophthalmology (Business Wire)
Mar-08-23 07:02PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
Feb-23-23 10:47PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research)
05:28AM	Bausch + Lomb Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-22-23 06:59AM	Bausch + Lomb Announces Fourth-Quarter and Full-Year 2022 Results (Business Wire)
Feb-15-23 07:02PM	Analyst Report: Bausch + Lomb Corporation (Morningstar Research) +7.83%
07:30AM	Eye-Care Company Bausch + Lomb Names Brent Saunders CEO (The Wall Street Journal)
06:58AM	Bausch + Lomb Appoints Brent Saunders as Chief Executive Officer and Chair of the Board of Directors, Effective March 6, 2023 (Business Wire)
Feb-07-23 07:00AM	New Bausch + Lomb Social Media Campaign Highlights What Sights Inspire AMD Patients (Business Wire)
Feb-01-23 07:00AM	Bausch + Lomb and Modulight Announce FDA Approval of ML6710i Photodynamic Laser for Use with Bausch + Lombs VISUDYNE® (Verteporfin for Injection) (Business Wire)
Jan-23-23 07:00AM	Bausch + Lomb Will Release Fourth-Quarter and Full-Year 2022 Financial Results on February 22 (Business Wire)

Bausch + Lomb Corp. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company operates its business through three segments: Vision Care/Consumer Health Care, Ophthalmic Pharmaceuticals and Surgical. The Vision Care/Consumer Health Care segment includes both contact lens and consumer eye care businesses. The Ophthalmic Pharmaceuticals segment consists of a broad line of proprietary pharmaceutical products for post-operative treatments and treatments for a number of eye conditions, such as glaucoma, eye inflammation, ocular hypertension, dry eyes and retinal diseases. The Surgical segment consists of medical device equipment, consumables and instrumental tools and technologies for the treatment of corneal, cataracts, and vitreous and retinal eye conditions, and includes IOLs and delivery systems, phacoemulsification equipment and other surgical instruments and devices necessary for cataract surgery. Bausch + Lomb was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Vaughan, Canada.

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KPLT

Katapult Holdings Inc

May 06 • 04:00PM ET

15.48

Dollar change +1.57
Percentage change 11.29	%

Technology • Software - Infrastructure • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

KPLT Katapult Holdings Inc daily Stock Chart

Held by: VTI VXF KRUZ

Index	-	P/E	-	EPS (ttm)	-9.03	Insider Own	44.34%	Shs Outstand	4.07M	Perf Week	28.95%
Market Cap	63.31M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.46%	Shs Float	2.27M	Perf Month	52.06%
Income	-37.02M	PEG	-	EPS next Q	-	Inst Own	18.59%	Short Float	3.12%	Perf Quarter	28.15%
Sales	222.21M	P/S	0.28	EPS this Y	-	Inst Trans	-45.91%	Short Ratio	6.07	Perf Half Y	47.29%
Book/sh	-6.87	P/B	-	EPS next Y	-	ROA	-31.81%	Short Interest	0.07M	Perf Year	4.95%
Cash/sh	7.04	P/C	2.20	EPS next 5Y	-	ROE	-364.58%	52W Range	8.26 - 24.76	Perf YTD	42.14%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-39.02%	ROI	-69.68%	52W High	-37.48%	Beta	1.08
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	-6.28%	Gross Margin	28.52%	52W Low	87.41%	ATR (14)	1.19
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	6.32%	Oper. Margin	4.44%	RSI (14)	74.22	Volatility	14.03% 8.77%
Employees	90	Debt/Eq	-	Sales Y/Y TTM	4.76%	Profit Margin	-16.66%	Recom	3.00	Target Price	16.00
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-21.66%	Payout	-	Rel Volume	2.25	Prev Close	13.91
Sales Surprise	1.60%	EPS Surprise	18.12%	Sales Q/Q	16.10%	Earnings	May 15 BMO	Avg Volume	11.65K	Price	15.48
SMA20	47.25%	SMA50	28.57%	SMA200	27.43%	Trades		Volume	25,867	Change	11.29%

Date	Action	Analyst	Rating Change	Price Target Change
May-11-22	Downgrade	Loop Capital	Buy → Hold	$5 → $1
Oct-05-21	Initiated	Cantor Fitzgerald	Neutral	$6
Jul-19-21	Upgrade	Loop Capital	Hold → Buy

May-01-24 07:30AM	Katapult to Announce First Quarter 2024 Financial Results on May 15, 2024 (GlobeNewswire)
Apr-24-24 05:12PM	Katapult Holdings, Inc. Files Annual Report on Form 10-K (GlobeNewswire)
Mar-20-24 08:29PM	Fuel Me Secures $18 Million in Oversubscribed Series A to Redefine Fuel Procurement as We Know It (PR Newswire)
Mar-16-24 01:27PM	Katapult Holdings, Inc. (NASDAQ:KPLT) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-14-24 06:00AM	Katapult Grows Fourth Quarter Gross Originations by 13% Year-Over-Year; Second Highest Gross Originations Volume in Company History (GlobeNewswire) -26.74%
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Mar-05-24 04:02PM	Katapult to Announce Fourth Quarter and Full Year 2023 Financial Results on March 14, 2024 (GlobeNewswire)
Feb-01-24 08:00AM	Katapult Announces Double-Digit Preliminary Gross Originations and Revenue Growth for Fourth Quarter 2023 (GlobeNewswire) +9.49%
Nov-29-23 08:00AM	Grown Brilliance Integrates Katapult to Help Qualified Consumers Acquire High-Quality Diamond Jewelry (GlobeNewswire)
Nov-09-23 08:00AM	Katapult to Participate in Stephens Annual Investment Conference (GlobeNewswire)
Nov-08-23 07:00AM	Katapult Delivers 10% Year-Over-Year Revenue Growth In Third Quarter 2023 (GlobeNewswire)
Oct-25-23 08:00AM	Katapult to Announce Third Quarter 2023 Financial Results on November 8, 2023 (GlobeNewswire) -7.32%
Oct-03-23 08:00AM	Casper Chooses Katapult to Expand Consumer Access to Its Market-Leading Bedroom Products (GlobeNewswire) -8.11%
Sep-19-23 09:00AM	Sidoti Events, LLCs Virtual September Small-Cap Conference (ACCESSWIRE)
Sep-18-23 08:00AM	Katapult to Participate in Sidoti Small-Cap Conference (GlobeNewswire)
Sep-08-23 08:00AM	Katapult to Participate in H.C. Wainwright 25th Annual Global Investment Conference (GlobeNewswire)
07:00AM	Loading…
Aug-09-23 07:00AM	Katapult Announces Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-26-23 04:00PM	Katapult to Announce Second Quarter 2023 Financial Results on August 9, 2023 (GlobeNewswire) +8.11%
Jul-11-23 04:45PM	Katapult Announces 1-for-25 Reverse Stock Split of Common Stock (GlobeNewswire) +5.98%
Jul-10-23 08:30AM	Katapults Mobile App Featuring Katapult Pay Gains Momentum (GlobeNewswire)
May-11-23 07:00AM	Katapult Announces First Quarter 2023 Financial Results (GlobeNewswire) +6.20%
Apr-26-23 04:00PM	Katapult to Announce First Quarter 2023 Results on May 11, 2023 (GlobeNewswire)
Mar-09-23 07:00AM	Katapult Announces Fourth Quarter 2022 Financial Results (GlobeNewswire) -20.78%
Feb-28-23 06:43AM	Daily Vickers Top Insider Picks for 02/28/2023 (Argus Research)
Feb-27-23 06:30PM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire)
06:50AM	Daily Vickers Top Insider Picks for 02/27/2023 (Argus Research)
Feb-24-23 07:17AM	Daily Vickers Top Insider Picks for 02/24/2023 (Argus Research)
Feb-23-23 07:21AM	Daily Vickers Top Insider Picks for 02/23/2023 (Argus Research)
Feb-22-23 06:56AM	Daily Vickers Top Insider Picks for 02/22/2023 (Argus Research)
Feb-21-23 07:35AM	Daily Vickers Top Insider Picks for 02/21/2023 (Argus Research)
Feb-17-23 06:27AM	Daily Vickers Top Insider Picks for 02/17/2023 (Argus Research)
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Feb-16-23 07:28AM	Daily Vickers Top Insider Picks for 02/16/2023 (Argus Research)
Feb-15-23 07:01AM	Daily Vickers Top Insider Picks for 02/15/2023 (Argus Research)
Feb-14-23 06:23AM	Daily Vickers Top Insider Picks for 02/14/2023 (Argus Research)
Feb-13-23 07:30AM	Daily Vickers Top Insider Picks for 02/13/2023 (Argus Research)
Feb-10-23 06:42AM	Daily Vickers Top Insider Picks for 02/10/2023 (Argus Research) -8.33%
Feb-09-23 06:51AM	Daily Vickers Top Insider Picks for 02/09/2023 (Argus Research)
Feb-08-23 06:45AM	Daily Vickers Top Insider Picks for 02/08/2023 (Argus Research)
Feb-07-23 06:46AM	Daily Vickers Top Insider Picks for 02/07/2023 (Argus Research)
Feb-06-23 06:56AM	Daily Vickers Top Insider Picks for 02/06/2023 (Argus Research)
Feb-03-23 06:32AM	Daily Vickers Top Insider Picks for 02/03/2023 (Argus Research)
Feb-02-23 06:43AM	Daily Vickers Top Insider Picks for 02/02/2023 (Argus Research)
Feb-01-23 06:14AM	Daily Vickers Top Insider Picks for 02/01/2023 (Argus Research) +5.10%
Jan-31-23 06:50AM	Daily Vickers Top Insider Picks for 01/31/2023 (Argus Research)
Jan-30-23 06:42AM	Daily Vickers Top Insider Picks for 01/30/2023 (Argus Research)
Jan-27-23 07:00AM	Daily Vickers Top Insider Picks for 01/27/2023 (Argus Research) +7.59%
Jan-26-23 06:44AM	Daily Vickers Top Insider Picks for 01/26/2023 (Argus Research) -5.51%
Jan-25-23 06:39AM	Daily Vickers Top Insider Picks for 01/25/2023 (Argus Research) -8.38%
Jan-24-23 06:48AM	Daily Vickers Top Insider Picks for 01/24/2023 (Argus Research)
Jan-23-23 06:58AM	Daily Vickers Top Insider Picks for 01/23/2023 (Argus Research) +5.94%
Jan-20-23 06:55AM	Daily Vickers Top Insider Picks for 01/20/2023 (Argus Research)
Jan-19-23 06:43AM	Daily Vickers Top Insider Picks for 01/19/2023 (Argus Research)
Jan-18-23 06:28AM	Daily Vickers Top Insider Picks for 01/18/2023 (Argus Research)
Jan-17-23 06:27AM	Daily Vickers Top Insider Picks for 01/17/2023 (Argus Research)
Jan-13-23 06:56AM	Daily Vickers Top Insider Picks for 01/13/2023 (Argus Research)
Jan-12-23 06:50AM	Daily Vickers Top Insider Picks for 01/12/2023 (Argus Research)
Jan-11-23 06:53AM	Daily Vickers Top Insider Picks for 01/11/2023 (Argus Research)
Jan-09-23 06:31AM	Daily Vickers Top Insider Picks for 01/09/2023 (Argus Research) +9.04%
Jan-06-23 06:49AM	Daily Vickers Top Insider Picks for 01/06/2023 (Argus Research)
Jan-04-23 06:54AM	Daily Vickers Top Insider Picks for 01/04/2023 (Argus Research)
Jan-03-23 06:26AM	Daily Vickers Top Insider Picks for 01/03/2023 (Argus Research) -7.50%
Dec-30-22 07:17AM	Daily Vickers Top Insider Picks for 12/30/2022 (Argus Research) +15.25%
Dec-29-22 06:51AM	Daily Vickers Top Insider Picks for 12/29/2022 (Argus Research) +11.15%
Dec-28-22 06:58AM	Daily Vickers Top Insider Picks for 12/28/2022 (Argus Research)
Dec-27-22 07:11AM	Daily Vickers Top Insider Picks for 12/27/2022 (Argus Research) -6.65%
Dec-23-22 06:32AM	Daily Vickers Top Insider Picks for 12/23/2022 (Argus Research)
Dec-22-22 06:34AM	Daily Vickers Top Insider Picks for 12/22/2022 (Argus Research)
Dec-21-22 06:46AM	Daily Vickers Top Insider Picks for 12/21/2022 (Argus Research)
Dec-20-22 08:00AM	Katapult Adds iBUYPOWER to Its Growing List of Merchant Partners (GlobeNewswire)
06:29AM	Daily Vickers Top Insider Picks for 12/20/2022 (Argus Research)
Dec-19-22 08:09AM	Daily Vickers Top Insider Picks for 12/19/2022 (Argus Research)
Nov-17-22 07:00AM	Katapult Appoints Retail Industry Veteran Nancy Walsh As New CFO (GlobeNewswire)
Nov-09-22 07:00AM	Katapult Announces Third Quarter 2022 Financial Results (GlobeNewswire) -6.86%
Nov-03-22 01:00PM	Katapult to Present at the Stephens Annual Investment Conference (GlobeNewswire)
Oct-11-22 08:00AM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire) -6.83%
Oct-06-22 08:00AM	More than Three-Quarters of Consumers with Nonprime Credit Anticipate Using Flexible Payment Options This Holiday Season, New Katapult Survey Shows (GlobeNewswire)
Sep-15-22 08:00AM	Katapult and 1StopBedrooms Partner to Provide Qualified Nonprime Consumers with Lease-Purchase Options for Home Furniture and Décor Needs (GlobeNewswire)
Sep-08-22 08:00AM	SimpleTire Offers Katapult Lease-Purchase Services to Increase Consumer Buying Power (GlobeNewswire)
Aug-09-22 07:00AM	Katapult Announces Second Quarter 2022 Financial Results (GlobeNewswire) -5.23%
Jul-22-22 08:00AM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire)
Jul-19-22 08:00AM	Katapult Hires New Chief Revenue Officer to Lead Revenue Operations and Fuel Next Stage of Companys Growth (GlobeNewswire) +7.44%
Jun-09-22 06:09AM	Trade Alert: The Independent Chairman of the Board Of Katapult Holdings, Inc. (NASDAQ:KPLT), Brian Hirsch, Has Just Spent US$226k Buying 176% More Shares (Simply Wall St.)
May-13-22 01:00PM	Katapult to Present at the Barclays Emerging Payments and Fintech Forum (GlobeNewswire) +8.80%
May-10-22 07:00AM	Katapult Announces First Quarter 2022 Financial Results (GlobeNewswire) +7.52%
May-06-22 03:22PM	Katapult Holdings (NASDAQ:KPLT) investors are sitting on a loss of 87% if they invested a year ago (Simply Wall St.)
Apr-12-22 08:00AM	Katapult Schedules Quarterly Financial Results and Annual Meeting of Stockholders (GlobeNewswire)
Apr-05-22 11:10AM	Katapult Holdings, Inc. (NASDAQ:KPLT) Shares Fly 26% But Investors Aren't Buying For Growth (Simply Wall St.) -5.81%
Mar-23-22 12:46PM	The Katapult Holdings, Inc. (NASDAQ:KPLT) Analysts Have Been Trimming Their Sales Forecasts (Simply Wall St.) +7.14%
08:00AM	Katapult Hires New VP of Strategic Partnerships and VP of Strategy (GlobeNewswire)
Mar-15-22 07:00AM	Katapult Announces Fourth Quarter 2021 Financial Results (GlobeNewswire) +6.25%
Mar-10-22 08:00AM	Katapult Adds New Chief Marketing Officer (CMO) and Chief Human Resources Officer (CHRO) to Executive Team (GlobeNewswire)
Feb-16-22 08:00AM	Poly & Bark Joins Katapults Retailer Network Which Provides Lease-Purchase Options for Non-prime Consumers (GlobeNewswire)
Feb-10-22 04:01PM	Katapult Announces Appointments of Joyce Phillips and Jane J. Thompson to Board of Directors (GlobeNewswire)
Feb-09-22 04:10PM	Katapult Schedules Quarterly Financial Results and Conference Call (GlobeNewswire)
Feb-03-22 05:38PM	Act Capital Management, Llc Buys Adtran Inc, Meta Platforms Inc, Vir Biotechnology Inc, Sells , ... (GuruFocus.com) -10.90%
Jan-10-22 07:08AM	Insiders may be rethinking their US$711k Katapult Holdings, Inc. (NASDAQ:KPLT) investment now that the company has lost US$46m in value (Simply Wall St.) -5.86%
Dec-27-21 12:15PM	SHAREHOLDER ALERT: Kaskela Law LLC Announces Investigation of Katapult Holdings, Inc. (KPLT) and Encourages Long-Term KPLT Investors to Contact the Firm (ACCESSWIRE)
Dec-22-21 07:05AM	NASDAQ: KPLT Investor Notice: Update in Lawsuit against Katapult Holdings, Inc. announced by the Shareholders Foundation (GlobeNewswire)
Dec-01-21 04:05PM	Katapult Provides Interim Update on Gross Originations (GlobeNewswire) -6.87%
Nov-23-21 08:00AM	Katapult to Present at the Stephens Annual Investment Conference (GlobeNewswire)
Nov-09-21 08:38AM	Shareholders in Katapult Holdings (NASDAQ:KPLT) are in the red if they invested a year ago (Simply Wall St.) +38.55%

