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NEW: Price Reaction to Earnings Reports

View detailed tables showing price action before and after earnings announcements, ranging from intraday to one week out. Track how the market has reacted to past earnings to identify patterns and predict future behavior. Click here to open.

Dollar change +0.06
Percentage change 2.01	%

Peers: FIS GPN WU JKHY EVTC SQ MA V DLO FOUR

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

Index	RUT	P/E	20.50	EPS (ttm)	0.15	Insider Own	37.56%	Shs Outstand	53.53M	Perf Week	6.67%
Market Cap	162.79M	Forward P/E	35.76	EPS next Y	0.09	Insider Trans	-9.96%	Shs Float	33.44M	Perf Month	-4.10%
Income	8.07M	PEG	-	EPS next Q	0.02	Inst Own	31.32%	Short Float	1.11%	Perf Quarter	-25.49%
Sales	56.47M	P/S	2.88	EPS this Y	-50.00%	Inst Trans	3.80%	Short Ratio	1.69	Perf Half Y	-40.39%
Book/sh	0.53	P/B	5.71	EPS next Y	41.67%	ROA	5.80%	Short Interest	0.37M	Perf Year	18.29%
Cash/sh	2.06	P/C	1.47	EPS next 5Y	-	ROE	34.56%	52W Range	2.48 - 5.59	Perf YTD	0.66%
Dividend Est.	-	P/FCF	7.06	EPS past 5Y	19.26%	ROI	25.93%	52W High	-45.62%	Beta	0.95
Dividend TTM	-	Quick Ratio	1.09	Sales past 5Y	11.28%	Gross Margin	43.69%	52W Low	22.39%	ATR (14)	0.19
Dividend Ex-Date	-	Current Ratio	1.09	EPS Y/Y TTM	416.95%	Oper. Margin	2.11%	RSI (14)	47.65	Volatility	6.64% 6.45%
Employees	123	Debt/Eq	0.11	Sales Y/Y TTM	27.75%	Profit Margin	14.28%	Recom	1.00	Target Price	6.65
Option/Short	Yes / Yes	LT Debt/Eq	0.09	EPS Q/Q	24.27%	Payout	0.00%	Rel Volume	0.74	Prev Close	2.98
Sales Surprise	2.82%	EPS Surprise	200.00%	Sales Q/Q	23.03%	Earnings	Nov 05 AMC	Avg Volume	220.84K	Price	3.04
SMA20	0.69%	SMA50	-7.31%	SMA200	-25.68%	Trades		Volume	164,449	Change	2.01%

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

Show Previous Ratings

Nov-06-24 12:01PM	PaySign Inc (PAYS) Q3 2024 Earnings Call Highlights: Impressive Revenue Growth and Strategic ... (GuruFocus.com) +6.01%
Nov-05-24 04:02PM	Paysign, Inc. Reports Third Quarter 2024 Financial Results (Business Wire)
Oct-15-24 04:30PM	Paysign to Host Third Quarter 2024 Earnings Call (Business Wire) +5.15%
Aug-08-24 04:15PM	Paysign, Inc. to Participate in the August 2024 Sidoti Micro-Cap Virtual Conference (Business Wire)
Aug-07-24 04:15PM	Paysign, Inc. to Present at the Oppenheimer Technology, Internet & Communications Conference (Business Wire)
09:55PM	Loading…
Jul-31-24 09:55PM	PAYS Stock Earnings: PaySign Misses EPS, Beats Revenue for Q2 2024 (InvestorPlace) -8.63%
04:02PM	Paysign, Inc. Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-11-24 03:24PM	7 Growth Stocks to Buy for Under $5 for Massive Gains (InvestorPlace) +5.61%
Jul-09-24 04:30PM	Paysign to Host Second Quarter 2024 Earnings Call (Business Wire)
Jul-08-24 06:30AM	The 3 Best Stocks Under $20 for Small Account Growth (InvestorPlace)
Jul-07-24 01:50PM	3 Obscure Stocks That Could Make You a Millionaire (InvestorPlace)
Jul-05-24 10:00AM	3 Under-$10 Stocks With the Potential to Make You a Millionaire (InvestorPlace)
Jun-20-24 04:30PM	Paysign, Inc. to Participate in the 2024 Maxim Fintech Virtual Symposium, June 25 (Business Wire)
Jun-18-24 04:30PM	Paysign, Inc. to Participate in the 2024 iAccess Alpha Buyside Best Ideas Summer Conference (Business Wire)
Jun-11-24 10:50AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
04:30PM	Loading…
Jun-06-24 04:30PM	Paysign, Inc. to Participate in the June 2024 Sidoti Small-Cap Virtual Investor Conference (Business Wire)
May-07-24 10:54PM	PAYS Stock Earnings: PaySign Beats Revenue for Q1 2024 (InvestorPlace)
06:30PM	PaySign Inc (PAYS) Surpasses Analyst Revenue Forecasts with Strong Q1 2024 Performance (GuruFocus.com)
04:10PM	Paysign, Inc. Reports First Quarter 2024 Financial Results (ACCESSWIRE)
Apr-09-24 04:30PM	Paysign to Host First Quarter 2024 Earnings Call (Business Wire)
Mar-27-24 09:38AM	PaySign, Inc. (NASDAQ:PAYS) Q4 2023 Earnings Call Transcript (Insider Monkey) +18.34%
Mar-26-24 09:52PM	PAYS Stock Earnings: PaySign Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace)
05:32PM	PaySign Inc (PAYS) Posts Strong Full-Year Growth, Beats Analyst Revenue Estimates (GuruFocus.com)
05:15PM	Paysign, Inc. Reports Fourth Quarter and Full-Year 2023 Financial Results (ACCESSWIRE)
Mar-14-24 04:30PM	Paysign, Inc. to Sponsor the 2024 International Plasma Protein Congress April 16-17 (Business Wire) +7.27%
Mar-13-24 04:30PM	Paysign, Inc. Reinforces Payment Processing Acumen With New Executive Hire (Business Wire)
Mar-12-24 04:30PM	Paysign, Inc. to Sponsor the 2024 Gene Therapy for Rare Disorders Conference March 26-29 (Business Wire)
Mar-11-24 04:30PM	Paysign Inc. to Sponsor the 2024 ACCESS USA Conference March 19-21 (Business Wire)
Feb-27-24 04:30PM	Paysign to Host Fourth Quarter and Full Year 2023 Earnings Call (Business Wire) -8.13%
Nov-13-23 08:57AM	PaySign, Inc. (NASDAQ:PAYS) Q3 2023 Earnings Call Transcript (Insider Monkey)
04:00PM	Loading…
Nov-07-23 04:00PM	Paysign, Inc. Reports Third Quarter 2023 Financial Results (ACCESSWIRE) +13.53%
Oct-18-23 05:01PM	Paysign to Host Third Quarter 2023 Earnings Call (Business Wire)
Aug-15-23 10:20AM	Sidoti Events, LLCs Virtual August Micro-Cap Conference (ACCESSWIRE)
Aug-10-23 06:31AM	Insiders still own 39% of PaySign, Inc. (NASDAQ:PAYS) despite recent sales (Simply Wall St.)
Aug-08-23 04:05PM	Paysign, Inc. Reports Second Quarter 2023 Financial Results (ACCESSWIRE) +7.57%
Aug-01-23 04:30PM	Paysign, Inc. to Participate in the August 2023 Sidoti Micro-Cap Virtual Investor Conference (Business Wire)
Jul-25-23 04:30PM	Paysign, Inc. to Present at the Oppenheimer 26th Annual Technology, Internet and Communications Conference (Business Wire)
Jul-13-23 04:30PM	Paysign to Host Second Quarter 2023 Earnings Call (Business Wire)
Jun-13-23 08:05AM	Paysign Successfully Completes Certification and Establishes Connection with Mastercard (Business Wire)
Jun-08-23 08:05AM	Paysign, Inc. Expects to Join Russell 3000® Index (Business Wire)
Jun-06-23 08:05AM	Paysign and Spentra Announce Integration and Payroll Card Program (Business Wire)
May-17-23 07:29AM	Those who invested in PaySign (NASDAQ:PAYS) a year ago are up 121% (Simply Wall St.)
May-16-23 04:30PM	Paysign, Inc. to Present at the Barrington Research Virtual Spring Investment Conference (Business Wire)
May-10-23 04:05PM	Paysign, Inc. Reports First Quarter 2023 Financial Results (ACCESSWIRE)
Apr-19-23 04:30PM	Paysign, Inc. to Present at the Ladenburg Thalmann Tech Expo 2023 (Business Wire)
Apr-12-23 05:00PM	Paysign to Host First Quarter 2023 Earnings Call (Business Wire)
Mar-21-23 04:14PM	Paysign, Inc. Reports Fourth Quarter and Full-Year 2022 Financial Results (Business Wire)
04:05PM	Paysign, Inc. Announces New $5,000,000 Stock Repurchase Program (Business Wire)
Feb-23-23 05:00PM	Paysign to Host Fourth Quarter and Full-Year 2022 Earnings Call (Business Wire) +5.21%
Dec-15-22 08:10AM	Paysign and EvoShare Announce Partnership (Business Wire) -7.97%
Nov-30-22 04:15PM	Paysign, Inc. to Present at the D.A. Davidson Fintech and Payments Spotlight Conference (Business Wire)
Nov-29-22 04:30PM	Paysign, Inc. to Present at Ladenburg Thalmann Virtual Technology Expo (Business Wire)
Nov-17-22 04:30PM	Paysign, Inc. to Present at The Benchmark Companys Upcoming Discovery One-on-One Investor Conference (Business Wire)
Nov-08-22 04:10PM	Paysign, Inc. Reports Third Quarter 2022 Financial Results (Business Wire) -13.67%
Oct-11-22 05:00PM	Paysign to Host Third Quarter 2022 Earnings Call (Business Wire)
Sep-27-22 08:05AM	Paysign, Inc. Applauds Preliminary Injunction of Plasma Ban (Business Wire)
Sep-08-22 05:05PM	Paysign, Inc. to Participate in the H.C. Wainwright 24th Annual Global Investment Conference (Business Wire)
Aug-16-22 05:05PM	Paysign, Inc. to Participate in the Sidoti Micro-Cap Virtual Investor Conference (Business Wire) +5.90%
03:00PM	Sidoti's August Micro-Cap Virtual Conference (ACCESSWIRE)
Aug-12-22 06:22AM	US$3.75 - That's What Analysts Think PaySign, Inc. (NASDAQ:PAYS) Is Worth After These Results (Simply Wall St.)
Aug-09-22 04:11PM	Paysign, Inc. Reports Second Quarter 2022 Financial Results (Business Wire)
04:05PM	Paysign Announces Changes to the Board of Directors (Business Wire)
Jul-19-22 05:00PM	Paysign to Host Second Quarter 2022 Earnings Call (Business Wire)
Jul-15-22 09:50AM	Are PaySign, Inc. (NASDAQ:PAYS) Investors Paying Above The Intrinsic Value? (Simply Wall St.) +7.19%
Jun-15-22 09:28AM	Even though PaySign (NASDAQ:PAYS) has lost US$16m market cap in last 7 days, shareholders are still up 251% over 5 years (Simply Wall St.)
May-16-22 08:06AM	Is Now An Opportune Moment To Examine PaySign, Inc. (NASDAQ:PAYS)? (Simply Wall St.) -5.63%
Apr-26-22 05:00PM	Paysign to Host First Quarter 2022 Earnings Call (Business Wire)
Apr-07-22 03:59PM	Do Insiders Own Lots Of Shares In PaySign, Inc. (NASDAQ:PAYS)? (Simply Wall St.) -5.53%
Mar-22-22 04:10PM	Paysign, Inc. Reports Fourth Quarter and Full Year 2021 Financial Results (Business Wire) +9.17% -14.40%
Feb-23-22 05:00PM	Paysign to Host Fourth-Quarter and Full-Year 2021 Earnings Call (Business Wire) +6.19%
Nov-09-21 04:10PM	Paysign, Inc. Reports Third-Quarter 2021 Financial Results (Business Wire) -10.95%
Nov-02-21 12:42AM	Penny Stocks to Watch for November 2021 (Investopedia)
Oct-14-21 05:00PM	Paysign to Host Third-Quarter 2021 Earnings Call (Business Wire)
Sep-13-21 03:16PM	PaySign, Inc. Investors Who Have Held PAYS Stock Continuously Since At Least March 2019 Encouraged To Contact Kehoe Law Firm, P.C. (GlobeNewswire) -10.84%
08:01AM	SHAREHOLDER ALERT: Kaskela Law LLC Announces Stockholder Investigation of PaySign, Inc. (PAYS) and Encourages Long-Term Investors to Contact the Firm (ACCESSWIRE)
Sep-09-21 12:00PM	Paysign, Inc. (PAYS) Upgraded to Buy: Here's What You Should Know (Zacks) +24.58%
10:50AM	3 Strong Buy Stocks Flirting With a Bottom (TipRanks)
Aug-10-21 04:10PM	Paysign, Inc. Reports Second-Quarter 2021 Financial Results (Business Wire)
Aug-07-21 08:00AM	Kaskela Law LLC Announces Investigation of PaySign, Inc. (PAYS) and Encourages Long-Term Stockholders to Contact the Firm (Newsfile)
Aug-05-21 08:05AM	Paysign Focuses on Product and Technology Evolution With Additions to Its Leadership Team (Business Wire)
Jul-20-21 05:00PM	Paysign to Host Second-Quarter 2021 Earnings Call (Business Wire) +5.02%
Jun-10-21 08:05AM	Paysign Named a Winner of the Nevada Top Workplaces 2021 Award by the Review-Journal and Business Press (Business Wire)
May-11-21 04:10PM	Paysign, Inc. Reports First-Quarter 2021 Financial Results (Business Wire) -13.64%
03:15PM	PaySign, Inc. to Host Earnings Call (ACCESSWIRE)
May-04-21 06:23PM	Paysign to Host First-Quarter 2021 Earnings Call (Business Wire)
Apr-30-21 04:55PM	Penny Stocks to Buy Using Technical Analysis for May 2021 (Investopedia)
Mar-31-21 08:05AM	Paysign Announces Launch of New Digital Banking Referral Program (Business Wire) +5.81%
Mar-25-21 04:10PM	Paysign, Inc. Reports Fourth-Quarter and Full-Year 2020 Financial Results (Business Wire) +7.86%
03:15PM	PaySign, Inc. to Host Earnings Call (ACCESSWIRE)
Mar-19-21 04:28PM	Paysign to Host Fourth Quarter and Full-Year 2020 Earnings Call (Business Wire)
Feb-24-21 05:00PM	Paysign Announces Executive Leadership Changes (Business Wire)
Jan-20-21 12:25PM	Paysign (PAYS) Will Recover Together with the Economy as A Whole Says Wasatch Advisors (Insider Monkey)
Dec-25-20 07:55AM	Want to Buy Paysign (PAYS) Stock? Heres What You Need to Know (Insider Monkey)
Dec-15-20 07:15AM	NOTICE For Investors In NASDAQ: PAYS Shareholder Notice: Update in Lawsuit against PaySign, Inc. announced by Shareholders Foundation (Newsfile)
Dec-10-20 08:00AM	Paysign and ImmunoTek Collaborate in Support of COVID-19 Convalescent Plasma Collection (Business Wire)
Nov-30-20 09:15PM	Paysign, Inc. (PAYS): Hedge Funds In Wait-and-See Mode (Insider Monkey)
Nov-17-20 04:14PM	Paysign, Inc. Reports Third Quarter 2020 Financial Results (Business Wire) +6.97% -31.60%
03:15PM	PaySign, Inc. to Host Earnings Call (ACCESSWIRE)
Nov-12-20 08:22PM	Paysign to Host Third Quarter Earnings Call (Business Wire)
Nov-02-20 07:10AM	Update in Lawsuit for Investors in PaySign, Inc. (NASDAQ: PAYS) shares announced by Shareholders Foundation (GlobeNewswire)