Katapult Holdings, Inc. is an e-commerce focused financial technology company. The firm is engaged in the provision of e-commerce point-of-sale lease-purchase options for nonprime U.S. consumers. It offers its customers a lease purchase transaction processing system with no long-term obligation and options for ownership. The company was founded in August 2019 and is headquartered in Plano, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Chopra Chandan	Chief Technology Officer	Feb 15 '24	Option Exercise	0.00	786	0	22,473	Feb 21 05:11 PM
Medlin Derek	Chief Operating Officer	Feb 15 '24	Option Exercise	0.00	276	0	49,709	Feb 21 05:14 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	Feb 15 '24	Option Exercise	0.00	197	0	11,334	Feb 21 05:17 PM
Zayas Orlando	Chief Executive Officer	Feb 15 '24	Option Exercise	0.00	919	0	129,832	Feb 21 05:20 PM
Zayas Orlando	Chief Executive Officer	Nov 29 '23	Sale	12.58	5	63	128,913	Dec 01 04:34 PM
Chopra Chandan	Chief Technology Officer	Nov 15 '23	Option Exercise	0.00	787	0	22,041	Nov 17 06:52 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	Nov 15 '23	Option Exercise	0.00	197	0	11,360	Nov 17 06:48 PM
Medlin Derek	Chief Operating Officer	Nov 15 '23	Option Exercise	0.00	552	0	50,746	Nov 17 07:04 PM
Zayas Orlando	Chief Executive Officer	Nov 15 '23	Option Exercise	0.00	919	0	130,173	Nov 17 06:56 PM
Chopra Chandan	Chief Technology Officer	Nov 13 '23	Sale	12.28	2,500	30,708	21,254	Nov 13 06:16 PM
Chopra Chandan	Chief Technology Officer	Nov 10 '23	Sale	11.69	750	8,769	23,754	Nov 13 06:16 PM
Chopra Chandan	Chief Technology Officer	Nov 09 '23	Sale	12.39	1,500	18,588	24,504	Nov 13 06:16 PM
Zayas Orlando	Chief Executive Officer	Nov 09 '23	Sale	12.50	240	3,000	129,254	Nov 09 05:39 PM
Zayas Orlando	Chief Executive Officer	Nov 08 '23	Sale	12.70	3,322	42,196	129,494	Nov 09 05:39 PM
Zayas Orlando	Chief Executive Officer	Nov 07 '23	Sale	12.50	100	1,250	132,816	Nov 09 05:39 PM
Zayas Orlando	Chief Executive Officer	Sep 18 '23	Sale	12.50	15	188	132,916	Sep 20 07:57 PM
Chopra Chandan	Chief Technology Officer	Aug 15 '23	Option Exercise	0.00	787	0	26,364	Aug 17 07:07 PM
Zayas Orlando	Chief Executive Officer	Aug 15 '23	Option Exercise	0.00	919	0	134,186	Aug 17 07:12 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	Aug 15 '23	Option Exercise	0.00	197	0	11,419	Aug 17 07:02 PM
Chopra Chandan	Chief Technology Officer	Jun 09 '23	Sale	0.62	15,100	9,320	442,204	Jun 13 09:27 PM
Chopra Chandan	Chief Technology Officer	Jun 07 '23	Sale	0.72	10,000	7,250	457,304	Jun 08 06:56 PM
Taragin Bruce	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	237,918	Jun 08 07:51 PM
Einbinder Lee	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	1,242,480	Jun 08 07:47 PM
Gayhardt Donald	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	151,786	Jun 08 08:50 PM
MASTO CHRISTOPHER A	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	151,786	Jun 08 08:42 PM
Hirsch Brian	Director	Jun 06 '23	Option Exercise	0.00	23,810	0	536,786	Jun 08 08:40 PM
Chopra Chandan	Chief Technology Officer	Jun 06 '23	Sale	0.59	10,000	5,950	467,304	Jun 08 06:56 PM
Chopra Chandan	Chief Technology Officer	Jun 06 '23	Sale	0.65	8,782	5,708	433,422	Jun 13 09:27 PM
Zayas Orlando	Chief Executive Officer	May 15 '23	Option Exercise	0.00	22,961	0	2,825,267	May 17 04:12 PM
TOWERS CHRISTOPHER	Chief Accounting Officer	May 15 '23	Option Exercise	0.00	4,913	0	182,985	May 17 04:13 PM
Medlin Derek	Chief Operating Officer	May 15 '23	Option Exercise	0.00	6,888	0	880,533	May 17 04:13 PM
Chopra Chandan	Chief Technology Officer	May 15 '23	Option Exercise	0.00	19,654	0	486,151	May 17 04:13 PM

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UHT

Universal Health Realty Income Trust

May 06 • 04:00PM ET

36.46

Dollar change +0.20
Percentage change 0.55	%

Real Estate • REIT - Healthcare Facilities • USA • NYSE

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UHT Universal Health Realty Income Trust daily Stock Chart

Held by: IJR VNQ VTI VB IWM DIV SMDV VBK VXF IWO

Index	RUT	P/E	31.02	EPS (ttm)	1.18	Insider Own	2.24%	Shs Outstand	13.82M	Perf Week	1.70%
Market Cap	504.24M	Forward P/E	-	EPS next Y	-	Insider Trans	1.98%	Shs Float	13.52M	Perf Month	6.36%
Income	16.24M	PEG	-	EPS next Q	-	Inst Own	65.12%	Short Float	1.35%	Perf Quarter	-6.54%
Sales	97.49M	P/S	5.17	EPS this Y	-	Inst Trans	-1.60%	Short Ratio	1.64	Perf Half Y	-10.09%
Book/sh	14.21	P/B	2.57	EPS next Y	-	ROA	2.71%	Short Interest	0.18M	Perf Year	-17.08%
Cash/sh	0.56	P/C	65.49	EPS next 5Y	-	ROE	7.76%	52W Range	32.27 - 49.64	Perf YTD	-15.70%
Dividend Est.	-	P/FCF	11.60	EPS past 5Y	-8.76%	ROI	2.83%	52W High	-26.55%	Beta	0.82
Dividend TTM	2.89 (7.93%)	Quick Ratio	-	Sales past 5Y	4.68%	Gross Margin	34.76%	52W Low	12.97%	ATR (14)	0.99
Dividend Ex-Date	Mar 15, 2024	Current Ratio	-	EPS Y/Y TTM	-19.51%	Oper. Margin	36.28%	RSI (14)	58.89	Volatility	2.55% 2.64%
Employees	-	Debt/Eq	1.92	Sales Y/Y TTM	6.34%	Profit Margin	16.66%	Recom	-	Target Price	-
Option/Short	Yes / Yes	LT Debt/Eq	1.92	EPS Q/Q	18.70%	Payout	258.34%	Rel Volume	0.36	Prev Close	36.26
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	8.25%	Earnings	Feb 27 AMC	Avg Volume	111.28K	Price	36.46
SMA20	6.16%	SMA50	0.81%	SMA200	-10.97%	Trades		Volume	40,187	Change	0.55%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-21-10	Downgrade	Jefferies	Buy → Hold	$40 → $34
Jan-13-10	Initiated	Jefferies & Co	Buy	$40

Apr-24-24 05:57PM	Universal Health Realty Income Trust Reports Notable Increase in Q1 2024 Earnings (GuruFocus.com)
04:32PM	Universal Health Realty: Q1 Earnings Snapshot (Associated Press Finance)
04:16PM	UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2024 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2024 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
Mar-25-24 09:50AM	3 Dividend Stocks to Buy at a 52-Week Low in March (InvestorPlace)
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08:04AM	12 Best REIT Dividend Stocks To Buy for 2024 (Insider Monkey)
Mar-06-24 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND (PR Newswire)
Feb-27-24 05:14PM	Universal Health Realty: Q4 Earnings Snapshot (Associated Press Finance)
05:01PM	Universal Health Realty Income Trust Reports Decline in Net Income and FFO for Q4 and Full Year 2023 (GuruFocus.com)
04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (PR Newswire)
04:16PM	UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2023 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS AND 2024 OPERATING RESULTS FORECAST (PR Newswire)
Dec-07-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND INCREASE (PR Newswire)
Oct-25-23 06:14PM	Universal Health Realty Income Trust (UHT) Reports Q3 2023 Financial Results (GuruFocus.com)
05:52PM	Universal Health Realty: Q3 Earnings Snapshot (Associated Press Finance)
04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 THIRD QUARTER FINANCIAL RESULTS (PR Newswire)
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04:16PM	UNIVERSAL HEALTH SERVICES, INC. ANNOUNCES 2023 THIRD QUARTER FINANCIAL RESULTS (PR Newswire)
Sep-18-23 07:07AM	Universal Health Realty Income Trust: A Comprehensive Analysis of Dividend Performance (GuruFocus.com)
Sep-06-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND (PR Newswire)
Aug-01-23 09:00AM	Hippocratic AI Announces Founding Partner Program (GlobeNewswire)
Jul-25-23 04:48PM	Universal Health Realty: Q2 Earnings Snapshot (Associated Press Finance)
04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 SECOND QUARTER FINANCIAL RESULTS (PR Newswire)
Jul-19-23 08:00AM	Universal Health Services Adding Oracle Health's EHR to its Behavioral Health Facilities (PR Newswire)
Jun-27-23 05:10PM	Here's How Universal Health Realty Can Afford Its 6.1% Dividend Yield (Motley Fool)
Jun-21-23 08:00PM	UHT: Lowering target price to $52.00 (Argus Research)
Jun-07-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND INCREASE (PR Newswire)
May-03-23 05:40PM	Dividend Champions, Contenders and Challengers List: 15 Highest Yielding Stocks (Insider Monkey)
Apr-26-23 08:00PM	UHT: Lowering target price to $48.00 (Argus Research) -5.48%
Apr-25-23 05:02PM	Universal Health Realty: Q1 Earnings Snapshot (AP Finance)
04:25PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2023 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
Apr-19-23 06:25AM	11 Best REIT Dividend Stocks (Insider Monkey)
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Apr-14-23 05:06PM	Why Is Universal Health Realty's Dividend So High? (Motley Fool)
Mar-13-23 01:37PM	15 Under-the-Radar High Dividend Stocks to Buy (Insider Monkey)
Mar-11-23 07:14AM	Should You Be Impressed By Universal Health Realty Income Trust's (NYSE:UHT) ROE? (Simply Wall St.)
Mar-08-23 04:15PM	UNIVERSAL HEALTH REALTY INCOME TRUST ANNOUNCES DIVIDEND (PR Newswire)
Feb-27-23 04:25PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (PR Newswire)
Feb-18-23 08:13AM	Quite a few insiders invested in Universal Health Realty Income Trust (NYSE:UHT) last year which is positive news for shareholders (Simply Wall St.)
Dec-23-22 05:55AM	With 66% institutional ownership, Universal Health Realty Income Trust (NYSE:UHT) is a favorite amongst the big guns (Simply Wall St.)
Nov-21-22 12:13PM	3 REITs That Should Survive Dividend Cuts In A Bad Recession (Benzinga)
Nov-12-22 08:25AM	Universal Health Realty Income Trust Third Quarter 2022 Earnings: FFO per share: US$0.9 (vs US$0.92 in 3Q 2021) (Simply Wall St.)
Nov-05-22 07:00AM	3 Small-Cap Stocks That Pay Solid Dividends to Shareholders (TheStreet.com)
Oct-28-22 02:30PM	3 of the Highest Yielding Dividend Champions to Buy Now (TheStreet.com)
Oct-25-22 04:30PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 THIRD QUARTER FINANCIAL RESULTS (PR Newswire)
08:00AM	Edward H. Sim Named Executive Vice President, UHS and President, Acute Care Division (PR Newswire)
Oct-13-22 01:56PM	3 Attractive REITs With A Dividend Yield Over 6% (Benzinga)
Sep-11-22 08:13AM	Chairman Alan Miller Just Bought 1.4% More Shares In Universal Health Realty Income Trust (NYSE:UHT) (Simply Wall St.)
Jul-25-22 04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 SECOND QUARTER FINANCIAL RESULTS (PR Newswire)
Jun-28-22 12:17PM	6 Dividend Stocks With Yields Over 5% to Buy in July (InvestorPlace)
09:39AM	Could The Universal Health Realty Income Trust (NYSE:UHT) Ownership Structure Tell Us Something Useful? (Simply Wall St.)
May-14-22 08:22AM	Lead Independent Trustee Robert McCadden Just Bought 50% More Shares In Universal Health Realty Income Trust (NYSE:UHT) (Simply Wall St.)
Apr-25-22 04:20PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2022 FIRST QUARTER FINANCIAL RESULTS (PR Newswire)
Feb-24-22 05:10PM	UNIVERSAL HEALTH REALTY INCOME TRUST REPORTS 2021 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (PR Newswire)
Feb-21-22 01:09PM	Universal Health Realty Income Trust (NYSE:UHT) insiders placed bullish bets worth US$583k in the last 12 months (Simply Wall St.)
Feb-16-22 10:11AM	2 Healthcare REITs to Consider in February (Motley Fool)
Feb-02-22 05:38PM	WealthTrust Axiom LLC Buys Universal Health Realty Income Trust, ViacomCBS Inc, Ternium SA, ... (GuruFocus.com)
Jan-14-22 05:38PM	FourThought Financial, LLC Buys Northrop Grumman Corp, Lockheed Martin Corp, Xcel Energy Inc, ... (GuruFocus.com)
Jan-06-22 11:20AM	What Type Of Shareholders Make Up Universal Health Realty Income Trust's (NYSE:UHT) Share Registry? (Simply Wall St.)
Dec-02-21 07:25AM	Like Dividends? I Bet You'll Love These 2 REITs (Motley Fool)
Dec-01-21 06:53AM	Provident Healthcare Partners Advises Riverside Medical Clinic In Its Partnership With Universal Healh Services (PR Newswire)
Nov-17-21 01:42PM	The past three years for Universal Health Realty Income Trust (NYSE:UHT) investors has not been profitable (Simply Wall St.)
Oct-25-21 04:20PM	Universal Health Realty Income Trust Reports 2021 Third Quarter Financial Results (PR Newswire)
Sep-30-21 12:33PM	10 High Yield Dividend Champions (Insider Monkey)
07:00AM	3 Healthcare REITs to Buy in October (Motley Fool)
Sep-28-21 02:39PM	A Closer Look At Universal Health Realty Income Trust's (NYSE:UHT) Impressive ROE (Simply Wall St.)
Sep-10-21 05:23PM	Director Of Universal Health Realty Purchased $325.95 Thousand In Stock (Benzinga)
Aug-24-21 05:24PM	10 Best Dividend Growth Stocks to Buy Now (Insider Monkey)
Aug-13-21 06:39AM	A Universal Health Realty Income Trust (NYSE:UHT) insider increased their holdings by 183% last year (Simply Wall St.)
Jul-26-21 04:20PM	Universal Health Realty Income Trust Reports 2021 Second Quarter Financial Results (PR Newswire)
Jun-29-21 09:45AM	What Kind Of Shareholders Hold The Majority In Universal Health Realty Income Trust's (NYSE:UHT) Shares? (Simply Wall St.)
May-14-21 07:00AM	Universal Health Realty Income Trust (NYSE:UHT) Has Compensated Shareholders With A Respectable 52% Return On Their Investment (Simply Wall St.)
Apr-26-21 04:20PM	Universal Health Realty Income Trust Reports 2021 First Quarter Financial Results (PR Newswire)
Mar-30-21 08:46AM	Should You Be Excited About Universal Health Realty Income Trust's (NYSE:UHT) 12% Return On Equity? (Simply Wall St.)
Feb-25-21 04:20PM	Universal Health Realty Income Trust Reports 2020 Fourth Quarter And Full Year Financial Results (PR Newswire)
Feb-11-21 07:24AM	Who Has Been Buying Universal Health Realty Income Trust (NYSE:UHT) Shares? (Simply Wall St.)
Dec-22-20 06:40AM	Is Universal Health Realty Income Trust (NYSE:UHT) Popular Amongst Institutions? (Simply Wall St.)
Dec-15-20 10:21AM	Analyzing Universal Health Realty's Ex-Dividend Date (Benzinga)
Dec-06-20 03:13PM	3 Stocks Offering Total Returns of Up to 30% (GuruFocus.com)
Nov-04-20 11:59AM	Universal Health Realty Income Trust's (NYSE:UHT) Shareholders Are Down 52% On Their Shares (Simply Wall St.)
Oct-29-20 04:20PM	Universal Health Realty Income Trust Reports 2020 Third Quarter Financial Results (PR Newswire)
Oct-21-20 07:30AM	3 Dividend Stocks to Bankroll Your Retirement (Motley Fool)
Sep-17-20 12:06PM	Should You Be Impressed By Universal Health Realty Income Trust's (NYSE:UHT) ROE? (Simply Wall St.)
Aug-03-20 08:32AM	Alan Miller Is The Chairman of Universal Health Realty Income Trust (NYSE:UHT) And They Just Picked Up 1.2% More Shares (Simply Wall St.)
Aug-02-20 05:06PM	Weekly CEO Buys Highlight (GuruFocus.com)
Jul-27-20 04:20PM	Universal Health Realty Income Trust Reports 2020 Second Quarter Financial Results (PR Newswire)
Jun-12-20 10:54AM	This Trio of Companies Just Raised Dividends (GuruFocus.com)
Jun-03-20 06:55PM	Universal Health Realty Income Trust Announces Dividend Increase (PR Newswire)
May-07-20 09:00AM	Universal Health Realty Income Trust (NYSE:UHT) Has Gifted Shareholders With A Fantastic 139% Total Return On Their Investment (Simply Wall St.)
Apr-27-20 04:31PM	Universal Health Realty Income Trust Reports 2020 First Quarter Financial Results (PR Newswire) +5.56%
Mar-05-20 04:43AM	Healthcare REITs: A Dose of Durable Dividends (Investopedia)
Mar-04-20 04:15PM	Universal Health Realty Income Trust Announces Dividend (PR Newswire)
Feb-26-20 04:20PM	Universal Health Realty Income Trust Reports 2019 Fourth Quarter And Full Year Financial Results (PR Newswire)
Feb-07-20 02:53PM	Does Universal Health Realty Income Trust's (NYSE:UHT) CEO Pay Matter? (Simply Wall St.)
Feb-04-20 05:30AM	Japanese robot could call last orders on human bartenders (Reuters)
Dec-17-19 12:36PM	Is Universal Health Realty Income Trust's (NYSE:UHT) ROE Of 9.5% Impressive? (Simply Wall St.)
Dec-16-19 11:05AM	Beaumont Health, Universal Health Services break ground on new mental health hospital (PR Newswire)
Dec-04-19 04:30PM	Universal Health Realty Income Trust Announces Dividend Increase (PR Newswire)
Oct-25-19 06:15AM	Universal Health Realty Income Trust Reports 2019 Third Quarter Financial Results (PR Newswire)
Oct-15-19 01:39PM	If You Had Bought Universal Health Realty Income Trust (NYSE:UHT) Shares Five Years Ago You'd Have Made 127% (Simply Wall St.)
Sep-09-19 06:35AM	Is It Worth Considering Universal Health Realty Income Trust (NYSE:UHT) For Its Upcoming Dividend? (Simply Wall St.)
Sep-04-19 04:15PM	Universal Health Realty Income Trust Announces Dividend (PR Newswire)
Aug-20-19 02:29PM	What Kind Of Shareholders Own Universal Health Realty Income Trust (NYSE:UHT)? (Simply Wall St.)