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Topline Capital Management, LL		Jan 13 '25	Sale	3.06	154,982	474,245	5,456,146	Jan 15 09:14 PM
Topline Capital Management, LL		Jan 14 '25	Sale	3.24	120,000	388,800	5,336,146	Jan 15 09:14 PM
Topline Capital Partners, LP	10% Owner	Jan 13 '25	Sale	3.06	154,982	474,245	5,456,146	Jan 15 06:21 PM
Topline Capital Partners, LP	10% Owner	Jan 14 '25	Sale	3.24	120,000	388,800	5,336,146	Jan 15 06:21 PM
Topline Capital Management, LL		Dec 27 '24	Sale	3.31	231,187	765,229	5,859,046	Dec 31 06:38 PM
Topline Capital Management, LL		Dec 30 '24	Sale	3.07	227,084	697,148	5,631,962	Dec 31 06:38 PM
Topline Capital Management, LL		Dec 31 '24	Sale	3.03	20,834	63,127	5,611,128	Dec 31 06:38 PM
Topline Capital Partners, LP	10% Owner	Dec 27 '24	Sale	3.31	231,187	765,229	5,859,046	Dec 31 05:20 PM
Topline Capital Partners, LP	10% Owner	Dec 30 '24	Sale	3.07	227,084	697,148	5,631,962	Dec 31 05:20 PM
Topline Capital Partners, LP	10% Owner	Dec 31 '24	Sale	3.03	20,834	63,127	5,611,128	Dec 31 05:20 PM
Newcomer Mark	CEO	Dec 10 '24	Sale	3.19	59,000	188,037	9,136,886	Dec 11 09:01 PM
Newcomer Mark	CEO	Dec 09 '24	Sale	3.31	41,000	135,624	9,195,886	Dec 11 09:01 PM
Newcomer Mark	CEO	Nov 18 '24	Sale	3.24	40,000	129,656	9,296,886	Nov 20 09:00 PM
Newcomer Mark	CEO	Nov 19 '24	Sale	3.26	35,000	114,002	9,261,886	Nov 20 09:00 PM
Newcomer Mark	CEO	Nov 20 '24	Sale	3.27	25,000	81,752	9,236,886	Nov 20 09:00 PM
Lanford Matthew Louis	Chief Payments Officer	Nov 08 '24	Sale	3.96	25,360	100,327	109,731	Nov 13 09:00 PM
Newcomer Mark	CEO	Oct 22 '24	Sale	3.73	42,000	156,803	9,372,886	Oct 23 09:00 PM
Newcomer Mark	CEO	Oct 23 '24	Sale	3.66	36,000	131,764	9,336,886	Oct 23 09:00 PM
Newcomer Mark	CEO	Oct 21 '24	Sale	3.75	22,000	82,542	9,414,886	Oct 23 09:00 PM
Spence Daniel	10% Owner	Sep 27 '24	Sale	3.60	100,000	360,500	9,090,000	Oct 02 09:15 PM
Newcomer Mark	CEO	Sep 24 '24	Sale	4.18	50,000	209,040	9,436,886	Sep 26 09:00 PM
Newcomer Mark	CEO	Sep 23 '24	Sale	4.25	50,000	212,325	9,486,886	Sep 23 09:15 PM
Newcomer Mark	CEO	Sep 20 '24	Sale	4.51	9,000	40,571	9,536,886	Sep 23 09:15 PM
Newcomer Mark	CEO	Sep 19 '24	Sale	4.50	1,500	6,750	9,545,886	Sep 23 09:15 PM
Newcomer Mark	CEO	Sep 13 '24	Sale	4.50	1,500	6,750	9,547,386	Sep 17 08:47 PM
Strobo Robert	Chief Legal Officer	Aug 05 '24	Sale	4.54	29,690	134,813	209,811	Aug 06 09:16 PM
Newcomer Mark	CEO	Aug 05 '24	Sale	4.54	69,593	316,001	9,548,886	Aug 06 09:16 PM
Lanford Matthew Louis	Chief Payments Officer	Aug 05 '24	Sale	4.54	29,340	133,224	135,091	Aug 06 09:16 PM
Herman Joan M	EVP, Operations	Aug 05 '24	Sale	4.54	15,854	71,988	799,743	Aug 06 09:15 PM
Baker Jeffery Bradford	Chief Financial Officer	Aug 05 '24	Sale	4.54	34,032	154,529	187,065	Aug 06 09:15 PM
Strobo Robert	Chief Legal Officer	Jul 31 '24	Option Exercise	0.00	64,000	0	239,501	Aug 02 09:16 PM
Newcomer Mark	CEO	Jul 31 '24	Option Exercise	0.00	150,000	0	9,618,479	Aug 02 09:16 PM
Lanford Matthew Louis	Chief Payments Officer	Jul 31 '24	Option Exercise	0.00	64,000	0	164,431	Aug 02 09:15 PM
Herman Joan M	EVP, Operations	Jul 31 '24	Option Exercise	0.00	36,000	0	815,597	Aug 02 09:15 PM
Baker Jeffery Bradford	Chief Financial Officer	Jul 31 '24	Option Exercise	0.00	64,000	0	221,097	Aug 02 09:15 PM
Lanford Matthew Louis	Chief Payments Officer	Jun 30 '24	Option Exercise	0.00	20,000	0	108,469	Jul 02 06:20 PM
Lanford Matthew Louis	Chief Payments Officer	Jul 01 '24	Sale	4.03	8,038	32,393	100,431	Jul 02 06:20 PM
Triplett Dennis L	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	230,000	Jun 04 02:49 PM
NEWMAN JEFFREY B	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	30,000	Jun 04 02:48 PM
Mina Bruce A	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	238,500	Jun 04 02:47 PM
HENRY DANIEL R	Director	May 31 '24	Option Exercise	4.53	20,000	90,600	80,000	Jun 04 02:46 PM
Mina Bruce A	Director	May 14 '24	Buy	4.81	1,206	5,801	218,500	May 15 06:19 PM
Mina Bruce A	Director	Mar 12 '24	Sale	3.01	426	1,281	217,294	Mar 29 03:19 PM
Topline Capital Management, LL		Mar 15 '24	Buy	2.97	54,183	160,924	6,153,500	Mar 18 08:57 PM
Topline Capital Management, LL		Mar 14 '24	Buy	2.93	51,300	150,309	6,099,317	Mar 18 08:57 PM
Topline Capital Management, LL		Mar 18 '24	Buy	3.07	7,242	22,233	6,160,742	Mar 18 08:57 PM
Topline Capital Partners, LP	10% Owner	Mar 15 '24	Buy	2.97	54,183	160,924	6,153,500	Mar 18 08:51 PM
Topline Capital Partners, LP	10% Owner	Mar 14 '24	Buy	2.93	51,300	150,309	6,099,317	Mar 18 08:51 PM
Topline Capital Partners, LP	10% Owner	Mar 18 '24	Buy	3.07	7,242	22,233	6,160,742	Mar 18 08:51 PM
Topline Capital Management, LL		Mar 12 '24	Buy	3.01	37,517	112,926	6,011,236	Mar 13 09:20 PM
Topline Capital Management, LL		Mar 13 '24	Buy	3.04	36,781	111,814	6,048,017	Mar 13 09:20 PM
Topline Capital Management, LL		Mar 11 '24	Buy	2.99	30,100	89,999	5,973,719	Mar 13 09:20 PM
Topline Capital Partners, LP	10% Owner	Mar 12 '24	Buy	3.01	37,517	112,926	6,011,236	Mar 13 09:14 PM
Topline Capital Partners, LP	10% Owner	Mar 13 '24	Buy	3.04	36,781	111,814	6,048,017	Mar 13 09:14 PM
Topline Capital Partners, LP	10% Owner	Mar 11 '24	Buy	2.99	30,100	89,999	5,973,719	Mar 13 09:14 PM
Topline Capital Management, LL		Mar 07 '24	Buy	2.99	86,978	260,064	5,943,619	Mar 07 06:22 PM
Topline Capital Management, LL		Mar 06 '24	Buy	2.90	55,049	159,642	5,856,641	Mar 07 06:22 PM
Topline Capital Management, LL		Mar 05 '24	Buy	2.86	39,674	113,468	5,801,592	Mar 07 06:22 PM
Topline Capital Partners, LP	10% Owner	Mar 07 '24	Buy	2.99	86,978	260,064	5,943,619	Mar 07 06:14 PM
Topline Capital Partners, LP	10% Owner	Mar 06 '24	Buy	2.90	55,049	159,642	5,856,641	Mar 07 06:14 PM
Topline Capital Partners, LP	10% Owner	Mar 05 '24	Buy	2.86	39,674	113,468	5,801,592	Mar 07 06:14 PM
Baker Jeffery Bradford	Chief Financial Officer	Mar 04 '24	Sale	2.87	27,691	79,429	157,097	Mar 04 08:07 PM
Baker Jeffery Bradford	Chief Financial Officer	Feb 28 '24	Option Exercise	0.00	60,000	0	184,788	Mar 04 07:51 AM
Topline Capital Management, LL		Feb 20 '24	Buy	3.01	26,444	79,596	5,736,836	Feb 21 06:01 PM
Topline Capital Management, LL		Feb 16 '24	Buy	3.03	25,736	77,980	5,710,392	Feb 21 06:01 PM
Topline Capital Management, LL		Feb 21 '24	Buy	3.08	25,082	77,253	5,761,918	Feb 21 06:01 PM
Topline Capital Partners, LP	10% Owner	Feb 20 '24	Buy	3.01	26,444	79,596	5,736,836	Feb 21 05:55 PM
Topline Capital Partners, LP	10% Owner	Feb 16 '24	Buy	3.03	25,736	77,980	5,710,392	Feb 21 05:55 PM
Topline Capital Partners, LP	10% Owner	Feb 21 '24	Buy	3.08	25,082	77,253	5,761,918	Feb 21 05:55 PM
Topline Capital Management, LL		Feb 05 '24	Buy	2.91	43,607	126,896	5,646,112	Feb 06 06:50 PM
Topline Capital Management, LL		Feb 06 '24	Buy	3.05	38,544	117,559	3,684,656	Feb 06 06:50 PM
Topline Capital Management, LL		Feb 02 '24	Buy	2.98	30,149	89,844	5,602,505	Feb 06 06:50 PM
Topline Capital Partners, LP	10% Owner	Feb 05 '24	Buy	2.91	43,607	126,896	5,646,112	Feb 06 06:44 PM
Topline Capital Partners, LP	10% Owner	Feb 06 '24	Buy	3.05	38,544	117,559	5,684,656	Feb 06 06:44 PM
Topline Capital Partners, LP	10% Owner	Feb 02 '24	Buy	2.98	30,149	89,844	5,602,505	Feb 06 06:44 PM
Topline Capital Management, LL		Jan 31 '24	Buy	3.08	87,344	269,020	5,572,356	Jan 31 06:57 PM
Topline Capital Management, LL		Jan 30 '24	Buy	3.03	12,604	38,190	5,485,012	Jan 31 06:57 PM
Topline Capital Management, LL		Jan 29 '24	Buy	2.87	8,379	24,048	5,472,408	Jan 31 06:57 PM
Topline Capital Partners, LP	10% Owner	Jan 31 '24	Buy	3.08	87,344	269,020	5,572,356	Jan 31 06:49 PM
Topline Capital Partners, LP	10% Owner	Jan 30 '24	Buy	3.03	12,604	38,190	5,485,012	Jan 31 06:49 PM
Topline Capital Partners, LP	10% Owner	Jan 29 '24	Buy	2.87	8,379	24,048	5,472,408	Jan 31 06:49 PM
Topline Capital Management, LL		Jan 24 '24	Buy	2.80	73,000	204,400	5,448,970	Jan 25 07:50 PM
Topline Capital Management, LL		Jan 23 '24	Buy	2.74	19,098	52,329	5,375,970	Jan 25 07:50 PM
Topline Capital Management, LL		Jan 25 '24	Buy	2.83	15,059	42,617	5,464,029	Jan 25 07:50 PM
Topline Capital Partners, LP	10% Owner	Jan 24 '24	Buy	2.80	73,000	204,400	5,448,970	Jan 25 07:03 PM
Topline Capital Partners, LP	10% Owner	Jan 23 '24	Buy	2.74	19,098	52,329	5,375,970	Jan 25 07:03 PM
Topline Capital Partners, LP	10% Owner	Jan 25 '24	Buy	2.83	15,059	42,617	5,464,029	Jan 25 07:03 PM

Dollar change 0.00
Percentage change 0.00	%

OPXS Optex Systems Holdings Inc daily Stock Chart

Peers: NOC LMT GD BA LHX TXT CW HII KRNY AVAV

| Held by: VXF VTI IWC DCOR DFAC DFSU

Index	-	P/E	11.45	EPS (ttm)	0.55	Insider Own	25.73%	Shs Outstand	6.87M	Perf Week	-3.23%
Market Cap	43.45M	Forward P/E	-	EPS next Y	-	Insider Trans	-2.86%	Shs Float	5.12M	Perf Month	-31.30%
Income	3.77M	PEG	-	EPS next Q	-	Inst Own	32.59%	Short Float	0.05%	Perf Quarter	-24.46%
Sales	33.99M	P/S	1.28	EPS this Y	-	Inst Trans	5.00%	Short Ratio	0.09	Perf Half Y	-21.74%
Book/sh	2.74	P/B	2.30	EPS next Y	-	ROA	15.79%	Short Interest	0.00M	Perf Year	14.34%
Cash/sh	0.15	P/C	43.02	EPS next 5Y	-	ROE	22.38%	52W Range	5.14 - 10.30	Perf YTD	-8.16%
Dividend Est.	-	P/FCF	39.50	EPS past 5Y	4.27%	ROI	18.32%	52W High	-38.85%	Beta	0.34
Dividend TTM	-	Quick Ratio	1.05	Sales past 5Y	9.18%	Gross Margin	28.03%	52W Low	22.57%	ATR (14)	0.47
Dividend Ex-Date	Apr 11, 2018	Current Ratio	4.05	EPS Y/Y TTM	63.04%	Oper. Margin	14.18%	RSI (14)	30.10	Volatility	5.44% 7.26%
Employees	128	Debt/Eq	0.18	Sales Y/Y TTM	32.48%	Profit Margin	11.08%	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	0.09	EPS Q/Q	-31.07%	Payout	0.00%	Rel Volume	0.67	Prev Close	6.30
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	16.91%	Earnings	-	Avg Volume	30.23K	Price	6.30
SMA20	-10.88%	SMA50	-20.39%	SMA200	-19.64%	Trades		Volume	20,183	Change	0.00%

Jan-16-25 09:00AM	Genasys Inc. Appoints New Independent Director (Business Wire)
Dec-19-24 04:05PM	Optex Systems Holdings, Inc. Announces Financial Highlights for the Year Ended September 29, 2024 (ACCESSWIRE) -5.08%
Dec-11-24 04:05PM	Optex Systems Announces $6.5 Million Order for Laser Protected Periscopes (ACCESSWIRE)
Dec-10-24 04:05PM	Optex Systems Announces $2.0 Million Order for Laser Filter Units and Window Assemblies (ACCESSWIRE) +6.51%
Nov-04-24 12:24PM	FRMO Corp. Appoints R. Rimmy Malhotra to Board of Directors (Business Wire)
04:05PM	Loading…
Sep-23-24 04:05PM	Optex Systems Announces $2.1 Million Order for Laser Protected Periscopes (ACCESSWIRE)
Aug-13-24 04:05PM	Optex Systems Holdings, Inc. Announces Financial Highlights for the Three and Nine months Ended June 30, 2024 (ACCESSWIRE)
Jul-08-24 03:05PM	Optex Systems Announces $2.5 Million Order for Laser Filter Units (ACCESSWIRE)
May-27-24 06:35AM	7 Top Stocks to Buy for Under $10: May 2024 (InvestorPlace)
May-14-24 02:52PM	OPXS Stock Earnings: Optex Systems Hldgs Reported Results for Q2 2024 (InvestorPlace)
09:00AM	Optex Systems Holdings, Inc. Announces Financial Highlights for the Three and Six Months Ended March 31, 2024 (ACCESSWIRE)
May-06-24 07:00AM	Optex Systems Announces $3.8 Million Order for Laser Protected Periscopes (ACCESSWIRE) +8.58%
May-01-24 08:42AM	Optex Systems Announces $1.5 Million Order for Optical Assemblies Supporting an Enhanced Night Vision Goggle Binocular Program (ACCESSWIRE)
Apr-16-24 04:05PM	Optex Systems Announces Integrated Visual Augmentation System (IVAS) Filter Assembly Support (ACCESSWIRE)
Feb-15-24 04:05PM	LifeVantage Appoints Dayton Judd to the Board of Directors (GlobeNewswire)
04:05PM	Loading…
Feb-12-24 04:05PM	Optex Systems Holdings, Inc. Announces Financial Highlights for the Three Months Ended December 31, 2023 (ACCESSWIRE)
Feb-05-24 07:00AM	Optex Systems Announces a $2.8 Million Award for Laser Protected Periscopes and Vision Blocks (ACCESSWIRE)
Jan-22-24 08:00AM	Optex Systems Announces Acquisition of Speedtracker (ACCESSWIRE)
Dec-18-23 04:05PM	Optex Systems Holdings, Inc. Announces Financial Highlights for the Twelve Months Ended October 1, 2023 (ACCESSWIRE) +18.61%
Nov-14-23 07:00AM	Optex Systems Announces a $2.9 Million Order for Sighting Systems (ACCESSWIRE)
Nov-13-23 07:00AM	Optex Systems Announces $1.3 Million Order for Laser Filter Units (ACCESSWIRE)
Oct-18-23 04:05PM	Optex Systems Announces $1.1 Million Order for Laser Filter Units (ACCESSWIRE)
Sep-18-23 04:05PM	Optex Systems Announces a $2.12 Million Order for M22 Binoculars (ACCESSWIRE)
Aug-16-23 04:05PM	Optex Systems Holdings, Inc. Announces Financial Highlights for the Three and Nine Months Ended July 2, 2023 (ACCESSWIRE)
Aug-14-23 06:00AM	Optex Systems Announces a $1.4 Million Order for Laser Protected Periscopes from a New Domestic Customer (ACCESSWIRE)
Jul-05-23 07:00AM	Optex Systems Announces a $3.0 Million Order for Laser Interference Filter Assemblies from the U.S. Government (ACCESSWIRE)
Jun-27-23 04:05PM	Optex Systems Announces a $5.3 Million 3-Year IDIQ Contract for Optical Assemblies from the U.S. Government (ACCESSWIRE)
May-16-23 04:05PM	Optex Systems Holdings, Inc. Announces Three and Six Months Ended April 2, 2023 Financial Highlights (ACCESSWIRE)
Mar-15-23 10:50AM	Optex Systems Holdings, Inc (NASDAQ:OPXS) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ? (Simply Wall St.) +6.99%
Mar-09-23 04:05PM	Optex Systems Holdings, Inc. to Uplist to the Nasdaq Capital Market (ACCESSWIRE) +6.67%
04:05PM	Loading…
Feb-13-23 04:05PM	Optex Systems Holdings, Inc. Announces Financial Results For Three Months Ended January 1, 2023 (ACCESSWIRE)
Dec-19-22 04:05PM	Optex Systems Holdings, Inc. Announces Twelve Months Ended October 2, 2022 Financial Highlights (ACCESSWIRE)

Optex Systems Holdings, Inc. engages in the manufacture of optical sighting systems and assemblies for the Department of Defense, foreign military applications, and commercial markets. It operates through the following segments: Optex Richardson, Applied Optics Center Dallas, and Other. The Optex Richardson segment handles optical sighting systems and assemblies' production. The Applied Optics Center-Dallas segment serves as the key supplier of laser coated filters used in the production of periscope assemblies. The company was founded in 1987 and is headquartered in Richardson, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Topline Capital Management, LL		Dec 30 '24	Sale	7.24	13,674	99,000	779,901	Dec 31 06:01 PM
Topline Capital Management, LL		Dec 27 '24	Sale	7.01	12,488	87,541	793,575	Dec 31 06:01 PM
Topline Capital Partners, LP	10% Owner	Dec 30 '24	Sale	7.24	13,674	99,000	779,901	Dec 31 05:29 PM
Topline Capital Partners, LP	10% Owner	Dec 27 '24	Sale	7.01	12,488	87,541	793,575	Dec 31 05:29 PM

Open in Screener

GDOT

Green Dot Corp

Jan 17 • 04:00PM ET

8.88

Dollar change -0.14
Percentage change -1.55	%

Financial • Credit Services • USA • NYSE

Peers: PYPL MA SQ V GPN AXP JPM DFS FIS WU

| Held by: IJR VTI IWM VXF AVUV KOMP SPSM IWN SLYV RZV

Index	RUT	P/E	-	EPS (ttm)	-1.04	Insider Own	2.76%	Shs Outstand	53.75M	Perf Week	-0.56%
Market Cap	477.63M	Forward P/E	5.90	EPS next Y	1.51	Insider Trans	-43.95%	Shs Float	52.30M	Perf Month	-20.71%
Income	-55.41M	PEG	-	EPS next Q	0.35	Inst Own	89.62%	Short Float	3.45%	Perf Quarter	-24.10%
Sales	1.63B	P/S	0.29	EPS this Y	-17.16%	Inst Trans	-5.31%	Short Ratio	3.58	Perf Half Y	-9.57%
Book/sh	17.34	P/B	0.51	EPS next Y	12.22%	ROA	-1.11%	Short Interest	1.81M	Perf Year	0.57%
Cash/sh	27.83	P/C	0.32	EPS next 5Y	-	ROE	-6.42%	52W Range	7.70 - 13.58	Perf YTD	-16.54%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-43.27%	ROI	-5.67%	52W High	-34.61%	Beta	0.91
Dividend TTM	-	Quick Ratio	0.52	Sales past 5Y	8.03%	Gross Margin	30.75%	52W Low	15.32%	ATR (14)	0.42
Dividend Ex-Date	-	Current Ratio	0.52	EPS Y/Y TTM	-248.79%	Oper. Margin	-1.28%	RSI (14)	28.69	Volatility	4.12% 4.10%
Employees	1200	Debt/Eq	0.05	Sales Y/Y TTM	10.64%	Profit Margin	-3.39%	Recom	3.40	Target Price	12.75
Option/Short	Yes / Yes	LT Debt/Eq	0.05	EPS Q/Q	-21.99%	Payout	0.00%	Rel Volume	1.06	Prev Close	9.02
Sales Surprise	3.69%	EPS Surprise	-22.62%	Sales Q/Q	16.06%	Earnings	Nov 07 AMC	Avg Volume	504.04K	Price	8.88
SMA20	-10.41%	SMA50	-15.40%	SMA200	-13.18%	Trades		Volume	532,285	Change	-1.55%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-14-23	Downgrade	Barclays	Equal Weight → Underweight	$8 → $7
Nov-10-23	Downgrade	Craig Hallum	Buy → Hold	$14
Jun-29-23	Resumed	Keefe Bruyette	Mkt Perform	$17 → $20
Jun-14-23	Initiated	BTIG Research	Neutral
May-08-23	Downgrade	Needham	Buy → Hold
Oct-17-22	Downgrade	William Blair	Outperform → Mkt Perform
Aug-15-22	Downgrade	Barclays	Overweight → Equal Weight	$31 → $25
Jan-26-22	Reiterated	BTIG Research	Buy	$72 → $46
Jan-14-21	Downgrade	Northland Capital	Outperform → Market Perform
Oct-08-20	Reiterated	Needham	Buy	$62 → $70
May-12-20	Reiterated	Needham	Buy	$30 → $40
Mar-26-20	Upgrade	BTIG Research	Neutral → Buy	$35
Mar-19-20	Upgrade	Northland Capital	Market Perform → Outperform	$35
Feb-14-20	Downgrade	Northland Capital	Outperform → Market Perform
Feb-04-20	Upgrade	Citigroup	Sell → Neutral	$22 → $34
Dec-19-19	Downgrade	Citigroup	Neutral → Sell	$27 → $21
Nov-11-19	Downgrade	Guggenheim	Buy → Neutral
Oct-11-19	Upgrade	Northland Capital	Market Perform → Outperform
Sep-12-19	Initiated	Canaccord Genuity	Hold	$29
Sep-12-19	Initiated	Canaccord Genuity	Hold

Show Previous Ratings

Dec-20-24 01:30PM	Varo Bank Introduces Zero Fee Cash Deposits at Participating CVS Locations (PR Newswire)
Nov-08-24 07:49AM	Q3 2024 Green Dot Corp Earnings Call (Thomson Reuters StreetEvents) -16.79%
02:31AM	Green Dot Corp (GDOT) Q3 2024 Earnings Call Highlights: Strong B2B Growth Amid Retail Challenges (GuruFocus.com)
Nov-07-24 07:30PM	Compared to Estimates, Green Dot (GDOT) Q3 Earnings: A Look at Key Metrics (Zacks)
07:05PM	Green Dot (GDOT) Lags Q3 Earnings Estimates (Zacks)
06:00PM	Loading…
06:00PM	Green Dot: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Green Dot Reports Third Quarter 2024 Results (Business Wire)
Oct-31-24 10:01AM	Green Dot (GDOT) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-22-24 08:00AM	Green Dot Debuts Embedded Finance Brand and Platform of Services, Arc by Green Dot (Business Wire)
Oct-10-24 05:21PM	Green Dot to Announce Third Quarter 2024 Results on November 7th (Business Wire)
Sep-06-24 04:05PM	Green Dot Corporation Announces Completion of $45 Million Senior Unsecured Notes Offering (Business Wire) +10.61%
Aug-14-24 10:33AM	Green Dot (GDOT) Stock Gains 20% Despite Q2 Earnings Miss (Zacks)
Aug-08-24 08:00PM	Green Dot (GDOT) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks) +13.56%
07:40PM	Green Dot (GDOT) Q2 Earnings Lag Estimates (Zacks)
06:32PM	Green Dot: Q2 Earnings Snapshot (Associated Press Finance)
05:44PM	Loading…
05:44PM	Green Dot's earnings and revenue beat analysts' estimates (American Banker)
05:44PM	Green Dot renews BaaS partnership with Apple (American Banker)
04:05PM	Green Dot Reports Second Quarter 2024 Results (Business Wire)
Aug-07-24 09:15AM	Stay Ahead of the Game With Green Dot (GDOT) Q2 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Jul-22-24 09:09AM	Fed fines Green Dot $44M (Banking Dive)
Jul-19-24 07:45PM	Apple and Walmart banking partner Green Dot fined $44 million by the Federal Reserve (Fortune) -5.70%
02:27PM	Green Dot Fined $44 Million by Fed Over Prepaid Debit Cards (Bloomberg)
Jul-17-24 12:52PM	Green Dot execs misled shareholders about declining business, lawsuit says (Banking Dive)
Jul-16-24 08:00AM	PLS Launches Xpectations! Plus Debit Card, Providing Affordable Banking and Payment Services (Business Wire)
Jul-15-24 03:37PM	3 Moonshot Stocks That Could Turn $5,000 Into $25,000 (InvestorPlace)
Jul-11-24 04:05PM	Green Dot to Announce Second Quarter 2024 Results on August 8th (Business Wire)
Jul-03-24 08:48AM	Implied Volatility Surging for Green Dot (GDOT) Stock Options (Zacks)
Jun-28-24 08:18AM	Here's Why You Should Hold Green Dot (GDOT) Stock for Now (Zacks)
May-31-24 11:41AM	Here's Why Green Dot (GDOT) Stock Is a Great Pick Right Now (Zacks)
May-29-24 10:00AM	Investors who purchased Green Dot Corporation (NYSE: GDOT) shares should contact the Shareholders Foundation in connection with Lawsuit (PR Newswire)
08:00AM	Loading…
08:00AM	More Businesses Are Powering Their Employees with Innovative Payroll Solutions from rapid! (Business Wire)
May-21-24 02:46PM	NOTICE For Investors In GDOT Update in Lawsuit against Green Dot Corporation (GDOT) Seeking to Recover Losses for Investors announced by Shareholders Foundation (Newsfile)
May-16-24 12:09PM	Green Dot (GDOT) Stock Rises 2.2% Despite Q1 Earnings Miss (Zacks)
May-10-24 02:44PM	Green Dot Corp (GDOT) Q1 2024 Earnings: Misses EPS Estimates Amidst Revenue Growth (GuruFocus.com)
11:47AM	Green Dot Corporation (NYSE:GDOT) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:00PM	Green Dot (GDOT) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks) +7.47%
05:27PM	Green Dot: Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Green Dot Reports First Quarter 2024 Results (Business Wire)
May-07-24 09:15AM	Exploring Analyst Estimates for Green Dot (GDOT) Q1 Earnings, Beyond Revenue and EPS (Zacks)
Apr-26-24 07:29AM	Green Dot CHRO eyes engagement, tech hires amid BaaS buildout (Banking Dive)
Apr-15-24 08:00AM	Green Dot Appoints Renata Caine to Lead Banking as a Service (Business Wire)
Apr-11-24 05:15PM	Green Dot to Announce First Quarter 2024 Results on May 9th (Business Wire)
Mar-28-24 11:30AM	Green Dot (GDOT) Up 10.3% Since Last Earnings Report: Can It Continue? (Zacks)
Mar-26-24 04:30PM	Green Dot Appoints Robert Millard to its Board of Directors (Business Wire)
Mar-13-24 01:51AM	Green Dot Corp (GDOT) Chief Revenue Officer Acquires 33,000 Shares (GuruFocus.com)
Mar-12-24 08:00AM	Neobanks and Other Fintechs Join Green Dot Network to Enable Cash Transactions for Customers (Business Wire)
Mar-06-24 08:00AM	Green Dot Appoints Melissa Douros as Chief Product Officer (Business Wire)
Mar-01-24 11:54AM	Green Dot (GDOT) Q4 Earnings Miss Estimates, Stock Dips 7% (Zacks)
Feb-29-24 09:19AM	Green Dot Corporation (NYSE:GDOT) Q4 2023 Earnings Call Transcript (Insider Monkey)
Feb-28-24 05:11PM	Green Dot sets aside $20 million after draft AML order from Fed (American Banker) -5.35%
06:47AM	Green Dot faces Feds proposed consent order (Banking Dive)
06:36AM	Q4 2023 Green Dot Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-27-24 07:30PM	Green Dot (GDOT) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:32PM	Green Dot: Q4 Earnings Snapshot (Associated Press Finance)
05:04PM	Green Dot Corp (GDOT) Faces Regulatory Challenges Despite Revenue Growth (GuruFocus.com)
04:05PM	Green Dot Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Feb-26-24 09:15AM	Exploring Analyst Estimates for Green Dot (GDOT) Q4 Earnings, Beyond Revenue and EPS (Zacks)
08:00AM	Green Dot Appoints Michael Meston as Chief Human Resources Officer (Business Wire)
Feb-08-24 06:26AM	3 Sorry Financial Stocks to Sell in February While You Still Can (InvestorPlace)
Jan-29-24 05:00PM	Green Dot to Announce Fourth Quarter 2023 Results on February 27th (Business Wire)
Jan-05-24 12:59PM	Here's Why You Should Hold Green Dot (GDOT) Stock for Now (Zacks)
Dec-19-23 09:45AM	Green Dot (GDOT) Rises 17% in a Month: Here's What to Know (Zacks)
Dec-14-23 08:30AM	REPAY Partners with Green Dot to Expand Cash Bill Pay Innovations for Consumers and Businesses (Business Wire)
03:20AM	Stanley Black & Decker slashed at JPMorgan on slowing earnings: 4 big analyst cuts (Investing.com)
Dec-08-23 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2023 (GlobeNewswire)
Nov-16-23 05:45PM	Green Dot Appoints Dave Harden as Chief Technology Officer (Business Wire)
Nov-13-23 10:56AM	Green Dot (GDOT) Stock Plunges 34% Since Q3 Earnings Miss (Zacks)
Nov-10-23 02:41PM	Green Dot Corporation (NYSE:GDOT) Q3 2023 Earnings Call Transcript (Insider Monkey) -34.41%
02:25PM	Why Green Dot Stock Plunged Today (Motley Fool)
07:09AM	Q3 2023 Green Dot Corp Earnings Call (Thomson Reuters StreetEvents)
Nov-09-23 08:00PM	Compared to Estimates, Green Dot (GDOT) Q3 Earnings: A Look at Key Metrics (Zacks)
05:17PM	Green Dot: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Green Dot Reports Third Quarter 2023 Results (Business Wire)
Nov-08-23 11:21AM	Gear Up for Green Dot (GDOT) Q3 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Nov-02-23 10:00AM	Analysts Estimate Green Dot (GDOT) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-19-23 04:05PM	Green Dot to Announce Third Quarter 2023 Results on November 9th (Business Wire)
Oct-06-23 05:15PM	Green Dot Appoints Michelleta (Mich) Razon to its Board of Directors (Business Wire)
Oct-03-23 01:12PM	Stockpile and Green Dot Partner to Deliver Simple, Affordable Financial Services to Investors of All Ages (Business Wire) -5.27%
Sep-26-23 09:00AM	Credibly Partners with Green Dot to Power Small Businesses with Simple, Seamless and Accessible Banking Solutions (Business Wire)
Sep-14-23 01:14PM	Green Dot (GDOT) Benefits From Long-Standing Relation With Walmart (Zacks) +7.99%
Aug-29-23 12:07PM	Long Term Returns of Jeff Smiths Activist Targets (Insider Monkey)
Aug-28-23 07:00AM	These Are the ONLY 7 Fintech Stocks to Consider in August 2023 (InvestorPlace)
Aug-17-23 12:24PM	Green Dot (GDOT) Rides on Long Standing Relation With Walmart (Zacks)
Aug-10-23 12:15PM	Green Dot (GDOT) Stock Plunges 15% Despite Q2 Earnings Beat (Zacks)
Aug-04-23 07:27PM	Green Dot Corporation (NYSE:GDOT) Q2 2023 Earnings Call Transcript (Insider Monkey) -13.82%
08:30AM	PLS Partners with Green Dot to Deliver Convenient, Affordable Banking and Payments Tools to Millions of U.S. Consumers (Business Wire)
08:07AM	Q2 2023 Green Dot Corp Earnings Call (Thomson Reuters StreetEvents)
Aug-03-23 09:30PM	Compared to Estimates, Green Dot (GDOT) Q2 Earnings: A Look at Key Metrics (Zacks)
07:15PM	Green Dot (GDOT) Tops Q2 Earnings and Revenue Estimates (Zacks)
06:04PM	Green Dot: Q2 Earnings Snapshot (AP Finance)
04:12PM	Green Dot Reports Second Quarter 2023 Results (Business Wire)
Jul-13-23 04:05PM	Green Dot to Announce Second Quarter 2023 Results on August 3rd (Business Wire)
Jul-06-23 12:35PM	Limbach (LMB) Acquires ACME, Boosts Presence in Chattanooga (Zacks)
10:08AM	Broadridge Financials (BR) Surges 22% Year to Date: Here's How (Zacks)
09:49AM	Market Positioning Aids Automatic Data (ADP) Amid Low Liquidity (Zacks)
Jul-05-23 12:26PM	Why a Hold Strategy is Apt for ExlService (EXLS) Stock Now (Zacks)
09:27AM	Booz Allen (BAH) Surges 17% in Three Months: Here's How (Zacks)
Jul-04-23 07:51AM	Strong Business Model Aids Broadridge (BR) Amid Integration Risks (Zacks)
Jul-03-23 10:06AM	Growth Strategy Aids Verisk (VRSK) Amid Operational Risks (Zacks)
Jun-30-23 11:04AM	Strong Team Aids Charles River (CRAI) Amid Currency Risks (Zacks)