Universal Health Realty Income Trust operates as a real estate investment trust. It engages in investing and leasing healthcare and human service facilities through direct ownership or joint ventures. The firm focuses on investing in acute care hospitals, behavioral health care hospitals, free-standing emergency departments, childcare centers, and medical or office buildings. The company was founded on December 24, 1986 and is headquartered in King of Prussia, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MILLER ALAN B	President, and CEO	Apr 26 '24	Buy	34.65	6,000	207,881	157,753	Apr 26 04:08 PM

Open in Screener

BLND

Blend Labs Inc

May 06 • 04:00PM ET

2.39

Dollar change +0.07
Percentage change 3.02	%

Technology • Software - Application • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VXF SCHA FINX ITOT SCHB PTEC CLDL

Index	-	P/E	-	EPS (ttm)	-0.76	Insider Own	36.54%	Shs Outstand	240.26M	Perf Week	6.22%
Market Cap	603.07M	Forward P/E	-	EPS next Y	-0.04	Insider Trans	-0.76%	Shs Float	160.13M	Perf Month	-20.60%
Income	-185.32M	PEG	-	EPS next Q	-0.07	Inst Own	25.95%	Short Float	4.39%	Perf Quarter	-11.15%
Sales	156.85M	P/S	3.84	EPS this Y	54.84%	Inst Trans	2.90%	Short Ratio	3.78	Perf Half Y	85.27%
Book/sh	-0.08	P/B	-	EPS next Y	78.21%	ROA	-57.51%	Short Interest	7.03M	Perf Year	310.37%
Cash/sh	0.54	P/C	4.40	EPS next 5Y	-	ROE	-356.63%	52W Range	0.53 - 3.40	Perf YTD	-6.27%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-19.48%	ROI	-146.99%	52W High	-29.81%	Beta	1.10
Dividend TTM	-	Quick Ratio	5.35	Sales past 5Y	50.17%	Gross Margin	51.73%	52W Low	352.14%	ATR (14)	0.22
Dividend Ex-Date	-	Current Ratio	5.35	EPS Y/Y TTM	76.98%	Oper. Margin	-83.70%	RSI (14)	44.46	Volatility	11.37% 7.80%
Employees	881	Debt/Eq	-	Sales Y/Y TTM	-33.31%	Profit Margin	-118.15%	Recom	2.43	Target Price	3.05
Option/Short	Yes / Yes	LT Debt/Eq	-	EPS Q/Q	63.10%	Payout	-	Rel Volume	0.99	Prev Close	2.32
Sales Surprise	-3.87%	EPS Surprise	19.91%	Sales Q/Q	-15.62%	Earnings	May 08 AMC	Avg Volume	1.86M	Price	2.39
SMA20	-3.88%	SMA50	-12.23%	SMA200	23.56%	Trades		Volume	1,843,843	Change	3.02%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$1.50 → $3.50
Nov-14-22	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$2.25
Jul-25-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$4 → $2.75
Jul-07-22	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
May-25-22	Initiated	Compass Point	Neutral	$4.20
Apr-04-22	Downgrade	William Blair	Outperform → Mkt Perform
Apr-01-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$11 → $5
Apr-01-22	Downgrade	Piper Sandler	Overweight → Neutral	$10 → $5.50
Apr-01-22	Downgrade	Canaccord Genuity	Buy → Hold	$28 → $5
Mar-21-22	Downgrade	Truist	Buy → Hold	$7.50
Feb-14-22	Initiated	Keefe Bruyette	Mkt Perform	$11.75
Aug-10-21	Initiated	William Blair	Outperform
Aug-10-21	Initiated	Wells Fargo	Overweight	$24
Aug-10-21	Initiated	UBS	Neutral	$20
Aug-10-21	Initiated	Truist	Buy	$24
Aug-10-21	Initiated	Piper Sandler	Overweight	$24
Aug-10-21	Initiated	KeyBanc Capital Markets	Overweight	$25
Aug-10-21	Initiated	Goldman	Buy	$30
Aug-10-21	Initiated	Canaccord Genuity	Buy	$28

Show Previous Ratings

May-01-24 08:05AM	Blend to Announce First Quarter 2024 Financial Results on May 8, 2024 (Business Wire) -6.12%
Apr-30-24 07:31AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday (InvestorPlace) +8.89%
Apr-29-24 04:05PM	Blend Labs Announces Strategic Partnership with Haveli Investments, including $150 Million Investment (Business Wire) -9.27%
Apr-16-24 08:05AM	Michigan Schools and Government Credit Union Selects Blend to Evolve its Digital Lending Experience (Business Wire)
Apr-09-24 08:23AM	Looking for the Next Google? Buy These 7 Tech Penny Stocks (InvestorPlace)
10:24AM	Loading…
Mar-20-24 10:24AM	Blend Labs, Inc. (NYSE:BLND) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-19-24 08:05AM	Randolph-Brooks Federal Credit Union Selects Blend to Transform its Loan Origination Experience (Business Wire) +5.18%
Mar-15-24 07:56PM	UPDATING and REPLACING Blend Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire) +19.57%
08:30AM	Q4 2023 Blend Labs Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-14-24 08:54PM	BLND Stock Earnings: Blend Labs Meets EPS, Misses Revenue for Q4 2023 (InvestorPlace) -9.96%
05:32PM	Blend Labs Inc (BLND) Reports Notable Operating Loss Improvement and Revenue Growth Amid Market ... (GuruFocus.com)
05:18PM	Blend Labs: Q4 Earnings Snapshot (Associated Press Finance)
04:21PM	Blend Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Mar-13-24 02:04PM	Blend to Announce Fourth Quarter and Full Year 2023 Financial Results on March 14, 2024 (Business Wire) -13.29%
Feb-26-24 09:39AM	Margin Calls, Lawsuits Squeeze Wealth of Leveraged Executives (Bloomberg) +6.28%
08:05AM	Loading…
Jan-04-24 08:05AM	Blends Soft Credit Functionality Supports Fannie Maes Desktop Underwriter Early Assessment Enhancement (Business Wire)
Dec-13-23 04:12PM	These Stocks Moved the Most Today: Pfizer, Etsy, Tesla, Vertex, Southwest, Take-Two Interactive, and More (Barrons.com) +7.43%
02:09PM	These Stocks Are Moving the Most Today: Pfizer, Etsy, Tesla, Vertex, Southwest, Take-Two Interactive, and More (Barrons.com)
Nov-28-23 08:05AM	Blend Named a Leader in Two IDC MarketScape Reports for North American Consumer Lending (Business Wire)
Nov-08-23 10:42AM	Blend Labs, Inc. (NYSE:BLND) Q3 2023 Earnings Call Transcript (Insider Monkey) -7.43%
07:37AM	Q3 2023 Blend Labs Inc Earnings Call (Thomson Reuters StreetEvents)
Nov-07-23 06:30PM	Blend Labs (BLND) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
04:25PM	Blend Labs: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Blend Announces Third Quarter 2023 Financial Results (Business Wire)
Oct-24-23 08:05AM	Blend to Announce Third Quarter 2023 Financial Results on November 7, 2023 (Business Wire)
Oct-16-23 08:05AM	Blend Launches Lower-Cost Offering for Retail Independent Mortgage Banks (Business Wire) +13.33%
Oct-10-23 08:05AM	Blend Partners with MeridianLink to Deliver a More Streamlined Digital Lending Experience (Business Wire)
Sep-28-23 09:30AM	Blend uses generative AI to give you a personalized clothing guide (TechCrunch) +10.74%
Sep-26-23 06:28PM	As mortgage biz suffers, Blend sees unified banking platform as the key to growth (HousingWire) -6.72%
12:35PM	Mortgage tech firm Blend beefs up income verification capabilities (HousingWire)
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08:05AM	Blend Income Expands Verification Coverage through New Assets-Derived Income Capability (Business Wire)
Sep-20-23 12:28PM	15 Best Affordable Stocks To Buy Under $5 (Insider Monkey)
Sep-05-23 08:05AM	Blend to Hold Its Investor Day on September 26, 2023 (Business Wire)
Aug-22-23 07:00PM	Blend to Participate in the Goldman Sachs Communacopia & Technology Conference (Business Wire)
Aug-18-23 09:55AM	Blend Labs (BLND) Could Find a Support Soon, Here's Why You Should Buy the Stock Now (Zacks)
Aug-10-23 07:49PM	Blend cuts workforce by 19% amid anemic mortgage lending (American City Business Journals) +17.21%
08:46AM	Q2 2023 Blend Labs Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-09-23 07:30PM	Blend Labs (BLND) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:50PM	Blend Labs (BLND) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:44PM	Blend Labs: Q2 Earnings Snapshot (AP Finance)
04:05PM	Blend Announces Second Quarter 2023 Financial Results (Business Wire)
Jul-26-23 04:05PM	Blend to Announce Second Quarter 2023 Financial Results on August 9, 2023 (Business Wire)
Jul-21-23 09:32AM	Investors in Blend Labs (NYSE:BLND) have unfortunately lost 57% over the last year (Simply Wall St.)
Jul-18-23 09:00AM	PRMG Increases Application Conversions and Reduces Costs with Blends Soft Credit Functionality (Business Wire) +12.31%
Jun-13-23 09:00AM	Blend Labs Further Expands Mortgage Customer Base After Nations Lending Chooses Blends Mortgage Suite To Streamline Originations (ACCESSWIRE) +6.93%
Jun-01-23 04:01PM	Blend to Participate in the Piper Sandler Global Exchange & Fintech Conference (Business Wire)
May-25-23 09:00AM	Nations Lending Chooses Blend to Streamline the Mortgage Origination Process (Business Wire)
May-23-23 09:00AM	Blend Announces Availability of Soft Credit Functionality (Business Wire)
May-11-23 09:00AM	Composable Tech Is Growing At An Estimated 50.4% Annually - This Fintech Is Aiming To Capture More Of That Market With Its New Composable Origination Tech (ACCESSWIRE) +10.49%
May-09-23 06:55PM	Blend Labs (BLND) Reports Q1 Loss, Tops Revenue Estimates (Zacks) +10.78%
05:51PM	Blend Labs: Q1 Earnings Snapshot (AP Finance)
04:05PM	Blend Announces First Quarter 2023 Financial Results (Business Wire)
May-05-23 02:18PM	NFT Lending Platform Blend Sparks Concerns Over Ecosystem Liquidity (CoinDesk) +8.24%
May-04-23 04:45PM	Blend Receives Continued Listing Standard Notice from NYSE (Business Wire) +5.81%
07:23AM	Blend Labs, Inc.'s (NYSE:BLND) latest 20% decline adds to one-year losses, institutional investors may consider drastic measures (Simply Wall St.)
May-03-23 09:00AM	Banks Risk Losing Deposits In The Great Wealth Transfer As Millennials Flock To Digital Financial Services - Blend Is Helping Them Get Younger Customers Back (ACCESSWIRE)
Apr-26-23 04:05PM	Blend to Announce First Quarter 2023 Financial Results on May 9, 2023 (Business Wire)
Apr-25-23 09:00AM	Atlantic Coast Mortgage Streamlines eClosings with Blend (Business Wire) -5.61%
Mar-28-23 08:00AM	National MI Integrates with Blend (GlobeNewswire)
Mar-27-23 09:00AM	Navy Federal Credit Union Selects Blend to Power Deposit Accounts (Business Wire) -6.13%
Mar-24-23 06:19AM	Need To Know: The Consensus Just Cut Its Blend Labs, Inc. (NYSE:BLND) Estimates For 2023 (Simply Wall St.)
Mar-20-23 09:03PM	Blend Labs, Inc. (NYSE:BLND) Q4 2022 Earnings Call Transcript (Insider Monkey) -8.39%
Mar-19-23 08:26AM	Blend Labs, Inc. (NYSE:BLND) Consensus Forecasts Have Become A Little Darker Since Its Latest Report (Simply Wall St.)
Mar-18-23 08:23AM	Blend Labs Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Mar-16-23 05:35PM	Blend Labs (BLND) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
04:05PM	Blend Announces Fourth Quarter and Full Year 2022 Financial Results (Business Wire)
Mar-13-23 11:31AM	SVB Collapse Exposes More Vulnerabilities Among Recent IPOs (Bloomberg)
Mar-09-23 04:05PM	Blend to Announce Fourth Quarter and Full Year 2022 Financial Results on March 16, 2023 (Business Wire)
Feb-11-23 08:00AM	Blend Labs (NYSE:BLND) shareholders have endured a 81% loss from investing in the stock a year ago (Simply Wall St.)
Feb-02-23 08:47AM	KeyBank Leverages Blend to Deliver Digital Mortgage Application Process for Clients (PR Newswire) +19.65%
Jan-25-23 08:00AM	Half Of Consumers Wish Banks Were More Proactive About Delivering Relevant Advice and ProductsBlend Says Its Cloud Banking Software Makes That Possible (News Direct)
Jan-11-23 03:35PM	Fintech Blend Labs sheds hundreds in second major layoff in six months (American City Business Journals)
Jan-10-23 04:05PM	Blend Announces Strategic and Financial Initiatives to Achieve Path to Profitability (Business Wire)
Dec-19-22 09:00AM	Mountain America Credit Union to Offer Instant Home Equity With Blend (Business Wire) -13.99%
Nov-10-22 06:25PM	Blend Labs (BLND) Reports Q3 Loss, Tops Revenue Estimates (Zacks) +16.58%
04:05PM	Blend Announces Third Quarter 2022 Financial Results (Business Wire)
01:28PM	Blend Is Building a Future Where Proactive Finance Revives the Primary Banking Relationship (News Direct)
Nov-07-22 08:00AM	Blend to Announce Third Quarter 2022 Financial Results on November 10, 2022 (Business Wire)
Nov-03-22 05:55PM	Appian (APPN) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
Oct-24-22 06:34AM	With 43% ownership, Blend Labs, Inc. (NYSE:BLND) has piqued the interest of institutional investors (Simply Wall St.)
Oct-12-22 08:00AM	Homeowners Gained $60,200 In Equity On Average This Year Blends New Digitized Home Equity Lending Software Will Make Accessing That Easier Than Ever (News Direct) -12.11%
Sep-27-22 12:51PM	PNC partners with Blend to transform digital mortgage application process (American City Business Journals) +5.14%
Sep-19-22 08:21AM	Top 6 Stock Picks of Dennis Hongs ShawSpring Partners (Insider Monkey)
Sep-06-22 10:46AM	Top 10 Stock Picks of Joshua Kushners Thrive Capital (Insider Monkey)
09:01AM	Blend Hires Former ServiceNow, Snowflake Executive As New Head of Revenue (Business Wire)
Aug-25-22 09:00AM	Blend Launches Revolutionary Automated Instant Home Equity Product (Business Wire) +5.35%
Aug-16-22 05:40PM	S.F. fintech Blend makes another big layoff as mortgage market slammed (American City Business Journals) +28.62%
03:24PM	Why Blend Labs Stock Exploded Higher Tuesday Morning (Motley Fool)
01:30AM	Blend Labs, Inc. (BLND) Q2 2022 Earnings Call Transcript (Motley Fool)
Aug-15-22 05:55PM	Blend Labs (BLND) Reports Q2 Loss, Tops Revenue Estimates (Zacks) -9.21%
04:05PM	Blend Announces Second Quarter 2022 Financial Results (Business Wire)
Aug-10-22 04:25PM	High Inflation is Crushing These 10 Stocks (Insider Monkey) +7.85%
Aug-08-22 04:30PM	Blend to Announce Second Quarter 2022 Financial Results on August 15, 2022 (Business Wire) +9.12%
Aug-01-22 07:27AM	Investors one-year losses grow to 85% as the stock sheds US$93m this past week (Simply Wall St.)
Jul-21-22 05:05AM	5 Top Tech Stocks Under $20 Per Share (Motley Fool)
Jun-01-22 05:05PM	Blend to Participate in the 42nd Annual William Blair Growth Stock Conference (Business Wire)
May-16-22 12:14PM	Is Blend Labs, Inc.'s (NYSE:BLND) Shareholder Ownership Skewed Towards Insiders? (Simply Wall St.) -7.61%
May-13-22 01:30AM	Blend Labs, Inc. (BLND) Q1 2022 Earnings Call Transcript (Motley Fool) +20.66%
May-12-22 04:05PM	Blend Announces First Quarter 2022 Financial Results (Business Wire) +5.54%
May-11-22 08:46AM	Why Blend Labs (BLND) Might Surprise This Earnings Season (Zacks)