Green Dot Corp. is a financial technology and registered bank holding company. It engages in providing modern banking and money movement products that are accessible for all. It operates through the following segments: Consumer Services, Business to Business (B2B) Services, Money Movement Services, and Corporate and Other. The Consumer Services segment consists of checking accounts, prepaid cards, secured credit cards, and gift cards. The B2B Services segment covers the partnerships with some of the consumer and technology companies. The Money Movement segment includes facilitating the movement of cash on behalf of consumers and businesses, such as money processing services and tax refund processing services. The company was founded by Steven W. Streit on October 1, 1999 and is headquartered in Austin, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Topline Capital Management, LL		Dec 30 '24	Sale	10.44	380,611	3,973,579	5,708,126	Dec 31 06:21 PM
Topline Capital Management, LL		Dec 31 '24	Sale	10.54	331,339	3,492,313	5,376,787	Dec 31 06:21 PM
Topline Capital Management, LL		Dec 27 '24	Sale	10.54	247,230	2,605,804	6,088,737	Dec 31 06:21 PM
Topline Capital Partners, LP	10% Owner	Dec 30 '24	Sale	10.44	380,611	3,973,579	5,708,126	Dec 31 05:04 PM
Topline Capital Partners, LP	10% Owner	Dec 31 '24	Sale	10.54	331,339	3,492,313	5,376,787	Dec 31 05:04 PM
Topline Capital Partners, LP	10% Owner	Dec 27 '24	Sale	10.54	247,230	2,605,804	6,088,737	Dec 31 05:04 PM
Topline Capital Management, LL		Nov 08 '24	Buy	10.94	135,123	1,478,246	6,292,788	Nov 12 01:21 PM
Topline Capital Management, LL		Nov 09 '24	Buy	10.72	43,179	462,879	6,335,967	Nov 12 01:21 PM
Topline Capital Partners, LP	10% Owner	Nov 08 '24	Buy	10.94	135,123	1,478,246	6,292,788	Nov 12 12:59 PM
Topline Capital Partners, LP	10% Owner	Nov 09 '24	Buy	10.72	43,179	462,879	6,335,967	Nov 12 12:59 PM
Topline Capital Management, LL		Sep 24 '24	Buy	11.87	162,243	1,925,824	6,157,665	Oct 01 05:22 PM
Topline Capital Management, LL		Sep 23 '24	Buy	12.49	36,671	458,021	5,995,422	Oct 01 05:22 PM
Topline Capital Partners, LP	10% Owner	Sep 24 '24	Buy	11.87	162,243	1,925,824	6,157,665	Oct 01 05:09 PM
Topline Capital Partners, LP	10% Owner	Sep 23 '24	Buy	12.49	36,671	458,021	5,995,422	Oct 01 05:09 PM
Ruppel Christian Devin	Chief Revenue Officer	Mar 11 '24	Buy	9.06	33,000	299,144	101,715	Mar 12 07:20 PM
Starboard Principal Co LP		Mar 06 '24	Sale	8.17	150,000	1,226,165	276,595	Mar 08 09:05 PM
Starboard Principal Co LP		Mar 08 '24	Sale	8.58	75,729	649,853	270,207	Mar 08 09:05 PM
Starboard Principal Co LP		Mar 07 '24	Sale	8.44	50,000	421,960	274,055	Mar 08 09:05 PM
Starboard Value LP		Mar 06 '24	Sale	8.17	150,000	1,226,165	276,595	Mar 08 09:04 PM
Starboard Value LP		Mar 08 '24	Sale	8.58	75,729	649,853	270,207	Mar 08 09:04 PM
Starboard Value LP		Mar 07 '24	Sale	8.44	50,000	421,960	274,055	Mar 08 09:04 PM

Dollar change -0.01
Percentage change -0.07	%

Peers: TREE MORN PYPL SQ ETSY GDDY GRPN AFRM ROKU UBER

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

Index	RUT	P/E	-	EPS (ttm)	-0.14	Insider Own	53.68%	Shs Outstand	42.34M	Perf Week	0.14%
Market Cap	1.04B	Forward P/E	38.26	EPS next Y	0.37	Insider Trans	-0.75%	Shs Float	34.02M	Perf Month	5.57%
Income	-10.50M	PEG	-	EPS next Q	0.01	Inst Own	36.83%	Short Float	8.52%	Perf Quarter	14.59%
Sales	637.50M	P/S	1.64	EPS this Y	35.56%	Inst Trans	-11.83%	Short Ratio	4.26	Perf Half Y	-5.14%
Book/sh	4.36	P/B	3.27	EPS next Y	484.48%	ROA	-2.55%	Short Interest	2.90M	Perf Year	-2.80%
Cash/sh	0.98	P/C	14.56	EPS next 5Y	-	ROE	-3.06%	52W Range	10.10 - 17.30	Perf YTD	6.92%
Dividend Est.	-	P/FCF	15.87	EPS past 5Y	-	ROI	-3.22%	52W High	-17.80%	Beta	1.32
Dividend TTM	-	Quick Ratio	2.91	Sales past 5Y	28.85%	Gross Margin	90.49%	52W Low	40.79%	ATR (14)	0.50
Dividend Ex-Date	-	Current Ratio	2.91	EPS Y/Y TTM	-3280.00%	Oper. Margin	1.57%	RSI (14)	57.27	Volatility	2.26% 3.55%
Employees	730	Debt/Eq	0.02	Sales Y/Y TTM	4.90%	Profit Margin	-1.65%	Recom	1.71	Target Price	17.00
Option/Short	Yes / Yes	LT Debt/Eq	0.01	EPS Q/Q	120.31%	Payout	-	Rel Volume	0.41	Prev Close	14.23
Sales Surprise	13.70%	EPS Surprise	-100.00%	Sales Q/Q	25.20%	Earnings	Oct 29 AMC	Avg Volume	681.05K	Price	14.22
SMA20	4.47%	SMA50	1.86%	SMA200	5.69%	Trades		Volume	278,751	Change	-0.07%

Date	Action	Analyst	Rating Change	Price Target Change
May-03-23	Downgrade	Citigroup	Buy → Neutral	$15 → $14
Nov-29-21	Initiated	William Blair	Outperform
Nov-29-21	Initiated	Truist	Buy	$30
Nov-29-21	Initiated	Oppenheimer	Outperform	$30
Nov-29-21	Initiated	Morgan Stanley	Equal-Weight	$24
Nov-29-21	Initiated	KeyBanc Capital Markets	Overweight	$35
Nov-29-21	Initiated	Citigroup	Buy	$30
Nov-29-21	Initiated	BofA Securities	Buy	$40
Nov-29-21	Initiated	Barclays	Overweight	$29

Jan-02-25 09:00AM	NerdWallet Announces Winners of Its 2025 Best-Of Awards (Business Wire)
Dec-17-24 03:15PM	New software will be key theme for small businesses in 2025 (Yahoo Finance Video)
Nov-14-24 09:00AM	Global Mortgage Lender Market Expected to Grow to $1.8 Trillion In 2028 (GlobeNewswire)
Oct-30-24 09:00AM	Nerdwallet Inc (NRDS) Q3 2024 Earnings Call Highlights: Surging Insurance Revenue and Strategic ... (GuruFocus.com) +33.04%
07:14AM	NerdWallet rockets 31% as insurance growth drives strong Q3 revenue (Investing.com)
05:35PM	Loading…
Oct-29-24 05:35PM	NerdWallet, Inc. (NRDS) Reports Break-Even Earnings for Q3 (Zacks)
04:05PM	NerdWallet Reports Third Quarter 2024 Results (Business Wire)
Oct-28-24 09:06AM	Nerdwallet Inc (NRDS) Q3 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-19-24 07:56AM	Citi cuts NerdWallet target, opens negative catalyst watch (TipRanks)
Oct-10-24 06:00PM	NerdWallet Announces Conference Call to Review 2024 Third Quarter Financial Results (Business Wire) -6.56% +6.49%
Sep-09-24 04:30PM	NerdWallet Announces New $50 Million Share Repurchase Program (Business Wire)
Aug-10-24 08:18PM	Amazon.com, Inc. (AMZN): Are Street Analysts Bullish on This AI Stock Now? (Insider Monkey)
08:14PM	Microsoft Corporation (MSFT): The Best AI Stock According to Financial Media? (Insider Monkey)
08:09PM	Is Meta Platforms, Inc. (META) the Best AI Stock to Buy According to Hedge Funds? (Insider Monkey)
05:39PM	Is Intuitive Surgical, Inc. (ISRG) a Good Artificial Intelligence Stock to Buy Now? (Insider Monkey)
11:29AM	Loading…
11:29AM	10 Best Artificial Intelligence (AI) Stocks To Buy According to Financial Media (Insider Monkey)
Aug-07-24 06:55AM	Almost half of UK business leaders trust digital-only banks as much as traditional banks (International Accounting Bulletin)
Aug-01-24 09:49AM	Q2 2024 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents) -21.80%
02:35AM	Almost half (46%) of UK business leaders trust digital-only banks as much as traditional banks NerdWallet (Retail Banker International)
Jul-31-24 04:05PM	NerdWallet Reports Second Quarter 2024 Results (Business Wire) -7.70%
Jul-12-24 06:00PM	NerdWallet Announces Conference Call to Review 2024 Second Quarter Financial Results (Business Wire)
Jul-10-24 10:00AM	Education Loan Finance (ELFI) Wins Best Student Loan Refinancing for Parents in NerdWallet's 2024 Best-Of Awards (PR Newswire)
Jun-26-24 09:20AM	Treasure Hunt: 3 Fintech Stocks Wall Street Hasnt Discovered Yet (InvestorPlace)
May-10-24 04:17PM	Hyatt Hotels Corporation (NYSE:H) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-30-24 11:15AM	NerdWallet, Inc. (NASDAQ:NRDS) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-29-24 12:18PM	Consumer is 'stretched' under current rates: NerdWallet CEO (Yahoo Finance Video)
Apr-26-24 07:34AM	Q1 2024 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-25-24 10:52PM	NRDS Stock Earnings: Nerdwallet Meets EPS, Beats Revenue for Q1 2024 (InvestorPlace)
05:37PM	NerdWallet Inc (NRDS) Q1 2024 Earnings: Aligns with EPS Projections Amidst Revenue Decline (GuruFocus.com)
04:05PM	NerdWallet Reports First Quarter 2024 Results (Business Wire)
06:30PM	Loading…
Apr-08-24 06:30PM	NerdWallet Announces Conference Call to Review 2024 First Quarter Financial Results (Business Wire)
Mar-30-24 11:29PM	20 Best Personal Finance Podcasts in 2024 (Insider Monkey)
Mar-24-24 06:19PM	22 Best Online Side Hustles for College Students (Insider Monkey)
Mar-11-24 05:18PM	15 Best Places To Retire In Hawaii (Insider Monkey)
Mar-10-24 03:10PM	The Top 3 Software Stocks to Buy in March 2024 (InvestorPlace)
Mar-02-24 04:36PM	NerdWallet says it did not file for bankruptcy, cites fraudulent filing (Reuters)
Feb-20-24 09:00AM	NerdWallet to Present at KeyBanc Capital Markets Emerging Technology Summit (Business Wire) -6.14%
Feb-15-24 11:35AM	Why NerdWallet Stock Dropped 8.5% Today (Motley Fool)
10:14AM	NerdWallet, Inc. (NASDAQ:NRDS) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:14AM	Q4 2023 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-14-24 05:09PM	Nerdwallet Inc (NRDS) Faces Revenue Decline Amidst Economic Headwinds (GuruFocus.com) +5.68%
04:05PM	NerdWallet Reports Fourth Quarter and Full Year 2023 Results (Business Wire)
Jan-24-24 06:30PM	NerdWallet Announces Conference Call to Review 2023 Fourth Quarter and Full-Year Financial Results (Business Wire)
Jan-18-24 04:39PM	Liz Weston: Retiring wasnt easy even after years of writing about it (Associated Press Finance)
Jan-08-24 11:00AM	SoFi Takes Home Three Awards in NerdWallets 2024 Best-Of Awards (Business Wire)
07:30AM	NerdWallet Announces Winners of its 2024 Best-Of Awards (Business Wire)
Nov-10-23 07:10AM	These 5 Companies Were Huge Winners This Earnings Season. Can the Good Times Keep Rolling? (Motley Fool)
Nov-06-23 09:48AM	Why NerdWallet Stock Bucked the Market Drop Last Month With a 21% Gain (Motley Fool)
Nov-02-23 04:27PM	NerdWallet CEO: 'We hope to give value back to the consumer', not charge fees with new credit card (CNBC TV)
Oct-30-23 11:31AM	NerdWallet CEO talks NerdUp card bolstering consumer credit (Yahoo Finance Video) +13.17%
Oct-27-23 12:42PM	Why NerdWallet Stock Jumped 40% After Earnings (Motley Fool) +40.66%
10:36AM	NerdWallet, Inc. (NASDAQ:NRDS) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:21AM	Q3 2023 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-26-23 06:09PM	Nerdwallet Inc (NRDS) Reports Q3 2023 Earnings: Revenue Up 7% YoY (GuruFocus.com)
05:15PM	NerdWallet, Inc. (NRDS) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:05PM	NerdWallet Reports Third Quarter 2023 Results (Business Wire)
08:30AM	NerdWallet Launches its First Credit Card (Business Wire)
Oct-09-23 06:30PM	NerdWallet Announces Conference Call to Review 2023 Third Quarter Financial Results (Business Wire)
Sep-30-23 03:46PM	7 Stocks Analysts Predict Have 100% Upside (InvestorPlace)
Sep-15-23 05:34PM	Student loan payments resume: Here's what you need to know (Yahoo Finance Video)
Sep-14-23 03:46PM	These are the best travel rewards programs of 2023 (TheStreet.com) +10.42%
03:45PM	Here's Why NerdWallet Stock Popped Today (Motley Fool)
Sep-13-23 09:09PM	Insider Buying: Nerdwallet Inc CEO Tim Chen Acquires 30,588 Shares (GuruFocus.com)
04:10PM	7 Small-Cap Stocks Analysts Predict Will Double in 2024 (InvestorPlace)
Sep-11-23 11:21AM	15 Worst Performing Growth Stocks in 2023 (Insider Monkey)
Aug-28-23 07:00AM	These Are the ONLY 7 Fintech Stocks to Consider in August 2023 (InvestorPlace)
Aug-07-23 06:47PM	A Bargain Hunters Dream: 7 Must-Own Stocks Under $20 (InvestorPlace)
Aug-04-23 10:50AM	NerdWallet CEO: We're focused on re-engaging users with data (Yahoo Finance Video)
Aug-03-23 07:06PM	Why NerdWallet Stock Dropped Today (Motley Fool) -8.10%
Aug-02-23 05:45PM	NerdWallet, Inc. (NRDS) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	NerdWallet Reports Second Quarter 2023 Results (Business Wire)
Jul-14-23 06:30PM	NerdWallet Announces Conference Call to Review 2023 Second Quarter Financial Results (Business Wire)
Jun-02-23 04:26PM	This 35-Year-Old Man Was Unemployed When He Founded NerdWallet A $738 Million Company (Benzinga) +5.53%
May-30-23 09:51AM	Insiders hold 42% of NerdWallet, Inc. (NASDAQ:NRDS), and they've been buying recently (Simply Wall St.)
May-18-23 04:53PM	Hero or Zero? 7 Speculative Small-Cap Stocks to Make You Rich or Broke. (InvestorPlace) +5.47%
May-12-23 06:52AM	Daily Vickers Top Buyers & Sellers for 05/12/2023 (Argus Research)
May-03-23 03:16PM	Why NerdWallet Stock Tumbled Today (Motley Fool) -22.40%
10:12AM	Q1 2023 NerdWallet Inc Earnings Call (Thomson Reuters StreetEvents)
May-02-23 05:35PM	NerdWallet, Inc. (NRDS) Surpasses Q1 Earnings and Revenue Estimates (Zacks) -8.02%
04:05PM	NerdWallet Reports First Quarter 2023 Results (Business Wire)
Apr-25-23 10:01AM	Will NerdWallet, Inc. (NRDS) Report Negative Earnings Next Week? What You Should Know (Zacks) -6.73%
Apr-13-23 11:18AM	NerdWallet's (NASDAQ:NRDS) investors will be pleased with their favorable 39% return over the last year (Simply Wall St.)
Apr-11-23 06:45PM	NerdWallet Announces Conference Call to Review 2023 First Quarter Financial Results (Business Wire) -5.94%
Mar-20-23 09:25PM	Summer travel is likely to remain hot, so book early (AP Finance) +5.54%
Mar-10-23 10:25AM	When will Medicare cover medical marijuana? (AP Finance)
Mar-08-23 11:20AM	Millennial Money: Job plus a side gig? Avoid these mistakes (AP Finance)
05:20AM	This Finance Stock Is Up 119% Year to Date. Is It a Buy? (Motley Fool)
Feb-28-23 08:51AM	Should you get a home improvement loan from your contractor? (AP Finance)
Feb-20-23 10:19PM	Can college abroad actually save you money? (AP Finance)
Feb-17-23 02:29PM	Why NerdWallet Stock Rose 27.5% This Week (Motley Fool) -8.08%
08:43AM	NerdWallet CEO: US consumer health 'feels like a tale of two cities' (Yahoo Finance)
05:43AM	Earnings Update: NerdWallet, Inc. (NASDAQ:NRDS) Just Reported And Analysts Are Boosting Their Estimates (Simply Wall St.)
Feb-16-23 04:42PM	NerdWallet, Inc. (NASDAQ:NRDS) Q4 2022 Earnings Call Transcript (Insider Monkey) +5.94%
05:35AM	NerdWallet Full Year 2022 Earnings: EPS Beats Expectations (Simply Wall St.)
Feb-15-23 10:27AM	State of the consumer feels like a tale of two cities, Nerdwallet founder says (Yahoo Finance Video) +26.05%
Feb-14-23 06:45PM	NerdWallet, Inc. (NRDS) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	NerdWallet Reports Fourth Quarter and Full Year 2022 Results (Business Wire)
Feb-10-23 01:14PM	IPO Stock Of The Week: Financial Platform NerdWallet Approaches First Buy Point As Public Company (Investor's Business Daily)
Jan-24-23 06:00PM	NerdWallet Announces Conference Call to Review 2022 Fourth Quarter and Full-Year Financial Results (Business Wire)
Jan-21-23 07:26AM	One NerdWallet, Inc. (NASDAQ:NRDS) insider upped their stake in the previous year (Simply Wall St.)