Blend Labs, Inc. engages in the provision of a cloud-based software platform for financial services firms that is designed to power the end-to-end consumer journey for banking products. It operates through the Blend Platform and Title365 segments. The company was founded by Nima Ghamsari, Rosco Hill, Eugene Marinelli, and Erin James Collard on April 17, 2012 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ghamsari Nima	HEAD OF BLEND	Apr 24 '24	Sale	2.45	100,807	247,340	0	Apr 26 04:05 PM
Jafari Amir	HEAD OF FINANCE AND ADMIN.	Apr 12 '24	Buy	2.65	6,265	16,588	402,716	Apr 15 04:05 PM
Ghamsari Nima	HEAD OF BLEND	Mar 22 '24	Sale	2.99	81,700	244,291	34,774	Mar 25 04:05 PM
Jafari Amir	HEAD OF FINANCE AND ADMIN.	Mar 13 '24	Buy	3.00	5,555	16,665	396,451	Mar 14 04:05 PM
Ghamsari Nima	HEAD OF BLEND	Feb 23 '24	Sale	2.23	112,108	250,247	116,474	Feb 27 04:10 PM
Jafari Amir	HEAD OF FINANCE AND ADMIN.	Feb 13 '24	Buy	2.61	6,051	15,777	81,610	Feb 15 04:05 PM
Ghamsari Nima	Head of Blend	Jan 24 '24	Sale	2.52	97,657	245,939	0	Jan 26 04:01 PM
Jafari Amir	Head of Finance and Admin.	Jan 12 '24	Buy	2.43	7,002	16,981	75,559	Jan 17 08:36 PM
Ghamsari Nima	Head of Blend	Dec 22 '23	Sale	2.35	111,608	261,816	0	Dec 26 05:10 PM
Jafari Amir	Head of Finance and Admin.	Dec 13 '23	Buy	2.00	8,547	17,085	68,557	Dec 15 04:01 PM
Ghamsari Nima	Head of Blend	Nov 30 '23	Sale	1.29	249,999	321,288	41,755	Dec 01 04:02 PM
Jafari Amir	Head of Finance and Admin.	Nov 13 '23	Buy	1.22	12,610	15,350	41,103	Nov 13 07:25 PM
Jafari Amir	Head of Finance and Admin.	Oct 13 '23	Buy	1.21	14,124	17,141	28,493	Oct 17 04:08 PM
Ghamsari Nima	Head of Blend	Sep 29 '23	Sale	1.37	111,940	152,843	0	Oct 03 06:50 PM
Jafari Amir	Head of Finance and Admin.	Sep 14 '23	Buy	1.19	14,369	17,125	14,369	Sep 15 04:13 PM
Ghamsari Nima	Head of Blend	Jul 31 '23	Sale	1.32	114,504	151,214	0	Aug 02 04:05 PM
Ghamsari Nima	Head of Blend	Jun 30 '23	Sale	0.96	153,531	147,344	0	Jul 05 04:16 PM
Ghamsari Nima	Head of Blend	May 31 '23	Sale	0.95	151,316	144,461	0	Jun 02 04:08 PM

Open in Screener

ZONE

CleanCore Solutions, Inc.

May 06 • 04:00PM ET

3.17

Dollar change -0.01
Percentage change -0.16	%

Industrials • Pollution & Treatment Controls • USA • AMEX

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ZONE CleanCore Solutions, Inc. daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-0.20	Insider Own	70.33%	Shs Outstand	7.96M	Perf Week	-0.78%
Market Cap	25.28M	Forward P/E	-	EPS next Y	-	Insider Trans	2.75%	Shs Float	2.11M	Perf Month	-
Income	-1.60M	PEG	-	EPS next Q	-	Inst Own	-	Short Float	-	Perf Quarter	-
Sales	1.70M	P/S	14.87	EPS this Y	-886.50%	Inst Trans	-	Short Ratio	-	Perf Half Y	-
Book/sh	-	P/B	-	EPS next Y	-	ROA	-26.30%	Short Interest	-	Perf Year	-
Cash/sh	0.00	P/C	-	EPS next 5Y	-	ROE	-100.10%	52W Range	2.93 - 4.24	Perf YTD	-9.29%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-103.10%	52W High	-25.12%	Beta	-
Dividend TTM	-	Quick Ratio	0.20	Sales past 5Y	-	Gross Margin	39.50%	52W Low	8.36%	ATR (14)	0.50
Dividend Ex-Date	-	Current Ratio	0.40	EPS Y/Y TTM	-	Oper. Margin	-78.80%	RSI (14)	-	Volatility	9.18% -
Employees	7	Debt/Eq	2.91	Sales Y/Y TTM	-	Profit Margin	-96.80%	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	0.00	EPS Q/Q	91.90%	Payout	-	Rel Volume	0.06	Prev Close	3.18
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-62.50%	Earnings	-	Avg Volume	234.04K	Price	3.17
SMA20	-0.63%	SMA50	-0.63%	SMA200	-0.63%	Trades		Volume	16,936	Change	-0.16%

May-02-24 09:00AM	CleanCore Solutions Applauds Recent Bans and Restrictions on PFAS 'Forever Chemicals' (GlobeNewswire)
May-01-24 09:00AM	CleanCore Solutions Expands Relationship with Harry Reid International Airport with Installation of Additional Power Caddy Units Following Successful Pilot (GlobeNewswire)
Apr-30-24 02:30PM	CleanCore Solutions, Inc. Announces Closing of Initial Public Offering (GlobeNewswire)
Apr-29-24 09:00AM	CleanCore Solutions, Inc. Provides Corporate Update and Announces the Appointment of Leading Industry, Capital Markets and Corporate Finance Veterans to the Board of Directors (GlobeNewswire) -8.57%
Apr-26-24 08:45AM	CleanCore Solutions, Inc. Announces Pricing of Initial Public Offering and NYSE American Listing (GlobeNewswire)

CleanCore Solutions, Inc. engages in developing, manufacturing, and selling cleaning products that produces pure aqueous ozone for professional, industrial, and home use. The company's product includes fill station, power caddy, and power minicaddy, ice treatment machine, commercial laundry, and residential laundry. It offers products and solutions that are marketed for janitorial and sanitation, ice machine cleaning, laundry, and industrial industries. CleanCore Solutions, Inc. was formerly known as CC Acquisition Corp. and changed its name to CleanCore Solutions, Inc. in November 2022. The company was incorporated in 2022 and is based in Omaha, Nebraska.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Adams Clayton	10% Owner	Apr 30 '24	Buy	3.10	5,000	15,500	470,000	May 02 05:53 PM
Adams Clayton	10% Owner	Apr 26 '24	Buy	4.01	145,000	581,450	465,000	Apr 26 04:05 PM

Open in Screener

TGAN

Transphorm Inc

May 06 • 04:00PM ET

4.89

Dollar change +0.01
Percentage change 0.20	%

Technology • Semiconductor Equipment & Materials • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IWO VTWO IWC ARB VTWG VTHR URTY

Index	RUT	P/E	-	EPS (ttm)	-0.70	Insider Own	62.09%	Shs Outstand	57.05M	Perf Week	1.24%
Market Cap	309.44M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.09%	Shs Float	23.99M	Perf Month	-0.61%
Income	-41.70M	PEG	-	EPS next Q	-	Inst Own	21.47%	Short Float	3.40%	Perf Quarter	0.62%
Sales	18.75M	P/S	16.50	EPS this Y	-	Inst Trans	0.56%	Short Ratio	4.15	Perf Half Y	90.27%
Book/sh	0.29	P/B	16.93	EPS next Y	-	ROA	-81.48%	Short Interest	0.82M	Perf Year	46.85%
Cash/sh	0.13	P/C	38.92	EPS next 5Y	20.00%	ROE	-143.72%	52W Range	1.94 - 4.96	Perf YTD	33.97%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-65.07%	ROI	-205.91%	52W High	-1.41%	Beta	0.44
Dividend TTM	-	Quick Ratio	0.88	Sales past 5Y	15.09%	Gross Margin	18.73%	52W Low	152.06%	ATR (14)	0.06
Dividend Ex-Date	-	Current Ratio	1.69	EPS Y/Y TTM	-44.18%	Oper. Margin	-162.84%	RSI (14)	57.94	Volatility	0.90% 1.24%
Employees	126	Debt/Eq	0.13	Sales Y/Y TTM	2.79%	Profit Margin	-222.34%	Recom	3.00	Target Price	5.10
Option/Short	No / Yes	LT Debt/Eq	0.11	EPS Q/Q	-10.95%	Payout	-	Rel Volume	0.62	Prev Close	4.88
Sales Surprise	-24.27%	EPS Surprise	-70.67%	Sales Q/Q	3.94%	Earnings	Feb 20 AMC	Avg Volume	196.32K	Price	4.89
SMA20	0.98%	SMA50	0.59%	SMA200	35.51%	Trades		Volume	124,554	Change	0.20%

Apr-24-24 08:30AM	Transphorm and Weltrend Semiconductor Release New Integrated GaN System-in-Packages (Business Wire)
Feb-20-24 04:05PM	Transphorm Announces Fiscal 2024 Third Quarter Results and Provides Business Update (Business Wire)
Feb-06-24 08:30AM	Transphorm at APEC 2024: SuperGaN Innovation for Low to High Power Applications (Business Wire)
Jan-29-24 11:01PM	SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates JNPR, TGAN, HMST (PR Newswire)
Jan-24-24 09:45AM	SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates WAVD, CERE, TGAN (GlobeNewswire)
02:45PM	Loading…
Jan-23-24 02:45PM	SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates HARP, JNPR, TGAN (PR Newswire)
Jan-18-24 11:13AM	Kuehn Law Encourages ROVR, JNPR, HMST and TGAN Investors to Contact Law Firm (PR Newswire)
Jan-17-24 08:30AM	Transphorm Announces Two 4-Lead TO-247 Devices, Expanding Product Portfolio for High Power Server, Renewable, Industrial Power Conversion (Business Wire)
Jan-16-24 04:05PM	Transphorm to Present at the 26th Annual Needham Growth Conference (Business Wire)
Jan-11-24 10:24PM	Renesas to acquire GaN supplier Transphorm for US$339 million (DigiTimes) +25.86%
01:00AM	Renesas to Acquire Transphorm to Expand its Power Portfolio with GaN Technology (Business Wire)
Dec-14-23 08:30AM	Transphorm and Weltrend Semiconductors New GaN System-In-Package Delivers Competitive Advantage by Supporting Multiple Power Levels (Business Wire) +5.65%
Nov-30-23 08:30AM	Transphorm Releases Two Battery Charger Reference Designs Ideal for Two- and Three-Wheeled Electric Vehicles (Business Wire) +6.16%
Nov-15-23 10:43PM	Transphorm seeking sale or merger (DigiTimes)
08:30AM	Transphorm and Allegro MicroSystems Team Up to Increase GaN Power System Performance for High Power Applications (Business Wire)
04:05PM	Loading…
Nov-09-23 04:05PM	Transphorm Announces Fiscal 2024 Second Quarter Results and Provides Business Update (Business Wire)
Oct-26-23 08:30AM	Transphorms Top-Side Cooled TOLT FET Delivers Superior Thermal and Electrical Performance for Computing, AI, Energy, and Automotive Power Systems (Business Wire)
08:30AM	Transphorm to Announce Fiscal 2024 Second Quarter Results and Business Update Call on November 9th at 5:00pm ET (Business Wire)
Oct-10-23 08:30AM	Transphorms TOLL FETs Position GaN as Optimal Devices for Power Hungry AI Applications (Business Wire)
Sep-06-23 06:55AM	New Transphorm White Paper: Normally-Off D-Mode GaN Advantages Vs. Normally-Off E-Mode GaN (Business Wire)
Aug-28-23 11:30PM	Transphorm at electronica India 2023: High Voltage SuperGaN Solutions Boosting Electric Vehicle Performance (Business Wire)
Aug-24-23 08:30AM	Transphorms GaN Powers Worlds First Integrated Microinverter PV Systems by DAH Solar Co., Ltd. (Business Wire)
Aug-22-23 04:05PM	Transphorm to Participate in Upcoming Semiconductor Conferences (Business Wire)
Aug-14-23 04:05PM	Transphorm Announces Fiscal 2024 First Quarter Results and Provides Business Update (Business Wire)
Aug-09-23 08:30AM	Transphorms GaN First to Hit Short Circuit Robustness Milestone Key to Motor Drive Applications (Business Wire)
Aug-07-23 04:05PM	Transphorm to Announce Fiscal 2024 First Quarter Results and Business Update Call on August 14th at 5:00 p.m. ET (Business Wire)
08:30AM	Transphorm to Present at the Canaccord Genuity 43rd Annual Growth Conference (Business Wire)
Jul-25-23 08:30AM	Transphorm Announces Results of Rights Offering (Business Wire)
Jul-06-23 08:30AM	Transphorm Confirms Gallium Nitride Materials Sources Are Secure (Business Wire) -8.56%
Jul-05-23 09:00AM	Transphorm Announces Commencement of Rights Offering (Business Wire)
04:30PM	Loading…
Jun-27-23 04:30PM	Transphorm Announces Fiscal 2023 Fourth Quarter and Year End Financial Results and Provides Business Update (Business Wire)
Jun-20-23 08:30AM	Transphorm to Announce Fiscal 2023 Fourth Quarter and Full Year Financial Results and Business Update Call on June 27th at 5:00pm ET (Business Wire)
Jun-16-23 10:55PM	Transphorm Announces Rights Offering for Common Stock (Business Wire)
Jun-08-23 08:30AM	Transphorm Announces Low-Cost Driver Solution for SuperGaN FETs (Business Wire)
Jun-01-23 08:30AM	Transphorm to Participate in GaN Panel at Stifel 2023 Cross Sector Insight Conference (Business Wire)
May-23-23 09:00AM	Transphorm Wins $15 Million Contract from the National Security Technology Accelerator (Business Wire)
May-15-23 08:30AM	Transphorm Announces Appointment of Company Co-founders as Chief Executive Officer and Board Chair (Business Wire)
May-08-23 08:30AM	Simulation Model of Industrys First 1200 V GaN-on-Sapphire Device Released by Transphorm (Business Wire)
May-03-23 08:30AM	Transphorm to Attend the 8th Annual Oppenheimer Emerging Growth Conference on May 11th, 2023 (Business Wire)
Apr-27-23 08:30AM	Transphorm Introduces Six SuperGaN FETs Pin-to-Pin Compatible With e-mode Devices (Business Wire)

Transphorm, Inc. is a semiconductor company, which engages in the development of wide-bandgap gallium nitride (GaN) power electronic products. The company was founded by Umesh K. Mishra and Primit A. Parikh in 2007 and is headquartered in Goleta, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
MCFARLAND KATHARINA G.	Director	Apr 24 '24	Sale	4.85	840	4,074	85,319	Apr 26 04:05 PM
Smales Kelly	Director	Apr 24 '24	Sale	4.85	475	2,304	73,673	Apr 26 04:05 PM
Smales Kelly	Director	Apr 04 '24	Sale	4.90	766	3,753	72,792	Apr 05 04:05 PM
Parikh Primit	PRESIDENT AND CEO	Feb 29 '24	Sale	4.80	6,000	28,806	489,310	Mar 04 04:06 PM
MCFARLAND KATHARINA G.	Director	Feb 28 '24	Sale	4.81	3,996	19,225	83,759	Mar 01 04:05 PM
Smales Kelly	Director	Feb 28 '24	Sale	4.81	3,996	19,225	73,558	Mar 01 04:05 PM
MCFARLAND KATHARINA G.	Director	Jan 24 '24	Sale	4.82	833	4,015	87,755	Jan 26 04:03 PM
Smales Kelly	Director	Jan 24 '24	Sale	4.82	471	2,271	77,554	Jan 26 04:04 PM
Smales Kelly	Director	Jan 04 '24	Sale	3.90	766	2,987	76,680	Jan 05 07:52 PM
Smales Kelly	Director	Jan 02 '24	Sale	3.61	2,187	7,895	77,446	Jan 03 06:19 PM
MCFARLAND KATHARINA G.	Director	Nov 22 '23	Sale	2.70	3,995	10,798	86,208	Nov 27 08:23 PM
Smales Kelly	Director	Nov 22 '23	Sale	2.63	3,995	10,499	79,633	Nov 27 08:24 PM
MCFARLAND KATHARINA G.	Director	Nov 20 '23	Sale	3.01	3,515	10,580	90,203	Nov 21 04:34 PM
Smales Kelly	Director	Nov 20 '23	Sale	2.89	656	1,895	83,628	Nov 21 04:31 PM
Smales Kelly	Director	Nov 17 '23	Sale	2.82	3,227	9,094	84,284	Nov 21 04:31 PM
Mishra Umesh	Chief Technology Officer	Jul 21 '23	Option Exercise	3.30	7,500	24,750	191,924	Jul 25 06:30 PM
Parikh Primit	President and CEO	Jul 21 '23	Option Exercise	3.30	3,100	10,230	222,159	Jul 25 06:31 PM
McAulay Cameron	Chief Financial Officer	Jul 21 '23	Option Exercise	3.30	3,031	10,002	84,634	Jul 25 06:29 PM
MCFARLAND KATHARINA G.	Director	Jul 21 '23	Option Exercise	3.30	3,014	9,946	38,014	Jul 25 06:29 PM
Humphreys Michael Julian	Director	Jul 21 '23	Option Exercise	3.30	1,675	5,528	36,675	Jul 25 06:28 PM
Smales Kelly	Director	Jul 21 '23	Option Exercise	3.30	1,173	3,871	36,173	Jul 25 06:31 PM
KKR Phorm Investors L.P.	10% Owner	Jul 21 '23	Buy	3.30	1,735,988	5,728,760	24,411,968	Jul 25 04:28 PM

Open in Screener

TRV

Travelers Companies Inc.

May 06 • 04:00PM ET

215.91

Dollar change +2.06
Percentage change 0.96	%

Financial • Insurance - Property & Casualty • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

TRV Travelers Companies Inc. daily Stock Chart

Held by: VTI VOO IVV VTV JEPI VIG USMV VYM IWD RSP

Index	DJIA, S&P 500	P/E	16.04	EPS (ttm)	13.46	Insider Own	0.43%	Shs Outstand	228.20M	Perf Week	1.41%
Market Cap	49.44B	Forward P/E	10.31	EPS next Y	20.94	Insider Trans	-24.93%	Shs Float	228.00M	Perf Month	-6.49%
Income	3.12B	PEG	1.01	EPS next Q	3.26	Inst Own	84.04%	Short Float	1.46%	Perf Quarter	1.33%
Sales	42.89B	P/S	1.15	EPS this Y	38.62%	Inst Trans	-0.71%	Short Ratio	2.35	Perf Half Y	27.80%
Book/sh	109.27	P/B	1.98	EPS next Y	15.05%	ROA	2.75%	Short Interest	3.33M	Perf Year	20.53%
Cash/sh	-	P/C	-	EPS next 5Y	15.95%	ROE	12.96%	52W Range	157.33 - 232.75	Perf YTD	13.34%
Dividend Est.	4.16 (1.92%)	P/FCF	6.06	EPS past 5Y	6.62%	ROI	9.45%	52W High	-7.24%	Beta	0.63
Dividend TTM	4.00 (1.85%)	Quick Ratio	-	Sales past 5Y	6.52%	Gross Margin	-	52W Low	37.23%	ATR (14)	3.63
Dividend Ex-Date	Jun 10, 2024	Current Ratio	0.34	EPS Y/Y TTM	14.56%	Oper. Margin	9.79%	RSI (14)	47.47	Volatility	1.23% 1.61%
Employees	33300	Debt/Eq	0.32	Sales Y/Y TTM	13.50%	Profit Margin	7.26%	Recom	2.48	Target Price	229.28
Option/Short	Yes / Yes	LT Debt/Eq	0.32	EPS Q/Q	16.38%	Payout	30.74%	Rel Volume	0.44	Prev Close	213.85
Sales Surprise	-3.64%	EPS Surprise	-4.74%	Sales Q/Q	15.70%	Earnings	Apr 17 BMO	Avg Volume	1.42M	Price	215.91
SMA20	-0.31%	SMA50	-2.14%	SMA200	13.96%	Trades		Volume	668,562	Change	0.96%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-10-24	Initiated	TD Cowen	Outperform	$247
Dec-28-23	Initiated	HSBC Securities	Hold	$203
Dec-20-23	Initiated	Janney	Buy	$215
Nov-16-23	Initiated	Oppenheimer	Perform
Oct-05-23	Initiated	Deutsche Bank	Hold	$186
Jun-20-23	Initiated	Morgan Stanley	Equal-Weight	$185
Jan-20-23	Initiated	BMO Capital Markets	Outperform	$212
Jan-10-23	Upgrade	Evercore ISI	In-line → Outperform	$183 → $220
Jul-25-22	Upgrade	Raymond James	Mkt Perform → Strong Buy	$185
Jun-23-22	Downgrade	Wolfe Research	Outperform → Peer Perform	$185 → $156
Jun-03-22	Downgrade	Goldman	Neutral → Sell	$190 → $170
May-24-22	Initiated	Citigroup	Neutral	$179
Apr-20-22	Upgrade	Raymond James	Underperform → Mkt Perform
Apr-20-22	Downgrade	Raymond James	Mkt Perform → Underperform
Jan-21-22	Downgrade	Barclays	Overweight → Equal Weight	$170
Nov-23-21	Initiated	Goldman	Neutral	$165
Nov-19-21	Initiated	Jefferies	Hold	$165
Aug-17-21	Initiated	Wolfe Research	Outperform	$180
Jul-22-21	Downgrade	BofA Securities	Buy → Underperform	$171 → $161
Jul-12-21	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$166

Show Previous Ratings

May-03-24 04:09PM	Travelers Companies Insider Sold Shares Worth $2,014,215, According to a Recent SEC Filing (MT Newswires)
May-02-24 04:51PM	Travelers Companies Insider Sold Shares Worth $776,727, According to a Recent SEC Filing (MT Newswires)
May-01-24 10:12AM	Travelers Opens Technology Office in Atlanta (Business Wire)
06:44AM	Soaring Premiums, Soaring Profits: 3 Top Insurance Stocks to Own Now (InvestorPlace)
Apr-29-24 05:22PM	17 Best Insurance Dividend Stocks To Invest In Right Now (Insider Monkey)
06:00AM	Loading…
06:00AM	Travelers Canada Announces Results of Distracted Driving Risk Survey (Business Wire)
Apr-27-24 02:17AM	Insider Sell: EVP & CFO Daniel Frey Sells 5,000 Shares of The Travelers Companies Inc (TRV) (GuruFocus.com)
Apr-25-24 05:14PM	Cincinnati Financial quarterly profit rises on higher premiums, investment income (Reuters)
Apr-24-24 04:37PM	Travelers Companies Insider Sold Shares Worth $2,139,618, According to a Recent SEC Filing (MT Newswires)
Apr-18-24 09:02AM	The Travelers Companies, Inc. (NYSE:TRV) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:01AM	The Travelers Companies Inc (TRV) Q1 2024 Earnings Call Transcript Highlights: Strong ... (GuruFocus.com)
01:01AM	Decoding The Travelers Companies Inc (TRV): A Strategic SWOT Insight (GuruFocus.com)
12:44AM	Q1 2024 Travelers Companies Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-17-24 04:21PM	Property and Casualty Insurer Travelers Tumbles After Its Earnings Report Here's Why (Investopedia) -7.41%
03:31PM	Stocks to Watch Wednesday: United Airlines, ASML, Trump Media, Adidas (The Wall Street Journal)
12:56PM	Loading…
12:56PM	Top Stock Movers Now: Travelers, US Bancorp, United Airlines Holdings, and More (Investopedia)
12:05PM	Travelers (TRV) Misses Q1 Earnings Estimates, Raises Dividend (Zacks)
10:19AM	Elevated Catastrophe Losses From Hail and Wind Storm Hurt Travelers Companies Q1 Profit, Stock Slides (Benzinga)
09:30AM	Here's What Key Metrics Tell Us About Travelers (TRV) Q1 Earnings (Zacks)
08:31AM	Travelers Companies Inc Surpasses Earnings Expectations in Q1 2024 (GuruFocus.com)
08:15AM	Travelers (TRV) Lags Q1 Earnings Estimates (Zacks)
07:02AM	Travelers' profit jumps on investment gains, underwriting strength (Reuters)
07:02AM	Travelers Reports Excellent First Quarter Results (Business Wire)
Apr-15-24 01:43PM	Travelers (TRV) Set to Report Q1 Earnings: What's in Store? (Zacks)
Apr-12-24 09:15AM	Exploring Analyst Estimates for Travelers (TRV) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-11-24 09:00AM	Travelers Risk Index Shows Rise in Distracted Driving (Business Wire)
Apr-10-24 10:25AM	Why auto insurance costs are rising at the fastest rate in 47 years (Yahoo Finance)
10:00AM	Travelers (TRV) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-08-24 11:51AM	Here's Why Travelers (TRV) Stock is an Investor Favorite Now (Zacks)
Apr-02-24 09:40AM	Are Investors Undervaluing The Travelers Companies (TRV) Right Now? (Zacks)
09:30AM	Loading…
Mar-25-24 09:30AM	Travelers Honors 2024 Personal Insurance Agent of the Year Winners (Business Wire)
Mar-21-24 08:02PM	25 Largest Insurance Companies in the World in 2024 (Insider Monkey)
Mar-14-24 09:00AM	Travelers Schedules Conference Call to Review First Quarter 2024 Results (Business Wire)
Mar-13-24 07:54PM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)
09:40AM	Should Value Investors Buy The Travelers Companies (TRV) Stock? (Zacks)
Mar-06-24 12:51PM	20 Cities Where You're Most Likely To Get In A Car Accident (Insider Monkey)
05:05AM	The Travelers Companies Inc's Dividend Analysis (GuruFocus.com)
Mar-05-24 04:17PM	13 Best Dividend Stocks For Rising Interest Rates (Insider Monkey)
Feb-26-24 09:40AM	Are Investors Undervaluing The Travelers Companies (TRV) Right Now? (Zacks)
09:00AM	Travelers Institute Launches 2024 National Cybersecurity Tour (Business Wire)
Feb-23-24 08:48AM	Heard on the Street: Car Insurance Is Pushing Up Inflation Everywhere (The Wall Street Journal)
Feb-21-24 10:29AM	Travelers (TRV) Stock Rallies 16% YTD: Will the Momentum Last? (Zacks)
Feb-20-24 12:19PM	10 Best Car Insurance in Massachusetts for 2024 (Insider Monkey)
Feb-19-24 02:25PM	Its Time! 3 Overheated Dow Stocks to Sell in February (InvestorPlace)
Feb-17-24 05:24PM	15 Worst States for Homeowners Insurance in the US (Insider Monkey)
Feb-16-24 12:11AM	Decoding The Travelers Companies Inc (TRV): A Strategic SWOT Insight (GuruFocus.com)
Feb-09-24 02:20AM	Insider Sell: EVP & CFO Daniel Frey Sells 38,000 Shares of The Travelers Companies Inc (TRV) (GuruFocus.com)
Feb-08-24 12:08PM	15 States with the Cheapest Car Insurance In The US (Insider Monkey)
09:40AM	Should Value Investors Buy The Travelers Companies (TRV) Stock? (Zacks)
Feb-06-24 11:02AM	Insider Sell: EVP & Co-Chief Invest. Officer Daniel Yin Sells 5,406 Shares of The Travelers ... (GuruFocus.com)
Feb-05-24 04:03PM	10 Best Cheap Car Insurance in New York for 2024 (Insider Monkey)
Feb-02-24 09:00AM	Citizen Travelers Honored by the Connecticut Democracy Center (Business Wire)
Jan-25-24 11:52PM	Travelers Companies Inc EVP & Pres., Bond & Spec. Ins. Jeffrey Klenk Sells 17,149 Shares (GuruFocus.com)
05:30AM	Insurers Rake In Profits as Customers Pay Soaring Premiums (The Wall Street Journal)
Jan-23-24 05:02PM	15 Best Jewelry Insurance Companies Heading into 2024 (Insider Monkey)
09:40AM	Are Investors Undervaluing The Travelers Companies (TRV) Right Now? (Zacks)
08:27AM	The Travelers Companies, Inc. (NYSE:TRV) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-22-24 06:50AM	15 Largest Insurance Companies In The US by Market Cap (Insider Monkey)
03:37AM	Heard on the Street Recap for Last Week: When the Chips Are Up (The Wall Street Journal)
Jan-20-24 02:45AM	Q4 2023 Travelers Companies Inc Earnings Call (Thomson Reuters StreetEvents)
Jan-19-24 12:44PM	Travelers (TRV) Q4 Earnings Beat Estimates on Lower Cat Loss (Zacks) +6.72%
12:41PM	Travelers Stock Jumps After Insurer Gets Better Pricing, Protection (The Wall Street Journal)
12:39PM	Travelers Stock Hit a Record High Here's Why (Investopedia)
11:46AM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)
11:01AM	Stocks to Watch Friday: Spirit Airlines, iRobot, State Street (The Wall Street Journal)
09:55AM	Travelers Stock Gains After Rising Premiums Help Insurer Grow Annual Profits (The Wall Street Journal)
07:22AM	Travelers Companies Inc (TRV) Posts Record Earnings in Q4 2023 (GuruFocus.com)
06:57AM	Travelers Reports Excellent Fourth Quarter 2023 Results (Business Wire)
Jan-16-24 04:20PM	Best Real Estate Lawyers in Each of the 30 Biggest Cities in the US (Insider Monkey)
03:15PM	15 States with the Cheapest Home Insurance in the US (Insider Monkey)
08:36AM	Why The Travelers (TRV) Might Surprise This Earnings Season (Zacks)
Jan-15-24 12:21PM	Is a Beat in Store for Travelers (TRV) This Earnings Season? (Zacks)
05:39AM	Retail sales and investment banks: What to watch this week (Yahoo Finance)
Jan-12-24 06:39AM	Travelers (TRV) Gains 15.8% in 6 Months: More Room to Run? (Zacks)
Jan-08-24 09:00AM	Travelers Institute Announces Winter 2024 Wednesdays with Woodward Webinar Schedule (Business Wire)
Jan-04-24 09:00AM	Travelers Introduces New Financial Institutions Bond for Asset Managers (Business Wire)
Jan-03-24 11:55AM	Travelers (TRV) Boosts Cyber Capabilities With Corvus Buyout (Zacks)
09:07AM	Best Workplace Injury Lawyers in Each of 30 Biggest Cities in the US (Insider Monkey)
Jan-02-24 04:15PM	Travelers Completes Acquisition of Corvus Insurance (Business Wire)
Dec-28-23 06:38PM	15 Best Home Insurance Companies Heading into 2024 (Insider Monkey)
04:20AM	Should You Add Travelers The Travelers Companies (TRV)? (Insider Monkey)
Dec-26-23 08:02PM	15 Best Auto Insurance Companies Heading into 2024 (Insider Monkey)
06:44PM	15 Best Term Life Insurance Companies Heading into 2024 (Insider Monkey)
Dec-22-23 04:07PM	15 Best Earthquake Insurance Companies Heading into 2024 (Insider Monkey)
Dec-20-23 10:12AM	15 Best Multi Policy Insurance Companies Heading into 2024 (Insider Monkey)
Dec-14-23 09:00AM	Travelers Schedules Conference Call to Review Fourth Quarter 2023 Results (Business Wire)
Dec-13-23 10:28AM	15 Best Property and Casualty Insurance Companies Heading into 2024 (Insider Monkey)
08:05AM	15 Best Known Car Insurance Companies Heading into 2024 (Insider Monkey)
08:02AM	15 Best Manufactured Home Insurance Companies Heading into 2024 (Insider Monkey)
Dec-12-23 09:00AM	Travelers Named a Leader in LGBTQ+ Workplace Inclusion (Business Wire)
Dec-09-23 02:37PM	15 Best Business Insurance Companies Heading into 2024 (Insider Monkey)
Dec-07-23 05:41PM	20 States Where Car Insurance Costs The Least (Insider Monkey)
Dec-06-23 05:10AM	The Travelers Companies Inc's Dividend Analysis (GuruFocus.com)
Dec-05-23 08:06PM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)
Dec-01-23 07:47AM	Should You Retain Travelers (TRV) Stock in Your Portfolio? (Zacks)
Nov-22-23 05:01PM	15 States with the Most Expensive Car Insurance in the US (Insider Monkey)
Nov-17-23 11:30AM	Why Is Travelers (TRV) Up 4.7% Since Last Earnings Report? (Zacks)
Nov-13-23 07:05PM	13 Cheap Blue Chip Stocks To Buy (Insider Monkey)
09:00AM	Travelers Recognized for Military-Friendly Culture (Business Wire)
Nov-12-23 07:08PM	Analyst Report: The Travelers Companies, Inc. (Morningstar Research)