NerdWallet, Inc. engages in the provision of financial education and empowerment through online tools. The company was founded by Tim Chen and Jacob Gibson in 2009 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
YOUNT SAMUEL	Chief Business Officer	Jan 03 '25	Sale	13.46	159,464	2,146,385	201,051	Jan 07 04:24 PM
YOUNT SAMUEL	Chief Business Officer	Jan 02 '25	Sale	13.49	440,336	5,940,133	254,237	Jan 02 06:53 PM
YOUNT SAMUEL	Chief Business Officer	Dec 30 '24	Sale	13.45	3,003	40,390	401,101	Jan 02 06:53 PM
YOUNT SAMUEL	Chief Business Officer	Dec 19 '24	Sale	12.70	21,124	268,275	402,102	Dec 23 12:47 PM
YOUNT SAMUEL	Chief Business Officer	Dec 18 '24	Sale	13.14	154,465	2,029,670	409,147	Dec 19 05:06 PM
YOUNT SAMUEL	Chief Business Officer	Dec 17 '24	Sale	13.41	114,524	1,535,767	460,665	Dec 19 05:06 PM
YOUNT SAMUEL	Chief Business Officer	Dec 13 '24	Sale	13.40	76,185	1,020,879	522,656	Dec 17 06:26 PM
YOUNT SAMUEL	Chief Business Officer	Dec 16 '24	Sale	13.39	71,341	955,256	498,862	Dec 17 06:26 PM
YOUNT SAMUEL	Chief Business Officer	Dec 12 '24	Sale	13.63	100,000	1,363,000	548,066	Dec 13 06:24 PM
YOUNT SAMUEL	Chief Business Officer	Dec 11 '24	Sale	13.79	65,167	898,653	581,419	Dec 13 06:24 PM
YOUNT FAMILY REVOCABLE TRUST	Officer	Dec 11 '24	Proposed Sale	14.44	620,732	8,963,370		Dec 11 05:02 PM
THE SMB CHARITABLE REMAINDER T	Officer	Dec 11 '24	Proposed Sale	14.44	91,387	1,319,628		Dec 11 05:01 PM
THE MARGARET YOUNT CRT	Officer	Dec 11 '24	Proposed Sale	14.44	91,387	1,319,628		Dec 11 05:01 PM
BEARMAN LLC	Officer	Dec 11 '24	Proposed Sale	14.44	402,103	5,806,367		Dec 11 04:54 PM
StClair Lauren	Chief Financial Officer	Dec 02 '24	Sale	14.04	11,856	166,458	313,100	Dec 04 06:00 PM
Topline Capital Management, LL		Oct 22 '24	Buy	11.35	412,055	4,676,824	5,251,145	Oct 23 12:08 PM
Topline Capital Management, LL		Oct 21 '24	Buy	12.05	49,722	599,150	4,839,090	Oct 23 12:08 PM
Topline Capital Partners, LP	10% Owner	Oct 22 '24	Buy	11.35	412,055	4,676,824	5,251,145	Oct 23 11:43 AM
Topline Capital Partners, LP	10% Owner	Oct 21 '24	Buy	12.05	49,722	599,150	4,839,090	Oct 23 11:43 AM
YOUNT SAMUEL	VP, General Manager	Aug 19 '24	Sale	12.01	5,000	60,050	2,329,471	Aug 21 09:15 PM
YOUNT SAMUEL	VP, General Manager	Jul 03 '24	Sale	15.04	7,500	112,800	2,334,471	Jul 03 06:14 PM
YOUNT SAMUEL	VP, General Manager	Jul 02 '24	Sale	14.66	5,000	73,300	2,341,971	Jul 03 06:14 PM
Ceran Jennifer	Director	May 24 '24	Sale	13.70	5,897	80,789	36,099	May 29 06:16 PM
YOUNT SAMUEL	VP, General Manager	Mar 05 '24	Sale	16.71	1,335	22,308	2,347,857	Mar 05 07:35 PM
YOUNT SAMUEL	VP, General Manager	Feb 23 '24	Sale	16.16	6,309	101,985	2,350,242	Feb 27 05:53 PM

Dollar change -0.12
Percentage change -1.23	%

CGNT Cognyte Software Ltd daily Stock Chart

Peers: PANW ZS CRWD FTNT CHKP QLYS FFIV VRNS TENB OKTA

| Held by: IZRL SMLF MSSM PRFZ ONEQ ITEQ GWX WAR DAT AVDS

Index	-	P/E	-	EPS (ttm)	-0.06	Insider Own	15.21%	Shs Outstand	71.89M	Perf Week	10.78%
Market Cap	694.51M	Forward P/E	69.00	EPS next Y	0.14	Insider Trans	21.56%	Shs Float	60.96M	Perf Month	1.68%
Income	-4.44M	PEG	-	EPS next Q	0.01	Inst Own	66.21%	Short Float	0.66%	Perf Quarter	41.02%
Sales	330.21M	P/S	2.10	EPS this Y	123.73%	Inst Trans	12.07%	Short Ratio	1.51	Perf Half Y	29.84%
Book/sh	2.74	P/B	3.53	EPS next Y	180.00%	ROA	-8.41%	Short Interest	0.40M	Perf Year	66.55%
Cash/sh	1.38	P/C	6.98	EPS next 5Y	-	ROE	-19.97%	52W Range	5.44 - 9.97	Perf YTD	11.68%
Dividend Est.	-	P/FCF	36.88	EPS past 5Y	-	ROI	-1.96%	52W High	-3.11%	Beta	1.75
Dividend TTM	-	Quick Ratio	1.21	Sales past 5Y	-4.87%	Gross Margin	66.59%	52W Low	77.57%	ATR (14)	0.38
Dividend Ex-Date	-	Current Ratio	1.33	EPS Y/Y TTM	94.21%	Oper. Margin	-2.85%	RSI (14)	66.71	Volatility	5.10% 3.77%
Employees	-	Debt/Eq	0.15	Sales Y/Y TTM	12.00%	Profit Margin	-1.35%	Recom	3.00	Target Price	7.50
Option/Short	Yes / Yes	LT Debt/Eq	0.15	EPS Q/Q	79.99%	Payout	-	Rel Volume	0.88	Prev Close	9.78
Sales Surprise	1.46%	EPS Surprise	-80.95%	Sales Q/Q	9.55%	Earnings	Dec 11 BMO	Avg Volume	267.27K	Price	9.66
SMA20	8.93%	SMA50	16.35%	SMA200	28.52%	Trades		Volume	235,289	Change	-1.23%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-29-22	Downgrade	Stifel	Buy → Hold	$8 → $6
Jun-29-22	Downgrade	Evercore ISI	Outperform → In-line	$12 → $5
Jun-28-22	Downgrade	William Blair	Outperform → Mkt Perform
Apr-05-22	Downgrade	Needham	Buy → Hold
Dec-22-21	Downgrade	Wedbush	Outperform → Neutral	$17
Jul-27-21	Initiated	William Blair	Outperform
Mar-05-21	Upgrade	Evercore ISI	In-line → Outperform	$40
Feb-18-21	Initiated	Stifel	Buy	$42