The Travelers Cos., Inc. is a holding company, which engages in the provision of commercial and personal property and casualty insurance products and services. It operates through the following business segments: Business Insurance, Bond and Specialty Insurance, and Personal Insurance. The Business Insurance segment offers an array of property and casualty insurance, and insurance related services to its customers primarily in the U.S., as well as in Canada, the United Kingdom, the Republic of Ireland and throughout other parts of the world as a corporate member of Lloyd's. The Bond and Specialty Insurance segment includes surety, fidelity, management liability, professional liability, and other property and casualty coverage and related risk management services. The Personal Insurance segment is involved in a range of property and casualty insurance products and services covering individuals' personal risks, primarily in the U.S. and Canada. The company was founded in 1853 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Toczydlowski Gregory C	EVP & President, Business Ins.	May 02 '24	Sale	214.92	9,372	2,014,215	18,416	May 03 04:03 PM
Klenk Jeffrey P.	EVP & Pres., Bond & Spec. Ins.	May 01 '24	Sale	213.68	3,635	776,727	6,075	May 02 04:25 PM
Frey Daniel S.	EVP & Chief Financial Officer	Apr 25 '24	Sale	212.90	5,000	1,064,482	18,515	Apr 26 04:04 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Apr 23 '24	Option Exercise	126.18	10,000	1,261,800	32,798	Apr 24 04:02 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Apr 23 '24	Sale	213.96	10,000	2,139,618	22,798	Apr 24 04:02 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 29 '24	Option Exercise	106.03	9,502	1,007,497	68,319	Mar 01 04:04 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 29 '24	Sale	221.34	9,502	2,103,173	58,817	Mar 01 04:04 PM
Rowland David Donnay	EVP & Co-Chief Invest. Officer	Feb 27 '24	Sale	220.94	5,264	1,163,025	7,865	Feb 28 04:06 PM
Lefebvre Mojgan M	EVP & Chief Tech & Ops Officer	Feb 22 '24	Option Exercise	126.18	12,500	1,577,250	12,500	Feb 23 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 22 '24	Option Exercise	140.85	3,000	422,550	263,384	Feb 23 04:08 PM
Lefebvre Mojgan M	EVP & Chief Tech & Ops Officer	Feb 22 '24	Sale	220.00	18,716	4,117,511	0	Feb 23 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 22 '24	Sale	222.25	3,000	666,750	260,384	Feb 23 04:08 PM
Kurtzman Diane	EVP & Chief HR Officer	Feb 22 '24	Sale	220.14	2,993	658,882	2,215	Feb 23 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 21 '24	Option Exercise	140.85	2,000	281,700	257,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 21 '24	Sale	221.12	2,000	442,250	255,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 20 '24	Option Exercise	140.85	2,000	281,700	257,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 20 '24	Sale	220.00	2,000	440,000	255,178	Feb 22 04:09 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 15 '24	Option Exercise	140.85	3,000	422,550	258,178	Feb 16 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 15 '24	Sale	218.75	3,000	656,250	255,178	Feb 16 04:04 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 14 '24	Option Exercise	135.16	2,181	294,789	257,359	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 14 '24	Sale	217.25	2,181	473,819	255,178	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 13 '24	Option Exercise	132.58	2,000	265,160	257,178	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 13 '24	Sale	216.41	2,000	432,810	255,178	Feb 15 04:12 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 12 '24	Option Exercise	132.58	2,000	265,160	257,178	Feb 13 04:05 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 12 '24	Sale	215.88	2,000	431,750	255,178	Feb 13 04:05 PM
BESSETTE ANDY F	EVP and Chief Admin Officer	Feb 09 '24	Option Exercise	139.83	10,000	1,398,300	22,244	Feb 12 04:04 PM
BESSETTE ANDY F	EVP and Chief Admin Officer	Feb 09 '24	Sale	214.75	10,000	2,147,496	12,244	Feb 12 04:04 PM
Schnitzer Alan D	Chairman and CEO	Feb 08 '24	Option Exercise	118.78	222,901	26,476,181	445,425	Feb 09 04:05 PM
Schnitzer Alan D	Chairman and CEO	Feb 08 '24	Sale	212.61	44,896	9,545,460	400,529	Feb 09 04:05 PM
Frey Daniel S.	EVP & Chief Financial Officer	Feb 06 '24	Option Exercise	132.58	38,000	5,038,040	52,810	Feb 08 05:26 PM
Frey Daniel S.	EVP & Chief Financial Officer	Feb 06 '24	Sale	212.55	38,000	8,076,965	14,810	Feb 08 05:26 PM
Rowland David Donnay	EVP & Co-Chief Invest. Officer	Feb 02 '24	Option Exercise	106.03	10,181	1,079,491	18,046	Feb 05 05:30 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 02 '24	Option Exercise	106.04	7,983	846,517	59,385	Feb 05 04:22 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 02 '24	Option Exercise	132.58	4,500	596,610	259,678	Feb 05 04:18 PM
Rowland David Donnay	EVP & Co-Chief Invest. Officer	Feb 02 '24	Sale	214.00	10,181	2,178,756	7,865	Feb 05 05:30 PM
Yin Daniel Tei-Hwa	EVP & Co-Chief Invest. Officer	Feb 02 '24	Sale	213.74	5,406	1,155,465	53,979	Feb 05 04:22 PM
HEYMAN WILLIAM H	Vice Chairman	Feb 02 '24	Sale	215.06	4,500	967,750	255,178	Feb 05 04:18 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 31 '24	Option Exercise	132.58	2,500	331,450	257,678	Feb 01 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 31 '24	Sale	214.21	2,500	535,516	255,178	Feb 01 04:06 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Jan 30 '24	Option Exercise	92.52	10,553	976,384	113,996	Jan 31 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 30 '24	Option Exercise	132.58	2,500	331,450	257,678	Jan 31 04:03 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Jan 30 '24	Sale	212.93	10,553	2,247,012	103,443	Jan 31 04:06 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 30 '24	Sale	213.54	2,500	533,846	255,178	Jan 31 04:03 PM
Toczydlowski Gregory C	EVP & President, Business Ins.	Jan 26 '24	Option Exercise	118.15	45,591	5,386,624	64,007	Jan 30 04:10 PM
Toczydlowski Gregory C	EVP & President, Business Ins.	Jan 26 '24	Sale	211.67	45,591	9,650,192	18,416	Jan 30 04:10 PM
Kurtzman Diane	EVP & Chief HR Officer	Jan 25 '24	Option Exercise	106.03	3,000	318,090	5,215	Jan 26 04:06 PM
Kurtzman Diane	EVP & Chief HR Officer	Jan 25 '24	Sale	211.02	3,000	633,060	2,215	Jan 26 04:06 PM
Klenk Jeffrey P.	EVP & Pres., Bond & Spec. Ins.	Jan 24 '24	Option Exercise	125.78	17,149	2,156,971	23,223	Jan 25 04:07 PM
Klenk Jeffrey P.	EVP & Pres., Bond & Spec. Ins.	Jan 24 '24	Sale	212.54	17,149	3,644,874	6,074	Jan 25 04:07 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 23 '24	Option Exercise	132.58	26,633	3,531,003	281,811	Jan 24 04:04 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jan 23 '24	Option Exercise	140.85	12,287	1,730,624	26,367	Jan 24 04:12 PM
Munson Paul E.	SVP & Corp. Controller	Jan 23 '24	Option Exercise	106.03	2,121	224,890	2,840	Jan 24 04:07 PM
HEYMAN WILLIAM H	Vice Chairman	Jan 23 '24	Sale	212.76	26,633	5,666,392	255,178	Jan 24 04:04 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jan 23 '24	Sale	210.68	12,287	2,588,658	14,080	Jan 24 04:12 PM
Munson Paul E.	SVP & Corp. Controller	Jan 23 '24	Sale	212.86	2,121	451,476	719	Jan 24 04:07 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Nov 30 '23	Option Exercise	80.35	7,000	562,450	110,443	Dec 01 04:07 PM
OLIVO MARIA	EVP, Strat Dev & Pres Intl	Nov 30 '23	Sale	179.92	7,000	1,259,452	103,443	Dec 01 04:07 PM
HEYMAN WILLIAM H	Vice Chairman	Nov 27 '23	Option Exercise	126.18	270	34,069	255,448	Nov 28 04:32 PM
HEYMAN WILLIAM H	Vice Chairman	Nov 27 '23	Sale	178.00	270	48,060	255,178	Nov 28 04:32 PM
BESSETTE ANDY F	EVP and Chief Admin Officer	Nov 03 '23	Sale	169.38	3,797	643,162	13,005	Nov 07 04:30 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jul 24 '23	Option Exercise	140.85	10,000	1,408,500	24,080	Jul 26 04:01 PM
Klein Michael Frederick	EVP & President, Personal Ins.	Jul 24 '23	Sale	175.05	10,000	1,750,479	14,080	Jul 26 04:01 PM
Klein Michael Frederick	EVP & President, Personal Ins.	May 10 '23	Option Exercise	118.78	10,246	1,217,020	24,326	May 12 04:08 PM
Klein Michael Frederick	EVP & President, Personal Ins.	May 10 '23	Sale	182.85	10,246	1,873,435	14,080	May 12 04:08 PM

Open in Screener

OPEN

Opendoor Technologies Inc

May 06 • 04:00PM ET

2.35

Dollar change +0.14
Percentage change 6.33	%

Real Estate • Real Estate Services • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

OPEN Opendoor Technologies Inc daily Stock Chart

Held by: VNQ VTI VB IWM AVUV VBK VXF IWN DFAT VTWO

Index	RUT	P/E	-	EPS (ttm)	-0.42	Insider Own	19.84%	Shs Outstand	677.64M	Perf Week	10.59%
Market Cap	1.63B	Forward P/E	-	EPS next Y	-0.48	Insider Trans	-1.48%	Shs Float	554.39M	Perf Month	-12.96%
Income	-283.00M	PEG	-	EPS next Q	-0.15	Inst Own	56.20%	Short Float	13.35%	Perf Quarter	-26.79%
Sales	5.01B	P/S	0.32	EPS this Y	-44.43%	Inst Trans	-3.59%	Short Ratio	4.08	Perf Half Y	6.82%
Book/sh	1.31	P/B	1.80	EPS next Y	21.07%	ROA	-6.65%	Short Interest	74.00M	Perf Year	74.07%
Cash/sh	1.91	P/C	1.23	EPS next 5Y	5.20%	ROE	-29.25%	52W Range	1.26 - 5.41	Perf YTD	-47.54%
Dividend Est.	-	P/FCF	-	EPS past 5Y	44.03%	ROI	-8.50%	52W High	-56.56%	Beta	2.76
Dividend TTM	-	Quick Ratio	-	Sales past 5Y	50.93%	Gross Margin	8.61%	52W Low	86.51%	ATR (14)	0.19
Dividend Ex-Date	-	Current Ratio	-	EPS Y/Y TTM	82.12%	Oper. Margin	-6.69%	RSI (14)	50.25	Volatility	9.53% 7.16%
Employees	1982	Debt/Eq	2.71	Sales Y/Y TTM	-63.01%	Profit Margin	-5.65%	Recom	2.92	Target Price	2.61
Option/Short	Yes / Yes	LT Debt/Eq	2.70	EPS Q/Q	-1.53%	Payout	-	Rel Volume	1.52	Prev Close	2.21
Sales Surprise	7.95%	EPS Surprise	23.44%	Sales Q/Q	-62.15%	Earnings	May 02 AMC	Avg Volume	18.13M	Price	2.35
SMA20	5.31%	SMA50	-11.10%	SMA200	-24.20%	Trades		Volume	27,511,580	Change	6.33%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-23	Downgrade	BTIG Research	Buy → Neutral
Dec-13-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$3.50
Nov-21-23	Initiated	Deutsche Bank	Hold	$2.80
Sep-29-23	Initiated	UBS	Neutral	$2.75
Sep-26-23	Upgrade	Gordon Haskett	Underperform → Hold	$2.50 → $2.25
Jul-24-23	Initiated	Morgan Stanley	Equal-Weight	$4.25
Jul-19-23	Downgrade	Gordon Haskett	Hold → Underperform
Apr-24-23	Downgrade	Wedbush	Outperform → Neutral	$3.50 → $1.70
Apr-18-23	Initiated	Gordon Haskett	Hold
Feb-27-23	Downgrade	Oppenheimer	Outperform → Perform
Dec-21-22	Downgrade	Truist	Buy → Hold
Dec-13-22	Initiated	Citigroup	Neutral	$1.50
Oct-17-22	Downgrade	Goldman	Neutral → Sell	$7 → $2
Jul-28-22	Initiated	JP Morgan	Overweight	$9
Jul-13-22	Initiated	Truist	Buy	$9
Jul-13-22	Initiated	KeyBanc Capital Markets	Sector Weight
Jul-11-22	Resumed	Wedbush	Outperform
Jun-21-22	Initiated	Compass Point	Neutral	$6
Jun-09-22	Initiated	JMP Securities	Mkt Outperform	$12
Mar-02-22	Upgrade	BTIG Research	Neutral → Buy	$15