Jan-15-25 08:21AM	Cognyte gets $1M follow-on order from North American law enforcement agency (TipRanks) +9.10%
Jan-14-25 08:07AM	Cognyte Strengthens North American Footprint with Follow-On Order from Leading Law Enforcement Agency (Business Wire)
Jan-08-25 04:00PM	Cognyte to Participate in 27th Annual Needham Growth Conference (Business Wire)
Jan-07-25 08:00AM	Cognyte Appoints Nadav Argaman, Former Director of the Israel Security Agency, as Senior Advisor (Business Wire)
Dec-17-24 08:00AM	Cognyte Secures Contract with New Tier-1 Law Enforcement Agency Customer in EMEA (Business Wire)
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Dec-11-24 07:00AM	Cognyte Reports Third Quarter Fiscal 2025 Financial Results (Business Wire)
Dec-10-24 07:03AM	What To Expect From Cognyte Software Ltd (CGNT) Q3 2025 Earnings (GuruFocus.com)
Dec-09-24 08:00AM	National Security Agency in EMEA Strengthens Public Safety With $20-Plus Million Cognyte Follow-on Order (Business Wire)
Dec-04-24 04:10PM	Cognyte Intelligence Summit 2024 Showcases AI-Powered Innovations to Tackle Emerging Threats (Business Wire)
Dec-03-24 08:00AM	Cognyte to Announce Third Quarter FYE25 Financial Results on December 11, 2024 (Business Wire)
Nov-21-24 08:51AM	Leading North American Law Enforcement Agency Places $2M-Plus Follow-On Order with Cognyte (Business Wire) +8.98%
Nov-18-24 08:00AM	APAC Customer Enhances Border Security with Over $10M Investment in Cognyte Solutions (Business Wire)
Nov-12-24 07:44AM	Cognyte Announces Board Authorization of $20 Million Share Repurchase Program (Business Wire) +5.20%
Nov-11-24 08:00AM	APAC Law Enforcement Agency Secures Borders and Enhances Safety with Cognyte $10-Plus Million Expansion (Business Wire)
Nov-07-24 04:00PM	Cognyte to Participate in the Needham Virtual Infrastructure, Data Analytics Software & Cloud Communications Conference (Business Wire)
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Oct-31-24 08:00AM	Cognyte Customer in EMEA Safeguards National Interests with $20-plus Million Agreement (Business Wire)
Sep-12-24 08:00AM	Cognyte Recognized for its LUMINAR Solution In the 2024 Gartner Emerging Tech: The Future of Cyberthreat Intelligence Research (Business Wire)
Sep-10-24 07:00AM	Cognyte Reports Strong Second Quarter Fiscal 2025 Financial Results (Business Wire) -13.04%
Sep-09-24 09:01AM	What To Expect From Cognyte Software Ltd (CGNT) Q2 2025 Earnings (GuruFocus.com)
Sep-04-24 01:36PM	Cognyte Shareholders Reelect Both of the Companys Director Nominees and Support the Proposal to Approve Amendments to the CEOs Compensation Plan at Annual Meeting (Business Wire)
Aug-29-24 01:00PM	Value Bases proposals receive support of Neuberger Berman, a leading global investment manager and a top shareholder of Cognyte, which intends to vote at the Cognyte Software AGM: (Business Wire)
11:47AM	Cognyte to Announce Second Quarter FYE25 Financial Results on September 10, 2024 (Business Wire)
10:10AM	Value Base Announces that Leading Independent Proxy Advisory Firm Glass Lewis Recommends Cognyte Shareholders Vote AGAINST Chairman Earl Shanks (Business Wire)
09:52AM	Leading Proxy Advisory Firm Glass Lewis Concludes that Replacing a Cognyte Director with Value Base's Nominee Is "Not Warranted at this Time" (Business Wire)
Aug-27-24 07:00PM	EMDA, a leading Israeli Proxy Advisor, backs Value Base at the Cognyte Software Limited ("Cognyte") Shareholder Meeting (Business Wire)
09:15AM	Cognyte Issues Letter to Shareholders Highlighting Recent Progress and Momentum (Business Wire)
Aug-20-24 08:51PM	Leading Independent Proxy Advisory Firm ISS Recommends Cognyte Shareholders Vote FOR Earl Shanks and Elad Sharon, AGAINST Value Base Funds Nominee Tal Yaacobi, and FOR the Proposal to Approve the Amendments to Cognytes CEO Compensation Plan (Business Wire)
06:45PM	Value Base Urges Cognyte Shareholders to Vote for its Highly Qualified Director Candidate and Against Certain Company Proposals (Business Wire)
09:27AM	Cognyte Releases Investor Presentation Highlighting Business Momentum in Advance of Annual Meeting (Business Wire)
Aug-15-24 04:30PM	National Security Agency in APAC Ramps Up Solution Capacity with $4 Million Cognyte Order (Business Wire)
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Aug-12-24 07:00AM	Cognyte Software Sends Letter to Shareholders Highlighting the Companys Operational Performance and Recent Business Improvements (Business Wire)
Aug-07-24 08:32AM	Cognyte Confirms Receipt of Director Nomination from Value Base (Business Wire)
Jul-10-24 04:00PM	Cognyte Secures $10 Million Expansion with National Security Agency in EMEA (Business Wire)
Jun-20-24 08:01AM	Cognyte Software Ltd. (NASDAQ:CGNT) Q1 2025 Earnings Call Transcript (Insider Monkey)
Jun-18-24 11:52AM	CGNT Stock Earnings: Cognyte Software Beats EPS, Beats Revenue for Q1 2025 (InvestorPlace) -5.12%
07:00AM	Cognyte Reports First Quarter Fiscal 2025 Financial Results (Business Wire)
Jun-12-24 04:00PM	New Cognyte Survey: AI Is Becoming Essential for Law Enforcement Investigations (Business Wire)
Jun-10-24 04:00PM	Cognyte to Announce First Quarter FYE25 Financial Results on June 18, 2024 (Business Wire)
May-20-24 04:00PM	Cognyte to Participate in the TD Cowen 52nd Annual Technology, Media & Telecom Conference (Business Wire)
May-08-24 08:00AM	Cognyte Strengthens Relationship with National Intelligence Organization, Secures Approximately $5 Million Follow-On Order (Business Wire)
May-06-24 04:00PM	Cognyte to Participate in the 19th Annual Needham Technology, Media, & Consumer Conference (Business Wire)
Apr-10-24 09:39AM	Cognyte Software Ltd. (NASDAQ:CGNT) Q4 2024 Earnings Call Transcript (Insider Monkey)
Apr-09-24 11:53AM	CGNT Stock Earnings: Cognyte Software Beats EPS, Beats Revenue for Q4 2024 (InvestorPlace) -13.56%
07:00AM	Cognyte Reports Fourth Quarter and Fiscal Year Ended January 31, 2024 Financial Results (Business Wire)
Apr-08-24 08:00AM	Cognyte Appoints Two Veteran Industry Leaders to Board of Directors (Business Wire)
Mar-28-24 08:00AM	Cognyte to Announce Fourth Quarter and Full Year FY2024 Financial Results on April 9, 2024 (Business Wire)
Feb-05-24 02:00PM	Cognyte Rings Nasdaq Opening Bell to Celebrate Thirty Years In the Industry, Third Anniversary as Publicly Traded Company (Business Wire)
Jan-22-24 07:00AM	Cognyte Announces New Release of LUMINAR Cyber Threat Intelligence Offering with GenAI Capabilities to Bring Added Value to Customers (Business Wire) +6.40%
Jan-08-24 08:30AM	Cognyte to Participate in the 26th Annual Needham Growth Conference (Business Wire)
Dec-19-23 08:15AM	Cognyte Software Ltd. (NASDAQ:CGNT) Q3 2024 Earnings Call Transcript (Insider Monkey)
Dec-13-23 12:51PM	CGNT Stock Earnings: Cognyte Software Beats EPS, Beats Revenue for Q3 2024 (InvestorPlace)
07:00AM	Cognyte Announces Third Quarter Fiscal 2024 Results (Business Wire)
Dec-06-23 08:00AM	Cognyte to Announce Third Quarter FY2024 Financial Results on December 13, 2023 (Business Wire)
Nov-09-23 08:00AM	Cognyte to Participate in the 5th Annual Needham Virtual Infrastructure, Data Analytics Software, & Cloud Communications Conference (Business Wire)
Sep-13-23 08:39AM	Cognyte Software Ltd. (NASDAQ:CGNT) Q2 2024 Earnings Call Transcript (Insider Monkey)
Sep-12-23 07:00AM	Cognyte Announces Second Quarter Fiscal 2024 Results (Business Wire) +24.03%
Sep-05-23 04:00PM	Cognyte to Announce Second Quarter FY2024 Financial Results on September 12, 2023 (Business Wire)
Jul-11-23 08:00AM	Cognyte Announces Changes to its Board of Directors (Business Wire)
Jun-17-23 08:39AM	Cognyte Software Ltd. (NASDAQ:CGNT) Q1 2024 Earnings Call Transcript (Insider Monkey)
Jun-16-23 06:20AM	Cognyte Software First Quarter 2024 Earnings: US$0.13 loss per share (vs US$0.45 loss in 1Q 2023) (Simply Wall St.)
Jun-15-23 07:00AM	Cognyte Announces First Quarter Fiscal 2024 Results (Business Wire) +6.28%
Jun-07-23 08:30AM	Cognyte to Announce First Quarter FY2024 Financial Results on June 15, 2023 (Business Wire)
May-09-23 09:00AM	Cognyte Announces Appointment of Avi Cohen to Board of Directors (Business Wire)
Apr-11-23 07:00AM	Cognyte Announces Fourth Quarter and Fiscal Year Ended January 31, 2023 Results (Business Wire) +18.77%
Apr-04-23 04:00PM	Cognyte to Announce Fourth Quarter and Full-Year FY2023 Financial Results on April 11, 2023 (Business Wire)
Jan-05-23 04:05PM	Cognyte to Participate in the 25th Annual Needham Growth Conference (Business Wire)
Dec-20-22 07:00AM	Cognyte Announces Third Quarter Results (Business Wire) +13.19%
Dec-12-22 04:05PM	Cognyte to Announce Third Quarter FY2023 Financial Results on December 20, 2022 (Business Wire)
Oct-19-22 08:00AM	Cognyte to Divest a Portion of Threat Intelligence Analytics Offering (Business Wire) +7.58%
Sep-28-22 07:00AM	Cognyte Announces Second Quarter Results (Business Wire) +7.50%
Sep-20-22 08:30AM	Cognyte to Announce Second Quarter FY2023 Financial Results on September 28, 2022 (Business Wire)
Jun-28-22 07:00AM	Cognyte Announces First Quarter Results (Business Wire) -28.66%
Jun-21-22 04:05PM	Cognyte to Announce First Quarter FY2023 Financial Results on June 28, 2022 (Business Wire) +6.01%
May-24-22 08:30AM	Cognyte Expands its Strategic Partner Program to Drive Business Growth (Business Wire) -6.22%
Apr-05-22 07:00AM	Cognyte Announces Fourth Quarter and Fiscal Year Ended January 31, 2022 Results (Business Wire) -31.13%
Mar-29-22 07:49PM	The past year for Cognyte Software (NASDAQ:CGNT) investors has not been profitable (Simply Wall St.)
Mar-23-22 04:05PM	Cognyte to Announce Fourth Quarter and FY2022 Full-Year Financial Results on April 5, 2022 (Business Wire)
Feb-17-22 03:00AM	Zero-Click Hacks Are Growing in Popularity. Theres Practically No Way to Stop Them (Bloomberg)
Feb-07-22 09:38AM	Re Advisers Corp Buys Chevron Corp, Corning Inc, Boston Scientific Corp, Sells NVIDIA Corp, ... (GuruFocus.com)
Feb-01-22 05:38PM	Eagle Global Advisors Llc Buys Energy Transfer LP, Charles Schwab Corp, Qualcomm Inc, Sells ... (GuruFocus.com) -7.03%
Jan-31-22 01:38PM	Lapides Asset Management, LLC Buys NCR Corp, Euronet Worldwide Inc, Adtran Inc, Sells , Cognyte ... (GuruFocus.com)
Jan-28-22 05:17AM	Cognyte Software (NASDAQ:CGNT) Could Be Struggling To Allocate Capital (Simply Wall St.)
Jan-27-22 01:38PM	Lannebo Fonder AB Buys Autodesk Inc, Veeva Systems Inc, Sells NVIDIA Corp, Cognyte Software, ... (GuruFocus.com)
Jan-07-22 08:30AM	Cognyte to Participate in the 24th Annual Needham Virtual Growth Conference (Business Wire)
Dec-21-21 07:30AM	Cognyte Announces Third Quarter Results (Business Wire) -7.70%
Dec-19-21 06:38AM	Timothy Plan Israel Common Values Fund Buys Kornit Digital, Fattal Holdings (1998), Energean ... (GuruFocus.com)
Dec-16-21 08:30AM	Frost & Sullivans 2021 Digital Intelligence Solutions Report Names Cognyte a Leader in the Global Digital Intelligence Market (Business Wire)
Dec-08-21 08:30AM	Cognyte to Announce Third Quarter Financial Results on December 21, 2021 (Business Wire)
Nov-19-21 10:48AM	Cathie Wood Pulls the Trigger on These 3 Strong Buy Stocks (TipRanks)
Oct-29-21 07:08AM	Should You Be Worried About Cognyte Software Ltd.'s (NASDAQ:CGNT) 4.2% Return On Equity? (Simply Wall St.)
Oct-21-21 08:00AM	Cognyte Wins "Milipol Innovation Award 2021" (Business Wire)
Sep-20-21 07:30AM	Cognyte Announces Second Quarter Results (Business Wire) -13.70%
Sep-09-21 08:30AM	Cognyte to Announce Second Quarter Financial Results on September 20, 2021 (Business Wire)
Jul-12-21 08:07AM	5 Strong Buy Tech Stocks with at Least 30% Upside Potential (TipRanks)
Jun-22-21 08:28AM	Tuesdays Pre-Market: Heres What You Need to Know Before the Market Opens (TipRanks)
07:30AM	Cognyte Starts as a Separate Public Company with Strong First Quarter Results (Business Wire)
Jun-14-21 08:30AM	Cognyte to Announce First Quarter Financial Results on June 22, 2021 (News Direct)
May-12-21 08:00AM	Cognyte Announces Participation in Upcoming Investor Conferences (PR Newswire)
Apr-29-21 08:24AM	Cognyte Software Announces Q4 and Fiscal Year Ended January 31, 2021 Results (PR Newswire)
06:30AM	Cognyte Software Ltd to Host Earnings Call (ACCESSWIRE)

Cognyte Software Ltd. engages in the development and provision of security analytics software. Its products are mainly used by governments and enterprises. The company was founded on May 21, 2020 and is headquartered in Herzliya Pituach, Israel.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rotem Ilan	Officer	Jan 16 '25	Proposed Sale	9.59	10,000	95,900		Jan 17 06:30 AM
Barel Amir	Officer	Jan 16 '25	Proposed Sale	9.59	8,334	79,923		Jan 17 06:22 AM
Barel Amir	Officer	Dec 13 '24	Proposed Sale	8.97	9,917	88,955		Dec 16 08:05 AM
Cohen Gil	Officer	Sep 13 '24	Proposed Sale	6.31	15,123	95,426		Sep 16 06:18 AM
Topline Capital Partners, LP	10% Owner	Sep 11 '24	Buy	6.31	553,591	3,493,159	8,604,144	Sep 12 06:40 PM
Topline Capital Partners, LP	10% Owner	Sep 12 '24	Buy	6.30	416,040	2,621,052	9,020,184	Sep 12 06:40 PM
Topline Capital Management, LL		Sep 11 '24	Buy	6.31	553,591	3,493,159	8,604,144	Sep 12 06:31 PM
Topline Capital Management, LL		Sep 12 '24	Buy	6.30	416,040	2,621,052	9,020,184	Sep 12 06:31 PM

ISDR ACCESS Newswire Inc daily Stock Chart

Peers: ADBE INTU DOCU DLX BOX HPQ JNPR ETSY XRX EBAY

Index	-	P/E	-	EPS (ttm)	-0.35	Insider Own	26.35%	Shs Outstand	3.83M	Perf Week	11.91%
Market Cap	35.66M	Forward P/E	-	EPS next Y	-	Insider Trans	4.98%	Shs Float	2.82M	Perf Month	-4.76%
Income	-1.32M	PEG	-	EPS next Q	0.03	Inst Own	43.03%	Short Float	0.10%	Perf Quarter	-11.68%
Sales	29.14M	P/S	1.22	EPS this Y	-110.16%	Inst Trans	2.02%	Short Ratio	0.32	Perf Half Y	-0.53%
Book/sh	9.20	P/B	1.01	EPS next Y	-	ROA	-2.08%	Short Interest	0.00M	Perf Year	-40.61%
Cash/sh	1.07	P/C	8.72	EPS next 5Y	-	ROE	-3.73%	52W Range	7.61 - 16.92	Perf YTD	4.03%
Dividend Est.	-	P/FCF	11.69	EPS past 5Y	-3.65%	ROI	-2.71%	52W High	-45.05%	Beta	0.77
Dividend TTM	-	Quick Ratio	0.80	Sales past 5Y	20.30%	Gross Margin	65.22%	52W Low	22.21%	ATR (14)	0.50
Dividend Ex-Date	Jul 24, 2018	Current Ratio	0.80	EPS Y/Y TTM	-195.32%	Oper. Margin	2.06%	RSI (14)	53.40	Volatility	6.50% 6.24%
Employees	136	Debt/Eq	0.50	Sales Y/Y TTM	-11.64%	Profit Margin	-4.54%	Recom	1.00	Target Price	13.00
Option/Short	No / Yes	LT Debt/Eq	0.39	EPS Q/Q	-270.31%	Payout	0.00%	Rel Volume	2.75	Prev Close	8.89
Sales Surprise	-2.62%	EPS Surprise	-15.00%	Sales Q/Q	-8.14%	Earnings	Nov 07 AMC	Avg Volume	8.98K	Price	9.30
SMA20	4.22%	SMA50	-2.03%	SMA200	-6.37%	Trades		Volume	24,664	Change	4.61%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-07-18	Initiated	Northland Capital	Outperform