Show Previous Ratings

May-06-24 09:26AM	Why Opendoor Stock Plunged 34% in April (Motley Fool) +6.33%
07:17AM	Deutsche Bank Cuts Opendoor Technologies Price Target to $2.40 From $4, Maintains Hold Rating (MT Newswires)
May-03-24 03:10PM	Why Opendoor Stock Was Soaring Today (Motley Fool) +8.87%
01:51PM	Sector Update: Tech Stocks Gain Friday Afternoon (MT Newswires)
01:36PM	Opendoor Technologies Shares Jump on Better-Than-Expected Q1 Results (MT Newswires)
12:10PM	Loading…
12:10PM	Opendoor Technologies Inc. (NASDAQ:OPEN) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:39AM	Why Is Opendoor (OPEN) Stock Rocketing Higher Today (StockStory)
07:12AM	Q1 2024 Opendoor Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
04:16AM	Opendoor Technologies Inc (OPEN) (Q1 2024) Earnings Call Transcript Highlights: Strong Growth ... (GuruFocus.com)
May-02-24 09:55PM	OPEN Stock Earnings: Opendoor Technologies Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:45PM	Opendoor Technologies Inc. (OPEN) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
05:44PM	Opendoor Technologies Inc (OPEN) Q1 2024 Earnings: A Detailed Review Against Analyst Expectations (GuruFocus.com)
05:20PM	Opendoor (NASDAQ:OPEN) Surprises With Strong Q1, Stock Jumps 10.9% (StockStory)
04:06PM	Eric Feder joins Opendoor Board of Directors (GlobeNewswire)
04:05PM	Opendoor Announces First Quarter of 2024 Financial Results (GlobeNewswire)
03:05AM	Loading…
May-01-24 03:05AM	Opendoor (OPEN) Q1 Earnings: What To Expect (StockStory)
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Apr-12-24 06:41AM	These 2 Stocks Are Down 50% or More -- and Are Worth a Closer Look Right Now (Motley Fool)
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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Meyer Megan D.	President, Sell Direct & Svcs.	Apr 25 '24	Sale	2.06	4,808	9,904	4,692,644	Apr 26 04:04 PM
Schwartz Christina	See Remarks	Apr 16 '24	Sale	2.12	3,566	7,578	826,599	Apr 17 06:25 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Apr 15 '24	Sale	2.25	91,048	205,040	4,697,452	Apr 17 06:24 PM
Schwartz Christina	See Remarks	Apr 15 '24	Sale	2.25	7,411	16,690	830,165	Apr 17 06:25 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Apr 11 '24	Sale	2.43	4,808	11,707	4,788,500	Apr 15 06:52 PM
Schaub Sydney	Chief Legal Officer	Apr 09 '24	Sale	2.73	2,513	6,860	1,451,339	Apr 09 06:39 PM
Schwartz Christina	See Remarks	Apr 01 '24	Sale	2.92	15,000	43,798	837,576	Apr 02 06:17 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Mar 28 '24	Sale	3.08	4,808	14,787	4,793,308	Mar 29 07:00 PM
Schwartz Christina	See Remarks	Mar 18 '24	Sale	2.90	8,508	24,652	852,576	Mar 18 07:44 PM
WHEELER CARRIE	Chief Executive Officer	Mar 15 '24	Sale	2.58	671,158	1,731,319	16,028,508	Mar 18 07:45 PM
Schaub Sydney	Chief Legal Officer	Mar 15 '24	Sale	2.58	56,499	145,745	1,453,852	Mar 18 07:44 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Mar 15 '24	Sale	2.58	41,311	106,566	4,798,116	Mar 18 07:44 PM
Schwartz Christina	See Remarks	Mar 15 '24	Sale	2.58	19,190	49,502	856,084	Mar 18 07:44 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Mar 14 '24	Sale	2.67	4,808	12,841	4,839,427	Mar 18 07:44 PM
Schaub Sydney	Chief Legal Officer	Mar 05 '24	Sale	2.81	2,513	7,064	1,510,351	Mar 06 05:12 PM
Schaub Sydney	Chief Legal Officer	Mar 01 '24	Sale	3.10	5,000	15,480	1,512,864	Mar 04 06:51 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Feb 29 '24	Sale	3.10	4,808	14,926	4,844,235	Mar 04 06:52 PM
Solomon Glenn	Director	Feb 23 '24	Sale	2.91	19,245	55,964	0	Feb 27 07:23 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Feb 15 '24	Sale	3.31	4,808	15,919	2,465,800	Feb 16 04:06 PM
Schaub Sydney	Chief Legal Officer	Feb 06 '24	Sale	3.21	2,513	8,067	1,155,722	Feb 08 04:24 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Feb 01 '24	Sale	3.50	4,808	16,829	2,470,608	Feb 02 04:26 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jan 18 '24	Sale	3.01	4,808	14,460	2,475,416	Jan 19 04:03 PM
Schwartz Christina	See Remarks	Jan 17 '24	Sale	3.03	3,064	9,292	577,655	Jan 17 06:45 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jan 15 '24	Sale	3.26	21,318	69,509	2,480,224	Jan 17 06:44 PM
Schwartz Christina	See Remarks	Jan 15 '24	Sale	3.26	8,127	26,499	580,719	Jan 17 06:45 PM
Schaub Sydney	Chief Legal Officer	Jan 09 '24	Sale	3.76	12,565	47,187	1,158,235	Jan 10 05:32 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jan 04 '24	Sale	3.98	4,808	19,136	2,501,542	Jan 05 06:50 PM
Schwartz Christina	See Remarks	Jan 02 '24	Sale	4.29	22,016	94,504	588,846	Jan 04 04:07 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 21 '23	Sale	4.15	4,808	19,931	2,506,350	Dec 21 08:02 PM
Schwartz Christina	See Remarks	Dec 18 '23	Sale	4.08	6,315	25,747	610,862	Dec 19 05:06 PM
WHEELER CARRIE	Chief Executive Officer	Dec 15 '23	Sale	4.29	642,166	2,754,443	16,699,666	Dec 19 05:05 PM
Schaub Sydney	Chief Legal Officer	Dec 15 '23	Sale	4.29	76,904	329,864	1,170,800	Dec 19 05:05 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 15 '23	Sale	4.29	65,941	282,841	2,511,158	Dec 19 05:06 PM
Schwartz Christina	See Remarks	Dec 15 '23	Sale	4.29	27,724	118,922	617,177	Dec 19 05:06 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 13 '23	Sale	4.00	41,667	166,668	2,577,099	Dec 13 07:01 PM
Schaub Sydney	Chief Legal Officer	Dec 13 '23	Sale	4.00	10,052	40,208	1,247,704	Dec 13 07:01 PM
Schwartz Christina	See Remarks	Dec 13 '23	Sale	4.00	7,016	28,064	644,901	Dec 13 07:02 PM
Schaub Sydney	Chief Legal Officer	Dec 12 '23	Sale	3.39	12,565	42,649	1,257,756	Dec 13 07:01 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Dec 07 '23	Sale	3.51	4,808	16,897	2,618,766	Dec 08 01:16 PM
Schaub Sydney	Chief Legal Officer	Nov 29 '23	Sale	3.00	10,052	30,156	1,270,321	Dec 01 01:23 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Nov 24 '23	Sale	2.58	4,808	12,384	2,623,574	Nov 28 02:02 PM
Wu Eric Chung-Wei	Director	Nov 15 '23	Sale	2.46	70,201	172,919	19,009,219	Nov 17 02:50 PM
Schaub Sydney	Chief Legal Officer	Nov 10 '23	Sale	2.05	20,078	41,196	1,280,373	Nov 13 04:45 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Nov 09 '23	Sale	2.08	4,808	9,992	2,628,382	Nov 13 12:24 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Oct 26 '23	Sale	2.06	4,808	9,904	2,633,190	Oct 27 04:00 PM
Schwartz Christina	See Remarks	Oct 18 '23	Sale	2.27	3,562	8,071	651,917	Oct 19 08:28 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Oct 16 '23	Sale	2.39	27,471	65,532	2,637,998	Oct 17 07:40 PM
Schwartz Christina	See Remarks	Oct 16 '23	Sale	2.39	6,487	15,475	655,479	Oct 17 07:41 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Oct 12 '23	Sale	2.69	4,808	12,934	2,665,469	Oct 16 04:08 PM
Wu Eric Chung-Wei	Director	Oct 09 '23	Sale	2.40	500,000	1,199,050	19,079,420	Oct 10 07:05 PM
Schwartz Christina	See Remarks	Oct 02 '23	Sale	2.68	15,000	40,222	661,966	Oct 04 06:55 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Sep 28 '23	Sale	2.50	4,808	12,020	2,670,277	Sep 29 07:03 PM
Schwartz Christina	See Remarks	Sep 19 '23	Sale	3.18	8,493	27,035	676,966	Sep 19 07:07 PM
WHEELER CARRIE	Chief Executive Officer	Sep 15 '23	Sale	3.23	613,286	1,983,980	17,341,832	Sep 19 07:06 PM
Schaub Sydney	Chief Legal Officer	Sep 15 '23	Sale	3.23	262,990	850,773	1,300,451	Sep 19 07:05 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Sep 15 '23	Sale	3.23	65,722	212,611	2,675,085	Sep 18 06:14 PM
Schwartz Christina	See Remarks	Sep 15 '23	Sale	3.24	19,277	62,363	685,459	Sep 19 07:07 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Sep 14 '23	Sale	3.50	88,142	308,435	2,740,807	Sep 18 06:14 PM
Wu Eric Chung-Wei	Director	Sep 11 '23	Sale	3.76	500,000	1,880,450	19,579,420	Sep 13 04:26 PM
Schwartz Christina	See Remarks	Sep 05 '23	Sale	3.88	25,224	97,889	704,736	Sep 07 07:06 PM
Wu Eric Chung-Wei	Director	Aug 15 '23	Sale	3.42	51,256	175,311	20,079,420	Aug 16 07:27 PM
Wu Eric Chung-Wei	Director	Aug 09 '23	Sale	3.43	500,000	1,716,900	20,130,676	Aug 10 04:30 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jul 17 '23	Sale	4.35	39,579	172,099	2,828,949	Jul 19 05:10 PM
Schwartz Christina	See Remarks	Jul 17 '23	Sale	4.35	6,492	28,229	724,960	Jul 19 05:11 PM
Wu Eric Chung-Wei	Director	Jul 10 '23	Sale	3.84	500,000	1,921,150	20,630,676	Jul 11 04:06 PM
WHEELER CARRIE	Chief Executive Officer	Jun 15 '23	Sale	2.85	598,939	1,708,114	17,955,118	Jun 20 07:17 PM
Meyer Megan D.	President, Sell Direct & Svcs.	Jun 15 '23	Sale	2.85	46,313	132,080	2,868,528	Jun 20 07:16 PM
Schwartz Christina	See Remarks	Jun 15 '23	Sale	2.85	22,319	63,651	731,452	Jun 20 07:19 PM
Wu Eric Chung-Wei	Director	Jun 09 '23	Sale	2.51	500,000	1,253,450	21,130,676	Jun 13 04:39 PM
Wu Eric Chung-Wei	Director	Jun 08 '23	Sale	2.40	1,500,000	3,594,750	21,630,676	Jun 08 07:45 PM
Wu Eric Chung-Wei	Director	Jun 07 '23	Sale	2.39	1,500,000	3,581,400	23,130,676	Jun 08 07:45 PM
Wu Eric Chung-Wei	Director	Jun 06 '23	Sale	2.40	1,500,000	3,598,200	24,630,676	Jun 08 07:45 PM
Wu Eric Chung-Wei	Director	Jun 05 '23	Sale	2.36	1,500,000	3,540,000	26,130,676	Jun 05 08:08 PM
Wu Eric Chung-Wei	Director	Jun 02 '23	Sale	2.53	1,500,000	3,799,200	27,630,676	Jun 05 08:08 PM
Wu Eric Chung-Wei	Director	Jun 01 '23	Sale	2.60	1,500,000	3,893,550	29,130,676	Jun 05 08:08 PM
Wu Eric Chung-Wei	Director	May 15 '23	Sale	1.94	49,082	95,303	30,630,676	May 17 04:23 PM

Open in Screener

EVH

Evolent Health Inc

May 06 • 04:00PM ET

27.24

Dollar change +0.14
Percentage change 0.52	%

Healthcare • Health Information Services • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

EVH Evolent Health Inc daily Stock Chart

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

Index	RUT	P/E	-	EPS (ttm)	-1.28	Insider Own	5.10%	Shs Outstand	113.89M	Perf Week	-2.05%
Market Cap	3.14B	Forward P/E	18.09	EPS next Y	1.51	Insider Trans	-2.52%	Shs Float	109.54M	Perf Month	-10.28%
Income	-142.26M	PEG	-	EPS next Q	0.22	Inst Own	110.06%	Short Float	10.39%	Perf Quarter	-7.44%
Sales	1.96B	P/S	1.60	EPS this Y	18.74%	Inst Trans	5.19%	Short Ratio	12.17	Perf Half Y	13.45%
Book/sh	9.38	P/B	2.91	EPS next Y	45.73%	ROA	-5.03%	Short Interest	11.38M	Perf Year	-18.81%
Cash/sh	1.79	P/C	15.22	EPS next 5Y	30.00%	ROE	-11.73%	52W Range	23.33 - 35.83	Perf YTD	-17.53%
Dividend Est.	0.13 (0.49%)	P/FCF	27.62	EPS past 5Y	-13.43%	ROI	-7.56%	52W High	-23.97%	Beta	1.50
Dividend TTM	-	Quick Ratio	1.01	Sales past 5Y	27.32%	Gross Margin	17.11%	52W Low	16.76%	ATR (14)	0.87
Dividend Ex-Date	-	Current Ratio	1.01	EPS Y/Y TTM	-548.93%	Oper. Margin	1.57%	RSI (14)	28.73	Volatility	2.80% 2.88%
Employees	4700	Debt/Eq	0.77	Sales Y/Y TTM	45.26%	Profit Margin	-7.24%	Recom	1.20	Target Price	44.86
Option/Short	Yes / Yes	LT Debt/Eq	0.76	EPS Q/Q	-220.49%	Payout	-	Rel Volume	1.22	Prev Close	27.10
Sales Surprise	2.51%	EPS Surprise	38.14%	Sales Q/Q	45.40%	Earnings	May 09 AMC	Avg Volume	935.57K	Price	27.24
SMA20	-6.80%	SMA50	-13.34%	SMA200	-7.03%	Trades		Volume	1,120,539	Change	0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-22-24	Initiated	Citigroup	Buy	$40
Mar-01-24	Initiated	Oppenheimer	Outperform	$45
Jan-03-24	Initiated	Barclays	Overweight	$39
Dec-06-23	Initiated	JMP Securities	Mkt Outperform	$37
Oct-16-23	Initiated	UBS	Buy	$46
Apr-12-23	Initiated	Stephens	Overweight	$40
Nov-01-22	Initiated	Truist	Hold	$33
Jul-29-22	Initiated	RBC Capital Mkts	Outperform	$40
Mar-30-22	Initiated	Guggenheim	Buy	$43
Nov-18-21	Upgrade	JP Morgan	Neutral → Overweight	$26 → $37
Apr-29-21	Resumed	JP Morgan	Neutral	$23
Jan-07-21	Initiated	BTIG Research	Buy	$20
Jul-06-20	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jun-05-20	Downgrade	Goldman	Buy → Neutral	$13 → $8
Jun-02-20	Downgrade	Cantor Fitzgerald	Overweight → Neutral	$9 → $8
Oct-05-18	Resumed	Leerink Partners	Outperform	$35
Jun-04-18	Initiated	Piper Jaffray	Overweight	$30
Apr-24-18	Resumed	JP Morgan	Neutral	$17
Sep-20-17	Initiated	KeyBanc Capital Mkts	Overweight	$23
Jun-02-17	Initiated	Robert W. Baird	Outperform	$30