Jan-16-25 09:02AM	Issuer Direct Corp Re-names and Re-brands as ACCESS Newswire Inc.: A Bold Step Toward the Future of Communications (ACCESS Newswire)
Dec-23-24 09:40AM	Should Value Investors Buy Issuer Direct (ISDR) Stock? (Zacks)
Dec-05-24 09:40AM	Should Value Investors Buy Issuer Direct (ISDR) Stock? (Zacks)
Nov-27-24 07:00AM	DealFlow Events Unveils First Wave of Companies for The Microcap Conference in January 2025 (ACCESS Newswire)
Nov-19-24 09:40AM	Are Investors Undervaluing Issuer Direct (ISDR) Right Now? (Zacks)
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Nov-08-24 02:28AM	Issuer Direct Corp (ISDR) Q3 2024 Earnings Call Highlights: Navigating Revenue Challenges with ... (GuruFocus.com)
Nov-07-24 10:35AM	Issuer Direct Corporation (ISDR) Q3 Earnings and Revenues Lag Estimates (Zacks)
08:55AM	Issuer Direct Reports Third Quarter 2024 Results (ACCESSWIRE)
Nov-01-24 10:00AM	Issuer Direct Corporation to Host Third Quarter and Earnings Conference Call on November 7, 2024 (ACCESSWIRE)
Sep-25-24 09:40AM	Is Issuer Direct (ISDR) Stock Undervalued Right Now? (Zacks) +8.57%
Sep-09-24 09:40AM	Should Value Investors Buy Issuer Direct (ISDR) Stock? (Zacks) +9.87%
Sep-05-24 09:45AM	ACCESSWIRE, Leader in Press Release Distribution, is the Title Sponsor of This Years PRSA Southeast District Conference (ACCESSWIRE)
Aug-23-24 09:40AM	Are Investors Undervaluing Issuer Direct (ISDR) Right Now? (Zacks)
Aug-08-24 05:20PM	Issuer Direct Corporation (ISDR) Tops Q2 Earnings and Revenue Estimates (Zacks) +5.11%
04:01PM	Issuer Direct Reports Second Quarter 2024 Results (ACCESSWIRE)
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Aug-01-24 09:45AM	Issuer Direct Corporation to Host Second Quarter and Earnings Conference Call on August 8, 2024 (ACCESSWIRE)
Jul-01-24 10:45AM	Issuer Direct Announces New Board of Directors to Support Next Chapter of Growth (ACCESSWIRE)
May-29-24 09:05AM	ACCESSWIRE, Leader in Press Release Distribution, to Sponsor PR Daily Media Relations Conference (ACCESSWIRE)
May-24-24 09:05AM	Issuer Direct Set to Sponsor the 37th Annual CIRI Conference in Calgary (ACCESSWIRE)
May-13-24 11:51AM	Issuer Direct Corporation (AMEX:ISDR) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 11:33AM	Q1 2024 Issuer Direct Corp Earnings Call (Thomson Reuters StreetEvents) -16.60%
May-09-24 05:15PM	Issuer Direct Corporation (ISDR) Lags Q1 Earnings and Revenue Estimates (Zacks)
04:01PM	Issuer Direct Reports First Quarter 2024 Results - First Quarter Revenue of $7.0 million, a Decrease of 19% from Q1 2023 (ACCESSWIRE)
May-02-24 09:05AM	Issuer Direct Corporation to Host First Quarter 2024 Earnings Conference Call on May 9, 2024 (ACCESSWIRE)
Apr-29-24 09:00AM	Keynotes, Educational Panels and 96 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 30 - May 2, 2024 at the Paris Hotel & Casino in Las Vegas, NV (ACCESSWIRE)
Apr-25-24 09:01AM	Issuer Direct, a Leader in Investor Relations, is a Gold Sponsor at This Year's Planet MicroCap Showcase in Las Vegas (ACCESSWIRE)
Apr-24-24 09:05AM	Issuer Direct, a Leader in Investor Relations & Public Relations, Set to Present at and Sponsor This Year's Planet MicroCap Showcase in Las Vegas (ACCESSWIRE)
Apr-02-24 09:01AM	Newswire Earns 23 Badges in G2s Spring 2024 Report Including Best Usability (ACCESSWIRE)
Apr-01-24 09:01AM	ACCESSWIRE Earns 14 Badges Including High Performer in G2's Spring 2024 Report (ACCESSWIRE)
Mar-25-24 10:01AM	Issuer Direct Announces the Launch of the ACCESSWIRE Media Suite, an All-in-One Solution for Media Engagement (ACCESSWIRE)
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Mar-08-24 10:10AM	Issuer Direct Corporation (AMEX:ISDR) Q4 2023 Earnings Call Transcript (Insider Monkey) -7.76%
Mar-07-24 04:01PM	Issuer Direct Reports Fourth Quarter and Full Year 2023 Results - Quarterly Revenue of $7.5 million, an increase of 6% from Q4 2022 (ACCESSWIRE)
Mar-04-24 03:45PM	Issuer Direct Corporation to Host Fourth Quarter and FY 2023 Earnings Conference Call on March 7, 2024 (ACCESSWIRE)
Feb-20-24 09:01AM	Issuer Direct Proudly Partners with ASTA-USA Translation Services to Expand its Language Translation Offerings (ACCESSWIRE)
Feb-15-24 09:01AM	Issuer Direct to Sponsor The Conference Board's Corporate Communications Conference in New York City (ACCESSWIRE)
Feb-08-24 10:30AM	Issuer Direct Set to Exhibit at the 2024 PDAC Convention in Toronto (ACCESSWIRE)
Jan-18-24 09:01AM	Issuer Direct Set to Exhibit and Sponsor the 2024 Vancouver Resource Investment Conference (ACCESSWIRE)
Jan-09-24 09:46AM	Newswire Unveils its Media Suite, an All-in-One Solution for Media Engagement (ACCESSWIRE)
Dec-20-23 07:15AM	Newswire Named Leader in Press Release Distribution in G2's Winter 2024 Report (ACCESSWIRE)
Dec-18-23 11:00AM	ACCESSWIRE Scores Top Honors in G2s Winter 2024 Report Including, Best Usability (ACCESSWIRE)
Dec-04-23 06:00AM	Bear of the Day: Issuer Direct (ISDR) (Zacks)
Dec-01-23 10:01AM	Build Better Journalist Relationships with These Three Tips from ACCESSWIRE (ACCESSWIRE)
Nov-21-23 10:01AM	ACCESSWIREs Press Release Optimizer Gives Brands the Visibility Boost they Need to Stand Out (ACCESSWIRE)
Nov-15-23 10:01AM	ACCESSWIRE Strengthens PRSA Partnership as a Platinum Sponsor of This Years NCPRSA Strategic Communications Conference and InSpire Awards (ACCESSWIRE)
Nov-10-23 02:42PM	Issuer Direct Corporation (AMEX:ISDR) Q3 2023 Earnings Call Transcript (Insider Monkey) -14.25%
Nov-09-23 04:01PM	Issuer Direct Reports Third Quarter 2023 Results - Quarterly Revenue of $7.6 Million, an Increase of 43% from Q3 2022 (ACCESSWIRE) +5.14%
Nov-02-23 10:00AM	Issuer Direct to Host Third Quarter 2023 Earnings Conference Call November 9, 2023 (ACCESSWIRE) +7.33%
Oct-31-23 06:15PM	Quad/Graphics (QUAD) Q3 Earnings Top Estimates (Zacks)
Oct-12-23 10:00AM	Newswire, a Bronze-Level Sponsor, is Set to Exhibit at PRSA's ICON 2023 (ACCESSWIRE)
Sep-25-23 10:00AM	Newswire Lands EquityMultiple CEO a Quote in HousingWires Article About Mortgage Rates (ACCESSWIRE)
Sep-18-23 10:00AM	ACCESSWIRE Launches its Press Release Optimizer to Help Companies Expand Reach and Increase Brand Visibility (ACCESSWIRE)
Sep-13-23 10:00AM	Newswire Earns 20 Badges in G2's Fall Report, Including Small Business Leader (ACCESSWIRE)
10:00AM	ACCESSWIRE Named High Performer, Among Other Accolades in G2's Fall 2023 Report (ACCESSWIRE)
Sep-12-23 10:00AM	Digitunity's Scot Henley Talks Digital Divide in Authority Magazine Interview Facilitated by Newswire (ACCESSWIRE)
Sep-05-23 01:20PM	ADHD Online Featured in Local Business Publication With Newswire's Help (ACCESSWIRE)
10:00AM	ACCESSWIRE, Leader in Press Release Distribution Launches New Website, Unveils Extended Offerings (ACCESSWIRE)
09:00AM	Keynote Speakers and 34 Companies to Present at the Planet MicroCap Showcase: VANCOUVER on September 6-7, 2023 at the Fairmont Waterfront Vancouver (ACCESSWIRE)
Aug-29-23 10:00AM	Consistent Press Release Distribution Can Increase Exposure for Companies (ACCESSWIRE) +7.55%
Aug-25-23 11:45AM	Newswire Shares the Basics of an Embargoed Press Release (ACCESSWIRE)
Aug-23-23 10:00AM	Learn How to Write Click-Worthy Press Release Headlines with the Help of Newswire's Smart Start Guide (ACCESSWIRE)
Aug-21-23 10:00AM	Press Release Distribution and Lead Generation: Newswire Explains the Connection (ACCESSWIRE)
Aug-18-23 10:00AM	Newswire Continues to Help Companies Drive Website Traffic and Expand Reach with Press Release Distribution (ACCESSWIRE)
Aug-17-23 10:00AM	5 Press Release Campaign Ideas to Consider (ACCESSWIRE)
Aug-15-23 09:00AM	Media Pitching can Maximize a Press Release's Reach (ACCESSWIRE)
Aug-13-23 07:08AM	Issuer Direct Corporation (AMEX:ISDR) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-11-23 05:51AM	Q2 2023 Issuer Direct Corp Earnings Call (Thomson Reuters StreetEvents) +7.86%
Aug-10-23 04:02PM	Issuer Direct Reports Second Quarter 2023 Results - Record Quarterly Revenue of $9.7 million, an Increase of 66% from Q2 2022 (ACCESSWIRE)
Aug-03-23 09:35AM	Issuer Direct to Host Second Quarter 2023 Earnings Conference Call August 10, 2023 (ACCESSWIRE)
Jul-26-23 01:30PM	Northland Capital Markets Institutional Investor Conference (ACCESSWIRE)
Jul-20-23 09:00AM	Issuer Direct Announces Sponsorship of the Second-Annual Marge "Madness" Breast Cancer Fundraiser Golf Tournament (ACCESSWIRE)
Jul-18-23 10:30AM	Newswire Launches AImee: AI Writing Assistant and Recommendation Engine (ACCESSWIRE)
Jun-20-23 10:30AM	ACCESSWIRE, a Global Press Release Distribution Service, Solidifies Spot as Industry Leader with 13 Badges in G2's Summer 2023 Report (ACCESSWIRE)
Jun-08-23 09:00AM	Issuer Direct to Exhibit at the South Carolina Bankers Associations 123rd Annual Conference in Charleston (ACCESSWIRE)
Jun-05-23 10:00AM	ACCESSWIRE, Leader in Press Release Distribution Services, Set to Sponsor 55th Bell Ringer Awards (ACCESSWIRE)
May-24-23 10:00AM	Issuer Direct Set to Exhibit at CIRIs 36th Annual Investor Relations Conference (ACCESSWIRE)
May-18-23 10:00AM	Newswire Earns Top Spot as Press Release Distribution Leader According to G2 (ACCESSWIRE)
May-16-23 09:00AM	Issuer Direct Introduces Artificial Intelligence (AI) Writing Assistant & Recommendation Engine: "AImee" (ACCESSWIRE)
May-11-23 05:55PM	Issuer Direct Corporation (ISDR) Q1 Earnings and Revenues Surpass Estimates (Zacks) +7.57%
04:01PM	Issuer Direct Reports First Quarter 2023 Results - Record First Quarter Revenue of $8.6 million, an Increase of 63% from Q1 2022 (ACCESSWIRE)
May-04-23 09:00AM	Issuer Direct to Host First Quarter 2023 Earnings Conference Call May 11, 2023 (ACCESSWIRE)
Apr-26-23 10:45AM	ACCESSWIRE Continues Strong Partnership with PRSA as Gold-Level Sponsor at this Year's Employee Communications Connect23 Conference (ACCESSWIRE)
Apr-24-23 09:00AM	Keynotes, Educational Panels and 77 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 25-27, 2023 at the Horseshoe Hotel & Casino in Las Vegas, NV (ACCESSWIRE)
Apr-19-23 09:30AM	Issuer Direct Announces Series of Investor Presentations During the Second Quarter 2023 (ACCESSWIRE)
Apr-03-23 10:00AM	ACCESSWIRE, a Global Press Release Distribution Service is Once Again Leading the Way in G2s Spring 2023 Report (ACCESSWIRE)
Mar-30-23 12:00PM	ACCESSWIRE to Exhibit at the Pharma PR & Communications Summit (ACCESSWIRE)
Mar-29-23 10:00AM	Issuer Direct Executive Named Inspiring CEO by C Level Focus Magazine (ACCESSWIRE)
Mar-23-23 08:55AM	ACCESSWIRE Joins NCPRSA to Host Lunch and Learn About Communication Strategy Planning (ACCESSWIRE)
Mar-22-23 09:25AM	Issuer Direct Announces Long Term Debt Financing (ACCESSWIRE)
Mar-21-23 10:00AM	Issuer Direct, an Industry Leader in Investor Relations is Set to Attend the Fifth Annual NIRI Southeast Conference (ACCESSWIRE)
Mar-08-23 10:15AM	Issuer Direct Celebrates International Women's Day as Jennifer Hammers is Named Inspiring Woman Leader by Industry Era Women Leaders Magazine (ACCESSWIRE)
Mar-06-23 10:00AM	ACCESSWIRE Launches Canadian Website as it Continues to Expand Its Footprint in Canada (ACCESSWIRE) -11.16%
05:59AM	Issuer Direct Corporation (AMEX:ISDR) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-02-23 07:45PM	Issuer Direct Corporation (ISDR) Q4 Earnings Miss Estimates (Zacks)
04:01PM	Issuer Direct Reports Fourth Quarter and Full Year 2022 Results - Record Fourth Quarter Revenue of $7.1 million, an Increase of 25% from Q4 2021 (ACCESSWIRE)
Mar-01-23 09:00AM	Issuer Direct Set to Exhibit at the Sold-Out PDAC Tradeshow in Toronto (ACCESSWIRE)
Feb-23-23 07:10PM	Acco Brands (ACCO) Misses Q4 Earnings and Revenue Estimates (Zacks)
Feb-17-23 10:55AM	Issuer Direct to Host Fourth Quarter and Year End 2022 Earnings Conference Call March 2, 2023 (ACCESSWIRE)
Feb-08-23 12:15PM	Issuer Direct Announces Sponsorship of the Palm Beach CorpGov Forum (ACCESSWIRE)
09:35AM	The MicroCap Rodeo to Host Virtual Edition of the 3rd Annual Winter Wonderland Best Ideas Conference (GlobeNewswire)
Feb-01-23 04:00PM	Agenda Announced for Feb 9 Palm Beach CorpGov Forum with Vinson & Elkins and NYSE (CorpGov.com)

Issuer Direct Corp. engages in the provision of communications and compliance technology solutions. The company offers Platform id., which eliminates the complexity associated with producing and distributing business communications and financial information. It services focuses on the communications, compliance, annual meeting and proxy, and transfer agency. The company was founded by Brian R. Balbirnie in October 1988 and is headquartered in Raleigh, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Topline Capital Management, LL		Aug 27 '24	Buy	9.65	19,826	191,321	705,150	Aug 29 06:35 PM
Topline Capital Management, LL		Aug 28 '24	Buy	9.76	4,114	40,153	709,264	Aug 29 06:35 PM
Topline Capital Partners, LP	10% Owner	Aug 27 '24	Buy	9.65	19,826	191,321	705,150	Aug 29 06:28 PM
Topline Capital Partners, LP	10% Owner	Aug 28 '24	Buy	9.76	4,114	40,153	709,264	Aug 29 06:28 PM
Topline Capital Management, LL		Jun 27 '24	Buy	7.83	22,469	175,932	685,324	Jun 28 04:26 PM
Topline Capital Management, LL		Jun 26 '24	Buy	7.80	4,744	37,003	662,855	Jun 28 04:26 PM
Topline Capital Partners, LP	10% Owner	Jun 27 '24	Buy	7.83	22,469	175,932	685,324	Jun 28 04:20 PM
Topline Capital Partners, LP	10% Owner	Jun 26 '24	Buy	7.80	4,744	37,003	662,855	Jun 28 04:20 PM
Topline Capital Management, LL		May 28 '24	Buy	9.46	36,559	345,848	643,699	May 30 07:47 PM
Topline Capital Management, LL		May 29 '24	Buy	9.28	14,412	133,743	658,111	May 30 07:47 PM
Topline Capital Partners, LP	10% Owner	May 28 '24	Buy	9.46	36,559	345,848	643,699	May 30 07:30 PM
Topline Capital Partners, LP	10% Owner	May 29 '24	Buy	9.28	14,412	133,743	658,111	May 30 07:30 PM
Topline Capital Management, LL		May 14 '24	Buy	9.97	30,000	299,100	607,140	May 14 08:56 PM
Topline Capital Management, LL		May 13 '24	Buy	9.83	14,062	138,229	577,140	May 14 08:56 PM
Topline Capital Management, LL		May 10 '24	Buy	10.00	7,027	70,270	563,078	May 14 08:56 PM
Topline Capital Partners, LP	10% Owner	May 14 '24	Buy	9.97	30,000	299,100	607,140	May 14 08:36 PM
Topline Capital Partners, LP	10% Owner	May 13 '24	Buy	9.83	14,062	138,229	577,140	May 14 08:36 PM
Topline Capital Partners, LP	10% Owner	May 10 '24	Buy	10.00	7,027	70,270	563,078	May 14 08:36 PM
BALBIRNIE BRIAN R	Director, CEO	Mar 22 '24	Buy	12.07	500	6,035	619,521	Mar 25 04:06 PM
Rein Graeme P.	Director	Mar 21 '24	Buy	11.98	4,131	49,489	201,745	Mar 25 08:43 AM
Rein Graeme P.	Director	Mar 22 '24	Buy	11.99	1,000	11,990	202,745	Mar 25 08:43 AM
Topline Capital Management, LL		Mar 15 '24	Buy	11.90	10,498	124,926	556,051	Mar 21 01:06 PM
Topline Capital Partners, LP	10% Owner	Mar 15 '24	Buy	11.90	10,498	124,926	556,051	Mar 21 12:28 PM
Rein Graeme P.	Director	Mar 19 '24	Buy	11.91	12,614	150,233	197,614	Mar 20 05:15 PM

Open in Screener

HGBL

Heritage Global Inc

Jan 17 • 04:00PM ET

2.03

Dollar change -0.04
Percentage change -1.93	%

Financial • Capital Markets • USA • NASD

HGBL Heritage Global Inc daily Stock Chart

Peers: RBA CTAS KAR MAN JCI TBI RHI HQY SNPS ADP

| Held by: VTI VXF IWC DFAC DFAS

Index	-	P/E	7.36	EPS (ttm)	0.28	Insider Own	12.25%	Shs Outstand	36.34M	Perf Week	2.53%
Market Cap	75.80M	Forward P/E	7.71	EPS next Y	0.26	Insider Trans	-1.51%	Shs Float	32.77M	Perf Month	18.02%
Income	10.28M	PEG	-	EPS next Q	0.06	Inst Own	31.50%	Short Float	0.09%	Perf Quarter	17.34%
Sales	49.88M	P/S	1.52	EPS this Y	-32.32%	Inst Trans	-0.98%	Short Ratio	0.39	Perf Half Y	-19.44%
Book/sh	1.82	P/B	1.12	EPS next Y	17.91%	ROA	11.88%	Short Interest	0.03M	Perf Year	-28.77%
Cash/sh	0.71	P/C	2.85	EPS next 5Y	-	ROE	16.77%	52W Range	1.52 - 3.09	Perf YTD	9.73%
Dividend Est.	-	P/FCF	4.58	EPS past 5Y	20.66%	ROI	15.15%	52W High	-34.30%	Beta	1.15
Dividend TTM	-	Quick Ratio	1.56	Sales past 5Y	27.38%	Gross Margin	68.19%	52W Low	33.55%	ATR (14)	0.08
Dividend Ex-Date	-	Current Ratio	1.78	EPS Y/Y TTM	-42.24%	Oper. Margin	18.30%	RSI (14)	70.21	Volatility	3.79% 4.26%
Employees	82	Debt/Eq	0.05	Sales Y/Y TTM	-15.59%	Profit Margin	20.60%	Recom	1.00	Target Price	4.17
Option/Short	No / Yes	LT Debt/Eq	0.03	EPS Q/Q	-44.19%	Payout	0.00%	Rel Volume	0.43	Prev Close	2.07
Sales Surprise	-22.15%	EPS Surprise	-55.02%	Sales Q/Q	-33.06%	Earnings	Nov 07 AMC	Avg Volume	72.38K	Price	2.03
SMA20	8.47%	SMA50	15.21%	SMA200	-0.46%	Trades		Volume	31,251	Change	-1.93%

Date	Action	Analyst	Rating Change	Price Target Change
May-30-23	Initiated	Craig Hallum	Buy

Jan-16-25 02:00PM	Heritage Global Partners & Cloud Investment Partners to Host Online Auction Featuring Aerospace Defense SATCOM Assets (Business Wire)
Nov-08-24 02:30AM	Heritage Global Inc (HGBL) Q3 2024 Earnings Call Highlights: Strategic Moves Amidst Mixed ... (GuruFocus.com)
Nov-07-24 04:10PM	Heritage Global Inc. Reports Third Quarter 2024 Results (Business Wire)
Oct-07-24 04:00PM	Heritage Global to Announce Third Quarter 2024 Results and Host Webcast on Thursday, November 7, 2024 (Business Wire)
Sep-27-24 07:56AM	Refurbished Laboratory Equipment Market Estimated to Reach USD 37.6 billion, Advancing at a CAGR of 5.1% by 2031: Analysis by Transparency Market Research, Inc. (GlobeNewswire)
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Aug-12-24 02:00PM	Heritage Global Partners to Conduct Two Major Online Auctions of Cue Health's Assets (Business Wire)
Aug-08-24 04:05PM	Heritage Global Inc. Reports Second Quarter 2024 Results (Business Wire) -16.88%
Jul-31-24 01:00PM	Heritage Global Partners to Host Exclusive Online Auction Featuring Premium Intellectual Property of Waitr Holdings Inc. - A Unique Opportunity for Innovators and Entrepreneurs (Business Wire)
Jul-08-24 04:00PM	Heritage Global to Announce Second Quarter 2024 Results and Host Webcast on Thursday, August 8, 2024 (Business Wire)
May-13-24 01:05PM	Heritage Global Partners and Integra Asset Solutions Host Exclusive Online Auction Featuring Furniture Manufacturing Equipment from Flexsteel Industries (Business Wire)
10:36AM	Heritage Global Inc. (NASDAQ:HGBL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 10:54PM	HGBL Stock Earnings: Heritage Glb Misses EPS, Misses Revenue for Q1 2024 (InvestorPlace) -7.66%
04:08PM	Heritage Global Inc. Reports First Quarter 2024 Results (Business Wire)
Apr-29-24 01:15PM	Heritage Global Partners to Host Exclusive Online Auction of Solar Assets by Order of US Bankruptcy Court (Business Wire)
09:00AM	Keynotes, Educational Panels and 96 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 30 - May 2, 2024 at the Paris Hotel & Casino in Las Vegas, NV (ACCESSWIRE)
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Apr-24-24 04:00PM	Heritage Global to Announce First Quarter 2024 Results and Host Webcast on Thursday, May 9, 2024 (Business Wire)
Apr-18-24 02:00PM	Heritage Global Inc. to Attend the Planet MicroCap Showcase: VEGAS 2024 (ACCESSWIRE)
Mar-26-24 01:00PM	Heritage Global, Inc. to Present at The LD Micro Invitational XIV on Tuesday, April 9, 2024 (Newsfile)
Mar-15-24 01:56PM	Heritage Global Inc. (NASDAQ:HGBL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-14-24 04:05PM	Heritage Global Inc. Reports Full Year 2023 Operating Income of $14.3 Million; Achieves $4.6 Million in Operating Income for Fourth Quarter 2023 (Business Wire)
Mar-07-24 08:30AM	Planet MicroCap Review Magazine for Winter/Spring 2024 Now Online (ACCESSWIRE)
Feb-21-24 06:39AM	Is This the Best Time to Add Heritage Global (HGBL) to Your Portfolio? (Insider Monkey)
Feb-14-24 04:05PM	Heritage Global to Announce Fourth Quarter and Year-End 2023 Results and Host Webcast on Thursday, March 14, 2024 (Business Wire)
Jan-23-24 01:00PM	Heritage Global, Inc. to Present at The Microcap Conference on Wednesday, January 31 and Thursday, February 1, 2024 (Newsfile)
Jan-16-24 01:00PM	Heritage Global, Inc. to Present at the Sequire Investor Summit in Puerto Rico (GlobeNewswire)
Jan-11-24 01:00PM	Heritage Global Partners, New Mill Capital, Federal Equipment Company and Keith Machinery Corp Acquire Pharmaceutical Site from Alkem Laboratories (Business Wire)
Nov-12-23 09:30AM	Heritage Global Inc. (NASDAQ:HGBL) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 04:05PM	Heritage Global Inc. Reports Strong Third Quarter 2023 Results (Business Wire) -19.25%
Nov-02-23 01:00PM	Heritage Global Valuations Appoints Gina Griffin as Senior Vice President (Business Wire)
Oct-17-23 01:00PM	Heritage Global, Inc. to Present at the Fall Foliage MicroCap Rodeo Conference on Wednesday, October 25, 2023 (ACCESSWIRE)
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Oct-10-23 12:30PM	Heritage Global to Present at the Virtual Tech Conference Series: Exploring All Corners of the Tech Sector, Presented by Maxim Group on Wednesday, October 11, 2023 (Business Wire)
Oct-09-23 04:05PM	Heritage Global to Announce Third Quarter 2023 Results and Host Webcast on Thursday, November 9, 2023 (Business Wire)
09:55AM	Maxim Group LLC to Host the Virtual Tech Conference Series: Exploring All Corners of the Tech Sector, on Tuesday, October 10th & Wednesday, October 11th at 8:30 A.M. E.T. (GlobeNewswire)
Sep-22-23 09:00AM	Heritage Global to Present at LD Micro Main Event XVI on Tuesday, October 3, 2023 (Newsfile)
Sep-21-23 09:00AM	Heritage Global Inc. Announces Filing of Form S-3 to Replace Expired Shelf Registration Statement (Business Wire)
Sep-15-23 01:10AM	Director Samuel Shimer Buys 10,000 Shares of Heritage Global Inc (GuruFocus.com)
Aug-10-23 04:05PM	Heritage Global Inc. Reports Net Operating Income of $3.1 Million for Second Quarter 2023; Record Net Operating Income of $7.0 Million for First Half of 2023 (Business Wire) -10.14%
Jul-25-23 01:00PM	Heritage Global Partners in Conjunction with Cloud Investment Partners to Host Online Auction Featuring Large Quantity of CFM56-3, 5A, 5B, 5C and 7B Surplus Parts Inventory No Longer Required by Skybus LLC (Business Wire)
Jul-10-23 09:05AM	Heritage Global to Announce Second Quarter 2023 Results and Host Webcast on Thursday, August 10, 2023 (Business Wire)
Jun-15-23 01:00PM	Heritage Global Capital Appoints Tony Spencer as Senior Vice President (Business Wire)
Jun-01-23 04:05PM	Heritage Global Announces New Upsized $17 Million Credit Facility with C3bank (Business Wire)
May-23-23 01:00PM	Heritage Global to Present at LD Micro Invitational XIII (Newsfile)
May-11-23 04:05PM	Heritage Global Inc. Achieves Record Net Operating Income of $3.9 Million and $0.08 Earnings Per Share for First Quarter 2023 (Business Wire)
Apr-24-23 09:00AM	Keynotes, Educational Panels and 77 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 25-27, 2023 at the Horseshoe Hotel & Casino in Las Vegas, NV (ACCESSWIRE)
09:00AM	Heritage Global to Announce First Quarter Results and Host Webcast on Thursday, May 11, 2023; Expects Record Net Operating Income (Business Wire)
Apr-19-23 01:00PM	Heritage Global Valuations Appoints Rick Wiorek as Director (Business Wire)
06:53AM	Daily Vickers Top Buyers & Sellers for 04/19/2023 (Argus Research)
Apr-05-23 01:00PM	Heritage Global Inc. to Present at the Planet MicroCap Showcase: VEGAS 2023 on Wednesday, April 26, 2023 & Hold 1x1 Meetings on Thursday, April 27, 2023 (ACCESSWIRE)
Mar-22-23 04:05PM	Heritage Global Announces Appointment of Bill Burnham to Board of Directors (Business Wire)
Mar-09-23 04:05PM	Heritage Global Inc. Achieves Record Net Operating Income of $11.1 Million and $0.42 Earnings Per Share for Full Year 2022 (Business Wire) +14.17%
Feb-16-23 12:10PM	Heritage Global to Present at Third Annual Winter Wonderland Best Ideas Virtual Investor Conference on February 22, 2023 (ACCESSWIRE)
Feb-15-23 08:30AM	Heritage Global to Announce Fourth Quarter and Year-End 2022 Results and Host Webcast on Thursday, March 9, 2023 (Business Wire)
Jan-17-23 10:52AM	Heritage Global Inc. to Present at the Q1 Virtual Investor Summit (Newsfile)
Jan-11-23 08:30AM	Heritage Global Capital Reaches $100 Million Milestone (Business Wire)
Dec-19-22 08:30AM	American Laboratory Trading & Heritage Global Partners to Host Massive Auction of Lab Equipment from Rubius Therapeutics Cambridge Facility (Business Wire)
Dec-12-22 08:30AM	HERITAGE GLOBAL INC. Raises Target for Full Year 2022 Net Operating Income to Exceed $10.0 Million (Business Wire) +5.04%
Nov-16-22 12:42PM	KILL Heritage Global Partners and Amgen Renew Master Agreement (Business Wire) -7.46%
Nov-13-22 07:48AM	Heritage Global Third Quarter 2022 Earnings: Beats Expectations (Simply Wall St.)
Nov-10-22 04:10PM	Heritage Global Inc. Achieves Significant Growth and Record Net Operating Income in the Third Quarter Of 2022 (Business Wire)
Nov-07-22 08:30AM	Heritage Global Capital Extends and Upsizes Senior Funding Facility (Business Wire)
Oct-20-22 08:25AM	Heritage Global to Announce Third Quarter 2022 Results and Host Webcast on Thursday, November 10, 2022 (Business Wire)
Oct-18-22 07:30AM	Heritage Global Inc. to Present at the LD Micro Main Event XV (Newsfile)
Oct-10-22 08:30AM	Heritage Global Partners to Conduct Public Foreclosure Sale for Assets of Forward Foods LLC (Business Wire) +6.49%
Oct-05-22 08:30AM	Heritage Global Inc. to Present at The MicroCap Rodeo Windy City Roundup 2022 on October 12, 2022 (ACCESSWIRE)
Sep-06-22 08:30AM	Heritage Global Partners Awarded New Global Vendor Contract With Pfizer (Business Wire)
Aug-23-22 08:30AM	National Loan Exchange to Present at Debt Connection Symposium & Expo (Business Wire)
Aug-16-22 03:00PM	Sidoti's August Micro-Cap Virtual Conference (ACCESSWIRE)
Aug-15-22 09:04AM	Heritage Global to Present at the Sidoti August Micro-Cap Virtual Conference (Business Wire)
Aug-10-22 04:10PM	Heritage Global Inc. Reports Significant Net Operating Growth in Second Quarter 2022; Achieves Improved Profitability (Business Wire)
Aug-09-22 08:00AM	Heritage Global Partners to Conduct State-of-The-Art Lab Equipment Auction From Former Covid-19 Test Site (Business Wire) +6.86%
Jul-27-22 08:30AM	Heritage Global to Announce Second Quarter 2022 Results And Host Webcast on Wednesday, August 10, 2022 (Business Wire)
Jul-11-22 08:30AM	Heritage Global Inc. Anticipates Significant Net Operating Growth in Second Quarter 2022 (Business Wire)
May-31-22 04:05PM	Heritage Global Inc. Appoints Vice President of Finance Brian Cobb as New Chief Financial Officer (Business Wire)
May-26-22 01:15PM	Heritage Global Inc. to Present at the LD Micro Invitational (Newsfile)
May-12-22 04:15PM	Heritage Global Inc. Reports Profitable First Quarter 2022 Results; Positioned to Benefit From Industry Tailwinds for Both Industrial and Financial Businesses (Business Wire) +21.06%
Apr-28-22 08:30AM	Heritage Global to Announce First Quarter 2022 Results and Host Webcast on Thursday, May 12, 2022 (Business Wire)
Apr-08-22 11:16AM	Heritage Globals National Loan Exchange Division Appoints Ashley Arens-Yager as Assistant Vice President Sale Operations (Business Wire)
Apr-06-22 05:13PM	Heritage Global Partners, New Mill Capital, Keith Machinery, and Federal Equipment Company Acquire Two St. Louis Area Pharmaceutical Plants (Business Wire)
Mar-24-22 04:05PM	Heritage Global to Participate in the 2022 Virtual Growth Conference Presented by Maxim Group LLC and Hosted by M-Vest on March 28th 30th from 9:00 a.m. - 5:00 p.m. EDT (Business Wire)
Mar-22-22 08:30AM	Heritage Global Partners Appoints Drew Valko as Director of Sales in the Midwest Region (Business Wire)
Mar-17-22 04:10PM	Heritage Global Inc. Delivers Continued Sequential Growth and Its Strongest Operating Income of the Year in Q4 2021 (Business Wire)
Mar-14-22 04:09PM	Heritage Global Inc. Announces Appointment of Chief Marketing Officer (Business Wire)
Mar-09-22 02:21PM	Heritage Global Reschedules Fourth Quarter and Year-End 2021 Results and Webcast to March 17, 2022 (Business Wire)
Mar-01-22 08:30AM	Heritage Global To Announce Fourth Quarter and Year-End 2021 Results and Host Webcast on March 10, 2022 (Business Wire)
Dec-22-21 04:05PM	Heritage Global Inc. Appoints Shirley Cho to Board of Directors (Business Wire)
Dec-07-21 10:15AM	Heritage Global Inc (HGBL) CEO Ross Dove Bought $50,043 of Shares (GuruFocus.com) +9.55%
Nov-16-21 08:30AM	Heritage Global Partners to Partner with The Branford Group & Williston Asset Management to Conduct Auction of Late Model Surplus Assets From a Leading Manufacturer of Wind Turbine Blades (Business Wire) -6.99%
Nov-10-21 04:05PM	Heritage Global Inc. Announces 2021 Third Quarter Results (Business Wire) -16.49%
Oct-28-21 08:30AM	Heritage Global Partners to Partner With Cloud Investment Partners to Conduct Auction of Rotable, Repairable and Expendable Parts for Boeing 737, Boeing 757, Boeing 767 and MD80 Aircraft No Longer Required by Jet X Aerospace (Business Wire)
Oct-27-21 08:30AM	Heritage Global To Announce Third Quarter 2021 Results And Host Webcast on November 10, 2021 (Business Wire)
Sep-30-21 08:30AM	Heritage Global Inc. to Present at LD Micro Main Event (Business Wire)
Sep-01-21 11:44AM	Heritage Global Inc. to Attend Lake Street Capital Markets Best Ideas Growth (Big5) Virtual Conference (Business Wire)
Aug-30-21 08:30AM	Heritage Global Partners, ViciNFT Launch Alliance for NFT and Digital Asset Management (Business Wire)
Aug-26-21 04:15PM	Heritage Global Partners Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) (Business Wire)
Aug-23-21 04:15PM	Heritage Global Partners Acquires American Laboratory Trading (Business Wire)
Aug-12-21 04:09PM	Heritage Global Inc. Announces 2021 Second Quarter Results (Business Wire) -5.31% -13.66%
Aug-06-21 02:36PM	Heritage Global To Announce Second Quarter 2021 Results And Host Webcast on August 12, 2021 (Business Wire)
Jul-27-21 08:30AM	Heritage Global Partners to Conduct its Fourth Online Auction on Behalf of Halliburton (Business Wire)
Jul-22-21 08:30AM	Heritage Global Inc. to Present at D.A. Davidson Bison Select Conference (Business Wire)
Jun-16-21 08:30AM	Heritage Global Inc. Set to Join Russell Microcap Index (Business Wire)

Heritage Global, Inc. engages in the provision of corporate and financial asset liquidation transactions, valuations, and advisory services. It operates through the following segments: Auction and Liquidation, Refurbishment and Resale segment, Brokerage, and Specialty Lending. The Auction and Liquidation segment focuses on the operation of a global full-service auction, appraisal and asset advisory firm, including the acquisition of turnkey manufacturing facilities and used industrial machinery and equipment. The Refurbishment and Resale segment acquires, refurbishes and supplies specialized laboratory equipment. The Brokerage segment is involved in charged-off receivables in the U.S. and Canada on behalf of financial institutions. The Specialty Lending segment provides specialty financing solutions to investors in charged-off and nonperforming asset portfolios. The company was founded in 1983 and is headquartered in San Diego, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ludwig David Van	President of subsidiary	Jan 15 '25	Sale	2.07	10,000	20,700	967,479	Jan 16 04:00 PM
Ludwig David Van	President of subsidiary	Jan 08 '25	Sale	1.99	10,000	19,900	977,479	Jan 13 09:21 AM
Ludwig David Van	President of subsidiary	Dec 18 '24	Sale	1.75	10,000	17,500	987,479	Dec 20 01:30 PM
Ludwig David Van	President of subsidiary	Dec 05 '24	Sale	1.76	10,000	17,600	997,479	Dec 06 10:19 AM
Ludwig David Van	President of subsidiary	Dec 03 '24	Sale	1.77	10,000	17,700	1,007,479	Dec 04 04:50 PM
Ludwig David Van	President of subsidiary	Nov 21 '24	Sale	1.63	10,000	16,300	1,017,479	Nov 25 12:43 PM
Ludwig David Van	President of subsidiary	Nov 19 '24	Sale	1.61	10,000	16,100	1,027,479	Nov 20 04:24 PM
Ludwig David Van	Officer	Nov 19 '24	Proposed Sale	1.60	90,000	144,000		Nov 19 10:12 AM
DOVE ROSS	CEO	Mar 20 '24	Buy	2.75	7,297	20,067	2,302,656	Mar 20 05:37 PM
Dove Nicholas Kirk	President, Industrial Assets	Mar 19 '24	Buy	2.88	5,000	14,400	100,000	Mar 19 12:13 PM

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