Show Previous Ratings

Apr-18-24 04:30PM	Evolent To Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 (PR Newswire)
Mar-14-24 09:55AM	Does Evolent Health (EVH) Have the Potential to Rally 34.46% as Wall Street Analysts Expect? (Zacks)
Feb-27-24 09:55AM	Wall Street Analysts Predict a 35.7% Upside in Evolent Health (EVH): Here's What You Should Know (Zacks)
Feb-23-24 11:39AM	Evolent Health, Inc. (NYSE:EVH) Q4 2023 Earnings Call Transcript (Insider Monkey) +14.44%
07:54AM	Q4 2023 Evolent Health Inc Earnings Call (Thomson Reuters StreetEvents)
01:15AM	Loading…
01:15AM	Evolent Health (EVH) Q4 2023 Earnings Call Transcript (Motley Fool)
Feb-22-24 05:06PM	Evolent Health: Q4 Earnings Snapshot (Associated Press Finance)
04:37PM	Evolent Health Inc (EVH) Reports Robust Revenue Growth and Improved Adjusted EBITDA in 2023 (GuruFocus.com)
04:10PM	Evolent Announces Fourth Quarter and Full Year 2023 Results (PR Newswire)
Feb-14-24 04:10PM	Evolent Adds Russell Glass, Headspace CEO, to Board of Directors (PR Newswire)
Jan-25-24 07:00AM	Evolent to Release Fourth Quarter 2023 Financial Results on Thursday, February 22, 2024 (PR Newswire)
Dec-07-23 09:55AM	How Much Upside is Left in Evolent Health (EVH)? Wall Street Analysts Think 59.66% (Zacks)
01:05AM	Insider Sell: CEO Seth Blackley Sells 141,000 Shares of Evolent Health Inc (EVH) (GuruFocus.com)
Dec-06-23 08:10AM	Evolent Health Looks to Start an Advance, But When? (TheStreet.com) +6.15%
Dec-05-23 10:59PM	Evolent Health, Inc. Announces Pricing of $350.0 Million of Convertible Senior Notes Due 2029 to Pay Down Senior Term Loan (PR Newswire) -9.10%
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07:00AM	Evolent Health, Inc. Announces Proposed Offering of $350.0 Million of Convertible Senior Notes Due 2029 to Pay Down Senior Term Loan (PR Newswire)
Nov-20-23 09:55AM	Wall Street Analysts See a 56.84% Upside in Evolent Health (EVH): Can the Stock Really Move This High? (Zacks)
Nov-05-23 05:18PM	Evolent Health, Inc. (NYSE:EVH) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-03-23 05:30AM	Evolent Health (EVH) Q3 2023 Earnings Call Transcript (Motley Fool) +13.54%
Nov-02-23 07:09PM	Evolent Health Inc (EVH) Reports Q3 2023 Earnings: Revenue Up by 44.9% YoY, Net Loss of $33. ... (GuruFocus.com)
06:50PM	Evolent Health (EVH) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
05:49PM	Evolent Health: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Evolent Announces Third Quarter 2023 Results (PR Newswire)
Oct-26-23 07:52AM	Billionaire Ray Dalios 15 Best Stock Picks (Insider Monkey) -7.37%
Oct-25-23 07:30PM	Celestica (CLS) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-23-23 09:55AM	Wall Street Analysts Think Evolent Health (EVH) Could Surge 76.14%: Read This Before Placing a Bet (Zacks)
Oct-10-23 05:30PM	Evolent to release third quarter financial results on Thursday, Nov. 2, 2023, and participate in upcoming investor conferences (PR Newswire)
09:15AM	CrowdStrike (CRWD) Hit a 52 Week High, Can the Run Continue? (Zacks)
Oct-06-23 09:55AM	Wall Street Analysts Believe Evolent Health (EVH) Could Rally 77.45%: Here's is How to Trade (Zacks)
Oct-05-23 12:00PM	Evolent Health (EVH) Moves to Buy: Rationale Behind the Upgrade (Zacks)
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Aug-24-23 05:20PM	Evolent saves Medicare more than $55 million through its Medicare Shared Savings Program ACO (PR Newswire)
Aug-08-23 05:00PM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Aug-04-23 09:51AM	Evolent Health, Inc. (NYSE:EVH) Q2 2023 Earnings Call Transcript (Insider Monkey) +5.90%
Aug-02-23 10:30PM	Evolent Health (EVH) Q2 2023 Earnings Call Transcript (Motley Fool)
07:35PM	Evolent Health (EVH) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
06:32PM	Evolent Health: Q2 Earnings Snapshot (AP Finance)
04:10PM	Evolent Announces Second Quarter 2023 Results (PR Newswire)
Jul-26-23 04:42PM	Evolent welcomes Toyin Ajayi to its Board of Directors (PR Newswire)
Jul-13-23 04:15PM	Evolent to Release Second Quarter Financial Results on Wednesday, August 2, 2023 (PR Newswire)
Jul-11-23 09:00AM	Evolent Health announces focus on value-based specialty care with rebrand, unification of all solutions under "Evolent" (PR Newswire)
Jul-03-23 09:51AM	We Like These Underlying Return On Capital Trends At Evolent Health (NYSE:EVH) (Simply Wall St.)
May-22-23 07:50AM	Evolent Health, Inc.'s (NYSE:EVH) Intrinsic Value Is Potentially 76% Above Its Share Price (Simply Wall St.)
May-09-23 07:30AM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
May-05-23 12:40PM	Market Still Lacking Some Conviction On Evolent Health, Inc. (NYSE:EVH) (Simply Wall St.)
May-04-23 11:47AM	Q1 2023 Evolent Health Inc Earnings Call (Thomson Reuters StreetEvents)
02:00AM	Evolent Health (EVH) Q1 2023 Earnings Call Transcript (Motley Fool)
May-03-23 06:45PM	Evolent Health (EVH) Beats Q1 Earnings Estimates (Zacks)
05:34PM	Evolent Health: Q1 Earnings Snapshot (AP Finance)
04:10PM	Evolent Health Announces First Quarter 2023 Results (PR Newswire)
Apr-19-23 04:10PM	Evolent Health Names New Independent Nominee for Election to Board of Directors (PR Newswire)
Apr-18-23 01:10PM	Evolent Health, Inc. (NYSE:EVH) Has Found A Path To Profitability (Simply Wall St.)
Apr-17-23 04:45PM	Evolent Health to Release First Quarter Financial Results on Wednesday, May 3, 2023 (PR Newswire)
Mar-30-23 11:10AM	Centene (CNC) Expands Evolent Partnership to Boost Quality (Zacks)
Mar-29-23 04:10PM	Evolent Health and Centene Agree to Expanded Partnership for Oncology Specialty Care for Medicare Advantage Members (PR Newswire)
Mar-27-23 07:29AM	Investors in Evolent Health (NYSE:EVH) have made a massive return of 443% over the past three years (Simply Wall St.)
Mar-08-23 06:30AM	Daily Vickers Top Buyers & Sellers for 03/08/2023 (Argus Research)
Mar-03-23 08:00AM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Feb-24-23 05:44AM	Evolent Health Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-23-23 01:10PM	Evolent Health Q4 Top-Line Beats Expectation, Analyst Points To Visible Growth Outlook (Benzinga) +10.58%
Feb-22-23 10:00PM	Evolent Health (EVH) Q4 2022 Earnings Call Transcript (Motley Fool)
06:55PM	Evolent Health (EVH) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
04:10PM	Evolent Health Announces Fourth Quarter and Full Year 2022 Results (PR Newswire)
Feb-09-23 08:15AM	EngageSmart (ESMT) Matches Q4 Earnings Estimates (Zacks)
Feb-02-23 05:18AM	Heres Why Evolent Health (EVH) Declined in Q4 (Insider Monkey)
Jan-31-23 05:00PM	Evolent Health, Inc. to Release Fourth Quarter Financial Results and Host Conference Call on Wednesday, February 22, 2023 (PR Newswire)
Jan-23-23 12:20PM	Centene completes sale of benefit management subsidiary to Evolent Health (American City Business Journals)
11:58AM	Evolent Health (NYSE:EVH) Is Looking To Continue Growing Its Returns On Capital (Simply Wall St.)
Jan-03-23 05:37AM	Is There Now An Opportunity In Evolent Health, Inc. (NYSE:EVH)? (Simply Wall St.)
Dec-13-22 05:36AM	Are Investors Undervaluing Evolent Health, Inc. (NYSE:EVH) By 48%? (Simply Wall St.)
Nov-29-22 04:15PM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Nov-18-22 03:01PM	This Analyst Is Bullish On Evolent Health's Recent Deal, Calls 'Highly Strategic Acquisition' (Benzinga) +14.67%
11:21AM	Why Evolent Health Stock Is Soaring Today (Motley Fool)
06:50AM	Centene Agrees To Divest Magellan Specialty Health To Evolent Health (Benzinga)
Nov-17-22 06:37PM	Clayton-based Centene to sell a specialty benefit management business for $750M in latest divesture (American City Business Journals)
04:45PM	Centene agrees to sell benefit-management unit to Evolent Health for $750 million (MarketWatch)
04:01PM	EVOLENT HEALTH ANNOUNCES ACQUISITION OF SPECIALTY ASSET NIA AND STRATEGIC PARTNERSHIP WITH CENTENE (PR Newswire)
Nov-16-22 06:42PM	Why Evolent Health Stock Sank by Over 6% Today (Motley Fool) -6.41%
Nov-15-22 09:49AM	Ray Dalio Stock Portfolio Q3 2022: Top 10 Small-Cap Stocks (Insider Monkey)
Nov-04-22 09:35AM	Down 29.6% in 4 Weeks, Here's Why You Should You Buy the Dip in Evolent Health (EVH) (Zacks) -5.58%
Nov-02-22 10:30PM	Evolent Health (EVH) Q3 2022 Earnings Call Transcript (Motley Fool)
07:05PM	Evolent Health (EVH) Q3 Earnings Top Estimates (Zacks)
04:10PM	Evolent Health Announces Third Quarter 2022 Results (PR Newswire)
Oct-20-22 09:40AM	Is Evolent Health (EVH) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Oct-17-22 12:11PM	Evolent Health (NYSE:EVH) pulls back 8.8% this week, but still delivers shareholders enviable 61% CAGR over 3 years (Simply Wall St.)
Oct-14-22 09:18AM	Evolent Health, Inc. to Release Third Quarter Operating Results and Host Conference Call on Wednesday, November 2, 2022 (PR Newswire)
Oct-04-22 09:40AM	Is Absolute Software (ABST) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
Sep-30-22 07:30AM	Chicago Faith Leaders Plan Coordinated Sermons to Destigmatize Mental Health in Underserved Communities (Business Wire)
Sep-22-22 09:25AM	Top 10 Stock Picks of Joe Milanos Greenhouse Funds (Insider Monkey)
Sep-09-22 05:00AM	Evolent Health to Participate in Upcoming Conferences (PR Newswire)
Sep-06-22 05:22PM	Evolent names new president, will bid farewell to co-founder (American City Business Journals)
04:15PM	Evolent Health Announces Dan McCarthy Appointed as President, Frank J. Williams to Retire from Evolent's Board of Directors in 2023 (PR Newswire)
Aug-10-22 12:00PM	What Makes Evolent Health (EVH) a Strong Momentum Stock: Buy Now? (Zacks)
11:55AM	Evolent Health to Participate in the CG Growth Conference (PR Newswire)
Aug-08-22 09:55AM	Wall Street Analysts Predict a 28% Upside in Evolent Health (EVH): Here's What You Should Know (Zacks)
Aug-05-22 07:42AM	The Return Trends At Evolent Health (NYSE:EVH) Look Promising (Simply Wall St.)
Aug-03-22 02:48PM	Why Evolent Health Was Such a Healthy Stock Today (Motley Fool)
08:10AM	Dow Jones Futures Signal Market Rally; AMD Leads Earnings Movers, Tesla Rival BYD's Sales Soar (Investor's Business Daily)
Aug-02-22 11:30PM	Evolent Health (EVH) Q2 2022 Earnings Call Transcript (Motley Fool)
06:45PM	Evolent Health (EVH) Q2 Earnings and Revenues Beat Estimates (Zacks)
04:55PM	Evolent Health Jumps On Soaring Earnings, Strong Guidance (Investor's Business Daily)

Evolent Health, Inc. engages in the provision of healthcare delivery and payment services. It deals with population health management, health plan and third party administration, network performance and pharmacy benefit management, risk adjustment, analytics and performance improvement, and technology and electronic medical record integration. The firm operates through Services and True Health segments. The Services segment includes clinical and administrative solutions such as total cost of care management and specialty care management and comprehensive health plan administrative services. The True Health segment offers a physician-led health plan for employer-sponsored health coverage. The company was founded by Frank J. Williams, Seth B. Blackley, and Thomas Peterson III in August 2011 and is headquartered in Arlington, VA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Blackley Seth	Chief Executive Officer	Dec 05 '23	Sale	26.54	141,000	3,741,475	637,645	Dec 06 04:49 PM
Blackley Seth	Chief Executive Officer	Dec 04 '23	Option Exercise	0.00	280,000	0	778,645	Dec 06 04:49 PM
McCarthy Daniel Joseph	PRESIDENT	Nov 15 '23	Option Exercise	10.65	3,000	31,950	201,333	Nov 20 08:01 AM
McCarthy Daniel Joseph	PRESIDENT	Nov 15 '23	Sale	30.00	11,000	330,000	198,333	Nov 20 08:01 AM
Rafferty Emily Ann	Chief Operating Officer	Aug 15 '23	Sale	28.05	7,900	221,595	70,897	Aug 17 04:35 PM
Blackley Seth	Chief Executive Officer	Jun 28 '23	Option Exercise	3.84	33,011	126,762	816,022	Jun 30 04:27 PM
Blackley Seth	Chief Executive Officer	Jun 28 '23	Sale	30.78	33,011	1,016,022	783,011	Jun 30 04:27 PM
Blackley Seth	Chief Executive Officer	Jun 16 '23	Option Exercise	3.84	2,098	8,056	785,109	Jun 20 04:36 PM
Blackley Seth	Chief Executive Officer	Jun 16 '23	Sale	30.16	2,098	63,276	783,011	Jun 20 04:36 PM
Blackley Seth	Chief Executive Officer	Jun 15 '23	Option Exercise	3.84	75,931	291,575	858,942	Jun 20 04:36 PM
Blackley Seth	Chief Executive Officer	Jun 15 '23	Sale	30.20	75,931	2,293,116	783,011	Jun 20 04:36 PM
Scott Cheryl	Director	Jun 14 '23	Sale	30.01	2,365	70,974	53,788	Jun 16 04:38 PM
DUFFY MARY BRIDGET	Director	Jun 13 '23	Sale	30.97	5,564	172,317	49,935	Jun 15 04:24 PM
Holder Diane	Director	Jun 12 '23	Sale	31.26	12,000	375,120	60,140	Jun 14 05:04 PM
McCarthy Daniel Joseph	PRESIDENT	Jun 12 '23	Sale	31.44	1,000	31,440	206,333	Jun 14 05:01 PM
WILLIAMS FRANK J	Director	Jun 01 '23	Option Exercise	9.68	110,000	1,064,896	929,812	Jun 05 04:23 PM
WILLIAMS FRANK J	Director	Jun 01 '23	Sale	29.52	110,000	3,247,108	819,812	Jun 05 04:23 PM

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